Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| OneWater Marine Inc.ONEW · Entity 2215 | Director | October 01, 2022 | October 05, 2022 |
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.
OneWater Marine Inc.
Report date October 01, 2022 · Filed October 05, 2022
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A common stock, par value $0.01SEC Table I · non-derivative | Direct | 3,615 |
Reported balance
After 2022-10-01 transaction · row 1
1 source rowRow 1 · 2022-10-01 · Grant · Acquired 2,491 · Balance 3,615 F1: Award of restricted stock units pursuant to the OneWater Marine Inc. 2020 Omnibus Incentive Plan. The award vests on October 1, 2023, subject to the recipient's continued service as a director of OneWater Marine Inc. through such vesting date. |
Filing footnotes · ownership attribution and instrument terms
F1: Award of restricted stock units pursuant to the OneWater Marine Inc. 2020 Omnibus Incentive Plan. The award vests on October 1, 2023, subject to the recipient's continued service as a director of OneWater Marine Inc. through such vesting date.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
Eastern Bankshares, Inc.
Report date December 02, 2022 · Filed December 06, 2022
Section 16 reporting ended · disclosed 2022-12-06. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 118,419 |
Reported balance
After 2022-12-02 transaction · row 1
1 source rowRow 1 · 2022-12-02 · Disposition to issuer · Disposed 52,546 · Balance 118,419 F1: Consists of unvested shares of restricted stock that were forfeited pursuant to the terms of the Eastern Bankshares, Inc. 2021 Equity Incentive Plan and applicable restricted stock award agreements upon the reporting person's resignation from the board of directors of Eastern Bankshares, Inc., effective December 2, 2022. |
Filing footnotes · ownership attribution and instrument terms
F1: Consists of unvested shares of restricted stock that were forfeited pursuant to the terms of the Eastern Bankshares, Inc. 2021 Equity Incentive Plan and applicable restricted stock award agreements upon the reporting person's resignation from the board of directors of Eastern Bankshares, Inc., effective December 2, 2022.
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 |
|---|---|---|---|---|---|---|
| December 02, 2022 Filed Dec 6, 2022 21:05 UTC | Eastern Bankshares, Inc. EBC · Entity 448 | Disposition to issuerCommon Stock | 52,546 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-22-037772 · doc4.xml · nonDerivative · entry 1 Shell Greg Allen Sr. · CIK 0001825702 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 118,419 F1 · shares: Consists of unvested shares of restricted stock that were forfeited pursuant to the terms of the Eastern Bankshares, Inc. 2021 Equity Incentive Plan and applicable restricted stock award agreements upon the reporting person's resignation from the board of directors of Eastern Bankshares, Inc., effective December 2, 2022. Read SEC document |
| November 11, 2022 Filed Nov 14, 2022 21:06 UTC | Eastern Bankshares, Inc. EBC · Entity 448 | SaleCommon Stock | 2,500 | $18.82 | $47,050.00 |
DisclosureSEC source: 0000899243-22-035690 · doc4.xml · nonDerivative · entry 1 Shell Greg Allen Sr. · CIK 0001825702 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 170,965 F1 · price: Represents the average sale price. The actual sales prices range from $18.8150 to $18.82 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. F2 · balance_after: Consists of (i) 106,000 shares held directly; (ii) 62,096 shares of restricted stock that vest in equal annual installments over a period of five years from November 30, 2021, the date of grant and (iii) 2,869 shares of restricted stock that vest fully on the one-year anniversary of the May 17, 2022 grant date. Read SEC document |
| October 01, 2022 Filed Oct 5, 2022 02:05 UTC | OneWater Marine Inc. ONEW · Entity 2215 | GrantClass A common stock, par value $0.01 | 2,491 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-22-036195 · form4.xml · nonDerivative · entry 1 Shell Greg Allen Sr. · CIK 0001825702 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,615 F1 · kind: Award of restricted stock units pursuant to the OneWater Marine Inc. 2020 Omnibus Incentive Plan. The award vests on October 1, 2023, subject to the recipient's continued service as a director of OneWater Marine Inc. through such vesting date. Read SEC document |
| September 09, 2022 Filed Sep 12, 2022 15:22 UTC | Eastern Bankshares, Inc. EBC · Entity 448 | SaleCommon Stock | 24,000 | $20.10 | $482,505.60 |
DisclosureSEC source: 0000899243-22-030778 · doc4.xml · nonDerivative · entry 1 Shell Greg Allen Sr. · CIK 0001825702 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 173,465 F1 · price: Represents the average sale price. The actual sales prices range from $19.9250 to $20.2500 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. F2 · balance_after: Consists of (i) 108,500 shares held directly; (ii) 62,096 shares of restricted stock that vest in equal annual installments over a period of five years from November 30, 2021, the date of grant and (iii) 2,869 shares of restricted stock that vest fully on the one-year anniversary of the May 17, 2022 grant date. Read SEC document |
| May 17, 2022 Filed May 19, 2022 20:05 UTC | Eastern Bankshares, Inc. EBC · Entity 448 | GrantCommon Stock | 2,869 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-22-018785 · doc4.xml · nonDerivative · entry 1 Shell Greg Allen Sr. · CIK 0001825702 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 197,465 F1 · shares: These shares represent restricted stock that was granted under the Issuer's 2021 Equity Incentive Plan. This restricted stock is scheduled to vest in full on May 14, 2023. F2 · balance_after: Consists of (i) 132,500 shares of common stock; (ii) 62,096 shares of restricted stock that vest ratably over a five-year period on the anniversary of the November 30, 2021 date of grant; and (iii) the shares of restricted stock reported on this Form 4. Read SEC document |
| May 04, 2022 Filed May 5, 2022 20:05 UTC | Eastern Bankshares, Inc. EBC · Entity 448 | SaleCommon Stock | 40,000 | $19.57 | $782,688.00 |
DisclosureSEC source: 0000899243-22-016811 · doc4.xml · nonDerivative · entry 1 Shell Greg Allen Sr. · CIK 0001825702 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 194,596 F1 · price: The actual sales prices range from $19.3800 to $19.6650 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. F2 · balance_after: Consists of (i) 132,500 shares held directly and (ii) 62,096 shares of restricted stock that vest in equal annual installments over a period of five years from November 30, 2021, the date of grant. Read SEC document |
| April 01, 2022 Filed Apr 2, 2022 00:48 UTC | OneWater Marine Inc. ONEW · Entity 2215 | GrantClass A common stock, par value $0.01 | 1,124 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-22-012739 · form4.xml · nonDerivative · entry 1 Shell Greg Allen Sr. · CIK 0001825702 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,124 F1 · kind: Award of restricted stock units pursuant to the OneWater Marine Inc. 2020 Omnibus Incentive Plan. The award vests on September 30, 2022, subject to the recipient's continued service as a director of OneWater Marine Inc. through such vesting date. Read SEC document |
| November 30, 2021 Filed Dec 2, 2021 21:06 UTC | Eastern Bankshares, Inc. EBC · Entity 448 | GrantCommon Stock | 62,096 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-21-046576 · doc4.xml · nonDerivative · entry 1 Shell Greg Allen Sr. · CIK 0001825702 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 234,596 F1 · shares: These shares represent restricted stock that was granted under and pursuant to Section 3.3(b) of the Issuer's Eastern Bankshares, Inc. 2021 Equity Incentive Plan. This restricted stock is scheduled to vest pro-rata on an annual basis over a five-year period. Read SEC document |
| October 15, 2021 Filed Oct 19, 2021 20:05 UTC | Eastern Bankshares, Inc. EBC · Entity 448 | SaleCommon Stock | 27,500 | $21.09 | $579,986.00 |
DisclosureSEC source: 0000899243-21-040610 · doc4.xml · nonDerivative · entry 1 Shell Greg Allen Sr. · CIK 0001825702 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 172,500 F1 · kind: The transaction reported on this Form 4 were executed pursuant to a Rule 10b5-1 trading plan adopted September 14, 2021. F2 · price: Represents the weighted average sale price. The actual sales prices range from $20.7950 to $21.2700 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. Read SEC document |
| October 14, 2020 Filed Oct 16, 2020 21:32 UTC | Eastern Bankshares, Inc. EBC · Entity 448 | PurchaseCommon Stock | 200,000 | $10.00 | $2,000,000.00 |
DisclosureSEC source: 0001209191-20-055113 · doc4.xml · nonDerivative · entry 1 Shell Greg Allen Sr. · CIK 0001825702 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 200,000 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.