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Insider Information:   Johnson Kelly J
Relationship:   EVP,Private Client Ser...
City:   Portland
State:   OR
   
Insider Summary:
  
   
Companies Owned :   2    
Direct Shares   69,428    

Indirect Shares

  0      
Direct Value   $1,476,142    

Indirect Value

  $0      
Total Shares   69,428      
Total Value   $1,476,142      


Umpqua Holdings Corp
 $1,048,615 Heartland Financial USA Inc
 $427,527 Umpqua Holdings Corp
 $1,048,615 Heartland Financial USA Inc
 $427,527
 


Historical Performance :
Based on 6 Month Return Percentages
Buys 
Sells 

     Total Filings :

    0   
    0    

     Stock price went up :

    0   
    0    
     Stock price went down :
    0   
    0    
   
     Gain/Loss Ratio :
   0.0   
   0.0   
     Percentage Gain/Loss :
     0.0%
   0.0%
     
   
Holdings :
     Menu Company Name Ticker Relation Direct Date Direct Shares Indirect Date Indirect Shares Total Value Sold  
            Umpqua Holdings Corp UMPQ EVP/Wealth Management 2014-04-21 59,378 0    Premium*  
            Heartland Financial USA Inc HTLF EVP,Private Client Ser... 2018-04-05 10,050 0    Premium*  
* Premium Members only  

Records found :    29         Free Registration Required For Full Results.    Limit: 25

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  Page 2 of 2
Ticker Company Name Relation   Off-Dir-10% Trans. Date Form Action Price Mkt Value D/I Shares    Holdings   
Rank

 
3m +/-  
Form
HTLF Heartland Financial USA I... EVP,Private Client Services Sr   •       –      –    2018-01-18 4 OE $54.85 $37,024 D/D 675 5,211 0 -
HTLF Heartland Financial USA I... EVP,Private Client Services Sr   •       –      –    2018-01-19 4 OE $55.50 $27,417 D/D 494 6,038 0 -
HTLF Heartland Financial USA I... EVP,Private Client Services Sr   •       –      –    2018-01-20 4 OE $55.50 $18,482 D/D 333 5,544 0 -
HTLF Heartland Financial USA I... EVP,Private Client Services Sr   •       –      –    2018-04-05 4 S $53.05 $107,479 D/D (2,026) 4,012 0 -

  29  Records found
  1   2     
  Page 2 of 2  
 
Free Registration Required For Full Results.    Limit: 25

 
 
  Transaction Code Key: Ownership Code Key
  B - Buy AB - Automatic Buy D - Direct Ownership
  S - Sell AS - Automatic Sell I - Indirect Ownership
OE - Options Exercised A - Aquired
  IO - Initital Ownership D - Disposed