Beacon Financial Corp insider trading
Every open-market purchase and sale by Beacon Financial Corp's officers, directors and largest shareholders since November 4, 2021, and what the share price did next.
| Date | Insider | Trade | Shares | Price | Value | 1M after | 3M after | 6M after |
|---|
Does following Beacon Financial Corp’s insiders pay?
From February 4, 2010 to October 30, 2026, 47 insiders reported 86 open-market purchases and 58 sales not made under a pre-set plan in Beacon Financial Corp. Twelve months after each purchase was reported, the shares were +4.8% against the S&P 500 on average (median +3.6%), over 76 purchases with a full year of prices; 57% beat the index. After sales, the shares moved −4.7% against the index over 12 months (a negative figure means selling was the right call). Buying each purchase the day after it was reported, an equal amount each, held 12 months or until that insider reported a sale, would have turned $10,000 on February 5, 2010 into $31,030 by November 2, 2026, +7.0% a year. It held shares 97% of the time; the S&P 500 on those same days, with Treasury bills otherwise, made $79,501 (+13.2% a year), and held throughout $95,271 (+14.4%).
| Insider | Role | Purchases | 12 months after their purchases | Beat the S&P 500 | Sales | 12 months after their sales | Latest report |
|---|---|---|---|---|---|---|---|
| Mhatre Nitin J. | President and CEO | 16 | +1.4% (16) | 63% | 0 | — | April 26, 2024 |
| Davies John B | Director | 14 | +14.8% (14) | 50% | 0 | — | September 14, 2020 |
| Dunlaevy James Williar | Director | 0 | — | — | 8 | −3.0% (8) | December 1, 2017 |
| Miller Catherine B | Director | 0 | — | — | 7 | −6.4% (7) | November 20, 2012 |
| Sheehan Patrick J | Director | 2 | −24.7% (2) | 0% | 5 | −33.7% (5) | March 19, 2019 |
| Zaitzeff Michael | Director | 0 | — | — | 7 | +6.8% (7) | February 22, 2024 |
| Mahoney Cornelius D | Director | 1 | +93.3% (1) | 100% | 5 | −5.6% (5) | December 11, 2020 |
| Bossidy Paul T | Director | 5 | −9.9% (5) | 20% | 0 | — | May 1, 2018 |
| Callahan Mary Anne | Director | 5 | +16.4% (3) | 100% | 0 | — | October 29, 2026 |
| Murphy Richard L. | Director | 5 | +4.5% (5) | 80% | 0 | — | February 13, 2018 |
| Riley Kevin P | EVP, CFO and Treasuer | 5 | −4.2% (5) | 20% | 0 | — | February 6, 2012 |
| Carroll Michael D. | Executive Vice President | 0 | — | — | 4 | −11.9% (4) | June 12, 2018 |
| Daly Michael P | President and CEO | 1 | +14.8% (1) | 100% | 3 | +5.8% (3) | September 1, 2017 |
| Burton Thomas | Director | 0 | — | — | 3 | −11.1% (3) | December 12, 2016 |
| Conn Kevin | Sr Managing Dir/Inv Relations | 3 | −2.0% (3) | 67% | 0 | — | May 16, 2023 |
| Johnston Linda | EVP and Chief HR Officer | 0 | — | — | 3 | +7.0% (3) | December 15, 2014 |
| Templeton D Jeffrey | Director | 1 | +14.8% (1) | 100% | 2 | +10.7% (2) | December 11, 2020 |
| Basu Subhadeep | SEVP and CFO | 2 | +0.8% (2) | 50% | 0 | — | May 27, 2021 |
| Brouillard Rheo A | Director | 0 | — | — | 2 | −45.3% (2) | May 28, 2021 |
| Brunelle David | Director | 2 | +13.5% (2) | 50% | 0 | — | September 21, 2021 |
| Hill Susan M | Director | 2 | +10.9% (2) | 100% | 0 | — | July 28, 2014 |
| Hollister Thomas J | Director | 2 | — | — | 0 | — | October 26, 2026 |
| Marotta Richard M | President and CEO | 1 | −8.5% (1) | 0% | 1 | +11.1% (1) | December 20, 2018 |
| Prescott Wm Gordon | SEVP and General Counsel | 2 | −17.1% (2) | 0% | 0 | — | February 15, 2019 |
| Ryan William J | Director | 2 | −5.8% (2) | 50% | 0 | — | December 15, 2017 |
| Tulchiner Ellen | EVP,Head of Cnsmr Lndng&Pymnts | 0 | — | — | 2 | +4.8% (2) | February 14, 2025 |
| Adofo-Wilson Baye | Director | 0 | — | — | 1 | +9.9% (1) | March 8, 2024 |
| Altmeyer John W | Director | 1 | +14.8% (1) | 100% | 0 | — | July 28, 2014 |
| Bossidy Lawrence A | Director | 1 | +8.1% (1) | 100% | 0 | — | February 9, 2010 |
| Carlson Carl M | CFO & Chief Strategy Officer | 1 | — | — | 0 | — | November 5, 2025 |
| Charnley Nina A | Director | 1 | — | — | 0 | — | October 30, 2026 |
| Curley Robert M. | Director | 1 | −1.1% (1) | 0% | 0 | — | June 15, 2010 |
| Dimock Rodney C | Director | 1 | +3.0% (1) | 100% | 0 | — | March 12, 2010 |
| Eagan John Buckley | General Counsel | 0 | — | — | 1 | — | October 26, 2026 |
| Farrell David B | Director | 1 | +10.8% (1) | 100% | 0 | — | February 5, 2010 |
| Fitzgerald Margaret Boles | Director | 1 | — | — | 0 | — | October 28, 2026 |
| Hill Willard I Jr | Director | 0 | — | — | 1 | +11.7% (1) | September 16, 2025 |
| Hughes William H III | Director | 1 | — | — | 0 | — | November 3, 2025 |
| Kip Jeffrey W | Director | 1 | +11.0% (1) | 100% | 0 | — | February 2, 2022 |
| Mccurdy Michael W. | Chief Banking Officer | 0 | — | — | 1 | — | February 26, 2026 |
When several insiders traded Beacon Financial Corp
Months when 2 or more insiders became net buyers, or 3 or more net sellers, of Beacon Financial Corp in reports dated in the 91 days before the month end, and how the stock did against the S&P 500 from that month end. After the 13 buying crowds with six months of prices, it averaged +1.1% against the index. After 3 selling crowds, −1.4%. One company's history is too short to judge by; the test across every company is the better guide.
| Month | Crowd | 3 months on, vs S&P 500 | 6 months | 12 months |
|---|---|---|---|---|
| November 28, 2025 | 4 buying | +18.0% | +4.6% | not yet |
| March 28, 2024 | 3 selling | −4.1% | +7.7% | +8.4% |
| September 29, 2023 | 2 buying | +13.2% | −10.3% | −0.4% |
| May 31, 2023 | 2 buying | −5.3% | −4.8% | −16.6% |
| February 28, 2022 | 2 buying | −10.7% | −1.2% | +3.8% |
| September 30, 2021 | 2 buying | −5.3% | +2.3% | +18.4% |
| May 28, 2021 | 3 buying | −14.8% | −8.3% | −3.6% |
| May 29, 2020 | 2 buying | −26.9% | +48.5% | +128.3% |
| December 31, 2018 | 5 buying | −11.1% | −6.1% | −5.5% |
| February 28, 2018 | 4 buying | +7.9% | +7.5% | −16.8% |
| July 31, 2017 | 2 buying | +2.0% | −12.8% | −4.3% |
| December 30, 2016 | 3 selling | −9.0% | −9.7% | −20.4% |