 |
| 17-Dec-12 | Upgrade |
FBR Capital |
Underperform → Mkt Perform |
$8.50 → $9 |
|
| 04-Jun-12 | Downgrade |
FBR Capital |
Mkt Perform → Underperform |
|
|
| 05-Jan-12 | Initiated |
Deutsche Bank |
Hold |
$8 |
|
| 11-Nov-10 | Initiated |
Jefferies |
Hold |
$5.50 |
|
| 01-Nov-10 | Reiterated |
RBC Capital Mkts |
Sector Perform |
$8 → $7 |
|
| 29-Oct-10 | Reiterated |
FBR Capital |
Mkt Perform |
$7.50 → $6.50 |
|
| 19-Mar-10 | Downgrade |
Keefe Bruyette |
Outperform → Mkt Perform |
|
|
| 01-Feb-10 | Reiterated |
FBR Capital |
Mkt Perform |
$6 → $7 |
|
| 22-Jan-10 | Downgrade |
Sun Trust Rbsn Humphrey |
Buy → Neutral |
|
|
| 01-Dec-09 | Upgrade |
Sun Trust Rbsn Humphrey |
Neutral → Buy |
$6.50 |
|
| 02-Nov-09 | Reiterated |
FBR Capital |
Mkt Perform |
$4 → $6 |
|
| 18-Sep-09 | Upgrade |
RBC Capital Mkts |
Sector Perform → Outperform |
$4.80 → $6.50 |
|
| 27-Apr-09 | Reiterated |
FBR Capital Markets |
Mkt Perform |
$5 → $4 |
|
| 03-Feb-09 | Reiterated |
Friedman Billings |
Mkt Perform |
$7 → $5 |
|
| 30-Jan-09 | Reiterated |
RBC Capital Mkts |
Sector Perform |
$6 → $5 |
|
| 07-Aug-08 | Upgrade |
JP Morgan |
Neutral → Overweight |
|
|
| 28-Jul-08 | Reiterated |
Friedman Billings |
Mkt Perform |
$12 → $8 |
|
| 24-Apr-08 | Reiterated |
RBC Capital Mkts |
Sector Perform |
$13 → $8 |
|
| 24-Apr-08 | Reiterated |
Friedman Billings |
Mkt Perform |
$17 → $12 |
|
| 24-Apr-08 | Reiterated |
BMO Capital Markets |
Market Perform |
$22 → $17 |
|
|
 |
| 15-May-13 01:04PM | BOSTON PRIVATE FINANCIAL HOLDINGS INC Financials EDGAR Online Financials |
| 13-May-13 06:30AM | 17 New Preferred Stocks Offer 6.65% And More Diversification at Seeking Alpha |
| 08-May-13 08:12AM | BOSTON PRIVATE FINANCIAL HOLDINGS INC Files SEC form 10-Q, Quarterly Report EDGAR Online |
| 03-May-13 01:04PM | BOSTON PRIVATE FINANCIAL HOLDINGS INC Financials EDGAR Online Financials |
| 29-Apr-13 11:35AM | Cash Dividend On The Way From Boston Private Financial Holdings at Forbes |
| 24-Apr-13 01:04PM | BOSTON PRIVATE FINANCIAL HOLDINGS INC Financials EDGAR Online Financials |
| 07:33AM | BOSTON PRIVATE FINANCIAL HOLDINGS INC Files SEC form 8-K, Material Modification to Rights of Security Holders, Amendm EDGAR Online |
| 22-Apr-13 10:12AM | BOSTON PRIVATE FINANCIAL HOLDINGS INC Files SEC form 8-K, Amendments to Articles of Inc. or Bylaws; Change in Fiscal EDGAR Online |
| 19-Apr-13 11:20AM | Bank Sector Positioned to Roll Over Once Whole Credit Cycle Plays Through: An Expert Portfolio Manager Discusses His Holdings in the Banking Space Wall Street Transcript |
| 10:10AM | BOSTON PRIVATE FINANCIAL HOLDINGS INC Files SEC form 8-K, Regulation FD Disclosure EDGAR Online |
| 18-Apr-13 01:27PM | Boston Private Financial (BPFH) Shares Cross Below 200 DMA at Forbes |
| 17-Apr-13 04:16PM | Boston Private Financial announces pricing of 2M depository shares at theflyonthewall.com |
| 04:14PM | InPlay: BostonPrivate Fin announces pricing of public offering of 2 mln depositary shares representing interests in Preferred Stock Briefing.com |
| 04:14PM | Boston Private Financial Holdings, Inc. Announces Pricing of Public Offering of Depositary Shares Representing Interests in Preferred Stock Business Wire |
| 12:10PM | Boston Private Financial Holdings Management Discusses Q1 2013 Results - Earnings Call Transcript at Seeking Alpha |
| 10:13AM | BOSTON PRIVATE FINANCIAL HOLDINGS INC Files SEC form 8-K, Entry into a Material Definitive Agreement, Other Events, F EDGAR Online |
| 16-Apr-13 06:55PM | On The Fly: After Hours Movers at theflyonthewall.com |
| 04:57PM | InPlay: BostonPrivate Fin announces agreement to repurcahse preferred stock held by The Carlyle Group (CG) Briefing.com |
| 04:55PM | Boston Private Financial Holdings, Inc. Announces Agreement to Repurchase Preferred Stock Held By The Carlyle Group Business Wire |
| 04:50PM | Boston Private Financial Holdings, Inc. Reports First Quarter 2013 Results Business Wire |
| 10:20AM | BOSTON PRIVATE FINANCIAL HOLDINGS INC Files SEC form 8-K, Entry into a Material Definitive Agreement, Financial State EDGAR Online |
| 10:14AM | BOSTON PRIVATE FINANCIAL HOLDINGS INC Files SEC form 8-K, Other Events EDGAR Online |
| 07:07AM | Q1 2013 Boston Private Financial Holdings Earnings Release - After Market Close CCBN |
| 08-Apr-13 04:05PM | Boston Private Financial Holdings, Inc. to Announce First Quarter 2013 Results Business Wire |
| 02-Apr-13 10:01AM | BOSTON PRIVATE FINANCIAL HOLDINGS INC Files SEC form 8-K, Regulation FD Disclosure, Financial Statements and Exhibits EDGAR Online |
| 19-Mar-13 03:37PM | California Bank of Commerce treks to Seattle to find CEO at bizjournals.com |
| 16-Mar-13 01:04PM | BOSTON PRIVATE FINANCIAL HOLDINGS INC Financials EDGAR Online Financials |
| 15-Mar-13 10:00AM | On The Fly: Analyst Upgrade Summary theflyonthewall.com |
| 14-Mar-13 04:33PM | Boston Private Financial Breaks Above 200-Day Moving Average - Bullish for BPFH at Forbes +9.15% |
| 10:12AM | On The Fly: Analyst Upgrade Summary theflyonthewall.com |
| 13-Mar-13 03:07PM | Gibraltar Private Bank for sale, sources say at bizjournals.com |
| 12-Mar-13 04:09PM | BOSTON PRIVATE FINANCIAL HOLDINGS INC Files SEC form 10-K, Annual Report EDGAR Online |
| 09:57AM | FDIC Data Shows Stressed Community Banks at TheStreet |
| 21-Feb-13 11:53AM | BPFH Crosses Below Key Moving Average Level at Forbes |
| 15-Feb-13 04:15PM | Boston Private Financial Holdings, Inc. to Present at Keefe, Bruyette & Woods Boston Bank Conference Business Wire |
| 08-Feb-13 10:29AM | Boston Private Financial Holdings Ex-Dividend Reminder at Forbes |
| 01-Feb-13 06:01AM | BOSTON PRIVATE FINANCIAL HOLDINGS INC Files SEC form 8-K, Other Events EDGAR Online |
| 24-Jan-13 02:05PM | Slow and Steady Wins the Race: a Wall Street Transcript Interview with Luis M. Raposo, Founder of Shorepoint Capital Partners Wall Street Transcript |
| 21-Jan-13 10:43AM | Dividend Changes to Know Now: First Advantage Bancorp, Kinder Morgan, Boston Private Financial Holdings, ONEOK, Pacific Continental at Wall St. Cheat Sheet |
| 17-Jan-13 01:27AM | 4:15 pm BostonPrivate Fin approved a cash dividend of $0.05 per share, up from $0.01 per share last quarter Briefing.com |
| 16-Jan-13 06:07PM | 4:15 pm BostonPrivate Fin approved a cash dividend of $0.05 per share, up from $0.01 per share last quarter Briefing.com |
| 05:48PM | 4:15 pm BostonPrivate Fin approved a cash dividend of $0.05 per share, up from $0.01 per share last quarter Briefing.com |
| 05:21PM | 4:15 pm BostonPrivate Fin approved a cash dividend of $0.05 per share, up from $0.01 per share last quarter Briefing.com |
| 04:44PM | 4:15 pm BostonPrivate Fin approved a cash dividend of $0.05 per share, up from $0.01 per share last quarter Briefing.com |
| 04:35PM | BOSTON PRIVATE FINANCIAL HOLDINGS INC Files SEC form 8-K, Results of Operations and Financial Condition, Other Events EDGAR Online |
| 04:15PM | InPlay: BostonPrivate Fin approved a cash dividend of $0.05 per share, up from $0.01 per share last quarter Briefing.com |
| 04:05PM | Boston Private Financial Holdings, Inc. Reports Fourth Quarter and Full Year 2012 Results; Announces Dividend Increase and Share Repurchase Program Business Wire |
| 07:07AM | Q4 2012 Boston Private Financial Holdings Earnings Release - After Market Close CCBN |
| 07-Jan-13 04:05PM | Boston Private Financial Holdings, Inc. to Announce Fourth Quarter and Full Year 2012 Results Business Wire |
| 17-Dec-12 05:54PM | What Sterling Bank gains from Boston Private purchase at bizjournals.com |
| 04:05PM | BOSTON PRIVATE FINANCIAL HOLDINGS INC Files SEC form 8-K, Other Events, Financial Statements and Exhibits EDGAR Online |
| 08:56AM | Sterling buying Boston Private Bank's Seattle operations at bizjournals.com |
| 08:51AM | InPlay from Briefing.com Briefing.com |
| 08:07AM | InPlay from Briefing.com Briefing.com |
| 08:05AM | InPlay: BostonPrivate Fin announces sale of Pacific Northwest offices to Sterling Financial (STSA) Briefing.com |
| 08:00AM | Boston Private Financial Holdings, Inc. Announces Sale of Pacific Northwest Offices to Sterling Financial Corporation Business Wire |
| 05:52AM | BostonPrivate Fin upgraded by FBR Capital Briefing.com |
| 05-Dec-12 12:47PM | Boston Private Bank to stay in Post Office Square at bizjournals.com |
| 03-Dec-12 12:28PM | 5 Buy-Rated Bank Stock Takeout Targets From KBW at TheStreet |
| 06:30AM | 5 Buy-Rated Bank Stock Takeout Targets From KBW at TheStreet |
| 28-Nov-12 04:29PM | Get An Even Better Deal On BPFH Than Director Sinai Did at Forbes |
| 21-Nov-12 06:21PM | Mechanics Bank CEO Steve Buster to exit at year-end at bizjournals.com |
| 14-Nov-12 01:04PM | BOSTON PRIVATE FINANCIAL HOLDINGS INC Financials EDGAR Online Financials |
| 12-Nov-12 10:23AM | Reminder - Boston Private Financial Holdings (BPFH) Goes Ex-Dividend at Forbes |
| 09-Nov-12 01:53PM | Former bank exec Hullick sues Gibraltar over Rothstein allegations at bizjournals.com |
| 08-Nov-12 04:19PM | BOSTON PRIVATE FINANCIAL HOLDINGS INC Files SEC form 10-Q, Quarterly Report EDGAR Online |
| 02-Nov-12 04:38PM | BOSTON PRIVATE FINANCIAL HOLDINGS INC Files SEC form 8-K, Change in Directors or Principal Officers, Financial Statem EDGAR Online |
| 31-Oct-12 12:29PM | Gibraltar Private Bank earns $12M in Q3 after tax dispute recovery at bizjournals.com |
| 25-Oct-12 04:45AM | Zacks #1 Rank Additions for Thursday Zacks |
| 22-Oct-12 04:15PM | BOSTON PRIVATE FINANCIAL HOLDINGS INC Files SEC form 8-K, Other Events EDGAR Online |
| 18-Oct-12 05:14PM | BOSTON PRIVATE FINANCIAL HOLDINGS INC Files SEC form 8-K/A, Results of Operations and Financial Condition EDGAR Online |
| 09:44AM | New Star Analyst Rankings for Boston Private Financial Holdin StarMine |
| 17-Oct-12 04:26PM | BOSTON PRIVATE FINANCIAL HOLDINGS INC Files SEC form 8-K, Results of Operations and Financial Condition, Financial St EDGAR Online |
| 04:12PM | Boston Private Financial Holdings, Inc. Reports Third Quarter 2012 Results Business Wire |
| 07:07AM | Q3 2012 Boston Private Financial Holdings Earnings Release - After Market Close CCBN |
| 03-Oct-12 05:26PM | BOSTON PRIVATE FINANCIAL HOLDINGS INC Files SEC form 8-K, Change in Directors or Principal Officers EDGAR Online |
| 02-Oct-12 04:05PM | Boston Private Financial Holdings, Inc. to Announce Third Quarter 2012 Results Business Wire |
| 03:34PM | Gibraltar, Boston Private get Rothstein bar order at bizjournals.com |
| 28-Sep-12 07:00AM | Buyers to Bank On Morningstar |
| 26-Sep-12 10:50AM | Fund managers realize big gains from small bank stocks at Reuters |
| 10:24AM | Fund managers realize big gains from small bank stocks at Reuters |
| 08:32AM | Fund managers realize big gains from small bank stocks at Reuters |
| 07:32AM | Fund managers realize big gains from small bank stocks at Reuters |
| 20-Sep-12 04:19PM | BOSTON PRIVATE FINANCIAL HOLDINGS INC Files SEC form 8-K, Regulation FD Disclosure, Financial Statements and Exhibits EDGAR Online |
| 22-Aug-12 04:03PM | BOSTON PRIVATE FINANCIAL HOLDINGS INC Files SEC form 8-K, Other Events EDGAR Online |
| 20-Aug-12 04:20PM | BOSTON PRIVATE FINANCIAL HOLDINGS INC Files SEC form 8-K, Other Events, Financial Statements and Exhibits EDGAR Online |
| 16-Aug-12 10:17AM | Equity Briefing: Upgrades and Downgrades for August 16th: ABC, ABFS, ACHN, ALE, AMAT, ANF, AVNW, AXP, BEAV Thomson Reuters ONE |
| 15-Aug-12 05:22PM | Borel to change name to Boston Private Bank at bizjournals.com |
| 01:04PM | BOSTON PRIVATE FINANCIAL HOLDINGS INC Financials EDGAR Online Financials |
| 10-Aug-12 10:07AM | Boston Private Financial Holdings About To Put More Money In Your Pocket at Forbes |
| 07-Aug-12 03:59PM | BOSTON PRIVATE FINANCIAL HOLDINGS INC Files SEC form 10-Q, Quarterly Report EDGAR Online |
| 20-Jul-12 04:05PM | BOSTON PRIVATE FINANCIAL HOLDINGS INC Files SEC form 8-K, Other Events EDGAR Online |
| 19-Jul-12 10:32AM | New Star Analyst Rankings for Boston Private Financial Holdin StarMine |
| 18-Jul-12 04:09PM | BOSTON PRIVATE FINANCIAL HOLDINGS INC Files SEC form 8-K, Results of Operations and Financial Condition, Financial St EDGAR Online |
| 04:05PM | Boston Private Financial Holdings, Inc. Reports Second Quarter 2012 Results Business Wire |
| 07:07AM | Q2 2012 Boston Private Financial Holdings Earnings Release - After Market Close CCBN |
| 09-Jul-12 04:05PM | Boston Private Financial Holdings, Inc. to Announce Second Quarter 2012 Results Business Wire |
| 04-Jun-12 02:24PM | This Just In: More Upgrades and Downgrades at Motley Fool -8.60% |
| 02:22PM | Must Know Equity Upgrades and Downgrades Monday at Wall St. Cheat Sheet |
| 01:18AM | BostonPrivate Fin downgraded by FBR Capital Briefing.com |
|
 |
| Boston Private Financial Holdings, Inc. operates as the bank holding company for Boston Private Bank & Trust Company that provides a range of wealth management services in the United States. The company operates in three segments: Private Banking, Investment Management, and Wealth Advisory. Its deposit products include checking accounts, demand deposits, NOW accounts, savings accounts, money market accounts, and certificates of deposit. The company's loan portfolio comprises residential mortgage loans, mortgage loans on investment or vacation properties, unsecured and secured personal lines of credit, home equity loans, and overdraft protection for individuals; and commercial and mortgage loans, revolving lines of credit, working capital loans, equipment financing, community lending programs, and construction and land loans for businesses. It also provides investment management services for pension funds, endowments, trusts, foundations and select institutions, mutual funds, and high net worth individuals and their families. In addition, the company offers financial planning, tax planning and preparation, estate and insurance planning, retirement planning, charitable planning, and intergenerational gifting and succession planning services, as well as fiduciary services, including investment management, advisory, and administrative services. It serves individuals and their families, small and medium-sized businesses, and professionals; real estate investors; and middle market businesses, including corporations, partnerships, associations, and nonprofit organizations primarily in the New England, San Francisco Bay, Southern California, and the Pacific Northwest. Boston Private Financial Holdings, Inc. was founded in 1988 and is headquartered in Boston, Massachusetts. |
 |
| Insider Trading |
Relationship |
Date |
Transaction |
Cost |
#Shares |
Value ($) |
#Shares Total |
SEC Form 4 |
| MacDonald W. Timothy | EVP, Chief Risk Officer | May 15 | Sale | 9.87 | 3,346 | 33,032 | 37,732 | May 17 04:40 PM | | THOMPSON MARK D | CEO - BPFH Private Banking | May 15 | Sale | 9.87 | 22,125 | 218,414 | 340,912 | May 17 04:27 PM | | Kaye David J. | EVP, Chief Financial Officer | May 15 | Sale | 9.87 | 8,860 | 87,464 | 108,195 | May 17 04:24 PM | | Chambers Margaret | EVP, General Counsel | May 15 | Sale | 9.87 | 7,627 | 75,292 | 126,502 | May 17 04:21 PM | | Higgins Martha | EVP, Human Capital Resources | May 15 | Sale | 9.87 | 4,202 | 41,481 | 57,456 | May 17 04:12 PM | | Regan Joseph D | Controller | May 15 | Sale | 9.87 | 3,132 | 30,919 | 51,559 | May 17 04:10 PM | | THOMPSON MARK D | CEO - BPFH Private Banking | Apr 01 | Sale | 9.70 | 6,208 | 60,219 | 363,037 | Apr 03 04:16 PM | | SINAI ALLEN L | Director | Feb 28 | Buy | 9.08 | 400 | 3,632 | 67,868 | Feb 28 04:20 PM | | SINAI ALLEN L | Director | Feb 27 | Buy | 8.96 | 1,000 | 8,960 | 67,468 | Feb 27 04:46 PM | | SINAI ALLEN L | Director | Feb 26 | Buy | 9.07 | 1,000 | 9,067 | 66,468 | Feb 26 04:05 PM | | SINAI ALLEN L | Director | Feb 19 | Buy | 9.41 | 300 | 2,822 | 65,468 | Feb 19 04:06 PM | | SINAI ALLEN L | Director | Feb 15 | Buy | 9.44 | 500 | 4,719 | 63,974 | Feb 15 04:24 PM | | SINAI ALLEN L | Director | Feb 06 | Buy | 9.37 | 500 | 4,683 | 63,474 | Feb 06 04:04 PM | | SINAI ALLEN L | Director | Feb 05 | Buy | 9.35 | 500 | 4,674 | 62,974 | Feb 05 04:21 PM | | SINAI ALLEN L | Director | Jan 30 | Buy | 9.37 | 1,000 | 9,374 | 62,474 | Jan 31 05:04 PM | | Kaye David J. | EVP, Chief Financial Officer | Jan 28 | Sale | 9.32 | 13,192 | 122,883 | 117,055 | Jan 29 05:08 PM | | Higgins Martha | EVP, Human Capital Resources | Jan 28 | Sale | 9.32 | 6,866 | 63,957 | 68,524 | Jan 29 05:07 PM | | Deutsch Clayton | CEO and President | Jan 28 | Sale | 9.32 | 30,562 | 284,685 | 862,446 | Jan 29 05:04 PM | | Chambers Margaret | EVP, General Counsel | Jan 28 | Sale | 9.32 | 11,951 | 111,324 | 119,841 | Jan 29 05:04 PM | | Regan Joseph D | Controller | Jan 24 | Option Exercise | 4.92 | 3,960 | 19,483 | 50,018 | Jan 28 07:46 PM | | Kaye David J. | EVP, Chief Financial Officer | Jan 15 | Option Exercise | 9.34 | 26,132 | 244,073 | 117,181 | Jan 29 05:08 PM | | Higgins Martha | EVP, Human Capital Resources | Jan 15 | Option Exercise | 9.34 | 13,066 | 122,036 | 68,857 | Jan 29 05:07 PM | | Deutsch Clayton | CEO and President | Jan 15 | Option Exercise | 9.31 | 61,774 | 575,116 | 862,121 | Jan 29 05:04 PM | | Chambers Margaret | EVP, General Counsel | Jan 15 | Option Exercise | 9.34 | 23,519 | 219,667 | 120,032 | Jan 29 05:04 PM | | Dawson James D. | EVP, Senior Integration Exec. | Dec 31 | Sale | 8.84 | 14,545 | 128,543 | 144,085 | Jan 03 04:59 PM | | George L. ALexakos | EVP - Chief Risk Officer | Dec 31 | Sale | 8.84 | 5,410 | 47,811 | 35,465 | Jan 03 04:50 PM | | SINAI ALLEN L | Director | Aug 29 | Buy | 9.58 | 500 | 4,791 | 60,155 | Aug 30 04:40 PM | | SINAI ALLEN L | Director | Aug 20 | Buy | 9.56 | 200 | 1,912 | 59,655 | Aug 20 05:05 PM | | SINAI ALLEN L | Director | Aug 16 | Buy | 9.77 | 500 | 4,884 | 58,329 | Aug 16 04:06 PM | | SINAI ALLEN L | Director | Aug 15 | Buy | 10.01 | 300 | 3,002 | 57,829 | Aug 15 04:40 PM | | SINAI ALLEN L | Director | Aug 14 | Buy | 9.99 | 500 | 4,993 | 57,529 | Aug 15 04:10 PM | | SINAI ALLEN L | Director | Aug 13 | Buy | 9.88 | 1,000 | 9,878 | 57,029 | Aug 13 05:06 PM | | Dawson James D. | EVP, Senior Integration Exec. | Aug 13 | Sale | 10.00 | 5,000 | 50,000 | 158,489 | Aug 13 05:19 PM | | SINAI ALLEN L | Director | Aug 10 | Buy | 9.90 | 1,000 | 9,898 | 56,029 | Aug 10 05:00 PM | | SINAI ALLEN L | Director | Aug 09 | Buy | 9.85 | 1,000 | 9,850 | 55,029 | Aug 09 05:01 PM | | SINAI ALLEN L | Director | Aug 01 | Buy | 9.44 | 500 | 4,720 | 54,029 | Aug 01 04:15 PM | | SINAI ALLEN L | Director | Jul 31 | Buy | 9.48 | 500 | 4,739 | 53,529 | Aug 01 04:15 PM | | Higgins Martha | EVP, Human Capital Resources | Jul 26 | Sale | 9.38 | 5,000 | 46,900 | 54,490 | Jul 26 05:19 PM | | SINAI ALLEN L | Director | Jul 25 | Buy | 9.32 | 2,000 | 18,636 | 53,029 | Jul 26 05:17 PM |
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