Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| COLUMBIA BANKING SYSTEM, INC.COLB · Entity 707 | Director · Executive Chairman | February 25, 2025 | March 15, 2025 |
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 February 25, 2025 · Filed March 15, 2025 · Amendment
Amendment: balances below belong to this corrected disclosure, not necessarily a complete replacement of earlier positions.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Restricted Stock UnitSEC Table II · derivative / convertible security | Direct | 37,593 |
Reported balance
After 2025-02-25 transaction · row 1
Amendment: may correct only part of an earlier disclosure.
1 source rowRow 1 · 2025-02-25 · Grant · Acquired 37,593 · Balance 37,593 F1: Restricted stock units granted 02/25/2025. The grant will vest 33.33% per year over three years. F2: The Form 4 filed February 26, 2025, inadvertently included incorrect amounts for the number of restricted stock units and performance stock units. This amendment reports the correct amounts. |
| Performance Restricted Stock UnitSEC Table II · derivative / convertible security | Direct | 112,133 |
Reported balance
After 2025-02-25 transaction · row 2
Amendment: may correct only part of an earlier disclosure.
1 source rowRow 2 · 2025-02-25 · Grant · Acquired 28,195 · Balance 112,133 F3: Performance restricted stock units granted 02/25/2025. The grant will vest approximately three years following the grant date based on the issuer's relative total shareholder return performance for fiscal years 2025-2027 compared to a Compensation Committee approved group of peers. F2: The Form 4 filed February 26, 2025, inadvertently included incorrect amounts for the number of restricted stock units and performance stock units. This amendment reports the correct amounts. |
| Performance Restricted Stock UnitSEC Table II · derivative / convertible security | Direct | 140,328 |
Reported balance
After 2025-02-25 transaction · row 3
Amendment: may correct only part of an earlier disclosure.
1 source rowRow 3 · 2025-02-25 · Grant · Acquired 28,195 · Balance 140,328 F4: Performance restricted stock units granted 02/25/2025. The grant will vest approximately three years following the grant date based on the issuer's relative return on tangible common equity for fiscal years 2025-2027 compared to a Compensation Committee approved group of peers. F2: The Form 4 filed February 26, 2025, inadvertently included incorrect amounts for the number of restricted stock units and performance stock units. This amendment reports the correct amounts. |
Filing footnotes · ownership attribution and instrument terms
F1: Restricted stock units granted 02/25/2025. The grant will vest 33.33% per year over three years.
F2: The Form 4 filed February 26, 2025, inadvertently included incorrect amounts for the number of restricted stock units and performance stock units. This amendment reports the correct amounts.
F3: Performance restricted stock units granted 02/25/2025. The grant will vest approximately three years following the grant date based on the issuer's relative total shareholder return performance for fiscal years 2025-2027 compared to a Compensation Committee approved group of peers.
F4: Performance restricted stock units granted 02/25/2025. The grant will vest approximately three years following the grant date based on the issuer's relative return on tangible common equity for fiscal years 2025-2027 compared to a Compensation Committee approved group of peers.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
UMPQUA HOLDINGS CORP
Report date February 28, 2023 · Filed March 02, 2023
Section 16 reporting ended · disclosed 2023-03-02. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 0 |
Ending reported balance
After 2023-02-28 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2023-02-28 · Tax withholding · Disposed 15,538 · Balance 685,730 F1: Payment of a portion of the tax liability by delivering or withholding securities incident to the receipt or vesting of a security issued in accordance with Rule 16b-3. Row 2 · 2023-02-28 · Disposition to issuer · Disposed 685,730 · Balance 0 F2: Disposed of with the Issuer's merger with Columbia Banking System. Each share of Issuer stock converted into a right to receive 0.5958 of a share of Columbia stock, with a market value of $17.71 per share of Issuer stock based on the closing price of Columbia stock on the last trading day prior to the merger of $29.73 per share. Each Issuer restricted and performance stock unit award was disposed of in exchange for restricted stock unit awards in respect of Columbia stock equal to the product of the number of shares of Issuer stock subject to the award multiplied by 0.5958. Each Columbia award will be subject to the terms and conditions (excluding performance-based vesting) of the converted Issuer award prior to the merger. The number of shares subject to the performance award was determined based on performance levels deemed satisfied as set forth in the merger agreement. As a result of the merger the reporting person no longer beneficially owns any shares of Issuer stock. |
Filing footnotes · ownership attribution and instrument terms
F1: Payment of a portion of the tax liability by delivering or withholding securities incident to the receipt or vesting of a security issued in accordance with Rule 16b-3.
F2: Disposed of with the Issuer's merger with Columbia Banking System. Each share of Issuer stock converted into a right to receive 0.5958 of a share of Columbia stock, with a market value of $17.71 per share of Issuer stock based on the closing price of Columbia stock on the last trading day prior to the merger of $29.73 per share. Each Issuer restricted and performance stock unit award was disposed of in exchange for restricted stock unit awards in respect of Columbia stock equal to the product of the number of shares of Issuer stock subject to the award multiplied by 0.5958. Each Columbia award will be subject to the terms and conditions (excluding performance-based vesting) of the converted Issuer award prior to the merger. The number of shares subject to the performance award was determined based on performance levels deemed satisfied as set forth in the merger agreement. As a result of the merger the reporting person no longer beneficially owns any shares of Issuer stock.
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| February 28, 2025 Filed Mar 4, 2025 20:52 UTC | COLUMBIA BANKING SYSTEM, INC. COLB · Entity 707 | Tax withholdingCommon Stock | 9,038 | $26.73 | $241,585.74 |
DisclosureSEC source: 0000887343-25-000088 · wk-form4_1741121548.xml · nonDerivative · entry 2 O'HAVER CORT L · CIK 0001490201 · Director · Executive Chairman 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 390,824 Read SEC document |
| February 28, 2025 Filed Mar 4, 2025 20:52 UTC | COLUMBIA BANKING SYSTEM, INC. COLB · Entity 707 | Tax withholdingCommon Stock | 9,465 | $26.73 | $252,999.45 |
DisclosureSEC source: 0000887343-25-000088 · wk-form4_1741121548.xml · nonDerivative · entry 1 O'HAVER CORT L · CIK 0001490201 · Director · Executive Chairman 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 399,862 F1 · balance_after: Since the date of the reporting person's last ownership report, he transferred 1,170 shares to his ex-wife pursuant to a Stipulated General Judgment of Dissolution of Marriage. Read SEC document |
| February 25, 2025 Filed Feb 26, 2025 20:16 UTC | COLUMBIA BANKING SYSTEM, INC. COLB · Entity 707 | GrantPerformance Restricted Stock Unit · Derivative | 18,796 | $26.60 | $499,973.60 |
DisclosureSEC source: 0000887343-25-000059 · wk-form4_1740600962.xml · derivative · entry 3 O'HAVER CORT L · CIK 0001490201 · Director · Executive Chairman 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 121,530 Underlying: Common Stock · 18,796 shares Expires not disclosed F3 · derivative.exercise_price: Performance restricted stock units granted 02/25/2025. The grant will vest approximately three years following the grant date based on the issuer's relative return on tangible common equity for fiscal years 2025-2027 compared to a Compensation Committee approved group of peers. F3 · derivative.exercise_date: Performance restricted stock units granted 02/25/2025. The grant will vest approximately three years following the grant date based on the issuer's relative return on tangible common equity for fiscal years 2025-2027 compared to a Compensation Committee approved group of peers. F3 · derivative.expiration_date: Performance restricted stock units granted 02/25/2025. The grant will vest approximately three years following the grant date based on the issuer's relative return on tangible common equity for fiscal years 2025-2027 compared to a Compensation Committee approved group of peers. Read SEC document |
| February 25, 2025 Filed Feb 26, 2025 20:16 UTC | COLUMBIA BANKING SYSTEM, INC. COLB · Entity 707 | GrantPerformance Restricted Stock Unit · Derivative | 18,796 | $26.60 | $499,973.60 |
DisclosureSEC source: 0000887343-25-000059 · wk-form4_1740600962.xml · derivative · entry 2 O'HAVER CORT L · CIK 0001490201 · Director · Executive Chairman 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 102,734 Underlying: Common Stock · 18,796 shares Expires not disclosed F2 · derivative.exercise_price: Performance restricted stock units granted 02/25/2025. The grant will vest approximately three years following the grant date based on the issuer's relative total shareholder return performance for fiscal years 2025-2027 compared to a Compensation Committee approved group of peers. F2 · derivative.exercise_date: Performance restricted stock units granted 02/25/2025. The grant will vest approximately three years following the grant date based on the issuer's relative total shareholder return performance for fiscal years 2025-2027 compared to a Compensation Committee approved group of peers. F2 · derivative.expiration_date: Performance restricted stock units granted 02/25/2025. The grant will vest approximately three years following the grant date based on the issuer's relative total shareholder return performance for fiscal years 2025-2027 compared to a Compensation Committee approved group of peers. Read SEC document |
| February 25, 2025 Filed Feb 26, 2025 20:16 UTC | COLUMBIA BANKING SYSTEM, INC. COLB · Entity 707 | GrantRestricted Stock Unit · Derivative | 56,390 | $26.60 | $1,499,974.00 |
DisclosureSEC source: 0000887343-25-000059 · wk-form4_1740600962.xml · derivative · entry 1 O'HAVER CORT L · CIK 0001490201 · Director · Executive Chairman 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 56,390 Underlying: Common Stock · 56,390 shares Expires not disclosed F1 · derivative.exercise_price: Restricted stock units granted 02/25/2025. The grant will vest 33.33% per year over three years. F1 · derivative.exercise_date: Restricted stock units granted 02/25/2025. The grant will vest 33.33% per year over three years. F1 · derivative.expiration_date: Restricted stock units granted 02/25/2025. The grant will vest 33.33% per year over three years. Read SEC document |
| February 25, 2025 Filed Mar 15, 2025 01:46 UTC Amendment | COLUMBIA BANKING SYSTEM, INC. COLB · Entity 707 | GrantPerformance Restricted Stock Unit · Derivative | 28,195 | $26.60 | $749,987.00 |
DisclosureSEC source: 0000887343-25-000120 · wk-form4a_1742003183.xml · derivative · entry 3 O'HAVER CORT L · CIK 0001490201 · Director · Executive Chairman 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 140,328 Underlying: Common Stock · 28,195 shares Expires not disclosed F4 · derivative.exercise_price: Performance restricted stock units granted 02/25/2025. The grant will vest approximately three years following the grant date based on the issuer's relative return on tangible common equity for fiscal years 2025-2027 compared to a Compensation Committee approved group of peers. F4 · derivative.exercise_date: Performance restricted stock units granted 02/25/2025. The grant will vest approximately three years following the grant date based on the issuer's relative return on tangible common equity for fiscal years 2025-2027 compared to a Compensation Committee approved group of peers. F4 · derivative.expiration_date: Performance restricted stock units granted 02/25/2025. The grant will vest approximately three years following the grant date based on the issuer's relative return on tangible common equity for fiscal years 2025-2027 compared to a Compensation Committee approved group of peers. F2 · derivative.underlying_shares: The Form 4 filed February 26, 2025, inadvertently included incorrect amounts for the number of restricted stock units and performance stock units. This amendment reports the correct amounts. Read SEC document |
| February 25, 2025 Filed Mar 15, 2025 01:46 UTC Amendment | COLUMBIA BANKING SYSTEM, INC. COLB · Entity 707 | GrantPerformance Restricted Stock Unit · Derivative | 28,195 | $26.60 | $749,987.00 |
DisclosureSEC source: 0000887343-25-000120 · wk-form4a_1742003183.xml · derivative · entry 2 O'HAVER CORT L · CIK 0001490201 · Director · Executive Chairman 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 112,133 Underlying: Common Stock · 28,195 shares Expires not disclosed F3 · derivative.exercise_price: Performance restricted stock units granted 02/25/2025. The grant will vest approximately three years following the grant date based on the issuer's relative total shareholder return performance for fiscal years 2025-2027 compared to a Compensation Committee approved group of peers. F3 · derivative.exercise_date: Performance restricted stock units granted 02/25/2025. The grant will vest approximately three years following the grant date based on the issuer's relative total shareholder return performance for fiscal years 2025-2027 compared to a Compensation Committee approved group of peers. F3 · derivative.expiration_date: Performance restricted stock units granted 02/25/2025. The grant will vest approximately three years following the grant date based on the issuer's relative total shareholder return performance for fiscal years 2025-2027 compared to a Compensation Committee approved group of peers. F2 · derivative.underlying_shares: The Form 4 filed February 26, 2025, inadvertently included incorrect amounts for the number of restricted stock units and performance stock units. This amendment reports the correct amounts. Read SEC document |
| February 25, 2025 Filed Mar 15, 2025 01:46 UTC Amendment | COLUMBIA BANKING SYSTEM, INC. COLB · Entity 707 | GrantRestricted Stock Unit · Derivative | 37,593 | $26.60 | $999,973.80 |
DisclosureSEC source: 0000887343-25-000120 · wk-form4a_1742003183.xml · derivative · entry 1 O'HAVER CORT L · CIK 0001490201 · Director · Executive Chairman 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 37,593 Underlying: Common Stock · 37,593 shares Expires not disclosed F1 · derivative.exercise_price: Restricted stock units granted 02/25/2025. The grant will vest 33.33% per year over three years. F1 · derivative.exercise_date: Restricted stock units granted 02/25/2025. The grant will vest 33.33% per year over three years. F1 · derivative.expiration_date: Restricted stock units granted 02/25/2025. The grant will vest 33.33% per year over three years. F2 · derivative.underlying_shares: The Form 4 filed February 26, 2025, inadvertently included incorrect amounts for the number of restricted stock units and performance stock units. This amendment reports the correct amounts. Read SEC document |
| February 14, 2025 Filed Feb 19, 2025 00:40 UTC | COLUMBIA BANKING SYSTEM, INC. COLB · Entity 707 | Tax withholdingCommon Stock | 5,944 | $27.41 | $162,925.04 |
DisclosureSEC source: 0000887343-25-000042 · wk-form4_1739925621.xml · nonDerivative · entry 1 O'HAVER CORT L · CIK 0001490201 · Director · Executive Chairman 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 410,497 F1 · balance_after: Since the date of the reporting person's last ownership report, he transferred 5,335 shares to his ex-wife pursuant to a Stipulated General Judgment of Dissolution of Marriage. Read SEC document |
| April 19, 2024 Filed Apr 23, 2024 16:40 UTC | COLUMBIA BANKING SYSTEM, INC. COLB · Entity 707 | Tax withholdingCommon Stock | 5,170 | $18.31 | $94,662.70 |
DisclosureSEC source: 0000887343-24-000175 · wk-form4_1713890433.xml · nonDerivative · entry 2 O'HAVER CORT L · CIK 0001490201 · Director · Executive Chairman 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 421,776 Read SEC document |
| April 19, 2024 Filed Apr 23, 2024 16:40 UTC | COLUMBIA BANKING SYSTEM, INC. COLB · Entity 707 | Tax withholdingCommon Stock | 21,655 | $18.31 | $396,503.05 |
DisclosureSEC source: 0000887343-24-000175 · wk-form4_1713890433.xml · nonDerivative · entry 1 O'HAVER CORT L · CIK 0001490201 · Director · Executive Chairman 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 426,946 F1 · balance_after: The reporting person's ownership report total was adjusted to reflect exempt transfers pursuant to a Stipulated General Judgment of Dissolution of Marriage. Read SEC document |
| March 08, 2024 Filed Mar 12, 2024 21:53 UTC | COLUMBIA BANKING SYSTEM, INC. COLB · Entity 707 | Tax withholdingCommon Stock | 3,282 | $19.51 | $64,031.82 |
DisclosureSEC source: 0000887343-24-000156 · wk-form4_1710280419.xml · nonDerivative · entry 2 O'HAVER CORT L · CIK 0001490201 · Director · Executive Chairman 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 451,968 Read SEC document |
| March 08, 2024 Filed Mar 12, 2024 21:53 UTC | COLUMBIA BANKING SYSTEM, INC. COLB · Entity 707 | Tax withholdingCommon Stock | 13,314 | $19.51 | $259,756.14 |
DisclosureSEC source: 0000887343-24-000156 · wk-form4_1710280419.xml · nonDerivative · entry 1 O'HAVER CORT L · CIK 0001490201 · Director · Executive Chairman 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 455,250 Read SEC document |
| March 01, 2024 Filed Mar 5, 2024 00:19 UTC | COLUMBIA BANKING SYSTEM, INC. COLB · Entity 707 | GrantPerformance Restricted Stock Unit · Derivative | 41,969 | $17.87 | $749,986.03 |
DisclosureSEC source: 0000887343-24-000122 · wk-form4_1709597979.xml · derivative · entry 3 O'HAVER CORT L · CIK 0001490201 · Director · Executive Chairman 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 83,938 Underlying: Common Stock · 41,969 shares Expires not disclosed F4 · derivative.exercise_price: Performance restricted stock units granted 03/01/2024. The grant will vest approximately three years following the grant date based on the issuer's relative return on tangible common equity for fiscal years 2024-2026 compared to a Compensation Committee approved group of peers. F4 · derivative.exercise_date: Performance restricted stock units granted 03/01/2024. The grant will vest approximately three years following the grant date based on the issuer's relative return on tangible common equity for fiscal years 2024-2026 compared to a Compensation Committee approved group of peers. F4 · derivative.expiration_date: Performance restricted stock units granted 03/01/2024. The grant will vest approximately three years following the grant date based on the issuer's relative return on tangible common equity for fiscal years 2024-2026 compared to a Compensation Committee approved group of peers. Read SEC document |
| March 01, 2024 Filed Mar 5, 2024 00:19 UTC | COLUMBIA BANKING SYSTEM, INC. COLB · Entity 707 | GrantPerformance Restricted Stock Unit · Derivative | 41,969 | $17.87 | $749,986.03 |
DisclosureSEC source: 0000887343-24-000122 · wk-form4_1709597979.xml · derivative · entry 2 O'HAVER CORT L · CIK 0001490201 · Director · Executive Chairman 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 41,969 Underlying: Common Stock · 41,969 shares Expires not disclosed F3 · derivative.exercise_price: Performance restricted stock units granted 03/01/2024. The grant will vest approximately three years following the grant date based on the issuer's relative total shareholder return performance for fiscal years 2024-2026 compared to a Compensation Committee approved group of peers. F3 · derivative.exercise_date: Performance restricted stock units granted 03/01/2024. The grant will vest approximately three years following the grant date based on the issuer's relative total shareholder return performance for fiscal years 2024-2026 compared to a Compensation Committee approved group of peers. F3 · derivative.expiration_date: Performance restricted stock units granted 03/01/2024. The grant will vest approximately three years following the grant date based on the issuer's relative total shareholder return performance for fiscal years 2024-2026 compared to a Compensation Committee approved group of peers. Read SEC document |
| March 01, 2024 Filed Mar 5, 2024 00:19 UTC | COLUMBIA BANKING SYSTEM, INC. COLB · Entity 707 | GrantCommon Stock | 55,959 | $17.87 | $999,987.33 |
DisclosureSEC source: 0000887343-24-000122 · wk-form4_1709597979.xml · nonDerivative · entry 1 O'HAVER CORT L · CIK 0001490201 · Director · Executive Chairman 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 468,564 F1 · shares: Restricted stock units granted 03/01/2024. Beginning on the first anniversary of the grant date, the grant will vest 33.33% per year for three years. F2 · balance_after: The reporting person's ownership report total was adjusted to reflect exempt transfers pursuant to a Stipulated General Judgment of Dissolution of Marriage. Read SEC document |
| February 28, 2024 Filed Mar 1, 2024 22:30 UTC | COLUMBIA BANKING SYSTEM, INC. COLB · Entity 707 | Tax withholdingCommon Stock | 9,465 | $17.76 | $168,098.40 |
DisclosureSEC source: 0000887343-24-000105 · wk-form4_1709332222.xml · nonDerivative · entry 1 O'HAVER CORT L · CIK 0001490201 · Director · Executive Chairman 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 414,488 F1 · balance_after: Amount reported on the reporting person's Form 4 filed on March 6th, 2023 inadvertently reported the acquisition of 27,274 shares in administrator error and have been removed. Read SEC document |
| February 15, 2024 Filed Feb 21, 2024 02:06 UTC | COLUMBIA BANKING SYSTEM, INC. COLB · Entity 707 | Tax withholdingCommon Stock | 5,883 | $19.01 | $111,835.83 |
DisclosureSEC source: 0000887343-24-000082 · wk-form4_1708481198.xml · nonDerivative · entry 1 O'HAVER CORT L · CIK 0001490201 · Director · Executive Chairman 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 451,227 F1 · balance_after: The reporting person's ownership report total was adjusted to reflect exempt transfers pursuant to a Stipulated General Judgment of Dissolution of Marriage. Read SEC document |
| January 01, 2024 Filed Jan 4, 2024 02:58 UTC | COLUMBIA BANKING SYSTEM, INC. COLB · Entity 707 | Tax withholdingCommon Stock | 12,333 | $26.68 | $329,044.44 |
DisclosureSEC source: 0000887343-24-000021 · wk-form4_1704337120.xml · nonDerivative · entry 1 O'HAVER CORT L · CIK 0001490201 · Director · Executive Chairman 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 469,158 F1 · balance_after: Since the date of the reporting person's last ownership report, he transferred 5,335 shares to his ex-wife pursuant to a Stipulated General Judgment of Dissolution of Marriage. Read SEC document |
| April 19, 2023 Filed Apr 21, 2023 17:36 UTC | COLUMBIA BANKING SYSTEM, INC. COLB · Entity 707 | Tax withholdingCommon Stock | 26,825 | $22.26 | $597,124.50 |
DisclosureSEC source: 0000887343-23-000210 · wf-form4_168209860623274.xml · nonDerivative · entry 1 O'HAVER CORT L · CIK 0001490201 · Director · Executive Chairman 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 469,174 F1 · balance_after: Since the date of the reporting person's last ownership report, he transferred 8,545 shares to his ex-wife pursuant to a Stipulated General Judgment of Dissolution of Marriage. Read SEC document |
| March 08, 2023 Filed Mar 10, 2023 16:33 UTC | COLUMBIA BANKING SYSTEM, INC. COLB · Entity 707 | Tax withholdingCommon Stock | 3,351 | $27.36 | $91,683.36 |
DisclosureSEC source: 0000887343-23-000191 · wf-form4_167846601206755.xml · nonDerivative · entry 1 O'HAVER CORT L · CIK 0001490201 · Director · Executive Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 504,544 Read SEC document |
| March 02, 2023 Filed Mar 7, 2023 01:40 UTC | COLUMBIA BANKING SYSTEM, INC. COLB · Entity 707 | Tax withholdingCommon Stock | 3,683 | $29.07 | $107,064.81 |
DisclosureSEC source: 0000887343-23-000169 · wf-form4_167815319296096.xml · nonDerivative · entry 4 O'HAVER CORT L · CIK 0001490201 · Director · Executive Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 507,895 Read SEC document |
| March 02, 2023 Filed Mar 7, 2023 01:40 UTC | COLUMBIA BANKING SYSTEM, INC. COLB · Entity 707 | Tax withholdingCommon Stock | 12,891 | $29.07 | $374,741.37 |
DisclosureSEC source: 0000887343-23-000169 · wf-form4_167815319296096.xml · nonDerivative · entry 3 O'HAVER CORT L · CIK 0001490201 · Director · Executive Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 511,578 Read SEC document |
| March 02, 2023 Filed Mar 7, 2023 01:40 UTC | COLUMBIA BANKING SYSTEM, INC. COLB · Entity 707 | Tax withholdingCommon Stock | 12,942 | $29.07 | $376,223.94 |
DisclosureSEC source: 0000887343-23-000169 · wf-form4_167815319296096.xml · nonDerivative · entry 2 O'HAVER CORT L · CIK 0001490201 · Director · Executive Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 524,469 Read SEC document |
| March 02, 2023 Filed Mar 7, 2023 01:40 UTC | COLUMBIA BANKING SYSTEM, INC. COLB · Entity 707 | GrantCommon Stock | 27,274 | $0.00 | $0.00 |
DisclosureSEC source: 0000887343-23-000169 · wf-form4_167815319296096.xml · nonDerivative · entry 1 O'HAVER CORT L · CIK 0001490201 · Director · Executive Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 537,411 Read SEC document |
| March 01, 2023 Filed Mar 4, 2023 00:50 UTC | COLUMBIA BANKING SYSTEM, INC. COLB · Entity 707 | GrantCommon Stock | 134,084 | $0.00 | $0.00 |
DisclosureSEC source: 0000887343-23-000143 · wf-form4_167789102812143.xml · nonDerivative · entry 1 O'HAVER CORT L · CIK 0001490201 · Director · Executive Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 510,137 Read SEC document |
| February 28, 2023 Filed Mar 2, 2023 11:16 UTC | UMPQUA HOLDINGS CORP UMPQ · Entity 116177 | Disposition to issuerCommon Stock | 685,730 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-23-008127 · form4.xml · nonDerivative · entry 2 O'HAVER CORT L · CIK 0001490201 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F2 · shares: Disposed of with the Issuer's merger with Columbia Banking System. Each share of Issuer stock converted into a right to receive 0.5958 of a share of Columbia stock, with a market value of $17.71 per share of Issuer stock based on the closing price of Columbia stock on the last trading day prior to the merger of $29.73 per share. Each Issuer restricted and performance stock unit award was disposed of in exchange for restricted stock unit awards in respect of Columbia stock equal to the product of the number of shares of Issuer stock subject to the award multiplied by 0.5958. Each Columbia award will be subject to the terms and conditions (excluding performance-based vesting) of the converted Issuer award prior to the merger. The number of shares subject to the performance award was determined based on performance levels deemed satisfied as set forth in the merger agreement. As a result of the merger the reporting person no longer beneficially owns any shares of Issuer stock. Read SEC document |
| February 28, 2023 Filed Mar 2, 2023 11:16 UTC | UMPQUA HOLDINGS CORP UMPQ · Entity 116177 | Tax withholdingCommon Stock | 15,538 | $17.66 | $274,401.08 |
DisclosureSEC source: 0001127602-23-008127 · form4.xml · nonDerivative · entry 1 O'HAVER CORT L · CIK 0001490201 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 685,730 F1 · shares: Payment of a portion of the tax liability by delivering or withholding securities incident to the receipt or vesting of a security issued in accordance with Rule 16b-3. Read SEC document |
| February 21, 2023 Filed Feb 23, 2023 11:55 UTC | UMPQUA HOLDINGS CORP UMPQ · Entity 116177 | GrantCommon Stock | 179,623 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-23-006702 · form4.xml · nonDerivative · entry 4 O'HAVER CORT L · CIK 0001490201 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 827,170 F5 · shares: Stock unit award granted 2/21/23. The award vests following the closing of the proposed merger of the issuer with and into Columbia Banking System, Inc., with 34% vesting upon completion of the merger-related core system conversion and 33% on the first anniversary of such conversion and 33% on the second anniversary of such conversion. F2 · price: Not required. F6 · balance_after: Since the date of the reporting person's last ownership report, he transferred 2,374 shares to his ex-wife pursuant to a Stipulated General Judgment of Dissolution of Marriage; and the ownership total reflects a correction of a one share typographical error (reducing amount owned by one share). Read SEC document |
| February 21, 2023 Filed Feb 23, 2023 11:55 UTC | UMPQUA HOLDINGS CORP UMPQ · Entity 116177 | GrantCommon Stock | 45,851 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-23-006702 · form4.xml · nonDerivative · entry 3 O'HAVER CORT L · CIK 0001490201 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 649,922 F4 · shares: Performance share award granted 2/21/23. The award vests in the first quarter of 2026 based on the issuer's relative return on tangible common equity for fiscal years 2023-2025 compared to a Compensation Committee approved group of peers. F2 · price: Not required. Read SEC document |
| February 21, 2023 Filed Feb 23, 2023 11:55 UTC | UMPQUA HOLDINGS CORP UMPQ · Entity 116177 | GrantCommon Stock | 45,851 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-23-006702 · form4.xml · nonDerivative · entry 2 O'HAVER CORT L · CIK 0001490201 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 604,071 F3 · shares: Performance share award granted 2/21/23. The award vests in the first quarter of 2026 based on the issuer's relative total shareholder return from January 1, 2023 through December 31, 2025 compared to a Compensation Committee approved group of peers. F2 · price: Not required. Read SEC document |
| February 21, 2023 Filed Feb 23, 2023 11:55 UTC | UMPQUA HOLDINGS CORP UMPQ · Entity 116177 | GrantCommon Stock | 61,135 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-23-006702 · form4.xml · nonDerivative · entry 1 O'HAVER CORT L · CIK 0001490201 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 558,220 F1 · shares: Restricted stock unit award granted 2/21/23. The award vests 34% on February 15, 2024, and 33% on February 15, 2025, and 2026. F2 · price: Not required. Read SEC document |
| February 21, 2023 Filed Feb 28, 2023 16:29 UTC Amendment | UMPQUA HOLDINGS CORP UMPQ · Entity 116177 | GrantCommon Stock | 53,721 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-23-007533 · form4a.xml · nonDerivative · entry 1 O'HAVER CORT L · CIK 0001490201 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 701,268 F1 · shares: Revised to reflect actual award amount. Stock unit award granted 2/21/23. The award vests following the closing of the proposed merger with and into Columbia Banking System, Inc., with 34% vesting upon completion of the merger-related core system conversion and 33% on the first anniversary of such conversion and 33% on the second anniversary of such conversion. Read SEC document |
| March 08, 2022 Filed Mar 9, 2022 14:25 UTC | UMPQUA HOLDINGS CORP UMPQ · Entity 116177 | Tax withholdingCommon Stock | 5,634 | $19.80 | $111,553.20 |
DisclosureSEC source: 0001127602-22-008755 · form4.xml · nonDerivative · entry 1 O'HAVER CORT L · CIK 0001490201 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 497,085 F1 · shares: Payment of a portion of the tax liability by delivering or withholding securities incident to the receipt or vesting of a security issued in accordance with Rule 16b-3. Read SEC document |
| March 02, 2022 Filed Mar 3, 2022 13:29 UTC | UMPQUA HOLDINGS CORP UMPQ · Entity 116177 | Tax withholdingCommon Stock | 6,312 | $21.35 | $134,761.20 |
DisclosureSEC source: 0001127602-22-007912 · form4.xml · nonDerivative · entry 2 O'HAVER CORT L · CIK 0001490201 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 502,719 F2 · shares: Payment of a portion of the tax liability by delivering or withholding securities incident to the receipt or vesting of a security issued in accordance with Rule 16b-3. Read SEC document |
| March 02, 2022 Filed Mar 3, 2022 13:29 UTC | UMPQUA HOLDINGS CORP UMPQ · Entity 116177 | SaleCommon Stock | 5,000 | $20.21 | $101,050.00 |
DisclosureSEC source: 0001127602-22-007912 · form4.xml · nonDerivative · entry 1 O'HAVER CORT L · CIK 0001490201 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 509,031 F1 · shares: Shares sold pursuant to 10b5-1 plan to satisfy tax obligations related to vesting of stock awards. Read SEC document |
| February 28, 2022 Filed Mar 2, 2022 14:53 UTC | UMPQUA HOLDINGS CORP UMPQ · Entity 116177 | GrantCommon Stock | 98,360 | $21.35 | $2,099,986.00 |
DisclosureSEC source: 0001127602-22-007622 · form4.xml · nonDerivative · entry 1 O'HAVER CORT L · CIK 0001490201 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 514,031 F1 · shares: Restricted stock unit award granted 2/28/22. Beginning on the first anniversary of the grant date, the award vests 33.33% per year for three years. F2 · balance_after: Since the date of the reporting person's last ownership report, he transferred 17,230 shares to his ex-wife pursuant to a Stipulated General Judgment of Dissolution of Marriage. Read SEC document |
| February 07, 2022 Filed Feb 8, 2022 18:23 UTC | UMPQUA HOLDINGS CORP UMPQ · Entity 116177 | Disposition to issuerCommon Stock | 3,386 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-22-003813 · form4.xml · nonDerivative · entry 4 O'HAVER CORT L · CIK 0001490201 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 432,901 F4 · shares: Shares forfeited under the PSA granted 2/4/19 due to the issuer's TSR performance below target. Read SEC document |
| February 07, 2022 Filed Feb 8, 2022 18:23 UTC | UMPQUA HOLDINGS CORP UMPQ · Entity 116177 | GrantCommon Stock | 4,511 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-22-003813 · form4.xml · nonDerivative · entry 3 O'HAVER CORT L · CIK 0001490201 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 436,287 F3 · shares: Additional shares issued under the PSA granted 2/4/19 due to the issuer's ROATCE performance above target. Read SEC document |
| February 07, 2022 Filed Feb 8, 2022 18:23 UTC | UMPQUA HOLDINGS CORP UMPQ · Entity 116177 | Tax withholdingCommon Stock | 27,899 | $20.83 | $581,136.17 |
DisclosureSEC source: 0001127602-22-003813 · form4.xml · nonDerivative · entry 2 O'HAVER CORT L · CIK 0001490201 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 431,776 F1 · shares: Payment of a portion of the tax liability by delivering or withholding securities incident to the receipt or vesting of a security issued in accordance with Rule 16b-3. Read SEC document |
| February 07, 2022 Filed Feb 8, 2022 18:23 UTC | UMPQUA HOLDINGS CORP UMPQ · Entity 116177 | Tax withholdingCommon Stock | 17,577 | $20.83 | $366,128.91 |
DisclosureSEC source: 0001127602-22-003813 · form4.xml · nonDerivative · entry 1 O'HAVER CORT L · CIK 0001490201 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 459,675 F1 · shares: Payment of a portion of the tax liability by delivering or withholding securities incident to the receipt or vesting of a security issued in accordance with Rule 16b-3. F2 · balance_after: Since the date of the reporting person's last ownership report, he transferred 91,608 shares to his ex-wife pursuant to a Stipulated General Judgment of Dissolution of Marriage. Read SEC document |
| March 08, 2021 Filed Mar 10, 2021 13:05 UTC | UMPQUA HOLDINGS CORP UMPQ · Entity 116177 | GrantCommon Stock | 40,630 | $18.09 | $734,996.70 |
DisclosureSEC source: 0001127602-21-010011 · form4.xml · nonDerivative · entry 3 O'HAVER CORT L · CIK 0001490201 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 568,860 F3 · shares: Performance share award granted 3/8/21. The award vests three years following the grant date based on the issuer's relative total shareholder return performance compared to a Compensation Committee approved group of peers. Read SEC document |
| March 08, 2021 Filed Mar 10, 2021 13:05 UTC | UMPQUA HOLDINGS CORP UMPQ · Entity 116177 | GrantCommon Stock | 40,630 | $18.09 | $734,996.70 |
DisclosureSEC source: 0001127602-21-010011 · form4.xml · nonDerivative · entry 2 O'HAVER CORT L · CIK 0001490201 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 528,230 F2 · shares: Performance share award granted 3/8/21. The award vests approximately three years following the grant date based on the issuer's relative return on average tangible common equity for fiscal years 2021-2023 compared to a Compensation Committee approved group of peers. Read SEC document |
| March 08, 2021 Filed Mar 10, 2021 13:05 UTC | UMPQUA HOLDINGS CORP UMPQ · Entity 116177 | GrantCommon Stock | 34,825 | $18.09 | $629,984.25 |
DisclosureSEC source: 0001127602-21-010011 · form4.xml · nonDerivative · entry 1 O'HAVER CORT L · CIK 0001490201 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 487,600 F1 · shares: Restricted stock award granted 3/8/21. Beginning on the first anniversary of the grant date, the award vests 33.33% per year for three years. Read SEC document |
| March 02, 2021 Filed Mar 3, 2021 14:40 UTC | UMPQUA HOLDINGS CORP UMPQ · Entity 116177 | Tax withholdingCommon Stock | 6,182 | $17.59 | $108,741.38 |
DisclosureSEC source: 0001127602-21-009059 · form4.xml · nonDerivative · entry 1 O'HAVER CORT L · CIK 0001490201 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 452,775 F1 · shares: Payment of a portion of the tax liability by delivering or withholding securities incident to the receipt or vesting of a security issued in accordance with Rule 16b-3. Read SEC document |
| February 03, 2021 Filed Feb 4, 2021 17:00 UTC | UMPQUA HOLDINGS CORP UMPQ · Entity 116177 | Tax withholdingCommon Stock | 23,365 | $15.24 | $356,082.60 |
DisclosureSEC source: 0001127602-21-003985 · form4.xml · nonDerivative · entry 1 O'HAVER CORT L · CIK 0001490201 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 458,957 F1 · shares: Payment of a portion of the tax liability by delivering or withholding securities incident to the receipt or vesting of a security issued in accordance with Rule 16b-3. Read SEC document |
| February 02, 2021 Filed Feb 3, 2021 14:50 UTC | UMPQUA HOLDINGS CORP UMPQ · Entity 116177 | Disposition to issuerCommon Stock | 10,072 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-21-003641 · form4.xml · nonDerivative · entry 2 O'HAVER CORT L · CIK 0001490201 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 482,322 F2 · shares: Net shares forfeited under the PSA granted 2/2/18 (in accordance with Rule 16b-3(e)) due to the issuer's TSR performance not being met at target. Read SEC document |
| February 01, 2021 Filed Feb 3, 2021 14:50 UTC | UMPQUA HOLDINGS CORP UMPQ · Entity 116177 | SaleCommon Stock | 5,750 | $14.69 | $84,467.50 |
DisclosureSEC source: 0001127602-21-003641 · form4.xml · nonDerivative · entry 1 O'HAVER CORT L · CIK 0001490201 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 492,394 F1 · shares: Shares sold pursuant to 10b5-1 plan to satisfy tax obligations upon vesting of stock awards. Read SEC document |
| March 02, 2020 Filed Mar 4, 2020 15:20 UTC | UMPQUA HOLDINGS CORP UMPQ · Entity 116177 | GrantCommon Stock | 45,595 | $16.12 | $734,991.40 |
DisclosureSEC source: 0001127602-20-009344 · form4.xml · nonDerivative · entry 3 O'HAVER CORT L · CIK 0001490201 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 496,933 F3 · shares: Performance share award granted 3/2/20. The award vests approximately three years following the grant date based on the issuer's return on average tangible common equity for fiscal years 2020-2022 compared to a Compensation Committee approved group of peers. Read SEC document |
| March 02, 2020 Filed Mar 4, 2020 15:20 UTC | UMPQUA HOLDINGS CORP UMPQ · Entity 116177 | GrantCommon Stock | 45,595 | $16.12 | $734,991.40 |
DisclosureSEC source: 0001127602-20-009344 · form4.xml · nonDerivative · entry 2 O'HAVER CORT L · CIK 0001490201 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 451,338 F2 · shares: Performance share award granted 3/2/20. The award vests three years following the grant date based on the issuer's total shareholder return performance compared to a regional bank stock index. 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.