| Insider | Role | Shares | Value | Buys | Sells |
|---|---|---|---|---|---|
| Date | Ticker | Insider | Role | Type | Shares | Price | Value | Chg% | SEC |
|---|---|---|---|---|---|---|---|---|---|
| Insider | Role | Shares | Value | Buys | Sells |
|---|---|---|---|---|---|
| Date | Ticker | Insider | Role | Type | Shares | Price | Value | Chg% | SEC |
|---|---|---|---|---|---|---|---|---|---|
Executive VP & Division CEO | Executive VP & CEO of Division | Executive VP & President of Subsidiary
1 company
Alan M Forney last filed a Form 4 in May 2024, as Executive VP & Division CEO at ZION. Alan M Forney's net worth is not public. Form 4 filings only show shares in the companies where this person was an insider, as of the last filing.
Historically, Alan M Forney's trades have earned a middling insider score of 59/100 across 6 rated trades. Over a 12-month horizon, 50.0% of those trades were profitable, with an average 12-month return of +4.6%.
At the last filing, the largest reported position was 22,181 shares of ZION. The ZION filings lean toward selling, a net 16,087 shares.
Alan M Forney has 29 Form 4 filings on record from February 2020 to May 2024, all as Executive VP & Division CEO at Zions Bancorporation, National Association (ZION), 2020–2024.
The 50 reported transactions were 24 tax withholdings, 13 open-market sales, 6 option exercises and 4 stock awards, plus smaller numbers of other types.
Counted by filing, the open-market trades come to no purchases and 7 sales worth about $918K.
The largest open-market sale was 4,307 shares of ZION at an average $53.02 on January 31, 2023, about $228K. Twelve months later ZION was down 21%.
Neither of the two sales since April 2023 was marked as made under a Rule 10b5-1 trading plan.
Shares as reported in the last Form 4 for each company; the most recent is from May 2024. Values use today's prices. Any trades after the last filing were not reported, so current holdings may differ.
| Date | Ticker | Role | Type | Shares | Price | Value | Chg% | 3M | 12M | SEC |
|---|---|---|---|---|---|---|---|---|---|---|
| May 3, 2024 | ZION Zions Bancorporation, National Association /ut/ | Executive VP & Division CEO | Sell | 1,500 | $43.68 | $65,520.00 | -6.3% | +11.5% | +6.9% | |
| Dec 19, 2023 | ZION Zions Bancorporation, National Association /ut/ | Executive VP & Division CEO | Sell | 82 | $38.32 | $3,142.24 | -0.4% | -9.6% | +20.9% | |
| Jan 31, 2023 | ZION Zions Bancorporation, National Association /ut/ | Executive VP & Division CEO | Sale+OE | 4,307 | $53.02 | $228,366.36 | -19.3% | -49.5% | -21.2% | |
| Feb 10, 2022 | ZION Zions Bancorporation, National Association /ut/ | Executive VP & Division CEO | Sale+OE | 2,047 | $74.60 | $152,712.98 | -11.2% | -27.5% | -27.2% | |
| Feb 4, 2022 | ZION Zions Bancorporation, National Association /ut/ | Executive VP & Division CEO | Sale+OE | 3,029 | $70.63 | $213,944.73 | -15.7% | -18.9% | -21.4% | |
| Apr 23, 2021 | ZION Zions Bancorporation, National Association /ut/ | Executive VP & Division CEO | Sale+OE | 2,093 | $54.54 | $114,152.22 | -10.7% | -6.7% | +14.6% | |
| Feb 2, 2021 | ZION Zions Bancorporation, National Association /ut/ | Executive VP & CEO of Division | Sale+OE | 3,029 | $46.36 | $140,424.46 | -16.7% | - | - |