Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Eastern Bankshares, Inc.EBC · Entity 448 | CEO, Eastern Insurance Group | October 14, 2020 | October 05, 2021 |
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 October 14, 2020 · Filed October 05, 2021 · Amendment
Amendment: balances below belong to this corrected disclosure, not necessarily a complete replacement of earlier positions.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 36,000 |
Reported balance
After 2020-10-14 transaction · row 1
Amendment: may correct only part of an earlier disclosure.
1 source rowRow 1 · 2020-10-14 · Purchase · Acquired 36,000 · Balance 36,000 F1: Held in joint tenancy with spouse |
| Common StockSEC Table I · non-derivative | IndirectBy 401(k) | 14,000 |
Reported balance
After 2020-10-14 transaction · row 2
Amendment: may correct only part of an earlier disclosure.
1 source rowRow 2 · 2020-10-14 · Purchase · Acquired 14,000 · Balance 14,000 F2: This amendment to the reporting person's previously filed Form 4 is being filed solely to reflect that 14,000 shares purchased by the reporting person on 10/14/2020 are indirectly held by a 401(k) Plan, and not by an IRA (as previously reported). |
Filing footnotes · ownership attribution and instrument terms
F1: Held in joint tenancy with spouse
F2: This amendment to the reporting person's previously filed Form 4 is being filed solely to reflect that 14,000 shares purchased by the reporting person on 10/14/2020 are indirectly held by a 401(k) Plan, and not by an IRA (as previously reported).
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 |
|---|---|---|---|---|---|---|
| October 14, 2020 Filed Oct 16, 2020 21:45 UTC | Eastern Bankshares, Inc. EBC · Entity 448 | PurchaseCommon Stock | 14,000 | $10.00 | $140,000.00 |
DisclosureSEC source: 0001209191-20-055129 · doc4.xml · nonDerivative · entry 2 Koegel John Francis · CIK 0001826994 · CEO, Eastern Insurance Group 10b5-1 filing: Not disclosed Ownership: Indirect · By IRA Disclosed balance after: 14,000 Read SEC document |
| October 14, 2020 Filed Oct 16, 2020 21:45 UTC | Eastern Bankshares, Inc. EBC · Entity 448 | PurchaseCommon Stock | 36,000 | $10.00 | $360,000.00 |
DisclosureSEC source: 0001209191-20-055129 · doc4.xml · nonDerivative · entry 1 Koegel John Francis · CIK 0001826994 · CEO, Eastern Insurance Group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 36,000 F1 · ownership.direct: Held in joint tenancy with spouse Read SEC document |
| October 14, 2020 Filed Oct 5, 2021 20:15 UTC Amendment | Eastern Bankshares, Inc. EBC · Entity 448 | PurchaseCommon Stock | 14,000 | $10.00 | $140,000.00 |
DisclosureSEC source: 0000899243-21-039184 · doc4a.xml · nonDerivative · entry 2 Koegel John Francis · CIK 0001826994 · CEO, Eastern Insurance Group 10b5-1 filing: Not disclosed Ownership: Indirect · By 401(k) Disclosed balance after: 14,000 F2 · ownership.nature: This amendment to the reporting person's previously filed Form 4 is being filed solely to reflect that 14,000 shares purchased by the reporting person on 10/14/2020 are indirectly held by a 401(k) Plan, and not by an IRA (as previously reported). Read SEC document |
| October 14, 2020 Filed Oct 5, 2021 20:15 UTC Amendment | Eastern Bankshares, Inc. EBC · Entity 448 | PurchaseCommon Stock | 36,000 | $10.00 | $360,000.00 |
DisclosureSEC source: 0000899243-21-039184 · doc4a.xml · nonDerivative · entry 1 Koegel John Francis · CIK 0001826994 · CEO, Eastern Insurance Group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 36,000 F1 · ownership.direct: Held in joint tenancy with spouse 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.