Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.
| Issuer | Shares | Source | Last tx | Detail |
|---|---|---|---|---|
| WASHINGTON TRUST BANCORP INC | 25,377 | reported | 23 Apr 2026 | tx 4+37,280 |
| Beacon Financial Corp | 17,443 | reported | 29 Aug 2025 | tx 6+19,858−6,786 |
| BOSTON PRIVATE FINANCIAL HOLDINGS INC | 0 | reported | 01 Jul 2021 | tx 41+213,369.83−283,718.55 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 23 Apr 2026 | PURCHASE | WASHINGTON TRUST BANCORP INC | 11,903 | 31.51 USD | |
| 23 Apr 2026 | PURCHASE | WASHINGTON TRUST BANCORP INC | 20,097 | 30.97 USD | |
| 22 Jan 2026 | GRANT_AWARD | WASHINGTON TRUST BANCORP INC | 2,710 | 0.00 USD | |
| 15 Sept 2025 | GRANT_AWARD | WASHINGTON TRUST BANCORP INC | 2,570 | 0.00 USD | |
| 29 Aug 2025 | TAX_WITHHOLDING | Beacon Financial Corp | 4,371 | 26.13 USD | |
| 29 Aug 2025 | GRANT_AWARD | Beacon Financial Corp | 8,950 | 0.00 USD | |
| 30 Jan 2025 | TAX_WITHHOLDING | Beacon Financial Corp | 1,547 | 29.13 USD | |
| 30 Jan 2024 | GRANT_AWARD | Beacon Financial Corp | 5,967 | 0.00 USD | |
| 30 Jan 2024 | TAX_WITHHOLDING | Beacon Financial Corp | 868 | 25.05 USD | |
| 30 Jan 2023 | GRANT_AWARD | Beacon Financial Corp | 4,941 | 0.00 USD | |
| 01 Jul 2021 | OTHER | BOSTON PRIVATE FINANCIAL HOLDINGS INC | 65,876.55 | 0.00 USD | |
| 01 Jul 2021 | OTHER | BOSTON PRIVATE FINANCIAL HOLDINGS INC | 22,727 | 0.00 USD | deriv |
| 01 Jul 2021 | OTHER | BOSTON PRIVATE FINANCIAL HOLDINGS INC | 2,106 | 0.00 USD | deriv |
| 01 Jul 2021 | OTHER | BOSTON PRIVATE FINANCIAL HOLDINGS INC | 7,035 | 0.00 USD | deriv |
| 01 Jul 2021 | OTHER | BOSTON PRIVATE FINANCIAL HOLDINGS INC | 25,634 | 0.00 USD | deriv |
| 01 Jul 2021 | OTHER | BOSTON PRIVATE FINANCIAL HOLDINGS INC | 45,455 | 0.00 USD | deriv |
| 01 Jul 2021 | OTHER | BOSTON PRIVATE FINANCIAL HOLDINGS INC | 18,953 | 0.00 USD | deriv |
| 01 Jul 2021 | OTHER | BOSTON PRIVATE FINANCIAL HOLDINGS INC | 31,656 | 0.00 USD | deriv |
| 14 May 2021 | TAX_WITHHOLDING | BOSTON PRIVATE FINANCIAL HOLDINGS INC | 1,033 | 15.19 USD | |
| 14 May 2021 | TAX_WITHHOLDING | BOSTON PRIVATE FINANCIAL HOLDINGS INC | 619 | 15.19 USD | |
| 14 May 2021 | EXERCISE | BOSTON PRIVATE FINANCIAL HOLDINGS INC | 3,154 | 15.19 USD | |
| 17 May 2021 | SALE | BOSTON PRIVATE FINANCIAL HOLDINGS INC | 3,055 | 15.07 USD | |
| 14 May 2021 | EXERCISE | BOSTON PRIVATE FINANCIAL HOLDINGS INC | 3,517 | 15.19 USD | |
| 14 May 2021 | EXERCISE | BOSTON PRIVATE FINANCIAL HOLDINGS INC | 2,106 | 15.19 USD | |
| 14 May 2021 | EXERCISE | BOSTON PRIVATE FINANCIAL HOLDINGS INC | 7,169 | 15.19 USD |