Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Eastern Bankshares, Inc.EBC · Entity 448 | Director | May 13, 2024 | May 15, 2024 |
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 13, 2024 · Filed May 15, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 124,443 |
Reported balance
After 2024-05-13 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2024-05-13 · Grant · Acquired 4,696 · Balance 124,443 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 December 31, 2024. F2: Consists of (i) 82,489 shares of common stock; (ii) 37,258 remaining shares of restricted stock from a grant issued on November 30, 2021, 12,419 of which vest on November 30, 2024, and 24,839 of which vest on December 31, 2024; and (iii) 4,696 shares of restricted stock reported on this Form 4. |
| Common StockSEC Table I · non-derivative | IndirectBy Spouse | 50,000 |
Reported balance
Holding disclosure · report date 2024-05-13 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 50,000 |
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 December 31, 2024.
F2: Consists of (i) 82,489 shares of common stock; (ii) 37,258 remaining shares of restricted stock from a grant issued on November 30, 2021, 12,419 of which vest on November 30, 2024, and 24,839 of which vest on December 31, 2024; and (iii) 4,696 shares of restricted stock reported on this Form 4.
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 13, 2024 Filed May 15, 2024 16:17 UTC | Eastern Bankshares, Inc. EBC · Entity 448 | GrantCommon Stock | 4,696 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-060493 · ownership.xml · nonDerivative · entry 1 Spiess Paul Davis · CIK 0001825655 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 124,443 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 December 31, 2024. F2 · balance_after: Consists of (i) 82,489 shares of common stock; (ii) 37,258 remaining shares of restricted stock from a grant issued on November 30, 2021, 12,419 of which vest on November 30, 2024, and 24,839 of which vest on December 31, 2024; and (iii) 4,696 shares of restricted stock reported on this Form 4. Read SEC document |
| May 15, 2023 Filed May 17, 2023 16:06 UTC | Eastern Bankshares, Inc. EBC · Entity 448 | GrantCommon Stock | 4,782 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-23-013183 · doc4.xml · nonDerivative · entry 1 Spiess Paul Davis · CIK 0001825655 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 119,747 F1 · shares: These shares represent restricted stock that was granted under the Issuer's 2021 Equity Incentive Plan pursuant to the terms of such plan. This restricted stock is scheduled to vest in full on the anniversary of the grant date of May 15, 2023. F2 · balance_after: Consists of (i) 65,288 shares of common stock; (ii) 49,677 remaining shares of restricted stock that vest ratably over a five-year period on the anniversary of the November 30, 2021 date of grant; and (iii) 4,782 shares of restricted stock reported on this Form 4. Read SEC document |
| May 17, 2022 Filed May 19, 2022 16:53 UTC | Eastern Bankshares, Inc. EBC · Entity 448 | GrantCommon Stock | 2,869 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-22-018858 · doc4.xml · nonDerivative · entry 1 Spiess Paul Davis · CIK 0001825655 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 114,965 F1 · shares: These shares represent restricted stock that was granted under the Issuer's 2021 Equity Incentive Plan. This restricted stock is scheduled to vest in full on May 14, 2023. F2 · balance_after: Consists of (i) 50,000 shares of common stock; (ii) 62,096 shares of restricted stock that vest ratably over a five-year period on the anniversary of the November 30, 2021 date of grant; and (iii) the shares of restricted stock reported on this Form 4. Read SEC document |
| November 30, 2021 Filed Dec 2, 2021 16:05 UTC | Eastern Bankshares, Inc. EBC · Entity 448 | GrantCommon Stock | 62,096 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-21-046569 · doc4.xml · nonDerivative · entry 1 Spiess Paul Davis · CIK 0001825655 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 112,096 F1 · shares: These shares represent restricted stock that was granted under and pursuant to Section 3.3(b) of the Issuer's Eastern Bankshares, Inc. 2021 Equity Incentive Plan. This restricted stock is scheduled to vest pro-rata on an annual basis over a five-year period. Read SEC document |
| October 14, 2020 Filed Oct 16, 2020 17:34 UTC | Eastern Bankshares, Inc. EBC · Entity 448 | PurchaseCommon Stock | 50,000 | $10.00 | $500,000.00 |
DisclosureSEC source: 0001209191-20-055115 · doc4.xml · nonDerivative · entry 2 Spiess Paul Davis · CIK 0001825655 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Spouse Disclosed balance after: 50,000 Read SEC document |
| October 14, 2020 Filed Oct 16, 2020 17:34 UTC | Eastern Bankshares, Inc. EBC · Entity 448 | PurchaseCommon Stock | 50,000 | $10.00 | $500,000.00 |
DisclosureSEC source: 0001209191-20-055115 · doc4.xml · nonDerivative · entry 1 Spiess Paul Davis · CIK 0001825655 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 50,000 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.