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Beacon Financial GC withholds 267 shares for taxes

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(Neutral)
Form Type
4

Rhea-AI Filing Summary

Beacon Financial Corp (BBT) reported that General Counsel Eagan John Buckley267 shares of common stock disposed of on September 1, 2026 as a payment of option exercise price or tax liability by delivering or withholding securities$30.39 per share7,694 shares, which include shares of restricted stock granted under the 2025 Beacon Financial Corporation Stock Option and Incentive Plan. No transactions were reported as made under a Rule 10b5-1 trading plan.

Positive

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Negative

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Insider Eagan John Buckley
Role General Counsel
Type Security Shares Price Value
Exercise Price or Tax Liability Common Stock F1 267 $30.39 $8K
Holdings After Transaction: Common Stock — 7,694 shares (Direct)
Footnotes (1)
  1. F1. Includes shares of restricted stock granted pursuant to the 2025 Beacon Financial Corporation Stock Option and Incentive Plan.
Shares disposed for exercise price or tax liability 267 shares Common stock delivered or withheld on September 1, 2026
Disposition price per share $30.39 per share Used for payment of option exercise price or tax liability
Shares held after transaction 7,694 shares Direct common stock holdings after September 1, 2026 transaction, including restricted stock
Exercise-price-or-tax-liability transaction count 1 transaction Number of code F transactions reported in this Form 4
Exercise-price-or-tax-liability shares total 267 shares Total shares delivered or withheld for option exercise price or tax liability
Payment of exercise price or tax liability by delivering or withholding securities financial
"Reported as the transaction type for the 267-share disposition"
restricted stock financial
"Includes shares of restricted stock granted pursuant to the 2025 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.
Stock Option and Incentive Plan financial
"Granted pursuant to the 2025 Beacon Financial Corporation Stock Option and Incentive Plan"

FAQ

What insider transaction did Beacon Financial Corp (BBT) disclose for Eagan John Buckley?

Beacon Financial Corp disclosed that General Counsel Eagan John Buckley had 267 shares of common stock disposed of on September 1, 2026 to pay option exercise price or tax liability by delivering or withholding securities$30.39 per share.

How many Beacon Financial Corp (BBT) shares does Eagan John Buckley hold after this Form 4 transaction?

After the September 1, 2026 transaction, General Counsel Eagan John Buckley directly holds 7,694 shares of Beacon Financial Corp common stock, which include restricted stock granted under the 2025 Beacon Financial Corporation Stock Option and Incentive Plan.

What was the price used for the 267-share disposition reported by Beacon Financial Corp (BBT)?

The 267 shares of Beacon Financial Corp common stock were disposed of at $30.39 per share as payment of option exercise price or tax liability by delivering or withholding securities in the transaction reported for September 1, 2026.

Was the September 1, 2026 Beacon Financial Corp (BBT) insider transaction under a Rule 10b5-1 plan?

No. The Form 4 for Beacon Financial Corp indicates the Rule 10b5-1 checkbox is not checked, so the September 1, 2026 transaction by General Counsel Eagan John Buckley was not reported as pursuant to a Rule 10b5-1 trading plan.

Does Eagan John Buckley’s reported Beacon Financial Corp (BBT) holding include restricted stock?

Yes. A footnote states that the 7,694 shares held after the September 1, 2026 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.

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Learn about SEC filing dates
SEC Form 4
FORM 4UNITED 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*
Eagan John Buckley

(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)
Director10% Owner
XOfficer (give title below)Other (specify below)
General Counsel
2a. Foreign Trading Symbol
3. Date of Earliest Transaction (Month/Day/Year)
09/01/2026
6. Individual or Joint/Group Filing (Check Applicable Line)
XForm 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)
CodeVAmount(A) or (D)Price
Common Stock09/01/2026F267D$30.397,694(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)
CodeV(A)(D)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, POA09/02/2026
** 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 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)