• Live Feeds
    • Press Releases
    • Insider Trading
    • FDA Approvals
    • Analyst Ratings
    • Insider Trading
    • SEC filings
    • Market insights
  • Analyst Ratings
  • Alerts
  • Subscriptions
  • AI Executive AssistantNEW
  • Settings
  • RSS Feeds
Quantisnow Logo
  • Live Feeds
    • Press Releases
    • Insider Trading
    • FDA Approvals
    • Analyst Ratings
    • Insider Trading
    • SEC filings
    • Market insights
  • Analyst Ratings
  • Alerts
  • Subscriptions
  • AI Executive AssistantNEW
  • Settings
  • RSS Feeds
PublishGo to AppAI Helper
    Quantisnow Logo

    © 2025 quantisnow.com
    Democratizing insights since 2022

    Services
    Live news feedsRSS FeedsAlertsPublish with Us
    Company
    AboutQuantisnow PlusContactJobsAI employees for your businessNEW
    Legal
    Terms of usePrivacy policyCookie policy

    SEC Form SC 13G/A filed by Umpqua Holdings Corporation (Amendment)

    2/6/23 3:16:45 PM ET
    $UMPQ
    Commercial Banks
    Finance
    Get the next $UMPQ alert in real time by email
    SC 13G/A 1 Umpqua_Holdings_Corp.txt UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 SCHEDULE 13G UNDER THE SECURITIES EXCHANGE ACT OF 1934 EXIT FILING UMPQUA HOLDINGS CORP (NAME OF ISSUER) COMMON STOCK (TITLE OF CLASS OF SECURITIES) 904214103 (CUSIP NUMBER) 12/31/2022 (DATE OF EVENT WHICH REQUIRES FILING OF THIS STATEMENT) CHECK THE APPROPRIATE BOX TO DESIGNATE THE RULE PURSUANT TO WHICH THIS SCHEDULE IS FILED: (X) RULE 13D-1 (B) ( ) RULE 13D-1 (C) ( ) RULE 13D-1 (D) *THE REMAINDER OF THIS COVER PAGE SHALL BE FILLED OUT FOR A REPORTING PERSON`S INITIAL FILING ON THIS FORM WITH RESPECT TO THE SUBJECT CLASS OF SECURITIES, AND FOR ANY SUBSEQUENT AMENDMENT CONTAINING INFORMATION WHICH WOULD ALTER THE DISCLOSURES PROVIDED IN A PRIOR COVER PAGE. THE INFORMATION REQUIRED IN THE REMAINDER OF THIS COVER PAGE SHALL NOT BE DEEMED TO BE "FILED" FOR THE PURPOSE OF SECTION 18 OF THE SECURITIES EXCHANGE ACT OF 1934 ("ACT") OR OTHERWISE SUBJECT TO THE LIABILITIES OF THAT SECTION OF THE ACT BUT SHALL BE SUBJECT TO ALL OTHER PROVISIONS OF THE ACT (HOWEVER, SEE THE NOTES). CUSIP NO: 904214103 13G PAGE 2 OF 5 PAGES 1. NAME OF REPORTING PERSON: STATE STREET CORPORATION I.R.S. IDENTIFICATION NO. OF THE ABOVE PERSON: 04-2456637 2. CHECK THE APPROPRIATE BOX IF A MEMBER OF A GROUP NOT APPLICABLE 3. SEC USE ONLY 4. CITIZENSHIP OR PLACE OF ORGANIZATION BOSTON, MASSACHUSETTS 5. SOLE VOTING POWER 0 SHARES 6. SHARED VOTING POWER 8,471,008 7. SOLE DISPOSITIVE POWER 0 SHARES 8. SHARED DISPOSITIVE POWER 8,924,783 9. AGGREGATED AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON 8,924,783 10. CHECK BOX IF THE AGGREGATE AMOUNT IN ROW (9) EXCLUDES CERTAIN SHARES NOT APPLICABLE 11. PERCENT OF CLASS REPRESENTED BY AMOUNT IN ROW 9 4.11% 12. TYPE OF REPORTING PERSON HC CUSIP NO: 904214103 13G PAGE 3 OF 5 PAGES ITEM 1. (A) NAME OF ISSUER UMPQUA HOLDINGS CORP (B) ADDRESS OF ISSUER`S PRINCIPAL EXECUTIVE OFFICES ONE SW COLUMBIA STREET SUITE 1200 PORTLAND OR 97258 UNITED STATES ITEM 2. (A) NAME OF PERSON FILING STATE STREET CORPORATION (B) ADDRESS OF PRINCIPAL BUSINESS OFFICE OR, IF NONE, RESIDENCE STATE STREET FINANCIAL CENTER ONE LINCOLN STREET BOSTON, MA 02111 (FOR ALL REPORTING PERSONS) (C) CITIZENSHIP: SEE ITEM 4 (CITIZENSHIP OR PLACE OF ORGANIZATION) OF COVER PAGES (D) TITLE OF CLASS OF SECURITIES COMMON STOCK (E) CUSIP NUMBER: 904214103 ITEM 3. IF THIS STATEMENT IS FILED PURSUANT TO RULE 13D-1(B), OR 13D-2(B) OR (C), CHECK WHETHER THE PERSON FILING IS A: SEE ITEM 12(TYPE OF REPORTING PERSON) OF THE COVER PAGE FOR EACH REPORTING PERSON AND THE TABLE BELOW, WHICH EXPLAINS THE MEANING OF THE TWO LETTER SYMBOLS APPEARING IN ITEM 12 OF THE COVER PAGES. SYMBOL CATEGORY BK BANK AS DEFINED IN SECTION 3(A) (6) OF THE ACT. IC INSURANCE COMPANY AS DEFINED IN SECTION 3 (A) (19) OF THE ACT IC INVESTMENT COMPANY REGISTERED UNDER SECTION 8 OF THE INVESTMENT COMPANY ACT OF 1940. IA AN INVESTMENT ADVISOR IN ACCORDANCE WITH RULE 13D-1(B) (1) (II) (E). EP AN EMPLOYEE BENEFIT PLAN OR ENDOWMENT FUND IN ACCORDANCE WITH RULE 13D-1(B) (1) (II) (F) . HC A PARENT HOLDING COMPANY OR CONTROL PERSON IN ACCORDANCE WITH RULE 13D-1(B)(1)(II) (G). SA A SAVINGS ASSOCIATIONS AS DEFINED IN SECTION 3(B) OF THE FEDERAL DEPOSIT INSURANCE ACT (12 U.S.C. 1813). CP A CHURCH PLAN THAT IS EXCLUDED FROM THE DEFINITION OF AN INVESTMENT COMPANY UNDER SECTION 3(C)(14) OF THE INVESTMENT COMPANY ACT OF 1940. CUSIP NO: 904214103 13G PAGE 4 OF 5 PAGES ITEM 4. OWNERSHIP THE INFORMATION SET FORTH IN ROWS 5 THROUGH 11 OF THE COVER PAGE HERETO FOR EACH OF THE REPORTING PERSONS IS INCORPORATED HEREIN BY REFERENCE. ITEM 5. OWNERSHIP OF FIVE PERCENT OR LESS OF CLASS YES ITEM 6. OWNERSHIP OF MORE THAN FIVE PERCENT ON BEHALF OF ANOTHER PERSON NOT APPLICABLE ITEM 7. IDENTIFICATION AND CLASSIFICATION OF THE SUBSIDIARY WHICH ACQUIRED THE SECURITY BEING REPORTED ON BY THE PARENT HOLDING COMPANY OR CONTROL PERSON SEE EXHIBIT 1 ATTACHED HERETO ITEM 8. IDENTIFICATION AND CLASSIFICATION OF MEMBERS OF THE GROUP NOT APPLICABLE ITEM 9. NOTICE OF DISSOLUTION OF GROUP NOT APPLICABLE CUSIP NO: 904214103 13G PAGE 5 OF 5 PAGES ITEM 10. CERTIFICATION BY SIGNING BELOW I CERTIFY THAT, TO THE BEST OF MY KNOWLEDGE AND BELIEF, THE SECURITIES REFERRED TO ABOVE WERE ACQUIRED AND ARE HELD IN THE ORDINARY COURSE OF BUSINESS AND WERE NOT ACQUIRED AND ARE NOT HELD FOR THE PURPOSE OR WITH THE EFFECT OF CHANGING OR INFLUENCING THE CONTROL OF THE ISSUER OF THE SECURITIES AND WERE NOT ACQUIRED AND ARE NOT HELD IN CONNECTION WITH OR AS A PARTICIPANT IN ANY TRANSACTION HAVING THAT PURPOSE OR EFFECT. SIGNATURES AFTER REASONABLE INQUIRY AND TO THE BEST OF HIS KNOWLEDGE AND BELIEF, EACH OF THE UNDERSIGNED CERTIFIES THAT THE INFORMATION SET FORTH IN THIS STATEMENT IS TRUE, COMPLETE AND CORRECT. STATE STREET CORPORATION ELIZABETH SCHAEFER SENIOR VICE PRESIDENT, DEPUTY CONTROLLER EXHIBIT 1 THE FOLLOWING TABLE LISTS THE IDENTITY AND ITEM 3 CLASSIFICATION OF EACH SUBSIDIARY OF STATE STREET CORPORATION, THE PARENT HOLDING COMPANY, THAT BENEFICIALLY OWNS THE ISSUER`S SECURITIES. PLEASE REFER TO ITEM 3 OF THE ATTACHED SCHEDULE 13G FOR A DESCRIPTION OF EACH OF THE TWO-LETTER SYMBOLS REPRESENTING THE ITEM 3 CLASSIFICATION BELOW. SUBSIDIARY ITEM 3 CLASSIFICATION SSGA FUNDS MANAGEMENT, INC. IA STATE STREET GLOBAL ADVISORS LIMITED IA STATE STREET GLOBAL ADVISORS, LTD. IA STATE STREET GLOBAL ADVISORS, AUSTRALIA, LIMITED IA STATE STREET GLOBAL ADVISORS ASIA LIMITED IA STATE STREET GLOBAL ADVISORS EUROPE LIMITED IA STATE STREET GLOBAL ADVISORS TRUST COMPANY IA NOTE: ALL OF THE LEGAL ENTITIES ABOVE ARE DIRECT OR INDIRECT SUBSIDIARIES OF STATE STREET CORPORATION.
    Get the next $UMPQ alert in real time by email

    Crush Q3 2025 with the Best AI Executive Assistant

    Stay ahead of the competition with Tailforce.ai - your AI-powered business intelligence partner.

    AI-Powered Inbox
    Context-aware email replies
    Strategic Decision Support
    Get Started with Tailforce.ai

    Recent Analyst Ratings for
    $UMPQ

    DatePrice TargetRatingAnalyst
    12/15/2022$20.00 → $22.00Equal Weight → Overweight
    Wells Fargo
    2/11/2022$23.25Mkt Perform
    Keefe Bruyette
    1/4/2022$20.00Overweight → Equal-Weight
    Wells Fargo
    10/13/2021$23.00 → $19.00Overweight → Equal-Weight
    Stephens
    10/13/2021$22.00 → $21.00Buy → Hold
    Truist
    7/27/2021$21.50 → $22.00Overweight
    Stephens & Co.
    7/26/2021$22.50Underweight → Neutral
    JP Morgan
    More analyst ratings

    $UMPQ
    Analyst Ratings

    Analyst ratings in real time. Analyst ratings have a very high impact on the underlying stock. See them live in this feed.

    See more
    • Umpqua Holdings upgraded by Wells Fargo with a new price target

      Wells Fargo upgraded Umpqua Holdings from Equal Weight to Overweight and set a new price target of $22.00 from $20.00 previously

      12/15/22 7:24:39 AM ET
      $UMPQ
      Commercial Banks
      Finance
    • Keefe Bruyette resumed coverage on Umpqua Holdings with a new price target

      Keefe Bruyette resumed coverage of Umpqua Holdings with a rating of Mkt Perform and set a new price target of $23.25

      2/11/22 7:20:25 AM ET
      $UMPQ
      Commercial Banks
      Finance
    • Umpqua Holdings downgraded by Wells Fargo with a new price target

      Wells Fargo downgraded Umpqua Holdings from Overweight to Equal-Weight and set a new price target of $20.00

      1/4/22 5:09:19 AM ET
      $UMPQ
      Commercial Banks
      Finance

    $UMPQ
    SEC Filings

    See more

    $UMPQ
    Insider Trading

    Insider transactions reveal critical sentiment about the company from key stakeholders. See them live in this feed.

    See more
    • SEC Form 15-12G filed by Umpqua Holdings Corporation

      15-12G - UMPQUA HOLDINGS CORP (0001077771) (Filer)

      3/13/23 6:07:55 AM ET
      $UMPQ
      Commercial Banks
      Finance
    • SEC Form S-8 POS filed by Umpqua Holdings Corporation

      S-8 POS - UMPQUA HOLDINGS CORP (0001077771) (Filer)

      3/1/23 5:11:01 PM ET
      $UMPQ
      Commercial Banks
      Finance
    • SEC Form S-8 POS filed by Umpqua Holdings Corporation

      S-8 POS - UMPQUA HOLDINGS CORP (0001077771) (Filer)

      3/1/23 5:10:01 PM ET
      $UMPQ
      Commercial Banks
      Finance
    • SEC Form 4: Machuca Luis returned 86,055 shares to the company, closing all direct ownership in the company

      4 - UMPQUA HOLDINGS CORP (0001077771) (Issuer)

      3/2/23 5:48:37 PM ET
      $UMPQ
      Commercial Banks
      Finance
    • SEC Form 4: White Lisa M covered exercise/tax liability with 749 shares and returned 37,851 shares to the company, closing all direct ownership in the company

      4 - UMPQUA HOLDINGS CORP (0001077771) (Issuer)

      3/2/23 11:25:54 AM ET
      $UMPQ
      Commercial Banks
      Finance
    • SEC Form 4: Shotwell David F covered exercise/tax liability with 2,064 shares and returned 115,566 shares to the company, closing all direct ownership in the company

      4 - UMPQUA HOLDINGS CORP (0001077771) (Issuer)

      3/2/23 11:22:52 AM ET
      $UMPQ
      Commercial Banks
      Finance

    $UMPQ
    Press Releases

    Fastest customizable press release news feed in the world

    See more
    • Columbia Banking System Set to Join S&P MidCap 400; Verra Mobility to Join S&P SmallCap 600

      NEW YORK, Feb. 23, 2023 /PRNewswire/ -- S&P SmallCap 600 constituent Columbia Banking System Inc. (NASD:COLB) will replace Umpqua Holdings Corp. (NASD:UMPQ) in the S&P MidCap 400, and Verra Mobility Corp. (NASD:VRRM) will replace Columbia Banking System in the S&P SmallCap 600 effective prior to the opening of trading on Wednesday, March 1. Columbia Banking System is acquiring Umpqua Holdings in a deal expected to be completed soon, pending final closing conditions. Post-merger, Columbia Banking System will have a market capitalization more representative of the mid-cap market space. Following is a summary of the changes that will take place prior to the open of trading on the effective date

      2/23/23 6:43:00 PM ET
      $COLB
      $SPGI
      $UMPQ
      $VRRM
      Savings Institutions
      Finance
      Finance: Consumer Services
      Commercial Banks
    • UMPQUA REPORTS FOURTH QUARTER AND FULL-YEAR 2022 RESULTS

      Fourth Quarter 2022 Results Net income of $83 million, or $0.38 per common shareOperating net income of $99 million, or $0.46 per common share1Loan balances increased $648 million or 2.5%Deposit balances increased $249 million or 0.9%Net interest margin increased 13 basis points to 4.01%PORTLAND, Ore., Jan. 23, 2023 /PRNewswire/ --    UMPQUA REPORTS FOURTH QUARTER AND FULL-YEAR 2022 RESULTS $0.38 $83 13.53 % 13.7 % 4Q22 Net earnings per dilutedcommon share 4Q22 Net income ($ in millions) 4Q22 Return on avg tangiblecommon equity ("ROATCE")1 Total risk-based capital ratio(estima

      1/23/23 5:54:00 PM ET
      $UMPQ
      Commercial Banks
      Finance
    • Umpqua Holdings Corporation Announces $0.21 Per Common Share Dividend and Date of Fourth Quarter 2022 Earnings Conference Call

      PORTLAND, Ore., Jan. 11, 2023 /PRNewswire/ -- Umpqua Holdings Corporation (NASDAQ:UMPQ), parent company of Umpqua Bank, today announced that its board of directors has approved a quarterly cash dividend in the amount of $0.21 per common share. The dividend is payable on February 6, 2023, to shareholders of record as of January 23, 2023. Umpqua Holdings Corporation also announced it will host its fourth quarter 2022 earnings conference call on Tuesday, January 24, 2023 at 10:00 a.m. PT (1:00 p.m. ET).  During the call, the Company will provide an update on recent activities and

      1/11/23 8:15:00 AM ET
      $UMPQ
      Commercial Banks
      Finance

    $UMPQ
    Leadership Updates

    Live Leadership Updates

    See more
    • UpHealth Announces Results of First Annual Stockholder Meeting

      Proposed New Independent Board Members Elected Stockholders Approved Reverse Split of the Company's Shares Stockholders Approve New Independent Auditor DELRAY BEACH, Fla., Dec. 05, 2022 (GLOBE NEWSWIRE) -- UpHealth, Inc. (NYSE:UPH) announces the results of its first annual stockholder meeting, held December 5, 2022, virtually. All resolutions submitted for stockholder approval were adopted, including the following: Election of three Class I directors to hold office until the 2025 annual meeting and until their respective successors are elected and qualified.Approval of reverse stock split.Ratification of the appointment of BPM LLP as independent registered public accountin

      12/5/22 4:11:00 PM ET
      $COLB
      $UMPQ
      $UPH
      Savings Institutions
      Finance
      Commercial Banks
      Retail: Computer Software & Peripheral Equipment
    • Fundbox Appoints Hilliard Terry to Board of Directors

      SAN FRANCISCO, CA, June 22, 2021 (GLOBE NEWSWIRE) -- Fundbox, the financial platform for small businesses, announced today that it has appointed Hilliard Terry to its Board of Directors. Mr. Terry is an experienced executive leader, corporate board member and advisor to private equity backed portfolio companies.   Mr. Terry currently serves on the board of directors of Umpqua Holdings Corporation (NASDAQ:UMPQ), a financial services company. He also serves on the board of directors of Upstart Holdings, Inc. (NASDAQ:UPST), a leading artificial intelligence consumer lending platform, and on the board of TLG Acquisition One Corporation (NYSE:TLGA), a special purpose acquisition company. "H

      6/22/21 12:00:00 PM ET
      $UPST
      $TGH
      $A
      $TLGA
      Finance: Consumer Services
      Finance
      Diversified Commercial Services
      Consumer Discretionary

    $UMPQ
    Large Ownership Changes

    This live feed shows all institutional transactions in real time.

    See more
    • SEC Form SC 13G/A filed by Umpqua Holdings Corporation (Amendment)

      SC 13G/A - UMPQUA HOLDINGS CORP (0001077771) (Subject)

      2/9/24 11:49:03 AM ET
      $UMPQ
      Commercial Banks
      Finance
    • SEC Form SC 13G/A filed by Umpqua Holdings Corporation (Amendment)

      SC 13G/A - UMPQUA HOLDINGS CORP (0001077771) (Subject)

      2/14/23 1:30:01 PM ET
      $UMPQ
      Commercial Banks
      Finance
    • SEC Form SC 13G filed by Umpqua Holdings Corporation

      SC 13G - UMPQUA HOLDINGS CORP (0001077771) (Subject)

      2/8/23 4:07:00 PM ET
      $UMPQ
      Commercial Banks
      Finance

    $UMPQ
    Financials

    Live finance-specific insights

    See more
    • UMPQUA REPORTS FOURTH QUARTER AND FULL-YEAR 2022 RESULTS

      Fourth Quarter 2022 Results Net income of $83 million, or $0.38 per common shareOperating net income of $99 million, or $0.46 per common share1Loan balances increased $648 million or 2.5%Deposit balances increased $249 million or 0.9%Net interest margin increased 13 basis points to 4.01%PORTLAND, Ore., Jan. 23, 2023 /PRNewswire/ --    UMPQUA REPORTS FOURTH QUARTER AND FULL-YEAR 2022 RESULTS $0.38 $83 13.53 % 13.7 % 4Q22 Net earnings per dilutedcommon share 4Q22 Net income ($ in millions) 4Q22 Return on avg tangiblecommon equity ("ROATCE")1 Total risk-based capital ratio(estima

      1/23/23 5:54:00 PM ET
      $UMPQ
      Commercial Banks
      Finance
    • Umpqua Holdings Corporation Announces $0.21 Per Common Share Dividend and Date of Fourth Quarter 2022 Earnings Conference Call

      PORTLAND, Ore., Jan. 11, 2023 /PRNewswire/ -- Umpqua Holdings Corporation (NASDAQ:UMPQ), parent company of Umpqua Bank, today announced that its board of directors has approved a quarterly cash dividend in the amount of $0.21 per common share. The dividend is payable on February 6, 2023, to shareholders of record as of January 23, 2023. Umpqua Holdings Corporation also announced it will host its fourth quarter 2022 earnings conference call on Tuesday, January 24, 2023 at 10:00 a.m. PT (1:00 p.m. ET).  During the call, the Company will provide an update on recent activities and

      1/11/23 8:15:00 AM ET
      $UMPQ
      Commercial Banks
      Finance
    • UMPQUA REPORTS THIRD QUARTER 2022 RESULTS

      Third Quarter 2022 Results Net income of $84 million, or $0.39 per common shareOperating net income of $103 million, or $0.47 per common share1Loan balances increased $1.1 billion or 4.4%Deposit balances increased $685 million or 2.6%Net interest margin increased 47 basis points to 3.88%PORTLAND, Ore., Oct. 19, 2022 /PRNewswire/ -- UMPQUA REPORTS THIRD QUARTER 2022 RESULTS $0.39 $84 13.02 % 13.2 % Net earnings per dilutedcommon share Net income ($ in millions) Return on average tangible common equity ("ROATCE")1 Total risk-based capital ratio(estimated)   CEO Commentary "Stron

      10/19/22 4:15:00 PM ET
      $UMPQ
      Commercial Banks
      Finance