Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ZION · Entity 3544 | Exec VP · CEO of Division | May 17, 2024 | May 21, 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 May 17, 2024 · Filed May 21, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 11,938 |
Reported balance
After 2024-05-17 transaction · row 1
1 source rowRow 1 · 2024-05-17 · Sale · Disposed 147 · Balance 11,938 |
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 23, 2017 Filed May 24, 2017 21:12 UTC | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | SaleCommon Stock | 100 | $40.43 | $4,042.50 |
DisclosureSEC source: 0000109380-17-000130 · wf-form4_149566026415073.xml · nonDerivative · entry 2 Young Mark Richard · CIK 0001644275 · Exec VP · Pres. of Subidiary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,125 Read SEC document |
| May 23, 2017 Filed May 24, 2017 21:12 UTC | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | SaleCommon Stock | 200 | $40.42 | $8,084.00 |
DisclosureSEC source: 0000109380-17-000130 · wf-form4_149566026415073.xml · nonDerivative · entry 1 Young Mark Richard · CIK 0001644275 · Exec VP · Pres. of Subidiary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,225 Read SEC document |
| May 22, 2017 Filed May 24, 2017 21:11 UTC | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | Tax withholdingCommon Stock | 158 | $40.21 | $6,353.18 |
DisclosureSEC source: 0000109380-17-000129 · wf-form4_149566024484666.xml · nonDerivative · entry 1 Young Mark Richard · CIK 0001644275 · Exec VP · Pres. of Subidiary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,923 Read SEC document |
| February 24, 2017 Filed Feb 28, 2017 23:03 UTC | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | GrantStock Option (right to buy) · Derivative | 3,472 | $44.55 Strike: $44.55 | $154,677.60 |
DisclosureSEC source: 0000109380-17-000073 · wf-form4_148832298041615.xml · derivative · entry 2 Young Mark Richard · CIK 0001644275 · Exec VP · Pres. of Subidiary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,472 Underlying: Common Stock · 3,472 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 23:03 UTC | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | GrantCommon Stock | 3,591 | $44.55 | $159,979.05 |
DisclosureSEC source: 0000109380-17-000073 · wf-form4_148832298041615.xml · nonDerivative · entry 1 Young Mark Richard · CIK 0001644275 · Exec VP · Pres. of Subidiary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,583 Read SEC document |
| February 14, 2017 Filed Feb 15, 2017 17:36 UTC | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | Exercise / conversionStock Option (right to buy) · Derivative | 2,325 | $20.99 Strike: $20.99 | $48,801.75 |
DisclosureSEC source: 0000109380-17-000045 · wf-form4_148718018991601.xml · derivative · entry 6 Young Mark Richard · CIK 0001644275 · Exec VP · Pres. of Subidiary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,652 Underlying: Common Stock · 2,325 shares Expires 2023-02-11 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 14, 2017 Filed Feb 15, 2017 17:36 UTC | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | SaleCommon Stock | 400 | $45.08 | $18,030.00 |
DisclosureSEC source: 0000109380-17-000045 · wf-form4_148718018991601.xml · nonDerivative · entry 5 Young Mark Richard · CIK 0001644275 · Exec VP · Pres. of Subidiary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,992 Read SEC document |
| February 14, 2017 Filed Feb 15, 2017 17:36 UTC | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | SaleCommon Stock | 400 | $45.07 | $18,028.00 |
DisclosureSEC source: 0000109380-17-000045 · wf-form4_148718018991601.xml · nonDerivative · entry 4 Young Mark Richard · CIK 0001644275 · Exec VP · Pres. of Subidiary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,392 Read SEC document |
| February 14, 2017 Filed Feb 15, 2017 17:36 UTC | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | SaleCommon Stock | 4,002 | $45.07 | $180,350.13 |
DisclosureSEC source: 0000109380-17-000045 · wf-form4_148718018991601.xml · nonDerivative · entry 3 Young Mark Richard · CIK 0001644275 · Exec VP · Pres. of Subidiary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,792 Read SEC document |
| February 14, 2017 Filed Feb 15, 2017 17:36 UTC | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | SaleCommon Stock | 2,325 | $45.03 | $104,683.13 |
DisclosureSEC source: 0000109380-17-000045 · wf-form4_148718018991601.xml · nonDerivative · entry 2 Young Mark Richard · CIK 0001644275 · Exec VP · Pres. of Subidiary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,794 Read SEC document |
| February 14, 2017 Filed Feb 15, 2017 17:36 UTC | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | Exercise / conversionCommon Stock | 2,325 | $20.99 | $48,801.75 |
DisclosureSEC source: 0000109380-17-000045 · wf-form4_148718018991601.xml · nonDerivative · entry 1 Young Mark Richard · CIK 0001644275 · Exec VP · Pres. of Subidiary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,119 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, 2017 Filed Feb 14, 2017 19:55 UTC | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | Tax withholdingCommon Stock | 555 | $44.08 | $24,464.40 |
DisclosureSEC source: 0000109380-17-000043 · wf-form4_148710212295449.xml · nonDerivative · entry 1 Young Mark Richard · CIK 0001644275 · Exec VP · Pres. of Subidiary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,794 Read SEC document |
| January 25, 2017 Filed Jan 26, 2017 22:19 UTC | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | Tax withholdingCommon Stock | 619 | $43.28 | $26,790.32 |
DisclosureSEC source: 0000109380-17-000022 · wf-form4_148546915026382.xml · nonDerivative · entry 2 Young Mark Richard · CIK 0001644275 · Exec VP · Pres. of Subidiary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,349 Read SEC document |
| January 25, 2017 Filed Jan 26, 2017 22:19 UTC | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | Tax withholdingCommon Stock | 277 | $43.28 | $11,988.56 |
DisclosureSEC source: 0000109380-17-000022 · wf-form4_148546915026382.xml · nonDerivative · entry 1 Young Mark Richard · CIK 0001644275 · Exec VP · Pres. of Subidiary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,968 Read SEC document |
| November 07, 2016 Filed Nov 8, 2016 21:45 UTC | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | Exercise / conversionStock Option (right to buy) · Derivative | 1,036 | $29.02 Strike: $29.02 | $30,064.72 |
DisclosureSEC source: 0000109380-16-000522 · wf-form4_147864150719268.xml · derivative · entry 20 Young Mark Richard · CIK 0001644275 · Exec VP · Pres. of Subidiary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,073 Underlying: Common Stock · 1,036 shares Expires 2022-05-21 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. F1 · derivative.exercise_date: Grant has a graded vesting schedule. Date exercisable will vary for each vesting tranche. Read SEC document |
| November 07, 2016 Filed Nov 8, 2016 21:45 UTC | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | Exercise / conversionStock Option (right to buy) · Derivative | 6,000 | $28.59 Strike: $28.59 | $171,540.00 |
DisclosureSEC source: 0000109380-16-000522 · wf-form4_147864150719268.xml · derivative · entry 19 Young Mark Richard · CIK 0001644275 · Exec VP · Pres. of Subidiary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,000 Underlying: Common Stock · 6,000 shares Expires 2021-05-29 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 |
| November 07, 2016 Filed Nov 8, 2016 21:45 UTC | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | Exercise / conversionStock Option (right to buy) · Derivative | 1,946 | $27.49 Strike: $27.49 | $53,495.54 |
DisclosureSEC source: 0000109380-16-000522 · wf-form4_147864150719268.xml · derivative · entry 18 Young Mark Richard · CIK 0001644275 · Exec VP · Pres. of Subidiary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,946 shares Expires 2020-05-23 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 |
| November 07, 2016 Filed Nov 8, 2016 21:45 UTC | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | Exercise / conversionStock Option (right to buy) · Derivative | 10,911 | $27.49 Strike: $27.49 | $299,943.39 |
DisclosureSEC source: 0000109380-16-000522 · wf-form4_147864150719268.xml · derivative · entry 17 Young Mark Richard · CIK 0001644275 · Exec VP · Pres. of Subidiary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,946 Underlying: Common Stock · 10,911 shares Expires 2020-05-23 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 |
| November 07, 2016 Filed Nov 8, 2016 21:45 UTC | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | SaleCommon Stock | 100 | $32.24 | $3,223.90 |
DisclosureSEC source: 0000109380-16-000522 · wf-form4_147864150719268.xml · nonDerivative · entry 16 Young Mark Richard · CIK 0001644275 · Exec VP · Pres. of Subidiary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,245 Read SEC document |
| November 07, 2016 Filed Nov 8, 2016 21:45 UTC | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | SaleCommon Stock | 736 | $32.23 | $23,724.22 |
DisclosureSEC source: 0000109380-16-000522 · wf-form4_147864150719268.xml · nonDerivative · entry 15 Young Mark Richard · CIK 0001644275 · Exec VP · Pres. of Subidiary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,345 Read SEC document |
| November 07, 2016 Filed Nov 8, 2016 21:45 UTC | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | SaleCommon Stock | 100 | $32.23 | $3,223.30 |
DisclosureSEC source: 0000109380-16-000522 · wf-form4_147864150719268.xml · nonDerivative · entry 14 Young Mark Richard · CIK 0001644275 · Exec VP · Pres. of Subidiary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,081 Read SEC document |
| November 07, 2016 Filed Nov 8, 2016 21:45 UTC | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | SaleCommon Stock | 100 | $32.23 | $3,223.00 |
DisclosureSEC source: 0000109380-16-000522 · wf-form4_147864150719268.xml · nonDerivative · entry 13 Young Mark Richard · CIK 0001644275 · Exec VP · Pres. of Subidiary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,181 Read SEC document |
| November 07, 2016 Filed Nov 8, 2016 21:45 UTC | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | Exercise / conversionCommon Stock | 1,036 | $29.02 | $30,064.72 |
DisclosureSEC source: 0000109380-16-000522 · wf-form4_147864150719268.xml · nonDerivative · entry 12 Young Mark Richard · CIK 0001644275 · Exec VP · Pres. of Subidiary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,281 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 07, 2016 Filed Nov 8, 2016 21:45 UTC | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | SaleCommon Stock | 100 | $32.24 | $3,223.50 |
DisclosureSEC source: 0000109380-16-000522 · wf-form4_147864150719268.xml · nonDerivative · entry 11 Young Mark Richard · CIK 0001644275 · Exec VP · Pres. of Subidiary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,245 Read SEC document |
| November 07, 2016 Filed Nov 8, 2016 21:45 UTC | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | SaleCommon Stock | 1,700 | $32.23 | $54,792.70 |
DisclosureSEC source: 0000109380-16-000522 · wf-form4_147864150719268.xml · nonDerivative · entry 10 Young Mark Richard · CIK 0001644275 · Exec VP · Pres. of Subidiary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,345 Read SEC document |
| November 07, 2016 Filed Nov 8, 2016 21:45 UTC | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | SaleCommon Stock | 4,200 | $32.22 | $135,328.20 |
DisclosureSEC source: 0000109380-16-000522 · wf-form4_147864150719268.xml · nonDerivative · entry 9 Young Mark Richard · CIK 0001644275 · Exec VP · Pres. of Subidiary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,045 Read SEC document |
| November 07, 2016 Filed Nov 8, 2016 21:45 UTC | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | Exercise / conversionCommon Stock | 6,000 | $28.59 | $171,540.00 |
DisclosureSEC source: 0000109380-16-000522 · wf-form4_147864150719268.xml · nonDerivative · entry 8 Young Mark Richard · CIK 0001644275 · Exec VP · Pres. of Subidiary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,245 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 07, 2016 Filed Nov 8, 2016 21:45 UTC | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | SaleCommon Stock | 1,946 | $32.29 | $62,844.12 |
DisclosureSEC source: 0000109380-16-000522 · wf-form4_147864150719268.xml · nonDerivative · entry 7 Young Mark Richard · CIK 0001644275 · Exec VP · Pres. of Subidiary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,245 Read SEC document |
| November 07, 2016 Filed Nov 8, 2016 21:45 UTC | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | Exercise / conversionCommon Stock | 1,946 | $27.49 | $53,495.54 |
DisclosureSEC source: 0000109380-16-000522 · wf-form4_147864150719268.xml · nonDerivative · entry 6 Young Mark Richard · CIK 0001644275 · Exec VP · Pres. of Subidiary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,191 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 07, 2016 Filed Nov 8, 2016 21:45 UTC | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | SaleCommon Stock | 2,000 | $32.31 | $64,610.00 |
DisclosureSEC source: 0000109380-16-000522 · wf-form4_147864150719268.xml · nonDerivative · entry 5 Young Mark Richard · CIK 0001644275 · Exec VP · Pres. of Subidiary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,245 Read SEC document |
| November 07, 2016 Filed Nov 8, 2016 21:45 UTC | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | SaleCommon Stock | 3,952 | $32.30 | $127,649.60 |
DisclosureSEC source: 0000109380-16-000522 · wf-form4_147864150719268.xml · nonDerivative · entry 4 Young Mark Richard · CIK 0001644275 · Exec VP · Pres. of Subidiary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,245 Read SEC document |
| November 07, 2016 Filed Nov 8, 2016 21:45 UTC | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | SaleCommon Stock | 2,959 | $32.29 | $95,546.11 |
DisclosureSEC source: 0000109380-16-000522 · wf-form4_147864150719268.xml · nonDerivative · entry 3 Young Mark Richard · CIK 0001644275 · Exec VP · Pres. of Subidiary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,197 Read SEC document |
| November 07, 2016 Filed Nov 8, 2016 21:45 UTC | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | SaleCommon Stock | 2,000 | $32.28 | $64,560.00 |
DisclosureSEC source: 0000109380-16-000522 · wf-form4_147864150719268.xml · nonDerivative · entry 2 Young Mark Richard · CIK 0001644275 · Exec VP · Pres. of Subidiary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,156 Read SEC document |
| November 07, 2016 Filed Nov 8, 2016 21:45 UTC | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | Exercise / conversionCommon Stock | 10,911 | $27.49 | $299,943.39 |
DisclosureSEC source: 0000109380-16-000522 · wf-form4_147864150719268.xml · nonDerivative · entry 1 Young Mark Richard · CIK 0001644275 · Exec VP · Pres. of Subidiary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,156 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.