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| SEC Filing | Company/Stock | Trade Date | Transaction | Shares | Avg. Price | Total | % Holdings | Gain/Loss |
|---|---|---|---|---|---|---|---|---|
| 03-Jul-23 9:35 PM View:  | Hawaiian Electric Industrie... (HE) | 30-Jun-23 | Grant | 3,314 | -- | -- | 7% 48.81K to 52.13K | |
| 19-May-23 7:00 PM View: | Columbia Banking System Inc. (COLB) | 18-May-23 | Grant | 4,028 | -- | -- | 6% 67.21K to 71.24K | |
| 03-Mar-23 6:26 PM View: | Columbia Banking System Inc. (COLB) | 02-Mar-23 | Grant | 648 | -- | -- | < 1% 66.56K to 67.21K | |
| 01-Mar-23 7:17 PM View: | Umpqua Holdings Corp. (UMPQ) | 28-Feb-23 | Disposition | 111,722 | -- | -- | (100%) 111.72K to 0 | |
| 05-Jul-22 5:18 PM View: | Hawaiian Electric Industrie... (HE) | 30-Jun-22 | Grant | 2,933 | -- | -- | 6% 45.88K to 48.81K | |
| 18-Aug-21 5:42 PM View: | Hawaiian Electric Industrie... (HE) | 16-Aug-21 | Gift | 2,365 | -- | -- | 5% 43.52K to 45.88K | |
| 01-Jul-21 7:10 PM View: | Hawaiian Electric Industrie... (HE) | 30-Jun-21 | Grant | 2,365 | -- | -- | 5% 43.52K to 45.88K | |
| 22-Apr-21 12:05 PM View: | Umpqua Holdings Corp. (UMPQ) | 20-Apr-21 | Grant | 8,314 | $17.47 | $145,246.00 | 8% 103.41K to 111.72K | 2% |
| 02-Jul-20 5:39 PM View: | Hawaiian Electric Industrie... (HE) | 30-Jun-20 | Grant | 2,773 | -- | -- | 7% 39.99K to 42.76K | |
| 22-Apr-20 5:54 PM View: | Umpqua Holdings Corp. (UMPQ) | 22-Apr-20 | Grant | 13,807 | $10.52 | $145,250.00 | 15% 89.6K to 103.41K | 39% |
| 14-Nov-19 5:17 PM View: | Umpqua Holdings Corp. (UMPQ) | 12-Nov-19 | Grant | 1,438 | $16.74 | $24,072.10 | 2% 88.16K to 89.6K | (15%) |
| 13-Aug-19 12:12 PM View: | Umpqua Holdings Corp. (UMPQ) | 10-Aug-19 | Grant | 1,470 | $16.38 | $24,078.60 | 2% 86.69K to 88.16K | (14%) |
| 01-Jul-19 4:55 PM View: | Hawaiian Electric Industrie... (HE) | 28-Jun-19 | Grant | 2,296 | -- | -- | 6% 36.8K to 39.09K | |
| 01-Jul-19 4:55 PM View: | Hawaiian Electric Industrie... (HE) | 28-Jun-19 | Gift Duplicate | 2,296 | -- | -- | 6% 39.09K to 41.39K | |
| 01-Jul-19 4:55 PM View: | Hawaiian Electric Industrie... (HE) | 28-Jun-19 | Gift | 2,296 | -- | -- | (6%) 41.39K to 39.09K | |
| 13-May-19 5:21 PM View: | Umpqua Holdings Corp. (UMPQ) | 10-May-19 | Grant | 1,406 | $17.12 | $24,070.70 | 2% 85.29K to 86.69K | (19%) |
| 22-Apr-19 5:16 PM View: | Umpqua Holdings Corp. (UMPQ) | 18-Apr-19 | Grant | 3,509 | -- | -- | 4% 81.78K to 85.29K | |
| 13-Feb-19 4:32 PM View: | Umpqua Holdings Corp. (UMPQ) | 11-Feb-19 | Grant | 1,360 | $17.70 | $24,072.00 | 2% 80.42K to 81.78K | (21%) |
| 15-Nov-18 1:22 PM View: | Umpqua Holdings Corp. (UMPQ) | 13-Nov-18 | Grant | 1,111 | -- | -- | 1% 79.31K to 80.42K | |
| 13-Aug-18 1:41 PM View: | Umpqua Holdings Corp. (UMPQ) | 10-Aug-18 | Grant | 1,027 | -- | -- | 1% 78.28K to 79.31K | |
| 03-Jul-18 3:46 PM View: | Hawaiian Electric Industrie... (HE) | 29-Jun-18 | Grant | 2,915 | -- | -- | 9% 32.73K to 35.64K | |
| 03-Jul-18 3:46 PM View: | Hawaiian Electric Industrie... (HE) | 29-Jun-18 | Gift Duplicate | 2,915 | -- | -- | 8% 35.64K to 38.55K | |
| 03-Jul-18 3:46 PM View: | Hawaiian Electric Industrie... (HE) | 29-Jun-18 | Gift | 2,915 | -- | -- | (8%) 38.55K to 35.64K | |
| 11-May-18 1:20 PM View: | Umpqua Holdings Corp. (UMPQ) | 10-May-18 | Grant | 913 | -- | -- | 1% 77.37K to 78.28K | |
| 20-Apr-18 12:49 PM View: | Umpqua Holdings Corp. (UMPQ) | 19-Apr-18 | Grant | 2,601 | -- | -- | 3% 74.77K to 77.37K | |
| 13-Feb-18 1:13 PM View: | Umpqua Holdings Corp. (UMPQ) | 12-Feb-18 | Grant | 1,021 | -- | -- | 1% 73.75K to 74.77K | |
| 13-Nov-17 5:41 PM View: | Umpqua Holdings Corp. (UMPQ) | 10-Nov-17 | Grant | 1,090 | -- | -- | 2% 72.66K to 73.75K | |
| 14-Aug-17 1:55 PM View: | Umpqua Holdings Corp. (UMPQ) | 10-Aug-17 | Grant | 1,254 | -- | -- | 2% 71.4K to 72.66K | |
| 05-Jul-17 7:42 PM View: | Hawaiian Electric Industrie... (HE) | 30-Jun-17 | Grant | 3,088 | -- | -- | 11% 28.49K to 31.58K | |
| 05-Jul-17 7:42 PM View: | Hawaiian Electric Industrie... (HE) | 30-Jun-17 | Gift Duplicate | 3,088 | -- | -- | 10% 31.58K to 34.67K | |
| 05-Jul-17 7:42 PM View: | Hawaiian Electric Industrie... (HE) | 30-Jun-17 | Gift | 3,088 | -- | -- | (9%) 34.67K to 31.58K | |
| 11-May-17 1:47 PM View: | Umpqua Holdings Corp. (UMPQ) | 10-May-17 | Grant | 1,213 | -- | -- | 2% 70.19K to 71.4K | |
| 21-Apr-17 6:25 PM View: | Umpqua Holdings Corp. (UMPQ) | 20-Apr-17 | Grant | 2,275 | -- | -- | 3% 67.89K to 70.16K | |
| 21-Apr-17 6:25 PM View: | Umpqua Holdings Corp. (UMPQ) | 20-Apr-17 | Acquisition (other) | 25 | -- | -- | < 1% 70.16K to 70.19K | |
| 13-Feb-17 2:13 PM View: | Umpqua Holdings Corp. (UMPQ) | 10-Feb-17 | Grant | 1,167 | -- | -- | 2% 66.67K to 67.83K | |
| 13-Feb-17 2:13 PM View: | Umpqua Holdings Corp. (UMPQ) | 10-Feb-17 | Acquisition (other) | 55 | -- | -- | < 1% 67.83K to 67.89K | |
| 14-Nov-16 2:38 PM View: | Umpqua Holdings Corp. (UMPQ) | 10-Nov-16 | Grant | 1,296 | -- | -- | 2% 65.37K to 66.67K | |
| 04-Oct-16 1:35 PM View: | Hawaiian Electric Industrie... (HE) | 30-Sep-16 | Grant | 1,884 | -- | -- | 7% 25.82K to 27.7K | |
| 04-Oct-16 1:35 PM View: | Hawaiian Electric Industrie... (HE) | 30-Sep-16 | Gift Duplicate | 1,884 | -- | -- | 7% 27.7K to 29.59K | |
| 04-Oct-16 1:35 PM View: | Hawaiian Electric Industrie... (HE) | 30-Sep-16 | Gift | 1,884 | -- | -- | (6%) 29.59K to 27.7K | |
| 11-Aug-16 12:17 PM View: | Umpqua Holdings Corp. (UMPQ) | 10-Aug-16 | Grant | 1,389 | -- | -- | 2% 63.98K to 65.37K | |
| 11-May-16 6:21 PM View: | Umpqua Holdings Corp. (UMPQ) | 10-May-16 | Grant | 1,246 | -- | -- | 2% 62.73K to 63.98K | |
| 25-Apr-16 2:24 PM View: | Umpqua Holdings Corp. (UMPQ) | 21-Apr-16 | Grant | 2,519 | -- | -- | 4% 60.22K to 62.73K | |
| 11-Feb-16 2:01 PM View: | Umpqua Holdings Corp. (UMPQ) | 10-Feb-16 | Grant | 1,496 | -- | -- | 3% 58.65K to 60.14K | |
| 11-Feb-16 2:01 PM View: | Umpqua Holdings Corp. (UMPQ) | 10-Feb-16 | Acquisition (other) | 69 | -- | -- | < 1% 60.14K to 60.21K | |
| 11-Feb-16 2:01 PM View: | Umpqua Holdings Corp. (UMPQ) | 10-Feb-16 | Acquisition (other) | 4 | -- | -- | < 1% 60.21K to 60.22K | |
| 12-Nov-15 5:31 PM View: | Umpqua Holdings Corp. (UMPQ) | 10-Nov-15 | Grant | 1,234 | -- | -- | 2% 57.41K to 58.65K | |
| 12-Aug-15 12:41 PM View: | Umpqua Holdings Corp. (UMPQ) | 10-Aug-15 | Grant | 1,232 | -- | -- | 2% 56.18K to 57.41K | |
| 02-Jul-15 1:44 PM View: | Hawaiian Electric Industrie... (HE) | 30-Jun-15 | Grant | 2,522 | -- | -- | 11% 22.0K to 24.52K | |
| 02-Jul-15 1:44 PM View: | Hawaiian Electric Industrie... (HE) | 30-Jun-15 | Gift Duplicate | 2,522 | -- | -- | 10% 24.52K to 27.04K |