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Boston Private Financial Holdings Inc Stock: price and insider trades · United States
No insider purchase over the last 90 days. The latest was filed 04 Feb 2016.
Boston Private Financial Holdings Inc: what insiders have been doing
Headquartered in Boston, United States, Boston Private Financial Holdings Inc belongs to the Finance & Banking sector. Filings by its managers are published through SEC (Form 4). Boston Private Financial Holdings Inc has had no insider filing for more than a year; the last one goes back to 6 July 2021.
These figures are compiled from regulatory filings published by SEC (Form 4). They describe what insiders did and are not a recommendation.
Key facts
Headquarters: Boston, United States
Source: Wikidata (CC0).
Insider Decl.
56
Thresholds
n/a
Buy Volume
n/a
1 ops. · all time
Sell Volume
€6,586
22 ops. · all time
This score ranks the purchase within its own market. A position size is suggested only on the venues of the backtested strategy universe; elsewhere, signals stay on watch. Not investment advice.
Financial data
as of FY 2020FY ended December 2020 · cache
Income statement
Net incomeUS$38.9M
Last declaration on 6 July 2021
Declarations56 total
25,242 shares0Common StockSEC:0000821127-21-000170:0
20,316.06 shares0Common StockSEC:0000821127-21-000169:0
152,958.9 shares0Common StockSEC:0000821127-21-000181:0
10,572 shares0Common StockSEC:0000821127-21-000173:0
50,884.948 shares0Common StockSEC:0000821127-21-000175:0
21,838.469 shares0Common StockSEC:0000821127-21-000182:0
300,365.672 shares0Common StockSEC:0000821127-21-000174:0
4,801 shares0Common StockSEC:0000821127-21-000168:0
39,895.68 shares0Common StockSEC:0000821127-21-000172:0
44,900.549 shares0Common StockSEC:0000821127-21-000179:0
45,703.61 shares0Common StockSEC:0000821127-21-000184:0
65,876.546 shares0Common StockSEC:0000821127-21-000177:0
3,355 shares0Common StockSEC:0000821127-21-000186:0
7,246.673 shares0Common StockSEC:0000821127-21-000176:0
54,155.12 shares0Common StockSEC:0000821127-21-000180:0
22,687 shares0Common StockSEC:0000821127-21-000171:0
40,186.726 shares0Common StockSEC:0000821127-21-000185:0
104,354.47 shares0Common StockSEC:0000821127-21-000183:0
328 shares@ US$15.1832.9% of flowCommon StockSEC:0001628280-21-011227:0
2,259 shares@ US$15.19100.0% of flowCommon StockSEC:0000821127-21-000133:0
4,329 shares@ US$15.19100.0% of flowCommon StockSEC:0000821127-21-000134:0
2,106 shares@ US$15.19100.0% of flowCommon StockSEC:0000821127-21-000129:0
1,504 shares@ US$15.1988.2% of flowCommon StockSEC:0000821127-21-000130:0
25 of 56 declarations
About Boston Private Financial Holdings Inc
Boston Private Financial Holdings Inc. (ticker BPFH) was a U.S. financial services company focused on wealth management, private banking, and trust services. It was listed on the NASDAQ during its life as a public company, and its corporate headquarters were in Boston, Massachusetts, United States. For investors, the key point is that BPFH is best understood as a historical listed company rather than an ongoing standalone equity story: the company approved and then completed its merger with SVB Financial in 2021, which effectively ended its independent public-market life. ([sec.gov](https://www.sec.gov/Archives/edgar/data/821127/000119312510133095/ds1.htm?utm_source=openai))
The company was incorporated in 1987 in the Commonwealth of Massachusetts and became a Federal Reserve-regulated bank holding company in 1988. Over time, Boston Private built a relationship-driven platform aimed at high-net-worth individuals, families, entrepreneurs, businesses, and selected institutions. Its business model combined multiple complementary activities: private banking, investment management, wealth advisory, and trust administration. In practice, this meant clients could access lending solutions, deposits, asset management, estate planning, fiduciary services, and broader financial advisory through a single relationship platform. ([sec.gov](https://www.sec.gov/Archives/edgar/data/821127/000119312510133095/ds1.htm?utm_source=openai))
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Boston Private’s competitive positioning was based on specialization rather than scale. The company targeted affluent geographic markets and emphasized personalized service, an important differentiator in U.S. private banking. Historically, it operated in New England and California, with a footprint that included the Boston area, the San Francisco Bay Area, and Southern California. That geographic focus gave it exposure to concentrated pools of wealth and entrepreneurial activity, while limiting the breadth and complexity of a truly national retail bank. ([sec.gov](https://www.sec.gov/Archives/edgar/data/821127/000082112718000044/R35.htm?utm_source=openai))
From an analytical perspective, BPFH’s revenue profile reflected a mix of net interest income and fee-based income. The banking side supported balance-sheet lending and deposits, while advisory and trust activities generated recurring fee streams. This blend is typical of U.S. wealth-oriented banks: it can provide resilience versus a pure lending model, but it also leaves earnings sensitive to interest-rate cycles, market conditions, and the health of affluent client asset flows. ([sec.gov](https://www.sec.gov/Archives/edgar/data/821127/000082112718000044/R35.htm?utm_source=openai))
The most important recent corporate event was the 2021 merger with SVB Financial, after shareholders approved the transaction. For market participants, that transaction is the defining end-state for Boston Private’s independent equity story. As a result, any SEO or investor-facing description should frame the company as a former U.S. NASDAQ-listed financial institution whose legacy lies in private banking and wealth management rather than as an active standalone listed name today. ([businesswire.com](https://www.businesswire.com/news/home/20210504005857/en/Boston-Private-Shareholders-Approve-Merger-with-SVB-Financial?utm_source=openai))
