Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Eastern Bankshares, Inc.EBC · Entity 448 | President | March 03, 2026 | March 05, 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 March 03, 2026 · Filed March 05, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 66,538 |
Ending reported balance
After 2026-03-03 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2026-03-03 · Exercise / conversion · Acquired 5,621 · Balance 69,031 F1: Restricted stock units convert into common stock on a one-for-one basis. Row 2 · 2026-03-03 · Tax withholding · Disposed 2,493 · Balance 66,538 |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 11,243 |
Reported balance
After 2026-03-03 transaction · row 9
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 9 · 2026-03-03 · Exercise / conversion · Disposed 5,621 · Balance 11,243 F1: Restricted stock units convert into common stock on a one-for-one basis. F5: On March 3, 2025, the reporting person was granted 16,864 restricted stock units that vest in three equal annual installments beginning March 3, 2026, after market close, subject to continued service. Vested shares will be issued to the reporting person as soon as practicable after the vesting date. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 14,232 |
Reported balance
Holding disclosure · report date 2026-03-03 · row 7
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 7 · Balance 14,232 F1: Restricted stock units convert into common stock on a one-for-one basis. F3: On March 1, 2022, the reporting person was granted 71,157 restricted stock units that vest in five equal annual installments beginning March 1, 2023, subject to continued service. Vested shares will be issued to the reporting person as soon as practicable after the vesting date. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 7,063 |
Reported balance
Holding disclosure · report date 2026-03-03 · row 8
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 8 · Balance 7,063 F1: Restricted stock units convert into common stock on a one-for-one basis. F4: On March 1, 2024, the reporting person was granted 21,186 restricted stock units that vest in three equal annual installments beginning March 1, 2025, subject to continued service. Vested shares will be issued to the reporting person as soon as practicable after the vesting date. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 15,162 |
Reported balance
Holding disclosure · report date 2026-03-03 · row 10
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 10 · Balance 15,162 F1: Restricted stock units convert into common stock on a one-for-one basis. F6: On March 2, 2026, the reporting person was granted 15,162 restricted stock units that vest in three equal annual installments beginning March 2, 2027, subject to continued service. Vested shares will be issued to the reporting person as soon as practicable after the vesting date. |
| Common StockSEC Table I · non-derivative | IndirectBy 401(k) | 13,900 |
Reported balance
Holding disclosure · report date 2026-03-03 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 13,900 |
| Common StockSEC Table I · non-derivative | IndirectBy IRA | 83,240 |
Reported balance
Holding disclosure · report date 2026-03-03 · row 4
Holding and transaction disclosures are not merged.
1 source rowRow 4 · Balance 83,240 |
| Common StockSEC Table I · non-derivative | IndirectBy Spouse in IRA | 1,280 |
Reported balance
Holding disclosure · report date 2026-03-03 · row 5
Holding and transaction disclosures are not merged.
1 source rowRow 5 · Balance 1,280 |
| Common StockSEC Table I · non-derivative | IndirectBy ESOP | 4,921 |
Reported balance
Holding disclosure · report date 2026-03-03 · row 6
Holding and transaction disclosures are not merged.
1 source rowRow 6 · Balance 4,921 F2: Reflects the amount of shares beneficially owned, including shares received due to automatic dividend reinvestment, as of the date of this report. |
Filing footnotes · ownership attribution and instrument terms
F1: Restricted stock units convert into common stock on a one-for-one basis.
F2: Reflects the amount of shares beneficially owned, including shares received due to automatic dividend reinvestment, as of the date of this report.
F3: On March 1, 2022, the reporting person was granted 71,157 restricted stock units that vest in five equal annual installments beginning March 1, 2023, subject to continued service. Vested shares will be issued to the reporting person as soon as practicable after the vesting date.
F4: On March 1, 2024, the reporting person was granted 21,186 restricted stock units that vest in three equal annual installments beginning March 1, 2025, subject to continued service. Vested shares will be issued to the reporting person as soon as practicable after the vesting date.
F5: On March 3, 2025, the reporting person was granted 16,864 restricted stock units that vest in three equal annual installments beginning March 3, 2026, after market close, subject to continued service. Vested shares will be issued to the reporting person as soon as practicable after the vesting date.
F6: On March 2, 2026, the reporting person was granted 15,162 restricted stock units that vest in three equal annual installments beginning March 2, 2027, subject to continued service. Vested shares will be issued to the reporting person as soon as practicable after the vesting date.
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 |
|---|---|---|---|---|---|---|
| March 03, 2026 Filed Mar 5, 2026 21:15 UTC | Eastern Bankshares, Inc. EBC · Entity 448 | Exercise / conversionRestricted Stock Units · Derivative | 5,621 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-093988 · ownership.xml · derivative · entry 9 Miller Quincy Lee · CIK 0001825603 · President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,243 Underlying: Common stock · 5,621 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. F1 · derivative.exercise_price: Restricted stock units convert into common stock on a one-for-one basis. F5 · derivative.exercise_date: On March 3, 2025, the reporting person was granted 16,864 restricted stock units that vest in three equal annual installments beginning March 3, 2026, after market close, subject to continued service. Vested shares will be issued to the reporting person as soon as practicable after the vesting date. F5 · derivative.expiration_date: On March 3, 2025, the reporting person was granted 16,864 restricted stock units that vest in three equal annual installments beginning March 3, 2026, after market close, subject to continued service. Vested shares will be issued to the reporting person as soon as practicable after the vesting date. Read SEC document |
| March 03, 2026 Filed Mar 5, 2026 21:15 UTC | Eastern Bankshares, Inc. EBC · Entity 448 | Tax withholdingCommon Stock | 2,493 | $19.45 | $48,488.85 |
DisclosureSEC source: 0001193125-26-093988 · ownership.xml · nonDerivative · entry 2 Miller Quincy Lee · CIK 0001825603 · President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 66,538 Read SEC document |
| March 03, 2026 Filed Mar 5, 2026 21:15 UTC | Eastern Bankshares, Inc. EBC · Entity 448 | Exercise / conversionCommon Stock | 5,621 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-093988 · ownership.xml · nonDerivative · entry 1 Miller Quincy Lee · CIK 0001825603 · President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 69,031 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: Restricted stock units convert into common stock on a one-for-one basis. Read SEC document |
| March 02, 2026 Filed Mar 3, 2026 22:55 UTC | Eastern Bankshares, Inc. EBC · Entity 448 | GrantRestricted Stock Units · Derivative | 15,162 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-088932 · ownership.xml · derivative · entry 13 Miller Quincy Lee · CIK 0001825603 · President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,162 Underlying: Common stock · 15,162 shares Expires not disclosed F3 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of EBC common stock on the applicable vesting date. F8 · derivative.exercise_date: On March 2, 2026, the reporting person was granted 15,162 restricted stock units that vest in three equal annual installments beginning March 2, 2027, subject to continued service. Vested shares will be issued to the reporting person as soon as practicable after the vesting date. F8 · derivative.expiration_date: On March 2, 2026, the reporting person was granted 15,162 restricted stock units that vest in three equal annual installments beginning March 2, 2027, subject to continued service. Vested shares will be issued to the reporting person as soon as practicable after the vesting date. Read SEC document |
| March 01, 2026 Filed Mar 3, 2026 22:55 UTC | Eastern Bankshares, Inc. EBC · Entity 448 | Exercise / conversionRestricted Stock Units · Derivative | 7,062 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-088932 · ownership.xml · derivative · entry 11 Miller Quincy Lee · CIK 0001825603 · President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,063 Underlying: Common stock · 7,062 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. F1 · derivative.exercise_price: Restricted stock units convert into common stock on a one-for-one basis. F6 · derivative.exercise_date: On March 1, 2024, the reporting person was granted 21,186 restricted stock units that vest in three equal annual installments beginning March 1, 2025, subject to continued service. Vested shares will be issued to the reporting person as soon as practicable after the vesting date. F6 · derivative.expiration_date: On March 1, 2024, the reporting person was granted 21,186 restricted stock units that vest in three equal annual installments beginning March 1, 2025, subject to continued service. Vested shares will be issued to the reporting person as soon as practicable after the vesting date. Read SEC document |
| March 01, 2026 Filed Mar 3, 2026 22:55 UTC | Eastern Bankshares, Inc. EBC · Entity 448 | Exercise / conversionRestricted Stock Units · Derivative | 3,775 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-088932 · ownership.xml · derivative · entry 10 Miller Quincy Lee · CIK 0001825603 · President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common stock · 3,775 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. F1 · derivative.exercise_price: Restricted stock units convert into common stock on a one-for-one basis. F5 · derivative.exercise_date: On March 1, 2023, the reporting person was granted 11,324 restricted stock units that vest in three equal annual installments beginning March 1, 2024, subject to continued service. Vested shares will be issued to the reporting person as soon as practicable after the vesting date. F5 · derivative.expiration_date: On March 1, 2023, the reporting person was granted 11,324 restricted stock units that vest in three equal annual installments beginning March 1, 2024, subject to continued service. Vested shares will be issued to the reporting person as soon as practicable after the vesting date. Read SEC document |
| March 01, 2026 Filed Mar 3, 2026 22:55 UTC | Eastern Bankshares, Inc. EBC · Entity 448 | Exercise / conversionRestricted Stock Units · Derivative | 14,232 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-088932 · ownership.xml · derivative · entry 9 Miller Quincy Lee · CIK 0001825603 · President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 14,232 Underlying: Common stock · 14,232 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. F1 · derivative.exercise_price: Restricted stock units convert into common stock on a one-for-one basis. F4 · derivative.exercise_date: On March 1, 2022, the reporting person was granted 71,157 restricted stock units that vest in five equal annual installments beginning March 1, 2023, subject to continued service. Vested shares will be issued to the reporting person as soon as practicable after the vesting date. F4 · derivative.expiration_date: On March 1, 2022, the reporting person was granted 71,157 restricted stock units that vest in five equal annual installments beginning March 1, 2023, subject to continued service. Vested shares will be issued to the reporting person as soon as practicable after the vesting date. Read SEC document |
| March 01, 2026 Filed Mar 3, 2026 22:55 UTC | Eastern Bankshares, Inc. EBC · Entity 448 | Tax withholdingCommon Stock | 4,676 | $19.56 | $91,462.56 |
DisclosureSEC source: 0001193125-26-088932 · ownership.xml · nonDerivative · entry 4 Miller Quincy Lee · CIK 0001825603 · President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 63,410 Read SEC document |
| March 01, 2026 Filed Mar 3, 2026 22:55 UTC | Eastern Bankshares, Inc. EBC · Entity 448 | GrantCommon Stock | 10,542 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-088932 · ownership.xml · nonDerivative · entry 3 Miller Quincy Lee · CIK 0001825603 · President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 68,086 F9 · shares: Represents shares of Eastern Bankshares, Inc. (the "Company") common stock, par value $0.01 per share ("Common Stock") received upon vesting of a performance restricted stock unit ("PRSU") award eligible to vest based upon the Company's performance on total shareholder return ("TSR") measured at the end of the three-year performance period of January 1, 2023 through December 31, 2025 (the "Performance Period") relative to TSR performance over that performance period of the banks listed on the KBW Nasdaq Regional Banking Index (the "TSR Measure"). The Compensation and Human Capital Management Committee determined that the Company's performance of the TSR Measure resulted in a payout of 93.1% of target. Read SEC document |
| March 01, 2026 Filed Mar 3, 2026 22:55 UTC | Eastern Bankshares, Inc. EBC · Entity 448 | Tax withholdingCommon Stock | 11,154 | $19.56 | $218,172.24 |
DisclosureSEC source: 0001193125-26-088932 · ownership.xml · nonDerivative · entry 2 Miller Quincy Lee · CIK 0001825603 · President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 57,544 Read SEC document |
| March 01, 2026 Filed Mar 3, 2026 22:55 UTC | Eastern Bankshares, Inc. EBC · Entity 448 | Exercise / conversionCommon Stock | 25,069 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-088932 · ownership.xml · nonDerivative · entry 1 Miller Quincy Lee · CIK 0001825603 · President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 68,698 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: Restricted stock units convert into common stock on a one-for-one basis. Read SEC document |
| August 27, 2025 Filed Aug 29, 2025 14:02 UTC | Eastern Bankshares, Inc. EBC · Entity 448 | PurchaseCommon Stock | 13,706 | $17.07 | $233,961.42 |
DisclosureSEC source: 0001193125-25-192153 · ownership.xml · nonDerivative · entry 2 Miller Quincy Lee · CIK 0001825603 · President 10b5-1 filing: No plan indicated Ownership: Indirect · By 401(k) Disclosed balance after: 13,706 Read SEC document |
| March 03, 2025 Filed Mar 5, 2025 23:18 UTC | Eastern Bankshares, Inc. EBC · Entity 448 | GrantRestricted Stock Units · Derivative | 16,864 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-033943 · ownership.xml · derivative · entry 11 Miller Quincy Lee · CIK 0001825603 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 16,864 Underlying: Common stock · 16,864 shares Expires not disclosed F3 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of EBC common stock on the applicable vesting date. F7 · derivative.exercise_date: On March 3, 2025, the reporting person was granted 16,864 restricted stock units that vest in three equal annual installments beginning March 1, 2026, subject to continued service. Vested shares will be issued to the reporting person as soon as practicable after the vesting date. F7 · derivative.expiration_date: On March 3, 2025, the reporting person was granted 16,864 restricted stock units that vest in three equal annual installments beginning March 1, 2026, subject to continued service. Vested shares will be issued to the reporting person as soon as practicable after the vesting date. Read SEC document |
| March 03, 2025 Filed Mar 5, 2025 23:18 UTC | Eastern Bankshares, Inc. EBC · Entity 448 | Exercise / conversionRestricted Stock Units · Derivative | 7,061 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-033943 · ownership.xml · derivative · entry 10 Miller Quincy Lee · CIK 0001825603 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 14,125 Underlying: Common stock · 7,061 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. F1 · derivative.exercise_price: Restricted stock units convert into common stock on a one-for-one basis. F6 · derivative.exercise_date: On March 1, 2024, the reporting person was granted 21,186 restricted stock units that vest in three equal annual installments beginning March 1, 2025, subject to continued service. Vested shares will be issued to the reporting person as soon as practicable after the vesting date. F6 · derivative.expiration_date: On March 1, 2024, the reporting person was granted 21,186 restricted stock units that vest in three equal annual installments beginning March 1, 2025, subject to continued service. Vested shares will be issued to the reporting person as soon as practicable after the vesting date. Read SEC document |
| March 03, 2025 Filed Mar 5, 2025 23:18 UTC | Eastern Bankshares, Inc. EBC · Entity 448 | Exercise / conversionRestricted Stock Units · Derivative | 3,775 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-033943 · ownership.xml · derivative · entry 9 Miller Quincy Lee · CIK 0001825603 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,775 Underlying: Common stock · 3,775 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. F1 · derivative.exercise_price: Restricted stock units convert into common stock on a one-for-one basis. F5 · derivative.exercise_date: On March 1, 2023, the reporting person was granted 11,324 restricted stock units that vest in three equal annual installments beginning March 1, 2024, subject to continued service. Vested shares will be issued to the reporting person as soon as practicable after the vesting date. F5 · derivative.expiration_date: On March 1, 2023, the reporting person was granted 11,324 restricted stock units that vest in three equal annual installments beginning March 1, 2024, subject to continued service. Vested shares will be issued to the reporting person as soon as practicable after the vesting date. Read SEC document |
| March 03, 2025 Filed Mar 5, 2025 23:18 UTC | Eastern Bankshares, Inc. EBC · Entity 448 | Exercise / conversionRestricted Stock Units · Derivative | 14,231 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-033943 · ownership.xml · derivative · entry 8 Miller Quincy Lee · CIK 0001825603 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 28,464 Underlying: Common stock · 14,231 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. F1 · derivative.exercise_price: Restricted stock units convert into common stock on a one-for-one basis. F4 · derivative.exercise_date: On March 1, 2022, the reporting person was granted 71,157 restricted stock units that vest in five equal annual installments beginning March 1, 2023, subject to continued service. Vested shares will be issued to the reporting person as soon as practicable after the vesting date. F4 · derivative.expiration_date: On March 1, 2022, the reporting person was granted 71,157 restricted stock units that vest in five equal annual installments beginning March 1, 2023, subject to continued service. Vested shares will be issued to the reporting person as soon as practicable after the vesting date. Read SEC document |
| March 03, 2025 Filed Mar 5, 2025 23:18 UTC | Eastern Bankshares, Inc. EBC · Entity 448 | Tax withholdingCommon Stock | 23,686 | $17.73 | $419,952.78 |
DisclosureSEC source: 0000950170-25-033943 · ownership.xml · nonDerivative · entry 4 Miller Quincy Lee · CIK 0001825603 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 43,629 Read SEC document |
| March 03, 2025 Filed Mar 5, 2025 23:18 UTC | Eastern Bankshares, Inc. EBC · Entity 448 | GrantCommon Stock | 53,367 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-033943 · ownership.xml · nonDerivative · entry 3 Miller Quincy Lee · CIK 0001825603 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 67,315 F8 · shares: Represents shares of Eastern Bankshares, Inc. (the "Company") common stock, par value $0.01 per share ("Common Stock") received upon vesting of a performance restricted stock unit ("PRSU") award eligible to vest based upon both (i) the Company's performance measured at the end of the three-year performance period of January 1, 2022 through December 31, 2024 (the "Performance Period") relative to the KBW Nasdaq Regional Banking Index with respect to growth in earnings per share ("EPS Measure"), and (ii) the Company's performance measured at the end of the Performance Period relative to the KBW Nasdaq Regional Banking Index with respect to total shareholder return ("TSR Measure"). Based on the Company's three year performance on the TSR Measure and EPS Measure respectively, as measured at the end of the Performance Period, the Compensation Committee determined that (i) performance under the TSR Measure did not meet the minimum threshold, F9 · shares: (Continued from footnote 8) resulting in no award of shares for this metric, and (ii) performance under the EPS Measure met the maximum payout threshold of 150% of target. Read SEC document |
| March 03, 2025 Filed Mar 5, 2025 23:18 UTC | Eastern Bankshares, Inc. EBC · Entity 448 | Tax withholdingCommon Stock | 11,119 | $17.73 | $197,139.87 |
DisclosureSEC source: 0000950170-25-033943 · ownership.xml · nonDerivative · entry 2 Miller Quincy Lee · CIK 0001825603 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,948 Read SEC document |
| March 03, 2025 Filed Mar 5, 2025 23:18 UTC | Eastern Bankshares, Inc. EBC · Entity 448 | Exercise / conversionCommon Stock | 25,067 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-033943 · ownership.xml · nonDerivative · entry 1 Miller Quincy Lee · CIK 0001825603 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 25,067 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: Restricted stock units convert into common stock on a one-for-one basis. Read SEC document |
| September 04, 2024 Filed Sep 5, 2024 21:40 UTC | Eastern Bankshares, Inc. EBC · Entity 448 | SaleCommon Stock | 12,676 | $16.66 | $211,182.16 |
DisclosureSEC source: 0000950170-24-104118 · ownership.xml · nonDerivative · entry 1 Miller Quincy Lee · CIK 0001825603 · President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 F1 · price: Represents the average sale price. The actual sales prices range from $16.65 to $16.67 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 |
| March 01, 2024 Filed Mar 5, 2024 21:18 UTC | Eastern Bankshares, Inc. EBC · Entity 448 | GrantRestricted Stock Units · Derivative | 21,186 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-025962 · ownership.xml · derivative · entry 8 Miller Quincy Lee · CIK 0001825603 · President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 21,186 Underlying: Common Stock · 21,186 shares Expires not disclosed F3 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of EBC common stock on the applicable vesting date. F6 · derivative.exercise_date: On March 1, 2024, the reporting person was granted 21,186 restricted stock units that vest in three equal annual installments beginning March 1, 2025, subject to continued service. Vested shares will be issued to the reporting person as soon as practicable after the vesting date. F6 · derivative.expiration_date: On March 1, 2024, the reporting person was granted 21,186 restricted stock units that vest in three equal annual installments beginning March 1, 2025, subject to continued service. Vested shares will be issued to the reporting person as soon as practicable after the vesting date. Read SEC document |
| March 01, 2024 Filed Mar 5, 2024 21:18 UTC | Eastern Bankshares, Inc. EBC · Entity 448 | Exercise / conversionRestricted Stock Units · Derivative | 3,774 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-025962 · ownership.xml · derivative · entry 7 Miller Quincy Lee · CIK 0001825603 · President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,550 Underlying: Common Stock · 3,774 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. F1 · derivative.exercise_price: Restricted stock units convert into common stock on a one-for-one basis. F5 · derivative.exercise_date: On March 1, 2023, the reporting person was granted 11,324 restricted stock units that vest in three equal annual installments beginning March 1, 2024, subject to continued service. Vested shares will be issued to the reporting person a soon as practicable after the vesting date. F5 · derivative.expiration_date: On March 1, 2023, the reporting person was granted 11,324 restricted stock units that vest in three equal annual installments beginning March 1, 2024, subject to continued service. Vested shares will be issued to the reporting person a soon as practicable after the vesting date. Read SEC document |
| March 01, 2024 Filed Mar 5, 2024 21:18 UTC | Eastern Bankshares, Inc. EBC · Entity 448 | Exercise / conversionRestricted Stock Units · Derivative | 14,231 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-025962 · ownership.xml · derivative · entry 6 Miller Quincy Lee · CIK 0001825603 · President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 42,695 Underlying: Common Stock · 14,231 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. F1 · derivative.exercise_price: Restricted stock units convert into common stock on a one-for-one basis. F4 · derivative.exercise_date: On March 1, 2022, the reporting person was granted 71,157 restricted stock units that vest in five equal annual installments beginning March 1, 2023, subject to continued service. Vested shares will be issued to the reporting person as soon as practicable after the vesting date. F4 · derivative.expiration_date: On March 1, 2022, the reporting person was granted 71,157 restricted stock units that vest in five equal annual installments beginning March 1, 2023, subject to continued service. Vested shares will be issued to the reporting person as soon as practicable after the vesting date. Read SEC document |
| March 01, 2024 Filed Mar 5, 2024 21:18 UTC | Eastern Bankshares, Inc. EBC · Entity 448 | Tax withholdingCommon Stock | 5,329 | $12.81 | $68,264.49 |
DisclosureSEC source: 0000950170-24-025962 · ownership.xml · nonDerivative · entry 2 Miller Quincy Lee · CIK 0001825603 · President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,676 Read SEC document |
| March 01, 2024 Filed Mar 5, 2024 21:18 UTC | Eastern Bankshares, Inc. EBC · Entity 448 | Exercise / conversionCommon Stock | 18,005 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-025962 · ownership.xml · nonDerivative · entry 1 Miller Quincy Lee · CIK 0001825603 · President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 18,005 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: Restricted stock units convert into common stock on a one-for-one basis. Read SEC document |
| November 17, 2023 Filed Nov 21, 2023 21:05 UTC | Eastern Bankshares, Inc. EBC · Entity 448 | SaleCommon Stock | 10,045 | $12.50 | $125,562.50 |
DisclosureSEC source: 0000950170-23-065473 · ownership.xml · nonDerivative · entry 1 Miller Quincy Lee · CIK 0001825603 · President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 F1 · price: Represents the average sale price. The actual sales prices range from $12.49 to $12.51 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 Read SEC document |
| March 01, 2023 Filed Mar 3, 2023 21:07 UTC | Eastern Bankshares, Inc. EBC · Entity 448 | GrantRestricted Stock Units · Derivative | 11,324 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-23-006956 · doc4.xml · derivative · entry 7 Miller Quincy Lee · CIK 0001825603 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,324 Underlying: Common Stock · 11,324 shares Expires not disclosed F3 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of EBC common stock on the applicable vesting date. F5 · derivative.exercise_date: On March 1, 2023, the reporting person was granted 11,324 restricted stock units that vest in three equal annual installments beginning March 1, 2024, subject to continued service. Vested shares will be issued to the reporting person a soon as practicable after the vesting date. F5 · derivative.expiration_date: On March 1, 2023, the reporting person was granted 11,324 restricted stock units that vest in three equal annual installments beginning March 1, 2024, subject to continued service. Vested shares will be issued to the reporting person a soon as practicable after the vesting date. Read SEC document |
| March 01, 2023 Filed Mar 3, 2023 21:07 UTC | Eastern Bankshares, Inc. EBC · Entity 448 | Exercise / conversionRestricted Stock Units · Derivative | 14,231 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-23-006956 · doc4.xml · derivative · entry 6 Miller Quincy Lee · CIK 0001825603 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 56,926 Underlying: Common Stock · 14,231 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. F1 · derivative.exercise_price: Restricted stock units convert into common stock on a one-for-one basis. F4 · derivative.exercise_date: On March 1, 2022, the reporting person was granted 71,157 restricted stock units that vest in five equal annual installments beginning March 1, 2023, subject to continued service. Vested shares will be issued to the reporting person as soon as practicable after the vesting date. F4 · derivative.expiration_date: On March 1, 2022, the reporting person was granted 71,157 restricted stock units that vest in five equal annual installments beginning March 1, 2023, subject to continued service. Vested shares will be issued to the reporting person as soon as practicable after the vesting date. Read SEC document |
| March 01, 2023 Filed Mar 3, 2023 21:07 UTC | Eastern Bankshares, Inc. EBC · Entity 448 | Tax withholdingCommon Stock | 4,186 | $15.63 | $65,427.18 |
DisclosureSEC source: 0000899243-23-006956 · doc4.xml · nonDerivative · entry 2 Miller Quincy Lee · CIK 0001825603 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,045 Read SEC document |
| March 01, 2023 Filed Mar 3, 2023 21:07 UTC | Eastern Bankshares, Inc. EBC · Entity 448 | Exercise / conversionCommon Stock | 14,231 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-23-006956 · doc4.xml · nonDerivative · entry 1 Miller Quincy Lee · CIK 0001825603 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,231 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: Restricted stock units convert into common stock on a one-for-one basis. Read SEC document |
| March 01, 2022 Filed Mar 3, 2022 23:01 UTC | Eastern Bankshares, Inc. EBC · Entity 448 | GrantRestricted Stock Units · Derivative | 71,157 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-22-009180 · doc4.xml · derivative · entry 4 Miller Quincy Lee · CIK 0001825603 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 71,157 Underlying: Common Stock · 71,157 shares Expires not disclosed F2 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of EBC common stock on the applicable vesting date. F3 · derivative.exercise_date: The restricted stock units vest in five equal annual installments beginning March 1, 2023. Vested shares will be issued to the reporting person as soon as practicable after the vesting date. F3 · derivative.expiration_date: The restricted stock units vest in five equal annual installments beginning March 1, 2023. Vested shares will be issued to the reporting person as soon as practicable after the vesting date. Read SEC document |
| October 14, 2020 Filed Oct 16, 2020 21:49 UTC | Eastern Bankshares, Inc. EBC · Entity 448 | PurchaseCommon Stock | 1,280 | $10.00 | $12,800.00 |
DisclosureSEC source: 0001209191-20-055138 · doc4.xml · nonDerivative · entry 2 Miller Quincy Lee · CIK 0001825603 · President 10b5-1 filing: Not disclosed Ownership: Indirect · By Spouse in IRA Disclosed balance after: 1,280 Read SEC document |
| October 14, 2020 Filed Oct 16, 2020 21:49 UTC | Eastern Bankshares, Inc. EBC · Entity 448 | PurchaseCommon Stock | 83,240 | $10.00 | $832,400.00 |
DisclosureSEC source: 0001209191-20-055138 · doc4.xml · nonDerivative · entry 1 Miller Quincy Lee · CIK 0001825603 · President 10b5-1 filing: Not disclosed Ownership: Indirect · By IRA Disclosed balance after: 83,240 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.