Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| CENTERPOINT ENERGY INCCNP · Entity 3178 | Director | May 01, 2020 | May 05, 2020 |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ZION · Entity 3544 | President · & COO | August 03, 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.
CENTERPOINT ENERGY INC
Report date May 01, 2020 · Filed May 05, 2020
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 39,928 |
Reported balance
After 2020-05-01 transaction · row 1
1 source rowRow 1 · 2020-05-01 · Grant · Acquired 9,113 · Balance 39,928 F1: Shares of common stock granted under the Issuer's Stock Plan for Outside Directors, as amended and restated. |
Filing footnotes · ownership attribution and instrument terms
F1: Shares of common stock granted under the Issuer's Stock Plan for Outside Directors, as amended and restated.
ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/
Report date August 03, 2026 · Filed August 05, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 74,934 |
Ending reported balance
After 2026-08-04 transaction · row 8
7 source rows · reconciled sequenceRow 1 · 2026-08-03 · Sale · Disposed 18,000 · Balance 70,988 F1: This transaction was executed in multiple trades at prices ranging from $70.31 to $70.92. The price reported above reflects the weighted average sales price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was affected. Row 3 · 2026-08-04 · Exercise / conversion · Acquired 2,055 · Balance 73,043 Row 4 · 2026-08-04 · Exercise / conversion · Acquired 18,820 · Balance 91,863 Row 5 · 2026-08-04 · Sale · Disposed 18,820 · Balance 73,043 Row 6 · 2026-08-04 · Exercise / conversion · Acquired 1,891 · Balance 74,934 Row 7 · 2026-08-04 · Exercise / conversion · Acquired 14,465 · Balance 89,399 Row 8 · 2026-08-04 · Sale · Disposed 14,465 · Balance 74,934 |
| Common StockSEC Table I · non-derivative | IndirectBy 401(k) Plan | 22,490.923 |
Reported balance
After 2026-08-03 transaction · row 2
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 2 · 2026-08-03 · Sale · Disposed 32,000 · Balance 22,490.923 |
| Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $48.65 · Expires 2028-02-07 | Direct | 18,820 |
Reported balance
After 2026-08-04 transaction · row 9
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 9 · 2026-08-04 · Exercise / conversion · Disposed 2,055 · Balance 18,820 F2: 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 $48.65 · Expires 2028-02-07 | Direct | 0 |
Reported balance
After 2026-08-04 transaction · row 10
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 10 · 2026-08-04 · Exercise / conversion · Disposed 18,820 · Balance 0 F2: 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 $52.90 · Expires 2030-02-12 | Direct | 14,465 |
Reported balance
After 2026-08-04 transaction · row 11
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 11 · 2026-08-04 · Exercise / conversion · Disposed 1,891 · Balance 14,465 F2: 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 $52.90 · Expires 2030-02-12 | Direct | 0 |
Reported balance
After 2026-08-04 transaction · row 12
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 12 · 2026-08-04 · Exercise / conversion · Disposed 14,465 · Balance 0 F2: Grant has a graded vesting schedule. Date exercisable will vary for each vesting tranche. |
Filing footnotes · ownership attribution and instrument terms
F1: This transaction was executed in multiple trades at prices ranging from $70.31 to $70.92. The price reported above reflects the weighted average sales price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was affected.
F2: 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 04, 2026 Filed Aug 5, 2026 20:33 UTC | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | Exercise / conversionStock Option (right to buy) · Derivative | 14,465 | $52.90 Strike: $52.90 | $765,198.50 |
DisclosureSEC source: 0000109380-26-000109 · wk-form4_1785962016.xml · derivative · entry 12 MCLEAN SCOTT J · CIK 0001186735 · President · & COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 14,465 shares Expires 2030-02-12 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. F2 · derivative.exercise_date: Grant has a graded vesting schedule. Date exercisable will vary for each vesting tranche. Read SEC document |
| August 04, 2026 Filed Aug 5, 2026 20:33 UTC | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | Exercise / conversionStock Option (right to buy) · Derivative | 1,891 | $52.90 Strike: $52.90 | $100,033.90 |
DisclosureSEC source: 0000109380-26-000109 · wk-form4_1785962016.xml · derivative · entry 11 MCLEAN SCOTT J · CIK 0001186735 · President · & COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 14,465 Underlying: Common Stock · 1,891 shares Expires 2030-02-12 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. F2 · derivative.exercise_date: Grant has a graded vesting schedule. Date exercisable will vary for each vesting tranche. Read SEC document |
| August 04, 2026 Filed Aug 5, 2026 20:33 UTC | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | Exercise / conversionStock Option (right to buy) · Derivative | 18,820 | $48.65 Strike: $48.65 | $915,593.00 |
DisclosureSEC source: 0000109380-26-000109 · wk-form4_1785962016.xml · derivative · entry 10 MCLEAN SCOTT J · CIK 0001186735 · President · & COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 18,820 shares Expires 2028-02-07 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. F2 · derivative.exercise_date: Grant has a graded vesting schedule. Date exercisable will vary for each vesting tranche. Read SEC document |
| August 04, 2026 Filed Aug 5, 2026 20:33 UTC | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | Exercise / conversionStock Option (right to buy) · Derivative | 2,055 | $48.65 Strike: $48.65 | $99,975.75 |
DisclosureSEC source: 0000109380-26-000109 · wk-form4_1785962016.xml · derivative · entry 9 MCLEAN SCOTT J · CIK 0001186735 · President · & COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 18,820 Underlying: Common Stock · 2,055 shares Expires 2028-02-07 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. F2 · derivative.exercise_date: Grant has a graded vesting schedule. Date exercisable will vary for each vesting tranche. Read SEC document |
| August 04, 2026 Filed Aug 5, 2026 20:33 UTC | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | SaleCommon Stock | 14,465 | $70.63 | $1,021,662.95 |
DisclosureSEC source: 0000109380-26-000109 · wk-form4_1785962016.xml · nonDerivative · entry 8 MCLEAN SCOTT J · CIK 0001186735 · President · & COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 74,934 Read SEC document |
| August 04, 2026 Filed Aug 5, 2026 20:33 UTC | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | Exercise / conversionCommon Stock | 14,465 | $52.90 | $765,198.50 |
DisclosureSEC source: 0000109380-26-000109 · wk-form4_1785962016.xml · nonDerivative · entry 7 MCLEAN SCOTT J · CIK 0001186735 · President · & COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 89,399 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 |
| August 04, 2026 Filed Aug 5, 2026 20:33 UTC | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | Exercise / conversionCommon Stock | 1,891 | $52.90 | $100,033.90 |
DisclosureSEC source: 0000109380-26-000109 · wk-form4_1785962016.xml · nonDerivative · entry 6 MCLEAN SCOTT J · CIK 0001186735 · President · & COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 74,934 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 |
| August 04, 2026 Filed Aug 5, 2026 20:33 UTC | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | SaleCommon Stock | 18,820 | $70.63 | $1,329,256.60 |
DisclosureSEC source: 0000109380-26-000109 · wk-form4_1785962016.xml · nonDerivative · entry 5 MCLEAN SCOTT J · CIK 0001186735 · President · & COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 73,043 Read SEC document |
| August 04, 2026 Filed Aug 5, 2026 20:33 UTC | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | Exercise / conversionCommon Stock | 18,820 | $48.65 | $915,593.00 |
DisclosureSEC source: 0000109380-26-000109 · wk-form4_1785962016.xml · nonDerivative · entry 4 MCLEAN SCOTT J · CIK 0001186735 · President · & COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 91,863 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 |
| August 04, 2026 Filed Aug 5, 2026 20:33 UTC | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | Exercise / conversionCommon Stock | 2,055 | $48.65 | $99,975.75 |
DisclosureSEC source: 0000109380-26-000109 · wk-form4_1785962016.xml · nonDerivative · entry 3 MCLEAN SCOTT J · CIK 0001186735 · President · & COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 73,043 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 |
| August 03, 2026 Filed Aug 5, 2026 20:33 UTC | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | SaleCommon Stock | 32,000 | $70.84 | $2,266,880.00 |
DisclosureSEC source: 0000109380-26-000109 · wk-form4_1785962016.xml · nonDerivative · entry 2 MCLEAN SCOTT J · CIK 0001186735 · President · & COO 10b5-1 filing: No plan indicated Ownership: Indirect · By 401(k) Plan Disclosed balance after: 22,490.923 Read SEC document |
| August 03, 2026 Filed Aug 5, 2026 20:33 UTC | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | SaleCommon Stock | 18,000 | $70.56 | $1,270,011.60 |
DisclosureSEC source: 0000109380-26-000109 · wk-form4_1785962016.xml · nonDerivative · entry 1 MCLEAN SCOTT J · CIK 0001186735 · President · & COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 70,988 F1 · price: This transaction was executed in multiple trades at prices ranging from $70.31 to $70.92. The price reported above reflects the weighted average sales price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was affected. Read SEC document |
| July 28, 2026 Filed Jul 29, 2026 20:55 UTC | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | SaleCommon Stock | 6,650 | $0.00 | $0.00 |
DisclosureSEC source: 0000109380-26-000105 · wk-form4_1785358520.xml · nonDerivative · entry 1 MCLEAN SCOTT J · CIK 0001186735 · President · & COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 88,988 F1 · price: Bona fide gift Read SEC document |
| February 13, 2026 Filed Feb 17, 2026 21:42 UTC | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | Tax withholdingCommon Stock | 1,285 | $61.26 | $78,719.10 |
DisclosureSEC source: 0000109380-26-000035 · wk-form4_1771364543.xml · nonDerivative · entry 3 MCLEAN SCOTT J · CIK 0001186735 · President · & COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 95,638 Read SEC document |
| February 12, 2026 Filed Feb 17, 2026 21:42 UTC | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | GrantCommon Stock | 15,973 | $60.19 | $961,414.87 |
DisclosureSEC source: 0000109380-26-000035 · wk-form4_1771364543.xml · nonDerivative · entry 2 MCLEAN SCOTT J · CIK 0001186735 · President · & COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 96,923 Read SEC document |
| February 12, 2026 Filed Feb 17, 2026 21:42 UTC | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | Tax withholdingCommon Stock | 1,677 | $60.19 | $100,938.63 |
DisclosureSEC source: 0000109380-26-000035 · wk-form4_1771364543.xml · nonDerivative · entry 1 MCLEAN SCOTT J · CIK 0001186735 · President · & COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 80,950 Read SEC document |
| February 11, 2026 Filed Feb 12, 2026 21:31 UTC | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | Tax withholdingCommon Stock | 1,033 | $62.91 | $64,986.03 |
DisclosureSEC source: 0000109380-26-000025 · wk-form4_1770931906.xml · nonDerivative · entry 2 MCLEAN SCOTT J · CIK 0001186735 · President · & COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 82,627 Read SEC document |
| February 10, 2026 Filed Feb 12, 2026 21:31 UTC | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | Tax withholdingCommon Stock | 780 | $64.08 | $49,982.40 |
DisclosureSEC source: 0000109380-26-000025 · wk-form4_1770931906.xml · nonDerivative · entry 1 MCLEAN SCOTT J · CIK 0001186735 · President · & COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 83,660 Read SEC document |
| February 02, 2026 Filed Feb 3, 2026 21:45 UTC | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | Exercise / conversionStock Option (right to buy) · Derivative | 17,315 | $45.65 Strike: $45.65 | $790,429.75 |
DisclosureSEC source: 0000109380-26-000012 · wk-form4_1770155145.xml · derivative · entry 10 MCLEAN SCOTT J · CIK 0001186735 · President · & COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 17,315 shares Expires 2027-02-09 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. F3 · derivative.exercise_date: Grant has a graded vesting schedule. Date exercisable will vary for each vesting tranche. Read SEC document |
| February 02, 2026 Filed Feb 3, 2026 21:45 UTC | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | Exercise / conversionStock Option (right to buy) · Derivative | 2,190 | $45.65 Strike: $45.65 | $99,973.50 |
DisclosureSEC source: 0000109380-26-000012 · wk-form4_1770155145.xml · derivative · entry 9 MCLEAN SCOTT J · CIK 0001186735 · President · & COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 17,315 Underlying: Common Stock · 2,190 shares Expires 2027-02-09 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. F3 · derivative.exercise_date: Grant has a graded vesting schedule. Date exercisable will vary for each vesting tranche. Read SEC document |
| February 02, 2026 Filed Feb 3, 2026 21:45 UTC | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | Exercise / conversionStock Option (right to buy) · Derivative | 11,665 | $51.17 Strike: $51.17 | $596,898.05 |
DisclosureSEC source: 0000109380-26-000012 · wk-form4_1770155145.xml · derivative · entry 8 MCLEAN SCOTT J · CIK 0001186735 · President · & COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 11,665 shares Expires 2026-02-28 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. F3 · derivative.exercise_date: Grant has a graded vesting schedule. Date exercisable will vary for each vesting tranche. Read SEC document |
| February 02, 2026 Filed Feb 3, 2026 21:45 UTC | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | Exercise / conversionStock Option (right to buy) · Derivative | 1,955 | $51.17 Strike: $51.17 | $100,037.35 |
DisclosureSEC source: 0000109380-26-000012 · wk-form4_1770155145.xml · derivative · entry 7 MCLEAN SCOTT J · CIK 0001186735 · President · & COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,665 Underlying: Common Stock · 1,955 shares Expires 2026-02-28 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. F3 · derivative.exercise_date: Grant has a graded vesting schedule. Date exercisable will vary for each vesting tranche. Read SEC document |
| February 02, 2026 Filed Feb 3, 2026 21:45 UTC | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | SaleCommon Stock | 17,315 | $61.15 | $1,058,760.31 |
DisclosureSEC source: 0000109380-26-000012 · wk-form4_1770155145.xml · nonDerivative · entry 6 MCLEAN SCOTT J · CIK 0001186735 · President · & COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 84,440 F2 · price: This transaction was executed in multiple trades at prices ranging from $61.13 to $61.19. The price reported above reflects the weighted average sales price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was affected. Read SEC document |
| February 02, 2026 Filed Feb 3, 2026 21:45 UTC | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | Exercise / conversionCommon Stock | 17,315 | $45.65 | $790,429.75 |
DisclosureSEC source: 0000109380-26-000012 · wk-form4_1770155145.xml · nonDerivative · entry 5 MCLEAN SCOTT J · CIK 0001186735 · President · & COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 101,755 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 02, 2026 Filed Feb 3, 2026 21:45 UTC | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | Exercise / conversionCommon Stock | 2,190 | $45.65 | $99,973.50 |
DisclosureSEC source: 0000109380-26-000012 · wk-form4_1770155145.xml · nonDerivative · entry 4 MCLEAN SCOTT J · CIK 0001186735 · President · & COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 84,440 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 02, 2026 Filed Feb 3, 2026 21:45 UTC | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | SaleCommon Stock | 11,665 | $61.14 | $713,233.10 |
DisclosureSEC source: 0000109380-26-000012 · wk-form4_1770155145.xml · nonDerivative · entry 3 MCLEAN SCOTT J · CIK 0001186735 · President · & COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 82,250 F1 · price: This transaction was executed in multiple trades at prices ranging from $61.12 to $61.20. The price reported above reflects the weighted average sales price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was affected. Read SEC document |
| February 02, 2026 Filed Feb 3, 2026 21:45 UTC | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | Exercise / conversionCommon Stock | 11,665 | $51.17 | $596,898.05 |
DisclosureSEC source: 0000109380-26-000012 · wk-form4_1770155145.xml · nonDerivative · entry 2 MCLEAN SCOTT J · CIK 0001186735 · President · & COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 93,915 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 02, 2026 Filed Feb 3, 2026 21:45 UTC | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | Exercise / conversionCommon Stock | 1,955 | $51.17 | $100,037.35 |
DisclosureSEC source: 0000109380-26-000012 · wk-form4_1770155145.xml · nonDerivative · entry 1 MCLEAN SCOTT J · CIK 0001186735 · President · & COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 82,250 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 |
| December 15, 2025 Filed Dec 17, 2025 21:37 UTC | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | Tax withholdingCommon Stock | 622 | $54.08 | $33,637.76 |
DisclosureSEC source: 0000109380-25-000134 · wk-form4_1766007427.xml · nonDerivative · entry 1 MCLEAN SCOTT J · CIK 0001186735 · President · & COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 80,295 Read SEC document |
| July 30, 2025 Filed Jul 31, 2025 20:46 UTC | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | GiftCommon Stock | 5,900 | $0.00 | $0.00 |
DisclosureSEC source: 0000109380-25-000095 · wk-form4_1753994783.xml · nonDerivative · entry 1 MCLEAN SCOTT J · CIK 0001186735 · President · & COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 80,917 F1 · price: Bona fide gift Read SEC document |
| February 13, 2025 Filed Feb 14, 2025 21:33 UTC | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | Tax withholdingCommon Stock | 764 | $55.45 | $42,363.80 |
DisclosureSEC source: 0000109380-25-000027 · wk-form4_1739568795.xml · nonDerivative · entry 2 MCLEAN SCOTT J · CIK 0001186735 · President · & COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 86,817 Read SEC document |
| February 12, 2025 Filed Feb 14, 2025 21:33 UTC | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | Tax withholdingCommon Stock | 1,313 | $55.47 | $72,832.11 |
DisclosureSEC source: 0000109380-25-000027 · wk-form4_1739568795.xml · nonDerivative · entry 1 MCLEAN SCOTT J · CIK 0001186735 · President · & COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 87,581 Read SEC document |
| February 11, 2025 Filed Feb 12, 2025 21:36 UTC | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | Tax withholdingCommon Stock | 615 | $56.84 | $34,956.60 |
DisclosureSEC source: 0000109380-25-000011 · wk-form4_1739396203.xml · nonDerivative · entry 3 MCLEAN SCOTT J · CIK 0001186735 · President · & COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 88,894 Read SEC document |
| February 10, 2025 Filed Feb 12, 2025 21:36 UTC | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | Tax withholdingCommon Stock | 546 | $56.03 | $30,592.38 |
DisclosureSEC source: 0000109380-25-000011 · wk-form4_1739396203.xml · nonDerivative · entry 2 MCLEAN SCOTT J · CIK 0001186735 · President · & COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 89,509 Read SEC document |
| February 10, 2025 Filed Feb 12, 2025 21:36 UTC | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | GrantCommon Stock | 16,659 | $56.03 | $933,403.77 |
DisclosureSEC source: 0000109380-25-000011 · wk-form4_1739396203.xml · nonDerivative · entry 1 MCLEAN SCOTT J · CIK 0001186735 · President · & COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 90,055 Read SEC document |
| December 17, 2024 Filed Dec 18, 2024 21:36 UTC | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | SaleCommon Stock | 890 | $59.92 | $53,328.80 |
DisclosureSEC source: 0000109380-24-000144 · wk-form4_1734557774.xml · nonDerivative · entry 1 MCLEAN SCOTT J · CIK 0001186735 · President · & COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 73,396 Read SEC document |
| July 26, 2024 Filed Jul 29, 2024 20:31 UTC | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | SaleCommon Stock | 60,000 | $51.85 | $3,111,000.00 |
DisclosureSEC source: 0000109380-24-000120 · wk-form4_1722285059.xml · nonDerivative · entry 2 MCLEAN SCOTT J · CIK 0001186735 · President · & COO 10b5-1 filing: No plan indicated Ownership: Indirect · By 401(k) Plan Disclosed balance after: 50,880.403 Read SEC document |
| July 25, 2024 Filed Jul 29, 2024 20:31 UTC | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | SaleCommon Stock | 60,000 | $51.83 | $3,109,788.00 |
DisclosureSEC source: 0000109380-24-000120 · wk-form4_1722285059.xml · nonDerivative · entry 1 MCLEAN SCOTT J · CIK 0001186735 · President · & COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 74,286 F1 · price: This transaction was executed in multiple trades at prices ranging from $51.78 to $51.95. The price reported above reflects the weighted average sales price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was affected. Read SEC document |
| February 13, 2024 Filed Feb 14, 2024 23:36 UTC | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | Tax withholdingCommon Stock | 1,286 | $39.34 | $50,591.24 |
DisclosureSEC source: 0000109380-24-000036 · wk-form4_1707953788.xml · nonDerivative · entry 3 MCLEAN SCOTT J · CIK 0001186735 · President · & COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 132,808 Read SEC document |
| February 13, 2024 Filed Feb 20, 2024 23:13 UTC Amendment | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | Tax withholdingCommon Stock | 765 | $39.34 | $30,095.10 |
DisclosureSEC source: 0000109380-24-000056 · wk-form4a_1708470805.xml · nonDerivative · entry 3 MCLEAN SCOTT J · CIK 0001186735 · President · & COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 134,286 F1 · shares: Amending to correct tax withholding calculation in the previous filing. Read SEC document |
| February 12, 2024 Filed Feb 14, 2024 23:36 UTC | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | Tax withholdingCommon Stock | 2,361 | $41.24 | $97,367.64 |
DisclosureSEC source: 0000109380-24-000036 · wk-form4_1707953788.xml · nonDerivative · entry 2 MCLEAN SCOTT J · CIK 0001186735 · President · & COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 134,094 Read SEC document |
| February 12, 2024 Filed Feb 14, 2024 23:36 UTC | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | GrantCommon Stock | 23,854 | $41.24 | $983,738.96 |
DisclosureSEC source: 0000109380-24-000036 · wk-form4_1707953788.xml · nonDerivative · entry 1 MCLEAN SCOTT J · CIK 0001186735 · President · & COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 136,455 Read SEC document |
| February 12, 2024 Filed Feb 20, 2024 23:13 UTC Amendment | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | Tax withholdingCommon Stock | 1,404 | $41.24 | $57,900.96 |
DisclosureSEC source: 0000109380-24-000056 · wk-form4a_1708470805.xml · nonDerivative · entry 2 MCLEAN SCOTT J · CIK 0001186735 · President · & COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 135,051 F1 · shares: Amending to correct tax withholding calculation in the previous filing. Read SEC document |
| February 12, 2024 Filed Feb 20, 2024 23:13 UTC Amendment | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | GrantCommon Stock | 23,854 | $41.24 | $983,738.96 |
DisclosureSEC source: 0000109380-24-000056 · wk-form4a_1708470805.xml · nonDerivative · entry 1 MCLEAN SCOTT J · CIK 0001186735 · President · & COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 136,455 Read SEC document |
| February 08, 2024 Filed Feb 12, 2024 21:59 UTC | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | Tax withholdingCommon Stock | 628 | $39.89 | $25,050.92 |
DisclosureSEC source: 0000109380-24-000024 · wk-form4_1707775167.xml · nonDerivative · entry 1 MCLEAN SCOTT J · CIK 0001186735 · President · & COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 112,601 Read SEC document |
| December 19, 2023 Filed Dec 20, 2023 21:34 UTC | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | SaleCommon Stock | 519 | $38.32 | $19,888.08 |
DisclosureSEC source: 0000109380-23-000174 · wk-form4_1703108035.xml · nonDerivative · entry 1 MCLEAN SCOTT J · CIK 0001186735 · President · & COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 112,710 Read SEC document |
| December 19, 2023 Filed Feb 12, 2024 21:35 UTC Amendment | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | Tax withholdingCommon Stock | 0 | $0.00 | $0.00 |
DisclosureSEC source: 0000109380-24-000013 · wk-form4a_1707773727.xml · nonDerivative · entry 1 MCLEAN SCOTT J · CIK 0001186735 · President · & COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 113,229 F1 · balance_after: Amending to correct inadvertently filed Form 4 due to company error. Read SEC document |
| April 28, 2023 Filed May 2, 2023 20:39 UTC | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | PurchaseCommon Stock | 37,000 | $27.44 | $1,015,280.00 |
DisclosureSEC source: 0000109380-23-000108 · wk-form4_1683059933.xml · nonDerivative · entry 1 MCLEAN SCOTT J · CIK 0001186735 · President · & COO 10b5-1 filing: No plan indicated Ownership: Indirect · By 401(k) Plan Disclosed balance after: 104,540.477 Read SEC document |
| March 01, 2023 Filed Mar 2, 2023 22:49 UTC | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | Tax withholdingCommon Stock | 1,025 | $50.44 | $51,701.00 |
DisclosureSEC source: 0000109380-23-000087 · wf-form4_167779733746582.xml · nonDerivative · entry 1 MCLEAN SCOTT J · CIK 0001186735 · President · & COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 113,229 Read SEC document |
| February 13, 2023 Filed Feb 14, 2023 22:36 UTC | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | Tax withholdingCommon Stock | 615 | $52.90 | $32,533.50 |
DisclosureSEC source: 0000109380-23-000043 · wf-form4_167641414971406.xml · nonDerivative · entry 1 MCLEAN SCOTT J · CIK 0001186735 · President · & COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 100,365 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.