Beacon Financial Corp
BBT · Savings Institutions, Not Federally Chartered · 83.8M shares · +16%/yr ↑ shares · EDGAR filings ↗
Net buyback after stock comp: $117M (gross $125M, SBC $7M)
Reference price $31.04 · est. market cap ~$2.6B — last insider sale, 2026-02-26 (estimated from the dated SEC Form 4 price × shares outstanding — not a live quote)
Grade
C64bank composite 44pct→64
Notable findings
- Fund exitedNotable fund(s) exited this quarter: VANGUARD GROUP INC
- Strong balance sheetStrong balance sheet — $2.0B cash & investments
- Insider sellingInsider selling — 1 open-market sale(s) by 1 insider(s) (~$538,016, last 6mo) Form 4 ↗
- Notable holderHeld by 5 notable fund(s): STATE STREET CORP, GOLDMAN SACHS GROUP INC, RENAISSANCE TECHNOLOGIES LLC +2 more (as of 2026-03-31)
Quarterly revenue
Last 4 quarters · from SEC filings.
Key metrics
Net margin
16.3%
Return on equity
3.6%
Return on assets
0.4%
Revenue growth (QoQ)
94.4%
Net-income growth
31.4%
Debt / equity
0.3×
Free cash flow
$212M
Tangible book value
$2.0B
Cash & investments
$2.0B
Stock comp / revenue
0.6%
Leadership & compensation
| Name | Role | Latest total comp |
|---|---|---|
| Nitin J. Mhatre............. | President and CEO | $9M FY2025 |
| Paul A. Perrault........... | President and CEO | $1M FY2025 |
| Brett Brbovic.............. | EVP and CFO | $2M FY2025 |
| Carl M. Carlson............ | CFO & Chief Strategy Officer | $568K FY2025 |
| Conn Kevin | Sr Managing Dir/Inv Relations | — |
| Gregory Lindenmuth | EVP and Chief Risk Officer | $2M FY2025 |
| Jacqueline Courtwright | Chief Human Resources Officer | $2M FY2025 |
| James Brown............... | SEVP-Head of Comm'l Banking | $3M FY2025 |
| Levante Gary R. | Chief Marketing Officer | — |
| McCurdy Michael W. | Chief Banking Officer | — |
| Meiklejohn Mark J. | Chief Credit Officer | — |
| Sean A. Gray......... | Chief Operations Officer | $3M FY2025 |
| Tulchiner Ellen | EVP,Head of Cnsmr Lndng&Pymnts | — |
| Wm. Gordon Prescott.. | General Counsel and Corp Sec | $2M FY2025 |
| Bogdan Nowak | Director | $84K FY2025 |
| David M. Brunelle | Director | $220K FY2025 |
| Eric S. Rosengren | Director | $151K FY2025 |
| Joanne B. Chang | Director | $80K FY2025 |
| John M. Pereira | Director | $80K FY2025 |
| Karyn Polito | Director | $136K FY2025 |
| Margaret Boles Fitzgerald | Director | $84K FY2025 |
| Mary Anne Callahan | Director | $144K FY2025 |
| Merrill W. Sherman | Director | $80K FY2025 |
| Mihir A. Desai | Director | $133K FY2025 |
| Nina A. Charnley | Director | $153K FY2025 |
| Sylvia Maxfield | Director | $172K FY2025 |
| Thomas J. Hollister | Director | $98K FY2025 |
| Willard I. Hill | Director | $80K FY2025 |
| William H. Hughes III | Director | $133K FY2025 |
Officers & directors from SEC filings (Form 4 + DEF 14A proxy); compensation is the latest reported fiscal year.
Insider transactions · last 6 months
| Date | Insider | Type | Shares | Price |
|---|---|---|---|---|
| 2026-06-16 | PERRAULT PAUL A | Grant | 18K | — |
| 2026-06-16 | PERRAULT PAUL A | Grant | 18K | — |
| 2026-06-16 | McCurdy Michael W. | Grant | 5.2K | — |
| 2026-06-16 | McCurdy Michael W. | Grant | 5.2K | — |
| 2026-06-16 | Meiklejohn Mark J. | Grant | 4.4K | — |
| 2026-06-16 | Meiklejohn Mark J. | Grant | 4.4K | — |
| 2026-06-16 | Levante Gary R. | Grant | 2.2K | — |
| 2026-06-16 | Levante Gary R. | Grant | 2.2K | — |
| 2026-06-16 | Rosengren Eric S | Grant | 2.5K | — |
| 2026-06-16 | Pereira John M. | Grant | 2.5K | — |
| 2026-06-16 | Chang Joanne B. | Grant | 2.5K | — |
| 2026-06-16 | Polito Karyn | Grant | 2.5K | — |
| 2026-06-16 | Fitzgerald Margaret Boles | Grant | 2.5K | — |
| 2026-06-16 | Callahan Mary Anne | Grant | 2.5K | — |
| 2026-06-16 | SHERMAN MERRILL W | Grant | 2.5K | — |
| 2026-06-16 | Desai Mihir A. | Grant | 2.5K | — |
| 2026-06-16 | Charnley Nina A | Grant | 2.5K | — |
| 2026-06-16 | Maxfield Sylvia | Grant | 2.5K | — |
| 2026-06-16 | Hill Willard I JR | Grant | 2.5K | — |
| 2026-06-16 | Hughes William H III | Grant | 2.5K | — |
| 2026-06-16 | Chang Joanne B. | Grant | 2.5K | — |
| 2026-06-16 | Gray Sean | Grant | 5.2K | — |
| 2026-06-16 | Gray Sean | Grant | 5.2K | — |
| 2026-06-16 | Hollister Thomas J | Grant | 2.5K | — |
| 2026-06-16 | NOWAK BOGDAN | Grant | 2.5K | — |
| 2026-06-16 | Carlson Carl M | Grant | 5.2K | — |
| 2026-06-16 | Carlson Carl M | Grant | 5.2K | — |
| 2026-06-16 | Brunelle David | Grant | 2.5K | — |
| 2026-02-26 | McCurdy Michael W. | Sell | 17K | $31.04 |
All non-derivative Form 4 activity (SEC), newest first.
Notable events (8-K)
| Date | Items | |
|---|---|---|
| 2026-05-15 | Shareholder vote | filing ↗ |
| 2026-05-07 | Other | filing ↗ |
| 2026-04-29 | ResultsReg FDExhibits | filing ↗ |
| 2026-01-28 | ResultsReg FDExhibits | filing ↗ |
| 2025-11-17 | Exhibits | filing ↗ |
| 2025-10-29 | ResultsReg FDExhibits | filing ↗ |
| 2025-09-10 | Auditor changeExhibits | filing ↗ |
| 2025-09-02 | Acquisition/dispositionDebt obligationDelisting noticeExec/director change5.03OtherExhibits | filing ↗ |
Recent filings
| Form | Filed | Period | Accession |
|---|---|---|---|
| 8-K | 2026-05-15 | 2026-05-13 | 0001104659-26-062720 ↗ |
| 10-Q | 2026-05-11 | 2026-03-31 | 0001628280-26-033186 ↗ |
| 8-K | 2026-05-07 | 2026-05-05 | 0001104659-26-057108 ↗ |
| 8-K | 2026-04-29 | 2026-04-29 | 0001171843-26-002833 ↗ |
| DEF 14A | 2026-04-02 | 2025-12-31 | 0001628280-26-022949 ↗ |
| 10-K | 2026-03-02 | 2025-12-31 | 0001628280-26-013247 ↗ |
| 8-K | 2026-01-28 | 2026-01-28 | 0001171843-26-000481 ↗ |
| 8-K/A | 2025-11-17 | 2025-09-01 | 0001104659-25-113179 ↗ |
| 10-Q | 2025-11-10 | 2025-09-30 | 0001108134-25-000020 ↗ |
| 8-K | 2025-10-29 | 2025-10-29 | 0001108134-25-000017 ↗ |
| 8-K | 2025-09-10 | 2025-09-08 | 0001104659-25-089092 ↗ |
| 8-K | 2025-09-02 | 2025-09-01 | 0001104659-25-086043 ↗ |