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| SEC Filing | Company/Stock | Trade Date | Transaction | Shares | Avg. Price | Total | % Holdings | Gain/Loss |
|---|---|---|---|---|---|---|---|---|
| 29-Jul-24 4:31 PM View:  | Zions Bancorp. (ZION) | 26-Jul-24 | Sale | 60,000 | $51.85 | $3,111,000.00 | (32%) 185.17K to 125.17K | |
| 29-Jul-24 4:31 PM View: | Zions Bancorp. (ZION) | 25-Jul-24 | Private Sale | 60,000 | $51.83 | $3,109,790.00 | (24%) 245.17K to 185.17K | |
| 14-Feb-24 6:36 PM View: | Zions Bancorp. (ZION) | 13-Feb-24 | Payment of Exercise | 1,286 | $39.34 | $50,591.20 | (< 1%) 134.09K to 132.81K | |
| 14-Feb-24 6:36 PM View: | Zions Bancorp. (ZION) | 12-Feb-24 | Grant | 23,854 | $41.24 | $983,739.00 | 21% 112.6K to 136.46K | |
| 14-Feb-24 6:36 PM View: | Zions Bancorp. (ZION) | 12-Feb-24 | Payment of Exercise | 2,361 | $41.24 | $97,367.60 | (2%) 136.46K to 134.09K | |
| 12-Feb-24 4:59 PM View: | Zions Bancorp. (ZION) | 08-Feb-24 | Payment of Exercise | 628 | $39.89 | $25,050.90 | (< 1%) 113.23K to 112.6K | (12%) |
| 20-Dec-23 4:34 PM View: | Zions Bancorp. (ZION) | 19-Dec-23 | Sale | 519 | $38.32 | $19,888.10 | (< 1%) 113.23K to 112.71K | |
| 02-May-23 10:00 PM View: | Zions Bancorp. (ZION) | 28-Apr-23 | Private Purchase | 37,000 | $27.44 | $1,015,280.00 | 55% 67.54K to 104.54K | |
| 02-Mar-23 5:49 PM View: | Zions Bancorp. (ZION) | 01-Mar-23 | Payment of Exercise | 1,025 | $50.44 | $51,701.00 | (< 1%) 114.25K to 113.23K | |
| 15-Feb-23 4:35 PM View: | Zions Bancorp. (ZION) | 13-Feb-23 | Grant | 13,889 | $52.90 | $734,728.00 | 14% 100.36K to 114.25K | |
| 14-Feb-23 5:36 PM View: | Zions Bancorp. (ZION) | 13-Feb-23 | Payment of Exercise | 615 | $52.90 | $32,533.50 | (< 1%) 100.98K to 100.36K | |
| 13-Feb-23 4:56 PM View: | Zions Bancorp. (ZION) | 10-Feb-23 | Payment of Exercise | 1,584 | $52.93 | $83,835.70 | (2%) 102.56K to 100.98K | |
| 27-Dec-22 5:19 PM View: | Zions Bancorp. (ZION) | 23-Dec-22 | Payment of Exercise | 417 | $51.99 | $21,679.80 | (< 1%) 109.32K to 108.9K | |
| 13-Jan-23 10:00 PM View: | Zions Bancorp. (ZION) | 25-Mar-22 | Gift | 315 | -- | -- | (< 1%) 102.88K to 102.56K | |
| 13-Jan-23 10:00 PM View: | Zions Bancorp. (ZION) | 23-Mar-22 | Gift | 6,025 | -- | -- | (6%) 108.9K to 102.88K | |
| 03-Mar-22 10:00 PM View: | Zions Bancorp. (ZION) | 01-Mar-22 | Payment of Exercise | 1,025 | $64.94 | $66,563.50 | (< 1%) 110.35K to 109.32K | |
| 25-Feb-22 4:50 PM View: | Zions Bancorp. (ZION) | 23-Feb-22 | Payment of Exercise | 827 | $69.71 | $57,650.20 | (< 1%) 111.17K to 110.35K | |
| 15-Feb-22 5:59 PM View: | Zions Bancorp. (ZION) | 11-Feb-22 | Grant | 11,166 | $73.22 | $817,575.00 | 11% 100.01K to 111.17K | |
| 11-Feb-22 4:55 PM View: | Zions Bancorp. (ZION) | 10-Feb-22 | Payment of Exercise | 1,327 | $74.12 | $98,357.20 | (1%) 101.33K to 100.01K | |
| 11-Feb-22 4:55 PM View: | Zions Bancorp. (ZION) | 08-Feb-22 | Payment of Exercise | 1,062 | $73.97 | $78,556.10 | (1%) 102.4K to 101.33K | |
| 21-Dec-21 8:57 PM View: | Zions Bancorp. (ZION) | 20-Dec-21 | Payment of Exercise | 504 | $62.37 | $31,434.50 | (< 1%) 102.9K to 102.4K | |
| 15-Mar-21 4:34 PM View: | Zions Bancorp. (ZION) | 12-Mar-21 | Gift | 4,950 | -- | -- | (5%) 107.85K to 102.9K | |
| 02-Mar-21 9:54 PM View: | Zions Bancorp. (ZION) | 01-Mar-21 | Payment of Exercise | 1,025 | $54.79 | $56,159.80 | (< 1%) 108.88K to 107.85K | |
| 25-Feb-21 7:52 PM View: | Zions Bancorp. (ZION) | 24-Feb-21 | Payment of Exercise | 1,014 | $56.78 | $57,574.90 | (< 1%) 109.89K to 108.88K | |
| 25-Feb-21 7:52 PM View: | Zions Bancorp. (ZION) | 23-Feb-21 | Payment of Exercise | 827 | $54.17 | $44,798.60 | (< 1%) 110.72K to 109.89K | |
| 11-Feb-21 8:21 PM View: | Zions Bancorp. (ZION) | 10-Feb-21 | Payment of Exercise | 1,327 | $49.58 | $65,792.70 | (< 1%) 152.05K to 150.72K | |
| 11-Feb-21 8:21 PM View: | Zions Bancorp. (ZION) | 10-Feb-21 | Sale | 40,006 | $49.85 | $1,994,160.00 | (27%) 150.72K to 110.72K | |
| 10-Feb-21 8:15 PM View: | Zions Bancorp. (ZION) | 08-Feb-21 | Grant | 13,485 | $48.65 | $656,045.00 | 10% 138.56K to 152.05K | (8%) |
| 05-May-20 5:11 PM View: | Centerpoint Energy Inc. (CNP) | 01-May-20 | Grant | 9,113 | -- | -- | 30% 30.82K to 39.93K | |
| 04-Mar-20 5:59 PM View: | Zions Bancorp. (ZION) | 02-Mar-20 | Payment of Exercise | 1,025 | $41.30 | $42,332.50 | (< 1%) 139.59K to 138.56K | (8%) |
| 26-Feb-20 1:44 PM View: | Zions Bancorp. (ZION) | 24-Feb-20 | Payment of Exercise | 1,841 | $43.76 | $80,562.20 | (1%) 141.43K to 139.59K | (2%) |
| 13-Feb-20 6:16 PM View: | Zions Bancorp. (ZION) | 12-Feb-20 | Payment of Exercise | 1,675 | $46.11 | $77,234.20 | (1%) 143.1K to 141.43K | 3% |
| 12-Feb-20 7:21 PM View: | Zions Bancorp. (ZION) | 10-Feb-20 | Grant | 14,339 | $45.65 | $654,575.00 | 11% 128.77K to 143.1K | (2%) |
| 13-Jan-20 7:11 PM View: | Zions Bancorp. (ZION) | 09-Jan-20 | Payment of Exercise | 414 | $49.50 | $20,493.00 | (< 1%) 129.18K to 128.77K | |
| 12-Nov-19 5:12 PM View: | Zions Bancorp. (ZION) | 07-Nov-19 | Gift | 6,537 | -- | -- | (5%) 136.97K to 130.44K | |
| 08-Nov-19 4:18 PM View: | Zions Bancorp. (ZION) | 07-Nov-19 | Option Exercise | 27,916 | $23.24 | $648,743.00 | 18% 153.76K to 181.68K | |
| 08-Nov-19 4:18 PM View: | Zions Bancorp. (ZION) | 07-Nov-19 | Option Sale | 27,916 | $51.21 | $1,429,640.00 | (15%) 181.68K to 153.76K | |
| 08-Nov-19 4:18 PM View: | Zions Bancorp. (ZION) | 07-Nov-19 | Sale | 16,790 | $51.21 | $859,856.00 | (11%) 153.76K to 136.97K | |
| 13-Jan-20 7:10 PM View: | Zions Bancorp. (ZION) | 22-May-19 | Payment of Exercise | 1,255 | $45.42 | $57,002.10 | (< 1%) 130.02K to 128.77K | 2% |
| 03-May-19 6:33 PM View: | Centerpoint Energy Inc. (CNP) | 01-May-19 | Grant | 4,873 | -- | -- | 19% 25.94K to 30.82K | |
| 05-Mar-19 6:19 PM View: | Zions Bancorp. (ZION) | 01-Mar-19 | Grant | 11,073 | $51.17 | $566,605.00 | 8% 142.69K to 153.76K | (< 1%) |
| 26-Feb-19 10:00 PM View: | Zions Bancorp. (ZION) | 25-Feb-19 | Payment of Exercise | 1,095 | $50.99 | $55,834.10 | (< 1%) 143.78K to 142.69K | 1% |
| 13-Feb-19 5:38 PM View: | Zions Bancorp. (ZION) | 12-Feb-19 | Payment of Exercise | 1,087 | $49.89 | $54,230.40 | (< 1%) 144.87K to 143.78K | < 1% |
| 18-Dec-18 5:56 PM View: | Zions Bancorp. (ZION) | 29-Nov-18 | Gift | 4,500 | -- | -- | (3%) 149.37K to 144.87K | |
| 13-Jun-18 3:20 PM View: | Zions Bancorp. (ZION) | 11-Jun-18 | Payment of Exercise | 230 | $56.57 | $13,011.10 | (< 1%) 149.6K to 149.37K | 13% |
| 31-May-18 1:00 PM View: | Zions Bancorp. (ZION) | 30-May-18 | Payment of Exercise | 1,036 | $55.53 | $57,529.10 | (< 1%) 150.64K to 149.6K | 11% |
| 24-May-18 6:42 PM View: | Zions Bancorp. (ZION) | 22-May-18 | Payment of Exercise | 1,255 | $58.54 | $73,467.70 | (< 1%) 151.89K to 150.64K | 16% |
| 03-May-18 6:14 PM View: | Centerpoint Energy Inc. (CNP) | 01-May-18 | Grant | 5,110 | -- | -- | 25% 20.83K to 25.94K | |
| 01-May-18 4:32 PM View: | Zions Bancorp. (ZION) | 30-Apr-18 | Market Sale | 17,832 | $55.18 | $983,965.00 | (11%) 169.72K to 151.89K | 11% |
| 01-May-18 4:32 PM View: | Zions Bancorp. (ZION) | 30-Apr-18 | Market Sale | 11,809 | $54.88 | $648,082.00 | (7%) 181.53K to 169.72K | 11% |