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

Role
Chief Human Resources Officer
Signature
/s/ Marc Levy, pursuant to power of attorney
Stock symbol
BBT
Transactions as of
Aug 29, 2025
Transactions value $
-$81,081
Form type
4
Date filed
9/3/2025, 11:12 AM
Previous filing
Mar 5, 2025
SEC
View on sec.gov

Reporting Owners (1)

Name Relationship Address Signature Signature date CIK
Courtwright Jacqueline Chief Human Resources Officer 131 CLARENDON STREET, BOSTON /s/ Marc Levy, pursuant to power of attorney 2025-09-03 0001845668

Transactions Table

Type Sym Class Transaction Value $ Shares Change % * Price $ Shares After Date Ownership Footnotes
transaction BBT Common Stock Award $0 +6.41K +43.58% $0.00 21.1K Aug 29, 2025 Direct F3, F4, F5
transaction BBT Common Stock Tax liability -$81.1K -3.1K -14.69% $26.13 18K Aug 29, 2025 Direct F3
holding BBT Common Stock 0 Aug 29, 2025 By Stock Award VII F2, F3
holding BBT Common Stock 0 Aug 29, 2025 By Stock Award VI F1, F3
holding BBT Common Stock 446 Aug 29, 2025 By 401(k) F6
* An asterisk sign (*) next to the price indicates that the price is likely invalid.

Explanation of Responses:

Id Content
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.
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.
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.
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.
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.
F6 Reflects transactions not required to be reported pursuant to Section 16 of the Securities Exchange Act of 1934, as amended.