Beacon Financial's top three insider shareholders as of May 30, 2026 are Paul A Perrault (President And Ceo, 222.30K shares), Sean Gray (Chief Operations Officer, 123.74K shares), Carl M Carlson (Cfo Chief Strategy Officer, 75.69K shares).
| Holder | Position | Shares (Direct) | Shares (Indirect) | Report Date |
|---|---|---|---|---|
| Paul A Perrault | President And Ceo | 222,301 | 0 | 23 Sep, 2025 |
| Willard I Jr Hill | - | 12,326 | 0 | 16 Sep, 2025 |
| Jeffrey W Kip | - | 10,436 | 0 | 02 Feb, 2022 |
| Thomas J Hollister | - | 0 | 7,476 | 06 Nov, 2025 |
| Mark J. Meiklejohn | Chief Credit Officer | 48,762 | 0 | 23 Sep, 2025 |
| Michael W. Mccurdy | Chief Banking Officer | 25,555 | 0 | 26 Feb, 2026 |
| Sean Gray | Chief Operations Officer | 123,741 | 0 | 03 Sep, 2025 |
| Robert M. Curley | - | 0 | 2,248 | 01 Feb, 2022 |
| Laurie Norton Moffatt | - | 0 | 2,595 | 31 Jan, 2024 |
| George F. Bacigalupo | Executive Vice President | 45,258 | 3,624 | 01 Feb, 2023 |
| Carl M Carlson | Cfo Chief Strategy Officer | 75,690 | 0 | 05 Nov, 2025 |
| R David Rosato | Sevp Chief Financial Officer | 0 | 7,981 | 04 Apr, 2023 |
| Gregory D Lindenmuth | Evp And Chief Risk Officer | 23,377 | 0 | 03 Sep, 2025 |
| David Brunelle | - | 7,707 | 0 | 21 Sep, 2021 |
| Wm Gordon Prescott | General Counsel And Corp Sec | 28,584 | 0 | 03 Sep, 2025 |
| William H Iii Hughes | - | 13,540 | 0 | 03 Nov, 2025 |
| Baye Adofo-Wilson | - | 0 | 2,595 | 31 Jan, 2024 |
| Sylvia Maxfield | - | 0 | 2,595 | 31 Jan, 2024 |
| Jonathan I Shulman | - | 0 | 2,248 | 01 Feb, 2022 |
| Jacqueline Courtwright | Chief Human Resources Officer | 18,025 | 0 | 03 Sep, 2025 |
| Jason T White | Evp, Chief Information Officer | 4,271 | 2,206 | 01 Feb, 2023 |
| Subhadeep Basu | Sevp And Cfo | 8,525 | 0 | 04 Apr, 2022 |
| Kevin Conn | Sr Managing Dir/Inv Relations | 26,924 | 0 | 03 Sep, 2025 |
| Michael Zaitzeff | - | 0 | 2,595 | 22 Feb, 2024 |
| Deborah P Bailey | - | 0 | 1,571 | 02 Jul, 2021 |
| Lucia Bellomia | Evp, Head Of Retail Banking | 0 | 1,977 | 01 Feb, 2023 |
| Ellen Tulchiner | Evp,Head Of Cnsmr Lndngpymnts | 5,908 | 0 | 03 Sep, 2025 |
| Nina A Charnley | - | 0 | 3,034 | 01 Feb, 2022 |
| Mihir A. Desai | - | 0 | 2,595 | 31 Jan, 2024 |
| Brett Brbovic | Evp And Cfo | 16,512 | 0 | 03 Sep, 2025 |
| Philip Jurgeleit | Evp Chief Credit Officer | 0 | 1,634 | 01 Feb, 2023 |
| Ashlee Picard Flores | Evp Chief Compliance Officer | 2,815 | 0 | 04 Apr, 2023 |
| Karyn Polito | - | 0 | 2,854 | 03 Jul, 2023 |
| Eric S Rosengren | - | 0 | 2,595 | 31 Jan, 2024 |
| Mary Anne Callahan | - | 0 | 17,374 | 06 Nov, 2025 |
* Please note that the shares above only reflect shares from the fund portfolio and the institutional portfolio. Shares from the personal portfolio are excluded from this Institutional Ownership Page. See these insiders' latest transactions here on Insider Page.
| Transaction Date | Insider Name | Security Class | Transaction Type | Shares Traded | Price | Shares Remaining | Ownership | Code |
|---|---|---|---|---|---|---|---|---|
| 26 Feb, 2026 | Michael W. Mccurdy | Common Stock | D | 17,333 | $31.04 | 25,555 | D | S |
| 26 Feb, 2026 | Michael W. Mccurdy | Common Stock | D | 17,333 | $31.04 | 25,555 | D | S |
| 04 Nov, 2025 | Thomas J Hollister | Common Stock | A | 4,200 | $24.66 | 7,476 | I | P |
| 04 Nov, 2025 | Thomas J Hollister | Common Stock | A | 4,200 | $24.66 | 7,476 | I | P |
| 04 Nov, 2025 | Mary Anne Callahan | Common Stock | A | 4,000 | $24.67 | 17,374 | I | P |
| 04 Nov, 2025 | Mary Anne Callahan | Common Stock | A | 4,000 | $24.67 | 17,374 | I | P |
| 03 Nov, 2025 | Carl M Carlson | Common Stock | A | 2,000 | $24.69 | 75,690 | D | P |
| 03 Nov, 2025 | Carl M Carlson | Common Stock | A | 2,000 | $24.69 | 75,690 | D | P |
| 03 Nov, 2025 | William H Iii Hughes | Common Stock | A | 635 | $24.26 | 13,540 | D | P |
| 03 Nov, 2025 | William H Iii Hughes | Common Stock | A | 635 | $24.26 | 13,540 | D | P |
| 19 Sep, 2025 | Paul A Perrault | Common Stock | A | 17,921 | $0.00 | 222,301 | D | A |
| 19 Sep, 2025 | Mark J. Meiklejohn | Common Stock | A | 6,341 | $0.00 | 48,762 | D | A |
| 19 Sep, 2025 | Carl M Carlson | Common Stock | A | 7,879 | $0.00 | 73,690 | D | A |
| 19 Sep, 2025 | Paul A Perrault | Common Stock | A | 17,921 | $0.00 | 222,301 | D | A |
| 19 Sep, 2025 | Carl M Carlson | Common Stock | A | 7,879 | $0.00 | 73,690 | D | A |
| 19 Sep, 2025 | Michael W. Mccurdy | Common Stock | A | 7,879 | $0.00 | 42,888 | D | A |
| 19 Sep, 2025 | Mark J. Meiklejohn | Common Stock | A | 6,341 | $0.00 | 48,762 | D | A |
| 19 Sep, 2025 | Michael W. Mccurdy | Common Stock | A | 7,879 | $0.00 | 42,888 | D | A |
| 12 Sep, 2025 | Willard I Jr Hill | Common Stock | D | 1,000 | $25.96 | 12,326 | D | S |
| 29 Aug, 2025 | Sean Gray | Common Stock | A | 21,772 | $0.00 | 137,330 | D | A |