Welcome to our dedicated page for Berkshire Hills Bancorp SEC filings (Ticker: BHLB), 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.
This page aggregates SEC filings historically associated with Berkshire Hills Bancorp, Inc. under the symbol BHLB and its successor, Beacon Financial Corporation, now trading on the New York Stock Exchange as BBT. These regulatory documents provide a detailed record of the company’s financial reporting, corporate actions and transformation through its merger of equals with Brookline Bancorp, Inc.
Among the filings, investors will find Form 8-K reports in which Berkshire Hills Bancorp announced quarterly and annual financial results, including net interest income, net interest margin, operating earnings, efficiency ratios, loan and deposit balances, and asset quality measures. Other 8-K filings document dividends declared by the Board of Directors, conference call and webcast information, and materials such as investor presentations.
Filings from 2024 and 2025 are especially important for understanding the merger transaction. A Form 8-K dated August 25, 2025 reports receipt of all required regulatory approvals for the merger of equals with Brookline Bancorp. A subsequent Form 8-K dated September 2, 2025 confirms completion of the merger on September 1, 2025, the change of the holding company’s name to Beacon Financial Corporation, and the change of the NYSE ticker symbol from BHLB to BBT. Additional 8-K and 8-K/A filings describe related matters such as the assumption of subordinated debentures, amendments to the certificate of incorporation and bylaws, changes in directors and executive officers, and the appointment of a new independent registered public accounting firm.
Later 8-K and 8-K/A filings under the Beacon Financial Corporation name continue to reference that the company was previously known as Berkshire Hills Bancorp, Inc. and confirm that its common stock trades under the BBT symbol. These filings also include pro forma combined financial information for the merger with Brookline Bancorp. On this page, users can access these historical and transitional filings and use AI-powered summaries to quickly understand key points in lengthy documents such as merger-related 8-Ks and financial disclosures.
Beacon Financial Corp (BBT) director Thomas J. Hollister reported an open-market purchase of 4,200 shares of common stock at $24.66 on 11/04/2025, according to a Form 4.
Following the transaction, beneficial ownership stood at 21,951 shares held directly, plus 7,476 shares held indirectly via the Thomas J. Hollister IRA and 966 shares held indirectly via the Thomas J. Hollister Trust. The filing indicates it was submitted by one reporting person and includes a power of attorney exhibit.
Beacon Financial Corp (BBT) reported an insider purchase on a Form 4. CFO & Chief Strategy Officer Carl M. Carlson bought 2,000 shares of common stock at $24.69 on November 3, 2025 (transaction code P).
After this open‑market purchase, he directly owned 75,690 shares.
Beacon Financial Corp (BBT) disclosed an insider transaction on Form 4. A director purchased 635 shares of common stock at $24.26 on November 3, 2025 (Transaction Code: P). Following this trade, the reporting person holds 13,540 shares with direct ownership.
Beacon Financial Corporation announced third‑quarter results and declared a regular quarterly dividend of $0.3225 per share. The dividend is payable on November 24, 2025 to stockholders of record on November 10, 2025. The company also released an earnings press release and posted an investor presentation on its website, providing additional details on the quarter.
Carl M. Carlson, identified as a director and the CFO & Chief Strategy Officer of Beacon Financial Corporation, reported a Section 16 transaction dated 09/19/2025. He was granted 7,879 restricted shares of Beacon Financial common stock at no cash price, bringing his total beneficial ownership to 73,690 shares. The restricted shares were granted under the Beacon Financial Corporation 2025 Stock Option and Incentive Plan and vest in two equal annual installments beginning September 1, 2026. The Form 4 was signed by Marissa S. Martin as power of attorney on 09/23/2025.
Mark J. Meiklejohn, identified as Chief Credit Officer and a director of Beacon Financial Corporation, reported a grant of 6,341 restricted shares of the issuer's common stock on 09/19/2025 under the Beacon Financial Corporation 2025 Stock Option and Incentive Plan. The restricted shares were granted at a $0 price and will vest in two equal annual installments beginning 09/01/2026. After the grant, the reporting person beneficially owned 48,762 shares (which includes the newly granted restricted shares). The Form 4 was signed by a power of attorney on 09/23/2025. No derivative transactions or cash purchases are reported.
Michael W. McCurdy, Chief Banking Officer and Director of Beacon Financial Corporation (ticker shown as BBT), received a grant of 7,879 restricted shares on 09/19/2025. The shares were granted under the Beacon Financial Corporation 2025 Stock Option and Incentive Plan and were issued at a price of $0. Following the reported transaction, Mr. McCurdy beneficially owned 42,888 shares. The restricted shares vest in two equal annual installments beginning September 1, 2026. The Form 4 was signed on behalf of Mr. McCurdy by Marissa S. Martin, P.O.A., on 09/23/2025.
Paul A. Perrault, President and CEO and director of Beacon Financial Corporation (ticker BHLB), reported an insider transaction on Form 4. On 09/19/2025 he was granted 17,921 restricted shares of Common Stock under the Beacon Financial Corporation 2025 Stock Option and Incentive Plan at a $0 purchase price. Following the grant he beneficially owns 222,301 shares in total, which includes restricted shares from the 2025 plan. In addition, he has an indirect beneficial interest in 31,500 shares held by "Paul A. Perrault GRAT #3." The restricted shares vest in two equal annual installments beginning September 1, 2026. The Form 4 was signed by Marissa S. Martin as P.O.A. on 09/23/2025.
Beacon Financial Corp director Willard I. Hill Jr. reported a sale of 1,000 shares of the issuer's common stock on 09/12/2025 at a price of $25.96 per share. After the sale, Mr. Hill beneficially owns 12,326 shares directly and 307 shares indirectly through an IRA. The Form 4 was signed by a power of attorney on behalf of Mr. Hill on 09/16/2025. The filing identifies the reporting person as a director and indicates the transaction was a straightforward disposition; no derivative transactions or additional securities were reported.
Beacon Financial Corporation, formerly Berkshire Hills Bancorp, reported that its audit committee dismissed Crowe LLP as its independent registered public accounting firm and appointed KPMG LLP following the completion of its previously announced merger of equals with Brookline Bancorp. The merger, completed on September 1, 2025, is accounted for as a reverse acquisition, with Beacon as the legal acquirer and Brookline as the accounting acquirer. Crowe’s audit reports on Beacon’s 2023 and 2024 financial statements contained no adverse opinions, disclaimers, or qualified modifications, and there were no disagreements or reportable events with Crowe through September 8, 2025. The company states it did not consult with KPMG on accounting or reporting matters during 2023, 2024, or through September 8, 2025 before this appointment.