Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| BANNER CORPBANR · Entity 4398 | Executive VP, Banner Bank | April 27, 2017 | April 28, 2017 |
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 April 27, 2017 · Filed April 28, 2017
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Stock, $.01 par value per shareSEC Table I · non-derivative | Direct | 8,039 |
Last balance in matching sequence
After 2017-04-27 transaction · row 3
Source-order balances reconcile. Account continuity and personal attribution are not independently verified.
3 source rowsRow 1 · 2017-04-27 · Sale · Disposed 189 · Balance 8,739 F1: Includes direct ownership of 18 shares through Deferred Compensation Plan. Also includes indirect ownership of 3 shares through son. Row 2 · 2017-04-27 · Sale · Disposed 200 · Balance 8,539 F1: Includes direct ownership of 18 shares through Deferred Compensation Plan. Also includes indirect ownership of 3 shares through son. Row 3 · 2017-04-27 · Sale · Disposed 500 · Balance 8,039 F1: Includes direct ownership of 18 shares through Deferred Compensation Plan. Also includes indirect ownership of 3 shares through son. |
Filing footnotes · ownership attribution and instrument terms
F1: Includes direct ownership of 18 shares through Deferred Compensation Plan. Also includes indirect ownership of 3 shares through son.
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 27, 2017 Filed Apr 28, 2017 16:19 UTC | BANNER CORP BANR · Entity 4398 | SaleCommon Stock, $.01 par value per share | 500 | $57.01 | $28,503.75 |
DisclosureSEC source: 0000939057-17-000187 · primary_doc.xml · nonDerivative · entry 3 BENNETT DOUGLAS M · CIK 0001224600 · Executive VP, Banner Bank 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,039 F1 · balance_after: Includes direct ownership of 18 shares through Deferred Compensation Plan. Also includes indirect ownership of 3 shares through son. Read SEC document |
| April 27, 2017 Filed Apr 28, 2017 16:19 UTC | BANNER CORP BANR · Entity 4398 | SaleCommon Stock, $.01 par value per share | 200 | $56.99 | $11,398.00 |
DisclosureSEC source: 0000939057-17-000187 · primary_doc.xml · nonDerivative · entry 2 BENNETT DOUGLAS M · CIK 0001224600 · Executive VP, Banner Bank 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,539 F1 · balance_after: Includes direct ownership of 18 shares through Deferred Compensation Plan. Also includes indirect ownership of 3 shares through son. Read SEC document |
| April 27, 2017 Filed Apr 28, 2017 16:19 UTC | BANNER CORP BANR · Entity 4398 | SaleCommon Stock, $.01 par value per share | 189 | $56.98 | $10,769.22 |
DisclosureSEC source: 0000939057-17-000187 · primary_doc.xml · nonDerivative · entry 1 BENNETT DOUGLAS M · CIK 0001224600 · Executive VP, Banner Bank 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,739 F1 · balance_after: Includes direct ownership of 18 shares through Deferred Compensation Plan. Also includes indirect ownership of 3 shares through son. Read SEC document |
| April 03, 2017 Filed Apr 5, 2017 15:14 UTC | BANNER CORP BANR · Entity 4398 | GrantCommon Stock, $.01 par value per share | 1,753 | $54.98 | $96,385.20 |
DisclosureSEC source: 0000939057-17-000140 · primary_doc.xml · nonDerivative · entry 3 BENNETT DOUGLAS M · CIK 0001224600 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,928 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 18 shares through Deferred Compensation Plan. Also includes indirect ownership of 3 shares through son. Read SEC document |
| April 03, 2017 Filed Apr 5, 2017 15:14 UTC | BANNER CORP BANR · Entity 4398 | GrantCommon Stock, $.01 par value per share | 1,169 | $54.98 | $64,275.13 |
DisclosureSEC source: 0000939057-17-000140 · primary_doc.xml · nonDerivative · entry 2 BENNETT DOUGLAS M · CIK 0001224600 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,175 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 18 shares through Deferred Compensation Plan. Also includes indirect ownership of 3 shares through son. Read SEC document |
| April 01, 2017 Filed Apr 5, 2017 15:14 UTC | BANNER CORP BANR · Entity 4398 | Tax withholdingCommon Stock, $.01 par value per share | 131 | $55.96 | $7,330.11 |
DisclosureSEC source: 0000939057-17-000140 · primary_doc.xml · nonDerivative · entry 1 BENNETT DOUGLAS M · CIK 0001224600 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,006 F1 · shares: Shares relinquished to cover tax obligation on vesting of 480 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 18 shares through Deferred Compensation Plan. Also includes indirect ownership of 3 shares through son. Read SEC document |
| March 28, 2017 Filed Mar 29, 2017 20:22 UTC | BANNER CORP BANR · Entity 4398 | Tax withholdingCommon Stock, $.01 par value per share | 105 | $54.00 | $5,670.00 |
DisclosureSEC source: 0000939057-17-000124 · primary_doc.xml · nonDerivative · entry 2 BENNETT DOUGLAS M · CIK 0001224600 · Executive VP, Banner Bank 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,137 F4 · shares: Shares relinquished to cover tax obligation on vesting of 383 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 18 shares through Deferred Compensation Plan. Also includes indirect ownership of 3 shares through son. Read SEC document |
| March 27, 2017 Filed Mar 29, 2017 20:22 UTC | BANNER CORP BANR · Entity 4398 | Tax withholdingCommon Stock, $.01 par value per share | 95 | $52.75 | $5,011.25 |
DisclosureSEC source: 0000939057-17-000124 · primary_doc.xml · nonDerivative · entry 1 BENNETT DOUGLAS M · CIK 0001224600 · Executive VP, Banner Bank 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,242 F1 · shares: Shares relinquished to cover tax obligation on vesting of 357 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 18 shares through Deferred Compensation Plan. Also includes indirect ownership of 3 shares through son. Read SEC document |
| March 14, 2017 Filed Mar 15, 2017 15:01 UTC | BANNER CORP BANR · Entity 4398 | Disposition to issuerCommon Stock, $.01 par value per share | 1,720 | $0.00 | $0.00 |
DisclosureSEC source: 0000939057-17-000100 · primary_doc.xml · nonDerivative · entry 1 BENNETT DOUGLAS M · CIK 0001224600 · Executive VP, Banner Bank 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,337 F1 · shares: The amount of shares reflects the forfeiture of 1,720 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 18 shares through Deferred Compensation Plan. Also includes indirect ownership of 3 shares through son. Read SEC document |
| December 06, 2016 Filed Dec 7, 2016 18:57 UTC | BANNER CORP BANR · Entity 4398 | SaleCommon Stock, $.01 par value per share | 2,233 | $52.94 | $118,215.02 |
DisclosureSEC source: 0000939057-16-001114 · primary_doc.xml · nonDerivative · entry 1 BENNETT DOUGLAS M · CIK 0001224600 · Executive VP, Banner Bank 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,057 F1 · shares: Represents the sale of shares held through 401(k) Plan. F2 · balance_after: Includes direct ownership of 18 shares through Deferred Compensation Plan. Also includes indirect ownership of 3 shares through son. 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.