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Wellington Management Group LLP and affiliated entities have filed a Schedule 13G reporting a significant passive stake in Columbia Banking System, Inc. (COLB). The Wellington group reports beneficial ownership of 18,106,228 shares of Columbia’s common stock, representing approximately 6.05–6.1% of the outstanding class.
The shares are held of record by clients of multiple Wellington investment adviser subsidiaries, which have shared voting and dispositive power, while Wellington entities themselves report no sole voting or dispositive power. The filing states the securities were acquired and are held in the ordinary course of business and not for the purpose of changing or influencing control of Columbia Banking System. No individual client is reported to hold more than five percent of the class.
Columbia Banking, Inc. director Luis Machuca reported additional deferred compensation phantom stock units tied to the company’s common stock. On 12/03/2025, 65 phantom stock units were accrued at $28.17, bringing his indirect deferred compensation balance to 47,182 units. On 02/04/2026, a further 562 phantom stock units were accrued at $31.12, increasing the balance to 47,744 units, all held indirectly through a deferred compensation arrangement. One accrual was executed by the plan administrator without his request, and all phantom stock will be paid under the plan’s terms after his employment ends.
Columbia Banking, Inc. Chair, President and CEO Clint Stein reported multiple stock transactions dated February 2, 2026 related to performance-based equity awards. He received 28,927 shares of common stock from performance restricted stock units granted on February 21, 2023 and 21,988 shares from units granted on March 15, 2023, both vesting based on the company’s relative return on tangible common equity for fiscal years 2023–2025 versus a Compensation Committee–approved peer group.
To cover tax withholding obligations tied to these vestings, 11,383 shares and 8,653 shares of common stock were withheld. After these transactions, Stein directly beneficially owned 154,275 shares of Columbia Banking common stock.
Columbia Banking System executive Andrew H. Ognall reported equity compensation activity involving common stock. On February 2, 2026, he acquired 4,510 shares at $29.69 per share, issued upon vesting of performance restricted stock units granted on February 21, 2023.
The award vested based on the issuer's relative return on tangible common equity for fiscal years 2023–2025 versus a Compensation Committee–approved peer group. To cover tax withholding on the vested shares, 1,929 shares were withheld at $29.69 per share. After these transactions, he directly held 74,937 shares and indirectly held 2,635 shares through a 401(k).
Columbia Banking, Inc. Senior Executive VP Torran B. Nixon reported equity compensation activity in company stock. On February 2, 2026, 13,844 shares of common stock were acquired at $29.69 per share upon vesting of performance restricted stock units granted on February 21, 2023. On the same date, 5,528 shares were withheld at $29.69 per share to cover tax obligations tied to this vesting. Following these transactions, Nixon directly owned 107,595 common shares, with additional indirect holdings of 3,650 shares through a family trust and 1,863 shares through a 401(k) plan.
Columbia Banking System EVP Chief Credit Officer Namdar Frank reported equity compensation activity in company stock. On February 2, 2026, he acquired 4,667 shares of common stock at $29.69 per share through the vesting of performance-based restricted stock units granted on February 21, 2023, which were tied to the issuer's relative return on tangible common equity for fiscal years 2023–2025.
On the same date, 2,383 shares were withheld at $29.69 per share to cover tax withholding obligations related to this vesting. After these transactions, Frank held 33,447 common shares directly and 4,113 shares indirectly through a 401(k) plan, reflecting his ongoing equity stake in the company.
Columbia Banking System EVP and Chief Marketing Officer David Moore Devine reported performance-based equity vesting and related tax withholding in common stock. On February 2, 2026, he acquired 2,095 shares at $29.69 per share from performance restricted stock units granted on February 21, 2023.
The units vested based on Columbia’s relative return on tangible common equity for fiscal years 2023–2025 versus a Compensation Committee–approved peer group. On the same date, 965 shares were withheld at $29.69 per share to cover tax obligations, leaving him with 23,267 directly owned shares of Columbia common stock.
Columbia Banking System Senior Executive VP Christopher Merrywell reported equity compensation activity in the company’s common stock. On February 2, 2026, he received 12,576 shares at $29.69 per share upon vesting of performance restricted stock units tied to relative return on tangible common equity for fiscal years 2023–2025.
On the same date, 4,949 shares at $29.69 per share were withheld to cover tax obligations related to this vesting. After these transactions, Merrywell directly owned 45,963 shares of Columbia Banking common stock.
Columbia Banking, Inc. reported an insider equity transaction by EVP Chief Strategy/Innovation Officer Aaron James Deer. On February 2, 2026, he acquired 2,620 shares of common stock at $29.69 per share from performance restricted stock units granted on February 21, 2023.
The units vested based on the company’s relative return on tangible common equity for fiscal years 2023–2025 versus a Compensation Committee–approved peer group. On the same date, 1,191 shares were withheld to cover tax obligations, leaving Deer with 42,374 common shares held directly.
Columbia Banking System executive Kumi Yamamoto Baruffi reported routine equity compensation activity. On February 2, 2026, she acquired 5,093 shares of common stock at $29.69 per share from performance-based restricted stock units granted on February 21, 2023. These units vested based on the company’s relative return on tangible common equity for fiscal years 2023–2025 versus a Compensation Committee–approved peer group. To cover tax withholding on the vested shares, 2,110 shares were withheld at $29.69 per share. After these transactions, she directly owns 55,106 shares of Columbia Banking, Inc. common stock.