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 |
| ONEOK INC /NEW/OKE · Entity 3002 | Director | May 24, 2023 | May 26, 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.
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 | IndirectSteven J. Malcolm Revocable Trust | 5,817 |
Reported balance
After 2026-07-14 transaction · row 1
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 1 · 2026-07-14 · Grant · Acquired 144 · Balance 5,817 |
ONEOK INC /NEW/
Report date May 24, 2023 · Filed May 26, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Stock, par value $.0.01SEC Table I · non-derivative | Indirectby Trust | 34,119 |
Reported balance
After 2023-05-24 transaction · row 1
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 1 · 2023-05-24 · Grant · Acquired 2,562 · Balance 34,119 F1: Annual cash and/or stock retainer shares issued under the Issuer's Equity Incentive Plan. |
Filing footnotes · ownership attribution and instrument terms
F1: Annual cash and/or stock retainer shares issued under the Issuer's Equity Incentive Plan.
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 16:16 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | GrantCommon Stock | 144 | $138.55 | $19,951.20 |
DisclosureSEC source: 0001216710-26-000001 · primary_doc.xml · nonDerivative · entry 1 MALCOLM STEVEN J · CIK 0001216710 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · Steven J. Malcolm Revocable Trust Disclosed balance after: 5,817 Read SEC document |
| July 14, 2025 Filed Jul 16, 2025 19:20 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | GrantCommon Stock | 207 | $96.38 | $19,950.66 |
DisclosureSEC source: 0001965021-25-000043 · primary_doc.xml · nonDerivative · entry 1 MALCOLM STEVEN J · CIK 0001216710 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · Steven J. Malcolm Revocable Trust Disclosed balance after: 5,673 Read SEC document |
| July 12, 2024 Filed Jul 15, 2024 16:30 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | GrantCommon Stock | 224 | $89.26 | $19,994.24 |
DisclosureSEC source: 0001965021-24-000056 · primary_doc.xml · nonDerivative · entry 1 MALCOLM STEVEN J · CIK 0001216710 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · Steven J. Malcolm Revocable Trust Disclosed balance after: 5,466 Read SEC document |
| January 12, 2024 Filed Jan 16, 2024 20:23 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | GrantCommon Stock | 75 | $85.89 | $6,441.75 |
DisclosureSEC source: 0001965021-24-000024 · primary_doc.xml · nonDerivative · entry 1 MALCOLM STEVEN J · CIK 0001216710 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · Steven J. Malcolm Revocable Trust Disclosed balance after: 5,242 Read SEC document |
| October 13, 2023 Filed Oct 17, 2023 14:40 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | GrantCommon Stock | 75 | $79.18 | $5,938.50 |
DisclosureSEC source: 0001965021-23-000013 · primary_doc.xml · nonDerivative · entry 1 MALCOLM STEVEN J · CIK 0001216710 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · Steven J. Malcolm Revocable Trust Disclosed balance after: 5,167 Read SEC document |
| July 13, 2023 Filed Jul 13, 2023 21:21 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | GrantCommon Stock | 75 | $82.05 | $6,153.75 |
DisclosureSEC source: 0001248915-23-000091 · primary_doc.xml · nonDerivative · entry 1 MALCOLM STEVEN J · CIK 0001216710 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · Steven J. Malcolm Revocable Trust Disclosed balance after: 5,092 Read SEC document |
| May 24, 2023 Filed May 26, 2023 18:10 UTC | ONEOK INC /NEW/ OKE · Entity 3002 | GrantCommon Stock, par value $.0.01 | 2,562 | $58.54 | $149,979.48 |
DisclosureSEC source: 0001216710-23-000001 · edgardoc.xml · nonDerivative · entry 1 MALCOLM STEVEN J · CIK 0001216710 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · by Trust Disclosed balance after: 34,119 F1 · kind: Annual cash and/or stock retainer shares issued under the Issuer's Equity Incentive Plan. Read SEC document |
| April 13, 2023 Filed Apr 14, 2023 17:15 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | GrantCommon Stock | 75 | $85.37 | $6,402.75 |
DisclosureSEC source: 0001248915-23-000069 · primary_doc.xml · nonDerivative · entry 1 MALCOLM STEVEN J · CIK 0001216710 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · Steven J. Malcolm Revocable Trust Disclosed balance after: 5,017 Read SEC document |
| January 16, 2023 Filed Jan 18, 2023 15:42 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | GrantCommon Stock | 75 | $102.82 | $7,711.50 |
DisclosureSEC source: 0001248915-23-000027 · primary_doc.xml · nonDerivative · entry 1 MALCOLM STEVEN J · CIK 0001216710 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Steven J. Malcolm Revocable Trust Disclosed balance after: 4,942 Read SEC document |
| October 12, 2022 Filed Oct 12, 2022 17:46 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | GrantCommon Stock | 75 | $87.76 | $6,582.00 |
DisclosureSEC source: 0001248915-22-000141 · primary_doc.xml · nonDerivative · entry 1 MALCOLM STEVEN J · CIK 0001216710 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Steven J. Malcolm Revocable Trust Disclosed balance after: 4,867 Read SEC document |
| July 12, 2022 Filed Jul 13, 2022 15:49 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | GrantCommon Stock | 75 | $77.26 | $5,794.50 |
DisclosureSEC source: 0001248915-22-000115 · primary_doc.xml · nonDerivative · entry 1 MALCOLM STEVEN J · CIK 0001216710 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Steven J. Malcolm Revocable Trust Disclosed balance after: 4,792 Read SEC document |
| May 25, 2022 Filed May 27, 2022 16:51 UTC | ONEOK INC /NEW/ OKE · Entity 3002 | GrantCommon Stock, par value $.0.01 | 2,302 | $65.14 | $149,952.28 |
DisclosureSEC source: 0001662823-22-000014 · edgardoc.xml · nonDerivative · entry 1 MALCOLM STEVEN J · CIK 0001216710 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 31,557 Read SEC document |
| April 11, 2022 Filed Apr 12, 2022 20:27 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | GrantCommon Stock | 75 | $96.61 | $7,245.75 |
DisclosureSEC source: 0001248915-22-000092 · primary_doc.xml · nonDerivative · entry 1 MALCOLM STEVEN J · CIK 0001216710 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Steven J. Malcolm Revocable Trust Disclosed balance after: 4,717 Read SEC document |
| January 10, 2022 Filed Jan 12, 2022 20:35 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | GrantCommon Stock | 75 | $105.06 | $7,879.50 |
DisclosureSEC source: 0001248915-22-000019 · primary_doc.xml · nonDerivative · entry 1 MALCOLM STEVEN J · CIK 0001216710 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Steven J. Malcolm Revocable Trust Disclosed balance after: 4,567 Read SEC document |
| October 12, 2021 Filed Oct 12, 2021 23:31 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | GrantCommon Stock | 75 | $90.48 | $6,786.00 |
DisclosureSEC source: 0001248915-21-000108 · primary_doc.xml · nonDerivative · entry 1 MALCOLM STEVEN J · CIK 0001216710 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Steven J. Malcolm Revocable Trust Disclosed balance after: 4,492 Read SEC document |
| July 12, 2021 Filed Jul 13, 2021 22:29 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | GrantCommon Stock | 75 | $88.40 | $6,630.00 |
DisclosureSEC source: 0001248915-21-000084 · primary_doc.xml · nonDerivative · entry 1 MALCOLM STEVEN J · CIK 0001216710 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Steven J. Malcolm Revocable Trust Disclosed balance after: 4,417 Read SEC document |
| May 26, 2021 Filed May 28, 2021 19:27 UTC | ONEOK INC /NEW/ OKE · Entity 3002 | GrantCommon Stock, par value $.0.01 | 2,570 | $52.51 | $134,950.70 |
DisclosureSEC source: 0001216710-21-000001 · edgardoc.xml · nonDerivative · entry 1 MALCOLM STEVEN J · CIK 0001216710 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 29,255 F1 · kind: Annual cash and/or stock retainer shares issued under the Issuer's Equity Incentive Plan. Read SEC document |
| April 12, 2021 Filed Feb 10, 2022 22:56 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | OtherCommon Stock | 75 | $90.50 | $6,787.50 |
DisclosureSEC source: 0001248915-22-000053 · primary_doc.xml · nonDerivative · entry 1 MALCOLM STEVEN J · CIK 0001216710 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Steven J. Malcolm Revocable Trust Disclosed balance after: 4,567 Read SEC document |
| January 12, 2021 Filed Jan 12, 2021 21:21 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | GrantCommon Stock | 75 | $69.12 | $5,184.00 |
DisclosureSEC source: 0001248915-21-000020 · primary_doc.xml · nonDerivative · entry 1 MALCOLM STEVEN J · CIK 0001216710 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Steven J. Malcolm Revocable Trust Disclosed balance after: 4,342 Read SEC document |
| October 12, 2020 Filed Oct 13, 2020 19:10 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | GrantCommon Stock | 75 | $50.66 | $3,799.50 |
DisclosureSEC source: 0001248915-20-000117 · primary_doc.xml · nonDerivative · entry 1 MALCOLM STEVEN J · CIK 0001216710 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Steven J. Malcolm Revocable Trust Disclosed balance after: 4,267 Read SEC document |
| July 13, 2020 Filed Jul 15, 2020 18:47 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | GrantCommon Stock | 75 | $55.27 | $4,145.25 |
DisclosureSEC source: 0001248915-20-000098 · primary_doc.xml · nonDerivative · entry 1 MALCOLM STEVEN J · CIK 0001216710 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Steven J. Malcolm Revocable Trust Disclosed balance after: 4,192 Read SEC document |
| May 20, 2020 Filed May 21, 2020 19:33 UTC | ONEOK INC /NEW/ OKE · Entity 3002 | GrantCommon Stock, par value $.0.01 | 3,697 | $36.51 | $134,977.47 |
DisclosureSEC source: 0001766621-20-000006 · edgardoc.xml · nonDerivative · entry 1 MALCOLM STEVEN J · CIK 0001216710 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 26,685 F1 · kind: Annual cash and/or stock retainer shares issued under the Issuer's Equity Incentive Plan. Read SEC document |
| April 13, 2020 Filed Apr 15, 2020 17:18 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | GrantCommon Stock | 75 | $42.69 | $3,201.75 |
DisclosureSEC source: 0001248915-20-000073 · primary_doc.xml · nonDerivative · entry 1 MALCOLM STEVEN J · CIK 0001216710 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Steven J. Malcolm Revocable Trust Disclosed balance after: 4,117 Read SEC document |
| January 13, 2020 Filed Jan 14, 2020 22:47 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | GrantCommon Stock | 75 | $87.18 | $6,538.50 |
DisclosureSEC source: 0001248915-20-000016 · primary_doc.xml · nonDerivative · entry 1 MALCOLM STEVEN J · CIK 0001216710 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Steven J. Malcolm Revocable Trust Disclosed balance after: 4,042 Read SEC document |
| October 15, 2019 Filed Oct 16, 2019 22:20 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | GrantCommon Stock | 75 | $80.05 | $6,003.75 |
DisclosureSEC source: 0001453622-19-000017 · primary_doc.xml · nonDerivative · entry 1 MALCOLM STEVEN J · CIK 0001216710 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Steven J. Malcolm Revocable Trust Disclosed balance after: 3,967 Read SEC document |
| July 12, 2019 Filed Jul 15, 2019 23:10 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | GrantCommon Stock | 75 | $74.62 | $5,596.50 |
DisclosureSEC source: 0001248915-19-000103 · primary_doc.xml · nonDerivative · entry 1 MALCOLM STEVEN J · CIK 0001216710 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Steven J. Malcolm Revocable Trust Disclosed balance after: 3,892 Read SEC document |
| May 22, 2019 Filed May 24, 2019 15:33 UTC | ONEOK INC /NEW/ OKE · Entity 3002 | GrantCommon Stock, par value $.0.01 | 2,017 | $66.91 | $134,957.47 |
DisclosureSEC source: 0001216710-19-000002 · edgardoc.xml · nonDerivative · entry 1 MALCOLM STEVEN J · CIK 0001216710 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 22,988 F1 · kind: Annual cash and/or stock retainer shares issued under the Issuer's Equity Incentive Plan. Read SEC document |
| April 15, 2019 Filed Apr 15, 2019 22:32 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | GrantCommon Stock | 75 | $79.83 | $5,987.25 |
DisclosureSEC source: 0001248915-19-000082 · primary_doc.xml · nonDerivative · entry 1 MALCOLM STEVEN J · CIK 0001216710 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Steven J. Malcolm Revocable Trust Disclosed balance after: 3,817 Read SEC document |
| January 14, 2019 Filed Jan 14, 2019 23:49 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | GrantCommon Stock | 75 | $72.59 | $5,444.25 |
DisclosureSEC source: 0001248915-19-000021 · primary_doc.xml · nonDerivative · entry 1 MALCOLM STEVEN J · CIK 0001216710 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Steven J. Malcolm Revocable Trust Disclosed balance after: 3,742 Read SEC document |
| October 12, 2018 Filed Oct 15, 2018 22:23 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | GrantCommon Stock | 75 | $101.48 | $7,611.00 |
DisclosureSEC source: 0001248915-18-000140 · primary_doc.xml · nonDerivative · entry 1 MALCOLM STEVEN J · CIK 0001216710 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Steven J. Malcolm Revocable Trust Disclosed balance after: 3,667 Read SEC document |
| July 13, 2018 Filed Jul 16, 2018 21:22 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | GrantCommon Stock | 75 | $95.19 | $7,139.25 |
DisclosureSEC source: 0001248915-18-000119 · primary_doc.xml · nonDerivative · entry 1 MALCOLM STEVEN J · CIK 0001216710 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Steven J. Malcolm Revocable Trust Disclosed balance after: 3,592 Read SEC document |
| May 23, 2018 Filed May 24, 2018 17:41 UTC | ONEOK INC /NEW/ OKE · Entity 3002 | GrantCommon Stock, par value $.0.01 | 2,023 | $66.73 | $134,994.79 |
DisclosureSEC source: 0001216710-18-000004 · edgardoc.xml · nonDerivative · entry 1 MALCOLM STEVEN J · CIK 0001216710 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 20,971 F1 · kind: Annual cash and/or stock retainer shares issued under the Issuer's Long-Term Incentive Plan. Read SEC document |
| April 13, 2018 Filed Apr 17, 2018 00:41 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | GrantCommon Stock | 75 | $98.08 | $7,356.00 |
DisclosureSEC source: 0001248915-18-000090 · primary_doc.xml · nonDerivative · entry 1 MALCOLM STEVEN J · CIK 0001216710 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Steven J. Malcolm Revocable Trust Disclosed balance after: 3,517 Read SEC document |
| January 12, 2018 Filed Jan 12, 2018 21:22 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | GrantCommon Stock | 75 | $92.70 | $6,952.50 |
DisclosureSEC source: 0001248915-18-000027 · primary_doc.xml · nonDerivative · entry 1 MALCOLM STEVEN J · CIK 0001216710 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Steven J. Malcolm Revocable Trust Disclosed balance after: 3,442 Read SEC document |
| October 13, 2017 Filed Oct 16, 2017 21:38 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | GrantCommon Stock | 75 | $87.07 | $6,530.25 |
DisclosureSEC source: 0001248915-17-000128 · primary_doc.xml · nonDerivative · entry 1 MALCOLM STEVEN J · CIK 0001216710 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Steven J. Malcolm Revocable Trust Disclosed balance after: 3,367 Read SEC document |
| July 14, 2017 Filed Jul 17, 2017 21:42 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | GrantCommon Stock | 75 | $82.91 | $6,218.25 |
DisclosureSEC source: 0001248915-17-000105 · primary_doc.xml · nonDerivative · entry 1 MALCOLM STEVEN J · CIK 0001216710 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Steven J. Malcolm Revocable Trust Disclosed balance after: 3,292 Read SEC document |
| May 24, 2017 Filed May 26, 2017 14:56 UTC | ONEOK INC /NEW/ OKE · Entity 3002 | GrantCommon Stock, par value $.0.01 | 2,568 | $52.56 | $134,974.08 |
DisclosureSEC source: 0001216710-17-000004 · edgardoc.xml · nonDerivative · entry 1 MALCOLM STEVEN J · CIK 0001216710 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,568 F1 · kind: Annual cash and/or stock retainer shares issued under the Issuer's Long-Term Incentive Plan. Read SEC document |
| April 14, 2017 Filed Apr 17, 2017 21:47 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | GrantCommon Stock | 75 | $76.61 | $5,745.75 |
DisclosureSEC source: 0001248915-17-000081 · primary_doc.xml · nonDerivative · entry 1 MALCOLM STEVEN J · CIK 0001216710 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Steven J. Malcolm Revocable Trust Disclosed balance after: 3,217 Read SEC document |
| January 13, 2017 Filed Jan 18, 2017 01:42 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | GrantCommon Stock | 75 | $83.49 | $6,261.75 |
DisclosureSEC source: 0001248915-17-000042 · primary_doc.xml · nonDerivative · entry 1 MALCOLM STEVEN J · CIK 0001216710 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Steven J. Malcolm Revocable Trust Disclosed balance after: 3,142 Read SEC document |
| October 14, 2016 Filed Oct 17, 2016 19:19 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | GrantCommon Stock | 75 | $67.32 | $5,049.00 |
DisclosureSEC source: 0001665940-16-000035 · primary_doc.xml · nonDerivative · entry 1 MALCOLM STEVEN J · CIK 0001216710 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Steven J. Malcolm Revocable Trust Disclosed balance after: 3,067 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.