Beacon Financial Corp (BBT) · Insider trading
What Beacon Financial's directors, officers and largest holders bought and sold themselves, from the Form 4 each of them files with the SEC within two business days of a trade. Open-market purchases and sales first: those are the trades somebody chose to make at the market price.
Bought, 12 months
$267,037
4 insiders, 4 trades
Sold, 12 months
$538,016
1 insider, 0% under a plan
Net, 12 months
−$270,979
bought less sold
Latest filing
2026-09-02
filings read to 2026-10-19
Who traded, two years
| Insider | Bought | Sold | Trades | Last trade | Holds after |
|---|---|---|---|---|---|
| McCurdy Michael W.Chief Banking Officer | – | $538,016 | 1 | 2026-02-26 | 25,555 |
| Hollister Thomas JDirector | $103,572 | – | 1 | 2025-11-04 | – |
| Callahan Mary AnneDirector | $98,680 | – | 1 | 2025-11-04 | – |
| Carlson Carl MCFO & Chief Strategy Officer | $49,380 | – | 1 | 2025-11-03 | 75,690 |
| Tulchiner EllenEVP,Head of Cnsmr Lndng&Pymnts | – | $31,528 | 1 | 2025-02-11 | 0 |
| Hill Willard I JrDirector | – | $25,960 | 1 | 2025-09-12 | 12,326 |
| Hughes William H IIIDirector | $15,405 | – | 1 | 2025-11-03 | 13,540 |
Open-market purchases and sales
Newest first. “Plan” marks a trade made under a 10b5-1 plan set up in advance.
| Date | Insider | Trade | Shares | Price | Value | Holds after | Filing |
|---|---|---|---|---|---|---|---|
| 2026-02-26 | McCurdy Michael W.Chief Banking Officer | Sale | 17,333 | 31.04 | $538,016 | 25,555 | Form 4 |
| 2025-11-04 | Hollister Thomas JDirector | Buyindirect | 4,200 | 24.66 | $103,572 | 7,476 | Form 4 |
| 2025-11-04 | Callahan Mary AnneDirector | Buyindirect | 4,000 | 24.67 | $98,680 | 17,374 | Form 4 |
| 2025-11-03 | Carlson Carl MCFO & Chief Strategy Officer | Buy | 2,000 | 24.69 | $49,380 | 75,690 | Form 4 |
| 2025-11-03 | Hughes William H IIIDirector | Buy | 635 | 24.26 | $15,405 | 13,540 | Form 4 |
| 2025-09-12 | Hill Willard I JrDirector | Sale | 1,000 | 25.96 | $25,960 | 12,326 | Form 4 |
| 2025-02-11 | Tulchiner EllenEVP,Head of Cnsmr Lndng&Pymnts | Sale | 1,052 | 29.97 | $31,528 | 0 | Form 4 |
Grants, exercises and other transactions
Pay, tax and paperwork rather than a choice to trade at the market price. Two years.
45 × grant or award31 × shares withheld for tax2 × gift
Show them
| Date | Insider | What | Shares | Price | Holds after | Filing |
|---|---|---|---|---|---|---|
| 2026-09-01 | Levante Gary R.Chief Marketing Officer | Shares withheld for tax F | −101 | 30.39 | 10,721 | Form 4 |
| 2026-09-01 | Eagan John BuckleyGeneral Counsel | Shares withheld for tax F | −267 | 30.39 | 7,694 | Form 4 |
| 2026-09-01 | Carlson Carl MCFO & Chief Strategy Officer | Shares withheld for tax F | −1,314 | 30.39 | 84,732 | Form 4 |
| 2026-09-01 | Perrault Paul ADirector, President and CEO | Shares withheld for tax F | −4,333 | 30.39 | 254,316 | Form 4 |
| 2026-09-01 | Meiklejohn Mark J.Chief Credit Officer | Shares withheld for tax F | −963 | 30.39 | 56,639 | Form 4 |
| 2026-09-01 | McCurdy Michael W.Chief Banking Officer | Shares withheld for tax F | −1,314 | 30.39 | 34,575 | Form 4 |
| 2026-08-19 | Sherman Merrill WDirector | Gift G | −23,421 | – | 2,509 | Form 4 |
| 2026-08-19 | Sherman Merrill WDirector | Gift G | +23,421 | – | 23,421 | Form 4 |
| 2026-06-16 | Brunelle DavidDirector | Grant or award A | +2,509 | – | 21,899 | Form 4 |
| 2026-06-16 | Carlson Carl MCFO & Chief Strategy Officer | Grant or award A | +5,167 | – | 80,857 | Form 4 |
| 2026-06-16 | Carlson Carl MCFO & Chief Strategy Officer | Grant or award A | +5,167 | – | 86,024 | Form 4 |
| 2026-06-16 | Nowak BogdanDirector | Grant or award A | +2,509 | – | 114,539 | Form 4 |
| 2026-06-16 | Hollister Thomas JDirector | Grant or award A | +2,509 | – | 25,426 | Form 4 |
| 2026-06-16 | Gray SeanChief Operations Officer | Grant or award A | +5,167 | – | 128,908 | Form 4 |
| 2026-06-16 | Gray SeanChief Operations Officer | Grant or award A | +5,167 | – | 134,075 | Form 4 |
| 2026-06-16 | Chang Joanne B.Director | Grant or award A | +2,509 | – | 12,952 | Form 4 |
| 2026-06-16 | Hughes William H IIIDirector | Grant or award A | +2,509 | – | 16,848 | Form 4 |
| 2026-06-16 | Hill Willard I JrDirector | Grant or award A | +2,509 | – | 14,835 | Form 4 |
| 2026-06-16 | Maxfield SylviaDirector | Grant or award A | +2,509 | – | 13,993 | Form 4 |
| 2026-06-16 | Charnley Nina ADirector | Grant or award A | +2,509 | – | 10,939 | Form 4 |
| 2026-06-16 | Desai Mihir A.Director | Grant or award A | +2,509 | – | 9,344 | Form 4 |
| 2026-06-16 | Sherman Merrill WDirector | Grant or award A | +2,509 | – | 25,930 | Form 4 |
| 2026-06-16 | Callahan Mary AnneDirector | Grant or award A | +2,509 | – | 2,509 | Form 4 |
| 2026-06-16 | Fitzgerald Margaret BolesDirector | Grant or award A | +2,509 | – | 18,580 | Form 4 |
| 2026-06-16 | Polito KarynDirector | Grant or award A | +2,509 | – | 7,958 | Form 4 |
| 2026-06-16 | Chang Joanne B.Director | Grant or award A | +2,509 | – | 12,952 | Form 4 |
| 2026-06-16 | Pereira John M.Director | Grant or award A | +2,509 | – | 21,940 | Form 4 |
| 2026-06-16 | Rosengren Eric SDirector | Grant or award A | +2,509 | – | 7,431 | Form 4 |
| 2026-06-16 | Levante Gary R.Chief Marketing Officer | Grant or award A | +2,164 | – | 8,658 | Form 4 |
| 2026-06-16 | Levante Gary R.Chief Marketing Officer | Grant or award A | +2,164 | – | 10,822 | Form 4 |
| 2026-06-16 | Meiklejohn Mark J.Chief Credit Officer | Grant or award A | +4,420 | – | 53,182 | Form 4 |
| 2026-06-16 | Meiklejohn Mark J.Chief Credit Officer | Grant or award A | +4,420 | – | 57,602 | Form 4 |
| 2026-06-16 | McCurdy Michael W.Chief Banking Officer | Grant or award A | +5,167 | – | 30,722 | Form 4 |
| 2026-06-16 | McCurdy Michael W.Chief Banking Officer | Grant or award A | +5,167 | – | 35,889 | Form 4 |
| 2026-06-16 | Perrault Paul ADirector, President and CEO | Grant or award A | +18,174 | – | 240,475 | Form 4 |
| 2026-06-16 | Perrault Paul ADirector, President and CEO | Grant or award A | +18,174 | – | 258,649 | Form 4 |
| 2025-09-19 | Perrault Paul ADirector, President and CEO | Grant or award A | +17,921 | – | 222,301 | Form 4 |
| 2025-09-19 | Meiklejohn Mark J.Chief Credit Officer | Grant or award A | +6,341 | – | 48,762 | Form 4 |
| 2025-09-19 | McCurdy Michael W.Chief Banking Officer | Grant or award A | +7,879 | – | 42,888 | Form 4 |
| 2025-09-19 | Carlson Carl MCFO & Chief Strategy Officer | Grant or award A | +7,879 | – | 73,690 | Form 4 |
| 2025-08-29 | Conn KevinSr Managing Dir/Inv Relations | Shares withheld for tax F | −1,388 | 26.13 | 26,924 | Form 4 |
| 2025-08-29 | Brbovic BrettEVP and CFO | Shares withheld for tax F | −2,376 | 26.13 | 16,512 | Form 4 |
| 2025-08-29 | Lindenmuth Gregory DEVP and Chief Risk Officer | Grant or award A | +6,992 | – | 26,136 | Form 4 |
| 2025-08-29 | Lindenmuth Gregory DEVP and Chief Risk Officer | Shares withheld for tax F | −2,759 | 26.13 | 23,377 | Form 4 |
| 2025-08-29 | Mhatre Nitin J.Director, President and CEO | Grant or award A | +38,327 | – | 153,738 | Form 4 |
| 2025-08-29 | Mhatre Nitin J.Director, President and CEO | Shares withheld for tax F | −24,907 | 26.13 | 128,831 | Form 4 |
| 2025-08-29 | Brown James CannonSEVP-Head of Comm'l Banking | Grant or award A | +8,950 | – | 17,443 | Form 4 |
| 2025-08-29 | Brown James CannonSEVP-Head of Comm'l Banking | Shares withheld for tax F | −4,371 | 26.13 | 13,072 | Form 4 |
| 2025-08-29 | Tulchiner EllenEVP,Head of Cnsmr Lndng&Pymnts | Grant or award A | +6,036 | – | 8,814 | Form 4 |
| 2025-08-29 | Tulchiner EllenEVP,Head of Cnsmr Lndng&Pymnts | Shares withheld for tax F | −2,906 | 26.13 | 5,908 | Form 4 |
| 2025-08-29 | Prescott Wm GordonGeneral Counsel and Corp Sec | Grant or award A | +5,902 | – | 28,584 | Form 4 |
| 2025-08-29 | Courtwright JacquelineChief Human Resources Officer | Grant or award A | +6,413 | – | 21,128 | Form 4 |
| 2025-08-29 | Courtwright JacquelineChief Human Resources Officer | Shares withheld for tax F | −3,103 | 26.13 | 18,025 | Form 4 |
| 2025-08-29 | Gray SeanChief Operations Officer | Grant or award A | +21,772 | – | 137,330 | Form 4 |
| 2025-08-29 | Gray SeanChief Operations Officer | Shares withheld for tax F | −13,589 | 26.13 | 123,741 | Form 4 |
| 2025-07-01 | Brbovic BrettEVP and CFO | Shares withheld for tax F | −430 | 26.05 | 10,796 | Form 4 |
| 2025-04-01 | Conn KevinSr Managing Dir/Inv Relations | Shares withheld for tax F | −829 | 26.09 | 23,586 | Form 4 |
| 2025-04-01 | Brbovic BrettEVP and CFO | Shares withheld for tax F | −480 | 26.09 | 9,764 | Form 4 |
| 2025-03-03 | Courtwright JacquelineEVP,Chief HR & Culture Officer | Grant or award A | −1,738 | – | 13,149 | Form 4 |
| 2025-03-03 | Courtwright JacquelineEVP,Chief HR & Culture Officer | Shares withheld for tax F | −627 | 28.11 | 12,522 | Form 4 |
| 2025-03-03 | Gray SeanSEVP | Grant or award A | +6,749 | – | 110,328 | Form 4 |
| 2025-03-03 | Gray SeanSEVP | Shares withheld for tax F | −2,251 | 28.11 | 108,077 | Form 4 |
| 2025-03-03 | Mhatre Nitin J.Director, President and CEO | Grant or award A | +9,505 | – | 106,822 | Form 4 |
| 2025-03-03 | Mhatre Nitin J.Director, President and CEO | Shares withheld for tax F | −4,596 | 28.11 | 102,226 | Form 4 |
| 2025-03-03 | Prescott Wm GordonEVP and General Counsel | Grant or award A | +1,323 | – | 20,651 | Form 4 |
| 2025-03-03 | Tulchiner EllenEVP,Head of Cnsmr Lndng&Pymnts | Grant or award A | +1,179 | – | 1,179 | Form 4 |
| 2025-03-03 | Tulchiner EllenEVP,Head of Cnsmr Lndng&Pymnts | Shares withheld for tax F | −426 | 28.11 | 753 | Form 4 |
| 2025-03-03 | Lindenmuth Gregory DEVP and Chief Risk Officer | Grant or award A | +1,934 | – | 17,306 | Form 4 |
| 2025-03-03 | Lindenmuth Gregory DEVP and Chief Risk Officer | Shares withheld for tax F | −568 | 28.11 | 16,738 | Form 4 |
| 2025-01-30 | Gray SeanSEVP | Shares withheld for tax F | −2,212 | 29.13 | 103,579 | Form 4 |
| 2025-01-30 | Courtwright JacquelineEVP,Chief HR & Culture Officer | Shares withheld for tax F | −877 | 29.13 | 11,411 | Form 4 |
| 2025-01-30 | Lindenmuth Gregory DEVP and Chief Risk Officer | Shares withheld for tax F | −814 | 29.13 | 15,372 | Form 4 |
| 2025-01-30 | Prescott Wm GordonEVP and General Counsel | Shares withheld for tax F | −644 | 29.13 | 19,328 | Form 4 |
| 2025-01-30 | Tulchiner EllenEVP,Head of Cnsmr Lndng&Pymnts | Shares withheld for tax F | −755 | 29.13 | 1,052 | Form 4 |
| 2025-01-30 | Brown James CannonSEVP-Head of Comm'l Banking | Shares withheld for tax F | −1,547 | 29.13 | 4,515 | Form 4 |
| 2025-01-30 | Conn KevinSr Managing Dir/Inv Relations | Shares withheld for tax F | −68 | 29.15 | 21,908 | Form 4 |
| 2025-01-30 | Brbovic BrettEVP and CFO | Shares withheld for tax F | −97 | 29.13 | 8,610 | Form 4 |
| 2025-01-30 | Mhatre Nitin J.Director, President and CEO | Shares withheld for tax F | −3,751 | 29.13 | 97,317 | Form 4 |
How to read it
- Buy, sale
- Code P and S on the form: shares bought or sold in the market, at the market price. The other codes are mostly pay (a grant, an option exercised) or tax (shares the company withheld), and say little about what the insider thinks of the price.
- Plan
- A sale or purchase under a Rule 10b5-1 plan, set up in advance and running on its own schedule. Since April 2023 the form has a box for it. Much executive selling is planned and says more about diversifying than about the company.
- Holds after
- The shares the insider still held after the trade, in the form the trade was in (directly, or indirectly through a trust or a fund).
- Value
- Shares times the price the form reports, which is often an average over several fills on the day.
Read from the SEC's own quarterly data sets of Forms 3, 4 and 5, and from each day's filings since the last one. A correcting amendment replaces the lines it restates. Every row links to its filing. None of this is advice: insiders sell for many reasons, and buy for fewer.