STOCK TITAN

Beacon Financial (BBT) director receives 2,509 restricted stock shares

Filing Impact
(Neutral)
Filing Sentiment
(Neutral)
Form Type
4

Rhea-AI Filing Summary

Brunelle David reported acquisition or exercise transactions in this Form 4 filing.

Beacon Financial Corp director David Brunelle received a grant of 2,509 shares of Common Stock as restricted stock. The award was made at a price of $0.00 per share under the 2025 Beacon Financial Corporation Stock Option and Incentive Plan and vests one year from the grant date. Following this compensation-related grant, Brunelle holds 21,899 Common Stock shares directly and 4,000 shares indirectly through an IRA.

Positive

  • None.

Negative

  • None.
Insider Brunelle David
Role null
Type Security Shares Price Value
Grant/Award Common Stock 2,509 $0.00 --
holding Common Stock -- -- --
Holdings After Transaction: Common Stock — 21,899 shares (Direct, null); Common Stock — 4,000 shares (Indirect, By IRA)
Footnotes (1)
  1. [object Object]
Restricted stock grant 2,509 shares Common Stock awarded at $0.00 per share
Direct holdings after grant 21,899 shares Common Stock held directly by David Brunelle
Indirect IRA holdings 4,000 shares Common Stock held indirectly through IRA
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.
Stock Option and Incentive Plan financial
"granted pursuant to the 2025 Beacon Financial Corporation Stock Option and Incentive Plan."
Indirect ownership financial
"Common Stock entry showing 4,000.0000 shares with ownership type marked as indirect and nature of ownership "By IRA"."
IRA financial
"nature_of_ownership field states "By IRA" for 4,000.0000 indirect Common Stock shares."
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.
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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*
Brunelle David

(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)
XDirector10% Owner
Officer (give title below)Other (specify below)
2a. Foreign Trading Symbol
3. Date of Earliest Transaction (Month/Day/Year)
06/16/2026
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 Stock06/16/2026A2,509(1)A$021,899D
Common Stock4,000IBy IRA
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. 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.
Remarks:
David Brunelle, by Marissa S. Martin POA06/24/2026
** 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)

FAQ

What insider transaction did Beacon Financial Corp (BBT) report for David Brunelle?

Beacon Financial Corp reported that director David Brunelle2,509 restricted Common Stock shares at $0.00 per share. The award is a stock-based compensation grant rather than an open-market share purchase or sale.

How many Beacon Financial Corp (BBT) shares does David Brunelle hold after this Form 4?

After the grant, David Brunelle holds 21,899 Beacon Financial Corp Common Stock shares directly. He also has an additional 4,000 shares held indirectly through an IRA, as reported in the Form 4 ownership details.

What type of award did Beacon Financial Corp (BBT) grant to David Brunelle?

Beacon Financial Corp granted David Brunelle restricted stock under the 2025 Beacon Financial Corporation Stock Option and Incentive Plan. The grant covers 2,509 Common Stock shares issued as a compensation-related award rather than a cash purchase.

When do David Brunelle’s restricted Beacon Financial (BBT) shares vest?

The restricted stock granted to David Brunelle will vest one year from the date of grant. Until vesting, the 2,509 Common Stock shares remain subject to the plan’s restrictions described in the award terms.

Is the Beacon Financial Corp (BBT) Form 4 transaction a market trade?

No. The Form 4 reports a grant of restricted stock to director David Brunelle at $0.00 per share. This is a compensation award under the company’s incentive plan, not an open-market purchase or sale of Beacon Financial shares.