Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| COLUMBIA BANKING SYSTEM, INC.COLB · Entity 707 | Director | May 15, 2025 | May 17, 2025 |
| CROWN CASTLE INC.CCI · Entity 3127 | Director | September 01, 2023 | September 05, 2023 |
| POPE RESOURCES LTD PARTNERSHIPPOPE · Entity 149390 | Director | May 08, 2020 | May 08, 2020 |
| PORTLAND GENERAL ELECTRIC CO /OR/POR · Entity 3819 | Director · President and CEO | February 13, 2026 | February 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 May 15, 2025 · Filed May 17, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 47,569 |
Reported balance
After 2025-05-15 transaction · row 1
1 source rowRow 1 · 2025-05-15 · Grant · Acquired 3,382 · Balance 47,569 |
CROWN CASTLE INC.
Report date September 01, 2023 · Filed September 05, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Stock, $0.01 Par ValueSEC Table I · non-derivative | Direct | 902 |
Reported balance
After 2023-09-01 transaction · row 1
1 source rowRow 1 · 2023-09-01 · Grant · Acquired 902 · Balance 902 F1: The stock is issued pursuant to the Company's 2022 Long-Term Incentive Plan as a component of non-employee director compensation. |
Filing footnotes · ownership attribution and instrument terms
F1: The stock is issued pursuant to the Company's 2022 Long-Term Incentive Plan as a component of non-employee director compensation.
POPE RESOURCES LTD PARTNERSHIP
Report date May 08, 2020 · Filed May 08, 2020
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Limited Partnership UnitsSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2020-05-08 transaction · row 1
1 source rowRow 1 · 2020-05-08 · Other · Disposed 3,744 · Balance 0 |
| Limited Partnership UnitsSEC Table I · non-derivative | IndirectBy a trust | 0 |
Reported balance
After 2020-05-08 transaction · row 2
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 2 · 2020-05-08 · Other · Disposed 60,000 · Balance 0 F1: Represents units held by a trust of which the reporting person is a trustee and shares voting and dispositive power. The reporting person disclaims beneficial ownership of securities held in such trust except to the extent of her pecuniary interest therein. |
| Limited Partnership UnitsSEC Table I · non-derivative | IndirectBy a trust | 0 |
Reported balance
After 2020-05-08 transaction · row 5
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 5 · 2020-05-08 · Other · Disposed 21,212 · Balance 0 |
| Limited Partnership UnitsSEC Table I · non-derivative | IndirectBy a limited partnership | 0 |
Reported balance
After 2020-05-08 transaction · row 3
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 3 · 2020-05-08 · Other · Disposed 49,307 · Balance 0 F2: Represents units held by a trust for reporting person's children for which reporting person holds voting and dispositive power by virtue of her position with the trust. The reporting person disclaims beneficial ownership of securities owned by such trust except to the extent of her pecuniary interest therein. |
| Limited Partnership UnitsSEC Table I · non-derivative | IndirectBy a limited liability company | 0 |
Reported balance
After 2020-05-08 transaction · row 4
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 4 · 2020-05-08 · Other · Disposed 198,244 · Balance 0 F3: Represents units owned by a limited liability company of which the reporting person is a managing member. The reporting person disclaims beneficial ownership of securities owned by such limited liability company except to the extent of her pecuniary interest therein. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents units held by a trust of which the reporting person is a trustee and shares voting and dispositive power. The reporting person disclaims beneficial ownership of securities held in such trust except to the extent of her pecuniary interest therein.
F2: Represents units held by a trust for reporting person's children for which reporting person holds voting and dispositive power by virtue of her position with the trust. The reporting person disclaims beneficial ownership of securities owned by such trust except to the extent of her pecuniary interest therein.
F3: Represents units owned by a limited liability company of which the reporting person is a managing member. The reporting person disclaims beneficial ownership of securities owned by such limited liability company except to the extent of her pecuniary interest therein.
PORTLAND GENERAL ELECTRIC CO /OR/
Report date February 13, 2026 · Filed February 18, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 221,247 |
Reported balance
After 2026-02-13 transaction · row 1
Sequence does not reconcile; account continuity is unresolved.
1 source rowRow 1 · 2026-02-13 · Grant · Acquired 27,112 · Balance 221,247 |
| Common StockSEC Table I · non-derivative | Direct | 281,359 |
Reported balance
After 2026-02-13 transaction · row 2
Sequence does not reconcile; account continuity is unresolved.
1 source rowRow 2 · 2026-02-13 · Grant · Acquired 60,112 · Balance 281,359 |
| Common StockSEC Table I · non-derivative | Direct | 250,432 |
Reported balance
After 2026-02-13 transaction · row 3
Sequence does not reconcile; account continuity is unresolved.
1 source rowRow 3 · 2026-02-13 · Tax withholding · Disposed 30,928 · Balance 250,432 |
| Common StockSEC Table I · non-derivative | Direct | 251,649 |
Reported balance
After 2026-02-13 transaction · row 4
Sequence does not reconcile; account continuity is unresolved.
1 source rowRow 4 · 2026-02-13 · Grant · Acquired 1,217 · Balance 251,649 |
| Common StockSEC Table I · non-derivative | Direct | 246,591 |
Reported balance
After 2026-02-13 transaction · row 5
Sequence does not reconcile; account continuity is unresolved.
1 source rowRow 5 · 2026-02-13 · Tax withholding · Disposed 5,058 · Balance 246,591 |
| Common StockSEC Table I · non-derivative | Direct | 247,808 |
Reported balance
After 2026-02-13 transaction · row 6
Sequence does not reconcile; account continuity is unresolved.
1 source rowRow 6 · 2026-02-13 · Grant · Acquired 1,078 · Balance 247,808 |
| Common StockSEC Table I · non-derivative | Direct | 241,350 |
Reported balance
After 2026-02-13 transaction · row 7
Sequence does not reconcile; account continuity is unresolved.
1 source rowRow 7 · 2026-02-13 · Tax withholding · Disposed 6,319 · Balance 241,350 |
| Common StockSEC Table I · non-derivative | Direct | 241,884 |
Reported balance
After 2026-02-13 transaction · row 8
Sequence does not reconcile; account continuity is unresolved.
1 source rowRow 8 · 2026-02-13 · Grant · Acquired 534 · Balance 241,884 |
| Common StockSEC Table I · non-derivative | Direct | 235,892 |
Reported balance
After 2026-02-13 transaction · row 9
Sequence does not reconcile; account continuity is unresolved.
1 source rowRow 9 · 2026-02-13 · Tax withholding · Disposed 5,991 · Balance 235,892 |
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 01, 2023
Section 16 reporting ended · disclosed 2023-03-01. 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 |
Reported balance
After 2023-02-28 transaction · row 1
1 source rowRow 1 · 2023-02-28 · Disposition to issuer · Disposed 62,803 · Balance 0 F1: Disposed of in connection with the Issuer's merger with Columbia Banking System, Inc. and each share of common stock of Issuer converted into the right to receive 0.5958 of a share of common stock of Columbia, having a market value of $17.71 per share of Issuer Common Stock based on the closing price per share of Columbia Common Stock on the last trading day prior to the merger of $29.73 per share. As a result of the Merger, the reporting person no longer beneficially owns, directly or indirectly, any shares of Issuer Common Stock. |
Filing footnotes · ownership attribution and instrument terms
F1: Disposed of in connection with the Issuer's merger with Columbia Banking System, Inc. and each share of common stock of Issuer converted into the right to receive 0.5958 of a share of common stock of Columbia, having a market value of $17.71 per share of Issuer Common Stock based on the closing price per share of Columbia Common Stock on the last trading day prior to the merger of $29.73 per share. As a result of the Merger, the reporting person no longer beneficially owns, directly or indirectly, any shares of Issuer Common 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 10, 2023 Filed Feb 14, 2023 16:46 UTC | PORTLAND GENERAL ELECTRIC CO /OR/ POR · Entity 3819 | Tax withholdingCommon Stock | 5,295 | $47.69 | $252,518.55 |
DisclosureSEC source: 0001214659-23-002249 · marketforms-59471.xml · nonDerivative · entry 5 POPE MARIA M · CIK 0001239047 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 160,151 Read SEC document |
| February 10, 2023 Filed Feb 14, 2023 16:46 UTC | PORTLAND GENERAL ELECTRIC CO /OR/ POR · Entity 3819 | GrantCommon Stock | 1,002 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-23-002249 · marketforms-59471.xml · nonDerivative · entry 4 POPE MARIA M · CIK 0001239047 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 165,446 F3 · shares: Reflects the vesting of dividend equivalent units for the February 12, 2020 time based 3-year cliff vest restricted stock award. Because the stock vested on Sunday, February 12, 2022 the company usedFriday, February 10, 2023 as the stock price. Read SEC document |
| February 10, 2023 Filed Feb 14, 2023 16:46 UTC | PORTLAND GENERAL ELECTRIC CO /OR/ POR · Entity 3819 | GrantCommon Stock | 25,577 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-23-002249 · marketforms-59471.xml · nonDerivative · entry 3 POPE MARIA M · CIK 0001239047 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 164,444 F2 · shares: Time-based restricted units awarded on Feb. 10, 2023 which vests 1/3 each on Feb. 14th of 2024, 2025 and 2026 Read SEC document |
| February 10, 2023 Filed Feb 14, 2023 16:46 UTC | PORTLAND GENERAL ELECTRIC CO /OR/ POR · Entity 3819 | Tax withholdingCommon Stock | 14,449 | $47.69 | $689,072.81 |
DisclosureSEC source: 0001214659-23-002249 · marketforms-59471.xml · nonDerivative · entry 2 POPE MARIA M · CIK 0001239047 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 138,867 Read SEC document |
| February 10, 2023 Filed Feb 14, 2023 16:46 UTC | PORTLAND GENERAL ELECTRIC CO /OR/ POR · Entity 3819 | GrantCommon Stock | 34,043 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-23-002249 · marketforms-59471.xml · nonDerivative · entry 1 POPE MARIA M · CIK 0001239047 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 153,316 F1 · shares: Reflects the vesting of performance-based restricted stock units and related dividend equivalent rights. Read SEC document |
| August 29, 2022 Filed Aug 30, 2022 22:28 UTC | PORTLAND GENERAL ELECTRIC CO /OR/ POR · Entity 3819 | GiftCommon Stock | 4,500 | $52.39 | $235,755.00 |
DisclosureSEC source: 0001214659-22-010743 · marketforms-57019.xml · nonDerivative · entry 1 POPE MARIA M · CIK 0001239047 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 119,273 F1 · price: The price reported in column 4 is a weighted average price. Read SEC document |
| August 25, 2022 Filed Aug 29, 2022 19:21 UTC | PORTLAND GENERAL ELECTRIC CO /OR/ POR · Entity 3819 | GiftCommon Stock | 5,025 | $53.34 | $268,033.50 |
DisclosureSEC source: 0001214659-22-010633 · marketforms-56983.xml · nonDerivative · entry 2 POPE MARIA M · CIK 0001239047 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 123,773 F1 · price: The price reported in column 4 is a weighted average price. Read SEC document |
| August 25, 2022 Filed Aug 29, 2022 19:21 UTC | PORTLAND GENERAL ELECTRIC CO /OR/ POR · Entity 3819 | GiftCommon Stock | 470 | $53.34 | $25,069.80 |
DisclosureSEC source: 0001214659-22-010633 · marketforms-56983.xml · nonDerivative · entry 1 POPE MARIA M · CIK 0001239047 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 128,798 F1 · price: The price reported in column 4 is a weighted average price. Read SEC document |
| February 14, 2022 Filed Feb 15, 2022 23:09 UTC | PORTLAND GENERAL ELECTRIC CO /OR/ POR · Entity 3819 | Tax withholdingCommon Stock | 3,582 | $50.73 | $181,714.86 |
DisclosureSEC source: 0001214659-22-002755 · marketforms-55395.xml · nonDerivative · entry 7 POPE MARIA M · CIK 0001239047 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 129,268 Read SEC document |
| February 14, 2022 Filed Feb 15, 2022 23:09 UTC | PORTLAND GENERAL ELECTRIC CO /OR/ POR · Entity 3819 | GrantCommon Stock | 249 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-22-002755 · marketforms-55395.xml · nonDerivative · entry 6 POPE MARIA M · CIK 0001239047 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 132,850 F4 · shares: Represents taxes and dividend equivalent units associated with the vesting of the first one-third vesting of time-based restricted stock units awarded on Feb. 17, 2021. Read SEC document |
| February 13, 2022 Filed Feb 15, 2022 23:09 UTC | PORTLAND GENERAL ELECTRIC CO /OR/ POR · Entity 3819 | Tax withholdingCommon Stock | 3,896 | $51.86 | $202,046.56 |
DisclosureSEC source: 0001214659-22-002755 · marketforms-55395.xml · nonDerivative · entry 5 POPE MARIA M · CIK 0001239047 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 132,601 Read SEC document |
| February 13, 2022 Filed Feb 15, 2022 23:09 UTC | PORTLAND GENERAL ELECTRIC CO /OR/ POR · Entity 3819 | GrantCommon Stock | 1,083 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-22-002755 · marketforms-55395.xml · nonDerivative · entry 4 POPE MARIA M · CIK 0001239047 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 136,497 F3 · shares: Reflects the vesting of dividend equivalent units for the February 13, 2019 time based 3-year cliff vest restricted stock award. Because the stock vested on Sunday, February 13, 2022 the company used Friday, February 11, 2022 as the stock price. Read SEC document |
| February 11, 2022 Filed Feb 15, 2022 23:09 UTC | PORTLAND GENERAL ELECTRIC CO /OR/ POR · Entity 3819 | GrantCommon Stock | 21,819 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-22-002755 · marketforms-55395.xml · nonDerivative · entry 3 POPE MARIA M · CIK 0001239047 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 135,414 F2 · shares: Reflects vesting of 1/3 of restricted stock units granted on February 11, 2022. Read SEC document |
| February 11, 2022 Filed Feb 15, 2022 23:09 UTC | PORTLAND GENERAL ELECTRIC CO /OR/ POR · Entity 3819 | Tax withholdingCommon Stock | 21,687 | $51.86 | $1,124,687.82 |
DisclosureSEC source: 0001214659-22-002755 · marketforms-55395.xml · nonDerivative · entry 2 POPE MARIA M · CIK 0001239047 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 113,595 Read SEC document |
| February 11, 2022 Filed Feb 15, 2022 23:09 UTC | PORTLAND GENERAL ELECTRIC CO /OR/ POR · Entity 3819 | GrantCommon Stock | 48,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-22-002755 · marketforms-55395.xml · nonDerivative · entry 1 POPE MARIA M · CIK 0001239047 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 135,282 F1 · shares: Reflects the vesting of performance-based restricted stock units and related dividend equivalent rights. Read SEC document |
| April 20, 2021 Filed Apr 22, 2021 12:21 UTC | UMPQUA HOLDINGS CORP UMPQ · Entity 116177 | GrantCommon Stock | 8,443 | $17.47 | $147,499.21 |
DisclosureSEC source: 0001127602-21-014214 · form4.xml · nonDerivative · entry 1 POPE MARIA M · CIK 0001239047 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 62,803 F1 · shares: RSA granted April 20, 2021, vests 100% on the day before the 2022 annual meeting of shareholders. Read SEC document |
| February 17, 2021 Filed Feb 19, 2021 23:13 UTC | PORTLAND GENERAL ELECTRIC CO /OR/ POR · Entity 3819 | GrantCommon Stock | 21,892 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-21-002144 · marketforms-51505.xml · nonDerivative · entry 3 POPE MARIA M · CIK 0001239047 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 87,282 F2 · shares: Reflects a grant of Restricted Stock Units which, subject to continued service, will vest on February 14, 2024 Read SEC document |
| February 17, 2021 Filed Feb 19, 2021 23:13 UTC | PORTLAND GENERAL ELECTRIC CO /OR/ POR · Entity 3819 | Tax withholdingCommon Stock | 4,667 | $41.87 | $195,407.29 |
DisclosureSEC source: 0001214659-21-002144 · marketforms-51505.xml · nonDerivative · entry 2 POPE MARIA M · CIK 0001239047 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 65,390 Read SEC document |
| February 17, 2021 Filed Feb 19, 2021 23:13 UTC | PORTLAND GENERAL ELECTRIC CO /OR/ POR · Entity 3819 | GrantCommon Stock | 14,409 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-21-002144 · marketforms-51505.xml · nonDerivative · entry 1 POPE MARIA M · CIK 0001239047 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 70,057 F1 · shares: Reflects the vesting of performance-related restricted stock units and related dividend equivalent rights Read SEC document |
| May 08, 2020 Filed May 8, 2020 12:12 UTC | POPE RESOURCES LTD PARTNERSHIP POPE · Entity 149390 | OtherLimited Partnership Units | 21,212 | $103.55 | $2,196,502.60 |
DisclosureSEC source: 0000784011-20-000057 · wf-form4_158895432212263.xml · nonDerivative · entry 5 POPE MARIA M · CIK 0001239047 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By a trust Disclosed balance after: 0 Read SEC document |
| May 08, 2020 Filed May 8, 2020 12:12 UTC | POPE RESOURCES LTD PARTNERSHIP POPE · Entity 149390 | OtherLimited Partnership Units | 198,244 | $103.55 | $20,528,166.20 |
DisclosureSEC source: 0000784011-20-000057 · wf-form4_158895432212263.xml · nonDerivative · entry 4 POPE MARIA M · CIK 0001239047 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By a limited liability company Disclosed balance after: 0 F3 · ownership.nature: Represents units owned by a limited liability company of which the reporting person is a managing member. The reporting person disclaims beneficial ownership of securities owned by such limited liability company except to the extent of her pecuniary interest therein. Read SEC document |
| May 08, 2020 Filed May 8, 2020 12:12 UTC | POPE RESOURCES LTD PARTNERSHIP POPE · Entity 149390 | OtherLimited Partnership Units | 49,307 | $103.55 | $5,105,739.85 |
DisclosureSEC source: 0000784011-20-000057 · wf-form4_158895432212263.xml · nonDerivative · entry 3 POPE MARIA M · CIK 0001239047 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By a limited partnership Disclosed balance after: 0 F2 · ownership.nature: Represents units held by a trust for reporting person's children for which reporting person holds voting and dispositive power by virtue of her position with the trust. The reporting person disclaims beneficial ownership of securities owned by such trust except to the extent of her pecuniary interest therein. Read SEC document |
| May 08, 2020 Filed May 8, 2020 12:12 UTC | POPE RESOURCES LTD PARTNERSHIP POPE · Entity 149390 | OtherLimited Partnership Units | 60,000 | $103.55 | $6,213,000.00 |
DisclosureSEC source: 0000784011-20-000057 · wf-form4_158895432212263.xml · nonDerivative · entry 2 POPE MARIA M · CIK 0001239047 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By a trust Disclosed balance after: 0 F1 · ownership.nature: Represents units held by a trust of which the reporting person is a trustee and shares voting and dispositive power. The reporting person disclaims beneficial ownership of securities held in such trust except to the extent of her pecuniary interest therein. Read SEC document |
| May 08, 2020 Filed May 8, 2020 12:12 UTC | POPE RESOURCES LTD PARTNERSHIP POPE · Entity 149390 | OtherLimited Partnership Units | 3,744 | $103.55 | $387,691.20 |
DisclosureSEC source: 0000784011-20-000057 · wf-form4_158895432212263.xml · nonDerivative · entry 1 POPE MARIA M · CIK 0001239047 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Read SEC document |
| April 22, 2020 Filed Apr 22, 2020 18:01 UTC | UMPQUA HOLDINGS CORP UMPQ · Entity 116177 | GrantCommon Stock | 14,020 | $10.52 | $147,490.40 |
DisclosureSEC source: 0001127602-20-014320 · form4.xml · nonDerivative · entry 1 POPE MARIA M · CIK 0001239047 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 54,360 F1 · shares: RSA granted April 22, 2020, vests 100% on the day before the 2021 annual meeting of shareholders. Read SEC document |
| February 12, 2020 Filed Feb 13, 2020 21:19 UTC | PORTLAND GENERAL ELECTRIC CO /OR/ POR · Entity 3819 | GrantCommon Stock | 9,224 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-20-001337 · marketforms-47739.xml · nonDerivative · entry 3 POPE MARIA M · CIK 0001239047 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 55,648 F2 · shares: Reflects a grant of Restricted Stock Units which, subject to continued service, will vest on February 12, 2023. Read SEC document |
| February 12, 2020 Filed Feb 13, 2020 21:19 UTC | PORTLAND GENERAL ELECTRIC CO /OR/ POR · Entity 3819 | Tax withholdingCommon Stock | 4,034 | $60.98 | $245,993.32 |
DisclosureSEC source: 0001214659-20-001337 · marketforms-47739.xml · nonDerivative · entry 2 POPE MARIA M · CIK 0001239047 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 46,424 Read SEC document |
| February 12, 2020 Filed Feb 13, 2020 21:19 UTC | PORTLAND GENERAL ELECTRIC CO /OR/ POR · Entity 3819 | GrantCommon Stock | 12,083 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-20-001337 · marketforms-47739.xml · nonDerivative · entry 1 POPE MARIA M · CIK 0001239047 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 50,458 F1 · shares: Reflects the vesting of performance-based restricted stock units and related dividend equivalent rights. Read SEC document |
| December 31, 2019 Filed Jan 2, 2020 11:40 UTC | POPE RESOURCES LTD PARTNERSHIP POPE · Entity 149390 | GrantLimited Partnership Units | 94 | $92.50 | $8,695.00 |
DisclosureSEC source: 0000784011-20-000006 · wf-form4_157798320290289.xml · nonDerivative · entry 1 POPE MARIA M · CIK 0001239047 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,744 Read SEC document |
| November 12, 2019 Filed Nov 14, 2019 17:26 UTC | UMPQUA HOLDINGS CORP UMPQ · Entity 116177 | GrantCommon Stock | 1,158 | $16.74 | $19,384.92 |
DisclosureSEC source: 0001127602-19-032774 · form4.xml · nonDerivative · entry 1 POPE MARIA M · CIK 0001239047 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 40,340 F1 · shares: Quarterly payment of equity portion of director compensation retainer under 2013 Incentive Plan. Read SEC document |
| September 30, 2019 Filed Oct 1, 2019 19:58 UTC | POPE RESOURCES LTD PARTNERSHIP POPE · Entity 149390 | GrantLimited Partnership Units | 124 | $70.52 | $8,744.48 |
DisclosureSEC source: 0000784011-19-000110 · wf-form4_156997427830014.xml · nonDerivative · entry 1 POPE MARIA M · CIK 0001239047 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,650 Read SEC document |
| August 10, 2019 Filed Aug 13, 2019 14:52 UTC | UMPQUA HOLDINGS CORP UMPQ · Entity 116177 | GrantCommon Stock | 1,183 | $16.38 | $19,377.54 |
DisclosureSEC source: 0001127602-19-026507 · form4.xml · nonDerivative · entry 1 POPE MARIA M · CIK 0001239047 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 39,182 F1 · shares: Quarterly payment of equity portion of director compensation retainer under 2013 Incentive Plan. Read SEC document |
| June 28, 2019 Filed Jul 2, 2019 17:53 UTC | POPE RESOURCES LTD PARTNERSHIP POPE · Entity 149390 | GrantLimited Partnership Units | 128 | $68.21 | $8,730.88 |
DisclosureSEC source: 0000784011-19-000094 · wf-form4_156210437142923.xml · nonDerivative · entry 1 POPE MARIA M · CIK 0001239047 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,526 Read SEC document |
| May 10, 2019 Filed May 13, 2019 17:27 UTC | UMPQUA HOLDINGS CORP UMPQ · Entity 116177 | GrantCommon Stock | 1,132 | $17.12 | $19,379.84 |
DisclosureSEC source: 0001127602-19-018365 · form4.xml · nonDerivative · entry 1 POPE MARIA M · CIK 0001239047 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 37,999 F1 · shares: Quarterly payment of equity portion of director compensation retainer; awards of shares made under the shareholder-approved 2013 Incentive Plan. Read SEC document |
| April 18, 2019 Filed Apr 22, 2019 17:23 UTC | UMPQUA HOLDINGS CORP UMPQ · Entity 116177 | GrantCommon Stock | 3,509 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-19-016012 · form4.xml · nonDerivative · entry 1 POPE MARIA M · CIK 0001239047 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 36,867 F1 · shares: RSA granted 4/18/19 to directors on the Issuer's board of directors. The grant vests 100% on the day before the 2020 Annual Meeting. Read SEC document |
| March 29, 2019 Filed Apr 4, 2019 18:57 UTC | POPE RESOURCES LTD PARTNERSHIP POPE · Entity 149390 | OtherLimited Partnership Units | 41,073 | $67.00 | $2,751,891.00 |
DisclosureSEC source: 0000784011-19-000070 · wf-form4_155441865317902.xml · nonDerivative · entry 4 POPE MARIA M · CIK 0001239047 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By a limited liability company Disclosed balance after: 198,244 F3 · shares: The disposition reported herein relates to an adjustment in the Reporting Person's indirect beneficial ownership of a family limited liability company ("Entity") of which the Reporting Person is managing member. In connection with that adjustment, one member of the Entity redeemed such member's ownership interest in the Entity in exchange for a distribution of certain assets held therein, including certain Units attributable to the Reporting Person by virtue of her position as managing member thereof. The adjustment simultaneously had the effect of increasing the percentage interests of all remaining members of the Entity, which resulted in a nominal increase in the pecuniary interest of the Reporting Person in the Units held by the Entity. The number of Units reported in Column 4 reflects the number of Units owned by the Entity after the adjustment, and the Reporting Person disclaims beneficial ownership of such Units except to the extent of her pecuniary interest therein. Read SEC document |
| March 29, 2019 Filed Apr 4, 2019 18:57 UTC | POPE RESOURCES LTD PARTNERSHIP POPE · Entity 149390 | GrantLimited Partnership Units | 131 | $66.50 | $8,711.50 |
DisclosureSEC source: 0000784011-19-000070 · wf-form4_155441865317902.xml · nonDerivative · entry 3 POPE MARIA M · CIK 0001239047 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,398 Read SEC document |
| February 13, 2019 Filed Feb 16, 2019 00:34 UTC | PORTLAND GENERAL ELECTRIC CO /OR/ POR · Entity 3819 | GrantCommon Stock | 10,919 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-19-001322 · marketforms-44106.xml · nonDerivative · entry 3 POPE MARIA M · CIK 0001239047 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 38,375 F2 · shares: Reflects a grant of Restricted Stock Units which, subject to continued service, will vest on February 13, 2022 and be settled in shares. Read SEC document |
| February 13, 2019 Filed Feb 16, 2019 00:34 UTC | PORTLAND GENERAL ELECTRIC CO /OR/ POR · Entity 3819 | Tax withholdingCommon Stock | 3,909 | $48.65 | $190,172.85 |
DisclosureSEC source: 0001214659-19-001322 · marketforms-44106.xml · nonDerivative · entry 2 POPE MARIA M · CIK 0001239047 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,456 Read SEC document |
| February 13, 2019 Filed Feb 16, 2019 00:34 UTC | PORTLAND GENERAL ELECTRIC CO /OR/ POR · Entity 3819 | GrantCommon Stock | 11,724 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-19-001322 · marketforms-44106.xml · nonDerivative · entry 1 POPE MARIA M · CIK 0001239047 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,365 F1 · shares: Reflects the vesting of performance-based Restricted Stock Units and related dividend equivalent rights. Read SEC document |
| February 11, 2019 Filed Feb 13, 2019 16:35 UTC | UMPQUA HOLDINGS CORP UMPQ · Entity 116177 | GrantCommon Stock | 1,095 | $17.70 | $19,381.50 |
DisclosureSEC source: 0001127602-19-005672 · form4.xml · nonDerivative · entry 1 POPE MARIA M · CIK 0001239047 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,358 F1 · shares: Quarterly payment of equity portion of director compensation retainer; awards of shares made under the shareholder-approved 2013 Incentive Plan. Read SEC document |
| January 14, 2019 Filed Jan 15, 2019 15:28 UTC | POPE RESOURCES LTD PARTNERSHIP POPE · Entity 149390 | GrantLimited Partnership Units | 720 | $60.50 | $43,560.00 |
DisclosureSEC source: 0000784011-19-000015 · wf-form4_154758409348313.xml · nonDerivative · entry 1 POPE MARIA M · CIK 0001239047 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,362 Read SEC document |
| January 14, 2019 Filed Jan 16, 2019 13:06 UTC Amendment | POPE RESOURCES LTD PARTNERSHIP POPE · Entity 149390 | GrantLimited Partnership Units | 720 | $69.50 | $50,040.00 |
DisclosureSEC source: 0000784011-19-000036 · wf-form4a_154766196563277.xml · nonDerivative · entry 1 POPE MARIA M · CIK 0001239047 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,362 Read SEC document |
| December 31, 2018 Filed Jan 2, 2019 15:31 UTC | POPE RESOURCES LTD PARTNERSHIP POPE · Entity 149390 | GrantLimited Partnership Units | 133 | $65.50 | $8,711.50 |
DisclosureSEC source: 0000784011-19-000004 · wf-form4_154646107212311.xml · nonDerivative · entry 1 POPE MARIA M · CIK 0001239047 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,642 Read SEC document |
| November 13, 2018 Filed Nov 15, 2018 13:23 UTC | UMPQUA HOLDINGS CORP UMPQ · Entity 116177 | GrantCommon Stock | 889 | $0.00 | $0.00 |
DisclosureSEC source: 0001077771-18-000147 · edgardoc.xml · nonDerivative · entry 1 POPE MARIA M · CIK 0001239047 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,263 F1 · shares: Quarterly payment of equity portion of director compensation retainer; awards of shares made under the shareholder-approved 2013 Incentive Plan. Read SEC document |
| September 28, 2018 Filed Oct 1, 2018 17:01 UTC | POPE RESOURCES LTD PARTNERSHIP POPE · Entity 149390 | GrantLimited Partnership Units | 120 | $72.50 | $8,700.00 |
DisclosureSEC source: 0000784011-18-000077 · wf-form4_153842765707077.xml · nonDerivative · entry 1 POPE MARIA M · CIK 0001239047 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,509 Read SEC document |
| August 10, 2018 Filed Aug 13, 2018 13:42 UTC | UMPQUA HOLDINGS CORP UMPQ · Entity 116177 | GrantCommon Stock | 822 | $0.00 | $0.00 |
DisclosureSEC source: 0001077771-18-000122 · edgardoc.xml · nonDerivative · entry 1 POPE MARIA M · CIK 0001239047 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,374 F1 · shares: Quarterly payment of equity portion of director compensation retainer; awards of shares made under the shareholder-approved 2013 Incentive Plan. Read SEC document |
| June 29, 2018 Filed Jul 3, 2018 15:01 UTC | POPE RESOURCES LTD PARTNERSHIP POPE · Entity 149390 | GrantLimited Partnership Units | 119 | $73.50 | $8,746.50 |
DisclosureSEC source: 0000784011-18-000065 · wf-form4_153064448308345.xml · nonDerivative · entry 1 POPE MARIA M · CIK 0001239047 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,389 Read SEC document |
| May 10, 2018 Filed May 11, 2018 13:22 UTC | UMPQUA HOLDINGS CORP UMPQ · Entity 116177 | GrantCommon Stock | 731 | $0.00 | $0.00 |
DisclosureSEC source: 0001077771-18-000093 · edgardoc.xml · nonDerivative · entry 1 POPE MARIA M · CIK 0001239047 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,552 F1 · shares: Quarterly payment of equity portion of director compensation retainer; awards of shares made under the shareholder-approved 2013 Incentive Plan. Read SEC document |
| April 19, 2018 Filed Apr 20, 2018 12:50 UTC | UMPQUA HOLDINGS CORP UMPQ · Entity 116177 | GrantCommon Stock | 2,601 | $0.00 | $0.00 |
DisclosureSEC source: 0001077771-18-000076 · edgardoc.xml · nonDerivative · entry 1 POPE MARIA M · CIK 0001239047 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,821 F1 · shares: RSA granted 4/19/18 to directors on the Issuer's board of directors. The grant vests 100% on the day before the 2019 Annual Meeting. 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.