Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ZION · Entity 3544 | Director | June 02, 2026 | June 04, 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 June 02, 2026 · Filed June 04, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Deferred CompSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 1,921 |
Reported balance
After 2026-06-02 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2026-06-02 · Grant · Acquired 1,921 · Balance 1,921 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 02, 2026 Filed Jun 4, 2026 20:34 UTC | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | GrantDeferred Comp · Derivative | 1,921 | $62.02 Strike: $0.00 | $119,140.42 |
DisclosureSEC source: 0000109380-26-000093 · wk-form4_1780605245.xml · derivative · entry 1 Ryan Daniel Joseph · CIK 0002138849 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,921 Underlying: Common Stock · 1,921 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.