Beacon Financial Corp
BBTFigures shown here come from public SEC filings. Dates beside each section show the available history.
How Beacon Financial Corp Makes Money
Follow each dollar of revenue through to what shareholders keep.
From revenue to net income
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Financial Summary
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SEC filings supply these figures; updates after the dates shown are not included. This page includes 17 annual periods. The latest annual period ends Dec 31, 2025. The latest insider filing shown is dated Jun 24, 2026. The latest institutional report shown is dated Mar 31, 2026; other ownership filings may exist.
Ownership
Who holds the shares, as reported in SEC ownership filings.
Reported 13F positions
Each row shows what a filer reported for one date, not a current position. The link opens that filing.
| Filer | Report date | Shares | Value | Filing |
|---|---|---|---|---|
| HBK Sorce Advisory LLC | 2026-03-31 | 8,089 | $234K | SEC filing |
| GRACE & WHITE INC /NY | 2026-03-31 | 186,349 | $5.59M | SEC filing |
| STATE STREET CORP | 2026-03-31 | 4,753,986 | $143M | SEC filing |
| Nuveen, LLC | 2026-03-31 | 861,383 | $25.8M | SEC filing |
| NEUBERGER BERMAN GROUP LLC | 2026-03-31 | 11,969 | $359K | SEC filing |
| CIBC Asset Management Inc | 2026-03-31 | 8,259 | $248K | SEC filing |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 2026-03-31 | 11,409 | $345K | SEC filing |
| Ameritas Investment Partners, Inc. | 2026-03-31 | 6,966 | $209K | SEC filing |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | 2026-03-31 | 154,365 | $4.63M | SEC filing |
| COMMONWEALTH EQUITY SERVICES, LLC | 2026-03-31 | 145,383 | $4.36M | SEC filing |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | 2026-03-31 | 469,780 | $14.1M | SEC filing |
| QUADRANT CAPITAL GROUP LLC | 2026-03-31 | 78 | $2.34K | SEC filing |
| STRS OHIO | 2026-03-31 | 9,600 | $288K | SEC filing |
| Invesco Ltd. | 2026-03-31 | 444,135 | $13.3M | SEC filing |
| Ensign Peak Advisors, Inc | 2026-03-31 | 8,002 | $240K | SEC filing |
| Torren Management, LLC | 2026-03-31 | 148 | $4.43K | SEC filing |
| Fiduciary Trust Co | 2026-03-31 | 7,478 | $224K | SEC filing |
| Horizon Investments, LLC | 2026-03-31 | 27,358 | $821K | SEC filing |
| FULLER & THALER ASSET MANAGEMENT, INC. | 2026-03-31 | 4,770,552 | $143M | SEC filing |
| Vision Retirement, LLC | 2026-03-31 | 309 | $9.27K | SEC filing |
120 filers have only one report here.
Unusually large insider trades
Each trade is compared with the other insider trades of the same kind in the same security among Beacon Financial Corp's recent filings on file. Size alone is context, not a prediction or evidence of improper trading.
- 2024-02-20 · Zaitzeff Michael: Larger than 45 of the 49 other insider sales of Common Stock on file. SEC filing
- 2024-02-12 · Zaitzeff Michael: Larger than 46 of the 49 other insider sales of Common Stock on file. SEC filing
- 2024-01-30 · Zaitzeff Michael: Larger than 47 of the 49 other insider sales of Common Stock on file. SEC filing
- 2024-01-29 · Zaitzeff Michael: Larger than 48 of the 49 other insider sales of Common Stock on file. SEC filing
- 2022-05-16 · Zaitzeff Michael: Larger than all 49 other insider sales of Common Stock on file. SEC filing
Independent insiders buying near the same time
- 2025-11-03–2025-11-04: 4 event(s) across 4 owner(s) — A cluster counts independent reporting owners that reported purchases within a set time. Co-filers and declared affiliates count once, and duplicate reports of the same event count once. ( filing , filing , filing , filing )
- 2023-03-14–2023-03-15: 3 event(s) across 2 owner(s) — A cluster counts independent reporting owners that reported purchases within a set time. Co-filers and declared affiliates count once, and duplicate reports of the same event count once. ( filing , filing , filing )
Purchases & sales (open market or private)
| Security | Code | Price | Filing | |||
|---|---|---|---|---|---|---|
| 2026-02-26 | McCurdy Michael W. · Chief Banking Officer | Common Stock | S — Open market or private sale | −17,333 | 31.04 | SEC filing |
| 2025-11-04 | Hollister Thomas J · Director | Common Stock | P — Open market or private purchase | +4,200 | 24.66 | SEC filing |
| 2025-11-04 | Callahan Mary Anne · Director | Common Stock | P — Open market or private purchase | +4,000 | 24.67 | SEC filing |
| 2025-11-03 | Carlson Carl M · CFO & Chief Strategy Officer | Common Stock | P — Open market or private purchase | +2,000 | 24.69 | SEC filing |
| 2025-11-03 | Hughes William H III · Director | Common Stock | P — Open market or private purchase | +635 | 24.26 | SEC filing |
| 2025-09-12 | Hill Willard I JR · Director | Common Stock | S — Open market or private sale | −1,000 | 25.96 | SEC filing |
| 2025-02-11 | Tulchiner Ellen · EVP,Head of Cnsmr Lndng&Pymnts | Common Stock | S — Open market or private sale | −1,052 | 29.97 | SEC filing |
| 2024-04-25 | Mhatre Nitin J. · President and CEO | Common Stock | P — Open market or private purchase | +1,100 | 22.02 | SEC filing |
Showing 8 of 20 rows
Grants, exercises, tax & gifts
| Security | Code | Filing | |||
|---|---|---|---|---|---|
| 2026-06-16 | Carlson Carl M · CFO & Chief Strategy Officer | Common Stock | A — Grant, award, or other acquisition | +5,167 | SEC filing |
| 2026-06-16 | Meiklejohn Mark J. · Chief Credit Officer | Common Stock | A — Grant, award, or other acquisition | +4,420 | SEC filing |
| 2026-06-16 | Rosengren Eric S · Director | Common Stock | A — Grant, award, or other acquisition | +2,509 | SEC filing |
| 2026-06-16 | Levante Gary R. · Chief Marketing Officer | Common Stock | A — Grant, award, or other acquisition | +2,164 | SEC filing |
| 2026-06-16 | Gray Sean · Chief Operations Officer | Common Stock | A — Grant, award, or other acquisition | +5,167 | SEC filing |
| 2026-06-16 | Chang Joanne B. · Director | Common Stock | A — Grant, award, or other acquisition | +2,509 | SEC filing |
| 2026-06-16 | Hollister Thomas J · Director | Common Stock | A — Grant, award, or other acquisition | +2,509 | SEC filing |
| 2026-06-16 | Hughes William H III · Director | Common Stock | A — Grant, award, or other acquisition | +2,509 | SEC filing |
Showing 8 of 20 rows
These tables describe filed transactions, not current holdings. Prices are shown as filed; a currency is added only when the filing's data names one. Amended and possible duplicate rows are left out of size comparisons and transaction groups.