BBT · Beacon Financial Corp
Trades by corporate insiders — officers, directors and holders of more than 10% of the shares — disclosed to the SEC on Forms 3, 4 and 5. Form 4 must be filed within two business days of the trade.
| Date | Insider | Role | Type | Security | Shares |
|---|---|---|---|---|---|
| 2026-06-16 | McCurdy Michael W. |
Chief Banking Officer |
Award↑
Filing footnotes — Common Stock (Direct)
Restricted stock shares granted pursuant to the 2025 Beacon Financial Corporation Stock Option and Incentive Plan. The shares vest in three equal installments on an annual basis, commencing one year from the date of grant. |
Common Stock
|
5,167 |
| 2026-06-16 | Rosengren Eric S |
Director |
Award↑
Filing footnotes — Common Stock (Direct)
Restricted stock shares granted pursuant to the 2025 Beacon Financial Corporation Stock Option and Incentive Plan. The shares vest one year from date of grant. |
Common Stock
|
2,509 |
| 2026-06-16 | Carlson Carl M |
CFO & Chief Strategy Officer |
Award↑
Filing footnotes — Common Stock (Direct)
Performance based restricted stock shares granted pursuant to the 2025 Beacon Financial Corporation Stock Option and Incentive Plan. The shares vest on the third anniversary of the date of grant based on certain performance based metrics. Includes shares of restricted stock granted pursuant to the 2025 Beacon Financial Corporation Stock Option and Incentive Plan. |
Common Stock
|
5,167 |
| 2026-06-16 | Levante Gary R. |
Chief Marketing Officer |
Award↑
Filing footnotes — Common Stock (Direct)
Performance based restricted stock shares granted pursuant to the 2025 Beacon Financial Corporation Stock Option and Incentive Plan. The shares vest on the third anniversary of the date of grant based on certain performance based metrics. Includes shares of restricted stock granted pursuant to the 2025 Beacon Financial Corporation Stock Option and Incentive Plan. |
Common Stock
|
2,164 |
| 2026-06-16 | PERRAULT PAUL A |
Director, President and CEO |
Award↑
Filing footnotes — Common Stock (Direct)
Restricted stock shares granted pursuant to the 2025 Beacon Financial Corporation Stock Option and Incentive Plan. The shares vest in three equal installments on an annual basis, commencing one year from the date of grant. |
Common Stock
|
18,174 |
| 2026-06-16 | Hughes William H III |
Director |
Award↑
Filing footnotes — Common Stock (Direct)
Restricted stock shares granted pursuant to the 2025 Beacon Financial Corporation Stock Option and Incentive Plan. The shares vest one year from date of grant. |
Common Stock
|
2,509 |
| 2026-06-16 | Gray Sean |
Chief Operations Officer |
Award↑
Filing footnotes — Common Stock (Direct)
Restricted stock shares granted pursuant to the 2025 Beacon Financial Corporation Stock Option and Incentive Plan. The shares vest in three equal installments on an annual basis, commencing one year from the date of grant. |
Common Stock
|
5,167 |
| 2026-06-16 | Carlson Carl M |
CFO & Chief Strategy Officer |
Award↑
Filing footnotes — Common Stock (Direct)
Restricted stock shares granted pursuant to the 2025 Beacon Financial Corporation Stock Option and Incentive Plan. The shares vest in three equal installments on an annual basis, commencing one year from the date of grant. |
Common Stock
|
5,167 |
| 2026-06-16 | Chang Joanne B. |
Director |
Award↑
Filing footnotes — Common Stock (Direct)
Restricted stock shares granted pursuant to the 2025 Beacon Financial Corporation Stock Option and Incentive Plan. The shares vest one year from date of grant. |
Common Stock
|
2,509 |
| 2026-06-16 | Pereira John M. |
Director |
Award↑
Filing footnotes — Common Stock (Direct)
Restricted stock shares granted pursuant to the 2025 Beacon Financial Corporation Stock Option and Incentive Plan. The shares vest one year from date of grant. |
Common Stock
|
2,509 |
| 2026-06-16 | Maxfield Sylvia |
Director |
Award↑
Filing footnotes — Common Stock (Direct)
Restricted stock shares granted pursuant to the 2025 Beacon Financial Corporation Stock Option and Incentive Plan. The shares vest one year from date of grant. |
Common Stock
|
2,509 |
| 2026-06-16 | Chang Joanne B. |
Director |
Award↑
Filing footnotes — Common Stock (Direct)
Restricted stock shares granted pursuant to the 2025 Beacon Financial Corporation Stock Option and Incentive Plan. The shares vest one year from date of grant. |
Common Stock
|
2,509 |
| 2026-06-16 | SHERMAN MERRILL W |
Director |
Award↑
Filing footnotes — Common Stock (Direct)
Restricted stock shares granted pursuant to the 2025 Beacon Financial Corporation Stock Option and Incentive Plan. The shares vest one year from date of grant. |
Common Stock
|
2,509 |
| 2026-06-16 | Polito Karyn |
Director |
Award↑
Filing footnotes — Common Stock (Direct)
Restricted stock shares granted pursuant to the 2025 Beacon Financial Corporation Stock Option and Incentive Plan. The shares vest one year from date of grant. |
Common Stock
|
2,509 |
| 2026-06-16 | NOWAK BOGDAN |
Director |
Award↑
Filing footnotes — Common Stock (Direct)
Restricted stock shares granted pursuant to the 2025 Beacon Financial Corporation Stock Option and Incentive Plan. The shares vest one year from date of grant. |
Common Stock
|
2,509 |
| 2026-06-16 | Brunelle David |
Director |
Award↑
Filing footnotes — Common Stock (Direct)
Restricted stock shares granted pursuant to the 2025 Beacon Financial Corporation Stock Option and Incentive Plan. The shares vest one year from date of grant. |
Common Stock
|
2,509 |
| 2026-06-16 | Hill Willard I JR |
Director |
Award↑
Filing footnotes — Common Stock (Direct)
Restricted stock shares granted pursuant to the 2025 Beacon Financial Corporation Stock Option and Incentive Plan. The shares vest one year from date of grant. |
Common Stock
|
2,509 |
| 2026-06-16 | McCurdy Michael W. |
Chief Banking Officer |
Award↑
Filing footnotes — Common Stock (Direct)
Performance based restricted stock shares granted pursuant to the 2025 Beacon Financial Corporation Stock Option and Incentive Plan. The shares vest on the third anniversary of the date of grant based on certain performance based metrics. Includes shares of restricted stock granted pursuant to the 2025 Beacon Financial Corporation Stock Option and Incentive Plan. |
Common Stock
|
5,167 |
| 2026-06-16 | Meiklejohn Mark J. |
Chief Credit Officer |
Award↑
Filing footnotes — Common Stock (Direct)
Restricted stock shares granted pursuant to the 2025 Beacon Financial Corporation Stock Option and Incentive Plan. The shares vest in three equal installments on an annual basis, commencing one year from the date of grant. |
Common Stock
|
4,420 |
| 2026-06-16 | Callahan Mary Anne |
Director |
Award↑
Filing footnotes — Common Stock (Direct)
Restricted stock shares granted pursuant to the 2025 Beacon Financial Corporation Stock Option and Incentive Plan. The shares vest one year from date of grant. |
Common Stock
|
2,509 |
| 2026-06-16 | Meiklejohn Mark J. |
Chief Credit Officer |
Award↑
Filing footnotes — Common Stock (Direct)
Performance based restricted stock shares granted pursuant to the 2025 Beacon Financial Corporation Stock Option and Incentive Plan. The shares vest on the third anniversary of the date of grant based on certain performance based metrics. Includes shares of restricted stock granted pursuant to the 2025 Beacon Financial Corporation Stock Option and Incentive Plan. |
Common Stock
|
4,420 |
| 2026-06-16 | Levante Gary R. |
Chief Marketing Officer |
Award↑
Filing footnotes — Common Stock (Direct)
Restricted stock shares granted pursuant to the 2025 Beacon Financial Corporation Stock Option and Incentive Plan. The shares vest in three equal installments on an annual basis, commencing one year from the date of grant. |
Common Stock
|
2,164 |
| 2026-06-16 | Desai Mihir A. |
Director |
Award↑
Filing footnotes — Common Stock (Direct)
Restricted stock shares granted pursuant to the 2025 Beacon Financial Corporation Stock Option and Incentive Plan. The shares vest one year from date of grant. |
Common Stock
|
2,509 |
| 2026-06-16 | Charnley Nina A |
Director |
Award↑
Filing footnotes — Common Stock (Direct)
Restricted stock shares granted pursuant to the 2025 Beacon Financial Corporation Stock Option and Incentive Plan. The shares vest one year from date of grant. |
Common Stock
|
2,509 |
| 2026-06-16 | Hollister Thomas J |
Director |
Award↑
Filing footnotes — Common Stock (Direct)
Restricted stock shares granted pursuant to the 2025 Beacon Financial Corporation Stock Option and Incentive Plan. The shares vest one year from date of grant. |
Common Stock
|
2,509 |
| 2026-06-16 | PERRAULT PAUL A |
Director, President and CEO |
Award↑
Filing footnotes — Common Stock (Direct)
Performance based restricted stock shares granted pursuant to the 2025 Beacon Financial Corporation Stock Option and Incentive Plan. The shares vest on the third anniversary of the date of grant based on certain performance based metrics. Includes shares of restricted stock granted pursuant to the 2025 Beacon Financial Corporation Stock Option and Incentive Plan. |
Common Stock
|
18,174 |
| 2026-06-16 | Gray Sean |
Chief Operations Officer |
Award↑
Filing footnotes — Common Stock (Direct)
Performance based restricted stock shares granted pursuant to the 2025 Beacon Financial Corporation Stock Option and Incentive Plan. The shares vest on the third anniversary of the date of grant based on certain performance based metrics. Includes shares of restricted stock granted pursuant to the 2025 Beacon Financial Corporation Stock Option and Incentive Plan. |
Common Stock
|
5,167 |
| 2026-06-16 | Fitzgerald Margaret Boles |
Director |
Award↑
Filing footnotes — Common Stock (Direct)
Restricted stock shares granted pursuant to the 2025 Beacon Financial Corporation Stock Option and Incentive Plan. The shares vest one year from date of grant. |
Common Stock
|
2,509 |
| 2026-02-26 | McCurdy Michael W. |
Chief Banking Officer |
Sell↓
Filing footnotes — Common Stock (Direct)
The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $31.17 to $30.91, inclusive. The reporting person undertakes to provide to Beacon Financial Corporation, any security holder of Beacon Financial Corporation, or the staff of the Securities and Exchange Commission upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in footnote(1) to this form 4. |
Common Stock
|
17,333 |
| 2025-11-04 | Hollister Thomas J |
Director |
Buy↑
|
Common Stock
(I)
|
4,200 |
| 2025-11-04 | Callahan Mary Anne |
Director |
Buy↑
Filing footnotes — Common Stock (Indirect)
The price reported in Column 4 is a weighted average price. The shares were purchased in multiple transactions at prices ranging from $24.63 to $24.71, inclusive. The Reporting Person undertakes to provide to Beacon Financial Corporation, any security holder of Beacon Financial Corporation, or the staff of the Securities and Exchange Commission upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in footnote (1) to this Form 4. Includes shares of stock previously reported as held directly. The Reporting Person transferred the shares to the Reporting Person's Trust. |
Common Stock
(I)
|
4,000 |
| 2025-11-03 | Hughes William H III |
Director |
Buy↑
|
Common Stock
|
635 |
| 2025-11-03 | Carlson Carl M |
CFO & Chief Strategy Officer |
Buy↑
|
Common Stock
|
2,000 |
| 2025-09-19 | PERRAULT PAUL A |
Director, President and CEO |
Award↑
Filing footnotes — Common Stock (Direct)
Restricted stock shares granted pursuant to the Beacon Financial Corporation 2025 Stock Option and Incentive Plan. The shares vest in two equal annual installments commencing on September 1, 2026. Includes shares of restricted stock granted pursuant to the Beacon Financial Corporation 2025 Stock Option and Incentive Plan. |
Common Stock
|
17,921 |
| 2025-09-19 | Carlson Carl M |
CFO & Chief Strategy Officer |
Award↑
Filing footnotes — Common Stock (Direct)
Restricted stock shares granted pursuant to the Beacon Financial Corporation 2025 Stock Option and Incentive Plan. The shares vest in two equal annual installments commencing on September 1, 2026. Includes shares of restricted stock granted pursuant to the Beacon Financial Corporation 2025 Stock Option and Incentive Plan. |
Common Stock
|
7,879 |
| 2025-09-19 | Meiklejohn Mark J. |
Chief Credit Officer |
Award↑
Filing footnotes — Common Stock (Direct)
Restricted stock shares granted pursuant to the Beacon Financial Corporation 2025 Stock Option and Incentive Plan. The shares vest in two equal annual installments commencing on September 1, 2026. Includes shares of restricted stock granted pursuant to the Beacon Financial Corporation 2025 Stock Option and Incentive Plan. |
Common Stock
|
6,341 |
| 2025-09-19 | McCurdy Michael W. |
Chief Banking Officer |
Award↑
Filing footnotes — Common Stock (Direct)
Restricted stock shares granted pursuant to the Beacon Financial Corporation 2025 Stock Option and Incentive Plan. The shares vest in two equal annual installments commencing on September 1, 2026. Includes shares of restricted stock granted pursuant to the Beacon Financial Corporation 2025 Stock Option and Incentive Plan. |
Common Stock
|
7,879 |
| 2025-09-12 | Hill Willard I JR |
Director |
Sell↓
|
Common Stock
|
1,000 |
| 2025-08-29 | Gray Sean |
Chief Operations Officer |
Tax↓
Filing footnotes — Common Stock (Direct)
Since the reporting person's last report, 2,196 shares previously held through Stock Award XVIII and 5,285 shares previously held through Stock Award XIX have vested and are now owned directly. |
Common Stock
|
13,589 |
| 2025-08-29 | Courtwright Jacqueline |
Chief Human Resources Officer |
Tax↓
Filing footnotes — Common Stock (Direct)
Since the reporting person's last report, 659 shares previously held through Stock Award VI and 1,534 shares previously held through Stock Award VII have vested and are now owned directly. |
Common Stock
|
3,103 |
| 2025-08-29 | Lindenmuth Gregory D |
EVP and Chief Risk Officer |
Award↑
Filing footnotes — Common Stock (Direct)
On January 30, 2023 the reporting person was granted 3,162 shares of restricted stock subject to a three-year cliff vesting schedule and subject to the satisfaction of certain performance criteria. The shares vested at 100% of target, resulting in the vesting of 3,162 shares of restricted stock, and were transferred to the executive on August 29, 2025. On January 30, 2024 the reporting person was granted 3,830 shares of restricted stock subject to a three-year cliff vesting schedule and subject to the satisfaction of certain performance criteria. The shares vested at 100% of target, resulting in the vesting of 3,830 shares of restricted stock, and were transferred to the executive on August 29, 2025. Since the reporting person's last report, 703 shares previously held through Stock Award VII and 1,703 shares previously held through Stock Award VIII have vested and are now owned directly. |
Common Stock
|
6,992 |
| 2025-08-29 | Gray Sean |
Chief Operations Officer |
Award↑
Filing footnotes — Common Stock (Direct)
On January 30, 2023 the reporting person was granted 9,882 shares of restricted stock subject to a three-year cliff vesting schedule and subject to the satisfaction of certain performance criteria. The shares vested at 100% of target, resulting in the vesting of 9,882 shares of restricted stock, and were transferred to the executive on August 29, 2025. On January 30, 2024 the reporting person was granted 11,890 shares of restricted stock subject to a three-year cliff vesting schedule and subject to the satisfaction of certain performance criteria. The shares vested at 100% of target, resulting in the vesting of 11,890 shares of restricted stock, and were transferred to the executive on August 29, 2025. Since the reporting person's last report, 2,196 shares previously held through Stock Award XVIII and 5,285 shares previously held through Stock Award XIX have vested and are now owned directly. |
Common Stock
|
21,772 |
| 2025-08-29 | Tulchiner Ellen |
EVP,Head of Cnsmr Lndng&Pymnts |
Tax↓
Filing footnotes — Common Stock (Direct)
Since the reporting person's last report, 659 shares previously held through Stock Award II and 1,366 shares previously held through Stock Award III have vested and are now owned directly. |
Common Stock
|
2,906 |
| 2025-08-29 | Tulchiner Ellen |
EVP,Head of Cnsmr Lndng&Pymnts |
Award↑
Filing footnotes — Common Stock (Direct)
On January 30, 2023 the reporting person was granted 2,964 shares of restricted stock subject to a three-year cliff vesting schedule and subject to the satisfaction of certain performance criteria. The shares vested at 100% of target, resulting in the vesting of 2,964 shares of restricted stock, and were transferred to the executive on August 29, 2025. On January 30, 2024 the reporting person was granted 3,072 shares of restricted stock subject to a three-year cliff vesting schedule and subject to the satisfaction of certain performance criteria. The shares vested at 100% of target, resulting in the vesting of 3,072 shares of restricted stock, and were transferred to the executive on August 29, 2025. Since the reporting person's last report, 659 shares previously held through Stock Award II and 1,366 shares previously held through Stock Award III have vested and are now owned directly. |
Common Stock
|
6,036 |
| 2025-08-29 | Brown James Cannon |
SEVP, Chief Comm'l Banking Off |
Tax↓
Filing footnotes — Common Stock (Direct)
Since the reporting person's last report, 3,978 shares previously held through Stock Award II have vested and are now owned directly. |
Common Stock
|
4,371 |
| 2025-08-29 | Mhatre Nitin J. |
Director, President and CEO |
Tax↓
Filing footnotes — Common Stock (Direct)
Since the reporting person's last report, 3,851 shares previously held through Stock Award III and 9,334 shares previously held through Stock Award IV have vested and are now owned directly. |
Common Stock
|
24,907 |
| 2025-08-29 | Brbovic Brett |
EVP and CFO |
Tax↓
Filing footnotes — Common Stock (Direct)
Since the reporting person's last report, 1,099 shares previously held through Stock Award II, 1,632 shares previously held through Stock Award III, 2,435 shares previously held through Stock Award IV and 2,926 shares previously held through Stock Award V have vested and are now owned directly. |
Common Stock
|
2,376 |
| 2025-08-29 | Prescott Wm Gordon |
General Counsel and Corp Sec |
Award↑
Filing footnotes — Common Stock (Direct)
On January 30, 2023 the reporting person was granted 2,668 shares of restricted stock subject to a three-year cliff vesting schedule and subject to the satisfaction of certain performance criteria. The shares vested at 100% of target, resulting in the vesting of 2,668 shares of restricted stock, and were transferred to the executive on August 29, 2025. On January 30, 2024 the reporting person was granted 3,234 shares of restricted stock subject to a three-year cliff vesting schedule and subject to the satisfaction of certain performance criteria. The shares vested at 100% of target, resulting in the vesting of 3,234 shares of restricted stock, and were transferred to the executive on August 29, 2025. Since the reporting person's last report, 593 shares previously held through Stock Award VIII and 1,438 shares previously held through Stock Award IX have vested and are now owned directly. |
Common Stock
|
5,902 |
| 2025-08-29 | Mhatre Nitin J. |
Director, President and CEO |
Award↑
Filing footnotes — Common Stock (Direct)
On January 30, 2023 the reporting person was granted 17,327 shares of restricted stock subject to a three-year cliff vesting schedule and subject to the satisfaction of certain performance criteria. The shares vested at 100% of target, resulting in the vesting of 17,327 shares of restricted stock, and were transferred to the executive on August 29, 2025. On January 30, 2024 the reporting person was granted 21,000 shares of restricted stock subject to a three-year cliff vesting schedule and subject to the satisfaction of certain performance criteria. The shares vested at 100% of target, resulting in the vesting of 21,000 shares of restricted stock, and were transferred to the executive on August 29, 2025. Since the reporting person's last report, 3,851 shares previously held through Stock Award III and 9,334 shares previously held through Stock Award IV have vested and are now owned directly. |
Common Stock
|
38,327 |
| 2025-08-29 | Conn Kevin |
Sr Managing Dir/Inv Relations |
Tax↓
Filing footnotes — Common Stock (Direct)
Since the reporting person's last report, 769 shares previously held through Stock Award III, 1,938 shares previously held through Stock Award IV and 2,019 shares previously held through Stock Award V have vested and are now owned directly. |
Common Stock
|
1,388 |