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Eastern Bankshares, Inc. (EBC)

USD22.27 -0.04 (-0.18%)
US NASDAQ Financial Services Banks - Regional
Address 125 High Street 2110
Boston, MA, US
CEO Denis K. Sheahan
IPO 2020-10-15
CIK 1810546 ISIN US27627N1054

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Description

Eastern Bankshares, Inc. operates as the bank holding company for Eastern Bank that provides banking, trust, and investment services to retail, commercial, and small business customers in the United States. The company offers deposit accounts, interest checking accounts, money market accounts, savings accounts, and time certificates of deposit accounts. It also provides commercial and industrial products, such as asset based lending portfolio; commercial real estate and construction; small business, residential real estate, and home equity loans; lines of credit; and other consumer loans comprising unsecured personal lines of credit, overdraft protection, automobile loans, home improvement loans, airplane loans, and other personal loans. In addition, the company offers wealth management and trust services, financial planning, and portfolio management; and automated lock box collection, cash management, and account reconciliation services. Eastern Bankshares, Inc. was founded in 1818 and is headquartered in Boston, Massachusetts.

Market Cap & Enterprise Value
Merger & Acquisition History
Target company Date Filing
Cambridge 2023-11-13 View
Technical Outlook
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Signal Summary Loading…
Indicator 1D1W2W3W1M
Each column is computed on that timeframe's candles (1D = daily, 1W ≈ weekly, 1M ≈ monthly), not on the same last day. ▲ bullish · ▼ bearish · — neutral. The Net row counts signals per column; hover any cell (or the indicator name) to see the exact rule behind it.
Day Score & sub-scores
Statistical fingerprint & regime detail
Conditional historical analysis
Customize analysis (advanced)
Indicative levels generated algorithmically. Not financial advice.
Risk Profile
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Price Chart
Averages
Trend
Price
Levels
Draw
USD22.27 -0.04 (-0.18%)
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Volume Profile
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Liquidity & share structure
Average Volume
3M
Beta
0.70
Float Shares
203.85M
Free Float %
88.2%
Price Performance
1D5D1M3M6M YTD1Y3Y5Y10YMax
-0.45% -1.35% -2.47% +0.87% +4.78% +7.05% +31.53% +76.95% -11.17% +62.39% +62.39%
Rolling Volatility
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Drawdown
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Relative Strength
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Monthly Returns Heatmap
From To
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Annual Monthly Returns
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Daily Returns Distribution
vs.
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Revenue flow

Revenue by geography

Revenue by segment

From To

Revenue composition

From To

By product

By geography

Financial Statements

Income Statement

Balance Sheet

Cash Flow Statement

Key Metrics

Financial Ratios

Employees

Financial Growth (CAGR)

Market Data

Analyst Consensus (7 ratings, all time) Buy
Price Targets & DCF
Current price
22.27
Low 22.00 -1.2%
Consensus 23.13 +3.9%
Median 23.25 +4.4%
High 24.00 +7.8%
DCF (Unlevered) 15.50 -30.4%
DCF (Levered) 42.69 +91.7%

DCF figures are point estimates: small changes in growth or discount-rate assumptions move them materially. Read them as a reference, not a precise target.

Ratings Trend (MoM) 88% Bullish
Rating 2026-05 Change
Strong Buy 2 0
Buy 5 +1
Hold 1 0
Sell 0 0
Strong Sell 0 0
Price Target Summary
Period # Analysts Avg Target
Last Month 1
24.00
+7.8%
Last Quarter 2
24.00
+7.8%
Last Year 4
23.13
+3.9%
All Time 4
23.13
+3.9%
Quality scores
Altman Z-Score
-0.67
Distress
Piotroski F-Score
6 / 9
Average
Composite Rating
A-
Overall Score
4 / 5
High
DCF Score
5 / 5
High
ROE Score
3 / 5
Medium
ROA Score
4 / 5
High
D/E Score
3 / 5
Medium
P/E Score
2 / 5
Medium
P/Book Score
3 / 5
Medium
Operational MOAT
  • Revenue growth
    -1.2% Q1'26: +1,169.4% (vs Q1'25)
  • EPS growth
    -39.4% Q1'26: +126.6% (vs Q1'25)
  • FCF margin
    Q1'26: -3.3% (vs Q1'25)
  • EBIT margin
    Q1'26: +22.3% (vs Q1'25)
  • ROIC
    Q1'26: +5.7% (vs Q1'25)
  • Share dilution
    +18.8% Q1'26: +10.9% (vs Q1'25)
  • Debt / EBITDA
    Q1'26: 1.68× (vs Q1'25)
Valuation Multiples From To
Price Forecast (3Y) From To
Model
Adjust
P/E
Theoretical Return — If Invested Today

* These projections are based on analyst consensus estimates and user-defined valuation multiples. This table is for informational purposes only and does not constitute a recommendation to buy or sell any security. Past performance is not indicative of future results.

DCF Interactive Model (UFCF)
Projection years:
Market assumptions
WACC components (optional)
Ke (Cost of Equity) = Rf + β (0.71) × ERP
WACC = 96% × Ke + 4% × Kd (168.2%) × (1−t)

Modifying these values recalculates WACC automatically.

Business assumptions
Intrinsic value (base): 15.50 Current price: 22.27
Enterprise Value: Equity Value: Terminal Value: TV as % of EV:

Base values reflect the latest available data for this company and market conditions.

Consensus Estimates
Metric Dec 2020
actual
Dec 2021
actual
Dec 2022
actual
Dec 2023
actual
Dec 2024
actual
Dec 2025
actual
Dec 2026
6 Rev. Ana.
7 EPS Ana.
Dec 2027
6 Rev. Ana.
7 EPS Ana.
Dec 2028
2 Rev. Ana.
5 EPS Ana.
Revenue
582.52M
est: 571.55M (+1.9%)
523.48M
est: 611.95M (-14.5%)
681.93M
est: 779.33M (-12.5%)
558.71M
est: 601.89M (-7.2%)
1.07B
est: 741.51M (+44.4%)
1.06B
est: 1.00B (+5.3%)
1.24B
1.23B – 1.25B
+23.2% YoY
1.31B
1.27B – 1.35B
+6.0% YoY
1.43B
1.41B – 1.46B
+9.2% YoY
EBITDA
63.81M
est: 99.59M (-35.9%)
198.88M
est: 181.56M (+9.5%)
261.65M
est: 305.33M (-14.3%)
-102.36M
est: 110.25M (-192.8%)
194.14M
est: 135.83M (+42.9%)
163.03M
est: 183.87M (-11.3%)
226.62M
224.77M – 228.48M
+23.2% YoY
240.18M
232.79M – 247.57M
+6.0% YoY
262.29M
257.53M – 267.59M
+9.2% YoY
EBIT
35.90M
est: 76.26M (-52.9%)
176.00M
est: 81.65M (+115.5%)
238.23M
est: 103.99M (+129.1%)
-126.00M
est: 84.22M (-249.6%)
155.77M
est: 103.75M (+50.1%)
99.51M
est: 140.45M (-29.2%)
173.11M
171.69M – 174.53M
+23.2% YoY
183.46M
177.81M – 189.10M
+6.0% YoY
200.35M
196.71M – 204.40M
+9.2% YoY
Net Income
22.74M
est: 105.66M (-78.5%)
154.67M
est: 131.63M (+17.5%)
199.76M
est: 239.73M (-16.7%)
232.18M
est: 212.98M (+9.0%)
119.56M
est: 212.61M (-43.8%)
88.22M
est: 331.45M (-73.4%)
407.46M
398.79M – 416.13M
+22.9% YoY
450.67M
447.74M – 486.67M
+10.6% YoY
558.31M
545.15M – 573.00M
+23.9% YoY
SGA
274.44M
est: 240.41M (+14.2%)
240.35M
est: 314.74M (-23.6%)
248.64M
est: 272.33M (-8.7%)
282.50M
est: 237.48M (+19.0%)
324.04M
est: 292.56M (+10.8%)
360.31M
est: 396.05M (-9.0%)
488.13M
484.13M – 492.13M
+23.2% YoY
517.32M
501.40M – 533.24M
+6.0% YoY
564.94M
554.70M – 576.37M
+9.2% YoY
EPS
0.13
est: 0.58 (-77.6%)
0.90
est: 0.96 (-6.1%)
1.21
est: 1.34 (-9.6%)
1.43
est: 0.98 (+45.5%)
0.66
est: 0.98 (-32.8%)
0.40
est: 1.54 (-74.0%)
1.87
1.84 – 1.92
+21.9% YoY
2.17
2.07 – 2.25
+15.8% YoY
2.58
2.52 – 2.65
+18.9% YoY
Recent Grade Changes (3M)
Date Firm Previous New Grade Action
2026-04-27 TD Cowen Buy Buy Maintain
Historical Ratings (3M)
Date Rating Overall DCF ROE ROA D/E P/E P/B
2026-05-28 A- 4/5 5/5 3/5 4/5 3/5 2/5 3/5
2026-05-27 A- 4/5 5/5 3/5 4/5 3/5 2/5 3/5
2026-05-26 A- 4/5 5/5 3/5 4/5 3/5 2/5 3/5
2026-05-22 A- 4/5 5/5 3/5 4/5 3/5 2/5 3/5
2026-05-21 A- 4/5 5/5 3/5 4/5 3/5 2/5 3/5
2026-05-20 A- 4/5 5/5 3/5 4/5 3/5 2/5 3/5
2026-05-19 A- 4/5 5/5 3/5 4/5 3/5 2/5 3/5
2026-05-18 A- 4/5 5/5 3/5 4/5 3/5 2/5 3/5
2026-05-15 A- 4/5 5/5 3/5 4/5 3/5 2/5 3/5
2026-05-14 A- 4/5 5/5 3/5 4/5 3/5 2/5 3/5
2026-05-13 A- 4/5 5/5 3/5 4/5 3/5 2/5 3/5
2026-05-12 A- 4/5 5/5 3/5 4/5 3/5 2/5 3/5
2026-05-11 A- 4/5 5/5 3/5 4/5 3/5 2/5 3/5
2026-05-08 A- 4/5 5/5 3/5 4/5 3/5 2/5 3/5
2026-05-07 A- 4/5 5/5 3/5 4/5 3/5 2/5 3/5
2026-05-06 A- 4/5 5/5 3/5 4/5 3/5 2/5 3/5
2026-05-05 A- 4/5 5/5 3/5 4/5 3/5 2/5 3/5
2026-05-04 A- 4/5 5/5 3/5 4/5 3/5 2/5 3/5
2026-05-01 A- 4/5 5/5 3/5 4/5 3/5 3/5 3/5
2026-04-30 A- 4/5 5/5 3/5 4/5 3/5 3/5 3/5
2026-04-29 A- 4/5 5/5 3/5 4/5 3/5 3/5 3/5
2026-04-28 A- 4/5 5/5 3/5 4/5 3/5 3/5 3/5
2026-04-27 A- 4/5 5/5 3/5 4/5 2/5 3/5 3/5
2026-04-24 B+ 3/5 5/5 3/5 4/5 1/5 3/5 3/5
2026-04-23 B+ 3/5 5/5 3/5 4/5 1/5 3/5 3/5
2026-04-22 B 3/5 5/5 2/5 3/5 2/5 1/5 3/5
2026-04-21 B 3/5 5/5 2/5 4/5 2/5 1/5 3/5
2026-04-20 B 3/5 5/5 2/5 4/5 2/5 1/5 3/5
2026-04-17 B 3/5 5/5 2/5 4/5 2/5 1/5 3/5
2026-04-16 B 3/5 5/5 2/5 4/5 2/5 1/5 3/5
2026-04-15 B 3/5 5/5 2/5 4/5 2/5 1/5 3/5

Owner Earnings

Owner's Earnings (history) From To
Owner alignment
Owner's Earnings TTM
404.79M
OE per share TTM
1.98
Owner's Yield
9.24%
Maintenance CapEx ratio
44.89%
Maint CapEx / Avg PPE
9.4%

Ownership Overview

Ownership breakdown
At a glance
Institutional holders
301
Total invested
3.30B
Insider transactions (90d)
15
Beneficial owners (>5%)
6
Beneficial owners (>5%)
# Reporting person Amount owned % of class Sole voting Shared voting Sole dispositive Shared dispositive Type Citizenship Filing date SEC filing
1 The Vanguard Group - 23-1945930 15.62M 8.36% 178.4K 15.28M 333.0K IA Pennsylvania 2022-02-09
2 51-0099493 14.94M 8.02% 14.94M 14.94M EP Delaware 2022-02-10
3 85-4328500 13.23M 7.50% 4.71M 13.23M IA Maryland 2024-02-14
4 (1) BlackRock, Inc. 11.47M 6.10% 11.33M 11.47M HC Delaware 2021-02-02
5 Abigail P. Johnson 11.02M 6.25% 11.02M IN United States of America 2024-02-09
6 FMR LLC 11.02M 6.25% 11.02M 11.02M HC Delaware 2024-02-09

Institutional Activity (13F)

Institutional ownership trend From To
13F snapshot — 2026 Q1
Investors holding
301
+12 vs prev Q
New positions
45
Closed positions
34
Increased
141
Reduced
101
Put/Call ratio
3.60
Calls held
18.7K
Puts held
67.4K
Top institutional holders
# Investor Shares / Δ Mkt value / Δ Own% / Δ Weight% / Δ Avg px / Perf. Hold / Status
1 MACQUARIE MANAGEMENT HOLDINGS, INC. 3.11M +3.1M (+100.0%) 57.34B +57.3B (+100.0%) 1.45% +1.446 pp 0.09% +0.087 pp USD18.43 +0.0% 1 qtrs NEW
2 VANGUARD GROUP INC 21.87M +2.4M (+12.6%) 403.14M +50.4M (+14.3%) 10.16% +0.374 pp 0.01% +0.001 pp USD16.51 +11.6% 21 qtrs
3 BLACKROCK, INC. 17.79M +1.0M (+6.1%) 327.83M +23.5M (+7.7%) 8.27% -0.181 pp 0.01% +0.000 pp USD16.65 +10.7% 6 qtrs
4 FMR LLC 17.61M -1.4M (-7.4%) 324.52M -20.5M (-6.0%) 8.18% -1.395 pp 0.02% -0.001 pp USD16.18 +13.9% 21 qtrs
5 T. ROWE PRICE INVESTMENT MANAGEMENT, INC. 13.73M +3.4M (+33.0%) 253.02M +65.7M (+35.1%) 6.38% +1.180 pp 0.16% +0.045 pp USD15.47 +19.1% 14 qtrs
6 DIMENSIONAL FUND ADVISORS LP 9.55M +939.7K (+10.9%) 176.05M +19.7M (+12.6%) 4.44% +0.100 pp 0.04% +0.003 pp USD16.14 +14.2% 18 qtrs
7 STATE STREET CORP 8.92M +1.4M (+18.5%) 164.38M +27.7M (+20.3%) 4.14% +0.351 pp 0.01% +0.001 pp USD17.16 +7.4% 21 qtrs
8 WELLINGTON MANAGEMENT GROUP LLP 7.44M +4.8M (+185.9%) 137.07M +89.8M (+190.3%) 3.46% +2.145 pp 0.02% +0.016 pp USD17.91 +2.9% 21 qtrs
9 HOLDCO ASSET MANAGEMENT, LP 7.38M +974.0K (+15.2%) 136.06M +19.7M (+17.0%) 3.43% +0.202 pp 10.24% -2.041 pp USD16.16 +14.0% 3 qtrs
10 GEODE CAPITAL MANAGEMENT, LLC 5.43M +592.0K (+12.2%) 100.05M +12.3M (+14.0%) 2.52% +0.086 pp 0.01% +0.001 pp USD16.68 +10.5% 21 qtrs
11 JENNISON ASSOCIATES LLC 5.31M +992.2K (+23.0%) 97.88M +19.5M (+24.9%) 2.47% +0.292 pp 0.06% +0.013 pp USD16.81 +9.6% 21 qtrs
12 FRONTIER CAPITAL MANAGEMENT CO LLC 2.96M -25.8K (-0.9%) 54.58M +360.7K (+0.7%) 1.38% -0.129 pp 0.58% +0.093 pp USD16.93 +8.9% 6 qtrs
13 BROWN ADVISORY INC 2.58M -1.3M (-33.9%) 47.56M -23.3M (-32.9%) 1.20% -0.768 pp 0.07% -0.026 pp USD16.07 +14.7% 21 qtrs
14 CITADEL ADVISORS LLC 2.41M +2.3M (+3,294.4%) 44.38M +43.1M (+3,346.8%) 1.12% +1.083 pp 0.01% +0.007 pp USD18.38 +0.3% 21 qtrs
15 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 2.09M +173.2K (+9.1%) 38.44M +3.7M (+10.7%) 0.97% +0.006 pp 0.01% +0.000 pp USD16.41 +12.3% 21 qtrs
16 MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 2.02M -72.5K (-3.5%) 37.19M -750.8K (-2.0%) 0.94% -0.115 pp 0.01% +0.000 pp USD13.87 +32.9% 8 qtrs
17 SYSTEMATIC FINANCIAL MANAGEMENT LP 1.90M -23.5K (-1.2%) 35.07M +107.0K (+0.3%) 0.88% -0.086 pp 0.83% -0.024 pp USD16.09 +14.5% 7 qtrs
18 WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC 1.89M -194.4K (-9.3%) 34.91M -3.0M (-7.9%) 0.88% -0.172 pp 0.10% -0.001 pp USD18.47 -0.2% 18 qtrs
19 NORTHERN TRUST CORP 1.89M +60.6K (+3.3%) 34.78M +1.6M (+4.9%) 0.88% -0.043 pp 0.00% +0.000 pp USD16.59 +11.1% 21 qtrs
20 NORGES BANK 1.82M +1.8M (+100.0%) 33.55M +33.5M (+100.0%) 0.85% +0.846 pp 0.00% +0.004 pp USD18.43 +0.0% 1 qtrs NEW
21 UBS GROUP AG 1.81M +1.3M (+249.9%) 33.36M +24.0M (+255.3%) 0.84% +0.581 pp 0.01% +0.004 pp USD17.85 +3.2% 21 qtrs
22 MORGAN STANLEY 1.79M +516.3K (+40.6%) 32.96M +9.9M (+42.8%) 0.83% +0.190 pp 0.00% +0.001 pp USD17.02 +8.3% 21 qtrs
23 GOLDMAN SACHS GROUP INC 1.47M +372.6K (+33.8%) 27.17M +7.2M (+35.9%) 0.69% +0.130 pp 0.00% +0.001 pp USD18.57 -0.8% 21 qtrs
24 EASTERN BANK 1.45M -97.4K (-6.3%) 26.73M -1.4M (-4.8%) 0.67% -0.106 pp 0.46% -0.038 pp USD16.38 +12.5% 6 qtrs
25 JPMORGAN CHASE & CO 1.31M -79.0K (-5.7%) 24.23M -1.1M (-4.2%) 0.61% -0.091 pp 0.00% +0.000 pp USD15.28 +20.6% 21 qtrs
26 MANUFACTURERS LIFE INSURANCE COMPANY, THE 1.29M +313.2K (+32.1%) 23.76M +6.0M (+34.1%) 0.60% +0.107 pp 0.02% +0.005 pp USD15.29 +20.5% 21 qtrs
27 IMPAX ASSET MANAGEMENT GROUP PLC 1.28M +275.0K (+27.5%) 23.50M +5.3M (+29.5%) 0.59% +0.089 pp 0.15% +0.041 pp USD18.08 +1.9% 16 qtrs
28 BASSWOOD CAPITAL MANAGEMENT, L.L.C. 1.19M +1.2M (+100.0%) 21.96M +22.0M (+100.0%) 0.55% +0.554 pp 0.89% +0.889 pp USD18.43 +0.0% 1 qtrs NEW
29 ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 1.16M +728.0K (+169.2%) 21.35M +13.5M (+173.3%) 0.54% +0.321 pp 0.01% +0.008 pp USD17.33 +6.3% 3 qtrs
30 BANK OF NEW YORK MELLON CORP 1.13M -126.7K (-10.1%) 20.81M -2.0M (-8.7%) 0.52% -0.108 pp 0.00% -0.001 pp USD17.23 +7.0% 21 qtrs
31 MILLENNIUM MANAGEMENT LLC 1.12M -397.8K (-26.1%) 20.71M -6.9M (-25.0%) 0.52% -0.244 pp 0.01% -0.003 pp USD17.03 +8.2% 21 qtrs
32 NUVEEN, LLC 1.07M +34.6K (+3.4%) 19.64M +926.4K (+5.0%) 0.50% -0.024 pp 0.01% +0.000 pp USD17.45 +5.6% 4 qtrs
33 FJ CAPITAL MANAGEMENT LLC 926.8K -49.5K (-5.1%) 17.08M -638.9K (-3.6%) 0.43% -0.061 pp 1.89% -0.006 pp USD18.15 +1.5% 2 qtrs
34 BARCLAYS PLC 874.4K +257.1K (+41.7%) 16.12M +6.0M (+59.3%) 0.41% +0.095 pp 0.00% +0.001 pp USD16.96 +8.7% 16 qtrs
35 FREESTONE GROVE PARTNERS LP 860.9K +860.9K (+100.0%) 15.87M +15.9M (+100.0%) 0.40% +0.400 pp 0.11% +0.115 pp USD18.43 +0.0% 3 qtrs
36 NORTH REEF CAPITAL MANAGEMENT LP 796.5K +796.5K (+100.0%) 14.68M +14.7M (+100.0%) 0.37% +0.370 pp 0.59% +0.591 pp USD18.43 +0.0% 1 qtrs NEW
37 BRIDGEWATER ASSOCIATES, LP 714.2K +317.8K (+80.2%) 13.16M +6.0M (+83.0%) 0.33% +0.132 pp 0.05% +0.020 pp USD18.27 +0.9% 2 qtrs
38 ALYESKA INVESTMENT GROUP, L.P. 700.0K +700.0K (+100.0%) 12.90M +12.9M (+100.0%) 0.33% +0.325 pp 0.04% +0.036 pp USD18.43 +0.0% 1 qtrs NEW
39 BANK OF AMERICA CORP /DE/ 646.7K -5.0K (-0.8%) 11.92M +91.0K (+0.8%) 0.30% -0.028 pp 0.00% +0.000 pp USD16.62 +10.9% 21 qtrs
40 ALGEBRIS (UK) LTD 624.5K +111.8K (+21.8%) 11.51M +2.2M (+23.8%) 0.29% +0.032 pp 0.90% -0.150 pp USD18.20 +1.3% 2 qtrs
41 SUSQUEHANNA INTERNATIONAL GROUP, LLP 560.8K +318.6K (+131.6%) 10.34M +5.9M (+135.2%) 0.26% +0.139 pp 0.00% +0.001 pp USD17.44 +5.7% 21 qtrs
42 QUBE RESEARCH & TECHNOLOGIES LTD 512.4K +512.4K (+100.0%) 9.44M +9.4M (+100.0%) 0.24% +0.238 pp 0.01% +0.010 pp USD18.43 +0.0% 3 qtrs
43 MARSHALL WACE, LLP 442.1K +170.8K (+63.0%) 8.15M +3.2M (+65.5%) 0.21% +0.069 pp 0.01% +0.002 pp USD18.26 +0.9% 2 qtrs
44 UBS ASSET MANAGEMENT AMERICAS INC 433.1K +85.2K (+24.5%) 7.98M +1.7M (+26.4%) 0.20% +0.026 pp 0.00% +0.000 pp USD16.68 +10.5% 20 qtrs
45 SWISS NATIONAL BANK 425.0K +56.0K (+15.2%) 7.83M +1.1M (+17.0%) 0.20% +0.012 pp 0.00% +0.001 pp USD19.58 -5.9% 19 qtrs
46 RENAISSANCE TECHNOLOGIES LLC 413.0K +304.7K (+281.4%) 7.61M +5.6M (+287.2%) 0.19% +0.137 pp 0.01% +0.009 pp USD17.63 +4.5% 19 qtrs
47 INVESCO LTD. 394.6K -30.6K (-7.2%) 7.27M -445.1K (-5.8%) 0.18% -0.031 pp 0.00% 0.000 pp USD17.04 +8.2% 21 qtrs
48 CITIGROUP INC 386.5K +213.7K (+123.7%) 7.12M +4.0M (+127.2%) 0.18% +0.093 pp 0.00% +0.002 pp USD16.84 +9.4% 21 qtrs
49 ENDEAVOUR CAPITAL ADVISORS INC 377.8K -39.3K (-9.4%) 6.96M -607.2K (-8.0%) 0.18% -0.035 pp 1.94% -0.352 pp USD16.13 +14.3% 12 qtrs
50 RAFFLES ASSOCIATES LP 359.8K +— (+0.0%) 6.63M +100.7K (+1.5%) 0.17% -0.014 pp 4.97% -1.106 pp USD15.96 +15.5% 21 qtrs
51 DARK FOREST CAPITAL MANAGEMENT LP 350.0K +293.3K (+516.7%) 6.45M +5.4M (+526.3%) 0.16% +0.134 pp 0.29% +0.264 pp USD18.08 +1.9% 7 qtrs
52 RAFFERTY ASSET MANAGEMENT, LLC 340.2K +68.7K (+25.3%) 6.27M +1.3M (+27.2%) 0.16% +0.021 pp 0.02% +0.006 pp USD15.85 +16.3% 20 qtrs
53 JAIN GLOBAL LLC 332.0K +304.9K (+1,123.6%) 6.12M +5.6M (+1,142.5%) 0.15% +0.141 pp 0.03% +0.027 pp USD18.41 +0.1% 2 qtrs
54 STATE OF WISCONSIN INVESTMENT BOARD 331.0K +5.5K (+1.7%) 6.10M +192.7K (+3.3%) 0.15% -0.010 pp 0.01% +0.000 pp USD18.72 -1.5% 16 qtrs
55 NORTHSTAR ASSET MANAGEMENT INC 330.8K -85.8K (-20.6%) 6.10M -1.5M (-19.4%) 0.15% -0.056 pp 1.57% -0.392 pp USD16.72 +10.2% 19 qtrs
56 MAN GROUP PLC 319.2K -200.3K (-38.6%) 5.88M -3.5M (-37.6%) 0.15% -0.113 pp 0.01% -0.006 pp USD15.28 +20.6% 21 qtrs
57 ALLIANCEBERNSTEIN L.P. 301.4K +43.8K (+17.0%) 5.55M +880.0K (+18.8%) 0.14% +0.010 pp 0.00% +0.000 pp USD16.59 +11.1% 21 qtrs
58 RHUMBLINE ADVISERS 287.0K -3.7K (-1.3%) 5.29M +12.9K (+0.2%) 0.13% -0.013 pp 0.00% +0.000 pp USD16.32 +12.9% 21 qtrs
59 COLONY GROUP, LLC 285.6K +211.8K (+287.3%) 5.26M +3.9M (+297.9%) 0.13% +0.096 pp 0.01% +0.004 pp USD18.06 +2.0% 5 qtrs
60 BESSEMER GROUP INC 262.4K +262.2K (+121,943.3%) 4.84M +4.8M (+120,800.0%) 0.12% +0.122 pp 0.01% +0.007 pp USD18.43 +0.0% 6 qtrs
61 CREATIVE PLANNING 262.0K +9.6K (+3.8%) 4.83M +247.8K (+5.4%) 0.12% -0.005 pp 0.00% +0.000 pp USD16.36 +12.7% 21 qtrs
62 WELLS FARGO & COMPANY/MN 249.3K +97.9K (+64.6%) 4.60M +1.8M (+67.2%) 0.12% +0.040 pp 0.00% +0.000 pp USD16.98 +8.5% 21 qtrs
63 TD ASSET MANAGEMENT INC 240.6K +88.4K (+58.1%) 4.43M +1.7M (+60.6%) 0.11% +0.035 pp 0.00% +0.001 pp USD15.57 +18.4% 12 qtrs
64 AQR CAPITAL MANAGEMENT LLC 236.4K +139.6K (+144.1%) 4.36M +2.6M (+147.9%) 0.11% +0.061 pp 0.00% +0.001 pp USD17.75 +3.8% 4 qtrs
65 JANE STREET GROUP, LLC 217.3K +217.3K (+100.0%) 4.01M +4.0M (+100.0%) 0.10% +0.101 pp 0.00% +0.001 pp USD18.43 +0.0% 10 qtrs
66 LEGAL & GENERAL GROUP PLC 214.1K +13.8K (+6.9%) 3.95M +309.9K (+8.5%) 0.10% -0.001 pp 0.00% +0.000 pp USD18.24 +1.0% 21 qtrs
67 VOYA INVESTMENT MANAGEMENT LLC 210.9K -96.2K (-31.3%) 3.89M -1.7M (-30.3%) 0.10% -0.057 pp 0.00% -0.002 pp USD15.27 +20.7% 21 qtrs
68 CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 205.1K +25.7K (+14.3%) 3.78M +523.4K (+16.1%) 0.10% +0.005 pp 0.00% +0.000 pp USD16.65 +10.7% 21 qtrs
69 TOWLE & CO 200.8K +200.8K (+100.0%) 3.70M +3.7M (+100.0%) 0.09% +0.093 pp 0.98% +0.978 pp USD18.43 +0.0% 1 qtrs NEW
70 PRICE T ROWE ASSOCIATES INC /MD/ 197.0K +22.6K (+12.9%) 3.63M +465.0K (+14.7%) 0.09% +0.004 pp 0.00% +0.000 pp USD16.29 +13.1% 21 qtrs
71 BRANDYWINE GLOBAL INVESTMENT MANAGEMENT, LLC 186.8K -6.7K (-3.4%) 3.44M -68.6K (-2.0%) 0.09% -0.011 pp 0.02% -0.001 pp USD14.70 +25.4% 8 qtrs
72 AMERICAN CENTURY COMPANIES INC 174.2K +101.3K (+138.9%) 3.21M +1.9M (+142.5%) 0.08% +0.044 pp 0.00% +0.001 pp USD16.98 +8.5% 21 qtrs
73 DEUTSCHE BANK AG\ 173.8K +22.2K (+14.6%) 3.20M +450.9K (+16.4%) 0.08% +0.004 pp 0.00% +0.000 pp USD17.26 +6.8% 21 qtrs
74 SENTINEL PENSION ADVISORS INC 167.9K -10.1K (-5.7%) 3.09M -136.2K (-4.2%) 0.08% -0.012 pp 0.48% -0.041 pp USD17.15 +7.5% 6 qtrs
75 AMERIPRISE FINANCIAL INC 162.4K -8.0K (-4.7%) 2.99M -99.6K (-3.2%) 0.08% -0.010 pp 0.00% +0.000 pp USD13.84 +33.2% 18 qtrs
76 WILLIAMS JONES WEALTH MANAGEMENT, LLC. 161.7K +123.3K (+320.8%) 2.98M +2.3M (+327.3%) 0.08% +0.056 pp 0.03% +0.026 pp USD18.08 +1.9% 6 qtrs
77 RUFFER LLP 160.1K +160.1K (+100.0%) 2.96M +3.0M (+100.0%) 0.07% +0.074 pp 0.13% +0.135 pp USD18.43 +0.0% 1 qtrs NEW
78 XTX TOPCO LTD 153.8K +153.8K (+100.0%) 2.83M +2.8M (+100.0%) 0.07% +0.072 pp 0.07% +0.074 pp USD18.43 +0.0% 1 qtrs NEW
79 HSBC HOLDINGS PLC 143.0K +143.0K (+100.0%) 2.63M +2.6M (+100.0%) 0.07% +0.066 pp 0.00% +0.001 pp USD18.43 +0.0% 8 qtrs
80 FIRST TRUST ADVISORS LP 125.7K -1.0M (-89.0%) 2.32M -18.5M (-88.9%) 0.06% -0.519 pp 0.00% -0.014 pp USD14.40 +28.0% 9 qtrs
81 STATE OF NEW JERSEY COMMON PENSION FUND D 124.0K -10.2K (-7.6%) 2.29M -149.9K (-6.2%) 0.06% -0.010 pp 0.01% -0.001 pp USD16.36 +12.7% 19 qtrs
82 METLIFE INVESTMENT MANAGEMENT, LLC 123.6K +5.8K (+5.0%) 2.28M +140.4K (+6.6%) 0.06% -0.002 pp 0.01% +0.001 pp USD17.45 +5.6% 21 qtrs
83 SEI INVESTMENTS CO 120.6K +105.7K (+708.1%) 2.22M +2.0M (+720.5%) 0.06% +0.049 pp 0.00% +0.002 pp USD18.11 +1.8% 21 qtrs
84 ROYAL BANK OF CANADA 116.0K -188.2K (-61.9%) 2.14M -3.4M (-61.3%) 0.05% -0.099 pp 0.00% -0.001 pp USD15.27 +20.7% 21 qtrs
85 HENNESSY ADVISORS INC 113.0K -17.0K (-13.1%) 2.08M -276.9K (-11.7%) 0.05% -0.013 pp 0.07% -0.008 pp USD17.73 +3.9% 18 qtrs
86 MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. 102.9K +11.5K (+12.6%) 1.90M +237.4K (+14.3%) 0.05% +0.002 pp 0.00% +0.000 pp USD15.09 +22.1% 7 qtrs
87 US BANCORP \DE\ 102.7K +234.0 (+0.2%) 1.89M +33.0K (+1.8%) 0.05% -0.004 pp 0.00% +0.000 pp USD16.43 +12.2% 19 qtrs
88 COMMONWEALTH EQUITY SERVICES, LLC 95.5K +3.2K (+3.4%) 1.76M +84.6K (+5.0%) 0.04% -0.002 pp 0.00% +0.000 pp USD15.36 +20.0% 8 qtrs
89 JANUS HENDERSON GROUP PLC 94.6K +10.9K (+13.0%) 1.74M +223.4K (+14.7%) 0.04% +0.002 pp 0.00% +0.000 pp USD13.61 +35.4% 18 qtrs
90 BEAUMONT FINANCIAL ADVISORS, LLC 92.6K -2.6K (-2.8%) 1.71M -21.7K (-1.3%) 0.04% -0.005 pp 0.11% -0.003 pp USD17.16 +7.4% 13 qtrs
91 NORTHEAST INVESTMENT MANAGEMENT 92.5K -4.4K (-4.6%) 1.70M -54.7K (-3.1%) 0.04% -0.006 pp 0.07% -0.004 pp USD16.39 +12.4% 6 qtrs
92 VERITION FUND MANAGEMENT LLC 88.2K -6.5K (-6.9%) 1.63M -93.7K (-5.4%) 0.04% -0.007 pp 0.01% -0.001 pp USD16.87 +9.2% 5 qtrs
93 RUSSELL INVESTMENTS GROUP, LTD. 87.8K +1.3K (+1.6%) 1.62M +49.0K (+3.1%) 0.04% -0.003 pp 0.00% +0.000 pp USD16.61 +11.0% 18 qtrs
94 FIRST PACIFIC ADVISORS, LP 85.9K +— (+0.0%) 1.58M +24.0K (+1.5%) 0.04% -0.003 pp 0.02% -0.001 pp USD12.89 +43.0% 11 qtrs
95 ZURCHER KANTONALBANK (ZURICH CANTONALBANK) 83.9K +24.1K (+40.4%) 1.55M +461.6K (+42.5%) 0.04% +0.009 pp 0.00% +0.001 pp USD17.16 +7.4% 19 qtrs
96 ANDERSON FINANCIAL STRATEGIES, LLC 83.0K -5.9K (-6.6%) 1.53M -83.2K (-5.2%) 0.04% -0.006 pp 0.89% -0.067 pp USD16.13 +14.3% 3 qtrs
97 INTECH INVESTMENT MANAGEMENT LLC 81.7K +10.2K (+14.3%) 1.51M +207.9K (+16.0%) 0.04% +0.002 pp 0.01% +0.002 pp USD16.98 +8.5% 6 qtrs
98 ADVISOR GROUP HOLDINGS, INC. 80.1K +12.9K (+19.3%) 1.48M +257.7K (+21.1%) 0.04% +0.003 pp 0.00% +0.001 pp USD17.94 +2.7% 21 qtrs
99 UNIVERSAL- BETEILIGUNGS- UND SERVICEGESELLSCHAFT MBH 76.6K +3.2K (+4.4%) 1.41M +80.2K (+6.0%) 0.04% -0.001 pp 0.00% +0.000 pp USD18.16 +1.5% 2 qtrs
100 NEW YORK STATE COMMON RETIREMENT FUND 70.8K +10.7K (+17.8%) 1.30M +214.0K (+19.6%) 0.03% +0.003 pp 0.00% +0.000 pp USD17.02 +8.3% 21 qtrs
Ownership breakdown by holder

Insider Activity

Insider Activity — Latest Quarter
Ratio by transactions
0.00
Bearish
Buys
15
Sells
0
Shares acquired
58.2K
Shares disposed
Cash buys
Cash sales
Net activity
+58,245
Insider buys vs sells (history) From To
Recent insider transactions From To
Date Person Role Transaction A/D Security Shares Price Value Owned after D/I Filing
2026-05-18 Zelleke Andargachew S Director A-Award A Common Stock 3,883 0.00 13,595 D
2026-05-18 Williams Linda Marie Director A-Award A Common Stock 3,883 0.00 12,751 D
2026-05-18 Sullivan Michael James Director A-Award A Common Stock 3,883 0.00 132,206 D
2026-05-18 Schmidt Cathleen Agnes Director A-Award A Common Stock 3,883 0.00 13,011 D
2026-05-18 Palandjian Leon Aghababai Director A-Award A Common Stock 3,883 0.00 99,561 D
2026-05-18 Markell Peter Kenneth Director A-Award A Common Stock 3,883 0.00 182,498 D
2026-05-18 Jackson Deborah C Director A-Award A Common Stock 3,883 0.00 75,339 D
2026-05-18 Holbrook Richard Edward Director A-Award A Common Stock 3,883 0.00 278,998 D
2026-05-18 Hessan Diane Director A-Award A Common Stock 3,883 0.00 122,498 D
2026-05-18 Harlam Bari A Director A-Award A Common Stock 3,883 0.00 81,967 D
2026-05-18 HARNEY MARISA Director A-Award A Common Stock 3,883 0.00 12,751 D
2026-05-18 CHUNG JOSEPH Director A-Award A Common Stock 3,883 0.00 132,498 D
2026-05-18 CASEY JOSEPH F Director A-Award A Common Stock 3,883 0.00 3,883 D
2026-05-18 Borgen Luis Director A-Award A Common Stock 3,883 0.00 23,894 D
2026-05-18 Bane Richard Corey Director A-Award A Common Stock 3,883 0.00 202,498 D
2026-03-06 Rosato R David Officer P-Purchase A Common Stock 5,000 18.45 92.3K 50,000 I
2026-03-05 Rosato R David Officer P-Purchase A Common Stock 5,000 19.17 95.9K 45,000 I
2026-03-03 Westermann Donald Michael Officer F-InKind D Common Stock 961 19.45 18.7K 32,972 D
2026-03-03 SHEAHAN DENIS K Director / Officer F-InKind D Common Stock 15,184 19.45 295.3K 18,881 D
2026-03-03 Rosato R David Officer M-Exempt D Restricted Stock Units 4,135 0.00 8,273 D
2026-03-03 Rivers Robert Francis Director / Officer M-Exempt D Restricted Stock Units 11,223 0.00 22,448 D
2026-03-03 Miller Quincy Lee Officer M-Exempt A Common Stock 5,621 0.00 69,031 D
2026-03-03 Henry Kathleen Cloherty Officer F-InKind D Common Stock 961 19.45 18.7K 57,146 D
2026-03-03 Antonakes Steven Louis Officer M-Exempt D Restricted Stock Units 1,654 0.00 31,509 D
2026-03-03 Ahlquist David Andrew Officer F-InKind D Common Stock 567 19.45 11.0K 12,972 D
2026-03-02 Westermann Donald Michael Officer A-Award A Restricted Stock Units 7,099 0.00 7,099 D
2026-03-02 SHEAHAN DENIS K Director / Officer A-Award A Restricted Stock Units 24,340 0.00 24,340 D
2026-03-02 Rosato R David Officer A-Award A Restricted Stock Units 11,156 0.00 11,156 D
2026-03-02 Rivers Robert Francis Director / Officer A-Award A Restricted Stock Units 33,301 0.00 33,301 D
2026-03-02 Miller Quincy Lee Officer A-Award A Restricted Stock Units 15,162 0.00 15,162 D
2026-03-02 Henry Kathleen Cloherty Officer A-Award A Restricted Stock Units 7,099 0.00 7,099 D
2026-03-02 Antonakes Steven Louis Officer A-Award A Restricted Stock Units 4,629 0.00 4,629 D
2026-03-02 Ahlquist David Andrew Officer A-Award A Restricted Stock Units 4,540 0.00 4,540 D
2026-03-01 Westermann Donald Michael Officer F-InKind D Common Stock 6,522 19.56 127.6K 28,697 D
2026-03-01 Rivers Robert Francis Director / Officer A-Award A Common Stock 29,632 0.00 463,505 D
2026-03-01 Miller Quincy Lee Officer A-Award D Common Stock 10,542 0.00 68,086 D
2026-03-01 Henry Kathleen Cloherty Officer F-InKind D Common Stock 7,664 19.56 149.9K 35,910 D
2026-03-01 Antonakes Steven Louis Officer M-Exempt D Restricted Stock Units 9,488 0.00 9,488 D
2026-03-01 Ahlquist David Andrew Officer M-Exempt D Restricted Stock Units 2,196 0.00 2,197 D
2026-02-27 Sullivan Michael James Director M-Exempt A Common Stock 50,000 13.38 669.0K 128,323 D
2026-02-05 Ahlquist David Andrew Officer S-Sale D Common Stock 10,000 21.65 216.5K 9,518 D
2026-01-28 Westermann Donald Michael Officer S-Sale D Common Stock 21,256 20.11 427.5K 20,860 D
2025-12-08 Borgen Luis Director S-Sale D Common Stock 4,500 19.33 87.0K 20,011 D
2025-12-01 Borgen Luis Director S-Sale D Common Stock 4,500 19.05 85.7K 24,511 D
2025-11-26 CASEY JOSEPH F Director M-Exempt D Stock Option (Right to Buy) 101,912 13.38 1.36M 0 D
2025-11-25 Sullivan Michael James Director M-Exempt D Stock Option (Right to Buy) 13,696 13.38 183.3K 50,000 D
2025-11-01 Sullivan Michael James Director Common Stock 0 0.00 64,627 D
2025-11-01 CASEY JOSEPH F Director Common Stock 0 0.00 19,732 I
2025-10-29 Rosato R David Officer P-Purchase A Common Stock 10,000 16.88 168.8K 40,000 I
2025-10-28 Rosato R David Officer P-Purchase A Common Stock 10,000 17.08 170.8K 30,000 I
2025-10-28 Rivers Robert Francis Director / Officer P-Purchase A Common Stock 50,000 17.21 860.5K 403,274 D
2025-09-16 SHEAHAN DENIS K Director / Officer S-Sale D Common Stock 1 13.85 13.85 33,305 I
2025-09-03 SHEAHAN DENIS K Director / Officer M-Exempt A Common Stock 8,606 0.00 38,368 D
2025-09-03 Rosato R David Officer M-Exempt D Restricted Stock Units 11,356 0.00 22,714 D
2025-08-27 Miller Quincy Lee Officer P-Purchase A Common Stock 13,706 17.07 234.0K 13,706 I
2025-08-27 Henry Kathleen Cloherty Officer P-Purchase A Common Stock 5,855 17.07 99.9K 28,219 I
2025-08-27 Antonakes Steven Louis Officer P-Purchase A Common Stock 5,244 17.07 89.5K 12,925 I
2025-08-25 SHEAHAN DENIS K Director / Officer P-Purchase A Common Stock 29,762 16.71 497.3K 29,762 D
2025-08-25 Rivers Robert Francis Director / Officer P-Purchase A Common Stock 44,642 16.71 746.0K 353,274 D
2025-05-20 Borgen Luis Director S-Sale D Common Stock 2,348 15.60 36.6K 29,011 D
2025-05-19 Zelleke Andargachew S Director A-Award A Common Stock 4,172 0.00 9,712 D
2025-05-19 Williams Linda Marie Director A-Award A Common Stock 4,172 0.00 8,868 D
2025-05-19 Schmidt Cathleen Agnes Director A-Award A Common Stock 4,172 0.00 9,128 D
2025-05-19 Palandjian Leon Aghababai Director A-Award A Common Stock 4,172 0.00 95,678 D
2025-05-19 Markell Peter Kenneth Director A-Award A Common Stock 4,172 0.00 178,615 D
2025-05-19 Jackson Deborah C Director A-Award A Common Stock 4,172 0.00 71,456 D
2025-05-19 Holbrook Richard Edward Director A-Award A Common Stock 4,172 0.00 275,115 D
2025-05-19 Hessan Diane Director A-Award A Common Stock 4,172 0.00 118,615 D
2025-05-19 Harlam Bari A Director A-Award A Common Stock 4,172 0.00 78,084 D
2025-05-19 HARNEY MARISA Director A-Award A Common Stock 4,172 0.00 8,868 D
2025-05-19 CHUNG JOSEPH Director A-Award A Common Stock 4,172 0.00 128,615 D
2025-05-19 Borgen Luis Director A-Award A Common Stock 4,172 0.00 31,359 D
2025-05-19 Bane Richard Corey Director A-Award A Common Stock 4,172 0.00 198,615 D
2025-05-13 Borgen Luis Director S-Sale D Common Stock 2,348 15.68 36.8K 27,187 D
2025-03-11 Rosato R David Officer P-Purchase A Common Stock 10,000 15.40 154.0K 20,000 I
2025-03-03 Westermann Donald Michael Officer M-Exempt D Restricted Stock Units 1,977 0.00 1,977 D
2025-03-03 SHEAHAN DENIS K Director / Officer A-Award A Restricted Stock Units 154,088 0.00 154,088 D
2025-03-03 Rosato R David Officer A-Award A Restricted Stock Units 12,408 0.00 12,408 D
2025-03-03 Rivers Robert Francis Director / Officer M-Exempt D Restricted Stock Units 21,347 0.00 42,695 D
2025-03-03 Miller Quincy Lee Officer A-Award A Common Stock 53,367 0.00 67,315 D
2025-03-03 Henry Kathleen Cloherty Officer F-InKind D Common Stock 7,523 17.73 133.4K 23,920 D
2025-03-03 Antonakes Steven Louis Officer M-Exempt A Common Stock 12,786 0.00 40,239 D
2025-03-03 Ahlquist David Andrew Officer M-Exempt A Common Stock 6,781 0.00 21,820 D
2024-12-02 Jackson Deborah C Director S-Sale D Common Stock 5,713 18.56 106.0K 67,284 D
2024-12-02 Borgen Luis Director S-Sale D Common Stock 12,419 18.56 230.5K 29,535 D
2024-09-04 Miller Quincy Lee Officer S-Sale D Common Stock 12,676 16.66 211.2K 0
2024-09-03 SHEAHAN DENIS K Director / Officer A-Award A Restricted Stock Units 25,821 0.00 25,821
2024-09-03 Rosato R David Officer A-Award A Restricted Stock Unit 34,070 0.00 34,070
2024-08-21 Palandjian Leon Aghababai Director P-Purchase A Common Stock 5,000 15.64 78.2K 91,506
2024-08-01 Rosato R David Officer I Common Stock 0 0.00 10,000
2024-07-12 Zelleke Andargachew S Director D Common Stock 0 0.00 5,540
2024-07-12 Schmidt Cathleen Agnes Director D Common Stock 0 0.00 4,956
2024-07-12 SHEAHAN DENIS K Director / Officer I Common Stock 0 0.00 246,337
2024-07-12 Palandjian Leon Aghababai Director D Common Stock 0 0.00 86,506
2024-05-15 Jackson Deborah C Director S-Sale D Common Stock 2,200 14.07 31.0K 72,997
2024-05-15 Harlam Bari A Director S-Sale D Common Stock 1,913 14.07 26.9K 73,912
2024-05-15 Borgen Luis Director S-Sale D Common Stock 4,782 14.07 67.3K 41,954
2024-05-13 Williams Linda Marie Director A-Award A Common Stock 4,696 0.00 4,696
2024-05-13 Spiess Paul Davis Director A-Award A Common Stock 4,696 0.00 124,443
2024-05-13 Markell Peter Kenneth Director A-Award A Common Stock 4,696 0.00 174,443
2024-05-13 Jackson Deborah C Director A-Award A Common Stock 4,696 0.00 75,197
2024-05-13 Holbrook Richard Edward Director A-Award A Common Stock 4,696 0.00 270,943
2024-05-13 Hessan Diane Director A-Award A Common Stock 4,696 0.00 114,443
2024-05-13 Harlam Bari A Director A-Award A Common Stock 4,696 0.00 75,825
2024-05-13 HARNEY MARISA Director A-Award A Common Stock 4,696 0.00 4,696
2024-05-13 Connolly Paul Martin Director A-Award A Common Stock 4,696 0.00 86,943
2024-05-13 CHUNG JOSEPH Director A-Award A Common Stock 4,696 0.00 124,443
2024-05-13 Borgen Luis Director A-Award A Common Stock 4,696 0.00 46,736
2024-05-13 Bane Richard Corey Director A-Award A Common Stock 4,696 0.00 194,443
2024-03-18 Jackson Deborah C Director S-Sale D Common Stock 5,713 13.08 74.7K 70,501
2024-03-18 Harlam Bari A Director S-Sale D Common Stock 4,968 13.08 65.0K 71,129
2024-03-18 Borgen Luis Director S-Sale D Common Stock 40,288 13.08 527.0K 42,040
2024-03-01 Westermann Donald Michael Officer M-Exempt D Restricted Stock Units 1,976 0.00 3,954
2024-03-01 Rivers Robert Francis Director / Officer M-Exempt D Restricted Stock Units 10,609 0.00 21,220
2024-03-01 Miller Quincy Lee Officer M-Exempt A Common Stock 18,005 0.00 18,005
2024-03-01 Henry Kathleen Cloherty Officer F-InKind D Common Stock 3,555 12.81 45.5K 14,483
2024-03-01 Fitzgerald James Burke Officer F-InKind D Common Stock 5,328 12.81 68.3K 154,954
2024-03-01 Antonakes Steven Louis Officer M-Exempt A Common Stock 10,972 0.00 30,959
2024-03-01 Ahlquist David Andrew Officer M-Exempt D Restricted Stock Units 1,455 0.00 2,913
2023-12-01 Stager Nancy Huntington Officer S-Sale D Common Stock 14,756 12.10 178.5K 1,963
2023-11-17 Miller Quincy Lee Officer S-Sale D Common Stock 10,045 12.50 125.6K 0
2023-11-14 Stager Nancy Huntington Officer S-Sale D Common Stock 14,756 12.08 178.3K 16,719
2023-10-26 Williams Linda Marie 0 0.00 0
2023-10-26 HARNEY MARISA 0 0.00 0
2023-10-12 Stager Nancy Huntington Officer S-Sale D Common Stock 14,756 12.07 178.1K 31,475
2023-08-17 Buscone Gregory Paul Officer S-Sale D Common Stock 40,852 13.60 555.6K 12,070
2023-05-15 Spiess Paul Davis Director A-Award A Common Stock 4,782 0.00 119,747
2023-05-15 Markell Peter Kenneth Director A-Award A Common Stock 4,782 0.00 169,747
2023-05-15 Jackson Deborah C Director A-Award A Common Stock 4,782 0.00 77,534
2023-05-15 Holbrook Richard Edward Director A-Award A Common Stock 4,782 0.00 266,247
2023-05-15 Hessan Diane Director A-Award A Common Stock 4,782 0.00 109,747
2023-05-15 Harlam Bari A Director S-Sale D Common Stock 1,150 11.21 12.9K 76,097
2023-05-15 Connolly Paul Martin Director A-Award A Common Stock 4,782 0.00 82,247
2023-05-15 CHUNG JOSEPH Director A-Award A Common Stock 4,782 0.00 119,747
2023-05-15 Borgen Luis Director A-Award A Common Stock 4,782 0.00 82,328
2023-05-15 Bane Richard Corey Director A-Award A Common Stock 4,782 0.00 189,747
2023-03-01 Yadav Sujata Officer A-Award A Restricted Stock Units 4,273 0.00 4,273
2023-03-01 Westermann Donald Michael Officer A-Award A Restricted Stock Units 5,930 0.00 5,930
2023-03-01 Sullivan Daniel J Officer M-Exempt A Common Stock 9,487 0.00 44,487
2023-03-01 Stager Nancy Huntington Officer F-InKind D Common Stock 2,968 15.63 46.4K 11,519
2023-03-01 Rivers Robert Francis Director / Officer F-InKind D Common Stock 6,266 15.63 97.9K 215,081
2023-03-01 Osborne Matthew Adam Officer M-Exempt D Restricted Stock Units 9,487 0.00 37,951
2023-03-01 Miller Quincy Lee Officer M-Exempt D Restricted Stock Units 14,231 0.00 56,926
2023-03-01 Lodge Timothy Joseph Officer M-Exempt D Restricted Stock Units 4,743 0.00 18,976
2023-03-01 Henry Kathleen Cloherty Officer A-Award A Restricted Stock Units 5,930 0.00 5,930
2023-03-01 Heinemann Barbara Jane Officer A-Award A Restricted Stock Units 5,206 0.00 5,206
2023-03-01 Fitzgerald James Burke Officer M-Exempt A Common Stock 14,231 0.00 146,462
2023-03-01 Dean Martha A Officer M-Exempt D Restricted Stock Units 4,743 0.00 18,976
2023-03-01 Buscone Gregory Paul Officer M-Exempt D Restricted Stock Units 9,487 0.00 37,951
2023-03-01 Antonakes Steven Louis Officer M-Exempt D Restricted Stock Units 9,487 0.00 37,951
2023-03-01 Ahlquist David Andrew Officer M-Exempt D Restricted Stock Units 3,129 0.00 6,260
2022-12-02 Shell Greg Allen Sr. Director D-Return D Common Stock 52,546 0.00 118,419
2022-11-30 Jackson Deborah C Director S-Sale D Common Stock 5,713 19.21 109.7K 72,752
2022-11-30 Harlam Bari A Director S-Sale D Common Stock 5,000 19.21 96.1K 72,465
2022-11-30 Borgen Luis Director S-Sale D Common Stock 12,419 19.21 238.6K 77,546
2022-11-11 Shell Greg Allen Sr. Director S-Sale D Common Stock 2,500 18.82 47.1K 170,965
2022-09-09 Shell Greg Allen Sr. Director S-Sale D Common Stock 24,000 20.10 482.5K 173,465
2022-08-03 Borgen Luis Director S-Sale D Common Stock 28,730 20.28 582.8K 89,965
2022-05-17 Spiess Paul Davis Director A-Award A Common Stock 2,869 0.00 114,965
2022-05-17 Shell Greg Allen Sr. Director A-Award A Common Stock 2,869 0.00 197,465
2022-05-17 Markell Peter Kenneth Director A-Award A Common Stock 2,869 0.00 164,965
2022-05-17 Jackson Deborah C Director A-Award A Common Stock 2,869 0.00 78,465
2022-05-17 Holbrook Richard Edward Director A-Award A Common Stock 2,869 0.00 261,465
2022-05-17 Hessan Diane Director A-Award A Common Stock 2,869 0.00 104,965
2022-05-17 Harlam Bari A Director A-Award A Common Stock 2,869 0.00 77,465
2022-05-17 Connolly Paul Martin Director A-Award A Common Stock 2,869 0.00 77,465
2022-05-17 CHUNG JOSEPH Director A-Award A Common Stock 2,869 0.00 114,965
2022-05-17 Borgen Luis Director A-Award A Common Stock 2,869 0.00 118,695
2022-05-17 Bane Richard Corey Director A-Award A Common Stock 2,869 0.00 184,965
2022-05-04 Shell Greg Allen Sr. Director S-Sale D Common Stock 40,000 19.57 782.7K 194,596
2022-03-14 Borgen Luis Director S-Sale D Common Stock 46,270 20.31 939.5K 0
2022-03-01 Yadav Sujata Officer I Common Stock 0 0.00 969
2022-03-01 Westermann Donald Michael Officer A-Award A Restricted Stock Units 47,438 0.00 47,438
2022-03-01 Sullivan Daniel J Officer A-Award A Restricted Stock Units 47,438 0.00 47,438
2022-03-01 Stager Nancy Huntington Officer A-Award A Restricted Stock Units 47,438 0.00 47,438
2022-03-01 Rivers Robert Francis Director / Officer A-Award A Restricted Stock Units 106,736 0.00 106,736
2022-03-01 Osborne Matthew Adam Officer I Common Stock 0 0.00 969
2022-03-01 Miller Quincy Lee Officer A-Award A Restricted Stock Units 71,157 0.00 71,157
2022-03-01 Lodge Timothy Joseph Officer A-Award A Restricted Stock Units 23,719 0.00 23,719
2022-03-01 Henry Kathleen Cloherty Officer A-Award A Restricted Stock Units 47,438 0.00 47,438
2022-03-01 Heinemann Barbara Jane Officer A-Award A Restricted Stock Units 47,438 0.00 47,438
2022-03-01 Fitzgerald James Burke Officer A-Award A Restricted Stock Units 71,157 0.00 71,157
2022-03-01 Dean Martha A Officer I Common Stock 0 0.00 2,537
2022-03-01 Buscone Gregory Paul Officer I Common Stock 0 0.00 50,873
2022-03-01 Antonakes Steven Louis Officer A-Award A Restricted Stock Units 47,438 0.00 47,438
2022-03-01 Ahlquist David Andrew Officer A-Award A Restricted Stock Units 9,389 0.00 9,389
2022-01-01 Lodge Timothy Joseph Officer I Common Stock 0 0.00 15,182
2021-12-16 Harlam Bari A Director S-Sale D Common Stock 17,500 20.83 364.5K 74,596
2021-11-30 Spiess Paul Davis Director A-Award A Common Stock 62,096 0.00 112,096
2021-11-30 Shell Greg Allen Sr. Director A-Award A Common Stock 62,096 0.00 234,596
2021-11-30 Markell Peter Kenneth Director A-Award A Common Stock 62,096 0.00 162,096
2021-11-30 Jackson Deborah C Director A-Award A Common Stock 62,096 0.00 75,596
2021-11-30 Holbrook Richard Edward Director A-Award A Common Stock 62,096 0.00 258,596
2021-11-30 Hessan Diane Director A-Award A Common Stock 62,096 0.00 102,096
2021-11-30 Harlam Bari A Director A-Award A Common Stock 62,096 0.00 92,096
2021-11-30 Connolly Paul Martin Director A-Award A Common Stock 62,096 0.00 74,596
2021-11-30 CHUNG JOSEPH Director A-Award A Common Stock 62,096 0.00 112,096
2021-11-30 Borgen Luis Director A-Award A Common Stock 62,096 0.00 115,826
2021-11-30 Bane Richard Corey Director A-Award A Common Stock 62,096 0.00 182,096
2021-10-15 Shell Greg Allen Sr. Director S-Sale D Common Stock 27,500 21.09 580.0K 172,500

Executive team

Top executives
EBIT / Employee
41.2K
Shares Outstanding
231.14M

Executive compensation

Executive compensation (annual)
# Year Executive Salary Bonus Stock award Option award Incentive Other Total % Stock-
based
Filing
1 2025 Denis K. Sheahan Chief Executive Officer 800.0K 3.37M 792.0K 106.6K 5.07M 66.50%
2 2025 Robert F. Rivers Executive Chair and Chair of the Board of Directors 995.0K 1.48M 1.09M 862.7K 4.43M 33.40%
3 2025 Quincy L. Miller President and Chief Operating Officer 650.0K 741.5K 536.3K 345.8K 2.27M 32.61%
4 2025 Donald M. Westermann Chief Information Officer 496.7K 785.7K 430.0K 323.4K 2.04M 38.59%
5 2025 R. David Rosato Chief Financial Officer 550.0K 545.6K 393.3K 78.7K 1.57M 34.80%
6 2024 Robert F. Rivers Executive Chair and Chair of the Board of Directors 995.0K 1.35M 1.12M 713.4K 4.19M 32.33%
7 2024 James B. Fitzgerald Former Chief Administrative Officer, Chief Financial Officer and Treasurer 606.7K 761.7K 517.0K 626.7K 2.51M 30.32%
8 2024 Quincy L. Miller President and Chief Operating Officer 628.5K 615.2K 531.5K 258.9K 2.03M 30.25%
9 2024 Kathleen C. Henry General Counsel and Corporate Secretary 477.3K 478.8K 403.2K 312.0K 1.67M 28.65%
10 2024 Denis K. Sheahan Chief Executive Officer 338.5K 851.1K 406.8K 33.7K 1.63M 52.21%
11 2024 Donald M. Westermann Chief Information Officer 477.3K 150.0K 252.2K 325.4K 229.7K 1.43M 17.58%
12 2024 David Rosato Chief Financial Officer 205.2K 200.0K 783.4K 167.8K 4.1K 1.36M 57.58%
13 2024 R. David Rosato Chief Financial Officer 205.2K 200.0K 783.4K 167.8K 4.1K 1.36M 57.58%
14 2023 Robert F. Rivers Executive Chair and Chair of the Board of Directors 995.0K 820.9K 2.43M 664.9K 4.92M 16.70%
15 2023 Robert F. Rivers Chief Executive Officer and Chair of the Board of Directors 995.0K 820.9K 2.43M 664.9K 4.92M 16.70%
16 2023 Timothy J. Lodge President & CEO, EIG 307.8K 2.00M 118.9K 236.4K 134.9K 2.80M 4.25%
17 2023 James B. Fitzgerald Former Chief Administrative Officer, Chief Financial Officer and Treasurer 590.0K 250.0K 292.0K 866.9K 508.1K 2.51M 11.65%
18 2023 James B. Fitzgerald Chief Administrative Officer, Chief Financial Officer and Treasurer 590.0K 250.0K 292.0K 866.9K 508.1K 2.51M 11.65%
19 2023 Quincy L. Miller President and Chief Operating Officer 590.0K 292.0K 866.9K 237.9K 1.99M 14.70%
20 2023 Quincy L. Miller President 590.0K 292.0K 866.9K 237.9K 1.99M 14.70%
21 2023 Kathleen C. Henry General Counsel and Corporate Secretary 463.5K 250.0K 152.9K 400.9K 195.5K 1.46M 10.45%
22 2023 Donald M. Westermann Chief Information Officer 463.5K 152.9K 465.0K 160.4K 1.24M 12.31%
23 2022 Robert F. Rivers Chief Executive Officer and Chair of the Board of Directors 995.0K 4.50M 976.1K 268.9K 6.74M 66.78%
24 2022 Robert F. Rivers Executive Chair and Chair of the Board of Directors 995.0K 4.50M 976.1K 268.9K 6.74M 66.78%
25 2022 Quincy L. Miller President and Chief Operating Officer 587.5K 3.00M 385.9K 134.3K 4.11M 73.05%
26 2022 Quincy L. Miller President 587.5K 3.00M 385.9K 134.3K 4.11M 73.05%
27 2022 James B. Fitzgerald Chief Administrative Officer, Chief Financial Officer and Treasurer 587.5K 3.00M 385.9K 127.8K 4.10M 73.17%
28 2022 James B. Fitzgerald Former Chief Administrative Officer, Chief Financial Officer and Treasurer 587.5K 3.00M 385.9K 127.8K 4.10M 73.17%
29 2022 Kathleen C. Henry General Counsel and Corporate Secretary 461.3K 2.00M 227.3K 120.8K 2.81M 71.21%
30 2022 Donald M. Westermann Chief Information Officer 461.3K 2.00M 227.3K 34.5K 2.72M 73.46%
31 2021 Robert F. Rivers Chief Executive Officer and Chair of the Board of Directors 995.0K 2.76M 456.4K 4.21M 0.00%
32 2021 Jan A. Miller Former Vice Chair, Chief Commercial Banking Officer 480.0K 2.00M 707.8K 258.7K 3.45M 0.00%
33 2021 John F. Koegel Former President & Chief Executive Officer of Eastern Insurance Group, LLC 400.0K 1.50M 316.9K 222.3K 2.44M 0.00%
34 2021 James B. Fitzgerald Chief Administrative Officer, Chief Financial Officer and Treasurer 575.0K 948.7K 319.2K 1.84M 0.00%
35 2021 James B. Fitzgerald Chief Financial Officer, Chief Administrative Officer and Treasurer 575.0K 948.7K 319.2K 1.84M 0.00%
36 2021 Quincy L. Miller President & Vice Chair 575.0K 948.7K 269.9K 1.79M 0.00%
37 2021 Quincy L. Miller President 575.0K 948.7K 269.9K 1.79M 0.00%
38 2020 Robert F. Rivers Chief Executive Officer and Chair of the Board of Directors 987.5K 2.05M 639.5K 3.67M 0.00%
39 2020 James B. Fitzgerald Chief Financial Officer, Chief Administrative Officer and Treasurer 570.8K 220.0K 943.7K 359.9K 2.09M 0.00%
40 2020 James B. Fitzgerald Chief Administrative Officer, Chief Financial Officer and Treasurer 570.8K 220.0K 943.7K 359.9K 2.09M 0.00%
41 2020 Quincy L. Miller President 570.8K 110.0K 943.7K 298.3K 1.92M 0.00%
42 2020 Quincy L. Miller President & Vice Chair 570.8K 110.0K 943.7K 298.3K 1.92M 0.00%
43 2019 Robert F. Rivers Chief Executive Officer and Chair of the Board of Directors 929.2K 1.95M 565.1K 3.44M 0.00%
44 2019 James B. Fitzgerald Chief Financial Officer, Chief Administrative Officer and Treasurer 545.8K 798.8K 312.4K 1.66M 0.00%
45 2019 Quincy L. Miller President & Vice Chair 545.8K 412.0K 250.9K 1.21M 0.00%
CEO compensation breakdown

Proxy statements

Proxy statements (DEF 14A)
Filing date Form type Filing
2026-03-26 DEFA14A
2026-03-26 DEF 14A

Recent SEC filings

Recent SEC filings
Filing date Form type Filing
2026-05-20 4
2026-05-20 4
2026-05-20 4
2026-05-20 4
2026-05-20 4
2026-05-20 4
2026-05-20 4
2026-05-20 4
2026-05-20 4
2026-05-20 4

Executive team

NameTitleCompensationGender
Robert F. Rivers Executive Chairman of the Board 2M male
Denis K. Sheahan Chief Executive Officer & Director 2M male
Quincy L. Miller President, Member of Advisory Board & Chief Operating Officer 1M male
Donald Michael Westermann Executive Vice President & Chief Information Officer 984.3K male
R. David Rosato Chief Financial Officer & Treasurer 972.0K male
Kathleen Cloherty Henry Executive Vice President, General Counsel & Corporate Secretary 931.7K female
Andrew J. Ravens Corporate Communications Manager male
Sujata Yadav Executive Vice President & Chief Product Officer female
Andrew S. Hersom Senior Vice President & Head of Investor Relations male
Danielle Remis Hackel Executive Vice President & Chief Marketing Officer female
Gregory Buscone Executive Vice President & Chief Commercial Banking Officer male
Jennifer Wambold Executive VP & Chief People Officer female
ESG Rating
B
BANKS - REGIONAL
Rank: 274 out of 435
2026
E (Environmental)
84.2 / 64.3
Company / Sector avg.
S (Social)
86.2 / 76.5
Company / Sector avg.
G (Governance)
84.2 / 75.5
Company / Sector avg.
ESG Total
84.9 / 72.1
Company / Sector avg.
ESG Score History BANKS - REGIONAL
Benchmark vs Sector
Senate Trading Activity

No Senate trading activity found for this company.

House Trading Activity

No House trading activity found for this company.

Market share among peers
Peer comparison — filtered group (TTM)
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Dividend yield history

Dividend history

Earnings history

Earnings reports

Stock splits