Steven Wheelwright
Insider
First SEC filing: June 17, 2016 · Latest: June 17, 2016
Insider at
Insider transactions
0 buys (P)
0 sells (S)
Net: $0
Price change vs current quote, split-adjusted for corporate actions since the filing — not benchmarked, not annualized, not size-weighted
| Date | Ticker | Code | Shares | Price | Value | Owned after | Δ own | A/D | vs now |
|---|---|---|---|---|---|---|---|---|---|
| June 15, 2016 | ZION | M | 5,002 | $27.35 | $136,805 | 15,401 Direct | -24.52% | Disposed | 131.0% (price as of 2026-10-02) |
| June 15, 2016 | ZION | D | 5,002 | $27.35 | $136,805 | 21,896 Direct | -18.60% | Disposed | 131.0% (price as of 2026-10-02) |
| June 15, 2016 | ZION | M | 5,002 | · | · | 26,898 Direct | +22.84% | Acquired | (price as of 2026-10-02) |
| June 13, 2016 | ZION | A | 743 | · | · | 20,361 Direct | +3.79% | Acquired | (price as of 2026-10-02) |
| June 13, 2016 | ZION | A | 743 | · | · | 20,361 Direct | +3.79% | Acquired | (price as of 2026-10-02) |
| March 29, 2016 | ZION | A | 860 | $23.84 | $20,502 | 19,395 Direct | +4.64% | Acquired | 165.0% (price as of 2026-10-02) |
| Dec. 31, 2015 | ZION | A | 760 | $27.30 | $20,748 | 18,535 Direct | +4.28% | Acquired | 131.4% (price as of 2026-10-02) |
| Sept. 30, 2015 | ZION | A | 808 | $27.23 | $22,002 | 17,775 Direct | +4.76% | Acquired | 132.0% (price as of 2026-10-02) |
| June 30, 2015 | ZION | A | 545 | $31.85 | $17,358 | 16,967 Direct | +3.32% | Acquired | 98.3% (price as of 2026-10-02) |
| May 26, 2015 | ZION | A | 2,590 | $28.96 | $75,006 | 2,590 Direct | · | Acquired | 118.1% (price as of 2026-10-02) |
| April 1, 2015 | ZION | A | 747 | $26.95 | $20,132 | 16,421 Direct | +4.77% | Acquired | 134.4% (price as of 2026-10-02) |
| Jan. 6, 2015 | ZION | A | 992 | $26.08 | $25,871 | 15,675 Direct | +6.76% | Acquired | 142.2% (price as of 2026-10-02) |
| Sept. 26, 2014 | ZION | A | 758 | $29.20 | $22,134 | 14,682 Direct | +5.44% | Acquired | 116.3% (price as of 2026-10-02) |
| July 1, 2014 | ZION | A | 775 | $29.85 | $23,134 | 13,925 Direct | +5.89% | Acquired | 111.6% (price as of 2026-10-02) |
| June 2, 2014 | ZION | A | 2,427 | · | · | 19,306 Direct | +14.38% | Acquired | (price as of 2026-10-02) |
| April 1, 2014 | ZION | A | 704 | $31.08 | $21,880 | 13,115 Direct | +5.67% | Acquired | 103.2% (price as of 2026-10-02) |
| Jan. 3, 2014 | ZION | A | 433 | $29.85 | $12,925 | 12,411 Direct | +3.61% | Acquired | 111.6% (price as of 2026-10-02) |
| Sept. 30, 2013 | ZION | A | 371 | $27.47 | $10,191 | 11,962 Direct | +3.20% | Acquired | 130.0% (price as of 2026-10-02) |
| July 1, 2013 | ZION | A | 390 | $29.66 | $11,567 | 11,574 Direct | +3.49% | Acquired | 113.0% (price as of 2026-10-02) |
| May 28, 2013 | ZION | A | 2,492 | · | · | 16,879 Direct | +17.32% | Acquired | (price as of 2026-10-02) |
| March 28, 2013 | ZION | A | 347 | $25.01 | $8,678 | 11,169 Direct | +3.21% | Acquired | 152.6% (price as of 2026-10-02) |
| Dec. 31, 2012 | ZION | A | 416 | $21.21 | $8,823 | 10,817 Direct | +4.00% | Acquired | 197.8% (price as of 2026-10-02) |
| Dec. 27, 2012 | ZION | G | 10,000 | · | · | 0 Indirect | -100.00% | Disposed | (price as of 2026-10-02) |
| Oct. 1, 2012 | ZION | A | 317 | $21.09 | $6,686 | 10,396 Direct | +3.15% | Acquired | 199.5% (price as of 2026-10-02) |
| July 2, 2012 | ZION | A | 488 | $19.35 | $9,443 | 10,074 Direct | +5.09% | Acquired | 226.5% (price as of 2026-10-02) |
| May 29, 2012 | ZION | A | 3,648 | $19.19 | $70,005 | 14,387 Direct | +33.97% | Acquired | 229.2% (price as of 2026-10-02) |
| March 29, 2012 | ZION | A | 443 | $21.32 | $9,445 | 9,581 Direct | +4.85% | Acquired | 196.3% (price as of 2026-10-02) |
| Dec. 21, 2011 | ZION | A | 615 | $15.35 | $9,440 | 9,134 Direct | +7.22% | Acquired | 311.5% (price as of 2026-10-02) |
| Sept. 29, 2011 | ZION | A | 580 | $15.20 | $8,816 | 8,514 Direct | +7.31% | Acquired | 315.6% (price as of 2026-10-02) |
| June 30, 2011 | ZION | A | 399 | $23.98 | $9,568 | 7,929 Direct | +5.30% | Acquired | 163.4% (price as of 2026-10-02) |
| May 31, 2011 | ZION | A | 2,937 | · | · | 10,739 Direct | +37.64% | Acquired | (price as of 2026-10-02) |
| March 30, 2011 | ZION | A | 374 | $23.26 | $8,699 | 7,527 Direct | +5.23% | Acquired | 171.6% (price as of 2026-10-02) |
| Dec. 28, 2010 | ZION | A | 337 | $24.33 | $8,199 | 7,151 Direct | +4.95% | Acquired | 159.6% (price as of 2026-10-02) |
| Oct. 1, 2010 | ZION | A | 433 | $21.50 | $9,310 | 6,811 Direct | +6.79% | Acquired | 193.8% (price as of 2026-10-02) |
| July 1, 2010 | ZION | A | 440 | $21.72 | $9,557 | 6,374 Direct | +7.41% | Acquired | 190.8% (price as of 2026-10-02) |
| June 1, 2010 | ZION | A | 3,024 | · | · | 7,802 Direct | +63.29% | Acquired | (price as of 2026-10-02) |
| April 1, 2010 | ZION | A | 434 | $21.76 | $9,444 | 5,931 Direct | +7.90% | Acquired | 190.3% (price as of 2026-10-02) |
| Dec. 31, 2009 | ZION | A | 676 | $12.85 | $8,687 | 5,495 Direct | +14.03% | Acquired | 391.6% (price as of 2026-10-02) |
| Oct. 1, 2009 | ZION | A | 502 | $17.54 | $8,805 | 4,815 Direct | +11.64% | Acquired | 260.1% (price as of 2026-10-02) |
| June 30, 2009 | ZION | A | 887 | $11.49 | $10,192 | 4,310 Direct | +25.91% | Acquired | 449.8% (price as of 2026-10-02) |
| June 2, 2009 | ZION | A | 4,778 | · | · | 4,778 Direct | · | Acquired | (price as of 2026-10-02) |
| March 27, 2009 | ZION | A | 734 | $10.82 | $7,942 | 3,414 Direct | +27.39% | Acquired | 483.8% (price as of 2026-10-02) |
| Dec. 31, 2008 | ZION | A | 690 | $23.72 | $16,367 | 2,668 Direct | +34.88% | Acquired | 166.3% (price as of 2026-10-02) |
| Sept. 29, 2008 | ZION | A | 362 | $41.05 | $14,860 | 1,957 Direct | +22.70% | Acquired | 53.9% (price as of 2026-10-02) |
| July 22, 2008 | ZION | P | 10,000 | $26.40 | $264,000 | 10,000 Indirect | · | Acquired | 139.3% (price as of 2026-10-02) |
| June 26, 2008 | ZION | A | 509 | $30.94 | $15,748 | 1,568 Direct | +48.06% | Acquired | 104.2% (price as of 2026-10-02) |
| April 25, 2008 | ZION | A | 7,800 | · | · | 23,800 Direct | +48.75% | Acquired | (price as of 2026-10-02) |
| April 1, 2008 | ZION | A | 299 | $47.73 | $14,271 | 1,048 Direct | +39.92% | Acquired | 32.3% (price as of 2026-10-02) |
| Dec. 28, 2007 | ZION | A | 280 | $46.36 | $12,981 | 740 Direct | +60.87% | Acquired | 36.3% (price as of 2026-10-02) |
| Oct. 1, 2007 | ZION | A | 165 | $69.85 | $11,525 | 459 Direct | +56.12% | Acquired | -9.6% (price as of 2026-10-02) |
| June 28, 2007 | ZION | A | 154 | $78.01 | $12,014 | 293 Direct | +110.79% | Acquired | -19.0% (price as of 2026-10-02) |
| May 7, 2007 | ZION | A | 4,000 | · | · | 16,000 Direct | +33.33% | Acquired | (price as of 2026-10-02) |
| April 2, 2007 | ZION | A | 138 | $83.19 | $11,480 | 138 Direct | · | Acquired | -24.1% (price as of 2026-10-02) |
| Aug. 28, 2006 | QMCO | A | 7,125 | · | · | 222,846 Direct | +3.30% | Acquired | (price as of 2026-10-02) |
| Aug. 28, 2006 | QMCO | A | 35,000 | · | · | 215,721 Direct | +19.37% | Acquired | (price as of 2026-10-02) |
| May 2, 2006 | ZION | A | 4,000 | · | · | 12,000 Direct | +50.00% | Acquired | (price as of 2026-10-02) |
| Sept. 27, 2005 | QMCO | A | 18,750 | · | · | 158,894 Direct | +13.38% | Acquired | (price as of 2026-10-02) |
| Sept. 13, 2005 | QMCO | A | 7,553 | $0.01 | $76 | 10,616 Direct | +246.59% | Acquired | 2056.3% (price as of 2026-10-02) |
| May 9, 2005 | ZION | A | 4,000 | · | · | 8,000 Direct | +100.00% | Acquired | (price as of 2026-10-02) |
| Sept. 29, 2004 | QMCO | A | 18,750 | · | · | 18,750 Direct | · | Acquired | (price as of 2026-10-02) |
| March 18, 2004 | QMCO | M | 3,063 | $0.01 | $31 | 0 Direct | -100.00% | Disposed | 2056.3% (price as of 2026-10-02) |
| March 18, 2004 | QMCO | M | 3,063 | $0.01 | $31 | 3,063 Direct | · | Acquired | 2056.3% (price as of 2026-10-02) |
| Feb. 25, 2004 | QMCO | A | 3,063 | $0.01 | $31 | 3,063 Direct | · | Acquired | 2056.3% (price as of 2026-10-02) |
P = Open-market purchase · S = Sale · A = Grant/award · M = Option exercise · G = Gift · F = Tax withholding
Insider transactions are not a recommendation; sales are often driven by liquidity or tax reasons.
Derivative holdings (Form 4 Table II) Options, RSUs and convertible securities reported on Form 4 Table II.
| Date | Ticker | Security | Underlying | Exercise price | Expiration | Shares | A/D |
|---|---|---|---|---|---|---|---|
| June 15, 2016 | ZION | Deferred Comp | Common Stock | · | · | 5,002 | Disposed |
| June 13, 2016 | ZION | Deferred Comp | Common Stock | · | · | 743 | Acquired |
| June 13, 2016 | ZION | Deferred Comp | Common Stock | · | · | 743 | Acquired |
| March 29, 2016 | ZION | Deferred Comp | Common Stock | · | · | 860 | Acquired |
| Dec. 31, 2015 | ZION | Deferred Comp | Common Stock | · | · | 760 | Acquired |
| Sept. 30, 2015 | ZION | Deferred Comp | Common Stock | · | · | 808 | Acquired |
| June 30, 2015 | ZION | Deferred Comp | Common Stock | · | · | 545 | Acquired |
| May 26, 2015 | ZION | Deferred Comp | Common Stock | $0.00 | · | 2,590 | Acquired |
| April 1, 2015 | ZION | Deferred Comp | Common Stock | · | · | 747 | Acquired |
| Jan. 6, 2015 | ZION | Deferred Comp | Common Stock | · | · | 992 | Acquired |
| Sept. 26, 2014 | ZION | Deferred Comp | Common Stock | · | · | 758 | Acquired |
| July 1, 2014 | ZION | Deferred Comp | Common Stock | · | · | 775 | Acquired |
| April 1, 2014 | ZION | Deferred Comp | Common Stock | · | · | 704 | Acquired |
| Jan. 3, 2014 | ZION | Deferred Comp | Common Stock | · | · | 433 | Acquired |
| Sept. 30, 2013 | ZION | Deferred Comp | Common Stock | · | · | 371 | Acquired |
| July 1, 2013 | ZION | Deferred Comp | Common Stock | · | · | 390 | Acquired |
| March 28, 2013 | ZION | Deferred Comp | Common Stock | · | · | 347 | Acquired |
| Dec. 31, 2012 | ZION | Deferred Comp | Common Stock | · | · | 416 | Acquired |
| Oct. 1, 2012 | ZION | Deferred Comp | Common Stock | · | · | 317 | Acquired |
| July 2, 2012 | ZION | Deferred Comp | Common Stock | · | · | 488 | Acquired |
| March 29, 2012 | ZION | Deferred Comp | Common Stock | · | · | 443 | Acquired |
| Dec. 21, 2011 | ZION | Deferred Comp | Common Stock | · | · | 615 | Acquired |
| Sept. 29, 2011 | ZION | Deferred Comp | Common Stock | · | · | 580 | Acquired |
| June 30, 2011 | ZION | Deferred Comp | Common Stock | · | · | 399 | Acquired |
| March 30, 2011 | ZION | Deferred Comp | Common Stock | · | · | 374 | Acquired |
| Dec. 28, 2010 | ZION | Deferred Comp | Common Stock | · | · | 337 | Acquired |
| Oct. 1, 2010 | ZION | Deferred Comp | Common Stock | · | · | 433 | Acquired |
| July 1, 2010 | ZION | Deferred Comp | Common Stock | · | · | 440 | Acquired |
| April 1, 2010 | ZION | Deferred Comp | Common Stock | · | · | 434 | Acquired |
| Dec. 31, 2009 | ZION | Deferred Comp | Common Stock | · | · | 676 | Acquired |
| Oct. 1, 2009 | ZION | Deferred Comp | Common Stock | · | · | 502 | Acquired |
| June 30, 2009 | ZION | Deferred Comp | Common Stock | · | · | 887 | Acquired |
| March 27, 2009 | ZION | Deferred Comp | Common Stock | · | · | 734 | Acquired |
| Dec. 31, 2008 | ZION | Deferred Comp | Common Stock | · | · | 690 | Acquired |
| Sept. 29, 2008 | ZION | Deferred Comp | Common Stock | · | · | 362 | Acquired |
| June 26, 2008 | ZION | Deferred Comp | Common Stock | · | · | 509 | Acquired |
| April 25, 2008 | ZION | Stock Option (right to buy) | Common Stock | $47.10 | April 24, 2018 | 7,800 | Acquired |
| April 1, 2008 | ZION | Deferred Comp | Common Stock | · | · | 299 | Acquired |
| Dec. 28, 2007 | ZION | Deferred Comp | Common Stock | · | · | 280 | Acquired |
| Oct. 1, 2007 | ZION | Deferred Comp | Common Stock | · | · | 165 | Acquired |
| June 28, 2007 | ZION | Deferred Comp | Common Stock | · | · | 154 | Acquired |
| May 7, 2007 | ZION | Stock Option (right to buy) | Common Stock | $83.38 | May 6, 2017 | 4,000 | Acquired |
| April 2, 2007 | ZION | Deferred Comp | Common Stock | · | · | 138 | Acquired |
| Aug. 28, 2006 | QMCO | Restricted Stock Units | DSS Common Stock | · | · | 7,125 | Acquired |
| Aug. 28, 2006 | QMCO | Non-Qualified Stock Option [F1] | DSS Common Stock | $2.00 | Aug. 28, 2013 | 35,000 | Acquired |
| May 2, 2006 | ZION | Stock Option (right to buy) | Common Stock | $80.65 | May 1, 2016 | 4,000 | Acquired |
| Sept. 27, 2005 | QMCO | Non Qualified Stock Option (Right to Buy) | Common Stock [F2] | $2.89 | Sept. 1, 2012 | 18,750 | Acquired |
| May 9, 2005 | ZION | Stock Option (right / to buy) | Common Stock | $71.25 | May 8, 2015 | 4,000 | Acquired |
| Sept. 29, 2004 | QMCO | Non Qualified Stock Option (right to buy) | Common Stock [F2] | $2.33 | Sept. 2, 2012 | 18,750 | Acquired |
| March 18, 2004 | QMCO | Restricted Stock Purchase Option (Right to Buy) | DSS Common Stock | $0.01 | Feb. 28, 2005 | 3,063 | Disposed |
| Feb. 25, 2004 | QMCO | Restricted Stock Purchase Option (right to buy) | DSS Common Stock | $0.01 | Feb. 28, 2005 | 3,063 | Acquired |
Exercise/conversion price is blank when not applicable (e.g. RSUs).
Initial ownership (Form 3) 12 holdings
Securities held when first becoming an insider, per SEC Form 3.
| Date | Ticker | Security | Shares | Ownership |
|---|---|---|---|---|
| May 4, 2004 | ZION | Stock Option (right to buy) | 4,000 | Direct |
| Feb. 17, 2004 | QMCO | Option #D6930 | 15,000 | Direct |
| Feb. 17, 2004 | QMCO | Option #H6930 | 6,827 | Direct |
| Feb. 17, 2004 | QMCO | Option #DA8358 | 15,000 | Direct |
| Feb. 17, 2004 | QMCO | Option #HA8358 | 6,827 | Direct |
| Feb. 17, 2004 | QMCO | Option #D10123 | 12,500 | Direct |
| Feb. 17, 2004 | QMCO | Option #H10123 | 5,689 | Direct |
| Feb. 17, 2004 | QMCO | Option #D12063 | 12,500 | Direct |
| Feb. 17, 2004 | QMCO | Option #H12063 | 5,689 | Direct |
| Feb. 17, 2004 | QMCO | Option #D15821 | 12,500 | Direct |
| Feb. 17, 2004 | QMCO | Option #H15821 | 5,689 | Direct |
| Feb. 17, 2004 | QMCO | Option #D35415 | 45,000 | Direct |