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Nasdaq · USD

COLB

COLUMBIA BANKING SYSTEM, INC.

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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
February 25, 2025 Filed Feb 26, 2025 20:50 UTC
Deer Aaron JamesChief Strategy/Innovation Offc
GrantRestricted Stock Unit · Derivative 4,699 $26.60 $124,993.40
Disclosure

SEC source: 0000887343-25-000066 · wk-form4_1740603025.xml · derivative · entry 1

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 4,699

Underlying: Common Stock · 4,699 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 20:43 UTC
BARUFFI KUMI YAMAMOTOGeneral Counsel, Corporate Sec
GrantPerformance Restricted Stock Unit · Derivative 3,571 $26.60 $94,988.60
Disclosure

SEC source: 0000887343-25-000064 · wk-form4_1740602630.xml · derivative · entry 3

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 20,852

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 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 20:43 UTC
BARUFFI KUMI YAMAMOTOGeneral Counsel, Corporate Sec
GrantPerformance Restricted Stock Unit · Derivative 3,571 $26.60 $94,988.60
Disclosure

SEC source: 0000887343-25-000064 · wk-form4_1740602630.xml · derivative · entry 2

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 17,281

Underlying: Common Stock · 3,571 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 20:43 UTC
BARUFFI KUMI YAMAMOTOGeneral Counsel, Corporate Sec
GrantRestricted Stock Unit · Derivative 7,142 $26.60 $189,977.20
Disclosure

SEC source: 0000887343-25-000064 · wk-form4_1740602630.xml · derivative · entry 1

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 7,142

Underlying: Common Stock · 7,142 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 20:41 UTC
Anderson Drew KChief Administrative Officer
GrantPerformance Restricted Stock Unit · Derivative 3,759 $26.60 $99,989.40
Disclosure

SEC source: 0000887343-25-000062 · wk-form4_1740602497.xml · derivative · entry 4

Anderson Drew K · CIK 0001955918 · Chief Administrative Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 18,708

Underlying: Common Stock · 3,759 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 20:41 UTC
Anderson Drew KChief Administrative Officer
GrantPerformance Restricted Stock Unit · Derivative 3,759 $26.60 $99,989.40
Disclosure

SEC source: 0000887343-25-000062 · wk-form4_1740602497.xml · derivative · entry 3

Anderson Drew K · CIK 0001955918 · Chief Administrative Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 14,949

Underlying: Common Stock · 3,759 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 20:41 UTC
Anderson Drew KChief Administrative Officer
GrantRestricted Stock Unit · Derivative 7,518 $26.60 $199,978.80
Disclosure

SEC source: 0000887343-25-000062 · wk-form4_1740602497.xml · derivative · entry 2

Anderson Drew K · CIK 0001955918 · Chief Administrative Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 45,111

Underlying: Common Stock · 7,518 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 20:41 UTC
Anderson Drew KChief Administrative Officer
GrantRestricted Stock Unit · Derivative 37,593 $26.60 $999,973.80
Disclosure

SEC source: 0000887343-25-000062 · wk-form4_1740602497.xml · derivative · entry 1

Anderson Drew K · CIK 0001955918 · Chief Administrative Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 37,593

Underlying: Common Stock · 37,593 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, 2030.

F1 · derivative.exercise_date: Restricted stock units granted 02/25/2025. The grant will vest 100% on or about March 15th, 2030.

F1 · derivative.expiration_date: Restricted stock units granted 02/25/2025. The grant will vest 100% on or about March 15th, 2030.

Read SEC document
February 25, 2025 Filed Feb 26, 2025 20:16 UTC
O'HAVER CORT LDirector · Executive Chairman
GrantPerformance Restricted Stock Unit · Derivative 18,796 $26.60 $499,973.60
Disclosure

SEC source: 0000887343-25-000059 · wk-form4_1740600962.xml · derivative · entry 3

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 121,530

Underlying: Common Stock · 18,796 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 20:16 UTC
O'HAVER CORT LDirector · Executive Chairman
GrantPerformance Restricted Stock Unit · Derivative 18,796 $26.60 $499,973.60
Disclosure

SEC source: 0000887343-25-000059 · wk-form4_1740600962.xml · derivative · entry 2

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 102,734

Underlying: Common Stock · 18,796 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 20:16 UTC
O'HAVER CORT LDirector · Executive Chairman
GrantRestricted Stock Unit · Derivative 56,390 $26.60 $1,499,974.00
Disclosure

SEC source: 0000887343-25-000059 · wk-form4_1740600962.xml · derivative · entry 1

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 56,390

Underlying: Common Stock · 56,390 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 19:44 UTC
Stein ClintDirector · President, CEO
GrantPerformance Restricted Stock Unit · Derivative 40,883 $26.60 $1,087,487.80
Disclosure

SEC source: 0000887343-25-000057 · wk-form4_1740599081.xml · derivative · entry 3

Stein Clint · CIK 0001550429 · Director · President, CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 193,706

Underlying: Common Stock · 40,883 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 19:44 UTC
Stein ClintDirector · President, CEO
GrantPerformance Restricted Stock Unit · Derivative 40,883 $26.60 $1,087,487.80
Disclosure

SEC source: 0000887343-25-000057 · wk-form4_1740599081.xml · derivative · entry 2

Stein Clint · CIK 0001550429 · Director · President, CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 152,823

Underlying: Common Stock · 40,883 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 19:44 UTC
Stein ClintDirector · President, CEO
GrantRestricted Stock Unit · Derivative 54,511 $26.60 $1,449,992.60
Disclosure

SEC source: 0000887343-25-000057 · wk-form4_1740599081.xml · derivative · entry 1

Stein Clint · CIK 0001550429 · Director · President, CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 129,138

Underlying: Common Stock · 54,511 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 Mar 14, 2025 21:47 UTC Amendment
Nixon Torran BSenior Executive VP
GrantPerformance Restricted Stock Unit · Derivative 11,278 $26.60 $299,994.80
Disclosure

SEC source: 0000887343-25-000122 · wk-form4a_1742003263.xml · derivative · entry 3

Nixon Torran B · CIK 0001689701 · Senior Executive VP

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 56,130

Underlying: Common Stock · 11,278 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.

F2 · derivative.underlying_shares: The Form 4 filed February 26, 2025, inadvertently included incorrect amounts for the number of restricted stock units and performance stock units. This amendment reports the correct amounts.

Read SEC document
February 25, 2025 Filed Mar 14, 2025 21:47 UTC Amendment
Nixon Torran BSenior Executive VP
GrantPerformance Restricted Stock Unit · Derivative 11,278 $26.60 $299,994.80
Disclosure

SEC source: 0000887343-25-000122 · wk-form4a_1742003263.xml · derivative · entry 2

Nixon Torran B · CIK 0001689701 · Senior Executive VP

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 44,852

Underlying: Common Stock · 11,278 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.

F2 · derivative.underlying_shares: The Form 4 filed February 26, 2025, inadvertently included incorrect amounts for the number of restricted stock units and performance stock units. This amendment reports the correct amounts.

Read SEC document
February 25, 2025 Filed Mar 14, 2025 21:47 UTC Amendment
Nixon Torran BSenior Executive VP
GrantRestricted Stock Unit · Derivative 15,037 $26.60 $399,984.20
Disclosure

SEC source: 0000887343-25-000122 · wk-form4a_1742003263.xml · derivative · entry 1

Nixon Torran B · CIK 0001689701 · Senior Executive VP

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 37,420

Underlying: Common Stock · 15,037 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.

F2 · derivative.underlying_shares: The Form 4 filed February 26, 2025, inadvertently included incorrect amounts for the number of restricted stock units and performance stock units. This amendment reports the correct amounts.

Read SEC document
February 25, 2025 Filed Mar 15, 2025 01:53 UTC Amendment
FARNSWORTH RON LChief Financial Officer
GrantPerformance Restricted Stock Unit · Derivative 9,586 $26.60 $254,987.60
Disclosure

SEC source: 0000887343-25-000126 · wk-form4a_1742003616.xml · derivative · entry 3

FARNSWORTH RON L · CIK 0001322289 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 47,710

Underlying: Common Stock · 9,586 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.

F2 · derivative.underlying_shares: The Form 4 filed February 26, 2025, inadvertently included incorrect amounts for the number of restricted stock units and performance stock units. This amendment reports the correct amounts.

Read SEC document
February 25, 2025 Filed Mar 15, 2025 01:53 UTC Amendment
FARNSWORTH RON LChief Financial Officer
GrantPerformance Restricted Stock Unit · Derivative 9,586 $26.60 $254,987.60
Disclosure

SEC source: 0000887343-25-000126 · wk-form4a_1742003616.xml · derivative · entry 2

FARNSWORTH RON L · CIK 0001322289 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 38,124

Underlying: Common Stock · 9,586 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.

F2 · derivative.underlying_shares: The Form 4 filed February 26, 2025, inadvertently included incorrect amounts for the number of restricted stock units and performance stock units. This amendment reports the correct amounts.

Read SEC document
February 25, 2025 Filed Mar 15, 2025 01:53 UTC Amendment
FARNSWORTH RON LChief Financial Officer
GrantRestricted Stock Unit · Derivative 12,781 $26.60 $339,974.60
Disclosure

SEC source: 0000887343-25-000126 · wk-form4a_1742003616.xml · derivative · entry 1

FARNSWORTH RON L · CIK 0001322289 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 31,807

Underlying: Common Stock · 12,781 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.

F2 · derivative.underlying_shares: The Form 4 filed February 26, 2025, inadvertently included incorrect amounts for the number of restricted stock units and performance stock units. This amendment reports the correct amounts.

Read SEC document
February 25, 2025 Filed Mar 15, 2025 01:50 UTC Amendment
Merrywell ChristopherSenior Executive VP
GrantPerformance Restricted Stock Unit · Derivative 11,278 $26.60 $299,994.80
Disclosure

SEC source: 0000887343-25-000124 · wk-form4a_1742003431.xml · derivative · entry 3

Merrywell Christopher · CIK 0001796657 · Senior Executive VP

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 59,488

Underlying: Common Stock · 11,278 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.

F2 · derivative.underlying_shares: The Form 4 filed February 26, 2025, inadvertently included incorrect amounts for the number of restricted stock units and performance stock units. This amendment reports the correct amounts.

Read SEC document
February 25, 2025 Filed Mar 15, 2025 01:50 UTC Amendment
Merrywell ChristopherSenior Executive VP
GrantPerformance Restricted Stock Unit · Derivative 11,278 $26.60 $299,994.80
Disclosure

SEC source: 0000887343-25-000124 · wk-form4a_1742003431.xml · derivative · entry 2

Merrywell Christopher · CIK 0001796657 · Senior Executive VP

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 48,210

Underlying: Common Stock · 11,278 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.

F2 · derivative.underlying_shares: The Form 4 filed February 26, 2025, inadvertently included incorrect amounts for the number of restricted stock units and performance stock units. This amendment reports the correct amounts.

Read SEC document
February 25, 2025 Filed Mar 15, 2025 01:50 UTC Amendment
Merrywell ChristopherSenior Executive VP
GrantRestricted Stock Unit · Derivative 15,037 $26.60 $399,984.20
Disclosure

SEC source: 0000887343-25-000124 · wk-form4a_1742003431.xml · derivative · entry 1

Merrywell Christopher · CIK 0001796657 · Senior Executive VP

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 39,659

Underlying: Common Stock · 15,037 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.

F2 · derivative.underlying_shares: The Form 4 filed February 26, 2025, inadvertently included incorrect amounts for the number of restricted stock units and performance stock units. This amendment reports the correct amounts.

Read SEC document
February 25, 2025 Filed Mar 15, 2025 01:46 UTC Amendment
O'HAVER CORT LDirector · Executive Chairman
GrantPerformance Restricted Stock Unit · Derivative 28,195 $26.60 $749,987.00
Disclosure

SEC source: 0000887343-25-000120 · wk-form4a_1742003183.xml · derivative · entry 3

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 140,328

Underlying: Common Stock · 28,195 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.

F2 · derivative.underlying_shares: The Form 4 filed February 26, 2025, inadvertently included incorrect amounts for the number of restricted stock units and performance stock units. This amendment reports the correct amounts.

Read SEC document
February 25, 2025 Filed Mar 15, 2025 01:46 UTC Amendment
O'HAVER CORT LDirector · Executive Chairman
GrantPerformance Restricted Stock Unit · Derivative 28,195 $26.60 $749,987.00
Disclosure

SEC source: 0000887343-25-000120 · wk-form4a_1742003183.xml · derivative · entry 2

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 112,133

Underlying: Common Stock · 28,195 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 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.

F2 · derivative.underlying_shares: The Form 4 filed February 26, 2025, inadvertently included incorrect amounts for the number of restricted stock units and performance stock units. This amendment reports the correct amounts.

Read SEC document
February 25, 2025 Filed Mar 15, 2025 01:46 UTC Amendment
O'HAVER CORT LDirector · Executive Chairman
GrantRestricted Stock Unit · Derivative 37,593 $26.60 $999,973.80
Disclosure

SEC source: 0000887343-25-000120 · wk-form4a_1742003183.xml · derivative · entry 1

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 37,593

Underlying: Common Stock · 37,593 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.

F2 · derivative.underlying_shares: The Form 4 filed February 26, 2025, inadvertently included incorrect amounts for the number of restricted stock units and performance stock units. This amendment reports the correct amounts.

Read SEC document
February 14, 2025 Filed Feb 18, 2025 19:37 UTC
Nixon Torran BSenior Executive VP
Tax withholdingCommon Stock 2,098 $27.41 $57,506.18
Disclosure

SEC source: 0000887343-25-000040 · wk-form4_1739925467.xml · nonDerivative · entry 1

Nixon Torran B · CIK 0001689701 · Senior Executive VP

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 116,417

Read SEC document
February 14, 2025 Filed Feb 19, 2025 00:50 UTC
White Lisa MPAO & Corporate Controller
Tax withholdingCommon Stock 619 $27.41 $16,966.79
Disclosure

SEC source: 0000887343-25-000049 · wk-form4_1739926248.xml · nonDerivative · entry 1

White Lisa M · CIK 0001798734 · PAO & Corporate Controller

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 24,586

Read SEC document
February 14, 2025 Filed Feb 19, 2025 00:48 UTC
Stein ClintDirector · President, CEO
Tax withholdingCommon Stock 3,922 $27.41 $107,502.02
Disclosure

SEC source: 0000887343-25-000047 · wk-form4_1739926117.xml · nonDerivative · entry 3

Stein Clint · CIK 0001550429 · Director · President, CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 152,750

Read SEC document
February 14, 2025 Filed Feb 19, 2025 00:48 UTC
Stein ClintDirector · President, CEO
Tax withholdingCommon Stock 1,873 $27.41 $51,338.93
Disclosure

SEC source: 0000887343-25-000047 · wk-form4_1739926117.xml · nonDerivative · entry 2

Stein Clint · CIK 0001550429 · Director · President, CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 156,672

Read SEC document
February 14, 2025 Filed Feb 19, 2025 00:48 UTC
Stein ClintDirector · President, CEO
GrantCommon Stock 4,759 $27.41 $130,444.19
Disclosure

SEC source: 0000887343-25-000047 · wk-form4_1739926117.xml · nonDerivative · entry 1

Stein Clint · CIK 0001550429 · Director · President, CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 158,545

Read SEC document
February 14, 2025 Filed Feb 19, 2025 00:42 UTC
OGNALL ANDREW HIMO General Counsel
Tax withholdingCommon Stock 1,337 $27.41 $36,647.17
Disclosure

SEC source: 0000887343-25-000044 · wk-form4_1739925771.xml · nonDerivative · entry 1

OGNALL ANDREW H · CIK 0001606248 · IMO General Counsel

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 77,688

Read SEC document
February 14, 2025 Filed Feb 19, 2025 00:40 UTC
O'HAVER CORT LDirector · Executive Chairman
Tax withholdingCommon Stock 5,944 $27.41 $162,925.04
Disclosure

SEC source: 0000887343-25-000042 · wk-form4_1739925621.xml · nonDerivative · entry 1

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 410,497

F1 · balance_after: Since the date of the reporting person's last ownership report, he transferred 5,335 shares to his ex-wife pursuant to a Stipulated General Judgment of Dissolution of Marriage.

Read SEC document
February 14, 2025 Filed Feb 19, 2025 00:31 UTC
Namdar FrankChief Credit Officer
Tax withholdingCommon Stock 1,311 $27.41 $35,934.51
Disclosure

SEC source: 0000887343-25-000038 · wk-form4_1739925071.xml · nonDerivative · entry 1

Namdar Frank · CIK 0001759802 · Chief Credit Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 36,169

Read SEC document
February 14, 2025 Filed Feb 19, 2025 00:08 UTC
Moore Devine DavidChief Marketing Officer
Tax withholdingCommon Stock 453 $27.41 $12,416.73
Disclosure

SEC source: 0000887343-25-000034 · wk-form4_1739923732.xml · nonDerivative · entry 3

Moore Devine David · CIK 0001798077 · Chief Marketing Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 23,864

Read SEC document
February 14, 2025 Filed Feb 19, 2025 00:08 UTC
Moore Devine DavidChief Marketing Officer
Tax withholdingCommon Stock 455 $27.41 $12,471.55
Disclosure

SEC source: 0000887343-25-000034 · wk-form4_1739923732.xml · nonDerivative · entry 2

Moore Devine David · CIK 0001798077 · Chief Marketing Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 24,317

Read SEC document
February 14, 2025 Filed Feb 19, 2025 00:08 UTC
Moore Devine DavidChief Marketing Officer
GrantCommon Stock 990 $27.41 $27,135.90
Disclosure

SEC source: 0000887343-25-000034 · wk-form4_1739923732.xml · nonDerivative · entry 1

Moore Devine David · CIK 0001798077 · Chief Marketing Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 24,772

Read SEC document
February 14, 2025 Filed Feb 19, 2025 00:21 UTC
FARNSWORTH RON LChief Financial Officer
Tax withholdingCommon Stock 2,240 $27.41 $61,398.40
Disclosure

SEC source: 0000887343-25-000036 · wk-form4_1739924479.xml · nonDerivative · entry 1

FARNSWORTH RON L · CIK 0001322289 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 147,165

Read SEC document
February 14, 2025 Filed Feb 19, 2025 00:07 UTC
Merrywell ChristopherSenior Executive VP
Tax withholdingCommon Stock 1,706 $27.41 $46,761.46
Disclosure

SEC source: 0000887343-25-000032 · wk-form4_1739923635.xml · nonDerivative · entry 3

Merrywell Christopher · CIK 0001796657 · Senior Executive VP

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 46,622

Read SEC document
February 14, 2025 Filed Feb 19, 2025 00:07 UTC
Merrywell ChristopherSenior Executive VP
Tax withholdingCommon Stock 659 $27.41 $18,063.19
Disclosure

SEC source: 0000887343-25-000032 · wk-form4_1739923635.xml · nonDerivative · entry 2

Merrywell Christopher · CIK 0001796657 · Senior Executive VP

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 48,328

Read SEC document
February 14, 2025 Filed Feb 19, 2025 00:07 UTC
Merrywell ChristopherSenior Executive VP
GrantCommon Stock 1,673 $27.41 $45,856.93
Disclosure

SEC source: 0000887343-25-000032 · wk-form4_1739923635.xml · nonDerivative · entry 1

Merrywell Christopher · CIK 0001796657 · Senior Executive VP

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 48,987

Read SEC document
February 14, 2025 Filed Feb 19, 2025 00:00 UTC
Deer Aaron JamesChief Strategy/Innovation Offc
Tax withholdingCommon Stock 533 $27.41 $14,609.53
Disclosure

SEC source: 0000887343-25-000028 · wk-form4_1739923211.xml · nonDerivative · entry 3

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 42,964

Read SEC document
February 14, 2025 Filed Feb 19, 2025 00:00 UTC
Deer Aaron JamesChief Strategy/Innovation Offc
Tax withholdingCommon Stock 506 $27.41 $13,869.46
Disclosure

SEC source: 0000887343-25-000028 · wk-form4_1739923211.xml · nonDerivative · entry 2

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 43,497

Read SEC document
February 14, 2025 Filed Feb 19, 2025 00:00 UTC
Deer Aaron JamesChief Strategy/Innovation Offc
GrantCommon Stock 1,304 $27.41 $35,742.64
Disclosure

SEC source: 0000887343-25-000028 · wk-form4_1739923211.xml · nonDerivative · entry 1

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 44,003

Read SEC document
February 14, 2025 Filed Feb 19, 2025 00:02 UTC
Dow LisaChief Risk Officer
Tax withholdingCommon Stock 640 $27.41 $17,542.40
Disclosure

SEC source: 0000887343-25-000030 · wk-form4_1739923335.xml · nonDerivative · entry 3

Dow Lisa · CIK 0001734557 · Chief Risk Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 36,395

Read SEC document
February 14, 2025 Filed Feb 19, 2025 00:02 UTC
Dow LisaChief Risk Officer
Tax withholdingCommon Stock 363 $27.41 $9,949.83
Disclosure

SEC source: 0000887343-25-000030 · wk-form4_1739923335.xml · nonDerivative · entry 2

Dow Lisa · CIK 0001734557 · Chief Risk Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 37,035

Read SEC document
February 14, 2025 Filed Feb 19, 2025 00:02 UTC
Dow LisaChief Risk Officer
GrantCommon Stock 921 $27.41 $25,244.61
Disclosure

SEC source: 0000887343-25-000030 · wk-form4_1739923335.xml · nonDerivative · entry 1

Dow Lisa · CIK 0001734557 · Chief Risk Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 37,398

Read SEC document
February 14, 2025 Filed Feb 18, 2025 23:58 UTC
BARUFFI KUMI YAMAMOTOGeneral Counsel, Corporate Sec
Tax withholdingCommon Stock 1,031 $27.41 $28,259.71
Disclosure

SEC source: 0000887343-25-000026 · wk-form4_1739923092.xml · nonDerivative · entry 3

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 56,062

Read SEC document
February 14, 2025 Filed Feb 18, 2025 23:58 UTC
BARUFFI KUMI YAMAMOTOGeneral Counsel, Corporate Sec
Tax withholdingCommon Stock 442 $27.41 $12,115.22
Disclosure

SEC source: 0000887343-25-000026 · wk-form4_1739923092.xml · nonDerivative · entry 2

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 57,093

Read SEC document
February 14, 2025 Filed Feb 18, 2025 23:58 UTC
BARUFFI KUMI YAMAMOTOGeneral Counsel, Corporate Sec
GrantCommon Stock 1,012 $27.41 $27,738.92
Disclosure

SEC source: 0000887343-25-000026 · wk-form4_1739923092.xml · nonDerivative · entry 1

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 57,535

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.