Beacon Financial director granted 2,509 restricted shares
Callahan Mary Anne reported acquisition or exercise transactions in this Form 4 filing.
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Form Type
4
Rhea-AI Filing Summary
Callahan Mary Anne reported acquisition or exercise transactions in this Form 4 filing.
Beacon Financial Corp director Mary Anne Callahan received a grant of 2,509 shares of common stock as a restricted stock award. The shares were granted under the 2025 Beacon Financial Corporation Stock Option and Incentive Plan and vest one year from the grant date.
After this award, she holds 2,509 shares directly, in addition to indirect holdings reported as 16,000 shares held by an IRA and 17,374 shares held by a trust.
Insider Trade Summary
Grant/Award: 2,509 shares
Grant/Award
3 txns
Insider
Callahan Mary Anne
Role
Director
| Type | Security | Shares | Price | Value |
|---|---|---|---|---|
| Grant/Award | Common Stock | 2,509 | $0.00 | $0.00 |
| holding | Common Stock | -- | -- | -- |
| holding | Common Stock | -- | -- | -- |
Holdings After Transaction:
Common Stock — 2,509 shares (Direct);
Common Stock — 17,374 shares (Indirect, By Trust);
Common Stock — 16,000 shares (Indirect, By IRA)
Footnotes (1)
- F1. Restricted stock shares granted pursuant to the 2025 Beacon Financial Corporation Stock Option and Incentive Plan. The shares vest one year from date of grant.
Key Figures
Restricted stock grant: 2,509 shares
Grant price per share: $0.00 per share
Direct holdings after grant: 2,509 shares
+2 more
5 metrics
Restricted stock grant
2,509 shares
Common Stock award to director; Form 4 code A
Grant price per share
$0.00 per share
Compensation grant, not open-market purchase
Direct holdings after grant
2,509 shares
Common Stock held directly by Mary Anne Callahan
Indirect IRA holdings
16,000 shares
Common Stock held indirectly by IRA
Indirect trust holdings
17,374 shares
Common Stock held indirectly by trust
Key Terms
Restricted stock, 2025 Beacon Financial Corporation Stock Option and Incentive Plan, IRA, Trust, +1 more
5 terms
Restricted stock financial
"Restricted stock shares 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.
2025 Beacon Financial Corporation Stock Option and Incentive Plan financial
"Restricted stock shares granted pursuant to the 2025 Beacon Financial Corporation Stock Option and Incentive Plan."
IRA financial
"Common Stock, total shares following transaction 16000.0000, indirect, nature of ownership: By IRA."
An individual retirement account (IRA) is a savings account designed to help people put aside money for their retirement, often with tax advantages that encourage long-term savings. It matters to investors because it can grow over time, providing financial security later in life, and offers benefits that can reduce current taxes or allow investments to compound more effectively.
Trust financial
"Common Stock, total shares following transaction 17374.0000, indirect, nature of ownership: By Trust."
A trust is a legal setup in which one party (the trustee) holds and manages assets—like cash, stocks or property—on behalf of other people (beneficiaries) according to instructions from the person who created it (the grantor). Think of it as a locked box with a keyholder who must follow written rules; for investors it matters because trusts influence who controls and benefits from assets, affect taxes and succession, and can change how quickly or transparently shares are bought, sold or voted.
Grant, award, or other acquisition financial
"Transaction code description: Grant, award, or other acquisition for 2,509 Common Stock shares."
FAQ
AI-generated questions and answers. How Rhea-AI works. Not financial advice.
What insider transaction did Beacon Financial Corp (BBT) disclose for Mary Anne Callahan?
Beacon Financial Corp reported that director Mary Anne Callahan received a grant of 2,509 restricted shares of common stock. The award is compensation-based rather than a market purchase or sale and was disclosed as a Form 4 insider transaction.
What indirect Beacon Financial Corp (BBT) holdings does Mary Anne Callahan report?
She reports 16,000 Beacon Financial Corp common shares held indirectly through an IRA and 17,374 shares held indirectly through a trust. These positions are listed separately from her 2,509 directly held restricted shares received in the current award.
Is Mary Anne Callahan’s recent Beacon Financial Corp (BBT) Form 4 a buy or a sale?
The Form 4 shows an acquisition by grant, not a market buy or sale. Code A indicates a grant or award of 2,509 restricted shares as compensation, with no open-market purchase or disposition reported in this filing.
AI-generated analysis. How Rhea-AI works. Not financial advice.
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