Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ZION · Entity 3544 | Executive Vice President | March 01, 2023 | March 02, 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 March 01, 2023 · Filed March 02, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 29,136 |
Reported balance
After 2023-03-01 transaction · row 1
1 source rowRow 1 · 2023-03-01 · Tax withholding · Disposed 269 · Balance 29,136 |
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 13, 2017 Filed Feb 14, 2017 19:54 UTC | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | Tax withholdingCommon Stock | 669 | $44.08 | $29,489.52 |
DisclosureSEC source: 0000109380-17-000038 · wf-form4_148710203056064.xml · nonDerivative · entry 2 Morris Michael · CIK 0001584716 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,155 Read SEC document |
| February 13, 2017 Filed Feb 14, 2017 19:54 UTC | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | Exercise / conversionCommon Stock | 1,978 | $0.00 | $0.00 |
DisclosureSEC source: 0000109380-17-000038 · wf-form4_148710203056064.xml · nonDerivative · entry 1 Morris Michael · CIK 0001584716 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,824 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 |
| January 25, 2017 Filed Jan 26, 2017 22:18 UTC | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | Tax withholdingCommon Stock | 605 | $43.28 | $26,184.40 |
DisclosureSEC source: 0000109380-17-000018 · wf-form4_148546908563432.xml · nonDerivative · entry 2 Morris Michael · CIK 0001584716 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,846 Read SEC document |
| January 25, 2017 Filed Jan 26, 2017 22:18 UTC | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | Tax withholdingCommon Stock | 215 | $43.28 | $9,305.20 |
DisclosureSEC source: 0000109380-17-000018 · wf-form4_148546908563432.xml · nonDerivative · entry 1 Morris Michael · CIK 0001584716 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,451 Read SEC document |
| December 21, 2016 Filed Jan 5, 2017 22:19 UTC | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | OtherCommon Stock | 2,743.003 | $0.00 | $0.00 |
DisclosureSEC source: 0000109380-17-000006 · wf-form5_148365478525720.xml · nonDerivative · entry 1 Morris Michael · CIK 0001584716 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Indirect · By 401 (k) Plan Disclosed balance after: 2,069.084 F1 · kind: Transfer to former spouse due to divorce decree. Read SEC document |
| November 10, 2016 Filed Nov 14, 2016 22:43 UTC | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | Exercise / conversionStock Option (right to buy) · Derivative | 13,983 | $23.71 Strike: $23.71 | $331,536.93 |
DisclosureSEC source: 0000109380-16-000525 · wf-form4_147916335958926.xml · derivative · entry 11 Morris Michael · CIK 0001584716 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 13,983 shares Expires 2018-05-26 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 |
| November 10, 2016 Filed Nov 14, 2016 22:43 UTC | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | Exercise / conversionStock Option (right to buy) · Derivative | 4,217 | $23.71 Strike: $23.71 | $99,985.07 |
DisclosureSEC source: 0000109380-16-000525 · wf-form4_147916335958926.xml · derivative · entry 10 Morris Michael · CIK 0001584716 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,983 Underlying: Common Stock · 4,217 shares Expires 2018-05-26 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 |
| November 10, 2016 Filed Nov 14, 2016 22:43 UTC | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | SaleCommon Stock | 360 | $36.62 | $13,181.40 |
DisclosureSEC source: 0000109380-16-000525 · wf-form4_147916335958926.xml · nonDerivative · entry 9 Morris Michael · CIK 0001584716 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,666 Read SEC document |
| November 10, 2016 Filed Nov 14, 2016 22:43 UTC | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | SaleCommon Stock | 1,100 | $36.61 | $40,275.40 |
DisclosureSEC source: 0000109380-16-000525 · wf-form4_147916335958926.xml · nonDerivative · entry 8 Morris Michael · CIK 0001584716 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,026 Read SEC document |
| November 10, 2016 Filed Nov 14, 2016 22:43 UTC | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | SaleCommon Stock | 5,740 | $36.61 | $210,141.40 |
DisclosureSEC source: 0000109380-16-000525 · wf-form4_147916335958926.xml · nonDerivative · entry 7 Morris Michael · CIK 0001584716 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,126 Read SEC document |
| November 10, 2016 Filed Nov 14, 2016 22:43 UTC | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | SaleCommon Stock | 2,917 | $36.60 | $106,762.20 |
DisclosureSEC source: 0000109380-16-000525 · wf-form4_147916335958926.xml · nonDerivative · entry 6 Morris Michael · CIK 0001584716 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,866 Read SEC document |
| November 10, 2016 Filed Nov 14, 2016 22:43 UTC | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | SaleCommon Stock | 3,866 | $36.59 | $141,456.94 |
DisclosureSEC source: 0000109380-16-000525 · wf-form4_147916335958926.xml · nonDerivative · entry 5 Morris Michael · CIK 0001584716 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,783 Read SEC document |
| November 10, 2016 Filed Nov 14, 2016 22:43 UTC | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | Exercise / conversionCommon Stock | 13,983 | $23.71 | $331,536.93 |
DisclosureSEC source: 0000109380-16-000525 · wf-form4_147916335958926.xml · nonDerivative · entry 4 Morris Michael · CIK 0001584716 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,649 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 |
| November 10, 2016 Filed Nov 14, 2016 22:43 UTC | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | SaleCommon Stock | 1,600 | $36.63 | $58,600.00 |
DisclosureSEC source: 0000109380-16-000525 · wf-form4_147916335958926.xml · nonDerivative · entry 3 Morris Michael · CIK 0001584716 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,666 Read SEC document |
| November 10, 2016 Filed Nov 14, 2016 22:43 UTC | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | SaleCommon Stock | 2,617 | $36.62 | $95,845.01 |
DisclosureSEC source: 0000109380-16-000525 · wf-form4_147916335958926.xml · nonDerivative · entry 2 Morris Michael · CIK 0001584716 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,266 Read SEC document |
| November 10, 2016 Filed Nov 14, 2016 22:43 UTC | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | Exercise / conversionCommon Stock | 4,217 | $23.71 | $99,985.07 |
DisclosureSEC source: 0000109380-16-000525 · wf-form4_147916335958926.xml · nonDerivative · entry 1 Morris Michael · CIK 0001584716 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,883 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 |
| November 08, 2016 Filed Nov 9, 2016 19:11 UTC | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | Exercise / conversionStock Option (right to buy) · Derivative | 13,343 | $23.95 Strike: $23.95 | $319,564.85 |
DisclosureSEC source: 0000109380-16-000523 · wf-form4_147871868535256.xml · derivative · entry 9 Morris Michael · CIK 0001584716 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 13,343 shares Expires 2017-05-27 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 |
| November 08, 2016 Filed Nov 9, 2016 19:11 UTC | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | Exercise / conversionStock Option (right to buy) · Derivative | 4,657 | $23.95 Strike: $23.95 | $111,535.15 |
DisclosureSEC source: 0000109380-16-000523 · wf-form4_147871868535256.xml · derivative · entry 8 Morris Michael · CIK 0001584716 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,343 Underlying: Common Stock · 4,657 shares Expires 2017-05-27 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 |
| November 08, 2016 Filed Nov 9, 2016 19:11 UTC | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | SaleCommon Stock | 1,500 | $32.40 | $48,600.00 |
DisclosureSEC source: 0000109380-16-000523 · wf-form4_147871868535256.xml · nonDerivative · entry 7 Morris Michael · CIK 0001584716 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,666 Read SEC document |
| November 08, 2016 Filed Nov 9, 2016 19:11 UTC | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | SaleCommon Stock | 3,100 | $32.39 | $100,409.00 |
DisclosureSEC source: 0000109380-16-000523 · wf-form4_147871868535256.xml · nonDerivative · entry 6 Morris Michael · CIK 0001584716 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,166 Read SEC document |
| November 08, 2016 Filed Nov 9, 2016 19:11 UTC | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | SaleCommon Stock | 500 | $32.39 | $16,192.50 |
DisclosureSEC source: 0000109380-16-000523 · wf-form4_147871868535256.xml · nonDerivative · entry 5 Morris Michael · CIK 0001584716 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,266 Read SEC document |
| November 08, 2016 Filed Nov 9, 2016 19:11 UTC | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | SaleCommon Stock | 8,243 | $32.38 | $266,908.34 |
DisclosureSEC source: 0000109380-16-000523 · wf-form4_147871868535256.xml · nonDerivative · entry 4 Morris Michael · CIK 0001584716 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,766 Read SEC document |
| November 08, 2016 Filed Nov 9, 2016 19:11 UTC | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | Exercise / conversionCommon Stock | 13,343 | $23.95 | $319,564.85 |
DisclosureSEC source: 0000109380-16-000523 · wf-form4_147871868535256.xml · nonDerivative · entry 3 Morris Michael · CIK 0001584716 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,009 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 |
| November 08, 2016 Filed Nov 9, 2016 19:11 UTC | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | SaleCommon Stock | 4,657 | $32.43 | $151,021.85 |
DisclosureSEC source: 0000109380-16-000523 · wf-form4_147871868535256.xml · nonDerivative · entry 2 Morris Michael · CIK 0001584716 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,666 Read SEC document |
| November 08, 2016 Filed Nov 9, 2016 19:11 UTC | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | Exercise / conversionCommon Stock | 4,657 | $23.95 | $111,535.15 |
DisclosureSEC source: 0000109380-16-000523 · wf-form4_147871868535256.xml · nonDerivative · entry 1 Morris Michael · CIK 0001584716 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,323 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 |
| September 06, 2016 Filed Sep 7, 2016 21:26 UTC | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | Exercise / conversionRSU · Derivative | 238 | $30.39 | $7,232.82 |
DisclosureSEC source: 0000109380-16-000506 · wf-form4_147328360131435.xml · derivative · entry 3 Morris Michael · CIK 0001584716 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,114 Underlying: Common Stock · 238 shares Expires not disclosed 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_price: Each restricted stock unit represents a contingent right to receive one share of ZION common stock. F2 · derivative.exercise_date: Restricted stock units granted under the Zions Bancorporation 2005 Stock Option and Incentive Plan. Restricted units vest 25% per year for 4 years. F2 · derivative.expiration_date: Restricted stock units granted under the Zions Bancorporation 2005 Stock Option and Incentive Plan. Restricted units vest 25% per year for 4 years. Read SEC document |
| September 06, 2016 Filed Sep 7, 2016 21:26 UTC | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | Tax withholdingCommon Stock | 78 | $30.39 | $2,370.42 |
DisclosureSEC source: 0000109380-16-000506 · wf-form4_147328360131435.xml · nonDerivative · entry 2 Morris Michael · CIK 0001584716 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,666 Read SEC document |
| September 06, 2016 Filed Sep 7, 2016 21:26 UTC | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | Exercise / conversionCommon Stock | 238 | $30.39 | $7,232.82 |
DisclosureSEC source: 0000109380-16-000506 · wf-form4_147328360131435.xml · nonDerivative · entry 1 Morris Michael · CIK 0001584716 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,744 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.