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| SEC Filing | Company/Stock | Trade Date | Transaction | Shares | Avg. Price | Total | % Holdings | Gain/Loss |
|---|---|---|---|---|---|---|---|---|
| 17-May-21 4:12 PM View:  | Boston Private Financial Ho... (BPFH) | 14-May-21 | Grant | 658 | $15.19 | $9,995.02 | < 1% 152.3K to 152.96K | |
| 17-Mar-21 4:16 PM View: | Boston Private Financial Ho... (BPFH) | 15-Mar-21 | Grant | 1,371 | $14.59 | $20,002.90 | < 1% 150.93K to 152.3K | |
| 16-Nov-20 4:17 PM View: | Boston Private Financial Ho... (BPFH) | 13-Nov-20 | Grant | 2,078 | $7.22 | $15,003.20 | 1% 145.26K to 147.34K | |
| 17-Aug-20 4:11 PM View: | Boston Private Financial Ho... (BPFH) | 14-Aug-20 | Grant | 2,373 | $6.32 | $14,997.40 | 2% 142.89K to 145.26K | |
| 19-May-20 6:08 PM View: | Boston Private Financial Ho... (BPFH) | 15-May-20 | Grant | 2,435 | $6.16 | $14,999.60 | 2% 140.46K to 142.89K | |
| 19-Feb-20 4:21 PM View: | Boston Private Financial Ho... (BPFH) | 14-Feb-20 | Grant | 1,289 | $11.64 | $15,004.00 | < 1% 136.28K to 137.56K | (4%) |
| 19-Nov-19 4:36 PM View: | Boston Private Financial Ho... (BPFH) | 15-Nov-19 | Grant | 1,299 | $11.55 | $15,003.50 | < 1% 134.98K to 136.28K | (4%) |
| 16-Aug-19 5:04 PM View: | Boston Private Financial Ho... (BPFH) | 15-Aug-19 | Grant | 1,448 | $10.36 | $15,000.00 | 1% 133.53K to 134.98K | |
| 17-May-19 4:37 PM View: | Boston Private Financial Ho... (BPFH) | 15-May-19 | Grant | 1,354 | $11.08 | $15,002.30 | 1% 132.17K to 133.53K | < 1% |
| 20-Feb-19 4:17 PM View: | Boston Private Financial Ho... (BPFH) | 15-Feb-19 | Grant | 1,252 | $11.98 | $14,999.00 | < 1% 130.92K to 132.17K | < 1% |
| 19-Nov-18 4:41 PM View: | Boston Private Financial Ho... (BPFH) | 15-Nov-18 | Grant | 1,161 | $12.92 | $15,000.00 | < 1% 128.11K to 129.27K | (6%) |
| 16-Aug-18 5:15 PM View: | Boston Private Financial Ho... (BPFH) | 15-Aug-18 | Grant | 1,071 | $14.00 | $15,000.00 | < 1% 127.04K to 128.11K | (14%) |
| 17-May-18 5:05 PM View: | Boston Private Financial Ho... (BPFH) | 15-May-18 | Grant | 894 | $16.78 | $15,000.00 | < 1% 126.15K to 127.04K | (29%) |
| 26-Apr-18 4:53 PM View: | Boston Private Financial Ho... (BPFH) | 25-Apr-18 | Option Exercise | 7,500 | $9.13 | $68,475.00 | 6% 118.55K to 126.05K | |
| 26-Apr-18 4:53 PM View: | Boston Private Financial Ho... (BPFH) | 25-Apr-18 | Market Option Sale | 7,500 | $16.30 | $122,265.00 | (6%) 126.05K to 118.55K | 28% |
| 15-Feb-18 4:49 PM View: | Boston Private Financial Ho... (BPFH) | 15-Feb-18 | Grant | 996 | $15.06 | $15,000.00 | < 1% 117.55K to 118.55K | (22%) |
| 16-Nov-17 5:04 PM View: | Boston Private Financial Ho... (BPFH) | 15-Nov-17 | Grant | 967 | $15.51 | $15,000.10 | < 1% 116.59K to 117.56K | (24%) |
| 16-Aug-17 4:20 PM View: | Boston Private Financial Ho... (BPFH) | 15-Aug-17 | Grant | 995 | $15.07 | $15,000.00 | < 1% 115.59K to 116.59K | (23%) |
| 17-May-17 5:00 PM View: | Boston Private Financial Ho... (BPFH) | 15-May-17 | Grant | 1,448 | $15.54 | $22,496.10 | 1% 114.14K to 115.59K | (26%) |
| 16-Feb-17 4:05 PM View: | Boston Private Financial Ho... (BPFH) | 15-Feb-17 | Grant | 1,327 | $16.95 | $22,495.30 | 1% 112.82K to 114.14K | (32%) |
| 16-Nov-16 4:25 PM View: | Boston Private Financial Ho... (BPFH) | 15-Nov-16 | Grant | 1,473 | $15.28 | $22,507.40 | 1% 111.34K to 112.82K | (25%) |
| 16-Aug-16 4:06 PM View: | Boston Private Financial Ho... (BPFH) | 15-Aug-16 | Grant | 1,810 | $12.43 | $22,494.70 | 2% 109.53K to 111.34K | (9%) |
| 13-May-16 5:00 PM View: | Boston Private Financial Ho... (BPFH) | 13-May-16 | Grant | 1,883 | $11.95 | $22,499.50 | 2% 107.65K to 109.53K | (6%) |
| 16-Feb-16 4:16 PM View: | Boston Private Financial Ho... (BPFH) | 12-Feb-16 | Grant | 2,267 | $9.93 | $22,500.30 | 2% 105.39K to 107.65K | 12% |
| 16-Nov-15 4:25 PM View: | Boston Private Financial Ho... (BPFH) | 13-Nov-15 | Grant | 1,944 | $11.58 | $22,511.50 | 2% 103.44K to 105.39K | (5%) |
| 17-Aug-15 4:11 PM View: | Boston Private Financial Ho... (BPFH) | 14-Aug-15 | Grant | 1,808 | $12.44 | $22,495.10 | 2% 101.63K to 103.44K | (12%) |
| 18-May-15 4:09 PM View: | Boston Private Financial Ho... (BPFH) | 15-May-15 | Grant | 1,187 | $12.64 | $15,003.70 | 1% 100.45K to 101.63K | (14%) |
| 17-Feb-15 8:23 PM View: | Boston Private Financial Ho... (BPFH) | 13-Feb-15 | Grant | 1,144 | $13.11 | $15,000.00 | 1% 99.3K to 100.45K | (18%) |
| 14-Nov-14 10:00 PM View: | Boston Private Financial Ho... (BPFH) | 14-Nov-14 | Grant | 1,128 | $13.30 | $14,999.50 | 1% 98.17K to 99.3K | (20%) |
| 15-Aug-14 4:17 PM View: | Boston Private Financial Ho... (BPFH) | 15-Aug-14 | Grant | 1,226 | $12.23 | $15,000.10 | 1% 96.95K to 98.17K | (13%) |
| 15-May-14 4:44 PM View: | Boston Private Financial Ho... (BPFH) | 15-May-14 | Grant | 1,483 | $11.80 | $17,500.30 | 2% 95.47K to 96.95K | (11%) |
| 26-Feb-14 5:01 PM View: | Boston Private Financial Ho... (BPFH) | 24-Feb-14 | Grant | 595 | -- | -- | < 1% 94.87K to 95.47K | |
| 14-Feb-14 4:20 PM View: | Boston Private Financial Ho... (BPFH) | 14-Feb-14 | Grant | 1,438 | $12.17 | $17,500.20 | 2% 91.87K to 93.31K | (14%) |
| 15-Nov-13 6:26 PM View: | Boston Private Financial Ho... (BPFH) | 15-Nov-13 | Grant | 1,501 | $11.66 | $17,500.00 | 2% 90.37K to 91.87K | (11%) |
| 15-Aug-13 4:16 PM View: | Boston Private Financial Ho... (BPFH) | 15-Aug-13 | Grant | 1,622 | $10.79 | $17,500.00 | 2% 88.75K to 90.37K | (4%) |
| 16-May-13 5:01 PM View: | Boston Private Financial Ho... (BPFH) | 16-May-13 | Grant | 1,648 | $9.86 | $16,250.00 | 2% 87.1K to 88.75K | 4% |
| 19-Feb-13 4:23 PM View: | Boston Private Financial Ho... (BPFH) | 15-Feb-13 | Grant | 1,724 | $9.42 | $16,250.00 | 2% 85.38K to 87.1K | 9% |
| 16-Nov-12 4:49 PM View: | Boston Private Financial Ho... (BPFH) | 15-Nov-12 | Grant | 1,906 | $8.52 | $16,250.00 | 2% 83.47K to 85.38K | 20% |
| 17-Aug-12 4:09 PM View: | Boston Private Financial Ho... (BPFH) | 15-Aug-12 | Grant | 1,627 | $9.99 | $16,252.10 | 2% 81.84K to 83.47K | 2% |
| 17-May-12 5:22 PM View: | Boston Private Financial Ho... (BPFH) | 15-May-12 | Grant | 1,640 | $9.15 | $14,997.80 | 2% 80.2K to 81.84K | 12% |
| 17-Feb-12 5:17 PM View: | Boston Private Financial Ho... (BPFH) | 15-Feb-12 | Grant | 1,659 | $9.04 | $15,000.00 | 2% 78.55K to 80.2K | 13% |
| 17-Nov-11 4:57 PM View: | Boston Private Financial Ho... (BPFH) | 15-Nov-11 | Grant | 1,974 | $7.60 | $15,001.00 | 3% 75.2K to 77.17K | 35% |
| 16-Aug-11 4:05 PM View: | Boston Private Financial Ho... (BPFH) | 15-Aug-11 | Grant | 2,503 | $5.99 | $15,000.00 | 3% 72.69K to 75.2K | 71% |
| 17-May-11 7:29 AM View: | Boston Private Financial Ho... (BPFH) | 13-May-11 | Grant | 11,250 | $6.58 | $74,048.60 | 16% 70.97K to 82.22K | 56% |
| 16-Feb-11 9:43 AM View: | Boston Private Financial Ho... (BPFH) | 15-Feb-11 | Grant | 1,515 | $7.43 | $11,250.00 | 2% 69.45K to 70.97K | 38% |
| 16-Nov-10 10:38 AM View: | Boston Private Financial Ho... (BPFH) | 15-Nov-10 | Grant | 2,030 | $5.54 | $11,246.20 | 3% 67.42K to 69.45K | 90% |
| 16-Aug-10 1:29 PM View: | Boston Private Financial Ho... (BPFH) | 13-Aug-10 | Grant | 1,787 | $6.29 | $11,240.20 | 3% 65.64K to 67.42K | 67% |
| 18-May-10 1:54 PM View: | Boston Private Financial Ho... (BPFH) | 14-May-10 | Grant | 1,423 | $7.90 | $11,246.50 | 2% 64.21K to 65.64K | 33% |
| 16-Feb-10 1:05 PM View: | Boston Private Financial Ho... (BPFH) | 12-Feb-10 | Grant | 1,756 | $6.41 | $11,247.20 | 3% 62.46K to 64.21K | 65% |
| 10-Feb-10 10:12 AM View: | Boston Private Financial Ho... (BPFH) | 13-Nov-09 | Grant | 2,218 | $5.07 | $11,247.50 | 4% 60.24K to 62.46K | 109% |