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 · & CFO | December 23, 2025 | December 23, 2025 |
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 December 23, 2025 · Filed December 23, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 89,528 |
Reported balance
After 2025-12-23 transaction · row 1
1 source rowRow 1 · 2025-12-23 · Gift · Disposed 4,698 · Balance 89,528 F1: Bona fide gift |
Filing footnotes · ownership attribution and instrument terms
F1: Bona fide gift
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 10, 2020 Filed Feb 13, 2020 00:18 UTC | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | GrantCommon Stock | 11,825 | $45.65 | $539,811.25 |
DisclosureSEC source: 0000109380-20-000049 · wf-form4_158155308418505.xml · nonDerivative · entry 1 Burdiss Paul E. · CIK 0001639402 · Executive Vice President · & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 62,749 Read SEC document |
| May 24, 2019 Filed Jan 14, 2020 00:08 UTC | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | OtherCommon Stock | 1,080 | $0.00 | $0.00 |
DisclosureSEC source: 0000109380-20-000007 · wf-form4_157896050446502.xml · nonDerivative · entry 3 Burdiss Paul E. · CIK 0001639402 · Executive Vice President · & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 50,924 F2 · shares: Transfer to former spouse due to divorce decree. Read SEC document |
| May 22, 2019 Filed Jan 14, 2020 00:08 UTC | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | Tax withholdingCommon Stock | 2,063 | $45.42 | $93,701.46 |
DisclosureSEC source: 0000109380-20-000007 · wf-form4_157896050446502.xml · nonDerivative · entry 1 Burdiss Paul E. · CIK 0001639402 · Executive Vice President · & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 53,774 F1 · shares: Unreported transaction identified during year end reconciliation. Read SEC document |
| March 28, 2019 Filed Jan 14, 2020 00:08 UTC | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | OtherCommon Stock | 1,770 | $0.00 | $0.00 |
DisclosureSEC source: 0000109380-20-000007 · wf-form4_157896050446502.xml · nonDerivative · entry 2 Burdiss Paul E. · CIK 0001639402 · Executive Vice President · & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 52,004 F2 · shares: Transfer to former spouse due to divorce decree. Read SEC document |
| March 01, 2019 Filed Mar 5, 2019 23:08 UTC | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | GrantStock Option (right to buy) · Derivative | 10,421 | $51.17 Strike: $51.17 | $533,242.57 |
DisclosureSEC source: 0000109380-19-000069 · wf-form4_155182730346935.xml · derivative · entry 2 Burdiss Paul E. · CIK 0001639402 · Executive Vice President · & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,421 Underlying: Common Stock · 10,421 shares Expires 2026-02-28 F1 · derivative.exercise_date: Grant has a graded vesting schedule. Date exercisable will vary for each vesting tranche. Read SEC document |
| March 01, 2019 Filed Mar 5, 2019 23:08 UTC | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | GrantCommon Stock | 9,482 | $51.17 | $485,193.94 |
DisclosureSEC source: 0000109380-19-000069 · wf-form4_155182730346935.xml · nonDerivative · entry 1 Burdiss Paul E. · CIK 0001639402 · Executive Vice President · & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 55,837 Read SEC document |
| March 01, 2019 Filed Mar 20, 2019 22:08 UTC Amendment | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | GrantStock Option (right to buy) · Derivative | 11,663 | $51.17 Strike: $51.17 | $596,795.71 |
DisclosureSEC source: 0000109380-19-000091 · wf-form4a_155311967831339.xml · derivative · entry 2 Burdiss Paul E. · CIK 0001639402 · Executive Vice President · & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,663 Underlying: Common Stock · 11,663 shares Expires 2026-02-28 F1 · shares: Adjustment for final Black-Scholes valuation. F2 · derivative.exercise_date: Grant has a graded vesting schedule. Date exercisable will vary for each vesting tranche. Read SEC document |
| March 01, 2019 Filed Mar 20, 2019 22:08 UTC Amendment | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | GrantCommon Stock | 9,482 | $51.17 | $485,193.94 |
DisclosureSEC source: 0000109380-19-000091 · wf-form4a_155311967831339.xml · nonDerivative · entry 1 Burdiss Paul E. · CIK 0001639402 · Executive Vice President · & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 55,837 Read SEC document |
| February 25, 2019 Filed Feb 26, 2019 21:24 UTC | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | Tax withholdingCommon Stock | 701 | $50.99 | $35,743.99 |
DisclosureSEC source: 0000109380-19-000045 · wf-form4_155121627589063.xml · nonDerivative · entry 2 Burdiss Paul E. · CIK 0001639402 · Executive Vice President · & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 46,355 Read SEC document |
| February 25, 2019 Filed Feb 26, 2019 21:24 UTC | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | Tax withholdingCommon Stock | 794 | $50.99 | $40,486.06 |
DisclosureSEC source: 0000109380-19-000045 · wf-form4_155121627589063.xml · nonDerivative · entry 1 Burdiss Paul E. · CIK 0001639402 · Executive Vice President · & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 47,056 Read SEC document |
| February 12, 2019 Filed Feb 13, 2019 22:34 UTC | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | Tax withholdingCommon Stock | 1,521 | $49.89 | $75,882.69 |
DisclosureSEC source: 0000109380-19-000017 · wf-form4_155009726075219.xml · nonDerivative · entry 1 Burdiss Paul E. · CIK 0001639402 · Executive Vice President · & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 47,850 Read SEC document |
| February 04, 2019 Filed Feb 6, 2019 22:43 UTC | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | OtherCommon Stock | 1,397 | $0.00 | $0.00 |
DisclosureSEC source: 0000109380-19-000009 · wf-form5_154949297917138.xml · nonDerivative · entry 1 Burdiss Paul E. · CIK 0001639402 · Executive Vice President · & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 49,371 F1 · shares: Transfer to former spouse due to divorce decree. Exempt from reporting. Read SEC document |
| May 22, 2018 Filed May 24, 2018 22:40 UTC | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | OtherCommon Stock | 2,289 | $0.00 | $0.00 |
DisclosureSEC source: 0000109380-18-000145 · wf-form4_152720154771016.xml · nonDerivative · entry 2 Burdiss Paul E. · CIK 0001639402 · Executive Vice President · & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 50,768 F1 · price: Transfer to former spouse due to divorce decree. Read SEC document |
| May 22, 2018 Filed May 24, 2018 22:40 UTC | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | Tax withholdingCommon Stock | 2,065 | $58.54 | $120,885.10 |
DisclosureSEC source: 0000109380-18-000145 · wf-form4_152720154771016.xml · nonDerivative · entry 1 Burdiss Paul E. · CIK 0001639402 · Executive Vice President · & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 53,057 Read SEC document |
| February 26, 2018 Filed Feb 28, 2018 00:17 UTC | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | Tax withholdingCommon Stock | 829 | $56.29 | $46,664.41 |
DisclosureSEC source: 0000109380-18-000094 · wf-form4_151977703934995.xml · nonDerivative · entry 2 Burdiss Paul E. · CIK 0001639402 · Executive Vice President · & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 55,122 Read SEC document |
| February 23, 2018 Filed Feb 28, 2018 00:17 UTC | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | GrantStock Option (right to buy) · Derivative | 9,503 | $55.68 Strike: $55.68 | $529,127.04 |
DisclosureSEC source: 0000109380-18-000094 · wf-form4_151977703934995.xml · derivative · entry 3 Burdiss Paul E. · CIK 0001639402 · Executive Vice President · & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,503 Underlying: Common Stock · 9,503 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 28, 2018 00:17 UTC | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | GrantCommon Stock | 8,714 | $55.68 | $485,195.52 |
DisclosureSEC source: 0000109380-18-000094 · wf-form4_151977703934995.xml · nonDerivative · entry 1 Burdiss Paul E. · CIK 0001639402 · Executive Vice President · & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 55,951 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 18:46 UTC | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | Tax withholdingCommon Stock | 1,494 | $52.06 | $77,777.64 |
DisclosureSEC source: 0000109380-18-000028 · wf-form4_151854756315182.xml · nonDerivative · entry 1 Burdiss Paul E. · CIK 0001639402 · Executive Vice President · & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 47,237 Read SEC document |
| January 25, 2018 Filed Jan 25, 2018 22:56 UTC | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | OtherCommon Stock | 33,500 | $0.00 | $0.00 |
DisclosureSEC source: 0000109380-18-000004 · wf-form5_151692096462094.xml · nonDerivative · entry 1 Burdiss Paul E. · CIK 0001639402 · Executive Vice President · & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 48,731 F1 · balance_after: Transfer to former spouse due to divorce decree. Exempt from reporting. Read SEC document |
| May 31, 2017 Filed Jun 1, 2017 20:43 UTC | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | Exercise / conversionCommon Stock | 4,907 | $44.08 | $216,300.56 |
DisclosureSEC source: 0000109380-17-000150 · wf-form4_149634982187566.xml · nonDerivative · entry 2 Burdiss Paul E. · CIK 0001639402 · Executive Vice President · & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 82,231 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 · date: Processed to correct over-withholding of taxes on 2/13/17 RSU vesting. Read SEC document |
| May 30, 2017 Filed Jun 1, 2017 20:43 UTC | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | Exercise / conversionCommon Stock | 4,907 | $44.08 | $216,300.56 |
DisclosureSEC source: 0000109380-17-000150 · wf-form4_149634982187566.xml · nonDerivative · entry 1 Burdiss Paul E. · CIK 0001639402 · Executive Vice President · & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 77,324 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 · date: Processed to correct over-withholding of taxes on 2/13/17 RSU vesting. Read SEC document |
| May 22, 2017 Filed May 24, 2017 21:06 UTC | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | Tax withholdingCommon Stock | 3,342 | $40.21 | $134,381.82 |
DisclosureSEC source: 0000109380-17-000116 · wf-form4_149565996392101.xml · nonDerivative · entry 2 Burdiss Paul E. · CIK 0001639402 · Executive Vice President · & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 82,231 Read SEC document |
| May 22, 2017 Filed May 24, 2017 21:06 UTC | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | Tax withholdingCommon Stock | 1,507 | $40.21 | $60,596.47 |
DisclosureSEC source: 0000109380-17-000116 · wf-form4_149565996392101.xml · nonDerivative · entry 1 Burdiss Paul E. · CIK 0001639402 · Executive Vice President · & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 85,573 Read SEC document |
| February 24, 2017 Filed Feb 28, 2017 22:58 UTC | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | GrantStock Option (right to buy) · Derivative | 10,530 | $44.55 Strike: $44.55 | $469,111.50 |
DisclosureSEC source: 0000109380-17-000057 · wf-form4_148832267101340.xml · derivative · entry 2 Burdiss Paul E. · CIK 0001639402 · Executive Vice President · & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,530 Underlying: Common Stock · 10,530 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 22:58 UTC | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | GrantCommon Stock | 10,891 | $44.55 | $485,194.05 |
DisclosureSEC source: 0000109380-17-000057 · wf-form4_148832267101340.xml · nonDerivative · entry 1 Burdiss Paul E. · CIK 0001639402 · Executive Vice President · & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 87,080 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.