| |
| |
|
| 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 |
|
|
|
|
|
|
|
|
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* |
|
|
|
|
|
|
|
|
|
|
|
Records found :
29 |
Free Registration Required For Full Results. Limit: 25
|
 |
Download |
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 |
| UMPQ |
Umpqua Holdings Corp |
EVP/Wealth Management |
• – – |
2014-03-05 |
4 |
OE |
$10.97 |
$183,674 |
D/D |
16,200 |
68,441 |
0 |
- |
|
| UMPQ |
Umpqua Holdings Corp |
EVP/Wealth Management |
• – – |
2014-03-05 |
4 |
D |
$18.40 |
$225,216 |
D/D |
(12,240) |
59,378 |
0 |
- |
|
| UMPQ |
Umpqua Holdings Corp |
EVP/Wealth Management |
• – – |
2014-01-23 |
4 |
OE |
$10.37 |
$377,660 |
D/D |
34,000 |
71,255 |
0 |
- |
|
| UMPQ |
Umpqua Holdings Corp |
EVP/Wealth Management |
• – – |
2014-01-23 |
4 |
D |
$19.05 |
$477,736 |
D/D |
(25,078) |
61,899 |
0 |
- |
|
29 Records found
|
|
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 |
| |
|
|
|
|
|
