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 | 1,915.98 |
Reported balance
After 2026-07-14 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-07-14 · Grant · Acquired 144 · Balance 1,915.98 F1: Includes 44.519 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 44.519 shares of BOKF common stock acquired under a BOKF dividend reinvestment plan since the date of the reporting person's last ownership report.
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 16:46 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | GrantCommon Stock | 144 | $138.55 | $19,951.20 |
DisclosureSEC source: 0001810494-26-000001 · primary_doc.xml · nonDerivative · entry 1 Washington Rose M · CIK 0001810494 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,915.98 F1 · balance_after: Includes 44.519 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 19:45 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | GrantCommon Stock | 207 | $96.38 | $19,950.66 |
DisclosureSEC source: 0001965021-25-000049 · primary_doc.xml · nonDerivative · entry 1 Washington Rose M · CIK 0001810494 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,727.461 F1 · balance_after: Includes 23.079 shares of BOKF common stock acquired under a BOKF dividend reinvestment plan since the date of the reporting person's last ownership report. F2 · balance_after: Includes 1.06 shares of BOKF common stock held through Robinhood. Read SEC document |
| July 12, 2024 Filed Jul 15, 2024 16:55 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | GrantCommon Stock | 224 | $89.26 | $19,994.24 |
DisclosureSEC source: 0001965021-24-000062 · primary_doc.xml · nonDerivative · entry 1 Washington Rose M · CIK 0001810494 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,496.322 F1 · balance_after: Includes 15.803 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 20:37 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | GrantCommon Stock | 75 | $85.89 | $6,441.75 |
DisclosureSEC source: 0001965021-24-000029 · primary_doc.xml · nonDerivative · entry 1 Washington Rose M · CIK 0001810494 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,256.519 F1 · balance_after: Includes 8.905 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 14:54 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | GrantCommon Stock | 75 | $79.18 | $5,938.50 |
DisclosureSEC source: 0001965021-23-000018 · primary_doc.xml · nonDerivative · entry 1 Washington Rose M · CIK 0001810494 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,172.614 F1 · balance_after: Includes 7.174 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 21:33 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | GrantCommon Stock | 75 | $82.05 | $6,153.75 |
DisclosureSEC source: 0001248915-23-000096 · primary_doc.xml · nonDerivative · entry 1 Washington Rose M · CIK 0001810494 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,090.44 F1 · balance_after: Includes 6.545 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 18:00 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | GrantCommon Stock | 75 | $85.37 | $6,402.75 |
DisclosureSEC source: 0001248915-23-000074 · primary_doc.xml · nonDerivative · entry 1 Washington Rose M · CIK 0001810494 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,008.895 F1 · balance_after: Includes 16.641 shares acquired through a BOK Financial Corporation dividend reinvestment plan in which the Reporting Person is a participant. Read SEC document |
| January 16, 2023 Filed Jan 18, 2023 16:01 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | GrantCommon Stock | 75 | $102.82 | $7,711.50 |
DisclosureSEC source: 0001248915-23-000032 · primary_doc.xml · nonDerivative · entry 1 Washington Rose M · CIK 0001810494 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 917.254 Read SEC document |
| November 29, 2022 Filed Nov 29, 2022 22:10 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | OtherCommon Stock | 4.403 | $0.00 | $0.00 |
DisclosureSEC source: 0001248915-22-000160 · primary_doc.xml · nonDerivative · entry 1 Washington Rose M · CIK 0001810494 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 842.254 F1 · kind: These shares were acquired through a BOK Financial Corporation dividend reinvestment plan in which Ms. Washington is a participant. Read SEC document |
| October 12, 2022 Filed Oct 12, 2022 18:06 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | GrantCommon Stock | 75 | $87.76 | $6,582.00 |
DisclosureSEC source: 0001248915-22-000146 · primary_doc.xml · nonDerivative · entry 1 Washington Rose M · CIK 0001810494 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 825 Read SEC document |
| July 12, 2022 Filed Jul 13, 2022 15:59 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | GrantCommon Stock | 75 | $77.26 | $5,794.50 |
DisclosureSEC source: 0001248915-22-000120 · primary_doc.xml · nonDerivative · entry 1 Washington Rose M · CIK 0001810494 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 750 Read SEC document |
| April 11, 2022 Filed Apr 13, 2022 16:22 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | GrantCommon Stock | 75 | $96.61 | $7,245.75 |
DisclosureSEC source: 0001248915-22-000097 · primary_doc.xml · nonDerivative · entry 1 Washington Rose M · CIK 0001810494 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 687.851 Read SEC document |
| January 10, 2022 Filed Jan 12, 2022 00:09 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | GrantCommon Stock | 75 | $105.06 | $7,879.50 |
DisclosureSEC source: 0001248915-22-000018 · primary_doc.xml · nonDerivative · entry 1 Washington Rose M · CIK 0001810494 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 528.602 Read SEC document |
| December 13, 2021 Filed Feb 11, 2022 00:10 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | OtherCommon Stock | 9.249 | $0.00 | $0.00 |
DisclosureSEC source: 0001248915-22-000059 · primary_doc.xml · nonDerivative · entry 2 Washington Rose M · CIK 0001810494 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 537.851 F1 · kind: These shares were acquired through a BOK Financial Corporation dividend reinvestment plan in which Ms. Washington is a participant. Read SEC document |
| October 12, 2021 Filed Oct 12, 2021 23:42 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | GrantCommon Stock | 75 | $90.48 | $6,786.00 |
DisclosureSEC source: 0001248915-21-000113 · primary_doc.xml · nonDerivative · entry 1 Washington Rose M · CIK 0001810494 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 453.602 Read SEC document |
| July 12, 2021 Filed Jul 13, 2021 22:41 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | GrantCommon Stock | 75 | $88.40 | $6,630.00 |
DisclosureSEC source: 0001248915-21-000088 · primary_doc.xml · nonDerivative · entry 1 Washington Rose M · CIK 0001810494 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 378.602 Read SEC document |
| April 12, 2021 Filed Feb 11, 2022 00:10 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | OtherCommon Stock | 75 | $90.50 | $6,787.50 |
DisclosureSEC source: 0001248915-22-000059 · primary_doc.xml · nonDerivative · entry 1 Washington Rose M · CIK 0001810494 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 528.602 Read SEC document |
| January 12, 2021 Filed Jan 12, 2021 20:36 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | GrantCommon Stock | 75 | $69.12 | $5,184.00 |
DisclosureSEC source: 0001248915-21-000019 · primary_doc.xml · nonDerivative · entry 1 Washington Rose M · CIK 0001810494 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 300 Read SEC document |
| December 31, 2020 Filed Feb 16, 2021 23:23 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | OtherCommon Stock | 3.602 | $0.00 | $0.00 |
DisclosureSEC source: 0001248915-21-000046 · primary_doc.xml · nonDerivative · entry 1 Washington Rose M · CIK 0001810494 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 228.602 F1 · kind: These shares were acquired through a BOK Financial Corporation dividend reinvestment plan in which Ms. Washington is a participant. Read SEC document |
| October 12, 2020 Filed Oct 13, 2020 19:31 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | GrantCommon Stock | 75 | $50.66 | $3,799.50 |
DisclosureSEC source: 0001248915-20-000121 · primary_doc.xml · nonDerivative · entry 1 Washington Rose M · CIK 0001810494 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 225 Read SEC document |
| July 13, 2020 Filed Jul 15, 2020 18:58 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | GrantCommon Stock | 75 | $55.27 | $4,145.25 |
DisclosureSEC source: 0001248915-20-000102 · primary_doc.xml · nonDerivative · entry 1 Washington Rose M · CIK 0001810494 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 150 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.