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.
Eastern Bankshares, Inc. filings document the company’s role as the Massachusetts stock holding company for Eastern Bank and its Nasdaq-listed common stock. Regular 8-K disclosures cover quarterly operating results, Regulation FD materials, cash dividends, share repurchase authorization, and other material events tied to the bank’s capital structure and financial condition.
The filing record also includes proxy materials for governance and shareholder matters, along with acquisition-related 8-K and 8-K/A filings for the completed HarborOne transaction. Those records include completion disclosures, merger consideration corrections, historical financial statements and pro forma financial information for the acquired business.
Vanguard Portfolio Management LLC filed as a significant institutional holder of Eastern Bankshares Inc common stock. It reports 13,262,936 shares beneficially owned, representing 5.73% of the class. Vanguard has sole voting power over 126,281 shares and sole dispositive power over 13,262,936 shares, with no shared voting or dispositive power. The holdings include shares held by various Vanguard funds and managed accounts where Vanguard or certain affiliates exercise voting and/or dispositive authority.
BlackRock, Inc. filed an amended Schedule 13G reporting passive ownership of common stock of Eastern Bankshares, Inc.. BlackRock reports beneficial ownership of 21,640,502 shares of common stock, representing 9.4% of the outstanding class.
BlackRock reports sole voting power over 21,290,311 shares and sole dispositive power over 21,640,502 shares, with no shared voting or dispositive power. Various underlying clients have rights to dividends or sale proceeds, but no single client holds more than five percent of Eastern Bankshares’ total outstanding common shares.
Eastern Bankshares, Inc. reported strong results for the quarter ended June 30, 2026. Net income was $105.2 million, or $0.48 per diluted share, including merger-related costs, while record operating net income reached $106.5 million, or $0.49 per diluted share. Return on average assets was 1.37% and return on average tangible common equity was 15.2%. Net interest income rose to $251.9 million with net interest margin (FTE) expanding to 3.66%.
Period-end loans grew 1.4% to $23.7 billion, and deposits increased 3.2% to $25.9 billion. Asset quality improved, with non-performing loans falling to $109.4 million, or 0.47% of total loans, and net charge-offs at 0.17% of average loans. Total assets were $31.1 billion, and wealth assets reached a record $11.5 billion, including $10.6 billion of assets under management.
The company returned $105.8 million of capital to shareholders in the quarter, including repurchase of 3.6 million shares at a weighted average price of $20.03, and payment of $33.1 million in cash dividends. The Board approved a new share repurchase program authorizing buybacks of up to 11.35 million shares (5% of common stock) through December 31, 2027, following Federal Reserve non-objection, and declared a regular quarterly dividend of $0.15 per share payable September 22, 2026 to shareholders of record on September 8, 2026.
Eastern Bankshares, Inc. director Luis Borgen sold 1,710 shares of Common Stock in an open-market transaction at an average price of $22.71 per share. The sale was executed on July 6, 2026 pursuant to his Rule 10b5-1 trading plan, indicating it was pre-arranged. After this sale, he holds a total of 20,475 shares, consisting of 4,172 shares of common stock, 12,420 shares of restricted stock that vest ratably over five years from a November 30, 2021 grant, and 3,883 shares of restricted stock that vest on the anniversary of a May 18, 2026 grant.
Eastern Bankshares, Inc. director Luis Borgen reported an open-market sale of 1,709 shares of Common Stock at $21.97 per share on June 29, 2026, under a pre-arranged Rule 10b5-1 trading plan. Following the sale, he directly holds 22,185 shares, including time-vesting restricted stock awards.
CHUNG JOSEPH reported acquisition or exercise transactions in this Form 4 filing.
Eastern Bankshares, Inc. director Joseph Chung received a grant of 3,883 shares of restricted common stock as compensation. The shares were awarded at no cash cost to him under the company’s 2021 Equity Incentive Plan and are scheduled to vest in full on May 18, 2026, the anniversary of the grant date.
After this grant, Chung directly holds 132,498 shares of common stock. This total consists of 116,195 shares of common stock and 16,303 shares of restricted stock, including 12,420 shares that vest ratably over five years from November 30, 2021 and the 3,883 restricted shares reported in this filing.
Hessan Diane reported acquisition or exercise transactions in this Form 4 filing.
Eastern Bankshares, Inc. director Diane Hessan received a grant of 3,883 shares of restricted common stock as compensation. The award was made at a price of $0.00 per share and is scheduled to vest in full on May 18, 2026.
After this grant, Hessan directly holds 122,498 shares of common stock, consisting of 106,195 unrestricted shares and 16,303 restricted shares under prior and current grants. Separately, 2,000 shares are held indirectly through Crimson Seed LLC, which is controlled by her spouse.
Markell Peter Kenneth reported acquisition or exercise transactions in this Form 4 filing.
Eastern Bankshares, Inc. director Peter Kenneth Markell reported receiving a grant of 3,883 shares of restricted common stock at no cash cost under the company’s 2021 Equity Incentive Plan. This restricted stock is scheduled to vest in full on the anniversary of the May 18, 2026 grant date.
After this award, Markell’s direct holdings total 182,498 shares, consisting of 166,195 common shares, 12,420 previously granted restricted shares that vest ratably over five years from November 30, 2021, and the 3,883 newly granted restricted shares.
Schmidt Cathleen Agnes reported acquisition or exercise transactions in this Form 4 filing.
Eastern Bankshares, Inc. director Cathleen Agnes Schmidt reported an equity compensation grant and updated share holdings. She received 3,883 shares of restricted common stock at $0.00 per share as a grant under the company’s 2021 Equity Incentive Plan. According to a footnote, this restricted stock is scheduled to vest in full on the anniversary of the grant date of May 18, 2026. After this award, she directly holds 13,011 shares of common stock, consisting of 9,128 regular shares and the 3,883 restricted shares, and indirectly holds 19,169 shares in a trust.