Here are the Form 4 insider transactions from Beacon Financial Corporation (BBT) in our archive over the last 12 months, newest first, and each one links through to the document itself with the summary and the scores our analysis gives it.
A Form 4 covers the transactions officers, directors and large holders report, so if you follow BBT and want that one kind of document rather than the whole filing history, this is the page to keep. The company's other filings, of every form, are on the full BBT filings page.
Beacon Financial Corp (BBT) director William H. Hughes III purchased 200 shares of common stock directly on October 29, 2026, at $30.73 per share. He reported 17,048 shares following the transaction; that amount includes restricted stock granted under the 2025 Beacon Financial Corporation Stock Option and Incentive Plan. No Rule 10b5-1 plan was reported for the purchase.
Beacon Financial Corp (BBT) director Nina A. Charnley reported a purchase of 350 shares of common stock at $30.57 per share on October 30, 2026, held indirectly through Nina A. Charnley SEP-IRA. The account held 350 shares after the purchase. Separately, she reported 10,939 directly held shares, including restricted stock granted under the 2025 Beacon Financial Corporation Stock Option and Incentive Plan. No Rule 10b5-1 plan is reported.
Beacon Financial Corp director Mary Anne Callahan reported a purchase of 3,200 shares on October 28, 2026, in a trust-held position, at a weighted average price of $30.21 per share; purchase prices ranged from $30.175 to $30.21. The purchase was not reported as made under a Rule 10b5-1 plan.
Reported post-transaction positions were 20,574 shares by trust, 16,000 by IRA and 2,509 held directly. The direct position includes restricted stock granted under the 2025 Beacon Financial Corporation Stock Option and Incentive Plan.
Beacon Financial Corp (BBT) director Karyn Polito purchased 1,000 common shares on October 26, 2026, at $30.68 per share through the Karyn E. Polito SEP; the reported indirect holding after the purchase was 1,000 shares. A separate holding entry reports 7,958 common shares held directly on October 26, 2026, including restricted stock granted under the 2025 Beacon Financial Corporation Stock Option and Incentive Plan.
Beacon Financial Corp director Eric S. Rosengren purchased 700 shares of common stock at $30.24 per share on October 28, 2026. He directly held 8,131 shares after the transaction; that reported amount includes restricted stock granted under the 2025 Beacon Financial Corporation Stock Option and Incentive Plan. No Rule 10b5-1 plan is reported.
Beacon Financial Corp director Margaret Boles Fitzgerald purchased 329 shares of common stock at $30.77 per share on October 27, 2026. Her direct holdings following the purchase were 18,909 shares, including restricted stock granted pursuant to the 2025 Beacon Financial Corporation Stock Option and Incentive Plan. She also reported 273 shares held indirectly through an IRA. No Rule 10b5-1 plan is reported.
Beacon Financial Corp Chief Operations Officer Sean Gray received a grant of 8,912 shares of restricted common stock on October 26, 2026, under the 2025 Beacon Financial Corporation Stock Option and Incentive Plan. The shares vest in three equal installments on an annual basis, commencing one year from the grant date. Following the grant, Sean Gray held 142,987 shares directly, including restricted stock, and 2,762 shares indirectly through a 401(k).
Beacon Financial Corp General Counsel John Buckley Eagan reported a direct sale of 641 shares of common stock on October 26, 2026, at $30.61 per share. He held 7,053 shares directly after the sale, including restricted stock granted under the 2025 Beacon Financial Corporation Stock Option and Incentive Plan. No Rule 10b5-1 plan is reported.
Beacon Financial Corp director Thomas J. Hollister purchased 3,450 shares of common stock at $30.43 per share on October 26, 2026. After the purchase, his directly held position was 28,876 shares, including restricted stock granted pursuant to the 2025 Beacon Financial Corporation Stock Option and Incentive Plan. He also reported 7,476 shares held indirectly by Thomas J. Hollister IRA. No Rule 10b5-1 plan is reported for the purchase.
Beacon Financial Corp (BBT) reported that Chief Banking Officer Michael W. McCurdy had 1,314 shares of common stock withheld or delivered on September 1, 2026 to pay the exercise price or tax liability related to equity awards, at a reported value of $30.39 per share. Following this disposition, he holds 34,575 shares directly, including restricted stock granted under the 2025 Beacon Financial Corporation Stock Option and Incentive Plan.
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.
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.
Beacon Financial Corp (BBT) reported that Carlson Carl M, its CFO & Chief Strategy Officer, had 1,314 shares of common stock delivered or withheld on September 1, 2026 to pay an option exercise price or tax liability at a reference value of $30.39 per share. After this code F transaction, he directly holds 84,732 shares of common stock, which includes restricted stock granted under the 2025 Beacon Financial Corporation Stock Option and Incentive Plan. No Rule 10b5-1 trading plan is reported for this transaction.
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.
Beacon Financial Corp (BBT) reported that Chief Marketing Officer Gary R. Levante had 101 shares of common stock withheld on September 1, 2026, to provide payment of exercise price or tax liability by delivering or withholding securities. Following this transaction, he now holds 10,721 shares of common stock directly, which include shares of restricted stock granted under the 2025 Beacon Financial Corporation Stock Option and Incentive Plan. No Rule 10b5-1 trading plan is reported.
Beacon Financial Corp (BBT) director Merrill W. Sherman reported two bona fide gift transactions of common stock. On 2026-08-19, Sherman disposed of 23,421 shares of directly held stock at a reported price of $0.0000 per share, leaving 2,509 direct shares, which a note describes as restricted shares granted under the 2025 Beacon Financial Corporation Stock Option and Incentive Plan that vest one year from the grant date. On the same date, an associated trust, The Merrill W. Sherman Trust - 2017, acquired 23,421 shares as an indirect holding via gift, bringing that trust’s reported indirect position to 23,421 shares.
Beacon Financial Corp President and CEO Paul A. Perrault reported stock awards and updated holdings. He received two grants of 18,174 shares of common stock each at $0.00 per share as "grant, award, or other acquisition" transactions on June 16, 2026.
Footnotes state one grant is restricted stock that vests in three equal annual installments starting one year from grant, and the other is performance-based restricted stock that vests on the third anniversary based on performance metrics. After these awards, Perrault directly holds 258,649 shares, which include restricted stock granted under the 2025 Stock Option and Incentive Plan, and indirectly holds 31,500 shares through Paul A. Perrault GRAT #3.
McCurdy Michael W. reported acquisition or exercise transactions in this Form 4 filing.
Beacon Financial Corp Chief Banking Officer Michael W. McCurdy received equity awards in the form of restricted stock, not open-market purchases. On the grant date, he was awarded 5,167 shares of restricted stock that vest in three equal annual installments starting one year after grant.
He also received 5,167 performance-based restricted shares that vest on the third anniversary of the grant date, subject to performance metrics under the 2025 Beacon Financial Corporation Stock Option and Incentive Plan. These awards increase his equity-based compensation and align part of his pay with time- and performance-based conditions.
Meiklejohn Mark J. reported acquisition or exercise transactions in this Form 4 filing.
Beacon Financial Corp Chief Credit Officer Mark J. Meiklejohn reported receiving two grants of 4,420 shares each of common stock as awards, not open-market purchases. One grant is restricted stock that vests in three equal annual installments starting one year after the grant date. The other is performance-based restricted stock that vests on the third anniversary of the grant date if specified performance metrics are met. Following these awards, his direct holdings are reported as 57,602 shares in one line and 53,182 shares in another, both figures including restricted stock granted under the 2025 Stock Option and Incentive Plan.
Levante Gary R. reported acquisition or exercise transactions in this Form 4 filing.
Beacon Financial Corp Chief Marketing Officer receives equity awards. Levante Gary R., the Chief Marketing Officer of Beacon Financial Corp, was granted two awards of common stock, each covering 2,164 shares at no cash cost to him.
One grant consists of restricted stock under the 2025 Beacon Financial Corporation Stock Option and Incentive Plan that vests in three equal annual installments starting one year after the grant date. The second grant is performance-based restricted stock under the same plan, vesting on the third anniversary of the grant date if specified performance metrics are achieved.
Rosengren Eric S reported acquisition or exercise transactions in this Form 4 filing.
Beacon Financial Corp director Eric S. Rosengren received a grant of 2,509 shares of common stock as equity compensation. The award was made at no cash cost per share under the 2025 Beacon Financial Corporation Stock Option and Incentive Plan.
The restricted stock vests one year from the grant date of June 16, 2026. After this grant, Rosengren directly holds a total of 7,431 shares of Beacon Financial Corp common stock, reflecting his current equity stake as a board member.
Pereira John M. reported acquisition or exercise transactions in this Form 4 filing.
Beacon Financial Corp director Pereira John M. received a grant of 2,509 shares of Common Stock as restricted stock. The award was made at no cash cost to him and was issued under the 2025 Beacon Financial Corporation Stock Option and Incentive Plan. The restricted shares vest one year from the grant date, increasing his direct ownership to 21,940 Common Stock shares.
Chang Joanne B. reported acquisition or exercise transactions in this Form 4 filing.
Beacon Financial Corp director Joanne B. Chang received a grant of 2,509 shares of common stock as restricted stock compensation. The award was granted at no cash cost to her and was issued under the 2025 Beacon Financial Corporation Stock Option and Incentive Plan. After this grant, she directly holds 12,952 common shares. The restricted shares vest one year from the grant date, meaning she must remain in service through that period to fully earn the award.
Beacon Financial Corp director Karyn Polito received a grant of restricted stock, not an open-market purchase. She was awarded 2,509 shares of Common Stock at no cash cost, described as a grant, award, or other acquisition. The award was made under the 2025 Beacon Financial Corporation Stock Option and Incentive Plan and the restricted shares vest one year from the grant date. Following this grant, Polito directly holds 7,958 shares of Beacon Financial Corp common stock.
Fitzgerald Margaret Boles reported acquisition or exercise transactions in this Form 4 filing.
Beacon Financial Corp director Margaret Boles Fitzgerald received a grant of restricted common stock as equity compensation. She was awarded 2,509 shares of common stock at $0.00 per share under the 2025 Beacon Financial Corporation Stock Option and Incentive Plan, and these shares vest one year from the grant date. Following the grant, she holds 18,580 common shares directly, and a separate line shows 273 common shares held indirectly through an IRA.
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.
SHERMAN MERRILL W reported acquisition or exercise transactions in this Form 4 filing.
Beacon Financial Corp director Merrill W. Sherman received a grant of 2,509 shares of restricted common stock on June 16, 2026 under the 2025 Beacon Financial Corporation Stock Option and Incentive Plan. The shares vest one year from the grant date. After this award, Sherman holds 25,930 common shares directly.
Desai Mihir A. reported acquisition or exercise transactions in this Form 4 filing.
Beacon Financial Corp director Mihir A. Desai received a grant of 2,509 shares of Common Stock as restricted stock. The award was made under the 2025 Beacon Financial Corporation Stock Option and Incentive Plan and carries no purchase price. The shares vest one year from the grant date, meaning Desai must remain in service through that period to fully earn them. After this award, Desai directly holds a total of 9,344 Beacon Financial Corp shares.
Charnley Nina A reported acquisition or exercise transactions in this Form 4 filing.
Beacon Financial Corp director Nina A. Charnley received a grant of 2,509 shares of restricted common stock. The award was made at no cash purchase price to her and comes under the 2025 Beacon Financial Corporation Stock Option and Incentive Plan. The filing shows she now directly holds 10,939 common shares. According to the footnote, these restricted shares vest one year from the grant date, meaning she gains full ownership rights after that period if conditions are met.
Maxfield Sylvia reported acquisition or exercise transactions in this Form 4 filing.
Beacon Financial Corp director Maxfield Sylvia received a grant of 2,509 shares of restricted common stock. The award was made at no cash cost per share under the 2025 Beacon Financial Corporation Stock Option and Incentive Plan and will vest one year from the grant date.
After this grant, Sylvia directly holds 13,993 common shares. This is a routine compensation-related equity award rather than an open-market stock purchase or sale.
Hill Willard I JR reported acquisition or exercise transactions in this Form 4 filing.
Beacon Financial Corp director Hill Willard I Jr reported an equity award and updated holdings in company stock. He received 2,509 shares of Common Stock as a grant or award at $0.00 per share, described in the footnote as restricted stock granted under the 2025 Beacon Financial Corporation Stock Option and Incentive Plan, which vests one year from the grant date.
Following this award, he directly holds 14,835 shares of Beacon Financial Corp common stock. In addition, a separate entry shows 307 shares held indirectly through an IRA, recorded as a holding entry rather than a new transaction.
Hughes William H III reported acquisition or exercise transactions in this Form 4 filing.
Beacon Financial Corp director Hughes William H III received a grant of restricted common stock as part of his compensation. He was awarded 2,509 shares at no cash cost under the 2025 Beacon Financial Corporation Stock Option and Incentive Plan. These restricted shares vest one year from the grant date, meaning he must remain eligible through that period to fully own them. After this grant, his direct holdings increased to 16,848 common shares, reflecting a routine equity-based incentive rather than an open-market purchase.
Chang Joanne B. reported acquisition or exercise transactions in this Form 4 filing.
Beacon Financial Corp director Joanne B. Chang received a grant of 2,509 shares of restricted common stock. The award was made at a stated price of $0.00 per share under the 2025 Stock Option and Incentive Plan and will vest one year from the grant date. After this grant, she directly holds 12,952 common shares.
Gray Sean reported acquisition or exercise transactions in this Form 4 filing.
Beacon Financial Corp Chief Operations Officer Sean Gray reported equity awards and updated holdings in common stock. On June 16, 2026, he received 5,167 shares of restricted stock and an additional 5,167 performance-based restricted stock shares under the 2025 Stock Option and Incentive Plan at no cash cost.
The time-based restricted shares vest in three equal annual installments starting one year from the grant date. The performance-based restricted shares vest on the third anniversary of the grant, based on specified performance metrics. The filing also reflects 2,762 shares held indirectly through a 401(k) plan, reported as a holding entry rather than a market trade.
Beacon Financial Corp director Hollister Thomas J received a grant of 2,509 shares of Common Stock as restricted stock under the 2025 Beacon Financial Corporation Stock Option and Incentive Plan. The award was made at no cash cost and is described as a grant, award, or other acquisition.
The restricted shares vest one year from the grant date, so full ownership depends on continued service or other plan conditions. After this award, Hollister holds 25,426 Common Stock shares directly and 7,476 shares indirectly through a Thomas J. Hollister IRA.
NOWAK BOGDAN reported acquisition or exercise transactions in this Form 4 filing.
Beacon Financial Corp director Bogdan Nowak reported an award of 2,509 shares of Common Stock as restricted stock granted at no cash cost under the 2025 Beacon Financial Corporation Stock Option and Incentive Plan. These shares vest one year from the grant date, bringing his direct holdings to 114,539 shares.
Carlson Carl M reported acquisition or exercise transactions in this Form 4 filing.
Beacon Financial Corp reported that CFO & Chief Strategy Officer Carl M. Carlson received two stock awards of common shares as equity compensation. Each award covers 5,167 restricted shares granted under the 2025 Beacon Financial Corporation Stock Option and Incentive Plan at no cash cost to him.
One 5,167-share grant is time-based restricted stock that vests in three equal annual installments starting one year after the grant date. The second 5,167-share grant is performance-based restricted stock that vests on the third anniversary of the grant date, depending on specified performance metrics.
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.
Beacon Financial Corp Chief Banking Officer Michael W. McCurdy reported an open-market sale of 17,333 shares of common stock at a weighted average price of $31.04 per share. After this transaction, he directly owns 25,555 common shares.
The shares were sold in multiple trades at prices ranging from $31.17 to $30.91, according to the filing footnote.