Eastern Bankshares director sells 10,000 shares

Eastern Bankshares, Inc. (EBC) director Joseph F. Casey reported selling 10,000 shares of common stock on August 20, 2026 at $22.88 per share.

Rhea-AI Filing Summary

Eastern Bankshares, Inc. (EBC) director Joseph F. Casey reported selling 10,000 shares of common stock on August 20, 2026 at $22.88 per share. The sale was executed through a Traditional IRA as an indirect holding and was carried out pursuant to a Rule 10b5-1 trading plan. After the sale, the IRA held 82,079 shares, in addition to other reported direct and indirect common stock holdings.

Insider Trade Summary 10b5-1

Net Seller: 10,000 shares

Net Sell 4 txns

Insider CASEY JOSEPH F

Role Director

Sold 10,000 shs ($229K)

Type	Security	Shares	Price	Value
Sale	Common Stock F1	10,000	$22.88	$229K
holding	Common Stock	--	--	--
holding	Common Stock	--	--	--
holding	Common Stock	--	--	--

Holdings After Transaction: Common Stock — 82,079 shares (Indirect, Traditional IRA); Common Stock — 3,883 shares (Direct); Common Stock — 227,234 shares (Indirect, By Trust); Common Stock — 2,282 shares (Indirect, Roth IRA)

Footnotes (1)

1. F1. Sale of shares executed on August 20, 2026 pursuant to Reporting Person's 10b5-1 plan.

Key Figures

Shares sold: 10,000 shares Sale price per share: $22.88 per share Traditional IRA holdings after transaction: 82,079 shares +3 more

6 metrics

Shares sold 10,000 shares Common Stock sale on August 20, 2026

Sale price per share $22.88 per share Common Stock sale on August 20, 2026

Traditional IRA holdings after transaction 82,079 shares Indirect ownership via Traditional IRA after sale

Direct holdings after transaction 3,883 shares Directly held Common Stock

Trust holdings after transaction 227,234 shares Indirect ownership by trust

Roth IRA holdings after transaction 2,282 shares Indirect ownership via Roth IRA

Key Terms

Rule 10b5-1 plan, Traditional IRA, Roth IRA, indirect ownership

4 terms

Rule 10b5-1 plan regulatory

"Sale of shares executed on August 20, 2026 pursuant to Reporting Person's 10b5-1 plan"

A Rule 10b5-1 plan is a prearranged, written schedule that lets corporate insiders buy or sell company stock at set times or amounts, even if they later learn material nonpublic information. Think of it like setting an automatic thermostat for trades: it creates a clear record that trades were planned in advance, reducing the risk of insider-trading accusations and helping investors trust that insider transactions are routine rather than based on secret information.

Traditional IRA financial

"indirect or indirect: I, nature_of_ownership: Traditional IRA"

Roth IRA financial

"nature_of_ownership: Roth IRA"

A Roth IRA is a retirement savings account you fund with money that’s already been taxed, and withdrawals taken in retirement under the account rules are tax-free. It matters to investors because it shifts the tax bill to today instead of retirement, potentially increasing after-tax income later—think of it like paying for a lifetime subscription now so you can use it without extra charges in the future—helpful for long-term tax planning and flexibility.

indirect ownership financial

"ownership_type: indirect, ownership_code: I"

FAQ

AI-generated questions and answers. How Rhea-AI works. Not financial advice.

What insider transaction did EBC director Joseph F. Casey report?

He reported a sale of 10,000 shares of Eastern Bankshares, Inc. common stock on August 20, 2026, at $22.88 per share, executed through an indirectly held Traditional IRA.

Was the August 20, 2026 EBC stock sale under a Rule 10b5-1 plan?

Yes. The filing states the 10,000-share sale on August 20, 2026 was executed pursuant to the reporting person’s Rule 10b5-1 trading plan.

How many EBC shares does Joseph F. Casey hold in his Traditional IRA after the sale?

Following the transaction, the Traditional IRA indirectly holding Eastern Bankshares, Inc. stock for Joseph F. Casey held 82,079 shares of common stock.

What are Joseph F. Casey’s other reported EBC share holdings?

In addition to the Traditional IRA, reported holdings after the transactions include 3,883 shares held directly, 227,234 shares held indirectly by a trust, and 2,282 shares held indirectly in a Roth IRA.

Is the reported EBC insider transaction a buy or a sell?

The reported insider transaction is a sale: 10,000 shares of Eastern Bankshares, Inc. common stock were sold at $22.88 per share on August 20, 2026.

AI-generated analysis. How Rhea-AI works. Not financial advice.

Form 4 Insider Transactions: What Each Field Means →

See more from StockTitan in Google Search and AI answers. Adds StockTitan as a preferred source · opens Google

Add on Google Not now

Accepted by SEC EDGAR 08/21/2026 - 04:15 PM EDT Learn about SEC filing dates

SEC Form 4

FORM 4

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

STATEMENT OF CHANGES IN BENEFICIAL OWNERSHIP

Filed pursuant to Section 16(a) of the Securities Exchange Act of 1934
or Section 30(h) of the Investment Company Act of 1940

OMB APPROVAL

OMB Number:			3235-0287
Estimated average burden
hours per response:			0.5

Check this box if no longer subject to Section 16. Form 4 or Form 5 obligations may continue. See Instruction 1(b).

X

Check this box to indicate that a transaction was made pursuant to a contract, instruction or written plan for the purchase or sale of equity securities of the issuer that is intended to satisfy the affirmative defense conditions of Rule 10b5-1(c). See Instruction 10.

1. Name and Address of Reporting Person^*

CASEY JOSEPH F

(Last) (First) (Middle)

125 HIGH STREET

(Street)

BOSTON MASSACHUSETTS 02110

(City) (State) (Zip)

UNITED STATES

(Country)

2. Issuer Name and Ticker or Trading Symbol
Eastern Bankshares, Inc. [ EBC ]

5. Relationship of Reporting Person(s) to Issuer
(Check all applicable)

X	Director		10% Owner
	Officer (give title below)		Other (specify below)

2a. Foreign Trading Symbol

3. Date of Earliest Transaction (Month/Day/Year)
08/20/2026

6. Individual or Joint/Group Filing (Check Applicable Line)

X	Form filed by One Reporting Person
	Form filed by More than One Reporting Person

4. If Amendment, Date of Original Filed (Month/Day/Year)

Table I - Non-Derivative Securities Acquired, Disposed of, or Beneficially Owned
1. Title of Security (Instr. 3)	2. Transaction Date (Month/Day/Year)	2A. Deemed Execution Date, if any (Month/Day/Year)	3. Transaction Code (Instr. 8)		4. Securities Acquired (A) or Disposed Of (D) (Instr. 3, 4 and 5)			5. Amount of Securities Beneficially Owned Following Reported Transaction(s) (Instr. 3 and 4)	6. Ownership Form: Direct (D) or Indirect (I) (Instr. 4)	7. Nature of Indirect Beneficial Ownership (Instr. 4)
			Code	V	Amount	(A) or (D)	Price
Common Stock								3,883	D
Common Stock								227,234	I	By Trust
Common Stock	08/20/2026		S		10,000(1)	D	$22.88	82,079	I	Traditional IRA
Common Stock								2,282	I	Roth IRA

Table II - Derivative Securities Acquired, Disposed of, or Beneficially Owned (e.g., puts, calls, warrants, options, convertible securities)
1. Title of Derivative Security (Instr. 3)	2. Conversion or Exercise Price of Derivative Security	3. Transaction Date (Month/Day/Year)	3A. Deemed Execution Date, if any (Month/Day/Year)	4. Transaction Code (Instr. 8)		5. Number of Derivative Securities Acquired (A) or Disposed of (D) (Instr. 3, 4 and 5)		6. Date Exercisable and Expiration Date (Month/Day/Year)		7. Title and Amount of Securities Underlying Derivative Security (Instr. 3 and 4)		8. Price of Derivative Security (Instr. 5)	9. Number of derivative Securities Beneficially Owned Following Reported Transaction(s) (Instr. 4)	10. Ownership Form: Direct (D) or Indirect (I) (Instr. 4)	11. Nature of Indirect Beneficial Ownership (Instr. 4)
				Code	V	(A)	(D)	Date Exercisable	Expiration Date	Title	Amount or Number of Shares

Explanation of Responses:

1. Sale of shares executed on August 20, 2026 pursuant to Reporting Person's 10b5-1 plan.

	/s/ Laura Vaughn Burek, by Power of Attorney	08/21/2026
	** Signature of Reporting Person	Date
Reminder: Report on a separate line for each class of securities beneficially owned directly or indirectly.
* If the form is filed by more than one reporting person, see Instruction 4 (b)(v).
** Intentional misstatements or omissions of facts constitute Federal Criminal Violations See 18 U.S.C. 1001 and 15 U.S.C. 78ff(a).
Note: File three copies of this Form, one of which must be manually signed. If space is insufficient, see Instruction 6 for procedure.
Persons who respond to the collection of information contained in this form are not required to respond unless the form displays a currently valid OMB Number.
* Form 4: SEC 1474 (03-26)