Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| BANNER CORPBANR · Entity 4398 | Director | June 01, 2026 | June 02, 2026 |
| California BanCorpCALB · Entity 88623 | Director | July 18, 2024 | July 22, 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.
BANNER CORP
Report date June 01, 2026 · Filed June 02, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Stock, $0.01 par value per shareSEC Table I · non-derivative | Direct | 1,789 |
Reported balance
After 2026-06-01 transaction · row 1
1 source rowRow 1 · 2026-06-01 · Grant · Acquired 1,007 · Balance 1,789 F1: Represents award of restricted stock pursuant to 2023 Omnibus Incentive Plan; shares vest fully on May 19, 2027. These shares are subject to forfeiture and to limits on transferability until they vest. F2: The closing trading price of the common stock on the date of the grant was $62.89. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents award of restricted stock pursuant to 2023 Omnibus Incentive Plan; shares vest fully on May 19, 2027. These shares are subject to forfeiture and to limits on transferability until they vest.
F2: The closing trading price of the common stock on the date of the grant was $62.89.
California BanCorp
Report date July 18, 2024 · Filed July 22, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 5,683 |
Reported balance
After 2024-07-18 transaction · row 1
1 source rowRow 1 · 2024-07-18 · Grant · Acquired 1,399 · Balance 5,683 F1: Represents annual grant of restricted stock units. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents annual grant of restricted stock units.
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 |
|---|---|---|---|---|---|---|
| June 01, 2026 Filed Jun 2, 2026 18:59 UTC | BANNER CORP BANR · Entity 4398 | GrantCommon Stock, $0.01 par value per share | 1,007 | $62.89 | $63,330.23 |
DisclosureSEC source: 0000946673-26-000153 · form4.xml · nonDerivative · entry 1 Tracey Millicent C. · CIK 0001876557 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,789 F1 · shares: Represents award of restricted stock pursuant to 2023 Omnibus Incentive Plan; shares vest fully on May 19, 2027. These shares are subject to forfeiture and to limits on transferability until they vest. F2 · price: The closing trading price of the common stock on the date of the grant was $62.89. Read SEC document |
| November 03, 2025 Filed Nov 5, 2025 17:16 UTC | BANNER CORP BANR · Entity 4398 | GrantCommon Stock, $0.01 par value per share | 782 | $60.91 | $47,631.62 |
DisclosureSEC source: 0000946673-25-000093 · form4.xml · nonDerivative · entry 1 Tracey Millicent C. · CIK 0001876557 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 782 F1 · shares: Represents award pursuant to 2023 Omnibus Incentive Plan; shares vest fully on May 20, 2026. Each restricted stock unit represents the right to receive one share of the Issuer's Common Stock upon vesting. F2 · price: Closing price on November 3, 2025. Read SEC document |
| July 18, 2024 Filed Jul 22, 2024 19:23 UTC | California BanCorp CALB · Entity 88623 | GrantCommon Stock | 1,399 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-085390 · ownership.xml · nonDerivative · entry 1 Tracey Millicent C. · CIK 0001876557 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,683 F1 · shares: Represents annual grant of restricted stock units. Read SEC document |
| February 01, 2024 Filed Feb 5, 2024 16:30 UTC | California BanCorp CALB · Entity 88623 | GrantCommon Stock | 362 | $24.89 | $9,010.18 |
DisclosureSEC source: 0000950170-24-011277 · ownership.xml · nonDerivative · entry 1 Tracey Millicent C. · CIK 0001876557 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,284 F1 · shares: These shares were issued to the reporting person under the issuer's Amended and Restated 2017 Equty Incentive Plan in lieu of director retainer and meeting fees. Read SEC document |
| October 31, 2023 Filed Nov 2, 2023 16:30 UTC | California BanCorp CALB · Entity 88623 | GrantCommon Stock | 440 | $20.47 | $9,006.80 |
DisclosureSEC source: 0000950170-23-058272 · ownership.xml · nonDerivative · entry 1 Tracey Millicent C. · CIK 0001876557 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,922 F1 · shares: These shares were issued to the reporting person under the issuer's Amended and Restated 2017 Equty Incentive Plan in lieu of director retainer and meeting fees. Read SEC document |
| August 01, 2023 Filed Aug 18, 2023 16:32 UTC | California BanCorp CALB · Entity 88623 | GrantCommon Stock | 484 | $18.60 | $9,002.40 |
DisclosureSEC source: 0000950170-23-043486 · ownership.xml · nonDerivative · entry 1 Tracey Millicent C. · CIK 0001876557 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,306 F1 · shares: These shares were issued to the reporting person under the issuer's Amended and Restated 2017 Equty Incentive Plan in lieu of director retainer and meeting fees of $9,000. Read SEC document |
| May 18, 2023 Filed May 22, 2023 17:06 UTC | California BanCorp CALB · Entity 88623 | GrantCommon Stock | 2,340 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-23-013584 · doc4.xml · nonDerivative · entry 1 Tracey Millicent C. · CIK 0001876557 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,822 F1 · shares: Annual grant of restricted stock units. Vests in full on May 16, 2024, subject to the reporting person's continuous service. Read SEC document |
| May 01, 2023 Filed May 3, 2023 20:18 UTC | California BanCorp CALB · Entity 88623 | GrantCommon Stock | 544 | $16.57 | $9,014.08 |
DisclosureSEC source: 0000899243-23-012162 · doc4.xml · nonDerivative · entry 1 Tracey Millicent C. · CIK 0001876557 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,482 F1 · shares: These shares were issued to the reporting person under the issuer's Amended and Restated 2017 Equty Incentive Plan in lieu of director retainer and meeting fees. Read SEC document |
| June 16, 2022 Filed Jun 21, 2022 16:30 UTC | California BanCorp CALB · Entity 88623 | GrantCommon Stock | 1,538 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-22-023379 · doc4.xml · nonDerivative · entry 1 Tracey Millicent C. · CIK 0001876557 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,938 F1 · shares: Represents annual grant of restricted stock units. The restricted stock units vest on May 18, 2023, subject to the reporting person's continuous service. Read SEC document |
| July 29, 2021 Filed Aug 3, 2021 19:34 UTC | California BanCorp CALB · Entity 88623 | GrantCommon Stock | 1,400 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-21-031389 · doc4.xml · nonDerivative · entry 1 Tracey Millicent C. · CIK 0001876557 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,400 F1 · shares: Represents a restricted stock unit that vests in full on June 30, 2022, subject to the reporting person's continued service. 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.