Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| ONEOK INC /NEW/OKE · Entity 3002 | Senior VP General Counsel and | February 22, 2023 | February 24, 2023 |
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.
ONEOK INC /NEW/
Report date February 22, 2023 · Filed February 24, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| PSU 2023SEC Table II · derivative / convertible security | Direct | 13,257 |
Reported balance
After 2023-02-22 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2023-02-22 · Grant · Acquired 13,257 · Balance 13,257 F1: Performance units awarded under Issuer's Equity Incentive Plan. The award will vest on February 22, 2026, for a percentage (0% to 200%) of performance units awarded based upon the Issuer's total shareholder return compared to total shareholder return of a selected peer group, subject to the certification by Executive Compensation Committee of the applicable performance requirements. During the 3-year vesting period, the award will be credited with dividend equivalents that will be paid out in shares of common stock at the time the underlying units vest and shares are issued. The award and credited dividend equivalents will be payable one share of the Issuer's common stock for each vested performance unit, including additional performance units resulting from dividend equivalents. |
| RSU 2023SEC Table II · derivative / convertible security | Direct | 3,314 |
Reported balance
After 2023-02-22 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2023-02-22 · Grant · Acquired 3,314 · Balance 3,314 F2: Restricted units awarded under Issuer's Equity Incentive Plan. The award vests on February 22, 2026. During the 3-year vesting period, the award will be credited with dividend equivalents that will be paid out in shares of common stock at the time the underlying units vest and are issued. The award and credited dividend equivalents will be payable one share of the Issuer's common stock for each vested restricted unit, including additional restricted units resulting from dividend equivalents. |
Filing footnotes · ownership attribution and instrument terms
F1: Performance units awarded under Issuer's Equity Incentive Plan. The award will vest on February 22, 2026, for a percentage (0% to 200%) of performance units awarded based upon the Issuer's total shareholder return compared to total shareholder return of a selected peer group, subject to the certification by Executive Compensation Committee of the applicable performance requirements. During the 3-year vesting period, the award will be credited with dividend equivalents that will be paid out in shares of common stock at the time the underlying units vest and shares are issued. The award and credited dividend equivalents will be payable one share of the Issuer's common stock for each vested performance unit, including additional performance units resulting from dividend equivalents.
F2: Restricted units awarded under Issuer's Equity Incentive Plan. The award vests on February 22, 2026. During the 3-year vesting period, the award will be credited with dividend equivalents that will be paid out in shares of common stock at the time the underlying units vest and are issued. The award and credited dividend equivalents will be payable one share of the Issuer's common stock for each vested restricted unit, including additional restricted units resulting from dividend equivalents.
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 |
|---|---|---|---|---|---|---|
| February 21, 2018 Filed Feb 23, 2018 21:49 UTC | ONEOK INC /NEW/ OKE · Entity 3002 | GrantRSU 2018 · Derivative | 2,675 | $56.10 | $150,067.50 |
DisclosureSEC source: 0001713127-18-000004 · edgardoc.xml · derivative · entry 2 ALLEN STEPHEN BRENT · CIK 0001713127 · Sr.VP, Gen.Counsel & Asst.Sec. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,675 Underlying: Common Stock, par value $.0.01 · 2,675 shares Expires not disclosed F2 · derivative.exercise_price: Restricted units awarded under the Issuer's Equity Compensation Plan. The award vests on February 21, 2021. During the 3-year vesting period, the award will be credited with dividend equivalents that will be paid out in shares of common stock at the time the underlying units vest and are issued. The award and credited dividend equivalents will be payable one share of the Issuer's common stock for each vested restricted unit, including additional restricted units resulting from dividend equivalents. F2 · derivative.exercise_date: Restricted units awarded under the Issuer's Equity Compensation Plan. The award vests on February 21, 2021. During the 3-year vesting period, the award will be credited with dividend equivalents that will be paid out in shares of common stock at the time the underlying units vest and are issued. The award and credited dividend equivalents will be payable one share of the Issuer's common stock for each vested restricted unit, including additional restricted units resulting from dividend equivalents. F2 · derivative.expiration_date: Restricted units awarded under the Issuer's Equity Compensation Plan. The award vests on February 21, 2021. During the 3-year vesting period, the award will be credited with dividend equivalents that will be paid out in shares of common stock at the time the underlying units vest and are issued. The award and credited dividend equivalents will be payable one share of the Issuer's common stock for each vested restricted unit, including additional restricted units resulting from dividend equivalents. Read SEC document |
| February 21, 2018 Filed Feb 23, 2018 21:49 UTC | ONEOK INC /NEW/ OKE · Entity 3002 | GrantPSU 2018 · Derivative | 10,700 | $56.10 | $600,270.00 |
DisclosureSEC source: 0001713127-18-000004 · edgardoc.xml · derivative · entry 1 ALLEN STEPHEN BRENT · CIK 0001713127 · Sr.VP, Gen.Counsel & Asst.Sec. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,700 Underlying: Common Stock, par value $.0.01 · 10,700 shares Expires not disclosed F1 · derivative.exercise_price: Performance units awarded under the Issuer's Equity Compensation Plan. The award will vest on February 21, 2021, for a percentage (0% to 200%) of the performance units awarded based upon the Issuer's total shareholder return compared to total shareholder return of a selected peer group. During the 3-year vesting period, the award will be credited with dividend equivalents that will be paid out in shares of common stock at the time the underlying units vest and shares are issued. The award and credited dividend equivalents will be payable one share of the Issuer's common stock for each vested performance unit, including additional performance units resulting from dividend equivalents. F1 · derivative.exercise_date: Performance units awarded under the Issuer's Equity Compensation Plan. The award will vest on February 21, 2021, for a percentage (0% to 200%) of the performance units awarded based upon the Issuer's total shareholder return compared to total shareholder return of a selected peer group. During the 3-year vesting period, the award will be credited with dividend equivalents that will be paid out in shares of common stock at the time the underlying units vest and shares are issued. The award and credited dividend equivalents will be payable one share of the Issuer's common stock for each vested performance unit, including additional performance units resulting from dividend equivalents. F1 · derivative.expiration_date: Performance units awarded under the Issuer's Equity Compensation Plan. The award will vest on February 21, 2021, for a percentage (0% to 200%) of the performance units awarded based upon the Issuer's total shareholder return compared to total shareholder return of a selected peer group. During the 3-year vesting period, the award will be credited with dividend equivalents that will be paid out in shares of common stock at the time the underlying units vest and shares are issued. The award and credited dividend equivalents will be payable one share of the Issuer's common stock for each vested performance unit, including additional performance units resulting from dividend equivalents. Read SEC document |
| February 18, 2018 Filed Feb 21, 2018 23:03 UTC | ONEOK INC /NEW/ OKE · Entity 3002 | Exercise / conversionRSU 2015 · Derivative | 1,568.2301 | $57.15 | $89,624.35 |
DisclosureSEC source: 0001713127-18-000002 · edgardoc.xml · derivative · entry 8 ALLEN STEPHEN BRENT · CIK 0001713127 · Sr.VP, Gen.Counsel & Asst.Sec. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock, par value $.0.01 · 1,568.2301 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · derivative.exercise_price: Restricted units awarded under the Issuer's Long Term Incentive Plan. The award vested on February 18, 2018. During the 3-year vesting period, the award was credited with dividend equivalents that were paid out in shares of common stock at the same time the shares underlying the vested units were issued. One share of the Issuer's common stock is paid out for each vested restricted unit. F2 · derivative.exercise_date: Restricted units awarded under the Issuer's Long Term Incentive Plan. The award vested on February 18, 2018. During the 3-year vesting period, the award was credited with dividend equivalents that were paid out in shares of common stock at the same time the shares underlying the vested units were issued. One share of the Issuer's common stock is paid out for each vested restricted unit. F2 · derivative.expiration_date: Restricted units awarded under the Issuer's Long Term Incentive Plan. The award vested on February 18, 2018. During the 3-year vesting period, the award was credited with dividend equivalents that were paid out in shares of common stock at the same time the shares underlying the vested units were issued. One share of the Issuer's common stock is paid out for each vested restricted unit. Read SEC document |
| February 18, 2018 Filed Feb 21, 2018 23:03 UTC | ONEOK INC /NEW/ OKE · Entity 3002 | Exercise / conversionPSU 2015 · Derivative | 4,641.7927 | $57.15 | $265,278.45 |
DisclosureSEC source: 0001713127-18-000002 · edgardoc.xml · derivative · entry 7 ALLEN STEPHEN BRENT · CIK 0001713127 · Sr.VP, Gen.Counsel & Asst.Sec. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock, par value $.0.01 · 4,641.7927 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Performance units awarded under the Issuer's Equity Compensation Plan. The award, including dividend equivalents, vested on February 18, 2018, at the 200th percentile for the Issuer's total stockholder return compared to total stockholder return of a selected peer group, resulting in the reported shares being issued to the reporting person. One share of the Issuer's common stock is paid out for each vested performance unit. F1 · derivative.exercise_date: Performance units awarded under the Issuer's Equity Compensation Plan. The award, including dividend equivalents, vested on February 18, 2018, at the 200th percentile for the Issuer's total stockholder return compared to total stockholder return of a selected peer group, resulting in the reported shares being issued to the reporting person. One share of the Issuer's common stock is paid out for each vested performance unit. F1 · derivative.expiration_date: Performance units awarded under the Issuer's Equity Compensation Plan. The award, including dividend equivalents, vested on February 18, 2018, at the 200th percentile for the Issuer's total stockholder return compared to total stockholder return of a selected peer group, resulting in the reported shares being issued to the reporting person. One share of the Issuer's common stock is paid out for each vested performance unit. Read SEC document |
| February 18, 2018 Filed Feb 21, 2018 23:03 UTC | ONEOK INC /NEW/ OKE · Entity 3002 | Tax withholdingCommon Stock, par value $.0.01 | 3,920 | $57.15 | $224,028.00 |
DisclosureSEC source: 0001713127-18-000002 · edgardoc.xml · nonDerivative · entry 4 ALLEN STEPHEN BRENT · CIK 0001713127 · Sr.VP, Gen.Counsel & Asst.Sec. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,191.016 Read SEC document |
| February 18, 2018 Filed Feb 21, 2018 23:03 UTC | ONEOK INC /NEW/ OKE · Entity 3002 | Exercise / conversionCommon Stock, par value $.0.01 | 9,283.5849 | $57.15 | $530,556.88 |
DisclosureSEC source: 0001713127-18-000002 · edgardoc.xml · nonDerivative · entry 3 ALLEN STEPHEN BRENT · CIK 0001713127 · Sr.VP, Gen.Counsel & Asst.Sec. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 34,111.016 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| February 18, 2018 Filed Feb 21, 2018 23:03 UTC | ONEOK INC /NEW/ OKE · Entity 3002 | Tax withholdingCommon Stock, par value $.0.01 | 747 | $57.15 | $42,691.05 |
DisclosureSEC source: 0001713127-18-000002 · edgardoc.xml · nonDerivative · entry 2 ALLEN STEPHEN BRENT · CIK 0001713127 · Sr.VP, Gen.Counsel & Asst.Sec. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,827.4311 Read SEC document |
| February 18, 2018 Filed Feb 21, 2018 23:03 UTC | ONEOK INC /NEW/ OKE · Entity 3002 | Exercise / conversionCommon Stock, par value $.0.01 | 1,568.2301 | $57.15 | $89,624.35 |
DisclosureSEC source: 0001713127-18-000002 · edgardoc.xml · nonDerivative · entry 1 ALLEN STEPHEN BRENT · CIK 0001713127 · Sr.VP, Gen.Counsel & Asst.Sec. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,574.4311 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. 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.