Zions director receives deferred stock units
Ryan Daniel Joseph reported acquisition or exercise transactions in this Form 4 filing.
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Form Type
4
Rhea-AI Filing Summary
Ryan Daniel Joseph reported acquisition or exercise transactions in this Form 4 filing.
Zions Bancorporation director Daniel Joseph received a compensation grant of 1,921 deferred compensation units tied to common stock. The units were valued at $62.02 per underlying share on the grant date and are structured as phantom stock, settled in cash upon retirement or death. Following this award, he holds 1,921 such units directly.
Insider Trade Summary
Grant/Award: 1,921 shares
Grant/Award
1 txn
Insider
Ryan Daniel Joseph
Role
Director
| Type | Security | Shares | Price | Value |
|---|---|---|---|---|
| Grant/Award | Deferred Comp | 1,921 | $62.02 | $119K |
Holdings After Transaction:
Deferred Comp — 1,921 contracts (Direct)
Footnotes (1)
- F1. The phantom stock units are settled in cash upon the earlier of death or retirement
Key Figures
Deferred comp units granted: 1,921 units
Reference price per unit: $62.02 per underlying share
Deferred comp units after grant: 1,921 units
+1 more
4 metrics
Deferred comp units granted
1,921 units
Grant of phantom stock units on 2026-06-02
Reference price per unit
$62.02 per underlying share
Value used to calculate deferred comp grant
Deferred comp units after grant
1,921 units
Total deferred compensation units held directly after transaction
Underlying security shares
1,921 shares
Underlying common stock equivalent for phantom units
Key Terms
Deferred Comp, phantom stock units, Form 4, derivative
4 terms
Deferred Comp financial
"security_title: "Deferred Comp""
phantom stock units financial
"The phantom stock units are settled in cash upon the earlier of death or retirement"
Phantom stock units are company promises that pay a cash or stock-equivalent award tied to the firm’s share price or value growth, but they do not issue actual shares. Think of them as a bonus check that moves with the stock like a mirror rather than handing over an ownership slice. Investors care because these awards can affect a company’s future cash obligations, executive incentives and reported expenses without causing share dilution.
Form 4 regulatory
"INSIDER FILING DATA (Form 4)"
Form 4 is a official document that company insiders, such as executives or major shareholders, file with regulators whenever they buy or sell company shares. It provides transparency about how those with inside knowledge are trading, helping investors see if insiders are confident in the company's prospects or may be selling for personal reasons. This information can influence investor decisions by revealing insiders' perspectives on the company's value.
derivative financial
"transaction_type": "derivative""
A derivative is a financial contract whose value depends on the price or performance of another asset or measure — for example a stock, index, interest rate, commodity, or currency. Investors use derivatives like insurance or leveraged bets to hedge risk, speculate, or gain exposure without owning the underlying asset; they can protect portfolios but also amplify losses and introduce counterparty and market risk.
FAQ
AI-generated questions and answers. How Rhea-AI works. Not financial advice.
What did ZION director Daniel Joseph report in this Form 4?
Daniel Joseph reported receiving 1,921 deferred compensation units linked to Zions Bancorporation common stock. These phantom stock units are a cash-settled compensation award, not an open-market stock purchase or sale, and increase his deferred holdings to 1,921 units.
How many ZION deferred compensation units were granted to Daniel Joseph?
He was granted 1,921 deferred compensation units tied to Zions Bancorporation common stock. Each unit tracks one share’s value, providing cash-settled exposure rather than actual share ownership, and brings his total deferred comp units reported in this filing to 1,921.
At what reference price were Daniel Joseph’s ZION deferred units recorded?
The 1,921 deferred compensation units were recorded at a reference value of $62.02 per underlying share. This price reflects the common stock value used for the grant calculation but does not represent an open-market transaction by the director.
Are Daniel Joseph’s ZION deferred compensation units settled in stock or cash?
The phantom stock units are settled in cash, not actual shares of Zions Bancorporation stock. According to the disclosure, settlement occurs upon the earlier of Daniel Joseph’s death or retirement, aligning the award with long-term service and retirement planning.
When will Daniel Joseph receive payment for his ZION phantom stock units?
Payment for the phantom stock units occurs in cash at the earlier of Daniel Joseph’s death or retirement. Until then, the units track the value of Zions Bancorporation common stock, functioning as a long-term, deferred compensation arrangement rather than immediate income.
AI-generated analysis. How Rhea-AI works. Not financial advice.
