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 |
|---|---|---|---|---|---|---|
| March 06, 2018 Filed Mar 8, 2018 20:45 UTC | PACIFIC PREMIER BANCORP INC PPBI · Entity 75856 | Exercise / conversionPPBI Common Stock | 34,562 | $7.87 | $272,002.94 |
DisclosureSEC source: 0001028918-18-000064 · wf-form4_152055992180122.xml · nonDerivative · entry 2 GARDNER STEVEN R · CIK 0001267342 · Director · Chairman, President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 292,131 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 · balance_after: Includes 83,178 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 06, 2018 Filed Mar 8, 2018 20:45 UTC | PACIFIC PREMIER BANCORP INC PPBI · Entity 75856 | Exercise / conversionPPBI Common Stock | 5,000 | $6.30 | $31,500.00 |
DisclosureSEC source: 0001028918-18-000064 · wf-form4_152055992180122.xml · nonDerivative · entry 1 GARDNER STEVEN R · CIK 0001267342 · Director · Chairman, President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 257,569 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 · balance_after: Includes 83,178 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 |
| February 28, 2018 Filed Mar 2, 2018 21:07 UTC | PACIFIC PREMIER BANCORP INC PPBI · Entity 75856 | GrantPPBI Restricted Stock Unit · Derivative | 26,754 | $0.00 | $0.00 |
DisclosureSEC source: 0001028918-18-000044 · wf-form4_152004280445619.xml · derivative · entry 2 GARDNER STEVEN R · CIK 0001267342 · Director · Chairman, President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,754 Underlying: PPBI Common Stock · 26,754 shares Expires not disclosed F3 · derivative.exercise_price: Each Restricted Stock Unit represents the right to receive one share of common stock. The amount reported reflects the maximum number of Restricted Stock Units that may vest upon achievement of certain predetermined performance goals and assuming continued employment through the vesting period. The Restricted Stock Units will vest annually, if at all, commencing February 28, 2019. 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. F3 · derivative.exercise_date: Each Restricted Stock Unit represents the right to receive one share of common stock. The amount reported reflects the maximum number of Restricted Stock Units that may vest upon achievement of certain predetermined performance goals and assuming continued employment through the vesting period. The Restricted Stock Units will vest annually, if at all, commencing February 28, 2019. 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. F4 · derivative.expiration_date: Not applicable. Read SEC document |
| February 28, 2018 Filed Mar 2, 2018 21:07 UTC | PACIFIC PREMIER BANCORP INC PPBI · Entity 75856 | GrantPPBI Common Stock | 26,754 | $0.00 | $0.00 |
DisclosureSEC source: 0001028918-18-000044 · wf-form4_152004280445619.xml · nonDerivative · entry 1 GARDNER STEVEN R · CIK 0001267342 · Director · Chairman, President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 252,569 F1 · shares: Restricted Stock with an evenly distributed 3 year vesting schedule. F2 · balance_after: Includes 83,178 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 |
| February 27, 2018 Filed Mar 1, 2018 21:01 UTC | PACIFIC PREMIER BANCORP INC PPBI · Entity 75856 | Exercise / conversionOptions on PPBI Common Stock · Derivative | 28,000 | $7.87 Strike: $7.87 | $220,360.00 |
DisclosureSEC source: 0001028918-18-000043 · wf-form4_151995605660113.xml · derivative · entry 6 GARDNER STEVEN R · CIK 0001267342 · Director · Chairman, President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 72,000 Underlying: PPBI Common Stock · 28,000 shares Expires 2022-06-05 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_date: The option vests in three equal annual installments beginning on 6/5/2013. Read SEC document |
| February 27, 2018 Filed Mar 1, 2018 21:01 UTC | PACIFIC PREMIER BANCORP INC PPBI · Entity 75856 | Exercise / conversionOptions on PPBI Common Stock · Derivative | 26,849 | $5.01 Strike: $5.01 | $134,513.49 |
DisclosureSEC source: 0001028918-18-000043 · wf-form4_151995605660113.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 · 26,849 shares Expires 2018-08-27 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_date: The option vests in three equal annual installments beginning on 8/27/2009. Read SEC document |
| February 27, 2018 Filed Mar 1, 2018 21:01 UTC | PACIFIC PREMIER BANCORP INC PPBI · Entity 75856 | SalePPBI Common Stock | 28,000 | $43.08 | $1,206,242.80 |
DisclosureSEC source: 0001028918-18-000043 · wf-form4_151995605660113.xml · nonDerivative · entry 4 GARDNER STEVEN R · CIK 0001267342 · Director · Chairman, President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 225,815 F2 · price: The price reported in column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $42.65 to $43.725, inclusive. F1 · balance_after: Includes 56,424 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 |
| February 27, 2018 Filed Mar 1, 2018 21:01 UTC | PACIFIC PREMIER BANCORP INC PPBI · Entity 75856 | Exercise / conversionPPBI Common Stock | 28,000 | $7.87 | $220,360.00 |
DisclosureSEC source: 0001028918-18-000043 · wf-form4_151995605660113.xml · nonDerivative · entry 3 GARDNER STEVEN R · CIK 0001267342 · Director · Chairman, President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 253,815 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 · balance_after: Includes 56,424 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 |
| February 27, 2018 Filed Mar 1, 2018 21:01 UTC | PACIFIC PREMIER BANCORP INC PPBI · Entity 75856 | SalePPBI Common Stock | 26,849 | $43.08 | $1,156,657.60 |
DisclosureSEC source: 0001028918-18-000043 · wf-form4_151995605660113.xml · nonDerivative · entry 2 GARDNER STEVEN R · CIK 0001267342 · Director · Chairman, President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 225,815 F2 · price: The price reported in column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $42.65 to $43.725, inclusive. F1 · balance_after: Includes 56,424 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 |
| February 27, 2018 Filed Mar 1, 2018 21:01 UTC | PACIFIC PREMIER BANCORP INC PPBI · Entity 75856 | Exercise / conversionPPBI Common Stock | 26,849 | $5.01 | $134,513.49 |
DisclosureSEC source: 0001028918-18-000043 · wf-form4_151995605660113.xml · nonDerivative · entry 1 GARDNER STEVEN R · CIK 0001267342 · Director · Chairman, President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 252,664 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 · balance_after: Includes 56,424 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 |
| January 28, 2018 Filed Jan 29, 2018 21:37 UTC | PACIFIC PREMIER BANCORP INC PPBI · Entity 75856 | Tax withholdingPPBI Common Stock | 8,284 | $41.55 | $344,200.20 |
DisclosureSEC source: 0001028918-18-000010 · wf-form4_151727984263277.xml · nonDerivative · entry 5 GARDNER STEVEN R · CIK 0001267342 · Director · Chairman, President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 225,815 F1 · kind: Shares disposed to satisfy the Reporting Person's tax liability incurred by the vesting of a previously granted award. F2 · balance_after: Includes 56,424 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 |
| January 26, 2018 Filed Jan 29, 2018 21:37 UTC | PACIFIC PREMIER BANCORP INC PPBI · Entity 75856 | Exercise / conversionPPBI Restricted Stock Unit · Derivative | 4,681 | $41.55 | $194,495.55 |
DisclosureSEC source: 0001028918-18-000010 · wf-form4_151727984263277.xml · derivative · entry 7 GARDNER STEVEN R · CIK 0001267342 · Director · Chairman, President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,364 Underlying: PPBI Common Stock · 4,681 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 Restricted Stock Units will vest annually, if at all, commencing January 26, 2018 in three installments ranging between 1/5 and 1/3 of the reported number of Restricted Stock Units. F5 · derivative.exercise_date: Each Restricted Stock Unit represents the right to receive one share of common stock. The Restricted Stock Units will vest annually, if at all, commencing January 26, 2018 in three installments ranging between 1/5 and 1/3 of the reported number of Restricted Stock Units. F4 · derivative.expiration_date: Not applicable. Read SEC document |
| January 26, 2018 Filed Jan 29, 2018 21:37 UTC | PACIFIC PREMIER BANCORP INC PPBI · Entity 75856 | Tax withholdingPPBI Common Stock | 9,285 | $41.55 | $385,791.75 |
DisclosureSEC source: 0001028918-18-000010 · wf-form4_151727984263277.xml · nonDerivative · entry 4 GARDNER STEVEN R · CIK 0001267342 · Director · Chairman, President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 234,099 F1 · kind: Shares disposed to satisfy the Reporting Person's tax liability incurred by the vesting of a previously granted award. Read SEC document |
| January 26, 2018 Filed Jan 29, 2018 21:37 UTC | PACIFIC PREMIER BANCORP INC PPBI · Entity 75856 | Exercise / conversionPPBI Common Stock | 4,681 | $41.55 | $194,495.55 |
DisclosureSEC source: 0001028918-18-000010 · wf-form4_151727984263277.xml · nonDerivative · entry 3 GARDNER STEVEN R · CIK 0001267342 · Director · Chairman, President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 243,384 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 |
| January 25, 2018 Filed Jan 29, 2018 21:37 UTC | PACIFIC PREMIER BANCORP INC PPBI · Entity 75856 | Exercise / conversionPPBI Restricted Stock Unit · Derivative | 4,875 | $41.85 | $204,018.75 |
DisclosureSEC source: 0001028918-18-000010 · wf-form4_151727984263277.xml · derivative · entry 6 GARDNER STEVEN R · CIK 0001267342 · Director · Chairman, President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,875 Underlying: PPBI Common Stock · 4,875 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 Restricted Stock Unit represents the right to receive one share of common stock. The Restricted Stock Units will vest annually, if at all, commencing January 25, 2017 in three installments ranging between 1/5 and 1/3 of the reported number of Restricted Stock Units. F3 · derivative.exercise_date: Each Restricted Stock Unit represents the right to receive one share of common stock. The Restricted Stock Units will vest annually, if at all, commencing January 25, 2017 in three installments ranging between 1/5 and 1/3 of the reported number of Restricted Stock Units. F4 · derivative.expiration_date: Not applicable. Read SEC document |
| January 25, 2018 Filed Jan 29, 2018 21:37 UTC | PACIFIC PREMIER BANCORP INC PPBI · Entity 75856 | Tax withholdingPPBI Common Stock | 12,999 | $41.85 | $544,008.15 |
DisclosureSEC source: 0001028918-18-000010 · wf-form4_151727984263277.xml · nonDerivative · entry 2 GARDNER STEVEN R · CIK 0001267342 · Director · Chairman, President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 238,703 F1 · kind: Shares disposed to satisfy the Reporting Person's tax liability incurred by the vesting of a previously granted award. Read SEC document |
| January 25, 2018 Filed Jan 29, 2018 21:37 UTC | PACIFIC PREMIER BANCORP INC PPBI · Entity 75856 | Exercise / conversionPPBI Common Stock | 4,875 | $41.85 | $204,018.75 |
DisclosureSEC source: 0001028918-18-000010 · wf-form4_151727984263277.xml · nonDerivative · entry 1 GARDNER STEVEN R · CIK 0001267342 · Director · Chairman, President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 251,702 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 |
| October 27, 2017 Filed Oct 30, 2017 21:54 UTC | PACIFIC PREMIER BANCORP INC PPBI · Entity 75856 | SalePPBI Common Stock | 12,500 | $41.02 | $512,767.50 |
DisclosureSEC source: 0001028918-17-000239 · wf-form4_150941482988089.xml · nonDerivative · entry 1 GARDNER STEVEN R · CIK 0001267342 · Director · Chairman, President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 246,827 F1 · price: The price reported in column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $41.00 to $41.35, inclusive. F2 · balance_after: Includes 115,469 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 |
| September 12, 2017 Filed Sep 13, 2017 17:48 UTC | PACIFIC PREMIER BANCORP INC PPBI · Entity 75856 | SalePPBI Common Stock | 12,500 | $34.76 | $434,531.25 |
DisclosureSEC source: 0001028918-17-000201 · wf-form4_150533930675148.xml · nonDerivative · entry 2 GARDNER STEVEN R · CIK 0001267342 · Director · Chairman, President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 259,327 F3 · price: The price reported in column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $34.55 to $35.00, inclusive. F2 · balance_after: Includes 115,469 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 |
| September 11, 2017 Filed Sep 13, 2017 17:48 UTC | PACIFIC PREMIER BANCORP INC PPBI · Entity 75856 | SalePPBI Common Stock | 7,500 | $34.14 | $256,028.25 |
DisclosureSEC source: 0001028918-17-000201 · wf-form4_150533930675148.xml · nonDerivative · entry 1 GARDNER STEVEN R · CIK 0001267342 · Director · Chairman, President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 271,827 F1 · price: The price reported in column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $33.90 to $34.70, inclusive. F2 · balance_after: Includes 115,469 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 |
| August 22, 2017 Filed Aug 24, 2017 19:41 UTC | PACIFIC PREMIER BANCORP INC PPBI · Entity 75856 | Exercise / conversionOptions on PPBI Common Stock · Derivative | 8,151 | $5.01 Strike: $5.01 | $40,836.51 |
DisclosureSEC source: 0001028918-17-000193 · wf-form4_150361810369479.xml · derivative · entry 9 GARDNER STEVEN R · CIK 0001267342 · Director · Chairman, President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,849 Underlying: PPBI Common Stock · 8,151 shares Expires 2018-08-27 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_date: The option vests in three equal annual installments beginning on 8/27/2009. Read SEC document |
| August 22, 2017 Filed Aug 24, 2017 19:41 UTC | PACIFIC PREMIER BANCORP INC PPBI · Entity 75856 | Exercise / conversionOptions on PPBI Common Stock · Derivative | 8,334 | $7.10 Strike: $7.10 | $59,171.40 |
DisclosureSEC source: 0001028918-17-000193 · wf-form4_150361810369479.xml · derivative · entry 8 GARDNER STEVEN R · CIK 0001267342 · Director · Chairman, President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: PPBI Common Stock · 8,334 shares Expires 2018-01-02 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_date: The option vests in three equal annual installments beginning on 1/2/2009. Read SEC document |
| August 22, 2017 Filed Aug 24, 2017 19:41 UTC | PACIFIC PREMIER BANCORP INC PPBI · Entity 75856 | Exercise / conversionOptions on PPBI Common Stock · Derivative | 16,666 | $7.10 Strike: $7.10 | $118,328.60 |
DisclosureSEC source: 0001028918-17-000193 · wf-form4_150361810369479.xml · derivative · entry 7 GARDNER STEVEN R · CIK 0001267342 · Director · Chairman, President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,334 Underlying: PPBI Common Stock · 16,666 shares Expires 2018-01-02 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_date: The option vests in three equal annual installments beginning on 1/2/2009. Read SEC document |
| August 22, 2017 Filed Aug 24, 2017 19:41 UTC | PACIFIC PREMIER BANCORP INC PPBI · Entity 75856 | Tax withholdingPPBI Common Stock | 1,149 | $35.42 | $40,697.58 |
DisclosureSEC source: 0001028918-17-000193 · wf-form4_150361810369479.xml · nonDerivative · entry 6 GARDNER STEVEN R · CIK 0001267342 · Director · Chairman, President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 279,327 F3 · shares: Represents the surrender of already-owned shares on August 22, 2017 to cover payment of option exercise price. F1 · balance_after: Includes 115,469 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 |
| August 22, 2017 Filed Aug 24, 2017 19:41 UTC | PACIFIC PREMIER BANCORP INC PPBI · Entity 75856 | Tax withholdingPPBI Common Stock | 1,664 | $35.42 | $58,938.88 |
DisclosureSEC source: 0001028918-17-000193 · wf-form4_150361810369479.xml · nonDerivative · entry 5 GARDNER STEVEN R · CIK 0001267342 · Director · Chairman, President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 280,476 F3 · shares: Represents the surrender of already-owned shares on August 22, 2017 to cover payment of option exercise price. F1 · balance_after: Includes 115,469 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 |
| August 22, 2017 Filed Aug 24, 2017 19:41 UTC | PACIFIC PREMIER BANCORP INC PPBI · Entity 75856 | SalePPBI Common Stock | 16,666 | $35.57 | $592,794.62 |
DisclosureSEC source: 0001028918-17-000193 · wf-form4_150361810369479.xml · nonDerivative · entry 4 GARDNER STEVEN R · CIK 0001267342 · Director · Chairman, President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 282,140 F2 · price: The price reported in column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $35.50 to $35.65, inclusive. F1 · balance_after: Includes 115,469 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 |
| August 22, 2017 Filed Aug 24, 2017 19:41 UTC | PACIFIC PREMIER BANCORP INC PPBI · Entity 75856 | Exercise / conversionPPBI Common Stock | 8,151 | $5.01 | $40,836.51 |
DisclosureSEC source: 0001028918-17-000193 · wf-form4_150361810369479.xml · nonDerivative · entry 3 GARDNER STEVEN R · CIK 0001267342 · Director · Chairman, President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 298,806 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 · balance_after: Includes 115,469 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 |
| August 22, 2017 Filed Aug 24, 2017 19:41 UTC | PACIFIC PREMIER BANCORP INC PPBI · Entity 75856 | Exercise / conversionPPBI Common Stock | 8,334 | $7.10 | $59,171.40 |
DisclosureSEC source: 0001028918-17-000193 · wf-form4_150361810369479.xml · nonDerivative · entry 2 GARDNER STEVEN R · CIK 0001267342 · Director · Chairman, President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 290,655 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 · balance_after: Includes 115,469 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 |
| August 22, 2017 Filed Aug 24, 2017 19:41 UTC | PACIFIC PREMIER BANCORP INC PPBI · Entity 75856 | Exercise / conversionPPBI Common Stock | 16,666 | $7.10 | $118,328.60 |
DisclosureSEC source: 0001028918-17-000193 · wf-form4_150361810369479.xml · nonDerivative · entry 1 GARDNER STEVEN R · CIK 0001267342 · Director · Chairman, President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 282,321 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 · balance_after: Includes 115,469 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 03, 2017 Filed Mar 7, 2017 20:13 UTC | PACIFIC PREMIER BANCORP INC PPBI · Entity 75856 | SalePPBI Common Stock | 4,980 | $40.22 | $200,308.55 |
DisclosureSEC source: 0001028918-17-000069 · wf-form4_148893561058485.xml · nonDerivative · entry 1 GARDNER STEVEN R · CIK 0001267342 · Director · Chairman, President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 265,655 F1 · kind: Open market sale pursuant to a 10b5-1 trading plan adopted by the Reporting Person on February 17, 2017, for tax planning purposes. F2 · price: The price reported in column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $39.95 to $40.65, inclusive. F3 · balance_after: Includes 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 |
| February 01, 2017 Filed Feb 1, 2017 21:59 UTC | PACIFIC PREMIER BANCORP INC PPBI · Entity 75856 | Tax withholdingPPBI Common Stock | 6,264 | $38.80 | $243,043.20 |
DisclosureSEC source: 0001028918-17-000052 · wf-form4_148600434529454.xml · nonDerivative · entry 1 GARDNER STEVEN R · CIK 0001267342 · Director · Chairman & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 270,635 F1 · kind: Shares disposed to satisfy the Reporting Person's tax liability incurred by the vesting of a previously granted award. F2 · balance_after: Includes 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 |
| January 26, 2017 Filed Jan 30, 2017 21:33 UTC | PACIFIC PREMIER BANCORP INC PPBI · Entity 75856 | GrantPPBI Restricted Stock Unit · Derivative | 14,045 | $40.05 | $562,502.25 |
DisclosureSEC source: 0001028918-17-000042 · wf-form4_148582997654913.xml · derivative · entry 2 GARDNER STEVEN R · CIK 0001267342 · Director · Chairman & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,795 Underlying: PPBI Common Stock · 14,045 shares Expires not disclosed F3 · derivative.exercise_price: Each Restricted Stock Unit represents the right to receive one share of common stock. The amount reported reflects the maximum number of Restricted Stock Units that may vest upon achievement of certain predetermined performance goals and assuming continued employment. The Restricted Stock Units will vest annually, if at all, commencing January 26, 2018 in three installments ranging between 1/5 and 1/3 of the reported number of Restricted Stock Units. F3 · derivative.exercise_date: Each Restricted Stock Unit represents the right to receive one share of common stock. The amount reported reflects the maximum number of Restricted Stock Units that may vest upon achievement of certain predetermined performance goals and assuming continued employment. The Restricted Stock Units will vest annually, if at all, commencing January 26, 2018 in three installments ranging between 1/5 and 1/3 of the reported number of Restricted Stock Units. F4 · derivative.expiration_date: Not applicable. Read SEC document |
| January 26, 2017 Filed Jan 30, 2017 21:33 UTC | PACIFIC PREMIER BANCORP INC PPBI · Entity 75856 | GrantPPBI Common Stock | 42,135 | $40.05 | $1,687,506.75 |
DisclosureSEC source: 0001028918-17-000042 · wf-form4_148582997654913.xml · nonDerivative · entry 1 GARDNER STEVEN R · CIK 0001267342 · Director · Chairman & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 276,899 F1 · shares: Restricted Stock with an evenly distributed 3 year vesting schedule. F2 · balance_after: Includes 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 |
| January 25, 2017 Filed Jan 27, 2017 21:50 UTC | PACIFIC PREMIER BANCORP INC PPBI · Entity 75856 | Exercise / conversionPPBI Restricted Stock Unit · Derivative | 4,875 | $0.00 | $0.00 |
DisclosureSEC source: 0001028918-17-000023 · wf-form4_148557179255565.xml · derivative · entry 3 GARDNER STEVEN R · CIK 0001267342 · Director · Chairman & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,750 Underlying: PPBI Common Stock · 4,875 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 Restricted Stock Unit represents the right to receive one share of common stock. The Restricted Stock Units will vest annually, if at all, commencing January 25, 2017 in three installments ranging between 1/5 and 1/3 of the reported number of Restricted Stock Units. F3 · derivative.exercise_date: Each Restricted Stock Unit represents the right to receive one share of common stock. The Restricted Stock Units will vest annually, if at all, commencing January 25, 2017 in three installments ranging between 1/5 and 1/3 of the reported number of Restricted Stock Units. F4 · derivative.expiration_date: Not applicable. Read SEC document |
| January 25, 2017 Filed Jan 27, 2017 21:50 UTC | PACIFIC PREMIER BANCORP INC PPBI · Entity 75856 | Tax withholdingPPBI Common Stock | 1,833 | $40.10 | $73,503.30 |
DisclosureSEC source: 0001028918-17-000023 · wf-form4_148557179255565.xml · nonDerivative · entry 2 GARDNER STEVEN R · CIK 0001267342 · Director · Chairman & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 245,412 F2 · kind: Shares disposed to satisfy the Reporting Person's tax liability incurred by the vesting of a previously granted award. F1 · balance_after: Includes 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 |
| January 25, 2017 Filed Jan 27, 2017 21:50 UTC | PACIFIC PREMIER BANCORP INC PPBI · Entity 75856 | Exercise / conversionPPBI Common Stock | 4,875 | $40.10 | $195,487.50 |
DisclosureSEC source: 0001028918-17-000023 · wf-form4_148557179255565.xml · nonDerivative · entry 1 GARDNER STEVEN R · CIK 0001267342 · Director · Chairman & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 247,245 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 · balance_after: Includes 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 |
| January 25, 2017 Filed Jan 30, 2017 20:43 UTC Amendment | PACIFIC PREMIER BANCORP INC PPBI · Entity 75856 | Exercise / conversionPPBI Restricted Stock Unit · Derivative | 4,875 | $0.00 | $0.00 |
DisclosureSEC source: 0001028918-17-000029 · wf-form4a_148582700743336.xml · derivative · entry 3 GARDNER STEVEN R · CIK 0001267342 · Director · Chairman & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,750 Underlying: PPBI Common Stock · 4,875 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 Restricted Stock Unit represents the right to receive one share of common stock. The Restricted Stock Units will vest annually, if at all, commencing January 25, 2017 in three installments ranging between 1/5 and 1/3 of the reported number of Restricted Stock Units. F3 · derivative.exercise_date: Each Restricted Stock Unit represents the right to receive one share of common stock. The Restricted Stock Units will vest annually, if at all, commencing January 25, 2017 in three installments ranging between 1/5 and 1/3 of the reported number of Restricted Stock Units. F4 · derivative.expiration_date: Not applicable. Read SEC document |
| January 25, 2017 Filed Jan 30, 2017 20:43 UTC Amendment | PACIFIC PREMIER BANCORP INC PPBI · Entity 75856 | Tax withholdingPPBI Common Stock | 12,481 | $40.10 | $500,488.10 |
DisclosureSEC source: 0001028918-17-000029 · wf-form4a_148582700743336.xml · nonDerivative · entry 2 GARDNER STEVEN R · CIK 0001267342 · Director · Chairman & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 234,764 F2 · kind: Shares disposed to satisfy the Reporting Person's tax liability incurred by the vesting of a previously granted award. F1 · balance_after: Includes 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 |
| January 25, 2017 Filed Jan 30, 2017 20:43 UTC Amendment | PACIFIC PREMIER BANCORP INC PPBI · Entity 75856 | Exercise / conversionPPBI Common Stock | 4,875 | $40.10 | $195,487.50 |
DisclosureSEC source: 0001028918-17-000029 · wf-form4a_148582700743336.xml · nonDerivative · entry 1 GARDNER STEVEN R · CIK 0001267342 · Director · Chairman & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 247,245 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 · balance_after: Includes 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 15, 2016 Filed Dec 19, 2016 20:13 UTC | PACIFIC PREMIER BANCORP INC PPBI · Entity 75856 | Exercise / conversionOptions on PPBI Common Stock · Derivative | 25,000 | $0.00 Strike: $12.10 | $0.00 |
DisclosureSEC source: 0001028918-16-000277 · wf-form4_148219641633866.xml · derivative · entry 3 GARDNER STEVEN R · CIK 0001267342 · Director · Chairman & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 315,000 Underlying: PPBI Common Stock · 25,000 shares Expires 2017-01-03 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_date: The option vested in three equal installments on January 3, 2008, 2009, and 2010. Read SEC document |
| December 15, 2016 Filed Dec 19, 2016 20:13 UTC | PACIFIC PREMIER BANCORP INC PPBI · Entity 75856 | SalePPBI Common Stock | 12,276 | $34.05 | $418,054.27 |
DisclosureSEC source: 0001028918-16-000277 · wf-form4_148219641633866.xml · nonDerivative · entry 2 GARDNER STEVEN R · CIK 0001267342 · Director · Chairman & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 242,370 F1 · kind: Shares disposed to satisfy the Reporting Person's total option grant cost due and tax liability incurred by the vesting of a previously granted award. F2 · price: The price reported in column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $33.65 to $34.30, inclusive. Read SEC document |
| December 15, 2016 Filed Dec 19, 2016 20:13 UTC | PACIFIC PREMIER BANCORP INC PPBI · Entity 75856 | Exercise / conversionPPBI Common Stock | 25,000 | $12.10 | $302,500.00 |
DisclosureSEC source: 0001028918-16-000277 · wf-form4_148219641633866.xml · nonDerivative · entry 1 GARDNER STEVEN R · CIK 0001267342 · Director · Chairman & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 254,646 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.