Beacon Financial CMO has 101 shares withheld

Beacon Financial Corp (BBT) reported that Chief Marketing Officer Gary R. Levante had 101 shares of common stock withheld on September 1, 2026, to provide payment of exercise price or tax liability by delivering or withholding securities.

Rhea-AI Filing Summary

Beacon Financial Corp (BBT) reported that Chief Marketing Officer Gary R. Levante had 101 shares of common stock withheld on September 1, 2026, to provide payment of exercise price or tax liability by delivering or withholding securities. Following this transaction, he now holds 10,721 shares of common stock directly, which include shares of restricted stock granted under the 2025 Beacon Financial Corporation Stock Option and Incentive Plan. No Rule 10b5-1 trading plan is reported.

Insider Trade Summary

Exercise Price or Tax Liability: 101 shares

Exercise Price or Tax Liability 1 txn

Insider Levante Gary R.

Role Chief Marketing Officer

Type	Security	Shares	Price	Value
Exercise Price or Tax Liability	Common Stock F1	101	$30.39	$3K

Holdings After Transaction: Common Stock — 10,721 shares (Direct)

Footnotes (1)

1. F1. Includes shares of restricted stock granted pursuant to the 2025 Beacon Financial Corporation Stock Option and Incentive Plan.

Key Figures

Shares withheld for exercise price or tax liability: 101 shares Reference price per share: $30.39 per share Shares held after transaction: 10,721 shares

3 metrics

Shares withheld for exercise price or tax liability 101 shares Common stock withheld on September 1, 2026

Reference price per share $30.39 per share Applied to 101 shares withheld on September 1, 2026

Shares held after transaction 10,721 shares Direct common stock holdings after September 1, 2026 transaction, including restricted stock

Key Terms

restricted stock, payment of exercise price or tax liability by delivering or withholding securities, Stock Option and Incentive Plan

3 terms

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.

payment of exercise price or tax liability by delivering or withholding securities financial

"transaction involved payment of exercise price or tax liability by delivering"

Stock Option and Incentive Plan financial

"granted pursuant to the 2025 Beacon Financial Corporation Stock Option"

FAQ

AI-generated questions and answers. How Rhea-AI works. Not financial advice.

What insider transaction did BBT’s chief marketing officer report on September 1, 2026?

The chief marketing officer of Beacon Financial Corp reported that 101 shares of common stock were withheld on September 1, 2026 for payment of exercise price or tax liability by delivering or withholding securities.

How many BBT shares does the insider hold after this Form 4 transaction?

After the transaction, the insider directly holds 10,721 shares of Beacon Financial Corp common stock. This total includes restricted stock granted under the 2025 Beacon Financial Corporation Stock Option and Incentive Plan.

What was the reference price per share in the BBT insider’s September 1, 2026 transaction?

The Form 4 reports a reference price of $30.39 per share for the 101 shares withheld for payment of exercise price or tax liability by delivering or withholding securities.

Was the BBT insider transaction made under a Rule 10b5-1 trading plan?

No. The filing indicates no Rule 10b5-1 plan is reported for this transaction by the Beacon Financial Corp chief marketing officer.

Does the BBT insider’s reported holding include restricted stock?

Yes. A footnote states the 10,721 shares held after the transaction include shares of restricted stock granted under the 2025 Beacon Financial Corporation Stock Option and Incentive Plan.

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

Form 4 Insider Transactions: What Each Field Means →

See more from StockTitan in Google Search and AI answers. Adds StockTitan as a preferred source · opens Google

Add on Google Not now

Available on EDGAR 09/02/2026 - 04:33 PM EDT Accepted by SEC EDGAR 09/02/2026 - 04:32 PM EDT Learn about SEC filing dates

SEC Form 4

FORM 4

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

STATEMENT OF CHANGES IN BENEFICIAL OWNERSHIP

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:			3235-0287
Estimated average burden
hours per response:			0.5

Check this box if no longer subject to Section 16. Form 4 or Form 5 obligations may continue. See Instruction 1(b).

Check this box to indicate that a transaction was made pursuant to a contract, instruction or written plan for the purchase or sale of equity securities of the issuer that is intended to satisfy the affirmative defense conditions of Rule 10b5-1(c). See Instruction 10.

1. Name and Address of Reporting Person^*

Levante Gary R.

(Last) (First) (Middle)

131 CLARENDON STREET

(Street)

BOSTON MASSACHUSETTS 02116

(City) (State) (Zip)

UNITED STATES

(Country)

2. Issuer Name and Ticker or Trading Symbol
Beacon Financial Corp [ BBT ]

5. Relationship of Reporting Person(s) to Issuer
(Check all applicable)

	Director		10% Owner
X	Officer (give title below)		Other (specify below)
	Chief Marketing Officer

2a. Foreign Trading Symbol

3. Date of Earliest Transaction (Month/Day/Year)
09/01/2026

6. Individual or Joint/Group Filing (Check Applicable Line)

X	Form filed by One Reporting Person
	Form filed by More than One Reporting Person

4. If Amendment, Date of Original Filed (Month/Day/Year)

Table I - Non-Derivative Securities Acquired, Disposed of, or Beneficially Owned
1. Title of Security (Instr. 3)	2. Transaction Date (Month/Day/Year)	2A. Deemed Execution Date, if any (Month/Day/Year)	3. Transaction Code (Instr. 8)		4. Securities Acquired (A) or Disposed Of (D) (Instr. 3, 4 and 5)			5. Amount of Securities Beneficially Owned Following Reported Transaction(s) (Instr. 3 and 4)	6. Ownership Form: Direct (D) or Indirect (I) (Instr. 4)	7. Nature of Indirect Beneficial Ownership (Instr. 4)
			Code	V	Amount	(A) or (D)	Price
Common Stock	09/01/2026		F		101	D	$30.39	10,721(1)	D

Table II - Derivative Securities Acquired, Disposed of, or Beneficially Owned (e.g., puts, calls, warrants, options, convertible securities)
1. Title of Derivative Security (Instr. 3)	2. Conversion or Exercise Price of Derivative Security	3. Transaction Date (Month/Day/Year)	3A. Deemed Execution Date, if any (Month/Day/Year)	4. Transaction Code (Instr. 8)		5. Number of Derivative Securities Acquired (A) or Disposed of (D) (Instr. 3, 4 and 5)		6. Date Exercisable and Expiration Date (Month/Day/Year)		7. Title and Amount of Securities Underlying Derivative Security (Instr. 3 and 4)		8. Price of Derivative Security (Instr. 5)	9. Number of derivative Securities Beneficially Owned Following Reported Transaction(s) (Instr. 4)	10. Ownership Form: Direct (D) or Indirect (I) (Instr. 4)	11. Nature of Indirect Beneficial Ownership (Instr. 4)
				Code	V	(A)	(D)	Date Exercisable	Expiration Date	Title	Amount 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:

	Gary R. Levante by Marissa S. Martin, P.O.A.	09/02/2026
	** Signature of Reporting Person	Date
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 4 (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 4: SEC 1474 (03-26)