Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| COLUMBIA BANKING SYSTEM, INC.COLB · Entity 707 | Director | September 14, 2026 | September 15, 2026 |
| GigCapital8 Corp.GIW · Entity 5500 | Director | October 07, 2025 | October 08, 2025 |
| GigCapital9 Corp.GIX · Entity 5737 | Director | January 28, 2026 | February 02, 2026 |
| UpHealth, Inc.UPHL · Entity 88003 | Director | January 31, 2024 | February 02, 2024 |
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.
COLUMBIA BANKING SYSTEM, INC.
Report date September 14, 2026 · Filed September 15, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Deferred Compensation Phantom StockSEC Table II · derivative / convertible security | IndirectDeferred Compensation | 49,560 |
Reported balance
After 2026-09-14 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2026-09-14 · Grant · Acquired 594 · Balance 49,560 F1: The deferred compensation plan phantom stock was accrued under the Registrant's deferred compensation plan and will be settled in accordance with the terms of the deferred compensation plan following the reporting person's cessation of service as a director of the Registrant. |
Filing footnotes · ownership attribution and instrument terms
F1: The deferred compensation plan phantom stock was accrued under the Registrant's deferred compensation plan and will be settled in accordance with the terms of the deferred compensation plan following the reporting person's cessation of service as a director of the Registrant.
GigCapital8 Corp.
Report date October 07, 2025 · Filed October 08, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A ordinary sharesSEC Table I · non-derivative | Direct | 10,000 |
Reported balance
Holding disclosure · report date 2025-10-07 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 10,000 F1: Includes 10,000 Class A ordinary shares underlying the private placement units purchased concurrently with the initial public offering. Each private placement unit consisting of one Class A ordinary share and one right to receive one-fifth of one Class A ordinary share upon the completion of the Issuer's initial business combination. |
| Class B ordinary sharesSEC Table II · derivative / convertible security | Direct | Not disclosed |
Reported balance
Holding disclosure · report date 2025-10-07 · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · Balance Not disclosed F1: Includes 10,000 Class A ordinary shares underlying the private placement units purchased concurrently with the initial public offering. Each private placement unit consisting of one Class A ordinary share and one right to receive one-fifth of one Class A ordinary share upon the completion of the Issuer's initial business combination. F3: As described in the Issuer's registration statement on Form S-1, as amended (File No. 333-289479) under the heading "Description of Securities-Ordinary Shares", the Class B ordinary shares will automatically convert into Class A ordinary shares at the time of the Issuer's initial business combination or earlier at the option of the holder on a one-for-one basis, subject to certain adjustments described therein and have no expiration date. F2: As a result of the underwriters' full exercise of the over-allotment option to purchase 3,300,000 units on October 7, 2025, no such shares are subject to forfeiture. |
| RightSEC Table II · derivative / convertible security | Direct | Not disclosed |
Reported balance
Holding disclosure · report date 2025-10-07 · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · Balance Not disclosed F4: Includes 10,000 rights underlying the private placement units, which were sold in a private placement taking place simultaneously with the Issuer's initial public offering. Each right is exchangeable for one-fifth of one Class A ordinary share upon the completion of the Issuer's initial business combination. |
Filing footnotes · ownership attribution and instrument terms
F1: Includes 10,000 Class A ordinary shares underlying the private placement units purchased concurrently with the initial public offering. Each private placement unit consisting of one Class A ordinary share and one right to receive one-fifth of one Class A ordinary share upon the completion of the Issuer's initial business combination.
F2: As a result of the underwriters' full exercise of the over-allotment option to purchase 3,300,000 units on October 7, 2025, no such shares are subject to forfeiture.
F3: As described in the Issuer's registration statement on Form S-1, as amended (File No. 333-289479) under the heading "Description of Securities-Ordinary Shares", the Class B ordinary shares will automatically convert into Class A ordinary shares at the time of the Issuer's initial business combination or earlier at the option of the holder on a one-for-one basis, subject to certain adjustments described therein and have no expiration date.
F4: Includes 10,000 rights underlying the private placement units, which were sold in a private placement taking place simultaneously with the Issuer's initial public offering. Each right is exchangeable for one-fifth of one Class A ordinary share upon the completion of the Issuer's initial business combination.
GigCapital9 Corp.
Report date January 28, 2026 · Filed February 02, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A ordinary sharesSEC Table I · non-derivative | Direct | 10,000 |
Reported balance
Holding disclosure · report date 2026-01-28 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 10,000 F1: Includes 10,000 Class A ordinary shares underlying the private placement units purchased concurrently with the consummation of the initial public offering. Each private placement unit consisting of one Class A ordinary share and one right to receive one-fifth of one Class A ordinary share upon the completion of the Issuer's initial business combination. |
| Class B ordinary sharesSEC Table II · derivative / convertible security | Direct | Not disclosed |
Reported balance
Holding disclosure · report date 2026-01-28 · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · Balance Not disclosed F3: As described in the Issuer's registration statement on Form S-1, as amended (File No. 333-291869) under the heading "Description of Securities-Ordinary Shares", the Class B ordinary shares will automatically convert into Class A ordinary shares at the time of the Issuer's initial business combination or earlier at the option of the holder on a one-for-one basis, subject to certain adjustments described therein and have no expiration date. F2: As a result of the underwriters' full exercise of the over-allotment option to purchase 3,300,000 units on January 27, 2026, no such shares are subject to forfeiture. |
| RightsSEC Table II · derivative / convertible security | Direct | Not disclosed |
Reported balance
Holding disclosure · report date 2026-01-28 · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · Balance Not disclosed F4: Includes 10,000 rights underlying the private placement units, which were sold in a private placement taking place simultaneously with the Issuer's initial public offering. Each right is exchangeable for one-fifth of one Class A ordinary share upon the completion of the Issuer's initial business combination. |
Filing footnotes · ownership attribution and instrument terms
F1: Includes 10,000 Class A ordinary shares underlying the private placement units purchased concurrently with the consummation of the initial public offering. Each private placement unit consisting of one Class A ordinary share and one right to receive one-fifth of one Class A ordinary share upon the completion of the Issuer's initial business combination.
F2: As a result of the underwriters' full exercise of the over-allotment option to purchase 3,300,000 units on January 27, 2026, no such shares are subject to forfeiture.
F3: As described in the Issuer's registration statement on Form S-1, as amended (File No. 333-291869) under the heading "Description of Securities-Ordinary Shares", the Class B ordinary shares will automatically convert into Class A ordinary shares at the time of the Issuer's initial business combination or earlier at the option of the holder on a one-for-one basis, subject to certain adjustments described therein and have no expiration date.
F4: Includes 10,000 rights underlying the private placement units, which were sold in a private placement taking place simultaneously with the Issuer's initial public offering. Each right is exchangeable for one-fifth of one Class A ordinary share upon the completion of the Issuer's initial business combination.
UpHealth, Inc.
Report date January 31, 2024 · Filed February 02, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 160,606 |
Reported balance
After 2024-01-31 transaction · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · 2024-01-31 · Grant · Acquired 100,000 · Balance 160,606 F2: Subject to the Reporting Person's continued service to the Company, the Restricted Stock Units ("RSUs") shall vest on January 1, 2025; all RSUs shall immediately vest in the event of a Change of Control (as defined in the UpHealth, Inc. 2021 Equity Incentive Plan) of the Company. |
| Common StockSEC Table I · non-derivative | Direct | 60,606 |
Reported balance
Holding disclosure · report date 2024-01-31 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 60,606 F1: Includes Restricted Stock Units ("Prior RSUs") of UpHealth, Inc. (the "Company"), that are subject to vesting pursuant to previously disclosed vesting schedules. |
Filing footnotes · ownership attribution and instrument terms
F1: Includes Restricted Stock Units ("Prior RSUs") of UpHealth, Inc. (the "Company"), that are subject to vesting pursuant to previously disclosed vesting schedules.
F2: Subject to the Reporting Person's continued service to the Company, the Restricted Stock Units ("RSUs") shall vest on January 1, 2025; all RSUs shall immediately vest in the event of a Change of Control (as defined in the UpHealth, Inc. 2021 Equity Incentive Plan) of the Company.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
UMPQUA HOLDINGS CORP
Report date February 28, 2023 · Filed March 02, 2023
Section 16 reporting ended · disclosed 2023-03-02. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | IndirectIRA | 0 |
Reported balance
After 2023-02-28 transaction · row 1
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 1 · 2023-02-28 · Disposition to issuer · Disposed 175 · Balance 0 F1: Disposed of in connection with the Issuer's merger with Columbia Banking System, Inc. and each share of common stock of Issuer converted into the right to receive 0.5958 of a share of common stock of Columbia, having a market value of $17.71 per share of Issuer Common Stock based on the closing price per share of Columbia Common Stock on the last trading day prior to the merger of $29.73 per share. As a result of the Merger, the reporting person no longer beneficially owns, directly or indirectly, any shares of Issuer Common Stock. |
| Common StockSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2023-02-28 transaction · row 2
1 source rowRow 2 · 2023-02-28 · Disposition to issuer · Disposed 85,880 · Balance 0 F1: Disposed of in connection with the Issuer's merger with Columbia Banking System, Inc. and each share of common stock of Issuer converted into the right to receive 0.5958 of a share of common stock of Columbia, having a market value of $17.71 per share of Issuer Common Stock based on the closing price per share of Columbia Common Stock on the last trading day prior to the merger of $29.73 per share. As a result of the Merger, the reporting person no longer beneficially owns, directly or indirectly, any shares of Issuer Common Stock. F2: Includes 63,714 shares held in a director deferred comp plan. |
Filing footnotes · ownership attribution and instrument terms
F1: Disposed of in connection with the Issuer's merger with Columbia Banking System, Inc. and each share of common stock of Issuer converted into the right to receive 0.5958 of a share of common stock of Columbia, having a market value of $17.71 per share of Issuer Common Stock based on the closing price per share of Columbia Common Stock on the last trading day prior to the merger of $29.73 per share. As a result of the Merger, the reporting person no longer beneficially owns, directly or indirectly, any shares of Issuer Common Stock.
F2: Includes 63,714 shares held in a director deferred comp 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 |
|---|---|---|---|---|---|---|
| February 10, 2017 Filed Mar 25, 2019 15:03 UTC Amendment | UMPQUA HOLDINGS CORP UMPQ · Entity 116177 | OtherCommon Stock | 225 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-19-013109 · form4a.xml · nonDerivative · entry 1 MACHUCA LUIS · CIK 0001133099 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,281 F1 · shares: Correction of dividend reinvestment amount. Read SEC document |
| November 10, 2016 Filed Nov 14, 2016 14:39 UTC | UMPQUA HOLDINGS CORP UMPQ · Entity 116177 | GrantCommon Stock | 1,185 | $0.00 | $0.00 |
DisclosureSEC source: 0001077771-16-000437 · edgardoc.xml · nonDerivative · entry 1 MACHUCA LUIS · CIK 0001133099 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · by Deferred Comp Pln Disclosed balance after: 33,579 F1 · shares: Quarterly payment of equity portion of director compensation retainer; awards of shares made under the shareholder-approved 2013 Incentive Plan. Read SEC document |
| February 10, 2016 Filed Mar 25, 2019 15:00 UTC Amendment | UMPQUA HOLDINGS CORP UMPQ · Entity 116177 | OtherCommon Stock | 113 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-19-013107 · form4a.xml · nonDerivative · entry 1 MACHUCA LUIS · CIK 0001133099 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,537 F1 · shares: Correction of dividend reinvestment amount. Read SEC document |
| December 31, 2014 Filed Mar 25, 2019 14:56 UTC Amendment | UMPQUA HOLDINGS CORP UMPQ · Entity 116177 | OtherCommon Stock | 50 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-19-013104 · form4a.xml · nonDerivative · entry 1 MACHUCA LUIS · CIK 0001133099 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,160 F1 · shares: Correction of dividend reinvestment amount. Read SEC document |
| December 31, 2013 Filed Mar 25, 2019 14:49 UTC Amendment | UMPQUA HOLDINGS CORP UMPQ · Entity 116177 | OtherCommon Stock | 20 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-19-013102 · form5a.xml · nonDerivative · entry 1 MACHUCA LUIS · CIK 0001133099 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,110 F1 · shares: Correction of dividend reinvestment amount. 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.