CARLSON CARL M

PrivateCIK: 1604780
Location

BOSTON, MA

CARLSON CARL M enters BEACON FINANCIAL CORP with 65.81K shares — 100% direct ownership

Full direct ownership at entry is the strongest form of insider alignment with shareholders.

Direct
InsiderCARLSON CARL MCIK 1604780
IssuerBEACON FINANCIAL CORPCIK 1108134
Officer· CFO & Chief Strategy Officer
Since Sep 2025
65.81K
Baseline shares
100% direct
65.81K
Direct ownership
1 position
0.00
Derivative underlying
0 instruments
1
Security positions
All direct
Non-Derivative Holdings1

Common Stock

Direct
Shares owned65.81K
Total
65.81K direct65.81K
Derivative Holdings0
No derivative holdings reported
CARLSON CARL M — Initial Ownership Disclosure (Form 3) Filed Sep 5, 2025 | Finecho