Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| BANNER CORPBANR · Entity 4398 | Executive VP, Banner Bank | September 14, 2026 | September 15, 2026 |
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 September 14, 2026 · Filed September 15, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Stock, $0.01 par value per shareSEC Table I · non-derivative | Direct | 21,323 |
Reported balance
After 2026-09-14 transaction · row 1
1 source rowRow 1 · 2026-09-14 · Disposition to issuer · Disposed 1,070 · Balance 21,323 |
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 02, 2020 Filed Apr 6, 2020 20:33 UTC | BANNER CORP BANR · Entity 4398 | Tax withholdingCommon Stock, $.01 par value per share | 99 | $31.39 | $3,107.91 |
DisclosureSEC source: 0000939057-20-000151 · primary_doc.xml · nonDerivative · entry 1 McLean James P.G. · CIK 0001702210 · Executive VP, Banner Bank 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,715 F1 · shares: Shares relinquished to cover tax obligations on vesting of 403 shares of restricted stock pursuant to 2014 Omnibus Incentive Plan. F2 · price: Market price on April 2, 2020. Read SEC document |
| March 27, 2020 Filed Mar 31, 2020 20:07 UTC | BANNER CORP BANR · Entity 4398 | Tax withholdingCommon Stock, $.01 par value per share | 102 | $33.08 | $3,374.16 |
DisclosureSEC source: 0000939057-20-000129 · primary_doc.xml · nonDerivative · entry 3 McLean James P.G. · CIK 0001702210 · Executive VP, Banner Bank 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,814 F4 · shares: Shares relinquished to cover tax obligations on vesting of 417 shares of restricted stock pursuant to 2014 Omnibus Incentive Plan. F5 · price: Market price on March 27, 2020. Read SEC document |
| March 27, 2020 Filed Mar 31, 2020 20:07 UTC | BANNER CORP BANR · Entity 4398 | GrantCommon Stock, $.01 par value per share | 3,328 | $33.21 | $110,522.88 |
DisclosureSEC source: 0000939057-20-000129 · primary_doc.xml · nonDerivative · entry 2 McLean James P.G. · CIK 0001702210 · Executive VP, Banner Bank 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,916 F3 · shares: Represents award pursuant to 2018 Omnibus Incentive Plan and is subject to the achievement of specified corporate and individual performance goals over a period that began on January 1, 2020 and ends on December 31, 2022. The extent to which the award vests, if at all, depends on the extent to which the performance goals are satisfied. Each restricted stock unit represents the right to receive one share of the Issuer's Common Stock upon vesting. These restricted stock units are subject to forfeiture and to limits on transferability until they vest. F2 · price: Closing price on March 27, 2020. Read SEC document |
| March 27, 2020 Filed Mar 31, 2020 20:07 UTC | BANNER CORP BANR · Entity 4398 | GrantCommon Stock, $.01 par value per share | 2,219 | $33.21 | $73,692.99 |
DisclosureSEC source: 0000939057-20-000129 · primary_doc.xml · nonDerivative · entry 1 McLean James P.G. · CIK 0001702210 · Executive VP, Banner Bank 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,588 F1 · shares: Represents award pursuant to 2018 Omnibus Incentive Plan; shares vest ratably over a three-year period beginning on March 27, 2020 and ending on the third anniversary thereof. Each restricted stock unit represents the right to receive one share of the Issuer's Common Stock upon vesting. These restricted stock units are subject to forfeiture and to limits on transferability until they vest. F2 · price: Closing price on March 27, 2020. Read SEC document |
| February 18, 2020 Filed Feb 20, 2020 17:20 UTC | BANNER CORP BANR · Entity 4398 | Tax withholdingCommon Stock, $.01 par value per share | 262 | $53.84 | $14,106.08 |
DisclosureSEC source: 0000939057-20-000080 · primary_doc.xml · nonDerivative · entry 2 McLean James P.G. · CIK 0001702210 · Executive VP, Banner Bank 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,369 F3 · shares: Shares relinquished to cover tax obligations on vesting of 876 performance shares pursuant to 2014 Omnibus Incentive Plan. F2 · price: Market price on February 18, 2020 used for administrative purposes. Read SEC document |
| February 18, 2020 Filed Feb 20, 2020 17:20 UTC | BANNER CORP BANR · Entity 4398 | GrantCommon Stock, $.01 par value per share | 876 | $53.84 | $47,163.84 |
DisclosureSEC source: 0000939057-20-000080 · primary_doc.xml · nonDerivative · entry 1 McLean James P.G. · CIK 0001702210 · Executive VP, Banner Bank 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,631 F1 · shares: This award for 1,800 performance shares was originally reported on April 3, 2017 at the maximum performance criteria. This supplements that filing to note the actual number of shares that vested based on the performance results as determined by Banner Corporation's Compensation Committee. F2 · price: Market price on February 18, 2020 used for administrative purposes. Read SEC document |
| April 15, 2019 Filed Apr 16, 2019 13:59 UTC | BANNER CORP BANR · Entity 4398 | Tax withholdingCommon Stock, $.01 par value per share | 48 | $55.96 | $2,685.84 |
DisclosureSEC source: 0000939057-19-000159 · primary_doc.xml · nonDerivative · entry 1 McLean James P.G. · CIK 0001702210 · Executive VP, Banner Bank 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,555 F1 · shares: Shares relinquished to cover tax obligations on vesting of 194 shares of restricted stock pursuant to 2014 Omnibus Incentive Plan. F2 · price: Market price on April 15, 2019. Read SEC document |
| April 03, 2019 Filed Apr 4, 2019 19:05 UTC | BANNER CORP BANR · Entity 4398 | Tax withholdingCommon Stock, $.01 par value per share | 145 | $55.51 | $8,048.95 |
DisclosureSEC source: 0000939057-19-000154 · primary_doc.xml · nonDerivative · entry 2 McLean James P.G. · CIK 0001702210 · Executive VP, Banner Bank 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,603 F3 · shares: Shares relinquished to cover tax obligations on vesting of 590 shares of restricted stock pursuant to 2014 Omnibus Incentive Plan. F4 · price: Market price on April 3, 2019. Read SEC document |
| April 02, 2019 Filed Apr 4, 2019 19:05 UTC | BANNER CORP BANR · Entity 4398 | Tax withholdingCommon Stock, $.01 par value per share | 99 | $55.31 | $5,475.69 |
DisclosureSEC source: 0000939057-19-000154 · primary_doc.xml · nonDerivative · entry 1 McLean James P.G. · CIK 0001702210 · Executive VP, Banner Bank 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,748 F1 · shares: Shares relinquished to cover tax obligations on vesting of 403 shares of restricted stock pursuant to 2014 Omnibus Incentive Plan. F2 · price: Market price on April 2, 2019. Read SEC document |
| March 29, 2019 Filed Apr 2, 2019 18:31 UTC | BANNER CORP BANR · Entity 4398 | GrantCommon Stock, $.01 par value per share | 1,876 | $54.37 | $101,998.12 |
DisclosureSEC source: 0000939057-19-000133 · primary_doc.xml · nonDerivative · entry 2 McLean James P.G. · CIK 0001702210 · Executive VP, Banner Bank 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,847 F3 · 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, 2019 and ends on December 31, 2021. The extent to which the award vests, if at all, depends on the extent to which the performance goals are satisfied. Each restricted stock unit represents the right to receive one share of the Issuer's Common Stock upon vesting. These restricted stock units are subject to forfeiture and to limits on transferability until they vest. F2 · price: Market price on March 29, 2019. Read SEC document |
| March 29, 2019 Filed Apr 2, 2019 18:31 UTC | BANNER CORP BANR · Entity 4398 | GrantCommon Stock, $.01 par value per share | 1,251 | $54.37 | $68,016.87 |
DisclosureSEC source: 0000939057-19-000133 · primary_doc.xml · nonDerivative · entry 1 McLean James P.G. · CIK 0001702210 · Executive VP, Banner Bank 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,971 F1 · shares: Represents award pursuant to 2014 Omnibus Incentive Plan; shares vest ratably over a three-year period beginning on March 29, 2019 and ending on the third anniversary thereof. Each restricted stock unit represents the right to receive one share of the Issuer's Common Stock upon vesting. These restricted stock units are subject to forfeiture and to limits on transferability until they vest. F2 · price: Market price on March 29, 2019. Read SEC document |
| March 04, 2019 Filed Mar 4, 2019 15:14 UTC | BANNER CORP BANR · Entity 4398 | Tax withholdingCommon Stock, $.01 par value per share | 50 | $62.18 | $3,108.90 |
DisclosureSEC source: 0000939057-19-000086 · primary_doc.xml · nonDerivative · entry 1 McLean James P.G. · CIK 0001702210 · Executive VP, Banner Bank 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,720 F1 · shares: Shares relinquished to cover tax obligations on vesting of 167 shares of restricted stock pursuant to 2014 Omnibus Incentive Plan. F2 · price: Market price on March 1, 2019. Read SEC document |
| April 16, 2018 Filed Apr 17, 2018 14:12 UTC | BANNER CORP BANR · Entity 4398 | Tax withholdingCommon Stock, $.01 par value per share | 48 | $55.80 | $2,678.40 |
DisclosureSEC source: 0000939057-18-000175 · primary_doc.xml · nonDerivative · entry 1 McLean James P.G. · CIK 0001702210 · Executive VP, Banner Bank 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,770 F1 · shares: Shares relinquished to cover tax obligations on vesting of 194 shares of restricted stock pursuant to 2014 Omnibus Incentive Plan. F2 · price: Market price on April 13, 2018. Read SEC document |
| April 03, 2018 Filed Apr 5, 2018 16:11 UTC | BANNER CORP BANR · Entity 4398 | Tax withholdingCommon Stock, $.01 par value per share | 140 | $54.93 | $7,690.20 |
DisclosureSEC source: 0000939057-18-000170 · primary_doc.xml · nonDerivative · entry 1 McLean James P.G. · CIK 0001702210 · Executive VP, Banner Bank 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,818 F1 · shares: Shares relinquished to cover tax obligations on vesting of 590 shares of restricted stock pursuant to 2014 Omnibus Incentive Plan. F2 · price: Market price on April 3, 2018. Read SEC document |
| April 02, 2018 Filed Apr 3, 2018 17:46 UTC | BANNER CORP BANR · Entity 4398 | GrantCommon Stock, $.01 par value per share | 1,815 | $54.88 | $99,607.20 |
DisclosureSEC source: 0000939057-18-000151 · primary_doc.xml · nonDerivative · entry 2 McLean James P.G. · CIK 0001702210 · Executive VP, Banner Bank 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,958 F3 · 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, 2018 and ends on December 31, 2020. The extent to which the award vests, if at all, depends on the extent to which the performance goals are satisfied. Each restricted stock unit represents the right to receive one share of the Issuer's Common Stock upon vesting. These restricted stock units are subject to forfeiture and to limits on transferability until they vest. F2 · price: Market price on April 2, 2018. Read SEC document |
| April 02, 2018 Filed Apr 3, 2018 17:46 UTC | BANNER CORP BANR · Entity 4398 | GrantCommon Stock, $.01 par value per share | 1,210 | $54.88 | $66,404.80 |
DisclosureSEC source: 0000939057-18-000151 · primary_doc.xml · nonDerivative · entry 1 McLean James P.G. · CIK 0001702210 · Executive VP, Banner Bank 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,143 F1 · shares: Represents award pursuant to 2014 Omnibus Incentive Plan; shares vest ratably over a three-year period beginning on April 2, 2018 and ending on the third anniversary thereof. Each restricted stock unit represents the right to receive one share of the Issuer's Common Stock upon vesting. These restricted stock units are subject to forfeiture and to limits on transferability until they vest. F2 · price: Market price on April 2, 2018. Read SEC document |
| March 27, 2018 Filed Mar 28, 2018 18:53 UTC | BANNER CORP BANR · Entity 4398 | Tax withholdingCommon Stock, $.01 par value per share | 42 | $55.54 | $2,332.68 |
DisclosureSEC source: 0000939057-18-000123 · primary_doc.xml · nonDerivative · entry 1 McLean James P.G. · CIK 0001702210 · Executive VP, Banner Bank 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,933 F1 · shares: Shares relinquished to cover tax obligations on vesting of 177 shares of restricted stock pursuant to the 2012 Restricted Stock and Incentive Bonus Plan. F2 · price: Market price on March 27, 2018. Read SEC document |
| March 02, 2018 Filed Mar 5, 2018 15:33 UTC | BANNER CORP BANR · Entity 4398 | Tax withholdingCommon Stock, $.01 par value per share | 50 | $55.51 | $2,775.50 |
DisclosureSEC source: 0000939057-18-000072 · primary_doc.xml · nonDerivative · entry 1 McLean James P.G. · CIK 0001702210 · Executive VP, Banner Bank 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,975 F1 · shares: Shares relinquished to cover tax obligations on vesting of 167 shares of restricted stock pursuant to the 2014 Omnibus Incentive Plan. F2 · price: Market price on March 2, 2018. Read SEC document |
| February 20, 2018 Filed Feb 22, 2018 14:55 UTC | BANNER CORP BANR · Entity 4398 | Tax withholdingCommon Stock, $.01 par value per share | 37 | $54.13 | $2,002.81 |
DisclosureSEC source: 0000939057-18-000067 · primary_doc.xml · nonDerivative · entry 1 McLean James P.G. · CIK 0001702210 · Executive VP, Banner Bank 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,025 F1 · shares: Shares relinquished to cover tax obligations on vesting of 122 shares of restricted stock pursuant to the 2012 Restricted Stock Plan. F2 · price: Market price on February 20, 2018. Read SEC document |
| April 15, 2017 Filed Apr 18, 2017 17:17 UTC | BANNER CORP BANR · Entity 4398 | Tax withholdingCommon Stock, $.01 par value per share | 54 | $52.96 | $2,859.84 |
DisclosureSEC source: 0000939057-17-000160 · primary_doc.xml · nonDerivative · entry 1 McLean James P.G. · CIK 0001702210 · Executive VP, Banner Bank 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,062 F1 · shares: Shares relinquished to cover tax obligations on vesting of 194 shares of restricted stock pursuant to 2014 Omnibus Incentive Plan. F2 · price: Market price on April 13, 2017. Read SEC document |
| April 03, 2017 Filed Apr 5, 2017 14:35 UTC | BANNER CORP BANR · Entity 4398 | GrantCommon Stock, $.01 par value per share | 1,800 | $55.98 | $100,769.40 |
DisclosureSEC source: 0000939057-17-000138 · primary_doc.xml · nonDerivative · entry 2 McLean James P.G. · CIK 0001702210 · Executive VP, Banner Bank 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,116 F3 · 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. F2 · price: Market price on April 3, 2017. Read SEC document |
| April 03, 2017 Filed Apr 5, 2017 14:35 UTC | BANNER CORP BANR · Entity 4398 | GrantCommon Stock, $.01 par value per share | 1,770 | $55.98 | $99,089.91 |
DisclosureSEC source: 0000939057-17-000138 · primary_doc.xml · nonDerivative · entry 1 McLean James P.G. · CIK 0001702210 · Executive VP, Banner Bank 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,316 F1 · 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. F2 · price: Market price on April 3, 2017. 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.