Kathleen Cloherty Henry Exercises Options at Eastern Bankshares Inc (EBC) — SEC Form 4, Mar 05, 2026

SEC Form 4 · No Market Transaction
Option Exercise

Derivative exercise — no open market transaction.

Reporting Owner
TXN 2026-03-03 · FILED 2026-03-05
Equity Position 91.6K sh 90,444 → 91,648
Equity Change +1.3% shares held after vs before
Filing Lag 2 business days within 2-day SEC deadline
Form 4 · Statement of Changes in Beneficial Ownership
Filing Date
2026-03-05
Report Date
2026-03-05
Accession No.
0001193125-26-094109
Accepted At
2026-03-05 21:38 UTC
Reporting Owner
Name Relationship
Kathleen Cloherty Henry CIK 0001825659
GC
Kathleen Cloherty Henry at Eastern Bankshares Inc Full insider history
Bought (12 mo) —
Sold (12 mo) $303,520
More from this insider at Eastern Bankshares Inc
2026-09-03 Sell -$303,520 View
2026-03-03 Exercise — View
2025-08-29 Buy +$99,944 View
2025-03-05 Exercise — View
2024-03-05 Exercise — View
All filings by this insider at Eastern Bankshares Inc
Non-Derivative Securities Transactions
Title Date Type Shares Price Net Total Post-Txn Ownership
Common StockF1F7 2026-03-03 M - Exercise 2,165 A $0.00 — 58,107 Direct
Common StockF7 2026-03-03 F - Tax Payment 961 D $19.45 -$18,691 57,146 Direct
Derivative Securities Transactions
Title Strike Date Type Shares Price Expiration Underlying Ownership
Restricted Stock UnitsF1F5F5 2026-03-03 M - Exercise 2,165 D $0.00 2,165 Common stock Direct
Non-Derivative Holdings
Title Shares Held Ownership
Common StockF2 28,620 Indirect By 401(k)
Common StockF2 4,921 Indirect By ESOP
Derivative Holdings
Title Amount Exercise Price Expiration
Restricted Stock UnitsF1F3F3 Common stock 9,488
Restricted Stock UnitsF1F4F4 Common stock 5,498
Restricted Stock UnitsF1F6F6 Common stock 7,099
Footnotes (7)
F1
Restricted stock units convert into common stock on a one-for-one basis. Show more
F2
Reflects the amount of shares beneficially owned, including shares received due to automatic dividend reinvestment, as of the date of this report. Show more
F3
On March 1, 2022, the reporting person was granted 47,438 restricted stock units that vest in five equal annual installments beginning March 1, 2023, subject to continued service. Vested shares will be issued to the reporting person as soon as practicable after the vesting date. Show more
F4
On March 1, 2024, the reporting person was granted 16,490 restricted stock units that vest in three equal annual installments beginning March 1, 2025, subject to continued service. Vested shares will be issued to the reporting person as soon as practicable after the vesting date. Show more
F5
On March 3, 2025, the reporting person was granted 34,697 restricted stock units of which 6,497 vest in three equal annual installments beginning March 3, 2026, after market close, and 28,200 vest after 3 years, subject to continued service. Vested shares will be issued to the reporting person as soon as practicable after the vesting date. Show more
F6
On March 2, 2026, the reporting person was granted 7,099 restricted stock units that vest in three equal annual installments beginning March 2, 2027, subject to continued service. Vested shares will be issued to the reporting person as soon as practicable after the vesting date. Show more
F7
The reporting person's immediately preceding Form 4, filed on March 3, 2026, inadvertently understated the amount of securities beneficially owned following reported transaction(s) by 16,961 common shares. The understatement was the effect of a clerical error as the calculation omitted 16,961 directly held shares that were acquired on March 1, 2026 and reported on prior Form 4s. The amount shown in this table corrects the inadvertent exclusion. Show more
5%+ Holders · 13D/G 5 filers
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All Eastern Bankshares Inc insider activity
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