Beacon Financial CEO uses 4,333 shares for taxes

Beacon Financial Corp’s CEO reported a small share disposition to cover option exercise costs or taxes, with substantial direct and indirect holdings remaining.

Rhea-AI Filing Summary

Beacon Financial Corp (BBT) reported that President and CEO Paul A. Perrault had 4,333 shares of common stock withheld or delivered on September 1, 2026 as a payment of exercise price or tax liability at $30.39 per share. Following this transaction, he held 254,316 shares directly, including restricted stock granted under the 2025 Beacon Financial Corporation Stock Option and Incentive Plan, and 31,500 shares indirectly through Paul A. Perrault GRAT #3. No Rule 10b5-1 trading plan is indicated for this activity.

Insider Trade Summary

Exercise Price or Tax Liability: 4,333 shares

Exercise Price or Tax Liability 2 txns

Insider PERRAULT PAUL A

Role President and CEO

Type	Security	Shares	Price	Value
Exercise Price or Tax Liability	Common Stock F1	4,333	$30.39	$132K
holding	Common Stock	--	--	--

Holdings After Transaction: Common Stock — 254,316 shares (Direct); Common Stock — 31,500 shares (Indirect, By Paul A. Perrault GRAT #3)

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 delivered/withheld for exercise price or tax liability: 4,333 shares Per-share value for exercise price or tax liability: $30.39 per share Direct common stock holdings after transaction: 254,316 shares +1 more

4 metrics

Shares delivered/withheld for exercise price or tax liability 4,333 shares Common stock used on September 1, 2026 for payment of exercise price or tax liability

Per-share value for exercise price or tax liability $30.39 per share Value applied to 4,333 shares for payment of exercise price or tax liability

Direct common stock holdings after transaction 254,316 shares Directly held Beacon Financial Corp common stock after the September 1, 2026 transaction

Indirect common stock holdings via GRAT 31,500 shares Indirectly held through Paul A. Perrault GRAT #3 after the reported transaction

Key Terms

Payment of exercise price or tax liability, restricted stock, Stock Option and Incentive Plan, GRAT

4 terms

Payment of exercise price or tax liability financial

"as a payment of exercise price or tax liability at $30.39 per share"

restricted stock financial

"held 254,316 shares directly, including restricted stock granted under the 2025"

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 under the 2025 Beacon Financial Corporation Stock Option and Incentive Plan"

GRAT financial

"31,500 shares indirectly through Paul A. Perrault GRAT #3"

FAQ

What transaction did Beacon Financial Corp (BBT) report for CEO Paul A. Perrault?

The CEO reported a disposition of 4,333 shares of common stock on September 1, 2026 as a payment of exercise price or tax liability by delivering or withholding shares.

At what price were the Beacon Financial Corp (BBT) shares used for the CEO’s tax or exercise payment?

The 4,333 shares of Beacon Financial Corp common stock were valued at $30.39 per share for the payment of exercise price or tax liability reported on September 1, 2026.

How many Beacon Financial Corp (BBT) shares does the CEO hold directly after this Form 4?

After the reported transaction, Paul A. Perrault held 254,316 shares of Beacon Financial Corp common stock directly, including shares of restricted stock granted under the 2025 Stock Option and Incentive Plan.

What indirect holdings in Beacon Financial Corp (BBT) does the CEO report?

In addition to his direct holdings, Paul A. Perrault reports 31,500 shares of Beacon Financial Corp common stock held indirectly through Paul A. Perrault GRAT #3.

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

No. The filing indicates no Rule 10b5-1 trading plan for the reported September 1, 2026 disposition used to pay exercise price or tax liability.

Do the CEO’s Beacon Financial Corp (BBT) direct holdings include restricted stock?

Yes. The filing states the direct holding of 254,316 shares includes 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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Available on EDGAR 09/02/2026 - 04:39 PM Accepted by SEC EDGAR 09/02/2026 - 04:39 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^*

PERRAULT PAUL A

(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)

X	Director		10% Owner
X	Officer (give title below)		Other (specify below)
	President and CEO

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		4,333	D	$30.39	254,316(1)	D
Common Stock								31,500	I	By Paul A. Perrault GRAT #3

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:

	Paul A. Perrault, 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)