Carl M. Carlson - 16 Jun 2026 Form 4 Insider Report for Beacon Financial Corp (BBT)

Reporting relationship: CFO & Chief Strategy Officer
Issuer ticker: BBT
Reported as of: 16 Jun 2026
Net transaction value: $0
SEC form: 4
Accepted by SEC: 24 Jun 2026, 16:37:37 UTC
Prior SEC filing: 05 Nov 2025
Source filing: View source filing
Reporting owner signature: Carl M. Carlson, by Marissa S. Martin, P.O.A.

Key filing fact

Carl M. Carlson filed Form 4 for Beacon Financial Corp (BBT) on 24 Jun 2026.

Key facts

This page summarizes Carl M. Carlson's Form 4 filing for Beacon Financial Corp (BBT).
2 reported transactions and 0 derivative rows are listed below.
Accepted by SEC: 24 Jun 2026, 16:37.

Change

Previous filing in this sequence was filed on 05 Nov 2025.
Current net transaction value: $0.

Research use

This tells you what this filing adds before you inspect full transaction and derivative tables.
You can trace every row back to the original SEC filing document.

Evidence

Filed on Form 4

Ownership activity is grounded in SEC Form 4 disclosures.

View source filing

Reporting Owners (1)

CIK 0001604780 Primary reporting owner

Carlson Carl M

Relationship: CFO & Chief Strategy Officer
Address: 131 CLARENDON STREET, BOSTON
Signature: Carl M. Carlson, by Marissa S. Martin, P.O.A.
Signature date: 24 Jun 2026

Reported non-derivative transactions

Shares, units, or other non-derivative securities reported in this filing.

BBT transaction

Common Stock

Award

Transaction value
Shares: +5,167
Change %: +6.8%
Price: $0.000000^*
Shares after: 80,857
Date: 16 Jun 2026
Ownership: Direct
Footnotes: F1

BBT transaction

Common Stock

Award

Transaction value
Shares: +5,167
Change %: +6.4%
Price: $0.000000^*
Shares after: 86,024
Date: 16 Jun 2026
Ownership: Direct
Footnotes: F2, F3

^* marks a reported price that did not pass the local price check.

Additional SEC filing notes

Filing notes and footnotes

Explanation of responses 3 footnotes

Footnote F1

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.

Footnote F2

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.

Footnote F3

Includes shares of restricted stock granted pursuant to the 2025 Beacon Financial Corporation Stock Option and Incentive Plan.