Welcome to our dedicated page for Beacon Financial 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.
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.
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.
Paul A. Perrault filed an initial Form 3 reporting beneficial ownership in Beacon Financial Corp (symbol shown as BBT). The filing records 204,380 shares held directly and an additional 31,500 shares held indirectly through "Paul A. Perrault GRAT #3". The form identifies Perrault as a Director and President and CEO and shows the transaction date as 09/01/2025 with the form signed on 09/05/2025.
Thomas J. Hollister filed an initial Form 3 reporting his beneficial ownership in Beacon Financial Corp (BBT) following a 09/01/2025 event. He is identified as a Director and filed as an individual reporting person. The filing shows ownership of 21,951 shares of common stock held directly, plus 3,276 shares held indirectly in an IRA and 966 shares held indirectly in a trust, for a total of 26,193 shares disclosed. The form contains no derivative holdings and includes a signature by Hollister via a power of attorney on 09/05/2025. The filing is a routine disclosure required under Section 16 and does not state any transactions, option grants, or additional narrative explanations.
Form 3 filing: Willard I. Hill, Jr. reported initial beneficial ownership of Beacon Financial Corp (BBT) securities. He directly owns 13,326 shares of common stock and indirectly owns 307 shares through an IRA. The event requiring the statement occurred on 09/01/2025 and the form was signed by Marissa S. Martin as POA on 09/05/2025. The filer is identified as a director and this is an individual filing.
Form 3 (Initial Statement) filed for Carl M. Carlson reporting beneficial ownership in Beacon Financial Corp (ticker: BBT). The filing shows Mr. Carlson, listed as an officer with the title CFO & Chief Strategy Officer, directly beneficially owns 65,811 shares of Beacon Financial Corp common stock. The event date triggering the filing is 09/01/2025 and the form is signed by a power of attorney, Marissa S. Martin, on 09/05/2025. The submission provides name, address (Boston, MA 02116) and confirms this is an individual filing by one reporting person.
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.