Every SEC Form 3/4/5 on record for this filer (CIK 1779300) — 2 issuers, 12 transactions. Section-16 filings only: what they filed, not a biography, and titles are as filed on their latest form at each issuer.
| Ticker | Company | Role as filed | On file | Forms | Open-market net |
|---|---|---|---|---|---|
| BBT | Beacon Financial Corp | Director | 2025-11-03 → 2026-06-24 | 3 | $15,405 |
| BHLB | BERKSHIRE HILLS BANCORP INC | Director | 2019-06-10 → 2025-01-31 | 9 | $5,983 |
| Ticker | Date | Action | Shares | Price | Value | Held after |
|---|---|---|---|---|---|---|
| BBT | 2025-11-03 | Buy | 635 | $24.26 | $15,405 | 13,540 |
| BHLB | 2023-03-14 | Buy | 190 | $26.19 | $4,976 | 7,163 |
| BHLB | 2022-05-06 | Buy | 40 | $25.16 | $1,006 | 3,147 |
1 of 2 issuers are covered and open a security page; the rest are on file here only.