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 | IndirectEmmet C. Richards Revocable Trust | 6,002 |
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 6,002 |
| Common StockSEC Table I · non-derivative | IndirectCore Investment Capital, LLC | 865 |
Reported balance
Holding disclosure · report date 2026-07-14 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 865 |
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 16:25 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | GrantCommon Stock | 144 | $138.55 | $19,951.20 |
DisclosureSEC source: 0001434799-26-000001 · primary_doc.xml · nonDerivative · entry 1 Richards Emmet C · CIK 0001434799 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · Emmet C. Richards Revocable Trust Disclosed balance after: 6,002 Read SEC document |
| July 14, 2025 Filed Jul 16, 2025 19:25 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | GrantCommon Stock | 207 | $96.38 | $19,950.66 |
DisclosureSEC source: 0001965021-25-000044 · primary_doc.xml · nonDerivative · entry 1 Richards Emmet C · CIK 0001434799 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · Emmet C. Richards Revocable Trust Disclosed balance after: 5,858 Read SEC document |
| July 12, 2024 Filed Jul 15, 2024 16:33 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | GrantCommon Stock | 224 | $89.26 | $19,994.24 |
DisclosureSEC source: 0001965021-24-000057 · primary_doc.xml · nonDerivative · entry 1 Richards Emmet C · CIK 0001434799 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · Emmet C. Richards Revocable Trust Disclosed balance after: 5,651 Read SEC document |
| January 12, 2024 Filed Jan 16, 2024 20:26 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | GrantCommon Stock | 75 | $85.89 | $6,441.75 |
DisclosureSEC source: 0001965021-24-000025 · primary_doc.xml · nonDerivative · entry 1 Richards Emmet C · CIK 0001434799 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · Emmet C. Richards Revocable Trust Disclosed balance after: 5,427 Read SEC document |
| October 13, 2023 Filed Oct 17, 2023 14:43 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | GrantCommon Stock | 75 | $79.18 | $5,938.50 |
DisclosureSEC source: 0001965021-23-000014 · primary_doc.xml · nonDerivative · entry 1 Richards Emmet C · CIK 0001434799 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · Emmet C. Richards Revocable Trust Disclosed balance after: 5,352 Read SEC document |
| July 13, 2023 Filed Jul 13, 2023 21:24 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | GrantCommon Stock | 75 | $82.05 | $6,153.75 |
DisclosureSEC source: 0001248915-23-000092 · primary_doc.xml · nonDerivative · entry 1 Richards Emmet C · CIK 0001434799 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · Emmet C. Richards Revocable Trust Disclosed balance after: 5,277 Read SEC document |
| April 13, 2023 Filed Apr 14, 2023 17:19 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | GrantCommon Stock | 75 | $85.37 | $6,402.75 |
DisclosureSEC source: 0001248915-23-000070 · primary_doc.xml · nonDerivative · entry 1 Richards Emmet C · CIK 0001434799 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · Emmet C. Richards Revocable Trust Disclosed balance after: 5,202 Read SEC document |
| January 16, 2023 Filed Jan 18, 2023 15:45 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | GrantCommon Stock | 75 | $102.82 | $7,711.50 |
DisclosureSEC source: 0001248915-23-000028 · primary_doc.xml · nonDerivative · entry 1 Richards Emmet C · CIK 0001434799 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Emmet C. Richards Revocable Trust Disclosed balance after: 5,127 Read SEC document |
| October 12, 2022 Filed Oct 12, 2022 17:51 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | GrantCommon Stock | 75 | $87.76 | $6,582.00 |
DisclosureSEC source: 0001248915-22-000142 · primary_doc.xml · nonDerivative · entry 1 Richards Emmet C · CIK 0001434799 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Emmet C. Richards Revocable Trust Disclosed balance after: 5,052 Read SEC document |
| July 12, 2022 Filed Jul 13, 2022 15:52 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | GrantCommon Stock | 75 | $77.26 | $5,794.50 |
DisclosureSEC source: 0001248915-22-000116 · primary_doc.xml · nonDerivative · entry 1 Richards Emmet C · CIK 0001434799 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Emmet C. Richards Revocable Trust Disclosed balance after: 4,977 Read SEC document |
| April 11, 2022 Filed Apr 12, 2022 20:40 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | GrantCommon Stock | 75 | $96.61 | $7,245.75 |
DisclosureSEC source: 0001248915-22-000093 · primary_doc.xml · nonDerivative · entry 1 Richards Emmet C · CIK 0001434799 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Emmet C. Richards Revocable Trust Disclosed balance after: 4,902 Read SEC document |
| January 10, 2022 Filed Jan 11, 2022 23:57 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | GrantCommon Stock | 75 | $105.06 | $7,879.50 |
DisclosureSEC source: 0001248915-22-000014 · primary_doc.xml · nonDerivative · entry 1 Richards Emmet C · CIK 0001434799 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Emmet C. Richards Revocable Trust Disclosed balance after: 4,752 Read SEC document |
| October 12, 2021 Filed Oct 12, 2021 23:34 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | GrantCommon Stock | 75 | $90.48 | $6,786.00 |
DisclosureSEC source: 0001248915-21-000109 · primary_doc.xml · nonDerivative · entry 1 Richards Emmet C · CIK 0001434799 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Emmet C. Richards Revocable Trust Disclosed balance after: 4,677 Read SEC document |
| July 12, 2021 Filed Jul 13, 2021 22:32 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | GrantCommon Stock | 75 | $88.40 | $6,630.00 |
DisclosureSEC source: 0001248915-21-000085 · primary_doc.xml · nonDerivative · entry 1 Richards Emmet C · CIK 0001434799 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Emmet C. Richards Revocable Trust Disclosed balance after: 4,602 Read SEC document |
| April 12, 2021 Filed Feb 10, 2022 23:44 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | OtherCommon Stock | 75 | $90.50 | $6,787.50 |
DisclosureSEC source: 0001248915-22-000056 · primary_doc.xml · nonDerivative · entry 1 Richards Emmet C · CIK 0001434799 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Emmet C. Richards Revocable Trust Disclosed balance after: 4,752 Read SEC document |
| January 12, 2021 Filed Jan 12, 2021 20:31 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | GrantCommon Stock | 75 | $69.12 | $5,184.00 |
DisclosureSEC source: 0001248915-21-000016 · primary_doc.xml · nonDerivative · entry 1 Richards Emmet C · CIK 0001434799 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Emmet C. Richards Revocable Trust Disclosed balance after: 4,527 Read SEC document |
| October 12, 2020 Filed Oct 13, 2020 19:20 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | GrantCommon Stock | 75 | $50.66 | $3,799.50 |
DisclosureSEC source: 0001248915-20-000118 · primary_doc.xml · nonDerivative · entry 1 Richards Emmet C · CIK 0001434799 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Emmet C. Richards Revocable Trust Disclosed balance after: 4,452 Read SEC document |
| July 13, 2020 Filed Jul 15, 2020 18:50 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | GrantCommon Stock | 75 | $55.27 | $4,145.25 |
DisclosureSEC source: 0001248915-20-000099 · primary_doc.xml · nonDerivative · entry 1 Richards Emmet C · CIK 0001434799 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Emmet C. Richards Revocable Trust Disclosed balance after: 4,377 Read SEC document |
| April 13, 2020 Filed Apr 15, 2020 17:23 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | GrantCommon Stock | 75 | $42.69 | $3,201.75 |
DisclosureSEC source: 0001248915-20-000074 · primary_doc.xml · nonDerivative · entry 1 Richards Emmet C · CIK 0001434799 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Emmet C. Richards Revocable Trust Disclosed balance after: 4,302 Read SEC document |
| January 13, 2020 Filed Jan 14, 2020 22:50 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | GrantCommon Stock | 75 | $87.18 | $6,538.50 |
DisclosureSEC source: 0001248915-20-000017 · primary_doc.xml · nonDerivative · entry 1 Richards Emmet C · CIK 0001434799 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Emmet C. Richards Revocable Trust Disclosed balance after: 4,227 Read SEC document |
| October 15, 2019 Filed Oct 16, 2019 22:27 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | GrantCommon Stock | 75 | $80.05 | $6,003.75 |
DisclosureSEC source: 0001453622-19-000018 · primary_doc.xml · nonDerivative · entry 1 Richards Emmet C · CIK 0001434799 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Emmet C. Richards Revocable Trust Disclosed balance after: 4,152 Read SEC document |
| July 12, 2019 Filed Jul 15, 2019 23:14 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | GrantCommon Stock | 75 | $74.62 | $5,596.50 |
DisclosureSEC source: 0001248915-19-000104 · primary_doc.xml · nonDerivative · entry 1 Richards Emmet C · CIK 0001434799 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Emmet C. Richards Revocable Trust Disclosed balance after: 4,077 Read SEC document |
| April 15, 2019 Filed Apr 15, 2019 22:36 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | GrantCommon Stock | 75 | $79.83 | $5,987.25 |
DisclosureSEC source: 0001248915-19-000083 · primary_doc.xml · nonDerivative · entry 1 Richards Emmet C · CIK 0001434799 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Emmet C. Richards Revocable Trust Disclosed balance after: 4,002 Read SEC document |
| January 14, 2019 Filed Jan 14, 2019 23:51 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | GrantCommon Stock | 75 | $72.59 | $5,444.25 |
DisclosureSEC source: 0001248915-19-000022 · primary_doc.xml · nonDerivative · entry 1 Richards Emmet C · CIK 0001434799 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Emmet C. Richards Revocable Trust Disclosed balance after: 3,927 Read SEC document |
| October 12, 2018 Filed Oct 15, 2018 22:29 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | GrantCommon Stock | 75 | $101.48 | $7,611.00 |
DisclosureSEC source: 0001248915-18-000141 · primary_doc.xml · nonDerivative · entry 1 Richards Emmet C · CIK 0001434799 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Emmet C. Richards Revocable Trust Disclosed balance after: 3,852 Read SEC document |
| July 13, 2018 Filed Jul 16, 2018 21:25 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | GrantCommon Stock | 75 | $95.19 | $7,139.25 |
DisclosureSEC source: 0001248915-18-000120 · primary_doc.xml · nonDerivative · entry 1 Richards Emmet C · CIK 0001434799 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Emmet C. Richards Revocable Trust Disclosed balance after: 3,777 Read SEC document |
| April 13, 2018 Filed Apr 17, 2018 00:45 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | GrantCommon Stock | 75 | $98.08 | $7,356.00 |
DisclosureSEC source: 0001248915-18-000091 · primary_doc.xml · nonDerivative · entry 1 Richards Emmet C · CIK 0001434799 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Emmet C. Richards Revocable Trust Disclosed balance after: 3,702 Read SEC document |
| January 12, 2018 Filed Jan 12, 2018 20:50 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | GrantCommon Stock | 75 | $92.70 | $6,952.50 |
DisclosureSEC source: 0001248915-18-000025 · primary_doc.xml · nonDerivative · entry 1 Richards Emmet C · CIK 0001434799 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Emmet C. Richards Revocable Trust Disclosed balance after: 3,627 Read SEC document |
| October 13, 2017 Filed Oct 16, 2017 21:40 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | GrantCommon Stock | 75 | $87.07 | $6,530.25 |
DisclosureSEC source: 0001248915-17-000129 · primary_doc.xml · nonDerivative · entry 1 Richards Emmet C · CIK 0001434799 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Emmet C. Richards Revocable Trust Disclosed balance after: 3,552 Read SEC document |
| July 14, 2017 Filed Jul 17, 2017 21:44 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | GrantCommon Stock | 75 | $82.91 | $6,218.25 |
DisclosureSEC source: 0001248915-17-000106 · primary_doc.xml · nonDerivative · entry 1 Richards Emmet C · CIK 0001434799 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Emmet C. Richards Revocable Trust Disclosed balance after: 3,477 Read SEC document |
| April 14, 2017 Filed Apr 17, 2017 22:01 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | GrantCommon Stock | 75 | $76.61 | $5,745.75 |
DisclosureSEC source: 0001248915-17-000082 · primary_doc.xml · nonDerivative · entry 1 Richards Emmet C · CIK 0001434799 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Emmet C. Richards Revocable Trust Disclosed balance after: 3,402 F1 · balance_after: The total reported in Column 5 has been adjusted to correct an understatement of total holdings by 75 shares first reflected in a Form 4 filed on July 11, 2014. Read SEC document |
| January 13, 2017 Filed Jan 18, 2017 01:47 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | GrantCommon Stock | 75 | $83.49 | $6,261.75 |
DisclosureSEC source: 0001248915-17-000043 · primary_doc.xml · nonDerivative · entry 1 Richards Emmet C · CIK 0001434799 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Emmet C. Richards Revocable Trust Disclosed balance after: 3,252 Read SEC document |
| October 14, 2016 Filed Oct 17, 2016 20:02 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | GrantCommon Stock | 75 | $67.32 | $5,049.00 |
DisclosureSEC source: 0001665940-16-000039 · primary_doc.xml · nonDerivative · entry 1 Richards Emmet C · CIK 0001434799 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Emmet C. Richards Revocable Trust Disclosed balance after: 3,177 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.