Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ZION · Entity 3544 | Director | November 09, 2016 | November 10, 2016 |
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 November 09, 2016 · Filed November 10, 2016
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 423,162 |
Ending reported balance
After 2016-11-09 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2016-11-09 · Exercise / conversion · Acquired 32,888.794 · Balance 456,050.794 Row 2 · 2016-11-09 · Disposition to issuer · Disposed 32,888.794 · Balance 423,162 |
| Deferred CompSEC Table II · derivative / convertible security | Direct | 25,035.205 |
Reported balance
After 2016-11-09 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2016-11-09 · Exercise / conversion · Disposed 32,888.794 · Balance 25,035.205 F1: Each unit is the economic equivalent of one share of common stock. F2: The phantom stock units are settled in cash upon the earlier of death or retirement. |
Filing footnotes · ownership attribution and instrument terms
F1: Each unit is the economic equivalent of one share of common stock.
F2: The phantom stock units are settled in cash upon the earlier of death or retirement.
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 09, 2016 Filed Nov 10, 2016 22:35 UTC | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | Exercise / conversionDeferred Comp · Derivative | 32,888.794 | $0.00 | $0.00 |
DisclosureSEC source: 0000109380-16-000524 · wf-form4_147881729861033.xml · derivative · entry 3 SIMMONS L E · CIK 0001085551 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,035.205 Underlying: Common Stock · 32,888.794 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 unit is the economic equivalent of one share of common stock. F2 · derivative.exercise_date: The phantom stock units are settled in cash upon the earlier of death or retirement. F2 · derivative.expiration_date: The phantom stock units are settled in cash upon the earlier of death or retirement. Read SEC document |
| November 09, 2016 Filed Nov 10, 2016 22:35 UTC | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | Disposition to issuerCommon Stock | 32,888.794 | $34.32 | $1,128,796.03 |
DisclosureSEC source: 0000109380-16-000524 · wf-form4_147881729861033.xml · nonDerivative · entry 2 SIMMONS L E · CIK 0001085551 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 423,162 Read SEC document |
| November 09, 2016 Filed Nov 10, 2016 22:35 UTC | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | Exercise / conversionCommon Stock | 32,888.794 | $0.00 | $0.00 |
DisclosureSEC source: 0000109380-16-000524 · wf-form4_147881729861033.xml · nonDerivative · entry 1 SIMMONS L E · CIK 0001085551 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 456,050.794 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 02, 2016 Filed Nov 3, 2016 19:52 UTC | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | GrantDeferred Comp · Derivative | 107.03 | $31.14 | $3,332.91 |
DisclosureSEC source: 0000109380-16-000519 · wf-form4_147820276304251.xml · derivative · entry 1 SIMMONS L E · CIK 0001085551 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 57,923.999 Underlying: Common Stock · 107.03 shares Expires not disclosed F1 · derivative.exercise_price: Each unit is the economic equivalent of one share of common stock. F2 · derivative.exercise_date: The phantom stock units are settled in cash upon the earlier of death or retirement. F2 · derivative.expiration_date: The phantom stock units are settled in cash upon the earlier of death or retirement. Read SEC document |
| October 05, 2016 Filed Oct 7, 2016 19:32 UTC | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | GrantDeferred Comp · Derivative | 501.396 | $31.91 | $15,999.55 |
DisclosureSEC source: 0000109380-16-000513 · wf-form4_147586875307129.xml · derivative · entry 1 SIMMONS L E · CIK 0001085551 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 57,816.969 Underlying: Common Stock · 501.396 shares Expires not disclosed F1 · derivative.exercise_price: Each unit is the economic equivalent of one share of common stock. F2 · derivative.exercise_date: The phantom stock units are settled in cash upon the earlier of death or retirement. F2 · derivative.expiration_date: The phantom stock units are settled in cash upon the earlier of death or retirement. 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.