Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.
| Issuer | Shares | Source | Last tx | Detail |
|---|---|---|---|---|
| Eastern Bankshares, Inc. | 132,206 | reported | 18 May 2026 | tx 5+67,579−63,696 |
| HarborOne Bancorp, Inc. | 24,050 | reported | 16 Aug 2017 | tx 3+70,425 |
| HarborOne Bancorp, Inc./NEW | 0 | reported | 01 Nov 2025 | tx 15+169,507−169,513 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 18 May 2026 | GRANT_AWARD | Eastern Bankshares, Inc. | 3,883 | 0.00 USD | |
| 27 Feb 2026 | EXERCISE | Eastern Bankshares, Inc. | 50,000 | 13.38 USD | |
| 27 Feb 2026 | EXERCISE | Eastern Bankshares, Inc. | 50,000 | 0.00 USD | deriv |
| 25 Nov 2025 | EXERCISE | Eastern Bankshares, Inc. | 13,696 | 13.38 USD | |
| 25 Nov 2025 | EXERCISE | Eastern Bankshares, Inc. | 13,696 | 0.00 USD | deriv |
| 01 Nov 2025 | OTHER | HarborOne Bancorp, Inc./NEW | 1,000 | — | |
| 01 Nov 2025 | OTHER | HarborOne Bancorp, Inc./NEW | 85,250 | — | |
| 01 Nov 2025 | OTHER | HarborOne Bancorp, Inc./NEW | 83,263 | 0.00 USD | deriv |
| 03 Mar 2025 | GRANT_AWARD | HarborOne Bancorp, Inc./NEW | 4,314 | 0.00 USD | |
| 01 Mar 2024 | GRANT_AWARD | HarborOne Bancorp, Inc./NEW | 4,181 | 0.00 USD | |
| 12 May 2023 | PURCHASE | HarborOne Bancorp, Inc./NEW | 4,500 | 7.82 USD | first after silence |
| 01 Mar 2023 | GRANT_AWARD | HarborOne Bancorp, Inc./NEW | 3,571 | 0.00 USD | |
| 01 Mar 2022 | GRANT_AWARD | HarborOne Bancorp, Inc./NEW | 2,349 | 0.00 USD | |
| 01 Mar 2021 | GRANT_AWARD | HarborOne Bancorp, Inc./NEW | 3,199 | 0.00 USD | |
| 29 Oct 2020 | GRANT_AWARD | HarborOne Bancorp, Inc./NEW | 3,950 | 0.00 USD | |
| 07 Nov 2019 | PURCHASE | HarborOne Bancorp, Inc./NEW | 1,000 | 10.74 USD | first after silence |
| 08 Nov 2019 | PURCHASE | HarborOne Bancorp, Inc./NEW | 1,000 | 10.65 USD | |
| 14 Aug 2019 | OTHER | HarborOne Bancorp, Inc./NEW | 43,180 | 0.00 USD | |
| 14 Aug 2019 | GRANT_AWARD | HarborOne Bancorp, Inc./NEW | 15,000 | 10.00 USD | |
| 14 Aug 2019 | OTHER | HarborOne Bancorp, Inc./NEW | 83,263 | 0.00 USD | deriv |
| 16 Aug 2017 | GRANT_AWARD | HarborOne Bancorp, Inc. | 18,550 | 0.00 USD | |
| 16 Aug 2017 | GRANT_AWARD | HarborOne Bancorp, Inc. | 46,375 | 0.00 USD | deriv |
| 25 Aug 2016 | PURCHASE | HarborOne Bancorp, Inc. | 5,500 | 14.25 USD |
2 purchases reported after at least 12 months of silence — most recent on 12 May 2023.