| Relationships | Role | Relationship Start | Relationship End |
| Ustrust | Parent | 5/17/1997 | 4/16/1999 |
| The Braintree Savings Bank | Parent | 12/8/1995 | 5/16/1997 |
| Acquisitions & Mergers | Role | Assets | Acct Method | Type | Transaction Date |
| Sb Securities, Inc. | Seller | Discontinued | 12/9/1998 | ||
| Somerset Securities, Inc. | Seller | Discontinued | 12/9/1998 |