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 | IndirectSan Pedro-Sund Joint Revocable Trust | 3,387.677 |
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 3,387.677 F1: Includes 42.958 shares of BOKF common stock acquired under a BOKF dividend reinvestment plan since the date of the reporting person's last ownership report. |
Filing footnotes · ownership attribution and instrument terms
F1: Includes 42.958 shares of BOKF common stock acquired under a BOKF dividend reinvestment plan since the date of the reporting person's last ownership report.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
SONIC CORP
Report date November 30, 2018 · Filed December 10, 2018
Section 16 reporting ended · disclosed 2018-12-10. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 51,183 |
Reported balance
After 2018-11-30 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2018-11-30 · Gift · Disposed 4,610 · Balance 51,183 F2: The total number of shares beneficially owned directly includes 13,663 shares held in the 1991 Sonic Corp. Stock Purchase Plan as of December 7, 2018. |
| Common StockSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2018-12-07 transaction · row 2
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 2 · 2018-12-07 · Disposition to issuer · Disposed 51,183 · Balance 0 F1: Disposed of as a result of the merger pursuant to the previously announced Agreement and Plan of Merger, dated September 24, 2018, by and among the issuer, Inspire Brands, Inc. and SSK Merger Sub, Inc. F2: The total number of shares beneficially owned directly includes 13,663 shares held in the 1991 Sonic Corp. Stock Purchase Plan as of December 7, 2018. |
| Nonqualified Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $6.80 · Expires 2019-01-18 | Direct | 0 |
Reported balance
After 2018-12-07 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2018-12-07 · Disposition to issuer · Disposed 5,495 · Balance 0 F1: Disposed of as a result of the merger pursuant to the previously announced Agreement and Plan of Merger, dated September 24, 2018, by and among the issuer, Inspire Brands, Inc. and SSK Merger Sub, Inc. F3: Fully vested. |
| Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $11.07 · Expires 2020-01-16 | Direct | 0 |
Reported balance
After 2018-12-07 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2018-12-07 · Disposition to issuer · Disposed 10,697 · Balance 0 F4: Previously, ISOs and NQs were reported as separate awards but are combined in this final Form 4 into one award by issue date. F1: Disposed of as a result of the merger pursuant to the previously announced Agreement and Plan of Merger, dated September 24, 2018, by and among the issuer, Inspire Brands, Inc. and SSK Merger Sub, Inc. F3: Fully vested. |
| Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $20.58 · Expires 2021-01-16 | Direct | 0 |
Reported balance
After 2018-12-07 transaction · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · 2018-12-07 · Disposition to issuer · Disposed 7,516 · Balance 0 F4: Previously, ISOs and NQs were reported as separate awards but are combined in this final Form 4 into one award by issue date. F1: Disposed of as a result of the merger pursuant to the previously announced Agreement and Plan of Merger, dated September 24, 2018, by and among the issuer, Inspire Brands, Inc. and SSK Merger Sub, Inc. F3: Fully vested. |
| Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $31.29 · Expires 2022-01-29 | Direct | 0 |
Reported balance
After 2018-12-07 transaction · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · 2018-12-07 · Disposition to issuer · Disposed 7,409 · Balance 0 F4: Previously, ISOs and NQs were reported as separate awards but are combined in this final Form 4 into one award by issue date. F1: Disposed of as a result of the merger pursuant to the previously announced Agreement and Plan of Merger, dated September 24, 2018, by and among the issuer, Inspire Brands, Inc. and SSK Merger Sub, Inc. F3: Fully vested. |
| Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $29.37 · Expires 2023-01-28 | Direct | 0 |
Reported balance
After 2018-12-07 transaction · row 7
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 7 · 2018-12-07 · Disposition to issuer · Disposed 23,112 · Balance 0 F4: Previously, ISOs and NQs were reported as separate awards but are combined in this final Form 4 into one award by issue date. F1: Disposed of as a result of the merger pursuant to the previously announced Agreement and Plan of Merger, dated September 24, 2018, by and among the issuer, Inspire Brands, Inc. and SSK Merger Sub, Inc. F3: Fully vested. |
| Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $25.40 · Expires 2024-01-19 | Direct | 0 |
Reported balance
After 2018-12-07 transaction · row 8
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 8 · 2018-12-07 · Disposition to issuer · Disposed 33,373 · Balance 0 F4: Previously, ISOs and NQs were reported as separate awards but are combined in this final Form 4 into one award by issue date. F1: Disposed of as a result of the merger pursuant to the previously announced Agreement and Plan of Merger, dated September 24, 2018, by and among the issuer, Inspire Brands, Inc. and SSK Merger Sub, Inc. F3: Fully vested. |
| Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $25.84 · Expires 2025-01-31 | Direct | 0 |
Reported balance
After 2018-12-07 transaction · row 9
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 9 · 2018-12-07 · Disposition to issuer · Disposed 58,837 · Balance 0 F4: Previously, ISOs and NQs were reported as separate awards but are combined in this final Form 4 into one award by issue date. F1: Disposed of as a result of the merger pursuant to the previously announced Agreement and Plan of Merger, dated September 24, 2018, by and among the issuer, Inspire Brands, Inc. and SSK Merger Sub, Inc. F3: Fully vested. |
Filing footnotes · ownership attribution and instrument terms
F1: Disposed of as a result of the merger pursuant to the previously announced Agreement and Plan of Merger, dated September 24, 2018, by and among the issuer, Inspire Brands, Inc. and SSK Merger Sub, Inc.
F2: The total number of shares beneficially owned directly includes 13,663 shares held in the 1991 Sonic Corp. Stock Purchase Plan as of December 7, 2018.
F3: Fully vested.
F4: Previously, ISOs and NQs were reported as separate awards but are combined in this final Form 4 into one award by issue date.
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 16:30 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | GrantCommon Stock | 144 | $138.55 | $19,951.20 |
DisclosureSEC source: 0001388733-26-000001 · primary_doc.xml · nonDerivative · entry 1 San Pedro Claudia · CIK 0001388733 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · San Pedro-Sund Joint Revocable Trust Disclosed balance after: 3,387.677 F1 · balance_after: Includes 42.958 shares of BOKF common stock acquired under a BOKF dividend reinvestment plan since the date of the reporting person's last ownership report. Read SEC document |
| July 14, 2025 Filed Jul 16, 2025 19:30 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | GrantCommon Stock | 207 | $96.38 | $19,950.66 |
DisclosureSEC source: 0001965021-25-000045 · primary_doc.xml · nonDerivative · entry 1 San Pedro Claudia · CIK 0001388733 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · San Pedro-Sund Joint Revocable Trust Disclosed balance after: 3,200.719 F1 · balance_after: Includes 24.604 shares of BOKF common stock acquired under a BOKF dividend reinvestment plan since the date of the reporting person's last ownership report. Read SEC document |
| July 12, 2024 Filed Jul 15, 2024 16:38 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | GrantCommon Stock | 224 | $89.26 | $19,994.24 |
DisclosureSEC source: 0001965021-24-000058 · primary_doc.xml · nonDerivative · entry 1 San Pedro Claudia · CIK 0001388733 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · San Pedro-Sund Joint Revocable Trust Disclosed balance after: 2,969.115 F1 · balance_after: Includes 19.821 shares of BOKF common stock acquired under a BOKF dividend reinvestment plan since the date of the reporting person's last ownership report. Read SEC document |
| January 12, 2024 Filed Jan 16, 2024 20:34 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | GrantCommon Stock | 75 | $85.89 | $6,441.75 |
DisclosureSEC source: 0001965021-24-000028 · primary_doc.xml · nonDerivative · entry 1 San Pedro Claudia · CIK 0001388733 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · San Pedro-Sund Joint Revocable Trust Disclosed balance after: 2,725.294 F1 · balance_after: Includes 11.881 shares of BOKF common stock acquired under a BOKF dividend reinvestment plan since the date of the reporting person's last ownership report. Read SEC document |
| October 13, 2023 Filed Oct 17, 2023 14:51 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | GrantCommon Stock | 75 | $79.18 | $5,938.50 |
DisclosureSEC source: 0001965021-23-000017 · primary_doc.xml · nonDerivative · entry 1 San Pedro Claudia · CIK 0001388733 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · San Pedro-Sund Joint Revocable Trust Disclosed balance after: 2,638.413 F1 · balance_after: Includes 10.227 shares acquired on September 1, 2023 through a BOK Financial Corporation dividend reinvestment plan in which the Reporting Person is a participant. Read SEC document |
| July 13, 2023 Filed Jul 13, 2023 21:31 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | GrantCommon Stock | 75 | $82.05 | $6,153.75 |
DisclosureSEC source: 0001248915-23-000095 · primary_doc.xml · nonDerivative · entry 1 San Pedro Claudia · CIK 0001388733 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · San Pedro-Sund Joint Revocable Trust Disclosed balance after: 2,553.186 F1 · balance_after: Includes 9.536 shares acquired on June 1, 2023 through a BOK Financial Corporation dividend reinvestment plan in which the Reporting Person is a participant. Read SEC document |
| April 13, 2023 Filed Apr 14, 2023 17:56 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | GrantCommon Stock | 75 | $85.37 | $6,402.75 |
DisclosureSEC source: 0001248915-23-000073 · primary_doc.xml · nonDerivative · entry 1 San Pedro Claudia · CIK 0001388733 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · San Pedro-Sund Joint Revocable Trust Disclosed balance after: 2,468.65 F1 · balance_after: Includes 7.047 shares acquired on March 2, 2023 through a BOK Financial Corporation dividend reinvestment plan in which the Reporting Person is a participant. Read SEC document |
| February 08, 2023 Filed Feb 8, 2023 22:51 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | PurchaseCommon Stock | 1,000 | $103.66 | $103,660.00 |
DisclosureSEC source: 0001248915-23-000036 · primary_doc.xml · nonDerivative · entry 1 San Pedro Claudia · CIK 0001388733 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · San Pedro-Sund Joint Revocable Trust Disclosed balance after: 2,386.603 F1 · balance_after: Includes 36.603 shares of BOKF common stock acquired through a BOK Financial Corporation dividend reinvestment plan in which Ms. San Pedro is a participant. Read SEC document |
| January 16, 2023 Filed Jan 18, 2023 15:54 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | GrantCommon Stock | 75 | $102.82 | $7,711.50 |
DisclosureSEC source: 0001248915-23-000029 · primary_doc.xml · nonDerivative · entry 1 San Pedro Claudia · CIK 0001388733 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · San Pedro-Sund Joint Revocable Trust Disclosed balance after: 1,366.913 Read SEC document |
| November 29, 2022 Filed Nov 29, 2022 22:06 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | OtherCommon Stock | 6.77 | $0.00 | $0.00 |
DisclosureSEC source: 0001248915-22-000159 · primary_doc.xml · nonDerivative · entry 1 San Pedro Claudia · CIK 0001388733 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · San Pedro-Sund Joint Revocable Trust Disclosed balance after: 1,291.913 F1 · kind: These shares were acquired through a BOK Financial Corporation dividend reinvestment plan in which Ms. San Pedro is a participant. Read SEC document |
| October 12, 2022 Filed Oct 12, 2022 17:56 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | GrantCommon Stock | 75 | $87.76 | $6,582.00 |
DisclosureSEC source: 0001248915-22-000143 · primary_doc.xml · nonDerivative · entry 1 San Pedro Claudia · CIK 0001388733 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · San Pedro-Sund Joint Revocable Trust Disclosed balance after: 1,275 Read SEC document |
| July 12, 2022 Filed Jul 13, 2022 15:54 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | GrantCommon Stock | 75 | $77.26 | $5,794.50 |
DisclosureSEC source: 0001248915-22-000117 · primary_doc.xml · nonDerivative · entry 1 San Pedro Claudia · CIK 0001388733 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · San Pedro-Sund Joint Revocable Trust Disclosed balance after: 1,200 Read SEC document |
| April 11, 2022 Filed Apr 12, 2022 20:52 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | GrantCommon Stock | 75 | $96.61 | $7,245.75 |
DisclosureSEC source: 0001248915-22-000094 · primary_doc.xml · nonDerivative · entry 1 San Pedro Claudia · CIK 0001388733 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · San Pedro-Sund Joint Revocable Trust Disclosed balance after: 1,125 Read SEC document |
| January 10, 2022 Filed Jan 12, 2022 00:00 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | GrantCommon Stock | 75 | $105.06 | $7,879.50 |
DisclosureSEC source: 0001248915-22-000015 · primary_doc.xml · nonDerivative · entry 1 San Pedro Claudia · CIK 0001388733 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · San Pedro-Sund Joint Revocable Trust Disclosed balance after: 975 Read SEC document |
| December 31, 2021 Filed Feb 10, 2022 23:50 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | OtherCommon Stock | 10.143 | $0.00 | $0.00 |
DisclosureSEC source: 0001248915-22-000057 · primary_doc.xml · nonDerivative · entry 2 San Pedro Claudia · CIK 0001388733 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · San Pedro-Sund Joint Revocable Trust Disclosed balance after: 985.143 F1 · kind: These shares were acquired through a BOK Financial Corporation dividend reinvestment plan in which Ms. San Pedro is a participant. Read SEC document |
| October 12, 2021 Filed Oct 12, 2021 23:36 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | GrantCommon Stock | 75 | $90.48 | $6,786.00 |
DisclosureSEC source: 0001248915-21-000110 · primary_doc.xml · nonDerivative · entry 1 San Pedro Claudia · CIK 0001388733 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · San Pedro-Sund Joint Revocable Trust Disclosed balance after: 900 Read SEC document |
| July 12, 2021 Filed Jul 13, 2021 22:37 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | GrantCommon Stock | 75 | $88.40 | $6,630.00 |
DisclosureSEC source: 0001248915-21-000086 · primary_doc.xml · nonDerivative · entry 1 San Pedro Claudia · CIK 0001388733 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · San Pedro-Sund Joint Revocable Trust Disclosed balance after: 825 Read SEC document |
| April 12, 2021 Filed Feb 10, 2022 23:50 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | OtherCommon Stock | 75 | $90.50 | $6,787.50 |
DisclosureSEC source: 0001248915-22-000057 · primary_doc.xml · nonDerivative · entry 1 San Pedro Claudia · CIK 0001388733 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · San Pedro-Sund Joint Revocable Trust Disclosed balance after: 975 Read SEC document |
| January 12, 2021 Filed Jan 12, 2021 20:33 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | GrantCommon Stock | 75 | $69.12 | $5,184.00 |
DisclosureSEC source: 0001248915-21-000017 · primary_doc.xml · nonDerivative · entry 1 San Pedro Claudia · CIK 0001388733 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · San Pedro-Sund Joint Revocable Trust Disclosed balance after: 750 Read SEC document |
| October 12, 2020 Filed Oct 13, 2020 19:24 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | GrantCommon Stock | 75 | $50.66 | $3,799.50 |
DisclosureSEC source: 0001248915-20-000119 · primary_doc.xml · nonDerivative · entry 1 San Pedro Claudia · CIK 0001388733 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · San Pedro-Sund Joint Revocable Trust Disclosed balance after: 675 Read SEC document |
| July 13, 2020 Filed Jul 15, 2020 18:53 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | GrantCommon Stock | 75 | $55.27 | $4,145.25 |
DisclosureSEC source: 0001248915-20-000100 · primary_doc.xml · nonDerivative · entry 1 San Pedro Claudia · CIK 0001388733 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · San Pedro-Sund Joint Revocable Trust Disclosed balance after: 600 Read SEC document |
| April 13, 2020 Filed Apr 15, 2020 17:25 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | GrantCommon Stock | 75 | $42.69 | $3,201.75 |
DisclosureSEC source: 0001248915-20-000075 · primary_doc.xml · nonDerivative · entry 1 San Pedro Claudia · CIK 0001388733 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · San Pedro-Sund Joint Revocable Trust Disclosed balance after: 525 Read SEC document |
| January 13, 2020 Filed Jan 14, 2020 22:52 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | GrantCommon Stock | 75 | $87.18 | $6,538.50 |
DisclosureSEC source: 0001248915-20-000018 · primary_doc.xml · nonDerivative · entry 1 San Pedro Claudia · CIK 0001388733 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · San Pedro-Sund Joint Revocable Trust Disclosed balance after: 450 Read SEC document |
| October 15, 2019 Filed Oct 16, 2019 22:30 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | GrantCommon Stock | 75 | $80.05 | $6,003.75 |
DisclosureSEC source: 0001453622-19-000019 · primary_doc.xml · nonDerivative · entry 1 San Pedro Claudia · CIK 0001388733 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · San Pedro-Sund Joint Revocable Trust Disclosed balance after: 375 Read SEC document |
| July 12, 2019 Filed Jul 15, 2019 23:17 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | GrantCommon Stock | 75 | $74.62 | $5,596.50 |
DisclosureSEC source: 0001248915-19-000105 · primary_doc.xml · nonDerivative · entry 1 San Pedro Claudia · CIK 0001388733 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · San Pedro-Sund Joint Revocable Trust Disclosed balance after: 300 Read SEC document |
| December 07, 2018 Filed Dec 10, 2018 14:35 UTC | SONIC CORP SONC · Entity 161949 | Disposition to issuerStock Option (right to buy) · Derivative | 58,837 | $43.50 Strike: $25.84 | $2,559,409.50 |
DisclosureSEC source: 0001567619-18-007570 · doc1.xml · derivative · entry 9 San Pedro Claudia · CIK 0001388733 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 58,837 shares Expires 2025-01-31 F4 · security: Previously, ISOs and NQs were reported as separate awards but are combined in this final Form 4 into one award by issue date. F1 · kind: Disposed of as a result of the merger pursuant to the previously announced Agreement and Plan of Merger, dated September 24, 2018, by and among the issuer, Inspire Brands, Inc. and SSK Merger Sub, Inc. F3 · derivative.exercise_date: Fully vested. Read SEC document |
| December 07, 2018 Filed Dec 10, 2018 14:35 UTC | SONIC CORP SONC · Entity 161949 | Disposition to issuerStock Option (right to buy) · Derivative | 33,373 | $43.50 Strike: $25.40 | $1,451,725.50 |
DisclosureSEC source: 0001567619-18-007570 · doc1.xml · derivative · entry 8 San Pedro Claudia · CIK 0001388733 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 33,373 shares Expires 2024-01-19 F4 · security: Previously, ISOs and NQs were reported as separate awards but are combined in this final Form 4 into one award by issue date. F1 · kind: Disposed of as a result of the merger pursuant to the previously announced Agreement and Plan of Merger, dated September 24, 2018, by and among the issuer, Inspire Brands, Inc. and SSK Merger Sub, Inc. F3 · derivative.exercise_date: Fully vested. Read SEC document |
| December 07, 2018 Filed Dec 10, 2018 14:35 UTC | SONIC CORP SONC · Entity 161949 | Disposition to issuerStock Option (right to buy) · Derivative | 23,112 | $43.50 Strike: $29.37 | $1,005,372.00 |
DisclosureSEC source: 0001567619-18-007570 · doc1.xml · derivative · entry 7 San Pedro Claudia · CIK 0001388733 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 23,112 shares Expires 2023-01-28 F4 · security: Previously, ISOs and NQs were reported as separate awards but are combined in this final Form 4 into one award by issue date. F1 · kind: Disposed of as a result of the merger pursuant to the previously announced Agreement and Plan of Merger, dated September 24, 2018, by and among the issuer, Inspire Brands, Inc. and SSK Merger Sub, Inc. F3 · derivative.exercise_date: Fully vested. Read SEC document |
| December 07, 2018 Filed Dec 10, 2018 14:35 UTC | SONIC CORP SONC · Entity 161949 | Disposition to issuerStock Option (right to buy) · Derivative | 7,409 | $43.50 Strike: $31.29 | $322,291.50 |
DisclosureSEC source: 0001567619-18-007570 · doc1.xml · derivative · entry 6 San Pedro Claudia · CIK 0001388733 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 7,409 shares Expires 2022-01-29 F4 · security: Previously, ISOs and NQs were reported as separate awards but are combined in this final Form 4 into one award by issue date. F1 · kind: Disposed of as a result of the merger pursuant to the previously announced Agreement and Plan of Merger, dated September 24, 2018, by and among the issuer, Inspire Brands, Inc. and SSK Merger Sub, Inc. F3 · derivative.exercise_date: Fully vested. Read SEC document |
| December 07, 2018 Filed Dec 10, 2018 14:35 UTC | SONIC CORP SONC · Entity 161949 | Disposition to issuerStock Option (right to buy) · Derivative | 7,516 | $43.50 Strike: $20.58 | $326,946.00 |
DisclosureSEC source: 0001567619-18-007570 · doc1.xml · derivative · entry 5 San Pedro Claudia · CIK 0001388733 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 7,516 shares Expires 2021-01-16 F4 · security: Previously, ISOs and NQs were reported as separate awards but are combined in this final Form 4 into one award by issue date. F1 · kind: Disposed of as a result of the merger pursuant to the previously announced Agreement and Plan of Merger, dated September 24, 2018, by and among the issuer, Inspire Brands, Inc. and SSK Merger Sub, Inc. F3 · derivative.exercise_date: Fully vested. Read SEC document |
| December 07, 2018 Filed Dec 10, 2018 14:35 UTC | SONIC CORP SONC · Entity 161949 | Disposition to issuerStock Option (right to buy) · Derivative | 10,697 | $43.50 Strike: $11.07 | $465,319.50 |
DisclosureSEC source: 0001567619-18-007570 · doc1.xml · derivative · entry 4 San Pedro Claudia · CIK 0001388733 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 10,697 shares Expires 2020-01-16 F4 · security: Previously, ISOs and NQs were reported as separate awards but are combined in this final Form 4 into one award by issue date. F1 · kind: Disposed of as a result of the merger pursuant to the previously announced Agreement and Plan of Merger, dated September 24, 2018, by and among the issuer, Inspire Brands, Inc. and SSK Merger Sub, Inc. F3 · derivative.exercise_date: Fully vested. Read SEC document |
| December 07, 2018 Filed Dec 10, 2018 14:35 UTC | SONIC CORP SONC · Entity 161949 | Disposition to issuerNonqualified Stock Option (right to buy) · Derivative | 5,495 | $43.50 Strike: $6.80 | $239,032.50 |
DisclosureSEC source: 0001567619-18-007570 · doc1.xml · derivative · entry 3 San Pedro Claudia · CIK 0001388733 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 5,495 shares Expires 2019-01-18 F1 · kind: Disposed of as a result of the merger pursuant to the previously announced Agreement and Plan of Merger, dated September 24, 2018, by and among the issuer, Inspire Brands, Inc. and SSK Merger Sub, Inc. F3 · derivative.exercise_date: Fully vested. Read SEC document |
| December 07, 2018 Filed Dec 10, 2018 14:35 UTC | SONIC CORP SONC · Entity 161949 | Disposition to issuerCommon Stock | 51,183 | $43.50 | $2,226,460.50 |
DisclosureSEC source: 0001567619-18-007570 · doc1.xml · nonDerivative · entry 2 San Pedro Claudia · CIK 0001388733 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F1 · kind: Disposed of as a result of the merger pursuant to the previously announced Agreement and Plan of Merger, dated September 24, 2018, by and among the issuer, Inspire Brands, Inc. and SSK Merger Sub, Inc. F2 · shares: The total number of shares beneficially owned directly includes 13,663 shares held in the 1991 Sonic Corp. Stock Purchase Plan as of December 7, 2018. Read SEC document |
| November 30, 2018 Filed Dec 10, 2018 14:35 UTC | SONIC CORP SONC · Entity 161949 | GiftCommon Stock | 4,610 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-18-007570 · doc1.xml · nonDerivative · entry 1 San Pedro Claudia · CIK 0001388733 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 51,183 F2 · balance_after: The total number of shares beneficially owned directly includes 13,663 shares held in the 1991 Sonic Corp. Stock Purchase Plan as of December 7, 2018. Read SEC document |
| August 31, 2018 Filed Sep 4, 2018 17:48 UTC | SONIC CORP SONC · Entity 161949 | Exercise / conversionRestricted Stock Units · Derivative | 10,000 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001567619-18-002075 · doc1.xml · derivative · entry 2 San Pedro Claudia · CIK 0001388733 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 10,000 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. F2 · derivative.exercise_date: Shares vested on August 31, 2018 in accordance with the terms of Restricted Stock Units granted August 6, 2015, and were issued in shares of Sonic Corp. common stock on a one-for-one basis, subject to certain restrictions. F2 · derivative.expiration_date: Shares vested on August 31, 2018 in accordance with the terms of Restricted Stock Units granted August 6, 2015, and were issued in shares of Sonic Corp. common stock on a one-for-one basis, subject to certain restrictions. Read SEC document |
| August 31, 2018 Filed Sep 4, 2018 17:48 UTC | SONIC CORP SONC · Entity 161949 | Exercise / conversionCommon Stock | 10,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-18-002075 · doc1.xml · nonDerivative · entry 1 San Pedro Claudia · CIK 0001388733 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 55,793 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 · balance_after: The total number of shares beneficially owned directly includes 13,663 shares held in the 1991 Sonic Corp. Stock Purchase Plan as of August 31, 2018. Read SEC document |
| January 31, 2018 Filed Feb 2, 2018 13:38 UTC | SONIC CORP SONC · Entity 161949 | GrantNonqualified Stock Option (right to buy) · Derivative | 54,968 | $0.00 Strike: $25.84 | $0.00 |
DisclosureSEC source: 0001140361-18-004659 · doc1.xml · derivative · entry 3 San Pedro Claudia · CIK 0001388733 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 54,968 Underlying: Common Stock · 54,968 shares Expires 2025-01-31 F2 · derivative.exercise_date: One-third of the total number of options granted January 31, 2018 will vest on each of the first three anniversary dates following the grant date. Read SEC document |
| January 31, 2018 Filed Feb 2, 2018 13:38 UTC | SONIC CORP SONC · Entity 161949 | GrantIncentive Stock Option (right to buy) · Derivative | 3,869 | $0.00 Strike: $25.84 | $0.00 |
DisclosureSEC source: 0001140361-18-004659 · doc1.xml · derivative · entry 2 San Pedro Claudia · CIK 0001388733 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,869 Underlying: Common Stock · 3,869 shares Expires 2025-01-31 F2 · derivative.exercise_date: One-third of the total number of options granted January 31, 2018 will vest on each of the first three anniversary dates following the grant date. Read SEC document |
| November 17, 2017 Filed Nov 17, 2017 15:47 UTC | SONIC CORP SONC · Entity 161949 | Exercise / conversionNon-qualified Stock Option (right to buy) · Derivative | 10,987 | $0.00 Strike: $6.80 | $0.00 |
DisclosureSEC source: 0001140361-17-043199 · doc1.xml · derivative · entry 6 San Pedro Claudia · CIK 0001388733 · Executive Vice Pres. and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 10,987 shares Expires 2019-01-18 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 17, 2017 Filed Nov 17, 2017 15:47 UTC | SONIC CORP SONC · Entity 161949 | Exercise / conversionNonqualified Stock Option (right to buy) · Derivative | 5,669 | $0.00 Strike: $11.19 | $0.00 |
DisclosureSEC source: 0001140361-17-043199 · doc1.xml · derivative · entry 5 San Pedro Claudia · CIK 0001388733 · Executive Vice Pres. and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 5,669 shares Expires 2018-01-06 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 17, 2017 Filed Nov 17, 2017 15:47 UTC | SONIC CORP SONC · Entity 161949 | Exercise / conversionIncentive Stock Option (right to buy) · Derivative | 4,442 | $0.00 Strike: $11.19 | $0.00 |
DisclosureSEC source: 0001140361-17-043199 · doc1.xml · derivative · entry 4 San Pedro Claudia · CIK 0001388733 · Executive Vice Pres. and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 4,442 shares Expires 2018-01-06 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 17, 2017 Filed Nov 17, 2017 15:47 UTC | SONIC CORP SONC · Entity 161949 | Tax withholdingCommon Stock | 8,643 | $24.57 | $212,358.51 |
DisclosureSEC source: 0001140361-17-043199 · doc1.xml · nonDerivative · entry 3 San Pedro Claudia · CIK 0001388733 · Executive Vice Pres. and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 44,506 F1 · balance_after: The total number of shares beneficially owned directly includes 12,376 shares held in the 1991 Sonic Corp. Stock Purchase Plan as of November 16, 2017. Read SEC document |
| November 17, 2017 Filed Nov 17, 2017 15:47 UTC | SONIC CORP SONC · Entity 161949 | Exercise / conversionCommon Stock | 10,987 | $6.80 | $74,711.60 |
DisclosureSEC source: 0001140361-17-043199 · doc1.xml · nonDerivative · entry 2 San Pedro Claudia · CIK 0001388733 · Executive Vice Pres. and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 53,149 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 · balance_after: The total number of shares beneficially owned directly includes 12,376 shares held in the 1991 Sonic Corp. Stock Purchase Plan as of November 16, 2017. Read SEC document |
| November 17, 2017 Filed Nov 17, 2017 15:47 UTC | SONIC CORP SONC · Entity 161949 | Exercise / conversionCommon Stock | 10,111 | $11.19 | $113,142.09 |
DisclosureSEC source: 0001140361-17-043199 · doc1.xml · nonDerivative · entry 1 San Pedro Claudia · CIK 0001388733 · Executive Vice Pres. and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 42,162 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 · balance_after: The total number of shares beneficially owned directly includes 12,376 shares held in the 1991 Sonic Corp. Stock Purchase Plan as of November 16, 2017. Read SEC document |
| January 19, 2017 Filed Jan 23, 2017 15:53 UTC | SONIC CORP SONC · Entity 161949 | GrantNon-qualified Stock Option (right to buy) · Derivative | 29,436 | $0.00 Strike: $25.40 | $0.00 |
DisclosureSEC source: 0001140361-17-002536 · doc1.xml · derivative · entry 3 San Pedro Claudia · CIK 0001388733 · Executive Vice Pres. and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,436 Underlying: Common Stock · 29,436 shares Expires 2024-01-19 F2 · derivative.exercise_date: One-third of the total number of options granted on January 19, 2017 will vest on each of the first three anniversary dates following the grant date. Read SEC document |
| January 19, 2017 Filed Jan 23, 2017 15:53 UTC | SONIC CORP SONC · Entity 161949 | GrantIncentive Stock Option (right to buy) · Derivative | 3,937 | $0.00 Strike: $25.40 | $0.00 |
DisclosureSEC source: 0001140361-17-002536 · doc1.xml · derivative · entry 2 San Pedro Claudia · CIK 0001388733 · Executive Vice Pres. and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,937 Underlying: Common Stock · 3,937 shares Expires 2024-01-19 F2 · derivative.exercise_date: One-third of the total number of options granted on January 19, 2017 will vest on each of the first three anniversary dates following the grant date. Read SEC document |
| January 10, 2017 Filed Jan 12, 2017 16:19 UTC | SONIC CORP SONC · Entity 161949 | Exercise / conversionNon-qualified Stock Option (right to buy) · Derivative | 2,167 | $0.00 Strike: $8.74 | $0.00 |
DisclosureSEC source: 0001140361-17-001703 · doc1.xml · derivative · entry 3 San Pedro Claudia · CIK 0001388733 · Executive Vice Pres. and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 2,167 shares Expires 2017-01-14 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 |
| January 10, 2017 Filed Jan 12, 2017 16:19 UTC | SONIC CORP SONC · Entity 161949 | Exercise / conversionIncentive Stock Option (right to buy) · Derivative | 11,925 | $0.00 Strike: $8.74 | $0.00 |
DisclosureSEC source: 0001140361-17-001703 · doc1.xml · derivative · entry 2 San Pedro Claudia · CIK 0001388733 · Executive Vice Pres. and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 11,925 shares Expires 2017-01-14 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 |
| January 10, 2017 Filed Jan 12, 2017 16:19 UTC | SONIC CORP SONC · Entity 161949 | Exercise / conversionCommon Stock | 14,092 | $8.74 | $123,164.08 |
DisclosureSEC source: 0001140361-17-001703 · doc1.xml · nonDerivative · entry 1 San Pedro Claudia · CIK 0001388733 · Executive Vice Pres. and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,909 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 · balance_after: The total number of shares beneficially owned directly includes 11,234 shares held in the 1991 Sonic Corp. Stock Purchase Plan as of January 10, 2017. 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.