Transaction DateRecipientSharesTypePriceValue
11th September 2020Mark F Furlong21Other acquisition or disposition$0.00
14th August 2020Deborah F Kuenstner2,373Grant/award etc.$6.32$14,997.36
14th August 2020William I Woodson32,175Exercise of derivative$6.32$203,346.00
14th August 2020Kimberly S Stevenson4,747Grant/award etc.$6.32$30,001.04
14th August 2020Lizabeth H Zlatkus2,373Grant/award etc.$6.32$14,997.36
14th August 2020Gloria C Larson2,373Grant/award etc.$6.32$14,997.36
14th August 2020William I Woodson10,207Payment by withholding$6.32$64,508.24
14th August 2020Mark F Furlong5,142Grant/award etc.$6.32$32,497.44
14th August 2020Joseph C Guyaux5,142Grant/award etc.$6.32$32,497.44
14th August 2020Luis A Ubinas2,373Grant/award etc.$6.32$14,997.36
Boston Private Financial Holdings
Boston Private Financial Holdings logo

Based on disclosure changes, sentiment, insider trading and news impact we give a rating of 8/10.


Boston Private Financial Holdings, Inc. engages in the business of wealth management. It operates through the following segments: Private Banking, Wealth Management and Trust, Investment Management, and Wealth Advisory. The Private Banking segment provides services to privately owned businesses, private partnerships, and non-profit organizations. The Wealth management and trust segment offers customized investment solutions, wealth planning, trust, and family office services. The Investment Management segment refers to the services given to serve the needs of pension funds, endowments, trusts, foundations and select institutions.


Ticker: BPFH
Sector: Finance
Industry: Regional Banks
SEC Central Index Key (CIK): 821127
Employees: 779
Exchange: NASDAQ
Auditor Opinion:

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