Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.
| Issuer | Shares | Source | Last tx | Detail |
|---|---|---|---|---|
| INDEPENDENT BANK CORP | 63,272.78 | reported | 19 Mar 2015 | tx 91+197,949.05−216,771.05 |
| Eastern Bankshares, Inc. | 34,065 | reported | 03 Mar 2026 | tx 11+276,682−62,018 |
| CAMBRIDGE BANCORP | 0 | reported | 12 Jul 2024 | tx 37+67,101−72,325 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 03 Mar 2026 | TAX_WITHHOLDING | Eastern Bankshares, Inc. | 15,184 | 19.45 USD | |
| 03 Mar 2026 | EXERCISE | Eastern Bankshares, Inc. | 34,065 | 0.00 USD | |
| 03 Mar 2026 | EXERCISE | Eastern Bankshares, Inc. | 34,065 | 0.00 USD | deriv |
| 16 Sept 2025 | SALE | Eastern Bankshares, Inc. | 1 | 13.85 USD | |
| 02 Mar 2026 | GRANT_AWARD | Eastern Bankshares, Inc. | 24,340 | 0.00 USD | deriv |
| 03 Sept 2025 | EXERCISE | Eastern Bankshares, Inc. | 8,606 | 0.00 USD | |
| 03 Sept 2025 | TAX_WITHHOLDING | Eastern Bankshares, Inc. | 4,162 | 17.02 USD | |
| 03 Sept 2025 | EXERCISE | Eastern Bankshares, Inc. | 8,606 | 0.00 USD | deriv |
| 25 Aug 2025 | PURCHASE | Eastern Bankshares, Inc. | 29,762 | 16.71 USD | first after silence |
| 03 Mar 2025 | GRANT_AWARD | Eastern Bankshares, Inc. | 154,088 | 0.00 USD | deriv |
| 03 Sept 2024 | GRANT_AWARD | Eastern Bankshares, Inc. | 25,821 | 0.00 USD | deriv |
| 12 Jul 2024 | OTHER | CAMBRIDGE BANCORP | 49,285 | — | |
| 12 Jul 2024 | OTHER | CAMBRIDGE BANCORP | 689 | — | |
| 12 Jul 2024 | OTHER | CAMBRIDGE BANCORP | 8,799 | — | |
| 13 Mar 2024 | GIFT | CAMBRIDGE BANCORP | 816 | 0.00 USD | |
| 15 Feb 2024 | TAX_WITHHOLDING | CAMBRIDGE BANCORP | 336 | 68.39 USD | |
| 09 May 2023 | GIFT | CAMBRIDGE BANCORP | 1,044 | 0.00 USD | |
| 02 May 2023 | PURCHASE | CAMBRIDGE BANCORP | 500 | 46.90 USD | |
| 28 Apr 2023 | GRANT_AWARD | CAMBRIDGE BANCORP | 6,970 | 0.00 USD | |
| 14 Mar 2023 | PURCHASE | CAMBRIDGE BANCORP | 1,000 | 68.00 USD | first after silence |
| 09 Mar 2023 | GRANT_AWARD | CAMBRIDGE BANCORP | 4,723 | 74.03 USD | |
| 15 Feb 2023 | TAX_WITHHOLDING | CAMBRIDGE BANCORP | 624 | 84.03 USD | |
| 21 Jan 2023 | TAX_WITHHOLDING | CAMBRIDGE BANCORP | 439 | 83.08 USD | |
| 10 Mar 2022 | GRANT_AWARD | CAMBRIDGE BANCORP | 5,473 | 0.00 USD | |
| 15 Feb 2022 | TAX_WITHHOLDING | CAMBRIDGE BANCORP | 289 | 88.18 USD |
2 purchases reported after at least 12 months of silence — most recent on 25 Aug 2025.