Beacon Financial BBT Insider Ownership

NYSE BBT

$27.89 +0.53 (+1.94%)

As of: Oct 20, 2026 · 3:10 PM EDT

Insider Holdings by Owner

1.26Mn Shares

Insider Ownership Statistics

as of 30 Sep, 2026

Insider Ownership

1.52%

▼-0.0004% pp QoQ

Shares Held by Insiders

1.27Mn

filed for Sep 2026

▼-0.02% QoQ

Shares Outstanding

83.82Mn

83,816,086 shares

Direct Holdings

1.18Mn

Indirect: 85.46K

Net Shares Traded (QoQ)

-309

net selling in Sep 2026

Insiders Holding Shares

with Form 4 holdings on file

Shares Owned by Insiders

Shares held % of outstanding

Latest —

Average ownership —

Peak ownership —

Shares Purchased/Sold by Insiders

Bought Sold

Latest quarter —

Net over range —

Buying quarters —

Insider Ownership Summary

Updated Oct 11, 2026

Over the past year, BBT insiders bought $267,037 of stock (10.84K shares) and sold $538,016 (17.33K shares) on the open market.

Counted by insider, open-market buying of BBT stock in the past 12 months came from 4 insiders and selling from one insider.
Among Beacon Financial insiders, Thomas J. Hollister (Director) led open-market buying over the past 12 months with $103,572 of purchases (4.2K shares); the latest was on November 4, 2025.
Conversely, Michael W. McCurdy (Chief Banking Officer) was BBT's largest open-market seller in the past 12 months, with $538,016 of sales (17.33K shares); the latest was on February 26, 2026.
Beyond open-market trades, insiders at Beacon Financial received 62.36K shares in stock awards, gave up 6.98K shares to cover taxes or exercise prices and gave away 23.42K shares as gifts in the last 12 months.
According to Business Quant data, insiders at Beacon Financial reported 1.27Mn shares in total in their latest Form 4 filings, down 0.02% from 1.27Mn shares at the end of Q2 2026.
Direct holdings account for 1.18Mn shares (93.27%) of BBT's insider total, and indirect holdings through trusts, partnerships and family members for 85.46K shares (6.73%).
Holdings in Beacon Financial stock are reported by 32 insiders, the officers, directors and 10% owners who have filed a Form 4 in the past two years.
Beacon Financial's top three insider holders by shares held are Paul A. Perrault (President and CEO, 254.32K shares), Sean Gray (Chief Operations Officer, 134.07K shares) and Nitin J. Mhatre (President and CEO, 128.83K shares).
Of the shares held by BBT insiders, 20.02% belong to Paul A. Perrault.
Institutional investors held 91.95% of Beacon Financial stock at the end of Q2 2026, while the latest Form 4 filings of its insiders account for about 1.52%; other investors, including the public, hold roughly 6.53%.
In the past year, 22 insiders of Beacon Financial submitted 34 Form 4 filings reporting trades, awards or other transactions.
The insider data for BBT reflects Form 4 filings through September 2, 2026.

Form 4 Holdings

Insiders Holding BBT

Insiders 45

Shares held 1.26Mn

Of outstanding 1.50%

#	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.

Form 4 Filings

1,480 Insider Transactions

Source SEC Form 4

Latest quarter Sep 2026

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

Showing 1 to 20 of 1,480 transactions