Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ZION · Entity 3544 | Executive Vice President | July 28, 2026 | July 29, 2026 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/
Report date July 28, 2026 · Filed July 29, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 17,449 |
Ending reported balance
After 2026-07-28 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2026-07-28 · Exercise / conversion · Acquired 894 · Balance 18,343 Row 2 · 2026-07-28 · Sale · Disposed 894 · Balance 17,449 |
| Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $45.65 · Expires 2027-02-09 | Direct | 0 |
Reported balance
After 2026-07-28 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2026-07-28 · Exercise / conversion · Disposed 894 · Balance 0 F1: Grant has a graded vesting schedule. Date exercisable will vary for each vesting tranche. |
Filing footnotes · ownership attribution and instrument terms
F1: Grant has a graded vesting schedule. Date exercisable will vary for each vesting tranche.
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| July 28, 2026 Filed Jul 29, 2026 20:55 UTC | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | Exercise / conversionStock Option (right to buy) · Derivative | 894 | $45.65 Strike: $45.65 | $40,811.10 |
DisclosureSEC source: 0000109380-26-000104 · wk-form4_1785358514.xml · derivative · entry 3 Steward Derek · CIK 0001995139 · Executive Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 894 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. F1 · derivative.exercise_date: Grant has a graded vesting schedule. Date exercisable will vary for each vesting tranche. Read SEC document |
| July 28, 2026 Filed Jul 29, 2026 20:55 UTC | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | SaleCommon Stock | 894 | $69.65 | $62,267.10 |
DisclosureSEC source: 0000109380-26-000104 · wk-form4_1785358514.xml · nonDerivative · entry 2 Steward Derek · CIK 0001995139 · Executive Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 17,449 Read SEC document |
| July 28, 2026 Filed Jul 29, 2026 20:55 UTC | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | Exercise / conversionCommon Stock | 894 | $45.65 | $40,811.10 |
DisclosureSEC source: 0000109380-26-000104 · wk-form4_1785358514.xml · nonDerivative · entry 1 Steward Derek · CIK 0001995139 · Executive Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 18,343 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 13, 2026 Filed Feb 17, 2026 21:43 UTC | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | Tax withholdingCommon Stock | 105 | $61.26 | $6,432.30 |
DisclosureSEC source: 0000109380-26-000042 · wk-form4_1771364590.xml · nonDerivative · entry 4 Steward Derek · CIK 0001995139 · Executive Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 17,449 Read SEC document |
| February 13, 2026 Filed Feb 17, 2026 21:43 UTC | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | Tax withholdingCommon Stock | 23 | $61.26 | $1,408.98 |
DisclosureSEC source: 0000109380-26-000042 · wk-form4_1771364590.xml · nonDerivative · entry 3 Steward Derek · CIK 0001995139 · Executive Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 17,554 Read SEC document |
| February 12, 2026 Filed Feb 17, 2026 21:43 UTC | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | GrantCommon Stock | 4,278 | $60.19 | $257,492.82 |
DisclosureSEC source: 0000109380-26-000042 · wk-form4_1771364590.xml · nonDerivative · entry 2 Steward Derek · CIK 0001995139 · Executive Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 17,577 Read SEC document |
| February 12, 2026 Filed Feb 17, 2026 21:43 UTC | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | Tax withholdingCommon Stock | 384 | $60.19 | $23,112.96 |
DisclosureSEC source: 0000109380-26-000042 · wk-form4_1771364590.xml · nonDerivative · entry 1 Steward Derek · CIK 0001995139 · Executive Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,299 Read SEC document |
| February 11, 2026 Filed Feb 12, 2026 21:31 UTC | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | Tax withholdingCommon Stock | 90 | $62.91 | $5,661.90 |
DisclosureSEC source: 0000109380-26-000021 · wk-form4_1770931878.xml · nonDerivative · entry 2 Steward Derek · CIK 0001995139 · Executive Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,683 Read SEC document |
| February 10, 2026 Filed Feb 12, 2026 21:31 UTC | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | Tax withholdingCommon Stock | 534 | $64.08 | $34,218.72 |
DisclosureSEC source: 0000109380-26-000021 · wk-form4_1770931878.xml · nonDerivative · entry 1 Steward Derek · CIK 0001995139 · Executive Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,773 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 | 769 | $51.17 Strike: $51.17 | $39,349.73 |
DisclosureSEC source: 0000109380-26-000011 · wk-form4_1770155137.xml · derivative · entry 3 Steward Derek · CIK 0001995139 · Executive Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 769 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. F1 · 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 | 769 | $60.46 | $46,493.74 |
DisclosureSEC source: 0000109380-26-000011 · wk-form4_1770155137.xml · nonDerivative · entry 2 Steward Derek · CIK 0001995139 · Executive Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 14,307 Read SEC document |
| February 02, 2026 Filed Feb 3, 2026 21:45 UTC | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | Exercise / conversionCommon Stock | 769 | $51.17 | $39,349.73 |
DisclosureSEC source: 0000109380-26-000011 · wk-form4_1770155137.xml · nonDerivative · entry 1 Steward Derek · CIK 0001995139 · Executive Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,076 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 13, 2025 Filed Feb 14, 2025 21:33 UTC | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | Tax withholdingCommon Stock | 147 | $55.45 | $8,151.15 |
DisclosureSEC source: 0000109380-25-000028 · wk-form4_1739568806.xml · nonDerivative · entry 2 Steward Derek · CIK 0001995139 · Executive Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 14,307 Read SEC document |
| February 12, 2025 Filed Feb 14, 2025 21:33 UTC | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | Tax withholdingCommon Stock | 446 | $55.47 | $24,739.62 |
DisclosureSEC source: 0000109380-25-000028 · wk-form4_1739568806.xml · nonDerivative · entry 1 Steward Derek · CIK 0001995139 · Executive Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 14,454 Read SEC document |
| February 11, 2025 Filed Feb 12, 2025 21:38 UTC | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | Tax withholdingCommon Stock | 90 | $56.84 | $5,115.60 |
DisclosureSEC source: 0000109380-25-000019 · wk-form4_1739396302.xml · nonDerivative · entry 3 Steward Derek · CIK 0001995139 · Executive Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 14,900 Read SEC document |
| February 10, 2025 Filed Feb 12, 2025 21:38 UTC | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | Tax withholdingCommon Stock | 119 | $56.03 | $6,667.57 |
DisclosureSEC source: 0000109380-25-000019 · wk-form4_1739396302.xml · nonDerivative · entry 2 Steward Derek · CIK 0001995139 · Executive Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 14,990 Read SEC document |
| February 10, 2025 Filed Feb 12, 2025 21:38 UTC | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | GrantCommon Stock | 6,246 | $56.03 | $349,963.38 |
DisclosureSEC source: 0000109380-25-000019 · wk-form4_1739396302.xml · nonDerivative · entry 1 Steward Derek · CIK 0001995139 · Executive Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,109 Read SEC document |
| January 31, 2025 Filed Feb 3, 2025 21:39 UTC | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | Exercise / conversionStock Option (right to buy) · Derivative | 627 | $55.68 Strike: $55.68 | $34,911.36 |
DisclosureSEC source: 0000109380-25-000010 · wk-form4_1738618748.xml · derivative · entry 3 Steward Derek · CIK 0001995139 · Executive Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 627 shares Expires 2025-02-22 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 |
| January 31, 2025 Filed Feb 3, 2025 21:39 UTC | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | Tax withholdingCommon Stock | 600 | $58.33 | $34,998.00 |
DisclosureSEC source: 0000109380-25-000010 · wk-form4_1738618748.xml · nonDerivative · entry 2 Steward Derek · CIK 0001995139 · Executive Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,863 Read SEC document |
| January 31, 2025 Filed Feb 3, 2025 21:39 UTC | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | Exercise / conversionCommon Stock | 627 | $55.68 | $34,911.36 |
DisclosureSEC source: 0000109380-25-000010 · wk-form4_1738618748.xml · nonDerivative · entry 1 Steward Derek · CIK 0001995139 · Executive Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,463 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 13, 2024 Filed Feb 14, 2024 23:41 UTC | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | Tax withholdingCommon Stock | 151 | $39.34 | $5,940.34 |
DisclosureSEC source: 0000109380-24-000047 · wk-form4_1707954086.xml · nonDerivative · entry 3 Steward Derek · CIK 0001995139 · Executive Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,836 Read SEC document |
| February 12, 2024 Filed Feb 14, 2024 23:41 UTC | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | Tax withholdingCommon Stock | 217 | $41.24 | $8,949.08 |
DisclosureSEC source: 0000109380-24-000047 · wk-form4_1707954086.xml · nonDerivative · entry 2 Steward Derek · CIK 0001995139 · Executive Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,987 Read SEC document |
| February 12, 2024 Filed Feb 14, 2024 23:41 UTC | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | GrantCommon Stock | 5,213 | $41.24 | $214,984.12 |
DisclosureSEC source: 0000109380-24-000047 · wk-form4_1707954086.xml · nonDerivative · entry 1 Steward Derek · CIK 0001995139 · Executive Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,204 Read SEC document |
| February 08, 2024 Filed Feb 12, 2024 22:01 UTC | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | Tax withholdingCommon Stock | 120 | $39.89 | $4,786.80 |
DisclosureSEC source: 0000109380-24-000029 · wk-form4_1707775275.xml · nonDerivative · entry 1 Steward Derek · CIK 0001995139 · Executive Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,991 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.