Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| BANNER CORPBANR · Entity 4398 | Executive VP, Banner Bank | April 02, 2026 | April 03, 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 April 02, 2026 · Filed April 03, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Stock, $0.01 par value per shareSEC Table I · non-derivative | Direct | 35,646 |
Reported balance
After 2026-04-02 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-04-02 · Tax withholding · Disposed 118 · Balance 35,646 F1: Shares relinquished to cover tax obligations on vesting of 484 shares of restricted stock pursuant to 2018 Omnibus Incentive Plan. F2: Market price on April 2, 2026. F3: Includes direct ownership of 825 shares through IRA. |
Filing footnotes · ownership attribution and instrument terms
F1: Shares relinquished to cover tax obligations on vesting of 484 shares of restricted stock pursuant to 2018 Omnibus Incentive Plan.
F2: Market price on April 2, 2026.
F3: Includes direct ownership of 825 shares through IRA.
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 01, 2019 Filed Apr 2, 2019 18:37 UTC | BANNER CORP BANR · Entity 4398 | Tax withholdingCommon Stock, $.01 par value per share | 107 | $55.02 | $5,887.14 |
DisclosureSEC source: 0000939057-19-000134 · primary_doc.xml · nonDerivative · entry 3 Reed James T Jr · CIK 0001568808 · Executive VP, Banner Bank 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,368 F5 · shares: Shares relinquished to cover tax obligations on vesting of 439 shares of restricted stock pursuant to 2014 Omnibus Incentive Plan. F6 · price: Market price on April 1, 2019. F3 · balance_after: Includes direct ownership of 825 shares through IRA. Read SEC document |
| March 29, 2019 Filed Apr 2, 2019 18:37 UTC | BANNER CORP BANR · Entity 4398 | GrantCommon Stock, $.01 par value per share | 1,861 | $54.37 | $101,182.57 |
DisclosureSEC source: 0000939057-19-000134 · primary_doc.xml · nonDerivative · entry 2 Reed James T Jr · CIK 0001568808 · Executive VP, Banner Bank 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,475 F4 · 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. F3 · balance_after: Includes direct ownership of 825 shares through IRA. Read SEC document |
| March 29, 2019 Filed Apr 2, 2019 18:37 UTC | BANNER CORP BANR · Entity 4398 | GrantCommon Stock, $.01 par value per share | 1,241 | $54.37 | $67,473.17 |
DisclosureSEC source: 0000939057-19-000134 · primary_doc.xml · nonDerivative · entry 1 Reed James T Jr · CIK 0001568808 · Executive VP, Banner Bank 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,614 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. F3 · balance_after: Includes direct ownership of 825 shares through IRA. Read SEC document |
| February 25, 2019 Filed Feb 25, 2019 20:21 UTC | BANNER CORP BANR · Entity 4398 | Tax withholdingCommon Stock, $.01 par value per share | 198 | $61.29 | $12,135.02 |
DisclosureSEC source: 0000939057-19-000077 · primary_doc.xml · nonDerivative · entry 2 Reed James T Jr · CIK 0001568808 · Executive VP, Banner Bank 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,373 F4 · shares: Shares relinquished to cover tax obligations on vesting of 659 performance shares pursuant to 2014 Omnibus Incentive Plan. F2 · price: Market price on February 19, 2019 used for administrative purposes. F3 · balance_after: Includes direct ownership of 825 shares through IRA. Read SEC document |
| February 25, 2019 Filed Feb 25, 2019 20:21 UTC | BANNER CORP BANR · Entity 4398 | GrantCommon Stock, $.01 par value per share | 659 | $61.29 | $40,388.79 |
DisclosureSEC source: 0000939057-19-000077 · primary_doc.xml · nonDerivative · entry 1 Reed James T Jr · CIK 0001568808 · Executive VP, Banner Bank 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,571 F1 · shares: This award for 1,976 performance shares was originally reported on April 5, 2016 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 19, 2019 used for administrative purposes. F3 · balance_after: Includes direct ownership of 825 shares through IRA. Read SEC document |
| April 03, 2018 Filed Apr 5, 2018 15:12 UTC | BANNER CORP BANR · Entity 4398 | Tax withholdingCommon Stock, $.01 par value per share | 96 | $54.93 | $5,273.28 |
DisclosureSEC source: 0000939057-18-000160 · primary_doc.xml · nonDerivative · entry 1 Reed James T Jr · CIK 0001568808 · Executive VP, Banner Bank 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,888 F1 · shares: Shares relinquished to cover tax obligations on vesting of 398 shares of restricted stock pursuant to 2014 Omnibus Incentive Plan. F2 · price: Market price on April 3, 2018. F3 · balance_after: Includes direct ownership of 825 shares through IRA. Read SEC document |
| April 02, 2018 Filed Apr 3, 2018 17:00 UTC | BANNER CORP BANR · Entity 4398 | GrantCommon Stock, $.01 par value per share | 1,800 | $54.88 | $98,784.00 |
DisclosureSEC source: 0000939057-18-000147 · primary_doc.xml · nonDerivative · entry 3 Reed James T Jr · CIK 0001568808 · Executive VP, Banner Bank 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,984 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, 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. F5 · price: Market price on April 2, 2018. F3 · balance_after: Includes direct ownership of 825 shares through IRA. Read SEC document |
| April 02, 2018 Filed Apr 3, 2018 17:00 UTC | BANNER CORP BANR · Entity 4398 | GrantCommon Stock, $.01 par value per share | 1,200 | $54.88 | $65,856.00 |
DisclosureSEC source: 0000939057-18-000147 · primary_doc.xml · nonDerivative · entry 2 Reed James T Jr · CIK 0001568808 · Executive VP, Banner Bank 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,184 F4 · 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. F5 · price: Market price on April 2, 2018. F3 · balance_after: Includes direct ownership of 825 shares through IRA. Read SEC document |
| April 02, 2018 Filed Apr 3, 2018 17:00 UTC | BANNER CORP BANR · Entity 4398 | Tax withholdingCommon Stock, $.01 par value per share | 103 | $55.29 | $5,694.87 |
DisclosureSEC source: 0000939057-18-000147 · primary_doc.xml · nonDerivative · entry 1 Reed James T Jr · CIK 0001568808 · Executive VP, Banner Bank 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,984 F1 · shares: Shares relinquished to cover tax obligations on vesting of 439 shares of restricted stock pursuant to 2014 Omnibus Incentive Plan. F2 · price: Market price on March 29, 2018. F3 · balance_after: Includes direct ownership of 825 shares through IRA. Read SEC document |
| March 27, 2018 Filed Mar 28, 2018 19:39 UTC | BANNER CORP BANR · Entity 4398 | Tax withholdingCommon Stock, $.01 par value per share | 74 | $55.54 | $4,109.96 |
DisclosureSEC source: 0000939057-18-000127 · primary_doc.xml · nonDerivative · entry 1 Reed James T Jr · CIK 0001568808 · Executive VP, Banner Bank 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,087 F1 · shares: Shares relinquished to cover tax obligations on vesting of 314 shares of restricted stock pursuant to 2014 Omnibus Incentive Plan. F2 · price: Market price on March 27, 2018. F3 · balance_after: Includes direct ownership of 825 shares through IRA. Read SEC document |
| March 09, 2018 Filed Mar 9, 2018 19:24 UTC | BANNER CORP BANR · Entity 4398 | Disposition to issuerCommon Stock, $.01 par value per share | 1,414 | $0.00 | $0.00 |
DisclosureSEC source: 0000939057-18-000090 · primary_doc.xml · nonDerivative · entry 1 Reed James T Jr · CIK 0001568808 · Executive VP, Banner Bank 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,161 F1 · shares: The amount of shares reflects the forfeiture of 1,414 shares of restricted stock based on the results of the performance-based metrics of the restricted stock during the period from January 1, 2015 to December 31, 2017. F2 · balance_after: Includes direct ownership of 825 shares through IRA. Read SEC document |
| April 03, 2017 Filed Apr 5, 2017 16:20 UTC | BANNER CORP BANR · Entity 4398 | GrantCommon Stock, $.01 par value per share | 1,792 | $54.98 | $98,529.54 |
DisclosureSEC source: 0000939057-17-000148 · primary_doc.xml · nonDerivative · entry 3 Reed James T Jr · CIK 0001568808 · Executive VP, Banner Bank 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,575 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 825 shares through IRA. Read SEC document |
| April 03, 2017 Filed Apr 5, 2017 16:20 UTC | BANNER CORP BANR · Entity 4398 | GrantCommon Stock, $.01 par value per share | 1,195 | $54.98 | $65,704.69 |
DisclosureSEC source: 0000939057-17-000148 · primary_doc.xml · nonDerivative · entry 2 Reed James T Jr · CIK 0001568808 · Executive VP, Banner Bank 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,783 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 825 shares through IRA. Read SEC document |
| April 01, 2017 Filed Apr 5, 2017 16:20 UTC | BANNER CORP BANR · Entity 4398 | Tax withholdingCommon Stock, $.01 par value per share | 119 | $55.96 | $6,658.65 |
DisclosureSEC source: 0000939057-17-000148 · primary_doc.xml · nonDerivative · entry 1 Reed James T Jr · CIK 0001568808 · Executive VP, Banner Bank 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,588 F1 · shares: Shares relinquished to cover tax obligation on vesting of 439 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 825 shares through IRA. Read SEC document |
| March 28, 2017 Filed Mar 29, 2017 20:54 UTC | BANNER CORP BANR · Entity 4398 | Tax withholdingCommon Stock, $.01 par value per share | 93 | $54.00 | $5,022.00 |
DisclosureSEC source: 0000939057-17-000126 · primary_doc.xml · nonDerivative · entry 2 Reed James T Jr · CIK 0001568808 · Executive VP, Banner Bank 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,707 F4 · shares: Shares relinquished to cover tax obligation on vesting of 337 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 825 shares through IRA. Read SEC document |
| March 28, 2017 Filed Mar 30, 2017 18:55 UTC Amendment | BANNER CORP BANR · Entity 4398 | Tax withholdingCommon Stock, $.01 par value per share | 93 | $54.00 | $5,022.00 |
DisclosureSEC source: 0000939057-17-000134 · primary_doc.xml · nonDerivative · entry 2 Reed James T Jr · CIK 0001568808 · Executive VP, Banner Bank 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,707 F1 · security: This Form 4/A amends and restates the Form 4 filed on March 29, 2017 and is being filed to indicate that these shares were disposed of, instead of acquired. F5 · shares: Shares relinquished to cover tax obligation on vesting of 337 shares of restricted stock pursuant to 2012 Restricted Stock and Incentive Bonus Plan. F6 · price: Market price on March 28, 2017. F4 · balance_after: Includes direct ownership of 825 shares through IRA. Read SEC document |
| March 27, 2017 Filed Mar 29, 2017 20:54 UTC | BANNER CORP BANR · Entity 4398 | Tax withholdingCommon Stock, $.01 par value per share | 84 | $52.75 | $4,431.00 |
DisclosureSEC source: 0000939057-17-000126 · primary_doc.xml · nonDerivative · entry 1 Reed James T Jr · CIK 0001568808 · Executive VP, Banner Bank 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,800 F1 · shares: Shares relinquished to cover tax obligation on vesting of 314 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 825 shares through IRA. Read SEC document |
| March 27, 2017 Filed Mar 30, 2017 18:55 UTC Amendment | BANNER CORP BANR · Entity 4398 | Tax withholdingCommon Stock, $.01 par value per share | 84 | $52.75 | $4,431.00 |
DisclosureSEC source: 0000939057-17-000134 · primary_doc.xml · nonDerivative · entry 1 Reed James T Jr · CIK 0001568808 · Executive VP, Banner Bank 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,800 F2 · shares: Shares relinquished to cover tax obligation on vesting of 314 shares of restricted stock pursuant to 2014 Omnibus Incentive Plan. F3 · price: Market price on March 27, 2017. F4 · balance_after: Includes direct ownership of 825 shares through IRA. Read SEC document |
| March 14, 2017 Filed Mar 15, 2017 15:50 UTC | BANNER CORP BANR · Entity 4398 | Disposition to issuerCommon Stock, $.01 par value per share | 1,514 | $0.00 | $0.00 |
DisclosureSEC source: 0000939057-17-000104 · primary_doc.xml · nonDerivative · entry 1 Reed James T Jr · CIK 0001568808 · Executive VP, Banner Bank 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,884 F1 · shares: The amount of shares reflects the forfeiture of 1,514 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 825 shares through IRA. 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.