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| SEC Filing | Company/Stock | Trade Date | Transaction | Shares | Avg. Price | Total | % Holdings | Gain/Loss |
|---|---|---|---|---|---|---|---|---|
| 18-May-21 4:40 PM View:  | Boston Private Financial Ho... (BPFH) | 14-May-21 | Payment of Exercise | 1,754 | $15.19 | $26,643.30 | (7%) 23.59K to 21.84K | |
| 18-May-21 4:40 PM View: | Boston Private Financial Ho... (BPFH) | 14-May-21 | Option Exercise | 5,989 | $15.19 | $90,972.90 | 34% 17.6K to 23.59K | |
| 16-Feb-21 10:00 PM View: | Boston Private Financial Ho... (BPFH) | 30-Jun-20 | Acquisition (other) | 2,064 | $5.85 | $12,072.70 | 13% 15.54K to 17.6K | |
| 19-May-20 6:06 PM View: | Boston Private Financial Ho... (BPFH) | 15-May-20 | Payment of Exercise | 1,747 | $6.16 | $10,752.80 | (10%) 17.29K to 15.54K | |
| 19-May-20 6:06 PM View: | Boston Private Financial Ho... (BPFH) | 15-May-20 | Option Exercise | 5,953 | $6.16 | $36,640.70 | 53% 11.33K to 17.29K | |
| 12-Feb-20 10:00 PM View: | Boston Private Financial Ho... (BPFH) | 31-Dec-19 | Acquisition (other) | 724 | $10.23 | $7,407.99 | 7% 10.61K to 11.33K | |
| 12-Feb-20 10:00 PM View: | Boston Private Financial Ho... (BPFH) | 28-Jun-19 | Acquisition (other) | 1,507 | $9.15 | $13,800.00 | 17% 9.1K to 10.61K | |
| 15-May-19 5:23 PM View: | Boston Private Financial Ho... (BPFH) | 13-May-19 | Payment of Exercise | 2,455 | $10.91 | $26,784.00 | (21%) 11.56K to 9.1K | (2%) |
| 15-May-19 5:23 PM View: | Boston Private Financial Ho... (BPFH) | 13-May-19 | Option Exercise | 4,373 | $10.91 | $47,709.40 | 61% 7.18K to 11.56K | 2% |
| 23-May-18 4:23 PM View: | Boston Private Financial Ho... (BPFH) | 22-May-18 | Market Sale | 15,000 | $17.18 | $257,653.00 | (73%) 20.58K to 5.58K | 31% |
| 17-May-18 4:55 PM View: | Boston Private Financial Ho... (BPFH) | 15-May-18 | Payment of Exercise | 1,750 | $16.60 | $29,050.00 | (8%) 22.33K to 20.58K | 28% |
| 17-May-18 4:55 PM View: | Boston Private Financial Ho... (BPFH) | 15-May-18 | Option Exercise | 3,022 | $16.60 | $50,165.20 | 16% 19.31K to 22.33K | (28%) |
| 24-Jan-18 5:57 PM View: | Boston Private Financial Ho... (BPFH) | 22-Jan-18 | Option Exercise | 5,880 | $9.05 | $53,204.00 | 44% 13.4K to 19.28K | |
| 13-Feb-18 10:00 PM View: | Boston Private Financial Ho... (BPFH) | 31-Dec-17 | Acquisition (other) | 30 | -- | -- | < 1% 19.27K to 19.31K | |
| 17-May-17 4:57 PM View: | Boston Private Financial Ho... (BPFH) | 15-May-17 | Payment of Exercise | 1,794 | $15.60 | $27,986.40 | (13%) 13.69K to 11.89K | 26% |
| 17-May-17 4:57 PM View: | Boston Private Financial Ho... (BPFH) | 15-May-17 | Option Exercise | 2,332 | $15.60 | $36,379.20 | 21% 11.36K to 13.69K | (26%) |
| 26-Jan-17 4:23 PM View: | Boston Private Financial Ho... (BPFH) | 25-Jan-17 | Market Sale | 25,000 | $17.02 | $425,610.00 | (69%) 36.36K to 11.36K | 33% |
| 17-May-16 7:15 PM View: | Boston Private Financial Ho... (BPFH) | 13-May-16 | Grant | 3,975 | $11.32 | $44,997.00 | 13% 31.68K to 35.65K | (< 1%) |
| 17-May-16 7:15 PM View: | Boston Private Financial Ho... (BPFH) | 13-May-16 | Payment of Exercise | 1,517 | $11.67 | $17,703.40 | (4%) 35.65K to 34.14K | 4% |
| 04-Feb-15 4:53 PM View: | Boston Private Financial Ho... (BPFH) | 03-Feb-16 | Option Exercise | 6,533 | $7.94 | $51,872.00 | 15% 42.4K to 48.93K | |
| 02-Feb-16 5:01 PM View: | Boston Private Financial Ho... (BPFH) | 31-Dec-15 | Acquisition (other) | 676 | $9.64 | $6,514.84 | 2% 31.0K to 31.68K | |
| 21-Jul-15 4:33 PM View: | Boston Private Financial Ho... (BPFH) | 20-Jul-15 | Market Sale | 20,000 | $13.00 | $260,000.00 | (39%) 51.0K to 31.0K | 17% |
| 21-Jul-15 4:33 PM View: | Boston Private Financial Ho... (BPFH) | 30-Jun-15 | Acquisition (other) | 1,192 | $11.32 | $13,500.00 | 2% 49.81K to 51.0K | |
| 19-May-15 5:05 PM View: | Boston Private Financial Ho... (BPFH) | 15-May-15 | Grant | 2,920 | $12.43 | $36,295.60 | 6% 48.93K to 51.85K | (13%) |
| 19-May-15 5:05 PM View: | Boston Private Financial Ho... (BPFH) | 15-May-15 | Payment of Exercise | 2,041 | $12.43 | $25,369.60 | (4%) 51.85K to 49.81K | 13% |
| 04-Feb-15 4:53 PM View: | Boston Private Financial Ho... (BPFH) | 31-Dec-14 | Acquisition (other) | 725 | $11.45 | $8,301.65 | 2% 41.67K to 42.4K | |
| 12-Nov-14 5:11 PM View: | Boston Private Financial Ho... (BPFH) | 11-Nov-14 | Market Sale | 2,951 | $13.28 | $39,189.30 | (7%) 44.63K to 41.67K | 20% |
| 12-Nov-14 5:11 PM View: | Boston Private Financial Ho... (BPFH) | 10-Nov-14 | Market Sale | 7,049 | $13.30 | $93,756.00 | (14%) 51.67K to 44.63K | 20% |
| 29-Jul-14 4:10 PM View: | Boston Private Financial Ho... (BPFH) | 28-Jul-14 | Option Exercise | 2,237 | $6.42 | $14,361.50 | 5% 49.44K to 51.67K | |
| 29-Jul-14 4:10 PM View: | Boston Private Financial Ho... (BPFH) | 30-Jun-14 | Acquisition (other) | 1,227 | $10.52 | $12,900.00 | 3% 48.21K to 49.44K | |
| 15-May-14 5:16 PM View: | Boston Private Financial Ho... (BPFH) | 15-May-14 | Grant | 3,195 | $12.01 | $38,371.90 | 7% 45.02K to 48.21K | (12%) |
| 15-May-14 5:16 PM View: | Boston Private Financial Ho... (BPFH) | 13-May-14 | Payment of Exercise | 3,046 | $12.33 | $37,557.20 | (6%) 48.06K to 45.02K | 14% |
| 21-Apr-14 4:11 PM View: | Boston Private Financial Ho... (BPFH) | 21-Apr-14 | Option Exercise | 2,000 | $6.42 | $12,840.00 | 4% 46.06K to 48.06K | |
| 07-Jan-14 5:50 PM View: | Boston Private Financial Ho... (BPFH) | 06-Jan-14 | Option Exercise | 2,000 | $6.42 | $12,840.00 | 2% 85.85K to 87.85K | |
| 07-Jan-14 5:50 PM View: | Boston Private Financial Ho... (BPFH) | 31-Dec-13 | Acquisition (other) | 734 | $9.37 | $6,875.05 | < 1% 85.12K to 85.85K | |
| 02-Aug-13 4:18 PM View: | Boston Private Financial Ho... (BPFH) | 01-Aug-13 | Market Sale | 8,585 | $11.18 | $95,980.30 | (17%) 50.14K to 41.56K | 8% |
| 02-Aug-13 4:18 PM View: | Boston Private Financial Ho... (BPFH) | 31-Jul-13 | Market Sale | 1,415 | $11.18 | $15,819.70 | (3%) 51.56K to 50.14K | 8% |
| 17-May-13 4:10 PM View: | Boston Private Financial Ho... (BPFH) | 15-May-13 | Grant | 4,673 | $9.86 | $46,075.80 | 9% 50.02K to 54.69K | 4% |
| 17-May-13 4:10 PM View: | Boston Private Financial Ho... (BPFH) | 15-May-13 | Market Sale | 3,132 | $9.87 | $30,919.10 | (6%) 54.69K to 51.56K | (4%) |
| 28-Jan-13 7:46 PM View: | Boston Private Financial Ho... (BPFH) | 24-Jan-13 | Option Exercise | 3,960 | $4.92 | $19,483.20 | 9% 46.06K to 50.02K | |
| 19-Jun-12 7:17 PM View: | Boston Private Financial Ho... (BPFH) | 15-Jun-12 | Payment of Exercise | 1,884 | $8.71 | $16,409.60 | (4%) 45.0K to 43.12K | (17%) |
| 22-May-12 9:02 PM View: | Boston Private Financial Ho... (BPFH) | 15-May-12 | Grant | 6,277 | $9.82 | $61,640.10 | 17% 36.98K to 43.26K | 4% |