Reported relationships
Latest disclosed role at each company.
No relationships currently tracked through insider filings.
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.
No balances currently tracked through insider filings.
Past disclosures · reporting ended (3)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
Blue Hills Bancorp, Inc.
Report date April 01, 2019 · Filed April 01, 2019
Section 16 reporting ended · disclosed 2019-04-01. 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 |
Last balance in matching sequence
After 2019-04-01 transaction · row 2
Source-order balances reconcile. Account continuity and personal attribution are not independently verified.
2 source rowsRow 1 · 2019-04-01 · Tax withholding · Disposed 35,560 · Balance 233,870 F3: All unvested shares of restricted stock automatically vest in full at the Effective Time (as defined in the Agreement and Plan of Merger dated September 20, 2018, by and among Buyer, Rockland Trust Company, the Issuer, and Blue Hills Bank, to the extent not previously forfeited, and shall be considered outstanding shares of common stock entitled to receive the Merger Consideration. Row 2 · 2019-04-01 · Other · Disposed 233,870 · Balance 0 F1: Each share of Issuer common stock was converted into and became exchangeable for the right to receive (i) $5.25 in cash and (ii) 0.2308 shares of Independent Bank Corp. ("Buyer") common stock. F3: All unvested shares of restricted stock automatically vest in full at the Effective Time (as defined in the Agreement and Plan of Merger dated September 20, 2018, by and among Buyer, Rockland Trust Company, the Issuer, and Blue Hills Bank, to the extent not previously forfeited, and shall be considered outstanding shares of common stock entitled to receive the Merger Consideration. |
| Common StockSEC Table I · non-derivative | IndirectBy IRA | 0 |
Reported balance
After 2019-04-01 transaction · row 3
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 3 · 2019-04-01 · Other · Disposed 3,650 · Balance 0 F1: Each share of Issuer common stock was converted into and became exchangeable for the right to receive (i) $5.25 in cash and (ii) 0.2308 shares of Independent Bank Corp. ("Buyer") common stock. |
| Common StockSEC Table I · non-derivative | IndirectBy 401(k) | 0 |
Reported balance
After 2019-04-01 transaction · row 4
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 4 · 2019-04-01 · Other · Disposed 16,823 · Balance 0 F1: Each share of Issuer common stock was converted into and became exchangeable for the right to receive (i) $5.25 in cash and (ii) 0.2308 shares of Independent Bank Corp. ("Buyer") common stock. F4: Reflects transactions not required to be reported pursuant to Section 16 of the Securities Exchange Act of 1934, as amended. |
| Common StockSEC Table I · non-derivative | IndirectBy ESOP | 0 |
Reported balance
After 2019-04-01 transaction · row 5
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 5 · 2019-04-01 · Other · Disposed 5,705 · Balance 0 F1: Each share of Issuer common stock was converted into and became exchangeable for the right to receive (i) $5.25 in cash and (ii) 0.2308 shares of Independent Bank Corp. ("Buyer") common stock. F4: Reflects transactions not required to be reported pursuant to Section 16 of the Securities Exchange Act of 1934, as amended. |
| Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $14.07 · Expires 2025-10-07 | Direct | 0 |
Reported balance
After 2019-04-01 transaction · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · 2019-04-01 · Other · Disposed 130,000 · Balance 0 F2: Each option to purchase Issuer common stock, whether vested or unvested, automatically converted to the right to receive a cash payment equal to (i) the number of shares of Issuer common stock provided for in such option and (ii) the excess, if any, of $26.25 over the exercise price per share of Issuer common stock provided for in such option, which cash payment shall be made without interest and shall be net of all applicable withholding taxes. |
Filing footnotes · ownership attribution and instrument terms
F1: Each share of Issuer common stock was converted into and became exchangeable for the right to receive (i) $5.25 in cash and (ii) 0.2308 shares of Independent Bank Corp. ("Buyer") common stock.
F2: Each option to purchase Issuer common stock, whether vested or unvested, automatically converted to the right to receive a cash payment equal to (i) the number of shares of Issuer common stock provided for in such option and (ii) the excess, if any, of $26.25 over the exercise price per share of Issuer common stock provided for in such option, which cash payment shall be made without interest and shall be net of all applicable withholding taxes.
F3: All unvested shares of restricted stock automatically vest in full at the Effective Time (as defined in the Agreement and Plan of Merger dated September 20, 2018, by and among Buyer, Rockland Trust Company, the Issuer, and Blue Hills Bank, to the extent not previously forfeited, and shall be considered outstanding shares of common stock entitled to receive the Merger Consideration.
F4: Reflects transactions not required to be reported pursuant to Section 16 of the Securities Exchange Act of 1934, as amended.
INDEPENDENT BANK CORP
Report date January 16, 2020 · Filed February 11, 2020
Section 16 reporting ended · disclosed 2020-02-11. Current position is not established by this disclosure.
No balance rows disclosed in this filing.
Randolph Bancorp, Inc.
Report date October 07, 2022 · Filed October 07, 2022
Section 16 reporting ended · disclosed 2022-10-07. 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 2022-10-07 transaction · row 1
1 source rowRow 1 · 2022-10-07 · Other · Disposed 17,641 · Balance 0 F1: Each share of Issuer common stock, whether vested and unvested, were converted into the right to receive $27.00 in cash pursuant to the Agreement and Plan of Merger by and among Hometown Financial Group, MHC, Hometown Financial Group, Inc., Hometown Financial Acquisition Corp. and the Issuer (the "Merger Agreement"). |
| Common StockSEC Table I · non-derivative | IndirectBy IRA | 0 |
Reported balance
After 2022-10-07 transaction · row 2
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 2 · 2022-10-07 · Other · Disposed 30,964 · Balance 0 F1: Each share of Issuer common stock, whether vested and unvested, were converted into the right to receive $27.00 in cash pursuant to the Agreement and Plan of Merger by and among Hometown Financial Group, MHC, Hometown Financial Group, Inc., Hometown Financial Acquisition Corp. and the Issuer (the "Merger Agreement"). |
| Common StockSEC Table I · non-derivative | IndirectESOP | 0 |
Reported balance
After 2022-10-07 transaction · row 3
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 3 · 2022-10-07 · Other · Disposed 158 · Balance 0 F1: Each share of Issuer common stock, whether vested and unvested, were converted into the right to receive $27.00 in cash pursuant to the Agreement and Plan of Merger by and among Hometown Financial Group, MHC, Hometown Financial Group, Inc., Hometown Financial Acquisition Corp. and the Issuer (the "Merger Agreement"). F2: Reflects transactions not required to be reported pursuant to Section 16 of the Securities Exchange Act of 1934, as amended. |
| Performance Restricted Stock UnitSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2022-10-07 transaction · row 4
1 source rowRow 4 · 2022-10-07 · Other · Disposed 5,625 · Balance 0 F3: Each performance restricted stock unit, which represents a contingent right to receive Issuer common stock, was deemed vested at the target level and became exchangeable for the right to receive $27.00 in cash pursuant to the terms of the Merger Agreement. |
| Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $11.48 · Expires 2030-08-12 | Direct | 0 |
Reported balance
After 2022-10-07 transaction · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · 2022-10-07 · Other · Disposed 65,000 · Balance 0 F4: Each option to purchase Issuer common stock, whether vested or unvested, automatically converted to the right to receive a cash payment equal to (i) the number of shares of Issuer common stock provided for in such option and (ii) the excess, if any, of $27.00 over the exercise price per share of Issuer common stock provided for in such option, which cash payment shall be made without interest and shall be net of all applicable withholding taxes. |
| Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $8.78 · Expires 2030-03-31 | Direct | 0 |
Reported balance
After 2022-10-07 transaction · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · 2022-10-07 · Other · Disposed 29,412 · Balance 0 F4: Each option to purchase Issuer common stock, whether vested or unvested, automatically converted to the right to receive a cash payment equal to (i) the number of shares of Issuer common stock provided for in such option and (ii) the excess, if any, of $27.00 over the exercise price per share of Issuer common stock provided for in such option, which cash payment shall be made without interest and shall be net of all applicable withholding taxes. |
Filing footnotes · ownership attribution and instrument terms
F1: Each share of Issuer common stock, whether vested and unvested, were converted into the right to receive $27.00 in cash pursuant to the Agreement and Plan of Merger by and among Hometown Financial Group, MHC, Hometown Financial Group, Inc., Hometown Financial Acquisition Corp. and the Issuer (the "Merger Agreement").
F2: Reflects transactions not required to be reported pursuant to Section 16 of the Securities Exchange Act of 1934, as amended.
F3: Each performance restricted stock unit, which represents a contingent right to receive Issuer common stock, was deemed vested at the target level and became exchangeable for the right to receive $27.00 in cash pursuant to the terms of the Merger Agreement.
F4: Each option to purchase Issuer common stock, whether vested or unvested, automatically converted to the right to receive a cash payment equal to (i) the number of shares of Issuer common stock provided for in such option and (ii) the excess, if any, of $27.00 over the exercise price per share of Issuer common stock provided for in such option, which cash payment shall be made without interest and shall be net of all applicable withholding taxes.
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 |
|---|---|---|---|---|---|---|
| April 01, 2019 Filed Apr 3, 2019 20:46 UTC | INDEPENDENT BANK CORP INDB · Entity 4081 | GrantCommon Stock | 54,730 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000776901-19-000137 · wf-form4_155432433809791.xml · nonDerivative · entry 1 Parent William M · CIK 0001429021 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 54,730 F1 · price: Shares issued in exchange for approximately 237,140 shares of Blue Hills Bancorp, Inc. common stock in connection with the merger of Blue Hills Bancorp, Inc. with and into Independent Bank Corp. F2 · price: On the last trading day prior to the effective date of the merger, the closing price of Blue Hills Bancorp, Inc. common stock was $23.90 per share, and the closing price of Independent Bank Corp.'s common stock was $81.01 per share. Read SEC document |
| March 19, 2019 Filed Mar 21, 2019 14:37 UTC | Blue Hills Bancorp, Inc. BHBK · Entity 122087 | Tax withholdingCommon Stock | 1,778 | $23.38 | $41,569.64 |
DisclosureSEC source: 0001593968-19-000828 · primary_01.xml · nonDerivative · entry 2 Parent William M · CIK 0001429021 · President + CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 269,430 F2 · balance_after: Reflects transactions not required to be reported pursuant to Section 16 of the Securities Exchange Act of 1934, as amended. F3 · balance_after: Some of these securities vest every year (at anniversary)over the next 5 years starting with the first vesting in 2016. Read SEC document |
| March 19, 2019 Filed Mar 21, 2019 14:37 UTC | Blue Hills Bancorp, Inc. BHBK · Entity 122087 | Disposition to issuerCommon Stock | 4,000 | $23.38 | $93,520.00 |
DisclosureSEC source: 0001593968-19-000828 · primary_01.xml · nonDerivative · entry 1 Parent William M · CIK 0001429021 · President + CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 271,208 F1 · shares: On October 7, 2015, 40,000 shares of restricted stock were granted subject to reaching certain performance goals each year over the 5-year vesting period. On March 19, 2019, 50% of the second performance goal was met and 4,000 of the 8,000 shares due to vest were awarded. The remaining 4,000 shares were forfeited. F2 · balance_after: Reflects transactions not required to be reported pursuant to Section 16 of the Securities Exchange Act of 1934, as amended. F3 · balance_after: Some of these securities vest every year (at anniversary)over the next 5 years starting with the first vesting in 2016. Read SEC document |
| December 17, 2018 Filed Dec 19, 2018 13:13 UTC | Blue Hills Bancorp, Inc. BHBK · Entity 122087 | Exercise / conversionOptions · Derivative | 56,000 | $14.07 Strike: $14.07 | $787,920.00 |
DisclosureSEC source: 0001593968-18-001611 · primary_01.xml · derivative · entry 5 Parent William M · CIK 0001429021 · President + CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 130,000 Underlying: Common Stock · 56,000 shares Expires 2025-10-07 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. F3 · derivative.exercise_date: These awards vest every year (at anniversary) over the next 5 years starting with the first vesting in 2016 Read SEC document |
| December 17, 2018 Filed Dec 19, 2018 13:13 UTC | Blue Hills Bancorp, Inc. BHBK · Entity 122087 | Exercise / conversionCommon Stock | 10,947 | $14.07 | $154,024.29 |
DisclosureSEC source: 0001593968-18-001611 · primary_01.xml · nonDerivative · entry 1 Parent William M · CIK 0001429021 · President + CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 275,208 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 · balance_after: Reflects transactions not required to be reported pursuant to Section 16 of the Securities Exchange Act of 1934, as amended. F2 · balance_after: Some of these securities vest every year (at anniversary)over the next 5 years starting with the first vesting in 2016. Read SEC document |
| December 13, 2018 Filed Dec 17, 2018 15:24 UTC | Blue Hills Bancorp, Inc. BHBK · Entity 122087 | Exercise / conversionOptions · Derivative | 214,000 | $14.07 Strike: $14.07 | $3,010,980.00 |
DisclosureSEC source: 0001593968-18-001598 · primary_01.xml · derivative · entry 5 Parent William M · CIK 0001429021 · President + CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 186,000 Underlying: Common Stock · 214,000 shares Expires 2025-10-07 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. F3 · derivative.exercise_date: These awards vest every year (at anniversary) over the next 5 years starting with the first vesting in 2016 Read SEC document |
| December 13, 2018 Filed Dec 17, 2018 15:24 UTC | Blue Hills Bancorp, Inc. BHBK · Entity 122087 | Exercise / conversionCommon Stock | 50,322 | $14.07 | $708,030.54 |
DisclosureSEC source: 0001593968-18-001598 · primary_01.xml · nonDerivative · entry 1 Parent William M · CIK 0001429021 · President + CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 264,261 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 · balance_after: Reflects transactions not required to be reported pursuant to Section 16 of the Securities Exchange Act of 1934, as amended. F2 · balance_after: Some of these securities vest every year (at anniversary)over the next 5 years starting with the first vesting in 2016. Read SEC document |
| October 07, 2018 Filed Oct 10, 2018 18:34 UTC | Blue Hills Bancorp, Inc. BHBK · Entity 122087 | Tax withholdingCommon Stock | 10,384 | $24.29 | $252,227.36 |
DisclosureSEC source: 0001593968-18-001326 · primary_01.xml · nonDerivative · entry 1 Parent William M · CIK 0001429021 · President + CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 213,939 F1 · security: RSA with 5 years vesting schedule F2 · balance_after: Reflects transactions not required to be reported pursuant to Section 16 of the Securities Exchange Act of 1934, as amended. F3 · balance_after: Some of these securities vest every year (at anniversary)over the next 5 years starting with the first vesting in 2016. Read SEC document |
| March 21, 2018 Filed Mar 23, 2018 19:31 UTC | Blue Hills Bancorp, Inc. BHBK · Entity 122087 | Tax withholdingCommon Stock | 1,767 | $20.25 | $35,781.75 |
DisclosureSEC source: 0001593968-18-000623 · primary_01.xml · nonDerivative · entry 2 Parent William M · CIK 0001429021 · President + CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 224,323 F2 · balance_after: Reflects transactions not required to be reported pursuant to Section 16 of the Securities Exchange Act of 1934, as amended. F3 · balance_after: Some of these securities vest every year (at anniversary)over the next 5 years starting with the first vesting in 2016. Read SEC document |
| March 21, 2018 Filed Mar 23, 2018 19:31 UTC | Blue Hills Bancorp, Inc. BHBK · Entity 122087 | Disposition to issuerCommon Stock | 2,000 | $20.25 | $40,500.00 |
DisclosureSEC source: 0001593968-18-000623 · primary_01.xml · nonDerivative · entry 1 Parent William M · CIK 0001429021 · President + CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 226,090 F1 · shares: On October 7, 2015, 40,000 shares of restricted stock were granted subject to reaching certain performance goals each year over the 5-year vesting period. On March 21, 2018, 75% of the second performance goal was met and 6,000 of the 8,000 shares due to vest were awarded. The remaining 2,000 shares were forfeited. F2 · balance_after: Reflects transactions not required to be reported pursuant to Section 16 of the Securities Exchange Act of 1934, as amended. F3 · balance_after: Some of these securities vest every year (at anniversary)over the next 5 years starting with the first vesting in 2016. Read SEC document |
| October 07, 2017 Filed Oct 11, 2017 17:31 UTC | Blue Hills Bancorp, Inc. BHBK · Entity 122087 | Tax withholdingCommon Stock | 15,056 | $20.25 | $304,884.00 |
DisclosureSEC source: 0001593968-17-001135 · primary_01.xml · nonDerivative · entry 1 Parent William M · CIK 0001429021 · President + CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 226,806 F1 · security: RSA with 5 years vesting schedule F2 · balance_after: Reflects transactions not required to be reported pursuant to Section 16 of the Securities Exchange Act of 1934, as amended. F3 · balance_after: Some of these securities vest every year (at anniversary)over the next 5 years starting with the first vesting in 2016. Read SEC document |
| March 17, 2017 Filed Mar 21, 2017 17:22 UTC | Blue Hills Bancorp, Inc. BHBK · Entity 122087 | Disposition to issuerCommon Stock | 2,000 | $18.15 | $36,300.00 |
DisclosureSEC source: 0001593968-17-000463 · primary_01.xml · nonDerivative · entry 2 Parent William M · CIK 0001429021 · President + CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 241,862 F3 · shares: On October 7, 2015, 40,000 shares of restricted stock were granted subject to reaching certain performance goals each year over the 5-year vesting period. On March 17, 2017, 75% of the first performance goal was met and 6,000 of the 8,000 shares due to vest were awarded. The remaining 2,000 shares were forfeited F1 · balance_after: Reflects transactions not required to be reported pursuant to Section 16 of the Securities Exchange Act of 1934, as amended. F2 · balance_after: Some of these securities vest every year (at anniversary)over the next 5 years starting with the first vesting in 2016. Read SEC document |
| March 17, 2017 Filed Mar 21, 2017 17:22 UTC | Blue Hills Bancorp, Inc. BHBK · Entity 122087 | Tax withholdingCommon Stock | 1,947 | $18.15 | $35,338.05 |
DisclosureSEC source: 0001593968-17-000463 · primary_01.xml · nonDerivative · entry 1 Parent William M · CIK 0001429021 · President + CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 243,862 F1 · balance_after: Reflects transactions not required to be reported pursuant to Section 16 of the Securities Exchange Act of 1934, as amended. F2 · balance_after: Some of these securities vest every year (at anniversary)over the next 5 years starting with the first vesting in 2016. Read SEC document |
| October 07, 2016 Filed Oct 11, 2016 18:30 UTC | Blue Hills Bancorp, Inc. BHBK · Entity 122087 | Tax withholdingCommon Stock | 10,384 | $14.76 | $153,267.84 |
DisclosureSEC source: 0001593968-16-001126 · primary_01.xml · nonDerivative · entry 1 Parent William M · CIK 0001429021 · President + CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 245,660 F1 · balance_after: Some of these securities vest every year (at anniversary)over the next 5 years starting with the first vesting in 2016. 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.