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person · Reporting owner

Carlson Carl M

Disclosed activity across 2 companies

Tapewire entity
699
SEC CIK
0001604780

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Reported relationships

Latest disclosed role at each company.

CompanyLast reported asReport datePublished
BROOKLINE BANCORP INCBRKL · Entity 75950Co-President & CFOSeptember 01, 2025September 02, 2025
Beacon Financial CorpBBT · Entity 649CFO & Chief Strategy OfficerSeptember 01, 2026September 02, 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.

BROOKLINE BANCORP INC

Report date September 01, 2025 · Filed September 02, 2025

Security / awardOwnership accountDisclosed shares / unitsDisclosure context
CommonSEC Table I · non-derivativeDirect0 Reported balance After 2025-09-01 transaction · row 1
1 source row

Row 1 · 2025-09-01 · Disposition to issuer · Disposed 156,695 · Balance 0

F1: Pursuant to the terms of the Agreement and Plan of Merger by and among Berkshire Hills Bancorp, Inc. (Berkshire) , Commerce Acquisition Sub, Inc. and Brookline Bancorp, Inc. (the Issuer), on September 1, 2025, each share of Issuer common stock was converted into the right to receive 0.42 shares of Berkshire common stock and cash in lieu of any fractional share of Berkshire common stock.

Filing footnotes · ownership attribution and instrument terms

F1: Pursuant to the terms of the Agreement and Plan of Merger by and among Berkshire Hills Bancorp, Inc. (Berkshire) , Commerce Acquisition Sub, Inc. and Brookline Bancorp, Inc. (the Issuer), on September 1, 2025, each share of Issuer common stock was converted into the right to receive 0.42 shares of Berkshire common stock and cash in lieu of any fractional share of Berkshire common stock.

Beacon Financial Corp

Report date September 01, 2026 · Filed September 02, 2026

Security / awardOwnership accountDisclosed shares / unitsDisclosure context
Common StockSEC Table I · non-derivativeDirect84,732 Reported balance After 2026-09-01 transaction · row 1 Account or security details depend on footnotes; rows are not merged.
1 source row

Row 1 · 2026-09-01 · Tax withholding · Disposed 1,314 · Balance 84,732

F1: Includes shares of restricted stock granted pursuant to the 2025 Beacon Financial Corporation Stock Option and Incentive Plan.

Filing footnotes · ownership attribution and instrument terms

F1: Includes shares of restricted stock granted pursuant to the 2025 Beacon Financial Corporation Stock Option and Incentive Plan.

Transaction history

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Purchases/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 dateCompanyActivity / securityShares / unitsReported priceReported valueDetails
September 01, 2026 Filed Sep 2, 2026 20:36 UTC Beacon Financial Corp BBT · Entity 649 Tax withholdingCommon Stock 1,314 $30.39 $39,932.46
Disclosure

SEC source: 0001628280-26-060144 · wk-form4_1788381382.xml · nonDerivative · entry 1

Carlson Carl M · CIK 0001604780 · CFO & Chief Strategy Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 84,732

F1 · balance_after: Includes shares of restricted stock granted pursuant to the 2025 Beacon Financial Corporation Stock Option and Incentive Plan.

Read SEC document
June 16, 2026 Filed Jun 24, 2026 20:37 UTC Beacon Financial Corp BBT · Entity 649 GrantCommon Stock 5,167 $0.00 $0.00
Disclosure

SEC source: 0001628280-26-045216 · wk-form4_1782333454.xml · nonDerivative · entry 2

Carlson Carl M · CIK 0001604780 · CFO & Chief Strategy Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 86,024

F2 · shares: Performance based restricted stock shares granted pursuant to the 2025 Beacon Financial Corporation Stock Option and Incentive Plan. The shares vest on the third anniversary of the date of grant based on certain performance based metrics.

F3 · balance_after: Includes shares of restricted stock granted pursuant to the 2025 Beacon Financial Corporation Stock Option and Incentive Plan.

Read SEC document
June 16, 2026 Filed Jun 24, 2026 20:37 UTC Beacon Financial Corp BBT · Entity 649 GrantCommon Stock 5,167 $0.00 $0.00
Disclosure

SEC source: 0001628280-26-045216 · wk-form4_1782333454.xml · nonDerivative · entry 1

Carlson Carl M · CIK 0001604780 · CFO & Chief Strategy Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 80,857

F1 · shares: Restricted stock shares granted pursuant to the 2025 Beacon Financial Corporation Stock Option and Incentive Plan. The shares vest in three equal installments on an annual basis, commencing one year from the date of grant.

Read SEC document
November 03, 2025 Filed Nov 5, 2025 14:41 UTC Beacon Financial Corp BBT · Entity 649 PurchaseCommon Stock 2,000 $24.69 $49,380.00
Disclosure

SEC source: 0001604780-25-000013 · wk-form4_1762353702.xml · nonDerivative · entry 1

Carlson Carl M · CIK 0001604780 · CFO & Chief Strategy Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 75,690

Read SEC document
September 19, 2025 Filed Sep 23, 2025 15:56 UTC Beacon Financial Corp BBT · Entity 649 GrantCommon Stock 7,879 $0.00 $0.00
Disclosure

SEC source: 0001604780-25-000011 · wk-form4_1758642966.xml · nonDerivative · entry 1

Carlson Carl M · CIK 0001604780 · CFO & Chief Strategy Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 73,690

F1 · shares: Restricted stock shares granted pursuant to the Beacon Financial Corporation 2025 Stock Option and Incentive Plan. The shares vest in two equal annual installments commencing on September 1, 2026.

F2 · balance_after: Includes shares of restricted stock granted pursuant to the Beacon Financial Corporation 2025 Stock Option and Incentive Plan.

Read SEC document
September 01, 2025 Filed Sep 2, 2025 08:26 UTC BROOKLINE BANCORP INC BRKL · Entity 75950 Disposition to issuerCommon 156,695 Not disclosed Not disclosed
Disclosure

SEC source: 0001604780-25-000007 · wk-form4_1756816015.xml · nonDerivative · entry 1

Carlson Carl M · CIK 0001604780 · Co-President & CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

F1 · price: Pursuant to the terms of the Agreement and Plan of Merger by and among Berkshire Hills Bancorp, Inc. (Berkshire) , Commerce Acquisition Sub, Inc. and Brookline Bancorp, Inc. (the Issuer), on September 1, 2025, each share of Issuer common stock was converted into the right to receive 0.42 shares of Berkshire common stock and cash in lieu of any fractional share of Berkshire common stock.

Read SEC document
August 25, 2025 Filed Aug 27, 2025 12:22 UTC BROOKLINE BANCORP INC BRKL · Entity 75950 Tax withholdingCommon 4,212 $11.03 $46,458.36
Disclosure

SEC source: 0001604780-25-000005 · wk-form4_1756311725.xml · nonDerivative · entry 4

Carlson Carl M · CIK 0001604780 · Co-President & CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 156,695

Read SEC document
August 25, 2025 Filed Aug 27, 2025 12:22 UTC BROOKLINE BANCORP INC BRKL · Entity 75950 Tax withholdingCommon 4,320 $11.03 $47,649.60
Disclosure

SEC source: 0001604780-25-000005 · wk-form4_1756311725.xml · nonDerivative · entry 3

Carlson Carl M · CIK 0001604780 · Co-President & CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 160,907

Read SEC document
August 25, 2025 Filed Aug 27, 2025 12:22 UTC BROOKLINE BANCORP INC BRKL · Entity 75950 Tax withholdingCommon 1,969 $11.03 $21,718.07
Disclosure

SEC source: 0001604780-25-000005 · wk-form4_1756311725.xml · nonDerivative · entry 2

Carlson Carl M · CIK 0001604780 · Co-President & CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 165,227

Read SEC document
August 25, 2025 Filed Aug 27, 2025 12:22 UTC BROOKLINE BANCORP INC BRKL · Entity 75950 Tax withholdingCommon 3,908 $11.03 $43,105.24
Disclosure

SEC source: 0001604780-25-000005 · wk-form4_1756311725.xml · nonDerivative · entry 1

Carlson Carl M · CIK 0001604780 · Co-President & CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 167,196

F1 · shares: Performance based restricted stock shares granted pursuant to the Brookline Bancorp, Inc. 2021 Stock Option and Incentive Plan. The shares vested pursuant to the terms of the Agreement and Plan of Merger by and among Berkshire Hills Bancorp, Inc., Commerce Acquisition Sub, Inc., and Brookline Bancorp, Inc.

Read SEC document
August 02, 2025 Filed Aug 5, 2025 11:51 UTC BROOKLINE BANCORP INC BRKL · Entity 75950 Tax withholdingCommon 1,440 $10.28 $14,803.20
Disclosure

SEC source: 0001604780-25-000003 · wk-form4_1754409069.xml · nonDerivative · entry 4

Carlson Carl M · CIK 0001604780 · Co-President & CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 171,104

F2 · balance_after: Includes shares of restricted stock granted pursuant to the Brookline Bancorp, Inc. 2021 Stock Option and Incentive Plan.

Read SEC document
August 02, 2025 Filed Aug 5, 2025 11:51 UTC BROOKLINE BANCORP INC BRKL · Entity 75950 Tax withholdingCommon 1,303 $10.28 $13,394.84
Disclosure

SEC source: 0001604780-25-000003 · wk-form4_1754409069.xml · nonDerivative · entry 3

Carlson Carl M · CIK 0001604780 · Co-President & CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 172,544

Read SEC document
August 02, 2025 Filed Aug 5, 2025 11:51 UTC BROOKLINE BANCORP INC BRKL · Entity 75950 Tax withholdingCommon 959 $10.28 $9,858.52
Disclosure

SEC source: 0001604780-25-000003 · wk-form4_1754409069.xml · nonDerivative · entry 2

Carlson Carl M · CIK 0001604780 · Co-President & CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 173,847

Read SEC document
August 02, 2025 Filed Aug 5, 2025 11:51 UTC BROOKLINE BANCORP INC BRKL · Entity 75950 Tax withholdingCommon 2,876 $10.28 $29,565.28
Disclosure

SEC source: 0001604780-25-000003 · wk-form4_1754409069.xml · nonDerivative · entry 1

Carlson Carl M · CIK 0001604780 · Co-President & CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 174,806

F1 · shares: Performance based restricted stock shares granted pursuant to the Brookline Bancorp, Inc. 2021 Stock Option and Incentive Plan. The shares vest on the third anniversary of the date of grant based on certain performance based metrics.

Read SEC document
August 02, 2024 Filed Aug 5, 2024 16:31 UTC BROOKLINE BANCORP INC BRKL · Entity 75950 Tax withholdingCommon 1,303 $9.84 $12,821.52
Disclosure

SEC source: 0001049782-24-000041 · wk-form4_1722889876.xml · nonDerivative · entry 7

Carlson Carl M · CIK 0001604780 · Co-President & CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 177,682

F4 · balance_after: Includes shares of restricted stock granted pursuant to the Brookline Bancorp, Inc. 2021 Stock Option and Incentive Plan.

Read SEC document
August 02, 2024 Filed Aug 5, 2024 16:31 UTC BROOKLINE BANCORP INC BRKL · Entity 75950 Tax withholdingCommon 959 $9.84 $9,436.56
Disclosure

SEC source: 0001049782-24-000041 · wk-form4_1722889876.xml · nonDerivative · entry 6

Carlson Carl M · CIK 0001604780 · Co-President & CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 178,985

Read SEC document
August 02, 2024 Filed Aug 5, 2024 16:31 UTC BROOKLINE BANCORP INC BRKL · Entity 75950 Tax withholdingCommon 889 $9.84 $8,747.76
Disclosure

SEC source: 0001049782-24-000041 · wk-form4_1722889876.xml · nonDerivative · entry 5

Carlson Carl M · CIK 0001604780 · Co-President & CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 179,944

Read SEC document
August 02, 2024 Filed Aug 5, 2024 16:31 UTC BROOKLINE BANCORP INC BRKL · Entity 75950 Tax withholdingCommon 2,563 $9.84 $25,219.92
Disclosure

SEC source: 0001049782-24-000041 · wk-form4_1722889876.xml · nonDerivative · entry 4

Carlson Carl M · CIK 0001604780 · Co-President & CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 180,833

Read SEC document
August 02, 2024 Filed Aug 5, 2024 16:31 UTC BROOKLINE BANCORP INC BRKL · Entity 75950 Tax withholdingCommon 345 $9.84 $3,394.80
Disclosure

SEC source: 0001049782-24-000041 · wk-form4_1722889876.xml · nonDerivative · entry 3

Carlson Carl M · CIK 0001604780 · Co-President & CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 183,396

F3 · shares: As previously reported, on August 4, 2021, the reporting person received a grant of performance based restricted stock. A portion of the performance metrics were met, therefore a portion of these restricted shares vested on the third anniversary of the date of grant and the remaining shares were automatically forfeited.

Read SEC document
August 02, 2024 Filed Aug 5, 2024 16:31 UTC BROOKLINE BANCORP INC BRKL · Entity 75950 GrantCommon 14,717 $0.00 $0.00
Disclosure

SEC source: 0001049782-24-000041 · wk-form4_1722889876.xml · nonDerivative · entry 2

Carlson Carl M · CIK 0001604780 · Co-President & CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 183,741

F2 · shares: Performance based restricted stock shares granted pursuant to the Brookline Bancorp, Inc. 2021 Stock Option and Incentive Plan. The shares vest on the third anniversary of the date of grant based on certain performance based metrics.

Read SEC document
August 02, 2024 Filed Aug 5, 2024 16:31 UTC BROOKLINE BANCORP INC BRKL · Entity 75950 GrantCommon 14,717 $0.00 $0.00
Disclosure

SEC source: 0001049782-24-000041 · wk-form4_1722889876.xml · nonDerivative · entry 1

Carlson Carl M · CIK 0001604780 · Co-President & CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 169,024

F1 · shares: Restricted stock shares granted pursuant to the Brookline Bancorp, Inc. 2021 Stock Option and Incentive Plan. The shares vest in three equal installments on an annual basis, commencing one year from the date of grant.

Read SEC document
August 03, 2023 Filed Aug 4, 2023 14:41 UTC BROOKLINE BANCORP INC BRKL · Entity 75950 Tax withholdingCommon 2,603 $0.00 $0.00
Disclosure

SEC source: 0001049782-23-000092 · wk-form4_1691174477.xml · nonDerivative · entry 7

Carlson Carl M · CIK 0001604780 · Co-President & CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 154,307

F4 · balance_after: Includes shares of restricted stock granted pursuant to the Brookline Bancorp, Inc. 2021 Stock Option and Incentive Plan.

Read SEC document
August 03, 2023 Filed Aug 4, 2023 14:41 UTC BROOKLINE BANCORP INC BRKL · Entity 75950 Tax withholdingCommon 181 $0.00 $0.00
Disclosure

SEC source: 0001049782-23-000092 · wk-form4_1691174477.xml · nonDerivative · entry 6

Carlson Carl M · CIK 0001604780 · Co-President & CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 156,910

F3 · shares: As previously reported, on August 4, 2020, the reporting person received a grant of performance based restricted stock. A portion of the performance metrics were met, therefore a portion of these restricted shares vested on the third anniversary of the date of grant and the remaining shares were automatically forfeited.

Read SEC document
August 03, 2023 Filed Aug 4, 2023 14:41 UTC BROOKLINE BANCORP INC BRKL · Entity 75950 Tax withholdingCommon 886 $0.00 $0.00
Disclosure

SEC source: 0001049782-23-000092 · wk-form4_1691174477.xml · nonDerivative · entry 5

Carlson Carl M · CIK 0001604780 · Co-President & CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 157,091

Read SEC document
August 02, 2023 Filed Aug 4, 2023 14:41 UTC BROOKLINE BANCORP INC BRKL · Entity 75950 Tax withholdingCommon 959 $0.00 $0.00
Disclosure

SEC source: 0001049782-23-000092 · wk-form4_1691174477.xml · nonDerivative · entry 4

Carlson Carl M · CIK 0001604780 · Co-President & CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 157,977

Read SEC document
August 02, 2023 Filed Aug 4, 2023 14:41 UTC BROOKLINE BANCORP INC BRKL · Entity 75950 Tax withholdingCommon 889 $0.00 $0.00
Disclosure

SEC source: 0001049782-23-000092 · wk-form4_1691174477.xml · nonDerivative · entry 3

Carlson Carl M · CIK 0001604780 · Co-President & CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 158,936

Read SEC document
August 02, 2023 Filed Aug 4, 2023 14:41 UTC BROOKLINE BANCORP INC BRKL · Entity 75950 GrantCommon 13,314 $0.00 $0.00
Disclosure

SEC source: 0001049782-23-000092 · wk-form4_1691174477.xml · nonDerivative · entry 2

Carlson Carl M · CIK 0001604780 · Co-President & CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 159,825

F2 · shares: Performance based restricted stock shares granted pursuant to the Brookline Bancorp, Inc. 2021 Stock Option and Incentive Plan. The shares vest on the third anniversary of the date of grant based on certain performance based metrics.

Read SEC document
August 02, 2023 Filed Aug 4, 2023 14:41 UTC BROOKLINE BANCORP INC BRKL · Entity 75950 GrantCommon 13,314 $0.00 $0.00
Disclosure

SEC source: 0001049782-23-000092 · wk-form4_1691174477.xml · nonDerivative · entry 1

Carlson Carl M · CIK 0001604780 · Co-President & CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 146,511

F1 · shares: Restricted stock shares granted pursuant to the Brookline Bancorp, Inc. 2021 Stock Option and Incentive Plan. The shares vest in three equal installments on an annual basis, commencing one year from the date of grant.

Read SEC document
May 05, 2023 Filed May 11, 2023 13:45 UTC BROOKLINE BANCORP INC BRKL · Entity 75950 PurchaseCommon 2,000 $8.09 $16,180.00
Disclosure

SEC source: 0001049782-23-000046 · wk-form4_1683827125.xml · nonDerivative · entry 1

Carlson Carl M · CIK 0001604780 · Co-President & CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 133,197

F1 · balance_after: Includes shares of restricted stock granted pursuant to the Brookline Bancorp, Inc. 2021 Stock Option and Incentive Plan and the Brookline Bancorp, Inc. 2014 Equity Incentive Plan.

Read SEC document
May 04, 2023 Filed May 4, 2023 12:37 UTC BROOKLINE BANCORP INC BRKL · Entity 75950 PurchaseCommon 2,000 $7.65 $15,300.00
Disclosure

SEC source: 0001049782-23-000042 · wf-form4_168321826212327.xml · nonDerivative · entry 2

Carlson Carl M · CIK 0001604780 · Co-President & CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 131,197

F1 · balance_after: Includes shares of restricted stock granted pursuant to the Brookline Bancorp, Inc. 2021 Stock Option and Incentive Plan and the Brookline Bancorp, Inc. 2014 Equity Incentive Plan.

Read SEC document
May 03, 2023 Filed May 4, 2023 12:37 UTC BROOKLINE BANCORP INC BRKL · Entity 75950 PurchaseCommon 2,000 $8.22 $16,440.00
Disclosure

SEC source: 0001049782-23-000042 · wf-form4_168321826212327.xml · nonDerivative · entry 1

Carlson Carl M · CIK 0001604780 · Co-President & CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 129,197

Read SEC document
January 31, 2023 Filed Feb 1, 2023 16:56 UTC BROOKLINE BANCORP INC BRKL · Entity 75950 PurchaseCommon 500 $12.92 $6,460.00
Disclosure

SEC source: 0001049782-23-000018 · wf-form4_167528857255625.xml · nonDerivative · entry 1

Carlson Carl M · CIK 0001604780 · Co-President & CFO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 127,197

F1 · balance_after: Includes shares of restricted stock granted pursuant to the Brookline Bancorp, Inc. 2021 Stock Option and Incentive Plan and the Brookline Bancorp, Inc. 2014 Equity Incentive Plan.

Read SEC document
August 03, 2022 Filed Aug 4, 2022 17:25 UTC BROOKLINE BANCORP INC BRKL · Entity 75950 Tax withholdingCommon 886 $0.00 $0.00
Disclosure

SEC source: 0001049782-22-000057 · wf-form4_165964828272401.xml · nonDerivative · entry 5

Carlson Carl M · CIK 0001604780 · Co-President & CFO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 126,697

F4 · balance_after: Includes shares of restricted stock granted pursuant to the Brookline Bancorp, Inc. 2021 Stock Option and Incentive Plan and the Brookline Bancorp, Inc. 2014 Equity Incentive Plan.

Read SEC document
August 02, 2022 Filed Aug 4, 2022 17:25 UTC BROOKLINE BANCORP INC BRKL · Entity 75950 Tax withholdingCommon 3,274 $0.00 $0.00
Disclosure

SEC source: 0001049782-22-000057 · wf-form4_165964828272401.xml · nonDerivative · entry 4

Carlson Carl M · CIK 0001604780 · Co-President & CFO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 127,583

Read SEC document
August 02, 2022 Filed Aug 4, 2022 17:25 UTC BROOKLINE BANCORP INC BRKL · Entity 75950 GrantCommon 416 $0.00 $0.00
Disclosure

SEC source: 0001049782-22-000057 · wf-form4_165964828272401.xml · nonDerivative · entry 3

Carlson Carl M · CIK 0001604780 · Co-President & CFO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 130,857

F3 · shares: Reflects additional performance based shares granted pursuant to the Brookline Bancorp, Inc. 2014 Equity Incentive Plan.

Read SEC document
August 02, 2022 Filed Aug 4, 2022 17:25 UTC BROOKLINE BANCORP INC BRKL · Entity 75950 GrantCommon 9,796 $0.00 $0.00
Disclosure

SEC source: 0001049782-22-000057 · wf-form4_165964828272401.xml · nonDerivative · entry 2

Carlson Carl M · CIK 0001604780 · Co-President & CFO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 130,441

F2 · shares: Restricted stock shares granted pursuant to the Brookline Bancorp, Inc. 2021 Stock Option and Incentive Plan. The shares vest in three equal installments on an annual basis, commencing one year from the date of grant.

Read SEC document
August 02, 2022 Filed Aug 4, 2022 17:25 UTC BROOKLINE BANCORP INC BRKL · Entity 75950 GrantCommon 9,796 $0.00 $0.00
Disclosure

SEC source: 0001049782-22-000057 · wf-form4_165964828272401.xml · nonDerivative · entry 1

Carlson Carl M · CIK 0001604780 · Co-President & CFO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 120,645

F1 · shares: Performance based restricted stock shares granted pursuant to the Brookline Bancorp, Inc. 2021 Stock Option and Incentive Plan. The shares vest on the third anniversary of the date of grant based on certain performance based metrics.

Read SEC document
August 03, 2021 Filed Aug 4, 2021 16:44 UTC BROOKLINE BANCORP INC BRKL · Entity 75950 Tax withholdingCommon 886 $0.00 $0.00
Disclosure

SEC source: 0001049782-21-000058 · wf-form4_162810981032519.xml · nonDerivative · entry 5

Carlson Carl M · CIK 0001604780 · Co-President & CFO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 110,849

F4 · balance_after: Includes shares of restricted stock granted pursuant to the Brookline Bancorp, Inc. 2021 Stock Option and Incentive Plan.

Read SEC document
August 02, 2021 Filed Aug 4, 2021 16:44 UTC BROOKLINE BANCORP INC BRKL · Entity 75950 GrantCommon 9,077 $0.00 $0.00
Disclosure

SEC source: 0001049782-21-000058 · wf-form4_162810981032519.xml · nonDerivative · entry 4

Carlson Carl M · CIK 0001604780 · Co-President & CFO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 111,735

F3 · shares: Performance based restricted stock shares granted pursuant to the Brookline Bancorp, Inc. 2021 Stock Option and Incentive Plan. The shares vest on the third anniversary of the date of grant based on certain performance based metrics.

Read SEC document
August 02, 2021 Filed Aug 4, 2021 16:44 UTC BROOKLINE BANCORP INC BRKL · Entity 75950 GrantCommon 9,077 $0.00 $0.00
Disclosure

SEC source: 0001049782-21-000058 · wf-form4_162810981032519.xml · nonDerivative · entry 3

Carlson Carl M · CIK 0001604780 · Co-President & CFO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 102,658

F2 · shares: Restricted stock shares granted pursuant to the Brookline Bancorp, Inc. 2021 Stock Option and Incentive Plan. The shares vest in three equal installments on an annual basis, commencing one year from the date of grant.

Read SEC document
August 02, 2021 Filed Aug 4, 2021 16:44 UTC BROOKLINE BANCORP INC BRKL · Entity 75950 GrantCommon 251 $0.00 $0.00
Disclosure

SEC source: 0001049782-21-000058 · wf-form4_162810981032519.xml · nonDerivative · entry 2

Carlson Carl M · CIK 0001604780 · Co-President & CFO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 93,581

F1 · shares: Reflects additional performance based shares granted pursuant to the Brookline Bancorp, Inc. 2014 Equity Incentive Plan.

Read SEC document
August 02, 2021 Filed Aug 4, 2021 16:44 UTC BROOKLINE BANCORP INC BRKL · Entity 75950 Tax withholdingCommon 2,045 $0.00 $0.00
Disclosure

SEC source: 0001049782-21-000058 · wf-form4_162810981032519.xml · nonDerivative · entry 1

Carlson Carl M · CIK 0001604780 · Co-President & CFO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 93,330

Read SEC document
August 03, 2020 Filed Aug 4, 2020 12:31 UTC BROOKLINE BANCORP INC BRKL · Entity 75950 GrantCommon 9,048 $0.00 $0.00
Disclosure

SEC source: 0001049782-20-000031 · wf-form4_159655868519529.xml · nonDerivative · entry 4

Carlson Carl M · CIK 0001604780 · Chief Financial Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 95,375

F3 · shares: Performance based restricted stock shares granted pursuant to the Brookline Bancorp, Inc. 2014 Equity Incentive Plan. The shares vest on the third anniversary of the date of grant based on certain performance based metrics.

F4 · balance_after: Includes shares of restricted stock granted pursuant to the Brookline Bancorp Inc. 2014 Equity Incentive Plan.

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August 03, 2020 Filed Aug 4, 2020 12:31 UTC BROOKLINE BANCORP INC BRKL · Entity 75950 GrantCommon 9,048 $0.00 $0.00
Disclosure

SEC source: 0001049782-20-000031 · wf-form4_159655868519529.xml · nonDerivative · entry 3

Carlson Carl M · CIK 0001604780 · Chief Financial Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 86,327

F2 · shares: Restricted stock shares granted pursuant to the Brookline Bancorp, Inc. 2014 Equity Incentive Plan. The shares vest in three equal installments on an annual basis, commencing one year from the date of grant.

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August 03, 2020 Filed Aug 4, 2020 12:31 UTC BROOKLINE BANCORP INC BRKL · Entity 75950 Tax withholdingCommon 2,602 $0.00 $0.00
Disclosure

SEC source: 0001049782-20-000031 · wf-form4_159655868519529.xml · nonDerivative · entry 2

Carlson Carl M · CIK 0001604780 · Chief Financial Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 77,279

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August 03, 2020 Filed Aug 4, 2020 12:31 UTC BROOKLINE BANCORP INC BRKL · Entity 75950 GrantCommon 197 $0.00 $0.00
Disclosure

SEC source: 0001049782-20-000031 · wf-form4_159655868519529.xml · nonDerivative · entry 1

Carlson Carl M · CIK 0001604780 · Chief Financial Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 79,881

F1 · shares: Reflects additional performance based shares granted pursuant to the Brookline Bancorp, Inc. 2014 Equity Incentive Plan.

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May 04, 2020 Filed May 5, 2020 16:56 UTC BROOKLINE BANCORP INC BRKL · Entity 75950 PurchaseCommon 3,000 $9.11 $27,330.00
Disclosure

SEC source: 0001049782-20-000021 · wf-form4_158871219190265.xml · nonDerivative · entry 1

Carlson Carl M · CIK 0001604780 · Chief Financial Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 79,684

F1 · price: The price reported in Column 4 is a weighted average price. The shares were purchased in multiple transactions at prices ranging from $9.10 to $9.14, inclusive. The reporting person undertakes to provide to Brookline Bancorp, Inc., any security holder of Brookline Bancorp, Inc., or the staff of the Securities and Exchange Commission upon request, full information regarding the number of shares purchased at each separate price within the ranges set forth in footnote(1) to this form 4.

F2 · balance_after: Includes shares of restricted stock granted pursuant to the Brookline Bancorp, Inc. 2014 Equity Incentive Plan.

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August 02, 2019 Filed Aug 6, 2019 16:27 UTC BROOKLINE BANCORP INC BRKL · Entity 75950 GrantCommon Stock 5,782 $0.00 $0.00
Disclosure

SEC source: 0001179110-19-009195 · edgar.xml · nonDerivative · entry 3

Carlson Carl M · CIK 0001604780 · Chief Financial Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 76,684

F2 · shares: Performance based restricted stock shares granted pursuant to the Brookline Bancorp, Inc. 2014 Equity Incentive Plan. The shares vest on the third anniversary of the date of grant based on certain performance based metrics.

F3 · balance_after: Includes shares of restricted stock granted pursuant to the Brookline Bancorp Inc. 2014 Equity Incentive Plan.

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August 02, 2019 Filed Aug 6, 2019 16:27 UTC BROOKLINE BANCORP INC BRKL · Entity 75950 GrantCommon Stock 5,782 $0.00 $0.00
Disclosure

SEC source: 0001179110-19-009195 · edgar.xml · nonDerivative · entry 2

Carlson Carl M · CIK 0001604780 · Chief Financial Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 70,902

F1 · shares: Restricted stock shares granted pursuant to the Brookline Bancorp, Inc. 2014 Equity Incentive Plan. The shares vest in three equal installments on an annual basis, commencing one year from the date of grant.

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August 02, 2019 Filed Aug 6, 2019 16:27 UTC BROOKLINE BANCORP INC BRKL · Entity 75950 Tax withholdingCommon Stock 759 $0.00 $0.00
Disclosure

SEC source: 0001179110-19-009195 · edgar.xml · nonDerivative · entry 1

Carlson Carl M · CIK 0001604780 · Chief Financial Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 65,120

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Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.