Form 4: Zions Bancorporation Director Reports Stock Transaction

Vivian S. Lee, a Director at Zions Bancorporation, National Association, reported a transaction involving phantom stock units.

Summary

• Vivian S. Lee, a Director at Zions Bancorporation, National Association, reported a transaction on May 1, 2026.
• The transaction involved 2,055 phantom stock units, which are economically equivalent to one share of common stock.
• These phantom stock units are settled in cash upon the earlier of death or retirement.
• The reported value for these units was $63.26 per unit, totaling $29,129.717.
• The ownership of these securities is direct.

Sentiment

Score: 5

Explanation: StockSavvy.ai views this as a neutral filing, as it reports a standard transaction of phantom stock units by a director, which does not inherently indicate positive or negative sentiment about the company's future performance.

Positives

• Director Vivian S. Lee holds direct beneficial ownership of 2,055 phantom stock units, indicating continued alignment with the company's performance.
• The phantom stock units are valued at $63.26 each, reflecting a specific market value at the time of reporting.

Future Outlook

The filing does not contain forward-looking statements or guidance. It reports a past transaction.

Industry Context

StockSavvy.ai notes that Form 4 filings are standard disclosures for insider transactions, providing transparency into the holdings and activities of company directors and officers. This filing is typical for a financial institution like Zions Bancorporation.

Stakeholder Impact

• Shareholders gain insight into a director's direct beneficial ownership of phantom stock units, which are tied to the company's value.

Key Dates

Keywords

Form 4, SEC Filing, Beneficial Ownership, Zions Bancorporation, Director Transaction, Phantom Stock Units, Equity Securities