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 |
|---|---|---|---|---|---|---|
| February 28, 2022 Filed Mar 2, 2022 14:47 UTC | UMPQUA HOLDINGS CORP UMPQ · Entity 116177 | OtherCommon Stock | 96 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-22-007618 · form4.xml · nonDerivative · entry 2 Namdar Frank · CIK 0001759802 · EVP/Chief Credit Officer 10b5-1 filing: Not disclosed Ownership: Indirect · by 401(k) Disclosed balance after: 3,831 F2 · shares: Holdings reported include shares acquired in the 401(k)/Profit Sharing plan and 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 |
| February 28, 2022 Filed Mar 2, 2022 14:47 UTC | UMPQUA HOLDINGS CORP UMPQ · Entity 116177 | GrantCommon Stock | 9,367 | $21.35 | $199,985.45 |
DisclosureSEC source: 0001127602-22-007618 · form4.xml · nonDerivative · entry 1 Namdar Frank · CIK 0001759802 · EVP/Chief Credit Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 40,043 F1 · shares: Restricted stock unit award granted 2/28/22. Beginning on the first anniversary of the grant date, the award vests 33.33% per year for three years. Read SEC document |
| February 07, 2022 Filed Feb 8, 2022 18:15 UTC | UMPQUA HOLDINGS CORP UMPQ · Entity 116177 | Disposition to issuerCommon Stock | 188 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-22-003801 · form4.xml · nonDerivative · entry 4 Namdar Frank · CIK 0001759802 · EVP/Chief Credit Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,676 F4 · shares: Shares forfeited under the PSA granted 2/4/19 due to the issuer's TSR performance below target. F3 · price: Not required. Read SEC document |
| February 07, 2022 Filed Feb 8, 2022 18:15 UTC | UMPQUA HOLDINGS CORP UMPQ · Entity 116177 | GrantCommon Stock | 249 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-22-003801 · form4.xml · nonDerivative · entry 3 Namdar Frank · CIK 0001759802 · EVP/Chief Credit Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,864 F2 · shares: Additional shares issued under the PSA granted 2/4/19 due to the issuer's ROATCE performance above target. F3 · price: Not required. Read SEC document |
| February 07, 2022 Filed Feb 8, 2022 18:15 UTC | UMPQUA HOLDINGS CORP UMPQ · Entity 116177 | Tax withholdingCommon Stock | 1,106 | $20.83 | $23,037.98 |
DisclosureSEC source: 0001127602-22-003801 · form4.xml · nonDerivative · entry 2 Namdar Frank · CIK 0001759802 · EVP/Chief Credit Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,615 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 07, 2022 Filed Feb 8, 2022 18:15 UTC | UMPQUA HOLDINGS CORP UMPQ · Entity 116177 | Tax withholdingCommon Stock | 1,117 | $20.83 | $23,267.11 |
DisclosureSEC source: 0001127602-22-003801 · form4.xml · nonDerivative · entry 1 Namdar Frank · CIK 0001759802 · EVP/Chief Credit Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,721 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 04, 2022 Filed Feb 7, 2022 17:09 UTC | UMPQUA HOLDINGS CORP UMPQ · Entity 116177 | OtherCommon Stock | 822 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-22-003586 · 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: 2,887 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 |
| February 04, 2022 Filed Feb 7, 2022 17:09 UTC | UMPQUA HOLDINGS CORP UMPQ · Entity 116177 | OtherCommon Stock | 453 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-22-003586 · form4.xml · nonDerivative · entry 2 Namdar Frank · CIK 0001759802 · EVP/Chief Credit Officer 10b5-1 filing: Not disclosed Ownership: Indirect · by 401(k) Disclosed balance after: 3,735 F2 · 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). F3 · price: Not required. Read SEC document |
| February 04, 2022 Filed Feb 7, 2022 17:09 UTC | UMPQUA HOLDINGS CORP UMPQ · Entity 116177 | Tax withholdingCommon Stock | 412 | $20.83 | $8,581.96 |
DisclosureSEC source: 0001127602-22-003586 · form4.xml · nonDerivative · entry 1 Namdar Frank · CIK 0001759802 · EVP/Chief Credit Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,838 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 08, 2021 Filed Mar 10, 2021 12:55 UTC | UMPQUA HOLDINGS CORP UMPQ · Entity 116177 | GrantCommon Stock | 2,418 | $18.09 | $43,741.62 |
DisclosureSEC source: 0001127602-21-010007 · form4.xml · nonDerivative · entry 5 Namdar Frank · CIK 0001759802 · EVP/Chief Credit Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,250 F6 · shares: Performance share award granted 3/8/21. The award vests three years following the grant date based on the issuer's relative total shareholder return performance compared to a Compensation Committee approved group of peers. Read SEC document |
| March 08, 2021 Filed Mar 10, 2021 12:55 UTC | UMPQUA HOLDINGS CORP UMPQ · Entity 116177 | GrantCommon Stock | 2,418 | $18.09 | $43,741.62 |
DisclosureSEC source: 0001127602-21-010007 · form4.xml · nonDerivative · entry 4 Namdar Frank · CIK 0001759802 · EVP/Chief Credit Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,832 F5 · shares: Performance share award granted 3/8/21. The award vests approximately three years following the grant date based on the issuer's relative return on average tangible common equity for fiscal years 2021-2023 compared to a Compensation Committee approved group of peers. Read SEC document |
| March 08, 2021 Filed Mar 10, 2021 12:55 UTC | UMPQUA HOLDINGS CORP UMPQ · Entity 116177 | GrantCommon Stock | 4,836 | $18.09 | $87,483.24 |
DisclosureSEC source: 0001127602-21-010007 · form4.xml · nonDerivative · entry 3 Namdar Frank · CIK 0001759802 · EVP/Chief Credit Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,414 F4 · shares: Restricted stock award granted 3/8/21. Beginning on the first anniversary of the grant date, the award vests 33.33% per year for three years. Read SEC document |
| March 08, 2021 Filed Mar 10, 2021 12:55 UTC | UMPQUA HOLDINGS CORP UMPQ · Entity 116177 | OtherCommon Stock | 101 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-21-010007 · 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: 2,065 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 |
| March 08, 2021 Filed Mar 10, 2021 12:55 UTC | UMPQUA HOLDINGS CORP UMPQ · Entity 116177 | OtherCommon Stock | 151 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-21-010007 · 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: 3,282 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 02, 2021 Filed Mar 3, 2021 14:36 UTC | UMPQUA HOLDINGS CORP UMPQ · Entity 116177 | Tax withholdingCommon Stock | 684 | $17.59 | $12,031.56 |
DisclosureSEC source: 0001127602-21-009050 · form4.xml · nonDerivative · entry 1 Namdar Frank · CIK 0001759802 · EVP/Chief Credit Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,578 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 04, 2021 Filed Feb 5, 2021 16:49 UTC | UMPQUA HOLDINGS CORP UMPQ · Entity 116177 | Tax withholdingCommon Stock | 494 | $15.96 | $7,884.24 |
DisclosureSEC source: 0001127602-21-004197 · form4.xml · nonDerivative · entry 1 Namdar Frank · CIK 0001759802 · EVP/Chief Credit Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,262 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 02, 2021 Filed Feb 4, 2021 17:35 UTC | UMPQUA HOLDINGS CORP UMPQ · Entity 116177 | Tax withholdingCommon Stock | 379 | $15.24 | $5,775.96 |
DisclosureSEC source: 0001127602-21-004032 · form4.xml · nonDerivative · entry 3 Namdar Frank · CIK 0001759802 · EVP/Chief Credit Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,756 F4 · 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 02, 2021 Filed Feb 4, 2021 17:35 UTC | UMPQUA HOLDINGS CORP UMPQ · Entity 116177 | OtherCommon Stock | 523 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-21-004032 · 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: 1,964 F3 · shares: Holdings reported include shares acquired pursuant to a dividend reinvestment plan for this account in transactions that were exempt under Rule 16b-3(c). F2 · price: Not required. Read SEC document |
| February 02, 2021 Filed Feb 4, 2021 17:35 UTC | UMPQUA HOLDINGS CORP UMPQ · Entity 116177 | OtherCommon Stock | 242 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-21-004032 · 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: 3,131 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 02, 2020 Filed Mar 4, 2020 15:16 UTC | UMPQUA HOLDINGS CORP UMPQ · Entity 116177 | OtherCommon Stock | 174 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-20-009342 · form4.xml · nonDerivative · entry 5 Namdar Frank · CIK 0001759802 · EVP/Chief Credit Officer 10b5-1 filing: Not disclosed Ownership: Indirect · by SRP Plan Disclosed balance after: 1,441 F6 · shares: Holdings reported include shares acquired pursuant to a dividend reinvestment plan for this account in transactions that were exempt under Rule 16b-3(c). F5 · price: Not required. Read SEC document |
| March 02, 2020 Filed Mar 4, 2020 15:16 UTC | UMPQUA HOLDINGS CORP UMPQ · Entity 116177 | OtherCommon Stock | 389 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-20-009342 · form4.xml · nonDerivative · entry 4 Namdar Frank · CIK 0001759802 · EVP/Chief Credit Officer 10b5-1 filing: Not disclosed Ownership: Indirect · by 401(k) Disclosed balance after: 2,889 F4 · 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). F5 · price: Not required. Read SEC document |
| March 02, 2020 Filed Mar 4, 2020 15:16 UTC | UMPQUA HOLDINGS CORP UMPQ · Entity 116177 | GrantCommon Stock | 2,714 | $16.12 | $43,749.68 |
DisclosureSEC source: 0001127602-20-009342 · form4.xml · nonDerivative · entry 3 Namdar Frank · CIK 0001759802 · EVP/Chief Credit Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,135 F3 · shares: Performance share award granted 3/2/20. The award vests approximately three years following the grant date based on the issuer's return on average tangible common equity for fiscal years 2020-2022 compared to a Compensation Committee approved group of peers. Read SEC document |
| March 02, 2020 Filed Mar 4, 2020 15:16 UTC | UMPQUA HOLDINGS CORP UMPQ · Entity 116177 | GrantCommon Stock | 2,714 | $16.12 | $43,749.68 |
DisclosureSEC source: 0001127602-20-009342 · form4.xml · nonDerivative · entry 2 Namdar Frank · CIK 0001759802 · EVP/Chief Credit Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,421 F2 · shares: Performance share award granted 3/2/20. The award vests three years following the grant date based on the issuer's total shareholder return performance compared to a regional bank stock index. Read SEC document |
| March 02, 2020 Filed Mar 4, 2020 15:16 UTC | UMPQUA HOLDINGS CORP UMPQ · Entity 116177 | GrantCommon Stock | 5,428 | $16.12 | $87,499.36 |
DisclosureSEC source: 0001127602-20-009342 · form4.xml · nonDerivative · entry 1 Namdar Frank · CIK 0001759802 · EVP/Chief Credit Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,707 F1 · shares: Restricted stock award granted 3/2/20. Beginning on the first anniversary of the grant date, the award vests 33.33% per year for three years. Read SEC document |
| February 04, 2020 Filed Feb 5, 2020 17:20 UTC | UMPQUA HOLDINGS CORP UMPQ · Entity 116177 | Tax withholdingCommon Stock | 493 | $17.33 | $8,543.69 |
DisclosureSEC source: 0001127602-20-003791 · form4.xml · nonDerivative · entry 1 Namdar Frank · CIK 0001759802 · EVP/Chief Credit Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,279 F1 · shares: Payment of tax liability by delivering or withholding securities incident to the receipt, exercise or vesting of a security issued in accordance with Rule 16b-3. Read SEC document |
| February 03, 2020 Filed Feb 4, 2020 15:42 UTC | UMPQUA HOLDINGS CORP UMPQ · Entity 116177 | Tax withholdingCommon Stock | 378 | $17.08 | $6,456.24 |
DisclosureSEC source: 0001127602-20-003478 · form4.xml · nonDerivative · entry 1 Namdar Frank · CIK 0001759802 · EVP/Chief Credit Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,772 F1 · shares: Payment of tax liability by delivering or withholding securities incident to the receipt, exercise or vesting of a security issued in accordance with Rule 16b-3. Read SEC document |
| January 31, 2020 Filed Feb 3, 2020 15:59 UTC | UMPQUA HOLDINGS CORP UMPQ · Entity 116177 | Tax withholdingCommon Stock | 315 | $16.90 | $5,323.50 |
DisclosureSEC source: 0001127602-20-003123 · form4.xml · nonDerivative · entry 3 Namdar Frank · CIK 0001759802 · EVP/Chief Credit Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,150 F4 · shares: Payment of tax liability by delivering or withholding securities incident to the receipt, exercise or vesting of a security issued in accordance with Rule 16b-3. Read SEC document |
| January 31, 2020 Filed Feb 3, 2020 15:59 UTC | UMPQUA HOLDINGS CORP UMPQ · Entity 116177 | OtherCommon Stock | 547 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-20-003123 · 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: 1,267 F3 · shares: Holdings reported include shares acquired pursuant to a dividend reinvestment plan for this account in transactions that were exempt under Rule 16b-3(c). F2 · price: Not required. Read SEC document |
| January 31, 2020 Filed Feb 3, 2020 15:59 UTC | UMPQUA HOLDINGS CORP UMPQ · Entity 116177 | OtherCommon Stock | 510 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-20-003123 · 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: 2,500 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 |
| February 05, 2019 Filed Feb 12, 2019 16:26 UTC | UMPQUA HOLDINGS CORP UMPQ · Entity 116177 | Tax withholdingCommon Stock | 323 | $17.72 | $5,723.56 |
DisclosureSEC source: 0001127602-19-005373 · form4.xml · nonDerivative · entry 1 Namdar Frank · CIK 0001759802 · EVP/Chief Credit Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,465 F1 · shares: Payment of tax liability by delivering or withholding securities incident to the receipt, exercise or vesting of a security issued in accordance with Rule 16b-3. Read SEC document |
| February 04, 2019 Filed Feb 6, 2019 20:00 UTC | UMPQUA HOLDINGS CORP UMPQ · Entity 116177 | GrantCommon Stock | 2,932 | $17.90 | $52,482.80 |
DisclosureSEC source: 0001127602-19-004361 · form4.xml · nonDerivative · entry 4 Namdar Frank · CIK 0001759802 · EVP/Chief Credit Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,788 F4 · shares: PSA granted 2/04/19. The grant vests three years following the grant date based on the issuer's total shareholder return performance compared to a regional bank stock index. Read SEC document |
| February 04, 2019 Filed Feb 6, 2019 20:00 UTC | UMPQUA HOLDINGS CORP UMPQ · Entity 116177 | GrantCommon Stock | 2,932 | $17.90 | $52,482.80 |
DisclosureSEC source: 0001127602-19-004361 · form4.xml · nonDerivative · entry 3 Namdar Frank · CIK 0001759802 · EVP/Chief Credit Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,856 F3 · shares: PSA granted 2/04/19. The grant vests at least three years following the grant date based on the issuer's return on average tangible common equity for fiscal years 2019-2021 compared to a Compensation Committee approved group of peers. Read SEC document |
| February 04, 2019 Filed Feb 6, 2019 20:00 UTC | UMPQUA HOLDINGS CORP UMPQ · Entity 116177 | GrantCommon Stock | 3,910 | $17.90 | $69,989.00 |
DisclosureSEC source: 0001127602-19-004361 · form4.xml · nonDerivative · entry 2 Namdar Frank · CIK 0001759802 · EVP/Chief Credit Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,924 F2 · shares: RSA granted 2/04/19. Beginning on the first anniversary of the grant date, the grant shares vest 33 1/3% per year for three years Read SEC document |
| February 04, 2019 Filed Feb 6, 2019 20:00 UTC | UMPQUA HOLDINGS CORP UMPQ · Entity 116177 | Tax withholdingCommon Stock | 388 | $17.90 | $6,945.20 |
DisclosureSEC source: 0001127602-19-004361 · form4.xml · nonDerivative · entry 1 Namdar Frank · CIK 0001759802 · EVP/Chief Credit Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,014 F1 · shares: Payment of tax liability by delivering or withholding securities incident to the receipt, exercise or vesting of a security issued in accordance with Rule 16b-3. Read SEC document |
| January 31, 2019 Filed Feb 4, 2019 17:22 UTC | UMPQUA HOLDINGS CORP UMPQ · Entity 116177 | Tax withholdingCommon Stock | 323 | $17.68 | $5,710.64 |
DisclosureSEC source: 0001127602-19-003807 · form4.xml · nonDerivative · entry 3 Namdar Frank · CIK 0001759802 · EVP/Chief Credit Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,402 F4 · shares: Payment of tax liability by delivering or withholding securities incident to the receipt, exercise or vesting of a security issued in accordance with Rule 16b-3. Read SEC document |
| January 31, 2019 Filed Feb 4, 2019 17:22 UTC | UMPQUA HOLDINGS CORP UMPQ · Entity 116177 | OtherCommon Stock | 63 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-19-003807 · 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: 720 F3 · shares: Holdings reported include shares acquired pursuant to a dividend reinvestment plan for this account in transactions that were exempt under Rule 16b-3(c). F2 · price: Not required. Read SEC document |
| January 31, 2019 Filed Feb 4, 2019 17:22 UTC | UMPQUA HOLDINGS CORP UMPQ · Entity 116177 | OtherCommon Stock | 68 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-19-003807 · 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: 1,990 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.