Beacon Financial's top three insider shareholders as of September 17, 2026 are Paul A Perrault (President And Ceo, 254.32K shares), Sean Gray (Chief Operations Officer, 134.07K shares), Nitin J. Mhatre (President And Ceo, 128.83K shares).
| # | Insider | Position | Direct | Indirect | Total | Share of Insiders | Last Filed |
|---|---|---|---|---|---|---|---|
| 1 | Paul A Perrault | President And Ceo | 254,316 | 0 | 254,316 | 20.2% | 02 Sep, 2026 |
| 2 | Sean Gray | Chief Operations Officer | 134,075 | 0 | 134,075 | 10.6% | 24 Jun, 2026 |
| 3 | Nitin J. Mhatre | President And Ceo | 128,831 | 0 | 128,831 | 10.2% | 03 Sep, 2025 |
| 4 | Bogdan Nowak | Director | 114,539 | 0 | 114,539 | 9.1% | 24 Jun, 2026 |
| 5 | Carl M Carlson | Cfo Chief Strategy Officer | 84,732 | 0 | 84,732 | 6.7% | 02 Sep, 2026 |
| 6 | Mark J. Meiklejohn | Chief Credit Officer | 56,639 | 0 | 56,639 | 4.5% | 02 Sep, 2026 |
| 7 | George F. Bacigalupo | Executive Vice President | 45,258 | 3,624 | 48,882 | 3.9% | 01 Feb, 2023 |
| 8 | Michael W. Mccurdy | Chief Banking Officer | 34,575 | 0 | 34,575 | 2.7% | 02 Sep, 2026 |
| 9 | Wm Gordon Prescott | General Counsel And Corp Sec | 28,584 | 0 | 28,584 | 2.3% | 03 Sep, 2025 |
| 10 | Kevin Conn | Sr Managing Dir/Inv Relations | 26,924 | 0 | 26,924 | 2.1% | 03 Sep, 2025 |
| 11 | Merrill W Sherman | Director | 2,509 | 23,421 | 25,930 | 2.1% | 19 Aug, 2026 |
| 12 | Thomas J Hollister | Director | 25,426 | 0 | 25,426 | 2.0% | 24 Jun, 2026 |
| 13 | Gregory D Lindenmuth | Evp And Chief Risk Officer | 23,377 | 0 | 23,377 | 1.9% | 03 Sep, 2025 |
| 14 | John M. Pereira | Director | 21,940 | 0 | 21,940 | 1.7% | 24 Jun, 2026 |
| 15 | David Brunelle | Director | 21,899 | 0 | 21,899 | 1.7% | 24 Jun, 2026 |
| 16 | Margaret Boles Fitzgerald | Director | 18,580 | 0 | 18,580 | 1.5% | 24 Jun, 2026 |
| 17 | Jacqueline Courtwright | Chief Human Resources Officer | 18,025 | 0 | 18,025 | 1.4% | 03 Sep, 2025 |
| 18 | William H Iii Hughes | Director | 16,848 | 0 | 16,848 | 1.3% | 24 Jun, 2026 |
| 19 | Brett Brbovic | Evp And Cfo | 16,512 | 0 | 16,512 | 1.3% | 03 Sep, 2025 |
| 20 | Willard I Jr Hill | Director | 14,835 | 0 | 14,835 | 1.2% | 24 Jun, 2026 |
| 21 | Sylvia Maxfield | Director | 13,993 | 0 | 13,993 | 1.1% | 24 Jun, 2026 |
| 22 | James Cannon Brown | Sevp Head Of Comm'L Banking | 13,072 | 0 | 13,072 | 1.0% | 03 Sep, 2025 |
| 23 | Joanne B. Chang | Director | 12,952 | 0 | 12,952 | 1.0% | 24 Jun, 2026 |
| 24 | Nina A Charnley | Director | 10,939 | 0 | 10,939 | 0.9% | 24 Jun, 2026 |
| 25 | Gary R. Levante | Chief Marketing Officer | 10,721 | 0 | 10,721 | 0.9% | 02 Sep, 2026 |
| 26 | Mihir A. Desai | Director | 9,344 | 0 | 9,344 | 0.7% | 24 Jun, 2026 |
| 27 | Subhadeep Basu | Sevp And Cfo | 8,525 | 0 | 8,525 | 0.7% | 04 Apr, 2022 |
| 28 | Karyn Polito | Director | 7,958 | 0 | 7,958 | 0.6% | 24 Jun, 2026 |
| 29 | John Buckley Eagan | General Counsel | 7,694 | 0 | 7,694 | 0.6% | 02 Sep, 2026 |
| 30 | Eric S Rosengren | Director | 7,431 | 0 | 7,431 | 0.6% | 24 Jun, 2026 |
| 31 | Jason T White | Evp, Chief Information Officer | 4,271 | 2,206 | 6,477 | 0.5% | 01 Feb, 2023 |
| 32 | Ellen Tulchiner | Evp,Head Of Cnsmr Lndngpymnts | 5,908 | 0 | 5,908 | 0.5% | 03 Sep, 2025 |
| 33 | Ashlee Picard Flores | Evp Chief Compliance Officer | 2,815 | 0 | 2,815 | 0.2% | 04 Apr, 2023 |
| 34 | Laurie Norton Moffatt | Director | 0 | 2,595 | 2,595 | 0.2% | 31 Jan, 2024 |
| 35 | Michael Zaitzeff | Director | 0 | 2,595 | 2,595 | 0.2% | 22 Feb, 2024 |
| 36 | Baye Adofo-Wilson | Director | 0 | 2,595 | 2,595 | 0.2% | 31 Jan, 2024 |
| 37 | Jeffrey W Kip | Director | 0 | 2,595 | 2,595 | 0.2% | 31 Jan, 2024 |
| 38 | Mary Anne Callahan | Director | 2,509 | 0 | 2,509 | 0.2% | 24 Jun, 2026 |
| 39 | Robert M. Curley | Director | 0 | 2,248 | 2,248 | 0.2% | 01 Feb, 2022 |
| 40 | Rheo A Brouillard | Director | 0 | 2,248 | 2,248 | 0.2% | 01 Feb, 2022 |
| 41 | John B Davies | Director | 0 | 2,141 | 2,141 | 0.2% | 31 Jan, 2023 |
| 42 | Jonathan I Shulman | Director | 0 | 2,141 | 2,141 | 0.2% | 31 Jan, 2023 |
| 43 | R David Rosato | Sevp Chief Financial Officer | 1,845 | 0 | 1,845 | 0.1% | 03 Apr, 2024 |
| 44 | Philip Jurgeleit | Evp Chief Credit Officer | 0 | 1,634 | 1,634 | 0.1% | 01 Feb, 2023 |
| 45 | Lucia Bellomia | Evp, Head Of Retail Banking | 1,025 | 0 | 1,025 | 0.1% | 31 Jan, 2024 |
Each row is that insider’s most recently reported position, from Form 4 filings over the last 60 months — which is why this total does not tie to the quarterly series above, where a quarter counts only the insiders who filed in it. Shares held through a fund or institutional portfolio are counted on the institutional ownership page instead.
| Date | Insider | Position | Transaction | Shares | Price | Value | Shares Held After | Ownership |
|---|---|---|---|---|---|---|---|---|
| 01 Sep, 2026 | Carl M Carlson | Cfo Chief Strategy Officer | Disposed F | 1,314 | $30.39 | $39.93K | 84,732 | Direct |
| 01 Sep, 2026 | Michael W. Mccurdy | Chief Banking Officer | Disposed F | 1,314 | $30.39 | $39.93K | 34,575 | Direct |
| 01 Sep, 2026 | Paul A Perrault | President And Ceo | Disposed F | 4,333 | $30.39 | $131.68K | 254,316 | Direct |
| 01 Sep, 2026 | Mark J. Meiklejohn | Chief Credit Officer | Disposed F | 963 | $30.39 | $29.27K | 56,639 | Direct |
| 01 Sep, 2026 | Gary R. Levante | Chief Marketing Officer | Disposed F | 101 | $30.39 | $3.07K | 10,721 | Direct |
| 01 Sep, 2026 | John Buckley Eagan | General Counsel | Disposed F | 267 | $30.39 | $8.11K | 7,694 | Direct |
| 19 Aug, 2026 | Merrill W Sherman | Director | Disposed G | 23,421 | $0.00 | $0 | 2,509 | Direct |
| 19 Aug, 2026 | Merrill W Sherman | Director | Acquired G | 23,421 | $0.00 | $0 | 23,421 | Indirect |
| 16 Jun, 2026 | John M. Pereira | Director | Acquired A | 2,509 | $0.00 | $0 | 21,940 | Direct |
| 16 Jun, 2026 | Margaret Boles Fitzgerald | Director | Acquired A | 2,509 | $0.00 | $0 | 18,580 | Direct |
| 16 Jun, 2026 | Willard I Jr Hill | Director | Acquired A | 2,509 | $0.00 | $0 | 14,835 | Direct |
| 16 Jun, 2026 | Bogdan Nowak | Director | Acquired A | 2,509 | $0.00 | $0 | 114,539 | Direct |
| 16 Jun, 2026 | Gary R. Levante | Chief Marketing Officer | Acquired A | 2,164 | $0.00 | $0 | 8,658 | Direct |
| 16 Jun, 2026 | David Brunelle | Director | Acquired A | 2,509 | $0.00 | $0 | 21,899 | Direct |
| 16 Jun, 2026 | Karyn Polito | Director | Acquired A | 2,509 | $0.00 | $0 | 7,958 | Direct |
| 16 Jun, 2026 | Sean Gray | Chief Operations Officer | Acquired A | 5,167 | $0.00 | $0 | 128,908 | Direct |
| 16 Jun, 2026 | Nina A Charnley | Director | Acquired A | 2,509 | $0.00 | $0 | 10,939 | Direct |
| 16 Jun, 2026 | Merrill W Sherman | Director | Acquired A | 2,509 | $0.00 | $0 | 25,930 | Direct |
| 16 Jun, 2026 | Joanne B. Chang | Director | Acquired A | 2,509 | $0.00 | $0 | 12,952 | Direct |
| 16 Jun, 2026 | Thomas J Hollister | Director | Acquired A | 2,509 | $0.00 | $0 | 25,426 | Direct |