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 |
|---|---|---|---|---|---|---|
| May 04, 2020 Filed May 5, 2020 21:03 UTC | HarborOne Bancorp, Inc. HONE · Entity 73670 | PurchaseCommon Stock | 850 | $7.63 | $6,485.50 |
DisclosureSEC source: 0001104659-20-056964 · a4.xml · nonDerivative · entry 3 CASEY JOSEPH F · CIK 0001221397 · Director · President and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 244,903 Read SEC document |
| May 04, 2020 Filed May 5, 2020 21:03 UTC | HarborOne Bancorp, Inc. HONE · Entity 73670 | PurchaseCommon Stock | 750 | $7.65 | $5,737.50 |
DisclosureSEC source: 0001104659-20-056964 · a4.xml · nonDerivative · entry 2 CASEY JOSEPH F · CIK 0001221397 · Director · President and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 244,053 Read SEC document |
| May 01, 2020 Filed May 5, 2020 21:03 UTC | HarborOne Bancorp, Inc. HONE · Entity 73670 | PurchaseCommon Stock | 1,500 | $7.76 | $11,640.00 |
DisclosureSEC source: 0001104659-20-056964 · a4.xml · nonDerivative · entry 1 CASEY JOSEPH F · CIK 0001221397 · Director · President and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 243,303 Read SEC document |
| August 14, 2019 Filed Aug 16, 2019 20:45 UTC | HarborOne Bancorp, Inc. HONE · Entity 73670 | OtherStock Option (Right to Buy) · Derivative | 155,487 | $0.00 Strike: $8.98 | $0.00 |
DisclosureSEC source: 0001104659-19-046381 · a4.xml · derivative · entry 5 CASEY JOSEPH F · CIK 0001221397 · Director · President & COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 155,487 Underlying: Common Stock · 155,487 shares Expires 2029-02-26 F3 · kind: Pursuant to the Plan of Conversion of the MHC, each option to purchase shares of common stock of HarborOne Bancorp, Inc. was converted into an option to purchase shares of common stock of new Massachusetts corporation also named HarborOne Bancorp, Inc. (formerly HarborOne NorthEast Bancorp, Inc.) by multiplying the number of shares subject to each option by the 1.79543146 exchange ratio. The exercise price per share of each converted option was determined by dividing the exercise price of the option by the 1.79543146 exchange ratio. F6 · derivative.exercise_date: The options vest in three annual installments starting on February 27, 2020. Read SEC document |
| August 14, 2019 Filed Aug 16, 2019 20:45 UTC | HarborOne Bancorp, Inc. HONE · Entity 73670 | OtherStock Option (Right to Buy) · Derivative | 133,219 | $0.00 Strike: $9.79 | $0.00 |
DisclosureSEC source: 0001104659-19-046381 · a4.xml · derivative · entry 4 CASEY JOSEPH F · CIK 0001221397 · Director · President & COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 133,219 Underlying: Common Stock · 133,219 shares Expires 2028-11-25 F3 · kind: Pursuant to the Plan of Conversion of the MHC, each option to purchase shares of common stock of HarborOne Bancorp, Inc. was converted into an option to purchase shares of common stock of new Massachusetts corporation also named HarborOne Bancorp, Inc. (formerly HarborOne NorthEast Bancorp, Inc.) by multiplying the number of shares subject to each option by the 1.79543146 exchange ratio. The exercise price per share of each converted option was determined by dividing the exercise price of the option by the 1.79543146 exchange ratio. F5 · derivative.exercise_date: The options vest in three annual installments starting on November 26, 2019. Read SEC document |
| August 14, 2019 Filed Aug 16, 2019 20:45 UTC | HarborOne Bancorp, Inc. HONE · Entity 73670 | OtherStock Option (Right to Buy) · Derivative | 133,219 | $0.00 Strike: $10.23 | $0.00 |
DisclosureSEC source: 0001104659-19-046381 · a4.xml · derivative · entry 3 CASEY JOSEPH F · CIK 0001221397 · Director · President & COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 133,219 Underlying: Common Stock · 133,219 shares Expires 2027-08-15 F3 · kind: Pursuant to the Plan of Conversion of the MHC, each option to purchase shares of common stock of HarborOne Bancorp, Inc. was converted into an option to purchase shares of common stock of new Massachusetts corporation also named HarborOne Bancorp, Inc. (formerly HarborOne NorthEast Bancorp, Inc.) by multiplying the number of shares subject to each option by the 1.79543146 exchange ratio. The exercise price per share of each converted option was determined by dividing the exercise price of the option by the 1.79543146 exchange ratio. F4 · derivative.exercise_date: The options vest in three annual installments starting on August 16, 2018. Read SEC document |
| August 14, 2019 Filed Aug 16, 2019 20:45 UTC | HarborOne Bancorp, Inc. HONE · Entity 73670 | GrantCommon Stock | 35,000 | $10.00 | $350,000.00 |
DisclosureSEC source: 0001104659-19-046381 · a4.xml · nonDerivative · entry 2 CASEY JOSEPH F · CIK 0001221397 · Director · President & COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 241,803 F2 · balance_after: Includes 161,917 restricted stock awards that vest in three annual installments starting on August 16, 2018. Read SEC document |
| August 14, 2019 Filed Aug 16, 2019 20:45 UTC | HarborOne Bancorp, Inc. HONE · Entity 73670 | OtherCommon Stock | 206,803 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-19-046381 · a4.xml · nonDerivative · entry 1 CASEY JOSEPH F · CIK 0001221397 · Director · President & COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 206,803 F1 · kind: Pursuant to the Plan of Conversion of HarborOne Mutual Bancshares (the "MHC") each share of HarborOne Bancorp, Inc. was exchanged for 1.79543146 shares of common stock of a new Massachusetts corporation also named HarborOne Bancorp, Inc. (formerly HarborOne NorthEast Bancorp, Inc.). F2 · balance_after: Includes 161,917 restricted stock awards that vest in three annual installments starting on August 16, 2018. Read SEC document |
| February 27, 2019 Filed Mar 1, 2019 16:31 UTC | HarborOne Bancorp, Inc./OLD HONE · Entity 129609 | GrantStock Options (right to buy) · Derivative | 86,602 | $0.00 Strike: $16.12 | $0.00 |
DisclosureSEC source: 0001104659-19-012011 · a4.xml · derivative · entry 1 CASEY JOSEPH F · CIK 0001221397 · Director · President and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 86,602 Underlying: Common Stock · 86,602 shares Expires 2029-02-26 F1 · derivative.exercise_date: The options vest in three equal annual installments beginning on February 27, 2020. Read SEC document |
| November 26, 2018 Filed Dec 6, 2018 16:45 UTC | HarborOne Bancorp, Inc./OLD HONE · Entity 129609 | GrantStock Options (right to buy) · Derivative | 74,199 | $0.00 Strike: $17.56 | $0.00 |
DisclosureSEC source: 0001104659-18-071708 · a4.xml · derivative · entry 1 CASEY JOSEPH F · CIK 0001221397 · Director · President & COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 74,199 Underlying: Common Stock · 74,199 shares Expires 2028-11-25 F1 · derivative.exercise_date: The options vest in three equal annual installments beginning on November 26, 2019. Read SEC document |
| August 16, 2017 Filed Aug 18, 2017 16:31 UTC | HarborOne Bancorp, Inc./OLD HONE · Entity 129609 | GrantStock Options (right to buy) · Derivative | 235,000 | $0.00 Strike: $18.35 | $0.00 |
DisclosureSEC source: 0001104659-17-052674 · a4.xml · derivative · entry 4 CASEY JOSEPH F · CIK 0001221397 · Director · Executive VP, COO and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 235,000 Underlying: Common Stock · 235,000 shares Expires 2027-08-15 F2 · derivative.exercise_date: The option vests in three equal annual installments beginning on August 16, 2018. Read SEC document |
| August 16, 2017 Filed Aug 18, 2017 16:31 UTC | HarborOne Bancorp, Inc./OLD HONE · Entity 129609 | GrantCommon Stock | 100,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-17-052674 · a4.xml · nonDerivative · entry 1 CASEY JOSEPH F · CIK 0001221397 · Director · Executive VP, COO and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 100,000 F1 · shares: Acquisition represents award of restricted stock for no consideration. This restricted stock award vests in three equal annual installments beginning on August 16, 2018. Read SEC document |
| August 16, 2017 Filed Aug 15, 2018 16:35 UTC Amendment | HarborOne Bancorp, Inc./OLD HONE · Entity 129609 | GrantStock Options (right to buy) · Derivative | 74,199 | $0.00 Strike: $18.35 | $0.00 |
DisclosureSEC source: 0001104659-18-052294 · a4a.xml · derivative · entry 1 CASEY JOSEPH F · CIK 0001221397 · Director · President and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 74,199 Underlying: Common Stock · 74,199 shares Expires 2027-08-15 F1 · shares: The number of shares reported in this amended Form 4 reflect the corrected number of shares underlying the stock option granted to Mr. Casey on August 16, 2017. F2 · derivative.exercise_date: The option vests in three equal annual installments beginning on August 16, 2018. 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.