Data spanning the past 90 days through January 21, 2026 reveals that Independent Bank's three principal insider shareholders consist of Executive Advisor Christopher Oddleifson (96.91K shares), Director Ken S Ansin (58.83K shares), Director Kevin J Jones (56.94K shares).
| Holder | Position | Shares | Report Date |
|---|---|---|---|
| Christopher Oddleifson | Executive Advisor | 96,914 | 11 Jul, 2023 |
| Ken S Ansin | 58,834 | 03 Jul, 2025 | |
| Kevin J Jones | 56,945 | 26 May, 2022 | |
| Jeffrey J Tengel | Chief Executive Officer | 39,852 | 24 Feb, 2025 |
| Robert D Cozzone | Chief Operating Officer | 29,149 | 15 Mar, 2023 |
| Barry H Jensen | Chief Technology & Ops Officer | 25,049 | 02 May, 2023 |
| Joseph C Lerner | 23,275 | 03 Jul, 2025 | |
| Daniel F Obrien | 22,870 | 18 Aug, 2025 | |
| Mark J Ruggiero | Cfo & Evp Consumer Lending | 22,806 | 20 Mar, 2025 |
| Thomas R Venables | 20,557 | 08 Dec, 2025 | |
| Gerard F Nadeau | 20,395 | 04 Dec, 2025 | |
| Maria S Harris | Chief Human Resources Officer | 14,395 | 20 Mar, 2025 |
| John J Morrissey | 14,358 | 21 May, 2025 | |
| Donna L Abelli | 13,547 | 21 May, 2025 | |
| James T. Rizzo | Chief Commercial Banking Off. | 12,718 | 03 Mar, 2025 |
| Eileen C Miskell | 12,701 | 11 Jun, 2025 | |
| Frederick Taw | 11,722 | 26 May, 2022 | |
| Kathryn O'Malley | Chief Credit Officer | 9,759 | 03 Mar, 2025 |
| Patricia M Natale | General Counsel | 8,525 | 03 Mar, 2025 |
| Edward H Seksay | General Counsel | 7,872 | 15 Mar, 2023 |
| Mary L Lentz | 7,687 | 21 May, 2025 | |
| Michael P. Hogan | 6,966 | 21 May, 2025 | |
| Maureen A. Gaffney | Principal Accounting Officer | 6,274 | 03 Mar, 2025 |
| Scott Smith | 6,008 | 21 May, 2025 | |
| Susan Perry O'Day | 5,671 | 21 May, 2025 | |
| Lee C Powlus | Chief Tech & Operations Off. | 4,846 | 24 Feb, 2025 |
| James O'Shanna Morton | 4,589 | 21 May, 2025 | |
| Dawn Mugford | Chief Risk Officer | 3,196 | 26 Feb, 2024 |
| Warren Q. Fields | 1,902 | 25 Jan, 2023 | |
| Leif O'Leary | 958 | 21 May, 2025 | |
| Aparna Ramesh | 956 | 21 May, 2025 | |
| Dawn Perry | 954 | 21 May, 2025 |
* Please note that the shares above only reflect shares from the fund portfolio and the institutional portfolio. Shares from the personal portfolio are excluded from this Institutional Ownership Page. See these insiders' latest transactions here on Insider Page.
| Transaction Date | Insider Name | Security Class | Transaction Type | Shares Traded | Price | Shares Remaining | Ownership | Code |
|---|---|---|---|---|---|---|---|---|
| 05 Dec, 2025 | Thomas R Venables | Common Stock | D | 405 | $73.93 | 20,557 | D | S |
| 03 Dec, 2025 | Gerard F Nadeau | Common Stock | D | 2,000 | $74.11 | 20,395 | D | S |
| 21 Nov, 2025 | Gerard F Nadeau | Common Stock | D | 3,000 | $70.00 | 22,395 | D | S |
| 14 Nov, 2025 | Ken S Ansin | Common Stock | D | 53,000 | $69.06 | 53,738 | I | S |
| 10 Nov, 2025 | Ken S Ansin | Common Stock | D | 144,000 | $69.94 | 288,481 | I | S |
| 10 Sep, 2025 | Ken S Ansin | Common Stock | D | 25,000 | $69.72 | 40,894 | I | S |
| 09 Sep, 2025 | Ken S Ansin | Common Stock | D | 25,000 | $70.17 | 65,894 | I | S |
| 14 Aug, 2025 | Daniel F Obrien | - | - | 22,870 | D | |||
| 14 Aug, 2025 | Daniel F Obrien | Common Stock | D | 3,781 | $66.88 | 22,870 | D | S |
| 13 Aug, 2025 | Gerard F Nadeau | Common Stock | D | 1,500 | $67.51 | 25,395 | D | S |
| 12 Aug, 2025 | Gerard F Nadeau | Common Stock | D | 3,500 | $66.00 | 26,895 | D | S |
| 01 Jul, 2025 | Ken S Ansin | Common Stock | A | 432,481 | - | 432,481 | I | A |
| 01 Jul, 2025 | Ken S Ansin | Common Stock | A | 106,738 | - | 106,738 | I | A |
| 01 Jul, 2025 | Ken S Ansin | Common Stock | A | 1,407 | - | 1,407 | I | A |
| 01 Jul, 2025 | Ken S Ansin | Common Stock | A | 4,158 | - | 4,158 | D | A |
| 01 Jul, 2025 | Ken S Ansin | Common Stock | A | 6,029 | - | 6,029 | I | A |
| 01 Jul, 2025 | Ken S Ansin | Common Stock | A | 4,108 | - | 4,108 | I | A |
| 01 Jul, 2025 | Ken S Ansin | Common Stock | A | 938 | $0.00 | 5,096 | D | A |
| 01 Jul, 2025 | Ken S Ansin | Common Stock | A | 90,894 | - | 90,894 | I | A |
| 01 Jul, 2025 | Gerard F Nadeau | Common Stock | A | 938 | $0.00 | 30,395 | D | A |