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 | February 12, 2024 | February 14, 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 February 12, 2024 · Filed February 14, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 14,029 |
Ending reported balance
After 2024-02-13 transaction · row 3
3 source rows · reconciled sequenceRow 1 · 2024-02-12 · Grant · Acquired 4,345 · Balance 14,473 Row 2 · 2024-02-12 · Tax withholding · Disposed 284 · Balance 14,189 Row 3 · 2024-02-13 · Tax withholding · Disposed 160 · Balance 14,029 |
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 01, 2019 Filed Mar 20, 2019 22:19 UTC Amendment | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | Tax withholdingCommon Stock | 133 | $51.17 | $6,805.61 |
DisclosureSEC source: 0000109380-19-000108 · wf-form4a_155312035476796.xml · nonDerivative · entry 2 Stewart Randy R · CIK 0001749597 · Exec VP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,667 Read SEC document |
| March 01, 2019 Filed Mar 20, 2019 22:19 UTC Amendment | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | GrantCommon Stock | 2,345 | $51.17 | $119,993.65 |
DisclosureSEC source: 0000109380-19-000108 · wf-form4a_155312035476796.xml · nonDerivative · entry 1 Stewart Randy R · CIK 0001749597 · Exec VP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,800 Read SEC document |
| February 25, 2019 Filed Feb 26, 2019 21:31 UTC | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | Tax withholdingCommon Stock | 180 | $50.99 | $9,178.20 |
DisclosureSEC source: 0000109380-19-000060 · wf-form4_155121665000541.xml · nonDerivative · entry 2 Stewart Randy R · CIK 0001749597 · Exec VP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,455 Read SEC document |
| February 25, 2019 Filed Feb 26, 2019 21:31 UTC | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | Tax withholdingCommon Stock | 225 | $50.99 | $11,472.75 |
DisclosureSEC source: 0000109380-19-000060 · wf-form4_155121665000541.xml · nonDerivative · entry 1 Stewart Randy R · CIK 0001749597 · Exec VP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,635 Read SEC document |
| February 12, 2019 Filed Feb 13, 2019 22:41 UTC | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | Tax withholdingCommon Stock | 217 | $49.89 | $10,826.13 |
DisclosureSEC source: 0000109380-19-000030 · wf-form4_155009766042083.xml · nonDerivative · entry 1 Stewart Randy R · CIK 0001749597 · Exec VP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,860 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.