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 |
|---|---|---|---|---|---|---|
| March 29, 2018 Filed Apr 2, 2018 14:27 UTC | POPE RESOURCES LTD PARTNERSHIP POPE · Entity 149390 | GrantLimited Partnership Units | 124 | $70.30 | $8,717.20 |
DisclosureSEC source: 0000784011-18-000047 · wf-form4_152269365081439.xml · nonDerivative · entry 1 POPE MARIA M · CIK 0001239047 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,270 Read SEC document |
| March 21, 2018 Filed Apr 4, 2019 18:57 UTC | POPE RESOURCES LTD PARTNERSHIP POPE · Entity 149390 | GiftLimited Partnership Units | 28,095 | $70.58 | $1,982,945.10 |
DisclosureSEC source: 0000784011-19-000070 · wf-form4_155441865317902.xml · nonDerivative · entry 2 POPE MARIA M · CIK 0001239047 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By a limited partnership Disclosed balance after: 49,307 F1 · shares: Represents a change in beneficial ownership that is exempt under section 16(a)(3)of the Exchange Act. F2 · ownership.nature: Represents units held by a limited partnership for reporting person's children for which reporting person holds voting and dispositive power by virtue of her position with the limited partnership. The reporting person disclaims beneficial ownership of securities owned by such trust except to the extent of her pecuniary interest therein. Read SEC document |
| March 21, 2018 Filed Apr 4, 2019 18:57 UTC | POPE RESOURCES LTD PARTNERSHIP POPE · Entity 149390 | GiftLimited Partnership Units | 28,095 | $70.58 | $1,982,945.10 |
DisclosureSEC source: 0000784011-19-000070 · wf-form4_155441865317902.xml · nonDerivative · entry 1 POPE MARIA M · CIK 0001239047 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,267 F1 · shares: Represents a change in beneficial ownership that is exempt under section 16(a)(3)of the Exchange Act. Read SEC document |
| February 14, 2018 Filed Feb 16, 2018 23:03 UTC | PORTLAND GENERAL ELECTRIC CO /OR/ POR · Entity 3819 | Tax withholdingCommon Stock | 4,414 | $39.94 | $176,295.16 |
DisclosureSEC source: 0001214659-18-001362 · marketforms-41051.xml · nonDerivative · entry 2 POPE MARIA M · CIK 0001239047 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,641 Read SEC document |
| February 14, 2018 Filed Feb 16, 2018 23:03 UTC | PORTLAND GENERAL ELECTRIC CO /OR/ POR · Entity 3819 | GrantCommon Stock | 13,190 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-18-001362 · marketforms-41051.xml · nonDerivative · entry 1 POPE MARIA M · CIK 0001239047 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,055 F1 · shares: Reflects the vesting of performance-based restricted stock units and related dividend equivalent rights. Read SEC document |
| February 12, 2018 Filed Feb 13, 2018 13:14 UTC | UMPQUA HOLDINGS CORP UMPQ · Entity 116177 | GrantCommon Stock | 817 | $0.00 | $0.00 |
DisclosureSEC source: 0001077771-18-000030 · edgardoc.xml · nonDerivative · entry 1 POPE MARIA M · CIK 0001239047 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,220 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 12, 2018 Filed Jan 16, 2018 12:13 UTC | POPE RESOURCES LTD PARTNERSHIP POPE · Entity 149390 | GrantLimited Partnership Units | 715 | $69.94 | $50,007.10 |
DisclosureSEC source: 0000784011-18-000024 · wf-form4_151612280119690.xml · nonDerivative · entry 1 POPE MARIA M · CIK 0001239047 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,146 F1 · shares: The amount shown in column 4 represents a grant of restricted units pursuant to Rule 16.b.3. Read SEC document |
| December 29, 2017 Filed Jan 2, 2018 16:43 UTC | POPE RESOURCES LTD PARTNERSHIP POPE · Entity 149390 | GrantLimited Partnership Units | 125 | $69.74 | $8,717.50 |
DisclosureSEC source: 0000784011-18-000004 · wf-form4_151492941916998.xml · nonDerivative · entry 1 POPE MARIA M · CIK 0001239047 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,431 Read SEC document |
| November 28, 2017 Filed Nov 28, 2017 17:40 UTC | POPE RESOURCES LTD PARTNERSHIP POPE · Entity 149390 | PurchaseLimited Partnership Units | 1,045 | $70.96 | $74,153.20 |
DisclosureSEC source: 0000784011-17-000123 · wf-form4_151190879908006.xml · nonDerivative · entry 2 POPE MARIA M · CIK 0001239047 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By a trust Disclosed balance after: 21,212 F1 · 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 |
| November 27, 2017 Filed Nov 28, 2017 17:40 UTC | POPE RESOURCES LTD PARTNERSHIP POPE · Entity 149390 | PurchaseLimited Partnership Units | 25,000 | $70.15 | $1,753,750.00 |
DisclosureSEC source: 0000784011-17-000123 · wf-form4_151190879908006.xml · nonDerivative · entry 1 POPE MARIA M · CIK 0001239047 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,306 Read SEC document |
| November 13, 2017 Filed Nov 14, 2017 11:07 UTC | UMPQUA HOLDINGS CORP UMPQ · Entity 116177 | Exercise / conversionNon-Qualified Stock Option (right to buy) · Derivative | 3,252 | Not disclosed Strike: $14.55 | Not disclosed |
DisclosureSEC source: 0001077771-17-000180 · edgardoc.xml · derivative · entry 3 POPE MARIA M · CIK 0001239047 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 3,252 shares Expires 2023-07-29 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. F2 · price: Not required. Read SEC document |
| November 13, 2017 Filed Nov 14, 2017 11:07 UTC | UMPQUA HOLDINGS CORP UMPQ · Entity 116177 | Tax withholdingCommon Stock | 2,356 | $20.08 | $47,308.48 |
DisclosureSEC source: 0001077771-17-000180 · edgardoc.xml · nonDerivative · entry 2 POPE MARIA M · CIK 0001239047 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,403 F1 · shares: Payment of purchase price 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 13, 2017 Filed Nov 14, 2017 11:07 UTC | UMPQUA HOLDINGS CORP UMPQ · Entity 116177 | Exercise / conversionCommon Stock | 3,252 | $14.55 | $47,316.60 |
DisclosureSEC source: 0001077771-17-000180 · edgardoc.xml · nonDerivative · entry 1 POPE MARIA M · CIK 0001239047 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,759 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 |
| November 10, 2017 Filed Nov 13, 2017 17:44 UTC | UMPQUA HOLDINGS CORP UMPQ · Entity 116177 | GrantCommon Stock | 872 | $0.00 | $0.00 |
DisclosureSEC source: 0001077771-17-000174 · edgardoc.xml · nonDerivative · entry 1 POPE MARIA M · CIK 0001239047 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,507 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 29, 2017 Filed Oct 2, 2017 14:28 UTC | POPE RESOURCES LTD PARTNERSHIP POPE · Entity 149390 | GrantLimited Partnership Units | 124 | $70.33 | $8,720.92 |
DisclosureSEC source: 0000784011-17-000111 · wf-form4_150696891154255.xml · nonDerivative · entry 1 POPE MARIA M · CIK 0001239047 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,306 Read SEC document |
| August 10, 2017 Filed Aug 14, 2017 13:57 UTC | UMPQUA HOLDINGS CORP UMPQ · Entity 116177 | GrantCommon Stock | 1,003 | $0.00 | $0.00 |
DisclosureSEC source: 0001077771-17-000141 · edgardoc.xml · nonDerivative · entry 1 POPE MARIA M · CIK 0001239047 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,635 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 30, 2017 Filed Jul 5, 2017 13:16 UTC | POPE RESOURCES LTD PARTNERSHIP POPE · Entity 149390 | GrantLimited Partnership Units | 118 | $74.05 | $8,737.90 |
DisclosureSEC source: 0000784011-17-000084 · wf-form4_149927495364711.xml · nonDerivative · entry 1 POPE MARIA M · CIK 0001239047 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,182 Read SEC document |
| May 10, 2017 Filed May 11, 2017 13:48 UTC | UMPQUA HOLDINGS CORP UMPQ · Entity 116177 | GrantCommon Stock | 971 | $0.00 | $0.00 |
DisclosureSEC source: 0001077771-17-000113 · edgardoc.xml · nonDerivative · entry 1 POPE MARIA M · CIK 0001239047 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,632 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 20, 2017 Filed Apr 21, 2017 15:34 UTC | UMPQUA HOLDINGS CORP UMPQ · Entity 116177 | GrantCommon Stock | 2,275 | $0.00 | $0.00 |
DisclosureSEC source: 0001077771-17-000089 · edgardoc.xml · nonDerivative · entry 1 POPE MARIA M · CIK 0001239047 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,661 F1 · shares: RSA granted 4/20/17 to directors on the Issuer's board of directors. The grant vests 100% on the day before the 2018 Annual Meeting. Read SEC document |
| March 31, 2017 Filed Mar 31, 2017 18:26 UTC | POPE RESOURCES LTD PARTNERSHIP POPE · Entity 149390 | GrantLimited Partnership Units | 123 | $70.76 | $8,703.48 |
DisclosureSEC source: 0000784011-17-000055 · wf-form4_149099918610653.xml · nonDerivative · entry 1 POPE MARIA M · CIK 0001239047 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,064 Read SEC document |
| March 14, 2017 Filed Mar 15, 2017 21:44 UTC | PORTLAND GENERAL ELECTRIC CO /OR/ POR · Entity 3819 | GiftCommon Stock | 560 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-17-001982 · marketforms-38346.xml · nonDerivative · entry 2 POPE MARIA M · CIK 0001239047 · Sr. Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,865 Read SEC document |
| March 14, 2017 Filed Mar 15, 2017 21:44 UTC | PORTLAND GENERAL ELECTRIC CO /OR/ POR · Entity 3819 | SaleCommon Stock | 10,838 | $44.07 | $477,635.00 |
DisclosureSEC source: 0001214659-17-001982 · marketforms-38346.xml · nonDerivative · entry 1 POPE MARIA M · CIK 0001239047 · Sr. Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,425 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $44.0400 and $44.1200 inclusive. The reporting person undertakes to provide to Portland General Electric Company, any security holder of Portland General Electric Company, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in Footnote 1 to this Form 4. Read SEC document |
| February 15, 2017 Filed Feb 17, 2017 19:00 UTC | PORTLAND GENERAL ELECTRIC CO /OR/ POR · Entity 3819 | Tax withholdingCommon Stock | 6,268 | $40.03 | $250,908.04 |
DisclosureSEC source: 0001214659-17-001223 · marketforms-37995.xml · nonDerivative · entry 2 POPE MARIA M · CIK 0001239047 · Sr. Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,263 Read SEC document |
| February 15, 2017 Filed Feb 17, 2017 19:00 UTC | PORTLAND GENERAL ELECTRIC CO /OR/ POR · Entity 3819 | GrantCommon Stock | 17,106 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-17-001223 · marketforms-37995.xml · nonDerivative · entry 1 POPE MARIA M · CIK 0001239047 · Sr. Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,531 F1 · shares: Reflects the vesting of performance-based restricted stock units and related dividend equivalent rights. Read SEC document |
| February 10, 2017 Filed Feb 13, 2017 14:15 UTC | UMPQUA HOLDINGS CORP UMPQ · Entity 116177 | GrantCommon Stock | 934 | $0.00 | $0.00 |
DisclosureSEC source: 0001077771-17-000051 · edgardoc.xml · nonDerivative · entry 1 POPE MARIA M · CIK 0001239047 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,386 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 12, 2017 Filed Jan 13, 2017 14:11 UTC | POPE RESOURCES LTD PARTNERSHIP POPE · Entity 149390 | GrantLimited Partnership Units | 764 | $65.50 | $50,042.00 |
DisclosureSEC source: 0000784011-17-000016 · wf-form4_148433464624797.xml · nonDerivative · entry 1 POPE MARIA M · CIK 0001239047 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,941 Read SEC document |
| December 30, 2016 Filed Jan 3, 2017 19:55 UTC | POPE RESOURCES LTD PARTNERSHIP POPE · Entity 149390 | GrantLimited Partnership Units | 131 | $66.32 | $8,687.92 |
DisclosureSEC source: 0000784011-17-000008 · wf-form4_148349134211954.xml · nonDerivative · entry 1 POPE MARIA M · CIK 0001239047 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,177 Read SEC document |
| November 10, 2016 Filed Nov 14, 2016 14:40 UTC | UMPQUA HOLDINGS CORP UMPQ · Entity 116177 | GrantCommon Stock | 1,037 | $0.00 | $0.00 |
DisclosureSEC source: 0001077771-16-000438 · edgardoc.xml · nonDerivative · entry 1 POPE MARIA M · CIK 0001239047 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,452 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 |
| October 03, 2016 Filed Nov 3, 2016 12:14 UTC | POPE RESOURCES LTD PARTNERSHIP POPE · Entity 149390 | GiftLimited Partnership Units | 20,167 | $66.24 | $1,335,862.08 |
DisclosureSEC source: 0000784011-16-000089 · wf-form4_147818965068532.xml · nonDerivative · entry 2 POPE MARIA M · CIK 0001239047 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By a trust Disclosed balance after: 20,167 F1 · 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 |
| October 03, 2016 Filed Nov 3, 2016 12:14 UTC | POPE RESOURCES LTD PARTNERSHIP POPE · Entity 149390 | GiftLimited Partnership Units | 20,167 | $66.24 | $1,335,862.08 |
DisclosureSEC source: 0000784011-16-000089 · wf-form4_147818965068532.xml · nonDerivative · entry 1 POPE MARIA M · CIK 0001239047 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,046 Read SEC document |
| September 30, 2016 Filed Oct 3, 2016 19:15 UTC | POPE RESOURCES LTD PARTNERSHIP POPE · Entity 149390 | GrantLimited Partnership Units | 132 | $66.00 | $8,712.00 |
DisclosureSEC source: 0000784011-16-000081 · wf-form4_147553651059259.xml · nonDerivative · entry 1 POPE MARIA M · CIK 0001239047 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,513 Read SEC document |
| September 23, 2016 Filed Oct 6, 2016 11:59 UTC | POPE RESOURCES LTD PARTNERSHIP POPE · Entity 149390 | PurchaseLimited Partnership Units | 200 | $65.50 | $13,100.00 |
DisclosureSEC source: 0000784011-16-000085 · wf-form4_147576952922763.xml · nonDerivative · entry 3 POPE MARIA M · CIK 0001239047 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,613 F1 · balance_after: Includes 1,125 units held jointly with reporting person's spouse for which reporting person disclaims beneficial ownership except to the extent of her pecuniary interest therein. F2 · balance_after: Includes 620 units previously owned by reporting person's children and reported as beneficially owned by reporting person that are now owned directly by reporting person. Read SEC document |
| September 22, 2016 Filed Oct 6, 2016 11:59 UTC | POPE RESOURCES LTD PARTNERSHIP POPE · Entity 149390 | PurchaseLimited Partnership Units | 500 | $65.18 | $32,590.00 |
DisclosureSEC source: 0000784011-16-000085 · wf-form4_147576952922763.xml · nonDerivative · entry 2 POPE MARIA M · CIK 0001239047 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,413 F1 · balance_after: Includes 1,125 units held jointly with reporting person's spouse for which reporting person disclaims beneficial ownership except to the extent of her pecuniary interest therein. F2 · balance_after: Includes 620 units previously owned by reporting person's children and reported as beneficially owned by reporting person that are now owned directly by reporting person. Read SEC document |
| September 16, 2016 Filed Oct 6, 2016 11:59 UTC | POPE RESOURCES LTD PARTNERSHIP POPE · Entity 149390 | PurchaseLimited Partnership Units | 600 | $66.23 | $39,738.00 |
DisclosureSEC source: 0000784011-16-000085 · wf-form4_147576952922763.xml · nonDerivative · entry 4 POPE MARIA M · CIK 0001239047 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,213 F1 · balance_after: Includes 1,125 units held jointly with reporting person's spouse for which reporting person disclaims beneficial ownership except to the extent of her pecuniary interest therein. F2 · balance_after: Includes 620 units previously owned by reporting person's children and reported as beneficially owned by reporting person that are now owned directly by reporting person. Read SEC document |
| September 16, 2016 Filed Oct 6, 2016 11:59 UTC | POPE RESOURCES LTD PARTNERSHIP POPE · Entity 149390 | PurchaseLimited Partnership Units | 400 | $65.44 | $26,176.00 |
DisclosureSEC source: 0000784011-16-000085 · wf-form4_147576952922763.xml · nonDerivative · entry 1 POPE MARIA M · CIK 0001239047 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,913 F1 · balance_after: Includes 1,125 units held jointly with reporting person's spouse for which reporting person disclaims beneficial ownership except to the extent of her pecuniary interest therein. F2 · balance_after: Includes 620 units previously owned by reporting person's children and reported as beneficially owned by reporting person that are now owned directly by reporting person. 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.