Company Analysis

Beacon Financial Corporation (BBT)

NYSE: BBT · Savings Institutions, Not Federally Chartered · Boston, MA · filing with the SEC since 2000
Grade4.4
◀ Past 2.1● Present 5.2▶ Future 6.9

Who owns Beacon Financial Corporation

As filed with the SEC
Holders of 5% or more
4
Blackrock, Inc. holds 14.6% of Common Stock, as its SCHEDULE 13G/A filed Apr 25, 2025 says.
Directors and officers
30
report now, of 69 people on the record since 2006. Their holdings as a group are not read here.
Institutions as a whole
n/a
The record does not read the share held by managers that file Form 13F, so none is printed and no split of the rest is estimated. What it holds is the 4 named at left.
Holders of 5% or moreshare of the class, as filed
Blackrock, Inc.
SCHEDULE 13G/A · filed Apr 25, 2025 · Common Stock · 13.3% in Feb 5, 2025
14.6%
Vanguard Portfolio Management
6.19%
Vanguard Capital Management
5.25%
State Street Corporation
SCHEDULE 13G · filed Aug 11, 2025 · COMMON STOCK · 5% in May 13, 2025
5.2%
Fuller & Thaler Asset Management, Inc.
SCHEDULE 13G/A · filed Aug 14, 2026 · Common Stock · reported falling below 5%, from 5.9% in Aug 14, 2025
under 5%
Millennium Management LLC
SCHEDULE 13G/A · filed Oct 23, 2026 · Common Stock, par value $0.01 per share · reported falling below 5%, from 5.6% in Mar 26, 2026
under 5%
The Vanguard Group
SCHEDULE 13G/A · filed Mar 26, 2026 · Common Stock · reported falling below 5%
under 5%
What BBT reports owning in othersstakes of 5% or more, and other ties
Other ties the annual report names
Brookline Bancorp, Inc.
An entity · legal entity · owns, named in the 10-K filed Mar 2, 2026
Holdco Merger
A company bought · acquisition · Aug 2025 · owns, named in the 10-K filed Mar 2, 2026

37 subsidiaries in 1 country, from the list filed with the 10-K filed Mar 2, 2026.

Insider tradesForm 4
2sales
11purchases
0sales on a scheduled plan
2people selling
$600,000sold, in dollars
$500,000bought, in dollars
Open-market trades on Form 4 from Nov 2, 2025 to Nov 2, 2026. A scheduled plan is a selling program set in advance under SEC rule 10b5-1. The trades are listed as filed and do not feed the grade.
By calendar yearSoldBought
17181920212223242526
2026 runs to Nov 2, 2026. Dollars as filed, summed by the transaction date.
People who traded in the window10 of 69 on the roster
PersonRole as filedSalesSoldOn a planBuysBought
Mccurdy Michael W.Chief Banking Officer1$500,00000$0
Hughes William H IIIdirector0$002$0
Callahan Mary Annedirector0$002$200,000
Hollister Thomas Jdirector0$002$200,000
Carlson Carl MCFO & Chief Strategy Officer0$001$0
Charnley Nina Adirector0$001$0
Fitzgerald Margaret Bolesdirector0$001$0
Polito Karyndirector0$001$0
Rosengren Eric Sdirector0$001$0
Eagan John BuckleyGeneral Counsel1$000$0
SI Assistanton BBT · research, not advice