Beacon Financial CCO uses 963 shares for taxes

Beacon Financial Corp’s chief credit officer had 963 shares withheld to cover option exercise price or tax obligations, leaving 56,639 shares held directly.

Rhea-AI Filing Summary

Beacon Financial Corp (BBT) reported that Chief Credit Officer Mark J. Meiklejohn had 963 shares of common stock disposed of on September 1, 2026, as a payment of exercise price or tax liability by delivering or withholding securities. After this withholding transaction, he directly holds 56,639 shares, which include 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: 963 shares

Exercise Price or Tax Liability 1 txn

Insider Meiklejohn Mark J.

Role Chief Credit Officer

Type	Security	Shares	Price	Value
Exercise Price or Tax Liability	Common Stock F1	963	$30.39	$29K

Holdings After Transaction: Common Stock — 56,639 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 disposed for exercise price or tax liability: 963 shares Transaction price per share: $30.39 per share Shares held after transaction: 56,639 shares

3 metrics

Shares disposed for exercise price or tax liability 963 shares Disposition on September 1, 2026, via delivery or withholding of securities

Transaction price per share $30.39 per share Price associated with the 963-share disposition

Shares held after transaction 56,639 shares Direct holdings of Mark J. Meiklejohn after September 1, 2026 transaction, including restricted stock

Key Terms

restricted stock, Rule 10b5-1, Stock Option and Incentive Plan

3 terms

restricted stock financial

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

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.

Rule 10b5-1 regulatory

"No Rule 10b5-1 trading plan is reported in connection with this transaction"

Rule 10b5-1 is a regulation that allows company insiders to buy or sell their shares at predetermined times, even if they have access to non-public information. It acts like setting a schedule in advance for transactions, helping prevent accusations of unfair trading. This rule provides a way for insiders to plan trades transparently, giving investors confidence that these transactions are not based on hidden information.

Stock Option and Incentive Plan financial

"granted pursuant to the 2025 Beacon Financial Corporation Stock Option and Incentive Plan"

FAQ

What transaction did BBT’s Chief Credit Officer report on this Form 4?

The Chief Credit Officer, Mark J. Meiklejohn, reported a disposition of 963 shares of Beacon Financial Corp common stock on September 1, 2026, for payment of exercise price or tax liability by delivering or withholding securities.

What price per share is associated with the reported BBT transaction?

The Form 4 reports a transaction price of $30.39 per share for the 963 shares used to pay the exercise price or tax liability by delivering or withholding securities.

How many Beacon Financial Corp (BBT) shares does the insider hold after the transaction?

After the withholding transaction, Mark J. Meiklejohn directly holds 56,639 shares of Beacon Financial Corp common stock, which includes restricted stock granted under the 2025 Beacon Financial Corporation Stock Option and Incentive Plan.

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

No. The filing indicates that no Rule 10b5-1 trading plan is reported in connection with this transaction.

Does the BBT Form 4 show any open-market buying or selling by the insider?

No. The reported transaction involves 963 shares disposed of to pay exercise price or tax liability by delivering or withholding securities; it does not reflect an open-market purchase or sale.

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

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Available on EDGAR 09/02/2026 - 04:41 PM Accepted by SEC EDGAR 09/02/2026 - 04:40 PM 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^*

Meiklejohn Mark J.

(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 Credit 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		963	D	$30.39	56,639(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:

	Mark J. Meiklejohn, 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)