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.
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.
Beacon Financial Corporation and Beacon Bank were formed through the closing of mergers between Berkshire Hills Bancorp and Brookline Bancorp. The combined boards each total 16 directors, split evenly between designees of Berkshire and Brookline. David M. Brunelle is designated to serve as chairman of the surviving company and bank and Paul A. Perrault is designated to serve as president and chief executive officer, each for two-year terms subject to election. A senior executive team is named, listing six officers and their roles. The filing notes a change in control under an existing employment agreement, and that Nitin J. Mhatre is no longer associated with the company. Several merger-related agreements and governance amendments are furnished as exhibits, and the company’s headquarters is identified in Boston, Massachusetts.
Berkshire Hills Bancorp, Inc. reports that it and Brookline Bancorp, Inc. have received all required regulatory approvals and waivers from the Federal Reserve, New York State Department of Financial Services, Massachusetts Division of Banks, and the Rhode Island Department of Business Regulation, Division of Banking to complete their previously announced merger of equals. The banks also obtained approvals for related mergers of Berkshire Bank, Bank Rhode Island, and PCSB Bank with and into Brookline Bank, with Brookline Bank remaining as the surviving bank. The companies anticipate closing this combined transaction on September 1, 2025, subject to customary closing conditions.
Fuller & Thaler Asset Management, Inc. reports beneficial ownership of 2,734,139.58 shares of Berkshire Hills Bancorp Inc. common stock, representing 5.90% of the class. The filer states it is a California investment adviser and holds sole voting power over 2,703,668.58 shares and sole dispositive power over 2,734,139.58 shares as investment adviser to certain clients. Fuller & Thaler says the securities are held in the ordinary course of business and not for the purpose of changing or influencing control of the issuer; the filing clarifies that clients retain the right to receive dividends or sale proceeds.
Berkshire Hills Bancorp reported improved profitability for the quarter ended June 30, 2025. Net income was $30,366 thousand for the three months and $56,085 thousand for the six months, up from $24,025 thousand and $3,837 thousand a year earlier. Net interest income rose to $91,921 thousand in Q2 and total net revenue increased to $113,673 thousand, reflecting higher loan-related fee income and stable net interest margins.
The balance sheet shows total assets of $12.035 billion and shareholders' equity of $1.222 billion. Deposits declined by $396.2 million to $9.979 billion and short-term borrowings increased to $360.0 million. The securities portfolio carried aggregate unrealized losses of $193.6 million. Criticized loans (Special Mention and lower) rose to $344,153 thousand and the allowance for credit losses on loans was $117,344 thousand.
State Street Corporation reported beneficial ownership of 2,393,791 shares of Berkshire Hills Bancorp Inc. common stock, equal to 5.2% of the class. The filing shows no sole voting or dispositive power and records shared voting power of 366,144 shares and shared dispositive power over all 2,393,791 shares. Several State Street Global Advisors entities are identified as the advisory/holding subsidiaries through which these positions are held. The filing includes a certification that the securities are held in the ordinary course of business and were not acquired to influence control of the issuer.
Berkshire Hills Bancorp, Inc. (NYSE: BHLB) filed an 8-K dated 24 Jul 2025 to furnish Q2-25 information.
- Item 2.02 – Results of Operations: The company issued a news release (Ex. 99.1) announcing financial results for the quarter ended 30 Jun 2025. No figures are included in the filing; the release is treated as “furnished,” not “filed.”
- Conference call/webcast: Held 24 Jul 2025 with replay available until 31 Jul 2025; webcast and slide deck posted on the IR website.
- Item 7.01 – Regulation FD: Investor presentation slides used during the call are available online.
- Exhibits: 99.1 (news release) and 104.1 (Inline XBRL cover page).
No quantitative results, guidance, or other material events are disclosed in the text supplied. Consequently, the filing is informational only and has limited immediate valuation impact.