Welcome to our dedicated page for Zions Bancorpora SEC filings (Ticker: ZIONP), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
The Zions Bancorporation, N.A. Depositary Shares (NASDAQ: ZIONP) are backed by the bank’s Series A floating-rate non-cumulative perpetual preferred stock, with each ZIONP share representing a 1/40th interest in an underlying preferred share. This SEC filings page aggregates regulatory documents filed by Zions Bancorporation, N.A., the issuer behind ZIONP, giving investors a way to review the bank’s disclosed financial condition and corporate actions that may be relevant to holders of the Series A preferred securities.
Zions Bancorporation, N.A. submits periodic and current reports to the U.S. Securities and Exchange Commission, including Forms 10-K and 10-Q for annual and quarterly reporting, and Forms 8-K for material events. For example, the bank has filed a Form 8-K to announce quarterly financial results and to furnish related presentation materials. These filings provide context on the bank’s operations, capital structure, and earnings, which are important considerations when evaluating a preferred equity instrument such as ZIONP.
On this page, users can access SEC documents that cover the issuer’s financial statements, risk disclosures, and other regulatory information. Filings related to capital and equity, including descriptions of preferred stock, can help clarify the terms and position of the Series A preferred within the bank’s overall capital framework. In addition, Forms 4 and other ownership-related filings, when available, offer insight into insider transactions at the issuer level.
Stock Titan enhances these filings with AI-powered summaries that explain key sections in plain language, highlight important changes from prior periods, and draw attention to items that may matter for preferred shareholders. Real-time updates from EDGAR help ensure that new Zions Bancorporation, N.A. filings are reflected promptly, allowing users to review 10-Ks, 10-Qs, 8-Ks, and other documents as they become available.
Lee Vivian S reported acquisition or exercise transactions in this Form 4 filing.
Zions Bancorporation director Vivian S. Lee reported an award of cash-settled deferred compensation units linked to common stock. On the reported date, Lee received 517.616 deferred compensation units at a reference value of $55.54 per unit, tied to Zions common stock performance.
Following this grant, Lee holds a total of 27,074.716 deferred compensation units. According to the disclosure, these phantom stock units are settled in cash upon the earlier of death or retirement, meaning they do not represent current share ownership or voting rights but a cash obligation based on future share value.
Huang Claire A reported acquisition or exercise transactions in this Form 4 filing.
Zions Bancorporation director Claire A. Huang received a grant of deferred compensation units. She was awarded 549.123 phantom stock units referenced to Zions common stock at $55.54 per unit, increasing her deferred comp balance to 32,647.432 units. These phantom stock units are settled in cash upon the earlier of death or retirement.
Zions Bancorporation director Aaron Skonnard received a grant of deferred compensation on phantom stock units tied to the company’s common stock. The award covers 540.121 units, each with a reference value of $55.54, and is classified as a grant or award acquisition.
Following this transaction, Skonnard holds a total of 37,394.911 deferred compensation units. According to the terms, these phantom stock units are settled in cash based on the value of Zions’ common stock and are payable upon the earlier of the director’s death or retirement.
Zions Bancorporation director Stephen D. Quinn received a new deferred compensation award tied to company stock. On the reported date, he acquired 873.196 units of Deferred Comp, each linked to one share of common stock at a reference value of $55.54 per unit.
These are phantom stock units that are settled in cash, not actual shares, and will be paid upon the earlier of his death or retirement. Following this grant, Quinn’s total Deferred Comp balance tied to common stock increased to 126,173.796 units, reflecting a routine, compensation-related award rather than an open-market stock purchase or sale.
Zions Bancorporation Chairman and CEO Harris H. Simmons reported a compensation-related grant of deferred compensation units. He acquired 1,278.3688 units of deferred comp, each economically equivalent to one share of common stock, bringing his total deferred comp balance to 26,622.097 units.
These units are scheduled to be paid out in cash or stock at a future date or age elected at the time of deferral, or upon termination of employment. This is a routine award rather than an open-market stock purchase or sale.
Zions Bancorporation, N.A. has issued its 2026 proxy statement and called the Annual Meeting for May 1, 2026 in Salt Lake City, with a live webcast available. Shareholders of record on March 2, 2026 will vote on electing 11 directors, ratifying Ernst & Young as auditor, approving 2025 executive pay on an advisory basis, and a shareholder proposal requesting a report on risks from any misalignment between company policies and its customer base, which the Board recommends voting against.
The Board highlights strong governance practices, including 82% independent directors, an independent lead director, annual elections, proxy access, and robust risk and sustainability oversight. The Compensation Committee reports 2025 results with net earnings to common shareholders up 21%, diluted EPS rising to $6.01, total net revenue up 8%, and adjusted pre-provision net revenue up 12%, and ties most named executive officer pay to performance-based incentives with clawbacks and stock ownership requirements.
Zions Bancorporation Executive Vice President and Division CEO Steven Dan Stephens reported a tax-related share disposition. On March 6, 2026, 95 shares of common stock were withheld at $55.74 per share to satisfy tax obligations. Following this tax-withholding disposition, he directly owns 48,105 shares of Zions common stock.
Zions Bancorporation Executive Vice President Steven Dan Stephens reported a small tax-related share disposition. On this Form 4, 84 shares of common stock were withheld at $61.65 per share to cover tax obligations, rather than sold on the open market. After this transaction, he directly owns 48,200 common shares.
Zions Bancorporation, N.A. files its annual report describing a regional bank with 2025 net revenue of $3.4 billion, total assets of about $89 billion, and operations across 11 Western states.
The bank serves over one million customers through 407 branches and 9,195 full-time equivalent employees, organized into seven locally branded affiliate banks plus an enterprise segment. Regulatory capital is well above Basel III and prompt corrective action “well‑capitalized” thresholds, with a CET1 ratio of 11.5% and Tier 1 leverage ratio of 9.0% at December 31, 2025.
The report emphasizes strong liquidity, noting available sources exceed uninsured deposits, and details extensive supervision by the OCC, FDIC, CFPB, and other regulators. It devotes significant discussion to risks including credit (particularly CRE, oil and gas, and geographic concentration), interest rate and market volatility, liquidity pressures, technology and AI adoption, cybersecurity threats, evolving regulation and capital rules, climate and catastrophe exposure, and legal, compliance, and reputational challenges.
Zions Bancorporation senior vice president and controller Jason D. Arbuckle reported two transactions in the company’s common stock. On February 20, 2026, he completed an open-market sale of 190 shares at $61.77 per share and made a bona fide gift of 214 shares. After these transactions, he directly owned 5,042.9 shares of common stock.