Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| INDEPENDENT BANK CORPINDB · Entity 4081 | Director | May 18, 2026 | June 01, 2026 |
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.
INDEPENDENT BANK CORP
Report date May 18, 2026 · Filed June 01, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 16,215 |
Reported balance
After 2026-05-18 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-05-18 · Sale · Disposed 2,832 · Balance 16,215 F1: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $77.27 through $77.37 per share, inclusive. The Filer undertakes to provide Independent Bank Corp., any security holder of Independent Bank Corp., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in footnote (1) to this Form 4. F2: The Form 4 filed on May 21, 2026 inadvertently overreported the total ownership of the Filer by 2,832 shares. |
| Common StockSEC Table I · non-derivative | IndirectFamily Limited Partnership | 4,950 |
Reported balance
Holding disclosure · report date 2026-05-18 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 4,950 |
Filing footnotes · ownership attribution and instrument terms
F1: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $77.27 through $77.37 per share, inclusive. The Filer undertakes to provide Independent Bank Corp., any security holder of Independent Bank Corp., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in footnote (1) to this Form 4.
F2: The Form 4 filed on May 21, 2026 inadvertently overreported the total ownership of the Filer by 2,832 shares.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
ENTERPRISE BANCORP INC /MA/
Report date July 01, 2025 · Filed July 01, 2025
Section 16 reporting ended · disclosed 2025-07-01. 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 |
Reported balance
After 2025-07-01 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2025-07-01 · Disposition to issuer · Disposed 28,979 · Balance 0 F1: Pursuant to the Agreement and Plan of Merger, dated as of December 8, 2024 (the "Merger Agreement"), by and among Enterprise Bancorp, Inc. ("Enterprise"), Enterprise Bank and Trust Company, Independent Bank Corp. ("Independent") and Rockland Trust Company, each issued and outstanding share of Enterprise common stock was converted into the right to receive (i) $2.00 in cash and (ii) 0.60 shares of Independent common stock (subject to the payment of cash in lieu of fractional shares). F2: In accordance with the Merger Agreement, all unvested shares of restricted stock automatically vested in full at the Effective Time (as defined in the Merger Agreement) to the extent not previously forfeited, and was considered outstanding shares of Enterprise common entitled to receive the Merger Consideration (as defined in the Merger Agreement). |
| Common StockSEC Table I · non-derivative | IndirectBy Family Limited Partnership | 0 |
Reported balance
After 2025-07-01 transaction · row 2
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 2 · 2025-07-01 · Disposition to issuer · Disposed 8,250 · Balance 0 F1: Pursuant to the Agreement and Plan of Merger, dated as of December 8, 2024 (the "Merger Agreement"), by and among Enterprise Bancorp, Inc. ("Enterprise"), Enterprise Bank and Trust Company, Independent Bank Corp. ("Independent") and Rockland Trust Company, each issued and outstanding share of Enterprise common stock was converted into the right to receive (i) $2.00 in cash and (ii) 0.60 shares of Independent common stock (subject to the payment of cash in lieu of fractional shares). |
Filing footnotes · ownership attribution and instrument terms
F1: Pursuant to the Agreement and Plan of Merger, dated as of December 8, 2024 (the "Merger Agreement"), by and among Enterprise Bancorp, Inc. ("Enterprise"), Enterprise Bank and Trust Company, Independent Bank Corp. ("Independent") and Rockland Trust Company, each issued and outstanding share of Enterprise common stock was converted into the right to receive (i) $2.00 in cash and (ii) 0.60 shares of Independent common stock (subject to the payment of cash in lieu of fractional shares).
F2: In accordance with the Merger Agreement, all unvested shares of restricted stock automatically vested in full at the Effective Time (as defined in the Merger Agreement) to the extent not previously forfeited, and was considered outstanding shares of Enterprise common entitled to receive the Merger Consideration (as defined in the Merger Agreement).
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 19, 2026 Filed May 21, 2026 20:19 UTC | INDEPENDENT BANK CORP INDB · Entity 4081 | GrantCommon Stock | 842 | $0.00 | $0.00 |
DisclosureSEC source: 0001664511-26-000002 · wk-form4_1779394780.xml · nonDerivative · entry 1 LERNER JOSEPH C · CIK 0001664511 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 19,047 F1 · shares: Independent Bank Corp. awarded restricted stock to the Filer per the Independent Bank Corp. 2018 Non-Employee Director Stock Plan in a transaction exempt pursuant to Rule 16b-3(d). Shares immediately vested on the date of grant. Read SEC document |
| May 18, 2026 Filed Jun 1, 2026 20:30 UTC | INDEPENDENT BANK CORP INDB · Entity 4081 | SaleCommon Stock | 2,832 | $77.31 | $218,952.68 |
DisclosureSEC source: 0001664511-26-000006 · wk-form4_1780345836.xml · nonDerivative · entry 1 LERNER JOSEPH C · CIK 0001664511 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 16,215 F1 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $77.27 through $77.37 per share, inclusive. The Filer undertakes to provide Independent Bank Corp., any security holder of Independent Bank Corp., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in footnote (1) to this Form 4. F2 · balance_after: The Form 4 filed on May 21, 2026 inadvertently overreported the total ownership of the Filer by 2,832 shares. Read SEC document |
| July 01, 2025 Filed Jul 1, 2025 14:19 UTC | ENTERPRISE BANCORP INC /MA/ EBTC · Entity 77903 | Disposition to issuerCommon Stock | 8,250 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-25-018312 · form4.xml · nonDerivative · entry 2 LERNER JOSEPH C · CIK 0001664511 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By Family Limited Partnership Disclosed balance after: 0 F1 · price: Pursuant to the Agreement and Plan of Merger, dated as of December 8, 2024 (the "Merger Agreement"), by and among Enterprise Bancorp, Inc. ("Enterprise"), Enterprise Bank and Trust Company, Independent Bank Corp. ("Independent") and Rockland Trust Company, each issued and outstanding share of Enterprise common stock was converted into the right to receive (i) $2.00 in cash and (ii) 0.60 shares of Independent common stock (subject to the payment of cash in lieu of fractional shares). Read SEC document |
| July 01, 2025 Filed Jul 1, 2025 14:19 UTC | ENTERPRISE BANCORP INC /MA/ EBTC · Entity 77903 | Disposition to issuerCommon Stock | 28,979 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-25-018312 · form4.xml · nonDerivative · entry 1 LERNER JOSEPH C · CIK 0001664511 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 F1 · price: Pursuant to the Agreement and Plan of Merger, dated as of December 8, 2024 (the "Merger Agreement"), by and among Enterprise Bancorp, Inc. ("Enterprise"), Enterprise Bank and Trust Company, Independent Bank Corp. ("Independent") and Rockland Trust Company, each issued and outstanding share of Enterprise common stock was converted into the right to receive (i) $2.00 in cash and (ii) 0.60 shares of Independent common stock (subject to the payment of cash in lieu of fractional shares). F2 · balance_after: In accordance with the Merger Agreement, all unvested shares of restricted stock automatically vested in full at the Effective Time (as defined in the Merger Agreement) to the extent not previously forfeited, and was considered outstanding shares of Enterprise common entitled to receive the Merger Consideration (as defined in the Merger Agreement). Read SEC document |
| July 01, 2025 Filed Jul 3, 2025 20:39 UTC | INDEPENDENT BANK CORP INDB · Entity 4081 | GrantCommon Stock | 4,950 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000776901-25-000250 · wk-form4_1751575136.xml · nonDerivative · entry 3 LERNER JOSEPH C · CIK 0001664511 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · Family Limited Partnership Disclosed balance after: 4,950 F4 · shares: Shares issued in exchange for 8,250 shares of Enterprise Bancorp, Inc. common stock in connection with the merger of Enterprise 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 Enterprise Bancorp, Inc. common stock was $39.64 per share, and the closing price of Independent Bank Corp.'s common stock was $62.885 per share. Read SEC document |
| July 01, 2025 Filed Jul 3, 2025 20:39 UTC | INDEPENDENT BANK CORP INDB · Entity 4081 | GrantCommon Stock | 938 | $0.00 | $0.00 |
DisclosureSEC source: 0000776901-25-000250 · wk-form4_1751575136.xml · nonDerivative · entry 2 LERNER JOSEPH C · CIK 0001664511 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 18,325 F3 · shares: Independent Bank Corp. awarded restricted stock to the Filer per the Independent Bank Corp. 2018 Non-Employee Director Stock Plan in a transaction exempt pursuant to Rule 16b-3(d). Shares immediately vested on the date of grant. Read SEC document |
| July 01, 2025 Filed Jul 3, 2025 20:39 UTC | INDEPENDENT BANK CORP INDB · Entity 4081 | GrantCommon Stock | 17,387 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000776901-25-000250 · wk-form4_1751575136.xml · nonDerivative · entry 1 LERNER JOSEPH C · CIK 0001664511 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 17,387 F1 · shares: Shares issued in exchange for 28,979 shares of Enterprise Bancorp, Inc. common stock in connection with the merger of Enterprise 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 Enterprise Bancorp, Inc. common stock was $39.64 per share, and the closing price of Independent Bank Corp.'s common stock was $62.885 per share. Read SEC document |
| June 18, 2024 Filed Jun 21, 2024 11:24 UTC | ENTERPRISE BANCORP INC /MA/ EBTC · Entity 77903 | GrantCommon Stock | 1,223 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-24-019098 · form4.xml · nonDerivative · entry 1 LERNER JOSEPH C · CIK 0001664511 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 28,979 Read SEC document |
| December 29, 2023 Filed Feb 12, 2024 12:00 UTC | ENTERPRISE BANCORP INC /MA/ EBTC · Entity 77903 | GiftCommon Stock | 310 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-24-004364 · form5.xml · nonDerivative · entry 3 LERNER JOSEPH C · CIK 0001664511 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 27,756 Read SEC document |
| December 22, 2023 Filed Feb 12, 2024 12:00 UTC | ENTERPRISE BANCORP INC /MA/ EBTC · Entity 77903 | GiftCommon Stock | 320 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-24-004364 · form5.xml · nonDerivative · entry 2 LERNER JOSEPH C · CIK 0001664511 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 28,066 Read SEC document |
| December 21, 2023 Filed Feb 12, 2024 12:00 UTC | ENTERPRISE BANCORP INC /MA/ EBTC · Entity 77903 | GiftCommon Stock | 320 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-24-004364 · form5.xml · nonDerivative · entry 1 LERNER JOSEPH C · CIK 0001664511 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 28,386 Read SEC document |
| June 20, 2023 Filed Jun 28, 2023 15:42 UTC | ENTERPRISE BANCORP INC /MA/ EBTC · Entity 77903 | GrantCommon Stock | 661 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-23-019493 · form4.xml · nonDerivative · entry 1 LERNER JOSEPH C · CIK 0001664511 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 28,706 Read SEC document |
| December 19, 2022 Filed Feb 13, 2023 14:10 UTC | ENTERPRISE BANCORP INC /MA/ EBTC · Entity 77903 | GiftCommon Stock | 825 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-23-004800 · form5.xml · nonDerivative · entry 1 LERNER JOSEPH C · CIK 0001664511 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,045 Read SEC document |
| June 10, 2022 Filed Jul 22, 2022 13:01 UTC | ENTERPRISE BANCORP INC /MA/ EBTC · Entity 77903 | OtherCommon Stock | 8,250 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-22-019643 · form4.xml · nonDerivative · entry 1 LERNER JOSEPH C · CIK 0001664511 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Family Limited Partnership Disclosed balance after: 8,250 F1 · balance_after: On June 10, 2022, the Reporting Person became the General Partner of The Lerner Family Limited Partnership (the "Family Limited Partnership"). The Reporting Person was previously a Limited Partner of the Family Limited Partnership. Read SEC document |
| March 15, 2022 Filed Mar 17, 2022 14:05 UTC | ENTERPRISE BANCORP INC /MA/ EBTC · Entity 77903 | GrantCommon Stock | 519 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-22-009658 · form4.xml · nonDerivative · entry 1 LERNER JOSEPH C · CIK 0001664511 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,870 Read SEC document |
| December 17, 2021 Filed Feb 14, 2022 13:20 UTC | ENTERPRISE BANCORP INC /MA/ EBTC · Entity 77903 | GiftCommon Stock | 650 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-22-004731 · form5.xml · nonDerivative · entry 1 LERNER JOSEPH C · CIK 0001664511 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,351 Read SEC document |
| March 16, 2021 Filed Mar 18, 2021 14:12 UTC | ENTERPRISE BANCORP INC /MA/ EBTC · Entity 77903 | GrantCommon Stock | 477 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-21-011304 · form4.xml · nonDerivative · entry 1 LERNER JOSEPH C · CIK 0001664511 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,001 Read SEC document |
| March 17, 2020 Filed Mar 19, 2020 14:59 UTC | ENTERPRISE BANCORP INC /MA/ EBTC · Entity 77903 | GrantCommon Stock | 553 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-20-011444 · form4.xml · nonDerivative · entry 1 LERNER JOSEPH C · CIK 0001664511 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,524 Read SEC document |
| March 19, 2019 Filed Mar 21, 2019 12:09 UTC | ENTERPRISE BANCORP INC /MA/ EBTC · Entity 77903 | GrantCommon Stock | 523 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-19-012555 · form4.xml · nonDerivative · entry 1 LERNER JOSEPH C · CIK 0001664511 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,971 F1 · balance_after: Report no longer includes shares owned by former spouse. Read SEC document |
| March 20, 2018 Filed Mar 22, 2018 10:42 UTC | ENTERPRISE BANCORP INC /MA/ EBTC · Entity 77903 | GrantCommon Stock | 455 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-18-012420 · form4.xml · nonDerivative · entry 1 LERNER JOSEPH C · CIK 0001664511 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,448 Read SEC document |
| March 21, 2017 Filed Mar 23, 2017 15:52 UTC | ENTERPRISE BANCORP INC /MA/ EBTC · Entity 77903 | GrantCommon Stock | 434 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-012779 · form4.xml · nonDerivative · entry 1 LERNER JOSEPH C · CIK 0001664511 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,993 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.