Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ZION · Entity 3544 | Senior Vice President | March 06, 2024 | March 07, 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 06, 2024 · Filed March 07, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 8,872.501 |
Reported balance
After 2024-03-06 transaction · row 1
1 source rowRow 1 · 2024-03-06 · Tax withholding · Disposed 23 · Balance 8,872.501 |
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 |
|---|---|---|---|---|---|---|
| March 06, 2024 Filed Mar 7, 2024 21:40 UTC | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | Tax withholdingCommon Stock | 23 | $41.30 | $949.90 |
DisclosureSEC source: 0000109380-24-000072 · wk-form4_1709847599.xml · nonDerivative · entry 1 Drage Shannon R. · CIK 0001984183 · Senior Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,872.501 Read SEC document |
| February 26, 2024 Filed Mar 7, 2024 21:38 UTC | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | GrantCommon Stock | 479 | $38.42 | $18,403.18 |
DisclosureSEC source: 0000109380-24-000071 · wk-form4_1709847493.xml · nonDerivative · entry 1 Drage Shannon R. · CIK 0001984183 · Senior Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,895.501 Read SEC document |
| February 13, 2024 Filed Feb 14, 2024 23:43 UTC | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | Tax withholdingCommon Stock | 195 | $39.34 | $7,671.30 |
DisclosureSEC source: 0000109380-24-000051 · wk-form4_1707954195.xml · nonDerivative · entry 3 Drage Shannon R. · CIK 0001984183 · Senior Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,395.872 Read SEC document |
| February 12, 2024 Filed Feb 14, 2024 23:43 UTC | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | Tax withholdingCommon Stock | 149 | $41.24 | $6,144.76 |
DisclosureSEC source: 0000109380-24-000051 · wk-form4_1707954195.xml · nonDerivative · entry 2 Drage Shannon R. · CIK 0001984183 · Senior Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,590.872 Read SEC document |
| February 12, 2024 Filed Feb 14, 2024 23:43 UTC | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | GrantCommon Stock | 3,709 | $41.24 | $152,959.16 |
DisclosureSEC source: 0000109380-24-000051 · wk-form4_1707954195.xml · nonDerivative · entry 1 Drage Shannon R. · CIK 0001984183 · Senior Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,739.872 Read SEC document |
| February 08, 2024 Filed Feb 12, 2024 22:02 UTC | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | Tax withholdingCommon Stock | 96 | $39.89 | $3,829.44 |
DisclosureSEC source: 0000109380-24-000030 · wk-form4_1707775288.xml · nonDerivative · entry 1 Drage Shannon R. · CIK 0001984183 · Senior Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,030.872 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.