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.
Berkshire Hills Bancorp SEC filings provide comprehensive disclosure on the financial condition, operating results, risk factors, and corporate governance of the bank holding company. The institution files periodic reports including annual 10-K forms with audited financial statements, quarterly 10-Q forms with unaudited interim results, and current reports on Form 8-K disclosing material events between regular reporting periods.
Annual 10-K filings contain detailed information on business operations, market conditions, competitive position, regulatory environment, loan portfolio composition, deposit characteristics, interest rate sensitivity, capital adequacy, and management's discussion of financial performance. Risk factor disclosures address credit risk, interest rate risk, operational risk, regulatory risk, cybersecurity threats, and economic conditions that could affect financial results. Corporate governance details include board composition, committee structures, executive compensation arrangements, and related party transactions.
Quarterly 10-Q filings track interim financial performance with unaudited balance sheets, income statements, and cash flow statements, accompanied by management commentary on quarterly results and changes in financial condition. These reports enable investors to monitor loan growth, deposit trends, net interest margin progression, nonperforming asset levels, provision for credit losses, noninterest income sources, operating expenses, and capital ratios across reporting periods.
Proxy statements filed on Schedule DEF 14A disclose executive compensation, director compensation, board nominees, shareholder proposals, and governance matters submitted for shareholder votes at annual meetings. Registration statements, prospectuses, and merger-related filings document capital raising activities, securities offerings, and corporate transactions such as the merger with Brookline Bancorp that created Beacon Financial Corporation. Investors and analysts utilize these SEC filings to conduct fundamental analysis, assess credit quality, evaluate management effectiveness, and make informed decisions regarding the institution's securities.
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.
Joanne B. Chang filed an Initial Statement of Beneficial Ownership (Form 3) reporting ownership of 10,443 shares of Common Stock of Beacon Financial Corp (symbol shown as BBT). The filing lists Chang's address in Boston, MA, and indicates her relationship to the issuer as a Director. The event date requiring the statement is 09/01/2025, and the form is signed on behalf of Joanne B. Chang by Marissa S. Martin as power of attorney on 09/05/2025. The report is filed by one reporting person and discloses the shares as directly beneficially owned.
Beacon Financial Corp (BBT) Form 3: John M. Pereira reported beneficial ownership of 19,431 shares of Common Stock on an initial Form 3 covering an event dated 09/01/2025. The filing indicates Mr. Pereira is a director of the issuer and the Form was signed on his behalf by Marissa S. Martin, P.O.A., on 09/05/2025. The filing was completed by one reporting person and lists the position and direct ownership without additional derivatives or indirect holdings.
Mark J. Meiklejohn filed an initial Form 3 disclosing beneficial ownership of 42,421 shares of common stock of Beacon Financial Corp (BBT). The filing lists Meiklejohn's address in Boston and identifies his relationship to the issuer as a director and the Chief Credit Officer. The reportable event date is 09/01/2025, and the Form 3 was signed by a power of attorney on 09/05/2025. No derivative securities or additional remarks are reported.
Margaret Boles Fitzgerald filed an initial Form 3 reporting beneficial ownership of Beacon Financial Corp (BBT) securities after a 09/01/2025 reportable event. The filing shows 16,071 shares held directly and an additional 273 shares held indirectly through an IRA. The form indicates Ms. Fitzgerald is a director and the Form 3 was signed via power of attorney on 09/05/2025.
Initial Form 3 filed for Merrill W. Sherman reporting ownership in Beacon Financial Corp (ticker BBT). The filing shows Mr. Sherman, a director, directly owns 23,421 shares of Beacon Financial Corp. The event requiring the statement occurred on 09/01/2025 and the Form 3 was signed by Marissa S. Martin as power of attorney on 09/05/2025. The filing was submitted by a single reporting person from a Boston, MA address.
Michael W. McCurdy filed an initial Form 3 reporting beneficial ownership of 35,009 shares of Beacon Financial Corp (ticker shown as BBT). The event requiring the statement is dated 09/01/2025 and the Form is signed on behalf of Mr. McCurdy by Marissa S. Martin, P.O.A., dated 09/05/2025. The filer is identified as a Director and Officer (Chief Banking Officer) and the shares are held in direct ownership.
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