Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| ALLSTATE CORPALL · Entity 2989 | President,Enterprise Solutions | February 24, 2026 | February 26, 2026 |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ZION · Entity 3544 | Director | May 01, 2026 | May 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.
ALLSTATE CORP
Report date February 24, 2026 · Filed February 26, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 109,739 |
Ending reported balance
After 2026-02-24 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2026-02-24 · Exercise / conversion · Acquired 680 · Balance 110,025 F1: Conversion of previously awarded Restricted Stock Units (RSUs) into an equal number of common shares, without the payment of any consideration, pursuant to The Allstate Corporation 2019 Equity Incentive Plan. The remaining RSUs will convert on February 24, 2027 and February 24, 2028. Row 2 · 2026-02-24 · Tax withholding · Disposed 286 · Balance 109,739 |
| Restricted Stock UnitsSEC Table II · derivative / convertible security · Expires 2028-02-24 | Direct | 1,360 |
Reported balance
After 2026-02-24 transaction · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · 2026-02-24 · Exercise / conversion · Disposed 680 · Balance 1,360 F1: Conversion of previously awarded Restricted Stock Units (RSUs) into an equal number of common shares, without the payment of any consideration, pursuant to The Allstate Corporation 2019 Equity Incentive Plan. The remaining RSUs will convert on February 24, 2027 and February 24, 2028. |
| Common StockSEC Table I · non-derivative | IndirectBy 401(k) Plan | 1,335 |
Reported balance
Holding disclosure · report date 2026-02-24 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 1,335 |
| Common StockSEC Table I · non-derivative | IndirectVVG Holdings LLC | 7 |
Reported balance
Holding disclosure · report date 2026-02-24 · row 4
Holding and transaction disclosures are not merged.
1 source rowRow 4 · Balance 7 |
Filing footnotes · ownership attribution and instrument terms
F1: Conversion of previously awarded Restricted Stock Units (RSUs) into an equal number of common shares, without the payment of any consideration, pursuant to The Allstate Corporation 2019 Equity Incentive Plan. The remaining RSUs will convert on February 24, 2027 and February 24, 2028.
ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/
Report date May 01, 2026 · Filed May 04, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Deferred CompSEC Table II · derivative / convertible security | Direct | 36,411.72 |
Reported balance
After 2026-05-01 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2026-05-01 · Grant · Acquired 2,055 · Balance 36,411.72 F1: Each unit is the economic equivalent of one share of common stock. F2: The phantom stock units are settled in cash upon the earlier of death or retirement |
Filing footnotes · ownership attribution and instrument terms
F1: Each unit is the economic equivalent of one share of common stock.
F2: 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 |
|---|---|---|---|---|---|---|
| February 08, 2019 Filed Feb 12, 2019 21:49 UTC | ALLSTATE CORP ALL · Entity 2989 | GrantEmployee Stock Option (Right to Buy) · Derivative | 42,838 | $0.00 Strike: $92.46 | $0.00 |
DisclosureSEC source: 0001127602-19-005390 · form4.xml · derivative · entry 1 Gupta Suren · CIK 0001518079 · Executive Vice President - AIC 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 42,838 Underlying: Common Stock · 42,838 shares Expires 2029-02-08 F1 · derivative.exercise_date: Option exercisable in three increments, with one third vesting on February 8, 2020, February 8, 2021, and February 8, 2022, with any fractional shares to be rounded as provided for in award agreement. Read SEC document |
| June 01, 2018 Filed Jun 5, 2018 21:08 UTC | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | GrantDeferred Comp · Derivative | 1,644 | $55.66 Strike: $0.00 | $91,505.04 |
DisclosureSEC source: 0000109380-18-000184 · wf-form4_152823292167214.xml · derivative · entry 1 Gupta Suren · CIK 0001518079 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,157 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 |
| February 22, 2018 Filed Feb 26, 2018 22:19 UTC | ALLSTATE CORP ALL · Entity 2989 | GrantEmployee Stock Option (Right to Buy) · Derivative | 38,732 | $0.00 Strike: $92.80 | $0.00 |
DisclosureSEC source: 0001127602-18-008461 · form4.xml · derivative · entry 1 Gupta Suren · CIK 0001518079 · Executive Vice President - AIC 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 38,732 Underlying: Common Stock · 38,732 shares Expires 2028-02-22 F1 · derivative.exercise_date: Option exercisable in three increments, with one third vesting on February 22, 2019, February 22, 2020, and February 22, 2021, with any fractional shares to be rounded as provided for in award agreement. Read SEC document |
| February 18, 2018 Filed Feb 21, 2018 21:19 UTC | ALLSTATE CORP ALL · Entity 2989 | Tax withholdingCommon Stock | 2,462 | $95.04 | $233,988.48 |
DisclosureSEC source: 0001127602-18-007547 · form4.xml · nonDerivative · entry 2 Gupta Suren · CIK 0001518079 · Executive Vice President - AIC 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,217 F2 · shares: Shares withheld to satisfy tax withholding obligations incident to the conversion of performance stock award. Read SEC document |
| February 18, 2018 Filed Feb 21, 2018 21:19 UTC | ALLSTATE CORP ALL · Entity 2989 | GrantCommon Stock | 8,360 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-18-007547 · form4.xml · nonDerivative · entry 1 Gupta Suren · CIK 0001518079 · Executive Vice President - AIC 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,679 F1 · shares: Shares acquired upon conversion of 2015 performance stock award, pursuant to The Allstate Corporation 2013 Equity Incentive Plan. Read SEC document |
| November 10, 2017 Filed Nov 14, 2017 21:38 UTC | ALLSTATE CORP ALL · Entity 2989 | Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 75,692 | $0.00 Strike: $31.56 | $0.00 |
DisclosureSEC source: 0001127602-17-032056 · form4.xml · derivative · entry 6 Gupta Suren · CIK 0001518079 · Executive Vice President - AIC 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 75,692 shares Expires 2022-02-21 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 |
| November 10, 2017 Filed Nov 14, 2017 21:38 UTC | ALLSTATE CORP ALL · Entity 2989 | SaleCommon Stock | 27,550 | $98.44 | $2,712,022.00 |
DisclosureSEC source: 0001127602-17-032056 · form4.xml · nonDerivative · entry 3 Gupta Suren · CIK 0001518079 · Executive Vice President - AIC 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,319 F3 · price: Reflects weighted average sale price for open-market sales transaction reported herein. Actual sale prices ranged from $98.10 to $98.75. The reporting person provided the issuer, and will provide any security holder of The Allstate Corporation or member of the SEC staff, full information regarding the number of shares sold at each separate price upon request. Read SEC document |
| November 10, 2017 Filed Nov 14, 2017 21:38 UTC | ALLSTATE CORP ALL · Entity 2989 | SaleCommon Stock | 75,692 | $98.77 | $7,476,098.84 |
DisclosureSEC source: 0001127602-17-032056 · form4.xml · nonDerivative · entry 2 Gupta Suren · CIK 0001518079 · Executive Vice President - AIC 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 51,869 F2 · price: Reflects weighted average sale price for open-market sales transaction reported herein. Actual sale prices ranged from $98.31 to $99.16. The reporting person provided the issuer, and will provide any security holder of The Allstate Corporation or member of the SEC staff, full information regarding the number of shares sold at each separate price upon request. Read SEC document |
| November 10, 2017 Filed Nov 14, 2017 21:38 UTC | ALLSTATE CORP ALL · Entity 2989 | Exercise / conversionCommon Stock | 75,692 | $31.56 | $2,388,839.52 |
DisclosureSEC source: 0001127602-17-032056 · form4.xml · nonDerivative · entry 1 Gupta Suren · CIK 0001518079 · Executive Vice President - AIC 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 127,561 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 · balance_after: The transactions reported on this Form 4 were effected pursuant to a Rule 10b5-1(c) trading plan that became effective on November 9, 2017. Read SEC document |
| June 02, 2017 Filed Jun 5, 2017 21:43 UTC | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | GrantDeferred Comp · Derivative | 2,282 | $40.10 Strike: $0.00 | $91,508.20 |
DisclosureSEC source: 0000109380-17-000176 · wf-form4_149669896576701.xml · derivative · entry 1 Gupta Suren · CIK 0001518079 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,513 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 |
| February 18, 2017 Filed Feb 22, 2017 20:58 UTC | ALLSTATE CORP ALL · Entity 2989 | Tax withholdingCommon Stock | 3,922 | $80.44 | $315,485.68 |
DisclosureSEC source: 0001127602-17-007669 · form4.xml · nonDerivative · entry 2 Gupta Suren · CIK 0001518079 · Executive Vice President - AIC 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 51,869 F2 · shares: Shares withheld to satisfy tax withholding obligations incident to the conversion of performance stock award. Read SEC document |
| February 18, 2017 Filed Feb 22, 2017 20:58 UTC | ALLSTATE CORP ALL · Entity 2989 | GrantCommon Stock | 12,519 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-007669 · form4.xml · nonDerivative · entry 1 Gupta Suren · CIK 0001518079 · Executive Vice President - AIC 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 55,791 F1 · shares: Shares acquired upon vesting and conversion of 2014 performance stock award, pursuant to The Allstate Corporation 2013 Equity Incentive Plan. Read SEC document |
| February 09, 2017 Filed Feb 13, 2017 23:51 UTC | ALLSTATE CORP ALL · Entity 2989 | GrantEmployee Stock Option (Right to Buy) · Derivative | 41,408 | $0.00 Strike: $78.35 | $0.00 |
DisclosureSEC source: 0001127602-17-005602 · form4.xml · derivative · entry 1 Gupta Suren · CIK 0001518079 · Executive Vice President - AIC 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 41,408 Underlying: Common Stock · 41,408 shares Expires 2027-02-09 F1 · derivative.exercise_date: Option exercisable in three increments, with one third vesting on February 9, 2018, February 9, 2019, and February 9, 2020, with any fractional shares to be rounded as provided for in award agreement. Read SEC document |
| December 13, 2016 Filed Dec 15, 2016 22:25 UTC | ALLSTATE CORP ALL · Entity 2989 | Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 46,297 | $0.00 Strike: $33.88 | $0.00 |
DisclosureSEC source: 0001127602-16-070150 · form4.xml · derivative · entry 4 Gupta Suren · CIK 0001518079 · Executive Vice President - AIC 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 46,297 shares Expires 2021-05-02 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 |
| December 13, 2016 Filed Dec 15, 2016 22:25 UTC | ALLSTATE CORP ALL · Entity 2989 | SaleCommon Stock | 46,297 | $72.69 | $3,365,328.93 |
DisclosureSEC source: 0001127602-16-070150 · form4.xml · nonDerivative · entry 2 Gupta Suren · CIK 0001518079 · Executive Vice President - AIC 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 44,272 F2 · price: Reflects weighted average sale price for open-market sales transaction reported herein. Actual sale prices ranged from $72.54 to $73.08. The reporting person provided the issuer, and will provide any security holder of The Allstate Corporation or member of the SEC staff, full information regarding the number of shares sold at each separate price upon request. Read SEC document |
| December 13, 2016 Filed Dec 15, 2016 22:25 UTC | ALLSTATE CORP ALL · Entity 2989 | Exercise / conversionCommon Stock | 46,297 | $33.88 | $1,568,542.36 |
DisclosureSEC source: 0001127602-16-070150 · form4.xml · nonDerivative · entry 1 Gupta Suren · CIK 0001518079 · Executive Vice President - AIC 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 90,569 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 · balance_after: The transactions reported on this Form 4 were effected pursuant to a Rule 10b5-1(c) trading plan that became effective on December 9, 2016. Read SEC document |
| December 09, 2016 Filed Dec 20, 2016 20:20 UTC | ALLSTATE CORP ALL · Entity 2989 | GiftCommon Stock | 1,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-16-070541 · form4.xml · nonDerivative · entry 2 Gupta Suren · CIK 0001518079 · Executive Vice President - AIC 10b5-1 filing: Not disclosed Ownership: Indirect · By sons Disclosed balance after: 1,000 F1 · shares: Reflects reporting person's gift of shares to his two sons (500 shares each), who share reporting person's household. Read SEC document |
| December 09, 2016 Filed Dec 20, 2016 20:20 UTC | ALLSTATE CORP ALL · Entity 2989 | GiftCommon Stock | 1,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-16-070541 · form4.xml · nonDerivative · entry 1 Gupta Suren · CIK 0001518079 · Executive Vice President - AIC 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 43,272 F1 · shares: Reflects reporting person's gift of shares to his two sons (500 shares each), who share reporting person's household. 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.