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. Executive VP and General Counsel Kathleen Cloherty exercised 2,165 restricted stock units into 2,165 shares of common stock at $0.0000 per share on March 3, 2026. These restricted stock units convert into common stock on a one-for-one basis.
To cover tax obligations related to this conversion, 961 common shares were disposed of at $19.4500 per share through a tax-withholding transaction. After these transactions, she directly held 57,146 common shares and 32,532 restricted stock units, with additional indirect holdings of common stock through a 401(k) plan and an ESOP as of the report date.
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 March 1, 2026. The amounts shown now correct that inadvertent exclusion.
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.
Eastern Bankshares, Inc. SVP and Chief Accounting Officer David Andrew Ahlquist reported several equity compensation moves. He received a grant of 4,540 restricted stock units, which each represent a right to one EBC common share, vesting annually over three years starting March 2, 2027, subject to continued service. He also exercised previously granted restricted stock units into 3,653 shares of common stock and used 1,266 shares, valued at $19.56 each, to satisfy tax withholding. After these transactions, he directly held 11,905 common shares, with additional indirect holdings through a 401(k) and an ESOP as of the report date.
Eastern Bankshares, Inc. Executive Chair Robert Francis Rivers reported multiple equity compensation transactions. On March 2, 2026, he received a grant of 33,301 restricted stock units (RSUs), which, according to the award terms, vest in three equal annual installments beginning March 2, 2027, subject to continued service. RSUs convert into common stock on a one-for-one basis.
On March 1, 2026, he exercised previously granted RSUs into 47,492 shares of common stock, and shares were automatically withheld to cover taxes, with 16,893 and 11,019 shares of common stock disposed of at $19.5600 per share. Following these transactions, he directly held 452,486 shares of common stock, including 200,000 shares in joint tenancy with his spouse, plus indirect ownership of 4,921 shares through an ESOP. Footnotes state he also continues to hold multiple RSU awards, including performance-based units that paid out at 93.1% of target based on total shareholder return over a three-year period.
Eastern Bankshares, Inc. Executive VP and General Counsel Kathleen Cloherty reported a series of equity compensation transactions involving restricted stock units (RSUs) and common stock. RSUs convert into common stock on a one-for-one basis, with vesting tied to continued service and, for some awards, to performance.
On March 2, 2026, she was granted 7,099 RSUs that vest in three equal annual installments beginning March 2, 2027. On March 1, 2026, multiple RSU awards were exercised or converted into 16,961 shares of common stock, and she received an additional 5,520 shares as a grant. To satisfy tax obligations, 7,664 and 2,449 shares of common stock were withheld at a price of 19.5600 per share. Footnotes show a performance-based RSU award paid out at 93.1% of target total shareholder return, and the report also lists indirect holdings through a 401(k) and an ESOP.
Eastern Bankshares, Inc. Chief Information Officer Donald Michael Westermann reported multiple equity transactions involving restricted stock units and common stock. On March 2, 2026, he received a grant of 7,099 restricted stock units that vest in three equal annual installments beginning March 2, 2027.
On March 1, 2026, several restricted stock unit awards were exercised or converted, resulting in the acquisition of 14,359 shares of common stock. On the same date, 6,522 and 2,449 common shares were withheld at $19.56 per share to cover tax liabilities. He also received a grant of 5,520 common shares and holds additional common stock indirectly through a 401(k) plan and an ESOP.
Eastern Bankshares, Inc. Executive VP Steven Louis Antonakes reported multiple equity awards and related share movements. On March 2, 2026, he received 4,629 restricted stock units (RSUs) that vest in three equal annual installments beginning March 2, 2027. On March 1, 2026, he was granted 4,150 shares of common stock.
Several RSU exercises or conversions on March 1, 2026 delivered common shares, with a portion of those shares (3,935 and 1,219 shares at $19.56 per share) withheld to cover tax obligations. After these transactions, he directly held 73,202 shares of common stock, plus 33,163 RSUs and indirect holdings of 13,109 common shares by a 401(k) and 4,921 common shares by an ESOP as of the reporting date. A performance RSU award tied to total shareholder return over January 1, 2023 through December 31, 2025 paid out at 93.1% of target.