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 |
|---|---|---|---|---|---|---|
| April 30, 2018 Filed May 1, 2018 20:32 UTC | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | SaleCommon Stock | 1,200 | $55.22 | $66,264.00 |
DisclosureSEC source: 0000109380-18-000132 · wf-form4_152520670370164.xml · nonDerivative · entry 19 MCLEAN SCOTT J · CIK 0001186735 · Executive Vice President · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 153,092 Read SEC document |
| April 30, 2018 Filed May 1, 2018 20:32 UTC | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | SaleCommon Stock | 700 | $55.21 | $38,647.00 |
DisclosureSEC source: 0000109380-18-000132 · wf-form4_152520670370164.xml · nonDerivative · entry 18 MCLEAN SCOTT J · CIK 0001186735 · Executive Vice President · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 154,292 Read SEC document |
| April 30, 2018 Filed May 1, 2018 20:32 UTC | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | SaleCommon Stock | 1,590 | $55.21 | $87,775.95 |
DisclosureSEC source: 0000109380-18-000132 · wf-form4_152520670370164.xml · nonDerivative · entry 17 MCLEAN SCOTT J · CIK 0001186735 · Executive Vice President · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 154,992 Read SEC document |
| April 30, 2018 Filed May 1, 2018 20:32 UTC | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | SaleCommon Stock | 2,205 | $55.20 | $121,716.00 |
DisclosureSEC source: 0000109380-18-000132 · wf-form4_152520670370164.xml · nonDerivative · entry 16 MCLEAN SCOTT J · CIK 0001186735 · Executive Vice President · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 156,582 Read SEC document |
| April 30, 2018 Filed May 1, 2018 20:32 UTC | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | SaleCommon Stock | 1,400 | $55.20 | $77,273.00 |
DisclosureSEC source: 0000109380-18-000132 · wf-form4_152520670370164.xml · nonDerivative · entry 15 MCLEAN SCOTT J · CIK 0001186735 · Executive Vice President · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 158,787 Read SEC document |
| April 30, 2018 Filed May 1, 2018 20:32 UTC | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | SaleCommon Stock | 2,468 | $55.19 | $136,208.92 |
DisclosureSEC source: 0000109380-18-000132 · wf-form4_152520670370164.xml · nonDerivative · entry 14 MCLEAN SCOTT J · CIK 0001186735 · Executive Vice President · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 160,187 Read SEC document |
| April 30, 2018 Filed May 1, 2018 20:32 UTC | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | SaleCommon Stock | 900 | $55.19 | $49,666.50 |
DisclosureSEC source: 0000109380-18-000132 · wf-form4_152520670370164.xml · nonDerivative · entry 13 MCLEAN SCOTT J · CIK 0001186735 · Executive Vice President · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 162,655 Read SEC document |
| April 30, 2018 Filed May 1, 2018 20:32 UTC | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | SaleCommon Stock | 805 | $55.18 | $44,419.90 |
DisclosureSEC source: 0000109380-18-000132 · wf-form4_152520670370164.xml · nonDerivative · entry 12 MCLEAN SCOTT J · CIK 0001186735 · Executive Vice President · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 163,555 Read SEC document |
| April 30, 2018 Filed May 1, 2018 20:32 UTC | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | SaleCommon Stock | 400 | $55.18 | $22,070.00 |
DisclosureSEC source: 0000109380-18-000132 · wf-form4_152520670370164.xml · nonDerivative · entry 11 MCLEAN SCOTT J · CIK 0001186735 · Executive Vice President · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 164,360 Read SEC document |
| April 30, 2018 Filed May 1, 2018 20:32 UTC | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | SaleCommon Stock | 600 | $55.17 | $33,102.00 |
DisclosureSEC source: 0000109380-18-000132 · wf-form4_152520670370164.xml · nonDerivative · entry 10 MCLEAN SCOTT J · CIK 0001186735 · Executive Vice President · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 164,760 Read SEC document |
| April 30, 2018 Filed May 1, 2018 20:32 UTC | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | SaleCommon Stock | 367 | $55.17 | $20,245.56 |
DisclosureSEC source: 0000109380-18-000132 · wf-form4_152520670370164.xml · nonDerivative · entry 9 MCLEAN SCOTT J · CIK 0001186735 · Executive Vice President · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 165,360 Read SEC document |
| April 30, 2018 Filed May 1, 2018 20:32 UTC | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | SaleCommon Stock | 831 | $55.16 | $45,837.96 |
DisclosureSEC source: 0000109380-18-000132 · wf-form4_152520670370164.xml · nonDerivative · entry 8 MCLEAN SCOTT J · CIK 0001186735 · Executive Vice President · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 165,727 Read SEC document |
| April 30, 2018 Filed May 1, 2018 20:32 UTC | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | SaleCommon Stock | 600 | $55.16 | $33,093.00 |
DisclosureSEC source: 0000109380-18-000132 · wf-form4_152520670370164.xml · nonDerivative · entry 7 MCLEAN SCOTT J · CIK 0001186735 · Executive Vice President · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 166,558 Read SEC document |
| April 30, 2018 Filed May 1, 2018 20:32 UTC | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | SaleCommon Stock | 600 | $55.15 | $33,090.00 |
DisclosureSEC source: 0000109380-18-000132 · wf-form4_152520670370164.xml · nonDerivative · entry 6 MCLEAN SCOTT J · CIK 0001186735 · Executive Vice President · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 167,158 Read SEC document |
| April 30, 2018 Filed May 1, 2018 20:32 UTC | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | SaleCommon Stock | 400 | $55.08 | $22,032.00 |
DisclosureSEC source: 0000109380-18-000132 · wf-form4_152520670370164.xml · nonDerivative · entry 5 MCLEAN SCOTT J · CIK 0001186735 · Executive Vice President · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 167,758 Read SEC document |
| April 30, 2018 Filed May 1, 2018 20:32 UTC | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | SaleCommon Stock | 200 | $55.08 | $11,015.00 |
DisclosureSEC source: 0000109380-18-000132 · wf-form4_152520670370164.xml · nonDerivative · entry 4 MCLEAN SCOTT J · CIK 0001186735 · Executive Vice President · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 168,158 Read SEC document |
| April 30, 2018 Filed May 1, 2018 20:32 UTC | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | SaleCommon Stock | 900 | $55.07 | $49,563.00 |
DisclosureSEC source: 0000109380-18-000132 · wf-form4_152520670370164.xml · nonDerivative · entry 3 MCLEAN SCOTT J · CIK 0001186735 · Executive Vice President · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 168,358 Read SEC document |
| April 30, 2018 Filed May 1, 2018 20:32 UTC | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | SaleCommon Stock | 200 | $55.07 | $11,013.00 |
DisclosureSEC source: 0000109380-18-000132 · wf-form4_152520670370164.xml · nonDerivative · entry 2 MCLEAN SCOTT J · CIK 0001186735 · Executive Vice President · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 169,258 Read SEC document |
| April 30, 2018 Filed May 1, 2018 20:32 UTC | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | SaleCommon Stock | 266 | $55.06 | $14,645.96 |
DisclosureSEC source: 0000109380-18-000132 · wf-form4_152520670370164.xml · nonDerivative · entry 1 MCLEAN SCOTT J · CIK 0001186735 · Executive Vice President · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 169,458 Read SEC document |
| February 26, 2018 Filed Feb 28, 2018 00:05 UTC | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | Exercise / conversionStock Option (right to buy) · Derivative | 15,637 | $29.02 Strike: $29.02 | $453,785.74 |
DisclosureSEC source: 0000109380-18-000086 · wf-form4_151977631685495.xml · derivative · entry 17 MCLEAN SCOTT J · CIK 0001186735 · Executive Vice President · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,819 Underlying: Common Stock · 15,637 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. F2 · derivative.exercise_date: Grant has a graded vesting schedule. Date exercisable will vary for each vesting tranche. Read SEC document |
| February 26, 2018 Filed Feb 28, 2018 00:05 UTC | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | Exercise / conversionStock Option (right to buy) · Derivative | 15,578 | $28.59 Strike: $28.59 | $445,375.02 |
DisclosureSEC source: 0000109380-18-000086 · wf-form4_151977631685495.xml · derivative · entry 16 MCLEAN SCOTT J · CIK 0001186735 · Executive Vice President · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 15,578 shares Expires 2021-05-29 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 |
| February 26, 2018 Filed Feb 28, 2018 00:05 UTC | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | Exercise / conversionStock Option (right to buy) · Derivative | 14,502 | $27.49 Strike: $27.49 | $398,659.98 |
DisclosureSEC source: 0000109380-18-000086 · wf-form4_151977631685495.xml · derivative · entry 15 MCLEAN SCOTT J · CIK 0001186735 · Executive Vice President · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 14,502 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. F2 · derivative.exercise_date: Grant has a graded vesting schedule. Date exercisable will vary for each vesting tranche. Read SEC document |
| February 26, 2018 Filed Feb 28, 2018 00:05 UTC | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | SaleCommon Stock | 11,700 | $56.14 | $656,779.50 |
DisclosureSEC source: 0000109380-18-000086 · wf-form4_151977631685495.xml · nonDerivative · entry 13 MCLEAN SCOTT J · CIK 0001186735 · Executive Vice President · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 181,533 Read SEC document |
| February 26, 2018 Filed Feb 28, 2018 00:05 UTC | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | SaleCommon Stock | 3,437 | $56.13 | $192,932.56 |
DisclosureSEC source: 0000109380-18-000086 · wf-form4_151977631685495.xml · nonDerivative · entry 12 MCLEAN SCOTT J · CIK 0001186735 · Executive Vice President · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 193,233 Read SEC document |
| February 26, 2018 Filed Feb 28, 2018 00:05 UTC | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | SaleCommon Stock | 500 | $56.13 | $28,065.00 |
DisclosureSEC source: 0000109380-18-000086 · wf-form4_151977631685495.xml · nonDerivative · entry 11 MCLEAN SCOTT J · CIK 0001186735 · Executive Vice President · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 196,670 Read SEC document |
| February 26, 2018 Filed Feb 28, 2018 00:05 UTC | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | SaleCommon Stock | 10,800 | $56.16 | $606,528.00 |
DisclosureSEC source: 0000109380-18-000086 · wf-form4_151977631685495.xml · nonDerivative · entry 10 MCLEAN SCOTT J · CIK 0001186735 · Executive Vice President · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 197,170 Read SEC document |
| February 26, 2018 Filed Feb 28, 2018 00:05 UTC | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | SaleCommon Stock | 1,281 | $56.16 | $71,940.96 |
DisclosureSEC source: 0000109380-18-000086 · wf-form4_151977631685495.xml · nonDerivative · entry 9 MCLEAN SCOTT J · CIK 0001186735 · Executive Vice President · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 207,970 Read SEC document |
| February 26, 2018 Filed Feb 28, 2018 00:05 UTC | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | SaleCommon Stock | 500 | $56.20 | $28,100.50 |
DisclosureSEC source: 0000109380-18-000086 · wf-form4_151977631685495.xml · nonDerivative · entry 8 MCLEAN SCOTT J · CIK 0001186735 · Executive Vice President · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 209,251 Read SEC document |
| February 26, 2018 Filed Feb 28, 2018 00:05 UTC | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | SaleCommon Stock | 1,778 | $56.20 | $99,923.60 |
DisclosureSEC source: 0000109380-18-000086 · wf-form4_151977631685495.xml · nonDerivative · entry 7 MCLEAN SCOTT J · CIK 0001186735 · Executive Vice President · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 209,751 Read SEC document |
| February 26, 2018 Filed Feb 28, 2018 00:05 UTC | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | SaleCommon Stock | 1,313 | $56.19 | $73,777.47 |
DisclosureSEC source: 0000109380-18-000086 · wf-form4_151977631685495.xml · nonDerivative · entry 6 MCLEAN SCOTT J · CIK 0001186735 · Executive Vice President · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 211,529 Read SEC document |
| February 26, 2018 Filed Feb 28, 2018 00:05 UTC | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | Exercise / conversionCommon Stock | 15,637 | $29.02 | $453,785.74 |
DisclosureSEC source: 0000109380-18-000086 · wf-form4_151977631685495.xml · nonDerivative · entry 5 MCLEAN SCOTT J · CIK 0001186735 · Executive Vice President · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 212,842 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 26, 2018 Filed Feb 28, 2018 00:05 UTC | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | Exercise / conversionCommon Stock | 14,502 | $27.49 | $398,659.98 |
DisclosureSEC source: 0000109380-18-000086 · wf-form4_151977631685495.xml · nonDerivative · entry 3 MCLEAN SCOTT J · CIK 0001186735 · Executive Vice President · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 181,627 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 26, 2018 Filed Feb 28, 2018 00:05 UTC | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | Tax withholdingCommon Stock | 603 | $56.29 | $33,942.87 |
DisclosureSEC source: 0000109380-18-000086 · wf-form4_151977631685495.xml · nonDerivative · entry 2 MCLEAN SCOTT J · CIK 0001186735 · Executive Vice President · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 167,125 Read SEC document |
| February 23, 2018 Filed Feb 28, 2018 00:05 UTC | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | GrantStock Option (right to buy) · Derivative | 9,746 | $55.68 Strike: $55.68 | $542,657.28 |
DisclosureSEC source: 0000109380-18-000086 · wf-form4_151977631685495.xml · derivative · entry 14 MCLEAN SCOTT J · CIK 0001186735 · Executive Vice President · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,746 Underlying: Common Stock · 9,746 shares Expires 2025-02-22 F2 · derivative.exercise_date: Grant has a graded vesting schedule. Date exercisable will vary for each vesting tranche. Read SEC document |
| February 23, 2018 Filed Feb 28, 2018 00:05 UTC | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | Exercise / conversionCommon Stock | 15,578 | $28.59 | $445,375.02 |
DisclosureSEC source: 0000109380-18-000086 · wf-form4_151977631685495.xml · nonDerivative · entry 4 MCLEAN SCOTT J · CIK 0001186735 · Executive Vice President · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 197,205 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 23, 2018 Filed Feb 28, 2018 00:05 UTC | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | GrantCommon Stock | 8,937 | $55.68 | $497,612.16 |
DisclosureSEC source: 0000109380-18-000086 · wf-form4_151977631685495.xml · nonDerivative · entry 1 MCLEAN SCOTT J · CIK 0001186735 · Executive Vice President · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 167,728 F1 · price: Restricted stock units granted under the Zions Bancorporation 2015 Omnibus Incentive Plan. Units vest 25% per year for 4 years. Read SEC document |
| May 31, 2017 Filed Jun 1, 2017 20:46 UTC | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | Exercise / conversionCommon Stock | 4,941 | $44.08 | $217,799.28 |
DisclosureSEC source: 0000109380-17-000156 · wf-form4_149634994684346.xml · nonDerivative · entry 6 MCLEAN SCOTT J · CIK 0001186735 · Executive Vice President · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 158,791 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 · date: Processed to correct over-withholding of taxes on 2/13/17 RSU vesting. Read SEC document |
| May 31, 2017 Filed Jun 1, 2017 20:46 UTC | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | Exercise / conversionCommon Stock | 3,651 | $43.28 | $158,015.28 |
DisclosureSEC source: 0000109380-17-000156 · wf-form4_149634994684346.xml · nonDerivative · entry 5 MCLEAN SCOTT J · CIK 0001186735 · Executive Vice President · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 153,850 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 · date: Processed to correct over-withholding of taxes on 1/25/17 RSU vesting. Read SEC document |
| May 31, 2017 Filed Jun 1, 2017 20:46 UTC | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | Exercise / conversionCommon Stock | 1,298 | $43.28 | $56,177.44 |
DisclosureSEC source: 0000109380-17-000156 · wf-form4_149634994684346.xml · nonDerivative · entry 4 MCLEAN SCOTT J · CIK 0001186735 · Executive Vice President · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 150,199 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 · date: Processed to correct over-withholding of taxes on 1/25/17 RSU vesting. Read SEC document |
| May 30, 2017 Filed Jun 1, 2017 20:46 UTC | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | Exercise / conversionCommon Stock | 4,941 | $44.08 | $217,799.28 |
DisclosureSEC source: 0000109380-17-000156 · wf-form4_149634994684346.xml · nonDerivative · entry 3 MCLEAN SCOTT J · CIK 0001186735 · Executive Vice President · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 148,901 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 · date: Processed to correct over-withholding of taxes on 2/13/17 RSU vesting. Read SEC document |
| May 30, 2017 Filed Jun 1, 2017 20:46 UTC | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | Exercise / conversionCommon Stock | 3,651 | $43.28 | $158,015.28 |
DisclosureSEC source: 0000109380-17-000156 · wf-form4_149634994684346.xml · nonDerivative · entry 2 MCLEAN SCOTT J · CIK 0001186735 · Executive Vice President · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 153,842 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 · date: Processed to correct over-withholding of taxes on 1/25/17 RSU vesting. Read SEC document |
| May 30, 2017 Filed Jun 1, 2017 20:46 UTC | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | Exercise / conversionCommon Stock | 1,298 | $43.28 | $56,177.44 |
DisclosureSEC source: 0000109380-17-000156 · wf-form4_149634994684346.xml · nonDerivative · entry 1 MCLEAN SCOTT J · CIK 0001186735 · Executive Vice President · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 157,493 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 · date: Processed to correct over-withholding of taxes on 1/25/17 RSU vesting. Read SEC document |
| May 01, 2017 Filed May 3, 2017 20:39 UTC | CENTERPOINT ENERGY INC CNP · Entity 3178 | GrantCommon Stock | 4,592 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-029692 · doc4.xml · nonDerivative · entry 1 MCLEAN SCOTT J · CIK 0001186735 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,832 F1 · shares: Shares of common stock granted under the Issuer's Stock Plan for Outside Directors, as amended. These shares will vest on the first anniversary of the grant date; provided, however, these shares will fully vest in the earlier event of the Reporting Person's death or upon a change of control of the Issuer. Read SEC document |
| February 24, 2017 Filed Feb 28, 2017 23:00 UTC | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | GrantStock Option (right to buy) · Derivative | 10,590 | $44.55 Strike: $44.55 | $471,784.50 |
DisclosureSEC source: 0000109380-17-000064 · wf-form4_148832280645255.xml · derivative · entry 2 MCLEAN SCOTT J · CIK 0001186735 · Executive Vice President · Subsidiary CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,590 Underlying: Common Stock · 10,590 shares Expires 2024-02-23 F1 · derivative.exercise_date: Grant has a graded vesting schedule. Date exercisable will vary for each vesting tranche. Read SEC document |
| February 24, 2017 Filed Feb 28, 2017 23:00 UTC | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | GrantCommon Stock | 10,954 | $44.55 | $488,000.70 |
DisclosureSEC source: 0000109380-17-000064 · wf-form4_148832280645255.xml · nonDerivative · entry 1 MCLEAN SCOTT J · CIK 0001186735 · Executive Vice President · Subsidiary CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 158,791 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.