Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ZION · Entity 3544 | Senior Vice President | July 01, 2023 | July 07, 2023 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/
Report date July 01, 2023 · Filed July 07, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 83,936 |
Reported balance
After 2023-07-01 transaction · row 1
1 source rowRow 1 · 2023-07-01 · Disposition to issuer · Disposed 3,146 · Balance 83,936 |
| Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $44.55 · Expires 2023-07-01 | Direct | 0 |
Reported balance
After 2023-07-01 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2023-07-01 · Disposition to issuer · Disposed 694 · Balance 0 F1: Grant has a graded vesting schedule. Date exercisable will vary for each vesting tranche. |
| Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $55.68 · Expires 2023-07-01 | Direct | 0 |
Reported balance
After 2023-07-01 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2023-07-01 · Disposition to issuer · Disposed 627 · Balance 0 F1: Grant has a graded vesting schedule. Date exercisable will vary for each vesting tranche. |
| Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $51.17 · Expires 2023-07-01 | Direct | 0 |
Reported balance
After 2023-07-01 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2023-07-01 · Disposition to issuer · Disposed 769 · Balance 0 F1: Grant has a graded vesting schedule. Date exercisable will vary for each vesting tranche. |
| Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $45.65 · Expires 2023-07-01 | Direct | 0 |
Reported balance
After 2023-07-01 transaction · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · 2023-07-01 · Disposition to issuer · Disposed 924 · Balance 0 F1: Grant has a graded vesting schedule. Date exercisable will vary for each vesting tranche. |
| Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $48.65 · Expires 2023-07-01 | Direct | 0 |
Reported balance
After 2023-07-01 transaction · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · 2023-07-01 · Disposition to issuer · Disposed 986 · Balance 0 F1: Grant has a graded vesting schedule. Date exercisable will vary for each vesting tranche. |
| Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $73.22 · Expires 2023-07-01 | Direct | 0 |
Reported balance
After 2023-07-01 transaction · row 7
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 7 · 2023-07-01 · Disposition to issuer · Disposed 513 · Balance 0 F1: Grant has a graded vesting schedule. Date exercisable will vary for each vesting tranche. |
| Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $52.90 · Expires 2023-07-01 | Direct | 0 |
Reported balance
After 2023-07-01 transaction · row 8
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 8 · 2023-07-01 · Disposition to issuer · Disposed 695 · Balance 0 F1: Grant has a graded vesting schedule. Date exercisable will vary for each vesting tranche. |
Filing footnotes · ownership attribution and instrument terms
F1: Grant has a graded vesting schedule. Date exercisable will vary for each vesting tranche.
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| February 27, 2017 Filed Feb 28, 2017 22:56 UTC | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | Exercise / conversionStock Option (right to buy) · Derivative | 550 | $27.49 Strike: $27.49 | $15,119.50 |
DisclosureSEC source: 0000109380-17-000052 · wf-form4_148832257864333.xml · derivative · entry 11 Abbott James R · CIK 0001466882 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,021 Underlying: Common Stock · 550 shares Expires 2020-05-23 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_date: Grant has a graded vesting schedule. Date exercisable will vary for each vesting tranche. Read SEC document |
| February 27, 2017 Filed Feb 28, 2017 22:56 UTC | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | SaleCommon Stock | 3,995 | $45.07 | $180,034.68 |
DisclosureSEC source: 0000109380-17-000052 · wf-form4_148832257864333.xml · nonDerivative · entry 10 Abbott James R · CIK 0001466882 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 38,014 Read SEC document |
| February 27, 2017 Filed Feb 28, 2017 22:56 UTC | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | Exercise / conversionCommon Stock | 3,995 | $23.71 | $94,721.45 |
DisclosureSEC source: 0000109380-17-000052 · wf-form4_148832257864333.xml · nonDerivative · entry 9 Abbott James R · CIK 0001466882 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 42,009 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| February 27, 2017 Filed Feb 28, 2017 22:56 UTC | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | Exercise / conversionCommon Stock | 2,076 | $23.71 | $49,221.96 |
DisclosureSEC source: 0000109380-17-000052 · wf-form4_148832257864333.xml · nonDerivative · entry 8 Abbott James R · CIK 0001466882 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 38,014 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| February 27, 2017 Filed Feb 28, 2017 22:56 UTC | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | SaleCommon Stock | 2,028 | $45.12 | $91,493.22 |
DisclosureSEC source: 0000109380-17-000052 · wf-form4_148832257864333.xml · nonDerivative · entry 7 Abbott James R · CIK 0001466882 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 35,938 Read SEC document |
| February 27, 2017 Filed Feb 28, 2017 22:56 UTC | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | Exercise / conversionCommon Stock | 2,028 | $23.95 | $48,570.60 |
DisclosureSEC source: 0000109380-17-000052 · wf-form4_148832257864333.xml · nonDerivative · entry 6 Abbott James R · CIK 0001466882 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 37,966 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| February 27, 2017 Filed Feb 28, 2017 22:56 UTC | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | Exercise / conversionCommon Stock | 3,722 | $23.95 | $89,141.90 |
DisclosureSEC source: 0000109380-17-000052 · wf-form4_148832257864333.xml · nonDerivative · entry 5 Abbott James R · CIK 0001466882 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 35,938 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| February 27, 2017 Filed Feb 28, 2017 22:56 UTC | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | SaleCommon Stock | 600 | $45.08 | $27,045.00 |
DisclosureSEC source: 0000109380-17-000052 · wf-form4_148832257864333.xml · nonDerivative · entry 4 Abbott James R · CIK 0001466882 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,216 Read SEC document |
| February 27, 2017 Filed Feb 28, 2017 22:56 UTC | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | SaleCommon Stock | 330 | $45.07 | $14,873.10 |
DisclosureSEC source: 0000109380-17-000052 · wf-form4_148832257864333.xml · nonDerivative · entry 3 Abbott James R · CIK 0001466882 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,816 Read SEC document |
| February 27, 2017 Filed Feb 28, 2017 22:56 UTC | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | Exercise / conversionCommon Stock | 930 | $27.49 | $25,565.70 |
DisclosureSEC source: 0000109380-17-000052 · wf-form4_148832257864333.xml · nonDerivative · entry 2 Abbott James R · CIK 0001466882 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,146 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| February 27, 2017 Filed Feb 28, 2017 22:56 UTC | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | Exercise / conversionCommon Stock | 550 | $27.49 | $15,119.50 |
DisclosureSEC source: 0000109380-17-000052 · wf-form4_148832257864333.xml · nonDerivative · entry 1 Abbott James R · CIK 0001466882 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,216 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| February 24, 2017 Filed Feb 28, 2017 22:56 UTC | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | GrantStock Option (right to buy) · Derivative | 694 | $44.55 Strike: $44.55 | $30,917.70 |
DisclosureSEC source: 0000109380-17-000051 · wf-form4_148832256154123.xml · derivative · entry 2 Abbott James R · CIK 0001466882 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 694 Underlying: Common Stock · 694 shares Expires 2024-02-23 F1 · derivative.exercise_date: Grant has a graded vesting schedule. Date exercisable will vary for each vesting tranche. Read SEC document |
| February 24, 2017 Filed Feb 28, 2017 22:56 UTC | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | GrantCommon Stock | 1,616 | $44.55 | $71,992.80 |
DisclosureSEC source: 0000109380-17-000051 · wf-form4_148832256154123.xml · nonDerivative · entry 1 Abbott James R · CIK 0001466882 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,666 Read SEC document |
| February 13, 2017 Filed Feb 14, 2017 19:51 UTC | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | Tax withholdingCommon Stock | 178 | $44.08 | $7,846.24 |
DisclosureSEC source: 0000109380-17-000029 · wf-form4_148710187545992.xml · nonDerivative · entry 1 Abbott James R · CIK 0001466882 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,050 Read SEC document |
| May 04, 2016 Filed Jan 5, 2017 21:44 UTC | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | OtherCommon Stock | 12,587 | $0.00 | $0.00 |
DisclosureSEC source: 0000109380-17-000003 · wf-form5_148365265498810.xml · nonDerivative · entry 1 Abbott James R · CIK 0001466882 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,228 F1 · kind: Transfer to former spouse due to divorce decree. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.