Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ZION · Entity 3544 | EVP - Chief Risk Officer | December 19, 2023 | December 20, 2023 |
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 December 19, 2023 · Filed December 20, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 38,006 |
Reported balance
After 2023-12-19 transaction · row 1
1 source rowRow 1 · 2023-12-19 · Sale · Disposed 246 · Balance 38,006 |
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 |
|---|---|---|---|---|---|---|
| November 22, 2017 Filed Nov 28, 2017 18:28 UTC | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | Exercise / conversionCommon Stock | 4,221 | $28.59 | $120,678.39 |
DisclosureSEC source: 0000109380-17-000244 · wf-form4_151189370895984.xml · nonDerivative · entry 1 Maio Keith D · CIK 0001313496 · EVP, Chief Banking Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 50,509 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 |
| June 12, 2017 Filed Jun 14, 2017 20:51 UTC | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | Tax withholdingCommon Stock | 180 | $42.93 | $7,727.40 |
DisclosureSEC source: 0000109380-17-000191 · wf-form4_149747348744427.xml · nonDerivative · entry 1 Maio Keith D · CIK 0001313496 · EVP, Chief Banking Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 46,288 Read SEC document |
| May 30, 2017 Filed Jun 1, 2017 20:45 UTC | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | Tax withholdingCommon Stock | 665 | $39.87 | $26,513.55 |
DisclosureSEC source: 0000109380-17-000155 · wf-form4_149634992736586.xml · nonDerivative · entry 1 Maio Keith D · CIK 0001313496 · EVP, Chief Banking Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 46,468 Read SEC document |
| May 24, 2017 Filed May 25, 2017 20:13 UTC | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | Tax withholdingCommon Stock | 614 | $40.70 | $24,989.80 |
DisclosureSEC source: 0000109380-17-000137 · wf-form4_149574319473710.xml · nonDerivative · entry 1 Maio Keith D · CIK 0001313496 · EVP, Chief Banking Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 47,133 Read SEC document |
| May 22, 2017 Filed May 24, 2017 21:08 UTC | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | Tax withholdingCommon Stock | 773 | $40.21 | $31,082.33 |
DisclosureSEC source: 0000109380-17-000121 · wf-form4_149566006839287.xml · nonDerivative · entry 1 Maio Keith D · CIK 0001313496 · EVP, Chief Banking Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 47,747 Read SEC document |
| February 24, 2017 Filed Feb 28, 2017 23:00 UTC | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | GrantStock Option (right to buy) · Derivative | 6,076 | $44.55 Strike: $44.55 | $270,685.80 |
DisclosureSEC source: 0000109380-17-000063 · wf-form4_148832278910115.xml · derivative · entry 2 Maio Keith D · CIK 0001313496 · EVP, Chief Banking Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,076 Underlying: Common Stock · 6,076 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 23:00 UTC | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | GrantCommon Stock | 6,285 | $44.55 | $279,996.75 |
DisclosureSEC source: 0000109380-17-000063 · wf-form4_148832278910115.xml · nonDerivative · entry 1 Maio Keith D · CIK 0001313496 · EVP, Chief Banking Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 48,211 Read SEC document |
| February 13, 2017 Filed Feb 14, 2017 19:53 UTC | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | Tax withholdingCommon Stock | 1,200 | $44.08 | $52,896.00 |
DisclosureSEC source: 0000109380-17-000037 · wf-form4_148710201527726.xml · nonDerivative · entry 1 Maio Keith D · CIK 0001313496 · EVP, Chief Banking Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 41,926 Read SEC document |
| February 13, 2017 Filed May 2, 2017 16:22 UTC Amendment | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | Tax withholdingCommon Stock | 891 | $44.08 | $39,275.28 |
DisclosureSEC source: 0000109380-17-000096 · wf-form4a_149374211996091.xml · nonDerivative · entry 1 Maio Keith D · CIK 0001313496 · EVP, Chief Banking Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 42,235 F1 · shares: Correction to shares used to cover taxes. Read SEC document |
| January 26, 2017 Filed Jan 27, 2017 19:02 UTC | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | Exercise / conversionStock Option (right to buy) · Derivative | 5,076 | $29.02 Strike: $29.02 | $147,305.52 |
DisclosureSEC source: 0000109380-17-000026 · wf-form4_148554374134088.xml · derivative · entry 15 Maio Keith D · CIK 0001313496 · EVP, Chief Banking Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,154 Underlying: Common Stock · 5,076 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. Read SEC document |
| January 26, 2017 Filed Jan 27, 2017 19:02 UTC | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | Exercise / conversionStock Option (right to buy) · Derivative | 5,939 | $28.59 Strike: $28.59 | $169,796.01 |
DisclosureSEC source: 0000109380-17-000026 · wf-form4_148554374134088.xml · derivative · entry 14 Maio Keith D · CIK 0001313496 · EVP, Chief Banking Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,221 Underlying: Common Stock · 5,939 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 |
| January 26, 2017 Filed Jan 27, 2017 19:02 UTC | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | Exercise / conversionStock Option (right to buy) · Derivative | 9,609 | $27.49 Strike: $27.49 | $264,151.41 |
DisclosureSEC source: 0000109380-17-000026 · wf-form4_148554374134088.xml · derivative · entry 13 Maio Keith D · CIK 0001313496 · EVP, Chief Banking Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 9,609 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 |
| January 26, 2017 Filed Jan 27, 2017 19:02 UTC | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | SaleCommon Stock | 5,076 | $43.77 | $222,176.52 |
DisclosureSEC source: 0000109380-17-000026 · wf-form4_148554374134088.xml · nonDerivative · entry 12 Maio Keith D · CIK 0001313496 · EVP, Chief Banking Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 43,126 Read SEC document |
| January 26, 2017 Filed Jan 27, 2017 19:02 UTC | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | Exercise / conversionCommon Stock | 5,076 | $29.02 | $147,305.52 |
DisclosureSEC source: 0000109380-17-000026 · wf-form4_148554374134088.xml · nonDerivative · entry 11 Maio Keith D · CIK 0001313496 · EVP, Chief Banking Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 48,202 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 19:02 UTC | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | SaleCommon Stock | 500 | $43.71 | $21,855.00 |
DisclosureSEC source: 0000109380-17-000026 · wf-form4_148554374134088.xml · nonDerivative · entry 10 Maio Keith D · CIK 0001313496 · EVP, Chief Banking Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 43,126 Read SEC document |
| January 26, 2017 Filed Jan 27, 2017 19:02 UTC | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | SaleCommon Stock | 921 | $43.70 | $40,247.70 |
DisclosureSEC source: 0000109380-17-000026 · wf-form4_148554374134088.xml · nonDerivative · entry 9 Maio Keith D · CIK 0001313496 · EVP, Chief Banking Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 43,626 Read SEC document |
| January 26, 2017 Filed Jan 27, 2017 19:02 UTC | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | SaleCommon Stock | 915 | $43.69 | $39,976.35 |
DisclosureSEC source: 0000109380-17-000026 · wf-form4_148554374134088.xml · nonDerivative · entry 8 Maio Keith D · CIK 0001313496 · EVP, Chief Banking Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 44,547 Read SEC document |
| January 26, 2017 Filed Jan 27, 2017 19:02 UTC | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | SaleCommon Stock | 3,603 | $43.68 | $157,379.04 |
DisclosureSEC source: 0000109380-17-000026 · wf-form4_148554374134088.xml · nonDerivative · entry 7 Maio Keith D · CIK 0001313496 · EVP, Chief Banking Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 45,462 Read SEC document |
| January 26, 2017 Filed Jan 27, 2017 19:02 UTC | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | Exercise / conversionCommon Stock | 5,939 | $28.59 | $169,796.01 |
DisclosureSEC source: 0000109380-17-000026 · wf-form4_148554374134088.xml · nonDerivative · entry 6 Maio Keith D · CIK 0001313496 · EVP, Chief Banking Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 49,065 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 19:02 UTC | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | SaleCommon Stock | 200 | $43.62 | $8,723.20 |
DisclosureSEC source: 0000109380-17-000026 · wf-form4_148554374134088.xml · nonDerivative · entry 5 Maio Keith D · CIK 0001313496 · EVP, Chief Banking Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 43,126 Read SEC document |
| January 26, 2017 Filed Jan 27, 2017 19:02 UTC | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | SaleCommon Stock | 800 | $43.60 | $34,880.00 |
DisclosureSEC source: 0000109380-17-000026 · wf-form4_148554374134088.xml · nonDerivative · entry 4 Maio Keith D · CIK 0001313496 · EVP, Chief Banking Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 43,326 Read SEC document |
| January 26, 2017 Filed Jan 27, 2017 19:02 UTC | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | SaleCommon Stock | 2,609 | $43.59 | $113,726.31 |
DisclosureSEC source: 0000109380-17-000026 · wf-form4_148554374134088.xml · nonDerivative · entry 3 Maio Keith D · CIK 0001313496 · EVP, Chief Banking Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 44,126 Read SEC document |
| January 26, 2017 Filed Jan 27, 2017 19:02 UTC | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | SaleCommon Stock | 6,000 | $43.59 | $261,522.00 |
DisclosureSEC source: 0000109380-17-000026 · wf-form4_148554374134088.xml · nonDerivative · entry 2 Maio Keith D · CIK 0001313496 · EVP, Chief Banking Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 46,735 Read SEC document |
| January 26, 2017 Filed Jan 27, 2017 19:02 UTC | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | Exercise / conversionCommon Stock | 9,609 | $27.49 | $264,151.41 |
DisclosureSEC source: 0000109380-17-000026 · wf-form4_148554374134088.xml · nonDerivative · entry 1 Maio Keith D · CIK 0001313496 · EVP, Chief Banking Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 52,735 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 25, 2017 Filed Jan 26, 2017 22:18 UTC | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | Tax withholdingCommon Stock | 697 | $43.28 | $30,166.16 |
DisclosureSEC source: 0000109380-17-000017 · wf-form4_148546906979263.xml · nonDerivative · entry 2 Maio Keith D · CIK 0001313496 · EVP, Chief Banking Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 43,126 Read SEC document |
| January 25, 2017 Filed Jan 26, 2017 22:18 UTC | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | Tax withholdingCommon Stock | 249 | $43.28 | $10,776.72 |
DisclosureSEC source: 0000109380-17-000017 · wf-form4_148546906979263.xml · nonDerivative · entry 1 Maio Keith D · CIK 0001313496 · EVP, Chief Banking Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 43,823 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.