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 | 650 |
Reported balance
After 2026-07-14 transaction · row 1
1 source rowRow 1 · 2026-07-14 · Grant · Acquired 144 · Balance 650 |
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
SOUTHWEST BANCORP INC
Report date October 19, 2017 · Filed October 19, 2017
Section 16 reporting ended · disclosed 2017-10-19. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 0 |
Ending reported balance
After 2017-10-19 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2017-10-19 · Grant · Acquired 407 · Balance 950 Row 2 · 2017-10-19 · Disposition to issuer · Disposed 950 · Balance 0 F1: Disposed of pursuant to merger agreement between issuer and Simmons First National Corporation ("Simmons") in exchange for (1) 0.3903 shares of Simmons common stock having a market value of $59.55 per share on the effective date of the merger and (2) $5.11 in cash per share of issuer common stock disposed. |
Filing footnotes · ownership attribution and instrument terms
F1: Disposed of pursuant to merger agreement between issuer and Simmons First National Corporation ("Simmons") in exchange for (1) 0.3903 shares of Simmons common stock having a market value of $59.55 per share on the effective date of the merger and (2) $5.11 in cash per share of issuer common stock disposed.
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 16:33 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | GrantCommon Stock | 144 | $138.55 | $19,951.20 |
DisclosureSEC source: 0001673452-26-000001 · primary_doc.xml · nonDerivative · entry 1 SHRUM KAYSE M DO · CIK 0001673452 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 650 Read SEC document |
| July 14, 2025 Filed Jul 16, 2025 19:33 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | GrantCommon Stock | 207 | $96.38 | $19,950.66 |
DisclosureSEC source: 0001965021-25-000046 · primary_doc.xml · nonDerivative · entry 1 SHRUM KAYSE M DO · CIK 0001673452 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 506 Read SEC document |
| July 12, 2024 Filed Jul 15, 2024 16:44 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | GrantCommon Stock | 224 | $89.26 | $19,994.24 |
DisclosureSEC source: 0001965021-24-000059 · primary_doc.xml · nonDerivative · entry 1 SHRUM KAYSE M DO · CIK 0001673452 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 299 Read SEC document |
| October 19, 2017 Filed Oct 19, 2017 19:37 UTC | SOUTHWEST BANCORP INC OKSB · Entity 172375 | Disposition to issuerCommon Stock | 950 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000914374-17-000107 · certent-form4.xml · nonDerivative · entry 2 SHRUM KAYSE M DO · CIK 0001673452 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F1 · price: Disposed of pursuant to merger agreement between issuer and Simmons First National Corporation ("Simmons") in exchange for (1) 0.3903 shares of Simmons common stock having a market value of $59.55 per share on the effective date of the merger and (2) $5.11 in cash per share of issuer common stock disposed. Read SEC document |
| October 19, 2017 Filed Oct 19, 2017 19:37 UTC | SOUTHWEST BANCORP INC OKSB · Entity 172375 | GrantCommon Stock | 407 | $0.00 | $0.00 |
DisclosureSEC source: 0000914374-17-000107 · certent-form4.xml · nonDerivative · entry 1 SHRUM KAYSE M DO · CIK 0001673452 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 950 Read SEC document |
| December 20, 2016 Filed Dec 22, 2016 17:22 UTC | SOUTHWEST BANCORP INC OKSB · Entity 172375 | GrantCommon Stock | 543 | $29.10 | $15,801.30 |
DisclosureSEC source: 0000914374-16-000272 · certent-form4.xml · nonDerivative · entry 1 SHRUM KAYSE M DO · CIK 0001673452 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 543 F1 · kind: Award of restricted stock under stock option plan. Vest on 1st anniversary. 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.