Zions Bancorporation GC reports stock, options

Q: What does the Form 3 filing disclose for ZION’s General Counsel?

The Form 3 discloses that General Counsel Samuel R. Torgesen holds Zions Bancorporation common stock directly and through a 401(k) plan, and has multiple stock options granted under the company’s 2015 Omnibus Incentive Plan that vest over three years.

Q: How many ZION shares does Samuel R. Torgesen hold directly and indirectly?

Samuel R. Torgesen holds 2,139 shares of Zions Bancorporation common stock directly and 6,066.592 shares indirectly through a 401(k) plan, as reported in the Form 3.

Q: What stock options are reported for the ZION General Counsel?

The filing lists four blocks of stock options on Zions Bancorporation common stock, each granted under the 2015 Omnibus Incentive Plan, with exercise prices of $45.65, $48.65, $52.90, and $73.22 per share, expiring between February 9, 2027 and February 12, 2030.

Q: How many underlying ZION shares are covered by Samuel R. Torgesen’s options?

The reported stock options cover 361 underlying common shares at $52.90, 490 shares at $48.65, 257 shares at $73.22, and 459 shares at $45.65, as disclosed in the derivative holdings section.

Q: Does the Form 3 indicate any recent buy or sell transactions in ZION stock?

No. The Form 3 serves as an initial statement of beneficial ownership and lists existing holdings and stock options for Samuel R. Torgesen; it does not report any purchases or sales of Zions Bancorporation stock.

General Counsel Samuel R. Torgesen reports existing ZION common stock and multiple employee stock options, with no new purchases or sales.

Available on EDGAR 09/21/2026 - 04:35 PM EDT Accepted by SEC EDGAR 09/21/2026 - 04:35 PM EDT

Filing Impact

(Moderate)

Filing Sentiment

(Neutral)How Sentiment works

Sentiment and the balance of points

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Form Type

Rhea-AI Filing Summary

Zions Bancorporation, National Association (ZION) reported the initial equity holdings of its General Counsel, Samuel R. Torgesen, in a Form 3. He holds 2,139 shares of common stock directly and 6,066.592 shares through a 401(k) plan, plus several employee stock options granted under the 2015 Omnibus Incentive Plan that vest 33% per year over three years.

Insider Trade Summary

Holdings reported, no transactions

Holdings

Insider Torgesen Samuel R

Role General Counsel

Type	Security	Shares	Price	Value
Holding	Stock Option (right to buy) ^F1	--	--	--
Holding	Stock Option (right to buy) ^F1	--	--	--
Holding	Stock Option (right to buy) ^F1	--	--	--
Holding	Stock Option (right to buy) ^F1	--	--	--
Holding	Common Stock	--	--	--
Holding	Common Stock	--	--	--

Holdings: Stock Option (right to buy) — 1,567 options (Direct); Common Stock — 6,066.592 shares (Indirect, By 401(k) Plan); Common Stock — 2,139 shares (Direct)

Footnotes (1)

F1. Options granted under the Zions Bancorporation 2015 Omnibus Incentive Plan. Options vest 33% per year for 3 years.

Key Figures

Direct common stock holdings: 2,139 shares Common stock held via 401(k) plan: 6,066.592 shares Stock option exercise price: $52.90 per share +4 more

7 metrics

Direct common stock holdings 2,139 shares Common stock held directly by General Counsel Samuel R. Torgesen

Common stock held via 401(k) plan 6,066.592 shares Indirect ownership through a 401(k) plan

Stock option exercise price $52.90 per share Option on 361 underlying common shares expiring February 12, 2030

Stock option exercise price $48.65 per share Option on 490 underlying common shares expiring February 7, 2028

Stock option exercise price $73.22 per share Option on 257 underlying common shares expiring February 10, 2029

Stock option exercise price $45.65 per share Option on 459 underlying common shares expiring February 9, 2027

Option vesting schedule 33% per year for 3 years Options granted under the Zions Bancorporation 2015 Omnibus Incentive Plan

Key Terms

Stock Option (right to buy), Zions Bancorporation 2015 Omnibus Incentive Plan, 401(k) Plan

3 terms

Stock Option (right to buy) financial

"security title shows Stock Option (right to buy) with underlying common stock"

Zions Bancorporation 2015 Omnibus Incentive Plan financial

"Options granted under the Zions Bancorporation 2015 Omnibus Incentive Plan."

401(k) Plan financial

"Common Stock held indirectly with nature of ownership shown as By 401(k) Plan"

A 401(k) plan is a workplace retirement account that lets employees set aside part of their pay into a tax-advantaged savings pot, often with employers adding matching contributions — like a workplace piggy bank for future income. It matters to investors because the amount people save and how employers fund these plans influence consumer spending, corporate payroll costs and the flow of money into financial markets, which can affect stock prices and company valuations.

FAQ

AI-generated questions and answers. How Rhea-AI works. Not financial advice.

What does the Form 3 filing disclose for ZION’s General Counsel?

The Form 3 discloses that General Counsel Samuel R. Torgesen holds Zions Bancorporation common stock directly and through a 401(k) plan, and has multiple stock options granted under the company’s 2015 Omnibus Incentive Plan that vest over three years.

How many ZION shares does Samuel R. Torgesen hold directly and indirectly?

Samuel R. Torgesen holds 2,139 shares of Zions Bancorporation common stock directly and 6,066.592 shares indirectly through a 401(k) plan, as reported in the Form 3.

What stock options are reported for the ZION General Counsel?

The filing lists four blocks of stock options on Zions Bancorporation common stock, each granted under the 2015 Omnibus Incentive Plan, with exercise prices of $45.65, $48.65, $52.90, and $73.22 per share, expiring between February 9, 2027 and February 12, 2030.

How many underlying ZION shares are covered by Samuel R. Torgesen’s options?

The reported stock options cover 361 underlying common shares at $52.90, 490 shares at $48.65, 257 shares at $73.22, and 459 shares at $45.65, as disclosed in the derivative holdings section.

Are the ZION stock options for the General Counsel time-vested?

Yes. The footnote states the options were granted under the Zions Bancorporation 2015 Omnibus Incentive Plan and that they vest 33% per year for 3 years, indicating time-based vesting.

Does the Form 3 indicate any recent buy or sell transactions in ZION stock?

No. The Form 3 serves as an initial statement of beneficial ownership and lists existing holdings and stock options for Samuel R. Torgesen; it does not report any purchases or sales of Zions Bancorporation stock.

AI-generated analysis. How Rhea-AI works. Not financial advice.

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SEC Form 3

FORM 3

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

INITIAL STATEMENT OF BENEFICIAL OWNERSHIP OF SECURITIES

Filed pursuant to Section 16(a) of the Securities Exchange Act of 1934
or Section 30(h) of the Investment Company Act of 1940

OMB APPROVAL

OMB Number:			3235-0104
Estimated average burden
hours per response:			0.5

1. Name and Address of Reporting Person^*

Torgesen Samuel R

(Last)

(First)

(Middle)

1 SOUTH MAIN STREET, 11TH FL

(Street)

SALT LAKE CITY

UTAH

84133

(City)

(State)

(Zip)

UNITED STATES

(Country)

2. Date of Event Requiring Statement (Month/Day/Year)
09/21/2026

3. Issuer Name and Ticker or Trading Symbol
ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ [ ZION ]

3a. Foreign Trading Symbol

5. If Amendment, Date of Original Filed (Month/Day/Year)

4. Relationship of Reporting Person(s) to Issuer
(Check all applicable)

	Director	10% Owner
X	Officer (give title below)	Other (specify below)
	General Counsel

6. Individual or Joint/Group Filing (Check Applicable Line)

X	Form filed by One Reporting Person
	Form filed by More than One Reporting Person

Table I - Non-Derivative Securities Beneficially Owned
1. Title of Security (Instr. 4)	2. Amount of Securities Beneficially Owned (Instr. 4)	3. Ownership Form: Direct (D) or Indirect (I) (Instr. 5)	4. Nature of Indirect Beneficial Ownership (Instr. 5)
Common Stock	6,066.592	I	By 401(k) Plan
Common Stock	2,139	D

Table II - Derivative Securities Beneficially Owned (e.g., puts, calls, warrants, options, convertible securities)
1. Title of Derivative Security (Instr. 4)	2. Date Exercisable and Expiration Date (Month/Day/Year)		3. Title and Amount of Securities Underlying Derivative Security (Instr. 4)		4. Conversion or Exercise Price of Derivative Security	5. Ownership Form: Direct (D) or Indirect (I) (Instr. 5)	6. Nature of Indirect Beneficial Ownership (Instr. 5)
1. Title of Derivative Security (Instr. 4)	Date Exercisable	Expiration Date	Title	Amount or Number of Shares	4. Conversion or Exercise Price of Derivative Security	5. Ownership Form: Direct (D) or Indirect (I) (Instr. 5)	6. Nature of Indirect Beneficial Ownership (Instr. 5)
Stock Option (right to buy)	⁽¹⁾	02/12/2030	Common Stock	361	$52.9	D
Stock Option (right to buy)	⁽¹⁾	02/07/2028	Common Stock	490	$48.65	D
Stock Option (right to buy)	⁽¹⁾	02/10/2029	Common Stock	257	$73.22	D
Stock Option (right to buy)	⁽¹⁾	02/09/2027	Common Stock	459	$45.65	D

Explanation of Responses:

1. Options granted under the Zions Bancorporation 2015 Omnibus Incentive Plan. Options vest 33% per year for 3 years.

Remarks:

	Samuel Torgesen	09/21/2026
	** Signature of Reporting Person	Date
Reminder: Report on a separate line for each class of securities beneficially owned directly or indirectly.
* If the form is filed by more than one reporting person, see Instruction 5 (b)(v).
** Intentional misstatements or omissions of facts constitute Federal Criminal Violations See 18 U.S.C. 1001 and 15 U.S.C. 78ff(a).
Note: File three copies of this Form, one of which must be manually signed. If space is insufficient, see Instruction 6 for procedure.
Persons who respond to the collection of information contained in this form are not required to respond unless the form displays a currently valid OMB Number.
* Form 3: SEC 1473 (03-26)

Source: View Original Filing on SEC EDGAR