Insider holders · CIK 0001028734
COBIZ FINANCIAL INC · COBZ
Every insider with a reported Table I holding at this company, ranked by their last-reported share count. A balance is only as fresh as its filing — the report date sits next to every row on purpose. ← Back to activity
| Insider | Direct shares | Indirect shares | Total reported | Last report (ET) | From |
|---|---|---|---|---|---|
| Jonathan C Lorenzrelationship not stated | 382,760 | — | 382,760 | Mar 18, 2016 · 5:24 pm EDT | Form 4 |
| Michael B BurgamyDirector | 242,120 | 35,750 | 277,870 | Apr 20, 2018 · 6:44 pm EDT | Form 4 |
| COBIZ FINANCIAL INCEVP and CFO | 86,203 | 24,688 | 110,891 | Feb 16, 2016 · 8:34 pm EST | Form 5/A |
| Timothy J TravisDirector | 87,585 | — | 87,585 | Feb 20, 2018 · 9:33 pm EST | Form 4 |
| Scott PageCEO, Cobiz Bank | 60,239 | — | 60,239 | Oct 25, 2017 · 6:09 pm EDT | Form 4 |
| Evan MakovskyDirector | 37,486 | 2,513 | 39,999 | Jun 19, 2017 · 7:03 pm EDT | Form 4 |
| Lyne B AndrichEVP, COO, CFO | 0 | 20,234 | 20,234 | Oct 3, 2018 · 5:01 pm EDT | Form 4 |
| Douglas L PolsonDirector | 10,841 | — | 10,841 | Feb 20, 2018 · 9:33 pm EST | Form 4 |
| Richard L MonfortDirector | 715 | 6,750 | 7,465 | Jun 19, 2017 · 7:02 pm EDT | Form 4 |
| Mary M WhiteDirector | 5,560 | — | 5,560 | Mar 17, 2017 · 7:46 pm EDT | Form 4 |
| Morgan GustDirector | 4,050 | 1,000 | 5,050 | Nov 2, 2015 · 7:47 pm EST | Form 4 |
| David PassEVP and CIO | 0 | 3,870 | 3,870 | Oct 3, 2018 · 7:19 pm EDT | Form 4 |
| Richard J DaltonExecutive Vice President | 0 | 438 | 438 | Oct 3, 2018 · 5:13 pm EDT | Form 4 |
| Joel R MontbriandDirector | 0 | 0 | 0 | Oct 3, 2018 · 6:40 pm EDT | Form 4 |
| Willis T WiedelDirector | 0 | — | 0 | Oct 3, 2018 · 8:29 pm EDT | Form 4 |
| Terrance M ScanlanDirector | 0 | — | 0 | Oct 3, 2018 · 8:17 pm EDT | Form 4 |
| Jonathan P PinkusDirector | 0 | — | 0 | Oct 3, 2018 · 7:38 pm EDT | Form 4 |
| Angela M MacPheeDirector | 0 | — | 0 | Oct 3, 2018 · 6:16 pm EDT | Form 4 |
| Jeremy LindnerChief Credit Officer | 0 | — | 0 | Oct 3, 2018 · 5:47 pm EDT | Form 4 |
| Michael G HutchinsonDirector | 0 | — | 0 | Oct 3, 2018 · 8:42 pm EDT | Form 4 |
| Bruce ScroffelDirector | 0 | — | 0 | Oct 3, 2018 · 8:27 pm EDT | Form 4 |
| Christopher S HussCapital Markets Director | 0 | — | 0 | Oct 3, 2018 · 5:41 pm EDT | Form 4 |
| Sue HermannSVP & Communication Director | 0 | — | 0 | Oct 3, 2018 · 5:35 pm EDT | Form 4 |
| Mary K RhinehartDirector | 0 | — | 0 | Oct 3, 2018 · 8:11 pm EDT | Form 4 |
| Robert OstertagVice Chairman CoBiz Bank | 0 | 0 | 0 | Oct 3, 2018 · 7:09 pm EDT | Form 4 |
| Marc WallaceDirector | 0 | — | 0 | Oct 3, 2018 · 8:40 pm EDT | Form 4 |
| Troy DumlaoSVP & Chief Accounting Officer | 0 | — | 0 | Oct 3, 2018 · 5:28 pm EDT | Form 4 |
| Noel N RothmanDirector | 0 | 0 | 0 | Oct 3, 2018 · 9:07 pm EDT | Form 4 |
| Mary Beth VitaleDirector | 0 | 0 | 0 | Oct 3, 2018 · 8:36 pm EDT | Form 4 |
| Steven BangertChairman/CEO | 0 | 0 | 0 | Oct 3, 2018 · 4:51 pm EDT | Form 4 |
Balances come from each insider’s most recent filing that reports a Table I holding; an insider who left the company years ago still appears with their last-known figure and its date. Indirect totals collapse multiple vehicles (trusts, LLCs) into one number — open the filing for the breakdown. Shares as filed, not split-adjusted.