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BBT · Beacon Financial Corp

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TEAM-2.62% 13F +440META+1.00% 13F +2,694RCG+0.35% CLUSTERUTHR-0.54% 13F +425CRWV+5.68% 13F +694CRM-1.97% 13F +1,019CVNA+1.58% 13F +795TPL-1.11% 13F +444NET-1.96% 13F +711MSTR-1.39% 13F +527DELL+1.50% 13F +1,204CRWD-0.87% 13F +1,383ANET+1.22% 13F +1,324COIN-4.18% 13F +475TEAM-2.62% 13F +440META+1.00% 13F +2,694RCG+0.35% CLUSTERUTHR-0.54% 13F +425CRWV+5.68% 13F +694CRM-1.97% 13F +1,019CVNA+1.58% 13F +795TPL-1.11% 13F +444NET-1.96% 13F +711MSTR-1.39% 13F +527DELL+1.50% 13F +1,204CRWD-0.87% 13F +1,383ANET+1.22% 13F +1,324COIN-4.18% 13F +475

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BBT

Name: Beacon Financial Corp (BBT) insider trading and ownership data
Creator: WaveMan
License: https://wave-man.com/terms

Beacon Financial Corp

BANKS · SAVINGS INSTITUTIONS, NOT FEDERALLY CHARTERED · CIK 0001108134

SEC FILINGS☆ WATCH

INSIDER NET · 180D

open-market buys minus sells, Form 4 codes P and S

INSIDER BUYERS · 180D

CONGRESS BUYERS · 1Y

FUNDS ADDED · QTR

146

13F, latest reported quarter

REVENUE GROWTH

+81.1%

XBRL, annual

NET MARGIN

301.4%

COMPLAINTS · 90D

- YoY · CFPB

SEVEN FACTS, RANKED AGAINST THE SECTOR · RANK IS NOT A FORECAST

INSIDERS

no Form 4 purchases or sales on file

CONGRESS

no member of Congress has reported trading it

FUNDS

146 funds added or opened last quarter

more than 68% of Banks

REVENUE

+81.1% year over year

more than 98% of Banks

MARGIN

301.4% net margin

more than 65% of Banks

BUYBACKS

no share repurchases reported

SHORT

4.2% of shares outstanding short · 4.1 days to cover · settled 2026-07-31

more than 79% of Banks

THE SITUATION · EVERY LINE IS ONE RULE OVER ONE DATASET

146 funds added or opened positions in the latest 13F quarter, of 297 holders.

The year, with the filings on it

Total return indexed to 100 over the last 12 months · every marker is a federal filing, placed at its date — hover any marker for the detail

TOTAL 12M RETURN +26.3%

+26.3%12M

INSIDER BUYINSIDER SELL

INDEXED RETURN, DIVIDEND-ADJUSTED — NOT A PRICE CHART · LARGE TRADES DRAWN FIRST WHEN A NAME FILES HEAVILY

Live price

Daily candles from TradingView, on their licence — no filings are marked on this one

WHY THIS NAME IS ON THE DESK

The complete filing record, in one place.

The record shows 146 funds added last quarter. Every figure is a federal filing, dated the day it became public.

Backtest this pattern Open the screener

Same sector, ranked by filing activity

Sector from the SEC's own SIC classification

UMBF BWFG PEBO PB FMBM GABC NEWT PCB DCOM ISBA WSBF JMSB

Insider transactions

Form 4 purchases and sales (codes P and S) — grants, option exercises and preferred conversions excluded

No insider purchases or sales are on record for Beacon Financial Corp in the period covered. Source: SEC Form 4 filings, as of 2026-09-06.

INSIDER

FILED

VALUE

McCurdy Michael W.

Chief Banking Officer

SELL

2026-02-26

17,333.0

$538.0K

Callahan Mary Anne

Director

BUY

2025-11-04

4,000.0

$98.7K

Hollister Thomas J

Director

BUY

2025-11-04

4,200.0

$103.6K

Carlson Carl M

CFO & Chief Strategy Officer

BUY

2025-11-03

2,000.0

$49.4K

Hughes William H III

Director

BUY

2025-11-03

635.0

$15.4K

6 TRANSACTIONS ON RECORD

Showing the most recent few. Create a free account to see 1 more transactions on record, the cross-source screener and CSV export. We store only your email address, and there is no password to create.

Institutional holders

13F · holdings as of the latest quarter funds have reported

BlackRock, Inc.

12,366,226.0 sh

$376.6M

VANGUARD PORTFOLIO MANAGEMENT LLC

5,212,012.0 sh

$158.7M

MILLENNIUM MANAGEMENT LLC

5,165,656.0 sh

$157.3M

STATE STREET CORP

5,129,035.0 sh

$156.2M

DIMENSIONAL FUND ADVISORS LP

4,955,978.0 sh

$150.9M

SCHEDULE 13D/G

No 5%+ ownership filings

Nobody has crossed 5% with a filing obligation. Absence is a fact here, not missing data.

FORM 144

No planned-sale notices

No insider has notified an intent to sell. This is the panel to watch after a run-up.

Fund concentration

N-PORT · funds ranked by how much of THEMSELVES they put in this stock — the conviction number 13F cannot show

Hennessy Small Cap Financial Fund

$3.2M POSITION · AS OF 2026-04-30

4.4%

RMB Mendon Financial Services Fund

$5.1M POSITION · AS OF 2026-03-31

2.2%

Royce Capital Fund - Small-Cap Portfolio

$2.5M POSITION · AS OF 2026-03-31

1.4%

Royce Small-Cap Value Fund

$1.4M POSITION · AS OF 2026-03-31

1.4%

MFS Blended Research Small Cap Equity Portfolio

$1.1M POSITION · AS OF 2026-03-31

1.4%

Undiscovered Managers Behavioral Value Fund

$99.9M POSITION · AS OF 2026-03-31

1.2%

SEC N-PORT, MONTHLY WITH A ~60-DAY PUBLIC LAG · FUNDS ≥ $10M · % = SHARE OF THE FUND'S OWN BOOK

Fundamentals

Annual figures from XBRL filings · pick a past date to see them exactly as the market knew them then — restatements and all

	2025-12	2024-12	2023-12	2022-12
REVENUE	$29.9M	$16.5M	$16.2M	$40.9M
NET INCOME	$90.3M	$68.7M	$75.0M	$92.5M
EPS (DILUTED)	1.03	0.77	0.85	2.02
OPERATING CASH FLOW	$224.4M	$105.0M	$116.6M	$110.7M
CASH	$2.0B	$543.7M	—	—
LONG-TERM DEBT	$788.4M	$1.5B	$246.6M	$125.5M
BUYBACKS	—	$17.5M	$23.8M	$124.5M
DIVIDENDS PAID	$63.1M	$48.1M	$47.9M	$24.5M

SEC XBRL · FISCAL-YEAR PERIODS · AS KNOWN ON 2026-09-06 · NOBODY ELSE SHOWS FUNDAMENTALS AS OF A PAST DATE