Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| BOK FINANCIAL CORPBOKF · Entity 3635 | EVP, Chief Information Officer | May 12, 2017 | May 15, 2017 |
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 May 12, 2017 · Filed May 15, 2017
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 38,298 |
Ending reported balance
After 2017-05-15 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2017-05-12 · Sale · Disposed 100 · Balance 43,510 Row 2 · 2017-05-15 · Sale · Disposed 5,212 · Balance 38,298 |
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 |
|---|---|---|---|---|---|---|
| May 15, 2017 Filed May 15, 2017 21:00 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | SaleCommon Stock | 5,212 | $82.02 | $427,465.83 |
DisclosureSEC source: 0001248915-17-000088 · primary_doc.xml · nonDerivative · entry 2 Parker Donald T · CIK 0001346113 · EVP, Chief Information Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 38,298 Read SEC document |
| May 12, 2017 Filed May 15, 2017 21:00 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | SaleCommon Stock | 100 | $81.81 | $8,181.40 |
DisclosureSEC source: 0001248915-17-000088 · primary_doc.xml · nonDerivative · entry 1 Parker Donald T · CIK 0001346113 · EVP, Chief Information Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 43,510 Read SEC document |
| May 11, 2017 Filed May 11, 2017 22:37 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | SaleCommon Stock | 3,700 | $82.58 | $305,546.74 |
DisclosureSEC source: 0001248915-17-000087 · primary_doc.xml · nonDerivative · entry 4 Parker Donald T · CIK 0001346113 · EVP, Chief Information Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 43,610 F4 · price: The reporting person undertakes to provide to BOK Financial Corporation, any security holder of BOK Financial Corporation, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in footnote (5) to this Form 4. F5 · price: The price reported in Column 4 is a weighted price. The shares were sold in multiple transactions at prices ranging from $82.37 to 82.77, inclusive. Read SEC document |
| May 10, 2017 Filed May 11, 2017 22:37 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | SaleCommon Stock | 2,635 | $82.96 | $218,597.49 |
DisclosureSEC source: 0001248915-17-000087 · primary_doc.xml · nonDerivative · entry 3 Parker Donald T · CIK 0001346113 · EVP, Chief Information Officer 10b5-1 filing: Not disclosed Ownership: Indirect · Donald T. Parker IRA Disclosed balance after: 0 F2 · price: The reporting person undertakes to provide to BOK Financial Corporation, any security holder of BOK Financial Corporation, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in footnote (3) to this Form 4. F3 · price: The price reported in Column 4 is a weighted price. The shares were sold in multiple transactions at prices ranging from $82.80 to 83.10, inclusive. Read SEC document |
| May 10, 2017 Filed May 11, 2017 22:37 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | SaleCommon Stock | 1,315 | $82.82 | $108,908.30 |
DisclosureSEC source: 0001248915-17-000087 · primary_doc.xml · nonDerivative · entry 2 Parker Donald T · CIK 0001346113 · EVP, Chief Information Officer 10b5-1 filing: Not disclosed Ownership: Indirect · Mary Parker IRA Disclosed balance after: 0 Read SEC document |
| May 10, 2017 Filed May 11, 2017 22:37 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | OtherCommon Stock | 1,046.0127 | $83.95 | $87,811.82 |
DisclosureSEC source: 0001248915-17-000087 · primary_doc.xml · nonDerivative · entry 1 Parker Donald T · CIK 0001346113 · EVP, Chief Information Officer 10b5-1 filing: Not disclosed Ownership: Indirect · by BOK Thrift Plan Disclosed balance after: 0 F1 · kind: These shares are related to the BOK Thrift Plan for which employees own investment units which hold BOKF common stock. Read SEC document |
| January 13, 2017 Filed Jan 18, 2017 00:13 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | GrantCommon Stock | 6,060 | $0.00 | $0.00 |
DisclosureSEC source: 0001248915-17-000026 · primary_doc.xml · nonDerivative · entry 1 Parker Donald T · CIK 0001346113 · EVP, Chief Information Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 47,310 F1 · shares: Represents restricted stock which vests 5 years from the date of grant. Shares are subject to forfeiture (i) upon termination of employment prior to vesting, and (ii) if certain performance earnings per share targets established pursuant to BOKF Executive Incentive Plan are not met. Read SEC document |
| January 10, 2017 Filed Jan 13, 2017 00:35 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | Tax withholdingCommon Stock | 1,068 | $83.24 | $88,900.32 |
DisclosureSEC source: 0001248915-17-000015 · primary_doc.xml · nonDerivative · entry 2 Parker Donald T · CIK 0001346113 · EVP, Chief Information Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 41,250 Read SEC document |
| January 10, 2017 Filed Jan 13, 2017 00:35 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | Exercise / conversionCommon Stock | 2,112 | $0.00 | $0.00 |
DisclosureSEC source: 0001248915-17-000015 · primary_doc.xml · nonDerivative · entry 1 Parker Donald T · CIK 0001346113 · EVP, Chief Information Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 42,318 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 · shares: Represents shares of common stock of the Issuer acquired upon the vesting of restricted stock. Read SEC document |
| January 03, 2017 Filed Jan 6, 2017 02:44 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | Tax withholdingCommon Stock | 1,711 | $81.83 | $140,011.13 |
DisclosureSEC source: 0001248915-17-000004 · primary_doc.xml · nonDerivative · entry 1 Parker Donald T · CIK 0001346113 · EVP, Chief Information Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 40,206 Read SEC document |
| December 31, 2016 Filed Feb 14, 2017 23:40 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | OtherCommon Stock | 1,040.8668 | $0.00 | $0.00 |
DisclosureSEC source: 0001248915-17-000055 · primary_doc.xml · nonDerivative · entry 1 Parker Donald T · CIK 0001346113 · EVP, Chief Information Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 42,957.8668 F1 · kind: These shares are related to the BOK Thrift Plan for which employees own investment units which hold BOKF common stock. F2 · balance_after: 1,040.8668 shares are related to Mr. Parker's BOK Thrift Plan holdings only. Mr. Parker also owns 41,917 shares directly as of 12/31/2016. Read SEC document |
| November 22, 2016 Filed Nov 23, 2016 17:20 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | Exercise / conversion2013 Stock Options · Derivative | 5,466 | $0.00 Strike: $55.74 | $0.00 |
DisclosureSEC source: 0001248915-16-000249 · primary_doc.xml · derivative · entry 9 Parker Donald T · CIK 0001346113 · EVP, Chief Information Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 5,466 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_date: For options granted in any one year, one-seventh of the options of such grant vest and become exercisable on the grant date of the anniversary each year commencing on the first anniversary after the grant. F2 · derivative.expiration_date: Options expire 3 years after vesting. Read SEC document |
| November 22, 2016 Filed Nov 23, 2016 17:20 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | Exercise / conversion2011 Stock Options · Derivative | 3,201 | $0.00 Strike: $55.94 | $0.00 |
DisclosureSEC source: 0001248915-16-000249 · primary_doc.xml · derivative · entry 8 Parker Donald T · CIK 0001346113 · EVP, Chief Information Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 3,201 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_date: For options granted in any one year, one-seventh of the options of such grant vest and become exercisable on the grant date of the anniversary each year commencing on the first anniversary after the grant. F2 · derivative.expiration_date: Options expire 3 years after vesting. Read SEC document |
| November 22, 2016 Filed Nov 23, 2016 17:20 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | Exercise / conversion2009 Stock Options · Derivative | 14,309 | $0.00 Strike: $36.65 | $0.00 |
DisclosureSEC source: 0001248915-16-000249 · primary_doc.xml · derivative · entry 7 Parker Donald T · CIK 0001346113 · EVP, Chief Information Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 14,309 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_date: For options granted in any one year, one-seventh of the options of such grant vest and become exercisable on the grant date of the anniversary each year commencing on the first anniversary after the grant. F2 · derivative.expiration_date: Options expire 3 years after vesting. Read SEC document |
| November 22, 2016 Filed Nov 23, 2016 17:20 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | Exercise / conversion2008 Stock Options · Derivative | 5,933 | $0.00 Strike: $48.46 | $0.00 |
DisclosureSEC source: 0001248915-16-000249 · primary_doc.xml · derivative · entry 6 Parker Donald T · CIK 0001346113 · EVP, Chief Information Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 5,933 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_date: For options granted in any one year, one-seventh of the options of such grant vest and become exercisable on the grant date of the anniversary each year commencing on the first anniversary after the grant. F2 · derivative.expiration_date: Options expire 3 years after vesting. Read SEC document |
| November 22, 2016 Filed Nov 23, 2016 17:20 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | Tax withholdingCommon Stock | 23,011 | $80.73 | $1,857,703.34 |
DisclosureSEC source: 0001248915-16-000249 · primary_doc.xml · nonDerivative · entry 5 Parker Donald T · CIK 0001346113 · EVP, Chief Information Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 41,917 Read SEC document |
| November 22, 2016 Filed Nov 23, 2016 17:20 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | Exercise / conversionCommon Stock | 5,466 | $55.74 | $304,674.84 |
DisclosureSEC source: 0001248915-16-000249 · primary_doc.xml · nonDerivative · entry 4 Parker Donald T · CIK 0001346113 · EVP, Chief Information Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 64,928 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 |
| November 22, 2016 Filed Nov 23, 2016 17:20 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | Exercise / conversionCommon Stock | 3,201 | $55.94 | $179,063.94 |
DisclosureSEC source: 0001248915-16-000249 · primary_doc.xml · nonDerivative · entry 3 Parker Donald T · CIK 0001346113 · EVP, Chief Information Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 59,462 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 |
| November 22, 2016 Filed Nov 23, 2016 17:20 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | Exercise / conversionCommon Stock | 14,309 | $36.65 | $524,424.85 |
DisclosureSEC source: 0001248915-16-000249 · primary_doc.xml · nonDerivative · entry 2 Parker Donald T · CIK 0001346113 · EVP, Chief Information Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 56,261 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 |
| November 22, 2016 Filed Nov 23, 2016 17:20 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | Exercise / conversionCommon Stock | 5,933 | $48.46 | $287,513.18 |
DisclosureSEC source: 0001248915-16-000249 · primary_doc.xml · nonDerivative · entry 1 Parker Donald T · CIK 0001346113 · EVP, Chief Information Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 41,952 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.