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: Amendment No. 4 to a Schedule 13G/A reports that The Vanguard Group beneficially owns 0 shares (0%) of Eastern Bankshares Inc common stock. The filing notes an internal realignment effective January 12, 2026, under SEC Release No. 34-39538, after which certain Vanguard subsidiaries report holdings separately.
Eastern Bankshares, Inc. is asking shareholders to vote at its virtual 2026 annual meeting on May 18, 2026. Key items include electing six directors for one-year terms, an advisory vote on executive pay, and ratifying Ernst & Young LLP as independent auditor.
The proxy highlights growth since the 2020 IPO, with total assets reaching $30.6 billion, loans $23.6 billion and deposits $25.5 billion as of December 31, 2025. 2025 results include GAAP EPS of $0.43, operating EPS of $1.56, operating net income of $318.0 million, net interest income of $828.6 million, net interest margin of 3.51%, an operating efficiency ratio of 51.7% and operating ROATCE of 12.71%.
The board has 17 members, a majority of whom are independent, and is transitioning from a classified structure to annual director elections starting in 2027. Executive pay combines salary, annual cash incentives tied mainly to operating net income, and performance-based equity awards measured over three years.
Eastern Bankshares, Inc. insider activity shows indirect open-market buying linked to Chief Financial Officer R David Rosato. A trust held by his spouse purchased 5,000 shares of common stock at $18.45 per share on March 6, 2026, and another 5,000 shares at $19.17 per share on March 5, 2026. After these transactions, the trust’s indirect holdings reported were 50,000 common shares. A separate line reflects 10,732 common shares held directly as of March 5, 2026, recorded as a holdings update rather than a new trade.
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 $0.00 per share, increasing his directly held common stock to 463,709 shares before a related tax transaction.
To cover tax obligations, 5,427 common shares were withheld or disposed of at $19.45 per share, leaving 458,282 directly held common shares. Footnotes show multiple outstanding restricted stock unit grants that vest in annual installments, and an additional 4,921 common shares held indirectly through an ESOP, plus 200,000 shares held in joint tenancy with his spouse.
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 $19.45 per share. After these transactions, he directly held 10,732 common shares, plus reported holdings of 22,714 and 11,156 restricted stock units and an additional 40,000 common shares held indirectly "By Spouse in Trust."
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 $0.0000 per share. To cover tax obligations related to this award, 961 shares of common stock were disposed of at $19.4500 per share as a tax-withholding transaction.
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 March 1, 2022, March 1, 2024, March 3, 2025, and March 2, 2026, each vesting in scheduled installments subject to continued service.
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.