Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.
| Issuer | Shares | Source | Last tx | Detail |
|---|---|---|---|---|
| UMPQUA HOLDINGS CORP | 59,378 | reported | 21 Apr 2014 | tx 36+129,900−101,022 |
| P B FINANCIAL SERVICES CORP | 30,795 | reported | 15 Dec 2005 | tx 3+6,950 |
| HEARTLAND FINANCIAL USA INC | 4,012 | reported | 05 Apr 2018 | tx 15+6,660−4,805 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 05 Apr 2018 | SALE | HEARTLAND FINANCIAL USA INC | 2,026 | 53.05 USD | |
| 20 Jan 2018 | EXERCISE | HEARTLAND FINANCIAL USA INC | 333 | 55.50 USD | |
| 19 Jan 2018 | EXERCISE | HEARTLAND FINANCIAL USA INC | 294 | 55.50 USD | |
| 19 Jan 2018 | EXERCISE | HEARTLAND FINANCIAL USA INC | 200 | 55.50 USD | |
| 19 Jan 2018 | TAX_WITHHOLDING | HEARTLAND FINANCIAL USA INC | 458 | 55.50 USD | deriv |
| 19 Jan 2018 | TAX_WITHHOLDING | HEARTLAND FINANCIAL USA INC | 312 | 55.50 USD | deriv |
| 20 Jan 2018 | TAX_WITHHOLDING | HEARTLAND FINANCIAL USA INC | 500 | 55.50 USD | deriv |
| 18 Jan 2018 | GRANT_AWARD | HEARTLAND FINANCIAL USA INC | 524 | 47.70 USD | |
| 18 Jan 2018 | EXERCISE | HEARTLAND FINANCIAL USA INC | 675 | 54.85 USD | |
| 18 Jan 2018 | TAX_WITHHOLDING | HEARTLAND FINANCIAL USA INC | 1,050 | 54.85 USD | deriv |
| 19 Jan 2017 | EXERCISE | HEARTLAND FINANCIAL USA INC | 281 | 46.25 USD | |
| 19 Jan 2017 | TAX_WITHHOLDING | HEARTLAND FINANCIAL USA INC | 459 | 0.00 USD | deriv |
| 30 Dec 2016 | GRANT_AWARD | HEARTLAND FINANCIAL USA INC | 789 | 31.68 USD | |
| 08 Mar 2016 | GRANT_AWARD | HEARTLAND FINANCIAL USA INC | 2,188 | 0.00 USD | |
| 19 Jan 2016 | GRANT_AWARD | HEARTLAND FINANCIAL USA INC | 1,376 | 0.00 USD | |
| 21 Apr 2014 | OTHER | UMPQUA HOLDINGS CORP | 0 | — | |
| 05 Mar 2014 | TAX_WITHHOLDING | UMPQUA HOLDINGS CORP | 469 | 18.40 USD | |
| 05 Mar 2014 | EXERCISE | UMPQUA HOLDINGS CORP | 4,000 | 12.46 USD | |
| 05 Mar 2014 | TAX_WITHHOLDING | UMPQUA HOLDINGS CORP | 7,273 | 18.40 USD | |
| 05 Mar 2014 | TAX_WITHHOLDING | UMPQUA HOLDINGS CORP | 1,790 | 18.40 USD | |
| 05 Mar 2014 | TAX_WITHHOLDING | UMPQUA HOLDINGS CORP | 2,708 | 18.40 USD | |
| 05 Mar 2014 | EXERCISE | UMPQUA HOLDINGS CORP | 12,200 | 10.97 USD | |
| 05 Mar 2014 | EXERCISE | UMPQUA HOLDINGS CORP | 12,200 | 18.40 USD | deriv |
| 05 Mar 2014 | EXERCISE | UMPQUA HOLDINGS CORP | 4,000 | 18.40 USD | deriv |
| 05 Feb 2014 | TAX_WITHHOLDING | UMPQUA HOLDINGS CORP | 727 | 16.75 USD |
1 purchase reported after at least 12 months of silence — most recent on 15 Dec 2005.