Beacon Financial Corp
BBT- Exchange
- NYSE
- Industry
- Savings Institutions, Not Federally Chartered
- SEC CIK
- 0001108134
No open-market purchases or sales by Beacon Financial Corp insiders were filed in the last 90 days; 294 institutions reported holding it in 13F filings for Q2 2026, worth $2.35B in total; no superinvestor holds it.
Open-market trades, last 90 days
Open-market purchases (P) and sales (S) by Beacon Financial Corp insiders, counted by Form 4 filing. Trades with a flagged price and duplicate filings are left out.
- Open-market buys
- 0 filings
- Open-market sells
- 0 filings
- Insiders trading
- 0
- Net value
- $0
- Purchases minus sales
Insider roster
Directors, officers and 10% owners who have filed a Form 4 for Beacon Financial Corp, current and former, most recent filer first. Last reported holding is the position after the last non-derivative trade in their latest filing.
| Name | Title | Last reported holding | Last filing | Filings, past year |
|---|---|---|---|---|
| McCurdy Michael W. | Chief Banking Officer | 34,575 | Sep 2, 2026 | 3 |
| Meiklejohn Mark J. | Chief Credit Officer | 56,639 | Sep 2, 2026 | 2 |
| Perrault Paul A | President and CEO | 254,316 | Sep 2, 2026 | 2 |
| Carlson Carl M | CFO & Chief Strategy Officer | 84,732 | Sep 2, 2026 | 3 |
| Eagan John Buckley | General Counsel | 7,694 | Sep 2, 2026 | 1 |
| Levante Gary R. | Chief Marketing Officer | 10,721 | Sep 2, 2026 | 2 |
| Sherman Merrill W | Director | 23,421Indirect | Aug 19, 2026 | 2 |
| Nowak Bogdan | Director | 114,539 | Jun 24, 2026 | 1 |
| Hill Willard I JR | Director | 14,835 | Jun 24, 2026 | 1 |
| Hollister Thomas J | Director | 25,426 | Jun 24, 2026 | 2 |
| Pereira John M. | Director | 21,940 | Jun 24, 2026 | 1 |
| Gray Sean | Chief Operations Officer | 134,075 | Jun 24, 2026 | 1 |
| Fitzgerald Margaret Boles | Director | 18,580 | Jun 24, 2026 | 1 |
| Brunelle David | Director | 21,899 | Jun 24, 2026 | 1 |
| Chang Joanne B. | Director | 12,952 | Jun 24, 2026 | 2 |
| Hughes William H III | Director | 16,848 | Jun 24, 2026 | 2 |
| Maxfield Sylvia | Director | 13,993 | Jun 24, 2026 | 1 |
| Charnley Nina A | Director | 10,939 | Jun 24, 2026 | 1 |
| Desai Mihir A. | Director | 9,344 | Jun 24, 2026 | 1 |
| Polito Karyn | Director | 7,958 | Jun 24, 2026 | 1 |
| Rosengren Eric S | Director | 7,431 | Jun 24, 2026 | 1 |
| Callahan Mary Anne | Director | 2,509 | Jun 24, 2026 | 2 |
| Mhatre Nitin J. | President and CEO | 128,831 | Sep 3, 2025 | 0 |
| Lindenmuth Gregory D | EVP and Chief Risk Officer | 23,377 | Sep 3, 2025 | 0 |
| Prescott Wm Gordon | General Counsel and Corp Sec | 28,584 | Sep 3, 2025 | 0 |
| Brown James Cannon | SEVP-Head of Comm'l Banking | 13,072 | Sep 3, 2025 | 0 |
| Courtwright Jacqueline | Chief Human Resources Officer | 18,025 | Sep 3, 2025 | 0 |
| Conn Kevin | Sr Managing Dir/Inv Relations | 26,924 | Sep 3, 2025 | 0 |
| Tulchiner Ellen | EVP,Head of Cnsmr Lndng&Pymnts | 5,908 | Sep 3, 2025 | 0 |
| Brbovic Brett | EVP and CFO | 16,512 | Sep 3, 2025 | 0 |
| Kip Jeffrey W | Director | 2,595Indirect | Jan 31, 2025 | 0 |
| Moffatt Laurie Norton | Director | 2,595Indirect | Jan 31, 2025 | 0 |
| Rosato R David | SEVP - Chief Financial Officer | 1,845 | Apr 3, 2024 | 0 |
| Adofo-Wilson Baye | Director | 0 | Mar 8, 2024 | 0 |
| Zaitzeff Michael | Director | 0Indirect | Feb 22, 2024 | 0 |
| Bellomia Lucia | EVP, Head of Retail Banking | 1,025 | Feb 1, 2024 | 0 |
| Flores Ashlee Picard | EVP -Chief Compliance Officer | 2,815 | Apr 4, 2023 | 0 |
| Bacigalupo George F. | Executive Vice President | 3,624Indirect | Feb 1, 2023 | 0 |
| White Jason T | EVP, Chief Information Officer | 2,206Indirect | Feb 1, 2023 | 0 |
| Jurgeleit Philip | EVP - Chief Credit Officer | 1,634Indirect | Feb 1, 2023 | 0 |
| Davies John B | Director | 2,141Indirect | Jan 31, 2023 | 0 |
| Shulman Jonathan I | Director | 2,141Indirect | Jan 31, 2023 | 0 |
| Basu Subhadeep | SEVP and CFO | 8,525 | Apr 4, 2022 | 0 |
| Brouillard Rheo A | Director | 2,248Indirect | Feb 1, 2022 | 0 |
| Curley Robert M. | Director | 2,248Indirect | Feb 1, 2022 | 0 |
| Bailey Deborah P | Director | 1,571Indirect | Jul 2, 2021 | 0 |
Insider trades
Each row adds up one type of transaction in one Form 4 filing. Only open-market purchases (P) and sales (S) are shown by default; use the filters to see grants, option exercises and other codes.
| Filed (ET) | Trade date | Filing delay | Insider | Transaction | Shares | Avg price | Value | Holding change | Flags |
|---|---|---|---|---|---|---|---|---|---|
| Feb 26, 2026 (view filing) | Feb 26 | Same day | McCurdy Michael W.Chief Banking Officer | SSale | −17.3K | $31.04 | −$538.0K | −40.4%25.6K after | |
| Nov 6, 2025 (view filing) | Nov 4 | 2 days | Callahan Mary AnneDirector | PPurchase | +4.00K | $24.67 | +$98.7K | +29.9%17.4K after | |
| Nov 6, 2025 (view filing) | Nov 4 | 2 days | Hollister Thomas JDirector | PPurchase | +4.20K | $24.66 | +$103.6K | +128.2%7.48K after | |
| Nov 5, 2025 (view filing) | Nov 3 | 2 days | Carlson Carl MCFO & Chief Strategy Officer | PPurchase | +2.00K | $24.69 | +$49.4K | +2.7%75.7K after | |
| Nov 3, 2025 (view filing) | Nov 3 | Same day | Hughes William H IIIDirector | PPurchase | +635 | $24.26 | +$15.4K | +4.9%13.5K after | |
| Sep 16, 2025 (view filing) | Sep 12 | 4 days | Hill Willard I JRDirector | SSale | −1.00K | $25.96 | −$26.0K | −7.5%12.3K after | |
| Feb 14, 2025 (view filing) | Feb 11 | 3 daysLate | Tulchiner EllenEVP,Head of Cnsmr Lndng&Pymnts | SSale | −1.05K | $29.97 | −$31.5K | −100.0%0 after | |
| Apr 26, 2024 (view filing) | Apr 25 | 1 day | Mhatre Nitin J.President and CEO | PPurchase | +1.10K | $22.02 | +$24.2K | +1.3%88.8K after | |
| Mar 19, 2024 (view filing) | Mar 19 | Same day | Tulchiner EllenEVP,Head of Cnsmr Lndng&Pymnts | SSale | −926 | $21.71 | −$20.1K | −100.0%0 after | |
| Mar 8, 2024 (view filing) | Mar 7 | 1 day | Adofo-Wilson BayeDirector | SSale | −10.1K | $22.19 | −$223.6K | −100.0%0 after | 24 lots |
| Feb 22, 2024 (view filing) | Feb 20-21 | 2 days | Zaitzeff MichaelDirector | SSale | −38.9K | $22.41 | −$870.7K | −100.0%0 after | 2 lots |
| Feb 16, 2024 (view filing) | Feb 14-16 | 2 days | Zaitzeff MichaelDirector | SSale | −69.6K | $22.40 | −$1.56M | −64.2%38.9K after | 3 lots |
| Feb 13, 2024 (view filing) | Feb 9-13 | 4 days | Zaitzeff MichaelDirector | SSale | −68.5K | $22.67 | −$1.55M | −38.7%108.4K after | 3 lots |
| Feb 8, 2024 (view filing) | Feb 6-8 | 2 days | Zaitzeff MichaelDirector | SSale | −61.2K | $22.39 | −$1.37M | −25.7%176.9K after | 3 lots |
| Feb 8, 2024 (view filing) | Feb 8 | Same day | Zaitzeff MichaelDirector | SSale | −2.67K | $22.31 | −$59.4K | −100.0%0 after | 5 lots |
| Feb 5, 2024 (view filing) | Feb 1-5 | 4 days | Zaitzeff MichaelDirector | SSale | −50.4K | $22.96 | −$1.16M | −17.5%238.1K after | 3 lots |
| Jan 31, 2024 (view filing) | Jan 29-31 | 2 days | Zaitzeff MichaelDirector | SSale | −113.2K | $25.06 | −$2.84M | −28.2%288.5K after | 4 lots |
| Nov 9, 2023 (view filing) | Nov 8 | 1 day | Callahan Mary AnneDirector | PPurchase | +6.00K | $20.30 | +$121.8K | +60.0%16.0K after | 3 lots |
| Nov 8, 2023 (view filing) | Nov 7 | 1 day | Callahan Mary AnneDirector | PPurchase | +2.00K | $20.60 | +$41.2K | +25.0%10.0K after | |
| Sep 20, 2023 (view filing) | Sep 20 | Same day | Callahan Mary AnneDirector | PPurchase | +8.00K | $19.87 | +$158.9K | New position8.00K after | 13 lots |
| Sep 20, 2023 (view filing) | Sep 20 | Same day | Callahan Mary AnneDirector | PPurchase | +10.0K | $19.84 | +$198.4K | New position10.0K after | 7 lots |
| Sep 14, 2023 (view filing) | Sep 12 | 2 days | Mhatre Nitin J.President and CEO | PPurchase | +1.00K | $19.82 | +$19.8K | +1.8%58.0K after | |
| Jul 25, 2023 (view filing) | Jul 25 | Same day | Mhatre Nitin J.President and CEO | PPurchase | +1.50K | $22.29 | +$33.4K | +2.7%57.0K after | |
| May 16, 2023 (view filing) | May 15 | 1 day | Conn KevinSr Managing Dir/Inv Relations | PPurchase | +5.20K | $19.54 | +$101.6K | +40.1%18.2K after | 6 lots |
| May 3, 2023 (view filing) | May 2 | 1 day | Mhatre Nitin J.President and CEO | PPurchase | +2.10K | $19.54 | +$41.0K | +3.9%55.5K after | 5 lots |
| Mar 15, 2023 (view filing) | Mar 15 | Same day | Mhatre Nitin J.President and CEO | PPurchase | +3.90K | $24.62 | +$96.0K | +7.9%53.4K after | 2 lots |
| Mar 14, 2023 (view filing) | Mar 14 | Same day | Hughes William H IIIDirector | PPurchase | +190 | $26.19 | +$4.98K | +2.7%7.16K after | |
| Jun 1, 2022 (view filing) | May 31 | 1 day | Prescott Wm GordonEVP and General Counsel | PPurchase | +16 | $26.00 | +$416 | +1.4%1.20K after | |
| May 18, 2022 (view filing) | May 16 | 2 days | Zaitzeff MichaelDirector | SSale | −1.27M | $24.70 | −$31.5M | −100.0%0 after | |
| May 11, 2022 (view filing) | May 10 | 1 day | Mhatre Nitin J.President and CEO | PPurchase | −1.50K | $25.13 | −$37.7K | −3.3%43.3K after | |
| May 9, 2022 (view filing) | May 6 | 3 days | Hughes William H IIIDirector | PPurchase | +40 | $25.16 | +$1.01K | +1.3%3.15K after | |
| Feb 2, 2022 (view filing) | Jan 31 | 2 days | Kip Jeffrey WDirector | PPurchase | +10.0K | $29.25 | +$292.5K | +2,293.6%10.4K after | 3 lots |
| Jan 26, 2022 (view filing) | Jan 25 | 1 day | Mhatre Nitin J.President and CEO | PPurchase | +2.70K | $29.48 | +$79.6K | +7.6%38.0K after | |
| Nov 12, 2021 (view filing) | Nov 9 | 3 days | White Jason TEVP, Chief Information Officer | SSale | −5.28K | $28.04 | −$148.1K | −91.9%468 after | 8 lots |
| Sep 21, 2021 (view filing) | Sep 20 | 1 day | Brunelle DavidDirector | PPurchase | +5.00K | $23.79 | +$119.0K | +184.7%7.71K after | |
| Sep 21, 2021 (view filing) | Sep 20 | 1 day | Mhatre Nitin J.President and CEO | PPurchase | +1.42K | $23.95 | +$34.0K | +4.2%35.3K after | |
| Sep 21, 2021 (view filing) | Sep 20 | 1 day | Prescott Wm GordonEVP and General Counsel | PPurchase | +10 | $23.70 | +$237 | +0.9%1.18K after | |
| Sep 20, 2021 (view filing) | Sep 13 | 7 daysLate | Mhatre Nitin J.President and CEO | PPurchase | +3.80K | $24.64 | +$93.6K | +12.6%33.9K after |