Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ZION · Entity 3544 | Exec VP & Pres. Of Subsidiary | March 16, 2020 | March 18, 2020 |
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 16, 2020 · Filed March 18, 2020
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Deferred CompSEC Table II · derivative / convertible security | Direct | 2,739.347 |
Reported balance
After 2020-03-16 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2020-03-16 · Grant · Acquired 157.85 · Balance 2,739.347 F1: Each unit is the economic equivalent of one share of common stock. F2: Shares are paid out in cash or stock upon date or age elected at time of deferral, or upon termination of employment. |
Filing footnotes · ownership attribution and instrument terms
F1: Each unit is the economic equivalent of one share of common stock.
F2: Shares are paid out in cash or stock upon date or age elected at time of deferral, or upon termination of employment.
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 |
|---|---|---|---|---|---|---|
| March 16, 2020 Filed Mar 18, 2020 20:30 UTC | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | GrantDeferred Comp · Derivative | 157.85 | $0.00 | $0.00 |
DisclosureSEC source: 0000109380-20-000143 · wf-form4_158456340277024.xml · derivative · entry 1 SAVAGE STANLEY D · CIK 0001184843 · Exec VP & Pres. Of Subsidiary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,739.347 Underlying: Common Stock · 157.85 shares Expires not disclosed F1 · derivative.exercise_price: Each unit is the economic equivalent of one share of common stock. F2 · derivative.exercise_date: Shares are paid out in cash or stock upon date or age elected at time of deferral, or upon termination of employment. F2 · derivative.expiration_date: Shares are paid out in cash or stock upon date or age elected at time of deferral, or upon termination of employment. Read SEC document |
| June 11, 2018 Filed Jun 13, 2018 19:21 UTC | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | Tax withholdingCommon Stock | 61 | $56.57 | $3,450.77 |
DisclosureSEC source: 0000109380-18-000203 · wf-form4_152891767766564.xml · nonDerivative · entry 1 SAVAGE STANLEY D · CIK 0001184843 · Exec VP & Pres. Of Subsidiary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 47,989 Read SEC document |
| May 30, 2018 Filed May 31, 2018 17:01 UTC | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | Tax withholdingCommon Stock | 208 | $55.53 | $11,550.24 |
DisclosureSEC source: 0000109380-18-000173 · wf-form4_152778609461371.xml · nonDerivative · entry 1 SAVAGE STANLEY D · CIK 0001184843 · Exec VP & Pres. Of Subsidiary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 48,050 Read SEC document |
| May 22, 2018 Filed May 24, 2018 22:44 UTC | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | Tax withholdingCommon Stock | 209 | $58.54 | $12,234.86 |
DisclosureSEC source: 0000109380-18-000155 · wf-form4_152720186415500.xml · nonDerivative · entry 1 SAVAGE STANLEY D · CIK 0001184843 · Exec VP & Pres. Of Subsidiary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 48,258 Read SEC document |
| March 20, 2018 Filed Dec 18, 2018 22:56 UTC | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | GrantDeferred Comp · Derivative | 114.223 | $0.00 | $0.00 |
DisclosureSEC source: 0000109380-18-000274 · wf-form4_154517377991326.xml · derivative · entry 1 SAVAGE STANLEY D · CIK 0001184843 · Exec VP & Pres. Of Subsidiary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,531.507 Underlying: Common Stock · 114.223 shares Expires not disclosed F1 · derivative.exercise_price: Each unit is the economic equivalent of one share of common stock. F2 · derivative.exercise_date: Shares are paid out in cash or stock upon date or age elected at time of deferral, or upon termination of employment. F2 · derivative.expiration_date: Shares are paid out in cash or stock upon date or age elected at time of deferral, or upon termination of employment. Read SEC document |
| February 26, 2018 Filed Feb 28, 2018 00:20 UTC | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | Tax withholdingCommon Stock | 164 | $56.29 | $9,231.56 |
DisclosureSEC source: 0000109380-18-000098 · wf-form4_151977722744310.xml · nonDerivative · entry 2 SAVAGE STANLEY D · CIK 0001184843 · Exec VP & Pres. Of Subsidiary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 48,467 Read SEC document |
| February 23, 2018 Filed Feb 28, 2018 00:20 UTC | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | GrantStock Option (right to buy) · Derivative | 2,585 | $55.68 Strike: $55.68 | $143,932.80 |
DisclosureSEC source: 0000109380-18-000098 · wf-form4_151977722744310.xml · derivative · entry 3 SAVAGE STANLEY D · CIK 0001184843 · Exec VP & Pres. Of Subsidiary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,585 Underlying: Common Stock · 2,585 shares Expires 2025-02-22 F2 · derivative.exercise_date: Grant has a graded vesting schedule. Date exercisable will vary for each vesting tranche. Read SEC document |
| February 23, 2018 Filed Feb 28, 2018 00:20 UTC | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | GrantCommon Stock | 2,371 | $55.68 | $132,017.28 |
DisclosureSEC source: 0000109380-18-000098 · wf-form4_151977722744310.xml · nonDerivative · entry 1 SAVAGE STANLEY D · CIK 0001184843 · Exec VP & Pres. Of Subsidiary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 48,631 F1 · price: Restricted stock units granted under the Zions Bancorporation 2015 Omnibus Incentive Plan. Units vest 25% per year for 4 years. Read SEC document |
| February 12, 2018 Filed Feb 13, 2018 18:54 UTC | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | Tax withholdingCommon Stock | 336 | $52.06 | $17,492.16 |
DisclosureSEC source: 0000109380-18-000037 · wf-form4_151854808540074.xml · nonDerivative · entry 1 SAVAGE STANLEY D · CIK 0001184843 · Exec VP & Pres. Of Subsidiary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 46,260 Read SEC document |
| June 12, 2017 Filed Jun 14, 2017 20:52 UTC | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | Tax withholdingCommon Stock | 69 | $42.93 | $2,962.17 |
DisclosureSEC source: 0000109380-17-000194 · wf-form4_149747354429552.xml · nonDerivative · entry 1 SAVAGE STANLEY D · CIK 0001184843 · Exec VP & Pres. Of Subsidiary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 46,596 Read SEC document |
| May 30, 2017 Filed Jun 1, 2017 20:47 UTC | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | Tax withholdingCommon Stock | 236 | $39.87 | $9,409.32 |
DisclosureSEC source: 0000109380-17-000160 · wf-form4_149635003981684.xml · nonDerivative · entry 1 SAVAGE STANLEY D · CIK 0001184843 · Exec VP & Pres. Of Subsidiary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 46,665 Read SEC document |
| May 24, 2017 Filed May 25, 2017 20:14 UTC | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | Tax withholdingCommon Stock | 247 | $40.70 | $10,052.90 |
DisclosureSEC source: 0000109380-17-000140 · wf-form4_149574325878529.xml · nonDerivative · entry 1 SAVAGE STANLEY D · CIK 0001184843 · Exec VP & Pres. Of Subsidiary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 46,901 Read SEC document |
| May 22, 2017 Filed May 24, 2017 21:09 UTC | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | Tax withholdingCommon Stock | 237 | $40.21 | $9,529.77 |
DisclosureSEC source: 0000109380-17-000125 · wf-form4_149566015915430.xml · nonDerivative · entry 1 SAVAGE STANLEY D · CIK 0001184843 · Exec VP & Pres. Of Subsidiary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 47,148 Read SEC document |
| March 14, 2017 Filed Jul 28, 2017 21:27 UTC | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | GrantDeferred Comp · Derivative | 94.2598 | $44.49 | $4,193.62 |
DisclosureSEC source: 0000109380-17-000220 · wf-form4_150127724358736.xml · derivative · entry 1 SAVAGE STANLEY D · CIK 0001184843 · Exec VP & Pres. Of Subsidiary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,402.472 Underlying: Common Stock · 94.2598 shares Expires not disclosed F1 · derivative.exercise_price: Each unit is the economic equivalent of one share of common stock. F2 · derivative.exercise_date: Shares are paid out in cash or stock upon date or age elected at time of deferral, or upon termination of employment. F2 · derivative.expiration_date: Shares are paid out in cash or stock upon date or age elected at time of deferral, or upon termination of employment. Read SEC document |
| February 24, 2017 Filed Feb 28, 2017 23:01 UTC | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | GrantStock Option (right to buy) · Derivative | 2,865 | $44.55 Strike: $44.55 | $127,635.75 |
DisclosureSEC source: 0000109380-17-000068 · wf-form4_148832288317382.xml · derivative · entry 2 SAVAGE STANLEY D · CIK 0001184843 · Exec VP & Pres. Of Subsidiary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,865 Underlying: Common Stock · 2,865 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 23:01 UTC | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | GrantCommon Stock | 2,963 | $44.55 | $132,001.65 |
DisclosureSEC source: 0000109380-17-000068 · wf-form4_148832288317382.xml · nonDerivative · entry 1 SAVAGE STANLEY D · CIK 0001184843 · Exec VP & Pres. Of Subsidiary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 47,385 Read SEC document |
| February 13, 2017 Filed Feb 14, 2017 19:55 UTC | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | Tax withholdingCommon Stock | 382 | $44.08 | $16,838.56 |
DisclosureSEC source: 0000109380-17-000041 · wf-form4_148710208827239.xml · nonDerivative · entry 1 SAVAGE STANLEY D · CIK 0001184843 · Exec VP & Pres. Of Subsidiary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 44,422 Read SEC document |
| January 25, 2017 Filed Jan 26, 2017 22:18 UTC | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | Tax withholdingCommon Stock | 241 | $43.28 | $10,430.48 |
DisclosureSEC source: 0000109380-17-000020 · wf-form4_148546911948756.xml · nonDerivative · entry 2 SAVAGE STANLEY D · CIK 0001184843 · Exec VP & Pres. Of Subsidiary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 44,804 Read SEC document |
| January 25, 2017 Filed Jan 26, 2017 22:18 UTC | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | Tax withholdingCommon Stock | 86 | $43.28 | $3,722.08 |
DisclosureSEC source: 0000109380-17-000020 · wf-form4_148546911948756.xml · nonDerivative · entry 1 SAVAGE STANLEY D · CIK 0001184843 · Exec VP & Pres. Of Subsidiary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 45,045 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.