Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ZION · Entity 3544 | Executive Vice President | August 04, 2026 | August 05, 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 04, 2026 · Filed August 05, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 32,889.636 |
Ending reported balance
After 2026-08-04 transaction · row 4
4 source rows · reconciled sequenceRow 1 · 2026-08-04 · Exercise / conversion · Acquired 3,705 · Balance 36,594.636 Row 2 · 2026-08-04 · Sale · Disposed 3,705 · Balance 32,889.636 Row 3 · 2026-08-04 · Exercise / conversion · Acquired 903 · Balance 33,792.636 Row 4 · 2026-08-04 · Sale · Disposed 903 · Balance 32,889.636 |
| Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $45.65 · Expires 2027-02-09 | Direct | 903 |
Reported balance
After 2026-08-04 transaction · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · 2026-08-04 · Exercise / conversion · Disposed 3,705 · Balance 903 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 $45.65 · Expires 2027-02-09 | Direct | 0 |
Reported balance
After 2026-08-04 transaction · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · 2026-08-04 · Exercise / conversion · Disposed 903 · 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 |
|---|---|---|---|---|---|---|
| February 25, 2021 Filed Feb 26, 2021 21:54 UTC | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | SaleCommon Stock | 304 | $56.93 | $17,306.11 |
DisclosureSEC source: 0000109380-21-000107 · wf-form4_161437643823066.xml · nonDerivative · entry 2 Law Scott A. · CIK 0001777947 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,522.636 Read SEC document |
| February 25, 2021 Filed Feb 26, 2021 21:54 UTC | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | Exercise / conversionCommon Stock | 600 | $28.59 | $17,154.00 |
DisclosureSEC source: 0000109380-21-000107 · wf-form4_161437643823066.xml · nonDerivative · entry 1 Law Scott A. · CIK 0001777947 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,826.636 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 24, 2021 Filed Feb 26, 2021 00:47 UTC | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | Tax withholdingCommon Stock | 158 | $56.78 | $8,971.24 |
DisclosureSEC source: 0000109380-21-000095 · wf-form4_161430040101810.xml · nonDerivative · entry 2 Law Scott A. · CIK 0001777947 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,226.636 Read SEC document |
| February 23, 2021 Filed Feb 26, 2021 00:47 UTC | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | Tax withholdingCommon Stock | 126 | $54.17 | $6,825.42 |
DisclosureSEC source: 0000109380-21-000095 · wf-form4_161430040101810.xml · nonDerivative · entry 1 Law Scott A. · CIK 0001777947 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,384.636 Read SEC document |
| February 19, 2021 Filed Feb 23, 2021 01:19 UTC | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | SaleCommon Stock | 1,500 | $51.81 | $77,707.50 |
DisclosureSEC source: 0000109380-21-000076 · wf-form4_161404312615083.xml · nonDerivative · entry 1 Law Scott A. · CIK 0001777947 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,510.636 Read SEC document |
| February 10, 2021 Filed Feb 12, 2021 02:09 UTC | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | Tax withholdingCommon Stock | 294 | $49.58 | $14,576.52 |
DisclosureSEC source: 0000109380-21-000060 · wf-form4_161309573453703.xml · nonDerivative · entry 1 Law Scott A. · CIK 0001777947 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,010.636 Read SEC document |
| February 08, 2021 Filed Feb 11, 2021 01:25 UTC | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | GrantStock Option (right to buy) · Derivative | 4,921 | $48.65 Strike: $48.65 | $239,406.65 |
DisclosureSEC source: 0000109380-21-000038 · wf-form4_161300670506299.xml · derivative · entry 2 Law Scott A. · CIK 0001777947 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,921 Underlying: Common Stock · 4,921 shares Expires 2028-02-07 F1 · derivative.exercise_date: Grant has a graded vesting schedule. Date exercisable will vary for each vesting tranche. Read SEC document |
| February 08, 2021 Filed Feb 11, 2021 01:25 UTC | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | GrantCommon Stock | 3,179 | $48.65 | $154,658.35 |
DisclosureSEC source: 0000109380-21-000038 · wf-form4_161300670506299.xml · nonDerivative · entry 1 Law Scott A. · CIK 0001777947 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,304.636 Read SEC document |
| June 01, 2020 Filed Jun 2, 2020 20:16 UTC | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | Tax withholdingCommon Stock | 112 | $33.42 | $3,743.04 |
DisclosureSEC source: 0000109380-20-000184 · wf-form4_159112895012071.xml · nonDerivative · entry 1 Law Scott A. · CIK 0001777947 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,125.636 Read SEC document |
| May 05, 2020 Filed May 6, 2020 21:04 UTC | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | Exercise / conversionStock Option (right to buy) · Derivative | 257 | $27.49 Strike: $27.49 | $7,064.93 |
DisclosureSEC source: 0000109380-20-000175 · wf-form4_158879905185119.xml · derivative · entry 3 Law Scott A. · CIK 0001777947 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 257 shares Expires 2020-05-23 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 |
| May 05, 2020 Filed May 6, 2020 21:04 UTC | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | SaleCommon Stock | 226 | $31.24 | $7,059.11 |
DisclosureSEC source: 0000109380-20-000175 · wf-form4_158879905185119.xml · nonDerivative · entry 2 Law Scott A. · CIK 0001777947 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,237.636 Read SEC document |
| May 05, 2020 Filed May 6, 2020 21:04 UTC | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | Exercise / conversionCommon Stock | 257 | $27.49 | $7,064.93 |
DisclosureSEC source: 0000109380-20-000175 · wf-form4_158879905185119.xml · nonDerivative · entry 1 Law Scott A. · CIK 0001777947 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,463.636 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 |
| March 02, 2020 Filed Mar 4, 2020 22:58 UTC | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | Tax withholdingCommon Stock | 145 | $41.30 | $5,988.50 |
DisclosureSEC source: 0000109380-20-000125 · wf-form4_158336268652272.xml · nonDerivative · entry 1 Law Scott A. · CIK 0001777947 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,206.636 Read SEC document |
| February 24, 2020 Filed Feb 26, 2020 18:43 UTC | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | Tax withholdingCommon Stock | 126 | $43.76 | $5,513.76 |
DisclosureSEC source: 0000109380-20-000103 · wf-form4_158274257477779.xml · nonDerivative · entry 2 Law Scott A. · CIK 0001777947 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,351.636 Read SEC document |
| February 24, 2020 Filed Feb 26, 2020 18:43 UTC | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | Tax withholdingCommon Stock | 158 | $43.76 | $6,914.08 |
DisclosureSEC source: 0000109380-20-000103 · wf-form4_158274257477779.xml · nonDerivative · entry 1 Law Scott A. · CIK 0001777947 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,477.636 Read SEC document |
| February 12, 2020 Filed Feb 13, 2020 23:16 UTC | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | Tax withholdingCommon Stock | 274 | $46.11 | $12,634.14 |
DisclosureSEC source: 0000109380-20-000079 · wf-form4_158163574437266.xml · nonDerivative · entry 1 Law Scott A. · CIK 0001777947 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,635.636 Read SEC document |
| February 10, 2020 Filed Feb 13, 2020 00:20 UTC | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | GrantStock Option (right to buy) · Derivative | 4,608 | $45.65 Strike: $45.65 | $210,355.20 |
DisclosureSEC source: 0000109380-20-000055 · wf-form4_158155320967050.xml · derivative · entry 2 Law Scott A. · CIK 0001777947 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,608 Underlying: Common Stock · 4,608 shares Expires 2027-02-09 F1 · derivative.exercise_date: Grant has a graded vesting schedule. Date exercisable will vary for each vesting tranche. Read SEC document |
| February 10, 2020 Filed Feb 13, 2020 00:20 UTC | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | GrantCommon Stock | 3,388 | $45.65 | $154,662.20 |
DisclosureSEC source: 0000109380-20-000055 · wf-form4_158155320967050.xml · nonDerivative · entry 1 Law Scott A. · CIK 0001777947 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,909.636 Read SEC document |
| November 25, 2019 Filed Nov 26, 2019 22:01 UTC | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | SaleCommon Stock | 400 | $50.02 | $20,006.00 |
DisclosureSEC source: 0000109380-19-000217 · wf-form4_157480568287373.xml · nonDerivative · entry 2 Law Scott A. · CIK 0001777947 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,521.636 Read SEC document |
| November 25, 2019 Filed Nov 26, 2019 22:01 UTC | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | SaleCommon Stock | 92 | $50.01 | $4,601.01 |
DisclosureSEC source: 0000109380-19-000217 · wf-form4_157480568287373.xml · nonDerivative · entry 1 Law Scott A. · CIK 0001777947 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,921.636 Read SEC document |
| May 31, 2019 Filed Jun 6, 2019 16:17 UTC | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | GrantStock Option (right to buy) · Derivative | 1,974 | $43.07 Strike: $43.07 | $85,020.18 |
DisclosureSEC source: 0000109380-19-000168 · wf-form4_155983784090534.xml · derivative · entry 2 Law Scott A. · CIK 0001777947 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,974 Underlying: Common Stock · 1,974 shares Expires 2026-05-30 F1 · derivative.exercise_date: Grant has a graded vesting schedule. Date exercisable will vary for each vesting tranche. Read SEC document |
| May 31, 2019 Filed Jun 6, 2019 16:17 UTC | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | GrantCommon Stock | 1,522 | $43.07 | $65,552.54 |
DisclosureSEC source: 0000109380-19-000168 · wf-form4_155983784090534.xml · nonDerivative · entry 1 Law Scott A. · CIK 0001777947 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,946.8 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.