BPFH Insider Trading
BPFH | Market Equity
Comprehensive Trading Performance Summary
The investment history of corporate insiders at BPFH provides a unique lens into the internal conviction of the company's leadership. By analyzing SEC Form 4 filings, investors can track how directors and officers are allocating their own capital. High-conviction buying often signals that management believes the current market price significantly undervalues future growth prospects, while strategic selling might occur for personal liquidity or portfolio diversification. Monitoring these shifts in ownership is essential for understanding the alignment between management and shareholders in the Market Equity sector.
Transactions on Chart
Open Full Chart| Filing Date | Trade Date | Reporting Person | Relationship | Type | Price | Qty | Total, $ | Owned After | Change, % |
|---|---|---|---|---|---|---|---|---|---|
| 2018-01-30 00:12 | 2018-01-25 | MacDonald W. Timothy | Officer - EVP, Chief Risk Officer | BUY | $15.32 | 12,483 | $191,236 | 83,335 | +17.6% |
| 2018-01-25 01:57 | 2018-01-22 | Higgins Martha | Officer - EVP, Chief HR Officer | OPT+S | $15.49 | 14,385 | $222,824 | 39,477 | 0.0% |
| 2018-01-25 01:57 | 2018-01-22 | Wells Donna | Director | SELL | $15.48 | 2,334 | $36,119 | 13,786 | -14.5% |
| 2018-01-25 01:56 | 2018-01-22 | Waters Stephen M | Director | SELL | $15.51 | 5,500 | $85,303 | 30,040 | -15.5% |
| 2018-01-25 01:56 | 2018-01-22 | Morton John III | Director | OPT+S | $15.46 | 35,057 | $542,093 | 7,455 | 0.0% |
| 2018-01-25 01:56 | 2018-01-22 | MacDonald W. Timothy | Officer - EVP, Chief Risk Officer | BUY | $15.44 | 3,129 | $48,312 | 70,852 | +4.6% |
| 2017-05-03 23:16 | 2017-05-02 | Waters Stephen M | Director | SELL | $15.46 | 9,000 | $139,180 | 31,392 | -22.3% |
| 2017-02-01 00:46 | 2017-01-27 | Deutsch Clayton | Director, Officer - CEO and President | SELL | $16.59 | 25,000 | $414,833 | 747,244 | -3.2% |
| 2017-01-27 00:23 | 2017-01-25 | Regan Joseph D | Officer - Controller | SELL | $17.02 | 25,000 | $425,610 | 11,356 | -68.8% |
| 2016-11-09 01:20 | 2016-11-08 | Morton John III | Director | SELL | $12.98 | 7,500 | $97,313 | 30,308 | -19.8% |
| 2016-10-26 23:03 | 2016-10-25 | Schwartz George G | Officer - President-Boston Private Bank | OPT+S | $13.00 | 10,000 | $129,966 | 122,035 | 0.0% |
| 2016-09-02 23:02 | 2016-09-01 | Higgins Martha | Officer - EVP, Chief HR Officer | SELL | $12.67 | 7,500 | $95,025 | 44,036 | -14.6% |
| 2016-08-31 23:05 | 2016-08-30 | Deutsch Clayton | Director, Officer - CEO and President | SELL | $12.84 | 30,000 | $385,185 | 771,221 | -3.7% |
| 2016-08-25 23:05 | 2016-08-24 | Griffin Corey | Officer - CEO Boston Private Wealth LLC | BUY | $12.52 | 1,600 | $20,032 | 47,068 | +3.5% |
| 2016-08-05 23:14 | 2016-08-04 | Griffin Corey | Officer - CEO Boston Private Wealth LLC | BUY | $12.04 | 5,000 | $60,200 | 45,468 | +12.4% |
| 2016-07-29 23:12 | 2016-07-28 | Kaye David J. | Officer - EVP, CFO and CAO | OPT+S | $12.17 | 7,500 | $91,283 | 129,985 | 0.0% |
| 2016-05-25 23:07 | 2016-05-24 | Higgins Martha | Officer - EVP, Chief HR Officer | SELL | $12.42 | 10,000 | $124,200 | 50,340 | -16.6% |
| 2016-05-18 02:16 | 2016-05-16 | Deutsch Clayton | Director, Officer - CEO and President | SELL | $11.86 | 30,000 | $355,800 | 800,145 | -3.6% |
| 2016-05-06 23:18 | 2016-05-05 | Morton John III | Director | SELL | $11.92 | 12,263 | $146,208 | 36,673 | -25.1% |
| 2016-02-05 00:38 | 2016-02-02 | Griffin Corey | Officer - CEO Boston Private Wealth LLC | BUY | $10.02 | 10,820 | $108,416 | 26,334 | +69.7% |
| 2015-12-12 00:11 | 2015-12-10 | Higgins Martha | Officer - EVP, Chief HR Officer | SELL | $11.20 | 4,446 | $49,795 | 54,191 | -7.6% |
| 2015-12-04 00:05 | 2015-12-01 | Raimondi Peter J. | Officer - Pres, Boton Private Wealth LLC | SELL | $12.05 | 110,000 | $1,325,005 | 401,877 | -21.5% |
| 2015-11-03 00:05 | 2015-10-30 | Raimondi Peter J. | Officer - Pres, Boton Private Wealth LLC | SELL | $11.54 | 70,388 | $812,278 | 511,877 | -12.1% |
| 2015-10-30 23:39 | 2015-10-28 | Raimondi Peter J. | Officer - Pres, Boton Private Wealth LLC | SELL | $11.68 | 100,000 | $1,167,500 | 582,265 | -14.7% |
| 2015-09-08 23:26 | 2015-09-03 | Deutsch Clayton | Director, Officer - CEO | SELL | $11.80 | 30,000 | $354,000 | 807,046 | -3.6% |
| 2015-08-03 23:17 | 2015-07-30 | Waters Stephen M | Director | SELL | $12.45 | 3,000 | $37,350 | 33,448 | -8.2% |
| 2015-07-25 02:02 | 2015-07-23 | Higgins Martha | Officer - EVP, Chief HR Officer | SELL | $13.00 | 3,437 | $44,681 | 60,382 | -5.4% |
| 2015-07-21 23:36 | 2015-07-20 | Morton John III | Director | SELL | $13.06 | 6,338 | $82,796 | 44,923 | -12.4% |
| 2015-07-21 23:34 | 2015-07-20 | Waters Stephen M | Director | SELL | $13.02 | 12,000 | $156,240 | 36,448 | -24.8% |
| 2015-07-21 23:33 | 2015-07-20 | Regan Joseph D | Officer - Controller | SELL | $13.00 | 20,000 | $260,000 | 31,003 | -39.2% |
| 2015-06-11 23:55 | 2015-06-10 | Chambers Margaret | Officer - EVP, General Counsel | SELL | $13.33 | 1,996 | $26,609 | 119,229 | -1.6% |
| 2015-04-30 23:12 | 2015-04-29 | Deutsch Clayton | Director, Officer - CEO and President | SELL | $12.99 | 30,000 | $389,700 | 855,002 | -3.4% |
| 2015-04-30 02:25 | 2015-04-28 | Chambers Margaret | Officer - EVP, General Counsel | SELL | $13.00 | 11,538 | $149,994 | 108,743 | -9.6% |
| 2015-02-25 00:57 | 2015-02-20 | Higgins Martha | Officer - EVP, Human Capital Resources | SELL | $12.46 | 10,645 | $132,615 | 55,106 | -16.2% |
| 2015-02-04 00:26 | 2015-01-30 | Waters Stephen M | Director | SELL | $11.11 | 10,021 | $111,333 | 45,260 | -18.1% |
| 2014-11-13 01:11 | 2014-11-10 | Regan Joseph D | Officer - Controller | SELL | $13.29 | 10,000 | $132,945 | 41,674 | -19.4% |
| 2014-10-28 23:22 | 2014-10-24 | HOFFMAN LYNN THOMPSON | Director | SELL | $12.14 | 23,000 | $279,294 | 61,574 | -27.2% |
| 2014-10-21 23:15 | 2014-10-21 | Nolan Daniel P. | Director | BUY | $11.97 | 8,500 | $101,745 | 26,053 | +48.4% |
| 2014-09-10 23:07 | 2014-09-09 | Deutsch Clayton | Director, Officer - CEO and President | SELL | $12.37 | 30,000 | $371,169 | 823,235 | -3.5% |
| 2014-09-05 23:40 | 2014-09-04 | Chambers Margaret | Officer - EVP, General Counsel | SELL | $12.54 | 23,860 | $299,188 | 118,094 | -16.8% |
| 2014-09-05 00:03 | 2014-09-02 | HOFFMAN LYNN THOMPSON | Director | SELL | $12.38 | 12,656 | $156,696 | 84,574 | -13.0% |
| 2014-08-09 01:15 | 2014-08-06 | HOFFMAN LYNN THOMPSON | Director | SELL | $12.30 | 4,744 | $58,351 | 96,004 | -4.7% |
| 2014-08-06 23:51 | 2014-08-05 | HOFFMAN LYNN THOMPSON | Director | SELL | $12.43 | 5,600 | $69,608 | 100,748 | -5.3% |
| 2014-07-24 23:05 | 2014-07-23 | Nolan Daniel P. | Director | BUY | $12.66 | 15,000 | $189,963 | 15,100 | +15,000.0% |
| 2014-07-24 00:09 | 2014-07-22 | Higgins Martha | Officer - EVP, Human Capital Resources | SELL | $12.63 | 6,485 | $81,931 | 67,314 | -8.8% |
| 2014-03-13 23:40 | 2014-03-13 | COLANGELO EUGENE S | Director | BUY | $13.51 | 7,375 | $99,636 | 139,882 | +5.6% |
| 2014-02-05 01:11 | 2014-01-31 | THOMPSON MARK D | Director, Officer - CEO Boston Private Bank | BUY | $12.42 | 18,004 | $223,610 | 493,548 | +3.8% |
| 2014-02-05 01:11 | 2014-01-31 | THOMPSON MARK D | Director, Officer - CEO Boston Private Bank | SELL | $12.45 | 28,949 | $360,531 | 464,599 | -5.9% |
| 2014-02-05 01:11 | 2014-01-31 | Chambers Margaret | Officer - EVP, General Counsel | SELL | $12.45 | 7,176 | $89,370 | 136,198 | -5.0% |
| 2014-02-05 01:11 | 2014-01-31 | Deutsch Clayton | Director, Officer - CEO and President | SELL | $12.45 | 25,941 | $323,069 | 902,734 | -2.8% |
How to Interpret $BPFH Trades
Not every insider transaction in BPFH is a signal for immediate action. Professional investors look for "cluster buying"—when multiple executives simultaneously purchase $BPFH shares on the open market. It is crucial to distinguish between scheduled sales (under Rule 10b5-1) and voluntary increases in ownership, which demonstrate management’s true conviction that the stock is undervalued.
Data Source & Accuracy for BPFH
Insider activity data for BPFH is streamed in real-time directly from the SEC EDGAR system. We analyze raw Form 4 filings, filtering out technical adjustments and complex derivative transactions. This provides a transparent view of how ownership structure is evolving in $BPFH, allowing you to follow the capital of those with the most intimate knowledge of the company.
UNDERSTANDING THE DATA
FILING DATE: The date and time when the transaction was reported to the SEC. This is when the public first receives the information.
TRADE DATE: The actual day the insider executed the purchase or sale in the market.
INDUSTRY: The specific market sector the company operates in. Useful for identifying broader institutional capital flows across sectors.
OWNED AFTER: The total number of shares held by the insider following the transaction. This highlights the insider's remaining conviction in the company.
CHANGE %: The percentage increase or decrease of the insider's total position. Large percentage changes often carry more weight than the dollar amount alone.
TRADE TYPES DEFINITIONS
BUY: An open market purchase. Typically indicates an insider's belief that the stock is undervalued or poised for growth.
SELL: An open market sale. While often used for diversification or liquidity, large or unexpected sales can be a warning signal.
OPT+S (OPTION EXERCISE & SALE): This occurs when an insider exercises their stock options and sells them immediately. Often part of a structured compensation plan.