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 & · Division CEO | July 26, 2024 | July 29, 2024 |
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 July 26, 2024 · Filed July 29, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 24,640 |
Reported balance
After 2024-07-26 transaction · row 1
1 source rowRow 1 · 2024-07-26 · Sale · Disposed 1,917 · Balance 24,640 |
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 13, 2019 Filed Feb 14, 2019 22:35 UTC | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | Tax withholdingCommon Stock | 2,600 | $49.50 | $128,700.00 |
DisclosureSEC source: 0000109380-19-000033 · wf-form4_155018369144781.xml · nonDerivative · entry 3 SHIREY TERRY ALAN · CIK 0001331637 · EVP, Chief Banking Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,610 Read SEC document |
| February 13, 2019 Filed Feb 14, 2019 22:35 UTC | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | Exercise / conversionCommon Stock | 4,718 | $18.87 | $89,028.66 |
DisclosureSEC source: 0000109380-19-000033 · wf-form4_155018369144781.xml · nonDerivative · entry 2 SHIREY TERRY ALAN · CIK 0001331637 · EVP, Chief Banking Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,210 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 |
| February 13, 2019 Filed Feb 14, 2019 22:35 UTC | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | SaleCommon Stock | 500 | $49.51 | $24,756.00 |
DisclosureSEC source: 0000109380-19-000033 · wf-form4_155018369144781.xml · nonDerivative · entry 1 SHIREY TERRY ALAN · CIK 0001331637 · EVP, Chief Banking Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,492 Read SEC document |
| February 12, 2019 Filed Feb 13, 2019 22:39 UTC | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | Tax withholdingCommon Stock | 196 | $49.89 | $9,778.44 |
DisclosureSEC source: 0000109380-19-000027 · wf-form4_155009755956599.xml · nonDerivative · entry 1 SHIREY TERRY ALAN · CIK 0001331637 · EVP, Chief Banking Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,992 Read SEC document |
| May 30, 2018 Filed May 31, 2018 17:04 UTC | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | Tax withholdingCommon Stock | 55 | $55.53 | $3,054.15 |
DisclosureSEC source: 0000109380-18-000175 · wf-form4_152778619042874.xml · nonDerivative · entry 1 SHIREY TERRY ALAN · CIK 0001331637 · EVP, Chief Banking Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,188 Read SEC document |
| May 22, 2018 Filed May 24, 2018 22:45 UTC | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | Tax withholdingCommon Stock | 106 | $58.54 | $6,205.24 |
DisclosureSEC source: 0000109380-18-000157 · wf-form4_152720190291322.xml · nonDerivative · entry 1 SHIREY TERRY ALAN · CIK 0001331637 · EVP, Chief Banking Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,243 Read SEC document |
| February 26, 2018 Filed Feb 27, 2018 23:54 UTC | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | Tax withholdingCommon Stock | 200 | $56.29 | $11,258.00 |
DisclosureSEC source: 0000109380-18-000074 · wf-form4_151977564787401.xml · nonDerivative · entry 2 SHIREY TERRY ALAN · CIK 0001331637 · EVP, Chief Banking Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,349 Read SEC document |
| February 23, 2018 Filed Feb 27, 2018 23:54 UTC | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | GrantStock Option (right to buy) · Derivative | 2,429 | $55.68 Strike: $55.68 | $135,246.72 |
DisclosureSEC source: 0000109380-18-000074 · wf-form4_151977564787401.xml · derivative · entry 3 SHIREY TERRY ALAN · CIK 0001331637 · EVP, Chief Banking Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,429 Underlying: Common Stock · 2,429 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 27, 2018 23:54 UTC | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | GrantCommon Stock | 2,227 | $55.68 | $123,999.36 |
DisclosureSEC source: 0000109380-18-000074 · wf-form4_151977564787401.xml · nonDerivative · entry 1 SHIREY TERRY ALAN · CIK 0001331637 · EVP, Chief Banking Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,549 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 13, 2018 Filed Feb 15, 2018 16:18 UTC | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | Exercise / conversionStock Option (right to buy) · Derivative | 4,815 | $0.00 Strike: $23.71 | $0.00 |
DisclosureSEC source: 0000109380-18-000054 · wf-form4_151871148459375.xml · derivative · entry 3 SHIREY TERRY ALAN · CIK 0001331637 · EVP, Chief Banking Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 4,815 shares Expires 2018-05-26 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 · derivative.exercise_date: Grant has a graded vesting schedule. Date exercisable will vary for each vesting tranche. Read SEC document |
| February 13, 2018 Filed Feb 15, 2018 16:18 UTC | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | Tax withholdingCommon Stock | 2,194 | $52.05 | $114,197.70 |
DisclosureSEC source: 0000109380-18-000054 · wf-form4_151871148459375.xml · nonDerivative · entry 2 SHIREY TERRY ALAN · CIK 0001331637 · EVP, Chief Banking Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,322 Read SEC document |
| February 13, 2018 Filed Feb 15, 2018 16:18 UTC | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | Exercise / conversionCommon Stock | 4,815 | $23.71 | $114,163.65 |
DisclosureSEC source: 0000109380-18-000054 · wf-form4_151871148459375.xml · nonDerivative · entry 1 SHIREY TERRY ALAN · CIK 0001331637 · EVP, Chief Banking Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,516 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 |
| February 12, 2018 Filed Feb 13, 2018 18:51 UTC | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | Tax withholdingCommon Stock | 196 | $52.06 | $10,203.76 |
DisclosureSEC source: 0000109380-18-000034 · wf-form4_151854788542511.xml · nonDerivative · entry 1 SHIREY TERRY ALAN · CIK 0001331637 · EVP, Chief Banking Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,701 Read SEC document |
| August 04, 2017 Filed Jan 25, 2018 22:56 UTC | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | Exercise / conversionStock Option (right to buy) · Derivative | 1,010 | $46.42 Strike: $23.71 | $46,884.20 |
DisclosureSEC source: 0000109380-18-000005 · wf-form5_151692098203973.xml · derivative · entry 5 SHIREY TERRY ALAN · CIK 0001331637 · EVP, Chief Banking Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,815 Underlying: Common Stock · 1,010 shares Expires 2018-05-26 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 · security: Unreported transaction identified during year end reconciliation. F2 · derivative.exercise_date: Grant has a graded vesting schedule. Date exercisable will vary for each vesting tranche. Read SEC document |
| August 04, 2017 Filed Jan 25, 2018 22:56 UTC | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | Exercise / conversionStock Option (right to buy) · Derivative | 2,175 | $46.41 Strike: $23.71 | $100,941.75 |
DisclosureSEC source: 0000109380-18-000005 · wf-form5_151692098203973.xml · derivative · entry 4 SHIREY TERRY ALAN · CIK 0001331637 · EVP, Chief Banking Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,825 Underlying: Common Stock · 2,175 shares Expires 2018-05-26 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 · security: Unreported transaction identified during year end reconciliation. F2 · derivative.exercise_date: Grant has a graded vesting schedule. Date exercisable will vary for each vesting tranche. Read SEC document |
| August 04, 2017 Filed Jan 25, 2018 22:56 UTC | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | Exercise / conversionCommon Stock | 1,010 | $23.71 | $23,947.10 |
DisclosureSEC source: 0000109380-18-000005 · wf-form5_151692098203973.xml · nonDerivative · entry 3 SHIREY TERRY ALAN · CIK 0001331637 · EVP, Chief Banking Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,369 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: Unreported transaction identified during year end reconciliation. Read SEC document |
| August 04, 2017 Filed Jan 25, 2018 22:56 UTC | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | SaleCommon Stock | 2,175 | $46.41 | $100,941.75 |
DisclosureSEC source: 0000109380-18-000005 · wf-form5_151692098203973.xml · nonDerivative · entry 2 SHIREY TERRY ALAN · CIK 0001331637 · EVP, Chief Banking Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,359 F1 · date: Unreported transaction identified during year end reconciliation. Read SEC document |
| August 04, 2017 Filed Jan 25, 2018 22:56 UTC | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | Exercise / conversionCommon Stock | 2,175 | $23.71 | $51,569.25 |
DisclosureSEC source: 0000109380-18-000005 · wf-form5_151692098203973.xml · nonDerivative · entry 1 SHIREY TERRY ALAN · CIK 0001331637 · EVP, Chief Banking Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,534 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: Unreported transaction identified during year end reconciliation. Read SEC document |
| February 24, 2017 Filed Feb 28, 2017 23:02 UTC | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | GrantStock Option (right to buy) · Derivative | 2,604 | $44.55 Strike: $44.55 | $116,008.20 |
DisclosureSEC source: 0000109380-17-000070 · wf-form4_148832292790873.xml · derivative · entry 2 SHIREY TERRY ALAN · CIK 0001331637 · EVP, Chief Banking Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,604 Underlying: Common Stock · 2,604 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 23:02 UTC | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | GrantCommon Stock | 2,694 | $44.55 | $120,017.70 |
DisclosureSEC source: 0000109380-17-000070 · wf-form4_148832292790873.xml · nonDerivative · entry 1 SHIREY TERRY ALAN · CIK 0001331637 · EVP, Chief Banking Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,359 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.