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 |
|---|---|---|---|---|---|---|
| February 13, 2023 Filed Feb 15, 2023 21:35 UTC | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | GrantStock Option (right to buy) · Derivative | 16,356 | $52.90 Strike: $52.90 | $865,232.40 |
DisclosureSEC source: 0000109380-23-000063 · wf-form4_167649691503370.xml · derivative · entry 2 MCLEAN SCOTT J · CIK 0001186735 · President · & COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,356 Underlying: Common Stock · 16,356 shares Expires 2030-02-12 F1 · derivative.exercise_date: Grant has a graded vesting schedule. Date exercisable will vary for each vesting tranche. Read SEC document |
| February 13, 2023 Filed Feb 15, 2023 21:35 UTC | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | GrantCommon Stock | 13,889 | $52.90 | $734,728.10 |
DisclosureSEC source: 0000109380-23-000063 · wf-form4_167649691503370.xml · nonDerivative · entry 1 MCLEAN SCOTT J · CIK 0001186735 · President · & COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 114,254 Read SEC document |
| February 10, 2023 Filed Feb 13, 2023 21:56 UTC | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | Tax withholdingCommon Stock | 795 | $53.34 | $42,405.30 |
DisclosureSEC source: 0000109380-23-000024 · wf-form4_167632539816743.xml · nonDerivative · entry 2 MCLEAN SCOTT J · CIK 0001186735 · President · & COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 100,980 Read SEC document |
| February 10, 2023 Filed Feb 13, 2023 21:56 UTC | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | Tax withholdingCommon Stock | 789 | $52.51 | $41,430.39 |
DisclosureSEC source: 0000109380-23-000024 · wf-form4_167632539816743.xml · nonDerivative · entry 1 MCLEAN SCOTT J · CIK 0001186735 · President · & COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 101,775 Read SEC document |
| December 23, 2022 Filed Dec 27, 2022 22:19 UTC | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | Tax withholdingCommon Stock | 417 | $51.99 | $21,679.83 |
DisclosureSEC source: 0000109380-22-000197 · wf-form4_167217954473650.xml · nonDerivative · entry 1 MCLEAN SCOTT J · CIK 0001186735 · President · & COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 108,904 Read SEC document |
| March 25, 2022 Filed Jan 13, 2023 22:52 UTC | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | GiftCommon Stock | 315 | $0.00 | $0.00 |
DisclosureSEC source: 0000109380-23-000005 · wf-form5_167365035287025.xml · nonDerivative · entry 2 MCLEAN SCOTT J · CIK 0001186735 · President · & COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 102,564 F1 · price: Bona fide gift Read SEC document |
| March 23, 2022 Filed Jan 13, 2023 22:52 UTC | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | GiftCommon Stock | 6,025 | $0.00 | $0.00 |
DisclosureSEC source: 0000109380-23-000005 · wf-form5_167365035287025.xml · nonDerivative · entry 1 MCLEAN SCOTT J · CIK 0001186735 · President · & COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 102,879 F1 · price: Bona fide gift Read SEC document |
| March 01, 2022 Filed Mar 3, 2022 21:51 UTC | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | Tax withholdingCommon Stock | 1,025 | $64.94 | $66,563.50 |
DisclosureSEC source: 0000109380-22-000105 · wf-form4_164634427437162.xml · nonDerivative · entry 1 MCLEAN SCOTT J · CIK 0001186735 · President · & COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 109,321 Read SEC document |
| February 23, 2022 Filed Feb 25, 2022 21:50 UTC | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | Tax withholdingCommon Stock | 827 | $69.71 | $57,650.17 |
DisclosureSEC source: 0000109380-22-000084 · wf-form4_164582580762306.xml · nonDerivative · entry 1 MCLEAN SCOTT J · CIK 0001186735 · President · & COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 110,346 Read SEC document |
| February 11, 2022 Filed Feb 15, 2022 22:59 UTC | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | GrantStock Option (right to buy) · Derivative | 13,455 | $73.22 Strike: $73.22 | $985,175.10 |
DisclosureSEC source: 0000109380-22-000058 · wf-form4_164496595349100.xml · derivative · entry 2 MCLEAN SCOTT J · CIK 0001186735 · President · & COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,455 Underlying: Common Stock · 13,455 shares Expires 2029-02-10 F1 · derivative.exercise_date: Grant has a graded vesting schedule. Date exercisable will vary for each vesting tranche. Read SEC document |
| February 11, 2022 Filed Feb 15, 2022 22:59 UTC | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | GrantCommon Stock | 11,166 | $73.22 | $817,574.52 |
DisclosureSEC source: 0000109380-22-000058 · wf-form4_164496595349100.xml · nonDerivative · entry 1 MCLEAN SCOTT J · CIK 0001186735 · President · & COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 111,173 Read SEC document |
| February 10, 2022 Filed Feb 11, 2022 21:55 UTC | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | Tax withholdingCommon Stock | 1,327 | $74.12 | $98,357.24 |
DisclosureSEC source: 0000109380-22-000032 · wf-form4_164461650551564.xml · nonDerivative · entry 1 MCLEAN SCOTT J · CIK 0001186735 · President · & COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 100,007 Read SEC document |
| February 08, 2022 Filed Feb 11, 2022 21:55 UTC | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | Tax withholdingCommon Stock | 1,062 | $73.97 | $78,556.14 |
DisclosureSEC source: 0000109380-22-000031 · wf-form4_164461647871207.xml · nonDerivative · entry 1 MCLEAN SCOTT J · CIK 0001186735 · President · & COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 101,334 Read SEC document |
| December 20, 2021 Filed Dec 22, 2021 01:57 UTC | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | Tax withholdingCommon Stock | 504 | $62.37 | $31,434.48 |
DisclosureSEC source: 0000109380-21-000247 · wf-form4_164013823252189.xml · nonDerivative · entry 1 MCLEAN SCOTT J · CIK 0001186735 · President · & COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 102,396 Read SEC document |
| March 12, 2021 Filed Mar 15, 2021 20:34 UTC | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | GiftCommon Stock | 4,950 | $0.00 | $0.00 |
DisclosureSEC source: 0000109380-21-000135 · wf-form4_161584044343037.xml · nonDerivative · entry 1 MCLEAN SCOTT J · CIK 0001186735 · President · & COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 102,900 F1 · price: Bona fide gift Read SEC document |
| March 01, 2021 Filed Mar 3, 2021 02:54 UTC | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | Tax withholdingCommon Stock | 1,025 | $54.79 | $56,159.75 |
DisclosureSEC source: 0000109380-21-000124 · wf-form4_161474002181357.xml · nonDerivative · entry 1 MCLEAN SCOTT J · CIK 0001186735 · President · & COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 107,850 Read SEC document |
| February 24, 2021 Filed Feb 26, 2021 00:52 UTC | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | Tax withholdingCommon Stock | 1,014 | $56.78 | $57,574.92 |
DisclosureSEC source: 0000109380-21-000097 · wf-form4_161430070879380.xml · nonDerivative · entry 2 MCLEAN SCOTT J · CIK 0001186735 · President · & COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 108,875 Read SEC document |
| February 23, 2021 Filed Feb 26, 2021 00:52 UTC | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | Tax withholdingCommon Stock | 827 | $54.17 | $44,798.59 |
DisclosureSEC source: 0000109380-21-000097 · wf-form4_161430070879380.xml · nonDerivative · entry 1 MCLEAN SCOTT J · CIK 0001186735 · President · & COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 109,889 Read SEC document |
| February 10, 2021 Filed Feb 12, 2021 01:21 UTC | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | SaleCommon Stock | 40,006 | $49.85 | $1,994,163.08 |
DisclosureSEC source: 0000109380-21-000051 · wf-form4_161309284184679.xml · nonDerivative · entry 2 MCLEAN SCOTT J · CIK 0001186735 · President · & COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 110,716 F1 · price: This transaction was executed in multiple trades at prices ranging from $49.51 to $50.145. 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 effected. Read SEC document |
| February 10, 2021 Filed Feb 12, 2021 01:21 UTC | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | Tax withholdingCommon Stock | 1,327 | $49.58 | $65,792.66 |
DisclosureSEC source: 0000109380-21-000051 · wf-form4_161309284184679.xml · nonDerivative · entry 1 MCLEAN SCOTT J · CIK 0001186735 · President · & COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 150,722 Read SEC document |
| February 08, 2021 Filed Feb 11, 2021 01:15 UTC | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | GrantStock Option (right to buy) · Derivative | 20,875 | $48.65 Strike: $48.65 | $1,015,568.75 |
DisclosureSEC source: 0000109380-21-000036 · wf-form4_161300612066243.xml · derivative · entry 2 MCLEAN SCOTT J · CIK 0001186735 · President · & COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,875 Underlying: Common Stock · 20,875 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 01:15 UTC | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | GrantCommon Stock | 13,485 | $48.65 | $656,045.25 |
DisclosureSEC source: 0000109380-21-000036 · wf-form4_161300612066243.xml · nonDerivative · entry 1 MCLEAN SCOTT J · CIK 0001186735 · President · & COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 152,049 Read SEC document |
| May 01, 2020 Filed May 5, 2020 21:11 UTC | CENTERPOINT ENERGY INC CNP · Entity 3178 | GrantCommon Stock | 9,113 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-027201 · doc4.xml · nonDerivative · entry 1 MCLEAN SCOTT J · CIK 0001186735 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 39,928 F1 · shares: Shares of common stock granted under the Issuer's Stock Plan for Outside Directors, as amended and restated. Read SEC document |
| March 02, 2020 Filed Mar 4, 2020 22:59 UTC | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | Tax withholdingCommon Stock | 1,025 | $41.30 | $42,332.50 |
DisclosureSEC source: 0000109380-20-000127 · wf-form4_158336272950193.xml · nonDerivative · entry 1 MCLEAN SCOTT J · CIK 0001186735 · President · & COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 138,564 Read SEC document |
| February 24, 2020 Filed Feb 26, 2020 18:44 UTC | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | Tax withholdingCommon Stock | 827 | $43.76 | $36,189.52 |
DisclosureSEC source: 0000109380-20-000105 · wf-form4_158274262301754.xml · nonDerivative · entry 2 MCLEAN SCOTT J · CIK 0001186735 · President · & COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 139,589 Read SEC document |
| February 24, 2020 Filed Feb 26, 2020 18:44 UTC | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | Tax withholdingCommon Stock | 1,014 | $43.76 | $44,372.64 |
DisclosureSEC source: 0000109380-20-000105 · wf-form4_158274262301754.xml · nonDerivative · entry 1 MCLEAN SCOTT J · CIK 0001186735 · President · & COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 140,416 Read SEC document |
| February 12, 2020 Filed Feb 13, 2020 23:16 UTC | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | Tax withholdingCommon Stock | 1,675 | $46.11 | $77,234.25 |
DisclosureSEC source: 0000109380-20-000081 · wf-form4_158163578488596.xml · nonDerivative · entry 1 MCLEAN SCOTT J · CIK 0001186735 · President · & COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 141,430 Read SEC document |
| February 10, 2020 Filed Feb 13, 2020 00:21 UTC | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | GrantStock Option (right to buy) · Derivative | 19,505 | $45.65 Strike: $45.65 | $890,403.25 |
DisclosureSEC source: 0000109380-20-000057 · wf-form4_158155325101986.xml · derivative · entry 2 MCLEAN SCOTT J · CIK 0001186735 · President · & COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,505 Underlying: Common Stock · 19,505 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 00:21 UTC | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | GrantCommon Stock | 14,339 | $45.65 | $654,575.35 |
DisclosureSEC source: 0000109380-20-000057 · wf-form4_158155325101986.xml · nonDerivative · entry 1 MCLEAN SCOTT J · CIK 0001186735 · President · & COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 143,105 Read SEC document |
| January 09, 2020 Filed Jan 14, 2020 00:11 UTC | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | Tax withholdingCommon Stock | 414 | $49.50 | $20,493.00 |
DisclosureSEC source: 0000109380-20-000013 · wf-form4_157896064310366.xml · nonDerivative · entry 1 MCLEAN SCOTT J · CIK 0001186735 · President · & COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 128,766 Read SEC document |
| November 07, 2019 Filed Nov 8, 2019 21:18 UTC | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | Exercise / conversionStock Option (right to buy) · Derivative | 7,819 | $0.00 Strike: $29.02 | $0.00 |
DisclosureSEC source: 0000109380-19-000215 · wf-form4_157324787918691.xml · derivative · entry 19 MCLEAN SCOTT J · CIK 0001186735 · President · & COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 7,819 shares Expires 2022-05-21 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 |
| November 07, 2019 Filed Nov 8, 2019 21:18 UTC | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | Exercise / conversionStock Option (right to buy) · Derivative | 20,097 | $0.00 Strike: $20.99 | $0.00 |
DisclosureSEC source: 0000109380-19-000215 · wf-form4_157324787918691.xml · derivative · entry 18 MCLEAN SCOTT J · CIK 0001186735 · President · & COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 20,097 shares Expires 2023-02-11 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 |
| November 07, 2019 Filed Nov 8, 2019 21:18 UTC | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | SaleCommon Stock | 1,456 | $51.24 | $74,605.44 |
DisclosureSEC source: 0000109380-19-000215 · wf-form4_157324787918691.xml · nonDerivative · entry 17 MCLEAN SCOTT J · CIK 0001186735 · President · & COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 136,972 Read SEC document |
| November 07, 2019 Filed Nov 8, 2019 21:18 UTC | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | SaleCommon Stock | 700 | $51.24 | $35,864.50 |
DisclosureSEC source: 0000109380-19-000215 · wf-form4_157324787918691.xml · nonDerivative · entry 16 MCLEAN SCOTT J · CIK 0001186735 · President · & COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 138,428 Read SEC document |
| November 07, 2019 Filed Nov 8, 2019 21:18 UTC | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | SaleCommon Stock | 5,219 | $51.23 | $267,369.37 |
DisclosureSEC source: 0000109380-19-000215 · wf-form4_157324787918691.xml · nonDerivative · entry 15 MCLEAN SCOTT J · CIK 0001186735 · President · & COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 139,128 Read SEC document |
| November 07, 2019 Filed Nov 8, 2019 21:18 UTC | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | SaleCommon Stock | 1,101 | $51.23 | $56,398.73 |
DisclosureSEC source: 0000109380-19-000215 · wf-form4_157324787918691.xml · nonDerivative · entry 14 MCLEAN SCOTT J · CIK 0001186735 · President · & COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 144,347 Read SEC document |
| November 07, 2019 Filed Nov 8, 2019 21:18 UTC | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | SaleCommon Stock | 3,253 | $51.22 | $166,618.66 |
DisclosureSEC source: 0000109380-19-000215 · wf-form4_157324787918691.xml · nonDerivative · entry 13 MCLEAN SCOTT J · CIK 0001186735 · President · & COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 145,448 Read SEC document |
| November 07, 2019 Filed Nov 8, 2019 21:18 UTC | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | SaleCommon Stock | 16,500 | $51.22 | $845,047.50 |
DisclosureSEC source: 0000109380-19-000215 · wf-form4_157324787918691.xml · nonDerivative · entry 12 MCLEAN SCOTT J · CIK 0001186735 · President · & COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 148,701 Read SEC document |
| November 07, 2019 Filed Nov 8, 2019 21:18 UTC | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | SaleCommon Stock | 2,648 | $51.21 | $135,604.08 |
DisclosureSEC source: 0000109380-19-000215 · wf-form4_157324787918691.xml · nonDerivative · entry 11 MCLEAN SCOTT J · CIK 0001186735 · President · & COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 165,201 Read SEC document |
| November 07, 2019 Filed Nov 8, 2019 21:18 UTC | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | SaleCommon Stock | 1,679 | $51.21 | $85,973.20 |
DisclosureSEC source: 0000109380-19-000215 · wf-form4_157324787918691.xml · nonDerivative · entry 10 MCLEAN SCOTT J · CIK 0001186735 · President · & COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 167,849 Read SEC document |
| November 07, 2019 Filed Nov 8, 2019 21:18 UTC | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | SaleCommon Stock | 7,975 | $51.20 | $408,320.00 |
DisclosureSEC source: 0000109380-19-000215 · wf-form4_157324787918691.xml · nonDerivative · entry 9 MCLEAN SCOTT J · CIK 0001186735 · President · & COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 169,528 Read SEC document |
| November 07, 2019 Filed Nov 8, 2019 21:18 UTC | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | SaleCommon Stock | 200 | $51.20 | $10,239.00 |
DisclosureSEC source: 0000109380-19-000215 · wf-form4_157324787918691.xml · nonDerivative · entry 8 MCLEAN SCOTT J · CIK 0001186735 · President · & COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 177,503 Read SEC document |
| November 07, 2019 Filed Nov 8, 2019 21:18 UTC | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | SaleCommon Stock | 101 | $51.19 | $5,170.29 |
DisclosureSEC source: 0000109380-19-000215 · wf-form4_157324787918691.xml · nonDerivative · entry 7 MCLEAN SCOTT J · CIK 0001186735 · President · & COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 177,703 Read SEC document |
| November 07, 2019 Filed Nov 8, 2019 21:18 UTC | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | SaleCommon Stock | 1,870 | $51.19 | $95,725.30 |
DisclosureSEC source: 0000109380-19-000215 · wf-form4_157324787918691.xml · nonDerivative · entry 6 MCLEAN SCOTT J · CIK 0001186735 · President · & COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 177,804 Read SEC document |
| November 07, 2019 Filed Nov 8, 2019 21:18 UTC | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | SaleCommon Stock | 792 | $51.19 | $40,538.52 |
DisclosureSEC source: 0000109380-19-000215 · wf-form4_157324787918691.xml · nonDerivative · entry 5 MCLEAN SCOTT J · CIK 0001186735 · President · & COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 179,674 Read SEC document |
| November 07, 2019 Filed Nov 8, 2019 21:18 UTC | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | SaleCommon Stock | 412 | $51.18 | $21,086.16 |
DisclosureSEC source: 0000109380-19-000215 · wf-form4_157324787918691.xml · nonDerivative · entry 4 MCLEAN SCOTT J · CIK 0001186735 · President · & COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 180,466 Read SEC document |
| November 07, 2019 Filed Nov 8, 2019 21:18 UTC | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | SaleCommon Stock | 800 | $51.18 | $40,940.00 |
DisclosureSEC source: 0000109380-19-000215 · wf-form4_157324787918691.xml · nonDerivative · entry 3 MCLEAN SCOTT J · CIK 0001186735 · President · & COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 180,878 Read SEC document |
| November 07, 2019 Filed Nov 8, 2019 21:18 UTC | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | Exercise / conversionCommon Stock | 7,819 | $29.02 | $226,907.38 |
DisclosureSEC source: 0000109380-19-000215 · wf-form4_157324787918691.xml · nonDerivative · entry 2 MCLEAN SCOTT J · CIK 0001186735 · President · & COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 181,678 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 07, 2019 Filed Nov 8, 2019 21:18 UTC | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | Exercise / conversionCommon Stock | 20,097 | $20.99 | $421,836.03 |
DisclosureSEC source: 0000109380-19-000215 · wf-form4_157324787918691.xml · nonDerivative · entry 1 MCLEAN SCOTT J · CIK 0001186735 · President · & COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 173,859 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 07, 2019 Filed Nov 12, 2019 22:12 UTC | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | GiftCommon Stock | 6,537 | $0.00 | $0.00 |
DisclosureSEC source: 0000109380-19-000216 · wf-form4_157359670551492.xml · nonDerivative · entry 1 MCLEAN SCOTT J · CIK 0001186735 · President · & COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 130,435 F1 · price: Bona fide gift 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.