Beacon Financial CMO reports 6,494 BBT shares

Beacon Financial Corp Chief Marketing Officer Levante Gary R. filed an initial ownership report showing holdings of 6,494 shares of common stock.

Accepted by SEC EDGAR 05/01/2026 - 03:36 PM EDT Learn about SEC filing dates

Rhea-AI Filing Summary

Beacon Financial Corp Chief Marketing Officer Levante Gary R. filed an initial ownership report showing holdings of 6,494 shares of common stock. The position includes restricted stock granted under the Beacon Financial Corporation 2025 Stock Option and Incentive Plan. This filing reports holdings rather than a new stock purchase or sale.

Insider Trade Summary

Holdings reported, no transactions

Holdings

Insider Levante Gary R.

Role Chief Marketing Officer

Type	Security	Shares	Price	Value
Holding	Common Stock	--	--	--

Holdings: Common Stock — 6,494 shares (Direct)

Footnotes (1)

1. F1. Includes restricted stock shares granted pursuant to the Beacon Financial Corporation 2025 Stock Option and Incentive Plan.

Key Figures

Common shares owned: 6,494 shares

1 metrics

Common shares owned 6,494 shares Direct ownership reported on Form 3

Key Terms

Form 3, restricted stock, Beacon Financial Corporation 2025 Stock Option and Incentive Plan

3 terms

Form 3 regulatory

"Levante Gary R. filed an initial ownership report"

Form 3 is the initial public filing that officers, directors and large shareholders must submit to report their ownership of a company’s securities when they become insiders. It acts like an opening inventory sheet that gives investors a starting point to see who holds significant stakes and to spot later trades or potential conflicts of interest, helping assess insider confidence and transparency.

restricted stock financial

"Includes restricted stock shares granted pursuant to the Beacon Financial Corporation 2025 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.

Beacon Financial Corporation 2025 Stock Option and Incentive Plan financial

"granted pursuant to the Beacon Financial Corporation 2025 Stock Option and Incentive Plan"

FAQ

AI-generated questions and answers. How Rhea-AI works. Not financial advice.

What does Levante Gary R.'s Form 3 filing for BBT show?

The Form 3 shows that Levante Gary R., Chief Marketing Officer of Beacon Financial Corp (BBT), reports ownership of 6,494 common shares. The filing is an initial statement of holdings, not a record of a new stock purchase or sale.

How many Beacon Financial Corp (BBT) shares does Levante Gary R. own?

Levante Gary R. reports ownership of 6,494 shares of Beacon Financial Corp common stock. This total includes both standard common shares and restricted stock granted under the company’s 2025 Stock Option and Incentive Plan.

Does the BBT Form 3 for Levante Gary R. indicate any recent buy or sell transactions?

The Form 3 for Beacon Financial Corp (BBT) does not indicate any recent buy or sell transactions. It records an initial ownership position of 6,494 common shares, functioning as a baseline disclosure rather than documenting trading activity.

What plan governs the restricted stock in Levante Gary R.’s BBT holdings?

The restricted stock in Levante Gary R.’s Beacon Financial Corp (BBT) holdings was granted under the Beacon Financial Corporation 2025 Stock Option and Incentive Plan. This plan provides equity-based compensation, and some of the reported 6,494 shares are subject to its terms.

Is Levante Gary R.’s ownership in BBT direct or indirect?

The Form 3 indicates that Levante Gary R.’s ownership of Beacon Financial Corp (BBT) shares is direct. All 6,494 common shares, including restricted stock from the 2025 Stock Option and Incentive Plan, are reported as directly held rather than through another entity.

AI-generated analysis. How Rhea-AI works. Not financial advice.

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SEC Form 3

FORM 3

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

INITIAL STATEMENT OF BENEFICIAL OWNERSHIP OF SECURITIES

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:			3235-0104
Estimated average burden
hours per response:			0.5

1. Name and Address of Reporting Person^*

Levante Gary R.

(Last) (First) (Middle)

131 CLARENDON STREET

(Street)

BOSTON MASSACHUSETTS 02116

(City) (State) (Zip)

UNITED STATES

(Country)

2. Date of Event Requiring Statement (Month/Day/Year)
04/23/2026

3. Issuer Name and Ticker or Trading Symbol
Beacon Financial Corp [ BBT ]

3a. Foreign Trading Symbol

5. If Amendment, Date of Original Filed (Month/Day/Year)

4. Relationship of Reporting Person(s) to Issuer
(Check all applicable)

	Director		10% Owner
X	Officer (give title below)		Other (specify below)
	Chief Marketing Officer

6. Individual or Joint/Group Filing (Check Applicable Line)

X	Form filed by One Reporting Person
	Form filed by More than One Reporting Person

Table I - Non-Derivative Securities Beneficially Owned
1. Title of Security (Instr. 4)	2. Amount of Securities Beneficially Owned (Instr. 4)	3. Ownership Form: Direct (D) or Indirect (I) (Instr. 5)	4. Nature of Indirect Beneficial Ownership (Instr. 5)
Common Stock	6,494(1)	D

Table II - Derivative Securities Beneficially Owned (e.g., puts, calls, warrants, options, convertible securities)
1. Title of Derivative Security (Instr. 4)	2. Date Exercisable and Expiration Date (Month/Day/Year)		3. Title and Amount of Securities Underlying Derivative Security (Instr. 4)		4. Conversion or Exercise Price of Derivative Security	5. Ownership Form: Direct (D) or Indirect (I) (Instr. 5)	6. Nature of Indirect Beneficial Ownership (Instr. 5)
	Date Exercisable	Expiration Date	Title	Amount or Number of Shares

Explanation of Responses:

1. Includes restricted stock shares granted pursuant to the Beacon Financial Corporation 2025 Stock Option and Incentive Plan.

Remarks:

	Gary R. Levante by Marissa S. Martin, P.O.A.	05/01/2026
	** 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 5 (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 3: SEC 1473 (03-26)