Beacon Financial Corporation
Ownership
Ownership Structure
Who owns Beacon Financial Corporation (BBT)? This page shows the largest institutions and funds, the ownership structure and the latest insider transactions. 98.5% of the shares are freely tradable; institutional investors hold 94.4%.
Largest Shareholders
Institutions
| Name | Stake (%) | Shares | Change (%) | Date |
|---|---|---|---|---|
| BlackRock Inc | 14.75 | 12,366,226 | +1.5 | 06/30/2026 |
| Vanguard Portfolio Management, LLC | 6.22 | 5,212,012 | +1.5 | 06/30/2026 |
| Millennium Management LLC | 6.16 | 5,165,656 | +1.1 | 06/30/2026 |
| State Street Corp | 6.12 | 5,129,035 | +7.9 | 06/30/2026 |
| Dimensional Fund Advisors, Inc. | 5.91 | 4,955,978 | +2.9 | 06/30/2026 |
| Fuller & Thaler Asset Management Inc | 4.70 | 3,936,942 | -17.5 | 06/30/2026 |
| Vanguard Capital Management, LLC | 4.49 | 3,761,172 | -0.1 | 06/30/2026 |
Funds
| Name | Stake (%) | Shares | Change (%) | Date |
|---|---|---|---|---|
| iShares Core S&P Small-Cap ETF | 5.99 | 5,017,553 | +0.0 | 09/30/2026 |
| Undiscovered Managers Behavioral Val L | 3.68 | 3,083,042 | -2.2 | 08/31/2026 |
| Vanguard MStar Total Stk Mkt Idx Invest | 3.19 | 2,675,668 | +0.4 | 09/30/2026 |
Largest reported positions according to regulatory filings; stake as a percentage of shares outstanding, change versus the previous filing. Source: fundamentals data.
Insider holdings
| Person | Role | Shares | Value | As of | Type |
|---|---|---|---|---|---|
| Perrault Paul A | President and CEO | 254,316 | 7,960,091 $ | Sep 1, 2026 | direct |
| Gray Sean | Chief Operations Officer | 142,987 | 4,475,493 $ | Oct 26, 2026 | direct |
| Carlson Carl M | CFO & Chief Strategy Officer | 84,732 | 2,652,112 $ | Sep 1, 2026 | direct |
| Meiklejohn Mark J. | Chief Credit Officer | 56,639 | 1,772,801 $ | Sep 1, 2026 | direct |
| McCurdy Michael W. | Chief Banking Officer | 34,575 | 1,082,198 $ | Sep 1, 2026 | direct |
| Hollister Thomas J | Director | 28,876 | 903,819 $ | Oct 26, 2026 | direct |
| Sherman Merrill W | Director | 23,421 | 733,077 $ | Aug 19, 2026 | indirect |
| Callahan Mary Anne | Director | 20,574 | 643,966 $ | Oct 28, 2026 | indirect |
| Fitzgerald Margaret Boles | Director | 18,909 | 591,852 $ | Oct 27, 2026 | direct |
| Hughes William H III | Director | 17,048 | 533,602 $ | Oct 29, 2026 | direct |
| Levante Gary R. | Chief Marketing Officer | 10,721 | 335,567 $ | Sep 1, 2026 | direct |
| Rosengren Eric S | Director | 8,131 | 254,500 $ | Oct 28, 2026 | direct |
| Eagan John Buckley | General Counsel | 7,053 | 220,759 $ | Oct 26, 2026 | direct |
| Polito Karyn | Director | 1,000 | 31,300 $ | Oct 26, 2026 | indirect |
| Charnley Nina A | Director | 350 | 10,955 $ | Oct 30, 2026 | indirect |
Holdings as of each person's most recent SEC Form 4 filing — excluding options and RSUs, which are not shares yet. Holdings may have changed between two filings.
Insiders
Insider Transactions
| Date | Person | Role | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Oct 30, 2026 | Charnley Nina A | Director | Buy | 350 | 30.57 | 10,700 |
| Oct 29, 2026 | Hughes William H III | Director | Buy | 200 | 30.73 | 6,146 |
| Oct 28, 2026 | Callahan Mary Anne | Director | Buy | 3,200 | 30.21 | 96,672 |
| Oct 28, 2026 | Rosengren Eric S | Director | Buy | 700 | 30.24 | 21,168 |
| Oct 27, 2026 | Fitzgerald Margaret Boles | Director | Buy | 329 | 30.77 | 10,123 |
| Oct 26, 2026 | Polito Karyn | Director | Buy | 1,000 | 30.68 | 30,680 |
| Oct 26, 2026 | Gray Sean | Chief Operations Officer | Other | 8,912 | 0.00 | – |
| Oct 26, 2026 | Eagan John Buckley | General Counsel | Sell | 641 | 30.61 | 19,621 |
| Oct 26, 2026 | Hollister Thomas J | Director | Buy | 3,450 | 30.43 | 104,984 |
| Sep 1, 2026 | McCurdy Michael W. | Chief Banking Officer | Other | 1,314 | 30.39 | 39,932 |
| Sep 1, 2026 | Meiklejohn Mark J. | Chief Credit Officer | Other | 963 | 30.39 | 29,266 |
| Sep 1, 2026 | Perrault Paul A | President and CEO | Other | 4,333 | 30.39 | 131,680 |
| Sep 1, 2026 | Carlson Carl M | CFO & Chief Strategy Officer | Other | 1,314 | 30.39 | 39,932 |
| Sep 1, 2026 | Eagan John Buckley | General Counsel | Other | 267 | 30.39 | 8,114 |
| Sep 1, 2026 | Levante Gary R. | Chief Marketing Officer | Other | 101 | 30.39 | 3,069 |
| Aug 19, 2026 | Sherman Merrill W | Director | Other | 23,421 | 0.00 | – |
Reportable transactions by officers and major shareholders from SEC Form 4 filings. "Other" includes things like stock grants and option exercises without a buy/sell character. View all insider transactions →
Data as of: November 4, 2026 · Source: fundamental data & SEC filings (annual and quarterly reports, 10-K/10-Q)
Note: pure fact-based analysis, not investment advice and not a solicitation to buy or sell. All figures without guarantee.