Insider trading activities (stock purchases, sales, and option exercises) reported by insiders of Boston Private Financial Holdings Inc (BPFH) since 2014 are shown in Table 1 and Table 2. Table 1 shows the monthly insider trading data of Boston Private Financial Holdings Inc. Table 2 shows the detailed insider transactions. This company's CIK number is 821127.
Total stock buying since 2014: $2,861,836.
Total stock sales since 2014: $11,960,938.
Total stock option exercises since 2014: $7,769,675.
Insider Buying | Insider Sales | Option Exercises | ||||
---|---|---|---|---|---|---|
Year | Shares | Value | Shares | Value | Shares | Value |
2021 | 0 | $0 | 48,665 | $688,915 | 38,325 | $510,136 |
2020 | 160,425 | $1,180,183 | 30,389 | $240,581 | 136,831 | $971,919 |
2019 | 13,026 | $135,886 | 21,894 | $246,092 | 61,654 | $698,341 |
2018 | 75,589 | $1,063,709 | 130,595 | $1,976,506 | 295,872 | $2,882,464 |
2017 | 116 | $1,699 | 59,000 | $981,318 | 79,524 | $1,240,572 |
2016 | 17,420 | $188,647 | 102,500 | $1,278,438 | 31,533 | $236,522 |
2015 | 0 | $0 | 423,809 | $5,099,894 | 99,104 | $1,215,360 |
2014 | 23,500 | $291,712 | 116,345 | $1,449,194 | 2,237 | $14,361 |
Trading Period | Insider Buying | Insider Sales | Option Exercises | |||
---|---|---|---|---|---|---|
year-month | Shares | Value | Shares | Value | Shares | Value |
2021-05 | 0 | $0 | 33,381 | $505,276 | 27,753 | $421,567 |
2021-03 | 0 | $0 | 4,698 | $67,416 | 0 | $0 |
2021-02 | 0 | $0 | 0 | $0 | 2,782 | $38,558 |
2021-01 | 0 | $0 | 10,586 | $116,223 | 7,790 | $50,011 |
2020-11 | 0 | $0 | 0 | $0 | 29,194 | $217,571 |
2020-08 | 5,000 | $30,490 | 0 | $0 | 32,175 | $203,346 |
2020-05 | 125,636 | $902,299 | 16,785 | $110,889 | 56,319 | $346,639 |
2020-04 | 0 | $0 | 6,635 | $47,904 | 9,392 | $116,648 |
2020-03 | 24,789 | $196,144 | 0 | $0 | 0 | $0 |
2020-02 | 5,000 | $51,250 | 6,969 | $81,788 | 9,751 | $87,715 |
2019-11 | 2,000 | $23,056 | 0 | $0 | 14,763 | $172,579 |
2019-10 | 0 | $0 | 20,546 | $231,204 | 0 | $0 |
2019-09 | 3,800 | $40,014 | 0 | $0 | 0 | $0 |
2019-08 | 7,226 | $72,816 | 0 | $0 | 0 | $0 |
2019-05 | 0 | $0 | 1,348 | $14,888 | 37,498 | $409,101 |
2019-04 | 0 | $0 | 0 | $0 | 9,393 | $116,661 |
2018-12 | 10,560 | $119,887 | 3,053 | $38,429 | 22,893 | $241,978 |
2018-11 | 20,000 | $252,800 | 27,561 | $360,001 | 6,611 | $83,893 |
2018-08 | 2,500 | $35,750 | 6,205 | $88,173 | 30,460 | $307,074 |
2018-07 | 0 | $0 | 5,000 | $72,000 | 5,505 | $43,709 |
2018-06 | 0 | $0 | 0 | $0 | 15,935 | $102,302 |
2018-05 | 9,274 | $148,198 | 24,000 | $409,610 | 102,398 | $1,643,778 |
2018-04 | 0 | $0 | 7,500 | $122,160 | 20,766 | $204,213 |
2018-02 | 6,943 | $105,117 | 0 | $0 | 0 | $0 |
Trade Date | Insider Name | Trade Type | Shares | Price ($) | Value ($) |
---|---|---|---|---|---|
2021-05-25 | Zlatkus Lizabeth H | Sale | 11,000 | 15.20 | 167,167 |
2021-05-14 | Almy Maura (EVP) | Option Ex | 4,750 | 15.19 | 72,152 |
2021-05-14 | Dechellis Anthony (CEO and President) | Option Ex | 18,523 | 15.19 | 281,364 |
2021-05-14 | Enos Joy (EVP, Chief HR Officer) | Option Ex | 4,480 | 15.19 | 68,051 |
2021-05-05 | Simons Paul M (EVP) | Sale | 22,381 | 15.11 | 338,109 |
2021-03-03 | Almy Maura (EVP) | Sale | 4,698 | 14.35 | 67,416 |
2021-02-12 | Almy Maura (EVP) | Option Ex | 2,782 | 13.86 | 38,558 |
2021-01-05 | Macdonald W. Timothy (EVP, Chief Risk Officer) | Sale | 10,586 | 10.98 | 116,223 |
2021-01-05 | Macdonald W. Timothy (EVP, Chief Risk Officer) | Option Ex | 7,790 | 6.42 | 50,011 |
2020-11-25 | Dechellis Anthony (CEO and President) | Option Ex | 14,764 | 7.68 | 113,387 |
2020-11-13 | Longley John T. (EVP) | Option Ex | 14,430 | 7.22 | 104,184 |
2020-08-14 | Woodson William I (EVP) | Option Ex | 32,175 | 6.32 | 203,346 |
2020-08-07 | Larson Gloria C | Buy | 5,000 | 6.10 | 30,490 |
2020-05-18 | Brown James Cannon (EVP) | Sale | 3,948 | 6.54 | 25,827 |
2020-05-18 | Cooper Christopher A (SVP, Assistant General Counsel) | Sale | 297 | 6.54 | 1,942 |
2020-05-18 | Gaven Steven M (EVP, Chief Financial Officer) | Sale | 841 | 6.54 | 5,501 |
2020-05-18 | Macdonald W. Timothy (EVP, Chief Risk Officer) | Sale | 8,302 | 6.64 | 55,165 |
2020-05-15 | Graham Colleen A (EVP, General Counsel) | Option Ex | 2,106 | 6.16 | 12,962 |
2020-05-15 | Brown James Cannon (EVP) | Option Ex | 16,395 | 6.16 | 100,911 |
2020-05-15 | Almy Maura (EVP) | Option Ex | 1,504 | 6.16 | 9,257 |
2020-05-15 | Cooper Christopher A (SVP, Assistant General Counsel) | Option Ex | 1,858 | 6.16 | 11,435 |
2020-05-15 | Simons Paul M (EVP) | Option Ex | 1,504 | 6.16 | 9,257 |
2020-05-15 | Dechellis Anthony (CEO and President) | Option Ex | 6,618 | 6.16 | 40,733 |
2020-05-15 | Enos Joy (EVP, Chief HR Officer) | Buy | 1,550 | 6.10 | 9,458 |
2020-05-15 | Enos Joy (EVP, Chief HR Officer) | Option Ex | 1,504 | 6.16 | 9,257 |
2020-05-15 | Gaven Steven M (EVP, Chief Financial Officer) | Option Ex | 3,166 | 6.16 | 19,486 |
2020-05-15 | Macdonald W. Timothy (EVP, Chief Risk Officer) | Option Ex | 15,711 | 6.16 | 96,701 |
2020-05-15 | Regan Joseph D (SVP, Controller) | Option Ex | 5,953 | 6.16 | 36,640 |
2020-05-11 | Zlatkus Lizabeth H | Buy | 10,000 | 6.95 | 69,500 |
2020-05-05 | Dechellis Anthony (CEO and President) | Buy | 61,745 | 7.35 | 453,764 |
2020-05-04 | Dechellis Anthony (CEO and President) | Buy | 37,755 | 7.07 | 267,942 |
2020-04-27 | Macdonald W. Timothy (EVP, Chief Risk Officer) | Sale | 6,635 | 7.22 | 47,904 |
2020-04-13 | Macdonald W. Timothy (EVP, Chief Risk Officer) | Option Ex | 9,392 | 12.42 | 116,648 |
2020-03-13 | Guyaux Joseph C | Buy | 4,000 | 7.77 | 31,096 |
2020-03-12 | Dechellis Anthony (CEO and President) | Buy | 7,796 | 7.25 | 56,521 |
2020-03-10 | Simons Paul M (EVP) | Buy | 7,500 | 7.80 | 58,500 |
2020-03-09 | Enos Joy (EVP, Chief HR Officer) | Buy | 1,200 | 8.39 | 10,068 |
2020-03-06 | Guyaux Joseph C | Buy | 4,293 | 9.31 | 39,959 |
2020-02-27 | Simons Paul M (EVP) | Buy | 5,000 | 10.25 | 51,250 |
2020-02-14 | Almy Maura (EVP) | Option Ex | 2,782 | 11.64 | 32,382 |
2020-02-11 | Macdonald W. Timothy (EVP, Chief Risk Officer) | Sale | 6,969 | 11.74 | 81,788 |
2020-02-11 | Macdonald W. Timothy (EVP, Chief Risk Officer) | Option Ex | 6,969 | 7.94 | 55,333 |
2019-11-26 | Dechellis Anthony (CEO and President) | Option Ex | 14,763 | 11.69 | 172,579 |
2019-11-22 | Furlong Mark F | Buy | 2,000 | 11.53 | 23,056 |
2019-10-30 | Macdonald W. Timothy (EVP, Chief Risk Officer) | Sale | 20,546 | 11.25 | 231,204 |
2019-09-04 | Gaven Steven M (EVP, Chief Financial Officer) | Buy | 3,800 | 10.53 | 40,014 |
2019-08-27 | Larson Gloria C | Buy | 7,226 | 10.08 | 72,816 |
2019-05-14 | Gaven Steven M (EVP, Chief Financial Officer) | Sale | 1,348 | 11.04 | 14,888 |
2019-05-13 | Brown James Cannon (Executive Vice President) | Option Ex | 15,392 | 10.91 | 167,926 |
2019-05-13 | Gaven Steven M (EVP, Chief Financial Officer) | Option Ex | 2,429 | 10.91 | 26,500 |
2019-05-13 | Macdonald W. Timothy (EVP, Chief Risk Officer) | Option Ex | 15,304 | 10.91 | 166,966 |
2019-05-13 | Regan Joseph D (Controller) | Option Ex | 4,373 | 10.91 | 47,709 |
2019-04-12 | Macdonald W. Timothy (EVP, Chief Risk Officer) | Option Ex | 9,393 | 12.42 | 116,661 |
2018-12-31 | Deutsch Clayton (CEO and President) | Option Ex | 18,055 | 10.57 | 190,841 |
2018-12-31 | Chambers Margaret (EVP, General Counsel) | Option Ex | 4,838 | 10.57 | 51,137 |
2018-12-12 | Simons Paul M (EVP, Chief Corp Strategy/Devel) | Buy | 10,560 | 11.35 | 119,887 |
2018-12-10 | Guyaux Joseph C | Sale | 53 | 11.31 | 599 |
2018-12-04 | Waters Stephen M | Sale | 3,000 | 12.61 | 37,830 |
2018-11-30 | Schwartz George G (President-Boston Private Bank) | Option Ex | 6,611 | 12.69 | 83,893 |
2018-11-28 | Dechellis Anthony (CEO and President) | Buy | 20,000 | 12.64 | 252,800 |
2018-11-19 | Kaye David J. (EVP, CEO-Corp Client Banking) | Sale | 27,498 | 13.06 | 359,178 |
2018-11-08 | Guyaux Joseph C | Sale | 63 | 13.07 | 823 |
2018-08-15 | Griffin Corey (CEO Boston Private Wealth LLC) | Option Ex | 11,069 | 12.05 | 133,381 |
2018-08-15 | Chambers Margaret (EVP, General Counsel) | Option Ex | 7,500 | 9.03 | 67,725 |
2018-08-14 | Enos Joy (EVP Chief HR Officer) | Buy | 1,000 | 14.00 | 14,000 |
2018-08-10 | Higgins Martha (EVP, Chief HR Officer) | Option Ex | 1,891 | 14.05 | 26,568 |
2018-08-09 | Schwartz George G (President-Boston Private Bank) | Sale | 6,205 | 14.21 | 88,173 |
2018-08-09 | Schwartz George G (President-Boston Private Bank) | Option Ex | 10,000 | 7.94 | 79,400 |
2018-08-01 | Furlong Mark F | Buy | 1,500 | 14.50 | 21,750 |
2018-07-26 | Waters Stephen M | Sale | 5,000 | 14.40 | 72,000 |
2018-07-23 | Schwartz George G (President-Boston Private Bank) | Option Ex | 5,505 | 7.94 | 43,709 |
2018-06-05 | Schwartz George G (President-Boston Private Bank) | Option Ex | 15,935 | 6.42 | 102,302 |
2018-05-23 | Waters Stephen M | Sale | 7,000 | 16.92 | 118,426 |
2018-05-22 | Regan Joseph D (Controller) | Sale | 15,000 | 17.17 | 257,550 |
2018-05-15 | Schwartz George G (President-Boston Private Bank) | Option Ex | 7,891 | 16.60 | 130,990 |
2018-05-15 | Shoback Jacqueline S (EVP- CEO, Emerging Business) | Option Ex | 6,044 | 16.60 | 100,330 |
2018-05-15 | Griffin Corey (CEO Boston Private Wealth LLC) | Option Ex | 9,905 | 16.60 | 164,423 |
2018-05-15 | Macdonald W. Timothy (EVP, Chief Risk Officer) | Option Ex | 8,646 | 16.60 | 143,523 |
2018-05-15 | Regan Joseph D (Controller) | Option Ex | 3,022 | 16.60 | 50,165 |
2018-05-15 | Deutsch Clayton (CEO and President) | Option Ex | 33,829 | 16.60 | 561,561 |
2018-05-15 | Higgins Martha (EVP, Chief HR Officer) | Sale | 2,000 | 16.82 | 33,634 |
2018-05-15 | Higgins Martha (EVP, Chief HR Officer) | Option Ex | 6,128 | 16.60 | 101,724 |
2018-05-15 | Kaye David J. (EVP, CEO-Corp Client Banking) | Option Ex | 10,535 | 16.60 | 174,881 |
2018-05-15 | Waters Stephen M | Option Ex | 7,500 | 9.13 | 68,475 |
2018-05-15 | Chambers Margaret (EVP, General Counsel) | Option Ex | 8,898 | 16.60 | 147,706 |
2018-05-01 | Griffin Corey (CEO Boston Private Wealth LLC) | Buy | 9,274 | 15.98 | 148,198 |
2018-04-25 | Kuenstner Deborah F | Sale | 7,500 | 16.29 | 122,160 |
2018-04-25 | Kuenstner Deborah F | Option Ex | 7,500 | 9.13 | 68,475 |
2018-04-24 | Schwartz George G (President-Boston Private Bank) | Option Ex | 3,870 | 4.92 | 19,040 |
2018-04-13 | Macdonald W. Timothy (EVP, Chief Risk Officer) | Option Ex | 9,396 | 12.42 | 116,698 |
2018-02-21 | Macdonald W. Timothy (EVP, Chief Risk Officer) | Buy | 6,943 | 15.14 | 105,117 |
2018-01-30 | Griffin Corey (CEO Boston Private Wealth LLC) | Buy | 5,000 | 15.19 | 75,950 |
2018-01-29 | Furlong Mark F | Buy | 5,700 | 15.24 | 86,856 |
2018-01-26 | Schwartz George G (President-Boston Private Bank) | Option Ex | 7,500 | 9.03 | 67,725 |
2018-01-25 | Macdonald W. Timothy (EVP, Chief Risk Officer) | Buy | 12,483 | 15.29 | 190,840 |
2018-01-22 | Wells Donna | Sale | 2,334 | 15.47 | 36,118 |
2018-01-22 | Macdonald W. Timothy (EVP, Chief Risk Officer) | Buy | 3,129 | 15.44 | 48,311 |
2018-01-22 | Regan Joseph D (Controller) | Option Ex | 5,880 | 9.04 | 53,155 |
2018-01-22 | Higgins Martha (EVP, Chief HR Officer) | Sale | 14,385 | 15.50 | 222,981 |
2018-01-22 | Higgins Martha (EVP, Chief HR Officer) | Option Ex | 7,500 | 9.03 | 67,725 |
2018-01-22 | Morton John Iii | Sale | 35,057 | 15.45 | 541,735 |
2018-01-22 | Morton John Iii | Option Ex | 7,410 | 9.03 | 66,912 |
2018-01-22 | Waters Stephen M | Sale | 5,500 | 15.51 | 85,299 |
2018-01-16 | Deutsch Clayton (CEO and President) | Option Ex | 63,014 | .00 | 0 |
2017-09-11 | Guyaux Joseph C | Buy | 53 | 14.60 | 773 |
2017-08-10 | Guyaux Joseph C | Buy | 63 | 14.70 | 926 |
2017-05-15 | Schwartz George G (President-Boston Private Bank) | Option Ex | 7,121 | 15.60 | 111,087 |
2017-05-15 | Griffin Corey (CEO Boston Private Wealth LLC) | Option Ex | 6,330 | 15.60 | 98,748 |
2017-05-15 | Macdonald W. Timothy (EVP, Chief Risk Officer) | Option Ex | 6,958 | 15.60 | 108,544 |
2017-05-15 | Regan Joseph D (Controller) | Option Ex | 2,332 | 15.60 | 36,379 |
2017-05-15 | Deutsch Clayton (CEO and President) | Option Ex | 32,045 | 15.60 | 499,902 |
2017-05-15 | Higgins Martha (EVP, Chief HR Officer) | Option Ex | 6,102 | 15.60 | 95,191 |
2017-05-15 | Kaye David J. (EVP, CFO and CAO) | Option Ex | 10,090 | 15.60 | 157,404 |
2017-05-15 | Chambers Margaret (EVP, General Counsel) | Option Ex | 8,546 | 15.60 | 133,317 |
2017-05-02 | Waters Stephen M | Sale | 9,000 | 15.53 | 139,743 |
2017-01-27 | Deutsch Clayton (CEO and President) | Sale | 25,000 | 16.62 | 415,625 |
2017-01-25 | Regan Joseph D (Controller) | Sale | 25,000 | 17.04 | 425,950 |
2016-11-08 | Morton John Iii | Sale | 7,500 | 12.97 | 97,312 |
2016-10-25 | Schwartz George G (President-Boston Private Bank) | Sale | 10,000 | 12.99 | 129,949 |
2016-10-25 | Schwartz George G (President-Boston Private Bank) | Option Ex | 10,000 | 4.92 | 49,200 |
2016-09-01 | Higgins Martha (EVP, Chief HR Officer) | Sale | 7,500 | 12.67 | 95,025 |
2016-08-30 | Deutsch Clayton (CEO and President) | Sale | 30,000 | 12.83 | 384,840 |
2016-08-24 | Griffin Corey (CEO Boston Private Wealth LLC) | Buy | 1,600 | 12.52 | 20,032 |
2016-08-04 | Griffin Corey (CEO Boston Private Wealth LLC) | Buy | 5,000 | 12.04 | 60,199 |
2016-07-28 | Kaye David J. (EVP, CFO and CAO) | Sale | 7,500 | 12.18 | 91,312 |
2016-07-28 | Kaye David J. (EVP, CFO and CAO) | Option Ex | 7,500 | 9.03 | 67,725 |
2016-05-24 | Higgins Martha (EVP, Chief HR Officer) | Sale | 10,000 | 12.42 | 124,200 |
2016-05-16 | Deutsch Clayton (CEO and President) | Sale | 30,000 | 11.86 | 355,800 |
2016-02-03 | Regan Joseph D (Controller) | Option Ex | 6,533 | 7.94 | 51,872 |
2016-02-02 | Griffin Corey (CEO Boston Private Wealth LLC) | Buy | 10,820 | 10.02 | 108,416 |
2016-01-29 | Thompson Mark D (President-retired 12-31-15) | Option Ex | 7,500 | 9.03 | 67,725 |
2015-12-10 | Higgins Martha (EVP, Chief HR Officer) | Sale | 4,446 | 11.20 | 49,795 |
2015-12-02 | Raimondi Peter J. (Pres, Boton Private Wealth LLC) | Sale | 50,000 | 12.04 | 602,000 |
2015-12-01 | Raimondi Peter J. (Pres, Boton Private Wealth LLC) | Sale | 60,000 | 12.05 | 723,000 |
2015-10-30 | Raimondi Peter J. (Pres, Boton Private Wealth LLC) | Sale | 70,388 | 11.54 | 812,277 |
2015-10-29 | Raimondi Peter J. (Pres, Boton Private Wealth LLC) | Sale | 50,000 | 11.76 | 588,000 |
2015-10-28 | Raimondi Peter J. (Pres, Boton Private Wealth LLC) | Sale | 50,000 | 11.59 | 579,500 |
2015-09-03 | Deutsch Clayton (CEO) | Sale | 30,000 | 11.80 | 354,000 |
2015-07-30 | Waters Stephen M | Sale | 3,000 | 12.45 | 37,350 |
2015-07-23 | Higgins Martha (EVP, Chief HR Officer) | Sale | 3,437 | 13.00 | 44,681 |
2015-07-20 | Regan Joseph D (Controller) | Sale | 20,000 | 13.00 | 260,000 |
2015-07-20 | Morton John Iii | Sale | 6,338 | 13.06 | 82,793 |
2015-07-20 | Waters Stephen M | Sale | 12,000 | 13.02 | 156,240 |
2015-06-10 | Chambers Margaret (EVP, General Counsel) | Sale | 1,996 | 13.34 | 26,616 |
2015-05-15 | Macdonald W. Timothy (EVP, Chief Risk Officer) | Option Ex | 4,503 | 12.43 | 55,972 |
2015-05-15 | Deutsch Clayton (CEO) | Option Ex | 41,449 | 12.43 | 515,211 |
2015-05-15 | Higgins Martha (EVP, Chief HR Officer) | Option Ex | 5,117 | 12.43 | 63,604 |
2015-05-15 | Kaye David J. (EVP, CFO and CAO) | Option Ex | 11,513 | 12.43 | 143,106 |
2015-05-15 | Chambers Margaret (EVP, General Counsel) | Option Ex | 11,053 | 12.43 | 137,388 |
2015-05-15 | Thompson Mark D (President) | Option Ex | 20,469 | 12.43 | 254,429 |
2015-04-29 | Deutsch Clayton (CEO and President) | Sale | 30,000 | 12.99 | 389,700 |
2015-04-28 | Chambers Margaret (EVP, General Counsel) | Sale | 11,538 | 13.00 | 149,994 |
2015-04-08 | Alexander Herbert S | Option Ex | 5,000 | 9.13 | 45,650 |
2015-02-20 | Higgins Martha (EVP, Human Capital Resources) | Sale | 10,645 | 12.46 | 132,615 |
2015-01-30 | Waters Stephen M | Sale | 10,021 | 11.11 | 111,333 |
2014-11-11 | Regan Joseph D (Controller) | Sale | 2,951 | 13.28 | 39,189 |
2014-11-10 | Regan Joseph D (Controller) | Sale | 7,049 | 13.30 | 93,786 |
2014-10-27 | Hoffman Lynn Thompson | Sale | 15,200 | 12.15 | 184,680 |
2014-10-24 | Hoffman Lynn Thompson | Sale | 7,800 | 12.13 | 94,614 |
2014-10-21 | Nolan Daniel P. | Buy | 8,500 | 11.97 | 101,745 |
2014-09-09 | Deutsch Clayton (CEO and President) | Sale | 30,000 | 12.37 | 371,160 |
2014-09-04 | Chambers Margaret (EVP, General Counsel) | Sale | 23,860 | 12.54 | 299,180 |
2014-09-04 | Hoffman Lynn Thompson | Sale | 3,313 | 12.53 | 41,525 |
2014-09-03 | Hoffman Lynn Thompson | Sale | 6,628 | 12.33 | 81,749 |
2014-09-02 | Hoffman Lynn Thompson | Sale | 2,715 | 12.31 | 33,421 |
2014-08-06 | Hoffman Lynn Thompson | Sale | 4,744 | 12.30 | 58,351 |
2014-08-05 | Hoffman Lynn Thompson | Sale | 5,600 | 12.43 | 69,608 |
2014-07-28 | Regan Joseph D (Controller) | Option Ex | 2,237 | 6.42 | 14,361 |
2014-07-24 | Nolan Daniel P. | Buy | 7,500 | 12.73 | 95,445 |
2014-07-23 | Nolan Daniel P. | Buy | 7,500 | 12.60 | 94,522 |
2014-07-22 | Higgins Martha (EVP, Human Capital Resources) | Sale | 6,485 | 12.63 | 81,931 |
Insider trading activities including stock purchases, stock sales, and option exercises of BPFH listed in the above tables cannot be completely guaranteed as to their accuracy. For more insider trading information of Boston Private Financial Holdings Inc (symbol BPFH, CIK number 821127) see the Securities and Exchange Commission (SEC) website.