Zions Bancorporation, National Association
ZIONFigures shown here come from public SEC filings. Dates beside each section show the available history.
How Zions Bancorporation, National Association Makes Money
No flow chart is shown because the available revenue and expense lines do not reconcile exactly. The reported financial history below remains available.
Financial Summary
Choose a year or quarter, compare it with the same period a year earlier, and open any row for its full filing history.
Loading financial history…
SEC filings supply these figures; updates after the dates shown are not included. This page includes 18 annual periods. The latest annual period ends Dec 31, 2025. The latest insider filing shown is dated Jun 4, 2026. The latest institutional report shown is dated Sep 30, 2024; other ownership filings may exist.
Ownership
Who holds the shares, as reported in SEC ownership filings.
Reported 13F positions
Each row shows what a filer reported for one date, not a current position. The link opens that filing.
| Filer | Report date | Shares | Value | Filing |
|---|---|---|---|---|
| BOYD WATTERSON ASSET MANAGEMENT LLC/OH | 2024-09-30 | 500 | Not shown | SEC filing |
| Bullseye Investment Management, LLC | 2024-09-30 | 19,368 | Not shown | SEC filing |
| STUDIO INVESTMENT MANAGEMENT LLC | 2024-09-30 | 42 | Not shown | SEC filing |
| Bullseye Investment Management, LLC | 2024-06-30 | 57,523 | Not shown | SEC filing |
| BOYD WATTERSON ASSET MANAGEMENT LLC/OH | 2024-06-30 | 500 | Not shown | SEC filing |
| STUDIO INVESTMENT MANAGEMENT LLC | 2024-06-30 | 42 | Not shown | SEC filing |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | 2024-06-30 | 9,000 | Not shown | SEC filing |
- Each value is checked against Zions Bancorporation, National Association's share prices from within about three months of its report date (insiders' Form 4 trades and the latest close).
- Value not shown for 7 rows: no share price from within three months of their report dates is on file, so they could not be checked.
Filer report history
Two reports per filer, as filed. No change is calculated, because the data on file cannot confirm that both reports describe the same security.
- STUDIO INVESTMENT MANAGEMENT LLC: 42 shares reported 2024-06-30; 42 shares reported 2024-09-30.
- Bullseye Investment Management, LLC: 57,523 shares reported 2024-06-30; 19,368 shares reported 2024-09-30.
- BOYD WATTERSON ASSET MANAGEMENT LLC/OH: 500 shares reported 2024-06-30; 500 shares reported 2024-09-30.
1 filer has only one report here.
Unusually large insider trades
Each trade is compared with the other insider trades of the same kind in the same security among Zions Bancorporation, National Association's recent filings on file. Size alone is context, not a prediction or evidence of improper trading.
- 2026-02-02 · MCLEAN SCOTT J: Larger than 17 of the 18 other insider sales of Common Stock on file. SEC filing
- 2025-02-18 · Smith Jennifer Anne: Larger than all 18 other insider sales of Common Stock on file. SEC filing
Purchases & sales (open market or private)
| Security | Code | Price | Filing | |||
|---|---|---|---|---|---|---|
| 2026-05-08 | Smith Jennifer Anne · Executive Vice President | Common Stock | S — Open market or private sale | −4,209 | 62.50 | SEC filing |
| 2026-05-04 | Smith Jennifer Anne · Executive Vice President | Common Stock | S — Open market or private sale | −550 | 62.96 | SEC filing |
| 2026-02-24 | SIMMONS HARRIS H · Chairman & CEO | Common Stock | P — Open market or private purchase | +4,500 | 59.03 | SEC filing |
| 2026-02-20 | Arbuckle Jason D. · SVP - Controller | Common Stock | S — Open market or private sale | −190 | 61.77 | SEC filing |
| 2026-02-18 | Smith Jennifer Anne · Executive Vice President | Common Stock | S — Open market or private sale | −199 | 62.48 | SEC filing |
| 2026-02-18 | Smith Jennifer Anne · Executive Vice President | Common Stock | S — Open market or private sale | −1,890 | 62.48 | SEC filing |
| 2026-02-06 | STEPHENS STEVEN DAN · Executive Vice President | Common Stock | S — Open market or private sale | −4,000 | 65.91 | SEC filing |
| 2026-02-06 | STEPHENS STEVEN DAN · Executive Vice President | Common Stock | S — Open market or private sale | −6,707 | 65.90 | SEC filing |
Showing 8 of 11 rows
Grants, exercises, tax & gifts
| Security | Code | Filing | |||
|---|---|---|---|---|---|
| 2026-06-02 | Ryan Daniel Joseph · Director | Deferred Comp | A — Grant, award, or other acquisition | +1,921 | SEC filing |
| 2026-06-02 | Callister Nathan · Executive Vice President | Common Stock | F — Payment of exercise price or tax by delivering securities | −922 | SEC filing |
| 2026-05-06 | Richards Robert Ryan · Controller | Common Stock | M — Exercise or conversion of derivative security | +2,004 | SEC filing |
| 2026-05-06 | Richards Robert Ryan · Controller | Stock Option (right to buy) | M — Exercise or conversion of derivative security | −2,004 | SEC filing |
| 2026-05-01 | Gupta Suren · Director | Deferred Comp | A — Grant, award, or other acquisition | +2,055 | SEC filing |
| 2026-05-01 | Lee Vivian S · Director | Deferred Comp | A — Grant, award, or other acquisition | +2,055 | SEC filing |
| 2026-05-01 | Contreras-Sweet Maria · Director | Common Stock | A — Grant, award, or other acquisition | +2,055 | SEC filing |
| 2026-05-01 | Murphy Edward F · Director | Common Stock | A — Grant, award, or other acquisition | +2,055 | SEC filing |
Showing 8 of 37 rows
Other activity
| Security | Code | Filing | |||
|---|---|---|---|---|---|
| 2026-04-02 | Smith Jennifer Anne · Executive Vice President | Stock Option (right to buy) | D — Disposition to the issuer | −3,711 | SEC filing |
| 2026-04-02 | Smith Jennifer Anne · Executive Vice President | Common Stock | D — Disposition to the issuer | −15,671 | SEC filing |
Showing 2 of 2 rows
These tables describe filed transactions, not current holdings. Prices are shown as filed; a currency is added only when the filing's data names one. Amended and possible duplicate rows are left out of size comparisons and transaction groups.