Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| CARTERS INCCRI · Entity 4857 | Director | May 14, 2026 | May 15, 2026 |
| Eastern Bankshares, Inc.EBC · Entity 448 | Director | July 06, 2026 | July 07, 2026 |
| SYNOPSYS INCSNPS · Entity 210 | Director | April 10, 2025 | April 14, 2025 |
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.
CARTERS INC
Report date May 14, 2026 · Filed May 15, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 17,671 |
Reported balance
After 2026-05-14 transaction · row 1
1 source rowRow 1 · 2026-05-14 · Grant · Acquired 4,266 · Balance 17,671 F1: These shares were granted as part of the reporting person's director compensation. |
Filing footnotes · ownership attribution and instrument terms
F1: These shares were granted as part of the reporting person's director compensation.
Eastern Bankshares, Inc.
Report date July 06, 2026 · Filed July 07, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 20,475 |
Reported balance
After 2026-07-06 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-07-06 · Sale · Disposed 1,710 · Balance 20,475 F1: Sale of shares executed on July 6, 2026 pursuant to Reporting Person's 10b5-1 plan. F2: Represents the average sale price. The actual sale prices range from $22.56 to $22.84 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. F3: Consists of (i) 4,172 shares of common stock; (ii) 12,420 remaining 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) 3,883 shares of restricted stock that vest on the anniversary of the May 18, 2026 date of grant. |
Filing footnotes · ownership attribution and instrument terms
F1: Sale of shares executed on July 6, 2026 pursuant to Reporting Person's 10b5-1 plan.
F2: Represents the average sale price. The actual sale prices range from $22.56 to $22.84 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.
F3: Consists of (i) 4,172 shares of common stock; (ii) 12,420 remaining 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) 3,883 shares of restricted stock that vest on the anniversary of the May 18, 2026 date of grant.
SYNOPSYS INC
Report date April 10, 2025 · Filed April 14, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 1,833 |
Reported balance
After 2025-04-10 transaction · row 1
1 source rowRow 1 · 2025-04-10 · Grant · Acquired 491 · Balance 1,833 F1: The shares subject to the Award will vest on the date immediately preceding the first Annual Meeting following the Date of Grant, subject to the Eligible Director's continued Board service through such date. F2: Automatic award under the Synopsys 2017 Non-Employee Directors Equity Incentive Plan. |
Filing footnotes · ownership attribution and instrument terms
F1: The shares subject to the Award will vest on the date immediately preceding the first Annual Meeting following the Date of Grant, subject to the Eligible Director's continued Board service through such date.
F2: Automatic award under the Synopsys 2017 Non-Employee Directors Equity Incentive Plan.
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 |
|---|---|---|---|---|---|---|
| July 06, 2026 Filed Jul 7, 2026 20:15 UTC | Eastern Bankshares, Inc. EBC · Entity 448 | SaleCommon Stock | 1,710 | $22.71 | $38,834.10 |
DisclosureSEC source: 0001193125-26-297488 · ownership.xml · nonDerivative · entry 1 Borgen Luis · CIK 0001488660 · Director 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 20,475 F1 · shares: Sale of shares executed on July 6, 2026 pursuant to Reporting Person's 10b5-1 plan. F2 · price: Represents the average sale price. The actual sale prices range from $22.56 to $22.84 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. F3 · balance_after: Consists of (i) 4,172 shares of common stock; (ii) 12,420 remaining 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) 3,883 shares of restricted stock that vest on the anniversary of the May 18, 2026 date of grant. Read SEC document |
| June 29, 2026 Filed Jun 30, 2026 20:15 UTC | Eastern Bankshares, Inc. EBC · Entity 448 | SaleCommon Stock | 1,709 | $21.97 | $37,546.73 |
DisclosureSEC source: 0001193125-26-290536 · ownership.xml · nonDerivative · entry 1 Borgen Luis · CIK 0001488660 · Director 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 22,185 F1 · shares: Sale of shares executed on June 29, 2026 pursuant to Reporting Person's 10b5-1 plan. F2 · balance_after: Consists of (i) 5,882 shares of common stock; (ii) 12,420 remaining 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) 3,883 shares of restricted stock that vest on the anniversary of the May 18, 2026 date of grant. 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: 0001193125-26-232600 · ownership.xml · nonDerivative · entry 1 Borgen Luis · CIK 0001488660 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 23,894 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. F2 · balance_after: Consists of (i) 7,591 shares of common stock; (ii) 12,420 remaining 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) 3,883 shares of restricted stock reported on this Form 4. Read SEC document |
| May 14, 2026 Filed May 15, 2026 20:20 UTC | CARTERS INC CRI · Entity 4857 | GrantCommon Stock | 4,266 | $0.00 | $0.00 |
DisclosureSEC source: 0001060822-26-000085 · wk-form4_1778876456.xml · nonDerivative · entry 1 Borgen Luis · CIK 0001488660 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 17,671 F1 · shares: These shares were granted as part of the reporting person's director compensation. Read SEC document |
| December 08, 2025 Filed Dec 9, 2025 21:05 UTC | Eastern Bankshares, Inc. EBC · Entity 448 | SaleCommon Stock | 4,500 | $19.33 | $86,985.00 |
DisclosureSEC source: 0001193125-25-312740 · ownership.xml · nonDerivative · entry 1 Borgen Luis · CIK 0001488660 · Director 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 20,011 F1 · shares: Sale of shares executed on December 8, 2025 pursuant to Reporting Person's 10b5-1 plan. F2 · price: Represents the average sale price. The actual sales prices range from $19.22 to $19.47 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. F3 · balance_after: Consists of (1) 3,419 shares of common stock; (ii) 12,420 remaining 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) 4,172 shares of restricted stock that vest in full on the anniversary of the grant date of May 19, 2025. Read SEC document |
| December 01, 2025 Filed Dec 2, 2025 21:05 UTC | Eastern Bankshares, Inc. EBC · Entity 448 | SaleCommon Stock | 4,500 | $19.05 | $85,725.00 |
DisclosureSEC source: 0001193125-25-305245 · ownership.xml · nonDerivative · entry 1 Borgen Luis · CIK 0001488660 · Director 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 24,511 F1 · shares: Sale of shares executed on December 1, 2025 pursuant to Reporting Person's 10b5-1 plan. F2 · price: Represents the average sale price. The actual sales prices range from $18.87 to $19.22 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. F3 · balance_after: Consists of (1) 7,919 shares of common stock; (ii) 12,420 remaining 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) 4,172 shares of restricted stock that vest in full on the anniversary of the grant date of May 19, 2025. Read SEC document |
| May 20, 2025 Filed May 20, 2025 21:47 UTC | Eastern Bankshares, Inc. EBC · Entity 448 | SaleCommon Stock | 2,348 | $15.60 | $36,628.80 |
DisclosureSEC source: 0000950170-25-075415 · ownership.xml · nonDerivative · entry 1 Borgen Luis · CIK 0001488660 · Director 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 29,011 F1 · shares: Sale of shares executed on May 20, 2025 pursuant to Reporting Person's 10b5-1 plan. F2 · balance_after: Consists of (i) 24,839 remaining 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) 4,172 shares of restricted stock reported on this Form 4. Read SEC document |
| May 19, 2025 Filed May 20, 2025 21:51 UTC | Eastern Bankshares, Inc. EBC · Entity 448 | GrantCommon Stock | 4,172 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-075418 · ownership.xml · nonDerivative · entry 2 Borgen Luis · CIK 0001488660 · Director 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 31,359 F2 · 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 19, 2025. F3 · balance_after: Consists of (i) 2,348 shares of common stock; (ii) 24,839 remaining 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) 4,172 shares of restricted stock reported on this Form 4. Read SEC document |
| May 15, 2025 Filed May 19, 2025 20:26 UTC | CARTERS INC CRI · Entity 4857 | GrantCommon Stock | 4,409 | $0.00 | $0.00 |
DisclosureSEC source: 0001060822-25-000118 · wk-form4_1747686366.xml · nonDerivative · entry 1 Borgen Luis · CIK 0001488660 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,405 F1 · shares: These shares were granted as part of the reporting person's director compensation. Read SEC document |
| May 13, 2025 Filed May 20, 2025 21:51 UTC | Eastern Bankshares, Inc. EBC · Entity 448 | SaleCommon Stock | 2,348 | $15.68 | $36,816.64 |
DisclosureSEC source: 0000950170-25-075418 · ownership.xml · nonDerivative · entry 1 Borgen Luis · CIK 0001488660 · Director 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 27,187 F1 · shares: Sale of shares executed on May 16, 2025 pursuant to Reporting Person's 10b5-1 plan. Read SEC document |
| April 10, 2025 Filed Apr 14, 2025 20:19 UTC | SYNOPSYS INC SNPS · Entity 210 | GrantCommon Stock | 491 | $0.00 | $0.00 |
DisclosureSEC source: 0001517737-25-000047 · edgardoc.xml · nonDerivative · entry 1 Borgen Luis · CIK 0001488660 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,833 F1 · date: The shares subject to the Award will vest on the date immediately preceding the first Annual Meeting following the Date of Grant, subject to the Eligible Director's continued Board service through such date. F2 · kind: Automatic award under the Synopsys 2017 Non-Employee Directors Equity Incentive Plan. Read SEC document |
| December 02, 2024 Filed Dec 3, 2024 21:00 UTC | Eastern Bankshares, Inc. EBC · Entity 448 | SaleCommon Stock | 12,419 | $18.56 | $230,496.64 |
DisclosureSEC source: 0000950170-24-132723 · ownership.xml · nonDerivative · entry 1 Borgen Luis · CIK 0001488660 · Director 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 29,535 F1 · shares: The transactions reported on this Form 4 were executed pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on November 17, 2023. F2 · price: Represents the average sale price. The actual sales prices range from $18.42 to $18.66 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. F3 · balance_after: Consists of (i) 24,839 remaining shares of restricted stock that vest ratably over a five-year period on the anniversary of the November 30, 2021 date of grant; and (ii) 4,696 shares of restricted stock scheduled to vest in full on May 13, 2025. Read SEC document |
| May 16, 2024 Filed May 20, 2024 20:26 UTC | CARTERS INC CRI · Entity 4857 | GrantCommon Stock | 2,293 | $0.00 | $0.00 |
DisclosureSEC source: 0001060822-24-000126 · wk-form4_1716236776.xml · nonDerivative · entry 1 Borgen Luis · CIK 0001488660 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,996 F1 · shares: These shares were granted as part of the reporting person's director compensation. F2 · balance_after: 1,562 of these shares are restricted shares that are subject to time-vesting restrictions. Read SEC document |
| May 15, 2024 Filed May 17, 2024 20:05 UTC | Eastern Bankshares, Inc. EBC · Entity 448 | SaleCommon Stock | 4,782 | $14.07 | $67,282.74 |
DisclosureSEC source: 0000950170-24-061618 · ownership.xml · nonDerivative · entry 1 Borgen Luis · CIK 0001488660 · Director 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 41,954 F1 · shares: The transactions reported on this Form 4 were executed pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on November 17, 2023. F2 · price: Represents the average sale price. The actual sales prices range from $14.02 to $14.16 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. F3 · balance_after: Consists of (i) 37,258 remaining shares of restricted stock that vest ratably over a five-year period on the anniversary of the November 30, 2021 date of grant; and (ii) 4,696 shares of restricted stock scheduled to vest in full on May 13, 2025. Read SEC document |
| May 13, 2024 Filed May 15, 2024 20:10 UTC | Eastern Bankshares, Inc. EBC · Entity 448 | GrantCommon Stock | 4,696 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-060456 · ownership.xml · nonDerivative · entry 1 Borgen Luis · CIK 0001488660 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 46,736 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 13, 2024. F2 · balance_after: Consists of (i) 4,782 shares of common stock (ii) 37,258 remaining 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) 4,696 shares of restricted stock reported on this Form 4. Read SEC document |
| April 10, 2024 Filed Apr 12, 2024 18:29 UTC | SYNOPSYS INC SNPS · Entity 210 | GrantCommon Stock | 356 | $0.00 | $0.00 |
DisclosureSEC source: 0001517737-24-000063 · edgardoc.xml · nonDerivative · entry 1 Borgen Luis · CIK 0001488660 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,342 F1 · date: The shares subject to the Award will vest on the date immediately preceding the first Annual Meeting following the Date of Grant, subject to the Eligible Director's continued Board service through such date. F2 · kind: Automatic award under the Synopsys 2017 Non-Employee Directors Equity Incentive Plan. Read SEC document |
| March 18, 2024 Filed Mar 20, 2024 20:10 UTC | Eastern Bankshares, Inc. EBC · Entity 448 | SaleCommon Stock | 40,288 | $13.08 | $526,967.04 |
DisclosureSEC source: 0000950170-24-034170 · ownership.xml · nonDerivative · entry 1 Borgen Luis · CIK 0001488660 · Director 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 42,040 F1 · shares: The transactions reported on this Form 4 were executed pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on November 17, 2023. F2 · price: Represents the average sale price. The actual sales prices range from $12.89 to $13.28 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. F3 · balance_after: Consists of (i) 37,258 shares of restricted stock comprising the unvested portion of a grant that vests ratably over a five-year period on the anniversary of the November 30, 2021 date of grant; and (ii) 4,782 shares of restricted stock scheduled to vest in full on May 15, 2024. Read SEC document |
| May 18, 2023 Filed May 22, 2023 10:37 UTC | CARTERS INC CRI · Entity 4857 | GrantCommon Stock | 2,385 | $0.00 | $0.00 |
DisclosureSEC source: 0001060822-23-000122 · wf-form4_168475186586132.xml · nonDerivative · entry 1 Borgen Luis · CIK 0001488660 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,703 F1 · shares: These shares were granted as part of the reporting person's director compensation. F2 · balance_after: 1,562 of these shares are restricted shares that are subject to time-vesting restrictions. Read SEC document |
| May 15, 2023 Filed May 17, 2023 20:05 UTC | Eastern Bankshares, Inc. EBC · Entity 448 | GrantCommon Stock | 4,782 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-23-013175 · doc4.xml · nonDerivative · entry 1 Borgen Luis · CIK 0001488660 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 82,328 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 15, 2023. F2 · balance_after: Consists of (i) 27,869 shares of common stock; (ii) 49,677 remaining 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) 4,782 shares of restricted stock reported on this Form 4. Read SEC document |
| April 12, 2023 Filed Apr 14, 2023 20:16 UTC | SYNOPSYS INC SNPS · Entity 210 | GrantCommon Stock | 464 | $0.00 | $0.00 |
DisclosureSEC source: 0001517737-23-000034 · edgardoc.xml · nonDerivative · entry 1 Borgen Luis · CIK 0001488660 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 986 F1 · date: The shares subject to the Award will vest on the date immediately preceding the first Annual Meeting following the Date of Grant, subject to the Eligible Director's continued Board service through such date. F2 · kind: Automatic award under the Synopsys 2017 Non-Employee Directors Equity Incentive Plan. Read SEC document |
| November 30, 2022 Filed Dec 2, 2022 21:05 UTC | Eastern Bankshares, Inc. EBC · Entity 448 | SaleCommon Stock | 12,419 | $19.21 | $238,568.99 |
DisclosureSEC source: 0000899243-22-037400 · doc4.xml · nonDerivative · entry 1 Borgen Luis · CIK 0001488660 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 77,546 F1 · shares: The transactions reported on this Form 4 were executed pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on June 10, 2022. F2 · price: Represents the average sale price. The actual sales prices range from $18.86 to $19.61 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. F3 · balance_after: Consists of (i) 25,000 shares of common stock; (ii) 49,677 shares of restricted stock comprising the unvested portion of a grant that vests ratably over a five-year period on the anniversary of the November 30, 2021 date of grant; and (iii) 2,869 shares of restricted stock scheduled to vest in full on May 14, 2023. Read SEC document |
| August 03, 2022 Filed Aug 5, 2022 20:05 UTC | Eastern Bankshares, Inc. EBC · Entity 448 | SaleCommon Stock | 28,730 | $20.28 | $582,767.94 |
DisclosureSEC source: 0000899243-22-027810 · doc4.xml · nonDerivative · entry 1 Borgen Luis · CIK 0001488660 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 89,965 F1 · kind: The transactions reported on this Form 4 were executed pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on June 10, 2022. F2 · price: Represents the average sale price. The actual sales prices range from $20.01 to $20.51 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. F3 · balance_after: Consists of (i) 25,000 shares of common stock; (ii) 62,096 shares of restricted stock scheduled to vest ratably over a five-year period on the anniversary of the November 30, 2021 date of grant; and (iii) 2,869 shares of restricted stock scheduled to vest in full on May 14, 2023. Read SEC document |
| May 23, 2022 Filed May 25, 2022 21:28 UTC | SYNOPSYS INC SNPS · Entity 210 | GrantNon-Qualified Stock Option (right to buy) · Derivative | 3,397 | $0.00 Strike: $306.98 | $0.00 |
DisclosureSEC source: 0001199719-22-000048 · edgardoc.xml · derivative · entry 2 Borgen Luis · CIK 0001488660 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,397 Underlying: Common Stock · 3,397 shares Expires 2029-05-23 F2 · kind: Grant to reporting person to buy shares of common stock under the 2017 Non-Employee Directors Equity Incentive Plan F3 · derivative.exercise_date: Vest in three (3) successive equal installments through the date immediately preceding each of the first three (3) Annual Meetings following the Date of Grant, subject to continued Board service through each such date. Read SEC document |
| May 23, 2022 Filed May 25, 2022 21:28 UTC | SYNOPSYS INC SNPS · Entity 210 | GrantCommon Stock | 522 | $0.00 | $0.00 |
DisclosureSEC source: 0001199719-22-000048 · edgardoc.xml · nonDerivative · entry 1 Borgen Luis · CIK 0001488660 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 522 F1 · date: Vest on the date immediately preceding the first Annual Meeting following the Date of Grant, subject to continued Board service through such date. F2 · kind: Grant to reporting person to buy shares of common stock under the 2017 Non-Employee Directors Equity Incentive Plan Read SEC document |
| May 19, 2022 Filed May 23, 2022 21:11 UTC | CARTERS INC CRI · Entity 4857 | GrantCommon Stock | 1,975 | $0.00 | $0.00 |
DisclosureSEC source: 0001060822-22-000140 · wf-form4_165334023090576.xml · nonDerivative · entry 1 Borgen Luis · CIK 0001488660 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,318 F1 · shares: These shares were granted as part of the reporting person's director compensation. F2 · balance_after: 1,562 of these shares are restricted shares that are subject to time-vesting restrictions. 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: 0000899243-22-018777 · doc4.xml · nonDerivative · entry 1 Borgen Luis · CIK 0001488660 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 118,695 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) 53,730 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 |
| March 14, 2022 Filed Mar 15, 2022 21:00 UTC | Eastern Bankshares, Inc. EBC · Entity 448 | SaleCommon Stock | 46,270 | $20.31 | $939,516.98 |
DisclosureSEC source: 0000899243-22-011071 · doc4.xml · nonDerivative · entry 2 Borgen Luis · CIK 0001488660 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By IRA Disclosed balance after: 0 F2 · kind: The transactions reported on this Form 4 were executed pursuant to a Rule 10b5-1 trading plan adopted February 10, 2022. F3 · price: Represents the average sale price. The actual sales prices range from $21.05 to $21.98 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 30, 2021 Filed Dec 2, 2021 21:05 UTC | Eastern Bankshares, Inc. EBC · Entity 448 | GrantCommon Stock | 62,096 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-21-046570 · doc4.xml · nonDerivative · entry 1 Borgen Luis · CIK 0001488660 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 115,826 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 |
| November 02, 2021 Filed Nov 4, 2021 20:40 UTC | CARTERS INC CRI · Entity 4857 | GrantCommon Stock | 2,343 | $0.00 | $0.00 |
DisclosureSEC source: 0001060822-21-000057 · wf-form4_163605798719533.xml · nonDerivative · entry 1 Borgen Luis · CIK 0001488660 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,343 F1 · shares: These shares were granted as part of the reporting person's director compensation. F2 · balance_after: 1,562 of these shares of common stock are a one-time grant to a new director and vest on the third anniversary of the grant date, provided that Mr. Borgen has continuously been a director since the date of grant. Read SEC document |
| October 14, 2020 Filed Oct 16, 2020 21:22 UTC | Eastern Bankshares, Inc. EBC · Entity 448 | PurchaseCommon Stock | 46,270 | $10.00 | $462,700.00 |
DisclosureSEC source: 0001209191-20-055100 · doc4.xml · nonDerivative · entry 2 Borgen Luis · CIK 0001488660 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By IRA Disclosed balance after: 46,270 Read SEC document |
| October 14, 2020 Filed Oct 16, 2020 21:22 UTC | Eastern Bankshares, Inc. EBC · Entity 448 | PurchaseCommon Stock | 53,730 | $10.00 | $537,300.00 |
DisclosureSEC source: 0001209191-20-055100 · doc4.xml · nonDerivative · entry 1 Borgen Luis · CIK 0001488660 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 53,730 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.