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.
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.
Eastern Bankshares, Inc. reported that Chief Financial Officer R. David Rosato acquired 11,156 restricted stock units on March 2, 2026 as a grant at no cost. These units convert into common stock on a one-for-one basis and vest in three equal annual installments beginning March 2, 2027, subject to continued service.
Eastern Bankshares, Inc. director Michael James Sullivan exercised a stock option for 50,000 shares on February 27, 2026. He converted a Stock Option (Right to Buy) into 50,000 shares of common stock at an exercise price of $13.38 per share.
Following the transaction, his directly held common stock totaled 128,323 shares. Indirectly, 707 shares are held by Double Eagle LLC and 711 shares are held in a rollover 401(k), as of the same date. The option exercise deadline arose from the merger of HarborOne into Eastern, which required exercise no later than May 1, 2026.
Eastern Bankshares, Inc. reports a sizeable regional banking franchise centered in Boston, with total assets of $30.6 billion, gross loans of $23.6 billion, deposits of $25.5 billion and shareholders’ equity of $4.3 billion as of December 31, 2025. The company operates Eastern Bank and eight specialized subsidiaries, offering commercial, consumer and wealth management services across Massachusetts, New Hampshire and Rhode Island.
On November 1, 2025, Eastern completed the merger with HarborOne Bancorp, issuing 26.9 million common shares and paying $74.6 million in cash, valuing the deal at approximately $550.1 million based on the October 31, 2025 share price. The transaction added scale in Greater Boston and Rhode Island and generated $202.2 million of goodwill. The loan book is diversified across commercial and industrial, commercial real estate, construction, small business, residential mortgages and home equity, while Cambridge Trust Wealth Management oversees $10.1 billion of client assets.