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 | May 08, 2026 | May 11, 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 May 08, 2026 · Filed May 11, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | IndirectBy 401(k) Plan | 0 |
Reported balance
After 2026-05-08 transaction · row 1
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 1 · 2026-05-08 · Sale · Disposed 4,209.157 · Balance 0 |
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 |
|---|---|---|---|---|---|---|
| January 28, 2019 Filed Jan 29, 2019 21:38 UTC | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | Exercise / conversionStock Option (right to buy) · Derivative | 3,976 | $28.59 Strike: $28.59 | $113,673.84 |
DisclosureSEC source: 0000109380-19-000006 · wf-form4_154879789874921.xml · derivative · entry 6 Smith Jennifer Anne · CIK 0001658177 · Corp Chief Info Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,500 Underlying: Common Stock · 3,976 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. F1 · derivative.exercise_date: Grant has a graded vesting schedule. Date exercisable will vary for each vesting tranche. Read SEC document |
| January 28, 2019 Filed Jan 29, 2019 21:38 UTC | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | Exercise / conversionStock Option (right to buy) · Derivative | 3,770 | $27.49 Strike: $27.49 | $103,637.30 |
DisclosureSEC source: 0000109380-19-000006 · wf-form4_154879789874921.xml · derivative · entry 5 Smith Jennifer Anne · CIK 0001658177 · Corp Chief Info Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 3,770 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. F1 · derivative.exercise_date: Grant has a graded vesting schedule. Date exercisable will vary for each vesting tranche. Read SEC document |
| January 28, 2019 Filed Jan 29, 2019 21:38 UTC | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | SaleCommon Stock | 3,976 | $48.28 | $191,961.28 |
DisclosureSEC source: 0000109380-19-000006 · wf-form4_154879789874921.xml · nonDerivative · entry 4 Smith Jennifer Anne · CIK 0001658177 · Corp Chief Info Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,039.718 Read SEC document |
| January 28, 2019 Filed Jan 29, 2019 21:38 UTC | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | Exercise / conversionCommon Stock | 3,976 | $28.59 | $113,673.84 |
DisclosureSEC source: 0000109380-19-000006 · wf-form4_154879789874921.xml · nonDerivative · entry 3 Smith Jennifer Anne · CIK 0001658177 · Corp Chief Info Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,015.718 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 28, 2019 Filed Jan 29, 2019 21:38 UTC | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | SaleCommon Stock | 3,770 | $48.28 | $182,015.60 |
DisclosureSEC source: 0000109380-19-000006 · wf-form4_154879789874921.xml · nonDerivative · entry 2 Smith Jennifer Anne · CIK 0001658177 · Corp Chief Info Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,039.718 Read SEC document |
| January 28, 2019 Filed Jan 29, 2019 21:38 UTC | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | Exercise / conversionCommon Stock | 3,770 | $27.49 | $103,637.30 |
DisclosureSEC source: 0000109380-19-000006 · wf-form4_154879789874921.xml · nonDerivative · entry 1 Smith Jennifer Anne · CIK 0001658177 · Corp Chief Info Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,809.718 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 |
| June 11, 2018 Filed Jun 13, 2018 19:22 UTC | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | Tax withholdingCommon Stock | 95 | $56.57 | $5,374.15 |
DisclosureSEC source: 0000109380-18-000206 · wf-form4_152891775496621.xml · nonDerivative · entry 1 Smith Jennifer Anne · CIK 0001658177 · Corp Chief Info Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,971.513 Read SEC document |
| May 30, 2018 Filed May 31, 2018 17:04 UTC | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | Tax withholdingCommon Stock | 103 | $55.53 | $5,719.59 |
DisclosureSEC source: 0000109380-18-000176 · wf-form4_152778625198634.xml · nonDerivative · entry 1 Smith Jennifer Anne · CIK 0001658177 · Corp Chief Info Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,066.513 Read SEC document |
| May 22, 2018 Filed May 24, 2018 22:46 UTC | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | Tax withholdingCommon Stock | 205 | $58.54 | $12,000.70 |
DisclosureSEC source: 0000109380-18-000158 · wf-form4_152720192436063.xml · nonDerivative · entry 1 Smith Jennifer Anne · CIK 0001658177 · Corp Chief Info Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,169.513 Read SEC document |
| February 26, 2018 Filed Feb 27, 2018 23:46 UTC | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | Tax withholdingCommon Stock | 311 | $56.29 | $17,506.19 |
DisclosureSEC source: 0000109380-18-000066 · wf-form4_151977516423401.xml · nonDerivative · entry 2 Smith Jennifer Anne · CIK 0001658177 · Corp Chief Info Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,374.513 Read SEC document |
| February 23, 2018 Filed Feb 27, 2018 23:46 UTC | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | GrantStock Option (right to buy) · Derivative | 3,604 | $55.68 Strike: $55.68 | $200,670.72 |
DisclosureSEC source: 0000109380-18-000066 · wf-form4_151977516423401.xml · derivative · entry 3 Smith Jennifer Anne · CIK 0001658177 · Corp Chief Info Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,604 Underlying: Common Stock · 3,604 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 27, 2018 23:46 UTC | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | GrantCommon Stock | 3,305 | $55.68 | $184,022.40 |
DisclosureSEC source: 0000109380-18-000066 · wf-form4_151977516423401.xml · nonDerivative · entry 1 Smith Jennifer Anne · CIK 0001658177 · Corp Chief Info Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,685.513 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 |
| February 12, 2018 Filed Feb 13, 2018 19:00 UTC | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | Tax withholdingCommon Stock | 608 | $52.06 | $31,652.48 |
DisclosureSEC source: 0000109380-18-000043 · wf-form4_151854842313193.xml · nonDerivative · entry 1 Smith Jennifer Anne · CIK 0001658177 · Corp Chief Info Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,380.513 Read SEC document |
| June 12, 2017 Filed Jun 14, 2017 20:53 UTC | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | Tax withholdingCommon Stock | 105 | $42.93 | $4,507.65 |
DisclosureSEC source: 0000109380-17-000197 · wf-form4_149747360131031.xml · nonDerivative · entry 1 Smith Jennifer Anne · CIK 0001658177 · Corp Chief Info Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,271.745 Read SEC document |
| May 30, 2017 Filed Jun 1, 2017 20:48 UTC | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | Tax withholdingCommon Stock | 114 | $39.87 | $4,545.18 |
DisclosureSEC source: 0000109380-17-000162 · wf-form4_149635008167708.xml · nonDerivative · entry 1 Smith Jennifer Anne · CIK 0001658177 · Corp Chief Info Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,376.745 Read SEC document |
| May 24, 2017 Filed May 25, 2017 20:15 UTC | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | Tax withholdingCommon Stock | 126 | $40.70 | $5,128.20 |
DisclosureSEC source: 0000109380-17-000141 · wf-form4_149574328489899.xml · nonDerivative · entry 1 Smith Jennifer Anne · CIK 0001658177 · Corp Chief Info Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,479.342 Read SEC document |
| May 22, 2017 Filed May 24, 2017 21:10 UTC | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | Tax withholdingCommon Stock | 226 | $40.21 | $9,087.46 |
DisclosureSEC source: 0000109380-17-000127 · wf-form4_149566019871623.xml · nonDerivative · entry 1 Smith Jennifer Anne · CIK 0001658177 · Corp Chief Info Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,605.342 Read SEC document |
| February 28, 2017 Filed Mar 2, 2017 22:06 UTC | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | Tax withholdingCommon Stock | 125 | $44.93 | $5,616.25 |
DisclosureSEC source: 0000109380-17-000074 · wf-form4_148849237095984.xml · nonDerivative · entry 2 Smith Jennifer Anne · CIK 0001658177 · Corp Chief Info Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,822 Read SEC document |
| February 28, 2017 Filed Mar 2, 2017 22:06 UTC | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | Tax withholdingCommon Stock | 651 | $44.93 | $29,249.43 |
DisclosureSEC source: 0000109380-17-000074 · wf-form4_148849237095984.xml · nonDerivative · entry 1 Smith Jennifer Anne · CIK 0001658177 · Corp Chief Info Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,947 Read SEC document |
| February 24, 2017 Filed Feb 28, 2017 23:02 UTC | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | GrantStock Option (right to buy) · Derivative | 3,472 | $44.55 Strike: $44.55 | $154,677.60 |
DisclosureSEC source: 0000109380-17-000071 · wf-form4_148832294671925.xml · derivative · entry 2 Smith Jennifer Anne · CIK 0001658177 · Corp Chief Info Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,472 Underlying: Common Stock · 3,472 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 23:02 UTC | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | GrantCommon Stock | 3,591 | $44.55 | $159,979.05 |
DisclosureSEC source: 0000109380-17-000071 · wf-form4_148832294671925.xml · nonDerivative · entry 1 Smith Jennifer Anne · CIK 0001658177 · Corp Chief Info Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,598 Read SEC document |
| February 13, 2017 Filed Feb 14, 2017 19:55 UTC | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | Tax withholdingCommon Stock | 673 | $44.08 | $29,665.84 |
DisclosureSEC source: 0000109380-17-000042 · wf-form4_148710210699323.xml · nonDerivative · entry 1 Smith Jennifer Anne · CIK 0001658177 · Corp Chief Info Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,007 Read SEC document |
| February 07, 2017 Filed Feb 8, 2017 21:51 UTC | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | Exercise / conversionStock Option (right to buy) · Derivative | 3,944 | $27.49 Strike: $27.49 | $108,420.56 |
DisclosureSEC source: 0001658177-17-000001 · wf-form4_148659065507029.xml · derivative · entry 3 Smith Jennifer Anne · CIK 0001658177 · Corp Chief Info Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,770 Underlying: Common Stock · 3,944 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. F1 · derivative.exercise_date: Grant has a graded vesting schedule. Date exercisable will vary for each vesting tranche. Read SEC document |
| February 07, 2017 Filed Feb 8, 2017 21:51 UTC | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | Tax withholdingCommon Stock | 2,518 | $43.05 | $108,399.90 |
DisclosureSEC source: 0001658177-17-000001 · wf-form4_148659065507029.xml · nonDerivative · entry 2 Smith Jennifer Anne · CIK 0001658177 · Corp Chief Info Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,680 Read SEC document |
| February 07, 2017 Filed Feb 8, 2017 21:51 UTC | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | Exercise / conversionCommon Stock | 3,944 | $27.49 | $108,420.56 |
DisclosureSEC source: 0001658177-17-000001 · wf-form4_148659065507029.xml · nonDerivative · entry 1 Smith Jennifer Anne · CIK 0001658177 · Corp Chief Info Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,198 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.