Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Eastern Bankshares, Inc.EBC · Entity 448 | Director | August 25, 2026 | August 26, 2026 |
| HarborOne Bancorp, Inc.HONE · Entity 73670 | Director · President and CEO | November 01, 2025 | November 03, 2025 |
| HarborOne Bancorp, Inc./OLDHONE · Entity 129609 | Director · President and COO | February 27, 2019 | March 01, 2019 |
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 August 25, 2026 · Filed August 26, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | IndirectTraditional IRA | 60,301 |
Reported balance
After 2026-08-25 transaction · row 3
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 3 · 2026-08-25 · Sale · Disposed 1,778 · Balance 60,301 F1: Sale of shares executed on August 25, 2026 pursuant to Reporting Person's 10b5-1 plan. |
| Common StockSEC Table I · non-derivative | Direct | 3,883 |
Reported balance
Holding disclosure · report date 2026-08-25 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 3,883 |
| Common StockSEC Table I · non-derivative | IndirectBy Trust | 227,234 |
Reported balance
Holding disclosure · report date 2026-08-25 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 227,234 |
| Common StockSEC Table I · non-derivative | IndirectRoth IRA | 2,282 |
Reported balance
Holding disclosure · report date 2026-08-25 · row 4
Holding and transaction disclosures are not merged.
1 source rowRow 4 · Balance 2,282 |
Filing footnotes · ownership attribution and instrument terms
F1: Sale of shares executed on August 25, 2026 pursuant to Reporting Person's 10b5-1 plan.
HarborOne Bancorp, Inc.
Report date November 01, 2025 · Filed November 03, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 0 |
Ending reported balance
After 2025-11-01 transaction · row 3
2 source rows · reconciled sequenceRow 1 · 2025-11-01 · Grant · Acquired 43,309 · Balance 254,585 F1: Pursuant to the merger agreement, dated as of April 24, 2025, by and among Eastern Bankshares, Inc. ("Eastern"), Eastern Bank, HarborOne Bancorp, Inc. ("HarborOne"), and HarborOne Bank (the "Merger Agreement"), each outstanding performance unit vested at the target level of performance. Row 3 · 2025-11-01 · Disposition to issuer · Disposed 254,585 · Balance 0 F2: Pursuant to the Merger Agreement, each share of HarborOne common stock was converted into the right to receive, at the election of the holder, either (i) $12.00 in cash or (ii) 0.765 shares of Eastern common stock (the "Exchange Ratio"), subject to certain proration provisions contained in the Merger Agreement. |
| Common StockSEC Table I · non-derivative | IndirectBy Spouse | 0 |
Reported balance
After 2025-11-01 transaction · row 2
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 2 · 2025-11-01 · Disposition to issuer · Disposed 139,780 · Balance 0 F2: Pursuant to the Merger Agreement, each share of HarborOne common stock was converted into the right to receive, at the election of the holder, either (i) $12.00 in cash or (ii) 0.765 shares of Eastern common stock (the "Exchange Ratio"), subject to certain proration provisions contained in the Merger Agreement. |
| Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $8.98 · Expires 2029-02-26 | Direct | 0 |
Reported balance
After 2025-11-01 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2025-11-01 · Other · Disposed 155,487 · Balance 0 F3: Pursuant to the Merger Agreement, each outstanding and unexercised option to purchase shares of HarborOne common stock was converted into an option to purchase shares of Eastern common stock. As further described in the Merger Agreement, the number of underlying shares of resulting Eastern common stock subject to such options and the related exercise price were adjusted by the Exchange Ratio. |
| Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $9.79 · Expires 2028-11-25 | Direct | 0 |
Reported balance
After 2025-11-01 transaction · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · 2025-11-01 · Other · Disposed 133,219 · Balance 0 F3: Pursuant to the Merger Agreement, each outstanding and unexercised option to purchase shares of HarborOne common stock was converted into an option to purchase shares of Eastern common stock. As further described in the Merger Agreement, the number of underlying shares of resulting Eastern common stock subject to such options and the related exercise price were adjusted by the Exchange Ratio. |
| Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $10.23 · Expires 2027-08-15 | Direct | 0 |
Reported balance
After 2025-11-01 transaction · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · 2025-11-01 · Other · Disposed 133,219 · Balance 0 F3: Pursuant to the Merger Agreement, each outstanding and unexercised option to purchase shares of HarborOne common stock was converted into an option to purchase shares of Eastern common stock. As further described in the Merger Agreement, the number of underlying shares of resulting Eastern common stock subject to such options and the related exercise price were adjusted by the Exchange Ratio. |
Filing footnotes · ownership attribution and instrument terms
F1: Pursuant to the merger agreement, dated as of April 24, 2025, by and among Eastern Bankshares, Inc. ("Eastern"), Eastern Bank, HarborOne Bancorp, Inc. ("HarborOne"), and HarborOne Bank (the "Merger Agreement"), each outstanding performance unit vested at the target level of performance.
F2: Pursuant to the Merger Agreement, each share of HarborOne common stock was converted into the right to receive, at the election of the holder, either (i) $12.00 in cash or (ii) 0.765 shares of Eastern common stock (the "Exchange Ratio"), subject to certain proration provisions contained in the Merger Agreement.
F3: Pursuant to the Merger Agreement, each outstanding and unexercised option to purchase shares of HarborOne common stock was converted into an option to purchase shares of Eastern common stock. As further described in the Merger Agreement, the number of underlying shares of resulting Eastern common stock subject to such options and the related exercise price were adjusted by the Exchange Ratio.
HarborOne Bancorp, Inc./OLD
Report date February 27, 2019 · Filed March 01, 2019
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Stock Options (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $16.12 · Expires 2029-02-26 | Direct | 86,602 |
Reported balance
After 2019-02-27 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2019-02-27 · Grant · Acquired 86,602 · Balance 86,602 F1: The options vest in three equal annual installments beginning on February 27, 2020. |
Filing footnotes · ownership attribution and instrument terms
F1: The options vest in three equal annual installments beginning on February 27, 2020.
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 |
|---|---|---|---|---|---|---|
| August 25, 2026 Filed Aug 26, 2026 20:15 UTC | Eastern Bankshares, Inc. EBC · Entity 448 | SaleCommon Stock | 1,778 | $22.69 | $40,342.82 |
DisclosureSEC source: 0001193125-26-368532 · ownership.xml · nonDerivative · entry 3 CASEY JOSEPH F · CIK 0001221397 · Director 10b5-1 filing: Plan reported Ownership: Indirect · Traditional IRA Disclosed balance after: 60,301 F1 · shares: Sale of shares executed on August 25, 2026 pursuant to Reporting Person's 10b5-1 plan. Read SEC document |
| August 24, 2026 Filed Aug 25, 2026 20:15 UTC | Eastern Bankshares, Inc. EBC · Entity 448 | SaleCommon Stock | 10,000 | $22.72 | $227,200.00 |
DisclosureSEC source: 0001193125-26-365149 · ownership.xml · nonDerivative · entry 3 CASEY JOSEPH F · CIK 0001221397 · Director 10b5-1 filing: Plan reported Ownership: Indirect · Traditional IRA Disclosed balance after: 62,079 F1 · shares: Sale of shares executed on August 24, 2026 pursuant to Reporting Person's 10b5-1 plan. Read SEC document |
| August 21, 2026 Filed Aug 24, 2026 20:15 UTC | Eastern Bankshares, Inc. EBC · Entity 448 | SaleCommon Stock | 10,000 | $22.96 | $229,600.00 |
DisclosureSEC source: 0001193125-26-363609 · ownership.xml · nonDerivative · entry 3 CASEY JOSEPH F · CIK 0001221397 · Director 10b5-1 filing: Plan reported Ownership: Indirect · Traditional IRA Disclosed balance after: 72,079 F1 · shares: Sale of shares executed on August 21, 2026 pursuant to Reporting Person's 10b5-1 plan. Read SEC document |
| August 20, 2026 Filed Aug 21, 2026 20:15 UTC | Eastern Bankshares, Inc. EBC · Entity 448 | SaleCommon Stock | 10,000 | $22.88 | $228,800.00 |
DisclosureSEC source: 0001193125-26-361117 · ownership.xml · nonDerivative · entry 3 CASEY JOSEPH F · CIK 0001221397 · Director 10b5-1 filing: Plan reported Ownership: Indirect · Traditional IRA Disclosed balance after: 82,079 F1 · shares: Sale of shares executed on August 20, 2026 pursuant to Reporting Person's 10b5-1 plan. Read SEC document |
| August 19, 2026 Filed Aug 20, 2026 20:15 UTC | Eastern Bankshares, Inc. EBC · Entity 448 | SaleCommon Stock | 10,000 | $23.62 | $236,200.00 |
DisclosureSEC source: 0001193125-26-359208 · ownership.xml · nonDerivative · entry 3 CASEY JOSEPH F · CIK 0001221397 · Director 10b5-1 filing: Plan reported Ownership: Indirect · Traditional IRA Disclosed balance after: 92,079 F1 · shares: Sale of shares executed on August 19, 2026 pursuant to Reporting Person's 10b5-1 plan. Read SEC document |
| May 18, 2026 Filed May 20, 2026 20:15 UTC | Eastern Bankshares, Inc. EBC · Entity 448 | GrantCommon Stock | 3,883 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-232603 · ownership.xml · nonDerivative · entry 1 CASEY JOSEPH F · CIK 0001221397 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,883 F1 · shares: These shares represent restricted stock that was granted under the Issuer's 2021 Equity Incentive Plan pursuant to the terms of such plan. This restricted stock is scheduled to vest in full on the anniversary of the grant date of May 18, 2026. Read SEC document |
| November 26, 2025 Filed Dec 1, 2025 21:05 UTC | Eastern Bankshares, Inc. EBC · Entity 448 | Exercise / conversionStock Option (Right to Buy) · Derivative | 101,912 | $0.00 Strike: $13.38 | $0.00 |
DisclosureSEC source: 0001193125-25-303858 · ownership.xml · derivative · entry 11 CASEY JOSEPH F · CIK 0001221397 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 101,912 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. F3 · derivative.expiration_date: Pursuant to the terms of the Agreement and Plan of Merger dated April 24, 2025 among Eastern Bankshares, Inc. ("Eastern"), Eastern Bank, HarborOne Bancorp, Inc. ("HarborOne"), and HarborOne Bank, upon the merger of HarborOne into Eastern, effective November 1, 2025, the stock option must be exercised no later than February 1, 2026 (i.e., three (3) months from the time reporting person's employment as an executive of HarborOne was terminated). Read SEC document |
| November 26, 2025 Filed Dec 1, 2025 21:05 UTC | Eastern Bankshares, Inc. EBC · Entity 448 | Exercise / conversionStock Option (Right to Buy) · Derivative | 101,912 | $0.00 Strike: $12.80 | $0.00 |
DisclosureSEC source: 0001193125-25-303858 · ownership.xml · derivative · entry 10 CASEY JOSEPH F · CIK 0001221397 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 101,912 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. F3 · derivative.expiration_date: Pursuant to the terms of the Agreement and Plan of Merger dated April 24, 2025 among Eastern Bankshares, Inc. ("Eastern"), Eastern Bank, HarborOne Bancorp, Inc. ("HarborOne"), and HarborOne Bank, upon the merger of HarborOne into Eastern, effective November 1, 2025, the stock option must be exercised no later than February 1, 2026 (i.e., three (3) months from the time reporting person's employment as an executive of HarborOne was terminated). Read SEC document |
| November 26, 2025 Filed Dec 1, 2025 21:05 UTC | Eastern Bankshares, Inc. EBC · Entity 448 | Exercise / conversionStock Option (Right to Buy) · Derivative | 118,947 | $0.00 Strike: $11.74 | $0.00 |
DisclosureSEC source: 0001193125-25-303858 · ownership.xml · derivative · entry 9 CASEY JOSEPH F · CIK 0001221397 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 118,947 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. F3 · derivative.expiration_date: Pursuant to the terms of the Agreement and Plan of Merger dated April 24, 2025 among Eastern Bankshares, Inc. ("Eastern"), Eastern Bank, HarborOne Bancorp, Inc. ("HarborOne"), and HarborOne Bank, upon the merger of HarborOne into Eastern, effective November 1, 2025, the stock option must be exercised no later than February 1, 2026 (i.e., three (3) months from the time reporting person's employment as an executive of HarborOne was terminated). Read SEC document |
| November 26, 2025 Filed Dec 1, 2025 21:05 UTC | Eastern Bankshares, Inc. EBC · Entity 448 | SaleCommon Stock | 322,771 | $19.03 | $6,142,332.13 |
DisclosureSEC source: 0001193125-25-303858 · ownership.xml · nonDerivative · entry 2 CASEY JOSEPH F · CIK 0001221397 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 36,112 F2 · price: Represents the average sales price. The actual sale prices range from $19.00 to $19.16 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 |
| November 26, 2025 Filed Dec 1, 2025 21:05 UTC | Eastern Bankshares, Inc. EBC · Entity 448 | Exercise / conversionCommon Stock | 322,771 | $12.59 | $4,063,686.89 |
DisclosureSEC source: 0001193125-25-303858 · ownership.xml · nonDerivative · entry 1 CASEY JOSEPH F · CIK 0001221397 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 358,883 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 · price: The price reported is a weighted average price of the options tranches exercised. Read SEC document |
| November 01, 2025 Filed Nov 3, 2025 21:55 UTC | HarborOne Bancorp, Inc. HONE · Entity 73670 | OtherStock Option (Right to Buy) · Derivative | 133,219 | $0.00 Strike: $10.23 | $0.00 |
DisclosureSEC source: 0001104659-25-105619 · tm2529949-17_4seq1.xml · derivative · entry 6 CASEY JOSEPH F · CIK 0001221397 · Director · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 133,219 shares Expires 2027-08-15 F3 · kind: Pursuant to the Merger Agreement, each outstanding and unexercised option to purchase shares of HarborOne common stock was converted into an option to purchase shares of Eastern common stock. As further described in the Merger Agreement, the number of underlying shares of resulting Eastern common stock subject to such options and the related exercise price were adjusted by the Exchange Ratio. F3 · derivative.exercise_date: Pursuant to the Merger Agreement, each outstanding and unexercised option to purchase shares of HarborOne common stock was converted into an option to purchase shares of Eastern common stock. As further described in the Merger Agreement, the number of underlying shares of resulting Eastern common stock subject to such options and the related exercise price were adjusted by the Exchange Ratio. Read SEC document |
| November 01, 2025 Filed Nov 3, 2025 21:55 UTC | HarborOne Bancorp, Inc. HONE · Entity 73670 | OtherStock Option (Right to Buy) · Derivative | 133,219 | $0.00 Strike: $9.79 | $0.00 |
DisclosureSEC source: 0001104659-25-105619 · tm2529949-17_4seq1.xml · derivative · entry 5 CASEY JOSEPH F · CIK 0001221397 · Director · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 133,219 shares Expires 2028-11-25 F3 · kind: Pursuant to the Merger Agreement, each outstanding and unexercised option to purchase shares of HarborOne common stock was converted into an option to purchase shares of Eastern common stock. As further described in the Merger Agreement, the number of underlying shares of resulting Eastern common stock subject to such options and the related exercise price were adjusted by the Exchange Ratio. F3 · derivative.exercise_date: Pursuant to the Merger Agreement, each outstanding and unexercised option to purchase shares of HarborOne common stock was converted into an option to purchase shares of Eastern common stock. As further described in the Merger Agreement, the number of underlying shares of resulting Eastern common stock subject to such options and the related exercise price were adjusted by the Exchange Ratio. Read SEC document |
| November 01, 2025 Filed Nov 3, 2025 21:55 UTC | HarborOne Bancorp, Inc. HONE · Entity 73670 | OtherStock Option (Right to Buy) · Derivative | 155,487 | $0.00 Strike: $8.98 | $0.00 |
DisclosureSEC source: 0001104659-25-105619 · tm2529949-17_4seq1.xml · derivative · entry 4 CASEY JOSEPH F · CIK 0001221397 · Director · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 155,487 shares Expires 2029-02-26 F3 · kind: Pursuant to the Merger Agreement, each outstanding and unexercised option to purchase shares of HarborOne common stock was converted into an option to purchase shares of Eastern common stock. As further described in the Merger Agreement, the number of underlying shares of resulting Eastern common stock subject to such options and the related exercise price were adjusted by the Exchange Ratio. F3 · derivative.exercise_date: Pursuant to the Merger Agreement, each outstanding and unexercised option to purchase shares of HarborOne common stock was converted into an option to purchase shares of Eastern common stock. As further described in the Merger Agreement, the number of underlying shares of resulting Eastern common stock subject to such options and the related exercise price were adjusted by the Exchange Ratio. Read SEC document |
| November 01, 2025 Filed Nov 3, 2025 21:55 UTC | HarborOne Bancorp, Inc. HONE · Entity 73670 | Disposition to issuerCommon Stock | 254,585 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001104659-25-105619 · tm2529949-17_4seq1.xml · nonDerivative · entry 3 CASEY JOSEPH F · CIK 0001221397 · Director · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 F2 · price: Pursuant to the Merger Agreement, each share of HarborOne common stock was converted into the right to receive, at the election of the holder, either (i) $12.00 in cash or (ii) 0.765 shares of Eastern common stock (the "Exchange Ratio"), subject to certain proration provisions contained in the Merger Agreement. Read SEC document |
| November 01, 2025 Filed Nov 3, 2025 21:55 UTC | HarborOne Bancorp, Inc. HONE · Entity 73670 | Disposition to issuerCommon Stock | 139,780 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001104659-25-105619 · tm2529949-17_4seq1.xml · nonDerivative · entry 2 CASEY JOSEPH F · CIK 0001221397 · Director · President and CEO 10b5-1 filing: No plan indicated Ownership: Indirect · By Spouse Disclosed balance after: 0 F2 · price: Pursuant to the Merger Agreement, each share of HarborOne common stock was converted into the right to receive, at the election of the holder, either (i) $12.00 in cash or (ii) 0.765 shares of Eastern common stock (the "Exchange Ratio"), subject to certain proration provisions contained in the Merger Agreement. Read SEC document |
| November 01, 2025 Filed Nov 3, 2025 21:55 UTC | HarborOne Bancorp, Inc. HONE · Entity 73670 | GrantCommon Stock | 43,309 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001104659-25-105619 · tm2529949-17_4seq1.xml · nonDerivative · entry 1 CASEY JOSEPH F · CIK 0001221397 · Director · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 254,585 F1 · price: Pursuant to the merger agreement, dated as of April 24, 2025, by and among Eastern Bankshares, Inc. ("Eastern"), Eastern Bank, HarborOne Bancorp, Inc. ("HarborOne"), and HarborOne Bank (the "Merger Agreement"), each outstanding performance unit vested at the target level of performance. Read SEC document |
| March 03, 2025 Filed Mar 4, 2025 22:07 UTC | HarborOne Bancorp, Inc. HONE · Entity 73670 | GrantCommon Stock | 16,178 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-25-007959 · form4.xml · nonDerivative · entry 9 CASEY JOSEPH F · CIK 0001221397 · Director · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 222,893 F5 · shares: Acquisition represents award of restricted stock for no consideration. The restricted stock award vests in three equal annual installments beginning on March 3, 2026. Read SEC document |
| February 28, 2025 Filed Mar 4, 2025 22:07 UTC | HarborOne Bancorp, Inc. HONE · Entity 73670 | Tax withholdingCommon Stock | 333 | $11.50 | $3,829.50 |
DisclosureSEC source: 0001127602-25-007959 · form4.xml · nonDerivative · entry 8 CASEY JOSEPH F · CIK 0001221397 · Director · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 206,715 F3 · shares: Shares withheld by Issuer to cover withholding taxes associated with the vesting of PSU's. Read SEC document |
| February 28, 2025 Filed Mar 4, 2025 22:07 UTC | HarborOne Bancorp, Inc. HONE · Entity 73670 | Exercise / conversionCommon Stock | 1,133 | $11.50 | $13,029.50 |
DisclosureSEC source: 0001127602-25-007959 · form4.xml · nonDerivative · entry 7 CASEY JOSEPH F · CIK 0001221397 · Director · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 207,048 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. F4 · shares: Effective February 28, 2025, the Compensation Committee of the Board of Directors of the Issuer determined that performance-vesting criteria were met over the three-year performance period with regard to an aggregate of 2,182 performance share units ("PSUs") granted on May 19, 2022. Read SEC document |
| February 28, 2025 Filed Mar 4, 2025 22:07 UTC | HarborOne Bancorp, Inc. HONE · Entity 73670 | Tax withholdingCommon Stock | 641 | $11.50 | $7,371.50 |
DisclosureSEC source: 0001127602-25-007959 · form4.xml · nonDerivative · entry 6 CASEY JOSEPH F · CIK 0001221397 · Director · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 205,915 F3 · shares: Shares withheld by Issuer to cover withholding taxes associated with the vesting of PSU's. Read SEC document |
| February 28, 2025 Filed Mar 4, 2025 22:07 UTC | HarborOne Bancorp, Inc. HONE · Entity 73670 | Exercise / conversionCommon Stock | 2,182 | $11.50 | $25,093.00 |
DisclosureSEC source: 0001127602-25-007959 · form4.xml · nonDerivative · entry 5 CASEY JOSEPH F · CIK 0001221397 · Director · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 206,556 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. F2 · shares: Effective February 28, 2025, the Compensation Committee of the Board of Directors of the Issuer determined that performance-vesting criteria were met over the three-year performance period with regard to an aggregate of 2,182 performance share units ("PSUs") granted on March 1, 2022. Read SEC document |
| February 28, 2025 Filed Mar 4, 2025 22:07 UTC | HarborOne Bancorp, Inc. HONE · Entity 73670 | Tax withholdingCommon Stock | 524 | $11.50 | $6,026.00 |
DisclosureSEC source: 0001127602-25-007959 · form4.xml · nonDerivative · entry 4 CASEY JOSEPH F · CIK 0001221397 · Director · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 204,374 F1 · shares: Shares withheld by Issuer to cover withholding taxes associated with the vesting of restricted shares. Read SEC document |
| February 28, 2025 Filed Mar 4, 2025 22:07 UTC | HarborOne Bancorp, Inc. HONE · Entity 73670 | Tax withholdingCommon Stock | 1,008 | $11.50 | $11,592.00 |
DisclosureSEC source: 0001127602-25-007959 · form4.xml · nonDerivative · entry 3 CASEY JOSEPH F · CIK 0001221397 · Director · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 204,898 F1 · shares: Shares withheld by Issuer to cover withholding taxes associated with the vesting of restricted shares. Read SEC document |
| February 28, 2025 Filed Mar 4, 2025 22:07 UTC | HarborOne Bancorp, Inc. HONE · Entity 73670 | Tax withholdingCommon Stock | 1,432 | $11.50 | $16,468.00 |
DisclosureSEC source: 0001127602-25-007959 · form4.xml · nonDerivative · entry 2 CASEY JOSEPH F · CIK 0001221397 · Director · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 205,906 F1 · shares: Shares withheld by Issuer to cover withholding taxes associated with the vesting of restricted shares. Read SEC document |
| February 28, 2025 Filed Mar 4, 2025 22:07 UTC | HarborOne Bancorp, Inc. HONE · Entity 73670 | Tax withholdingCommon Stock | 1,224 | $11.50 | $14,076.00 |
DisclosureSEC source: 0001127602-25-007959 · form4.xml · nonDerivative · entry 1 CASEY JOSEPH F · CIK 0001221397 · Director · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 207,338 F1 · shares: Shares withheld by Issuer to cover withholding taxes associated with the vesting of restricted shares. Read SEC document |
| March 01, 2024 Filed Mar 5, 2024 17:52 UTC | HarborOne Bancorp, Inc. HONE · Entity 73670 | GrantCommon Stock | 14,632 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-24-008415 · form4.xml · nonDerivative · entry 3 CASEY JOSEPH F · CIK 0001221397 · Director · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 238,100 F2 · shares: Acquisition represents award of restricted stock for no consideration. This restricted stock award vests in three equal annual installments beginning on March 1, 2025. Read SEC document |
| March 01, 2024 Filed Mar 5, 2024 17:52 UTC | HarborOne Bancorp, Inc. HONE · Entity 73670 | Exercise / conversionCommon Stock | 17,142 | $10.18 | $174,505.56 |
DisclosureSEC source: 0001127602-24-008415 · form4.xml · nonDerivative · entry 2 CASEY JOSEPH F · CIK 0001221397 · Director · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 223,468 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: Effective March 1, 2024, the Compensation Committee of the Board of Directors of the Issuer determined that performance-vesting criteria were met over the three-year performance period with regard to an aggregate of 17,142 performance share units ("PSUs") granted on March 1, 2021. Read SEC document |
| May 16, 2023 Filed May 16, 2023 21:09 UTC | HarborOne Bancorp, Inc. HONE · Entity 73670 | PurchaseCommon Stock | 2,762 | $7.76 | $21,433.12 |
DisclosureSEC source: 0001127602-23-015764 · form4.xml · nonDerivative · entry 1 CASEY JOSEPH F · CIK 0001221397 · Director · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 316,568 Read SEC document |
| May 04, 2023 Filed May 5, 2023 15:43 UTC | HarborOne Bancorp, Inc. HONE · Entity 73670 | PurchaseCommon Stock | 10,000 | $8.25 | $82,500.00 |
DisclosureSEC source: 0001127602-23-014630 · form4.xml · nonDerivative · entry 1 CASEY JOSEPH F · CIK 0001221397 · Director · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 313,806 Read SEC document |
| March 01, 2023 Filed Mar 2, 2023 20:23 UTC | HarborOne Bancorp, Inc. HONE · Entity 73670 | Tax withholdingCommon Stock | 2,587 | $13.67 | $35,364.29 |
DisclosureSEC source: 0001127602-23-008280 · form4.xml · nonDerivative · entry 2 CASEY JOSEPH F · CIK 0001221397 · Director · President and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 299,273 F2 · shares: Shares withheld by Issuer to cover withholding taxes associated with the vesting of restricted shares. Read SEC document |
| March 01, 2023 Filed Mar 2, 2023 20:23 UTC | HarborOne Bancorp, Inc. HONE · Entity 73670 | GrantCommon Stock | 12,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-23-008280 · form4.xml · nonDerivative · entry 1 CASEY JOSEPH F · CIK 0001221397 · Director · President and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 301,860 F1 · shares: Acquisition represents award of restricted stock for no consideration. This restricted stock award vests in three equal annual installments beginning on March 1, 2024. Read SEC document |
| October 28, 2022 Filed Nov 1, 2022 20:15 UTC | HarborOne Bancorp, Inc. HONE · Entity 73670 | Tax withholdingCommon Stock | 4,124 | $14.61 | $60,251.64 |
DisclosureSEC source: 0001104659-22-113487 · tm2229392-1_4seq1.xml · nonDerivative · entry 1 CASEY JOSEPH F · CIK 0001221397 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 289,360 F1 · shares: Shares withheld by Issuer to cover withholding taxes associated with the vesting of restricted shares. Read SEC document |
| May 19, 2022 Filed Mar 24, 2023 17:04 UTC | HarborOne Bancorp, Inc. HONE · Entity 73670 | GrantCommon Stock | 4,533 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-23-011297 · form4.xml · nonDerivative · entry 1 CASEY JOSEPH F · CIK 0001221397 · Director · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 303,806 F1 · shares: Acquisition represents award of restricted stock for no consideration. This restricted stock award vests in three equal annual installments beginning on March 1, 2023. Read SEC document |
| March 01, 2022 Filed Mar 3, 2022 21:36 UTC | HarborOne Bancorp, Inc. HONE · Entity 73670 | GrantCommon Stock | 8,727 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-22-030048 · tm228276-11_4seq1.xml · nonDerivative · entry 1 CASEY JOSEPH F · CIK 0001221397 · Director · President and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 293,484 F1 · shares: Acquisition represents award of restricted stock for no consideration. This restricted stock award vests in three equal annual installments beginning on March 1, 2023. Read SEC document |
| October 29, 2021 Filed Nov 2, 2021 20:31 UTC | HarborOne Bancorp, Inc. HONE · Entity 73670 | Tax withholdingCommon Stock | 4,124 | $14.30 | $58,973.20 |
DisclosureSEC source: 0001104659-21-133049 · tm2131589-2_4seq1.xml · nonDerivative · entry 1 CASEY JOSEPH F · CIK 0001221397 · Director · President and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 284,757 F1 · shares: Shares withheld by Issuer to cover withholding taxes associated with the vesting of restricted shares. Read SEC document |
| March 01, 2021 Filed Mar 10, 2021 22:02 UTC | HarborOne Bancorp, Inc. HONE · Entity 73670 | GrantCommon Stock | 11,428 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-21-034533 · tm219247-4_4seq1.xml · nonDerivative · entry 1 CASEY JOSEPH F · CIK 0001221397 · Director · President and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 274,863 F1 · shares: Acquisition represents award of restricted stock for no consideration. This restricted stock award vests in three equal annual installments beginning on March 1, 2022. Read SEC document |
| October 29, 2020 Filed Nov 2, 2020 22:28 UTC | HarborOne Bancorp, Inc. HONE · Entity 73670 | GrantCommon Stock | 28,100 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-20-120614 · a4.xml · nonDerivative · entry 1 CASEY JOSEPH F · CIK 0001221397 · Director · President and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 263,453 F1 · shares: Acquisition represents award of restricted stock for no consideration. This restricted stock award vests in two equal annual installments beginning on October 29, 2021. Read SEC document |
| August 17, 2020 Filed Aug 27, 2020 21:02 UTC | HarborOne Bancorp, Inc. HONE · Entity 73670 | Tax withholdingCommon Stock | 17,566 | $9.15 | $160,728.90 |
DisclosureSEC source: 0001104659-20-099658 · a4.xml · nonDerivative · entry 1 CASEY JOSEPH F · CIK 0001221397 · Director · President and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 235,353 F1 · shares: Shares withheld by Issuer to cover withholding taxes associated with the vesting of restricted shares. Read SEC document |
| May 13, 2020 Filed May 14, 2020 13:13 UTC | HarborOne Bancorp, Inc. HONE · Entity 73670 | PurchaseCommon Stock | 3,500 | $7.31 | $25,585.00 |
DisclosureSEC source: 0001104659-20-061236 · a4.xml · nonDerivative · entry 5 CASEY JOSEPH F · CIK 0001221397 · Director · President and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 265,403 Read SEC document |
| May 12, 2020 Filed May 14, 2020 13:13 UTC | HarborOne Bancorp, Inc. HONE · Entity 73670 | PurchaseCommon Stock | 3,500 | $7.51 | $26,285.00 |
DisclosureSEC source: 0001104659-20-061236 · a4.xml · nonDerivative · entry 4 CASEY JOSEPH F · CIK 0001221397 · Director · President and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 261,903 Read SEC document |
| May 12, 2020 Filed May 14, 2020 13:13 UTC | HarborOne Bancorp, Inc. HONE · Entity 73670 | PurchaseCommon Stock | 3,500 | $7.53 | $26,355.00 |
DisclosureSEC source: 0001104659-20-061236 · a4.xml · nonDerivative · entry 3 CASEY JOSEPH F · CIK 0001221397 · Director · President and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 258,403 Read SEC document |
| May 12, 2020 Filed May 14, 2020 13:13 UTC | HarborOne Bancorp, Inc. HONE · Entity 73670 | PurchaseCommon Stock | 2,500 | $7.55 | $18,875.00 |
DisclosureSEC source: 0001104659-20-061236 · a4.xml · nonDerivative · entry 2 CASEY JOSEPH F · CIK 0001221397 · Director · President and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 254,903 Read SEC document |
| May 12, 2020 Filed May 14, 2020 13:13 UTC | HarborOne Bancorp, Inc. HONE · Entity 73670 | PurchaseCommon Stock | 1,000 | $7.57 | $7,570.00 |
DisclosureSEC source: 0001104659-20-061236 · a4.xml · nonDerivative · entry 1 CASEY JOSEPH F · CIK 0001221397 · Director · President and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 252,403 Read SEC document |
| May 05, 2020 Filed May 7, 2020 20:35 UTC | HarborOne Bancorp, Inc. HONE · Entity 73670 | PurchaseCommon Stock | 2,000 | $7.60 | $15,200.00 |
DisclosureSEC source: 0001104659-20-058141 · a4.xml · nonDerivative · entry 1 CASEY JOSEPH F · CIK 0001221397 · Director · President and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 251,403 Read SEC document |
| May 05, 2020 Filed Jul 16, 2020 20:35 UTC Amendment | HarborOne Bancorp, Inc. HONE · Entity 73670 | PurchaseCommon Stock | 16 | $7.57 | $121.12 |
DisclosureSEC source: 0001104659-20-084097 · a4a.xml · nonDerivative · entry 2 CASEY JOSEPH F · CIK 0001221397 · Director · President and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 252,919 Read SEC document |
| May 05, 2020 Filed Jul 16, 2020 20:35 UTC Amendment | HarborOne Bancorp, Inc. HONE · Entity 73670 | PurchaseCommon Stock | 1,500 | $7.65 | $11,475.00 |
DisclosureSEC source: 0001104659-20-084097 · a4a.xml · nonDerivative · entry 1 CASEY JOSEPH F · CIK 0001221397 · Director · President and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 252,903 Read SEC document |
| May 04, 2020 Filed May 5, 2020 21:03 UTC | HarborOne Bancorp, Inc. HONE · Entity 73670 | PurchaseCommon Stock | 2,500 | $7.55 | $18,875.00 |
DisclosureSEC source: 0001104659-20-056964 · a4.xml · nonDerivative · entry 6 CASEY JOSEPH F · CIK 0001221397 · Director · President and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 249,403 Read SEC document |
| May 04, 2020 Filed May 5, 2020 21:03 UTC | HarborOne Bancorp, Inc. HONE · Entity 73670 | PurchaseCommon Stock | 1,000 | $7.57 | $7,570.00 |
DisclosureSEC source: 0001104659-20-056964 · a4.xml · nonDerivative · entry 5 CASEY JOSEPH F · CIK 0001221397 · Director · President and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 246,903 Read SEC document |
| May 04, 2020 Filed May 5, 2020 21:03 UTC | HarborOne Bancorp, Inc. HONE · Entity 73670 | PurchaseCommon Stock | 1,000 | $7.60 | $7,600.00 |
DisclosureSEC source: 0001104659-20-056964 · a4.xml · nonDerivative · entry 4 CASEY JOSEPH F · CIK 0001221397 · Director · President and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 245,903 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.