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 | March 07, 2024 | March 11, 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 March 07, 2024 · Filed March 11, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Deferred CompSEC Table II · derivative / convertible security | Direct | 689.58 |
Reported balance
After 2024-03-07 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2024-03-07 · Grant · Acquired 59.747 · Balance 689.58 F1: Each unit is the economic equivalent of one share of common stock. F2: Shares are paid out in cash or stock upon date or age elected at time of deferral, or upon termination of employment. |
Filing footnotes · ownership attribution and instrument terms
F1: Each unit is the economic equivalent of one share of common stock.
F2: Shares are paid out in cash or stock upon date or age elected at time of deferral, or upon termination of employment.
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 04, 2021 Filed Feb 8, 2021 23:17 UTC | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | Exercise / conversionCommon Stock | 868 | $44.55 | $38,669.40 |
DisclosureSEC source: 0000109380-21-000022 · wf-form4_161282622376482.xml · nonDerivative · entry 1 Hoff Olga · CIK 0001748752 · Exec VP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,709 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 |
| August 03, 2020 Filed Aug 4, 2020 20:51 UTC | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | Tax withholdingCommon Stock | 19 | $32.45 | $616.55 |
DisclosureSEC source: 0000109380-20-000209 · wf-form4_159657415504887.xml · nonDerivative · entry 1 Hoff Olga · CIK 0001748752 · Exec VP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,841 Read SEC document |
| March 16, 2020 Filed Mar 18, 2020 20:29 UTC | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | GrantDeferred Comp · Derivative | 53.47 | $0.00 | $0.00 |
DisclosureSEC source: 0000109380-20-000142 · wf-form4_158456337535853.xml · derivative · entry 1 Hoff Olga · CIK 0001748752 · Exec VP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 354.06 Underlying: Common Stock · 53.47 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. 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. Read SEC document |
| March 16, 2020 Filed Apr 2, 2020 20:58 UTC Amendment | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | GrantDeferred Comp · Derivative | 53.4699 | $0.00 | $0.00 |
DisclosureSEC source: 0000109380-20-000155 · wf-form4a_158586109521972.xml · derivative · entry 1 Hoff Olga · CIK 0001748752 · Exec VP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 354.059 Underlying: Common Stock · 53.4699 shares Expires not disclosed F1 · derivative.exercise_price: Each unit is the economic equivalent of one share of common stock. F2 · shares: Updated share rounding F3 · 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. F3 · 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. Read SEC document |
| March 02, 2020 Filed Mar 4, 2020 22:57 UTC | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | Tax withholdingCommon Stock | 157 | $41.30 | $6,484.10 |
DisclosureSEC source: 0000109380-20-000122 · wf-form4_158336262254873.xml · nonDerivative · entry 1 Hoff Olga · CIK 0001748752 · Exec VP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,336 Read SEC document |
| March 02, 2020 Filed Mar 13, 2020 22:06 UTC | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | GrantStock Option (right to buy) · Derivative | 745 | $41.30 Strike: $41.30 | $30,768.50 |
DisclosureSEC source: 0000109380-20-000137 · wf-form4_158413715951267.xml · derivative · entry 2 Hoff Olga · CIK 0001748752 · Exec VP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 745 Underlying: Common Stock · 745 shares Expires 2027-03-01 F1 · derivative.exercise_date: Grant has a graded vesting schedule. Date exercisable will vary for each vesting tranche. Read SEC document |
| March 02, 2020 Filed Mar 13, 2020 22:06 UTC | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | GrantCommon Stock | 524 | $41.30 | $21,641.20 |
DisclosureSEC source: 0000109380-20-000137 · wf-form4_158413715951267.xml · nonDerivative · entry 1 Hoff Olga · CIK 0001748752 · Exec VP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,860 Read SEC document |
| February 24, 2020 Filed Feb 26, 2020 18:42 UTC | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | Tax withholdingCommon Stock | 154 | $43.76 | $6,739.04 |
DisclosureSEC source: 0000109380-20-000100 · wf-form4_158274250737782.xml · nonDerivative · entry 2 Hoff Olga · CIK 0001748752 · Exec VP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,493 Read SEC document |
| February 24, 2020 Filed Feb 26, 2020 18:42 UTC | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | Tax withholdingCommon Stock | 175 | $43.76 | $7,658.00 |
DisclosureSEC source: 0000109380-20-000100 · wf-form4_158274250737782.xml · nonDerivative · entry 1 Hoff Olga · CIK 0001748752 · Exec VP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,647 Read SEC document |
| February 12, 2020 Filed Feb 13, 2020 23:14 UTC | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | Tax withholdingCommon Stock | 193 | $46.11 | $8,899.23 |
DisclosureSEC source: 0000109380-20-000076 · wf-form4_158163568200072.xml · nonDerivative · entry 1 Hoff Olga · CIK 0001748752 · Exec VP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,822 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 | 2,930 | $45.65 Strike: $45.65 | $133,754.50 |
DisclosureSEC source: 0000109380-20-000052 · wf-form4_158155314515492.xml · derivative · entry 2 Hoff Olga · CIK 0001748752 · Exec VP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,930 Underlying: Common Stock · 2,930 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 | 2,154 | $45.65 | $98,330.10 |
DisclosureSEC source: 0000109380-20-000052 · wf-form4_158155314515492.xml · nonDerivative · entry 1 Hoff Olga · CIK 0001748752 · Exec VP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,015 Read SEC document |
| November 01, 2019 Filed Nov 4, 2019 21:31 UTC | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | SaleCommon Stock | 64 | $49.13 | $3,144.58 |
DisclosureSEC source: 0000109380-19-000203 · wf-form4_157290310105218.xml · nonDerivative · entry 1 Hoff Olga · CIK 0001748752 · Exec VP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,930 Read SEC document |
| October 29, 2019 Filed Oct 31, 2019 23:05 UTC | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | SaleCommon Stock | 426 | $49.50 | $21,087.00 |
DisclosureSEC source: 0001748752-19-000001 · primary_doc.xml · nonDerivative · entry 2 Hoff Olga · CIK 0001748752 · Executive VP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,994 Read SEC document |
| October 29, 2019 Filed Oct 31, 2019 23:05 UTC | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | SaleCommon Stock | 1,616 | $49.00 | $79,184.00 |
DisclosureSEC source: 0001748752-19-000001 · primary_doc.xml · nonDerivative · entry 1 Hoff Olga · CIK 0001748752 · Executive VP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,420 Read SEC document |
| October 28, 2019 Filed Oct 30, 2019 23:37 UTC | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | Exercise / conversionStock Option (right to buy) · Derivative | 1,507 | $0.00 Strike: $20.99 | $0.00 |
DisclosureSEC source: 0000109380-19-000199 · wf-form4_157247864610368.xml · derivative · entry 3 Hoff Olga · CIK 0001748752 · Exec VP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,507 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 |
| October 28, 2019 Filed Oct 30, 2019 23:37 UTC | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | SaleCommon Stock | 655 | $48.50 | $31,767.50 |
DisclosureSEC source: 0000109380-19-000199 · wf-form4_157247864610368.xml · nonDerivative · entry 2 Hoff Olga · CIK 0001748752 · Exec VP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,036 Read SEC document |
| October 28, 2019 Filed Oct 30, 2019 23:37 UTC | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | Exercise / conversionCommon Stock | 1,507 | $20.99 | $31,631.93 |
DisclosureSEC source: 0000109380-19-000199 · wf-form4_157247864610368.xml · nonDerivative · entry 1 Hoff Olga · CIK 0001748752 · Exec VP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,691 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 |
| August 01, 2019 Filed Aug 2, 2019 20:11 UTC | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | Tax withholdingCommon Stock | 19 | $42.94 | $815.86 |
DisclosureSEC source: 0000109380-19-000176 · wf-form4_156477664826808.xml · nonDerivative · entry 1 Hoff Olga · CIK 0001748752 · Exec VP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,184 Read SEC document |
| May 22, 2019 Filed Jan 17, 2020 22:51 UTC | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | Tax withholdingCommon Stock | 69 | $45.20 | $3,118.80 |
DisclosureSEC source: 0000109380-20-000028 · wf-form4_157930147577820.xml · nonDerivative · entry 1 Hoff Olga · CIK 0001748752 · Exec VP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,861 F1 · shares: Unreported transaction identified during year end reconciliation. Read SEC document |
| March 20, 2019 Filed Apr 4, 2019 21:33 UTC | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | GrantDeferred Comp · Derivative | 40.6194 | $0.00 | $0.00 |
DisclosureSEC source: 0000109380-19-000120 · wf-form4_155441356889187.xml · derivative · entry 1 Hoff Olga · CIK 0001748752 · Exec VP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 292.6284 Underlying: Common Stock · 40.6194 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. 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. Read SEC document |
| March 01, 2019 Filed Mar 5, 2019 23:16 UTC | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | GrantStock Option (right to buy) · Derivative | 1,985 | $51.17 Strike: $51.17 | $101,572.45 |
DisclosureSEC source: 0000109380-19-000072 · wf-form4_155182777266361.xml · derivative · entry 2 Hoff Olga · CIK 0001748752 · Exec VP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,985 Underlying: Common Stock · 1,985 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 23:16 UTC | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | GrantCommon Stock | 1,806 | $51.17 | $92,413.02 |
DisclosureSEC source: 0000109380-19-000072 · wf-form4_155182777266361.xml · nonDerivative · entry 1 Hoff Olga · CIK 0001748752 · Exec VP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,203 Read SEC document |
| March 01, 2019 Filed Mar 20, 2019 22:10 UTC Amendment | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | GrantStock Option (right to buy) · Derivative | 2,221 | $51.17 Strike: $51.17 | $113,648.57 |
DisclosureSEC source: 0000109380-19-000094 · wf-form4a_155311979984632.xml · derivative · entry 2 Hoff Olga · CIK 0001748752 · Exec VP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,221 Underlying: Common Stock · 2,221 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 22:10 UTC Amendment | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | GrantCommon Stock | 1,806 | $51.17 | $92,413.02 |
DisclosureSEC source: 0000109380-19-000094 · wf-form4a_155311979984632.xml · nonDerivative · entry 1 Hoff Olga · CIK 0001748752 · Exec VP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,203 Read SEC document |
| February 25, 2019 Filed Feb 26, 2019 21:26 UTC | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | Tax withholdingCommon Stock | 154 | $50.99 | $7,852.46 |
DisclosureSEC source: 0000109380-19-000048 · wf-form4_155121634674650.xml · nonDerivative · entry 2 Hoff Olga · CIK 0001748752 · Exec VP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,397 Read SEC document |
| February 25, 2019 Filed Feb 26, 2019 21:26 UTC | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | Tax withholdingCommon Stock | 175 | $50.99 | $8,923.25 |
DisclosureSEC source: 0000109380-19-000048 · wf-form4_155121634674650.xml · nonDerivative · entry 1 Hoff Olga · CIK 0001748752 · Exec VP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,551 Read SEC document |
| February 12, 2019 Filed Feb 13, 2019 22:36 UTC | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | Tax withholdingCommon Stock | 193 | $49.89 | $9,628.77 |
DisclosureSEC source: 0000109380-19-000020 · wf-form4_155009735632976.xml · nonDerivative · entry 1 Hoff Olga · CIK 0001748752 · Exec VP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,726 Read SEC document |
| August 01, 2018 Filed Aug 3, 2018 19:18 UTC | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | GrantStock Option (right to buy) · Derivative | 270 | $52.81 Strike: $52.81 | $14,258.70 |
DisclosureSEC source: 0000109380-18-000233 · wf-form4_153332391358762.xml · derivative · entry 2 Hoff Olga · CIK 0001748752 · Exec VP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 270 Underlying: Common Stock · 270 shares Expires 2025-07-31 F1 · derivative.exercise_date: Grant has a graded vesting schedule. Date exercisable will vary for each vesting tranche. Read SEC document |
| August 01, 2018 Filed Aug 3, 2018 19:18 UTC | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | GrantCommon Stock | 252 | $52.81 | $13,308.12 |
DisclosureSEC source: 0000109380-18-000233 · wf-form4_153332391358762.xml · nonDerivative · entry 1 Hoff Olga · CIK 0001748752 · Exec VP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,919 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.