Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ZION · Entity 3544 | Exec Vice President · Former Division CEO | May 11, 2021 | May 13, 2021 |
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 11, 2021 · Filed May 13, 2021
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | IndirectBy 401(k) Plan | 0 |
Reported balance
After 2021-05-11 transaction · row 1
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 1 · 2021-05-11 · Sale · Disposed 550.521 · Balance 0 |
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
M.D.C. HOLDINGS, INC.
Report date April 19, 2024 · Filed April 19, 2024
Section 16 reporting ended · disclosed 2024-04-19. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Stock $.01 Par ValueSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2024-04-19 transaction · row 1
1 source rowRow 1 · 2024-04-19 · Disposition to issuer · Disposed 13,216 · Balance 0 F1: Pursuant to the Agreement and Plan of Merger, dated as of January 17, 2024 (the "Merger Agreement"), by and among M.D.C. Holdings, Inc. ("Issuer"), SH Residential Holdings, LLC, Clear Line, Inc. and, solely for the purposes of Section 6.2, Section 6.17, and Section 9.15 therein, Sekisui House, Ltd., on April 19, 2024 (the "Effective Time"), these shares were cancelled and automatically converted into the right to receive $63.00 per share in cash, without interest (the "Merger Consideration"). |
Filing footnotes · ownership attribution and instrument terms
F1: Pursuant to the Agreement and Plan of Merger, dated as of January 17, 2024 (the "Merger Agreement"), by and among M.D.C. Holdings, Inc. ("Issuer"), SH Residential Holdings, LLC, Clear Line, Inc. and, solely for the purposes of Section 6.2, Section 6.17, and Section 9.15 therein, Sekisui House, Ltd., on April 19, 2024 (the "Effective Time"), these shares were cancelled and automatically converted into the right to receive $63.00 per share in cash, without interest (the "Merger Consideration").
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, 2017 Filed May 1, 2017 19:02 UTC Amendment | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | SaleCommon Stock | 1,900 | $44.40 | $84,350.50 |
DisclosureSEC source: 0000109380-17-000095 · wf-form4a_149366535859239.xml · nonDerivative · entry 3 BLACKFORD DAVID E · CIK 0001184829 · Exec Vice President · Subsidiary Pres. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,477 Read SEC document |
| February 13, 2017 Filed May 1, 2017 19:02 UTC Amendment | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | SaleCommon Stock | 716 | $44.39 | $31,783.24 |
DisclosureSEC source: 0000109380-17-000095 · wf-form4a_149366535859239.xml · nonDerivative · entry 2 BLACKFORD DAVID E · CIK 0001184829 · Exec Vice President · Subsidiary Pres. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,377 Read SEC document |
| February 13, 2017 Filed May 1, 2017 19:02 UTC Amendment | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | Exercise / conversionCommon Stock | 4,116 | $20.99 | $86,394.84 |
DisclosureSEC source: 0000109380-17-000095 · wf-form4a_149366535859239.xml · nonDerivative · entry 1 BLACKFORD DAVID E · CIK 0001184829 · Exec Vice President · Subsidiary Pres. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,093 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 26, 2017 Filed Jan 27, 2017 19:01 UTC | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | SaleDeferred Comp · Derivative | 5,000 | $43.17 | $215,850.00 |
DisclosureSEC source: 0000109380-17-000023 · wf-form4_148554368527572.xml · derivative · entry 2 BLACKFORD DAVID E · CIK 0001184829 · Exec Vice President · Subsidiary Pres. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,058.129 Underlying: Common Stock · 5,000 shares Expires not disclosed F1 · derivative.exercise_price: Each unit is the economic equivalent of one share of common stock. F2 · derivative.exercise_date: Shares are paid out in cash or stock upon date or age elected at time of deferral, or upon termination of employment, and may be transferred by the reporting person into an alternative investment at any time. F2 · derivative.expiration_date: Shares are paid out in cash or stock upon date or age elected at time of deferral, or upon termination of employment, and may be transferred by the reporting person into an alternative investment at any time. Read SEC document |
| January 26, 2017 Filed Jan 27, 2017 19:01 UTC | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | SaleCommon Stock | 1,614 | $43.15 | $69,644.10 |
DisclosureSEC source: 0000109380-17-000023 · wf-form4_148554368527572.xml · nonDerivative · entry 1 BLACKFORD DAVID E · CIK 0001184829 · Exec Vice President · Subsidiary Pres. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,166 Read SEC document |
| January 25, 2017 Filed Jan 26, 2017 22:17 UTC | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | Tax withholdingCommon Stock | 1,214 | $43.28 | $52,541.92 |
DisclosureSEC source: 0000109380-17-000013 · wf-form4_148546900795692.xml · nonDerivative · entry 2 BLACKFORD DAVID E · CIK 0001184829 · Exec Vice President · Subsidiary Pres. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,780 Read SEC document |
| January 25, 2017 Filed Jan 26, 2017 22:17 UTC | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | Tax withholdingCommon Stock | 435 | $43.28 | $18,826.80 |
DisclosureSEC source: 0000109380-17-000013 · wf-form4_148546900795692.xml · nonDerivative · entry 1 BLACKFORD DAVID E · CIK 0001184829 · Exec Vice President · Subsidiary Pres. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,994 Read SEC document |
| January 25, 2017 Filed May 1, 2017 19:02 UTC Amendment | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | Tax withholdingCommon Stock | 848 | $43.28 | $36,701.44 |
DisclosureSEC source: 0000109380-17-000094 · wf-form4a_149366533656238.xml · nonDerivative · entry 2 BLACKFORD DAVID E · CIK 0001184829 · Exec Vice President · Subsidiary Pres. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,591 F1 · shares: Correction to shares used to cover taxes. Read SEC document |
| January 25, 2017 Filed May 1, 2017 19:02 UTC Amendment | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | Tax withholdingCommon Stock | 302 | $43.28 | $13,070.56 |
DisclosureSEC source: 0000109380-17-000094 · wf-form4a_149366533656238.xml · nonDerivative · entry 1 BLACKFORD DAVID E · CIK 0001184829 · Exec Vice President · Subsidiary Pres. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,010 F1 · shares: Correction to shares used to cover taxes. Read SEC document |
| November 29, 2016 Filed Nov 30, 2016 21:44 UTC | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | Exercise / conversionStock Option (right to buy) · Derivative | 5,102 | $29.02 Strike: $29.02 | $148,060.04 |
DisclosureSEC source: 0000109380-16-000532 · wf-form4_148054228682189.xml · derivative · entry 16 BLACKFORD DAVID E · CIK 0001184829 · Exec Vice President · Subsidiary Pres. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,204 Underlying: Common Stock · 5,102 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 29, 2016 Filed Nov 30, 2016 21:44 UTC | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | Exercise / conversionStock Option (right to buy) · Derivative | 8,308 | $28.59 Strike: $28.59 | $237,525.72 |
DisclosureSEC source: 0000109380-16-000532 · wf-form4_148054228682189.xml · derivative · entry 15 BLACKFORD DAVID E · CIK 0001184829 · Exec Vice President · Subsidiary Pres. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,154 Underlying: Common Stock · 8,308 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 29, 2016 Filed Nov 30, 2016 21:44 UTC | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | Exercise / conversionStock Option (right to buy) · Derivative | 2,001 | $27.49 Strike: $27.49 | $55,007.49 |
DisclosureSEC source: 0000109380-16-000532 · wf-form4_148054228682189.xml · derivative · entry 14 BLACKFORD DAVID E · CIK 0001184829 · Exec Vice President · Subsidiary Pres. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 2,001 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 29, 2016 Filed Nov 30, 2016 21:44 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: 0000109380-16-000532 · wf-form4_148054228682189.xml · derivative · entry 13 BLACKFORD DAVID E · CIK 0001184829 · Exec Vice President · Subsidiary Pres. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,001 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 29, 2016 Filed Nov 30, 2016 21:44 UTC | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | SaleCommon Stock | 1,475 | $38.51 | $56,802.25 |
DisclosureSEC source: 0000109380-16-000532 · wf-form4_148054228682189.xml · nonDerivative · entry 12 BLACKFORD DAVID E · CIK 0001184829 · Exec Vice President · Subsidiary Pres. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,429 Read SEC document |
| November 29, 2016 Filed Nov 30, 2016 21:44 UTC | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | SaleCommon Stock | 1,927 | $38.50 | $74,189.50 |
DisclosureSEC source: 0000109380-16-000532 · wf-form4_148054228682189.xml · nonDerivative · entry 11 BLACKFORD DAVID E · CIK 0001184829 · Exec Vice President · Subsidiary Pres. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,904 Read SEC document |
| November 29, 2016 Filed Nov 30, 2016 21:44 UTC | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | SaleCommon Stock | 1,700 | $38.49 | $65,436.40 |
DisclosureSEC source: 0000109380-16-000532 · wf-form4_148054228682189.xml · nonDerivative · entry 10 BLACKFORD DAVID E · CIK 0001184829 · Exec Vice President · Subsidiary Pres. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,831 Read SEC document |
| November 29, 2016 Filed Nov 30, 2016 21:44 UTC | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | Exercise / conversionCommon Stock | 5,102 | $29.02 | $148,060.04 |
DisclosureSEC source: 0000109380-16-000532 · wf-form4_148054228682189.xml · nonDerivative · entry 9 BLACKFORD DAVID E · CIK 0001184829 · Exec Vice President · Subsidiary Pres. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 34,531 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 29, 2016 Filed Nov 30, 2016 21:44 UTC | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | SaleCommon Stock | 8,308 | $38.51 | $319,941.08 |
DisclosureSEC source: 0000109380-16-000532 · wf-form4_148054228682189.xml · nonDerivative · entry 8 BLACKFORD DAVID E · CIK 0001184829 · Exec Vice President · Subsidiary Pres. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,429 Read SEC document |
| November 29, 2016 Filed Nov 30, 2016 21:44 UTC | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | Exercise / conversionCommon Stock | 8,308 | $28.59 | $237,525.72 |
DisclosureSEC source: 0000109380-16-000532 · wf-form4_148054228682189.xml · nonDerivative · entry 7 BLACKFORD DAVID E · CIK 0001184829 · Exec Vice President · Subsidiary Pres. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 37,737 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 29, 2016 Filed Nov 30, 2016 21:44 UTC | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | SaleCommon Stock | 2,001 | $38.57 | $77,178.57 |
DisclosureSEC source: 0000109380-16-000532 · wf-form4_148054228682189.xml · nonDerivative · entry 6 BLACKFORD DAVID E · CIK 0001184829 · Exec Vice President · Subsidiary Pres. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,429 Read SEC document |
| November 29, 2016 Filed Nov 30, 2016 21:44 UTC | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | Exercise / conversionCommon Stock | 2,001 | $27.49 | $55,007.49 |
DisclosureSEC source: 0000109380-16-000532 · wf-form4_148054228682189.xml · nonDerivative · entry 5 BLACKFORD DAVID E · CIK 0001184829 · Exec Vice President · Subsidiary Pres. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,430 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 29, 2016 Filed Nov 30, 2016 21:44 UTC | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | SaleCommon Stock | 100 | $38.59 | $3,859.00 |
DisclosureSEC source: 0000109380-16-000532 · wf-form4_148054228682189.xml · nonDerivative · entry 4 BLACKFORD DAVID E · CIK 0001184829 · Exec Vice President · Subsidiary Pres. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,429 Read SEC document |
| November 29, 2016 Filed Nov 30, 2016 21:44 UTC | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | SaleCommon Stock | 2,300 | $38.57 | $88,711.00 |
DisclosureSEC source: 0000109380-16-000532 · wf-form4_148054228682189.xml · nonDerivative · entry 3 BLACKFORD DAVID E · CIK 0001184829 · Exec Vice President · Subsidiary Pres. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,529 Read SEC document |
| November 29, 2016 Filed Nov 30, 2016 21:44 UTC | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | SaleCommon Stock | 8,511 | $38.56 | $328,184.16 |
DisclosureSEC source: 0000109380-16-000532 · wf-form4_148054228682189.xml · nonDerivative · entry 2 BLACKFORD DAVID E · CIK 0001184829 · Exec Vice President · Subsidiary Pres. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,829 Read SEC document |
| November 29, 2016 Filed Nov 30, 2016 21:44 UTC | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | Exercise / conversionCommon Stock | 10,911 | $27.49 | $299,943.39 |
DisclosureSEC source: 0000109380-16-000532 · wf-form4_148054228682189.xml · nonDerivative · entry 1 BLACKFORD DAVID E · CIK 0001184829 · Exec Vice President · Subsidiary Pres. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 40,340 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.