Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| BOK FINANCIAL CORPBOKF · Entity 3635 | Director | April 13, 2020 | April 15, 2020 |
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, 2020 · Filed April 15, 2020
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 755.857 |
Reported balance
After 2020-04-13 transaction · row 1
1 source rowRow 1 · 2020-04-13 · Grant · Acquired 75 · Balance 755.857 |
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 |
|---|---|---|---|---|---|---|
| April 13, 2020 Filed Apr 15, 2020 17:00 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | GrantCommon Stock | 75 | $42.69 | $3,201.75 |
DisclosureSEC source: 0001248915-20-000064 · primary_doc.xml · nonDerivative · entry 1 Clancy Gerard P · CIK 0001738599 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 755.857 Read SEC document |
| January 13, 2020 Filed Jan 14, 2020 22:15 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | GrantCommon Stock | 75 | $87.18 | $6,538.50 |
DisclosureSEC source: 0001248915-20-000006 · primary_doc.xml · nonDerivative · entry 1 Clancy Gerard P · CIK 0001738599 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 680.857 Read SEC document |
| October 15, 2019 Filed Oct 16, 2019 21:42 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | GrantCommon Stock | 75 | $80.05 | $6,003.75 |
DisclosureSEC source: 0001453622-19-000007 · primary_doc.xml · nonDerivative · entry 1 Clancy Gerard P · CIK 0001738599 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 605.857 Read SEC document |
| July 12, 2019 Filed Jul 15, 2019 22:23 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | GrantCommon Stock | 75 | $74.62 | $5,596.50 |
DisclosureSEC source: 0001248915-19-000093 · primary_doc.xml · nonDerivative · entry 1 Clancy Gerard P · CIK 0001738599 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 530.857 Read SEC document |
| April 15, 2019 Filed Apr 15, 2019 21:44 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | GrantCommon Stock | 75 | $79.83 | $5,987.25 |
DisclosureSEC source: 0001248915-19-000072 · primary_doc.xml · nonDerivative · entry 1 Clancy Gerard P · CIK 0001738599 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 450 Read SEC document |
| April 15, 2019 Filed Jul 15, 2019 22:19 UTC Amendment | BOK FINANCIAL CORP BOKF · Entity 3635 | GrantCommon Stock | 75 | $79.83 | $5,987.25 |
DisclosureSEC source: 0001248915-19-000092 · primary_doc.xml · nonDerivative · entry 1 Clancy Gerard P · CIK 0001738599 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 455.857 F1 · balance_after: This Form 4 is being filed to correct the Amount of Securities Beneficially Owned Following Reported Transactions due to a scrivener's error. Read SEC document |
| January 14, 2019 Filed Jan 14, 2019 23:07 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | GrantCommon Stock | 75 | $72.59 | $5,444.25 |
DisclosureSEC source: 0001248915-19-000011 · primary_doc.xml · nonDerivative · entry 1 Clancy Gerard P · CIK 0001738599 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 375 Read SEC document |
| December 31, 2018 Filed Feb 14, 2019 20:03 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | OtherCommon Stock | 5.857 | $0.00 | $0.00 |
DisclosureSEC source: 0001248915-19-000039 · primary_doc.xml · nonDerivative · entry 1 Clancy Gerard P · CIK 0001738599 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 305.857 F1 · kind: These shares were acquired through a BOK Financial Corporation dividend reinvestment plan in which Dr. Clancy is a participant. Read SEC document |
| October 12, 2018 Filed Oct 15, 2018 21:55 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | GrantCommon Stock | 75 | $101.48 | $7,611.00 |
DisclosureSEC source: 0001248915-18-000130 · primary_doc.xml · nonDerivative · entry 1 Clancy Gerard P · CIK 0001738599 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 300 Read SEC document |
| July 13, 2018 Filed Jul 16, 2018 20:42 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | GrantCommon Stock | 75 | $95.19 | $7,139.25 |
DisclosureSEC source: 0001248915-18-000109 · primary_doc.xml · nonDerivative · entry 1 Clancy Gerard P · CIK 0001738599 · 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.