Welcome to our dedicated page for Eastern Bankshares SEC filings (Ticker: EBC), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
The Eastern Bankshares, Inc. (NASDAQ: EBC) SEC filings page on Stock Titan brings together the company’s regulatory disclosures from the U.S. Securities and Exchange Commission, with AI-powered tools to help interpret them. Eastern Bankshares, Inc., a Massachusetts corporation and the holding company for Eastern Bank, files current reports, earnings announcements and merger-related documents that explain its financial condition, capital actions and corporate transactions.
Among the key filings available are Form 8-K reports covering quarterly financial results, including net income, net interest income, noninterest income and expense, asset quality metrics and capital ratios. These filings often describe both GAAP and non-GAAP financial measures, such as operating net income, operating efficiency ratio and tangible book value per share, along with management’s rationale for using them. Users can also review 8-K items that disclose regular cash dividends, share repurchase program authorizations and the outcomes of shareholder votes at annual meetings.
A significant portion of Eastern’s recent filing activity relates to its acquisition of HarborOne Bancorp, Inc. Multiple Forms 8-K and 8-K/A detail the Agreement and Plan of Merger, the effective time of the holdco and bank mergers, the treatment of HarborOne common stock, restricted shares and stock options, and the allocation and proration of stock and cash consideration. These documents also describe the issuance of Eastern common stock in the merger and the funding of the cash portion of the merger consideration.
Stock Titan’s platform enhances these filings with AI-generated summaries that highlight the most important points from lengthy documents, helping users quickly understand items such as merger terms, dividend declarations, share repurchase authorizations and board appointments. Real-time updates from EDGAR ensure that new Eastern Bankshares, Inc. filings, including Forms 10-K, 10-Q and 4 when available, are added promptly, while structured views make it easier to locate specific information on topics like insider roles, governance changes and material events.
Eastern Bankshares, Inc. Chief Executive Officer Denis K. Sheahan exercised 34,065 restricted stock units on March 3, 2026, converting them into 34,065 shares of common stock at a stated price of $0.00 per share. To cover associated tax obligations, 15,184 common shares were disposed of at $19.45 per share through share withholding. Following these transactions, Sheahan continued to hold common stock directly and indirectly, including 18,881 shares held directly and additional shares held through a revocable trust, an IRA, and an ESOP. Footnotes explain that the RSUs generally convert into common stock on a one-for-one basis and that a prior Form 4 had inadvertently overstated derivative holdings by 8,606 units, which is corrected in the current totals.
Eastern Bankshares Executive Chair Robert Francis Rivers reported equity award activity on March 3, 2026. He converted 11,223 restricted stock units into common stock at
To cover tax obligations, 5,427 common shares were withheld or disposed of at
Eastern Bankshares Executive VP Steven Louis Antonakes reported equity award activity in Eastern Bankshares, Inc. He exercised 1,654 restricted stock units into an equal number of common shares at $0.00 per share and had 486 common shares withheld at $19.45 per share to cover tax obligations. Following these transactions, he directly holds 75,290 common shares and 31,509 restricted stock units, with additional indirect common share holdings through a 401(k) plan and an ESOP.
Eastern Bankshares, Inc. Chief Financial Officer R. David Rosato exercised 4,135 restricted stock units into 4,135 shares of common stock on March 3, 2026. To cover tax obligations, 1,425 common shares were disposed of at
Eastern Bankshares, Inc. Chief Information Officer Donald Michael Westermann exercised 2,165 restricted stock units into the same number of shares of common stock on March 3, 2026, at a stated price of
After these transactions, he held 32,972 shares of common stock directly as of the report date, along with indirect holdings of 22,682 shares by a 401(k) and 4,921 shares by an ESOP. He also held restricted stock units that convert into common stock on a one-for-one basis, including awards originally granted on
Eastern Bankshares, Inc. Executive VP and General Counsel Kathleen Cloherty exercised 2,165 restricted stock units into 2,165 shares of common stock at
To cover tax obligations related to this conversion, 961 common shares were disposed of at
The report also states that an immediately preceding Form 4 understated her beneficially owned common shares by 16,961 shares due to a clerical error that omitted directly held shares acquired on
Eastern Bankshares, Inc. President Quincy Lee exercised 5,621 restricted stock units into common stock on March 3, 2026, converting them one-for-one into shares at $0.00 per share. To cover tax obligations, 2,493 common shares were disposed of at $19.45 per share through share withholding. Following these transactions, Lee directly held 66,538 common shares, plus additional common stock and restricted stock units through direct and indirect holdings, including 401(k), IRA, spouse IRA, and ESOP accounts.
Eastern Bankshares, Inc. senior vice president and chief accounting officer David Andrew Ahlquist reported equity awards activity. Restricted stock units converted into 1,634 shares of common stock, matching the one-for-one RSU-to-share ratio, and 567 common shares were withheld at $19.45 per share to cover tax obligations. After these transactions, he held 12,972 shares of common stock directly, plus additional indirect holdings through a 401(k) plan and an ESOP, along with multiple blocks of unvested restricted stock units scheduled to vest in three equal annual installments, subject to continued service.
Eastern Bankshares, Inc. reported that Chief Executive Officer Denis K. Sheahan received a grant of 24,340 restricted stock units on March 2, 2026 at no cost. These RSUs vest in three equal annual installments beginning on March 2, 2027, and each unit converts into one share of common stock when it vests.
The filing also shows an earlier open-market sale of 1 share of common stock at $13.85 on September 16, 2025, executed in an IRA account associated with the reporting person. A footnote explains this was the sale of a fractional share by the transfer agent in connection with a transfer to a brokerage account.
Eastern Bankshares, Inc. president Miller Quincy Lee reported multiple stock-based compensation movements. On March 2, 2026, he received a grant of 15,162 restricted stock units (RSUs), each representing a contingent right to one EBC common share, vesting in three equal annual installments beginning March 2, 2027, subject to continued service.
On March 1, 2026, several earlier RSU and performance RSU awards converted into common stock, including 25,069 common shares received upon vesting of a performance RSU award tied to total shareholder return versus the KBW Nasdaq Regional Banking Index, which paid out at 93.1% of target. Lee also received an additional 10,542 common shares as a grant. To satisfy tax obligations, the company withheld 11,154 and 4,676 common shares at $19.56 per share, recorded as dispositions. After these transactions, he reported direct ownership of EBC common stock and indirect holdings through a 401(k), IRA, spouse’s IRA, and an ESOP.