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 | May 26, 2021 | May 28, 2021 |
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 May 26, 2021 · Filed May 28, 2021
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | IndirectBy 401(k) Plan | 0 |
Reported balance
After 2021-05-26 transaction · row 1
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 1 · 2021-05-26 · Sale · Disposed 248.666 · Balance 0 |
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 |
|---|---|---|---|---|---|---|
| November 15, 2016 Filed Nov 17, 2016 21:30 UTC | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | SaleCommon Stock | 400 | $38.46 | $15,384.00 |
DisclosureSEC source: 0000109380-16-000527 · wf-form4_147941824576360.xml · nonDerivative · entry 6 Hume Alexander · CIK 0001487404 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,321 Read SEC document |
| November 15, 2016 Filed Nov 17, 2016 21:30 UTC | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | SaleCommon Stock | 100 | $38.46 | $3,845.50 |
DisclosureSEC source: 0000109380-16-000527 · wf-form4_147941824576360.xml · nonDerivative · entry 5 Hume Alexander · CIK 0001487404 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,721 Read SEC document |
| November 15, 2016 Filed Nov 17, 2016 21:30 UTC | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | SaleCommon Stock | 200 | $38.44 | $7,688.00 |
DisclosureSEC source: 0000109380-16-000527 · wf-form4_147941824576360.xml · nonDerivative · entry 4 Hume Alexander · CIK 0001487404 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,821 Read SEC document |
| November 15, 2016 Filed Nov 17, 2016 21:30 UTC | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | SaleCommon Stock | 100 | $38.41 | $3,841.00 |
DisclosureSEC source: 0000109380-16-000527 · wf-form4_147941824576360.xml · nonDerivative · entry 3 Hume Alexander · CIK 0001487404 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,021 Read SEC document |
| November 15, 2016 Filed Nov 17, 2016 21:30 UTC | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | SaleCommon Stock | 100 | $38.40 | $3,840.10 |
DisclosureSEC source: 0000109380-16-000527 · wf-form4_147941824576360.xml · nonDerivative · entry 2 Hume Alexander · CIK 0001487404 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,121 Read SEC document |
| November 15, 2016 Filed Nov 17, 2016 21:30 UTC | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | Exercise / conversionCommon Stock | 7,250 | $28.59 | $207,277.50 |
DisclosureSEC source: 0000109380-16-000527 · wf-form4_147941824576360.xml · nonDerivative · entry 1 Hume Alexander · CIK 0001487404 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,221 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 15, 2016 Filed Nov 17, 2016 21:30 UTC | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | Exercise / conversionStock Option (right to buy) · Derivative | 7,272 | $27.49 Strike: $27.49 | $199,907.28 |
DisclosureSEC source: 0000109380-16-000526 · wf-form4_147941823049418.xml · derivative · entry 25 Hume Alexander · CIK 0001487404 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 7,272 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 |
| November 15, 2016 Filed Nov 17, 2016 21:30 UTC | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | Exercise / conversionStock Option (right to buy) · Derivative | 4,299 | $27.49 Strike: $27.49 | $118,179.51 |
DisclosureSEC source: 0000109380-16-000526 · wf-form4_147941823049418.xml · derivative · entry 24 Hume Alexander · CIK 0001487404 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,272 Underlying: Common Stock · 4,299 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 |
| November 15, 2016 Filed Nov 17, 2016 21:30 UTC | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | SaleCommon Stock | 100 | $38.54 | $3,853.50 |
DisclosureSEC source: 0000109380-16-000526 · wf-form4_147941823049418.xml · nonDerivative · entry 23 Hume Alexander · CIK 0001487404 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,971 Read SEC document |
| November 15, 2016 Filed Nov 17, 2016 21:30 UTC | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | SaleCommon Stock | 1,900 | $38.53 | $73,207.00 |
DisclosureSEC source: 0000109380-16-000526 · wf-form4_147941823049418.xml · nonDerivative · entry 22 Hume Alexander · CIK 0001487404 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,071 Read SEC document |
| November 15, 2016 Filed Nov 17, 2016 21:30 UTC | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | SaleCommon Stock | 600 | $38.53 | $23,115.00 |
DisclosureSEC source: 0000109380-16-000526 · wf-form4_147941823049418.xml · nonDerivative · entry 21 Hume Alexander · CIK 0001487404 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,971 Read SEC document |
| November 15, 2016 Filed Nov 17, 2016 21:30 UTC | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | SaleCommon Stock | 600 | $38.52 | $23,112.00 |
DisclosureSEC source: 0000109380-16-000526 · wf-form4_147941823049418.xml · nonDerivative · entry 20 Hume Alexander · CIK 0001487404 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,571 Read SEC document |
| November 15, 2016 Filed Nov 17, 2016 21:30 UTC | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | SaleCommon Stock | 2,200 | $38.52 | $84,733.00 |
DisclosureSEC source: 0000109380-16-000526 · wf-form4_147941823049418.xml · nonDerivative · entry 19 Hume Alexander · CIK 0001487404 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,171 Read SEC document |
| November 15, 2016 Filed Nov 17, 2016 21:30 UTC | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | SaleCommon Stock | 600 | $38.51 | $23,106.00 |
DisclosureSEC source: 0000109380-16-000526 · wf-form4_147941823049418.xml · nonDerivative · entry 18 Hume Alexander · CIK 0001487404 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,371 Read SEC document |
| November 15, 2016 Filed Nov 17, 2016 21:30 UTC | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | SaleCommon Stock | 200 | $38.51 | $7,701.00 |
DisclosureSEC source: 0000109380-16-000526 · wf-form4_147941823049418.xml · nonDerivative · entry 17 Hume Alexander · CIK 0001487404 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,971 Read SEC document |
| November 15, 2016 Filed Nov 17, 2016 21:30 UTC | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | SaleCommon Stock | 300 | $38.50 | $11,550.00 |
DisclosureSEC source: 0000109380-16-000526 · wf-form4_147941823049418.xml · nonDerivative · entry 16 Hume Alexander · CIK 0001487404 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,171 Read SEC document |
| November 15, 2016 Filed Nov 17, 2016 21:30 UTC | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | SaleCommon Stock | 100 | $38.49 | $3,849.00 |
DisclosureSEC source: 0000109380-16-000526 · wf-form4_147941823049418.xml · nonDerivative · entry 15 Hume Alexander · CIK 0001487404 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,471 Read SEC document |
| November 15, 2016 Filed Nov 17, 2016 21:30 UTC | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | SaleCommon Stock | 100 | $38.48 | $3,848.10 |
DisclosureSEC source: 0000109380-16-000526 · wf-form4_147941823049418.xml · nonDerivative · entry 14 Hume Alexander · CIK 0001487404 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,571 Read SEC document |
| November 15, 2016 Filed Nov 17, 2016 21:30 UTC | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | SaleCommon Stock | 400 | $38.48 | $15,392.00 |
DisclosureSEC source: 0000109380-16-000526 · wf-form4_147941823049418.xml · nonDerivative · entry 13 Hume Alexander · CIK 0001487404 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,671 Read SEC document |
| November 15, 2016 Filed Nov 17, 2016 21:30 UTC | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | SaleCommon Stock | 172 | $38.47 | $6,616.84 |
DisclosureSEC source: 0000109380-16-000526 · wf-form4_147941823049418.xml · nonDerivative · entry 12 Hume Alexander · CIK 0001487404 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,071 Read SEC document |
| November 15, 2016 Filed Nov 17, 2016 21:30 UTC | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | Exercise / conversionCommon Stock | 7,272 | $27.49 | $199,907.28 |
DisclosureSEC source: 0000109380-16-000526 · wf-form4_147941823049418.xml · nonDerivative · entry 11 Hume Alexander · CIK 0001487404 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,243 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 15, 2016 Filed Nov 17, 2016 21:30 UTC | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | SaleCommon Stock | 100 | $38.56 | $3,856.00 |
DisclosureSEC source: 0000109380-16-000526 · wf-form4_147941823049418.xml · nonDerivative · entry 10 Hume Alexander · CIK 0001487404 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,971 Read SEC document |
| November 15, 2016 Filed Nov 17, 2016 21:30 UTC | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | SaleCommon Stock | 1,500 | $38.56 | $57,832.50 |
DisclosureSEC source: 0000109380-16-000526 · wf-form4_147941823049418.xml · nonDerivative · entry 9 Hume Alexander · CIK 0001487404 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,071 Read SEC document |
| November 15, 2016 Filed Nov 17, 2016 21:30 UTC | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | SaleCommon Stock | 200 | $38.55 | $7,710.20 |
DisclosureSEC source: 0000109380-16-000526 · wf-form4_147941823049418.xml · nonDerivative · entry 8 Hume Alexander · CIK 0001487404 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,571 Read SEC document |
| November 15, 2016 Filed Nov 17, 2016 21:30 UTC | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | SaleCommon Stock | 899 | $38.55 | $34,656.45 |
DisclosureSEC source: 0000109380-16-000526 · wf-form4_147941823049418.xml · nonDerivative · entry 7 Hume Alexander · CIK 0001487404 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,771 Read SEC document |
| November 15, 2016 Filed Nov 17, 2016 21:30 UTC | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | SaleCommon Stock | 100 | $38.55 | $3,854.50 |
DisclosureSEC source: 0000109380-16-000526 · wf-form4_147941823049418.xml · nonDerivative · entry 6 Hume Alexander · CIK 0001487404 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,670 Read SEC document |
| November 15, 2016 Filed Nov 17, 2016 21:30 UTC | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | SaleCommon Stock | 1,000 | $38.54 | $38,540.00 |
DisclosureSEC source: 0000109380-16-000526 · wf-form4_147941823049418.xml · nonDerivative · entry 5 Hume Alexander · CIK 0001487404 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,770 Read SEC document |
| November 15, 2016 Filed Nov 17, 2016 21:30 UTC | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | SaleCommon Stock | 200 | $38.53 | $7,706.00 |
DisclosureSEC source: 0000109380-16-000526 · wf-form4_147941823049418.xml · nonDerivative · entry 4 Hume Alexander · CIK 0001487404 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,770 Read SEC document |
| November 15, 2016 Filed Nov 17, 2016 21:30 UTC | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | SaleCommon Stock | 100 | $38.53 | $3,852.50 |
DisclosureSEC source: 0000109380-16-000526 · wf-form4_147941823049418.xml · nonDerivative · entry 3 Hume Alexander · CIK 0001487404 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,970 Read SEC document |
| November 15, 2016 Filed Nov 17, 2016 21:30 UTC | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | SaleCommon Stock | 200 | $38.52 | $7,704.00 |
DisclosureSEC source: 0000109380-16-000526 · wf-form4_147941823049418.xml · nonDerivative · entry 2 Hume Alexander · CIK 0001487404 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,070 Read SEC document |
| November 15, 2016 Filed Nov 17, 2016 21:30 UTC | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | Exercise / conversionCommon Stock | 4,299 | $27.49 | $118,179.51 |
DisclosureSEC source: 0000109380-16-000526 · wf-form4_147941823049418.xml · nonDerivative · entry 1 Hume Alexander · CIK 0001487404 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,270 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.