FinObservatory

SEC filings / CIK 1077771

UMPQUA HOLDINGS CORP

Savings institution, federally chartered, OR. 12 10-K filer-years in this dataset, the most recent for FY2022, filed Feb 24, 2023. Every figure below is as filed by the company and untouched: FinObservatory has not restated, rescaled or corrected anything, and a blank is a fact the filing does not tag, not a zero.

This is the SEC holding company, identified by its Central Index Key. It is not the insured bank subsidiary that appears in /banks and /deposits, which are FDIC call-report entities on a different consolidation. Nothing here should be compared line for line with those.

Filing history, as filed

FYFiledAssetsDepositsEquityAOCIHTM carryingHTM fair valueGap, % of equityCustom facts
2022Feb 24, 2023$31.85bn$27.07bn$2.48bn-$426.9m$2.5mn/an/a7.6%
2021Feb 25, 2022$30.64bn$26.59bn$2.75bn$1.8m$2.7mn/an/a7.9%
2020Feb 25, 2021$29.24bn$24.62bn$2.70bn$122.7m$3.0mn/an/a6.3%
2019Feb 28, 2020$28.85bn$22.48bn$4.31bn$29.5m$3.3mn/an/a9.2%
2018Feb 21, 2019$26.94bn$21.14bn$4.06bn-$58.9m$3.6mn/an/a8.0%
2017Feb 23, 2018$25.74bn$19.95bn$4.01bn-$25.0m$3.8mn/an/a6.7%
2016Feb 23, 2017$24.81bn$19.02bn$3.92bn-$21.3m$4.2mn/an/a8.8%
2015Feb 25, 2016$23.39bn$17.71bn$3.85bn-$2.6m$4.6mn/an/a9.0%
2014Feb 23, 2015$22.61bn$16.89bn$3.78bn$12.1m$5.2mn/an/a10.1%
2013Feb 18, 2014$11.64bn$9.12bn$1.73bn-$5.0m$5.6mn/an/a17.3%
2012Feb 15, 2013$11.80bn$9.38bn$1.72bn$24.3m$4.5mn/an/a15.6%
2011Feb 17, 2012$11.56bn$9.24bn$1.67bn$33.8m$4.7mn/an/a18.3%

ext marks a carrying amount tagged with a company-invented element. p marks FY2025, which the dataset’s filing window (closing Mar 31, 2026) leaves incomplete across filers. “Custom facts” is the share of that filing’s consolidated facts carrying a company-invented tag, in any unit.

Source: SEC Financial Statement Data Sets, US Securities and Exchange Commission, Division of Economic and Risk Analysis. Facts as filed: uncleaned, unrestated, not audited by FinObservatory. Selection: this company's 10-K submissions with prevrpt = 0, one per fiscal year by latest filed date; consolidated USD instants at each filing's period end. Dollar columns are raw US dollars. Methodology

What this page cannot tell you

  • A blank in the held-to-maturity columns means the filing does not tag that fact on the consolidated face. It does not mean the company holds no held-to-maturity securities, and this dataset cannot distinguish the two.
  • A held-to-maturity gap is not a realised loss. Held to maturity, the securities pay par. The gap measures how far the reported equity sits from a mark-to-market equity, which becomes a solvency question only if the book must be sold.
  • AOCI is not the held-to-maturity mark. It bundles available-for-sale marks, hedge marks, pension and translation, net of tax. Do not add the two columns.
  • Every value is as filed. A scale error, sign error or mis-tag by the company is reproduced here exactly as the company made it.

Pages exist for the 650 bank and thrift holding companies with at least one 10-K from FY2015 onward, out of 900 with a 10-K anywhere in the dataset.