Jacqueline Courtwright - 29 Aug 2025 Form 4 Insider Report for Beacon Financial Corp (BHLB)

Reporting relationship: Chief Human Resources Officer
Issuer ticker: BHLB
Reported as of: 29 Aug 2025
Net transaction value: -$81,081
SEC form: 4
Accepted by SEC: 03 Sep 2025, 11:12:08 UTC
Prior SEC filing: 05 Mar 2025
Source filing: View source filing
Reporting owner signature: /s/ Marc Levy, pursuant to power of attorney

Key filing fact

Jacqueline Courtwright filed Form 4 for Beacon Financial Corp (BHLB) on 03 Sep 2025.

Key facts

This page summarizes Jacqueline Courtwright's Form 4 filing for Beacon Financial Corp (BHLB).
2 reported transactions and 0 derivative rows are listed below.
Accepted by SEC: 03 Sep 2025, 11:12.

Change

Previous filing in this sequence was filed on 05 Mar 2025.
Current net transaction value: -$81,081.

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 0001845668 Primary reporting owner

Courtwright Jacqueline

Relationship: Chief Human Resources Officer
Address: 131 CLARENDON STREET, BOSTON
Signature: /s/ Marc Levy, pursuant to power of attorney
Signature date: 03 Sep 2025

Reported non-derivative transactions

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

BBT transaction

Common Stock

Award

Transaction value: $0
Shares: +6,413
Change %: +44%
Price: $0.000000
Shares after: 21,128
Date: 29 Aug 2025
Ownership: Direct
Footnotes: F3, F4, F5

BBT transaction

Common Stock

Tax liability

Transaction value: $81,081
Shares: -3,103
Change %: -15%
Price: $26.13
Shares after: 18,025
Date: 29 Aug 2025
Ownership: Direct
Footnotes: F3

BBT holding

Common Stock

No transaction description listed

Transaction value
Shares
Change %
Price
Shares after: 0
Date: 29 Aug 2025
Ownership: By Stock Award VII
Footnotes: F2, F3

BBT holding

Common Stock

No transaction description listed

Transaction value
Shares
Change %
Price
Shares after: 0
Date: 29 Aug 2025
Ownership: By Stock Award VI
Footnotes: F1, F3

BBT holding

Common Stock

No transaction description listed

Transaction value
Shares
Change %
Price
Shares after: 446
Date: 29 Aug 2025
Ownership: By 401(k)
Footnotes: F6

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

Additional SEC filing notes

Filing notes and footnotes

Explanation of responses 6 footnotes

Footnote F1

Stock Awards granted pursuant to the Berkshire Hills Bancorp, Inc. 2022 Equity Compensation Plan vest in three equal annual installments beginning on January 30, 2024.

Footnote F2

Stock Awards granted pursuant to the Berkshire Hills Bancorp, Inc. 2022 Equity Compensation Plan vest in three equal annual installments beginning on January 30, 2025.

Footnote F3

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.

Footnote F4

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.

Footnote F5

On January 30, 2024 the reporting person was granted 3,449 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 3,449 shares of restricted stock, and were transferred to the executive on August 29, 2025.

Footnote F6

Reflects transactions not required to be reported pursuant to Section 16 of the Securities Exchange Act of 1934, as amended.