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 | 24,489 |
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 686 · Balance 24,489 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 | 27,642 |
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 27,642 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 |
|---|---|---|---|---|---|---|
| May 07, 2026 Filed May 8, 2026 20:49 UTC | National Bank Holdings Corp NBHC · Entity 4575 | GrantCommon Stock | 3,153 | $0.00 | $0.00 |
DisclosureSEC source: 0001611449-26-000002 · form4-05082026_080509.xml · nonDerivative · entry 2 Joseph Fred J. · CIK 0001611449 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 27,642 F2 · price: This transaction represents a grant of restricted stock by the Issuer. Therefore, no consideration other than the value of services rendered was paid. F3 · balance_after: 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. Read SEC document |
| May 06, 2026 Filed May 8, 2026 20:49 UTC | National Bank Holdings Corp NBHC · Entity 4575 | Tax withholdingCommon Stock | 686 | $42.96 | $29,470.56 |
DisclosureSEC source: 0001611449-26-000002 · form4-05082026_080509.xml · nonDerivative · entry 1 Joseph Fred J. · CIK 0001611449 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 24,489 F1 · shares: 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. Read SEC document |
| October 27, 2025 Filed Oct 29, 2025 22:08 UTC | National Bank Holdings Corp NBHC · Entity 4575 | Tax withholdingCommon Stock | 686 | $37.20 | $25,519.20 |
DisclosureSEC source: 0001611449-25-000004 · form4-10292025_101054.xml · nonDerivative · entry 1 Joseph Fred J. · CIK 0001611449 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 25,175 F1 · shares: Represents shares withheld for payment of tax liability upon vesting of a portion of the restricted stock award granted to the reporting person on 04/30/2025, which was previously reported in Table I of reporting person's Form 4 filed on 05/01/2025. Read SEC document |
| April 30, 2025 Filed May 2, 2025 01:32 UTC | National Bank Holdings Corp NBHC · Entity 4575 | GrantCommon Stock | 3,318 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-25-011705 · form4-05022025_010553.xml · nonDerivative · entry 2 Joseph Fred J. · CIK 0001611449 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 25,861 F2 · shares: Total includes 3,318 unvested shares of restricted stock awarded under the NBHC 2023 Omnibus Incentive Plan that are scheduled to vest in two equal installments on (i) the 180th day following the date of grant and (ii) the day before NBHC's 2026 Annual Meeting of Shareholders. Read SEC document |
| April 29, 2025 Filed May 2, 2025 01:32 UTC | National Bank Holdings Corp NBHC · Entity 4575 | Tax withholdingCommon Stock | 743 | $36.44 | $27,074.92 |
DisclosureSEC source: 0001415889-25-011705 · form4-05022025_010553.xml · nonDerivative · entry 1 Joseph Fred J. · CIK 0001611449 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 22,543 F1 · shares: Shares withheld to settle income tax liability on restricted stock that vested on April 29, 2025. Read SEC document |
| October 28, 2024 Filed Oct 30, 2024 23:06 UTC | National Bank Holdings Corp NBHC · Entity 4575 | Tax withholdingCommon Stock | 742 | $45.50 | $33,761.00 |
DisclosureSEC source: 0001415889-24-025787 · form4-10302024_111047.xml · nonDerivative · entry 1 Joseph Fred J. · CIK 0001611449 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 23,286 F1 · shares: Shares withheld to settle income tax liability on restricted stock that vested on October 28, 2024. Read SEC document |
| May 01, 2024 Filed May 3, 2024 01:16 UTC | National Bank Holdings Corp NBHC · Entity 4575 | GrantCommon Stock | 3,589 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-24-012103 · form4-05032024_010513.xml · nonDerivative · entry 2 Joseph Fred J. · CIK 0001611449 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 24,028 F2 · shares: Total includes 3,589 unvested shares of restricted stock awarded under the NBHC 2023 Omnibus Incentive Plan that are scheduled to vest in two equal installments on (i) the 180th day following the date of grant and (ii) the day before NBHC's 2025 Annual Meeting of Shareholders. Read SEC document |
| April 30, 2024 Filed May 3, 2024 01:16 UTC | National Bank Holdings Corp NBHC · Entity 4575 | Tax withholdingCommon Stock | 890 | $32.73 | $29,129.70 |
DisclosureSEC source: 0001415889-24-012103 · form4-05032024_010513.xml · nonDerivative · entry 1 Joseph Fred J. · CIK 0001611449 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 20,439 F1 · shares: Shares withheld to settle income tax liability on restricted stock that vested on April 30, 2024. Read SEC document |
| November 05, 2023 Filed Nov 7, 2023 23:46 UTC | National Bank Holdings Corp NBHC · Entity 4575 | Tax withholdingCommon Stock | 890 | $32.28 | $28,729.20 |
DisclosureSEC source: 0001415889-23-014865 · form4-11072023_111118.xml · nonDerivative · entry 1 Joseph Fred J. · CIK 0001611449 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 21,329 F1 · shares: Shares withheld to settle income tax liability on restricted stock that vested on November 5, 2023. Read SEC document |
| May 09, 2023 Filed May 10, 2023 22:16 UTC | National Bank Holdings Corp NBHC · Entity 4575 | GrantCommon Stock | 4,302 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-23-007747 · form4-05102023_100540.xml · nonDerivative · entry 2 Joseph Fred J. · CIK 0001611449 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 22,219 F2 · shares: Total includes 4,302 unvested shares of restricted stock awarded under the NBHC 2023 Omnibus Incentive Plan that are scheduled to vest in two equal installments on (i) the 180th day following the date of grant and (ii) the day before NBHC's 2024 Annual Meeting of Shareholders. Read SEC document |
| May 08, 2023 Filed May 10, 2023 22:16 UTC | National Bank Holdings Corp NBHC · Entity 4575 | Tax withholdingCommon Stock | 608 | $28.16 | $17,121.28 |
DisclosureSEC source: 0001415889-23-007747 · form4-05102023_100540.xml · nonDerivative · entry 1 Joseph Fred J. · CIK 0001611449 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 17,917 F1 · shares: Shares withheld to settle income tax liability on restricted stock that vested on May 8, 2023. Read SEC document |
| October 30, 2022 Filed Nov 2, 2022 00:56 UTC | National Bank Holdings Corp NBHC · Entity 4575 | Tax withholdingCommon Stock | 610 | $41.94 | $25,583.40 |
DisclosureSEC source: 0001415889-22-010963 · form4-11012022_051106.xml · nonDerivative · entry 1 Joseph Fred J. · CIK 0001611449 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,525 F1 · shares: Shares withheld to settle income tax liability on restricted stock that vested on October 30, 2022. Read SEC document |
| May 03, 2022 Filed May 4, 2022 23:22 UTC | National Bank Holdings Corp NBHC · Entity 4575 | GrantCommon Stock | 2,938 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-22-004650 · form4-05042022_040546.xml · nonDerivative · entry 2 Joseph Fred J. · CIK 0001611449 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,135 F2 · balance_after: Total includes 2,938 unvested shares of restricted stock awarded under the NBHC 2014 Omnibus Incentive Plan that are scheduled to vest in two equal installments on (i) the 180th day following the date of grant and (ii) the day before NBHC's 2023 Annual Meeting of Shareholders. Read SEC document |
| May 02, 2022 Filed May 4, 2022 23:22 UTC | National Bank Holdings Corp NBHC · Entity 4575 | Tax withholdingCommon Stock | 574 | $37.03 | $21,255.22 |
DisclosureSEC source: 0001415889-22-004650 · form4-05042022_040546.xml · nonDerivative · entry 1 Joseph Fred J. · CIK 0001611449 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,197 F1 · shares: Shares withheld to settle income tax liability on restricted stock that vested on May 2, 2022. Read SEC document |
| October 31, 2021 Filed Nov 3, 2021 00:17 UTC | National Bank Holdings Corp NBHC · Entity 4575 | Tax withholdingCommon Stock | 573 | $43.37 | $24,851.01 |
DisclosureSEC source: 0001179110-21-009788 · edgar.xml · nonDerivative · entry 1 Joseph Fred J. · CIK 0001611449 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,771 F1 · shares: Shares withheld to settle income tax liability on restricted stock that vested on October 31, 2021. Read SEC document |
| May 04, 2021 Filed May 5, 2021 23:12 UTC | National Bank Holdings Corp NBHC · Entity 4575 | GrantCommon Stock | 2,763 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-21-004926 · edgar.xml · nonDerivative · entry 2 Joseph Fred J. · CIK 0001611449 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,344 F2 · balance_after: Total includes 2,763 unvested shares of restricted stock awarded under the NBHC 2014 Omnibus Incentive Plan that are scheduled to vest in two equal installments on (i) the 180th day following the date of grant and (ii) the day before NBHC's 2022 Annual Meeting of Shareholders. Read SEC document |
| May 03, 2021 Filed May 5, 2021 23:12 UTC | National Bank Holdings Corp NBHC · Entity 4575 | Tax withholdingCommon Stock | 915 | $39.70 | $36,325.50 |
DisclosureSEC source: 0001179110-21-004926 · edgar.xml · nonDerivative · entry 1 Joseph Fred J. · CIK 0001611449 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,581 F1 · shares: Shares withheld to settle income tax liability on restricted stock that vested on May 3, 2021. Read SEC document |
| November 01, 2020 Filed Nov 4, 2020 00:01 UTC | National Bank Holdings Corp NBHC · Entity 4575 | Tax withholdingCommon Stock | 917 | $30.15 | $27,647.55 |
DisclosureSEC source: 0001179110-20-010774 · edgar.xml · nonDerivative · entry 1 Joseph Fred J. · CIK 0001611449 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,496 F1 · shares: Shares withheld to settle income tax liability on restricted stock that vested on November 1, 2020. Read SEC document |
| May 05, 2020 Filed May 6, 2020 22:20 UTC | National Bank Holdings Corp NBHC · Entity 4575 | GrantCommon Stock | 4,408 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-20-005528 · edgar.xml · nonDerivative · entry 2 Joseph Fred J. · CIK 0001611449 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,413 F2 · balance_after: Total includes 4,408 unvested shares of restricted stock awarded under the NBHC 2014 Omnibus Incentive Plan that are scheduled to vest in two equal installments on (i) the 180th day following the date of grant and (ii) the day before NBHC's 2021 Annual Meeting of Shareholders. Read SEC document |
| May 04, 2020 Filed May 6, 2020 22:20 UTC | National Bank Holdings Corp NBHC · Entity 4575 | Tax withholdingCommon Stock | 606 | $25.74 | $15,598.44 |
DisclosureSEC source: 0001179110-20-005528 · edgar.xml · nonDerivative · entry 1 Joseph Fred J. · CIK 0001611449 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,005 F1 · shares: Shares withheld to settle income tax liability on restricted stock that vested on May 4, 2020. Read SEC document |
| November 05, 2019 Filed Nov 7, 2019 23:10 UTC | National Bank Holdings Corp NBHC · Entity 4575 | Tax withholdingCommon Stock | 606 | $35.89 | $21,749.34 |
DisclosureSEC source: 0001179110-19-011534 · edgar.xml · nonDerivative · entry 1 Joseph Fred J. · CIK 0001611449 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,611 F1 · shares: Shares withheld to settle income tax liability on restricted stock that vested on November 5, 2019. Read SEC document |
| May 09, 2019 Filed May 10, 2019 21:12 UTC | National Bank Holdings Corp NBHC · Entity 4575 | GrantCommon Stock | 2,916 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-19-005881 · edgar.xml · nonDerivative · entry 2 Joseph Fred J. · CIK 0001611449 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,217 F2 · balance_after: Total includes 2,916 unvested shares of restricted stock awarded under the NBHC 2014 Omnibus Incentive Plan that are scheduled to vest in two equal installments on (i) the 180th day following the date of grant and (ii) the day before NBHC's 2020 Annual Meeting of Shareholders. Read SEC document |
| May 08, 2019 Filed May 10, 2019 21:12 UTC | National Bank Holdings Corp NBHC · Entity 4575 | Tax withholdingCommon Stock | 529 | $37.63 | $19,906.27 |
DisclosureSEC source: 0001179110-19-005881 · edgar.xml · nonDerivative · entry 1 Joseph Fred J. · CIK 0001611449 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,301 F1 · shares: Shares withheld to settle income tax liability on restricted stock that vested on May 8, 2019. Read SEC document |
| October 29, 2018 Filed Oct 31, 2018 21:35 UTC | National Bank Holdings Corp NBHC · Entity 4575 | Tax withholdingCommon Stock | 529 | $33.14 | $17,531.06 |
DisclosureSEC source: 0001179110-18-012422 · edgar.xml · nonDerivative · entry 1 Joseph Fred J. · CIK 0001611449 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,830 F1 · shares: Shares withheld to settle income tax liability on restricted stock that vested on October 29, 2018. Read SEC document |
| May 02, 2018 Filed May 3, 2018 21:46 UTC | National Bank Holdings Corp NBHC · Entity 4575 | GrantCommon Stock | 2,545 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-18-006180 · edgar.xml · nonDerivative · entry 2 Joseph Fred J. · CIK 0001611449 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,359 F2 · balance_after: Total includes 2,545 unvested shares of restricted stock awarded under the NBHC 2014 Omnibus Incentive Plan that are scheduled to vest in two equal installments on (i) the 180th day following the date of grant and (ii) the day before NBHC's 2019 Annual Meeting of Shareholders. Read SEC document |
| May 01, 2018 Filed May 3, 2018 21:46 UTC | National Bank Holdings Corp NBHC · Entity 4575 | Tax withholdingCommon Stock | 582 | $35.37 | $20,585.34 |
DisclosureSEC source: 0001179110-18-006180 · edgar.xml · nonDerivative · entry 1 Joseph Fred J. · CIK 0001611449 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,814 F1 · shares: Shares withheld to settle income tax liability on restricted stock that vested on May 1, 2018. Read SEC document |
| October 30, 2017 Filed Nov 1, 2017 23:29 UTC | National Bank Holdings Corp NBHC · Entity 4575 | Tax withholdingCommon Stock | 618 | $32.64 | $20,171.52 |
DisclosureSEC source: 0001179110-17-013638 · edgar.xml · nonDerivative · entry 1 Joseph Fred J. · CIK 0001611449 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,396 F1 · shares: Shares withheld to settle income tax liability on restricted stock that vested on October 30, 2017. Read SEC document |
| May 03, 2017 Filed May 4, 2017 21:25 UTC | National Bank Holdings Corp NBHC · Entity 4575 | GrantCommon Stock | 2,799 | $32.15 | $89,987.85 |
DisclosureSEC source: 0001179110-17-006570 · edgar.xml · nonDerivative · entry 2 Joseph Fred J. · CIK 0001611449 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,014 F2 · balance_after: Total includes 2,799 unvested shares of restricted stock awarded under the NBHC 2014 Omnibus Incentive Plan that are scheduled to vest in two equal installments on (i) the 180th day following the date of grant and (ii) the day before NBHC's 2018 Annual Meeting of Shareholders. Read SEC document |
| May 02, 2017 Filed May 4, 2017 21:25 UTC | National Bank Holdings Corp NBHC · Entity 4575 | Tax withholdingCommon Stock | 1,013 | $31.65 | $32,061.45 |
DisclosureSEC source: 0001179110-17-006570 · edgar.xml · nonDerivative · entry 1 Joseph Fred J. · CIK 0001611449 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,215 F1 · shares: Shares withheld to settle income tax liability on restricted stock that vested on May 2, 2017. Read SEC document |
| October 31, 2016 Filed Nov 2, 2016 17:25 UTC | National Bank Holdings Corp NBHC · Entity 4575 | Tax withholdingCommon Stock | 1,029 | $24.34 | $25,045.86 |
DisclosureSEC source: 0001179110-16-031076 · edgar.xml · nonDerivative · entry 1 Joseph Fred J. · CIK 0001611449 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,228 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.