Reported relationships
Latest disclosed role at each company.
No relationships currently tracked through insider filings.
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
No balances currently tracked through insider filings.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
COLUMBIA BANKING SYSTEM, INC.
Report date February 28, 2023 · Filed March 03, 2023
Section 16 reporting ended · disclosed 2023-03-03. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 49,686 |
Ending reported balance
After 2023-02-28 transaction · row 4
4 source rows · reconciled sequenceRow 1 · 2023-02-28 · Grant · Acquired 1,240 · Balance 44,884 F1: At the effective time of the merger (the "Effective Time") of Cascade Merger Sub, Inc. ("Merger Sub"), a direct, wholly-owned subsidiary of the Issuer, with and into Umpqua Holdings Corporation ("Umpqua"), pursuant to that certain Agreement and Plan of Merger, dated as of October 11, 2021 (the "Merger Agreement"), by and among the Issuer, Umpqua and Merger Sub, each outstanding performance stock unit award of the Issuer granted under the Issuer's equity compensation plans was converted into a restricted stock unit award of the Issuer based on a level of performance determined in accordance with the Merger Agreement, with such awards continuing to vest after the Effective Time solely based on continued service. Row 2 · 2023-02-28 · Grant · Acquired 1,240 · Balance 46,124 F1: At the effective time of the merger (the "Effective Time") of Cascade Merger Sub, Inc. ("Merger Sub"), a direct, wholly-owned subsidiary of the Issuer, with and into Umpqua Holdings Corporation ("Umpqua"), pursuant to that certain Agreement and Plan of Merger, dated as of October 11, 2021 (the "Merger Agreement"), by and among the Issuer, Umpqua and Merger Sub, each outstanding performance stock unit award of the Issuer granted under the Issuer's equity compensation plans was converted into a restricted stock unit award of the Issuer based on a level of performance determined in accordance with the Merger Agreement, with such awards continuing to vest after the Effective Time solely based on continued service. Row 3 · 2023-02-28 · Grant · Acquired 1,882 · Balance 48,006 F1: At the effective time of the merger (the "Effective Time") of Cascade Merger Sub, Inc. ("Merger Sub"), a direct, wholly-owned subsidiary of the Issuer, with and into Umpqua Holdings Corporation ("Umpqua"), pursuant to that certain Agreement and Plan of Merger, dated as of October 11, 2021 (the "Merger Agreement"), by and among the Issuer, Umpqua and Merger Sub, each outstanding performance stock unit award of the Issuer granted under the Issuer's equity compensation plans was converted into a restricted stock unit award of the Issuer based on a level of performance determined in accordance with the Merger Agreement, with such awards continuing to vest after the Effective Time solely based on continued service. Row 4 · 2023-02-28 · Grant · Acquired 1,680 · Balance 49,686 F1: At the effective time of the merger (the "Effective Time") of Cascade Merger Sub, Inc. ("Merger Sub"), a direct, wholly-owned subsidiary of the Issuer, with and into Umpqua Holdings Corporation ("Umpqua"), pursuant to that certain Agreement and Plan of Merger, dated as of October 11, 2021 (the "Merger Agreement"), by and among the Issuer, Umpqua and Merger Sub, each outstanding performance stock unit award of the Issuer granted under the Issuer's equity compensation plans was converted into a restricted stock unit award of the Issuer based on a level of performance determined in accordance with the Merger Agreement, with such awards continuing to vest after the Effective Time solely based on continued service. |
Filing footnotes · ownership attribution and instrument terms
F1: At the effective time of the merger (the "Effective Time") of Cascade Merger Sub, Inc. ("Merger Sub"), a direct, wholly-owned subsidiary of the Issuer, with and into Umpqua Holdings Corporation ("Umpqua"), pursuant to that certain Agreement and Plan of Merger, dated as of October 11, 2021 (the "Merger Agreement"), by and among the Issuer, Umpqua and Merger Sub, each outstanding performance stock unit award of the Issuer granted under the Issuer's equity compensation plans was converted into a restricted stock unit award of the Issuer based on a level of performance determined in accordance with the Merger Agreement, with such awards continuing to vest after the Effective Time solely based on continued service.
Transaction history
JSON APIPurchases/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 date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| July 03, 2017 Filed Jul 3, 2017 21:12 UTC | COLUMBIA BANKING SYSTEM, INC. COLB · Entity 707 | GrantCommon Stock | 241 | $35.87 | $8,644.67 |
DisclosureSEC source: 0000887343-17-000132 · wf-form4_149911635418575.xml · nonDerivative · entry 1 McDonald Andy · CIK 0001292058 · EVP & CCO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 34,967 F1 · shares: ESPP Purchase Read SEC document |
| March 24, 2017 Filed Mar 28, 2017 20:39 UTC | COLUMBIA BANKING SYSTEM, INC. COLB · Entity 707 | Tax withholdingCommon Stock | 150 | $37.72 | $5,658.00 |
DisclosureSEC source: 0000887343-17-000083 · wf-form4_149073354982063.xml · nonDerivative · entry 1 McDonald Andy · CIK 0001292058 · EVP & CCO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 34,726 Read SEC document |
| March 08, 2017 Filed Mar 9, 2017 22:27 UTC Amendment | COLUMBIA BANKING SYSTEM, INC. COLB · Entity 707 | Tax withholdingCommon | 904 | $41.25 | $37,290.00 |
DisclosureSEC source: 0000887343-17-000072 · wf-form4a_148909844931008.xml · nonDerivative · entry 1 McDonald Andy · CIK 0001292058 · EVP & CCO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 35,627 F1 · shares: Correction to tax liability on vesting of performance awards and the number of shares cancelled to cover taxes. Read SEC document |
| February 27, 2017 Filed Mar 1, 2017 01:14 UTC | COLUMBIA BANKING SYSTEM, INC. COLB · Entity 707 | Tax withholdingCommon Stock | 602 | $40.87 | $24,603.74 |
DisclosureSEC source: 0000887343-17-000063 · wf-form4_148833087706023.xml · nonDerivative · entry 1 McDonald Andy · CIK 0001292058 · EVP & CCO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 34,876 Read SEC document |
| February 24, 2017 Filed Mar 1, 2017 01:08 UTC | COLUMBIA BANKING SYSTEM, INC. COLB · Entity 707 | Tax withholdingCommon Stock | 196 | $40.81 | $7,998.76 |
DisclosureSEC source: 0000887343-17-000061 · wf-form4_148833049827481.xml · nonDerivative · entry 1 McDonald Andy · CIK 0001292058 · EVP & CCO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 35,478 Read SEC document |
| February 22, 2017 Filed Feb 25, 2017 02:34 UTC | COLUMBIA BANKING SYSTEM, INC. COLB · Entity 707 | Tax withholdingCommon Stock | 857 | $41.25 | $35,351.25 |
DisclosureSEC source: 0000887343-17-000038 · wf-form4_148799003154367.xml · nonDerivative · entry 2 McDonald Andy · CIK 0001292058 · EVP & CCO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 35,674 Read SEC document |
| February 22, 2017 Filed Feb 25, 2017 02:34 UTC | COLUMBIA BANKING SYSTEM, INC. COLB · Entity 707 | GrantCommon | 2,596 | $41.25 | $107,085.00 |
DisclosureSEC source: 0000887343-17-000038 · wf-form4_148799003154367.xml · nonDerivative · entry 1 McDonald Andy · CIK 0001292058 · EVP & CCO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 36,531 Read SEC document |
| February 22, 2017 Filed Feb 24, 2017 23:51 UTC | COLUMBIA BANKING SYSTEM, INC. COLB · Entity 707 | GrantCommon | 2,156 | $41.25 | $88,935.00 |
DisclosureSEC source: 0000887343-17-000031 · wf-form4_148798025056526.xml · nonDerivative · entry 1 McDonald Andy · CIK 0001292058 · EVP & CCO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,156 F1 · shares: Restricted Stock Award Read SEC document |
| January 06, 2017 Filed Jan 9, 2017 21:33 UTC | COLUMBIA BANKING SYSTEM, INC. COLB · Entity 707 | GrantCommon Stock | 189 | $24.68 | $4,664.52 |
DisclosureSEC source: 0000887343-17-000008 · wf-form4_148399757611271.xml · nonDerivative · entry 1 McDonald Andy · CIK 0001292058 · EVP & CCO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,779 F1 · shares: ESPP Purchase 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.