Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| National Bank Holdings CorpNBHC · Entity 4575 | CHIEF CLIENT EXECUTIVE | April 28, 2024 | April 30, 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.
National Bank Holdings Corp
Report date April 28, 2024 · Filed April 30, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 21,798 |
Reported balance
After 2024-04-28 transaction · row 1
1 source rowRow 1 · 2024-04-28 · Tax withholding · Disposed 92 · Balance 21,798 F1: Shares withheld to settle income tax liability on restricted stock that vested on April 28, 2024. |
Filing footnotes · ownership attribution and instrument terms
F1: Shares withheld to settle income tax liability on restricted stock that vested on April 28, 2024.
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 |
|---|---|---|---|---|---|---|
| April 28, 2024 Filed Apr 30, 2024 20:25 UTC | National Bank Holdings Corp NBHC · Entity 4575 | Tax withholdingCommon Stock | 92 | $33.50 | $3,082.00 |
DisclosureSEC source: 0001415889-24-011817 · form4-05012024_120545.xml · nonDerivative · entry 1 Stevenson Ruth · CIK 0001761648 · CHIEF CLIENT EXECUTIVE 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 21,798 F1 · shares: Shares withheld to settle income tax liability on restricted stock that vested on April 28, 2024. Read SEC document |
| April 01, 2024 Filed Apr 3, 2024 21:36 UTC | National Bank Holdings Corp NBHC · Entity 4575 | Tax withholdingCommon Stock | 106 | $35.41 | $3,753.46 |
DisclosureSEC source: 0001415889-24-010242 · form4-04042024_010416.xml · nonDerivative · entry 3 Stevenson Ruth · CIK 0001761648 · CHIEF CLIENT EXECUTIVE 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 21,890 F3 · shares: Shares withheld to settle income tax liability on restricted stock that vested upon settlement of the above-referenced performance stock unit award on April 1, 2024. Read SEC document |
| April 01, 2024 Filed Apr 3, 2024 21:36 UTC | National Bank Holdings Corp NBHC · Entity 4575 | GrantCommon Stock | 306 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-24-010242 · form4-04042024_010416.xml · nonDerivative · entry 2 Stevenson Ruth · CIK 0001761648 · CHIEF CLIENT EXECUTIVE 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 21,996 F2 · shares: Shares of common stock acquired upon settlement of a performance stock unit award granted to the reporting person on April 1, 2021. Read SEC document |
| April 01, 2024 Filed Apr 3, 2024 21:36 UTC | National Bank Holdings Corp NBHC · Entity 4575 | GrantCommon Stock | 483 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-24-010242 · form4-04042024_010416.xml · nonDerivative · entry 1 Stevenson Ruth · CIK 0001761648 · CHIEF CLIENT EXECUTIVE 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 21,690 F1 · shares: Shares of restricted stock granted under the NBHC 2023 Omnibus Incentive Plan. The shares are time vesting and vest in three equal annual installments beginning on April 28, 2025. Read SEC document |
| March 01, 2024 Filed Mar 5, 2024 20:51 UTC | National Bank Holdings Corp NBHC · Entity 4575 | Tax withholdingCommon Stock | 51 | $33.63 | $1,715.13 |
DisclosureSEC source: 0001415889-24-006933 · form4-03062024_010337.xml · nonDerivative · entry 2 Stevenson Ruth · CIK 0001761648 · CHIEF CLIENT EXECUTIVE 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 21,207 F2 · shares: Shares withheld to settle income tax liability on restricted stock that vested upon settlement of the above-referenced performance stock unit award on March 1, 2024. Read SEC document |
| March 01, 2024 Filed Mar 5, 2024 20:51 UTC | National Bank Holdings Corp NBHC · Entity 4575 | GrantCommon Stock | 150 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-24-006933 · form4-03062024_010337.xml · nonDerivative · entry 1 Stevenson Ruth · CIK 0001761648 · CHIEF CLIENT EXECUTIVE 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 21,258 F1 · shares: Shares of common stock acquired upon settlement of a performance stock unit award granted to the reporting person on April 1, 2021. Read SEC document |
| April 28, 2023 Filed May 2, 2023 20:23 UTC | National Bank Holdings Corp NBHC · Entity 4575 | Tax withholdingCommon Stock | 142 | $31.80 | $4,515.60 |
DisclosureSEC source: 0001415889-23-007156 · form4-05032023_120546.xml · nonDerivative · entry 1 Stevenson Ruth · CIK 0001761648 · CHIEF CLIENT EXECUTIVE 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 21,108 F1 · shares: Shares withheld to settle income tax liability on restricted stock that vested on April 28, 2023. Read SEC document |
| April 01, 2023 Filed Apr 4, 2023 21:44 UTC | National Bank Holdings Corp NBHC · Entity 4575 | GrantEmployee Stock Option (Right to Buy) · Derivative | 760 | $0.00 Strike: $33.46 | $0.00 |
DisclosureSEC source: 0001415889-23-006204 · form4-04052023_010436.xml · derivative · entry 4 Stevenson Ruth · CIK 0001761648 · CHIEF CLIENT EXECUTIVE 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 760 Underlying: Common Stock · 760 shares Expires 2033-04-01 F4 · derivative.exercise_date: Granted under the NBHC 2014 Omnibus Incentive Plan. The stock option award is scheduled to vest in three equal annual installments beginning on April 28, 2024. Read SEC document |
| April 01, 2023 Filed Apr 4, 2023 21:44 UTC | National Bank Holdings Corp NBHC · Entity 4575 | Tax withholdingCommon Stock | 251 | $33.46 | $8,398.46 |
DisclosureSEC source: 0001415889-23-006204 · form4-04052023_010436.xml · nonDerivative · entry 3 Stevenson Ruth · CIK 0001761648 · CHIEF CLIENT EXECUTIVE 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 21,250 F3 · shares: Shares withheld to settle income tax liability on restricted stock that vested upon settlement of the above-referenced performance stock unit award on April 1, 2023. Read SEC document |
| April 01, 2023 Filed Apr 4, 2023 21:44 UTC | National Bank Holdings Corp NBHC · Entity 4575 | GrantCommon Stock | 727 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-23-006204 · form4-04052023_010436.xml · nonDerivative · entry 2 Stevenson Ruth · CIK 0001761648 · CHIEF CLIENT EXECUTIVE 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 21,501 F2 · shares: Shares of common stock acquired upon settlement of a performance stock unit award granted to the reporting person on August 5, 2020. Read SEC document |
| April 01, 2023 Filed Apr 4, 2023 21:44 UTC | National Bank Holdings Corp NBHC · Entity 4575 | GrantCommon Stock | 307 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-23-006204 · form4-04052023_010436.xml · nonDerivative · entry 1 Stevenson Ruth · CIK 0001761648 · CHIEF CLIENT EXECUTIVE 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 20,774 F1 · shares: Shares of restricted stock granted under the NBHC 2014 Omnibus Incentive Plan. The shares are time vesting and vest in three equal annual installments beginning on April 28, 2024. Read SEC document |
| March 01, 2023 Filed Mar 3, 2023 19:02 UTC | National Bank Holdings Corp NBHC · Entity 4575 | Tax withholdingCommon Stock | 240 | $40.42 | $9,700.80 |
DisclosureSEC source: 0001415889-23-004219 · form4-03042023_120327.xml · nonDerivative · entry 2 Stevenson Ruth · CIK 0001761648 · CHIEF CLIENT EXECUTIVE 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,467 F2 · shares: Shares withheld to settle income tax liability on restricted stock that vested upon settlement of the above-referenced performance stock unit award on March 1, 2023. Read SEC document |
| March 01, 2023 Filed Mar 3, 2023 19:02 UTC | National Bank Holdings Corp NBHC · Entity 4575 | GrantCommon Stock | 695 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-23-004219 · form4-03042023_120327.xml · nonDerivative · entry 1 Stevenson Ruth · CIK 0001761648 · CHIEF CLIENT EXECUTIVE 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,707 F1 · shares: Shares of common stock acquired upon settlement of a performance stock unit award granted to the reporting person on June 1, 2020. Read SEC document |
| April 28, 2022 Filed May 2, 2022 20:01 UTC | National Bank Holdings Corp NBHC · Entity 4575 | Tax withholdingCommon Stock | 156 | $37.05 | $5,779.80 |
DisclosureSEC source: 0001415889-22-004481 · form4-05022022_050550.xml · nonDerivative · entry 1 Stevenson Ruth · CIK 0001761648 · CHIEF CLIENT EXECUTIVE 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,012 F1 · shares: Shares withheld to settle income tax liability on restricted stock that vested on April 28, 2022. Read SEC document |
| April 01, 2022 Filed Apr 5, 2022 18:53 UTC | National Bank Holdings Corp NBHC · Entity 4575 | GrantEmployee Stock Option (Right to Buy) · Derivative | 633 | $0.00 Strike: $40.83 | $0.00 |
DisclosureSEC source: 0001415889-22-003871 · form4-04052022_030408.xml · derivative · entry 2 Stevenson Ruth · CIK 0001761648 · CHIEF CLIENT EXECUTIVE 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 633 Underlying: Common Stock · 633 shares Expires 2032-04-01 F2 · derivative.exercise_date: Granted under the NBHC 2014 Omnibus Incentive Plan. The stock option award is scheduled to vest in three equal annual installments beginning on April 28, 2023. Read SEC document |
| April 01, 2022 Filed Apr 5, 2022 18:53 UTC | National Bank Holdings Corp NBHC · Entity 4575 | GrantCommon Stock | 251 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-22-003871 · form4-04052022_030408.xml · nonDerivative · entry 1 Stevenson Ruth · CIK 0001761648 · CHIEF CLIENT EXECUTIVE 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,168 F1 · shares: Shares of restricted stock granted under the NBHC 2014 Omnibus Incentive Plan. The shares are time vesting and vest in three equal annual installments beginning on April 28, 2023. Read SEC document |
| March 01, 2022 Filed Mar 3, 2022 20:13 UTC | National Bank Holdings Corp NBHC · Entity 4575 | Tax withholdingCommon Stock | 432 | $41.40 | $17,884.80 |
DisclosureSEC source: 0001415889-22-002452 · form4-03032022_050331.xml · nonDerivative · entry 2 Stevenson Ruth · CIK 0001761648 · CHIEF CLIENT EXECUTIVE 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,917 F2 · shares: Shares withheld to settle income tax liability on restricted stock that vested upon settlement of the above-referenced performance stock unit award on March 1, 2022. Read SEC document |
| March 01, 2022 Filed Mar 3, 2022 20:13 UTC | National Bank Holdings Corp NBHC · Entity 4575 | GrantCommon Stock | 1,250 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-22-002452 · form4-03032022_050331.xml · nonDerivative · entry 1 Stevenson Ruth · CIK 0001761648 · CHIEF CLIENT EXECUTIVE 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,349 F1 · shares: . Shares of common stock acquired upon settlement of a performance stock unit award granted to the reporting person on April 1, 2019. Read SEC document |
| April 28, 2021 Filed Apr 30, 2021 19:56 UTC | National Bank Holdings Corp NBHC · Entity 4575 | Tax withholdingCommon Stock | 169 | $40.55 | $6,852.95 |
DisclosureSEC source: 0001179110-21-004747 · edgar.xml · nonDerivative · entry 1 Stevenson Ruth · CIK 0001761648 · Chief Client Executive 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,099 F1 · shares: Shares withheld to settle income tax liability on restricted stock that vested on April 28, 2021. Read SEC document |
| April 01, 2021 Filed Apr 2, 2021 19:55 UTC | National Bank Holdings Corp NBHC · Entity 4575 | GrantEmployee Stock Option (Right to Buy) · Derivative | 709 | $0.00 Strike: $40.16 | $0.00 |
DisclosureSEC source: 0001179110-21-004148 · edgar.xml · derivative · entry 2 Stevenson Ruth · CIK 0001761648 · Chief Client Executive 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 709 Underlying: Common Stock · 709 shares Expires 2031-04-01 F2 · derivative.exercise_date: Granted under the NBHC 2014 Omnibus Incentive Plan. The stock option award is scheduled to vest in three equal annual installments beginning on April 28, 2022. Read SEC document |
| April 01, 2021 Filed Apr 2, 2021 19:55 UTC | National Bank Holdings Corp NBHC · Entity 4575 | GrantCommon Stock | 255 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-21-004148 · edgar.xml · nonDerivative · entry 1 Stevenson Ruth · CIK 0001761648 · Chief Client Executive 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,268 F1 · shares: Shares of restricted stock granted under the NBHC 2014 Omnibus Incentive Plan. The shares are time vesting and vest in three equal annual installments beginning on April 28, 2022. Read SEC document |
| March 01, 2021 Filed Mar 3, 2021 19:38 UTC | National Bank Holdings Corp NBHC · Entity 4575 | Tax withholdingCommon Stock | 487 | $39.36 | $19,168.32 |
DisclosureSEC source: 0001179110-21-002792 · edgar.xml · nonDerivative · entry 2 Stevenson Ruth · CIK 0001761648 · Chief Client Executive 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,013 F3 · shares: Shares withheld to settle income tax liability on restricted stock that vested upon settlement of the above-referenced performance stock unit award on March 1, 2021. Read SEC document |
| March 01, 2021 Filed Mar 3, 2021 19:38 UTC | National Bank Holdings Corp NBHC · Entity 4575 | GrantCommon Stock | 1,406 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-21-002792 · edgar.xml · nonDerivative · entry 1 Stevenson Ruth · CIK 0001761648 · Chief Client Executive 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,500 F1 · shares: Shares of common stock acquired upon settlement of a performance stock unit award granted to the reporting person on March 1, 2018. F2 · balance_after: Includes 532 and 167 shares acquired under the National Bank Holdings Corporation Employee Stock Purchase Plan on August 31, 2020 and February 28, 2021, respectively. Read SEC document |
| April 28, 2020 Filed Apr 30, 2020 19:56 UTC | National Bank Holdings Corp NBHC · Entity 4575 | Tax withholdingCommon Stock | 438 | $26.47 | $11,593.86 |
DisclosureSEC source: 0001179110-20-005319 · edgar.xml · nonDerivative · entry 1 Stevenson Ruth · CIK 0001761648 · Chief Client Executive 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,395 F1 · shares: Shares withheld to settle income tax liability on restricted stock that vested on April 28, 2020. Read SEC document |
| April 01, 2020 Filed Apr 3, 2020 16:54 UTC | National Bank Holdings Corp NBHC · Entity 4575 | GrantEmployee Stock Option (Right to Buy) · Derivative | 3,444 | $0.00 Strike: $23.10 | $0.00 |
DisclosureSEC source: 0001179110-20-004644 · edgar.xml · derivative · entry 2 Stevenson Ruth · CIK 0001761648 · Chief Client Executive 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,444 Underlying: Common Stock · 3,444 shares Expires 2030-04-01 F3 · derivative.exercise_date: Granted under the NBHC 2014 Omnibus Incentive Plan. The stock option award is scheduled to vest in three equal annual installments beginning on April 28, 2021. Read SEC document |
| April 01, 2020 Filed Apr 3, 2020 16:54 UTC | National Bank Holdings Corp NBHC · Entity 4575 | GrantCommon Stock | 740 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-20-004644 · edgar.xml · nonDerivative · entry 1 Stevenson Ruth · CIK 0001761648 · Chief Client Executive 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,833 F1 · shares: Shares of restricted stock granted under the NBHC 2014 Omnibus Incentive Plan. The shares are time vesting and vest in three equal annual installments beginning on April 28, 2021. F2 · balance_after: Includes 624 and 345 shares acquired under the National Bank Holdings Corporation Employee Stock Purchase Plan on August 30, 2019 and February 28, 2020, respectively. Read SEC document |
| April 28, 2019 Filed Apr 30, 2019 19:01 UTC | National Bank Holdings Corp NBHC · Entity 4575 | Tax withholdingCommon Stock | 391 | $37.68 | $14,732.88 |
DisclosureSEC source: 0001179110-19-005319 · edgar.xml · nonDerivative · entry 1 Stevenson Ruth · CIK 0001761648 · Chief Client Executive 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,124 F1 · shares: Shares withheld to settle income tax liability on restricted stock that vested on April 28, 2019. Read SEC document |
| April 01, 2019 Filed Apr 3, 2019 18:17 UTC | National Bank Holdings Corp NBHC · Entity 4575 | GrantEmployee Stock Option (Right to Buy) · Derivative | 1,812 | $0.00 Strike: $34.08 | $0.00 |
DisclosureSEC source: 0001179110-19-004721 · edgar.xml · derivative · entry 2 Stevenson Ruth · CIK 0001761648 · Chief Client Executive 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,812 Underlying: Common Stock · 1,812 shares Expires 2029-04-01 F3 · derivative.exercise_date: Granted under the NBHC 2014 Omnibus Incentive Plan. The stock option award is scheduled to vest in three equal annual installments beginning on April 28, 2020. Read SEC document |
| April 01, 2019 Filed Apr 3, 2019 18:17 UTC | National Bank Holdings Corp NBHC · Entity 4575 | GrantCommon Stock | 501 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-19-004721 · edgar.xml · nonDerivative · entry 1 Stevenson Ruth · CIK 0001761648 · Chief Client Executive 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,515 F1 · shares: Shares of restricted stock granted under the NBHC 2014 Omnibus Incentive Plan. The shares are time vesting and vest in three equal annual installments beginning on April 28, 2020. F2 · balance_after: Includes 266 shares acquired under the National Bank Holdings Corporation Employee Stock Purchase Plan on February 28, 2019. 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.