Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| BOK FINANCIAL CORPBOKF · Entity 3635 | Director | July 14, 2026 | July 14, 2026 |
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 July 14, 2026 · Filed July 14, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 4,539 |
Reported balance
After 2026-07-14 transaction · row 1
1 source rowRow 1 · 2026-07-14 · Grant · Acquired 144 · Balance 4,539 |
| Common StockSEC Table I · non-derivative | IndirectJCAP, LLC | 1,869 |
Reported balance
Holding disclosure · report date 2026-07-14 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 1,869 |
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 |
|---|---|---|---|---|---|---|
| July 14, 2026 Filed Jul 14, 2026 16:12 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | GrantCommon Stock | 144 | $138.55 | $19,951.20 |
DisclosureSEC source: 0001248949-26-000002 · primary_doc.xml · nonDerivative · entry 1 JOULLIAN EDWARD C IV · CIK 0001248949 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,539 Read SEC document |
| July 14, 2025 Filed Jul 16, 2025 19:14 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | GrantCommon Stock | 207 | $96.38 | $19,950.66 |
DisclosureSEC source: 0001965021-25-000041 · primary_doc.xml · nonDerivative · entry 1 JOULLIAN EDWARD C IV · CIK 0001248949 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,834 Read SEC document |
| February 19, 2025 Filed Feb 25, 2025 22:54 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | GiftCommon Stock | 499 | $0.00 | $0.00 |
DisclosureSEC source: 0001965021-25-000028 · primary_doc.xml · nonDerivative · entry 1 JOULLIAN EDWARD C IV · CIK 0001248949 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,627 Read SEC document |
| September 30, 2024 Filed Feb 14, 2025 22:20 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | GiftCommon Stock | 506 | $0.00 | $0.00 |
DisclosureSEC source: 0001965021-25-000014 · primary_doc.xml · nonDerivative · entry 1 JOULLIAN EDWARD C IV · CIK 0001248949 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,126 Read SEC document |
| July 12, 2024 Filed Jul 15, 2024 16:22 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | GrantCommon Stock | 224 | $89.26 | $19,994.24 |
DisclosureSEC source: 0001965021-24-000054 · primary_doc.xml · nonDerivative · entry 1 JOULLIAN EDWARD C IV · CIK 0001248949 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,632 F1 · balance_after: Prior Form 4 filings made by the Reporting Person inadvertently overstated the number of securities beneficially owned in Column 5 of such filings by 86 shares. Following a routine review and reconciliation of the Reporting Person's holdings which identified this error in his reporting, the Reporting Person has corrected the inadvertent overstatement in this Form 4 filing and removed 86 shares from the number of securities he beneficially owns. Read SEC document |
| January 12, 2024 Filed Jan 16, 2024 20:18 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | GrantCommon Stock | 75 | $85.89 | $6,441.75 |
DisclosureSEC source: 0001965021-24-000022 · primary_doc.xml · nonDerivative · entry 1 JOULLIAN EDWARD C IV · CIK 0001248949 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,494 Read SEC document |
| October 30, 2023 Filed Oct 30, 2023 22:01 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | GiftCommon Stock | 1,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001965021-23-000019 · primary_doc.xml · nonDerivative · entry 1 JOULLIAN EDWARD C IV · CIK 0001248949 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,419 Read SEC document |
| October 13, 2023 Filed Oct 17, 2023 14:36 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | GrantCommon Stock | 75 | $79.18 | $5,938.50 |
DisclosureSEC source: 0001965021-23-000011 · primary_doc.xml · nonDerivative · entry 1 JOULLIAN EDWARD C IV · CIK 0001248949 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,419 Read SEC document |
| July 13, 2023 Filed Jul 13, 2023 21:16 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | GrantCommon Stock | 75 | $82.05 | $6,153.75 |
DisclosureSEC source: 0001248915-23-000089 · primary_doc.xml · nonDerivative · entry 1 JOULLIAN EDWARD C IV · CIK 0001248949 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,344 Read SEC document |
| May 04, 2023 Filed May 5, 2023 21:18 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | PurchaseCommon Stock | 1,920 | $78.12 | $149,990.40 |
DisclosureSEC source: 0001248915-23-000076 · primary_doc.xml · nonDerivative · entry 1 JOULLIAN EDWARD C IV · CIK 0001248949 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,269 Read SEC document |
| April 13, 2023 Filed Apr 14, 2023 17:09 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | GrantCommon Stock | 75 | $85.37 | $6,402.75 |
DisclosureSEC source: 0001248915-23-000067 · primary_doc.xml · nonDerivative · entry 1 JOULLIAN EDWARD C IV · CIK 0001248949 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,349 Read SEC document |
| March 14, 2023 Filed Feb 13, 2026 22:06 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | GiftCommon Stock | 525 | $0.00 | $0.00 |
DisclosureSEC source: 0001248949-26-000001 · primary_doc.xml · nonDerivative · entry 1 JOULLIAN EDWARD C IV · CIK 0001248949 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,395 F1 · balance_after: Following a routine review and reconciliation of the Reporting Person's holdings, it was identified that the Reporting Person incorrectly deducted 86 shares from the number of securities he beneficially owns, as reported in his Form 4 filed on July 15, 2024. The Reporting Person has corrected this error in this Form 5 filing and has added 86 shares to the number of securities he beneficially owns. Read SEC document |
| January 16, 2023 Filed Jan 18, 2023 15:38 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | GrantCommon Stock | 75 | $102.82 | $7,711.50 |
DisclosureSEC source: 0001248915-23-000025 · primary_doc.xml · nonDerivative · entry 1 JOULLIAN EDWARD C IV · CIK 0001248949 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,274 Read SEC document |
| October 12, 2022 Filed Oct 12, 2022 17:33 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | GrantCommon Stock | 75 | $87.76 | $6,582.00 |
DisclosureSEC source: 0001248915-22-000139 · primary_doc.xml · nonDerivative · entry 1 JOULLIAN EDWARD C IV · CIK 0001248949 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,199 Read SEC document |
| July 12, 2022 Filed Jul 13, 2022 15:45 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | GrantCommon Stock | 75 | $77.26 | $5,794.50 |
DisclosureSEC source: 0001248915-22-000113 · primary_doc.xml · nonDerivative · entry 1 JOULLIAN EDWARD C IV · CIK 0001248949 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,124 Read SEC document |
| April 11, 2022 Filed Apr 12, 2022 20:17 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | GrantCommon Stock | 75 | $96.61 | $7,245.75 |
DisclosureSEC source: 0001248915-22-000090 · primary_doc.xml · nonDerivative · entry 1 JOULLIAN EDWARD C IV · CIK 0001248949 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,049 Read SEC document |
| January 10, 2022 Filed Jan 11, 2022 23:37 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | GrantCommon Stock | 75 | $105.06 | $7,879.50 |
DisclosureSEC source: 0001248915-22-000012 · primary_doc.xml · nonDerivative · entry 1 JOULLIAN EDWARD C IV · CIK 0001248949 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,933 Read SEC document |
| November 12, 2021 Filed Feb 10, 2022 22:24 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | GiftCommon Stock | 1,034 | $0.00 | $0.00 |
DisclosureSEC source: 0001248915-22-000048 · primary_doc.xml · nonDerivative · entry 2 JOULLIAN EDWARD C IV · CIK 0001248949 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,899 Read SEC document |
| October 12, 2021 Filed Oct 12, 2021 23:28 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | GrantCommon Stock | 75 | $90.48 | $6,786.00 |
DisclosureSEC source: 0001248915-21-000106 · primary_doc.xml · nonDerivative · entry 1 JOULLIAN EDWARD C IV · CIK 0001248949 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,858 Read SEC document |
| July 12, 2021 Filed Jul 13, 2021 21:38 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | GrantCommon Stock | 75 | $88.40 | $6,630.00 |
DisclosureSEC source: 0001248915-21-000082 · primary_doc.xml · nonDerivative · entry 1 JOULLIAN EDWARD C IV · CIK 0001248949 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,783 Read SEC document |
| April 12, 2021 Filed Feb 10, 2022 22:24 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | OtherCommon Stock | 75 | $90.50 | $6,787.50 |
DisclosureSEC source: 0001248915-22-000048 · primary_doc.xml · nonDerivative · entry 1 JOULLIAN EDWARD C IV · CIK 0001248949 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,933 Read SEC document |
| January 12, 2021 Filed Jan 12, 2021 20:23 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | GrantCommon Stock | 75 | $69.12 | $5,184.00 |
DisclosureSEC source: 0001248915-21-000014 · primary_doc.xml · nonDerivative · entry 1 JOULLIAN EDWARD C IV · CIK 0001248949 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,708 Read SEC document |
| October 12, 2020 Filed Oct 13, 2020 19:04 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | GrantCommon Stock | 75 | $50.66 | $3,799.50 |
DisclosureSEC source: 0001248915-20-000115 · primary_doc.xml · nonDerivative · entry 1 JOULLIAN EDWARD C IV · CIK 0001248949 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,633 Read SEC document |
| July 13, 2020 Filed Jul 15, 2020 18:39 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | GrantCommon Stock | 75 | $55.27 | $4,145.25 |
DisclosureSEC source: 0001248915-20-000096 · primary_doc.xml · nonDerivative · entry 1 JOULLIAN EDWARD C IV · CIK 0001248949 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,558 Read SEC document |
| April 13, 2020 Filed Apr 15, 2020 17:13 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | GrantCommon Stock | 75 | $42.69 | $3,201.75 |
DisclosureSEC source: 0001248915-20-000071 · primary_doc.xml · nonDerivative · entry 1 JOULLIAN EDWARD C IV · CIK 0001248949 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,483 Read SEC document |
| January 13, 2020 Filed Jan 14, 2020 22:41 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | GrantCommon Stock | 75 | $87.18 | $6,538.50 |
DisclosureSEC source: 0001248915-20-000014 · primary_doc.xml · nonDerivative · entry 1 JOULLIAN EDWARD C IV · CIK 0001248949 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,408 Read SEC document |
| October 15, 2019 Filed Oct 16, 2019 22:10 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | GrantCommon Stock | 75 | $80.05 | $6,003.75 |
DisclosureSEC source: 0001453622-19-000015 · primary_doc.xml · nonDerivative · entry 1 JOULLIAN EDWARD C IV · CIK 0001248949 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,333 Read SEC document |
| July 12, 2019 Filed Jul 15, 2019 23:00 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | GrantCommon Stock | 75 | $74.62 | $5,596.50 |
DisclosureSEC source: 0001248915-19-000101 · primary_doc.xml · nonDerivative · entry 1 JOULLIAN EDWARD C IV · CIK 0001248949 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,258 Read SEC document |
| April 15, 2019 Filed Apr 15, 2019 22:19 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | GrantCommon Stock | 75 | $79.83 | $5,987.25 |
DisclosureSEC source: 0001248915-19-000080 · primary_doc.xml · nonDerivative · entry 1 JOULLIAN EDWARD C IV · CIK 0001248949 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,183 Read SEC document |
| January 14, 2019 Filed Jan 14, 2019 23:38 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | GrantCommon Stock | 75 | $72.59 | $5,444.25 |
DisclosureSEC source: 0001248915-19-000019 · primary_doc.xml · nonDerivative · entry 1 JOULLIAN EDWARD C IV · CIK 0001248949 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,108 Read SEC document |
| October 12, 2018 Filed Oct 15, 2018 22:17 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | GrantCommon Stock | 75 | $101.48 | $7,611.00 |
DisclosureSEC source: 0001248915-18-000138 · primary_doc.xml · nonDerivative · entry 1 JOULLIAN EDWARD C IV · CIK 0001248949 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,033 Read SEC document |
| July 13, 2018 Filed Jul 16, 2018 21:12 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | GrantCommon Stock | 75 | $95.19 | $7,139.25 |
DisclosureSEC source: 0001248915-18-000117 · primary_doc.xml · nonDerivative · entry 1 JOULLIAN EDWARD C IV · CIK 0001248949 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,958 Read SEC document |
| April 13, 2018 Filed Apr 17, 2018 00:31 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | GrantCommon Stock | 75 | $98.08 | $7,356.00 |
DisclosureSEC source: 0001248915-18-000088 · primary_doc.xml · nonDerivative · entry 1 JOULLIAN EDWARD C IV · CIK 0001248949 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,883 Read SEC document |
| January 12, 2018 Filed Jan 12, 2018 20:06 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | GrantCommon Stock | 75 | $92.70 | $6,952.50 |
DisclosureSEC source: 0001248915-18-000022 · primary_doc.xml · nonDerivative · entry 1 JOULLIAN EDWARD C IV · CIK 0001248949 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,808 Read SEC document |
| October 13, 2017 Filed Oct 16, 2017 21:28 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | GrantCommon Stock | 75 | $87.07 | $6,530.25 |
DisclosureSEC source: 0001248915-17-000125 · primary_doc.xml · nonDerivative · entry 1 JOULLIAN EDWARD C IV · CIK 0001248949 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,733 Read SEC document |
| July 14, 2017 Filed Jul 17, 2017 21:32 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | GrantCommon Stock | 75 | $82.91 | $6,218.25 |
DisclosureSEC source: 0001248915-17-000102 · primary_doc.xml · nonDerivative · entry 1 JOULLIAN EDWARD C IV · CIK 0001248949 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,658 Read SEC document |
| April 14, 2017 Filed Apr 17, 2017 21:20 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | GrantCommon Stock | 75 | $76.61 | $5,745.75 |
DisclosureSEC source: 0001248915-17-000078 · primary_doc.xml · nonDerivative · entry 1 JOULLIAN EDWARD C IV · CIK 0001248949 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,583 Read SEC document |
| January 13, 2017 Filed Jan 18, 2017 01:28 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | GrantCommon Stock | 75 | $83.49 | $6,261.75 |
DisclosureSEC source: 0001248915-17-000039 · primary_doc.xml · nonDerivative · entry 1 JOULLIAN EDWARD C IV · CIK 0001248949 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,508 Read SEC document |
| October 14, 2016 Filed Oct 17, 2016 19:08 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | GrantCommon Stock | 75 | $67.32 | $5,049.00 |
DisclosureSEC source: 0001665940-16-000033 · primary_doc.xml · nonDerivative · entry 1 JOULLIAN EDWARD C IV · CIK 0001248949 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,433 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.