Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| BANNER CORPBANR · Entity 4398 | Executive VP, Banner Bank | March 29, 2022 | March 31, 2022 |
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.
BANNER CORP
Report date March 29, 2022 · Filed March 31, 2022
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Stock, $0.01 par value per shareSEC Table I · non-derivative | Direct | 26,537 |
Reported balance
After 2022-03-29 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2022-03-29 · Tax withholding · Disposed 87 · Balance 26,537 F1: Shares relinquished to cover tax obligations on vesting of 354 shares of restricted stock pursuant to 2014 Omnibus Incentive Plan. F2: Market price on March 29, 2022. F3: Includes direct ownership of 1,105 shares through Deferred Compensation Plan and 450 shares through 401(k) Plan. |
Filing footnotes · ownership attribution and instrument terms
F1: Shares relinquished to cover tax obligations on vesting of 354 shares of restricted stock pursuant to 2014 Omnibus Incentive Plan.
F2: Market price on March 29, 2022.
F3: Includes direct ownership of 1,105 shares through Deferred Compensation Plan and 450 shares through 401(k) Plan.
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 |
|---|---|---|---|---|---|---|
| April 03, 2017 Filed Apr 5, 2017 17:40 UTC | BANNER CORP BANR · Entity 4398 | GrantCommon Stock, $.01 par value per share | 1,531 | $54.98 | $84,178.97 |
DisclosureSEC source: 0000939057-17-000151 · primary_doc.xml · nonDerivative · entry 3 WAGERS GARY W · CIK 0001425275 · Executive VP, Banner Bank 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,897 F6 · shares: Represents award pursuant to 2014 Omnibus Incentive Plan and is subject to the achievement of specified corporate and individual performance goals over a period that began on January 1, 2017 and ends on December 31, 2019. The extent to which the award vests, if at all, depends on the extent to which the performance goals are satisfied. These shares are subject to forfeiture and to limits on transferability until they vest. F5 · price: Market price on April 3, 2017. F3 · balance_after: Includes direct ownership of 921 shares through Deferred Compensation Plan and 452 shares through 401(k) Plan. Read SEC document |
| April 03, 2017 Filed Apr 5, 2017 17:40 UTC | BANNER CORP BANR · Entity 4398 | GrantCommon Stock, $.01 par value per share | 1,021 | $54.98 | $56,137.64 |
DisclosureSEC source: 0000939057-17-000151 · primary_doc.xml · nonDerivative · entry 2 WAGERS GARY W · CIK 0001425275 · Executive VP, Banner Bank 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,366 F4 · shares: Represents award pursuant to 2014 Omnibus Incentive Plan; shares vest ratably over a three-year period beginning on April 3, 2017 and ending on the third anniversary thereof. These shares are subject to forfeiture and to limits on transferability until they vest. F5 · price: Market price on April 3, 2017. F3 · balance_after: Includes direct ownership of 921 shares through Deferred Compensation Plan and 452 shares through 401(k) Plan. Read SEC document |
| April 01, 2017 Filed Apr 5, 2017 17:40 UTC | BANNER CORP BANR · Entity 4398 | Tax withholdingCommon Stock, $.01 par value per share | 110 | $55.96 | $6,155.05 |
DisclosureSEC source: 0000939057-17-000151 · primary_doc.xml · nonDerivative · entry 1 WAGERS GARY W · CIK 0001425275 · Executive VP, Banner Bank 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,345 F1 · shares: Shares relinquished to cover tax obligation on vesting of 415 shares of restricted stock pursuant to 2014 Omnibus Incentive Plan. F2 · price: Market price on March 31, 2017. F3 · balance_after: Includes direct ownership of 921 shares through Deferred Compensation Plan and 452 shares through 401(k) Plan. Read SEC document |
| March 28, 2017 Filed Mar 29, 2017 22:05 UTC | BANNER CORP BANR · Entity 4398 | Tax withholdingCommon Stock, $.01 par value per share | 90 | $54.00 | $4,860.00 |
DisclosureSEC source: 0000939057-17-000131 · primary_doc.xml · nonDerivative · entry 2 WAGERS GARY W · CIK 0001425275 · Executive VP, Banner Bank 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,455 F4 · shares: Shares relinquished to cover tax obligation on vesting of 328 shares of restricted stock pursuant to 2012 Restricted Stock and Incentive Bonus Plan. F5 · price: Market price on March 28, 2017. F3 · balance_after: Includes direct ownership of 921 shares through Deferred Compensation Plan and 452 shares through 401(k) Plan. Read SEC document |
| March 27, 2017 Filed Mar 29, 2017 22:05 UTC | BANNER CORP BANR · Entity 4398 | Tax withholdingCommon Stock, $.01 par value per share | 82 | $5.75 | $471.50 |
DisclosureSEC source: 0000939057-17-000131 · primary_doc.xml · nonDerivative · entry 1 WAGERS GARY W · CIK 0001425275 · Executive VP, Banner Bank 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,545 F1 · shares: Shares relinquished to cover tax obligation on vesting of 309 shares of restricted stock pursuant to 2014 Omnibus Incentive Plan. F2 · price: Market price on March 27, 2017. F3 · balance_after: Includes direct ownership of 921 shares through Deferred Compensation Plan and 452 shares through 401(k) Plan. Read SEC document |
| March 14, 2017 Filed Mar 15, 2017 15:16 UTC | BANNER CORP BANR · Entity 4398 | Disposition to issuerCommon Stock, $.01 par value per share | 1,474 | $0.00 | $0.00 |
DisclosureSEC source: 0000939057-17-000102 · primary_doc.xml · nonDerivative · entry 1 WAGERS GARY W · CIK 0001425275 · Executive VP, Banner Bank 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,627 F1 · shares: The amount of shares reflects the forfeiture of 1,474 shares of restricted stock based on the results of the performance-based metrics of the restricted stock during the period from January 1, 2014 to December 31, 2016. F2 · balance_after: Includes direct ownership of 921 shares through Deferred Compensation Plan and 452 shares through 401(k) Plan. Read SEC document |
| February 22, 2017 Filed Feb 23, 2017 21:44 UTC | BANNER CORP BANR · Entity 4398 | GrantCommon Stock, $.01 par value per share | 6.7903 | $59.37 | $403.13 |
DisclosureSEC source: 0000939057-17-000086 · primary_doc.xml · nonDerivative · entry 1 WAGERS GARY W · CIK 0001425275 · Executive VP, Banner Bank 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,101 F1 · security: Acquired pursuant to deferred compensation agreement; settled in stock at termination of service. F2 · balance_after: Includes direct ownership of 921 shares through Deferred Compensation Plan and 452 shares through 401(k) Plan. 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.