Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| National Bank Holdings CorpNBHC · Entity 4575 | Director | May 06, 2026 | May 08, 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.
National Bank Holdings Corp
Report date May 06, 2026 · Filed May 08, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 32,385 |
Reported balance
After 2026-05-06 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-05-06 · Tax withholding · Disposed 613 · Balance 32,385 F1: Represents shares withheld for payment of tax liability upon vesting of the remainder of the restricted stock award granted to the reporting person on 04/30/2025. |
| Common StockSEC Table I · non-derivative | Direct | 35,538 |
Reported balance
After 2026-05-07 transaction · row 2
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 2 · 2026-05-07 · Grant · Acquired 3,153 · Balance 35,538 F2: This transaction represents a grant of restricted stock by the Issuer. Therefore, no consideration other than the value of services rendered was paid. F3: Total includes 3,153 unvested shares of restricted stock awarded under the National Bank Holdings Corporation 2023 Omnibus Incentive Plan, as amended and restated May 7, 2026, that will vest in two equal installments on (i) the 180th day following the date of grant and (ii) the day before the registrant's 2027 Annual Meeting of Shareholders, subject to continued service through the date of vesting. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents shares withheld for payment of tax liability upon vesting of the remainder of the restricted stock award granted to the reporting person on 04/30/2025.
F2: This transaction represents a grant of restricted stock by the Issuer. Therefore, no consideration other than the value of services rendered was paid.
F3: Total includes 3,153 unvested shares of restricted stock awarded under the National Bank Holdings Corporation 2023 Omnibus Incentive Plan, as amended and restated May 7, 2026, that will vest in two equal installments on (i) the 180th day following the date of grant and (ii) the day before the registrant's 2027 Annual Meeting of Shareholders, subject to continued service through the date of vesting.
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 31, 2017 Filed Feb 1, 2017 22:34 UTC | National Bank Holdings Corp NBHC · Entity 4575 | Exercise / conversionStock Option (Right to Buy) · Derivative | 8,000 | $0.00 Strike: $20.00 | $0.00 |
DisclosureSEC source: 0001179110-17-001439 · edgar.xml · derivative · entry 4 Dean Robert E · CIK 0001300695 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 8,000 shares Expires 2018-10-11 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: Time-vested stock option award. Award vested in two equal annual installments, the first of which occurred on October 11, 2013. Read SEC document |
| January 31, 2017 Filed Feb 1, 2017 22:34 UTC | National Bank Holdings Corp NBHC · Entity 4575 | SaleCommon Stock | 6,000 | $32.13 | $192,750.00 |
DisclosureSEC source: 0001179110-17-001439 · edgar.xml · nonDerivative · entry 3 Dean Robert E · CIK 0001300695 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,632 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $32.10 to $32.20, inclusive. The reporting person undertakes to provide to NBHC, any security holder of NBHC, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote to this Form 4. Read SEC document |
| January 31, 2017 Filed Feb 1, 2017 22:34 UTC | National Bank Holdings Corp NBHC · Entity 4575 | Tax withholdingCommon Stock | 4,924 | $32.50 | $160,030.00 |
DisclosureSEC source: 0001179110-17-001439 · edgar.xml · nonDerivative · entry 2 Dean Robert E · CIK 0001300695 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,632 Read SEC document |
| January 31, 2017 Filed Feb 1, 2017 22:34 UTC | National Bank Holdings Corp NBHC · Entity 4575 | Exercise / conversionCommon Stock | 8,000 | $20.00 | $160,000.00 |
DisclosureSEC source: 0001179110-17-001439 · edgar.xml · nonDerivative · entry 1 Dean Robert E · CIK 0001300695 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 36,556 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 |
| October 31, 2016 Filed Nov 2, 2016 17:27 UTC | National Bank Holdings Corp NBHC · Entity 4575 | Tax withholdingCommon Stock | 1,038 | $24.34 | $25,264.92 |
DisclosureSEC source: 0001179110-16-031079 · edgar.xml · nonDerivative · entry 1 Dean Robert E · CIK 0001300695 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,556 F1 · shares: Shares withheld to settle income tax liability on restricted stock that vested on October 31, 2016. 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.