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 January 28, 2021 · Filed January 29, 2021
Section 16 reporting ended · disclosed 2021-01-29. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 41,986 |
Ending reported balance
After 2021-01-28 transaction · row 30
30 source rows · reconciled sequenceRow 1 · 2021-01-28 · Exercise / conversion · Acquired 5,417 · Balance 47,373 Row 2 · 2021-01-28 · Sale · Disposed 5,185 · Balance 42,188 Row 3 · 2021-01-28 · Sale · Disposed 232 · Balance 41,956 Row 4 · 2021-01-28 · Exercise / conversion · Acquired 4,065 · Balance 46,021 Row 5 · 2021-01-28 · Sale · Disposed 4,065 · Balance 41,956 Row 6 · 2021-01-28 · Exercise / conversion · Acquired 3,776 · Balance 45,732 Row 7 · 2021-01-28 · Sale · Disposed 2,535 · Balance 43,197 Row 8 · 2021-01-28 · Sale · Disposed 30 · Balance 43,167 Row 9 · 2021-01-28 · Sale · Disposed 550 · Balance 42,617 Row 10 · 2021-01-28 · Sale · Disposed 30 · Balance 42,587 Row 11 · 2021-01-28 · Sale · Disposed 631 · Balance 41,956 Row 12 · 2021-01-28 · Exercise / conversion · Acquired 3,967 · Balance 45,923 Row 13 · 2021-01-28 · Sale · Disposed 1,260 · Balance 44,663 Row 14 · 2021-01-28 · Sale · Disposed 30 · Balance 44,633 Row 15 · 2021-01-28 · Sale · Disposed 1,272 · Balance 43,361 Row 16 · 2021-01-28 · Sale · Disposed 1,278 · Balance 42,083 Row 17 · 2021-01-28 · Sale · Disposed 126 · Balance 41,957 Row 18 · 2021-01-28 · Sale · Disposed 1 · Balance 41,956 Row 19 · 2021-01-28 · Exercise / conversion · Acquired 7,962 · Balance 49,918 Row 20 · 2021-01-28 · Sale · Disposed 6,538 · Balance 43,380 Row 21 · 2021-01-28 · Sale · Disposed 1,364 · Balance 42,016 Row 22 · 2021-01-28 · Sale · Disposed 60 · Balance 41,956 Row 23 · 2021-01-28 · Exercise / conversion · Acquired 10,094 · Balance 52,050 Row 24 · 2021-01-28 · Sale · Disposed 1,650 · Balance 50,400 Row 25 · 2021-01-28 · Sale · Disposed 1,105 · Balance 49,295 Row 26 · 2021-01-28 · Sale · Disposed 3,906 · Balance 45,389 Row 27 · 2021-01-28 · Sale · Disposed 1,150 · Balance 44,239 Row 28 · 2021-01-28 · Sale · Disposed 752 · Balance 43,487 Row 29 · 2021-01-28 · Sale · Disposed 1,101 · Balance 42,386 Row 30 · 2021-01-28 · Sale · Disposed 400 · Balance 41,986 |
| Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $28.59 · Expires 2021-05-29 | Direct | 4,065 |
Reported balance
After 2021-01-28 transaction · row 31
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 31 · 2021-01-28 · Exercise / conversion · Disposed 5,417 · Balance 4,065 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 $28.59 · Expires 2021-05-29 | Direct | 0 |
Reported balance
After 2021-01-28 transaction · row 32
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 32 · 2021-01-28 · Exercise / conversion · Disposed 4,065 · 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 $29.02 · Expires 2022-05-21 | Direct | 7,962 |
Reported balance
After 2021-01-28 transaction · row 33
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 33 · 2021-01-28 · Exercise / conversion · Disposed 3,776 · Balance 7,962 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 $25.21 · Expires 2023-03-17 | Direct | 10,094 |
Reported balance
After 2021-01-28 transaction · row 34
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 34 · 2021-01-28 · Exercise / conversion · Disposed 3,967 · Balance 10,094 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 $29.02 · Expires 2022-05-21 | Direct | 0 |
Reported balance
After 2021-01-28 transaction · row 35
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 35 · 2021-01-28 · Exercise / conversion · Disposed 7,962 · 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 $25.21 · Expires 2023-03-17 | Direct | 0 |
Reported balance
After 2021-01-28 transaction · row 36
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 36 · 2021-01-28 · Exercise / conversion · Disposed 10,094 · 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 |
|---|---|---|---|---|---|---|
| August 14, 2017 Filed Aug 15, 2017 21:35 UTC | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | SaleCommon Stock | 100 | $44.97 | $4,497.10 |
DisclosureSEC source: 0000109380-17-000229 · wf-form4_150283293428959.xml · nonDerivative · entry 7 Schreiber Edward · CIK 0001315531 · Chief Risk Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 45,967 Read SEC document |
| August 14, 2017 Filed Aug 15, 2017 21:35 UTC | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | SaleCommon Stock | 100 | $44.97 | $4,497.10 |
DisclosureSEC source: 0000109380-17-000229 · wf-form4_150283293428959.xml · nonDerivative · entry 6 Schreiber Edward · CIK 0001315531 · Chief Risk Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 46,067 Read SEC document |
| August 14, 2017 Filed Aug 15, 2017 21:35 UTC | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | SaleCommon Stock | 1,850 | $44.97 | $83,194.50 |
DisclosureSEC source: 0000109380-17-000229 · wf-form4_150283293428959.xml · nonDerivative · entry 5 Schreiber Edward · CIK 0001315531 · Chief Risk Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 46,167 Read SEC document |
| August 14, 2017 Filed Aug 15, 2017 21:35 UTC | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | SaleCommon Stock | 1,725 | $44.97 | $77,564.63 |
DisclosureSEC source: 0000109380-17-000229 · wf-form4_150283293428959.xml · nonDerivative · entry 4 Schreiber Edward · CIK 0001315531 · Chief Risk Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 48,017 Read SEC document |
| August 14, 2017 Filed Aug 15, 2017 21:35 UTC | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | SaleCommon Stock | 200 | $44.96 | $8,992.20 |
DisclosureSEC source: 0000109380-17-000229 · wf-form4_150283293428959.xml · nonDerivative · entry 3 Schreiber Edward · CIK 0001315531 · Chief Risk Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 49,742 Read SEC document |
| August 14, 2017 Filed Aug 15, 2017 21:35 UTC | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | SaleCommon Stock | 1,575 | $44.96 | $70,812.00 |
DisclosureSEC source: 0000109380-17-000229 · wf-form4_150283293428959.xml · nonDerivative · entry 2 Schreiber Edward · CIK 0001315531 · Chief Risk Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 49,942 Read SEC document |
| August 14, 2017 Filed Aug 15, 2017 21:35 UTC | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | SaleCommon Stock | 400 | $44.96 | $17,982.00 |
DisclosureSEC source: 0000109380-17-000229 · wf-form4_150283293428959.xml · nonDerivative · entry 1 Schreiber Edward · CIK 0001315531 · Chief Risk Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 51,517 Read SEC document |
| June 12, 2017 Filed Jun 14, 2017 20:53 UTC | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | Tax withholdingCommon Stock | 323 | $42.93 | $13,866.39 |
DisclosureSEC source: 0000109380-17-000195 · wf-form4_149747356671954.xml · nonDerivative · entry 1 Schreiber Edward · CIK 0001315531 · Chief Risk Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 51,917 Read SEC document |
| May 30, 2017 Filed Jun 1, 2017 20:47 UTC | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | Tax withholdingCommon Stock | 1,075 | $39.87 | $42,860.25 |
DisclosureSEC source: 0000109380-17-000161 · wf-form4_149635005845267.xml · nonDerivative · entry 1 Schreiber Edward · CIK 0001315531 · Chief Risk Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 52,240 Read SEC document |
| May 22, 2017 Filed May 24, 2017 21:09 UTC | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | Tax withholdingCommon Stock | 1,071 | $40.21 | $43,064.91 |
DisclosureSEC source: 0000109380-17-000126 · wf-form4_149566017870901.xml · nonDerivative · entry 1 Schreiber Edward · CIK 0001315531 · Chief Risk Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 53,315 Read SEC document |
| April 18, 2017 Filed Apr 20, 2017 20:27 UTC Amendment | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | Tax withholdingCommon Stock | 1,130 | $43.19 | $48,804.70 |
DisclosureSEC source: 0000109380-17-000089 · wf-form4a_149272003257110.xml · nonDerivative · entry 1 Schreiber Edward · CIK 0001315531 · Chief Risk Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 54,386 F1 · shares: Corrects the amount of shares disposed for vesting taxes. Read SEC document |
| April 03, 2017 Filed Apr 4, 2017 21:04 UTC | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | Tax withholdingCommon Stock | 1,585 | $41.77 | $66,205.45 |
DisclosureSEC source: 0000109380-17-000080 · wf-form4_149133984949209.xml · nonDerivative · entry 1 Schreiber Edward · CIK 0001315531 · Chief Risk Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 54,234 Read SEC document |
| March 20, 2017 Filed Mar 28, 2017 17:47 UTC | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | Tax withholdingCommon Stock | 1,282 | $43.19 | $55,369.58 |
DisclosureSEC source: 0000109380-17-000076 · wf-form4_149072324408154.xml · nonDerivative · entry 1 Schreiber Edward · CIK 0001315531 · Chief Risk Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 55,819 Read SEC document |
| March 20, 2017 Filed Apr 12, 2017 20:11 UTC Amendment | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | Tax withholdingCommon Stock | 1,463 | $43.19 | $63,186.97 |
DisclosureSEC source: 0000109380-17-000084 · wf-form4a_149202787198884.xml · nonDerivative · entry 1 Schreiber Edward · CIK 0001315531 · Chief Risk Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 54,053 F1 · shares: Corrects the amount of shares disposed for vesting taxes. Read SEC document |
| February 24, 2017 Filed Feb 28, 2017 23:02 UTC | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | GrantStock Option (right to buy) · Derivative | 8,733 | $44.55 Strike: $44.55 | $389,055.15 |
DisclosureSEC source: 0000109380-17-000069 · wf-form4_148832290788136.xml · derivative · entry 2 Schreiber Edward · CIK 0001315531 · Chief Risk Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,733 Underlying: Common Stock · 8,733 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 23:02 UTC | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | GrantCommon Stock | 9,033 | $44.55 | $402,420.15 |
DisclosureSEC source: 0000109380-17-000069 · wf-form4_148832290788136.xml · nonDerivative · entry 1 Schreiber Edward · CIK 0001315531 · Chief Risk Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 57,101 Read SEC document |
| November 18, 2016 Filed Nov 22, 2016 18:48 UTC | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | SaleCommon Stock | 8,000 | $37.80 | $302,400.00 |
DisclosureSEC source: 0000109380-16-000529 · wf-form4_147984050048300.xml · nonDerivative · entry 1 Schreiber Edward · CIK 0001315531 · Chief Risk Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 48,068 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.