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| SEC Filing | Company/Stock | Trade Date | Transaction | Shares | Avg. Price | Total | % Holdings | Gain/Loss |
|---|---|---|---|---|---|---|---|---|
| 14-May-24 5:40 PM View:  | Columbia Banking System Inc. (COLB) | 10-May-24 | Grant | 4,183 | -- | -- | 23% 18.44K to 22.62K | |
| 01-Feb-24 7:01 PM View: | Columbia Banking System Inc. (COLB) | 31-Jan-24 | Private Purchase | 4,889 | $20.58 | $100,638.00 | 9% 55.95K to 60.84K | |
| 02-Feb-24 6:22 PM View: | Uphealth, Inc. (UPHL) | 31-Jan-24 | Grant | 100,000 | -- | -- | 83% 121.21K to 221.21K | |
| 14-Feb-24 10:00 PM View: | Columbia Banking System Inc. (COLB) | 11-Sep-23 | Acquisition (small) | 247 | $20.46 | $5,053.62 | < 1% 61.04K to 61.29K | |
| 14-Feb-24 10:00 PM View: | Columbia Banking System Inc. (COLB) | 15-Jun-23 | Acquisition (small) | 206 | $22.99 | $4,736.02 | < 1% 60.84K to 61.04K | |
| 19-May-23 6:59 PM View: | Columbia Banking System Inc. (COLB) | 18-May-23 | Grant | 4,028 | -- | -- | 8% 51.92K to 55.95K | |
| 03-Mar-23 6:23 PM View: | Columbia Banking System Inc. (COLB) | 02-Mar-23 | Grant | 648 | -- | -- | 1% 51.27K to 51.92K | |
| 02-Mar-23 5:48 PM View: | Umpqua Holdings Corp. (UMPQ) | 28-Feb-23 | Disposition | 175 | -- | -- | (< 1%) 86.06K to 85.88K | |
| 02-Mar-23 5:48 PM View: | Umpqua Holdings Corp. (UMPQ) | 28-Feb-23 | Disposition | 85,880 | -- | -- | (100%) 85.88K to 0 | |
| 19-Dec-22 8:31 PM View: | Uphealth, Inc. (UPHL) | 16-Dec-22 | Grant | 60,606 | -- | -- | 100% 0 to 60.61K | |
| 02-May-22 6:42 PM View: | Umpqua Holdings Corp. (UMPQ) | 28-Apr-22 | Private Purchase | 7,600 | $17.29 | $131,376.00 | 10% 78.45K to 86.06K | |
| 22-Apr-21 12:18 PM View: | Umpqua Holdings Corp. (UMPQ) | 20-Apr-21 | Grant | 6,330 | $17.47 | $110,585.00 | 9% 72.13K to 78.45K | 2% |
| 22-Apr-20 6:00 PM View: | Umpqua Holdings Corp. (UMPQ) | 22-Apr-20 | Grant | 10,513 | $10.52 | $110,597.00 | 17% 61.44K to 71.95K | 39% |
| 10-Feb-20 10:00 PM View: | Umpqua Holdings Corp. (UMPQ) | 31-Dec-19 | Acquisition (other) | 878 | -- | -- | 1% 60.0K to 60.88K | |
| 10-Feb-20 10:00 PM View: | Umpqua Holdings Corp. (UMPQ) | 31-Dec-19 | Acquisition (other) | 562 | -- | -- | < 1% 60.88K to 61.44K | |
| 14-Nov-19 5:24 PM View: | Umpqua Holdings Corp. (UMPQ) | 12-Nov-19 | Grant Duplicate | 1,315 | $16.74 | $22,013.10 | 2% 58.68K to 60.0K | (15%) |
| 13-Aug-19 2:02 PM View: | Umpqua Holdings Corp. (UMPQ) | 10-Aug-19 | Grant Duplicate | 1,344 | $16.38 | $22,014.70 | 2% 57.34K to 58.68K | (14%) |
| 24-Jul-19 1:15 PM View: | Umpqua Holdings Corp. (UMPQ) | 23-Jul-19 | Market Sale | 10,000 | $16.77 | $167,700.00 | (15%) 67.34K to 57.34K | 16% |
| 13-May-19 5:26 PM View: | Umpqua Holdings Corp. (UMPQ) | 10-May-19 | Grant Duplicate | 1,286 | $17.12 | $22,016.30 | 2% 66.05K to 67.34K | (19%) |
| 22-Apr-19 5:21 PM View: | Umpqua Holdings Corp. (UMPQ) | 18-Apr-19 | Grant | 3,509 | -- | -- | 6% 62.54K to 66.05K | |
| 22-Apr-21 12:18 PM View: | Umpqua Holdings Corp. (UMPQ) | 22-Mar-19 | Market Purchase | 175 | $16.18 | $2,832.38 | < 1% 71.95K to 72.13K | 4% |
| 13-Feb-19 5:43 PM View: | Umpqua Holdings Corp. (UMPQ) | 11-Feb-19 | Grant Duplicate | 1,243 | $17.70 | $22,001.10 | 2% 60.96K to 62.21K | (21%) |
| 13-Feb-19 5:43 PM View: | Umpqua Holdings Corp. (UMPQ) | 11-Feb-19 | Acquisition (other) | 1,595 | -- | -- | 3% 62.21K to 63.8K | |
| 15-Nov-18 1:23 PM View: | Umpqua Holdings Corp. (UMPQ) | 13-Nov-18 | Grant Duplicate | 1,016 | -- | -- | 2% 59.95K to 60.96K | |
| 13-Aug-18 1:42 PM View: | Umpqua Holdings Corp. (UMPQ) | 10-Aug-18 | Grant Duplicate | 939 | -- | -- | 2% 59.01K to 59.95K | |
| 11-May-18 1:21 PM View: | Umpqua Holdings Corp. (UMPQ) | 10-May-18 | Grant Duplicate | 835 | -- | -- | 1% 58.17K to 59.01K | |
| 20-Apr-18 12:50 PM View: | Umpqua Holdings Corp. (UMPQ) | 19-Apr-18 | Grant | 2,601 | -- | -- | 5% 55.57K to 58.17K | |
| 13-Feb-18 1:14 PM View: | Umpqua Holdings Corp. (UMPQ) | 12-Feb-18 | Grant Duplicate | 934 | -- | -- | 2% 53.14K to 54.07K | |
| 13-Feb-18 1:14 PM View: | Umpqua Holdings Corp. (UMPQ) | 12-Feb-18 | Acquisition (other) | 172 | -- | -- | < 1% 54.07K to 54.24K | |
| 13-Feb-18 1:14 PM View: | Umpqua Holdings Corp. (UMPQ) | 12-Feb-18 | Acquisition (other) | 1,329 | -- | -- | 2% 54.24K to 55.57K | |
| 13-Nov-17 5:43 PM View: | Umpqua Holdings Corp. (UMPQ) | 10-Nov-17 | Grant Duplicate | 997 | -- | -- | 2% 52.14K to 53.14K | |
| 14-Aug-17 1:57 PM View: | Umpqua Holdings Corp. (UMPQ) | 10-Aug-17 | Grant Duplicate | 1,147 | -- | -- | 2% 50.99K to 52.14K | |
| 11-May-17 1:48 PM View: | Umpqua Holdings Corp. (UMPQ) | 10-May-17 | Grant Duplicate | 1,109 | -- | -- | 2% 49.88K to 50.99K | |
| 21-Apr-17 3:34 PM View: | Umpqua Holdings Corp. (UMPQ) | 20-Apr-17 | Grant | 2,275 | -- | -- | 5% 47.61K to 49.88K | |
| 13-Feb-17 2:15 PM View: | Umpqua Holdings Corp. (UMPQ) | 10-Feb-17 | Grant Duplicate | 1,067 | -- | -- | 2% 43.95K to 45.02K | |
| 13-Feb-17 2:15 PM View: | Umpqua Holdings Corp. (UMPQ) | 10-Feb-17 | Acquisition (other) | 282 | -- | -- | < 1% 45.02K to 45.3K | |
| 13-Feb-17 2:15 PM View: | Umpqua Holdings Corp. (UMPQ) | 10-Feb-17 | Acquisition (other) | 2,308 | -- | -- | 5% 45.3K to 47.61K | |
| 14-Nov-16 2:39 PM View: | Umpqua Holdings Corp. (UMPQ) | 10-Nov-16 | Grant Duplicate | 1,185 | -- | -- | 3% 42.77K to 43.95K | |
| 11-Aug-16 12:19 PM View: | Umpqua Holdings Corp. (UMPQ) | 10-Aug-16 | Grant Duplicate | 1,270 | -- | -- | 3% 41.5K to 42.77K | |
| 11-May-16 6:22 PM View: | Umpqua Holdings Corp. (UMPQ) | 10-May-16 | Grant Duplicate | 1,122 | -- | -- | 3% 40.38K to 41.5K | |
| 25-Apr-16 2:25 PM View: | Umpqua Holdings Corp. (UMPQ) | 21-Apr-16 | Grant | 2,519 | -- | -- | 7% 37.86K to 40.38K | |
| 11-Feb-16 2:02 PM View: | Umpqua Holdings Corp. (UMPQ) | 10-Feb-16 | Grant Duplicate | 1,368 | -- | -- | 4% 36.16K to 37.52K | |
| 11-Feb-16 2:02 PM View: | Umpqua Holdings Corp. (UMPQ) | 10-Feb-16 | Acquisition (other) | 161 | -- | -- | < 1% 37.52K to 37.69K | |
| 11-Feb-16 2:02 PM View: | Umpqua Holdings Corp. (UMPQ) | 10-Feb-16 | Acquisition (other) | 171 | -- | -- | < 1% 37.69K to 37.86K | |
| 12-Nov-15 5:32 PM View: | Umpqua Holdings Corp. (UMPQ) | 10-Nov-15 | Grant Duplicate | 1,129 | -- | -- | 3% 35.03K to 36.16K | |
| 12-Aug-15 1:28 PM View: | Umpqua Holdings Corp. (UMPQ) | 10-Aug-15 | Grant Duplicate | 1,126 | -- | -- | 3% 33.9K to 35.03K | |
| 12-May-15 6:13 PM View: | Umpqua Holdings Corp. (UMPQ) | 11-May-15 | Grant | 1,169 | -- | -- | 4% 32.73K to 33.9K | |
| 20-Apr-15 11:48 AM View: | Umpqua Holdings Corp. (UMPQ) | 16-Apr-15 | Grant | 2,264 | -- | -- | 7% 30.47K to 32.73K | |
| 12-Feb-15 3:22 PM View: | Umpqua Holdings Corp. (UMPQ) | 10-Feb-15 | Grant Duplicate | 1,210 | -- | -- | 4% 29.26K to 30.47K | |
| 12-Feb-15 3:22 PM View: | Umpqua Holdings Corp. (UMPQ) | 31-Dec-14 | Acquisition (other) | 1,313 | -- | -- | 5% 24.2K to 25.51K |