Every SEC Form 3/4/5 on record for this filer (CIK 1993894) — 2 issuers, 28 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 | 2025-11-06 → 2026-06-24 | 2 | $98,680 |
| BHLB | BERKSHIRE HILLS BANCORP INC | Director | 2023-09-20 → 2025-01-31 | 6 | $520,324 |
| Ticker | Date | Action | Shares | Price | Value | Held after |
|---|---|---|---|---|---|---|
| BBT | 2025-11-04 | Buy | 4,000 | $24.67 | $98,680 | 17,374 |
| BHLB | 2023-11-08 | Buy | 2,000 | $20.40 | $40,800 | 16,000 |
| BHLB | 2023-11-08 | Buy | 2,000 | $20.20 | $40,400 | 12,000 |
| BHLB | 2023-11-08 | Buy | 2,000 | $20.30 | $40,600 | 14,000 |
| BHLB | 2023-11-07 | Buy | 2,000 | $20.60 | $41,200 | 10,000 |
| BHLB | 2023-09-20 | Buy | 2,995 | $19.90 | $59,600 | 10,000 |
| BHLB | 2023-09-20 | Buy | 100 | $19.90 | $1,990 | 7,005 |
1 of 2 issuers are covered and open a security page; the rest are on file here only.