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| SEC Filing | Company/Stock | Trade Date | Transaction | Shares | Avg. Price | Total | % Holdings | Gain/Loss |
|---|---|---|---|---|---|---|---|---|
| 03-Jun-24 4:24 PM View:  | Upstart Holdings, Inc. (UPST) | 30-May-24 | Grant | 8,278 | -- | -- | 45% 18.36K to 26.64K | |
| 14-May-24 6:10 PM View: | Columbia Banking System Inc. (COLB) | 10-May-24 | Grant | 4,183 | -- | -- | 10% 44.0K to 48.18K | |
| 22-Feb-24 5:44 PM View: | Asbury Automotive Group, Inc. (ABG) | 20-Feb-24 | Grant | 968 | -- | -- | 76% 1.28K to 2.24K | |
| 12-Jan-24 4:53 PM View: | Upstart Holdings, Inc. (UPST) | 10-Jan-24 | Grant | 1,465 | -- | -- | 9% 16.9K to 18.36K | |
| 30-May-23 4:34 PM View: | Upstart Holdings, Inc. (UPST) | 25-May-23 | Grant | 9,669 | -- | -- | 134% 7.23K to 16.9K | |
| 19-May-23 7:03 PM View: | Columbia Banking System Inc. (COLB) | 18-May-23 | Grant | 4,028 | -- | -- | 10% 39.97K to 44.0K | |
| 03-Mar-23 6:22 PM View: | Columbia Banking System Inc. (COLB) | 02-Mar-23 | Grant | 648 | -- | -- | 2% 39.32K to 39.97K | |
| 01-Mar-23 7:08 PM View: | Umpqua Holdings Corp. (UMPQ) | 28-Feb-23 | Disposition | 66,003 | -- | -- | (100%) 66.0K to 0 | |
| 12-Jan-23 6:13 PM View: | Upstart Holdings, Inc. (UPST) | 10-Jan-23 | Grant | 3,530 | -- | -- | 95% 3.7K to 7.23K | |
| 20-May-22 5:39 PM View: | Upstart Holdings, Inc. (UPST) | 18-May-22 | Grant | 2,209 | -- | -- | 148% 1.49K to 3.7K | |
| 23-Feb-22 11:29 AM View: | Asbury Automotive Group, Inc. (ABG) | 22-Feb-22 | Grant | 609 | -- | -- | 100% 0 to 0.61K | |
| 15-Feb-23 4:33 PM View: | Asbury Automotive Group, Inc. (ABG) | 14-Feb-22 | Grant | 667 | -- | -- | 110% 0.61K to 1.28K | |
| 15-Nov-21 5:58 PM View: | Upstart Holdings, Inc. (UPST) | 11-Nov-21 | Option Exercise | 60,000 | $3.80 | $228,000.00 | 4024% 1.49K to 61.49K | |
| 15-Nov-21 5:58 PM View: | Upstart Holdings, Inc. (UPST) | 11-Nov-21 | Market Option Sale (Planned) | 60,000 | $251.15 | $15,069,200.00 | (98%) 61.49K to 1.49K | |
| 01-Jun-21 4:35 PM View: | Upstart Holdings, Inc. (UPST) | 27-May-21 | Grant | 1,491 | -- | -- | 100% 0 to 1.49K | |
| 22-Apr-21 12:30 PM View: | Umpqua Holdings Corp. (UMPQ) | 20-Apr-21 | Grant | 6,551 | $17.47 | $114,446.00 | 11% 59.45K to 66.0K | 2% |
| 22-Apr-20 6:06 PM View: | Umpqua Holdings Corp. (UMPQ) | 22-Apr-20 | Grant | 10,879 | $10.52 | $114,447.00 | 22% 48.57K to 59.45K | 39% |
| 14-Nov-19 5:30 PM View: | Umpqua Holdings Corp. (UMPQ) | 12-Nov-19 | Grant | 978 | $16.74 | $16,371.70 | 2% 47.59K to 48.57K | (15%) |
| 13-Aug-19 3:16 PM View: | Umpqua Holdings Corp. (UMPQ) | 10-Aug-19 | Grant | 999 | $16.38 | $16,363.60 | 2% 46.6K to 47.59K | (14%) |
| 13-May-19 5:31 PM View: | Umpqua Holdings Corp. (UMPQ) | 10-May-19 | Grant | 956 | $17.12 | $16,366.70 | 2% 45.64K to 46.6K | (19%) |
| 22-Apr-19 5:27 PM View: | Umpqua Holdings Corp. (UMPQ) | 18-Apr-19 | Grant | 3,509 | -- | -- | 8% 42.13K to 45.64K | |
| 13-Feb-19 4:40 PM View: | Umpqua Holdings Corp. (UMPQ) | 11-Feb-19 | Grant | 871 | $17.70 | $15,416.70 | 2% 41.26K to 42.13K | (21%) |
| 15-Nov-18 1:24 PM View: | Umpqua Holdings Corp. (UMPQ) | 13-Nov-18 | Grant | 711 | -- | -- | 2% 40.55K to 41.26K | |
| 13-Aug-18 1:43 PM View: | Umpqua Holdings Corp. (UMPQ) | 10-Aug-18 | Grant | 658 | -- | -- | 2% 39.89K to 40.55K | |
| 11-May-18 1:22 PM View: | Umpqua Holdings Corp. (UMPQ) | 10-May-18 | Grant | 585 | -- | -- | 1% 39.31K to 39.89K | |
| 20-Apr-18 12:51 PM View: | Umpqua Holdings Corp. (UMPQ) | 19-Apr-18 | Grant | 2,601 | -- | -- | 7% 36.7K to 39.31K | |
| 13-Feb-18 1:15 PM View: | Umpqua Holdings Corp. (UMPQ) | 12-Feb-18 | Grant | 654 | -- | -- | 2% 36.05K to 36.7K | |
| 13-Nov-17 5:45 PM View: | Umpqua Holdings Corp. (UMPQ) | 10-Nov-17 | Grant | 698 | -- | -- | 2% 35.35K to 36.05K | |
| 14-Aug-17 1:59 PM View: | Umpqua Holdings Corp. (UMPQ) | 10-Aug-17 | Grant | 803 | -- | -- | 2% 34.55K to 35.35K | |
| 11-May-17 1:49 PM View: | Umpqua Holdings Corp. (UMPQ) | 10-May-17 | Grant | 777 | -- | -- | 2% 33.77K to 34.55K | |
| 21-Apr-17 3:35 PM View: | Umpqua Holdings Corp. (UMPQ) | 20-Apr-17 | Grant | 2,275 | -- | -- | 7% 31.5K to 33.77K | |
| 13-Feb-17 2:17 PM View: | Umpqua Holdings Corp. (UMPQ) | 10-Feb-17 | Grant | 747 | -- | -- | 2% 30.75K to 31.5K | |
| 14-Nov-16 2:41 PM View: | Umpqua Holdings Corp. (UMPQ) | 10-Nov-16 | Grant | 830 | -- | -- | 3% 29.92K to 30.75K | |
| 11-Aug-16 12:20 PM View: | Umpqua Holdings Corp. (UMPQ) | 10-Aug-16 | Grant | 889 | -- | -- | 3% 29.03K to 29.92K | |
| 11-May-16 6:23 PM View: | Umpqua Holdings Corp. (UMPQ) | 10-May-16 | Grant | 726 | -- | -- | 3% 28.31K to 29.03K | |
| 25-Apr-16 2:27 PM View: | Umpqua Holdings Corp. (UMPQ) | 21-Apr-16 | Grant | 2,519 | -- | -- | 10% 25.79K to 28.31K | |
| 11-Feb-16 2:04 PM View: | Umpqua Holdings Corp. (UMPQ) | 10-Feb-16 | Grant | 957 | -- | -- | 4% 24.73K to 25.69K | |
| 11-Feb-16 2:04 PM View: | Umpqua Holdings Corp. (UMPQ) | 10-Feb-16 | Acquisition (other) | 96 | -- | -- | < 1% 25.69K to 25.79K | |
| 12-Nov-15 5:34 PM View: | Umpqua Holdings Corp. (UMPQ) | 10-Nov-15 | Grant | 790 | -- | -- | 3% 23.94K to 24.73K | |
| 12-Aug-15 12:43 PM View: | Umpqua Holdings Corp. (UMPQ) | 10-Aug-15 | Grant | 788 | -- | -- | 3% 23.16K to 23.94K | |
| 12-May-15 6:15 PM View: | Umpqua Holdings Corp. (UMPQ) | 11-May-15 | Grant | 819 | -- | -- | 4% 22.34K to 23.16K | |
| 20-Apr-15 11:50 AM View: | Umpqua Holdings Corp. (UMPQ) | 16-Apr-15 | Grant | 2,264 | -- | -- | 11% 20.07K to 22.34K | |
| 12-Feb-15 3:24 PM View: | Umpqua Holdings Corp. (UMPQ) | 10-Feb-15 | Grant | 847 | -- | -- | 4% 19.23K to 20.07K | |
| 12-Feb-15 3:24 PM View: | Umpqua Holdings Corp. (UMPQ) | 31-Dec-14 | Acquisition (other) | 2,202 | -- | -- | 13% 17.02K to 19.23K | |
| 25-Apr-14 4:48 PM View: | Umpqua Holdings Corp. (UMPQ) | 24-Apr-14 | Grant | 2,000 | -- | -- | 14% 14.22K to 16.22K | |
| 25-Apr-14 4:48 PM View: | Umpqua Holdings Corp. (UMPQ) | 24-Apr-14 | Acquisition (other) | 808 | -- | -- | 5% 16.22K to 17.02K | |
| 07-Feb-14 2:50 PM View: | Umpqua Holdings Corp. (UMPQ) | 31-Dec-13 | Acquisition (other) | 2,072 | -- | -- | 17% 12.14K to 14.22K | |
| 19-Apr-13 3:48 PM View: | Umpqua Holdings Corp. (UMPQ) | 18-Apr-13 | Grant | 1,269 | -- | -- | 13% 9.59K to 10.85K | |
| 19-Apr-13 3:48 PM View: | Umpqua Holdings Corp. (UMPQ) | 18-Apr-13 | Acquisition (other) | 1,290 | -- | -- | 12% 10.85K to 12.14K | |
| 06-Feb-13 4:42 PM View: | Umpqua Holdings Corp. (UMPQ) | 31-Dec-12 | Acquisition (other) | 3,580 | -- | -- | 60% 6.0K to 9.59K |