Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| GROUP 1 AUTOMOTIVE INCGPI · Entity 1789 | Director | January 02, 2026 | January 06, 2026 |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ZION · Entity 3544 | Director | September 30, 2026 | October 02, 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.
GROUP 1 AUTOMOTIVE INC
Report date January 02, 2026 · Filed January 06, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 53,625.16 |
Reported balance
After 2026-01-02 transaction · row 1
1 source rowRow 1 · 2026-01-02 · Grant · Acquired 575 · Balance 53,625.16 |
ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/
Report date September 30, 2026 · Filed October 02, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Deferred CompSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 131,546.477 |
Reported balance
After 2026-09-30 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2026-09-30 · Grant · Acquired 773.58 · Balance 131,546.477 F1: The phantom stock units are settled in cash upon the earlier of death or retirement. |
Filing footnotes · ownership attribution and instrument terms
F1: The phantom stock units are settled in cash upon the earlier of death or retirement.
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 |
|---|---|---|---|---|---|---|
| June 28, 2018 Filed Jul 2, 2018 21:04 UTC | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | GrantDeferred Comp · Derivative | 526.982 | $0.00 | $0.00 |
DisclosureSEC source: 0000109380-18-000212 · wf-form4_153056545533497.xml · derivative · entry 1 QUINN STEPHEN D · CIK 0001184842 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 59,758.01 Underlying: Common Stock · 526.982 shares Expires not disclosed F1 · derivative.exercise_price: Each unit is the economic equivalent of one share of common stock. F2 · derivative.exercise_date: The phantom stock units are settled in cash upon the earlier of death or retirement. F2 · derivative.expiration_date: The phantom stock units are settled in cash upon the earlier of death or retirement. Read SEC document |
| June 01, 2018 Filed Jun 5, 2018 21:11 UTC | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | GrantDeferred Comp · Derivative | 1,644 | $55.66 Strike: $0.00 | $91,505.04 |
DisclosureSEC source: 0000109380-18-000189 · wf-form4_152823304814106.xml · derivative · entry 1 QUINN STEPHEN D · CIK 0001184842 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,747 Underlying: Common Stock · 1,644 shares Expires not disclosed F1 · derivative.exercise_date: The phantom stock units are settled in cash upon the earlier of death or retirement F1 · derivative.expiration_date: The phantom stock units are settled in cash upon the earlier of death or retirement Read SEC document |
| March 28, 2018 Filed Mar 29, 2018 19:19 UTC | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | GrantDeferred Comp · Derivative | 566.225 | $0.00 | $0.00 |
DisclosureSEC source: 0000109380-18-000107 · wf-form4_152235117721301.xml · derivative · entry 1 QUINN STEPHEN D · CIK 0001184842 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 57,145.746 Underlying: Common Stock · 566.225 shares Expires not disclosed F1 · derivative.exercise_price: Each unit is the economic equivalent of one share of common stock. F2 · derivative.exercise_date: The phantom stock units are settled in cash upon the earlier of death or retirement. F2 · derivative.expiration_date: The phantom stock units are settled in cash upon the earlier of death or retirement. Read SEC document |
| March 16, 2018 Filed Mar 19, 2018 20:29 UTC | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | Exercise / conversionStock Option (right to buy) · Derivative | 7,800 | $47.10 Strike: $47.10 | $367,380.00 |
DisclosureSEC source: 0000109380-18-000104 · wf-form4_152149137805156.xml · derivative · entry 2 QUINN STEPHEN D · CIK 0001184842 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 7,800 shares Expires 2018-04-24 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 |
| March 16, 2018 Filed Mar 19, 2018 20:29 UTC | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | Exercise / conversionCommon Stock | 7,800 | $47.10 | $367,380.00 |
DisclosureSEC source: 0000109380-18-000104 · wf-form4_152149137805156.xml · nonDerivative · entry 1 QUINN STEPHEN D · CIK 0001184842 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 114,684.161 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 |
| January 02, 2018 Filed Jan 4, 2018 21:10 UTC | GROUP 1 AUTOMOTIVE INC GPI · Entity 1789 | GrantCommon Stock | 2,640 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-18-001088 · form4.xml · nonDerivative · entry 1 QUINN STEPHEN D · CIK 0001184842 · Director · Chairman of the Board 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 42,513.16 Read SEC document |
| December 28, 2017 Filed Jan 2, 2018 17:04 UTC | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | GrantDeferred Comp · Derivative | 575.428 | $51.05 | $29,375.60 |
DisclosureSEC source: 0000109380-18-000001 · wf-form4_151491263108074.xml · derivative · entry 1 QUINN STEPHEN D · CIK 0001184842 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 56,579.521 Underlying: Common Stock · 575.428 shares Expires not disclosed F1 · derivative.exercise_price: Each unit is the economic equivalent of one share of common stock. F2 · derivative.exercise_date: The phantom stock units are settled in cash upon the earlier of death or retirement. F2 · derivative.expiration_date: The phantom stock units are settled in cash upon the earlier of death or retirement. Read SEC document |
| September 26, 2017 Filed Sep 28, 2017 20:22 UTC | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | GrantDeferred Comp · Derivative | 611.415 | $45.59 | $27,874.41 |
DisclosureSEC source: 0000109380-17-000236 · wf-form4_150663016210959.xml · derivative · entry 1 QUINN STEPHEN D · CIK 0001184842 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 55,813.194 Underlying: Common Stock · 611.415 shares Expires not disclosed F1 · derivative.exercise_price: Each unit is the economic equivalent of one share of common stock. F2 · derivative.exercise_date: The phantom stock units are settled in cash upon the earlier of death or retirement. F2 · derivative.expiration_date: The phantom stock units are settled in cash upon the earlier of death or retirement. Read SEC document |
| June 26, 2017 Filed Jun 27, 2017 17:16 UTC | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | GrantDeferred Comp · Derivative | 696.431 | $42.34 | $29,486.89 |
DisclosureSEC source: 0000109380-17-000206 · wf-form4_149858377363769.xml · derivative · entry 1 QUINN STEPHEN D · CIK 0001184842 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 52,668.97 Underlying: Common Stock · 696.431 shares Expires not disclosed F1 · derivative.exercise_price: Each unit is the economic equivalent of one share of common stock. F2 · derivative.exercise_date: The phantom stock units are settled in cash upon the earlier of death or retirement. F2 · derivative.expiration_date: The phantom stock units are settled in cash upon the earlier of death or retirement. Read SEC document |
| June 02, 2017 Filed Jun 5, 2017 21:45 UTC | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | GrantDeferred Comp · Derivative | 2,282 | $40.10 Strike: $0.00 | $91,508.20 |
DisclosureSEC source: 0000109380-17-000181 · wf-form4_149669908632575.xml · derivative · entry 1 QUINN STEPHEN D · CIK 0001184842 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,103 Underlying: Common Stock · 2,282 shares Expires not disclosed F1 · derivative.exercise_date: The phantom stock units are settled in cash upon the earlier of death or retirement F1 · derivative.expiration_date: The phantom stock units are settled in cash upon the earlier of death or retirement Read SEC document |
| April 07, 2017 Filed Apr 11, 2017 17:42 UTC | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | GrantDeferred Comp · Derivative | 752.08 | $41.22 | $31,000.74 |
DisclosureSEC source: 0000109380-17-000081 · wf-form4_149193255663782.xml · derivative · entry 1 QUINN STEPHEN D · CIK 0001184842 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 51,972.539 Underlying: Common Stock · 752.08 shares Expires not disclosed F1 · derivative.exercise_price: Each unit is the economic equivalent of one share of common stock. F2 · derivative.exercise_date: The phantom stock units are settled in cash upon the earlier of death or retirement. F2 · derivative.expiration_date: The phantom stock units are settled in cash upon the earlier of death or retirement. Read SEC document |
| January 03, 2017 Filed Jan 4, 2017 22:59 UTC | GROUP 1 AUTOMOTIVE INC GPI · Entity 1789 | GrantCommon Stock | 2,393 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-000806 · form4.xml · nonDerivative · entry 1 QUINN STEPHEN D · CIK 0001184842 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 39,873.16 Read SEC document |
| December 30, 2016 Filed Jan 4, 2017 17:45 UTC | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | GrantDeferred Comp · Derivative | 656.047 | $43.25 | $28,374.03 |
DisclosureSEC source: 0000109380-17-000001 · wf-form4_148355190474517.xml · derivative · entry 1 QUINN STEPHEN D · CIK 0001184842 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 51,129.297 Underlying: Common Stock · 656.047 shares Expires not disclosed F1 · derivative.exercise_price: Each unit is the economic equivalent of one share of common stock. F2 · derivative.exercise_date: The phantom stock units are settled in cash upon the earlier of death or retirement. F2 · derivative.expiration_date: The phantom stock units are settled in cash upon the earlier of death or retirement. Read SEC document |
| October 05, 2016 Filed Oct 7, 2016 19:33 UTC | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | GrantDeferred Comp · Derivative | 897.029 | $31.91 | $28,624.20 |
DisclosureSEC source: 0000109380-16-000514 · wf-form4_147586877040907.xml · derivative · entry 1 QUINN STEPHEN D · CIK 0001184842 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 50,369.121 Underlying: Common Stock · 897.029 shares Expires not disclosed F1 · derivative.exercise_price: Each unit is the economic equivalent of one share of common stock. F2 · derivative.exercise_date: The phantom stock units are settled in cash upon the earlier of death or retirement. F2 · derivative.expiration_date: The phantom stock units are settled in cash upon the earlier of death or retirement. 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.