Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| BOK FINANCIAL CORPBOKF · Entity 3635 | Director | January 12, 2021 | January 12, 2021 |
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 January 12, 2021 · Filed January 12, 2021
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 900 |
Reported balance
After 2021-01-12 transaction · row 1
1 source rowRow 1 · 2021-01-12 · Grant · Acquired 75 · Balance 900 |
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 |
|---|---|---|---|---|---|---|
| January 12, 2021 Filed Jan 12, 2021 20:10 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | GrantCommon Stock | 75 | $69.12 | $5,184.00 |
DisclosureSEC source: 0001248915-21-000009 · primary_doc.xml · nonDerivative · entry 1 Finley Jack E. · CIK 0001701400 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 900 Read SEC document |
| October 12, 2020 Filed Oct 13, 2020 18:36 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | GrantCommon Stock | 75 | $50.66 | $3,799.50 |
DisclosureSEC source: 0001248915-20-000110 · primary_doc.xml · nonDerivative · entry 1 Finley Jack E. · CIK 0001701400 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 825 Read SEC document |
| July 13, 2020 Filed Jul 15, 2020 18:25 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | GrantCommon Stock | 75 | $55.27 | $4,145.25 |
DisclosureSEC source: 0001248915-20-000091 · primary_doc.xml · nonDerivative · entry 1 Finley Jack E. · CIK 0001701400 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 750 Read SEC document |
| April 13, 2020 Filed Apr 15, 2020 17:03 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | GrantCommon Stock | 75 | $42.69 | $3,201.75 |
DisclosureSEC source: 0001248915-20-000066 · primary_doc.xml · nonDerivative · entry 1 Finley Jack E. · CIK 0001701400 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 675 Read SEC document |
| January 13, 2020 Filed Jan 14, 2020 22:25 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | GrantCommon Stock | 75 | $87.18 | $6,538.50 |
DisclosureSEC source: 0001248915-20-000009 · primary_doc.xml · nonDerivative · entry 1 Finley Jack E. · CIK 0001701400 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 600 Read SEC document |
| December 10, 2019 Filed Dec 10, 2019 20:50 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | SaleCommon Stock | 225 | $84.62 | $19,038.98 |
DisclosureSEC source: 0001248915-19-000113 · primary_doc.xml · nonDerivative · entry 1 Finley Jack E. · CIK 0001701400 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 525 Read SEC document |
| October 15, 2019 Filed Oct 16, 2019 21:51 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | GrantCommon Stock | 75 | $80.05 | $6,003.75 |
DisclosureSEC source: 0001453622-19-000010 · primary_doc.xml · nonDerivative · entry 1 Finley Jack E. · CIK 0001701400 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 750 Read SEC document |
| July 12, 2019 Filed Jul 15, 2019 22:40 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | GrantCommon Stock | 75 | $74.62 | $5,596.50 |
DisclosureSEC source: 0001248915-19-000096 · primary_doc.xml · nonDerivative · entry 1 Finley Jack E. · CIK 0001701400 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 675 Read SEC document |
| April 15, 2019 Filed Apr 15, 2019 22:01 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | GrantCommon Stock | 75 | $79.83 | $5,987.25 |
DisclosureSEC source: 0001248915-19-000075 · primary_doc.xml · nonDerivative · entry 1 Finley Jack E. · CIK 0001701400 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 600 Read SEC document |
| January 14, 2019 Filed Jan 14, 2019 23:16 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | GrantCommon Stock | 75 | $72.59 | $5,444.25 |
DisclosureSEC source: 0001248915-19-000014 · primary_doc.xml · nonDerivative · entry 1 Finley Jack E. · CIK 0001701400 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 525 Read SEC document |
| December 26, 2018 Filed Dec 27, 2018 18:44 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | SaleCommon Stock | 150 | $72.68 | $10,901.70 |
DisclosureSEC source: 0001248915-18-000152 · primary_doc.xml · nonDerivative · entry 1 Finley Jack E. · CIK 0001701400 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 450 Read SEC document |
| October 12, 2018 Filed Oct 15, 2018 22:02 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | GrantCommon Stock | 75 | $101.48 | $7,611.00 |
DisclosureSEC source: 0001248915-18-000133 · primary_doc.xml · nonDerivative · entry 1 Finley Jack E. · CIK 0001701400 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 600 Read SEC document |
| July 13, 2018 Filed Jul 16, 2018 20:55 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | GrantCommon Stock | 75 | $95.19 | $7,139.25 |
DisclosureSEC source: 0001248915-18-000112 · primary_doc.xml · nonDerivative · entry 1 Finley Jack E. · CIK 0001701400 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 525 Read SEC document |
| April 13, 2018 Filed Apr 16, 2018 23:51 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | GrantCommon Stock | 75 | $98.08 | $7,356.00 |
DisclosureSEC source: 0001248915-18-000083 · primary_doc.xml · nonDerivative · entry 1 Finley Jack E. · CIK 0001701400 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 450 Read SEC document |
| January 12, 2018 Filed Jan 12, 2018 19:37 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | GrantCommon Stock | 75 | $92.70 | $6,952.50 |
DisclosureSEC source: 0001248915-18-000017 · primary_doc.xml · nonDerivative · entry 1 Finley Jack E. · CIK 0001701400 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 375 Read SEC document |
| October 13, 2017 Filed Oct 16, 2017 20:02 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | GrantCommon Stock | 75 | $87.07 | $6,530.25 |
DisclosureSEC source: 0001248915-17-000119 · primary_doc.xml · nonDerivative · entry 1 Finley Jack E. · CIK 0001701400 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 300 Read SEC document |
| July 14, 2017 Filed Jul 17, 2017 21:04 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | GrantCommon Stock | 75 | $82.91 | $6,218.25 |
DisclosureSEC source: 0001248915-17-000096 · primary_doc.xml · nonDerivative · entry 1 Finley Jack E. · CIK 0001701400 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 225 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.