| Due Diligence for Asset Managers |
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Analyze the public filings of asset managers Dive into the EDGAR, IAPD, CAFR source data |
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| NB Bancorp Inc | |
|---|---|
| Ticker | NBBK |
| CIK # | 0001979330 |
| CUSIP | 63945M107 |
| Sector | Finance - Savings Institutions, Not Federally Chartered |
| Address | 1063 Great Plain Avenue, Needham, MA 02492 |
| Source | [EDGAR] |
| CIK | Filing | 2011 - 2026 |
|---|---|---|
| [0001979330] | 10-K | |
| [0001979330] | 10-Q | |
| [0001979330] | 3 | |
| [0001979330] | 4 | |
| [0001979330] | 8-K | |
| [0001979330] | SC 13G |
| Form 13D/13G Filer | Form 13D/13G Subject | Filed | % Owned |
|---|---|---|---|
| Needham Bank Employee Stock Ownership Plan Trust | NB Bancorp Inc | [2026-02-13] | 0.0 |
| Vanguard Group Inc | NB Bancorp Inc | [2026-01-30] | 0.0 |
| Pertento Partners LLP | NB Bancorp Inc | [2025-06-11] | 0.0 |
| Vanguard Group Inc | NB Bancorp Inc | [2025-04-30] | 0.0 |
| Principal Financial Group Inc | NB Bancorp Inc | [2024-11-14] | 58.0 |
| BlackRock Inc | NB Bancorp Inc | [2024-11-08] | 7.7 |
| BlackRock Inc | NB Bancorp Inc | [2024-10-22] | 7.7 |
| Pertento Partners LLP | NB Bancorp Inc | [2024-05-21] | 5.28 |
| Insider Transaction (Form 3/4/5) | Date | Action | Shares | Price | Value ($) |
|---|---|---|---|---|---|
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Campanelli Joseph P
Common Stock
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2026-03-19 | Buy | 2,500 | $20.16 | 50,400 |
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Lapointe Jean-Pierre
Common Stock
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2026-03-09 | Buy | 1,000 | $20.42 | 20,420 |
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Schulman Matthew G
Common Stock
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2026-03-09 | Grant | 6,980 | $0.00 | |
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Campanelli Joseph P
Common Stock
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2026-03-06 | Buy | 3,000 | $20.77 | 62,310 |
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Common Stock
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2026-03-06 | Buy | 2,000 | $20.78 | 41,560 |
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Common Stock
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2026-03-06 | Buy | 3,000 | $20.77 | 62,310 |
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Campanelli Joseph P
Common Stock
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2026-03-06 | Buy | 2,000 | $20.78 | 41,560 |
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Roberts Christine
Common Stock
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2026-02-25 | Grant | 13,749 | $0.00 | |
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Daley James B
Common Stock
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2026-02-25 | Grant | 6,874 | $0.00 | |
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Maiona Stephanie
Common Stock
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2026-02-25 | Grant | 6,874 | $0.00 | |
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Campanelli Joseph P
Common Stock
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2026-02-25 | Grant | 63,015 | $0.00 | |
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White James J
Common Stock
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2026-02-25 | Grant | 6,874 | $0.00 | |
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Evangelista Paul A
Common Stock
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2026-02-25 | Grant | 6,874 | $0.00 | |
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Henkin Kevin
Common Stock
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2026-02-25 | Grant | 6,874 | $0.00 | |
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Richardson Matthew
Common Stock
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2026-02-25 | Grant | 13,749 | $0.00 | |
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Lapointe Jean-Pierre
Common Stock
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2026-02-25 | Grant | 13,749 | $0.00 | |
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Orfanello Francis
Common Stock
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2026-01-02 | Grant | 5,403 | $0.00 | |
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Reilly Joseph B
Common Stock
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2026-01-02 | Grant | 2,402 | $0.00 | |
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Ayoub Paul J
Common Stock
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2026-01-02 | Grant | 7,205 | $0.00 | |
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Elliott Mary Susan
Common Stock
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2026-01-02 | Grant | 5,524 | $0.00 | |
| showing 20 of 110 most recent transactions | |||||
| 13F Ownership Over Time | Holders | Shares Held |
|---|---|---|
| 2026-03-31 | 176 | 23,262,153 |
| 2025-12-31 | 164 | 22,544,893 |
| 2025-09-30 | 145 | 19,411,078 |
| 2025-06-30 | 132 | 18,784,411 |
| 2025-03-31 | 125 | 18,481,848 |
| 2024-12-31 | 117 | 18,535,385 |
| 2024-09-30 | 111 | 19,307,962 |
| 2024-06-30 | 95 | 16,898,555 |
| 2024-03-31 | 57 | 9,822,840 |
| 2023-12-31 | 18 | 2,579,113 |
| Form 13F Holdings | ||||
|---|---|---|---|---|
| Firm | Period | DFND | Voting | Shares |
| Hennessy Advisors Inc | [2026-06-30] | SOLE | 178,000 | 178,000 |
| Y-Intercept Hong Kong Ltd | [2026-06-30] | SOLE | 54,541 | 54,541 |
| Lynch & Associates/In | [2026-06-30] | SOLE | 0 | 50,334 |
| Wedge Capital Management L L P/NC | [2026-06-30] | SOLE | 14,747 | 43,216 |
| Northeast Investment Management | [2026-06-30] | SOLE | 25,000 | 25,000 |
| Rockland Trust Co | [2026-06-30] | DFND | 11,566 | 14,566 |
| AFG Fiduciary Services Limited Partnership | [2026-06-30] | SOLE | 0 | 12,493 |
| Farther Finance Advisors LLC | [2026-06-30] | SOLE | 0 | 12,005 |
| Great Oak Capital Partners LLC | [2026-06-30] | SOLE | 0 | 10,636 |
| Sequoia Financial Advisors LLC | [2026-06-30] | SOLE | 0 | 10,580 |
| Alaska Retirement Management Board | [2026-06-30] | SOLE | 1,630 | 1,630 |
| Rockland Trust Co | [2026-06-30] | SOLE | 0 | 1,403 |
| Gamma Investing LLC | [2026-06-30] | DFND | 444 | 444 |
| Eastern Bank | [2026-06-30] | SOLE | 288 | 288 |
| IFP Advisors LLC | [2026-06-30] | SOLE | 185 | 185 |
| Physician Wealth Advisors Inc | [2026-06-30] | SOLE | 0 | 17 |
| True Wealth Design LLC | [2026-06-30] | SOLE | 0 | 2 | Prev | Page 1 | Next |