BBT Beacon Financial Corp

NEUTRAL Impact: 2/10 DEFA14A
Horizon days Filed May 4, 2026 Processed 1mo ago SEC 0001104659-26-054494
Proxy solicitation materials
Latest settled — T+20d
BBT ▲ +0.70% at T+20d
NEUTRAL call ✓ call won +0.70% · α vs SPY -4.94% · entry $28.39 → $28.59
Next anchor: T+60d in 7w
Last close $29.14 (close Jun 8) · +2.64% from $28.39 entry
Entry anchored
May 4, 2026
via day open
T+1d
+1.09%
call +1.09% · α +0.30%
$28.70
settled 5w ago
T+5d
+0.60%
call +0.60% · α -2.34%
$28.56
settled 4w ago
T+20d
+0.70%
call +0.70% · α -4.94%
$28.59
settled 8d ago
T+60d
call — · α —
in 7w

Price Chart

Loading chart...

Executive Summary

Beacon Financial Corp filed definitive additional proxy materials to defend its say-on-pay proposal (Proposal 3) ahead of the May 13, 2026 annual meeting, responding to a proxy advisory firm's 'against' recommendation. Management argues that retention payments to two executives totaling ~$2.8M are retention incentives, not single-trigger change-in-control severance, and corrects prior footnotes. The outcome of the vote is uncertain, but the filing is routine and unlikely to materially affect the stock.

Actionable Insight

Monitor the annual meeting outcome on May 13 for say-on-pay vote results. A negative vote could signal shareholder discontent but is unlikely to have a material stock impact given the advisory nature of the vote and the small dollar amounts involved.

Key Facts

  • Annual meeting date: May 13, 2026
  • Proposal 3: Advisory vote on executive compensation (say-on-pay)
  • Proxy advisory firm recommended 'against' due to characterization of retention agreements as single-trigger change-in-control severance
  • Management argues payments are retention incentives tied to continued service post-merger with Brookline Bancorp
  • Retention agreement amounts: Jacqueline Courtwright $1,446,000, Wm. Gordon Prescott $1,365,000
  • Footnotes 7 and 8 of the Summary Compensation Table are corrected to reflect retention payments, not change-in-control payments

Financial Impact

Aggregate retention payments of approximately $2.8 million, immaterial relative to $2.4B market cap

executive compensation

Risk Factors

  • Shareholders may follow the proxy advisory firm's recommendation and vote against say-on-pay, though impact is likely limited
  • No material financial or operational risks identified

Market Snapshot

Exchange
NYSE
Sector
Savings Institutions, Not Federally Chartered
Analyst Consensus
73% bullish (11 analysts)

Documents Analyzed

This report is based on 4 SEC documents filed with EDGAR.

DocumentAccession Number
DEFA14A Filing (Primary)0001104659-26-054494
Document: 0001104659-26-054494-index-headers.html0001104659-26-054494
Document: 0001104659-26-054494-index.html0001104659-26-054494
Document: 0001104659-26-054494.txt0001104659-26-054494
2 reports for BBT
Performance horizon
Filters
Rows
Reports for BBT — sortable, filterable
Type Now
May 4, 2026
5w ago
DEFA14A
NEUTRAL ★ 2/10
$28.39 $28.59▲ +0.70%▼ −4.94%$29.14 (+2.64%)
Apr 2, 2026
9w ago
DEFA14A
NEUTRAL ★ 2/10
$30.25 $28.53▼ −5.69%▼ −15.56%$29.14 (−3.67%)
Showing 2 of 2

US Market Status

Market Closed — Opens in 8h 12m

Subscribe to SecBot

Get Real-Time SEC Filing Intelligence

Comprehensive SEC filing analysis delivered the moment filings hit EDGAR. Sentiment scoring, impact analysis, and actionable insights for every material event.

Try SecBot Free Coming soon: SecBot Pro with alerts, watchlists, and API access