Tapewire

Nasdaq · USD

EBC

Eastern Bankshares, Inc.

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Tapewire entity
448
SEC CIK
0001810546
Parsed reports
259

Last 12 months

Inside the activity.

2 purchase rows · 17 sale rows

Disclosed non-derivative P/S rows, by transaction month. Includes amendments and private transactions.
Monthly counts
MonthPurchasesSales
Nov 202501
Dec 202502
Jan 202601
Feb 202601
Mar 202620
Apr 202600
May 202600
Jun 202601
Jul 202601
Aug 202605
Sep 202605
Oct 202600

Latest available

Insider transactions

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Purchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”

The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.

Transaction dateOwner / reported roleActivity / securityShares / unitsReported priceReported valueDetails
March 11, 2025 Filed Mar 13, 2025 18:47 UTC
Rosato R DavidChief Financial Officer
PurchaseCommon Stock 10,000 $15.40 $154,000.00
Disclosure

SEC source: 0000950170-25-038592 · ownership.xml · nonDerivative · entry 1

Rosato R David · CIK 0001605452 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Indirect · By Spouse in Trust

Disclosed balance after: 20,000

Read SEC document
March 03, 2025 Filed Mar 5, 2025 23:18 UTC GrantRestricted Stock Units · Derivative 33,163 $0.00 $0.00
Disclosure

SEC source: 0000950170-25-033944 · ownership.xml · derivative · entry 10

Antonakes Steven Louis · CIK 0001825588 · Executive VP

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 33,163

Underlying: Common stock · 33,163 shares

Expires not disclosed

F3 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of EBC common stock on the applicable vesting date.

F7 · derivative.exercise_date: On March 3, 2025, the reporting person was granted 33,163 restricted stock units of which 4,963 vest in three equal annual installments beginning March 1, 2026 and 28,200 vest after 3 years, subject to continued service. Vested shares will be issued to the reporting person as soon as practicable after the vesting date.

F7 · derivative.expiration_date: On March 3, 2025, the reporting person was granted 33,163 restricted stock units of which 4,963 vest in three equal annual installments beginning March 1, 2026 and 28,200 vest after 3 years, subject to continued service. Vested shares will be issued to the reporting person as soon as practicable after the vesting date.

Read SEC document
March 03, 2025 Filed Mar 5, 2025 23:18 UTC Exercise / conversionRestricted Stock Units · Derivative 1,812 $0.00 $0.00
Disclosure

SEC source: 0000950170-25-033944 · ownership.xml · derivative · entry 9

Antonakes Steven Louis · CIK 0001825588 · Executive VP

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 3,627

Underlying: Common stock · 1,812 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · derivative.exercise_price: Restricted stock units convert into common stock on a one-for-one basis.

F6 · derivative.exercise_date: On March 1, 2024, the reporting person was granted 5,439 restricted stock units that vest in three equal annual installments beginning March 1, 2025, subject to continued service. Vested shares will be issued to the reporting person as soon as practicable after the vesting date.

F6 · derivative.expiration_date: On March 1, 2024, the reporting person was granted 5,439 restricted stock units that vest in three equal annual installments beginning March 1, 2025, subject to continued service. Vested shares will be issued to the reporting person as soon as practicable after the vesting date.

Read SEC document
March 03, 2025 Filed Mar 5, 2025 23:18 UTC Exercise / conversionRestricted Stock Units · Derivative 1,486 $0.00 $0.00
Disclosure

SEC source: 0000950170-25-033944 · ownership.xml · derivative · entry 8

Antonakes Steven Louis · CIK 0001825588 · Executive VP

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,487

Underlying: Common stock · 1,486 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · derivative.exercise_price: Restricted stock units convert into common stock on a one-for-one basis.

F5 · derivative.exercise_date: On March 1, 2023, the reporting person was granted 4,458 restricted stock units that vest in three equal annual installments beginning March 1, 2024, subject to continued service. Vested shares will be issued to the reporting person as soon as practicable after the vesting date.

F5 · derivative.expiration_date: On March 1, 2023, the reporting person was granted 4,458 restricted stock units that vest in three equal annual installments beginning March 1, 2024, subject to continued service. Vested shares will be issued to the reporting person as soon as practicable after the vesting date.

Read SEC document
March 03, 2025 Filed Mar 5, 2025 23:18 UTC Exercise / conversionRestricted Stock Units · Derivative 9,488 $0.00 $0.00
Disclosure

SEC source: 0000950170-25-033944 · ownership.xml · derivative · entry 7

Antonakes Steven Louis · CIK 0001825588 · Executive VP

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 18,976

Underlying: Common stock · 9,488 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · derivative.exercise_price: Restricted stock units convert into common stock on a one-for-one basis.

F4 · derivative.exercise_date: On March 1, 2022, the reporting person was granted 47,438 restricted stock units that vest in five equal annual installments beginning March 1, 2023, subject to continued service. Vested shares will be issued to the reporting person as soon as practicable after the vesting date.

F4 · derivative.expiration_date: On March 1, 2022, the reporting person was granted 47,438 restricted stock units that vest in five equal annual installments beginning March 1, 2023, subject to continued service. Vested shares will be issued to the reporting person as soon as practicable after the vesting date.

Read SEC document
March 03, 2025 Filed Mar 5, 2025 23:18 UTC Tax withholdingCommon Stock 10,645 $17.73 $188,735.85
Disclosure

SEC source: 0000950170-25-033944 · ownership.xml · nonDerivative · entry 4

Antonakes Steven Louis · CIK 0001825588 · Executive VP

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 61,418

Read SEC document
March 03, 2025 Filed Mar 5, 2025 23:18 UTC GrantCommon Stock 35,578 $0.00 $0.00
Disclosure

SEC source: 0000950170-25-033944 · ownership.xml · nonDerivative · entry 3

Antonakes Steven Louis · CIK 0001825588 · Executive VP

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 72,063

F8 · shares: Represents shares of Eastern Bankshares, Inc. (the "Company") common stock, par value $0.01 per share ("Common Stock") received upon vesting of a performance restricted stock unit ("PRSU") award eligible to vest based upon both (i) the Company's performance measured at the end of the three-year performance period of January 1, 2022 through December 31, 2024 (the "Performance Period") relative to the KBW Nasdaq Regional Banking Index with respect to growth in earnings per share ("EPS Measure"), and (ii) the Company's performance measured at the end of the Performance Period relative to the KBW Nasdaq Regional Banking Index with respect to total shareholder return ("TSR Measure").

F9 · shares: (Continued from footnote 8) Based on the Company's three year performance on the TSR Measure and EPS Measure respectively, as measured at the end of the Performance Period, the Compensation Committee determined that (i) performance under the TSR Measure did not meet the minimum threshold, resulting in no award of shares for this metric, and (ii) performance under the EPS Measure met the maximum payout threshold of 150% of target.

Read SEC document
March 03, 2025 Filed Mar 5, 2025 23:18 UTC Tax withholdingCommon Stock 3,754 $17.73 $66,558.42
Disclosure

SEC source: 0000950170-25-033944 · ownership.xml · nonDerivative · entry 2

Antonakes Steven Louis · CIK 0001825588 · Executive VP

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 36,485

Read SEC document
March 03, 2025 Filed Mar 5, 2025 23:18 UTC Exercise / conversionCommon Stock 12,786 $0.00 $0.00
Disclosure

SEC source: 0000950170-25-033944 · ownership.xml · nonDerivative · entry 1

Antonakes Steven Louis · CIK 0001825588 · Executive VP

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 40,239

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · shares: Restricted stock units convert into common stock on a one-for-one basis.

Read SEC document
March 03, 2025 Filed Mar 5, 2025 18:24 UTC
Henry Kathleen ClohertyExecutive VP, General Counsel
GrantRestricted Stock Units · Derivative 34,697 $0.00 $0.00
Disclosure

SEC source: 0000950170-25-033958 · ownership.xml · derivative · entry 10

Henry Kathleen Cloherty · CIK 0001825659 · Executive VP, General Counsel

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 34,697

Underlying: Common stock · 34,697 shares

Expires not disclosed

F3 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of EBC common stock on the applicable vesting date.

F7 · derivative.exercise_date: On March 3, 2025, the reporting person was granted 34,697 restricted stock units of which 6,497 vest in three equal annual installments beginning March 1, 2026 and 28,200 vest after 3 years, subject to continued service. Vested shares will be issued to the reporting person as soon as practicable after the vesting date.

F7 · derivative.expiration_date: On March 3, 2025, the reporting person was granted 34,697 restricted stock units of which 6,497 vest in three equal annual installments beginning March 1, 2026 and 28,200 vest after 3 years, subject to continued service. Vested shares will be issued to the reporting person as soon as practicable after the vesting date.

Read SEC document
March 03, 2025 Filed Mar 5, 2025 18:24 UTC
Henry Kathleen ClohertyExecutive VP, General Counsel
Exercise / conversionRestricted Stock Units · Derivative 5,495 $0.00 $0.00
Disclosure

SEC source: 0000950170-25-033958 · ownership.xml · derivative · entry 9

Henry Kathleen Cloherty · CIK 0001825659 · Executive VP, General Counsel

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 10,994

Underlying: Common stock · 5,495 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · derivative.exercise_price: Restricted stock units convert into common stock on a one-for-one basis.

F6 · derivative.exercise_date: On March 1, 2024, the reporting person was granted 16,490 restricted stock units that vest in three equal annual installments beginning March 1, 2025, subject to continued service. Vested shares will be issued to the reporting person as soon as practicable after the vesting date.

F6 · derivative.expiration_date: On March 1, 2024, the reporting person was granted 16,490 restricted stock units that vest in three equal annual installments beginning March 1, 2025, subject to continued service. Vested shares will be issued to the reporting person as soon as practicable after the vesting date.

Read SEC document
March 03, 2025 Filed Mar 5, 2025 18:24 UTC
Henry Kathleen ClohertyExecutive VP, General Counsel
Exercise / conversionRestricted Stock Units · Derivative 1,977 $0.00 $0.00
Disclosure

SEC source: 0000950170-25-033958 · ownership.xml · derivative · entry 8

Henry Kathleen Cloherty · CIK 0001825659 · Executive VP, General Counsel

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,977

Underlying: Common stock · 1,977 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · derivative.exercise_price: Restricted stock units convert into common stock on a one-for-one basis.

F5 · derivative.exercise_date: On March 1, 2023, the reporting person was granted 5,930 restricted stock units that vest in three equal annual installments beginning March 1, 2024, subject to continued service. Vested shares will be issued to the reporting person as soon as practicable after the vesting date.

F5 · derivative.expiration_date: On March 1, 2023, the reporting person was granted 5,930 restricted stock units that vest in three equal annual installments beginning March 1, 2024, subject to continued service. Vested shares will be issued to the reporting person as soon as practicable after the vesting date.

Read SEC document
March 03, 2025 Filed Mar 5, 2025 18:24 UTC
Henry Kathleen ClohertyExecutive VP, General Counsel
Exercise / conversionRestricted Stock Units · Derivative 9,488 $0.00 $0.00
Disclosure

SEC source: 0000950170-25-033958 · ownership.xml · derivative · entry 7

Henry Kathleen Cloherty · CIK 0001825659 · Executive VP, General Counsel

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 18,976

Underlying: Common stock · 9,488 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · derivative.exercise_price: Restricted stock units convert into common stock on a one-for-one basis.

F4 · derivative.exercise_date: On March 1, 2022, the reporting person was granted 47,438 restricted stock units that vest in five equal annual installments beginning March 1, 2023, subject to continued service. Vested shares will be issued to the reporting person as soon as practicable after the vesting date.

F4 · derivative.expiration_date: On March 1, 2022, the reporting person was granted 47,438 restricted stock units that vest in five equal annual installments beginning March 1, 2023, subject to continued service. Vested shares will be issued to the reporting person as soon as practicable after the vesting date.

Read SEC document
March 03, 2025 Filed Mar 5, 2025 18:24 UTC
Henry Kathleen ClohertyExecutive VP, General Counsel
Tax withholdingCommon Stock 15,924 $17.73 $282,332.52
Disclosure

SEC source: 0000950170-25-033958 · ownership.xml · nonDerivative · entry 4

Henry Kathleen Cloherty · CIK 0001825659 · Executive VP, General Counsel

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 43,574

Read SEC document
March 03, 2025 Filed Mar 5, 2025 18:24 UTC
Henry Kathleen ClohertyExecutive VP, General Counsel
GrantCommon Stock 35,578 $0.00 $0.00
Disclosure

SEC source: 0000950170-25-033958 · ownership.xml · nonDerivative · entry 3

Henry Kathleen Cloherty · CIK 0001825659 · Executive VP, General Counsel

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 59,498

F8 · shares: Represents shares of Eastern Bankshares, Inc. (the "Company") common stock, par value $0.01 per share ("Common Stock") received upon vesting of a performance restricted stock unit ("PRSU") award eligible to vest based upon both (i) the Company's performance measured at the end of the three-year performance period of January 1, 2022 through December 31, 2024 (the "Performance Period") relative to the KBW Nasdaq Regional Banking Index with respect to growth in earnings per share ("EPS Measure"), and (ii) the Company's performance measured at the end of the Performance Period relative to the KBW Nasdaq Regional Banking Index with respect to total shareholder return ("TSR Measure"). Based on the Company's three year performance on the TSR Measure and EPS Measure respectively, as measured at the end of the Performance Period, the Compensation Committee determined that (i) performance under the TSR Measure did not meet the minimum threshold,

F9 · shares: (Continued from footnote 8) resulting in no award of shares for this metric, and (ii) performance under the EPS Measure met the maximum payout threshold of 150% of target.

Read SEC document
March 03, 2025 Filed Mar 5, 2025 18:24 UTC
Henry Kathleen ClohertyExecutive VP, General Counsel
Tax withholdingCommon Stock 7,523 $17.73 $133,382.79
Disclosure

SEC source: 0000950170-25-033958 · ownership.xml · nonDerivative · entry 2

Henry Kathleen Cloherty · CIK 0001825659 · Executive VP, General Counsel

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 23,920

Read SEC document
March 03, 2025 Filed Mar 5, 2025 18:24 UTC
Henry Kathleen ClohertyExecutive VP, General Counsel
Exercise / conversionCommon Stock 16,960 $0.00 $0.00
Disclosure

SEC source: 0000950170-25-033958 · ownership.xml · nonDerivative · entry 1

Henry Kathleen Cloherty · CIK 0001825659 · Executive VP, General Counsel

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 31,443

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · shares: Restricted stock units convert into common stock on a one-for-one basis.

Read SEC document
March 03, 2025 Filed Mar 5, 2025 23:27 UTC
Ahlquist David AndrewSVP, Chief Accounting Officer
GrantRestricted Stock Units · Derivative 4,903 $0.00 $0.00
Disclosure

SEC source: 0000950170-25-033965 · ownership.xml · derivative · entry 8

Ahlquist David Andrew · CIK 0001825434 · SVP, Chief Accounting Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 4,903

Underlying: Common stock · 4,903 shares

Expires not disclosed

F4 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of EBC common stock on the applicable vesting date.

F8 · derivative.exercise_date: On March 3, 2025, the reporting person was granted 4,903 restricted stock units that vest in three equal annual installments beginning March 1, 2026, subject to continued service. Vested shares will be issued to the reporting person as soon as practicable after the vesting date.

F8 · derivative.expiration_date: On March 3, 2025, the reporting person was granted 4,903 restricted stock units that vest in three equal annual installments beginning March 1, 2026, subject to continued service. Vested shares will be issued to the reporting person as soon as practicable after the vesting date.

Read SEC document
March 03, 2025 Filed Mar 5, 2025 23:27 UTC
Ahlquist David AndrewSVP, Chief Accounting Officer
Exercise / conversionRestricted Stock Units · Derivative 2,195 $0.00 $0.00
Disclosure

SEC source: 0000950170-25-033965 · ownership.xml · derivative · entry 7

Ahlquist David Andrew · CIK 0001825434 · SVP, Chief Accounting Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 4,393

Underlying: Common stock · 2,195 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · derivative.exercise_price: Restricted stock units convert into common stock on a one-for-one basis.

F7 · derivative.exercise_date: On March 1, 2024, the reporting person was granted 6,588 restricted stock units that vest in three equal annual installments beginning March 1, 2025, subject to continued service. Vested shares will be issued to the reporting person as soon as practicable after the vesting date.

F7 · derivative.expiration_date: On March 1, 2024, the reporting person was granted 6,588 restricted stock units that vest in three equal annual installments beginning March 1, 2025, subject to continued service. Vested shares will be issued to the reporting person as soon as practicable after the vesting date.

Read SEC document
March 03, 2025 Filed Mar 5, 2025 23:27 UTC
Ahlquist David AndrewSVP, Chief Accounting Officer
Exercise / conversionRestricted Stock Units · Derivative 1,456 $0.00 $0.00
Disclosure

SEC source: 0000950170-25-033965 · ownership.xml · derivative · entry 6

Ahlquist David Andrew · CIK 0001825434 · SVP, Chief Accounting Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,457

Underlying: Common stock · 1,456 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · derivative.exercise_price: Restricted stock units convert into common stock on a one-for-one basis.

F6 · derivative.exercise_date: On March 1, 2023, the reporting person was granted 4,368 restricted stock units that vest in three equal annual installments beginning March 1, 2024, subject to continued service. Vested shares will be issued to the reporting person as soon as practicable after the vesting date.

F6 · derivative.expiration_date: On March 1, 2023, the reporting person was granted 4,368 restricted stock units that vest in three equal annual installments beginning March 1, 2024, subject to continued service. Vested shares will be issued to the reporting person as soon as practicable after the vesting date.

Read SEC document
March 03, 2025 Filed Mar 5, 2025 23:27 UTC
Ahlquist David AndrewSVP, Chief Accounting Officer
Exercise / conversionRestricted Stock Units · Derivative 3,130 $0.00 $0.00
Disclosure

SEC source: 0000950170-25-033965 · ownership.xml · derivative · entry 5

Ahlquist David Andrew · CIK 0001825434 · SVP, Chief Accounting Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common stock · 3,130 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · derivative.exercise_price: Restricted stock units convert into common stock on a one-for-one basis.

F5 · derivative.exercise_date: On March 1, 2022, the reporting person was granted 9,389 restricted stock units that vested in three equal annual installments beginning March 1, 2023.

F5 · derivative.expiration_date: On March 1, 2022, the reporting person was granted 9,389 restricted stock units that vested in three equal annual installments beginning March 1, 2023.

Read SEC document
March 03, 2025 Filed Mar 5, 2025 23:27 UTC
Ahlquist David AndrewSVP, Chief Accounting Officer
Tax withholdingCommon Stock 2,302 $17.73 $40,814.46
Disclosure

SEC source: 0000950170-25-033965 · ownership.xml · nonDerivative · entry 2

Ahlquist David Andrew · CIK 0001825434 · SVP, Chief Accounting Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 19,518

F2 · ownership.direct: Includes 10,000 shares held in joint tenancy with spouse.

Read SEC document
March 03, 2025 Filed Mar 5, 2025 23:27 UTC
Ahlquist David AndrewSVP, Chief Accounting Officer
Exercise / conversionCommon Stock 6,781 $0.00 $0.00
Disclosure

SEC source: 0000950170-25-033965 · ownership.xml · nonDerivative · entry 1

Ahlquist David Andrew · CIK 0001825434 · SVP, Chief Accounting Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 21,820

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · shares: Restricted stock units convert into common stock on a one-for-one basis.

Read SEC document
March 03, 2025 Filed Mar 5, 2025 23:26 UTC
Rivers Robert FrancisDirector · Executive Chair
GrantRestricted Stock Units · Derivative 33,671 $0.00 $0.00
Disclosure

SEC source: 0000950170-25-033964 · ownership.xml · derivative · entry 9

Rivers Robert Francis · CIK 0001825654 · Director · Executive Chair

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 33,671

Underlying: Common stock · 33,671 shares

Expires not disclosed

F4 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of EBC common stock on the applicable vesting date.

F8 · derivative.exercise_date: On March 3, 2025, the reporting person was granted 33,671 restricted stock units that vest in three equal annual installments beginning March 1, 2026, subject to continued service. Vested shares will be issued to the reporting person as soon as practicable after the vesting date.

F8 · derivative.expiration_date: On March 3, 2025, the reporting person was granted 33,671 restricted stock units that vest in three equal annual installments beginning March 1, 2026, subject to continued service. Vested shares will be issued to the reporting person as soon as practicable after the vesting date.

Read SEC document
March 03, 2025 Filed Mar 5, 2025 23:26 UTC
Rivers Robert FrancisDirector · Executive Chair
Exercise / conversionRestricted Stock Units · Derivative 15,534 $0.00 $0.00
Disclosure

SEC source: 0000950170-25-033964 · ownership.xml · derivative · entry 8

Rivers Robert Francis · CIK 0001825654 · Director · Executive Chair

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 31,070

Underlying: Common stock · 15,534 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · derivative.exercise_price: Restricted stock units convert into common stock on a one-for-one basis. Reflects the amount of shares beneficially owned, including shares received due to automatic dividend reinvestment, as of the date of this report.

F7 · derivative.exercise_date: On March 1, 2024, the reporting person was granted 46,604 restricted stock units that vest in three equal annual installments beginning March 1, 2025, subject to continued service. Vested shares will be issued to the reporting person as soon as practicable after the vesting date.

F7 · derivative.expiration_date: On March 1, 2024, the reporting person was granted 46,604 restricted stock units that vest in three equal annual installments beginning March 1, 2025, subject to continued service. Vested shares will be issued to the reporting person as soon as practicable after the vesting date.

Read SEC document
March 03, 2025 Filed Mar 5, 2025 23:26 UTC
Rivers Robert FrancisDirector · Executive Chair
Exercise / conversionRestricted Stock Units · Derivative 10,610 $0.00 $0.00
Disclosure

SEC source: 0000950170-25-033964 · ownership.xml · derivative · entry 7

Rivers Robert Francis · CIK 0001825654 · Director · Executive Chair

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 10,610

Underlying: Common stock · 10,610 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · derivative.exercise_price: Restricted stock units convert into common stock on a one-for-one basis. Reflects the amount of shares beneficially owned, including shares received due to automatic dividend reinvestment, as of the date of this report.

F6 · derivative.exercise_date: On March 1, 2023, the reporting person was granted 31,829 restricted stock units that vest in three equal annual installments beginning March 1, 2024, subject to continued service. Vested shares will be issued to the reporting person as soon as practicable after the vesting date.

F6 · derivative.expiration_date: On March 1, 2023, the reporting person was granted 31,829 restricted stock units that vest in three equal annual installments beginning March 1, 2024, subject to continued service. Vested shares will be issued to the reporting person as soon as practicable after the vesting date.

Read SEC document
March 03, 2025 Filed Mar 5, 2025 23:26 UTC
Rivers Robert FrancisDirector · Executive Chair
Exercise / conversionRestricted Stock Units · Derivative 21,347 $0.00 $0.00
Disclosure

SEC source: 0000950170-25-033964 · ownership.xml · derivative · entry 6

Rivers Robert Francis · CIK 0001825654 · Director · Executive Chair

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 42,695

Underlying: Common stock · 21,347 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · derivative.exercise_price: Restricted stock units convert into common stock on a one-for-one basis. Reflects the amount of shares beneficially owned, including shares received due to automatic dividend reinvestment, as of the date of this report.

F5 · derivative.exercise_date: On March 1, 2022, the reporting person was granted 106,736 restricted stock units that vest in five equal annual installments beginning March 1, 2023, subject to continued service. Vested shares will be issued to the reporting person as soon as practicable after the vesting date.

F5 · derivative.expiration_date: On March 1, 2022, the reporting person was granted 106,736 restricted stock units that vest in five equal annual installments beginning March 1, 2023, subject to continued service. Vested shares will be issued to the reporting person as soon as practicable after the vesting date.

Read SEC document
March 03, 2025 Filed Mar 5, 2025 23:26 UTC
Rivers Robert FrancisDirector · Executive Chair
Tax withholdingCommon Stock 35,504 $17.73 $629,485.92
Disclosure

SEC source: 0000950170-25-033964 · ownership.xml · nonDerivative · entry 4

Rivers Robert Francis · CIK 0001825654 · Director · Executive Chair

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 308,632

F2 · ownership.direct: Includes 200,000 shares held in joint tenancy with spouse.

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March 03, 2025 Filed Mar 5, 2025 23:26 UTC
Rivers Robert FrancisDirector · Executive Chair
GrantCommon Stock 80,052 $0.00 $0.00
Disclosure

SEC source: 0000950170-25-033964 · ownership.xml · nonDerivative · entry 3

Rivers Robert Francis · CIK 0001825654 · Director · Executive Chair

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 344,136

F9 · shares: Represents shares of Eastern Bankshares, Inc. (the "Company") common stock, par value $0.01 per share ("Common Stock") received upon vesting of a performance restricted stock unit ("PRSU") award eligible to vest based upon both (i) the Company's performance measured at the end of the three-year performance period of January 1, 2022 through December 31, 2024 (the "Performance Period") relative to the KBW Nasdaq Regional Banking Index with respect to growth in earnings per share ("EPS Measure"), and (ii) the Company's performance measured at the end of the Performance Period relative to the KBW Nasdaq Regional Banking Index with respect to total shareholder return ("TSR Measure").

F10 · shares: (Continued from footnote 9) Based on the Company's three year performance on the TSR Measure and EPS Measure respectively, as measured at the end of the Performance Period, the Compensation Committee determined that (i) performance under the TSR Measure did not meet the minimum threshold, resulting in no award of shares for this metric, and (ii) performance under the EPS Measure met the maximum payout threshold of 150% of target.

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March 03, 2025 Filed Mar 5, 2025 23:26 UTC
Rivers Robert FrancisDirector · Executive Chair
Tax withholdingCommon Stock 21,064 $17.73 $373,464.72
Disclosure

SEC source: 0000950170-25-033964 · ownership.xml · nonDerivative · entry 2

Rivers Robert Francis · CIK 0001825654 · Director · Executive Chair

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 264,084

F2 · ownership.direct: Includes 200,000 shares held in joint tenancy with spouse.

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March 03, 2025 Filed Mar 5, 2025 23:26 UTC
Rivers Robert FrancisDirector · Executive Chair
Exercise / conversionCommon Stock 47,491 $0.00 $0.00
Disclosure

SEC source: 0000950170-25-033964 · ownership.xml · nonDerivative · entry 1

Rivers Robert Francis · CIK 0001825654 · Director · Executive Chair

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 285,148

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · shares: Restricted stock units convert into common stock on a one-for-one basis. Reflects the amount of shares beneficially owned, including shares received due to automatic dividend reinvestment, as of the date of this report.

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March 03, 2025 Filed Mar 5, 2025 23:26 UTC
Westermann Donald MichaelChief Information Officer
GrantRestricted Stock Units · Derivative 34,697 $0.00 $0.00
Disclosure

SEC source: 0000950170-25-033963 · ownership.xml · derivative · entry 10

Westermann Donald Michael · CIK 0001825585 · Chief Information Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 34,697

Underlying: Common stock · 34,697 shares

Expires not disclosed

F3 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of EBC common stock on the applicable vesting date.

F7 · derivative.exercise_date: On March 3, 2025, the reporting person was granted 34,697 restricted stock units of which 6,497 vest in three equal annual installments beginning March 1, 2026 and 28,200 vest after 3 years, subject to continued service. Vested shares will be issued to the reporting person as soon as practicable after the vesting date.

F7 · derivative.expiration_date: On March 3, 2025, the reporting person was granted 34,697 restricted stock units of which 6,497 vest in three equal annual installments beginning March 1, 2026 and 28,200 vest after 3 years, subject to continued service. Vested shares will be issued to the reporting person as soon as practicable after the vesting date.

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March 03, 2025 Filed Mar 5, 2025 23:26 UTC
Westermann Donald MichaelChief Information Officer
Exercise / conversionRestricted Stock Units · Derivative 2,894 $0.00 $0.00
Disclosure

SEC source: 0000950170-25-033963 · ownership.xml · derivative · entry 9

Westermann Donald Michael · CIK 0001825585 · Chief Information Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 5,789

Underlying: Common stock · 2,894 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · derivative.exercise_price: Restricted stock units convert into common stock on a one-for-one basis.

F6 · derivative.exercise_date: On March 1, 2024, the reporting person was granted 8,683 restricted stock units that vest in three equal annual installments beginning March 1, 2025, subject to continued service. Vested shares will be issued to the reporting person as soon as practicable after the vesting date.

F6 · derivative.expiration_date: On March 1, 2024, the reporting person was granted 8,683 restricted stock units that vest in three equal annual installments beginning March 1, 2025, subject to continued service. Vested shares will be issued to the reporting person as soon as practicable after the vesting date.

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March 03, 2025 Filed Mar 5, 2025 23:26 UTC
Westermann Donald MichaelChief Information Officer
Exercise / conversionRestricted Stock Units · Derivative 1,977 $0.00 $0.00
Disclosure

SEC source: 0000950170-25-033963 · ownership.xml · derivative · entry 8

Westermann Donald Michael · CIK 0001825585 · Chief Information Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,977

Underlying: Common stock · 1,977 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · derivative.exercise_price: Restricted stock units convert into common stock on a one-for-one basis.

F5 · derivative.exercise_date: On March 1, 2023, the reporting person was granted 5,930 restricted stock units that vest in three equal annual installments beginning March 1, 2024, subject to continued service. Vested shares will be issued to the reporting person as soon as practicable after the vesting date.

F5 · derivative.expiration_date: On March 1, 2023, the reporting person was granted 5,930 restricted stock units that vest in three equal annual installments beginning March 1, 2024, subject to continued service. Vested shares will be issued to the reporting person as soon as practicable after the vesting date.

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March 03, 2025 Filed Mar 5, 2025 23:26 UTC
Westermann Donald MichaelChief Information Officer
Exercise / conversionRestricted Stock Units · Derivative 9,488 $0.00 $0.00
Disclosure

SEC source: 0000950170-25-033963 · ownership.xml · derivative · entry 7

Westermann Donald Michael · CIK 0001825585 · Chief Information Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 18,976

Underlying: Common stock · 9,488 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · derivative.exercise_price: Restricted stock units convert into common stock on a one-for-one basis.

F4 · derivative.exercise_date: On March 1, 2022, the reporting person was granted 47,438 restricted stock units that vest in five equal annual installments beginning March 1, 2023, subject to continued service. Vested shares will be issued to the reporting person as soon as practicable after the vesting date.

F4 · derivative.expiration_date: On March 1, 2022, the reporting person was granted 47,438 restricted stock units that vest in five equal annual installments beginning March 1, 2023, subject to continued service. Vested shares will be issued to the reporting person as soon as practicable after the vesting date.

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March 03, 2025 Filed Mar 5, 2025 23:26 UTC
Westermann Donald MichaelChief Information Officer
Tax withholdingCommon Stock 15,932 $17.73 $282,474.36
Disclosure

SEC source: 0000950170-25-033963 · ownership.xml · nonDerivative · entry 4

Westermann Donald Michael · CIK 0001825585 · Chief Information Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 42,116

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March 03, 2025 Filed Mar 5, 2025 23:26 UTC
Westermann Donald MichaelChief Information Officer
GrantCommon Stock 35,578 $0.00 $0.00
Disclosure

SEC source: 0000950170-25-033963 · ownership.xml · nonDerivative · entry 3

Westermann Donald Michael · CIK 0001825585 · Chief Information Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 58,048

F8 · shares: Represents shares of Eastern Bankshares, Inc. (the "Company") common stock, par value $0.01 per share ("Common Stock") received upon vesting of a performance restricted stock unit ("PRSU") award eligible to vest based upon both (i) the Company's performance measured at the end of the three-year performance period of January 1, 2022 through December 31, 2024 (the "Performance Period") relative to the KBW Nasdaq Regional Banking Index with respect to growth in earnings per share ("EPS Measure"), and (ii) the Company's performance measured at the end of the Performance Period relative to the KBW Nasdaq Regional Banking Index with respect to total shareholder return ("TSR Measure").

F9 · shares: (Continued from footnote 8) Based on the Company's three year performance on the TSR Measure and EPS Measure respectively, as measured at the end of the Performance Period, the Compensation Committee determined that (i) performance under the TSR Measure did not meet the minimum threshold, resulting in no award of shares for this metric, and (ii) performance under the EPS Measure met the maximum payout threshold of 150% of target.

Read SEC document
March 03, 2025 Filed Mar 5, 2025 23:26 UTC
Westermann Donald MichaelChief Information Officer
Tax withholdingCommon Stock 6,369 $17.73 $112,922.37
Disclosure

SEC source: 0000950170-25-033963 · ownership.xml · nonDerivative · entry 2

Westermann Donald Michael · CIK 0001825585 · Chief Information Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 22,470

Read SEC document
March 03, 2025 Filed Mar 5, 2025 23:26 UTC
Westermann Donald MichaelChief Information Officer
Exercise / conversionCommon Stock 14,359 $0.00 $0.00
Disclosure

SEC source: 0000950170-25-033963 · ownership.xml · nonDerivative · entry 1

Westermann Donald Michael · CIK 0001825585 · Chief Information Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 28,839

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · shares: Restricted stock units convert into common stock on a one-for-one basis.

Read SEC document
March 03, 2025 Filed Mar 5, 2025 23:23 UTC
Rosato R DavidChief Financial Officer
GrantRestricted Stock Units · Derivative 12,408 $0.00 $0.00
Disclosure

SEC source: 0000950170-25-033956 · ownership.xml · derivative · entry 3

Rosato R David · CIK 0001605452 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 12,408

Underlying: Common stock · 12,408 shares

Expires not disclosed

F2 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of EBC common stock on the applicable vesting date.

F4 · derivative.exercise_date: On March 3, 2025, the reporting person was granted 12,408 restricted stock units that vest in three equal annual installments beginning March 1, 2026, subject to continued service. Vested shares will be issued to the reporting person as soon as practicable after the vesting date.

F4 · derivative.expiration_date: On March 3, 2025, the reporting person was granted 12,408 restricted stock units that vest in three equal annual installments beginning March 1, 2026, subject to continued service. Vested shares will be issued to the reporting person as soon as practicable after the vesting date.

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March 03, 2025 Filed Mar 5, 2025 23:22 UTC
SHEAHAN DENIS KDirector · Chief Executive Officer
GrantRestricted Stock Units · Derivative 154,088 $0.00 $0.00
Disclosure

SEC source: 0000950170-25-033950 · ownership.xml · derivative · entry 9

SHEAHAN DENIS K · CIK 0001207221 · Director · Chief Executive Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 154,088

Underlying: Common stock · 154,088 shares

Expires not disclosed

F8 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of Company common stock on the applicable vesting date.

F10 · derivative.exercise_date: On March 3, 2025, the reporting person was granted 154,088 restricted stock units of which 24,365 vest in three equal annual installments and 129,723 vest in five equal annual installments beginning March 1, 2026, subject to continued service. Vested shares will be issued to the reporting person as soon as practicable after the vesting date.

F10 · derivative.expiration_date: On March 3, 2025, the reporting person was granted 154,088 restricted stock units of which 24,365 vest in three equal annual installments and 129,723 vest in five equal annual installments beginning March 1, 2026, subject to continued service. Vested shares will be issued to the reporting person as soon as practicable after the vesting date.

Read SEC document
March 03, 2025 Filed Mar 5, 2025 23:18 UTC GrantRestricted Stock Units · Derivative 16,864 $0.00 $0.00
Disclosure

SEC source: 0000950170-25-033943 · ownership.xml · derivative · entry 11

Miller Quincy Lee · CIK 0001825603 · See Remarks

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 16,864

Underlying: Common stock · 16,864 shares

Expires not disclosed

F3 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of EBC common stock on the applicable vesting date.

F7 · derivative.exercise_date: On March 3, 2025, the reporting person was granted 16,864 restricted stock units that vest in three equal annual installments beginning March 1, 2026, subject to continued service. Vested shares will be issued to the reporting person as soon as practicable after the vesting date.

F7 · derivative.expiration_date: On March 3, 2025, the reporting person was granted 16,864 restricted stock units that vest in three equal annual installments beginning March 1, 2026, subject to continued service. Vested shares will be issued to the reporting person as soon as practicable after the vesting date.

Read SEC document
March 03, 2025 Filed Mar 5, 2025 23:18 UTC Exercise / conversionRestricted Stock Units · Derivative 7,061 $0.00 $0.00
Disclosure

SEC source: 0000950170-25-033943 · ownership.xml · derivative · entry 10

Miller Quincy Lee · CIK 0001825603 · See Remarks

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 14,125

Underlying: Common stock · 7,061 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · derivative.exercise_price: Restricted stock units convert into common stock on a one-for-one basis.

F6 · derivative.exercise_date: On March 1, 2024, the reporting person was granted 21,186 restricted stock units that vest in three equal annual installments beginning March 1, 2025, subject to continued service. Vested shares will be issued to the reporting person as soon as practicable after the vesting date.

F6 · derivative.expiration_date: On March 1, 2024, the reporting person was granted 21,186 restricted stock units that vest in three equal annual installments beginning March 1, 2025, subject to continued service. Vested shares will be issued to the reporting person as soon as practicable after the vesting date.

Read SEC document
March 03, 2025 Filed Mar 5, 2025 23:18 UTC Exercise / conversionRestricted Stock Units · Derivative 3,775 $0.00 $0.00
Disclosure

SEC source: 0000950170-25-033943 · ownership.xml · derivative · entry 9

Miller Quincy Lee · CIK 0001825603 · See Remarks

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 3,775

Underlying: Common stock · 3,775 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · derivative.exercise_price: Restricted stock units convert into common stock on a one-for-one basis.

F5 · derivative.exercise_date: On March 1, 2023, the reporting person was granted 11,324 restricted stock units that vest in three equal annual installments beginning March 1, 2024, subject to continued service. Vested shares will be issued to the reporting person as soon as practicable after the vesting date.

F5 · derivative.expiration_date: On March 1, 2023, the reporting person was granted 11,324 restricted stock units that vest in three equal annual installments beginning March 1, 2024, subject to continued service. Vested shares will be issued to the reporting person as soon as practicable after the vesting date.

Read SEC document
March 03, 2025 Filed Mar 5, 2025 23:18 UTC Exercise / conversionRestricted Stock Units · Derivative 14,231 $0.00 $0.00
Disclosure

SEC source: 0000950170-25-033943 · ownership.xml · derivative · entry 8

Miller Quincy Lee · CIK 0001825603 · See Remarks

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 28,464

Underlying: Common stock · 14,231 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · derivative.exercise_price: Restricted stock units convert into common stock on a one-for-one basis.

F4 · derivative.exercise_date: On March 1, 2022, the reporting person was granted 71,157 restricted stock units that vest in five equal annual installments beginning March 1, 2023, subject to continued service. Vested shares will be issued to the reporting person as soon as practicable after the vesting date.

F4 · derivative.expiration_date: On March 1, 2022, the reporting person was granted 71,157 restricted stock units that vest in five equal annual installments beginning March 1, 2023, subject to continued service. Vested shares will be issued to the reporting person as soon as practicable after the vesting date.

Read SEC document
March 03, 2025 Filed Mar 5, 2025 23:18 UTC Tax withholdingCommon Stock 23,686 $17.73 $419,952.78
Disclosure

SEC source: 0000950170-25-033943 · ownership.xml · nonDerivative · entry 4

Miller Quincy Lee · CIK 0001825603 · See Remarks

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 43,629

Read SEC document
March 03, 2025 Filed Mar 5, 2025 23:18 UTC GrantCommon Stock 53,367 $0.00 $0.00
Disclosure

SEC source: 0000950170-25-033943 · ownership.xml · nonDerivative · entry 3

Miller Quincy Lee · CIK 0001825603 · See Remarks

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 67,315

F8 · shares: Represents shares of Eastern Bankshares, Inc. (the "Company") common stock, par value $0.01 per share ("Common Stock") received upon vesting of a performance restricted stock unit ("PRSU") award eligible to vest based upon both (i) the Company's performance measured at the end of the three-year performance period of January 1, 2022 through December 31, 2024 (the "Performance Period") relative to the KBW Nasdaq Regional Banking Index with respect to growth in earnings per share ("EPS Measure"), and (ii) the Company's performance measured at the end of the Performance Period relative to the KBW Nasdaq Regional Banking Index with respect to total shareholder return ("TSR Measure"). Based on the Company's three year performance on the TSR Measure and EPS Measure respectively, as measured at the end of the Performance Period, the Compensation Committee determined that (i) performance under the TSR Measure did not meet the minimum threshold,

F9 · shares: (Continued from footnote 8) resulting in no award of shares for this metric, and (ii) performance under the EPS Measure met the maximum payout threshold of 150% of target.

Read SEC document
March 03, 2025 Filed Mar 5, 2025 23:18 UTC Tax withholdingCommon Stock 11,119 $17.73 $197,139.87
Disclosure

SEC source: 0000950170-25-033943 · ownership.xml · nonDerivative · entry 2

Miller Quincy Lee · CIK 0001825603 · See Remarks

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 13,948

Read SEC document
March 03, 2025 Filed Mar 5, 2025 23:18 UTC Exercise / conversionCommon Stock 25,067 $0.00 $0.00
Disclosure

SEC source: 0000950170-25-033943 · ownership.xml · nonDerivative · entry 1

Miller Quincy Lee · CIK 0001825603 · See Remarks

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 25,067

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · shares: Restricted stock units convert into common stock on a one-for-one basis.

Read SEC document
December 02, 2024 Filed Dec 3, 2024 21:02 UTC SaleCommon Stock 5,713 $18.56 $106,033.28
Disclosure

SEC source: 0000950170-24-132732 · ownership.xml · nonDerivative · entry 1

Jackson Deborah C · CIK 0001447057 · Director

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 67,284

F1 · shares: The transactions reported on this Form 4 were executed pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on November 17, 2023.

F2 · price: Represents the average sale price. The actual sales prices range from $18.42 to $18.65 per share. The reporting person will supply the SEC, the Issuer, or a security holder of the Issuer, with full information regarding the number of shares at each price upon request.

F3 · balance_after: Consists of (i) 37,749 shares of common stock; (ii) 24,839 shares of restricted stock comprising the unvested portion of a grant that vests ratably over a five-year period on the anniversary of the November 30, 2021 date of grant; and (iii) 4,696 shares of restricted stock scheduled to vest in full on May 13, 2025.

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Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.