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Beacon Financial Corp (BBT) SEC Filings, Jun 24, 2026

BBT NYSE

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.

Our SEC filing database is enhanced with expert analysis from Rhea-AI, providing insights into the potential impact of each filing on Beacon Financial's stock performance. Each filing includes a concise AI-generated summary, sentiment and impact scores, and end-of-day stock performance data showing the actual market reaction. Navigate easily through different filing types including 10-K annual reports, 10-Q quarterly reports, 8-K current reports, proxy statements (DEF 14A), and Form 4 insider trading disclosures.

Designed for fundamental investors and regulatory compliance professionals, our page simplifies access to critical SEC filings. By combining real-time SEC filing updates, Rhea-AI's analytical insights, and historical stock performance data, we provide comprehensive visibility into Beacon Financial's regulatory disclosures and financial reporting.

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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.

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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.

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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.

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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.

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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.

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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.

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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.

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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.

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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.

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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.

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FAQ

How many Beacon Financial (BBT) SEC filings are available on StockTitan?

StockTitan tracks 67 SEC filings for Beacon Financial (BBT), including 10-K annual reports, 10-Q quarterly reports, 8-K current reports, and Form 4 insider trading disclosures. Each filing includes AI-generated summaries, impact scoring, and sentiment analysis.

When was the most recent SEC filing for Beacon Financial (BBT)?

The most recent SEC filing for Beacon Financial (BBT) was filed on June 24, 2026.