SEC filings / CIK 821127
BOSTON PRIVATE FINANCIAL HOLDINGS INC
State commercial banks, MA. 10 10-K filer-years in this dataset, the most recent for FY2020, filed Mar 1, 2021. Every figure below is as filed by the company and untouched: FinObservatory has not restated, rescaled or corrected anything, and a blank is a fact the filing does not tag, not a zero.
This is the SEC holding company, identified by its Central Index Key. It is not the insured bank subsidiary that appears in /banks and /deposits, which are FDIC call-report entities on a different consolidation. Nothing here should be compared line for line with those.
Held-to-maturity gap against reported equity
The fair value of the held-to-maturity book minus its carrying amount, divided by the stockholders’ equity the same filing reports. Years marked n/a are years in which the filing does not tag one of the three.
The gap is computable for 9 of this company’s 10 filings.
Source: SEC Financial Statement Data Sets, US Securities and Exchange Commission, Division of Economic and Risk Analysis. Facts as filed: uncleaned, unrestated, not audited by FinObservatory. Selection: consolidated USD balance-sheet instants at each filing's own period end, from this company's 10-K submissions with prevrpt = 0. Methodology
Filing history, as filed
| FY | Filed | Assets | Deposits | Equity | AOCI | HTM carrying | HTM fair value | Gap, % of equity | Custom facts |
|---|---|---|---|---|---|---|---|---|---|
| 2020 | Mar 1, 2021 | $10.05bn | $8.60bn | $868.0m | $31.7m | $35.2m | $35.9m | +0.1% | 6.0% |
| 2019 | Feb 28, 2020 | $8.83bn | $7.24bn | $819.0m | $7.6m | $48.2m | $47.9m | -0.0% | 4.9% |
| 2018 | Feb 27, 2019 | $8.49bn | $6.78bn | $754.0m | -$17.7m | $70.4m | $68.6m | -0.2% | 4.7% |
| 2017 | Feb 28, 2018 | $8.31bn | $6.51bn | $780.8m | -$8.7m | $74.6m | $73.8m | -0.1% | 1.7% |
| 2016 | Feb 28, 2017 | $7.97bn | $6.09bn | $764.3m | -$12.5m | $93.1m | $92.6m | -0.1% | 2.7% |
| 2015 | Feb 26, 2016 | $7.54bn | $6.04bn | $743.2m | -$1.5m | $116.4m | $116.4m | +0.0% | 3.2% |
| 2014 | Mar 2, 2015 | $6.80bn | $5.45bn | $703.5m | -$697k | $140.7m | $142.3m | +0.2% | 2.9% |
| 2013 | Feb 28, 2014 | $6.44bn | $5.11bn | $633.5m | -$4.2m | $112.0m | $110.9m | -0.2% | 3.1% |
| 2012 | Mar 12, 2013 | $6.47bn | $4.89bn | $603.1m | $2.1m | n/a | n/a | n/a | 3.6% |
| 2011 | Mar 13, 2012 | $6.05bn | $4.53bn | $566.1m | $3.6m | $0 | $0 | 0.0% | 2.8% |
ext marks a carrying amount tagged with a company-invented element. p marks FY2025, which the dataset’s filing window (closing Mar 31, 2026) leaves incomplete across filers. “Custom facts” is the share of that filing’s consolidated facts carrying a company-invented tag, in any unit.
Source: SEC Financial Statement Data Sets, US Securities and Exchange Commission, Division of Economic and Risk Analysis. Facts as filed: uncleaned, unrestated, not audited by FinObservatory. Selection: this company's 10-K submissions with prevrpt = 0, one per fiscal year by latest filed date; consolidated USD instants at each filing's period end. Dollar columns are raw US dollars. Methodology
What this page cannot tell you
- A blank in the held-to-maturity columns means the filing does not tag that fact on the consolidated face. It does not mean the company holds no held-to-maturity securities, and this dataset cannot distinguish the two.
- A held-to-maturity gap is not a realised loss. Held to maturity, the securities pay par. The gap measures how far the reported equity sits from a mark-to-market equity, which becomes a solvency question only if the book must be sold.
- AOCI is not the held-to-maturity mark. It bundles available-for-sale marks, hedge marks, pension and translation, net of tax. Do not add the two columns.
- Every value is as filed. A scale error, sign error or mis-tag by the company is reproduced here exactly as the company made it.
Pages exist for the 650 bank and thrift holding companies with at least one 10-K from FY2015 onward, out of 900 with a 10-K anywhere in the dataset.