Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| COLUMBIA BANKING SYSTEM, INC.COLB · Entity 707 | Senior Executive VP | March 13, 2026 | March 17, 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 17, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 101,240 |
Ending reported balance
After 2026-03-13 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2026-03-13 · Exercise / conversion · Acquired 5,013 · Balance 103,242 Row 2 · 2026-03-13 · Tax withholding · Disposed 2,002 · Balance 101,240 |
| Restricted Stock UnitSEC Table II · derivative / convertible security | Direct | 49,052 |
Reported balance
After 2026-03-13 transaction · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · 2026-03-13 · Exercise / conversion · Disposed 5,013 · Balance 49,052 F1: Restricted Stock Units convert into common stock on a one-for-one basis. On February 25, 2025, the reporting person was granted 15,037 Restricted Stock Units, which vest in three annual installments beginning on March 13, 2026. |
| Common StockSEC Table I · non-derivative | Indirectby family trust | 3,650 |
Reported balance
Holding disclosure · report date 2026-03-13 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 3,650 |
| Common StockSEC Table I · non-derivative | Indirectby 401(k) | 1,910 |
Reported balance
Holding disclosure · report date 2026-03-13 · row 4
Holding and transaction disclosures are not merged.
1 source rowRow 4 · Balance 1,910 |
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 15,037 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 6,759 · Balance 259,317 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 259,317 · 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 1,674 · 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 |
|---|---|---|---|---|---|---|
| January 31, 2019 Filed Feb 4, 2019 17:25 UTC | UMPQUA HOLDINGS CORP UMPQ · Entity 116177 | Tax withholdingCommon Stock | 1,292 | $17.68 | $22,842.56 |
DisclosureSEC source: 0001127602-19-003814 · form4.xml · nonDerivative · entry 2 Nixon Torran B · CIK 0001689701 · Sr. EVP/Chief Banking Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 70,858 F3 · 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 17:25 UTC | UMPQUA HOLDINGS CORP UMPQ · Entity 116177 | OtherCommon Stock | 16 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-19-003814 · form4.xml · nonDerivative · entry 1 Nixon Torran B · CIK 0001689701 · Sr. EVP/Chief Banking Officer 10b5-1 filing: Not disclosed Ownership: Indirect · by 401(k) Disclosed balance after: 586 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 |
| November 23, 2018 Filed Nov 27, 2018 13:53 UTC | UMPQUA HOLDINGS CORP UMPQ · Entity 116177 | OtherCommon Stock | 66 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001077771-18-000156 · edgardoc.xml · nonDerivative · entry 2 Nixon Torran B · CIK 0001689701 · Sr. EVP/Chief Banking Officer · Sr. EVP/Chief Banking Officer 10b5-1 filing: Not disclosed Ownership: Indirect · by 401(k) Disclosed balance after: 570 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 |
| November 23, 2018 Filed Nov 27, 2018 13:53 UTC | UMPQUA HOLDINGS CORP UMPQ · Entity 116177 | Tax withholdingCommon Stock | 2,788 | $19.21 | $53,557.48 |
DisclosureSEC source: 0001077771-18-000156 · edgardoc.xml · nonDerivative · entry 1 Nixon Torran B · CIK 0001689701 · Sr. EVP/Chief Banking Officer · Sr. EVP/Chief Banking Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 72,150 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 |
| April 17, 2018 Filed Apr 18, 2018 15:37 UTC | UMPQUA HOLDINGS CORP UMPQ · Entity 116177 | OtherCommon Stock | 101 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001077771-18-000066 · edgardoc.xml · nonDerivative · entry 3 Nixon Torran B · CIK 0001689701 · Sr. EVP/Chief Banking Officer · Sr. EVP/Chief Banking Officer 10b5-1 filing: Not disclosed Ownership: Indirect · by 401(k) Disclosed balance after: 504 F3 · 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). F4 · price: Not required. Read SEC document |
| April 17, 2018 Filed Apr 18, 2018 15:37 UTC | UMPQUA HOLDINGS CORP UMPQ · Entity 116177 | GrantCommon Stock | 4,680 | $0.00 | $0.00 |
DisclosureSEC source: 0001077771-18-000066 · edgardoc.xml · nonDerivative · entry 2 Nixon Torran B · CIK 0001689701 · Sr. EVP/Chief Banking Officer · Sr. EVP/Chief Banking Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 74,938 F2 · shares: RSA granted 4/17/18. Beginning on the first anniversary of the grant date, the grant shares vest 33 1/3% per year for three years. Read SEC document |
| April 17, 2018 Filed Apr 18, 2018 15:37 UTC | UMPQUA HOLDINGS CORP UMPQ · Entity 116177 | GrantCommon Stock | 7,020 | $0.00 | $0.00 |
DisclosureSEC source: 0001077771-18-000066 · edgardoc.xml · nonDerivative · entry 1 Nixon Torran B · CIK 0001689701 · Sr. EVP/Chief Banking Officer · Sr. EVP/Chief Banking Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 70,258 F1 · shares: PSA granted 4/17/18. 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 and the issuer's return on tangible common equity compared to a group of peers. Read SEC document |
| February 02, 2018 Filed Feb 5, 2018 17:23 UTC | UMPQUA HOLDINGS CORP UMPQ · Entity 116177 | GrantCommon Stock | 8,235 | $0.00 | $0.00 |
DisclosureSEC source: 0001077771-18-000020 · edgardoc.xml · nonDerivative · entry 2 Nixon Torran B · CIK 0001689701 · EVP/Commercial Banking · EVP/Commercial Banking 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 63,238 F2 · shares: RSA granted 2/02/18. 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 02, 2018 Filed Feb 5, 2018 17:23 UTC | UMPQUA HOLDINGS CORP UMPQ · Entity 116177 | GrantCommon Stock | 12,352 | $0.00 | $0.00 |
DisclosureSEC source: 0001077771-18-000020 · edgardoc.xml · nonDerivative · entry 1 Nixon Torran B · CIK 0001689701 · EVP/Commercial Banking · EVP/Commercial Banking 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 55,003 F1 · shares: PSA granted 2/02/18. 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 and the issuer's return on tangible common equity compared to a group of peers. Read SEC document |
| February 01, 2018 Filed Feb 2, 2018 13:31 UTC | UMPQUA HOLDINGS CORP UMPQ · Entity 116177 | OtherCommon Stock | 12 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001077771-18-000012 · edgardoc.xml · nonDerivative · entry 2 Nixon Torran B · CIK 0001689701 · EVP/Commercial Banking · EVP/Commercial Banking 10b5-1 filing: Not disclosed Ownership: Indirect · by 401(k) Disclosed balance after: 403 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 |
| January 31, 2018 Filed Feb 2, 2018 13:31 UTC | UMPQUA HOLDINGS CORP UMPQ · Entity 116177 | Tax withholdingCommon Stock | 1,289 | $21.65 | $27,906.85 |
DisclosureSEC source: 0001077771-18-000012 · edgardoc.xml · nonDerivative · entry 1 Nixon Torran B · CIK 0001689701 · EVP/Commercial Banking · EVP/Commercial Banking 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 42,651 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 |
| November 22, 2017 Filed Nov 27, 2017 12:46 UTC | UMPQUA HOLDINGS CORP UMPQ · Entity 116177 | OtherCommon Stock | 177 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001077771-17-000182 · edgardoc.xml · nonDerivative · entry 2 Nixon Torran B · CIK 0001689701 · EVP/Commercial Banking · EVP/Commercial Banking 10b5-1 filing: Not disclosed Ownership: Indirect · by 401(k) Disclosed balance after: 391 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 |
| November 22, 2017 Filed Nov 27, 2017 12:46 UTC | UMPQUA HOLDINGS CORP UMPQ · Entity 116177 | Tax withholdingCommon Stock | 3,030 | $20.70 | $62,721.00 |
DisclosureSEC source: 0001077771-17-000182 · edgardoc.xml · nonDerivative · entry 1 Nixon Torran B · CIK 0001689701 · EVP/Commercial Banking · EVP/Commercial Banking 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 43,940 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, 2017 Filed Feb 2, 2017 19:39 UTC | UMPQUA HOLDINGS CORP UMPQ · Entity 116177 | OtherCommon Stock | 16 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001077771-17-000033 · edgardoc.xml · nonDerivative · entry 3 Nixon Torran B · CIK 0001689701 · EVP/Commercial Banking · EVP/Commercial Banking 10b5-1 filing: Not disclosed Ownership: Indirect · by 401(k) Disclosed balance after: 214 F3 · 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). F4 · price: Not required. Read SEC document |
| January 31, 2017 Filed Feb 2, 2017 19:39 UTC | UMPQUA HOLDINGS CORP UMPQ · Entity 116177 | GrantCommon Stock | 10,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001077771-17-000033 · edgardoc.xml · nonDerivative · entry 2 Nixon Torran B · CIK 0001689701 · EVP/Commercial Banking · EVP/Commercial Banking 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 46,970 F2 · shares: RSA granted 1/31/17. Beginning on the first anniversary of the grant date, the grant shares vest 33 1/3% per year for three years. Read SEC document |
| January 31, 2017 Filed Feb 2, 2017 19:39 UTC | UMPQUA HOLDINGS CORP UMPQ · Entity 116177 | GrantCommon Stock | 15,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001077771-17-000033 · edgardoc.xml · nonDerivative · entry 1 Nixon Torran B · CIK 0001689701 · EVP/Commercial Banking · EVP/Commercial Banking 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 36,970 F1 · shares: PSA granted 1/31/17. 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 and the issuer's return on tangible common equity compared to a group of peers. Read SEC document |
| November 23, 2016 Filed Nov 23, 2016 17:34 UTC | UMPQUA HOLDINGS CORP UMPQ · Entity 116177 | OtherCommon Stock | 11 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001077771-16-000447 · edgardoc.xml · nonDerivative · entry 2 Nixon Torran B · CIK 0001689701 · EVP/Commercial Banking 10b5-1 filing: Not disclosed Ownership: Indirect · by 401(k) Disclosed balance after: 198 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 |
| November 23, 2016 Filed Nov 23, 2016 17:34 UTC | UMPQUA HOLDINGS CORP UMPQ · Entity 116177 | Tax withholdingCommon Stock | 3,030 | $17.87 | $54,146.10 |
DisclosureSEC source: 0001077771-16-000447 · edgardoc.xml · nonDerivative · entry 1 Nixon Torran B · CIK 0001689701 · EVP/Commercial Banking 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,970 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.