Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ZION · Entity 3544 | Executive VP & · General Counsel | 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 | 32,014 |
Ending reported balance
After 2024-02-13 transaction · row 3
3 source rows · reconciled sequenceRow 1 · 2024-02-12 · Grant · Acquired 2,861 · Balance 32,752 Row 2 · 2024-02-12 · Tax withholding · Disposed 447 · Balance 32,305 Row 3 · 2024-02-13 · Tax withholding · Disposed 291 · Balance 32,014 |
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 |
|---|---|---|---|---|---|---|
| May 08, 2019 Filed May 9, 2019 20:54 UTC | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | SaleCommon Stock | 2,050 | $48.50 | $99,420.90 |
DisclosureSEC source: 0000109380-19-000138 · wf-form4_155743527927460.xml · nonDerivative · entry 1 LAURSEN THOMAS E · CIK 0001287704 · Sr. Vice President & · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,798 Read SEC document |
| March 01, 2019 Filed Mar 5, 2019 23:18 UTC | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | GrantStock Option (right to buy) · Derivative | 3,945 | $51.17 Strike: $51.17 | $201,865.65 |
DisclosureSEC source: 0000109380-19-000075 · wf-form4_155182788268285.xml · derivative · entry 2 LAURSEN THOMAS E · CIK 0001287704 · Sr. Vice President & · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,945 Underlying: Common Stock · 3,945 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 23:18 UTC | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | GrantCommon Stock | 3,590 | $51.17 | $183,700.30 |
DisclosureSEC source: 0000109380-19-000075 · wf-form4_155182788268285.xml · nonDerivative · entry 1 LAURSEN THOMAS E · CIK 0001287704 · Sr. Vice President & · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,848 Read SEC document |
| March 01, 2019 Filed Mar 20, 2019 22:12 UTC Amendment | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | GrantStock Option (right to buy) · Derivative | 4,416 | $51.17 Strike: $51.17 | $225,966.72 |
DisclosureSEC source: 0000109380-19-000097 · wf-form4a_155311991957813.xml · derivative · entry 2 LAURSEN THOMAS E · CIK 0001287704 · Sr. Vice President & · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,416 Underlying: Common Stock · 4,416 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 22:12 UTC Amendment | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | GrantCommon Stock | 3,590 | $51.17 | $183,700.30 |
DisclosureSEC source: 0000109380-19-000097 · wf-form4a_155311991957813.xml · nonDerivative · entry 1 LAURSEN THOMAS E · CIK 0001287704 · Sr. Vice President & · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,848 Read SEC document |
| February 25, 2019 Filed Feb 26, 2019 21:27 UTC | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | Tax withholdingCommon Stock | 214 | $50.99 | $10,911.86 |
DisclosureSEC source: 0000109380-19-000051 · wf-form4_155121643049721.xml · nonDerivative · entry 2 LAURSEN THOMAS E · CIK 0001287704 · Sr. Vice President & · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,258 Read SEC document |
| February 25, 2019 Filed Feb 26, 2019 21:27 UTC | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | Tax withholdingCommon Stock | 243 | $50.99 | $12,390.57 |
DisclosureSEC source: 0000109380-19-000051 · wf-form4_155121643049721.xml · nonDerivative · entry 1 LAURSEN THOMAS E · CIK 0001287704 · Sr. Vice President & · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,472 Read SEC document |
| February 12, 2019 Filed Feb 13, 2019 22:37 UTC | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | Tax withholdingCommon Stock | 482 | $49.89 | $24,046.98 |
DisclosureSEC source: 0000109380-19-000022 · wf-form4_155009741378912.xml · nonDerivative · entry 1 LAURSEN THOMAS E · CIK 0001287704 · Sr. Vice President & · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,715 Read SEC document |
| January 28, 2019 Filed Jan 29, 2019 21:37 UTC | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | SaleCommon Stock | 1,237 | $48.47 | $59,951.21 |
DisclosureSEC source: 0000109380-19-000005 · wf-form4_154879785954872.xml · nonDerivative · entry 1 LAURSEN THOMAS E · CIK 0001287704 · Sr. Vice President & · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,197 Read SEC document |
| November 02, 2018 Filed Nov 6, 2018 21:13 UTC | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | SaleCommon Stock | 1,381 | $48.33 | $66,743.73 |
DisclosureSEC source: 0000109380-18-000258 · wf-form4_154153879045441.xml · nonDerivative · entry 1 LAURSEN THOMAS E · CIK 0001287704 · Sr. Vice President & · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,434 Read SEC document |
| August 01, 2018 Filed Aug 3, 2018 19:12 UTC | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | SaleCommon Stock | 945 | $52.73 | $49,825.13 |
DisclosureSEC source: 0000109380-18-000231 · wf-form4_153332355073945.xml · nonDerivative · entry 1 LAURSEN THOMAS E · CIK 0001287704 · Sr. Vice President & · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,815 Read SEC document |
| June 11, 2018 Filed Jun 13, 2018 19:19 UTC | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | Tax withholdingCommon Stock | 193 | $56.57 | $10,918.01 |
DisclosureSEC source: 0000109380-18-000198 · wf-form4_152891755018741.xml · nonDerivative · entry 1 LAURSEN THOMAS E · CIK 0001287704 · Sr. Vice President & · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,760 Read SEC document |
| May 30, 2018 Filed May 31, 2018 16:59 UTC | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | Tax withholdingCommon Stock | 362 | $55.53 | $20,101.86 |
DisclosureSEC source: 0000109380-18-000167 · wf-form4_152778593445115.xml · nonDerivative · entry 1 LAURSEN THOMAS E · CIK 0001287704 · Sr. Vice President & · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,953 Read SEC document |
| May 22, 2018 Filed May 24, 2018 22:41 UTC | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | Tax withholdingCommon Stock | 354 | $58.54 | $20,723.16 |
DisclosureSEC source: 0000109380-18-000148 · wf-form4_152720164386339.xml · nonDerivative · entry 1 LAURSEN THOMAS E · CIK 0001287704 · Sr. Vice President & · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,315 Read SEC document |
| April 27, 2018 Filed Apr 30, 2018 21:01 UTC | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | SaleCommon Stock | 1,400 | $55.17 | $77,238.00 |
DisclosureSEC source: 0000109380-18-000131 · wf-form4_152512205239779.xml · nonDerivative · entry 1 LAURSEN THOMAS E · CIK 0001287704 · Sr. Vice President & · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,669 Read SEC document |
| February 26, 2018 Filed Feb 27, 2018 23:59 UTC | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | Tax withholdingCommon Stock | 243 | $56.29 | $13,678.47 |
DisclosureSEC source: 0000109380-18-000080 · wf-form4_151977594298216.xml · nonDerivative · entry 2 LAURSEN THOMAS E · CIK 0001287704 · Sr. Vice President & · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,069 Read SEC document |
| February 23, 2018 Filed Feb 27, 2018 23:59 UTC | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | GrantStock Option (right to buy) · Derivative | 3,447 | $55.68 Strike: $55.68 | $191,928.96 |
DisclosureSEC source: 0000109380-18-000080 · wf-form4_151977594298216.xml · derivative · entry 3 LAURSEN THOMAS E · CIK 0001287704 · Sr. Vice President & · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,447 Underlying: Common Stock · 3,447 shares Expires 2025-02-22 F2 · derivative.exercise_date: Grant has a graded vesting schedule. Date exercisable will vary for each vesting tranche. Read SEC document |
| February 23, 2018 Filed Feb 27, 2018 23:59 UTC | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | GrantCommon Stock | 3,161 | $55.68 | $176,004.48 |
DisclosureSEC source: 0000109380-18-000080 · wf-form4_151977594298216.xml · nonDerivative · entry 1 LAURSEN THOMAS E · CIK 0001287704 · Sr. Vice President & · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,312 F1 · price: Restricted stock units granted under the Zions Bancorporation 2015 Omnibus Incentive Plan. Units vest 25% per year for 4 years. Read SEC document |
| February 12, 2018 Filed Feb 13, 2018 18:47 UTC | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | Tax withholdingCommon Stock | 483 | $52.06 | $25,144.98 |
DisclosureSEC source: 0000109380-18-000029 · wf-form4_151854764024194.xml · nonDerivative · entry 1 LAURSEN THOMAS E · CIK 0001287704 · Sr. Vice President & · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,151 Read SEC document |
| January 31, 2018 Filed Feb 1, 2018 19:31 UTC | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | SaleCommon Stock | 1,250 | $54.28 | $67,843.75 |
DisclosureSEC source: 0000109380-18-000008 · wf-form4_151751347238968.xml · nonDerivative · entry 1 LAURSEN THOMAS E · CIK 0001287704 · Sr. Vice President & · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,634 Read SEC document |
| November 27, 2017 Filed Nov 28, 2017 18:28 UTC | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | SaleCommon Stock | 1,600 | $46.55 | $74,472.00 |
DisclosureSEC source: 0000109380-17-000243 · wf-form4_151189369229019.xml · nonDerivative · entry 1 LAURSEN THOMAS E · CIK 0001287704 · Sr. Vice President & · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,884 Read SEC document |
| August 04, 2017 Filed Aug 7, 2017 21:03 UTC | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | SaleCommon Stock | 1,000 | $46.38 | $46,375.00 |
DisclosureSEC source: 0000109380-17-000223 · wf-form4_150213980075848.xml · nonDerivative · entry 1 LAURSEN THOMAS E · CIK 0001287704 · Sr. Vice President & · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,484 Read SEC document |
| June 12, 2017 Filed Jun 14, 2017 20:51 UTC | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | Tax withholdingCommon Stock | 213 | $42.93 | $9,144.09 |
DisclosureSEC source: 0000109380-17-000190 · wf-form4_149747346666307.xml · nonDerivative · entry 1 LAURSEN THOMAS E · CIK 0001287704 · Sr. Vice President & · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,484 Read SEC document |
| May 30, 2017 Filed Jun 1, 2017 20:45 UTC | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | Tax withholdingCommon Stock | 402 | $39.87 | $16,027.74 |
DisclosureSEC source: 0000109380-17-000153 · wf-form4_149634988827106.xml · nonDerivative · entry 1 LAURSEN THOMAS E · CIK 0001287704 · Sr. Vice President & · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,697 Read SEC document |
| May 24, 2017 Filed May 25, 2017 20:13 UTC | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | Tax withholdingCommon Stock | 408 | $40.70 | $16,605.60 |
DisclosureSEC source: 0000109380-17-000136 · wf-form4_149574317603366.xml · nonDerivative · entry 1 LAURSEN THOMAS E · CIK 0001287704 · Sr. Vice President & · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,099 Read SEC document |
| May 22, 2017 Filed May 24, 2017 21:07 UTC | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | Tax withholdingCommon Stock | 394 | $40.21 | $15,842.74 |
DisclosureSEC source: 0000109380-17-000119 · wf-form4_149566002319562.xml · nonDerivative · entry 1 LAURSEN THOMAS E · CIK 0001287704 · Sr. Vice President & · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,507 Read SEC document |
| May 08, 2017 Filed May 9, 2017 20:02 UTC | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | SaleCommon Stock | 860 | $41.16 | $35,397.60 |
DisclosureSEC source: 0000109380-17-000108 · wf-form4_149436011671575.xml · nonDerivative · entry 1 LAURSEN THOMAS E · CIK 0001287704 · Sr. Vice President & · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,901 Read SEC document |
| February 24, 2017 Filed Feb 28, 2017 22:59 UTC | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | GrantStock Option (right to buy) · Derivative | 3,472 | $44.55 Strike: $44.55 | $154,677.60 |
DisclosureSEC source: 0000109380-17-000061 · wf-form4_148832274675713.xml · derivative · entry 2 LAURSEN THOMAS E · CIK 0001287704 · Sr. Vice President & · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,472 Underlying: Common Stock · 3,472 shares Expires 2024-02-23 F1 · derivative.exercise_date: Grant has a graded vesting schedule. Date exercisable will vary for each vesting tranche. Read SEC document |
| February 24, 2017 Filed Feb 28, 2017 22:59 UTC | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | GrantCommon Stock | 3,591 | $44.55 | $159,979.05 |
DisclosureSEC source: 0000109380-17-000061 · wf-form4_148832274675713.xml · nonDerivative · entry 1 LAURSEN THOMAS E · CIK 0001287704 · Sr. Vice President & · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,761 Read SEC document |
| February 13, 2017 Filed Feb 14, 2017 19:53 UTC | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | Tax withholdingCommon Stock | 537 | $44.08 | $23,670.96 |
DisclosureSEC source: 0000109380-17-000035 · wf-form4_148710198413717.xml · nonDerivative · entry 1 LAURSEN THOMAS E · CIK 0001287704 · Sr. Vice President & · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,170 Read SEC document |
| January 26, 2017 Filed Jan 27, 2017 19:02 UTC | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | SaleCommon Stock | 1,740 | $43.15 | $75,081.00 |
DisclosureSEC source: 0000109380-17-000025 · wf-form4_148554372208385.xml · nonDerivative · entry 1 LAURSEN THOMAS E · CIK 0001287704 · Sr. Vice President & · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,707 Read SEC document |
| January 25, 2017 Filed Jan 26, 2017 22:17 UTC | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | Tax withholdingCommon Stock | 583 | $43.28 | $25,232.24 |
DisclosureSEC source: 0000109380-17-000016 · wf-form4_148546905414919.xml · nonDerivative · entry 2 LAURSEN THOMAS E · CIK 0001287704 · Sr. Vice President & · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,447 Read SEC document |
| January 25, 2017 Filed Jan 26, 2017 22:17 UTC | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | Tax withholdingCommon Stock | 207 | $43.28 | $8,958.96 |
DisclosureSEC source: 0000109380-17-000016 · wf-form4_148546905414919.xml · nonDerivative · entry 1 LAURSEN THOMAS E · CIK 0001287704 · Sr. Vice President & · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,030 Read SEC document |
| October 27, 2016 Filed Oct 28, 2016 17:06 UTC | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | SaleCommon Stock | 2,500 | $32.42 | $81,050.00 |
DisclosureSEC source: 0000109380-16-000518 · wf-form4_147767435493226.xml · nonDerivative · entry 4 LAURSEN THOMAS E · CIK 0001287704 · Sr. Vice President & · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,237 Read SEC document |
| October 27, 2016 Filed Oct 28, 2016 17:06 UTC | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | SaleCommon Stock | 500 | $32.31 | $16,155.00 |
DisclosureSEC source: 0000109380-16-000518 · wf-form4_147767435493226.xml · nonDerivative · entry 3 LAURSEN THOMAS E · CIK 0001287704 · Sr. Vice President & · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,737 Read SEC document |
| October 27, 2016 Filed Oct 28, 2016 17:06 UTC | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | SaleCommon Stock | 500 | $32.28 | $16,140.00 |
DisclosureSEC source: 0000109380-16-000518 · wf-form4_147767435493226.xml · nonDerivative · entry 2 LAURSEN THOMAS E · CIK 0001287704 · Sr. Vice President & · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,237 Read SEC document |
| October 27, 2016 Filed Oct 28, 2016 17:06 UTC | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | SaleCommon Stock | 6,500 | $32.19 | $209,235.00 |
DisclosureSEC source: 0000109380-16-000518 · wf-form4_147767435493226.xml · nonDerivative · entry 1 LAURSEN THOMAS E · CIK 0001287704 · Sr. Vice President & · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,737 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.