Reported relationships
Latest disclosed role at each company.
No relationships currently tracked through insider filings.
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.
No balances currently tracked through insider filings.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/
Report date May 04, 2021 · Filed May 05, 2021
Section 16 reporting ended · disclosed 2021-05-05. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 47,783 |
Reported balance
After 2021-05-04 transaction · row 1
1 source rowRow 1 · 2021-05-04 · Exercise / conversion · Acquired 11,703 · Balance 47,783 |
| Deferred CompSEC Table II · derivative / convertible security · Expires 2021-05-04 | Direct | 0 |
Reported balance
After 2021-05-05 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2021-05-05 · Exercise / conversion · Disposed 30,833.252 · Balance 0 F1: Each share of phantom stock entitled the reporting person to receive, on May 4, 2021, one share of Zions Bancorporation common stock or the cash value thereof. |
| Deferred Comp - Amegy BoardSEC Table II · derivative / convertible security · Expires 2021-05-04 | Direct | 0 |
Reported balance
After 2021-05-04 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2021-05-04 · Exercise / conversion · Disposed 11,703.827 · Balance 0 F1: Each share of phantom stock entitled the reporting person to receive, on May 4, 2021, one share of Zions Bancorporation common stock or the cash value thereof. |
Filing footnotes · ownership attribution and instrument terms
F1: Each share of phantom stock entitled the reporting person to receive, on May 4, 2021, one share of Zions Bancorporation common stock or the cash value thereof.
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 |
|---|---|---|---|---|---|---|
| May 05, 2021 Filed May 5, 2021 22:28 UTC | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | Exercise / conversionDeferred Comp · Derivative | 30,833.252 | $0.00 | $0.00 |
DisclosureSEC source: 0000109380-21-000190 · wf-form4_162025367849968.xml · derivative · entry 2 HEANEY J DAVID · CIK 0001186311 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 30,833.252 shares Expires 2021-05-04 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 share of phantom stock entitled the reporting person to receive, on May 4, 2021, one share of Zions Bancorporation common stock or the cash value thereof. F1 · derivative.exercise_date: Each share of phantom stock entitled the reporting person to receive, on May 4, 2021, one share of Zions Bancorporation common stock or the cash value thereof. Read SEC document |
| May 04, 2021 Filed May 5, 2021 22:28 UTC | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | Exercise / conversionDeferred Comp - Amegy Board · Derivative | 11,703.827 | $0.00 | $0.00 |
DisclosureSEC source: 0000109380-21-000190 · wf-form4_162025367849968.xml · derivative · entry 3 HEANEY J DAVID · CIK 0001186311 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 11,703.827 shares Expires 2021-05-04 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 share of phantom stock entitled the reporting person to receive, on May 4, 2021, one share of Zions Bancorporation common stock or the cash value thereof. F1 · derivative.exercise_date: Each share of phantom stock entitled the reporting person to receive, on May 4, 2021, one share of Zions Bancorporation common stock or the cash value thereof. Read SEC document |
| May 04, 2021 Filed May 5, 2021 22:28 UTC | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | Exercise / conversionCommon Stock | 11,703 | $0.00 | $0.00 |
DisclosureSEC source: 0000109380-21-000190 · wf-form4_162025367849968.xml · nonDerivative · entry 1 HEANEY J DAVID · CIK 0001186311 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 47,783 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 16, 2021 Filed Feb 18, 2021 02:00 UTC | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | Exercise / conversionStock Option (right to buy) · Derivative | 1,191 | $7.02 Strike: $7.02 | $8,354.87 |
DisclosureSEC source: 0000109380-21-000074 · wf-form4_161361358187011.xml · derivative · entry 4 HEANEY J DAVID · CIK 0001186311 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,191 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.expiration_date: No expiration date. Read SEC document |
| February 16, 2021 Filed Feb 18, 2021 02:00 UTC | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | Exercise / conversionStock Option (right to buy) · Derivative | 1,317 | $5.74 Strike: $5.74 | $7,559.58 |
DisclosureSEC source: 0000109380-21-000074 · wf-form4_161361358187011.xml · derivative · entry 3 HEANEY J DAVID · CIK 0001186311 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,317 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.expiration_date: No expiration date. Read SEC document |
| February 16, 2021 Filed Feb 18, 2021 02:00 UTC | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | Exercise / conversionCommon Stock | 1,191 | $7.02 | $8,360.82 |
DisclosureSEC source: 0000109380-21-000074 · wf-form4_161361358187011.xml · nonDerivative · entry 2 HEANEY J DAVID · CIK 0001186311 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 36,080 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 16, 2021 Filed Feb 18, 2021 02:00 UTC | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | Exercise / conversionCommon Stock | 1,317 | $5.74 | $7,559.58 |
DisclosureSEC source: 0000109380-21-000074 · wf-form4_161361358187011.xml · nonDerivative · entry 1 HEANEY J DAVID · CIK 0001186311 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 34,889 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 |
| May 01, 2020 Filed May 4, 2020 20:23 UTC | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | GrantCommon Stock | 2,961 | $30.90 | $91,494.90 |
DisclosureSEC source: 0000109380-20-000163 · wf-form4_158862381091688.xml · nonDerivative · entry 1 HEANEY J DAVID · CIK 0001186311 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,572 Read SEC document |
| January 28, 2020 Filed Jan 29, 2020 23:11 UTC | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | GiftCommon Stock | 10,602 | $0.00 | $0.00 |
DisclosureSEC source: 0000109380-20-000036 · wf-form4_158033949377896.xml · nonDerivative · entry 1 HEANEY J DAVID · CIK 0001186311 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,611 F1 · price: Bona fide gift Read SEC document |
| May 31, 2019 Filed May 31, 2019 20:55 UTC | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | GrantCommon Stock | 2,124 | $43.07 | $91,480.68 |
DisclosureSEC source: 0000109380-19-000156 · wf-form4_155933609225854.xml · nonDerivative · entry 1 HEANEY J DAVID · CIK 0001186311 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 40,074 Read SEC document |
| June 01, 2018 Filed Jun 5, 2018 21:09 UTC | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | GrantCommon Stock | 1,644 | $55.66 | $91,505.04 |
DisclosureSEC source: 0000109380-18-000185 · wf-form4_152823294641947.xml · nonDerivative · entry 1 HEANEY J DAVID · CIK 0001186311 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 37,950 Read SEC document |
| April 10, 2018 Filed Apr 11, 2018 20:55 UTC | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | Exercise / conversionStock Option (right to buy) · Derivative | 7,800 | $47.10 Strike: $47.10 | $367,380.00 |
DisclosureSEC source: 0000109380-18-000116 · wf-form4_152348011233493.xml · derivative · entry 2 HEANEY J DAVID · CIK 0001186311 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 7,800 shares Expires 2018-04-24 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 |
| April 10, 2018 Filed Apr 11, 2018 20:55 UTC | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | Exercise / conversionCommon Stock | 7,800 | $47.10 | $367,380.00 |
DisclosureSEC source: 0000109380-18-000116 · wf-form4_152348011233493.xml · nonDerivative · entry 1 HEANEY J DAVID · CIK 0001186311 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 36,306 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 |
| June 02, 2017 Filed Jun 5, 2017 21:43 UTC | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | GrantCommon Stock | 2,282 | $40.10 | $91,508.20 |
DisclosureSEC source: 0000109380-17-000177 · wf-form4_149669898638378.xml · nonDerivative · entry 1 HEANEY J DAVID · CIK 0001186311 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,506 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.