Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| COLUMBIA BANKING SYSTEM, INC.COLB · Entity 707 | Director | September 04, 2026 | September 08, 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 September 04, 2026 · Filed September 08, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 2,577 |
Reported balance
After 2026-09-04 transaction · row 1
1 source rowRow 1 · 2026-09-04 · Grant · Acquired 2,577 · Balance 2,577 |
| Common StockSEC Table I · non-derivative | Indirectby family trust | 570,370 |
Reported balance
Holding disclosure · report date 2026-09-04 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 570,370 |
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
PACIFIC PREMIER BANCORP INC
Report date August 31, 2025 · Filed September 03, 2025
Section 16 reporting ended · disclosed 2025-09-03. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| PPBI Common StockSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2025-08-31 transaction · row 1
1 source rowRow 1 · 2025-08-31 · Disposition to issuer · Disposed 268,716 · Balance 0 F1: Disposed of in connection with the Agreement and Plan of Merger (the "Merger Agreement"), dated April 23, 2025, by and among Columbia Banking System, Inc. ("Columbia"), Pacific Premier Bancorp, Inc. (the "Issuer") and Balboa Merger Sub, Inc., pursuant to which the Issuer was merged with and into Columbia on August 31, 2025 (the "Effective Time"). Pursuant to the Merger Agreement, as of the Effective Time, each share of the Issuer's common stock outstanding immediately prior to the Effective Time was converted into the right to receive 0.9150 of a share of Columbia common stock, with cash (without interest) paid in lieu of fractional shares, if applicable. |
| PPBI Common StockSEC Table I · non-derivative | IndirectBy The Gardner Family Trust | 0 |
Reported balance
After 2025-08-31 transaction · row 2
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 2 · 2025-08-31 · Disposition to issuer · Disposed 369,641 · Balance 0 F1: Disposed of in connection with the Agreement and Plan of Merger (the "Merger Agreement"), dated April 23, 2025, by and among Columbia Banking System, Inc. ("Columbia"), Pacific Premier Bancorp, Inc. (the "Issuer") and Balboa Merger Sub, Inc., pursuant to which the Issuer was merged with and into Columbia on August 31, 2025 (the "Effective Time"). Pursuant to the Merger Agreement, as of the Effective Time, each share of the Issuer's common stock outstanding immediately prior to the Effective Time was converted into the right to receive 0.9150 of a share of Columbia common stock, with cash (without interest) paid in lieu of fractional shares, if applicable. |
Filing footnotes · ownership attribution and instrument terms
F1: Disposed of in connection with the Agreement and Plan of Merger (the "Merger Agreement"), dated April 23, 2025, by and among Columbia Banking System, Inc. ("Columbia"), Pacific Premier Bancorp, Inc. (the "Issuer") and Balboa Merger Sub, Inc., pursuant to which the Issuer was merged with and into Columbia on August 31, 2025 (the "Effective Time"). Pursuant to the Merger Agreement, as of the Effective Time, each share of the Issuer's common stock outstanding immediately prior to the Effective Time was converted into the right to receive 0.9150 of a share of Columbia common stock, with cash (without interest) paid in lieu of fractional shares, if applicable.
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 |
|---|---|---|---|---|---|---|
| September 04, 2026 Filed Sep 8, 2026 21:24 UTC | COLUMBIA BANKING SYSTEM, INC. COLB · Entity 707 | GrantCommon Stock | 2,577 | $0.00 | $0.00 |
DisclosureSEC source: 0001267342-26-000003 · wk-form4_1788902673.xml · nonDerivative · entry 1 GARDNER STEVEN R · CIK 0001267342 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,577 Read SEC document |
| January 30, 2026 Filed Feb 3, 2026 22:13 UTC | COLUMBIA BANKING SYSTEM, INC. COLB · Entity 707 | SaleCommon Stock | 13,725 | $29.43 | $403,926.75 |
DisclosureSEC source: 0000887343-26-000024 · wk-form4_1770156796.xml · nonDerivative · entry 1 GARDNER STEVEN R · CIK 0001267342 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · by 401(k) Disclosed balance after: 0 F1 · shares: Shares sold to satisfy mandatory liquidation requirements of the reporting person's self-directed 401(k) plan in connection with a rollover. Read SEC document |
| August 31, 2025 Filed Sep 4, 2025 01:47 UTC | COLUMBIA BANKING SYSTEM, INC. COLB · Entity 707 | GrantCommon Stock | 338,221 | $0.00 | $0.00 |
DisclosureSEC source: 0000887343-25-000254 · wk-form4_1756950422.xml · nonDerivative · entry 2 GARDNER STEVEN R · CIK 0001267342 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By The Gardner Family Trust Disclosed balance after: 338,221 F1 · shares: Acquired in connection with Columbia Banking System, Inc.'s ("Columbia") acquisition of Pacific Premier Bancorp, Inc. ("Pacific Premier") on August 31, 2025. Pursuant to the merger agreement, each issued and outstanding share of Pacific Premier common stock held by the reporting person was converted into the right to receive 0.9150 of a share of Columbia common stock. All fractional share holdings were paid in cash. On August 29, 2025, the closing price of Columbia common stock was $26.77, and the closing price of Pacific Premier common stock was $24.49. F1 · price: Acquired in connection with Columbia Banking System, Inc.'s ("Columbia") acquisition of Pacific Premier Bancorp, Inc. ("Pacific Premier") on August 31, 2025. Pursuant to the merger agreement, each issued and outstanding share of Pacific Premier common stock held by the reporting person was converted into the right to receive 0.9150 of a share of Columbia common stock. All fractional share holdings were paid in cash. On August 29, 2025, the closing price of Columbia common stock was $26.77, and the closing price of Pacific Premier common stock was $24.49. Read SEC document |
| August 31, 2025 Filed Sep 4, 2025 01:47 UTC | COLUMBIA BANKING SYSTEM, INC. COLB · Entity 707 | GrantCommon Stock | 245,875 | $0.00 | $0.00 |
DisclosureSEC source: 0000887343-25-000254 · wk-form4_1756950422.xml · nonDerivative · entry 1 GARDNER STEVEN R · CIK 0001267342 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 245,875 F1 · shares: Acquired in connection with Columbia Banking System, Inc.'s ("Columbia") acquisition of Pacific Premier Bancorp, Inc. ("Pacific Premier") on August 31, 2025. Pursuant to the merger agreement, each issued and outstanding share of Pacific Premier common stock held by the reporting person was converted into the right to receive 0.9150 of a share of Columbia common stock. All fractional share holdings were paid in cash. On August 29, 2025, the closing price of Columbia common stock was $26.77, and the closing price of Pacific Premier common stock was $24.49. F1 · price: Acquired in connection with Columbia Banking System, Inc.'s ("Columbia") acquisition of Pacific Premier Bancorp, Inc. ("Pacific Premier") on August 31, 2025. Pursuant to the merger agreement, each issued and outstanding share of Pacific Premier common stock held by the reporting person was converted into the right to receive 0.9150 of a share of Columbia common stock. All fractional share holdings were paid in cash. On August 29, 2025, the closing price of Columbia common stock was $26.77, and the closing price of Pacific Premier common stock was $24.49. Read SEC document |
| August 31, 2025 Filed Sep 3, 2025 16:32 UTC | PACIFIC PREMIER BANCORP INC PPBI · Entity 75856 | Disposition to issuerPPBI Common Stock | 369,641 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001028918-25-000139 · wk-form4_1756931534.xml · nonDerivative · entry 2 GARDNER STEVEN R · CIK 0001267342 · Director · Chairman, President & CEO 10b5-1 filing: No plan indicated Ownership: Indirect · By The Gardner Family Trust Disclosed balance after: 0 F1 · price: Disposed of in connection with the Agreement and Plan of Merger (the "Merger Agreement"), dated April 23, 2025, by and among Columbia Banking System, Inc. ("Columbia"), Pacific Premier Bancorp, Inc. (the "Issuer") and Balboa Merger Sub, Inc., pursuant to which the Issuer was merged with and into Columbia on August 31, 2025 (the "Effective Time"). Pursuant to the Merger Agreement, as of the Effective Time, each share of the Issuer's common stock outstanding immediately prior to the Effective Time was converted into the right to receive 0.9150 of a share of Columbia common stock, with cash (without interest) paid in lieu of fractional shares, if applicable. Read SEC document |
| August 31, 2025 Filed Sep 3, 2025 16:32 UTC | PACIFIC PREMIER BANCORP INC PPBI · Entity 75856 | Disposition to issuerPPBI Common Stock | 268,716 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001028918-25-000139 · wk-form4_1756931534.xml · nonDerivative · entry 1 GARDNER STEVEN R · CIK 0001267342 · Director · Chairman, President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 F1 · price: Disposed of in connection with the Agreement and Plan of Merger (the "Merger Agreement"), dated April 23, 2025, by and among Columbia Banking System, Inc. ("Columbia"), Pacific Premier Bancorp, Inc. (the "Issuer") and Balboa Merger Sub, Inc., pursuant to which the Issuer was merged with and into Columbia on August 31, 2025 (the "Effective Time"). Pursuant to the Merger Agreement, as of the Effective Time, each share of the Issuer's common stock outstanding immediately prior to the Effective Time was converted into the right to receive 0.9150 of a share of Columbia common stock, with cash (without interest) paid in lieu of fractional shares, if applicable. Read SEC document |
| August 25, 2025 Filed Aug 27, 2025 16:26 UTC | PACIFIC PREMIER BANCORP INC PPBI · Entity 75856 | Exercise / conversionDividend Equivalent Rights · Derivative | 17,564 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001028918-25-000098 · wk-form4_1756326403.xml · derivative · entry 8 GARDNER STEVEN R · CIK 0001267342 · Director · Chairman, President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: PPBI Common Stock · 17,564 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · derivative.exercise_price: Each dividend equivalent right is the economic equivalent of one share of common stock. Dividend equivalent rights accrue on the reporting person's Restricted Stock Units and become vested proportionately with the Restricted Stock Units. F2 · price: Each dividend equivalent right is the economic equivalent of one share of common stock. Dividend equivalent rights accrue on the reporting person's Restricted Stock Units and become vested proportionately with the Restricted Stock Units. F2 · derivative.exercise_date: Each dividend equivalent right is the economic equivalent of one share of common stock. Dividend equivalent rights accrue on the reporting person's Restricted Stock Units and become vested proportionately with the Restricted Stock Units. F5 · derivative.expiration_date: Not applicable. Read SEC document |
| August 25, 2025 Filed Aug 27, 2025 16:26 UTC | PACIFIC PREMIER BANCORP INC PPBI · Entity 75856 | Exercise / conversionPPBI Restricted Stock Unit · Derivative | 70,438 | $0.00 | $0.00 |
DisclosureSEC source: 0001028918-25-000098 · wk-form4_1756326403.xml · derivative · entry 7 GARDNER STEVEN R · CIK 0001267342 · Director · Chairman, President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: PPBI Common Stock · 70,438 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F4 · derivative.exercise_price: Each Restricted Stock Unit represents the right to receive one share of common stock. Performance metrics, terms and/or conditions to which these Restricted Stock Units were originally subject were deemed, pursuant to the Merger Agreement, to have been achieved or satisfied, as applicable, at the target levels. F4 · derivative.exercise_date: Each Restricted Stock Unit represents the right to receive one share of common stock. Performance metrics, terms and/or conditions to which these Restricted Stock Units were originally subject were deemed, pursuant to the Merger Agreement, to have been achieved or satisfied, as applicable, at the target levels. F5 · derivative.expiration_date: Not applicable. Read SEC document |
| August 25, 2025 Filed Aug 27, 2025 16:26 UTC | PACIFIC PREMIER BANCORP INC PPBI · Entity 75856 | Exercise / conversionPPBI Restricted Stock Unit · Derivative | 60,814 | $0.00 | $0.00 |
DisclosureSEC source: 0001028918-25-000098 · wk-form4_1756326403.xml · derivative · entry 6 GARDNER STEVEN R · CIK 0001267342 · Director · Chairman, President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: PPBI Common Stock · 60,814 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F4 · derivative.exercise_price: Each Restricted Stock Unit represents the right to receive one share of common stock. Performance metrics, terms and/or conditions to which these Restricted Stock Units were originally subject were deemed, pursuant to the Merger Agreement, to have been achieved or satisfied, as applicable, at the target levels. F4 · derivative.exercise_date: Each Restricted Stock Unit represents the right to receive one share of common stock. Performance metrics, terms and/or conditions to which these Restricted Stock Units were originally subject were deemed, pursuant to the Merger Agreement, to have been achieved or satisfied, as applicable, at the target levels. F5 · derivative.expiration_date: Not applicable. Read SEC document |
| August 25, 2025 Filed Aug 27, 2025 16:26 UTC | PACIFIC PREMIER BANCORP INC PPBI · Entity 75856 | Exercise / conversionPPBI Restricted Stock Unit · Derivative | 70,253 | $0.00 | $0.00 |
DisclosureSEC source: 0001028918-25-000098 · wk-form4_1756326403.xml · derivative · entry 5 GARDNER STEVEN R · CIK 0001267342 · Director · Chairman, President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: PPBI Common Stock · 70,253 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F4 · derivative.exercise_price: Each Restricted Stock Unit represents the right to receive one share of common stock. Performance metrics, terms and/or conditions to which these Restricted Stock Units were originally subject were deemed, pursuant to the Merger Agreement, to have been achieved or satisfied, as applicable, at the target levels. F4 · derivative.exercise_date: Each Restricted Stock Unit represents the right to receive one share of common stock. Performance metrics, terms and/or conditions to which these Restricted Stock Units were originally subject were deemed, pursuant to the Merger Agreement, to have been achieved or satisfied, as applicable, at the target levels. F5 · derivative.expiration_date: Not applicable. Read SEC document |
| August 25, 2025 Filed Aug 27, 2025 16:26 UTC | PACIFIC PREMIER BANCORP INC PPBI · Entity 75856 | Tax withholdingPPBI Common Stock | 156,463 | $24.30 | $3,802,050.90 |
DisclosureSEC source: 0001028918-25-000098 · wk-form4_1756326403.xml · nonDerivative · entry 3 GARDNER STEVEN R · CIK 0001267342 · Director · Chairman, President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 268,716 F3 · shares: Reflects payment of tax liability by withholding shares of stock incident to accelerated vesting of restricted stock, restricted stock units and dividend equivalent rights previously issued. The accelerated vesting and the release of stock was in connection with the Merger Agreement. Read SEC document |
| August 25, 2025 Filed Aug 27, 2025 16:26 UTC | PACIFIC PREMIER BANCORP INC PPBI · Entity 75856 | Exercise / conversionPPBI Common Stock | 17,564 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001028918-25-000098 · wk-form4_1756326403.xml · nonDerivative · entry 2 GARDNER STEVEN R · CIK 0001267342 · Director · Chairman, President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 425,179 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: Each dividend equivalent right is the economic equivalent of one share of common stock. Dividend equivalent rights accrue on the reporting person's Restricted Stock Units and become vested proportionately with the Restricted Stock Units. Read SEC document |
| August 25, 2025 Filed Aug 27, 2025 16:26 UTC | PACIFIC PREMIER BANCORP INC PPBI · Entity 75856 | Exercise / conversionPPBI Common Stock | 201,505 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001028918-25-000098 · wk-form4_1756326403.xml · nonDerivative · entry 1 GARDNER STEVEN R · CIK 0001267342 · Director · Chairman, President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 407,615 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · shares: Represents the acquisition of 201,505 shares of common stock underlying Restricted Stock Units that were accelerated and fully vested in connection with the Agreement and Plan of Merger (the "Merger Agreement"), dated as of April 23, 2025, by and among Columbia Banking System, Inc. ("Columbia"), Pacific Premier Bancorp, Inc. (the "Issuer") and Balboa Merger Sub, Inc., pursuant to which the Issuer plans to merge with and into Columbia on or about September 1, 2025. F1 · price: Represents the acquisition of 201,505 shares of common stock underlying Restricted Stock Units that were accelerated and fully vested in connection with the Agreement and Plan of Merger (the "Merger Agreement"), dated as of April 23, 2025, by and among Columbia Banking System, Inc. ("Columbia"), Pacific Premier Bancorp, Inc. (the "Issuer") and Balboa Merger Sub, Inc., pursuant to which the Issuer plans to merge with and into Columbia on or about September 1, 2025. Read SEC document |
| March 15, 2025 Filed Mar 18, 2025 18:22 UTC | PACIFIC PREMIER BANCORP INC PPBI · Entity 75856 | Exercise / conversionDividend Equivalent Rights · Derivative | 2,374 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001028918-25-000052 · wk-form4_1742336541.xml · derivative · entry 8 GARDNER STEVEN R · CIK 0001267342 · Director · Chairman, President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: PPBI Common Stock · 2,374 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F4 · derivative.exercise_price: Each dividend equivalent right is the economic equivalent of one share of common stock. Dividend equivalent rights accrue on the reporting person's Restricted Stock Units and become vested proportionately with the Restricted Stock Units. F4 · price: Each dividend equivalent right is the economic equivalent of one share of common stock. Dividend equivalent rights accrue on the reporting person's Restricted Stock Units and become vested proportionately with the Restricted Stock Units. F4 · derivative.exercise_date: Each dividend equivalent right is the economic equivalent of one share of common stock. Dividend equivalent rights accrue on the reporting person's Restricted Stock Units and become vested proportionately with the Restricted Stock Units. F8 · derivative.expiration_date: Not applicable. Read SEC document |
| March 15, 2025 Filed Mar 18, 2025 18:22 UTC | PACIFIC PREMIER BANCORP INC PPBI · Entity 75856 | Exercise / conversionPPBI Restricted Stock Unit · Derivative | 58,218 | $0.00 | $0.00 |
DisclosureSEC source: 0001028918-25-000052 · wk-form4_1742336541.xml · derivative · entry 7 GARDNER STEVEN R · CIK 0001267342 · Director · Chairman, President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: PPBI Common Stock · 58,218 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F9 · derivative.exercise_price: Each Restricted Stock Unit represents the right to receive one share of common stock. The amount reported reflects the targeted number of Restricted Stock Units that may vest, if at all, following the third anniversary of the date of grant upon confirmation of achievement of certain predetermined performance goals over a 3-year performance period. Depending on the actual performance achieved, the reporting person may receive between 0% and 200% of the targeted amount. 50% vesting will be based on the Company's 3-year average relative total shareholder return percentile range compared to the Keefe, Bruyette & Woods, Inc. Regional Banking Index ("KRX"). 25% vesting will be based on the Company's average ROAA percentile performance as compared to KRX companies over the performance period. 25% vesting will be based on the Company's average ROATCE percentile performance as compared to the KRX companies over the performance period. F3 · shares: On March 15, 2022, Reporting Person was granted Restricted Stock Units which convert into common stock on a one-for-one basis, the vesting of which was conditioned upon the achievement of certain performance goals. On March 15, 2025, actual performance against goals for the applicable performance period was determined and the Reporting Person was awarded 15,526 shares of common stock F9 · derivative.exercise_date: Each Restricted Stock Unit represents the right to receive one share of common stock. The amount reported reflects the targeted number of Restricted Stock Units that may vest, if at all, following the third anniversary of the date of grant upon confirmation of achievement of certain predetermined performance goals over a 3-year performance period. Depending on the actual performance achieved, the reporting person may receive between 0% and 200% of the targeted amount. 50% vesting will be based on the Company's 3-year average relative total shareholder return percentile range compared to the Keefe, Bruyette & Woods, Inc. Regional Banking Index ("KRX"). 25% vesting will be based on the Company's average ROAA percentile performance as compared to KRX companies over the performance period. 25% vesting will be based on the Company's average ROATCE percentile performance as compared to the KRX companies over the performance period. F8 · derivative.expiration_date: Not applicable. Read SEC document |
| March 15, 2025 Filed Mar 18, 2025 18:22 UTC | PACIFIC PREMIER BANCORP INC PPBI · Entity 75856 | GrantPPBI Restricted Stock Unit · Derivative | 70,438 | $0.00 | $0.00 |
DisclosureSEC source: 0001028918-25-000052 · wk-form4_1742336541.xml · derivative · entry 6 GARDNER STEVEN R · CIK 0001267342 · Director · Chairman, President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 70,438 Underlying: PPBI Common Stock · 70,438 shares Expires not disclosed F7 · derivative.exercise_price: Each Restricted Stock Unit represents the right to receive one share of common stock. The amount reported reflects the targeted number of Restricted Stock Units that may vest, if at all, following the third anniversary of the date of grant upon confirmation of achievement of certain predetermined performance goals over a 3-year performance period. Depending on the actual performance achieved, the reporting person may receive between 0% and 200% of the targeted amount. 50% vesting will be based on the Company's 3-year average relative total shareholder return percentile range compared to the Keefe, Bruyette & Woods, Inc. Regional Banking Index ("KRX"). 50% vesting will be based on the Company's average ROAA percentile performance as compared to KRX companies over the performance period. F7 · derivative.exercise_date: Each Restricted Stock Unit represents the right to receive one share of common stock. The amount reported reflects the targeted number of Restricted Stock Units that may vest, if at all, following the third anniversary of the date of grant upon confirmation of achievement of certain predetermined performance goals over a 3-year performance period. Depending on the actual performance achieved, the reporting person may receive between 0% and 200% of the targeted amount. 50% vesting will be based on the Company's 3-year average relative total shareholder return percentile range compared to the Keefe, Bruyette & Woods, Inc. Regional Banking Index ("KRX"). 50% vesting will be based on the Company's average ROAA percentile performance as compared to KRX companies over the performance period. F8 · derivative.expiration_date: Not applicable. Read SEC document |
| March 15, 2025 Filed Mar 18, 2025 18:22 UTC | PACIFIC PREMIER BANCORP INC PPBI · Entity 75856 | Tax withholdingPPBI Common Stock | 35,784 | $22.36 | $800,130.24 |
DisclosureSEC source: 0001028918-25-000052 · wk-form4_1742336541.xml · nonDerivative · entry 4 GARDNER STEVEN R · CIK 0001267342 · Director · Chairman, President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 206,110 F5 · shares: Represents shares withheld to cover the tax liability incident to the vesting of Restricted Stock Units, Restricted Stock Awards and dividend equivalent rights. F6 · balance_after: Includes 134,398 shares of restricted stock subject to a vesting schedule set forth in the restricted stock grant and subject to forfeiture upon the occurrence of certain events specified in the restricted stock grant. Read SEC document |
| March 15, 2025 Filed Mar 18, 2025 18:22 UTC | PACIFIC PREMIER BANCORP INC PPBI · Entity 75856 | Exercise / conversionPPBI Common Stock | 2,374 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001028918-25-000052 · wk-form4_1742336541.xml · nonDerivative · entry 3 GARDNER STEVEN R · CIK 0001267342 · Director · Chairman, President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 241,894 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. F4 · price: Each dividend equivalent right is the economic equivalent of one share of common stock. Dividend equivalent rights accrue on the reporting person's Restricted Stock Units and become vested proportionately with the Restricted Stock Units. Read SEC document |
| March 15, 2025 Filed Mar 18, 2025 18:22 UTC | PACIFIC PREMIER BANCORP INC PPBI · Entity 75856 | Exercise / conversionPPBI Common Stock | 15,526 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001028918-25-000052 · wk-form4_1742336541.xml · nonDerivative · entry 2 GARDNER STEVEN R · CIK 0001267342 · Director · Chairman, President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 239,520 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. F3 · shares: On March 15, 2022, Reporting Person was granted Restricted Stock Units which convert into common stock on a one-for-one basis, the vesting of which was conditioned upon the achievement of certain performance goals. On March 15, 2025, actual performance against goals for the applicable performance period was determined and the Reporting Person was awarded 15,526 shares of common stock F3 · price: On March 15, 2022, Reporting Person was granted Restricted Stock Units which convert into common stock on a one-for-one basis, the vesting of which was conditioned upon the achievement of certain performance goals. On March 15, 2025, actual performance against goals for the applicable performance period was determined and the Reporting Person was awarded 15,526 shares of common stock Read SEC document |
| March 15, 2025 Filed Mar 18, 2025 18:22 UTC | PACIFIC PREMIER BANCORP INC PPBI · Entity 75856 | GrantPPBI Common Stock | 70,438 | $0.00 | $0.00 |
DisclosureSEC source: 0001028918-25-000052 · wk-form4_1742336541.xml · nonDerivative · entry 1 GARDNER STEVEN R · CIK 0001267342 · Director · Chairman, President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 223,994 F1 · shares: Restricted Stock with an evenly distributed 3-year vesting schedule. F2 · balance_after: Reflects an adjustment to the total number of shares previously reported by the reporting person after a reconciliation of such person's ownership records. Previously, the aggregate beneficial ownership in column 5 of Table I was inadvertently overreported by 438 shares. Additionally, shares held by the Gardner Family Trust were previously inadvertently reported as directly beneficially owned by the reporting person and are now reported as indirectly beneficially owned. Read SEC document |
| March 15, 2024 Filed Mar 19, 2024 19:17 UTC | PACIFIC PREMIER BANCORP INC PPBI · Entity 75856 | Exercise / conversionDividend Equivalent Rights · Derivative | 3,956 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001028918-24-000032 · wk-form4_1710890259.xml · derivative · entry 7 GARDNER STEVEN R · CIK 0001267342 · Director · Chairman, President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: PPBI Common Stock · 3,956 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F3 · derivative.exercise_price: Each dividend equivalent right is the economic equivalent of one share of common stock. Dividend equivalent rights accrue on the reporting person's Restricted Stock Units and become vested proportionately with the Restricted Stock Units. F3 · price: Each dividend equivalent right is the economic equivalent of one share of common stock. Dividend equivalent rights accrue on the reporting person's Restricted Stock Units and become vested proportionately with the Restricted Stock Units. F3 · derivative.exercise_date: Each dividend equivalent right is the economic equivalent of one share of common stock. Dividend equivalent rights accrue on the reporting person's Restricted Stock Units and become vested proportionately with the Restricted Stock Units. F7 · derivative.expiration_date: Not applicable. Read SEC document |
| March 15, 2024 Filed Mar 19, 2024 19:17 UTC | PACIFIC PREMIER BANCORP INC PPBI · Entity 75856 | Exercise / conversionPPBI Restricted Stock Unit · Derivative | 47,067 | $0.00 | $0.00 |
DisclosureSEC source: 0001028918-24-000032 · wk-form4_1710890259.xml · derivative · entry 6 GARDNER STEVEN R · CIK 0001267342 · Director · Chairman, President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: PPBI Common Stock · 47,067 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F6 · derivative.exercise_price: Each Restricted Stock Unit represents the right to receive one share of common stock. The amount reported reflects the targeted number of Restricted Stock Units that may vest, if at all, following the third anniversary of the date of grant upon confirmation of achievement of certain predetermined performance goals over a 3-year performance period. Depending on the actual performance achieved, the reporting person may receive between 0% and 200% of the targeted amount. 50% vesting will be based on the Company's 3-year average relative total shareholder return percentile range compared to the Keefe, Bruyette & Woods, Inc. Regional Banking Index ("KRX"). 25% vesting will be based on the Company's average ROAA percentile performance as compared to KRX companies over the performance period. 25% vesting will be based on the Company's average ROATCE percentile performance as compared to the KRX companies over the performance period. F2 · shares: On March 15, 2021, Reporting Person was granted Restricted Stock Units which convert into common stock on a one-for-one basis, the vesting of which was conditioned upon the achievement of certain performance goals. On March 15, 2024, actual performance against goals for the applicable performance period was determined and the Reporting Person was awarded 30,474 shares of common stock. F6 · derivative.exercise_date: Each Restricted Stock Unit represents the right to receive one share of common stock. The amount reported reflects the targeted number of Restricted Stock Units that may vest, if at all, following the third anniversary of the date of grant upon confirmation of achievement of certain predetermined performance goals over a 3-year performance period. Depending on the actual performance achieved, the reporting person may receive between 0% and 200% of the targeted amount. 50% vesting will be based on the Company's 3-year average relative total shareholder return percentile range compared to the Keefe, Bruyette & Woods, Inc. Regional Banking Index ("KRX"). 25% vesting will be based on the Company's average ROAA percentile performance as compared to KRX companies over the performance period. 25% vesting will be based on the Company's average ROATCE percentile performance as compared to the KRX companies over the performance period. F7 · derivative.expiration_date: Not applicable. Read SEC document |
| March 15, 2024 Filed Mar 19, 2024 19:17 UTC | PACIFIC PREMIER BANCORP INC PPBI · Entity 75856 | GrantPPBI Restricted Stock Unit · Derivative | 60,814 | $0.00 | $0.00 |
DisclosureSEC source: 0001028918-24-000032 · wk-form4_1710890259.xml · derivative · entry 5 GARDNER STEVEN R · CIK 0001267342 · Director · Chairman, President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 60,814 Underlying: PPBI Common Stock · 60,814 shares Expires not disclosed F6 · derivative.exercise_price: Each Restricted Stock Unit represents the right to receive one share of common stock. The amount reported reflects the targeted number of Restricted Stock Units that may vest, if at all, following the third anniversary of the date of grant upon confirmation of achievement of certain predetermined performance goals over a 3-year performance period. Depending on the actual performance achieved, the reporting person may receive between 0% and 200% of the targeted amount. 50% vesting will be based on the Company's 3-year average relative total shareholder return percentile range compared to the Keefe, Bruyette & Woods, Inc. Regional Banking Index ("KRX"). 25% vesting will be based on the Company's average ROAA percentile performance as compared to KRX companies over the performance period. 25% vesting will be based on the Company's average ROATCE percentile performance as compared to the KRX companies over the performance period. F6 · derivative.exercise_date: Each Restricted Stock Unit represents the right to receive one share of common stock. The amount reported reflects the targeted number of Restricted Stock Units that may vest, if at all, following the third anniversary of the date of grant upon confirmation of achievement of certain predetermined performance goals over a 3-year performance period. Depending on the actual performance achieved, the reporting person may receive between 0% and 200% of the targeted amount. 50% vesting will be based on the Company's 3-year average relative total shareholder return percentile range compared to the Keefe, Bruyette & Woods, Inc. Regional Banking Index ("KRX"). 25% vesting will be based on the Company's average ROAA percentile performance as compared to KRX companies over the performance period. 25% vesting will be based on the Company's average ROATCE percentile performance as compared to the KRX companies over the performance period. F7 · derivative.expiration_date: Not applicable. Read SEC document |
| March 15, 2024 Filed Mar 19, 2024 19:17 UTC | PACIFIC PREMIER BANCORP INC PPBI · Entity 75856 | Tax withholdingPPBI Common Stock | 40,894 | $22.61 | $924,613.34 |
DisclosureSEC source: 0001028918-24-000032 · wk-form4_1710890259.xml · nonDerivative · entry 4 GARDNER STEVEN R · CIK 0001267342 · Director · Chairman, President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 523,635 F4 · shares: Represents shares withheld to cover the tax liability incident to the vesting of Restricted Stock Units, Restricted Stock Awards and dividend equivalent rights. F5 · balance_after: Includes 127,056 shares of restricted stock subject to a vesting schedule set forth in the restricted stock grant and subject to forfeiture upon the occurrence of certain events specified in the restricted stock grant. Read SEC document |
| March 15, 2024 Filed Mar 19, 2024 19:17 UTC | PACIFIC PREMIER BANCORP INC PPBI · Entity 75856 | Exercise / conversionPPBI Common Stock | 3,956 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001028918-24-000032 · wk-form4_1710890259.xml · nonDerivative · entry 3 GARDNER STEVEN R · CIK 0001267342 · Director · Chairman, President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 564,529 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. F3 · price: Each dividend equivalent right is the economic equivalent of one share of common stock. Dividend equivalent rights accrue on the reporting person's Restricted Stock Units and become vested proportionately with the Restricted Stock Units. Read SEC document |
| March 15, 2024 Filed Mar 19, 2024 19:17 UTC | PACIFIC PREMIER BANCORP INC PPBI · Entity 75856 | Exercise / conversionPPBI Common Stock | 30,474 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001028918-24-000032 · wk-form4_1710890259.xml · nonDerivative · entry 2 GARDNER STEVEN R · CIK 0001267342 · Director · Chairman, President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 560,573 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 · shares: On March 15, 2021, Reporting Person was granted Restricted Stock Units which convert into common stock on a one-for-one basis, the vesting of which was conditioned upon the achievement of certain performance goals. On March 15, 2024, actual performance against goals for the applicable performance period was determined and the Reporting Person was awarded 30,474 shares of common stock. F2 · price: On March 15, 2021, Reporting Person was granted Restricted Stock Units which convert into common stock on a one-for-one basis, the vesting of which was conditioned upon the achievement of certain performance goals. On March 15, 2024, actual performance against goals for the applicable performance period was determined and the Reporting Person was awarded 30,474 shares of common stock. Read SEC document |
| March 15, 2024 Filed Mar 19, 2024 19:17 UTC | PACIFIC PREMIER BANCORP INC PPBI · Entity 75856 | GrantPPBI Common Stock | 60,814 | $0.00 | $0.00 |
DisclosureSEC source: 0001028918-24-000032 · wk-form4_1710890259.xml · nonDerivative · entry 1 GARDNER STEVEN R · CIK 0001267342 · Director · Chairman, President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 530,099 F1 · shares: Restricted Stock with an evenly distributed 3-year vesting schedule. Read SEC document |
| March 31, 2023 Filed Apr 4, 2023 18:39 UTC | PACIFIC PREMIER BANCORP INC PPBI · Entity 75856 | Exercise / conversionDividend Equivalent Rights · Derivative | 10,806 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001028918-23-000078 · wf-form4_168064793441679.xml · derivative · entry 5 GARDNER STEVEN R · CIK 0001267342 · Director · Chairman, President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: PPBI Common Stock · 10,806 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · derivative.exercise_price: Each dividend equivalent right is the economic equivalent of one share of common stock. Dividend equivalent rights accrue on the reporting person's Restricted Stock Units and become vested proportionately with the Restricted Stock Units. F2 · price: Each dividend equivalent right is the economic equivalent of one share of common stock. Dividend equivalent rights accrue on the reporting person's Restricted Stock Units and become vested proportionately with the Restricted Stock Units. F2 · derivative.exercise_date: Each dividend equivalent right is the economic equivalent of one share of common stock. Dividend equivalent rights accrue on the reporting person's Restricted Stock Units and become vested proportionately with the Restricted Stock Units. F6 · derivative.expiration_date: Not applicable. Read SEC document |
| March 31, 2023 Filed Apr 4, 2023 18:39 UTC | PACIFIC PREMIER BANCORP INC PPBI · Entity 75856 | Exercise / conversionPPBI Restricted Stock Unit · Derivative | 92,887 | $0.00 | $0.00 |
DisclosureSEC source: 0001028918-23-000078 · wf-form4_168064793441679.xml · derivative · entry 4 GARDNER STEVEN R · CIK 0001267342 · Director · Chairman, President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: PPBI Common Stock · 92,887 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F5 · derivative.exercise_price: Each Restricted Stock Unit represents the right to receive one share of common stock. The amount reported reflects the targeted number of Restricted Stock Units that may vest, if at all, following the third anniversary of the date of grant upon confirmation of achievement of certain predetermined performance goals over a 3-year performance period. Depending on the actual performance achieved, the reporting person may receive between 0% and 200% of the targeted amount. 50% vesting will be based on the Company's 3-year average relative total shareholder return percentile range compared to the Keefe, Bruyette & Woods, Inc. Regional Banking Index ("KRX"). 25% vesting will be based on the Company's average ROAA percentile performance as compared to KRX companies over the performance period. 25% vesting will be based on the Company's average ROATCE percentile performance as compared to the KRX companies over the performance period. F1 · shares: On March 31, 2020, reporting person was granted Restricted Stock Units which convert into common stock on a one-for-one basis, the vesting of which was conditioned upon the achievement of certain performance goals. On March 31, 2023, actual performance against goals for the applicable performance period was determined and the Reporting Person was awarded 96,307 shares of common stock. F5 · derivative.exercise_date: Each Restricted Stock Unit represents the right to receive one share of common stock. The amount reported reflects the targeted number of Restricted Stock Units that may vest, if at all, following the third anniversary of the date of grant upon confirmation of achievement of certain predetermined performance goals over a 3-year performance period. Depending on the actual performance achieved, the reporting person may receive between 0% and 200% of the targeted amount. 50% vesting will be based on the Company's 3-year average relative total shareholder return percentile range compared to the Keefe, Bruyette & Woods, Inc. Regional Banking Index ("KRX"). 25% vesting will be based on the Company's average ROAA percentile performance as compared to KRX companies over the performance period. 25% vesting will be based on the Company's average ROATCE percentile performance as compared to the KRX companies over the performance period. F6 · derivative.expiration_date: Not applicable. Read SEC document |
| March 31, 2023 Filed Apr 4, 2023 18:39 UTC | PACIFIC PREMIER BANCORP INC PPBI · Entity 75856 | Tax withholdingPPBI Common Stock | 61,155 | $24.02 | $1,468,943.10 |
DisclosureSEC source: 0001028918-23-000078 · wf-form4_168064793441679.xml · nonDerivative · entry 3 GARDNER STEVEN R · CIK 0001267342 · Director · Chairman, President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 469,285 F3 · shares: Represents shares withheld to cover the tax liability incident to the vesting of Restricted Stock Units, Restricted Stock Awards and dividend equivalent rights. F4 · balance_after: Includes 124,754 shares of restricted stock subject to a vesting schedule set forth in the restricted stock grant and subject to forfeiture upon the occurrence of certain events specified in the restricted stock grant. Read SEC document |
| March 31, 2023 Filed Apr 4, 2023 18:39 UTC | PACIFIC PREMIER BANCORP INC PPBI · Entity 75856 | Exercise / conversionPPBI Common Stock | 10,806 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001028918-23-000078 · wf-form4_168064793441679.xml · nonDerivative · entry 2 GARDNER STEVEN R · CIK 0001267342 · Director · Chairman, President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 530,440 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: Each dividend equivalent right is the economic equivalent of one share of common stock. Dividend equivalent rights accrue on the reporting person's Restricted Stock Units and become vested proportionately with the Restricted Stock Units. Read SEC document |
| March 31, 2023 Filed Apr 4, 2023 18:39 UTC | PACIFIC PREMIER BANCORP INC PPBI · Entity 75856 | Exercise / conversionPPBI Common Stock | 96,307 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001028918-23-000078 · wf-form4_168064793441679.xml · nonDerivative · entry 1 GARDNER STEVEN R · CIK 0001267342 · Director · Chairman, President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 519,634 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · shares: On March 31, 2020, reporting person was granted Restricted Stock Units which convert into common stock on a one-for-one basis, the vesting of which was conditioned upon the achievement of certain performance goals. On March 31, 2023, actual performance against goals for the applicable performance period was determined and the Reporting Person was awarded 96,307 shares of common stock. F1 · price: On March 31, 2020, reporting person was granted Restricted Stock Units which convert into common stock on a one-for-one basis, the vesting of which was conditioned upon the achievement of certain performance goals. On March 31, 2023, actual performance against goals for the applicable performance period was determined and the Reporting Person was awarded 96,307 shares of common stock. Read SEC document |
| March 15, 2023 Filed Mar 17, 2023 19:50 UTC | PACIFIC PREMIER BANCORP INC PPBI · Entity 75856 | GrantPPBI Restricted Stock Unit · Derivative | 70,253 | $0.00 | $0.00 |
DisclosureSEC source: 0001028918-23-000044 · wf-form4_167909703670233.xml · derivative · entry 3 GARDNER STEVEN R · CIK 0001267342 · Director · Chairman, President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 70,253 Underlying: PPBI Common Stock · 70,253 shares Expires not disclosed F4 · derivative.exercise_price: Each Restricted Stock Unit represents the right to receive one share of common stock. The amount reported reflects the targeted number of Restricted Stock Units that may vest, if at all, following the third anniversary of the date of grant upon confirmation of achievement of certain predetermined performance goals over a 3-year performance period. Depending on the actual performance achieved, the reporting person may receive between 0% and 200% of the targeted amount. 50% vesting will be based on the Company's 3-year average relative total shareholder return percentile range compared to the Keefe, Bruyette & Woods, Inc. Regional Banking Index ("KRX"). 25% vesting will be based on the Company's average ROAA percentile performance as compared to KRX companies over the performance period. 25% vesting will be based on the Company's average ROATCE percentile performance as compared to the KRX companies over the performance period. F4 · derivative.exercise_date: Each Restricted Stock Unit represents the right to receive one share of common stock. The amount reported reflects the targeted number of Restricted Stock Units that may vest, if at all, following the third anniversary of the date of grant upon confirmation of achievement of certain predetermined performance goals over a 3-year performance period. Depending on the actual performance achieved, the reporting person may receive between 0% and 200% of the targeted amount. 50% vesting will be based on the Company's 3-year average relative total shareholder return percentile range compared to the Keefe, Bruyette & Woods, Inc. Regional Banking Index ("KRX"). 25% vesting will be based on the Company's average ROAA percentile performance as compared to KRX companies over the performance period. 25% vesting will be based on the Company's average ROATCE percentile performance as compared to the KRX companies over the performance period. F5 · derivative.expiration_date: Not applicable. Read SEC document |
| March 15, 2023 Filed Mar 17, 2023 19:50 UTC | PACIFIC PREMIER BANCORP INC PPBI · Entity 75856 | Tax withholdingPPBI Common Stock | 15,408 | $24.91 | $383,813.28 |
DisclosureSEC source: 0001028918-23-000044 · wf-form4_167909703670233.xml · nonDerivative · entry 2 GARDNER STEVEN R · CIK 0001267342 · Director · Chairman, President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 423,327 F3 · shares: Represents shares withheld to cover the tax liability incident to the vesting of Restricted Stock Awards. F2 · balance_after: Includes 155,717 shares of restricted stock subject to a vesting schedule set forth in the restricted stock grant and subject to forfeiture upon the occurrence of certain events specified in the restricted stock grant. Read SEC document |
| March 15, 2023 Filed Mar 17, 2023 19:50 UTC | PACIFIC PREMIER BANCORP INC PPBI · Entity 75856 | GrantPPBI Common Stock | 70,253 | $0.00 | $0.00 |
DisclosureSEC source: 0001028918-23-000044 · wf-form4_167909703670233.xml · nonDerivative · entry 1 GARDNER STEVEN R · CIK 0001267342 · Director · Chairman, President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 438,735 F1 · shares: Restricted Stock with an evenly distributed 3-year vesting schedule. F2 · balance_after: Includes 155,717 shares of restricted stock subject to a vesting schedule set forth in the restricted stock grant and subject to forfeiture upon the occurrence of certain events specified in the restricted stock grant. Read SEC document |
| December 19, 2022 Filed Dec 21, 2022 20:01 UTC | PACIFIC PREMIER BANCORP INC PPBI · Entity 75856 | SalePPBI Common Stock | 102,638 | $31.56 | $3,239,255.28 |
DisclosureSEC source: 0001028918-22-000171 · wf-form4_167167086175612.xml · nonDerivative · entry 1 GARDNER STEVEN R · CIK 0001267342 · Director · Chairman, President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 368,482 F1 · price: The price reported in column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $31.33 to $31.77, inclusive. F2 · balance_after: Includes 120,559 shares of restricted stock subject to a vesting schedule set forth in the restricted stock grant and subject to forfeiture upon the occurrence of certain events specified in the restricted stock grant. Read SEC document |
| March 31, 2022 Filed Apr 1, 2022 18:23 UTC | PACIFIC PREMIER BANCORP INC PPBI · Entity 75856 | Tax withholdingPPBI Common Stock | 13,754 | $35.35 | $486,203.90 |
DisclosureSEC source: 0001028918-22-000105 · wf-form4_164885181942010.xml · nonDerivative · entry 1 GARDNER STEVEN R · CIK 0001267342 · Director · Chairman, President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 471,120 F1 · shares: Represents shares withheld to cover the tax liability incident to the vesting of Restricted Stock Awards. F2 · balance_after: Includes 120,559 shares of restricted stock subject to a vesting schedule set forth in the restricted stock grant and subject to forfeiture upon the occurrence of certain events specified in the restricted stock grant. Read SEC document |
| March 15, 2022 Filed Mar 17, 2022 21:03 UTC | PACIFIC PREMIER BANCORP INC PPBI · Entity 75856 | Exercise / conversionDividend Equivalent Rights · Derivative | 8,638 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001028918-22-000086 · wf-form4_164756537910121.xml · derivative · entry 7 GARDNER STEVEN R · CIK 0001267342 · Director · Chairman, President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: PPBI Common Stock · 8,638 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F3 · derivative.exercise_price: Each dividend equivalent right is the economic equivalent of one share of common stock. Dividend equivalent rights accrue on the reporting person's Restricted Stock Units and become vested proportionately with the Restricted Stock Units. F3 · price: Each dividend equivalent right is the economic equivalent of one share of common stock. Dividend equivalent rights accrue on the reporting person's Restricted Stock Units and become vested proportionately with the Restricted Stock Units. F3 · derivative.exercise_date: Each dividend equivalent right is the economic equivalent of one share of common stock. Dividend equivalent rights accrue on the reporting person's Restricted Stock Units and become vested proportionately with the Restricted Stock Units. F7 · derivative.expiration_date: Not applicable. Read SEC document |
| March 15, 2022 Filed Mar 17, 2022 21:03 UTC | PACIFIC PREMIER BANCORP INC PPBI · Entity 75856 | Exercise / conversionPPBI Restricted Stock Unit · Derivative | 54,439 | $0.00 | $0.00 |
DisclosureSEC source: 0001028918-22-000086 · wf-form4_164756537910121.xml · derivative · entry 6 GARDNER STEVEN R · CIK 0001267342 · Director · Chairman, President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: PPBI Common Stock · 54,439 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F6 · derivative.exercise_price: Each Restricted Stock Unit represents the right to receive one share of common stock. The amount reported reflects the targeted number of Restricted Stock Units that may vest, if at all, following the third anniversary of the date of grant upon confirmation of achievement of certain predetermined performance goals over a 3-year performance period. Depending on the actual performance achieved, the reporting person may receive between 0% and 200% of the targeted amount. 50% vesting will be based on the Company's 3-year average relative total shareholder return percentile range compared to the Keefe, Bruyette & Woods, Inc. Regional Banking Index ("KRX"). 25% vesting will be based on the Company's average ROAA percentile performance as compared to KRX companies over the performance period. 25% vesting will be based on the Company's average ROATCE percentile performance as compared to the KRX companies over the performance period. F2 · shares: On February 28, 2019, Reporting Person was granted Restricted Stock Units which convert into common stock on a one-for-one basis, the vesting of which was conditioned upon the achievement of certain performance goals. On March 15, 2022, actual performance against goals for the applicable performance period was determined and the Reporting Person was awarded 83,245 shares of common stock. F6 · derivative.exercise_date: Each Restricted Stock Unit represents the right to receive one share of common stock. The amount reported reflects the targeted number of Restricted Stock Units that may vest, if at all, following the third anniversary of the date of grant upon confirmation of achievement of certain predetermined performance goals over a 3-year performance period. Depending on the actual performance achieved, the reporting person may receive between 0% and 200% of the targeted amount. 50% vesting will be based on the Company's 3-year average relative total shareholder return percentile range compared to the Keefe, Bruyette & Woods, Inc. Regional Banking Index ("KRX"). 25% vesting will be based on the Company's average ROAA percentile performance as compared to KRX companies over the performance period. 25% vesting will be based on the Company's average ROATCE percentile performance as compared to the KRX companies over the performance period. F7 · derivative.expiration_date: Not applicable. Read SEC document |
| March 15, 2022 Filed Mar 17, 2022 21:03 UTC | PACIFIC PREMIER BANCORP INC PPBI · Entity 75856 | GrantPPBI Restricted Stock Unit · Derivative | 58,218 | $0.00 | $0.00 |
DisclosureSEC source: 0001028918-22-000086 · wf-form4_164756537910121.xml · derivative · entry 5 GARDNER STEVEN R · CIK 0001267342 · Director · Chairman, President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 58,218 Underlying: PPBI Common Stock · 58,218 shares Expires not disclosed F6 · derivative.exercise_price: Each Restricted Stock Unit represents the right to receive one share of common stock. The amount reported reflects the targeted number of Restricted Stock Units that may vest, if at all, following the third anniversary of the date of grant upon confirmation of achievement of certain predetermined performance goals over a 3-year performance period. Depending on the actual performance achieved, the reporting person may receive between 0% and 200% of the targeted amount. 50% vesting will be based on the Company's 3-year average relative total shareholder return percentile range compared to the Keefe, Bruyette & Woods, Inc. Regional Banking Index ("KRX"). 25% vesting will be based on the Company's average ROAA percentile performance as compared to KRX companies over the performance period. 25% vesting will be based on the Company's average ROATCE percentile performance as compared to the KRX companies over the performance period. F6 · derivative.exercise_date: Each Restricted Stock Unit represents the right to receive one share of common stock. The amount reported reflects the targeted number of Restricted Stock Units that may vest, if at all, following the third anniversary of the date of grant upon confirmation of achievement of certain predetermined performance goals over a 3-year performance period. Depending on the actual performance achieved, the reporting person may receive between 0% and 200% of the targeted amount. 50% vesting will be based on the Company's 3-year average relative total shareholder return percentile range compared to the Keefe, Bruyette & Woods, Inc. Regional Banking Index ("KRX"). 25% vesting will be based on the Company's average ROAA percentile performance as compared to KRX companies over the performance period. 25% vesting will be based on the Company's average ROATCE percentile performance as compared to the KRX companies over the performance period. F7 · derivative.expiration_date: Not applicable. Read SEC document |
| March 15, 2022 Filed Mar 17, 2022 21:03 UTC | PACIFIC PREMIER BANCORP INC PPBI · Entity 75856 | Tax withholdingPPBI Common Stock | 50,414 | $36.93 | $1,861,789.02 |
DisclosureSEC source: 0001028918-22-000086 · wf-form4_164756537910121.xml · nonDerivative · entry 4 GARDNER STEVEN R · CIK 0001267342 · Director · Chairman, President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 484,874 F4 · shares: Represents shares withheld to cover the tax liability incident to the vesting of Restricted Stock Units, Restricted Stock Awards and dividend equivalent rights. F5 · balance_after: Includes 151,521 shares of restricted stock subject to a vesting schedule set forth in the restricted stock grant and subject to forfeiture upon the occurrence of certain events specified in the restricted stock grant. Read SEC document |
| March 15, 2022 Filed Mar 17, 2022 21:03 UTC | PACIFIC PREMIER BANCORP INC PPBI · Entity 75856 | Exercise / conversionPPBI Common Stock | 8,638 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001028918-22-000086 · wf-form4_164756537910121.xml · nonDerivative · entry 3 GARDNER STEVEN R · CIK 0001267342 · Director · Chairman, President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 535,288 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. F3 · price: Each dividend equivalent right is the economic equivalent of one share of common stock. Dividend equivalent rights accrue on the reporting person's Restricted Stock Units and become vested proportionately with the Restricted Stock Units. Read SEC document |
| March 15, 2022 Filed Mar 17, 2022 21:03 UTC | PACIFIC PREMIER BANCORP INC PPBI · Entity 75856 | Exercise / conversionPPBI Common Stock | 83,245 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001028918-22-000086 · wf-form4_164756537910121.xml · nonDerivative · entry 2 GARDNER STEVEN R · CIK 0001267342 · Director · Chairman, President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 526,650 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 · shares: On February 28, 2019, Reporting Person was granted Restricted Stock Units which convert into common stock on a one-for-one basis, the vesting of which was conditioned upon the achievement of certain performance goals. On March 15, 2022, actual performance against goals for the applicable performance period was determined and the Reporting Person was awarded 83,245 shares of common stock. F2 · price: On February 28, 2019, Reporting Person was granted Restricted Stock Units which convert into common stock on a one-for-one basis, the vesting of which was conditioned upon the achievement of certain performance goals. On March 15, 2022, actual performance against goals for the applicable performance period was determined and the Reporting Person was awarded 83,245 shares of common stock. Read SEC document |
| March 15, 2022 Filed Mar 17, 2022 21:03 UTC | PACIFIC PREMIER BANCORP INC PPBI · Entity 75856 | GrantPPBI Common Stock | 58,218 | $0.00 | $0.00 |
DisclosureSEC source: 0001028918-22-000086 · wf-form4_164756537910121.xml · nonDerivative · entry 1 GARDNER STEVEN R · CIK 0001267342 · Director · Chairman, President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 443,405 F1 · shares: Restricted Stock with an evenly distributed 3-year vesting schedule. Read SEC document |
| February 28, 2022 Filed Mar 2, 2022 19:22 UTC | PACIFIC PREMIER BANCORP INC PPBI · Entity 75856 | Tax withholdingPPBI Common Stock | 8,647 | $38.71 | $334,725.37 |
DisclosureSEC source: 0001028918-22-000030 · wf-form4_164626692241544.xml · nonDerivative · entry 1 GARDNER STEVEN R · CIK 0001267342 · Director · Chairman, President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 385,187 F1 · shares: Represents shares withheld to cover the tax liability incident to the vesting of Restricted Stock Awards. F2 · balance_after: Includes 108,992 shares of restricted stock subject to a vesting schedule set forth in the restricted stock grant and subject to forfeiture upon the occurrence of certain events specified in the restricted stock grant. Read SEC document |
| March 31, 2021 Filed Apr 2, 2021 16:41 UTC | PACIFIC PREMIER BANCORP INC PPBI · Entity 75856 | Tax withholdingPPBI Common Stock | 13,916 | $43.44 | $604,511.04 |
DisclosureSEC source: 0001028918-21-000115 · wf-form4_161739603063276.xml · nonDerivative · entry 1 GARDNER STEVEN R · CIK 0001267342 · Director · Chairman, President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 393,834 F1 · shares: Represents shares withheld to cover the tax liability incident to the vesting of Restricted Stock Awards. F2 · balance_after: Includes 127,139 shares of restricted stock subject to a vesting schedule set forth in the restricted stock grant and subject to forfeiture upon the occurrence of certain events specified in the restricted stock grant. Read SEC document |
| March 15, 2021 Filed Mar 17, 2021 18:32 UTC | PACIFIC PREMIER BANCORP INC PPBI · Entity 75856 | GrantPPBI Restricted Stock Unit · Derivative | 47,067 | $0.00 | $0.00 |
DisclosureSEC source: 0001028918-21-000077 · wf-form4_161602032189052.xml · derivative · entry 3 GARDNER STEVEN R · CIK 0001267342 · Director · Chairman, President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 47,067 Underlying: PPBI Common Stock · 47,067 shares Expires not disclosed F4 · derivative.exercise_price: Each Restricted Stock Unit represents the right to receive one share of common stock. The amount reported reflects the targeted number of Restricted Stock Units that may vest upon achievement of certain predetermined performance goals and assuming continued employment through the vesting period. Depending on the actual performance achieved, the reporting person may receive between 0% and 200% of such targeted amount. The Restricted Stock Units will vest, if at all, on March 15, 2024. 50% vesting will be tied entirely to performance, measured by a 3-year average relative total shareholder return percentile range compared to the Keefe, Bruyette & Woods, Inc. Regional Banking Index ("KRX"). 25% vesting will be based on the Company's average ROAA percentile performance as compared to KRX companies over the Performance Period. 25% vesting will be based on the Company's average ROATCE percentile performance as compared to the KRX companies over the Performance Period. F4 · derivative.exercise_date: Each Restricted Stock Unit represents the right to receive one share of common stock. The amount reported reflects the targeted number of Restricted Stock Units that may vest upon achievement of certain predetermined performance goals and assuming continued employment through the vesting period. Depending on the actual performance achieved, the reporting person may receive between 0% and 200% of such targeted amount. The Restricted Stock Units will vest, if at all, on March 15, 2024. 50% vesting will be tied entirely to performance, measured by a 3-year average relative total shareholder return percentile range compared to the Keefe, Bruyette & Woods, Inc. Regional Banking Index ("KRX"). 25% vesting will be based on the Company's average ROAA percentile performance as compared to KRX companies over the Performance Period. 25% vesting will be based on the Company's average ROATCE percentile performance as compared to the KRX companies over the Performance Period. F5 · derivative.expiration_date: Not applicable. Read SEC document |
| March 15, 2021 Filed Mar 17, 2021 18:32 UTC | PACIFIC PREMIER BANCORP INC PPBI · Entity 75856 | GrantPPBI Common Stock | 47,067 | $0.00 | $0.00 |
DisclosureSEC source: 0001028918-21-000077 · wf-form4_161602032189052.xml · nonDerivative · entry 2 GARDNER STEVEN R · CIK 0001267342 · Director · Chairman, President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 407,750 F2 · shares: Restricted Stock with an evenly distributed 3-year vesting schedule. F3 · balance_after: Includes 158,101 shares of restricted stock subject to a vesting schedule set forth in the restricted stock grant and subject to forfeiture upon the occurrence of certain events specified in the restricted stock grant. Read SEC document |
| March 15, 2021 Filed Mar 17, 2021 18:32 UTC | PACIFIC PREMIER BANCORP INC PPBI · Entity 75856 | SalePPBI Common Stock | 25,000 | $45.48 | $1,137,000.00 |
DisclosureSEC source: 0001028918-21-000077 · wf-form4_161602032189052.xml · nonDerivative · entry 1 GARDNER STEVEN R · CIK 0001267342 · Director · Chairman, President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 360,683 F1 · price: The price reported in column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $45.10 to $45.78, inclusive. Read SEC document |
| February 28, 2021 Filed Mar 2, 2021 21:03 UTC | PACIFIC PREMIER BANCORP INC PPBI · Entity 75856 | Exercise / conversionDividend Equivalent Rights · Derivative | 1,938 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001028918-21-000043 · wf-form4_161473698083009.xml · derivative · entry 5 GARDNER STEVEN R · CIK 0001267342 · Director · Chairman, President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: PPBI Common Stock · 1,938 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F3 · derivative.exercise_price: Each dividend equivalent right is the economic equivalent of one share of common stock. F3 · price: Each dividend equivalent right is the economic equivalent of one share of common stock. F8 · derivative.exercise_date: Dividend equivalent rights accrue on the reporting person's Restricted Stock Units and become vested proportionately with the Restricted Stock Units. F7 · derivative.expiration_date: Not applicable. 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.