Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| BANNER CORPBANR · Entity 4398 | Executive VP, Banner Bank | July 31, 2026 | August 03, 2026 |
| TCF FINANCIAL CORPTCF · Entity 106138 | EVP, Chief Risk Officer | August 01, 2020 | August 04, 2020 |
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 July 31, 2026 · Filed August 03, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Stock, $0.01 par value per shareSEC Table I · non-derivative | Direct | 42,467 |
Reported balance
After 2026-07-31 transaction · row 1
1 source rowRow 1 · 2026-07-31 · Tax withholding · Disposed 386 · Balance 42,467 F1: Shares relinquished to cover tax obligations on vesting of 1,548 shares of restricted stock pursuant to the 2023 Omnibus Incentive Plan. F2: Market price on July 31, 2026. |
Filing footnotes · ownership attribution and instrument terms
F1: Shares relinquished to cover tax obligations on vesting of 1,548 shares of restricted stock pursuant to the 2023 Omnibus Incentive Plan.
F2: Market price on July 31, 2026.
TCF FINANCIAL CORP
Report date August 01, 2020 · Filed August 04, 2020
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 104,324 |
Reported balance
After 2020-08-01 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2020-08-01 · Tax withholding · Disposed 8,887 · Balance 104,324 F1: Shares withheld to satisfy applicable withholding taxes in connection with the conversion of service-based restricted stock units and the related dividend equivalent rights. F2: Includes 1,130 shares acquired pursuant to a dividend reinvestment feature of the issuer's service-based restricted stock units. |
| Common StockSEC Table I · non-derivative | IndirectBy KSOP | 6,758.28 |
Reported balance
Holding disclosure · report date 2020-08-01 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 6,758.28 F3: The filing of this statement shall not be construed as an admission that the undersigned is, for the purpose of Section 16 of the Securities and Exchange Act of 1934 or otherwise, the beneficial owner of the securities. F4: As of 6/30/2020. |
| Common StockSEC Table I · non-derivative | IndirectBy SERP Trust | 7,682.4107 |
Reported balance
Holding disclosure · report date 2020-08-01 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 7,682.4107 F3: The filing of this statement shall not be construed as an admission that the undersigned is, for the purpose of Section 16 of the Securities and Exchange Act of 1934 or otherwise, the beneficial owner of the securities. F4: As of 6/30/2020. F5: The shares noted are derivative securities based on the Reporting Person's benefits under a non-qualified plan. |
Filing footnotes · ownership attribution and instrument terms
F1: Shares withheld to satisfy applicable withholding taxes in connection with the conversion of service-based restricted stock units and the related dividend equivalent rights.
F2: Includes 1,130 shares acquired pursuant to a dividend reinvestment feature of the issuer's service-based restricted stock units.
F3: The filing of this statement shall not be construed as an admission that the undersigned is, for the purpose of Section 16 of the Securities and Exchange Act of 1934 or otherwise, the beneficial owner of the securities.
F4: As of 6/30/2020.
F5: The shares noted are derivative securities based on the Reporting Person's benefits under a non-qualified plan.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
TCF FINANCIAL CORP
Report date August 01, 2019 · Filed August 05, 2019
Section 16 reporting ended · disclosed 2019-08-05. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 54,030 |
Reported balance
After 2019-08-01 transaction · row 1
Sequence does not reconcile; account continuity is unresolved.
1 source rowRow 1 · 2019-08-01 · Grant · Acquired 54,030 · Balance 54,030 F1: Reflects the conversion of restricted stock performance units into service-based restricted stock units, as contemplated by the agreement and plan of merger (the "Merger Agreement") between the issuer and Chemical Financial Corporation, now known as TCF Financial Corporation, a Michigan corporation ("new TCF"). The units are convertible into shares of the issuer's common stock on a one-for-one basis on the applicable vesting dates, subject to certain exceptions. |
| Common StockSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2019-08-01 transaction · row 2
Sequence does not reconcile; account continuity is unresolved.
1 source rowRow 2 · 2019-08-01 · Disposition to issuer · Disposed 94,424 · Balance 0 F2: Disposed of pursuant to the Merger Agreement in exchange for total stock consideration of 47,978 shares of new TCF common stock having a market value of $41.18 per share at the effective time of the merger, which represents an exchange ratio of 0.5081 new TCF shares per share of the issuer's common stock. |
| Common StockSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2019-08-01 transaction · row 3
Sequence does not reconcile; account continuity is unresolved.
1 source rowRow 3 · 2019-08-01 · Disposition to issuer · Disposed 54,030 · Balance 0 F3: In addition, the reporting person held 54,030 service-based restricted stock units of the issuer, convertible into shares of the issuer's common stock on a one-for-one basis, that were assumed by new TCF in the merger and replaced with 27,453 shares of service-based restricted stock units of new TCF that are convertible into shares of new TCF's common stock on a one-for-one basis on the applicable vesting dates, subject to certain exceptions. |
| Common StockSEC Table I · non-derivative | IndirectBy KSOP as of 06/30/2019 | 0 |
Reported balance
After 2019-08-01 transaction · row 4
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 4 · 2019-08-01 · Disposition to issuer · Disposed 10,984.319 · Balance 0 F4: The filing of this statement shall not be construed as an admission that the undersigned is, for the purpose of Section 16 of the Securities and Exchange Act of 1934 or otherwise, the beneficial owner of the securities. F5: Disposed of pursuant to the Merger Agreement in exchange for total stock consideration of 5,581.132 shares of new TCF common stock having a market value of $41.18 per share at the effective time of the merger, which represents an exchange ratio of 0.5081 new TCF shares per share of the issuer's common stock. |
| Common StockSEC Table I · non-derivative | IndirectBy SERP Trust as of 06/30/2019 | 0 |
Reported balance
After 2019-08-01 transaction · row 5
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 5 · 2019-08-01 · Disposition to issuer · Disposed 13,357.185 · Balance 0 F4: The filing of this statement shall not be construed as an admission that the undersigned is, for the purpose of Section 16 of the Securities and Exchange Act of 1934 or otherwise, the beneficial owner of the securities. F6: Disposed of pursuant to the Merger Agreement in exchange for total stock consideration of 6,786.786 shares of new TCF common stock having a market value of $41.18 per share at the effective time of the merger, which represents an exchange ratio of 0.5081 new TCF shares per share of the issuer's common stock. F7: The shares noted are derivative securities based on the Reporting Person's benefits under a non-qualified plan. |
Filing footnotes · ownership attribution and instrument terms
F1: Reflects the conversion of restricted stock performance units into service-based restricted stock units, as contemplated by the agreement and plan of merger (the "Merger Agreement") between the issuer and Chemical Financial Corporation, now known as TCF Financial Corporation, a Michigan corporation ("new TCF"). The units are convertible into shares of the issuer's common stock on a one-for-one basis on the applicable vesting dates, subject to certain exceptions.
F2: Disposed of pursuant to the Merger Agreement in exchange for total stock consideration of 47,978 shares of new TCF common stock having a market value of $41.18 per share at the effective time of the merger, which represents an exchange ratio of 0.5081 new TCF shares per share of the issuer's common stock.
F3: In addition, the reporting person held 54,030 service-based restricted stock units of the issuer, convertible into shares of the issuer's common stock on a one-for-one basis, that were assumed by new TCF in the merger and replaced with 27,453 shares of service-based restricted stock units of new TCF that are convertible into shares of new TCF's common stock on a one-for-one basis on the applicable vesting dates, subject to certain exceptions.
F4: The filing of this statement shall not be construed as an admission that the undersigned is, for the purpose of Section 16 of the Securities and Exchange Act of 1934 or otherwise, the beneficial owner of the securities.
F5: Disposed of pursuant to the Merger Agreement in exchange for total stock consideration of 5,581.132 shares of new TCF common stock having a market value of $41.18 per share at the effective time of the merger, which represents an exchange ratio of 0.5081 new TCF shares per share of the issuer's common stock.
F6: Disposed of pursuant to the Merger Agreement in exchange for total stock consideration of 6,786.786 shares of new TCF common stock having a market value of $41.18 per share at the effective time of the merger, which represents an exchange ratio of 0.5081 new TCF shares per share of the issuer's common stock.
F7: The shares noted are derivative securities based on the Reporting Person's benefits under a non-qualified 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 |
|---|---|---|---|---|---|---|
| January 02, 2018 Filed Jan 4, 2018 16:42 UTC | TCF FINANCIAL CORP TCF · Entity 155683 | Tax withholdingCommon Stock | 1,903 | $20.60 | $39,201.80 |
DisclosureSEC source: 0001519695-18-000009 · edgar.xml · nonDerivative · entry 1 Costa James M · CIK 0001583207 · CRO, CCO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 51,049 F3 · shares: Shares withheld to satisfy reporting person's tax withholding obligation upon the vesting of a restricted stock award. Read SEC document |
| August 01, 2017 Filed Aug 3, 2017 16:18 UTC | TCF FINANCIAL CORP TCF · Entity 155683 | Tax withholdingCommon Stock | 1,681 | $15.87 | $26,677.47 |
DisclosureSEC source: 0001519695-17-000062 · edgar.xml · nonDerivative · entry 1 Costa James M · CIK 0001583207 · CRO, CCO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 52,952 F3 · shares: Shares withheld to satisfy reporting person's tax withholding obligation upon the vesting of a restricted stock award. Read SEC document |
| January 25, 2017 Filed Jan 27, 2017 17:55 UTC | TCF FINANCIAL CORP TCB · Entity 155683 | GrantCommon Stock | 14,675 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001519695-17-000034 · edgar.xml · nonDerivative · entry 1 Costa James M · CIK 0001583207 · CRO, CCO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 54,633 F3 · shares: Restricted stock award pursuant to the Issuer's 2015 Omnibus Incentive Plan (which includes tax withholding rights) in a transaction exempt under Rule 16b-3. F4 · price: Price is not applicable. 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.