Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Eastern Bankshares, Inc.EBC · Entity 448 | Director · Chief Executive Officer | September 03, 2026 | September 04, 2026 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
Eastern Bankshares, Inc.
Report date September 03, 2026 · Filed September 04, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 4,445 |
Ending reported balance
After 2026-09-03 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2026-09-03 · Exercise / conversion · Acquired 8,607 · Balance 8,607 F2: Restricted stock units convert into common stock on a one-for-one basis. Row 2 · 2026-09-03 · Tax withholding · Disposed 4,162 · Balance 4,445 |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 8,608 |
Reported balance
After 2026-09-03 transaction · row 11
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 11 · 2026-09-03 · Exercise / conversion · Disposed 8,607 · Balance 8,608 F8: Each restricted stock unit represents a contingent right to receive one share of Company common stock on the applicable vesting date. F9: On September 3, 2024, the reporting person was granted 25,821 restricted stock units that vest in three equal annual installments beginning September 3, 2025, subject to continued service. Vested shares will be issued to the reporting person as soon as practicable after the vesting date. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 17,907 |
Reported balance
Holding disclosure · report date 2026-09-03 · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · Balance 17,907 F1: Eastern Bankshares, Inc. (the "Company") issued these time-based restricted stock units ("RSUs") as of July 12, 2024, when the Company completed a merger with Cambridge Bancorp ("Cambridge"). Pursuant to the terms of the Agreement and Plan of Merger, dated September 19, 2023, Cambridge RSUs and performance-based restricted stock units ("PRSUs") were assumed and converted to Company RSUs at an exchange ratio of 4.956 Company units for each Cambridge unit. F2: Restricted stock units convert into common stock on a one-for-one basis. F3: This award for 17,907 Company RSUs replaced an award of Cambridge RSUs granted to the reporting person on February 15, 2021, that vested in three equal annual installments beginning one year after the grant date. The reporting person elected to defer receipt of common stock issuable upon the vesting of these RSUs. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 3,752 |
Reported balance
Holding disclosure · report date 2026-09-03 · row 7
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 7 · Balance 3,752 F1: Eastern Bankshares, Inc. (the "Company") issued these time-based restricted stock units ("RSUs") as of July 12, 2024, when the Company completed a merger with Cambridge Bancorp ("Cambridge"). Pursuant to the terms of the Agreement and Plan of Merger, dated September 19, 2023, Cambridge RSUs and performance-based restricted stock units ("PRSUs") were assumed and converted to Company RSUs at an exchange ratio of 4.956 Company units for each Cambridge unit. F2: Restricted stock units convert into common stock on a one-for-one basis. F4: This award for 3,752 Company RSUs replaced an award of Cambridge RSUs granted to the reporting person on February 15, 2022, that provided for vesting in three equal annual installments beginning one year after the grant date. The reporting person elected to defer receipt of common stock issuable upon vesting except for shares withheld for tax obligations. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 34,544 |
Reported balance
Holding disclosure · report date 2026-09-03 · row 8
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 8 · Balance 34,544 F1: Eastern Bankshares, Inc. (the "Company") issued these time-based restricted stock units ("RSUs") as of July 12, 2024, when the Company completed a merger with Cambridge Bancorp ("Cambridge"). Pursuant to the terms of the Agreement and Plan of Merger, dated September 19, 2023, Cambridge RSUs and performance-based restricted stock units ("PRSUs") were assumed and converted to Company RSUs at an exchange ratio of 4.956 Company units for each Cambridge unit. F2: Restricted stock units convert into common stock on a one-for-one basis. F5: This award for 34,544 Company RSUs replaced an award of Cambridge RSUs granted to the reporting person on April 28, 2023, that provided for vesting in three equal annual installments beginning one year after the grant date. The reporting person elected to defer receipt of common stock issuable upon vesting except for shares withheld for tax obligations. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 33,721 |
Reported balance
Holding disclosure · report date 2026-09-03 · row 9
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 9 · Balance 33,721 F1: Eastern Bankshares, Inc. (the "Company") issued these time-based restricted stock units ("RSUs") as of July 12, 2024, when the Company completed a merger with Cambridge Bancorp ("Cambridge"). Pursuant to the terms of the Agreement and Plan of Merger, dated September 19, 2023, Cambridge RSUs and performance-based restricted stock units ("PRSUs") were assumed and converted to Company RSUs at an exchange ratio of 4.956 Company units for each Cambridge unit. F2: Restricted stock units convert into common stock on a one-for-one basis. F6: This award for 33,721 Company RSUs replaced an award of Cambridge PRSUs granted to the reporting person on February 15, 2022. The Company RSU award provided for cliff vesting on December 31, 2024. The reporting person elected to defer receipt of common stock issuable upon vesting except for shares withheld for tax obligations. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 42,221 |
Reported balance
Holding disclosure · report date 2026-09-03 · row 10
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 10 · Balance 42,221 F1: Eastern Bankshares, Inc. (the "Company") issued these time-based restricted stock units ("RSUs") as of July 12, 2024, when the Company completed a merger with Cambridge Bancorp ("Cambridge"). Pursuant to the terms of the Agreement and Plan of Merger, dated September 19, 2023, Cambridge RSUs and performance-based restricted stock units ("PRSUs") were assumed and converted to Company RSUs at an exchange ratio of 4.956 Company units for each Cambridge unit. F2: Restricted stock units convert into common stock on a one-for-one basis. F7: This award for 42,221 Company RSUs replaced an award of Cambridge PRSUs that Cambridge granted to the reporting person on April 28, 2023. The Company RSU award provided for cliff vesting on December 31, 2025. The reporting person elected to defer receipt of common stock issuable upon vesting except for shares withheld for tax obligations. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 120,023 |
Reported balance
Holding disclosure · report date 2026-09-03 · row 12
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 12 · Balance 120,023 F2: Restricted stock units convert into common stock on a one-for-one basis. F10: On March 3, 2025, the reporting person was granted 154,088 restricted stock units of which 24,365 vest in three equal annual installments beginning March 3, 2026 after market close, and 129,723 vest in five equal installments beginning on March 3, 2026, after market close, subject to continued service. Vested shares will be issued to the reporting person as soon as practicable after the vesting date. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 24,340 |
Reported balance
Holding disclosure · report date 2026-09-03 · row 13
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 13 · Balance 24,340 F8: Each restricted stock unit represents a contingent right to receive one share of Company common stock on the applicable vesting date. F11: On March 2, 2026, the reporting person was granted 24,340 restricted stock units that vest in three equal annual installments beginning March 2, 2027, subject to continued service. Vested shares will be issued to the reporting person as soon as practicable after the vesting date. |
| Common StockSEC Table I · non-derivative | IndirectBy Revocable Trust | 269,662 |
Reported balance
Holding disclosure · report date 2026-09-03 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 269,662 |
| Common StockSEC Table I · non-derivative | IndirectBy IRA | 33,305 |
Reported balance
Holding disclosure · report date 2026-09-03 · row 4
Holding and transaction disclosures are not merged.
1 source rowRow 4 · Balance 33,305 |
| Common StockSEC Table I · non-derivative | IndirectBy ESOP | 902 |
Reported balance
Holding disclosure · report date 2026-09-03 · row 5
Holding and transaction disclosures are not merged.
1 source rowRow 5 · Balance 902 F12: Reflects the amount of shares beneficially owned, including shares received due to automatic dividend reinvestment, as of the date of this report. |
Filing footnotes · ownership attribution and instrument terms
F1: Eastern Bankshares, Inc. (the "Company") issued these time-based restricted stock units ("RSUs") as of July 12, 2024, when the Company completed a merger with Cambridge Bancorp ("Cambridge"). Pursuant to the terms of the Agreement and Plan of Merger, dated September 19, 2023, Cambridge RSUs and performance-based restricted stock units ("PRSUs") were assumed and converted to Company RSUs at an exchange ratio of 4.956 Company units for each Cambridge unit.
F2: Restricted stock units convert into common stock on a one-for-one basis.
F3: This award for 17,907 Company RSUs replaced an award of Cambridge RSUs granted to the reporting person on February 15, 2021, that vested in three equal annual installments beginning one year after the grant date. The reporting person elected to defer receipt of common stock issuable upon the vesting of these RSUs.
F4: This award for 3,752 Company RSUs replaced an award of Cambridge RSUs granted to the reporting person on February 15, 2022, that provided for vesting in three equal annual installments beginning one year after the grant date. The reporting person elected to defer receipt of common stock issuable upon vesting except for shares withheld for tax obligations.
F5: This award for 34,544 Company RSUs replaced an award of Cambridge RSUs granted to the reporting person on April 28, 2023, that provided for vesting in three equal annual installments beginning one year after the grant date. The reporting person elected to defer receipt of common stock issuable upon vesting except for shares withheld for tax obligations.
F6: This award for 33,721 Company RSUs replaced an award of Cambridge PRSUs granted to the reporting person on February 15, 2022. The Company RSU award provided for cliff vesting on December 31, 2024. The reporting person elected to defer receipt of common stock issuable upon vesting except for shares withheld for tax obligations.
F7: This award for 42,221 Company RSUs replaced an award of Cambridge PRSUs that Cambridge granted to the reporting person on April 28, 2023. The Company RSU award provided for cliff vesting on December 31, 2025. The reporting person elected to defer receipt of common stock issuable upon vesting except for shares withheld for tax obligations.
F8: Each restricted stock unit represents a contingent right to receive one share of Company common stock on the applicable vesting date.
F9: On September 3, 2024, the reporting person was granted 25,821 restricted stock units that vest in three equal annual installments beginning September 3, 2025, subject to continued service. Vested shares will be issued to the reporting person as soon as practicable after the vesting date.
F10: On March 3, 2025, the reporting person was granted 154,088 restricted stock units of which 24,365 vest in three equal annual installments beginning March 3, 2026 after market close, and 129,723 vest in five equal installments beginning on March 3, 2026, after market close, subject to continued service. Vested shares will be issued to the reporting person as soon as practicable after the vesting date.
F11: On March 2, 2026, the reporting person was granted 24,340 restricted stock units that vest in three equal annual installments beginning March 2, 2027, subject to continued service. Vested shares will be issued to the reporting person as soon as practicable after the vesting date.
F12: Reflects the amount of shares beneficially owned, including shares received due to automatic dividend reinvestment, as of the date of this report.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
CAMBRIDGE BANCORP
Report date July 12, 2024 · Filed July 15, 2024
Section 16 reporting ended · disclosed 2024-07-15. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2024-07-12 transaction · row 1
1 source rowRow 1 · 2024-07-12 · Disposition to issuer · Disposed 8,799 · Balance 0 F1: Disposed of pursuant to the Agreement and Plan of Merger (the "Merger Agreement") dated as of September 19, 2023, by and between Cambridge Bancorp ("Cambridge"), Cambridge Trust Company, Eastern Bankshares, Inc. ("Eastern"), Eastern Bank and Citadel MS 2023, Inc., in exchange for the right to receive (i) 16,826 shares of Eastern common stock, with a market value of $14.87 per share of Eastern common stock based on the closing price of Eastern common stock on July 12, 2024 and (ii) 26,782 Eastern restricted stock unit awards, with the same terms, restrictions and vesting schedules as such existing Cambridge restricted stock unit award. |
| Common StockSEC Table I · non-derivative | IndirectESOP | 0 |
Reported balance
After 2024-07-12 transaction · row 2
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 2 · 2024-07-12 · Disposition to issuer · Disposed 689 · Balance 0 F2: Disposed of pursuant to the Merger Agreement in exchange for the right to receive 3,415 shares of Eastern common stock, with a market value of $14.87 per share of Eastern common stock based on the closing price of Eastern common stock on July 12, 2024. |
| Common StockSEC Table I · non-derivative | IndirectBy Revocable Trust | 0 |
Reported balance
After 2024-07-12 transaction · row 3
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 3 · 2024-07-12 · Disposition to issuer · Disposed 49,285 · Balance 0 F3: Disposed of pursuant to the Merger Agreement in exchange for the right to receive 244,256 shares of Eastern common stock, with a market value of $14.87 per share of Eastern common stock based on the closing price of Eastern common stock on July 12, 2024. |
Filing footnotes · ownership attribution and instrument terms
F1: Disposed of pursuant to the Agreement and Plan of Merger (the "Merger Agreement") dated as of September 19, 2023, by and between Cambridge Bancorp ("Cambridge"), Cambridge Trust Company, Eastern Bankshares, Inc. ("Eastern"), Eastern Bank and Citadel MS 2023, Inc., in exchange for the right to receive (i) 16,826 shares of Eastern common stock, with a market value of $14.87 per share of Eastern common stock based on the closing price of Eastern common stock on July 12, 2024 and (ii) 26,782 Eastern restricted stock unit awards, with the same terms, restrictions and vesting schedules as such existing Cambridge restricted stock unit award.
F2: Disposed of pursuant to the Merger Agreement in exchange for the right to receive 3,415 shares of Eastern common stock, with a market value of $14.87 per share of Eastern common stock based on the closing price of Eastern common stock on July 12, 2024.
F3: Disposed of pursuant to the Merger Agreement in exchange for the right to receive 244,256 shares of Eastern common stock, with a market value of $14.87 per share of Eastern common stock based on the closing price of Eastern common stock on July 12, 2024.
Transaction history
JSON APIPurchases/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 date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| January 22, 2018 Filed May 10, 2018 17:05 UTC Amendment | CAMBRIDGE BANCORP CATC · Entity 88977 | GrantPerformance Based Restricted Stock · Derivative | 14,694 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001593968-18-000745 · primary_01.xml · derivative · entry 1 SHEAHAN DENIS K · CIK 0001207221 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,694 Underlying: Common Stock · 14,694 shares Expires 2020-12-31 F1 · security: This Form 4 amendment is being filed in order to correct a clerical error, which previously stated the incorrect maximum number of Performance Shares that could be earned pursuant to this grant. F2 · derivative.exercise_price: This PRSU award will vest based upon the Company's average three-year performance relative to the Commercial Bank Peer Group for return on assets ("ROA") and diluted earnings per share ("EPS") growth for the period ending December 31, 2020. Any shares earned will vest upon Compensation Committee certification of performance achievement following completion of the performance period. Amount reflects vesting at maximum possible amount. F2 · price: This PRSU award will vest based upon the Company's average three-year performance relative to the Commercial Bank Peer Group for return on assets ("ROA") and diluted earnings per share ("EPS") growth for the period ending December 31, 2020. Any shares earned will vest upon Compensation Committee certification of performance achievement following completion of the performance period. Amount reflects vesting at maximum possible amount. F2 · derivative.exercise_date: This PRSU award will vest based upon the Company's average three-year performance relative to the Commercial Bank Peer Group for return on assets ("ROA") and diluted earnings per share ("EPS") growth for the period ending December 31, 2020. Any shares earned will vest upon Compensation Committee certification of performance achievement following completion of the performance period. Amount reflects vesting at maximum possible amount. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.