Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| National Bank Holdings CorpNBHC · Entity 4575 | PRESIDENT | April 28, 2026 | April 30, 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 April 28, 2026 · Filed April 30, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 261,186 |
Reported balance
After 2026-04-28 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-04-28 · Tax withholding · Disposed 3,259 · Balance 261,186 F1: Represents shares withheld for payment of tax liability upon vesting of a portion of the restricted stock awards granted to the reporting person on 4/1/2023, 4/1/2024, and 4/1/2025. F2: Includes 214,275 shares of restricted common stock. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents shares withheld for payment of tax liability upon vesting of a portion of the restricted stock awards granted to the reporting person on 4/1/2023, 4/1/2024, and 4/1/2025.
F2: Includes 214,275 shares of restricted common stock.
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 |
|---|---|---|---|---|---|---|
| April 01, 2020 Filed Apr 3, 2020 20:37 UTC | National Bank Holdings Corp NBHC · Entity 4575 | GrantEmployee Stock Option (Right to Buy) · Derivative | 17,552 | $0.00 Strike: $23.10 | $0.00 |
DisclosureSEC source: 0001179110-20-004629 · edgar.xml · derivative · entry 2 Birkans Aldis · CIK 0001558072 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,552 Underlying: Common Stock · 17,552 shares Expires 2030-04-01 F2 · derivative.exercise_date: Granted under the NBHC 2014 Omnibus Incentive Plan. The stock option award is scheduled to vest in three equal annual installments beginning on April 28, 2021. Read SEC document |
| April 01, 2020 Filed Apr 3, 2020 20:37 UTC | National Bank Holdings Corp NBHC · Entity 4575 | GrantCommon Stock | 3,772 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-20-004629 · edgar.xml · nonDerivative · entry 1 Birkans Aldis · CIK 0001558072 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,999 F1 · shares: Shares of restricted stock granted under the NBHC 2014 Omnibus Incentive Plan. The shares are time vesting and vest in three equal annual installments beginning on April 28, 2021. Read SEC document |
| March 01, 2020 Filed Mar 3, 2020 23:11 UTC | National Bank Holdings Corp NBHC · Entity 4575 | Tax withholdingCommon Stock | 1,368 | $30.59 | $41,847.12 |
DisclosureSEC source: 0001179110-20-002941 · edgar.xml · nonDerivative · entry 2 Birkans Aldis · CIK 0001558072 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,227 F3 · shares: Shares withheld to settle income tax liability on restricted stock that vested upon settlement of the above-referenced performance stock unit award on March 1, 2020. Read SEC document |
| March 01, 2020 Filed Mar 3, 2020 23:11 UTC | National Bank Holdings Corp NBHC · Entity 4575 | GrantCommon Stock | 2,933 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-20-002941 · edgar.xml · nonDerivative · entry 1 Birkans Aldis · CIK 0001558072 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,595 F1 · shares: Shares of common stock acquired upon settlement of a performance stock unit award granted to the reporting person on March 1, 2017. F2 · balance_after: Includes 263 and 109 shares acquired under the National Bank Holdings Corporation Employee Stock Purchase Plan on August 30, 2019 and February 28, 2020, respectively. Read SEC document |
| April 28, 2019 Filed Apr 30, 2019 23:05 UTC | National Bank Holdings Corp NBHC · Entity 4575 | Tax withholdingCommon Stock | 690 | $37.68 | $25,999.20 |
DisclosureSEC source: 0001179110-19-005323 · edgar.xml · nonDerivative · entry 1 Birkans Aldis · CIK 0001558072 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,290 F1 · shares: Shares withheld to settle income tax liability on restricted stock that vested on April 28, 2019. Read SEC document |
| April 01, 2019 Filed Apr 3, 2019 22:13 UTC | National Bank Holdings Corp NBHC · Entity 4575 | GrantEmployee Stock Option (Right to Buy) · Derivative | 7,631 | $0.00 Strike: $34.08 | $0.00 |
DisclosureSEC source: 0001179110-19-004713 · edgar.xml · derivative · entry 2 Birkans Aldis · CIK 0001558072 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,631 Underlying: Common Stock · 7,631 shares Expires 2029-04-01 F2 · derivative.exercise_date: Granted under the NBHC 2014 Omnibus Incentive Plan. The stock option award is scheduled to vest in three equal annual installments beginning on April 28, 2020. Read SEC document |
| April 01, 2019 Filed Apr 3, 2019 22:13 UTC | National Bank Holdings Corp NBHC · Entity 4575 | GrantCommon Stock | 2,112 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-19-004713 · edgar.xml · nonDerivative · entry 1 Birkans Aldis · CIK 0001558072 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,980 F1 · shares: Shares of restricted stock granted under the NBHC 2014 Omnibus Incentive Plan. The shares are time vesting and vest in three equal annual installments beginning on April 28, 2020. Read SEC document |
| March 01, 2019 Filed Mar 5, 2019 22:07 UTC | National Bank Holdings Corp NBHC · Entity 4575 | Tax withholdingCommon Stock | 1,091 | $36.00 | $39,276.00 |
DisclosureSEC source: 0001179110-19-003288 · edgar.xml · nonDerivative · entry 2 Birkans Aldis · CIK 0001558072 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,868 F3 · shares: Shares withheld to settle income tax liability on restricted stock that vested upon settlement of the above-referenced performance stock unit award on March 1, 2019. Read SEC document |
| March 01, 2019 Filed Mar 5, 2019 22:07 UTC | National Bank Holdings Corp NBHC · Entity 4575 | GrantCommon Stock | 2,324 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-19-003288 · edgar.xml · nonDerivative · entry 1 Birkans Aldis · CIK 0001558072 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,959 F1 · shares: Shares of common stock acquired upon settlement of a performance stock unit award granted to the reporting person on March 1, 2016. F2 · balance_after: Includes 131 and 85 shares acquired under the National Bank Holdings Corporation Employee Stock Purchase Plan on August 31, 2018 and February 28, 2019, respectively. 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.