Every SEC Form 3/4/5 on record for this filer (CIK 1854562) — 2 issuers, 63 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 | Sr Managing Dir/Inv Relations | 2025-09-03 → 2025-09-03 | 1 | — |
| BHLB | BERKSHIRE HILLS BANCORP INC | Sr Managing Dir/Inv Relations | 2021-04-02 → 2025-06-18 | 10 | $358,597 |
| Ticker | Date | Action | Shares | Price | Value | Held after |
|---|---|---|---|---|---|---|
| BHLB | 2023-05-15 | Buy | 18 | $19.57 | $352 | 18,163 |
| BHLB | 2023-05-15 | Buy | 2,982 | $19.53 | $58,238 | 15,945 |
| BHLB | 2023-05-15 | Buy | 158 | $19.54 | $3,087 | 16,103 |
| BHLB | 2023-05-15 | Buy | 1,692 | $19.56 | $33,096 | 18,145 |
1 of 2 issuers are covered and open a security page; the rest are on file here only.