Beacon Financial Corp — Insider Transactions
Form 4 filings by directors, officers, and 10%+ shareholders
SEC rules require corporate insiders — including directors, executive officers, and any shareholder owning more than 10% of a company's shares — to report changes in their ownership within two business days of a transaction. These disclosures are filed as Form 4. Open-market purchases (code P) are generally considered the most meaningful signal, as insiders are spending their own money.
| Insider | Title | Type | Shares | Price | Value | Owns After | Date |
|---|---|---|---|---|---|---|---|
| Gray Sean | SEVP | Tax Withholding | 8,569 | $22.32 | $191,260 | 98,288 | Feb 6, 2024 |
| Zaitzeff Michael | — | Sale | 20,439 | $22.62 | $462,330 | 238,108 | Feb 2, 2024 |
| Zaitzeff Michael | — | Award / Grant | 2,595 | — | — | 2,595 | Jan 31, 2024 |
| Prescott Wm Gordon | EVP and General Counsel | Award / Grant | 2,156 | — | — | 2,156 | Jan 30, 2024 |
| Courtwright Jacqueline | EVP,Chief HR & Culture Officer | Award / Grant | 2,300 | — | — | 2,300 | Jan 30, 2024 |
| Lindenmuth Gregory D | EVP and Chief Risk Officer | Tax Withholding | 855 | $25.05 | $21,418 | 10,352 | Jan 30, 2024 |
| Tulchiner Ellen | EVP,Head of Cnsmr Lndng&Pymnts | Tax Withholding | 470 | $25.05 | $11,774 | 926 | Jan 30, 2024 |
| Brown James Cannon | SEVP-Head of Comm'l Banking | Tax Withholding | 868 | $25.05 | $21,743 | 1,602 | Jan 30, 2024 |
| Gray Sean | SEVP | Tax Withholding | 3,057 | $25.05 | $76,578 | 80,947 | Jan 30, 2024 |
| Rosato R David | SEVP - Chief Financial Officer | Award / Grant | 6,348 | — | — | 6,348 | Jan 30, 2024 |
| Conn Kevin | Sr Managing Dir/Inv Relations | Tax Withholding | 67 | $25.05 | $1,678 | 18,288 | Jan 30, 2024 |
| Mhatre Nitin J. | President and CEO | Award / Grant | 14,000 | — | — | 14,000 | Jan 30, 2024 |
| Bellomia Lucia | EVP, Head of Retail Banking | Tax Withholding | 417 | $25.05 | $10,446 | 1,025 | Jan 30, 2024 |
| Adofo-Wilson Baye | — | Award / Grant | 2,595 | — | — | 2,595 | Jan 30, 2024 |
| Polito Karyn | — | Award / Grant | 2,595 | — | — | 2,595 | Jan 30, 2024 |
| Kip Jeffrey W | — | Award / Grant | 2,595 | — | — | 2,595 | Jan 30, 2024 |
| Maxfield Sylvia | — | Award / Grant | 2,595 | — | — | 2,595 | Jan 30, 2024 |
| Moffatt Laurie Norton | — | Award / Grant | 2,595 | — | — | 2,595 | Jan 30, 2024 |
| Hughes William H III | — | Award / Grant | 2,595 | — | — | 2,595 | Jan 30, 2024 |
| Brunelle David | — | Award / Grant | 2,595 | — | — | 2,595 | Jan 30, 2024 |
| Callahan Mary Anne | — | Award / Grant | 779 | — | — | — | Jan 30, 2024 |
| Charnley Nina A | — | Award / Grant | 2,595 | — | — | 2,595 | Jan 30, 2024 |
| Desai Mihir A. | — | Award / Grant | 2,595 | — | — | 2,595 | Jan 30, 2024 |
| Rosengren Eric S | — | Award / Grant | 2,595 | — | — | 2,595 | Jan 30, 2024 |
| Callahan Mary Anne | — | Purchase | 2,000 | $20.40 | $40,800 | 16,000 | Nov 8, 2023 |
| Callahan Mary Anne | — | Purchase | 2,000 | $20.60 | $41,200 | 10,000 | Nov 7, 2023 |
| Callahan Mary Anne | — | Purchase | 2,995 | $19.90 | $59,600 | 10,000 | Sep 20, 2023 |
| Mhatre Nitin J. | President and CEO | Purchase | 1,000 | $19.82 | $19,820 | 58,030 | Sep 12, 2023 |
| Mhatre Nitin J. | President and CEO | Purchase | 1,500 | $22.29 | $33,435 | 57,030 | Jul 25, 2023 |
| Courtwright Jacqueline | EVP,Chief HR & Culture Officer | Tax Withholding | 755 | $20.73 | $15,651 | 6,825 | Jul 1, 2023 |
| Polito Karyn | — | Award / Grant | 2,854 | — | — | 2,854 | Jul 1, 2023 |
| Rosengren Eric S | — | Award / Grant | 2,327 | — | — | 2,327 | Jul 1, 2023 |
| Conn Kevin | Sr Managing Dir/Inv Relations | Purchase | 18 | $19.57 | $352 | 18,163 | May 15, 2023 |
| Mhatre Nitin J. | President and CEO | Purchase | 1,163 | $19.55 | $22,737 | 55,530 | May 2, 2023 |
| Brbovic Brett | Sr Managing Dir and CAO | Tax Withholding | 148 | $25.06 | $3,709 | 5,498 | Apr 1, 2023 |
| Rosato R David | SEVP - Chief Financial Officer | Award / Grant | 7,981 | — | — | 7,981 | Apr 1, 2023 |
| Conn Kevin | SVP, Investors & Corp. Devel | Tax Withholding | 532 | $25.06 | $13,332 | 12,963 | Apr 1, 2023 |
| Flores Ashlee Picard | EVP -Chief Compliance Officer | Tax Withholding | 199 | $25.06 | $4,987 | 2,815 | Apr 1, 2023 |
| Mhatre Nitin J. | President and CEO | Purchase | 300 | $24.61 | $7,383 | 49,830 | Mar 15, 2023 |
| Hughes William H III | — | Purchase | 190 | $26.19 | $4,976 | 7,163 | Mar 14, 2023 |
| Zaitzeff Michael | — | Award / Grant | 2,141 | — | — | 2,141 | Jan 30, 2023 |
| White Jason T | EVP, Chief Information Officer | Tax Withholding | 526 | $30.36 | $15,969 | 4,271 | Jan 30, 2023 |
| Tulchiner Ellen | EVP,Head of Cnsmr Lndng&Pymnts | Award / Grant | 1,977 | — | — | 1,977 | Jan 30, 2023 |
| Prescott Wm Gordon | EVP and General Counsel | Award / Grant | 1,779 | — | — | 1,779 | Jan 30, 2023 |
| Mhatre Nitin J. | President and CEO | Award / Grant | 11,552 | — | — | 11,552 | Jan 30, 2023 |
| Lindenmuth Gregory D | EVP and Chief Risk Officer | Award / Grant | 2,109 | — | — | 2,109 | Jan 30, 2023 |
| Jurgeleit Philip | EVP - Chief Credit Officer | Award / Grant | 1,634 | — | — | 1,634 | Jan 30, 2023 |
| Gray Sean | SEVP | Tax Withholding | 1,508 | $30.36 | $45,783 | 74,520 | Jan 30, 2023 |
| Flores Ashlee Picard | EVP -Chief Compliance Officer | Award / Grant | 1,055 | — | — | 1,055 | Jan 30, 2023 |
| Courtwright Jacqueline | EVP,Chief HR & Culture Officer | Tax Withholding | 565 | $30.36 | $17,153 | 5,487 | Jan 30, 2023 |