Eastern Bankshares, Inc.
US ˙ NasdaqGS ˙ US27627N1054

Introduction

This page provides a comprehensive analysis of the known insider trading history of R David Rosato. Insiders are officers, directors, or significant investors in a company. It is illegal for insiders to make trades in their companies based on specific, non-public information. This does not mean it is illegal for them to make any trades in their own companies. However, they must report all trades to the SEC via a Form 4. Despite these restrictions, academic research suggests that insiders - in general - tend to outperform the market in their own companies.

Average Trade Profitability

The average trade profitability is the average return of all the open market purchases made by the insider in the last three years. To calculate this, we examine every open-market, unplanned purchase made by the insider, excluding all trades that were marked as part of a 10b5-1 trading plan. We then calculate the average performance of those trades over 3, 6, and 12 months, averaging each of those durations to generate a final performance metric for each trade. Finally, we average all of the performance metrics to calculate a performance metric for the insider. This list only includes insiders that have made at least three trades in the last two years.

If this insiders trade profitability is "N/A", then the insider either has not made any open-market purchases in the last three years, or the trades they’ve made are too recent to calculate a reliable performance metric.

Update Frequency: Daily

See the list of most profitable insider traders.

Companies with Reported Insider Positions

The SEC filings indicate R David Rosato has reported holdings or trades in the following companies:

Security Title Latest Reported Holdings
US:EBC / Eastern Bankshares, Inc. Chief Financial Officer 8,022
US:BHLB / Berkshire Hills Bancorp, Inc. SEVP - Chief Financial Officer 1,845
US:PBCT / People`s United Financial Inc Sr EVP and CFO 0
How to Interpret the Charts

The following charts show the stock performance of securities subsequent to each open-market, non-planned trade made by R David Rosato. Non-planned trade are trades that were not made as part of a 10b5-1 trading plan. The stock performance is charted as cumulative percent change in share price. For example, if an insider trade was made on January 1, 2019, the chart will show the daily percent change of the security to the present day. If the share price were to go from $10 to $15 during this time, the cumulative percent change in share price would be 50%. A change in price from $10 to $20 would be 100%, and a change in price of $10 to $5 would be -50%.

Ultimately, we are trying to determine how closely the insider’s trades correlate to excess returns (positive or negative) in the share price in order to see if the insider is timing their trades to profit from insider information. Consider the situation where an insider was doing this. In this situation, we would expect either (a) positive returns after purchases, or (b) negative returns after sales. In the case of (a), the PURCHASE chart would show a series of upwardly sloping curves, indicating positive returns after each purchase transaction. In the case of (b), the SALE chart would show a series of downward sloping curves, indicating negative returns after each sale transaction.

However, this alone is not enough to draw conclusions. If, for example, the share price of the company was in a non-cyclical climb over many years, then we would expect all the post-purchase plots to be upwardly sloping. Likewise, non-cyclical declines over many years would result in downward sloping post-trade plots. Neither of these charts would suggest insider trading activity.

The strongest indicator would be a situation where the share price was extremely cyclical, and there were both positive signals in the PURCHASE chart and negative plots on the SALE chart. This situation would be highly suggestive of an insider that was timing trades to their financial advantage.

Insider Purchases EBC / Eastern Bankshares, Inc. - Short Term Profit Analysis

In this section, we analyze the profitability of every unplanned, open-market insider purchase made in EBC / Eastern Bankshares, Inc.. This analysis helps to understand if the insider consistently generates abnormal returns, and is worth following. This analysis is for one-year following each trade, and the results are theoretical.

The following table shows the most recent open market purchases that were not part of an automatic trading plan.

Trade Date Ticker Insider Reported
Shares
Reported
Price
Adjusted
Shares
Adjusted
Price
Cost Basis Days to
Max
Price at
Max
Max
Profit ($)
Max Return (%)
2025-03-11 EBC Rosato R David 10,000 15.4000 10,000 15.4000 154,000 177 17.3500 19,500 12.66

Adjusted Price is the split-adjusted price. Adjusted Shares is the split-adjusted shares.

EBC / Eastern Bankshares, Inc. Insider Trades
Insider Sales EBC / Eastern Bankshares, Inc. - Short Term Loss Analysis

In this section, we analyze the short-term loss avoidance of every unplanned, open-market insider sale made in EBC / Eastern Bankshares, Inc.. A consistent pattern of loss avoidance may suggest that future sale transactions may predict declines in price. This analysis is for one-year following each trade, and the results are theoretical.

The following table shows the most recent open market sales that were not part of an automatic trading plan.

Trade Date Ticker Insider Reported
Shares
Reported
Price
Adjusted
Shares
Adjusted
Price
Cost Basis Days to
Min
Price at
Min
Max Loss
Avoided ($)
Max Loss
Avoided (%)
There are no known unplanned open-market trades for this insider and security combination

Adjusted Price is the split-adjusted price. Adjusted Shares is the split-adjusted shares.

EBC / Eastern Bankshares, Inc. Insider Trades
Insider Trading History

This table shows the complete list of insider trades made by R David Rosato as disclosed to the Securities Exchange Commission (SEC).

File Date Tran Date Form Ticker Security Code 10b5-1 Shares Remaining Shares Percent
Change
Share
Price
Tran
Value
Remaining
Value
2025-09-04 2025-09-03 4 EBC Eastern Bankshares, Inc.
Common Stock
F - Taxes -3,334 8,022 -29.36 17.02 -56,745 136,534
2025-09-04 2025-09-03 4 EBC Eastern Bankshares, Inc.
Common Stock
M - Exercise 11,356 11,356
2025-03-13 2025-03-11 4 EBC Eastern Bankshares, Inc.
Common Stock
P - Purchase 10,000 20,000 100.00 15.40 154,000 308,000
2024-08-08 3 EBC Eastern Bankshares, Inc.
Common Stock
10,000
2024-04-03 2024-04-01 4 BHLB BERKSHIRE HILLS BANCORP INC
Common Stock
F - Taxes -815 1,845 -30.64 22.25 -18,134 41,051
2024-02-01 2024-01-30 4 BHLB BERKSHIRE HILLS BANCORP INC
Common Stock
A - Award 6,348 6,348
2023-04-04 2023-04-01 4 BHLB BERKSHIRE HILLS BANCORP INC
Common Stock
A - Award 7,981 7,981
2023-02-09 3 BHLB BERKSHIRE HILLS BANCORP INC
Common Stock
0
2022-04-04 2022-04-01 4 PBCT People's United Financial, Inc.
Employee Option to Buy
D - Sale to Issuer -29,493 0 -100.00
2022-04-04 2022-04-01 4 PBCT People's United Financial, Inc.
Employee Option to Buy
D - Sale to Issuer -53,464 0 -100.00
2022-04-04 2022-04-01 4 PBCT People's United Financial, Inc.
Employee Option to Buy
D - Sale to Issuer -85,153 0 -100.00
2022-04-04 2022-04-01 4 PBCT People's United Financial, Inc.
Employee Option to Buy
D - Sale to Issuer -70,721 0 -100.00
2022-04-04 2022-04-01 4 PBCT People's United Financial, Inc.
Employee Option to Buy
D - Sale to Issuer -63,464 0 -100.00
2022-04-04 2022-04-01 4 PBCT People's United Financial, Inc.
Employee Option To Buy
D - Sale to Issuer -66,366 0 -100.00
2022-04-04 2022-04-01 4 PBCT People's United Financial, Inc.
Employee Option to Buy
D - Sale to Issuer -99,390 0 -100.00
2022-04-04 2022-04-01 4 PBCT People's United Financial, Inc.
Employee Option to Buy
D - Sale to Issuer -169,521 0 -100.00
2022-04-04 2022-04-01 4 PBCT People's United Financial, Inc.
Employee Option to Buy
D - Sale to Issuer -80,157 0 -100.00
2022-04-04 2022-04-01 4 PBCT People's United Financial, Inc.
Series A Nonconvertible Perpetual Preferred Stock
D - Sale to Issuer -3,232 0 -100.00
2022-04-04 2022-04-01 4 PBCT People's United Financial, Inc.
Common Stock
D - Sale to Issuer -120 0 -100.00
2022-04-04 2022-04-01 4 PBCT People's United Financial, Inc.
Common Stock
D - Sale to Issuer -355 0 -100.00
2022-04-04 2022-04-01 4 PBCT People's United Financial, Inc.
Common Stock
D - Sale to Issuer -50,664 0 -100.00
2022-04-04 2022-04-01 4 PBCT People's United Financial, Inc.
Common Stock
A - Award 50,664 50,664
2022-04-04 2022-04-01 4 PBCT People's United Financial, Inc.
Common Stock
D - Sale to Issuer -169,490 0 -100.00
2022-03-03 2022-03-01 4 PBCT People's United Financial, Inc.
Common Stock
A - Award 10,594 169,213 6.68 20.08 212,701 3,397,374
2022-03-03 2022-03-01 4 PBCT People's United Financial, Inc.
Common Stock
F - Taxes -4,061 158,619 -2.50 20.08 -81,535 3,184,673
2022-02-18 2022-02-17 4 PBCT People's United Financial, Inc.
Employee Option to Buy
A - Award 29,493 29,493
2022-02-18 2022-02-17 4 PBCT People's United Financial, Inc.
Common Stock
A - Award 21,161 162,680 14.95
2022-01-11 2022-01-10 4 PBCT People's United Financial, Inc.
Employee Option to Buy
M - Exercise -43,359 0 -100.00
2022-01-11 2022-01-10 4 PBCT People's United Financial, Inc.
Common Stock
F - Taxes -35,948 141,519 -20.26 20.40 -733,339 2,886,988
2022-01-11 2022-01-10 4 PBCT People's United Financial, Inc.
Common Stock
M - Exercise 43,359 177,467 32.33 13.90 602,798 2,467,235
2022-01-07 2022-01-06 4 PBCT People's United Financial, Inc.
Employee Option to Buy
M - Exercise -29,218 0 -100.00
2022-01-07 2022-01-06 4 PBCT People's United Financial, Inc.
Common Stock
F - Taxes -24,123 134,108 -15.25 19.76 -476,550 2,649,304
2022-01-07 2022-01-06 4 PBCT People's United Financial, Inc.
Common Stock
M - Exercise 29,218 158,231 22.65 12.94 378,081 2,047,509
2021-05-19 2021-05-18 4 PBCT People's United Financial, Inc.
Employee Option to Buy
M - Exercise -15,209 0 -100.00
2021-05-19 2021-05-18 4 PBCT People's United Financial, Inc.
Common Stock
S - Sale -15,209 128,863 -10.56 19.47 -296,119 2,508,963
2021-05-19 2021-05-18 4 PBCT People's United Financial, Inc.
Common Stock
M - Exercise 15,209 144,072 11.80 12.65 192,394 1,822,511
2021-03-03 2021-03-01 4 PBCT People's United Financial, Inc.
Common Stock
A - Award 9,128 128,588 7.64 18.24 166,518 2,345,767
2021-03-03 2021-03-01 4 PBCT People's United Financial, Inc.
Common Stock
F - Taxes -3,689 119,460 -3.00 18.24 -67,297 2,179,249
2021-02-19 2021-02-18 4 PBCT People's United Financial, Inc.
Employee Option to Buy
A - Award 53,464 53,464
2021-02-19 2021-02-18 4 PBCT People's United Financial, Inc.
Common Stock
A - Award 9,587 123,149 8.44
2021-01-29 2021-01-27 4 PBCT People's United Financial, Inc.
Employee Option to Buy
M - Exercise -12,432 0 -100.00
2021-01-29 2021-01-27 4 PBCT People's United Financial, Inc.
Common Stock
F - Taxes -12,052 113,562 -9.59 14.32 -172,585 1,626,208
2021-01-29 2021-01-27 4 PBCT People's United Financial, Inc.
Common Stock
M - Exercise 12,432 125,614 10.98 13.42 166,775 1,685,112
2020-03-19 2020-03-19 4 PBCT People's United Financial, Inc.
Series A Nonconvertible Perpetual Preferred Stock
P - Purchase 1,232 3,232 61.60 14.50 17,864 46,864
2020-03-16 2020-03-13 4 PBCT People's United Financial, Inc.
Series A Nonconvertible Perpetual Preferred Stock
P - Purchase 2,000 2,000 22.54 45,073 45,073
2020-03-03 2020-03-01 4 PBCT People's United Financial, Inc.
Common Stock
A - Award 8,568 112,688 8.23 13.99 119,866 1,576,505
2020-03-03 2020-03-01 4 PBCT People's United Financial, Inc.
Common Stock
F - Taxes -3,407 104,120 -3.17 13.99 -47,664 1,456,639
2020-02-21 2020-02-20 4 PBCT People's United Financial, Inc.
Employee Option to Buy
A - Award 85,153 85,153
2020-02-21 2020-02-20 4 PBCT People's United Financial, Inc.
Common Stock
A - Award 8,687 107,527 8.79
2019-10-29 2019-10-28 4 PBCT People's United Financial, Inc.
Employee Option To Buy
M - Exercise 8,427 0 -100.00
2019-10-29 2019-10-28 4 PBCT People's United Financial, Inc.
Common Stock
S - Sale -8,427 98,796 -7.86 17.08 -143,933 1,687,436
2019-10-29 2019-10-28 4 PBCT People's United Financial, Inc.
Common Stock
M - Exercise 8,427 107,223 8.53 15.80 133,147 1,694,123
2019-06-14 2019-06-13 4 PBCT People's United Financial, Inc.
Employee Option to Buy
M - Exercise -39,250 0 -100.00
2019-06-14 2019-06-13 4 PBCT People's United Financial, Inc.
Common Stock
S - Sale -39,250 98,702 -28.45 16.20 -635,850 1,598,972
2019-06-14 2019-06-13 4 PBCT People's United Financial, Inc.
Common Stock
M - Exercise 39,250 137,952 39.77 15.62 613,085 2,154,810
2019-03-04 2019-03-01 4 PBCT People's United Financial, Inc.
Common Stock
A - Award 10,394 98,405 11.81 17.82 185,169 1,753,085
2019-03-04 2019-03-01 4 PBCT People's United Financial, Inc.
Common Stock
F - Taxes -3,154 88,011 -3.46 17.82 -56,189 1,567,916
2019-02-25 2019-02-21 4 PBCT People's United Financial, Inc.
Employee Option to Buy
A - Award 70,721 70,721
2019-02-25 2019-02-21 4 PBCT People's United Financial, Inc.
Common Stock
A - Award 8,025 91,165 9.65
2018-03-02 2018-03-01 4 PBCT People's United Financial, Inc.
Common Stock
F - Taxes -4,563 83,001 -5.21 19.16 -87,450 1,590,714
2018-02-16 2018-02-15 4 PBCT People's United Financial, Inc.
Employee Option to Buy
A - Award 63,464 63,464
2018-02-16 2018-02-15 4 PBCT People's United Financial, Inc.
Common Stock
A - Award 7,183 87,564 8.94
2017-11-30 2017-11-29 4 PBCT People's United Financial, Inc.
Employee Option To Buy
M - Exercise 6,040 0 -100.00
2017-11-30 2017-11-29 4 PBCT People's United Financial, Inc.
Common Stock
S - Sale -6,040 80,064 -7.01 19.18 -115,847 1,535,628
2017-11-30 2017-11-29 4 PBCT People's United Financial, Inc.
Common Stock
M - Exercise 6,040 86,104 7.54 16.94 102,318 1,458,602
2017-06-02 2017-06-01 4 PBCT People's United Financial, Inc.
Common Stock
F - Taxes -935 80,001 -1.16 16.74 -15,650 1,339,065
2017-03-02 2017-03-01 4 PBCT People's United Financial, Inc.
Common Stock
F - Taxes -3,575 80,907 -4.23 19.62 -70,159 1,587,800
2017-02-17 2017-02-16 4 PBCT People's United Financial, Inc.
Employee Option To Buy
A - Award 66,366 66,366
2017-02-17 2017-02-16 4 PBCT People's United Financial, Inc.
Common Stock
A - Award 6,857 84,482 8.83
2016-12-02 2016-12-01 4 PBCT People's United Financial, Inc.
Employee Option to Buy
M - Exercise -43,830 0 -100.00
2016-12-02 2016-12-01 4 PBCT People's United Financial, Inc.
Common Stock
S - Sale -43,830 77,297 -36.19 18.92 -829,264 1,462,459
2016-12-02 2016-12-01 4 PBCT People's United Financial, Inc.
Common Stock
M - Exercise 43,830 121,127 56.70 16.80 736,563 2,035,539
2016-06-02 2016-06-01 4 PBCT People's United Financial, Inc.
Common Stock
F - Taxes -935 77,235 -1.20 15.86 -14,824 1,224,561
2016-03-02 2016-03-01 4 PBCT People's United Financial, Inc.
Common Stock
F - Taxes -3,610 77,832 -4.43 14.91 -53,818 1,160,319
2016-02-19 2016-02-18 4 PBCT People's United Financial, Inc.
Employee Option to Buy
A - Award 99,390 99,390
2016-02-19 2016-02-18 4 PBCT People's United Financial, Inc.
Common Stock
A - Award 8,859 81,442 12.21
2015-07-06 2015-06-01 4/A PBCT People's United Financial, Inc.
Common Stock
F - Taxes -927 72,508 -1.26 15.53 -14,396 1,126,049
2015-06-02 2015-06-01 4 PBCT People's United Financial, Inc.
Common Stock
F - Taxes -927 72,983 -1.25 15.53 -14,396 1,133,426
2015-03-04 2015-03-02 4 PBCT People's United Financial, Inc.
Common Stock
F - Taxes -2,109 73,410 -2.79 15.15 -31,947 1,112,015
2015-02-20 2015-02-19 4 PBCT People's United Financial, Inc.
Employee Option To Buy
A - Award 169,521 169,521
2015-02-20 2015-02-19 4 PBCT People's United Financial, Inc.
Common Stock
A - Award 16,566 75,519 28.10
2014-07-21 2014-07-16 4 PBCT People's United Financial, Inc.
Common Stock
F - Taxes -912 59,070 -1.52 15.03 -13,707 887,822
2014-05-16 2014-05-15 4 PBCT People's United Financial, Inc.
Employee Option to Buy
A - Award 80,157 80,157
2014-05-16 2014-05-15 4 PBCT People's United Financial, Inc.
Common Stock
A - Award 8,170 59,484 15.92
2014-04-17 3 PBCT People's United Financial, Inc.
Common Stock
88,221
2014-04-17 3 PBCT People's United Financial, Inc.
Common Stock
54,489
2014-04-17 3 PBCT People's United Financial, Inc.
Common Stock
53,033
2014-04-17 3 PBCT People's United Financial, Inc.
Common Stock
54,473
2014-04-17 3 PBCT People's United Financial, Inc.
Common Stock
55,289
2014-04-17 3 PBCT People's United Financial, Inc.
Common Stock
56,683
2014-04-17 3 PBCT People's United Financial, Inc.
Common Stock
52,164
2014-04-17 3 PBCT People's United Financial, Inc.
Common Stock
51,929
2014-04-17 3 PBCT People's United Financial, Inc.
Common Stock
88,221
2014-04-17 3 PBCT People's United Financial, Inc.
Common Stock
54,489
2014-04-17 3 PBCT People's United Financial, Inc.
Common Stock
53,033
2014-04-17 3 PBCT People's United Financial, Inc.
Common Stock
54,473
2014-04-17 3 PBCT People's United Financial, Inc.
Common Stock
55,289
2014-04-17 3 PBCT People's United Financial, Inc.
Common Stock
56,683
2014-04-17 3 PBCT People's United Financial, Inc.
Common Stock
52,164
2014-04-17 3 PBCT People's United Financial, Inc.
Common Stock
51,929
P
Open market or private purchase of non-derivative or derivative security
S
Open market or private sale of non-derivative or derivative security
A
Grant, award, or other acquisition of securities from the company (such as an option)
C
Conversion of derivative
D
Sale or transfer of securities back to the company
F
Payment of exercise price or tax liability using portion of securities received from the company
G
Gift of securities by or to the insider
K
Equity swaps and similar hedging transactions
M
Exercise or conversion of derivative security received from the company (such as an option)
V
A transaction voluntarily reported on Form 4
J
Other (accompanied by a footnote describing the transaction)