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.
Allowance for credit losses, branch consolidation costs, rising deposit competition—Berkshire Hills Bancorp’s disclosures bury critical insights inside hundreds of pages. If you have ever asked, “How do I read a Berkshire Hills Bancorp annual report 10-K simplified?” you already know the challenge.
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Bogdan Nowak filed an initial Form 3 reporting ownership of 107,338 shares of common stock of Beacon Financial Corp (BBT). The filing lists Nowak's address in Boston, MA, and indicates his relationship to the issuer as a Director. The event requiring the statement occurred on 09/01/2025 and the Form was signed by Marissa S. Martin as power of attorney on 09/05/2025.
Sean Gray, listed as Chief Operations Officer and a director, reported transactions in Beacon Financial Corp [BBT] on 08/29/2025. Restricted stock awards granted on 01/30/2023 (9,882 shares) and 01/30/2024 (11,890 shares) vested at 100% and were transferred to Mr. Gray on 08/29/2025, resulting in a 21,772-share acquisition reported at $0 and increasing his direct beneficial ownership to 137,330 shares. The filing also reports a sale of 13,589 shares at $26.13, leaving 123,741 shares directly owned. Additional holdings include 2,762 shares via a 401(k). The form is signed by Marc Levy pursuant to power of attorney on 09/03/2025.
Jacqueline Courtwright, Chief Human Resources Officer, reported insider transactions dated 08/29/2025 involving common stock of the issuer noted in this filing. On that date she received 6,413 shares that vested and were transferred to her at no cash cost and sold 3,103 shares at $26.13 per share. After these transactions the filing shows 18,025 shares beneficially owned directly, plus certain indirect holdings including previously granted stock awards and 446 shares held in a 401(k). The filing includes explanations that restricted stock awards granted in January 2023 and January 2024 vested at 100% of target and were transferred on August 29, 2025.
Prescott Wm Gordon reported receipt of 5,902 shares of common stock that were transferred to him on August 29, 2025, at no cash price as vested restricted stock. After the transfers, he beneficially owns 28,584 shares directly. The 5,902 shares reflect vesting of two prior restricted stock grants: 2,668 shares granted January 30, 2023, and 3,234 shares granted January 30, 2024, each subject to three-year cliff vesting and performance criteria and both vested at 100% of target. The filing also shows indirect holdings: 2,644 shares held in a 401(k) and 1,310 shares held in an IRA. The form was signed by an attorney-in-fact on September 3, 2025.
Insider transactions at Berkshire Hills Bancorp (BHLB): Ellen Tulchiner, EVP and Head of Consumer Lending & Payments, received vesting restricted stock awards that converted to 6,036 shares and were transferred to her on 08/29/2025 at no cash cost. On the same date she disposed of 2,906 shares at $26.13 per share. After these transactions the filing reports beneficial ownership levels shown as 8,814 and 5,908 shares in the transaction lines; the explanations state earlier grants from January 30, 2023 (2,964 shares) and January 30, 2024 (3,072 shares) vested at 100% and were delivered on August 29, 2025. The form is signed by Marc Levy under power of attorney and filed on 09/03/2025.
Reporting person: James Cannon Brown, SEVP and Head of Commercial Banking, reported changes in his beneficial ownership of the issuer's common stock.
On 08/29/2025 8,950 restricted shares (granted 01/30/2024 subject to a three-year cliff and performance criteria) vested and were transferred to him at $0 (reflecting vesting). Also on 08/29/2025 he disposed of 4,371 shares at $26.13, leaving him with 13,072 shares beneficially owned following the reported transactions. The filing notes that 3,978 shares from a prior stock award vested and became direct holdings.
Nitin J. Mhatre, who identifies as President and CEO and a Director of Beacon Financial Corp [BBT], reported transactions on 08/29/2025. The filing shows 38,327 shares were acquired at a $0 price and transferred to direct ownership, increasing the reporting person’s direct holdings to 153,738 shares. On the same date the reporting person disposed of 24,907 shares at $26.13, leaving 128,831 shares held directly after that sale. The filing explains these movements reflect the vesting and transfer of restricted stock awards originally granted on January 30, 2023 (17,327 shares) and January 30, 2024 (21,000 shares), each subject to three-year cliff vesting and performance criteria that vested at 100% of target and were transferred on August 29, 2025. The Form 4 was filed by one reporting person.
Gregory D. Lindenmuth, EVP and Chief Risk Officer, reported insider transactions in Beacon Financial Corp (ticker shown as BBT). On 08/29/2025 restricted awards vested and 6,992 shares were transferred to him at no cash price, bringing his direct holdings to 26,136 shares. On the same date he sold 2,759 shares at $26.13, leaving 23,377 shares owned directly. The filing notes prior vesting of 703 and 1,703 shares from earlier awards and reports 13,433 shares held indirectly via a 401(k). The Form 4 was signed by power of attorney on 09/03/2025.
Reporting person: Brett Brbovic, the EVP and CFO listed on this Form 4.
On 08/29/2025 Mr. Brbovic reported a disposition of 2,376 shares of Common Stock at $26.13 per share, leaving 16,512 shares held directly after the transaction. Several previously held stock awards vested and converted to direct ownership: 1,099, 1,632, 2,435 and 2,926 shares from Stock Award II–V, respectively. Additional holdings include 590 shares held in a 401(k). The Form 4 states the stock awards were granted under the Berkshire Hills Bancorp, Inc. 2022 Equity Compensation Plan and describes the vesting schedules for multiple award tranches.
Conn Kevin, listed as Senior Managing Director, Investor Relations, reported a sale and vesting activity for Beacon Financial Corp (BBT). On 08/29/2025 he disposed of 1,388 common shares at $26.13 per share. After the transaction and recent vesting, he beneficially owns 26,924 shares directly. Several previously restricted stock awards vested, converting 769, 1,938, and 2,019 shares from Stock Award III, IV and V into direct holdings. The Form 4 was signed under power of attorney on 09/03/2025.
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