person · Reporting owner
Schmidt Cathleen Agnes
Disclosed activity across 2 companies
Sign in to followReported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Eastern Bankshares, Inc.EBC · Entity 448 | Director | May 18, 2026 | May 20, 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.
Eastern Bankshares, Inc.
Report date May 18, 2026 · Filed May 20, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 13,011 |
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 · Grant · Acquired 3,883 · Balance 13,011 F1: 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: Consists of (i) 9,128 shares of common stock; and (ii) 3,883 shares of restricted stock reported on this Form 4. |
| Common StockSEC Table I · non-derivative | IndirectHeld in Trust | 19,169 |
Reported balance
Holding disclosure · report date 2026-05-18 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 19,169 |
Filing footnotes · ownership attribution and instrument terms
F1: 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: Consists of (i) 9,128 shares of common stock; and (ii) 3,883 shares of restricted stock reported on this Form 4.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
CAMBRIDGE BANCORP
Report date July 12, 2024 · Filed July 15, 2024
Section 16 reporting ended · disclosed 2024-07-15. 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 2024-07-12 transaction · row 1
1 source rowRow 1 · 2024-07-12 · Disposition to issuer · Disposed 1,000 · Balance 0 F1: Disposed of pursuant to the Agreement and Plan of Merger (the "Merger Agreement") dated as of September 19, 2023, by and between Cambridge Bancorp ("Cambridge"), Cambridge Trust Company, Eastern Bankshares, Inc. ("Eastern"), Eastern Bank and Citadel MS 2023, Inc., in exchange for the right to receive 4,956 shares of Eastern common stock, with a market value of $14.87 per share of Eastern common stock based on the closing price of Eastern common stock on July 12, 2024. |
| Common StockSEC Table I · non-derivative | IndirectHeld in Trust | 0 |
Reported balance
After 2024-07-12 transaction · row 2
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 2 · 2024-07-12 · Disposition to issuer · Disposed 3,868 · Balance 0 F2: Disposed of pursuant to the Merger Agreement in exchange for the right to receive 19,170 shares of Eastern common stock, with a market value of $14.87 per share of Eastern common stock based on the closing price of Eastern common stock on July 12, 2024. |
Filing footnotes · ownership attribution and instrument terms
F1: Disposed of pursuant to the Agreement and Plan of Merger (the "Merger Agreement") dated as of September 19, 2023, by and between Cambridge Bancorp ("Cambridge"), Cambridge Trust Company, Eastern Bankshares, Inc. ("Eastern"), Eastern Bank and Citadel MS 2023, Inc., in exchange for the right to receive 4,956 shares of Eastern common stock, with a market value of $14.87 per share of Eastern common stock based on the closing price of Eastern common stock on July 12, 2024.
F2: Disposed of pursuant to the Merger Agreement in exchange for the right to receive 19,170 shares of Eastern common stock, with a market value of $14.87 per share of Eastern common stock based on the closing price of Eastern common stock on July 12, 2024.
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 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: 0001193125-26-232613 · ownership.xml · nonDerivative · entry 1 Schmidt Cathleen Agnes · CIK 0001713810 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,011 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) 9,128 shares of common stock; and (ii) 3,883 shares of restricted stock reported on this Form 4. Read SEC document |
| May 19, 2025 Filed May 21, 2025 21:24 UTC | Eastern Bankshares, Inc. EBC · Entity 448 | GrantCommon Stock | 4,172 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-075881 · ownership.xml · nonDerivative · entry 1 Schmidt Cathleen Agnes · CIK 0001713810 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,128 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 19, 2025. F2 · balance_after: Consists of (i) 4,956 shares of common stock; and (ii) 4,172 shares of restricted stock reported on this Form 4. Read SEC document |
| July 12, 2024 Filed Jul 15, 2024 16:51 UTC | CAMBRIDGE BANCORP CATC · Entity 88977 | Disposition to issuerCommon Stock | 3,868 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001062993-24-013779 · form4.xml · nonDerivative · entry 2 Schmidt Cathleen Agnes · CIK 0001713810 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · Held in Trust Disclosed balance after: 0 F2 · price: Disposed of pursuant to the Merger Agreement in exchange for the right to receive 19,170 shares of Eastern common stock, with a market value of $14.87 per share of Eastern common stock based on the closing price of Eastern common stock on July 12, 2024. Read SEC document |
| July 12, 2024 Filed Jul 15, 2024 16:51 UTC | CAMBRIDGE BANCORP CATC · Entity 88977 | Disposition to issuerCommon Stock | 1,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001062993-24-013779 · form4.xml · nonDerivative · entry 1 Schmidt Cathleen Agnes · CIK 0001713810 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 F1 · price: Disposed of pursuant to the Agreement and Plan of Merger (the "Merger Agreement") dated as of September 19, 2023, by and between Cambridge Bancorp ("Cambridge"), Cambridge Trust Company, Eastern Bankshares, Inc. ("Eastern"), Eastern Bank and Citadel MS 2023, Inc., in exchange for the right to receive 4,956 shares of Eastern common stock, with a market value of $14.87 per share of Eastern common stock based on the closing price of Eastern common stock on July 12, 2024. Read SEC document |
| May 15, 2023 Filed May 16, 2023 16:22 UTC | CAMBRIDGE BANCORP CATC · Entity 88977 | GrantCommon Stock | 813 | $0.00 | $0.00 |
DisclosureSEC source: 0001593968-23-000820 · primary_01.xml · nonDerivative · entry 1 Schmidt Cathleen Agnes · CIK 0001713810 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,868 Read SEC document |
| May 16, 2022 Filed May 17, 2022 16:59 UTC | CAMBRIDGE BANCORP CATC · Entity 88977 | GrantCommon Stock | 509 | $0.00 | $0.00 |
DisclosureSEC source: 0001593968-22-000977 · primary_01.xml · nonDerivative · entry 1 Schmidt Cathleen Agnes · CIK 0001713810 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,055 Read SEC document |
| May 19, 2021 Filed May 20, 2021 16:08 UTC | CAMBRIDGE BANCORP CATC · Entity 88977 | PurchaseCommon Stock | 200 | $85.00 | $17,000.00 |
DisclosureSEC source: 0001593968-21-001388 · primary_01.xml · nonDerivative · entry 1 Schmidt Cathleen Agnes · CIK 0001713810 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,546 Read SEC document |
| May 17, 2021 Filed May 19, 2021 16:27 UTC | CAMBRIDGE BANCORP CATC · Entity 88977 | GrantCommon Stock | 457 | $87.40 | $39,941.80 |
DisclosureSEC source: 0001593968-21-001366 · primary_01.xml · nonDerivative · entry 1 Schmidt Cathleen Agnes · CIK 0001713810 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,346 Read SEC document |
| May 18, 2020 Filed May 20, 2020 17:42 UTC | CAMBRIDGE BANCORP CATC · Entity 88977 | GrantCommon Stock | 651 | $53.74 | $34,984.74 |
DisclosureSEC source: 0001593968-20-001229 · primary_01.xml · nonDerivative · entry 1 Schmidt Cathleen Agnes · CIK 0001713810 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,889 Read SEC document |
| May 13, 2019 Filed May 14, 2019 16:19 UTC | CAMBRIDGE BANCORP CATC · Entity 88977 | GrantCommon Stock | 356 | $0.00 | $0.00 |
DisclosureSEC source: 0001593968-19-001092 · primary_01.xml · nonDerivative · entry 1 Schmidt Cathleen Agnes · CIK 0001713810 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,238 Read SEC document |
| June 20, 2018 Filed Jun 21, 2018 14:37 UTC | CAMBRIDGE BANCORP CATC · Entity 88977 | GrantCommon Stock | 347 | $0.00 | $0.00 |
DisclosureSEC source: 0001593968-18-000952 · primary_01.xml · nonDerivative · entry 1 Schmidt Cathleen Agnes · CIK 0001713810 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 347 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.