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 | May 03, 2024 | May 06, 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 03, 2024 · Filed May 06, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 22,238 |
Reported balance
After 2024-05-03 transaction · row 1
1 source rowRow 1 · 2024-05-03 · Sale · Disposed 5,291 · Balance 22,238 F1: This transaction was executed in multiple trades at prices ranging from $43.65 to $43.665. The price reported above reflects the weighted average sales price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was affected. |
Filing footnotes · ownership attribution and instrument terms
F1: This transaction was executed in multiple trades at prices ranging from $43.65 to $43.665. The price reported above reflects the weighted average sales price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was affected.
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 |
|---|---|---|---|---|---|---|
| August 07, 2018 Filed Aug 9, 2018 17:27 UTC | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | SaleCommon Stock | 1,995 | $53.72 | $107,163.42 |
DisclosureSEC source: 0000109380-18-000238 · wf-form4_153383563414730.xml · nonDerivative · entry 2 Robinson Rebecca K · CIK 0001666262 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,091 Read SEC document |
| August 07, 2018 Filed Aug 9, 2018 17:27 UTC | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | SaleCommon Stock | 950 | $53.76 | $51,072.00 |
DisclosureSEC source: 0000109380-18-000238 · wf-form4_153383563414730.xml · nonDerivative · entry 1 Robinson Rebecca K · CIK 0001666262 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,086 Read SEC document |
| August 07, 2018 Filed Aug 9, 2018 17:24 UTC | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | SaleCommon Stock | 1,737 | $53.80 | $93,450.60 |
DisclosureSEC source: 0000109380-18-000237 · wf-form4_153383547179940.xml · nonDerivative · entry 5 Robinson Rebecca K · CIK 0001666262 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Indirect · By 401(k) Plan Disclosed balance after: 0 Read SEC document |
| August 07, 2018 Filed Aug 9, 2018 17:24 UTC | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | SaleCommon Stock | 229 | $53.72 | $12,301.88 |
DisclosureSEC source: 0000109380-18-000237 · wf-form4_153383547179940.xml · nonDerivative · entry 4 Robinson Rebecca K · CIK 0001666262 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,412 Read SEC document |
| August 07, 2018 Filed Aug 9, 2018 17:24 UTC | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | SaleCommon Stock | 1,450 | $53.73 | $77,908.50 |
DisclosureSEC source: 0000109380-18-000237 · wf-form4_153383547179940.xml · nonDerivative · entry 3 Robinson Rebecca K · CIK 0001666262 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,641 Read SEC document |
| August 07, 2018 Filed Aug 9, 2018 17:24 UTC | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | SaleCommon Stock | 1,995 | $53.72 | $107,163.42 |
DisclosureSEC source: 0000109380-18-000237 · wf-form4_153383547179940.xml · nonDerivative · entry 2 Robinson Rebecca K · CIK 0001666262 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,091 Read SEC document |
| August 07, 2018 Filed Aug 9, 2018 17:24 UTC | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | SaleCommon Stock | 950 | $53.76 | $51,072.00 |
DisclosureSEC source: 0000109380-18-000237 · wf-form4_153383547179940.xml · nonDerivative · entry 1 Robinson Rebecca K · CIK 0001666262 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,086 Read SEC document |
| June 11, 2018 Filed Jun 13, 2018 19:21 UTC | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | Tax withholdingCommon Stock | 15 | $56.57 | $848.55 |
DisclosureSEC source: 0000109380-18-000202 · wf-form4_152891764757861.xml · nonDerivative · entry 1 Robinson Rebecca K · CIK 0001666262 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,036 Read SEC document |
| May 30, 2018 Filed May 31, 2018 17:01 UTC | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | Tax withholdingCommon Stock | 183 | $55.53 | $10,161.99 |
DisclosureSEC source: 0000109380-18-000172 · wf-form4_152778607634179.xml · nonDerivative · entry 1 Robinson Rebecca K · CIK 0001666262 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,051 Read SEC document |
| May 22, 2018 Filed May 24, 2018 22:44 UTC | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | Tax withholdingCommon Stock | 198 | $58.54 | $11,590.92 |
DisclosureSEC source: 0000109380-18-000154 · wf-form4_152720184685382.xml · nonDerivative · entry 1 Robinson Rebecca K · CIK 0001666262 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,234 Read SEC document |
| February 26, 2018 Filed Feb 28, 2018 00:12 UTC | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | Tax withholdingCommon Stock | 257 | $56.29 | $14,466.53 |
DisclosureSEC source: 0000109380-18-000090 · wf-form4_151977672021938.xml · nonDerivative · entry 2 Robinson Rebecca K · CIK 0001666262 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,432 Read SEC document |
| February 23, 2018 Filed Feb 28, 2018 00:12 UTC | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | GrantStock Option (right to buy) · Derivative | 3,290 | $55.68 Strike: $55.68 | $183,187.20 |
DisclosureSEC source: 0000109380-18-000090 · wf-form4_151977672021938.xml · derivative · entry 3 Robinson Rebecca K · CIK 0001666262 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,290 Underlying: Common Stock · 3,290 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 00:12 UTC | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | GrantCommon Stock | 3,017 | $55.68 | $167,986.56 |
DisclosureSEC source: 0000109380-18-000090 · wf-form4_151977672021938.xml · nonDerivative · entry 1 Robinson Rebecca K · CIK 0001666262 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,689 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 18:43 UTC | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | Tax withholdingCommon Stock | 530 | $52.06 | $27,591.80 |
DisclosureSEC source: 0000109380-18-000025 · wf-form4_151854736643544.xml · nonDerivative · entry 1 Robinson Rebecca K · CIK 0001666262 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,672 Read SEC document |
| June 12, 2017 Filed Jun 14, 2017 20:52 UTC | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | Tax withholdingCommon Stock | 16 | $42.93 | $686.88 |
DisclosureSEC source: 0000109380-17-000193 · wf-form4_149747352463931.xml · nonDerivative · entry 1 Robinson Rebecca K · CIK 0001666262 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,202 Read SEC document |
| May 30, 2017 Filed Jun 1, 2017 20:47 UTC | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | Tax withholdingCommon Stock | 206 | $39.87 | $8,213.22 |
DisclosureSEC source: 0000109380-17-000159 · wf-form4_149635002071443.xml · nonDerivative · entry 1 Robinson Rebecca K · CIK 0001666262 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,218 Read SEC document |
| May 24, 2017 Filed May 25, 2017 20:14 UTC | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | Tax withholdingCommon Stock | 249 | $40.70 | $10,134.30 |
DisclosureSEC source: 0000109380-17-000139 · wf-form4_149574323808227.xml · nonDerivative · entry 1 Robinson Rebecca K · CIK 0001666262 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,424 Read SEC document |
| May 22, 2017 Filed May 24, 2017 21:09 UTC | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | Tax withholdingCommon Stock | 223 | $40.21 | $8,966.83 |
DisclosureSEC source: 0000109380-17-000124 · wf-form4_149566013750611.xml · nonDerivative · entry 1 Robinson Rebecca K · CIK 0001666262 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,673 Read SEC document |
| May 01, 2017 Filed May 2, 2017 16:22 UTC | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | Tax withholdingCommon Stock | 274 | $40.52 | $11,102.48 |
DisclosureSEC source: 0000109380-17-000097 · wf-form4_149374213790982.xml · nonDerivative · entry 1 Robinson Rebecca K · CIK 0001666262 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,896 Read SEC document |
| February 24, 2017 Filed Feb 28, 2017 23:01 UTC | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | GrantStock Option (right to buy) · Derivative | 3,342 | $44.55 Strike: $44.55 | $148,886.10 |
DisclosureSEC source: 0000109380-17-000067 · wf-form4_148832286267752.xml · derivative · entry 2 Robinson Rebecca K · CIK 0001666262 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,342 Underlying: Common Stock · 3,342 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 23:01 UTC | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | GrantCommon Stock | 3,457 | $44.55 | $154,009.35 |
DisclosureSEC source: 0000109380-17-000067 · wf-form4_148832286267752.xml · nonDerivative · entry 1 Robinson Rebecca K · CIK 0001666262 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,170 Read SEC document |
| February 13, 2017 Filed Feb 14, 2017 19:54 UTC | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | Tax withholdingCommon Stock | 584 | $44.08 | $25,742.72 |
DisclosureSEC source: 0000109380-17-000040 · wf-form4_148710206908146.xml · nonDerivative · entry 1 Robinson Rebecca K · CIK 0001666262 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,713 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.