Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| COLUMBIA BANKING SYSTEM, INC.COLB · Entity 707 | EVP Chief Credit Officer | March 13, 2026 | March 18, 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.
COLUMBIA BANKING SYSTEM, INC.
Report date March 13, 2026 · Filed March 18, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 31,923 |
Ending reported balance
After 2026-03-13 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2026-03-13 · Exercise / conversion · Acquired 2,820 · Balance 33,290 Row 2 · 2026-03-13 · Tax withholding · Disposed 1,367 · Balance 31,923 |
| Restricted Stock UnitSEC Table II · derivative / convertible security | Direct | 13,640 |
Reported balance
After 2026-03-13 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2026-03-13 · Exercise / conversion · Disposed 2,820 · Balance 13,640 F1: Restricted Stock Units convert into common stock on a one-for-one basis. On February 25, 2025, the reporting person was granted 8,458 Restricted Stock Units, which vest in three annual installments beginning on March 13, 2026. |
| Common StockSEC Table I · non-derivative | Indirectby 401(k) | 4,179 |
Reported balance
Holding disclosure · report date 2026-03-13 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 4,179 |
Filing footnotes · ownership attribution and instrument terms
F1: Restricted Stock Units convert into common stock on a one-for-one basis. On February 25, 2025, the reporting person was granted 8,458 Restricted Stock Units, which vest in three annual installments beginning on March 13, 2026.
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 | Direct | 0 |
Ending reported balance
After 2023-02-28 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2023-02-28 · Tax withholding · Disposed 1,667 · Balance 61,518 F1: Payment of a portion of the tax liability by delivering or withholding securities incident to the receipt or vesting of a security issued in accordance with Rule 16b-3. Row 2 · 2023-02-28 · Disposition to issuer · Disposed 61,518 · Balance 0 F2: Disposed of with the Issuer's merger with Columbia Banking System. Each share of Issuer stock converted into a right to receive 0.5958 of a share of Columbia stock, with a market value of $17.71 per share of Issuer stock based on the closing price of Columbia stock on the last trading day prior to the merger of $29.73 per share. Each Issuer restricted and performance stock unit award was disposed of in exchange for restricted stock unit awards in respect of Columbia stock equal to the product of the number of shares of Issuer stock subject to the award multiplied by 0.5958. Each Columbia award will be subject to the terms and conditions (excluding performance-based vesting) of the converted Issuer award prior to the merger. The number of shares subject to the performance award was determined based on performance levels deemed satisfied as set forth in the merger agreement. As a result of the merger the reporting person no longer beneficially owns any shares of Issuer stock. |
| Common StockSEC Table I · non-derivative | Indirectby 401(k) | 0 |
Reported balance
After 2023-02-28 transaction · row 3
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 3 · 2023-02-28 · Disposition to issuer · Disposed 4,368 · Balance 0 F2: Disposed of with the Issuer's merger with Columbia Banking System. Each share of Issuer stock converted into a right to receive 0.5958 of a share of Columbia stock, with a market value of $17.71 per share of Issuer stock based on the closing price of Columbia stock on the last trading day prior to the merger of $29.73 per share. Each Issuer restricted and performance stock unit award was disposed of in exchange for restricted stock unit awards in respect of Columbia stock equal to the product of the number of shares of Issuer stock subject to the award multiplied by 0.5958. Each Columbia award will be subject to the terms and conditions (excluding performance-based vesting) of the converted Issuer award prior to the merger. The number of shares subject to the performance award was determined based on performance levels deemed satisfied as set forth in the merger agreement. As a result of the merger the reporting person no longer beneficially owns any shares of Issuer stock. |
| Common StockSEC Table I · non-derivative | Indirectby SRP Plan | 0 |
Reported balance
After 2023-02-28 transaction · row 4
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 4 · 2023-02-28 · Disposition to issuer · Disposed 4,003 · Balance 0 F2: Disposed of with the Issuer's merger with Columbia Banking System. Each share of Issuer stock converted into a right to receive 0.5958 of a share of Columbia stock, with a market value of $17.71 per share of Issuer stock based on the closing price of Columbia stock on the last trading day prior to the merger of $29.73 per share. Each Issuer restricted and performance stock unit award was disposed of in exchange for restricted stock unit awards in respect of Columbia stock equal to the product of the number of shares of Issuer stock subject to the award multiplied by 0.5958. Each Columbia award will be subject to the terms and conditions (excluding performance-based vesting) of the converted Issuer award prior to the merger. The number of shares subject to the performance award was determined based on performance levels deemed satisfied as set forth in the merger agreement. As a result of the merger the reporting person no longer beneficially owns any shares of Issuer stock. |
Filing footnotes · ownership attribution and instrument terms
F1: Payment of a portion of the tax liability by delivering or withholding securities incident to the receipt or vesting of a security issued in accordance with Rule 16b-3.
F2: Disposed of with the Issuer's merger with Columbia Banking System. Each share of Issuer stock converted into a right to receive 0.5958 of a share of Columbia stock, with a market value of $17.71 per share of Issuer stock based on the closing price of Columbia stock on the last trading day prior to the merger of $29.73 per share. Each Issuer restricted and performance stock unit award was disposed of in exchange for restricted stock unit awards in respect of Columbia stock equal to the product of the number of shares of Issuer stock subject to the award multiplied by 0.5958. Each Columbia award will be subject to the terms and conditions (excluding performance-based vesting) of the converted Issuer award prior to the merger. The number of shares subject to the performance award was determined based on performance levels deemed satisfied as set forth in the merger agreement. As a result of the merger the reporting person no longer beneficially owns any shares of Issuer stock.
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 |
|---|---|---|---|---|---|---|
| March 13, 2026 Filed Mar 18, 2026 00:39 UTC | COLUMBIA BANKING SYSTEM, INC. COLB · Entity 707 | Exercise / conversionRestricted Stock Unit · Derivative | 2,820 | $0.00 | $0.00 |
DisclosureSEC source: 0001759802-26-000008 · wk-form4_1773794356.xml · derivative · entry 4 Namdar Frank · CIK 0001759802 · EVP Chief Credit Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,640 Underlying: Common Stock · 2,820 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Restricted Stock Units convert into common stock on a one-for-one basis. On February 25, 2025, the reporting person was granted 8,458 Restricted Stock Units, which vest in three annual installments beginning on March 13, 2026. F1 · derivative.exercise_date: Restricted Stock Units convert into common stock on a one-for-one basis. On February 25, 2025, the reporting person was granted 8,458 Restricted Stock Units, which vest in three annual installments beginning on March 13, 2026. F1 · derivative.expiration_date: Restricted Stock Units convert into common stock on a one-for-one basis. On February 25, 2025, the reporting person was granted 8,458 Restricted Stock Units, which vest in three annual installments beginning on March 13, 2026. Read SEC document |
| March 13, 2026 Filed Mar 18, 2026 00:39 UTC | COLUMBIA BANKING SYSTEM, INC. COLB · Entity 707 | Tax withholdingCommon Stock | 1,367 | $26.23 | $35,856.41 |
DisclosureSEC source: 0001759802-26-000008 · wk-form4_1773794356.xml · nonDerivative · entry 2 Namdar Frank · CIK 0001759802 · EVP Chief Credit Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 31,923 Read SEC document |
| March 13, 2026 Filed Mar 18, 2026 00:39 UTC | COLUMBIA BANKING SYSTEM, INC. COLB · Entity 707 | Exercise / conversionCommon Stock | 2,820 | $26.23 | $73,968.60 |
DisclosureSEC source: 0001759802-26-000008 · wk-form4_1773794356.xml · nonDerivative · entry 1 Namdar Frank · CIK 0001759802 · EVP Chief Credit Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 33,290 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| March 01, 2026 Filed Mar 3, 2026 02:04 UTC | COLUMBIA BANKING SYSTEM, INC. COLB · Entity 707 | Tax withholdingCommon Stock | 1,808 | $28.45 | $51,437.60 |
DisclosureSEC source: 0001759802-26-000006 · wk-form4_1772503488.xml · nonDerivative · entry 1 Namdar Frank · CIK 0001759802 · EVP Chief Credit Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 30,470 Read SEC document |
| February 18, 2026 Filed Feb 21, 2026 00:34 UTC | COLUMBIA BANKING SYSTEM, INC. COLB · Entity 707 | GrantRestricted Stock Unit · Derivative | 8,002 | $31.24 | $249,982.48 |
DisclosureSEC source: 0001759802-26-000004 · wk-form4_1771634079.xml · derivative · entry 1 Namdar Frank · CIK 0001759802 · EVP Chief Credit Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 16,460 Underlying: Common Stock · 8,002 shares Expires not disclosed F1 · derivative.exercise_price: Restricted stock units granted 02/18/2026. The grant will vest 33.33% per year over three years. F1 · derivative.exercise_date: Restricted stock units granted 02/18/2026. The grant will vest 33.33% per year over three years. F1 · derivative.expiration_date: Restricted stock units granted 02/18/2026. The grant will vest 33.33% per year over three years. Read SEC document |
| February 15, 2026 Filed Feb 18, 2026 23:31 UTC | COLUMBIA BANKING SYSTEM, INC. COLB · Entity 707 | Tax withholdingCommon Stock | 1,169 | $31.49 | $36,811.81 |
DisclosureSEC source: 0000887343-26-000057 · wk-form4_1771457462.xml · nonDerivative · entry 1 Namdar Frank · CIK 0001759802 · EVP Chief Credit Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 32,278 Read SEC document |
| February 02, 2026 Filed Feb 5, 2026 00:00 UTC | COLUMBIA BANKING SYSTEM, INC. COLB · Entity 707 | Tax withholdingCommon Stock | 2,383 | $29.69 | $70,751.27 |
DisclosureSEC source: 0001759802-26-000002 · wk-form4_1770249647.xml · nonDerivative · entry 2 Namdar Frank · CIK 0001759802 · EVP Chief Credit Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 33,447 F2 · shares: Represents withholding of shares of common stock to satisfy the reporting person's tax withholding obligations in connection with the shares granted pursuant to the terms of the performance restricted stock units vesting. Read SEC document |
| February 02, 2026 Filed Feb 5, 2026 00:00 UTC | COLUMBIA BANKING SYSTEM, INC. COLB · Entity 707 | GrantCommon Stock | 4,667 | $29.69 | $138,563.23 |
DisclosureSEC source: 0001759802-26-000002 · wk-form4_1770249647.xml · nonDerivative · entry 1 Namdar Frank · CIK 0001759802 · EVP Chief Credit Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 35,830 F1 · shares: Shares granted pursuant to the terms of the performance restricted stock units granted on February 21, 2023, which vested on February 2, 2026 based on to the issuer's relative return on tangible common equity for fiscal years 2023-2025 compared to a Compensation Committee approved group of peers. Read SEC document |
| January 20, 2026 Filed Jan 22, 2026 23:12 UTC | COLUMBIA BANKING SYSTEM, INC. COLB · Entity 707 | Tax withholdingCommon Stock | 1,652 | $28.35 | $46,834.20 |
DisclosureSEC source: 0000887343-26-000020 · wk-form4_1769123548.xml · nonDerivative · entry 2 Namdar Frank · CIK 0001759802 · EVP Chief Credit Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 31,163 F2 · shares: Represents withholding of shares of common stock to satisfy the reporting person's tax withholding obligations in connection with the vesting of previously issued restricted stock units. Read SEC document |
| January 20, 2026 Filed Jan 22, 2026 23:12 UTC | COLUMBIA BANKING SYSTEM, INC. COLB · Entity 707 | Disposition to issuerCommon Stock | 579 | $0.00 | $0.00 |
DisclosureSEC source: 0000887343-26-000020 · wk-form4_1769123548.xml · nonDerivative · entry 1 Namdar Frank · CIK 0001759802 · EVP Chief Credit Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 32,815 F1 · shares: Shares forfeited pursuant to the terms of the performance restricted stock units granted on February 21, 2023 and reported on the reporting person's Form 4 filed on February 21, 2023 (in accordance with Rule 16b-3(e)) due to the issuer's total shareholder return performance target not being met at target. Read SEC document |
| February 28, 2025 Filed Mar 4, 2025 21:18 UTC | COLUMBIA BANKING SYSTEM, INC. COLB · Entity 707 | Tax withholdingCommon Stock | 1,873 | $26.73 | $50,065.29 |
DisclosureSEC source: 0000887343-25-000104 · wk-form4_1741123126.xml · nonDerivative · entry 2 Namdar Frank · CIK 0001759802 · Chief Credit Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 33,394 Read SEC document |
| February 28, 2025 Filed Mar 4, 2025 21:18 UTC | COLUMBIA BANKING SYSTEM, INC. COLB · Entity 707 | Tax withholdingCommon Stock | 902 | $26.73 | $24,110.46 |
DisclosureSEC source: 0000887343-25-000104 · wk-form4_1741123126.xml · nonDerivative · entry 1 Namdar Frank · CIK 0001759802 · Chief Credit Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 35,267 Read SEC document |
| February 25, 2025 Filed Feb 26, 2025 21:22 UTC | COLUMBIA BANKING SYSTEM, INC. COLB · Entity 707 | GrantPerformance Restricted Stock Unit · Derivative | 4,229 | $26.60 | $112,491.40 |
DisclosureSEC source: 0000887343-25-000076 · wk-form4_1740604932.xml · derivative · entry 3 Namdar Frank · CIK 0001759802 · Chief Credit Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 19,648 Underlying: Common Stock · 4,229 shares Expires not disclosed F3 · derivative.exercise_price: Performance restricted stock units granted 02/25/2025. The grant will vest approximately three years following the grant date based on the issuer's relative return on tangible common equity for fiscal years 2025-2027 compared to a Compensation Committee approved group of peers. F3 · derivative.exercise_date: Performance restricted stock units granted 02/25/2025. The grant will vest approximately three years following the grant date based on the issuer's relative return on tangible common equity for fiscal years 2025-2027 compared to a Compensation Committee approved group of peers. F3 · derivative.expiration_date: Performance restricted stock units granted 02/25/2025. The grant will vest approximately three years following the grant date based on the issuer's relative return on tangible common equity for fiscal years 2025-2027 compared to a Compensation Committee approved group of peers. Read SEC document |
| February 25, 2025 Filed Feb 26, 2025 21:22 UTC | COLUMBIA BANKING SYSTEM, INC. COLB · Entity 707 | GrantPerformance Restricted Stock Unit · Derivative | 4,229 | $26.60 | $112,491.40 |
DisclosureSEC source: 0000887343-25-000076 · wk-form4_1740604932.xml · derivative · entry 2 Namdar Frank · CIK 0001759802 · Chief Credit Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,419 Underlying: Common Stock · 4,229 shares Expires not disclosed F2 · derivative.exercise_price: Performance restricted stock units granted 02/25/2025. The grant will vest approximately three years following the grant date based on the issuer's relative total shareholder return performance for fiscal years 2025-2027 compared to a Compensation Committee approved group of peers. F2 · derivative.exercise_date: Performance restricted stock units granted 02/25/2025. The grant will vest approximately three years following the grant date based on the issuer's relative total shareholder return performance for fiscal years 2025-2027 compared to a Compensation Committee approved group of peers. F2 · derivative.expiration_date: Performance restricted stock units granted 02/25/2025. The grant will vest approximately three years following the grant date based on the issuer's relative total shareholder return performance for fiscal years 2025-2027 compared to a Compensation Committee approved group of peers. Read SEC document |
| February 25, 2025 Filed Feb 26, 2025 21:22 UTC | COLUMBIA BANKING SYSTEM, INC. COLB · Entity 707 | GrantRestricted Stock Unit · Derivative | 8,458 | $26.60 | $224,982.80 |
DisclosureSEC source: 0000887343-25-000076 · wk-form4_1740604932.xml · derivative · entry 1 Namdar Frank · CIK 0001759802 · Chief Credit Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,458 Underlying: Common Stock · 8,458 shares Expires not disclosed F1 · derivative.exercise_price: Restricted stock units granted 02/25/2025. The grant will vest 33.33% per year over three years. F1 · derivative.exercise_date: Restricted stock units granted 02/25/2025. The grant will vest 33.33% per year over three years. F1 · derivative.expiration_date: Restricted stock units granted 02/25/2025. The grant will vest 33.33% per year over three years. Read SEC document |
| February 14, 2025 Filed Feb 19, 2025 00:31 UTC | COLUMBIA BANKING SYSTEM, INC. COLB · Entity 707 | Tax withholdingCommon Stock | 1,311 | $27.41 | $35,934.51 |
DisclosureSEC source: 0000887343-25-000038 · wk-form4_1739925071.xml · nonDerivative · entry 1 Namdar Frank · CIK 0001759802 · Chief Credit Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 36,169 Read SEC document |
| April 16, 2024 Filed Apr 18, 2024 22:23 UTC | COLUMBIA BANKING SYSTEM, INC. COLB · Entity 707 | OtherDeferred Compensation Phantom Stock · Derivative | 1 | $0.00 | $0.00 |
DisclosureSEC source: 0000887343-24-000173 · wk-form4_1713479023.xml · derivative · entry 1 Namdar Frank · CIK 0001759802 · Chief Credit Officer 10b5-1 filing: No plan indicated Ownership: Indirect · Deferred Compensation Disclosed balance after: 2,920 Underlying: Common · 1 shares Expires not disclosed F1 · derivative.exercise_price: The deferred compensation plan phantom stock was accrued under the Registrant's deferred compensation plan and will be paid in cash in accordance with the terms of the deferred compensation plan following end of the reporting person's employment with the Registrant. F1 · derivative.exercise_date: The deferred compensation plan phantom stock was accrued under the Registrant's deferred compensation plan and will be paid in cash in accordance with the terms of the deferred compensation plan following end of the reporting person's employment with the Registrant. F1 · derivative.expiration_date: The deferred compensation plan phantom stock was accrued under the Registrant's deferred compensation plan and will be paid in cash in accordance with the terms of the deferred compensation plan following end of the reporting person's employment with the Registrant. F2 · derivative.underlying_shares: This transaction reflects a routine disposition to fund an administrative fee assessment by the trustee of the Registrant's deferred compensation plan. Read SEC document |
| March 11, 2024 Filed Mar 12, 2024 21:44 UTC | COLUMBIA BANKING SYSTEM, INC. COLB · Entity 707 | GrantDeferred Compensation Phantom Stock · Derivative | 53 | $19.43 | $1,029.79 |
DisclosureSEC source: 0000887343-24-000154 · wk-form4_1710279886.xml · derivative · entry 4 Namdar Frank · CIK 0001759802 · Chief Credit Officer 10b5-1 filing: No plan indicated Ownership: Indirect · Deferred Compensation Disclosed balance after: 2,921 Underlying: Common · 53 shares Expires not disclosed F1 · derivative.exercise_price: The deferred compensation plan phantom stock was accrued under the Registrant's deferred compensation plan and will be paid in cash in accordance with the terms of the deferred compensation plan following end of the reporting person's employment with the Registrant. F1 · price: The deferred compensation plan phantom stock was accrued under the Registrant's deferred compensation plan and will be paid in cash in accordance with the terms of the deferred compensation plan following end of the reporting person's employment with the Registrant. F1 · derivative.exercise_date: The deferred compensation plan phantom stock was accrued under the Registrant's deferred compensation plan and will be paid in cash in accordance with the terms of the deferred compensation plan following end of the reporting person's employment with the Registrant. F1 · derivative.expiration_date: The deferred compensation plan phantom stock was accrued under the Registrant's deferred compensation plan and will be paid in cash in accordance with the terms of the deferred compensation plan following end of the reporting person's employment with the Registrant. Read SEC document |
| March 08, 2024 Filed Mar 12, 2024 21:44 UTC | COLUMBIA BANKING SYSTEM, INC. COLB · Entity 707 | Tax withholdingCommon Stock | 466 | $19.51 | $9,091.66 |
DisclosureSEC source: 0000887343-24-000154 · wk-form4_1710279886.xml · nonDerivative · entry 2 Namdar Frank · CIK 0001759802 · Chief Credit Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 37,480 Read SEC document |
| March 08, 2024 Filed Mar 12, 2024 21:44 UTC | COLUMBIA BANKING SYSTEM, INC. COLB · Entity 707 | Tax withholdingCommon Stock | 808 | $19.51 | $15,764.08 |
DisclosureSEC source: 0000887343-24-000154 · wk-form4_1710279886.xml · nonDerivative · entry 1 Namdar Frank · CIK 0001759802 · Chief Credit Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 37,946 Read SEC document |
| March 01, 2024 Filed Mar 5, 2024 00:59 UTC | COLUMBIA BANKING SYSTEM, INC. COLB · Entity 707 | GrantPerformance Restricted Stock Unit · Derivative | 5,595 | $17.87 | $99,982.65 |
DisclosureSEC source: 0000887343-24-000138 · wk-form4_1709600379.xml · derivative · entry 4 Namdar Frank · CIK 0001759802 · Chief Credit Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,190 Underlying: Common Stock · 5,595 shares Expires not disclosed F3 · derivative.exercise_price: Performance restricted stock units granted 03/01/2024. The grant will vest approximately three years following the grant date based on the issuer's relative return on tangible common equity for fiscal years 2024-2026 compared to a Compensation Committee approved group of peers. F3 · derivative.exercise_date: Performance restricted stock units granted 03/01/2024. The grant will vest approximately three years following the grant date based on the issuer's relative return on tangible common equity for fiscal years 2024-2026 compared to a Compensation Committee approved group of peers. F3 · derivative.expiration_date: Performance restricted stock units granted 03/01/2024. The grant will vest approximately three years following the grant date based on the issuer's relative return on tangible common equity for fiscal years 2024-2026 compared to a Compensation Committee approved group of peers. Read SEC document |
| March 01, 2024 Filed Mar 5, 2024 00:59 UTC | COLUMBIA BANKING SYSTEM, INC. COLB · Entity 707 | GrantPerformance Restricted Stock Unit · Derivative | 5,595 | $17.87 | $99,982.65 |
DisclosureSEC source: 0000887343-24-000138 · wk-form4_1709600379.xml · derivative · entry 3 Namdar Frank · CIK 0001759802 · Chief Credit Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,595 Underlying: Common Stock · 5,595 shares Expires not disclosed F2 · derivative.exercise_price: Performance restricted stock units granted 03/01/2024. The grant will vest approximately three years following the grant date based on the issuer's relative total shareholder return performance for fiscal years 2024-2026 compared to a Compensation Committee approved group of peers. F2 · derivative.exercise_date: Performance restricted stock units granted 03/01/2024. The grant will vest approximately three years following the grant date based on the issuer's relative total shareholder return performance for fiscal years 2024-2026 compared to a Compensation Committee approved group of peers. F2 · derivative.expiration_date: Performance restricted stock units granted 03/01/2024. The grant will vest approximately three years following the grant date based on the issuer's relative total shareholder return performance for fiscal years 2024-2026 compared to a Compensation Committee approved group of peers. Read SEC document |
| March 01, 2024 Filed Mar 5, 2024 00:59 UTC | COLUMBIA BANKING SYSTEM, INC. COLB · Entity 707 | GrantCommon Stock | 11,191 | $17.87 | $199,983.17 |
DisclosureSEC source: 0000887343-24-000138 · wk-form4_1709600379.xml · nonDerivative · entry 1 Namdar Frank · CIK 0001759802 · Chief Credit Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 38,754 F1 · shares: Restricted stock units granted 03/01/2024. Beginning on the first anniversary of the grant date, the grant will vest 33.33% per year for three years. Read SEC document |
| February 28, 2024 Filed Mar 1, 2024 21:59 UTC | COLUMBIA BANKING SYSTEM, INC. COLB · Entity 707 | Tax withholdingCommon Stock | 992 | $17.76 | $17,617.92 |
DisclosureSEC source: 0000887343-24-000101 · wk-form4_1709330344.xml · nonDerivative · entry 1 Namdar Frank · CIK 0001759802 · Chief Credit Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 27,563 Read SEC document |
| February 15, 2024 Filed Feb 21, 2024 02:11 UTC | COLUMBIA BANKING SYSTEM, INC. COLB · Entity 707 | Tax withholdingCommon Stock | 1,311 | $19.01 | $24,922.11 |
DisclosureSEC source: 0000887343-24-000084 · wk-form4_1708481461.xml · nonDerivative · entry 1 Namdar Frank · CIK 0001759802 · Chief Credit Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 28,555 Read SEC document |
| January 01, 2024 Filed Jan 4, 2024 02:49 UTC | COLUMBIA BANKING SYSTEM, INC. COLB · Entity 707 | Tax withholdingCommon Stock | 784 | $26.68 | $20,917.12 |
DisclosureSEC source: 0000887343-24-000018 · wk-form4_1704336569.xml · nonDerivative · entry 1 Namdar Frank · CIK 0001759802 · Chief Credit Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 34,852 Read SEC document |
| December 11, 2023 Filed Feb 15, 2024 02:56 UTC | COLUMBIA BANKING SYSTEM, INC. COLB · Entity 707 | GrantCommon Stock · Derivative | 41 | $24.89 | $1,020.49 |
DisclosureSEC source: 0000887343-24-000056 · wk-form5_1707965751.xml · derivative · entry 7 Namdar Frank · CIK 0001759802 · Chief Credit Officer 10b5-1 filing: No plan indicated Ownership: Indirect · Deferred Compensation Disclosed balance after: 2,867 Underlying: Common · 41 shares Expires not disclosed F1 · derivative.exercise_price: Not required. F1 · derivative.exercise_date: Not required. F1 · derivative.expiration_date: Not required. F3 · balance_after: Holdings reported include shares acquired in the issuer's Nonqualified Deferred Compensation Plan through dividend reinvestment, payroll deferrals and/or employer contributions in transactions that were exempt under Rule 16b-3(c). Read SEC document |
| October 11, 2023 Filed Feb 15, 2024 02:56 UTC | COLUMBIA BANKING SYSTEM, INC. COLB · Entity 707 | GrantCommon Stock · Derivative | 1 | $19.83 | $19.83 |
DisclosureSEC source: 0000887343-24-000056 · wk-form5_1707965751.xml · derivative · entry 6 Namdar Frank · CIK 0001759802 · Chief Credit Officer 10b5-1 filing: No plan indicated Ownership: Indirect · Deferred Compensation Disclosed balance after: 2,826 Underlying: Common · 1 shares Expires not disclosed F1 · derivative.exercise_price: Not required. F1 · derivative.exercise_date: Not required. F1 · derivative.expiration_date: Not required. F3 · balance_after: Holdings reported include shares acquired in the issuer's Nonqualified Deferred Compensation Plan through dividend reinvestment, payroll deferrals and/or employer contributions in transactions that were exempt under Rule 16b-3(c). Read SEC document |
| September 11, 2023 Filed Feb 15, 2024 02:56 UTC | COLUMBIA BANKING SYSTEM, INC. COLB · Entity 707 | GrantCommon Stock · Derivative | 49 | $20.49 | $1,004.01 |
DisclosureSEC source: 0000887343-24-000056 · wk-form5_1707965751.xml · derivative · entry 5 Namdar Frank · CIK 0001759802 · Chief Credit Officer 10b5-1 filing: No plan indicated Ownership: Indirect · Deferred Compensation Disclosed balance after: 2,827 Underlying: Common · 49 shares Expires not disclosed F1 · derivative.exercise_price: Not required. F1 · derivative.exercise_date: Not required. F1 · derivative.expiration_date: Not required. F3 · balance_after: Holdings reported include shares acquired in the issuer's Nonqualified Deferred Compensation Plan through dividend reinvestment, payroll deferrals and/or employer contributions in transactions that were exempt under Rule 16b-3(c). Read SEC document |
| July 14, 2023 Filed Feb 15, 2024 02:56 UTC | COLUMBIA BANKING SYSTEM, INC. COLB · Entity 707 | GrantCommon Stock · Derivative | 1 | $21.75 | $21.75 |
DisclosureSEC source: 0000887343-24-000056 · wk-form5_1707965751.xml · derivative · entry 4 Namdar Frank · CIK 0001759802 · Chief Credit Officer 10b5-1 filing: No plan indicated Ownership: Indirect · Deferred Compensation Disclosed balance after: 2,778 Underlying: Common · 1 shares Expires not disclosed F1 · derivative.exercise_price: Not required. F1 · derivative.exercise_date: Not required. F1 · derivative.expiration_date: Not required. F3 · balance_after: Holdings reported include shares acquired in the issuer's Nonqualified Deferred Compensation Plan through dividend reinvestment, payroll deferrals and/or employer contributions in transactions that were exempt under Rule 16b-3(c). Read SEC document |
| June 15, 2023 Filed Feb 15, 2024 02:56 UTC | COLUMBIA BANKING SYSTEM, INC. COLB · Entity 707 | GrantCommon Stock · Derivative | 43 | $22.68 | $975.24 |
DisclosureSEC source: 0000887343-24-000056 · wk-form5_1707965751.xml · derivative · entry 3 Namdar Frank · CIK 0001759802 · Chief Credit Officer 10b5-1 filing: No plan indicated Ownership: Indirect · Deferred Compensation Disclosed balance after: 2,779 Underlying: Common · 43 shares Expires not disclosed F1 · derivative.exercise_price: Not required. F1 · derivative.exercise_date: Not required. F1 · derivative.expiration_date: Not required. F3 · balance_after: Holdings reported include shares acquired in the issuer's Nonqualified Deferred Compensation Plan through dividend reinvestment, payroll deferrals and/or employer contributions in transactions that were exempt under Rule 16b-3(c). Read SEC document |
| April 13, 2023 Filed Feb 15, 2024 02:56 UTC | COLUMBIA BANKING SYSTEM, INC. COLB · Entity 707 | GrantCommon Stock · Derivative | 1 | $21.86 | $21.86 |
DisclosureSEC source: 0000887343-24-000056 · wk-form5_1707965751.xml · derivative · entry 2 Namdar Frank · CIK 0001759802 · Chief Credit Officer 10b5-1 filing: No plan indicated Ownership: Indirect · Deferred Compensation Disclosed balance after: 2,736 Underlying: Common · 1 shares Expires not disclosed F1 · derivative.exercise_price: Not required. F1 · derivative.exercise_date: Not required. F1 · derivative.expiration_date: Not required. F3 · balance_after: Holdings reported include shares acquired in the issuer's Nonqualified Deferred Compensation Plan through dividend reinvestment, payroll deferrals and/or employer contributions in transactions that were exempt under Rule 16b-3(c). Read SEC document |
| March 17, 2023 Filed Feb 15, 2024 02:56 UTC | COLUMBIA BANKING SYSTEM, INC. COLB · Entity 707 | GrantCommon Stock · Derivative | 352 | $21.47 | $7,557.44 |
DisclosureSEC source: 0000887343-24-000056 · wk-form5_1707965751.xml · derivative · entry 1 Namdar Frank · CIK 0001759802 · Chief Credit Officer 10b5-1 filing: No plan indicated Ownership: Indirect · Deferred Compensation Disclosed balance after: 2,737 Underlying: Common · 352 shares Expires not disclosed F1 · derivative.exercise_price: Not required. F1 · derivative.exercise_date: Not required. F1 · derivative.expiration_date: Not required. F2 · balance_after: 2,385 shares in respect of deferred compensation plan obligations were previously inadvertently disclosed on Form 3 as held directly by the reporting person. F3 · balance_after: Holdings reported include shares acquired in the issuer's Nonqualified Deferred Compensation Plan through dividend reinvestment, payroll deferrals and/or employer contributions in transactions that were exempt under Rule 16b-3(c). Read SEC document |
| March 08, 2023 Filed Mar 10, 2023 16:32 UTC | COLUMBIA BANKING SYSTEM, INC. COLB · Entity 707 | Tax withholdingCommon Stock | 466 | $27.36 | $12,749.76 |
DisclosureSEC source: 0000887343-23-000187 · wf-form4_167846592615033.xml · nonDerivative · entry 1 Namdar Frank · CIK 0001759802 · Chief Credit Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 34,195 Read SEC document |
| March 02, 2023 Filed Mar 7, 2023 01:40 UTC | COLUMBIA BANKING SYSTEM, INC. COLB · Entity 707 | Tax withholdingCommon Stock | 523 | $29.07 | $15,203.61 |
DisclosureSEC source: 0000887343-23-000171 · wf-form4_167815322722586.xml · nonDerivative · entry 4 Namdar Frank · CIK 0001759802 · Chief Credit Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 34,661 Read SEC document |
| March 02, 2023 Filed Mar 7, 2023 01:40 UTC | COLUMBIA BANKING SYSTEM, INC. COLB · Entity 707 | Tax withholdingCommon Stock | 859 | $29.07 | $24,971.13 |
DisclosureSEC source: 0000887343-23-000171 · wf-form4_167815322722586.xml · nonDerivative · entry 3 Namdar Frank · CIK 0001759802 · Chief Credit Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 35,184 Read SEC document |
| March 02, 2023 Filed Mar 7, 2023 01:40 UTC | COLUMBIA BANKING SYSTEM, INC. COLB · Entity 707 | Tax withholdingCommon Stock | 769 | $29.07 | $22,354.83 |
DisclosureSEC source: 0000887343-23-000171 · wf-form4_167815322722586.xml · nonDerivative · entry 2 Namdar Frank · CIK 0001759802 · Chief Credit Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 36,043 Read SEC document |
| March 02, 2023 Filed Mar 7, 2023 01:40 UTC | COLUMBIA BANKING SYSTEM, INC. COLB · Entity 707 | GrantCommon Stock | 1,623 | $0.00 | $0.00 |
DisclosureSEC source: 0000887343-23-000171 · wf-form4_167815322722586.xml · nonDerivative · entry 1 Namdar Frank · CIK 0001759802 · Chief Credit Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 36,812 Read SEC document |
| February 28, 2023 Filed Mar 2, 2023 11:09 UTC | UMPQUA HOLDINGS CORP UMPQ · Entity 116177 | Disposition to issuerCommon Stock | 4,003 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-23-008122 · form4.xml · nonDerivative · entry 4 Namdar Frank · CIK 0001759802 · EVP/Chief Credit Officer 10b5-1 filing: Not disclosed Ownership: Indirect · by SRP Plan Disclosed balance after: 0 F2 · shares: Disposed of with the Issuer's merger with Columbia Banking System. Each share of Issuer stock converted into a right to receive 0.5958 of a share of Columbia stock, with a market value of $17.71 per share of Issuer stock based on the closing price of Columbia stock on the last trading day prior to the merger of $29.73 per share. Each Issuer restricted and performance stock unit award was disposed of in exchange for restricted stock unit awards in respect of Columbia stock equal to the product of the number of shares of Issuer stock subject to the award multiplied by 0.5958. Each Columbia award will be subject to the terms and conditions (excluding performance-based vesting) of the converted Issuer award prior to the merger. The number of shares subject to the performance award was determined based on performance levels deemed satisfied as set forth in the merger agreement. As a result of the merger the reporting person no longer beneficially owns any shares of Issuer stock. Read SEC document |
| February 28, 2023 Filed Mar 2, 2023 11:09 UTC | UMPQUA HOLDINGS CORP UMPQ · Entity 116177 | Disposition to issuerCommon Stock | 4,368 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-23-008122 · form4.xml · nonDerivative · entry 3 Namdar Frank · CIK 0001759802 · EVP/Chief Credit Officer 10b5-1 filing: Not disclosed Ownership: Indirect · by 401(k) Disclosed balance after: 0 F2 · shares: Disposed of with the Issuer's merger with Columbia Banking System. Each share of Issuer stock converted into a right to receive 0.5958 of a share of Columbia stock, with a market value of $17.71 per share of Issuer stock based on the closing price of Columbia stock on the last trading day prior to the merger of $29.73 per share. Each Issuer restricted and performance stock unit award was disposed of in exchange for restricted stock unit awards in respect of Columbia stock equal to the product of the number of shares of Issuer stock subject to the award multiplied by 0.5958. Each Columbia award will be subject to the terms and conditions (excluding performance-based vesting) of the converted Issuer award prior to the merger. The number of shares subject to the performance award was determined based on performance levels deemed satisfied as set forth in the merger agreement. As a result of the merger the reporting person no longer beneficially owns any shares of Issuer stock. Read SEC document |
| February 28, 2023 Filed Mar 2, 2023 11:09 UTC | UMPQUA HOLDINGS CORP UMPQ · Entity 116177 | Disposition to issuerCommon Stock | 61,518 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-23-008122 · form4.xml · nonDerivative · entry 2 Namdar Frank · CIK 0001759802 · EVP/Chief Credit Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F2 · shares: Disposed of with the Issuer's merger with Columbia Banking System. Each share of Issuer stock converted into a right to receive 0.5958 of a share of Columbia stock, with a market value of $17.71 per share of Issuer stock based on the closing price of Columbia stock on the last trading day prior to the merger of $29.73 per share. Each Issuer restricted and performance stock unit award was disposed of in exchange for restricted stock unit awards in respect of Columbia stock equal to the product of the number of shares of Issuer stock subject to the award multiplied by 0.5958. Each Columbia award will be subject to the terms and conditions (excluding performance-based vesting) of the converted Issuer award prior to the merger. The number of shares subject to the performance award was determined based on performance levels deemed satisfied as set forth in the merger agreement. As a result of the merger the reporting person no longer beneficially owns any shares of Issuer stock. Read SEC document |
| February 28, 2023 Filed Mar 2, 2023 11:09 UTC | UMPQUA HOLDINGS CORP UMPQ · Entity 116177 | Tax withholdingCommon Stock | 1,667 | $17.66 | $29,439.22 |
DisclosureSEC source: 0001127602-23-008122 · form4.xml · nonDerivative · entry 1 Namdar Frank · CIK 0001759802 · EVP/Chief Credit Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 61,518 F1 · shares: Payment of a portion of the tax liability by delivering or withholding securities incident to the receipt or vesting of a security issued in accordance with Rule 16b-3. Read SEC document |
| February 21, 2023 Filed Feb 23, 2023 11:46 UTC | UMPQUA HOLDINGS CORP UMPQ · Entity 116177 | GrantCommon Stock | 6,072 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-23-006692 · form4.xml · nonDerivative · entry 5 Namdar Frank · CIK 0001759802 · EVP/Chief Credit Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 63,185 F6 · shares: Performance share award granted 2/21/23. The award vests in the first quarter of 2026 based on the issuer's relative return on tangible common equity for fiscal years 2023-2025 compared to a Compensation Committee approved group of peers. F2 · price: Not required. Read SEC document |
| February 21, 2023 Filed Feb 23, 2023 11:46 UTC | UMPQUA HOLDINGS CORP UMPQ · Entity 116177 | GrantCommon Stock | 6,072 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-23-006692 · form4.xml · nonDerivative · entry 4 Namdar Frank · CIK 0001759802 · EVP/Chief Credit Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 57,113 F5 · shares: Performance share award granted 2/21/23. The award vests in the first quarter of 2026 based on the issuer's relative total shareholder return from January 1, 2023 through December 31, 2025 compared to a Compensation Committee approved group of peers. F2 · price: Not required. Read SEC document |
| February 21, 2023 Filed Feb 23, 2023 11:46 UTC | UMPQUA HOLDINGS CORP UMPQ · Entity 116177 | GrantCommon Stock | 12,145 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-23-006692 · form4.xml · nonDerivative · entry 3 Namdar Frank · CIK 0001759802 · EVP/Chief Credit Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 51,041 F4 · shares: Restricted stock unit award granted 2/21/23. The award vests 34% on February 15, 2024, and 33% on February 15, 2025, and 2026. F2 · price: Not required. Read SEC document |
| February 21, 2023 Filed Feb 23, 2023 11:46 UTC | UMPQUA HOLDINGS CORP UMPQ · Entity 116177 | OtherCommon Stock | 1,060 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-23-006692 · form4.xml · nonDerivative · entry 2 Namdar Frank · CIK 0001759802 · EVP/Chief Credit Officer 10b5-1 filing: Not disclosed Ownership: Indirect · by SRP Plan Disclosed balance after: 4,003 F3 · shares: Holdings reported include shares acquired in the issuer's Nonqualified Deferred Compensation Plan through dividend reinvestment, payroll deferrals and/or employer contributions in transactions that were exempt under Rule 16b-3(c). F2 · price: Not required. Read SEC document |
| February 21, 2023 Filed Feb 23, 2023 11:46 UTC | UMPQUA HOLDINGS CORP UMPQ · Entity 116177 | OtherCommon Stock | 537 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-23-006692 · form4.xml · nonDerivative · entry 1 Namdar Frank · CIK 0001759802 · EVP/Chief Credit Officer 10b5-1 filing: Not disclosed Ownership: Indirect · by 401(k) Disclosed balance after: 4,368 F1 · shares: Holdings reported include shares acquired in the 401(k)/Profit Sharing plan through dividend reinvestment, payroll deferrals and/or employer contributions in transactions that were exempt under Rule 16b-3(c). F2 · price: Not required. Read SEC document |
| March 08, 2022 Filed Mar 9, 2022 14:22 UTC | UMPQUA HOLDINGS CORP UMPQ · Entity 116177 | Tax withholdingCommon Stock | 541 | $19.80 | $10,711.80 |
DisclosureSEC source: 0001127602-22-008753 · form4.xml · nonDerivative · entry 1 Namdar Frank · CIK 0001759802 · EVP/Chief Credit Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 38,896 F1 · shares: Payment of a portion of the tax liability by delivering or withholding securities incident to the receipt or vesting of a security issued in accordance with Rule 16b-3. Read SEC document |
| March 02, 2022 Filed Mar 3, 2022 13:26 UTC | UMPQUA HOLDINGS CORP UMPQ · Entity 116177 | Tax withholdingCommon Stock | 606 | $21.35 | $12,938.10 |
DisclosureSEC source: 0001127602-22-007908 · form4.xml · nonDerivative · entry 1 Namdar Frank · CIK 0001759802 · EVP/Chief Credit Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 39,437 F1 · shares: Payment of a portion of the tax liability by delivering or withholding securities incident to the receipt or vesting of a security issued in accordance with Rule 16b-3. Read SEC document |
| February 28, 2022 Filed Mar 2, 2022 14:47 UTC | UMPQUA HOLDINGS CORP UMPQ · Entity 116177 | OtherCommon Stock | 56 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-22-007618 · form4.xml · nonDerivative · entry 3 Namdar Frank · CIK 0001759802 · EVP/Chief Credit Officer 10b5-1 filing: Not disclosed Ownership: Indirect · by SRP Plan Disclosed balance after: 2,943 F4 · shares: Holdings reported include shares acquired in the issuer's Nonqualified Deferred Compensation Plan through dividend reinvestment, payroll deferrals and/or employer contributions in transactions that were exempt under Rule 16b-3(c). F3 · price: Not required. 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.