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Nasdaq · USD

COLB

COLUMBIA BANKING SYSTEM, INC.

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Tapewire entity
707
SEC CIK
0000887343
Parsed reports
726

Last 12 months

Inside the activity.

1 purchase rows · 7 sale rows

Disclosed non-derivative P/S rows, by transaction month. Includes amendments and private transactions.
Monthly counts
MonthPurchasesSales
Nov 202500
Dec 202500
Jan 202601
Feb 202600
Mar 202604
Apr 202600
May 202600
Jun 202612
Jul 202600
Aug 202600
Sep 202600
Oct 202600

Latest available

Insider transactions

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Purchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”

The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.

Transaction dateOwner / reported roleActivity / securityShares / unitsReported priceReported valueDetails
May 15, 2025 Filed May 17, 2025 01:52 UTC GrantCommon Stock 3,382 $0.00 $0.00
Disclosure

SEC source: 0000887343-25-000189 · wk-form4_1747446714.xml · nonDerivative · entry 1

SCHULTZ JOHN F · CIK 0001548933 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 49,435

Read SEC document
May 15, 2025 Filed May 17, 2025 01:51 UTC GrantCommon Stock 3,382 $0.00 $0.00
Disclosure

SEC source: 0000887343-25-000188 · wk-form4_1747446703.xml · nonDerivative · entry 1

SEATON ELIZABETH WHITEHEAD · CIK 0001610217 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 32,566

Read SEC document
May 15, 2025 Filed May 17, 2025 01:51 UTC GrantCommon Stock 3,382 $0.00 $0.00
Disclosure

SEC source: 0000887343-25-000187 · wk-form4_1747446692.xml · nonDerivative · entry 1

Terry Hilliard C. III · CIK 0001481735 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 51,565

Read SEC document
May 15, 2025 Filed May 17, 2025 01:51 UTC GrantCommon Stock 3,382 $0.00 $0.00
Disclosure

SEC source: 0000887343-25-000186 · wk-form4_1747446681.xml · nonDerivative · entry 1

Varnado Anddria · CIK 0001757895 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 26,945

Read SEC document
March 04, 2025 Filed Mar 5, 2025 18:10 UTC
Nixon Torran BSenior Executive VP
SaleCommon Stock 4,481 $25.99 $116,461.19
Disclosure

SEC source: 0000887343-25-000113 · wk-form4_1741216251.xml · nonDerivative · entry 1

Nixon Torran B · CIK 0001689701 · Senior Executive VP

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 104,869

F1 · kind: Open market sale pursuant to a 10B5-1 Plan which was established by Reporting Person on December 3, 2024, in accordance with Rule 10B5-1 of the Securities Exchange Act of 1934, as amended.

Read SEC document
February 28, 2025 Filed Mar 4, 2025 16:22 UTC
Nixon Torran BSenior Executive VP
Tax withholdingCommon Stock 2,980 $26.73 $79,655.40
Disclosure

SEC source: 0000887343-25-000106 · wk-form4_1741123334.xml · nonDerivative · entry 2

Nixon Torran B · CIK 0001689701 · Senior Executive VP

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 109,350

Read SEC document
February 28, 2025 Filed Mar 4, 2025 16:22 UTC
Nixon Torran BSenior Executive VP
Tax withholdingCommon Stock 4,087 $26.73 $109,245.51
Disclosure

SEC source: 0000887343-25-000106 · wk-form4_1741123334.xml · nonDerivative · entry 1

Nixon Torran B · CIK 0001689701 · Senior Executive VP

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 112,330

Read SEC document
February 28, 2025 Filed Mar 4, 2025 21:33 UTC
White Lisa MPAO & Corporate Controller
Tax withholdingCommon Stock 1,521 $26.73 $40,656.33
Disclosure

SEC source: 0000887343-25-000111 · wk-form4_1741124018.xml · nonDerivative · entry 2

White Lisa M · CIK 0001798734 · PAO & Corporate Controller

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 29,045

Read SEC document
February 28, 2025 Filed Mar 4, 2025 21:33 UTC
White Lisa MPAO & Corporate Controller
Tax withholdingCommon Stock 598 $26.73 $15,984.54
Disclosure

SEC source: 0000887343-25-000111 · wk-form4_1741124018.xml · nonDerivative · entry 1

White Lisa M · CIK 0001798734 · PAO & Corporate Controller

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 30,566

Read SEC document
February 28, 2025 Filed Mar 4, 2025 21:31 UTC
OGNALL ANDREW HChief Human Resources Officer
Tax withholdingCommon Stock 1,744 $26.73 $46,617.12
Disclosure

SEC source: 0000887343-25-000109 · wk-form4_1741123868.xml · nonDerivative · entry 2

OGNALL ANDREW H · CIK 0001606248 · Chief Human Resources Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 74,268

Read SEC document
February 28, 2025 Filed Mar 4, 2025 21:31 UTC
OGNALL ANDREW HChief Human Resources Officer
Tax withholdingCommon Stock 1,676 $26.73 $44,799.48
Disclosure

SEC source: 0000887343-25-000109 · wk-form4_1741123868.xml · nonDerivative · entry 1

OGNALL ANDREW H · CIK 0001606248 · Chief Human Resources Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 76,012

Read SEC document
February 28, 2025 Filed Mar 4, 2025 21:18 UTC
Namdar FrankChief Credit Officer
Tax withholdingCommon Stock 1,873 $26.73 $50,065.29
Disclosure

SEC source: 0000887343-25-000104 · wk-form4_1741123126.xml · nonDerivative · entry 2

Namdar Frank · CIK 0001759802 · Chief Credit Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 33,394

Read SEC document
February 28, 2025 Filed Mar 4, 2025 21:18 UTC
Namdar FrankChief Credit Officer
Tax withholdingCommon Stock 902 $26.73 $24,110.46
Disclosure

SEC source: 0000887343-25-000104 · wk-form4_1741123126.xml · nonDerivative · entry 1

Namdar Frank · CIK 0001759802 · Chief Credit Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 35,267

Read SEC document
February 28, 2025 Filed Mar 4, 2025 21:15 UTC
Moore Devine DavidChief Marketing Officer
Tax withholdingCommon Stock 839 $26.73 $22,426.47
Disclosure

SEC source: 0000887343-25-000102 · wk-form4_1741122911.xml · nonDerivative · entry 1

Moore Devine David · CIK 0001798077 · Chief Marketing Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 23,025

Read SEC document
February 28, 2025 Filed Mar 4, 2025 21:13 UTC
Merrywell ChristopherSenior Executive VP
Tax withholdingCommon Stock 3,230 $26.73 $86,337.90
Disclosure

SEC source: 0000887343-25-000100 · wk-form4_1741122822.xml · nonDerivative · entry 1

Merrywell Christopher · CIK 0001796657 · Senior Executive VP

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 43,392

Read SEC document
February 28, 2025 Filed Mar 4, 2025 21:10 UTC
FARNSWORTH RON LChief Financial Officer
Tax withholdingCommon Stock 3,073 $26.73 $82,141.29
Disclosure

SEC source: 0000887343-25-000098 · wk-form4_1741122607.xml · nonDerivative · entry 2

FARNSWORTH RON L · CIK 0001322289 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 141,162

Read SEC document
February 28, 2025 Filed Mar 4, 2025 21:10 UTC
FARNSWORTH RON LChief Financial Officer
Tax withholdingCommon Stock 2,930 $26.73 $78,318.90
Disclosure

SEC source: 0000887343-25-000098 · wk-form4_1741122607.xml · nonDerivative · entry 1

FARNSWORTH RON L · CIK 0001322289 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 144,235

Read SEC document
February 28, 2025 Filed Mar 4, 2025 21:06 UTC
Dow LisaChief Risk Officer
Tax withholdingCommon Stock 1,285 $26.73 $34,348.05
Disclosure

SEC source: 0000887343-25-000096 · wk-form4_1741122377.xml · nonDerivative · entry 1

Dow Lisa · CIK 0001734557 · Chief Risk Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 35,110

Read SEC document
February 28, 2025 Filed Mar 4, 2025 21:04 UTC
Deer Aaron JamesChief Strategy/Innovation Offc
Tax withholdingCommon Stock 918 $26.73 $24,538.14
Disclosure

SEC source: 0000887343-25-000094 · wk-form4_1741122234.xml · nonDerivative · entry 1

Deer Aaron James · CIK 0001810107 · Chief Strategy/Innovation Offc

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 42,046

Read SEC document
February 28, 2025 Filed Mar 4, 2025 21:01 UTC
BARUFFI KUMI YAMAMOTOGeneral Counsel, Corporate Sec
Tax withholdingCommon Stock 1,799 $26.73 $48,087.27
Disclosure

SEC source: 0000887343-25-000092 · wk-form4_1741122079.xml · nonDerivative · entry 1

BARUFFI KUMI YAMAMOTO · CIK 0001619728 · General Counsel, Corporate Sec

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 54,263

Read SEC document
February 28, 2025 Filed Mar 4, 2025 20:55 UTC
Anderson Drew KChief Administrative Officer
Tax withholdingCommon Stock 1,944 $26.73 $51,963.12
Disclosure

SEC source: 0000887343-25-000090 · wk-form4_1741121703.xml · nonDerivative · entry 2

Anderson Drew K · CIK 0001955918 · Chief Administrative Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 23,342

Read SEC document
February 28, 2025 Filed Mar 4, 2025 20:55 UTC
Anderson Drew KChief Administrative Officer
Tax withholdingCommon Stock 1,127 $26.73 $30,124.71
Disclosure

SEC source: 0000887343-25-000090 · wk-form4_1741121703.xml · nonDerivative · entry 1

Anderson Drew K · CIK 0001955918 · Chief Administrative Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 25,286

Read SEC document
February 28, 2025 Filed Mar 4, 2025 20:52 UTC
O'HAVER CORT LDirector · Executive Chairman
Tax withholdingCommon Stock 9,038 $26.73 $241,585.74
Disclosure

SEC source: 0000887343-25-000088 · wk-form4_1741121548.xml · nonDerivative · entry 2

O'HAVER CORT L · CIK 0001490201 · Director · Executive Chairman

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 390,824

Read SEC document
February 28, 2025 Filed Mar 4, 2025 20:52 UTC
O'HAVER CORT LDirector · Executive Chairman
Tax withholdingCommon Stock 9,465 $26.73 $252,999.45
Disclosure

SEC source: 0000887343-25-000088 · wk-form4_1741121548.xml · nonDerivative · entry 1

O'HAVER CORT L · CIK 0001490201 · Director · Executive Chairman

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 399,862

F1 · balance_after: Since the date of the reporting person's last ownership report, he transferred 1,170 shares to his ex-wife pursuant to a Stipulated General Judgment of Dissolution of Marriage.

Read SEC document
February 28, 2025 Filed Mar 4, 2025 20:46 UTC
Stein ClintDirector · President, CEO
Tax withholdingCommon Stock 9,789 $26.73 $261,659.97
Disclosure

SEC source: 0000887343-25-000086 · wk-form4_1741121191.xml · nonDerivative · entry 1

Stein Clint · CIK 0001550429 · Director · President, CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 142,961

Read SEC document
February 25, 2025 Filed Feb 26, 2025 16:35 UTC
Nixon Torran BSenior Executive VP
GrantPerformance Restricted Stock Unit · Derivative 7,518 $26.60 $199,978.80
Disclosure

SEC source: 0000887343-25-000078 · wk-form4_1740605743.xml · derivative · entry 3

Nixon Torran B · CIK 0001689701 · Senior Executive VP

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 48,610

Underlying: Common Stock · 7,518 shares

Expires not disclosed

F3 · derivative.exercise_price: Performance restricted stock units granted 02/25/2025. The grant will vest approximately three years following the grant date based on the issuer's relative return on tangible common equity for fiscal years 2025-2027 compared to a Compensation Committee approved group of peers.

F3 · derivative.exercise_date: Performance restricted stock units granted 02/25/2025. The grant will vest approximately three years following the grant date based on the issuer's relative return on tangible common equity for fiscal years 2025-2027 compared to a Compensation Committee approved group of peers.

F3 · derivative.expiration_date: Performance restricted stock units granted 02/25/2025. The grant will vest approximately three years following the grant date based on the issuer's relative return on tangible common equity for fiscal years 2025-2027 compared to a Compensation Committee approved group of peers.

Read SEC document
February 25, 2025 Filed Feb 26, 2025 16:35 UTC
Nixon Torran BSenior Executive VP
GrantPerformance Restricted Stock Unit · Derivative 7,518 $26.60 $199,978.80
Disclosure

SEC source: 0000887343-25-000078 · wk-form4_1740605743.xml · derivative · entry 2

Nixon Torran B · CIK 0001689701 · Senior Executive VP

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 41,092

Underlying: Common Stock · 7,518 shares

Expires not disclosed

F2 · derivative.exercise_price: Performance restricted stock units granted 02/25/2025. The grant will vest approximately three years following the grant date based on the issuer's relative total shareholder return performance for fiscal years 2025-2027 compared to a Compensation Committee approved group of peers.

F2 · derivative.exercise_date: Performance restricted stock units granted 02/25/2025. The grant will vest approximately three years following the grant date based on the issuer's relative total shareholder return performance for fiscal years 2025-2027 compared to a Compensation Committee approved group of peers.

F2 · derivative.expiration_date: Performance restricted stock units granted 02/25/2025. The grant will vest approximately three years following the grant date based on the issuer's relative total shareholder return performance for fiscal years 2025-2027 compared to a Compensation Committee approved group of peers.

Read SEC document
February 25, 2025 Filed Feb 26, 2025 16:35 UTC
Nixon Torran BSenior Executive VP
GrantRestricted Stock Unit · Derivative 22,556 $26.60 $599,989.60
Disclosure

SEC source: 0000887343-25-000078 · wk-form4_1740605743.xml · derivative · entry 1

Nixon Torran B · CIK 0001689701 · Senior Executive VP

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 44,939

Underlying: Common Stock · 22,556 shares

Expires not disclosed

F1 · derivative.exercise_price: Restricted stock units granted 02/25/2025. The grant will vest 33.33% per year over three years.

F1 · derivative.exercise_date: Restricted stock units granted 02/25/2025. The grant will vest 33.33% per year over three years.

F1 · derivative.expiration_date: Restricted stock units granted 02/25/2025. The grant will vest 33.33% per year over three years.

Read SEC document
February 25, 2025 Filed Feb 26, 2025 21:42 UTC
White Lisa MPAO & Corporate Controller
GrantCommon Stock 6,578 $26.60 $174,974.80
Disclosure

SEC source: 0000887343-25-000082 · wk-form4_1740606153.xml · nonDerivative · entry 1

White Lisa M · CIK 0001798734 · PAO & Corporate Controller

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 31,164

Read SEC document
February 25, 2025 Filed Feb 26, 2025 21:22 UTC
Namdar FrankChief Credit Officer
GrantPerformance Restricted Stock Unit · Derivative 4,229 $26.60 $112,491.40
Disclosure

SEC source: 0000887343-25-000076 · wk-form4_1740604932.xml · derivative · entry 3

Namdar Frank · CIK 0001759802 · Chief Credit Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 19,648

Underlying: Common Stock · 4,229 shares

Expires not disclosed

F3 · derivative.exercise_price: Performance restricted stock units granted 02/25/2025. The grant will vest approximately three years following the grant date based on the issuer's relative return on tangible common equity for fiscal years 2025-2027 compared to a Compensation Committee approved group of peers.

F3 · derivative.exercise_date: Performance restricted stock units granted 02/25/2025. The grant will vest approximately three years following the grant date based on the issuer's relative return on tangible common equity for fiscal years 2025-2027 compared to a Compensation Committee approved group of peers.

F3 · derivative.expiration_date: Performance restricted stock units granted 02/25/2025. The grant will vest approximately three years following the grant date based on the issuer's relative return on tangible common equity for fiscal years 2025-2027 compared to a Compensation Committee approved group of peers.

Read SEC document
February 25, 2025 Filed Feb 26, 2025 21:22 UTC
Namdar FrankChief Credit Officer
GrantPerformance Restricted Stock Unit · Derivative 4,229 $26.60 $112,491.40
Disclosure

SEC source: 0000887343-25-000076 · wk-form4_1740604932.xml · derivative · entry 2

Namdar Frank · CIK 0001759802 · Chief Credit Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 15,419

Underlying: Common Stock · 4,229 shares

Expires not disclosed

F2 · derivative.exercise_price: Performance restricted stock units granted 02/25/2025. The grant will vest approximately three years following the grant date based on the issuer's relative total shareholder return performance for fiscal years 2025-2027 compared to a Compensation Committee approved group of peers.

F2 · derivative.exercise_date: Performance restricted stock units granted 02/25/2025. The grant will vest approximately three years following the grant date based on the issuer's relative total shareholder return performance for fiscal years 2025-2027 compared to a Compensation Committee approved group of peers.

F2 · derivative.expiration_date: Performance restricted stock units granted 02/25/2025. The grant will vest approximately three years following the grant date based on the issuer's relative total shareholder return performance for fiscal years 2025-2027 compared to a Compensation Committee approved group of peers.

Read SEC document
February 25, 2025 Filed Feb 26, 2025 21:22 UTC
Namdar FrankChief Credit Officer
GrantRestricted Stock Unit · Derivative 8,458 $26.60 $224,982.80
Disclosure

SEC source: 0000887343-25-000076 · wk-form4_1740604932.xml · derivative · entry 1

Namdar Frank · CIK 0001759802 · Chief Credit Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 8,458

Underlying: Common Stock · 8,458 shares

Expires not disclosed

F1 · derivative.exercise_price: Restricted stock units granted 02/25/2025. The grant will vest 33.33% per year over three years.

F1 · derivative.exercise_date: Restricted stock units granted 02/25/2025. The grant will vest 33.33% per year over three years.

F1 · derivative.expiration_date: Restricted stock units granted 02/25/2025. The grant will vest 33.33% per year over three years.

Read SEC document
February 25, 2025 Filed Feb 26, 2025 21:38 UTC
OGNALL ANDREW HIMO General Counsel
GrantPerformance Restricted Stock Unit · Derivative 3,571 $26.60 $94,988.60
Disclosure

SEC source: 0000887343-25-000080 · wk-form4_1740605887.xml · derivative · entry 4

OGNALL ANDREW H · CIK 0001606248 · IMO General Counsel

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 16,934

Underlying: Common Stock · 3,571 shares

Expires not disclosed

F4 · derivative.exercise_price: Performance restricted stock units granted 02/25/2025. The grant will vest approximately three years following the grant date based on the issuer's relative return on tangible common equity for fiscal years 2025-2027 compared to a Compensation Committee approved group of peers.

F4 · derivative.exercise_date: Performance restricted stock units granted 02/25/2025. The grant will vest approximately three years following the grant date based on the issuer's relative return on tangible common equity for fiscal years 2025-2027 compared to a Compensation Committee approved group of peers.

F4 · derivative.expiration_date: Performance restricted stock units granted 02/25/2025. The grant will vest approximately three years following the grant date based on the issuer's relative return on tangible common equity for fiscal years 2025-2027 compared to a Compensation Committee approved group of peers.

Read SEC document
February 25, 2025 Filed Feb 26, 2025 21:38 UTC
OGNALL ANDREW HIMO General Counsel
GrantPerformance Restricted Stock Unit · Derivative 3,571 $26.60 $94,988.60
Disclosure

SEC source: 0000887343-25-000080 · wk-form4_1740605887.xml · derivative · entry 3

OGNALL ANDREW H · CIK 0001606248 · IMO General Counsel

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 13,363

Underlying: Common Stock · 3,571 shares

Expires not disclosed

F3 · derivative.exercise_price: Performance restricted stock units granted 02/25/2025. The grant will vest approximately three years following the grant date based on the issuer's relative total shareholder return performance for fiscal years 2025-2027 compared to a Compensation Committee approved group of peers.

F3 · derivative.exercise_date: Performance restricted stock units granted 02/25/2025. The grant will vest approximately three years following the grant date based on the issuer's relative total shareholder return performance for fiscal years 2025-2027 compared to a Compensation Committee approved group of peers.

F3 · derivative.expiration_date: Performance restricted stock units granted 02/25/2025. The grant will vest approximately three years following the grant date based on the issuer's relative total shareholder return performance for fiscal years 2025-2027 compared to a Compensation Committee approved group of peers.

Read SEC document
February 25, 2025 Filed Feb 26, 2025 21:38 UTC
OGNALL ANDREW HIMO General Counsel
GrantRestricted Stock Unit · Derivative 7,142 $26.60 $189,977.20
Disclosure

SEC source: 0000887343-25-000080 · wk-form4_1740605887.xml · derivative · entry 2

OGNALL ANDREW H · CIK 0001606248 · IMO General Counsel

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 25,938

Underlying: Common Stock · 7,142 shares

Expires not disclosed

F2 · derivative.exercise_price: Restricted stock units granted 02/25/2025. The grant will vest 33.33% per year over three years.

F2 · derivative.exercise_date: Restricted stock units granted 02/25/2025. The grant will vest 33.33% per year over three years.

F2 · derivative.expiration_date: Restricted stock units granted 02/25/2025. The grant will vest 33.33% per year over three years.

Read SEC document
February 25, 2025 Filed Feb 26, 2025 21:38 UTC
OGNALL ANDREW HIMO General Counsel
GrantRestricted Stock Unit · Derivative 18,796 $26.60 $499,973.60
Disclosure

SEC source: 0000887343-25-000080 · wk-form4_1740605887.xml · derivative · entry 1

OGNALL ANDREW H · CIK 0001606248 · IMO General Counsel

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 18,796

Underlying: Common Stock · 18,796 shares

Expires not disclosed

F1 · derivative.exercise_price: Restricted stock units granted 02/25/2025. The grant will vest 100% on or about March 15th, 2028.

F1 · derivative.exercise_date: Restricted stock units granted 02/25/2025. The grant will vest 100% on or about March 15th, 2028.

F1 · derivative.expiration_date: Restricted stock units granted 02/25/2025. The grant will vest 100% on or about March 15th, 2028.

Read SEC document
February 25, 2025 Filed Feb 26, 2025 21:11 UTC
Moore Devine DavidChief Marketing Officer
GrantPerformance Restricted Stock Unit · Derivative 1,409 $26.60 $37,479.40
Disclosure

SEC source: 0000887343-25-000074 · wk-form4_1740604288.xml · derivative · entry 3

Moore Devine David · CIK 0001798077 · Chief Marketing Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 9,112

Underlying: Common Stock · 1,409 shares

Expires not disclosed

F3 · derivative.exercise_price: Performance restricted stock units granted 02/25/2025. The grant will vest approximately three years following the grant date based on the issuer's relative return on tangible common equity for fiscal years 2025-2027 compared to a Compensation Committee approved group of peers.

F3 · derivative.exercise_date: Performance restricted stock units granted 02/25/2025. The grant will vest approximately three years following the grant date based on the issuer's relative return on tangible common equity for fiscal years 2025-2027 compared to a Compensation Committee approved group of peers.

F3 · derivative.expiration_date: Performance restricted stock units granted 02/25/2025. The grant will vest approximately three years following the grant date based on the issuer's relative return on tangible common equity for fiscal years 2025-2027 compared to a Compensation Committee approved group of peers.

Read SEC document
February 25, 2025 Filed Feb 26, 2025 21:11 UTC
Moore Devine DavidChief Marketing Officer
GrantPerformance Restricted Stock Unit · Derivative 1,409 $26.60 $37,479.40
Disclosure

SEC source: 0000887343-25-000074 · wk-form4_1740604288.xml · derivative · entry 2

Moore Devine David · CIK 0001798077 · Chief Marketing Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 7,703

Underlying: Common Stock · 1,409 shares

Expires not disclosed

F2 · derivative.exercise_price: Performance restricted stock units granted 02/25/2025. The grant will vest approximately three years following the grant date based on the issuer's relative total shareholder return performance for fiscal years 2025-2027 compared to a Compensation Committee approved group of peers.

F2 · derivative.exercise_date: Performance restricted stock units granted 02/25/2025. The grant will vest approximately three years following the grant date based on the issuer's relative total shareholder return performance for fiscal years 2025-2027 compared to a Compensation Committee approved group of peers.

F2 · derivative.expiration_date: Performance restricted stock units granted 02/25/2025. The grant will vest approximately three years following the grant date based on the issuer's relative total shareholder return performance for fiscal years 2025-2027 compared to a Compensation Committee approved group of peers.

Read SEC document
February 25, 2025 Filed Feb 26, 2025 21:11 UTC
Moore Devine DavidChief Marketing Officer
GrantRestricted Stock Unit · Derivative 2,819 $26.60 $74,985.40
Disclosure

SEC source: 0000887343-25-000074 · wk-form4_1740604288.xml · derivative · entry 1

Moore Devine David · CIK 0001798077 · Chief Marketing Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,819

Underlying: Common Stock · 2,819 shares

Expires not disclosed

F1 · derivative.exercise_price: Restricted stock units granted 02/25/2025. The grant will vest 33.33% per year over three years.

F1 · derivative.exercise_date: Restricted stock units granted 02/25/2025. The grant will vest 33.33% per year over three years.

F1 · derivative.expiration_date: Restricted stock units granted 02/25/2025. The grant will vest 33.33% per year over three years.

Read SEC document
February 25, 2025 Filed Feb 26, 2025 21:05 UTC
Merrywell ChristopherSenior Executive VP
GrantPerformance Restricted Stock Unit · Derivative 7,518 $26.60 $199,978.80
Disclosure

SEC source: 0000887343-25-000072 · wk-form4_1740603925.xml · derivative · entry 3

Merrywell Christopher · CIK 0001796657 · Senior Executive VP

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 51,968

Underlying: Common Stock · 7,518 shares

Expires not disclosed

F3 · derivative.exercise_price: Performance restricted stock units granted 02/25/2025. The grant will vest approximately three years following the grant date based on the issuer's relative return on tangible common equity for fiscal years 2025-2027 compared to a Compensation Committee approved group of peers.

F3 · derivative.exercise_date: Performance restricted stock units granted 02/25/2025. The grant will vest approximately three years following the grant date based on the issuer's relative return on tangible common equity for fiscal years 2025-2027 compared to a Compensation Committee approved group of peers.

F3 · derivative.expiration_date: Performance restricted stock units granted 02/25/2025. The grant will vest approximately three years following the grant date based on the issuer's relative return on tangible common equity for fiscal years 2025-2027 compared to a Compensation Committee approved group of peers.

Read SEC document
February 25, 2025 Filed Feb 26, 2025 21:05 UTC
Merrywell ChristopherSenior Executive VP
GrantPerformance Restricted Stock Unit · Derivative 7,518 $26.60 $199,978.80
Disclosure

SEC source: 0000887343-25-000072 · wk-form4_1740603925.xml · derivative · entry 2

Merrywell Christopher · CIK 0001796657 · Senior Executive VP

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 44,450

Underlying: Common Stock · 7,518 shares

Expires not disclosed

F2 · derivative.exercise_price: Performance restricted stock units granted 02/25/2025. The grant will vest approximately three years following the grant date based on the issuer's relative total shareholder return performance for fiscal years 2025-2027 compared to a Compensation Committee approved group of peers.

F2 · derivative.exercise_date: Performance restricted stock units granted 02/25/2025. The grant will vest approximately three years following the grant date based on the issuer's relative total shareholder return performance for fiscal years 2025-2027 compared to a Compensation Committee approved group of peers.

F2 · derivative.expiration_date: Performance restricted stock units granted 02/25/2025. The grant will vest approximately three years following the grant date based on the issuer's relative total shareholder return performance for fiscal years 2025-2027 compared to a Compensation Committee approved group of peers.

Read SEC document
February 25, 2025 Filed Feb 26, 2025 21:05 UTC
Merrywell ChristopherSenior Executive VP
GrantRestricted Stock Unit · Derivative 22,556 $26.60 $599,989.60
Disclosure

SEC source: 0000887343-25-000072 · wk-form4_1740603925.xml · derivative · entry 1

Merrywell Christopher · CIK 0001796657 · Senior Executive VP

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 47,178

Underlying: Common Stock · 22,556 shares

Expires not disclosed

F1 · derivative.exercise_price: Restricted stock units granted 02/25/2025. The grant will vest 33.33% per year over three years.

F1 · derivative.exercise_date: Restricted stock units granted 02/25/2025. The grant will vest 33.33% per year over three years.

F1 · derivative.expiration_date: Restricted stock units granted 02/25/2025. The grant will vest 33.33% per year over three years.

Read SEC document
February 25, 2025 Filed Feb 26, 2025 21:03 UTC
FARNSWORTH RON LChief Financial Officer
GrantPerformance Restricted Stock Unit · Derivative 6,390 $26.60 $169,974.00
Disclosure

SEC source: 0000887343-25-000070 · wk-form4_1740603816.xml · derivative · entry 3

FARNSWORTH RON L · CIK 0001322289 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 41,318

Underlying: Common Stock · 6,390 shares

Expires not disclosed

F3 · derivative.exercise_price: Performance restricted stock units granted 02/25/2025. The grant will vest approximately three years following the grant date based on the issuer's relative return on tangible common equity for fiscal years 2025-2027 compared to a Compensation Committee approved group of peers.

F3 · derivative.exercise_date: Performance restricted stock units granted 02/25/2025. The grant will vest approximately three years following the grant date based on the issuer's relative return on tangible common equity for fiscal years 2025-2027 compared to a Compensation Committee approved group of peers.

F3 · derivative.expiration_date: Performance restricted stock units granted 02/25/2025. The grant will vest approximately three years following the grant date based on the issuer's relative return on tangible common equity for fiscal years 2025-2027 compared to a Compensation Committee approved group of peers.

Read SEC document
February 25, 2025 Filed Feb 26, 2025 21:03 UTC
FARNSWORTH RON LChief Financial Officer
GrantPerformance Restricted Stock Unit · Derivative 6,390 $26.60 $169,974.00
Disclosure

SEC source: 0000887343-25-000070 · wk-form4_1740603816.xml · derivative · entry 2

FARNSWORTH RON L · CIK 0001322289 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 34,928

Underlying: Common Stock · 6,390 shares

Expires not disclosed

F2 · derivative.exercise_price: Performance restricted stock units granted 02/25/2025. The grant will vest approximately three years following the grant date based on the issuer's relative total shareholder return performance for fiscal years 2025-2027 compared to a Compensation Committee approved group of peers.

F2 · derivative.exercise_date: Performance restricted stock units granted 02/25/2025. The grant will vest approximately three years following the grant date based on the issuer's relative total shareholder return performance for fiscal years 2025-2027 compared to a Compensation Committee approved group of peers.

F2 · derivative.expiration_date: Performance restricted stock units granted 02/25/2025. The grant will vest approximately three years following the grant date based on the issuer's relative total shareholder return performance for fiscal years 2025-2027 compared to a Compensation Committee approved group of peers.

Read SEC document
February 25, 2025 Filed Feb 26, 2025 21:03 UTC
FARNSWORTH RON LChief Financial Officer
GrantRestricted Stock Unit · Derivative 19,172 $26.60 $509,975.20
Disclosure

SEC source: 0000887343-25-000070 · wk-form4_1740603816.xml · derivative · entry 1

FARNSWORTH RON L · CIK 0001322289 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 38,198

Underlying: Common Stock · 19,172 shares

Expires not disclosed

F1 · derivative.exercise_price: Restricted stock units granted 02/25/2025. The grant will vest 33.33% per year over three years.

F1 · derivative.exercise_date: Restricted stock units granted 02/25/2025. The grant will vest 33.33% per year over three years.

F1 · derivative.expiration_date: Restricted stock units granted 02/25/2025. The grant will vest 33.33% per year over three years.

Read SEC document
February 25, 2025 Filed Feb 26, 2025 20:57 UTC
Dow LisaChief Risk Officer
GrantPerformance Restricted Stock Unit · Derivative 3,195 $26.60 $84,987.00
Disclosure

SEC source: 0000887343-25-000068 · wk-form4_1740603457.xml · derivative · entry 3

Dow Lisa · CIK 0001734557 · Chief Risk Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 16,182

Underlying: Common Stock · 3,195 shares

Expires not disclosed

F3 · derivative.exercise_price: Performance restricted stock units granted 02/25/2025. The grant will vest approximately three years following the grant date based on the issuer's relative return on tangible common equity for fiscal years 2025-2027 compared to a Compensation Committee approved group of peers.

F3 · derivative.exercise_date: Performance restricted stock units granted 02/25/2025. The grant will vest approximately three years following the grant date based on the issuer's relative return on tangible common equity for fiscal years 2025-2027 compared to a Compensation Committee approved group of peers.

F3 · derivative.expiration_date: Performance restricted stock units granted 02/25/2025. The grant will vest approximately three years following the grant date based on the issuer's relative return on tangible common equity for fiscal years 2025-2027 compared to a Compensation Committee approved group of peers.

Read SEC document
February 25, 2025 Filed Feb 26, 2025 20:57 UTC
Dow LisaChief Risk Officer
GrantPerformance Restricted Stock Unit · Derivative 3,195 $26.60 $84,987.00
Disclosure

SEC source: 0000887343-25-000068 · wk-form4_1740603457.xml · derivative · entry 2

Dow Lisa · CIK 0001734557 · Chief Risk Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 12,987

Underlying: Common Stock · 3,195 shares

Expires not disclosed

F2 · derivative.exercise_price: Performance restricted stock units granted 02/25/2025. The grant will vest approximately three years following the grant date based on the issuer's relative total shareholder return performance for fiscal years 2025-2027 compared to a Compensation Committee approved group of peers.

F2 · derivative.exercise_date: Performance restricted stock units granted 02/25/2025. The grant will vest approximately three years following the grant date based on the issuer's relative total shareholder return performance for fiscal years 2025-2027 compared to a Compensation Committee approved group of peers.

F2 · derivative.expiration_date: Performance restricted stock units granted 02/25/2025. The grant will vest approximately three years following the grant date based on the issuer's relative total shareholder return performance for fiscal years 2025-2027 compared to a Compensation Committee approved group of peers.

Read SEC document
February 25, 2025 Filed Feb 26, 2025 20:57 UTC
Dow LisaChief Risk Officer
GrantRestricted Stock Unit · Derivative 6,390 $26.60 $169,974.00
Disclosure

SEC source: 0000887343-25-000068 · wk-form4_1740603457.xml · derivative · entry 1

Dow Lisa · CIK 0001734557 · Chief Risk Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 6,390

Underlying: Common Stock · 6,390 shares

Expires not disclosed

F1 · derivative.exercise_price: Restricted stock units granted 02/25/2025. The grant will vest 33.33% per year over three years.

F1 · derivative.exercise_date: Restricted stock units granted 02/25/2025. The grant will vest 33.33% per year over three years.

F1 · derivative.expiration_date: Restricted stock units granted 02/25/2025. The grant will vest 33.33% per year over three years.

Read SEC document
February 25, 2025 Filed Feb 26, 2025 20:50 UTC
Deer Aaron JamesChief Strategy/Innovation Offc
GrantPerformance Restricted Stock Unit · Derivative 2,349 $26.60 $62,483.40
Disclosure

SEC source: 0000887343-25-000066 · wk-form4_1740603025.xml · derivative · entry 3

Deer Aaron James · CIK 0001810107 · Chief Strategy/Innovation Offc

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 11,692

Underlying: Common Stock · 2,349 shares

Expires not disclosed

F3 · derivative.exercise_price: Performance restricted stock units granted 02/25/2025. The grant will vest approximately three years following the grant date based on the issuer's relative return on tangible common equity for fiscal years 2025-2027 compared to a Compensation Committee approved group of peers.

F3 · derivative.exercise_date: Performance restricted stock units granted 02/25/2025. The grant will vest approximately three years following the grant date based on the issuer's relative return on tangible common equity for fiscal years 2025-2027 compared to a Compensation Committee approved group of peers.

F3 · derivative.expiration_date: Performance restricted stock units granted 02/25/2025. The grant will vest approximately three years following the grant date based on the issuer's relative return on tangible common equity for fiscal years 2025-2027 compared to a Compensation Committee approved group of peers.

Read SEC document
February 25, 2025 Filed Feb 26, 2025 20:50 UTC
Deer Aaron JamesChief Strategy/Innovation Offc
GrantPerformance Restricted Stock Unit · Derivative 2,349 $26.60 $62,483.40
Disclosure

SEC source: 0000887343-25-000066 · wk-form4_1740603025.xml · derivative · entry 2

Deer Aaron James · CIK 0001810107 · Chief Strategy/Innovation Offc

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 9,343

Underlying: Common Stock · 2,349 shares

Expires not disclosed

F2 · derivative.exercise_price: Performance restricted stock units granted 02/25/2025. The grant will vest approximately three years following the grant date based on the issuer's relative total shareholder return performance for fiscal years 2025-2027 compared to a Compensation Committee approved group of peers.

F2 · derivative.exercise_date: Performance restricted stock units granted 02/25/2025. The grant will vest approximately three years following the grant date based on the issuer's relative total shareholder return performance for fiscal years 2025-2027 compared to a Compensation Committee approved group of peers.

F2 · derivative.expiration_date: Performance restricted stock units granted 02/25/2025. The grant will vest approximately three years following the grant date based on the issuer's relative total shareholder return performance for fiscal years 2025-2027 compared to a Compensation Committee approved group of peers.

Read SEC document

Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.