Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| BOK FINANCIAL CORPBOKF · Entity 3635 | Director | April 13, 2023 | April 14, 2023 |
| Mid-Con Energy Partners, LPMCEP · Entity 143565 | Director | January 31, 2019 | February 01, 2019 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
BOK FINANCIAL CORP
Report date April 13, 2023 · Filed April 14, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 2,175 |
Reported balance
After 2023-04-13 transaction · row 1
1 source rowRow 1 · 2023-04-13 · Grant · Acquired 75 · Balance 2,175 |
| Common StockSEC Table I · non-derivative | IndirectC. Fred Ball, Jr. IRA | 2,500 |
Reported balance
Holding disclosure · report date 2023-04-13 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 2,500 |
Mid-Con Energy Partners, LP
Report date January 31, 2019 · Filed February 01, 2019
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common units representing limited partner interestsSEC Table I · non-derivative | Direct | 105,310 |
Reported balance
After 2019-01-31 transaction · row 1
1 source rowRow 1 · 2019-01-31 · Grant · Acquired 10,000 · Balance 105,310 F1: Common units awarded to Mr. Ball pursuant to the Mid-Con Energy Partners, LP Long-Term Incentive Program. |
| Common units representing limited partner interestsSEC Table I · non-derivative | IndirectCharles F Ball, Jr. - IRA | 4,000 |
Reported balance
Holding disclosure · report date 2019-01-31 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 4,000 F2: The Reporting Person is the beneficiary of this account. |
| Common units representing limited partner interestsSEC Table I · non-derivative | IndirectCharlotte I. Ball - IRA | 2,000 |
Reported balance
Holding disclosure · report date 2019-01-31 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 2,000 F3: The Reporting Person's Spouse is the beneficiary of this account. The Reporting Person otherwise disclaims beneficial ownership of the reported securities except to the extent of his pecuniary interest therein. |
Filing footnotes · ownership attribution and instrument terms
F1: Common units awarded to Mr. Ball pursuant to the Mid-Con Energy Partners, LP Long-Term Incentive Program.
F2: The Reporting Person is the beneficiary of this account.
F3: The Reporting Person's Spouse is the beneficiary of this account. The Reporting Person otherwise disclaims beneficial ownership of the reported securities except to the extent of his pecuniary interest therein.
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| September 22, 2016 Filed Sep 23, 2016 20:44 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | SaleCommon Stock | 1,226 | $67.24 | $82,436.24 |
DisclosureSEC source: 0001248915-16-000237 · primary_doc.xml · nonDerivative · entry 1 BALL C FRED JR · CIK 0001248915 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,079 Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.