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 & Division CEO | May 03, 2024 | May 03, 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 03, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 22,181 |
Reported balance
After 2024-05-03 transaction · row 1
1 source rowRow 1 · 2024-05-03 · Sale · Disposed 1,500 · Balance 22,181 |
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 02, 2021 Filed Feb 3, 2021 23:43 UTC | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | SaleCommon Stock | 2 | $46.37 | $92.74 |
DisclosureSEC source: 0000109380-21-000018 · wf-form4_161239579877070.xml · nonDerivative · entry 3 Forney Alan M · CIK 0001736274 · Exec VP & CEO of Division 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,090 Read SEC document |
| February 02, 2021 Filed Feb 3, 2021 23:43 UTC | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | SaleCommon Stock | 3,027 | $46.36 | $140,331.72 |
DisclosureSEC source: 0000109380-21-000018 · wf-form4_161239579877070.xml · nonDerivative · entry 2 Forney Alan M · CIK 0001736274 · Exec VP & CEO of Division 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,092 Read SEC document |
| February 02, 2021 Filed Feb 3, 2021 23:43 UTC | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | Exercise / conversionCommon Stock | 4,052 | $28.59 | $115,846.68 |
DisclosureSEC source: 0000109380-21-000018 · wf-form4_161239579877070.xml · nonDerivative · entry 1 Forney Alan M · CIK 0001736274 · Exec VP & CEO of Division 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,119 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 |
| December 18, 2020 Filed Dec 22, 2020 23:08 UTC | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | Tax withholdingCommon Stock | 136 | $40.07 | $5,449.52 |
DisclosureSEC source: 0000109380-20-000287 · wf-form4_160867850106778.xml · nonDerivative · entry 1 Forney Alan M · CIK 0001736274 · Exec VP & Pres. Of Subsidiary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,067 Read SEC document |
| March 23, 2020 Filed Mar 26, 2020 20:26 UTC | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | Tax withholdingCommon Stock | 10 | $24.08 | $240.80 |
DisclosureSEC source: 0000109380-20-000148 · wf-form4_158525437658317.xml · nonDerivative · entry 1 Forney Alan M · CIK 0001736274 · Exec VP & Pres. Of Subsidiary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,203 Read SEC document |
| March 02, 2020 Filed Mar 4, 2020 22:56 UTC | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | Tax withholdingCommon Stock | 77 | $41.30 | $3,180.10 |
DisclosureSEC source: 0000109380-20-000121 · wf-form4_158336260177425.xml · nonDerivative · entry 1 Forney Alan M · CIK 0001736274 · Exec VP & Pres. Of Subsidiary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,213 Read SEC document |
| February 24, 2020 Filed Feb 26, 2020 18:41 UTC | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | Tax withholdingCommon Stock | 72 | $43.76 | $3,150.72 |
DisclosureSEC source: 0000109380-20-000099 · wf-form4_158274248051332.xml · nonDerivative · entry 2 Forney Alan M · CIK 0001736274 · Exec VP & Pres. Of Subsidiary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,290 Read SEC document |
| February 24, 2020 Filed Feb 26, 2020 18:41 UTC | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | Tax withholdingCommon Stock | 89 | $43.76 | $3,894.64 |
DisclosureSEC source: 0000109380-20-000099 · wf-form4_158274248051332.xml · nonDerivative · entry 1 Forney Alan M · CIK 0001736274 · Exec VP & Pres. Of Subsidiary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,362 Read SEC document |
| February 12, 2020 Filed Feb 13, 2020 23:14 UTC | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | Tax withholdingCommon Stock | 128 | $46.11 | $5,902.08 |
DisclosureSEC source: 0000109380-20-000075 · wf-form4_158163566127166.xml · nonDerivative · entry 1 Forney Alan M · CIK 0001736274 · Exec VP & Pres. Of Subsidiary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,451 Read SEC document |
| February 10, 2020 Filed Feb 13, 2020 00:19 UTC | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | GrantStock Option (right to buy) · Derivative | 3,889 | $45.65 Strike: $45.65 | $177,532.85 |
DisclosureSEC source: 0000109380-20-000051 · wf-form4_158155312420994.xml · derivative · entry 2 Forney Alan M · CIK 0001736274 · Exec VP & Pres. Of Subsidiary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,889 Underlying: Common Stock · 3,889 shares Expires 2027-02-09 F1 · derivative.exercise_date: Grant has a graded vesting schedule. Date exercisable will vary for each vesting tranche. Read SEC document |
| February 10, 2020 Filed Feb 13, 2020 00:19 UTC | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | GrantCommon Stock | 2,859 | $45.65 | $130,513.35 |
DisclosureSEC source: 0000109380-20-000051 · wf-form4_158155312420994.xml · nonDerivative · entry 1 Forney Alan M · CIK 0001736274 · Exec VP & Pres. Of Subsidiary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,579 Read SEC document |
| January 27, 2020 Filed Jan 28, 2020 21:37 UTC | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | Exercise / conversionStock Option (right to buy) · Derivative | 3,029 | $27.49 Strike: $27.49 | $83,267.21 |
DisclosureSEC source: 0000109380-20-000035 · wf-form4_158024746253158.xml · derivative · entry 4 Forney Alan M · CIK 0001736274 · Exec VP & Pres. Of Subsidiary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 3,029 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 |
| January 27, 2020 Filed Jan 28, 2020 21:37 UTC | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | Exercise / conversionCommon Stock | 3,029 | $27.49 | $83,267.21 |
DisclosureSEC source: 0000109380-20-000035 · wf-form4_158024746253158.xml · nonDerivative · entry 3 Forney Alan M · CIK 0001736274 · Exec VP & Pres. Of Subsidiary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,720 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 |
| January 27, 2020 Filed Jan 28, 2020 21:37 UTC | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | SaleCommon Stock | 1,688 | $46.47 | $78,441.36 |
DisclosureSEC source: 0000109380-20-000035 · wf-form4_158024746253158.xml · nonDerivative · entry 2 Forney Alan M · CIK 0001736274 · Exec VP & Pres. Of Subsidiary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,691 Read SEC document |
| January 27, 2020 Filed Jan 28, 2020 21:37 UTC | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | SaleCommon Stock | 1,341 | $46.46 | $62,302.86 |
DisclosureSEC source: 0000109380-20-000035 · wf-form4_158024746253158.xml · nonDerivative · entry 1 Forney Alan M · CIK 0001736274 · Exec VP & Pres. Of Subsidiary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,379 Read SEC document |
| May 22, 2019 Filed Jan 17, 2020 22:51 UTC | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | Tax withholdingCommon Stock | 76 | $45.42 | $3,451.92 |
DisclosureSEC source: 0000109380-20-000027 · wf-form4_157930145236524.xml · nonDerivative · entry 1 Forney Alan M · CIK 0001736274 · Exec VP & Pres. Of Subsidiary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,720 F1 · shares: Unreported transaction identified during year end reconciliation. Read SEC document |
| March 25, 2019 Filed Mar 27, 2019 22:05 UTC | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | Tax withholdingCommon Stock | 10 | $43.75 | $437.50 |
DisclosureSEC source: 0000109380-19-000110 · wf-form4_155372429048604.xml · nonDerivative · entry 1 Forney Alan M · CIK 0001736274 · Exec VP & Pres. Of Subsidiary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,796 Read SEC document |
| March 01, 2019 Filed Mar 5, 2019 23:15 UTC | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | GrantStock Option (right to buy) · Derivative | 1,134 | $51.17 Strike: $51.17 | $58,026.78 |
DisclosureSEC source: 0000109380-19-000071 · wf-form4_155182774069090.xml · derivative · entry 2 Forney Alan M · CIK 0001736274 · Exec VP & Pres. Of Subsidiary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,134 Underlying: Common Stock · 1,134 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 23:15 UTC | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | GrantCommon Stock | 1,032 | $51.17 | $52,807.44 |
DisclosureSEC source: 0000109380-19-000071 · wf-form4_155182774069090.xml · nonDerivative · entry 1 Forney Alan M · CIK 0001736274 · Exec VP & Pres. Of Subsidiary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,806 Read SEC document |
| March 01, 2019 Filed Mar 20, 2019 22:09 UTC Amendment | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | GrantStock Option (right to buy) · Derivative | 1,269 | $51.17 Strike: $51.17 | $64,934.73 |
DisclosureSEC source: 0000109380-19-000093 · wf-form4a_155311975694674.xml · derivative · entry 2 Forney Alan M · CIK 0001736274 · Exec VP & Pres. Of Subsidiary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,269 Underlying: Common Stock · 1,269 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 22:09 UTC Amendment | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | GrantCommon Stock | 1,032 | $51.17 | $52,807.44 |
DisclosureSEC source: 0000109380-19-000093 · wf-form4a_155311975694674.xml · nonDerivative · entry 1 Forney Alan M · CIK 0001736274 · Exec VP & Pres. Of Subsidiary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,806 Read SEC document |
| February 25, 2019 Filed Feb 26, 2019 21:25 UTC | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | Tax withholdingCommon Stock | 72 | $50.99 | $3,671.28 |
DisclosureSEC source: 0000109380-19-000047 · wf-form4_155121632303365.xml · nonDerivative · entry 2 Forney Alan M · CIK 0001736274 · Exec VP & Pres. Of Subsidiary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,774 Read SEC document |
| February 25, 2019 Filed Feb 26, 2019 21:25 UTC | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | Tax withholdingCommon Stock | 90 | $50.99 | $4,589.10 |
DisclosureSEC source: 0000109380-19-000047 · wf-form4_155121632303365.xml · nonDerivative · entry 1 Forney Alan M · CIK 0001736274 · Exec VP & Pres. Of Subsidiary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,846 Read SEC document |
| February 12, 2019 Filed Feb 13, 2019 22:35 UTC | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | Tax withholdingCommon Stock | 128 | $49.89 | $6,385.92 |
DisclosureSEC source: 0000109380-19-000019 · wf-form4_155009732750221.xml · nonDerivative · entry 1 Forney Alan M · CIK 0001736274 · Exec VP & Pres. Of Subsidiary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,936 Read SEC document |
| January 25, 2019 Filed Jan 29, 2019 18:53 UTC | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | Exercise / conversionStock Option (right to buy) · Derivative | 3,029 | $27.49 Strike: $27.49 | $83,267.21 |
DisclosureSEC source: 0000109380-19-000004 · wf-form4_154878800093173.xml · derivative · entry 2 Forney Alan M · CIK 0001736274 · Exec VP & Pres. Of Subsidiary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,029 Underlying: Common Stock · 3,029 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 |
| January 25, 2019 Filed Jan 29, 2019 18:53 UTC | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | Exercise / conversionCommon Stock | 3,029 | $27.49 | $83,267.21 |
DisclosureSEC source: 0000109380-19-000004 · wf-form4_154878800093173.xml · nonDerivative · entry 1 Forney Alan M · CIK 0001736274 · Exec VP & Pres. Of Subsidiary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,900 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 |
| May 22, 2018 Filed May 24, 2018 22:40 UTC | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | Tax withholdingCommon Stock | 76 | $58.54 | $4,449.04 |
DisclosureSEC source: 0000109380-18-000146 · wf-form4_152720160829030.xml · nonDerivative · entry 1 Forney Alan M · CIK 0001736274 · Exec VP & Pres. Of Subsidiary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,871 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.