Boston Private Financial Holdings Inc (BPFH)

FINANCE: BANKS
SIC: STATE COMMERCIAL BANKS

10 POST OFFICE SQ BOSTON, MA 02109

Boston Private Financial Holdings, Inc. (BPFH) is the bank holding company for Boston Private Bank & Trust Company (the Bank). In addition to the Bank, the Company has two consolidated investment management affiliates, and three consolidated wealth advisory affiliates. The Company conducts its business through its three segments: Private Banking, Investment Management and Wealth Advisory. In January 2011, the Company sold its interest in Coldstream Holdings, Inc. (Coldstream). On May 27, 2011, the Bank, merged, as the surviving bank, with Borel Private Bank & Trust Company (Borel), First Private Bank & Trust (FPB), and Charter Private Bank (Charter), all of which were also wholly owned subsidiaries of the Company. In May 2012, Bryn Mawr Bank Corporation acquired Davidson Trust Company from BPFH.

Data based on most recent fiscal year report
Market Cap1.013 Billion Shares Outstanding83.24 Million Avg Volume591.902 Thousand
1-Yr BETA vs S&P TR1.285 Current Ratio0.99 Quick Ratio0.99
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Funds Holding BPFH (via 13F filings)

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*Shares are split adjusted
*Please note that if a filer hasn't submitted a 13F filing for a quarter then the filer's shares will be listed as "Sold All"

Mutual Funds Holding BPFH BETA

Active Schedule 13D and 13G filings

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Open Market Buys/Sells Last 60 Days

Open Market Buys (P)

none

Open Market Sells (S)

none

Exercise Derivative Conversion (M)

14.8 Thousand total shares from 1 transactions

Current/Former Insiders

Insider Name Type Last Reported Shares Held Last Reported Date Filings in past year

THOMPSON MARK D PRESIDENT

9,855 2020-01-21 0

ZLATKUS LIZABETH H

  • Director
4,871 2020-01-15 4

FURLONG MARK F

  • Director
45,803 2019-12-06 5

DECHELLIS ANTHONY CEO AND PRESIDENT

  • Officer
  • Director
162,746 2019-11-26 2

KUENSTNER DEBORAH F

  • Director
136,275 2019-11-15 4

WATERS STEPHEN M

  • Director
31,838 2019-11-15 4

WELLS DONNA

  • Director
20,527 2019-11-15 0

LARSON GLORIA C

  • Director
30,500 2019-11-15 5

STEVENSON KIMBERLY S

  • Director
37,470 2019-11-15 4

GUYAUX JOSEPH C

  • Director
13,840 2019-11-15 3

UBINAS LUIS A

  • Director
10,112 2019-11-15 4

LONGLEY JOHN T. EVP

  • Officer
0 2019-11-15 2

MACDONALD W. TIMOTHY EVP, CHIEF RISK OFFICER

  • Officer
94,705 2019-10-30 4

HENRIQUES ADOLFO

  • Director
31,854 2019-10-29 0

GAVEN STEVEN M EVP, CHIEF FINANCIAL OFFICER

  • Officer
11,412 2019-09-04 3

WOODSON WILLIAM I EVP

  • Officer
0 2019-08-15 2

REGAN JOSEPH D SVP, CONTROLLER

  • Officer
0 2019-05-15 2

SHOBACK JACQUELINE S EVP, CHIEF MARKETING OFFICER

  • Officer
0 2019-05-15 2

ENOS JOY EVP, CHIEF HR OFFICER

  • Officer
0 2019-05-15 1

SIMONS PAUL M EVP

  • Officer
0 2019-05-15 2

COOPER CHRISTOPHER A SVP, ASSISTANT GENERAL COUNSEL

  • Officer
0 2019-05-15 1

ALMY MAURA EVP

  • Officer
0 2019-05-15 3

BROWN JAMES CANNON EVP

  • Officer
0 2019-05-15 3

GRAHAM COLLEEN A EVP, GENERAL COUNSEL

  • Officer
0 2019-05-15 2

DEUTSCH CLAYTON CEO AND PRESIDENT

  • Officer
  • Director
737,204 2018-12-31 0

CHAMBERS MARGARET EVP, GENERAL COUNSEL

  • Officer
140,904 2018-12-31 0

SCHWARTZ GEORGE G PRESIDENT-BOSTON PRIVATE BANK

  • Officer
146,918 2018-11-30 0

KAYE DAVID J. EVP, CEO-CORP CLIENT BANKING

  • Officer
110,333 2018-11-19 0

NOLAN DANIEL P.

  • Director
65,330 2018-11-15 0

GRIFFIN COREY CEO BOSTON PRIVATE WEALTH LLC

  • Officer
77,144 2018-08-15 0

HIGGINS MARTHA EVP, CHIEF HR OFFICER

  • Officer
36,768 2018-08-09 0

MORTON JOHN III

  • Director
8,451 2018-02-15 0

SHAPIRO BRIAN G.

  • Director
84,722 2016-05-13 0

RAIMONDI PETER J.

  • FORMER EXECUTIVE OFFICER
474,277 2016-05-06 0

ALEXANDER HERBERT S

  • Director
134,986 2015-04-08 0

HOFFMAN LYNN THOMPSON

  • Director
63,845 2015-02-13 0

SHEA WILLIAM J

  • Director
  • 10% Owner
100,000 2014-07-31 0

COLANGELO EUGENE S

  • Director
139,882 2014-03-13 0

SINAI ALLEN L

  • Director
59,904 2014-02-24 0

DAWSON JAMES D. EVP, SENIOR INTEGRATION EXEC.

  • Officer
144,085 2012-12-31 0

GEORGE L. ALEXAKOS EVP - CHIEF RISK OFFICER

  • Officer
No longer subject to file 2012-12-31 0

GRATRIX WILLIAM A.

  • FORMER EXECUTIVE
0 2011-11-30 0

VAILL TIMOTHY L

  • Director
No longer subject to file 2011-05-13 0

GRAVELINE KATHLEEN M

  • Director
46,263 2011-02-15 0

CROMARTY JOSEPH H CEO - WEALTH ADVISORY & INVEST

  • Officer
No longer subject to file 2010-10-13 0

PRESSEY WALTER M PRESIDENT & VICE CHAIRMAN

  • Officer
  • Director
136,931 2010-05-14 0

KEARNEY KATHRYN EXECUTIVE VICE PRESIDENT

  • Officer
0 2008-08-15 0

MORRIS RICHARD I JR

  • Director
54,363 2008-07-25 0

PARKER JONATHAN PRESIDENT, WESTERN REGION

  • Officer
67,035 2008-05-30 0

BENNETT PETER C

  • Director
No longer subject to file 2008-05-19 0

Insider Transactions Last 60 Days

Reporting Owners Transaction Date Transaction Code Shares Share Price Acquired or Disposed Shares Owned Following Transaction Combined shares owned after filing Direct/Indirect Ownership 10b-5

DECHELLIS ANTHONY - Director - Officer CEO AND PRESIDENT

2019-11-26 M 14,763 $11.69 a 167,163 162,746.26 direct

DECHELLIS ANTHONY - Director - Officer CEO AND PRESIDENT

2019-11-26 M 14,763 d 44,292 162,746.26 direct

DECHELLIS ANTHONY - Director - Officer CEO AND PRESIDENT

2019-11-26 F 4,417 $11.69 d 162,746 162,746.26 direct
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