Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ZION · Entity 3544 | Director · Chairman & CEO | August 11, 2026 | August 11, 2026 |
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 August 11, 2026 · Filed August 11, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 973,140 |
Reported balance
After 2026-08-11 transaction · row 1
1 source rowRow 1 · 2026-08-11 · Gift · Disposed 30,242 · Balance 973,140 F1: Bona fide gift |
| Common StockSEC Table I · non-derivative | IndirectBy Spouse | 353,353 |
Reported balance
After 2026-08-11 transaction · row 2
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 2 · 2026-08-11 · Gift · Acquired 30,242 · Balance 353,353 F1: Bona fide gift |
Filing footnotes · ownership attribution and instrument terms
F1: Bona fide gift
Past disclosures · reporting ended (2)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
Dominion Energy Midstream Partners, LP
Report date January 28, 2019 · Filed January 30, 2019
Section 16 reporting ended · disclosed 2019-01-30. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Units (Limited Partner Interests)SEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2019-01-28 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2019-01-28 · Disposition to issuer · Disposed 6,109 · Balance 0 F1: On January 28, 2019, pursuant to the Agreement and Plan of Merger dated November 26, 2018 ("Merger Agreement"), by and among the Issuer, Dominion Energy Midstream GP, LLC, the general partner of the Issuer, Tredegar Street Merger Sub, LLC ("Merger Sub"), and Dominion Energy, Inc. ("Dominion Energy"), Merger Sub merged with and into the Issuer (the "Merger"), with the Issuer surviving the Merger as a wholly owned subsidiary of Dominion Energy. Pursuant to the Merger Agreement, at the effective time of the Merger, each common unit representing limited partner interests in the Issuer ("Common Units") issued and outstanding immediately prior to the effective time of the Merger, other than any Common Unit held directly or indirectly by Dominion Energy, was converted into the right to receive 0.2492 shares of Dominion Energy common stock. On January 25, 2019 (the last trading day prior to consummation of the Merger), the closing price of one share of Dominion Energy common stock was $69.16. F2: Following the Merger, the Reporting Person no longer owns, directly or indirectly, any Common Units. |
Filing footnotes · ownership attribution and instrument terms
F1: On January 28, 2019, pursuant to the Agreement and Plan of Merger dated November 26, 2018 ("Merger Agreement"), by and among the Issuer, Dominion Energy Midstream GP, LLC, the general partner of the Issuer, Tredegar Street Merger Sub, LLC ("Merger Sub"), and Dominion Energy, Inc. ("Dominion Energy"), Merger Sub merged with and into the Issuer (the "Merger"), with the Issuer surviving the Merger as a wholly owned subsidiary of Dominion Energy. Pursuant to the Merger Agreement, at the effective time of the Merger, each common unit representing limited partner interests in the Issuer ("Common Units") issued and outstanding immediately prior to the effective time of the Merger, other than any Common Unit held directly or indirectly by Dominion Energy, was converted into the right to receive 0.2492 shares of Dominion Energy common stock. On January 25, 2019 (the last trading day prior to consummation of the Merger), the closing price of one share of Dominion Energy common stock was $69.16.
F2: Following the Merger, the Reporting Person no longer owns, directly or indirectly, any Common Units.
QUESTAR CORP
Report date September 16, 2016 · Filed September 19, 2016
Section 16 reporting ended · disclosed 2016-09-19. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2016-09-16 transaction · row 1
1 source rowRow 1 · 2016-09-16 · Disposition to issuer · Disposed 128,380 · Balance 0 |
| Phantom Stock UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 0 |
Reported balance
After 2016-09-16 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2016-09-16 · Disposition to issuer · Disposed 81,086.0136 · Balance 0 F1: Each phantom stock unit is the economic equivalent of one share of common stock. The shares of phantom stock become payable at the election of the reporting person, upon the reporting person's termination of service as a director. F2: Phantom Stock Units were to be settled in shares of Questar common stock following the reporting person's termination of employment with Questar, but each Phantom Stock Unit is being settled in connection with the Merger for an amount equal to the Merger consideration of $25 per share. F3: I have been granted restricted phantom stock under Questar's Long-term Stock Incentive Plan. Such units are credited with dividends. |
| Phantom Stock UnitsSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2016-09-16 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2016-09-16 · Disposition to issuer · Disposed 251,117.2361 · Balance 0 F1: Each phantom stock unit is the economic equivalent of one share of common stock. The shares of phantom stock become payable at the election of the reporting person, upon the reporting person's termination of service as a director. F2: Phantom Stock Units were to be settled in shares of Questar common stock following the reporting person's termination of employment with Questar, but each Phantom Stock Unit is being settled in connection with the Merger for an amount equal to the Merger consideration of $25 per share. F4: I defer my director's fees, and such fees are accounted for in phantom stock units that are credited with dividends. |
| Restricted Stock UnitSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2016-09-16 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2016-09-16 · Disposition to issuer · Disposed 13,175.521 · Balance 0 F5: Each deferred restricted stock unit represents a contingent right to receive one share of common stock. F6: Restricted Stock Units were to be settled in shares of Questar common stock following the reporting person's termination of employment with Questar, but each Restricted Stock Unit is being settled in connection with the Merger for an amount equal to the Merger consideration of $25 per share. |
Filing footnotes · ownership attribution and instrument terms
F1: Each phantom stock unit is the economic equivalent of one share of common stock. The shares of phantom stock become payable at the election of the reporting person, upon the reporting person's termination of service as a director.
F2: Phantom Stock Units were to be settled in shares of Questar common stock following the reporting person's termination of employment with Questar, but each Phantom Stock Unit is being settled in connection with the Merger for an amount equal to the Merger consideration of $25 per share.
F3: I have been granted restricted phantom stock under Questar's Long-term Stock Incentive Plan. Such units are credited with dividends.
F4: I defer my director's fees, and such fees are accounted for in phantom stock units that are credited with dividends.
F5: Each deferred restricted stock unit represents a contingent right to receive one share of common stock.
F6: Restricted Stock Units were to be settled in shares of Questar common stock following the reporting person's termination of employment with Questar, but each Restricted Stock Unit is being settled in connection with the Merger for an amount equal to the Merger consideration of $25 per share.
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 |
|---|---|---|---|---|---|---|
| December 11, 2018 Filed Dec 18, 2018 22:57 UTC | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | GiftCommon Stock | 37,000 | $0.00 | $0.00 |
DisclosureSEC source: 0000109380-18-000275 · wf-form4_154517381479822.xml · nonDerivative · entry 1 SIMMONS HARRIS H · CIK 0001182870 · Director · Chairman · & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,143,117 Read SEC document |
| December 11, 2018 Filed Jan 15, 2019 17:43 UTC Amendment | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | GiftCommon Stock | 37,000 | $0.00 | $0.00 |
DisclosureSEC source: 0000109380-19-000001 · wf-form4a_154757420805724.xml · nonDerivative · entry 1 SIMMONS HARRIS H · CIK 0001182870 · Director · Chairman · & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,143,117 Read SEC document |
| June 11, 2018 Filed Jun 13, 2018 19:22 UTC | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | Tax withholdingCommon Stock | 1,914 | $56.57 | $108,274.98 |
DisclosureSEC source: 0000109380-18-000205 · wf-form4_152891772674479.xml · nonDerivative · entry 2 SIMMONS HARRIS H · CIK 0001182870 · Director · Chairman · & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,180,117 Read SEC document |
| June 11, 2018 Filed Jun 13, 2018 19:22 UTC | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | Tax withholdingCommon Stock | 873 | $56.57 | $49,385.61 |
DisclosureSEC source: 0000109380-18-000205 · wf-form4_152891772674479.xml · nonDerivative · entry 1 SIMMONS HARRIS H · CIK 0001182870 · Director · Chairman · & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,182,031 Read SEC document |
| March 28, 2018 Filed Mar 29, 2018 19:20 UTC | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | Tax withholdingCommon Stock | 1,268 | $53.24 | $67,508.32 |
DisclosureSEC source: 0000109380-18-000108 · wf-form4_152235119594201.xml · nonDerivative · entry 1 SIMMONS HARRIS H · CIK 0001182870 · Director · Chairman · & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,182,904 Read SEC document |
| March 23, 2018 Filed Mar 27, 2018 20:39 UTC | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | GrantStock Option (right to buy) · Derivative | 23,424 | $51.23 Strike: $51.23 | $1,200,011.52 |
DisclosureSEC source: 0000109380-18-000106 · wf-form4_152218317733951.xml · derivative · entry 2 SIMMONS HARRIS H · CIK 0001182870 · Director · Chairman · & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,424 Underlying: Common Stock · 23,424 shares Expires 2025-03-22 F1 · derivative.exercise_date: Grant has a graded vesting schedule. Date exercisable will vary for each vesting tranche. Read SEC document |
| March 23, 2018 Filed Mar 27, 2018 20:39 UTC | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | GrantCommon Stock | 21,472 | $51.23 | $1,100,010.56 |
DisclosureSEC source: 0000109380-18-000106 · wf-form4_152218317733951.xml · nonDerivative · entry 1 SIMMONS HARRIS H · CIK 0001182870 · Director · Chairman · & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,184,172 Read SEC document |
| January 02, 2018 Filed Jan 4, 2018 21:21 UTC | Dominion Energy Midstream Partners, LP DM · Entity 160776 | GrantCommon Units (Limited Partner Interests) | 2,606 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-18-000655 · doc4.xml · nonDerivative · entry 1 SIMMONS HARRIS H · CIK 0001182870 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,109 F1 · shares: Equity retainer granted under the Dominion Midstream Partners, LP 2014 Long-Term Incentive Plan in a transaction exempt under Rule 16(b)-3. Read SEC document |
| December 15, 2017 Filed Dec 18, 2017 17:35 UTC | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | GiftCommon Stock | 2,240 | $0.00 | $0.00 |
DisclosureSEC source: 0000109380-17-000251 · wf-form4_151361848968549.xml · nonDerivative · entry 3 SIMMONS HARRIS H · CIK 0001182870 · Director · Chairman · & CEO 10b5-1 filing: Not disclosed Ownership: Indirect · Custodian for Minor Children Disclosed balance after: 48,958 F1 · price: Bona fide gift F2 · ownership.nature: The reporting person disclaims beneficial ownership of these securities, and this report shall not be deemed an admission that the reporting person is the beneficial owner of the securities for purposes of Section 16 or for any other purpose. Read SEC document |
| December 15, 2017 Filed Dec 18, 2017 17:35 UTC | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | GiftCommon Stock | 2,240 | $0.00 | $0.00 |
DisclosureSEC source: 0000109380-17-000251 · wf-form4_151361848968549.xml · nonDerivative · entry 2 SIMMONS HARRIS H · CIK 0001182870 · Director · Chairman · & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,162,700 F1 · price: Bona fide gift Read SEC document |
| December 15, 2017 Filed Dec 18, 2017 17:35 UTC | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | GiftCommon Stock | 5,460 | $0.00 | $0.00 |
DisclosureSEC source: 0000109380-17-000251 · wf-form4_151361848968549.xml · nonDerivative · entry 1 SIMMONS HARRIS H · CIK 0001182870 · Director · Chairman · & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,164,940 F1 · price: Bona fide gift Read SEC document |
| September 21, 2017 Filed Sep 21, 2017 21:21 UTC | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | GiftCommon Stock | 2,212 | $0.00 | $0.00 |
DisclosureSEC source: 0000109380-17-000235 · wf-form4_150602888138630.xml · nonDerivative · entry 1 SIMMONS HARRIS H · CIK 0001182870 · Director · Chairman · & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,170,400 F1 · price: Bona fide gift Read SEC document |
| June 12, 2017 Filed Jun 14, 2017 20:53 UTC | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | Tax withholdingCommon Stock | 2,032 | $42.93 | $87,233.76 |
DisclosureSEC source: 0000109380-17-000196 · wf-form4_149747358421517.xml · nonDerivative · entry 2 SIMMONS HARRIS H · CIK 0001182870 · Director · Chairman · & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,172,612 Read SEC document |
| June 12, 2017 Filed Jun 14, 2017 20:53 UTC | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | Tax withholdingCommon Stock | 926 | $42.93 | $39,753.18 |
DisclosureSEC source: 0000109380-17-000196 · wf-form4_149747358421517.xml · nonDerivative · entry 1 SIMMONS HARRIS H · CIK 0001182870 · Director · Chairman · & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,174,644 Read SEC document |
| May 25, 2017 Filed May 26, 2017 18:15 UTC | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | Tax withholdingCommon Stock | 1,003 | $40.88 | $41,002.64 |
DisclosureSEC source: 0000109380-17-000144 · wf-form4_149582252013787.xml · nonDerivative · entry 1 SIMMONS HARRIS H · CIK 0001182870 · Director · Chairman · & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,175,570 Read SEC document |
| March 24, 2017 Filed Mar 28, 2017 17:48 UTC | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | GrantStock Option (right to buy) · Derivative | 19,238 | $40.91 Strike: $40.91 | $787,026.58 |
DisclosureSEC source: 0000109380-17-000077 · wf-form4_149072326360780.xml · derivative · entry 2 SIMMONS HARRIS H · CIK 0001182870 · Director · Chairman, President · & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,238 Underlying: Common Stock · 19,238 shares Expires 2024-03-23 F1 · derivative.exercise_date: Grant has a graded vesting schedule. Date exercisable will vary for each vesting tranche. Read SEC document |
| March 24, 2017 Filed Mar 28, 2017 17:48 UTC | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | GrantCommon Stock | 18,773 | $40.91 | $768,003.43 |
DisclosureSEC source: 0000109380-17-000077 · wf-form4_149072326360780.xml · nonDerivative · entry 1 SIMMONS HARRIS H · CIK 0001182870 · Director · Chairman, President · & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,176,573 Read SEC document |
| March 14, 2017 Filed Jul 28, 2017 21:27 UTC | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | GrantDeferred Comp · Derivative | 303.1358 | $44.49 | $13,486.51 |
DisclosureSEC source: 0000109380-17-000221 · wf-form4_150127726102840.xml · derivative · entry 1 SIMMONS HARRIS H · CIK 0001182870 · Director · Chairman · & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,044.361 Underlying: Common Stock · 303.1358 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 |
| January 23, 2017 Filed Jan 23, 2017 22:26 UTC | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | GiftCommon Stock | 26,326 | $0.00 | $0.00 |
DisclosureSEC source: 0000109380-17-000010 · wf-form5_148521038507342.xml · nonDerivative · entry 1 SIMMONS HARRIS H · CIK 0001182870 · Director · Chairman, President · & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,157,800 F1 · price: Bona fide gift Read SEC document |
| January 03, 2017 Filed Jan 4, 2017 21:36 UTC | Dominion Energy Midstream Partners, LP DM · Entity 160776 | GrantCommon Units (Limited Partner Interests) | 2,685 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-17-000393 · doc4.xml · nonDerivative · entry 1 SIMMONS HARRIS H · CIK 0001182870 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,503 F1 · shares: Equity retainer granted under the Dominion Midstream Partners, LP 2014 Long-Term Incentive Plan in a transaction exempt under Rule 16(b)-3. Read SEC document |
| December 23, 2016 Filed Dec 28, 2016 16:52 UTC | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | GiftCommon Stock | 2,188 | $0.00 | $0.00 |
DisclosureSEC source: 0000109380-16-000535 · wf-form4_148294391777907.xml · nonDerivative · entry 2 SIMMONS HARRIS H · CIK 0001182870 · Director · Chairman, President · & CEO 10b5-1 filing: Not disclosed Ownership: Indirect · Custodian for Minor Children Disclosed balance after: 46,718 F1 · price: Bona fide gift F2 · ownership.nature: The reporting person disclaims beneficial ownership of these securities, and this report shall not be deemed an admission that the reporting person is the beneficial owner of the securities for purposes of Section 16 or for any other purpose. Read SEC document |
| December 23, 2016 Filed Dec 28, 2016 16:52 UTC | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | GiftCommon Stock | 2,188 | $0.00 | $0.00 |
DisclosureSEC source: 0000109380-16-000535 · wf-form4_148294391777907.xml · nonDerivative · entry 1 SIMMONS HARRIS H · CIK 0001182870 · Director · Chairman, President · & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,184,126 F1 · price: Bona fide gift Read SEC document |
| December 20, 2016 Filed Dec 22, 2016 22:01 UTC | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | GiftCommon Stock | 56,850 | $0.00 | $0.00 |
DisclosureSEC source: 0000109380-16-000534 · wf-form4_148244407428821.xml · nonDerivative · entry 1 SIMMONS HARRIS H · CIK 0001182870 · Director · Chairman, President · & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,186,314 F1 · price: Bona fide gift Read SEC document |
| October 24, 2016 Filed Oct 25, 2016 20:34 UTC | Dominion Energy Midstream Partners, LP DM · Entity 160776 | GrantCommon Units (Limited Partner Interests) | 818 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-16-040742 · doc4.xml · nonDerivative · entry 1 SIMMONS HARRIS H · CIK 0001182870 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 818 F1 · shares: Equity retainer granted under the Dominion Midstream Partners, LP 2014 Long-Term Incentive Plan in a transaction exempt under Rule 16(b)-3. Read SEC document |
| September 16, 2016 Filed Sep 19, 2016 19:13 UTC | QUESTAR CORP STR · Entity 182267 | Disposition to issuerRestricted Stock Unit · Derivative | 13,175.521 | $25.00 | $329,388.03 |
DisclosureSEC source: 0000751652-16-000436 · wf-form4_147432681699520.xml · derivative · entry 4 SIMMONS HARRIS H · CIK 0001182870 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 13,175.521 shares Expires not disclosed F5 · derivative.exercise_price: Each deferred restricted stock unit represents a contingent right to receive one share of common stock. F6 · derivative.exercise_date: Restricted Stock Units were to be settled in shares of Questar common stock following the reporting person's termination of employment with Questar, but each Restricted Stock Unit is being settled in connection with the Merger for an amount equal to the Merger consideration of $25 per share. F6 · derivative.expiration_date: Restricted Stock Units were to be settled in shares of Questar common stock following the reporting person's termination of employment with Questar, but each Restricted Stock Unit is being settled in connection with the Merger for an amount equal to the Merger consideration of $25 per share. Read SEC document |
| September 16, 2016 Filed Sep 19, 2016 19:13 UTC | QUESTAR CORP STR · Entity 182267 | Disposition to issuerPhantom Stock Units · Derivative | 251,117.2361 | $25.00 | $6,277,930.90 |
DisclosureSEC source: 0000751652-16-000436 · wf-form4_147432681699520.xml · derivative · entry 3 SIMMONS HARRIS H · CIK 0001182870 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Phantom Stock Units · 251,117.2361 shares Expires not disclosed F1 · derivative.exercise_price: Each phantom stock unit is the economic equivalent of one share of common stock. The shares of phantom stock become payable at the election of the reporting person, upon the reporting person's termination of service as a director. F2 · derivative.exercise_date: Phantom Stock Units were to be settled in shares of Questar common stock following the reporting person's termination of employment with Questar, but each Phantom Stock Unit is being settled in connection with the Merger for an amount equal to the Merger consideration of $25 per share. F2 · derivative.expiration_date: Phantom Stock Units were to be settled in shares of Questar common stock following the reporting person's termination of employment with Questar, but each Phantom Stock Unit is being settled in connection with the Merger for an amount equal to the Merger consideration of $25 per share. F4 · derivative.underlying: I defer my director's fees, and such fees are accounted for in phantom stock units that are credited with dividends. Read SEC document |
| September 16, 2016 Filed Sep 19, 2016 19:13 UTC | QUESTAR CORP STR · Entity 182267 | Disposition to issuerPhantom Stock Units · Derivative | 81,086.0136 | $25.00 Strike: $0.00 | $2,027,150.34 |
DisclosureSEC source: 0000751652-16-000436 · wf-form4_147432681699520.xml · derivative · entry 2 SIMMONS HARRIS H · CIK 0001182870 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Phantom Stock Units · 81,086.0136 shares Expires not disclosed F1 · derivative.exercise_price: Each phantom stock unit is the economic equivalent of one share of common stock. The shares of phantom stock become payable at the election of the reporting person, upon the reporting person's termination of service as a director. F2 · derivative.exercise_date: Phantom Stock Units were to be settled in shares of Questar common stock following the reporting person's termination of employment with Questar, but each Phantom Stock Unit is being settled in connection with the Merger for an amount equal to the Merger consideration of $25 per share. F2 · derivative.expiration_date: Phantom Stock Units were to be settled in shares of Questar common stock following the reporting person's termination of employment with Questar, but each Phantom Stock Unit is being settled in connection with the Merger for an amount equal to the Merger consideration of $25 per share. F3 · derivative.underlying: I have been granted restricted phantom stock under Questar's Long-term Stock Incentive Plan. Such units are credited with dividends. Read SEC document |
| September 16, 2016 Filed Sep 19, 2016 19:13 UTC | QUESTAR CORP STR · Entity 182267 | Disposition to issuerCommon Stock | 128,380 | $25.00 | $3,209,500.00 |
DisclosureSEC source: 0000751652-16-000436 · wf-form4_147432681699520.xml · nonDerivative · entry 1 SIMMONS HARRIS H · CIK 0001182870 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Read SEC document |
| September 12, 2016 Filed Sep 14, 2016 17:30 UTC | QUESTAR CORP STR · Entity 182267 | GrantPhantom Stock Units · Derivative | 704.8172 | $25.09 Strike: $0.00 | $17,683.86 |
DisclosureSEC source: 0000751652-16-000420 · wf-form4_147388863138507.xml · derivative · entry 3 SIMMONS HARRIS H · CIK 0001182870 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 81,086.0136 Underlying: Phantom Stock Units · 704.8172 shares Expires not disclosed F3 · derivative.exercise_price: Each phantom stock unit is the economic equivalent of one share of common stock. The shares of phantom stock become payable at the election of the reporting person, upon the reporting person's termination of service as a director. F4 · derivative.exercise_date: The shares of phantom stock become payable at the election of the reporting person, upon the reporting person's termination of service as a director. F4 · derivative.expiration_date: The shares of phantom stock become payable at the election of the reporting person, upon the reporting person's termination of service as a director. F6 · derivative.underlying: I have been granted restricted phantom stock under Questar's Long-term Stock Incentive Plan. Such units are credited with dividends. Read SEC document |
| September 12, 2016 Filed Sep 14, 2016 17:30 UTC | QUESTAR CORP STR · Entity 182267 | GrantPhantom Stock Units · Derivative | 2,182.7654 | $25.09 | $54,765.58 |
DisclosureSEC source: 0000751652-16-000420 · wf-form4_147388863138507.xml · derivative · entry 2 SIMMONS HARRIS H · CIK 0001182870 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 251,117.2361 Underlying: Phantom Stock Units · 2,182.7654 shares Expires not disclosed F3 · derivative.exercise_price: Each phantom stock unit is the economic equivalent of one share of common stock. The shares of phantom stock become payable at the election of the reporting person, upon the reporting person's termination of service as a director. F4 · derivative.exercise_date: The shares of phantom stock become payable at the election of the reporting person, upon the reporting person's termination of service as a director. F4 · derivative.expiration_date: The shares of phantom stock become payable at the election of the reporting person, upon the reporting person's termination of service as a director. F5 · derivative.underlying: I defer my director's fees, and such fees are accounted for in phantom stock units that are credited with dividends. Read SEC document |
| September 12, 2016 Filed Sep 14, 2016 17:30 UTC | QUESTAR CORP STR · Entity 182267 | GrantRestricted Stock Unit · Derivative | 114.5251 | $25.09 | $2,873.43 |
DisclosureSEC source: 0000751652-16-000420 · wf-form4_147388863138507.xml · derivative · entry 1 SIMMONS HARRIS H · CIK 0001182870 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,175.521 Underlying: Common Stock · 114.5251 shares Expires not disclosed F1 · derivative.exercise_price: Each deferred restricted stock unit represents a contingent right to receive one share of common stock. F2 · derivative.exercise_date: Vested shares will be delivered to the reporting person upon termination of service as a director. F2 · derivative.expiration_date: Vested shares will be delivered to the reporting person upon termination of service as a director. Read SEC document |
| January 29, 2016 Filed Jan 23, 2017 22:26 UTC | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | PurchaseCommon Stock Warrant · Derivative | 19,900 | $2.40 Strike: $0.00 | $47,760.00 |
DisclosureSEC source: 0000109380-17-000010 · wf-form5_148521038507342.xml · derivative · entry 6 SIMMONS HARRIS H · CIK 0001182870 · Director · Chairman, President · & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,000 Underlying: Common Stock · 19,900 shares Expires 2020-05-22 Read SEC document |
| January 29, 2016 Filed Jan 23, 2017 22:26 UTC | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | PurchaseCommon Stock Warrant · Derivative | 100 | $2.38 Strike: $0.00 | $238.00 |
DisclosureSEC source: 0000109380-17-000010 · wf-form5_148521038507342.xml · derivative · entry 5 SIMMONS HARRIS H · CIK 0001182870 · Director · Chairman, President · & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,100 Underlying: Common Stock · 100 shares Expires 2020-05-22 Read SEC document |
| January 29, 2016 Filed Jan 23, 2017 22:26 UTC | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | PurchaseCommon Stock Warrant · Derivative | 1,000 | $2.25 Strike: $0.00 | $2,250.00 |
DisclosureSEC source: 0000109380-17-000010 · wf-form5_148521038507342.xml · derivative · entry 4 SIMMONS HARRIS H · CIK 0001182870 · Director · Chairman, President · & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,000 Underlying: Common Stock · 1,000 shares Expires 2020-05-22 Read SEC document |
| January 29, 2016 Filed Jan 23, 2017 22:26 UTC | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | PurchaseCommon Stock Warrant · Derivative | 3,800 | $2.24 Strike: $0.00 | $8,512.00 |
DisclosureSEC source: 0000109380-17-000010 · wf-form5_148521038507342.xml · derivative · entry 3 SIMMONS HARRIS H · CIK 0001182870 · Director · Chairman, President · & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,000 Underlying: Common Stock · 3,800 shares Expires 2020-05-22 Read SEC document |
| January 29, 2016 Filed Jan 23, 2017 22:26 UTC | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | PurchaseCommon Stock Warrant · Derivative | 200 | $2.22 Strike: $0.00 | $444.00 |
DisclosureSEC source: 0000109380-17-000010 · wf-form5_148521038507342.xml · derivative · entry 2 SIMMONS HARRIS H · CIK 0001182870 · Director · Chairman, President · & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 200 Underlying: Common Stock · 200 shares Expires 2020-05-22 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.