Welcome to our dedicated page for Beacon Financial SEC filings (Ticker: BBT), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
Beacon Financial Corporation filings document the regulatory record of a NYSE-listed bank holding company for Beacon Bank & Trust. The company’s 8-K reports disclose quarterly results, Regulation FD investor presentations, dividend approvals, stock-repurchase authorization and related bank-regulatory non-objection, along with material-event disclosures tied to its capital structure and operations.
Beacon Financial’s proxy materials cover annual meeting voting matters, board governance, executive compensation and equity-award disclosures. Its filings also identify the company’s common stock, par value and exchange listing, and provide formal disclosure around the completed merger of equals that established the current Beacon Financial and Beacon Bank organization.
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.