STOCK TITAN

Beacon Financial Corp (NYSE: BBT) GC discloses 7,961 shares

(Neutral)
(Neutral)
Form Type
3

Rhea-AI Filing Summary

Beacon Financial Corp General Counsel Eagan John Buckley filed an initial ownership report showing direct beneficial ownership of 7,961 shares of common stock. This position includes shares of restricted stock granted under the 2025 Beacon Financial Corporation Stock Option and Incentive Plan.

Positive

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Negative

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Insider Eagan John Buckley
Role General Counsel
Type Security Shares Price Value
holding Common Stock F1 -- -- --
Holdings After Transaction: Common Stock — 7,961 shares (Direct)
Footnotes (1)
  1. F1. Includes shares of restricted stock granted pursuant to the 2025 Beacon Financial Corporation Stock Option and Incentive Plan.
Common stock holdings 7961.0000 shares Direct common stock beneficially owned following the reported holdings entry
Equity incentive plan year 2025 Year of the Beacon Financial Corporation Stock Option and Incentive Plan referenced in the restricted stock grant
restricted stock financial
"Includes shares of restricted stock granted pursuant to the 2025 Beacon"
Shares granted to an individual that carry limits on transfer or sale until certain conditions are met, such as staying with the company for a set time or hitting performance targets. Think of them as a locked gift that gradually opens; for investors they matter because they affect how many shares may enter the market later, signal management incentives and potential dilution, and reveal confidence in future company performance.
Stock Option and Incentive Plan financial
"granted pursuant to the 2025 Beacon Financial Corporation Stock Option and Incentive Plan"
Common Stock financial
"security_title": "Common Stock""
Common stock represents ownership shares in a company, giving investors a stake in its success and a say in important decisions through voting rights. It is the most common type of stock traded on markets and can provide income through dividends, as well as potential for value growth. For investors, holding common stock means sharing in the company’s profits and risks.

AI-generated analysis. How Rhea-AI works. Not financial advice.

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FAQ

Who is the insider reporting ownership in BBT on this Form 3?

The insider is Eagan John Buckley, who serves as General Counsel of Beacon Financial Corp. He is reporting his initial beneficial ownership of the company’s common stock as required for insiders under SEC rules.

How many BBT shares does Eagan John Buckley report owning?

Eagan John Buckley reports direct beneficial ownership of 7,961 shares of Beacon Financial Corp common stock. This figure represents his holdings after the reporting event and is disclosed as part of his initial Form 3 filing.

What type of BBT securities does the Form 3 report for Eagan John Buckley?

The Form 3 reports holdings of Common Stock of Beacon Financial Corp. The disclosed total of 7,961.0000 shares reflects his direct ownership position, including any restricted stock described in the accompanying footnote.

Does Eagan John Buckley’s BBT holding include restricted stock?

Yes. A footnote explains that his reported holdings include shares of restricted stock granted under the 2025 Beacon Financial Corporation Stock Option and Incentive Plan, indicating part of the position arises from equity-based compensation.

Is this BBT Form 3 a record of a new stock transaction?

No. This Form 3 functions as an initial statement of beneficial ownership, listing existing direct holdings of 7,961 common shares rather than reporting a new purchase or sale transaction in Beacon Financial Corp stock.
SEC Form 3
FORM 3UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

INITIAL STATEMENT OF BENEFICIAL OWNERSHIP OF SECURITIES

Filed pursuant to Section 16(a) of the Securities Exchange Act of 1934
or Section 30(h) of the Investment Company Act of 1940
OMB APPROVAL
OMB Number:3235-0104
Estimated average burden
hours per response:0.5
1. Name and Address of Reporting Person*
Eagan John Buckley

(Last)(First)(Middle)
131 CLARENDON STREET

(Street)
BOSTON MASSACHUSETTS 02116

(City)(State)(Zip)

UNITED STATES

(Country)
2. Date of Event Requiring Statement (Month/Day/Year)
08/01/2026
3. Issuer Name and Ticker or Trading Symbol
Beacon Financial Corp [ BBT ]
3a. Foreign Trading Symbol
5. If Amendment, Date of Original Filed (Month/Day/Year)
4. Relationship of Reporting Person(s) to Issuer
(Check all applicable)
Director10% Owner
XOfficer (give title below)Other (specify below)
General Counsel
6. Individual or Joint/Group Filing (Check Applicable Line)
XForm filed by One Reporting Person
Form filed by More than One Reporting Person
Table I - Non-Derivative Securities Beneficially Owned
1. Title of Security (Instr. 4) 2. Amount of Securities Beneficially Owned (Instr. 4) 3. Ownership Form: Direct (D) or Indirect (I) (Instr. 5) 4. Nature of Indirect Beneficial Ownership (Instr. 5)
Common Stock7,961(1)D
Table II - Derivative Securities Beneficially Owned
(e.g., puts, calls, warrants, options, convertible securities)
1. Title of Derivative Security (Instr. 4) 2. Date Exercisable and Expiration Date (Month/Day/Year)3. Title and Amount of Securities Underlying Derivative Security (Instr. 4) 4. Conversion or Exercise Price of Derivative Security 5. Ownership Form: Direct (D) or Indirect (I) (Instr. 5) 6. Nature of Indirect Beneficial Ownership (Instr. 5)
Date ExercisableExpiration DateTitleAmount or Number of Shares
Explanation of Responses:
1. Includes shares of restricted stock granted pursuant to the 2025 Beacon Financial Corporation Stock Option and Incentive Plan.
Remarks:
John Buckley Eagan by Marissa Martin, POA08/04/2026
** Signature of Reporting PersonDate
Reminder: Report on a separate line for each class of securities beneficially owned directly or indirectly.
* If the form is filed by more than one reporting person, see Instruction 5 (b)(v).
** Intentional misstatements or omissions of facts constitute Federal Criminal Violations See 18 U.S.C. 1001 and 15 U.S.C. 78ff(a).
Note: File three copies of this Form, one of which must be manually signed. If space is insufficient, see Instruction 6 for procedure.
Persons who respond to the collection of information contained in this form are not required to respond unless the form displays a currently valid OMB Number.
* Form 3: SEC 1473 (03-26)