BBT Beacon Financial (BBT) Insider Trading, Ownership & Congress Trades
Banks · Savings institutions, not federally chartered · CIK 0001108134
SEC filings
House members buying, 1 year
0
STOCK Act, US House only, disclosed up to 45 days after the trade
Funds added, last quarter
145
13F, latest reported quarter
What the filings say about BBT
Insiders, 180 days
+$85.4K net bought
1 buyer · 1 seller · 0% of sales under a 10b5-1 plan
Congress, 1 year
No trades
Last one: sale, 2025-09-25
Beacon Financial insider trades (Form 4)
Form 4 buys and sells (codes P and S). Grants, option exercises
and conversions excluded.
Over the last 180 days, Beacon Financial Corp insiders bought a net $85.4K of stock across 8 Form 4 purchases and sales, with 1 insider buying. Source: SEC Form 4 filings, as of 2026-10-27.
Insider
Filed
Shares
Value
Since filing
Context
- 1 earlier Form 4 trade (code P or S) here by this insider (1 buy), the last on Nov 4, 2025.
- The trade is 11.9% of the 28,876 shares held after it.
- No other insider bought within 30 days.
- 145 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: Director Hollister Thomas J bought about $105.0K of BBT on Oct 26, 2026, the largest insider purchase at the company on our record; 145 funds added in the latest 13F quarter.Context
- First Form 4 purchase or sale (code P or S) here by this insider on our record.
- The trade is 9.1% of the 7,053 shares held after it.
- No other insider sold within 30 days.
- 145 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: General Counsel Eagan John Buckley sold about $19.6K of BBT on Oct 26, 2026; 145 funds added in the latest 13F quarter.Context
- First Form 4 purchase or sale (code P or S) here by this insider on our record.
- The trade is 67.8% of the 25,555 shares held after it.
- No other insider sold within 30 days.
- 145 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: Chief Banking Officer McCurdy Michael W. sold about $538.0K of BBT on Feb 26, 2026, the largest insider sale at the company on our record; 145 funds added in the latest 13F quarter.Context
- First Form 4 purchase or sale (code P or S) here by this insider on our record.
- The trade is 23.0% of the 17,374 shares held after it.
- 3 other insiders bought within 30 days.
- 145 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: Director Callahan Mary Anne bought about $98.7K of BBT on Nov 4, 2025, the largest insider purchase at the company on our record; 3 other insiders bought within 30 days and 145 funds added in the latest 13F quarter.Context
- First Form 4 purchase or sale (code P or S) here by this insider on our record.
- The trade is 56.2% of the 7,476 shares held after it.
- 3 other insiders bought within 30 days.
- 145 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: Director Hollister Thomas J bought about $103.6K of BBT on Nov 4, 2025, the largest insider purchase at the company on our record; 3 other insiders bought within 30 days and 145 funds added in the latest 13F quarter.8 transactions on record
Since filing: total return from the first close after the filing to the latest close, dividend-adjusted. Not a forecast.
Context lines are counts over the filings above and returns from our own price history, never a price level. Not investment advice.
Seven facts, ranked against the sector ·
Rank is not a forecast
Insiders
net +$85.4K over 180 days
+$85.4K over 90 days
more than 82% of Banks
Congress
no House purchase disclosed in the last 12 months
Funds
145 funds bought in 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 64% of Banks
Buybacks
no share repurchases reported
Short interest
6.0% of the float short (float per yahoo 2026-10-26) · 3.4 days to cover · settled 2026-09-30
more than 86% of Banks
What changed in the last 30 days
Oct 26Director Hollister Thomas J bought $105.0K (Oct 26)
Oct 26General Counsel Eagan John Buckley sold $19.6K (Oct 26)
Watch BBT
A free account keeps a watchlist and can send one email a day when insiders, funds or Congress file on the names in it. No password and no card.
The year, with the filings on it
Total return over 12 months. Each marker is a filing; hover or tap one for the detail.
+33.2%12M
Insider buyInsider sell
Indexed to 100, dividend-adjusted, not a price chart.
When a name files heavily, the largest trades are drawn first.
Who owns BBT: institutional holders (13F)
13F holdings, latest reported quarter
12,366,226 sh
$376.6M
5,212,012 sh
$158.7M
5,165,656 sh
$157.3M
5,129,035 sh
$156.2M
4,955,978 sh
$150.9M
Congress trades in BBT
STOCK Act disclosures, US House only, filed up to 45 days after the trade
Sold 2025-09-25 · disclosed 27 days later
$1,001 - $15,000
Activist and 5% holders (13D/13G)
No 5%+ ownership filings
Nobody has filed for crossing 5%. That is a fact, not missing data.
BBT planned insider sales (Form 144)
No planned-sale notices
No insider has filed to sell. Watch this after a run-up.
BBT mutual fund holders (N-PORT)
Funds ranked by the share of their own portfolio in this stock (N-PORT).
Hennessy Small Cap Financial Fund
$3.7M position · as of 2026-07-31
4.7%
RMB Mendon Financial Services Fund
$6.1M position · as of 2026-06-30
2.4%
Royce Small-Cap Value Fund
$1.4M position · as of 2026-06-30
1.3%
Royce Capital Fund - Small-Cap Portfolio
$2.4M position · as of 2026-06-30
1.3%
MFS Blended Research Small Cap Equity Portfolio
$1.0M position · as of 2026-06-30
1.2%
MFS Blended Research Small Cap Equity Fund
$3.9M position · as of 2026-05-31
1.2%
SEC N-PORT, monthly, about 60 days late · funds ≥ $10M ·
% is the share of the fund's own portfolio
Executive pay vs shareholder return · Nitin Mhatre
CEO pay, headline and as actually paid, against the company's
return and its chosen peers' (DEF 14A).
FY
CEO total
Actually paid
Other execs, avg
TSR
Peer TSR
2024
$2.7M
$2.7M
$991.2K
+0%
+31%
2023
$2.6M
$1.7M
$907.6K
-15%
+16%
2022
$2.6M
$3.0M
$957.7K
-1%
+16%
2021
$2.3M
$2.9M
$616.3K
-7%
+25%
Tagged by the company under SEC Item 402(v). Returns are
cumulative from the start of the disclosure period. Green where the company beat its own peer group.
Live price
Daily candles from TradingView, under their licence. No filings marked.
Why this name is on the desk
Insiders are net buyers of their own stock.
The record shows a net $85.4K bought by insiders over 180 days, 145 funds added last quarter. Each figure is a federal filing, dated the day it went public.
BBT financials
Revenue growth
+81.1%
XBRL, annual
Net margin
301.4%
Complaints, 90 days
8
- YoY · CFPB
Ratios from the company's XBRL filings, latest filings
Revenue, TTM
$459.9M
four quarters, 2024-07-01 to 2025-06-30
Revenue, TTM BBT
| FY Dec 2025 | $459.9M |
| FY Dec 2024 | $400.0M |
| FY Dec 2023 | $411.8M |
| FY Dec 2022 | $413.5M |
| FY Dec 2021 | $434.4M |
| Jun 2026 | n/a |
| Mar 2026 | n/a |
| Dec 2025 | n/a |
| Sep 2025 | n/a |
| Jun 2025 | $113.7M |
| Mar 2025 | $110.4M |
| Dec 2024 | $110.2M |
| Sep 2024 | $125.6M |
At each fiscal year end
Single quarter
Net margin, TTM
+34.7%
net income over revenue, 2025-07-01 to 2026-06-30
Net margin, TTM BBT
| FY Dec 2025 | +19.6% |
| FY Dec 2024 | +17.2% |
| FY Dec 2023 | n/a |
| FY Dec 2022 | +22.4% |
| FY Dec 2021 | +27.3% |
| Jun 2026 | n/a |
| Mar 2026 | n/a |
| Dec 2025 | n/a |
| Sep 2025 | n/a |
| Jun 2025 | +19.4% |
| Mar 2025 | +17.3% |
| Dec 2024 | +15.9% |
| Sep 2024 | +16.0% |
At each fiscal year end
Single quarter
Free cash flow, TTM
$220.8M
operating cash flow minus capex, 2025-07-01 to 2026-06-30
Free cash flow, TTM BBT
| FY Dec 2025 | $212.2M |
| FY Dec 2024 | $100.0M |
| FY Dec 2023 | $104.2M |
| FY Dec 2022 | $109.2M |
| FY Dec 2021 | $83.2M |
| Jun 2026 | n/a |
| Mar 2026 | n/a |
| Dec 2025 | $159.6M |
| Sep 2025 | $16.5M |
| Jun 2025 | $31.4M |
| Mar 2025 | $4.6M |
| Dec 2024 | $41.7M |
| Sep 2024 | $17.2M |
At each fiscal year end
Single quarter
Debt to equity
0.49x
long-term 2026-06-30 plus current 2025-06-30 (12 months older than the period end); equity 2026-06-30
Debt to equity BBT
| FY Dec 2025 | 0.46x |
| FY Dec 2024 | 1.33x |
| FY Dec 2023 | 0.42x |
| FY Dec 2022 | 0.13x |
| FY Dec 2021 | 0.09x |
| Jun 2026 | 0.49x |
| Mar 2026 | 0.57x |
| Dec 2025 | 0.46x |
| Sep 2025 | 0.60x |
| Jun 2025 | 0.47x |
| Mar 2025 | 0.55x |
| Dec 2024 | 1.33x |
| Sep 2024 | 0.57x |
At each fiscal year end
Trailing four quarters at each quarter end
Cash flow to debt
0.19x
TTM operating cash flow over long-term 2026-06-30 plus current 2025-06-30 (12 months older than the period end)
Cash flow to debt BBT
| FY Dec 2025 | 0.20x |
| FY Dec 2024 | 0.06x |
| FY Dec 2023 | 0.23x |
| FY Dec 2022 | 0.88x |
| FY Dec 2021 | 0.76x |
| Jun 2026 | 0.19x |
| Mar 2026 | 0.14x |
| Dec 2025 | 0.20x |
| Sep 2025 | 0.07x |
| Jun 2025 | 0.18x |
| Mar 2025 | 0.15x |
| Dec 2024 | 0.06x |
| Sep 2024 | 0.10x |
At each fiscal year end
Trailing four quarters at each quarter end
Return on equity
+8.4%
TTM net income over average of 2025-06-30 and 2026-06-30
Return on equity BBT
| FY Dec 2025 | +4.9% |
| FY Dec 2024 | +5.7% |
| FY Dec 2023 | n/a |
| FY Dec 2022 | +8.5% |
| FY Dec 2021 | +10.0% |
| Jun 2026 | +8.4% |
| Mar 2026 | +6.3% |
| Dec 2025 | +4.9% |
| Sep 2025 | +3.0% |
| Jun 2025 | +6.4% |
| Mar 2025 | +6.5% |
| Dec 2024 | +5.7% |
| Sep 2024 | n/a |
At each fiscal year end
Trailing four quarters at each quarter end
Return on assets
+0.9%
TTM net income over average of 2025-06-30 and 2026-06-30
Return on assets BBT
| FY Dec 2025 | +0.5% |
| FY Dec 2024 | +0.6% |
| FY Dec 2023 | n/a |
| FY Dec 2022 | +0.8% |
| FY Dec 2021 | +1.0% |
| Jun 2026 | +0.9% |
| Mar 2026 | +0.7% |
| Dec 2025 | +0.5% |
| Sep 2025 | +0.3% |
| Jun 2025 | +0.6% |
| Mar 2025 | +0.6% |
| Dec 2024 | +0.6% |
| Sep 2024 | n/a |
At each fiscal year end
Trailing four quarters at each quarter end
Return on invested capital
n/a
fewer than four consecutive quarters of operating income
Return on invested capital BBT
| FY Dec 2025 | n/a |
| FY Dec 2024 | n/a |
| FY Dec 2023 | n/a |
| FY Dec 2022 | n/a |
| FY Dec 2021 | n/a |
| Jun 2026 | n/a |
| Mar 2026 | n/a |
| Dec 2025 | n/a |
| Sep 2025 | n/a |
| Jun 2025 | n/a |
| Mar 2025 | n/a |
| Dec 2024 | n/a |
| Sep 2024 | n/a |
At each fiscal year end
Trailing four quarters at each quarter end
Return on capital employed
n/a
fewer than four consecutive quarters of operating income
Return on capital employed BBT
| FY Dec 2025 | n/a |
| FY Dec 2024 | n/a |
| FY Dec 2023 | n/a |
| FY Dec 2022 | n/a |
| FY Dec 2021 | n/a |
| Jun 2026 | n/a |
| Mar 2026 | n/a |
| Dec 2025 | n/a |
| Sep 2025 | n/a |
| Jun 2025 | n/a |
| Mar 2025 | n/a |
| Dec 2024 | n/a |
| Sep 2024 | n/a |
At each fiscal year end
Trailing four quarters at each quarter end
P/E, trailing
16.16x
close 2026-10-26 over four quarters of diluted EPS, 2025-07-01 to 2026-06-30
P/E, trailing BBT
| FY Dec 2025 | 25.11x |
| FY Dec 2024 | 36.92x |
| FY Dec 2023 | 15.52x |
| FY Dec 2022 | 14.73x |
| FY Dec 2021 | 11.75x |
| Jun 2026 | 15.94x |
| Mar 2026 | 21.58x |
| Dec 2025 | 25.11x |
| Sep 2025 | 38.87x |
| Jun 2025 | 28.13x |
| Mar 2025 | 31.82x |
| Dec 2024 | 36.92x |
| Sep 2024 | 49.87x |
At each fiscal year end
Trailing four quarters at each quarter end
Enterprise value
$2.6B
market value at close 2026-10-26 on 2026-07-31 shares, plus long-term 2026-06-30 plus current 2025-06-30 (12 months older than the period end), minus cash 2026-06-30
Enterprise value BBT
| FY Dec 2025 | $1.3B |
| FY Dec 2024 | $2.3B |
| FY Dec 2023 | $546.8M |
| FY Dec 2022 | $427.6M |
| FY Dec 2021 | $450.1M |
| Jun 2026 | $2.6B |
| Mar 2026 | $2.8B |
| Dec 2025 | $1.3B |
| Sep 2025 | $1.3B |
| Jun 2025 | $1.2B |
| Mar 2025 | $1.4B |
| Dec 2024 | $2.3B |
| Sep 2024 | $820.5M |
At each fiscal year end
Trailing four quarters at each quarter end
FCF yield
+8.5%
TTM free cash flow over market value at close 2026-10-26
FCF yield BBT
| FY Dec 2025 | +9.6% |
| FY Dec 2024 | +8.2% |
| FY Dec 2023 | +9.6% |
| FY Dec 2022 | +8.1% |
| FY Dec 2021 | +6.0% |
| Jun 2026 | +8.7% |
| Mar 2026 | +7.6% |
| Dec 2025 | +9.6% |
| Sep 2025 | +8.6% |
| Jun 2025 | +8.2% |
| Mar 2025 | +8.1% |
| Dec 2024 | +8.2% |
| Sep 2024 | +5.1% |
At each fiscal year end
Trailing four quarters at each quarter end
PEG, trailing
0.14x
P/E over trailing EPS growth of 115%: four quarters to 2026-06-30 against the four to 2025-06-30
PEG, trailing BBT
| FY Dec 2025 | 0.69x |
| FY Dec 2024 | n/a |
| FY Dec 2023 | n/a |
| FY Dec 2022 | n/a |
| FY Dec 2021 | n/a |
| Jun 2026 | 0.14x |
| Mar 2026 | 0.31x |
| Dec 2025 | 0.69x |
| Sep 2025 | 3.00x |
| Jun 2025 | 1.64x |
| Mar 2025 | n/a |
| Dec 2024 | n/a |
| Sep 2024 | n/a |
At each fiscal year end
Trailing four quarters at each quarter end
Price as of 2026-10-26. Hover or tap a tile for its yearly and quarterly history.
Method
TTM is four consecutive fiscal quarters; Q4 is the year minus nine months when not filed. Returns use the average of opening and closing balances. EBIT is approximated by operating income. PEG uses trailing EPS growth.
Fundamentals
Annual figures from XBRL filings. Pick a past date to see them as known then.
| 2025-12 | 2024-12 | 2023-12 | 2022-12 | |
|---|---|---|---|---|
| Revenue | $29.9M | $400.0M | $411.8M | $413.5M |
| 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 | n/a | n/a |
| Long-term debt | $788.4M | $1.5B | $246.6M | $125.5M |
| Buybacks | n/a | $17.5M | $23.8M | $124.5M |
| Dividends paid | $63.1M | $48.1M | $47.9M | $24.5M |
SEC XBRL, fiscal years, as known on 2026-10-27
BBT Stock Sonar score 6/7 axes
Find similar shapesCompareBBT ranks highest on growth (98th percentile) and institutional and government (68th), and lowest on risk and compliance (10th), among Banks peers.
6 of 7 axes scored. Each is a percentile against sector peers (all companies when the sector is thin); higher is better. An unscored axis is unmeasured, not low. How it is scored
BBT filings, in plain words
Are Beacon Financial insiders buying or selling BBT?
In the 180 days to 2026-10-27, Beacon Financial insiders were net buyers, a net $85.4K: $105.0K of purchases and $19.6K of sales reported on Form 4, by 1 buyer and 1 seller.
Have members of Congress traded BBT?
Yes, but not in the year to 2026-10-27; the latest on record is a sale by Lisa McClain dated 2025-09-25.
Read the full summary
In the 180 days to 2026-10-27, Beacon Financial insiders were net buyers of BBT, a net $85.4K across purchases and sales reported on Form 4 by 1 buyer and 1 seller. Members of Congress have disclosed trades in BBT, none in the last year; the latest on record is a sale by Lisa McClain dated 2025-09-25. Each figure is counted from SEC and House filings as of 2026-10-27, dated the day the filing was made public.
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