Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| AMERICAN ELECTRIC POWER CO INCAEP · Entity 2986 | Executive Vice President | May 01, 2024 | May 02, 2024 |
| BOK FINANCIAL CORPBOKF · Entity 3635 | Director | July 12, 2024 | July 15, 2024 |
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.
AMERICAN ELECTRIC POWER CO INC
Report date May 01, 2024 · Filed May 02, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 13,996 |
Reported balance
After 2024-05-01 transaction · row 1
1 source rowRow 1 · 2024-05-01 · Tax withholding · Disposed 102 · Balance 13,996 F1: A portion of the reporting person's restricted stock units (335) granted on February 21, 2021 vested on May 1, 2024. Upon vesting, 102 restricted stock units were withheld to satisfy the reporting person's tax liability. |
Filing footnotes · ownership attribution and instrument terms
F1: A portion of the reporting person's restricted stock units (335) granted on February 21, 2021 vested on May 1, 2024. Upon vesting, 102 restricted stock units were withheld to satisfy the reporting person's tax liability.
BOK FINANCIAL CORP
Report date July 12, 2024 · Filed July 15, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 974 |
Reported balance
After 2024-07-12 transaction · row 1
1 source rowRow 1 · 2024-07-12 · Grant · Acquired 224 · Balance 974 |
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 12, 2024 Filed Jul 15, 2024 16:47 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | GrantCommon Stock | 224 | $89.26 | $19,994.24 |
DisclosureSEC source: 0001965021-24-000060 · primary_doc.xml · nonDerivative · entry 1 Simmons Peggy · CIK 0001877413 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 974 Read SEC document |
| May 01, 2024 Filed May 2, 2024 17:39 UTC | AMERICAN ELECTRIC POWER CO INC AEP · Entity 2986 | Tax withholdingCommon Stock | 102 | $88.15 | $8,991.30 |
DisclosureSEC source: 0001398889-24-000148 · wk-form4_1714671533.xml · nonDerivative · entry 1 Simmons Peggy · CIK 0001877413 · Executive Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,996 F1 · shares: A portion of the reporting person's restricted stock units (335) granted on February 21, 2021 vested on May 1, 2024. Upon vesting, 102 restricted stock units were withheld to satisfy the reporting person's tax liability. Read SEC document |
| March 22, 2024 Filed Mar 26, 2024 20:39 UTC | AMERICAN ELECTRIC POWER CO INC AEP · Entity 2986 | Tax withholdingCommon Stock | 16 | $83.84 | $1,341.44 |
DisclosureSEC source: 0001398889-24-000104 · wk-form4_1711485580.xml · nonDerivative · entry 1 Simmons Peggy · CIK 0001877413 · Executive Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 14,087 Read SEC document |
| March 01, 2024 Filed Mar 5, 2024 18:56 UTC | AMERICAN ELECTRIC POWER CO INC AEP · Entity 2986 | Tax withholdingCommon Stock | 207 | $0.00 | $0.00 |
DisclosureSEC source: 0001398889-24-000080 · wk-form4_1709664960.xml · nonDerivative · entry 2 Simmons Peggy · CIK 0001877413 · Executive Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 17,036 Read SEC document |
| March 01, 2024 Filed Mar 5, 2024 18:56 UTC | AMERICAN ELECTRIC POWER CO INC AEP · Entity 2986 | GrantCommon Stock | 3,185 | $0.00 | $0.00 |
DisclosureSEC source: 0001398889-24-000080 · wk-form4_1709664960.xml · nonDerivative · entry 1 Simmons Peggy · CIK 0001877413 · Executive Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 17,243 F1 · shares: Performance Share units awarded pursuant to the AEP Long-Term Incentive Plan. The reporting person deferred the receipt of 2,978 vested performance units (net of taxes) into Career Shares (phantom stock) in AEP's Stock Ownership Requirement Plan. The Career Shares become payable upon the reporting person's termination of employment with AEP. Read SEC document |
| February 23, 2024 Filed Feb 27, 2024 18:53 UTC | AMERICAN ELECTRIC POWER CO INC AEP · Entity 2986 | GrantRestricted Stock Units | 3,790 | $0.00 | $0.00 |
DisclosureSEC source: 0001398889-24-000070 · wk-form4_1709060011.xml · nonDerivative · entry 1 Simmons Peggy · CIK 0001877413 · Executive Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 14,058 F1 · security: Each restricted stock unit represents a contingent right to receive AEP common stock upon vesting. The restricted stock units vest in three equal installments on February 21, 2025, February 21, 2026 and February 21, 2027. Read SEC document |
| February 21, 2024 Filed Feb 23, 2024 18:59 UTC | AMERICAN ELECTRIC POWER CO INC AEP · Entity 2986 | Tax withholdingCommon Stock | 373 | $82.56 | $30,794.88 |
DisclosureSEC source: 0001398889-24-000046 · wk-form4_1708714748.xml · nonDerivative · entry 2 Simmons Peggy · CIK 0001877413 · Executive Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,268 F2 · shares: A portion of the reporting person's restricted stock units (1,117) granted on February 20, 2023 vested on February 21, 2024. Upon vesting, 373 restricted stock units were withheld to satisfy the reporting person's tax liability. Read SEC document |
| February 21, 2024 Filed Feb 23, 2024 18:59 UTC | AMERICAN ELECTRIC POWER CO INC AEP · Entity 2986 | Tax withholdingCommon Stock | 106 | $82.56 | $8,751.36 |
DisclosureSEC source: 0001398889-24-000046 · wk-form4_1708714748.xml · nonDerivative · entry 1 Simmons Peggy · CIK 0001877413 · Executive Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,641 F1 · shares: A portion of the reporting person's restricted stock units ( 295) granted on February 21, 2022 vested on February 21, 2024. Upon vesting, 106 restricted stock units were withheld to satisfy the reporting person's tax liability. Read SEC document |
| January 12, 2024 Filed Jan 16, 2024 20:28 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | GrantCommon Stock | 75 | $85.89 | $6,441.75 |
DisclosureSEC source: 0001965021-24-000026 · primary_doc.xml · nonDerivative · entry 1 Simmons Peggy · CIK 0001877413 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 750 Read SEC document |
| October 13, 2023 Filed Oct 17, 2023 14:44 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | GrantCommon Stock | 75 | $79.18 | $5,938.50 |
DisclosureSEC source: 0001965021-23-000015 · primary_doc.xml · nonDerivative · entry 1 Simmons Peggy · CIK 0001877413 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 675 Read SEC document |
| July 13, 2023 Filed Jul 13, 2023 21:26 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | GrantCommon Stock | 75 | $82.05 | $6,153.75 |
DisclosureSEC source: 0001248915-23-000093 · primary_doc.xml · nonDerivative · entry 1 Simmons Peggy · CIK 0001877413 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 600 Read SEC document |
| May 01, 2023 Filed May 2, 2023 20:03 UTC | AMERICAN ELECTRIC POWER CO INC AEP · Entity 2986 | Disposition to issuerCommon Stock | 99 | $92.65 | $9,172.35 |
DisclosureSEC source: 0001398889-23-000122 · wf-form4_168305781962237.xml · nonDerivative · entry 3 Simmons Peggy · CIK 0001877413 · Executive Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,614 F3 · shares: A portion of the reporting person's restricted stock units (323) granted on February 15, 2021 vested on May 1, 2023. Upon vesting, 99 restricted stock units were withheld to satisfy the reporting person's tax liability. Read SEC document |
| May 01, 2023 Filed May 2, 2023 20:03 UTC | AMERICAN ELECTRIC POWER CO INC AEP · Entity 2986 | Tax withholdingCommon Stock | 101 | $92.65 | $9,357.65 |
DisclosureSEC source: 0001398889-23-000122 · wf-form4_168305781962237.xml · nonDerivative · entry 2 Simmons Peggy · CIK 0001877413 · Executive Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,713 F2 · shares: A portion of the reporting person's restricted stock units (329) granted on July 27, 2020 vested on May 1, 2023. Upon vesting, 101 restricted stock units were withheld to satisfy the reporting person's tax liability. Read SEC document |
| May 01, 2023 Filed May 2, 2023 20:03 UTC | AMERICAN ELECTRIC POWER CO INC AEP · Entity 2986 | Tax withholdingCommon Stock | 77 | $92.65 | $7,134.05 |
DisclosureSEC source: 0001398889-23-000122 · wf-form4_168305781962237.xml · nonDerivative · entry 1 Simmons Peggy · CIK 0001877413 · Executive Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,814 F1 · shares: A portion of the reporting person's restricted stock units (252) granted on February 17, 2020 vested on May 1, 2023. Upon vesting, 77 restricted stock units were withheld to satisfy the reporting person's tax liability. Read SEC document |
| April 13, 2023 Filed Apr 14, 2023 17:21 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | GrantCommon Stock | 75 | $85.37 | $6,402.75 |
DisclosureSEC source: 0001248915-23-000071 · primary_doc.xml · nonDerivative · entry 1 Simmons Peggy · CIK 0001877413 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 525 Read SEC document |
| February 23, 2023 Filed Feb 27, 2023 17:40 UTC | AMERICAN ELECTRIC POWER CO INC AEP · Entity 2986 | Tax withholdingCommon Stock | 911 | $0.00 | $0.00 |
DisclosureSEC source: 0001398889-23-000069 · wf-form4_167751964275061.xml · nonDerivative · entry 2 Simmons Peggy · CIK 0001877413 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,853 Read SEC document |
| February 23, 2023 Filed Feb 27, 2023 17:40 UTC | AMERICAN ELECTRIC POWER CO INC AEP · Entity 2986 | GrantCommon Stock | 2,964 | $0.00 | $0.00 |
DisclosureSEC source: 0001398889-23-000069 · wf-form4_167751964275061.xml · nonDerivative · entry 1 Simmons Peggy · CIK 0001877413 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,764 Read SEC document |
| February 21, 2023 Filed Feb 22, 2023 19:57 UTC | AMERICAN ELECTRIC POWER CO INC AEP · Entity 2986 | Tax withholdingRestricted Stock Units | 102 | $90.85 | $9,266.70 |
DisclosureSEC source: 0001398889-23-000044 · wf-form4_167709584800488.xml · nonDerivative · entry 2 Simmons Peggy · CIK 0001877413 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,800 F2 · shares: A portion of the reporting person's restricted stock units (284) granted on February 21, 2022 vested on February 21, 2023. Upon vesting, 102 restricted stock units were withheld to satisfy the reporting person's tax liability. Read SEC document |
| February 20, 2023 Filed Feb 22, 2023 19:57 UTC | AMERICAN ELECTRIC POWER CO INC AEP · Entity 2986 | GrantRestricted Stock Units | 3,246 | $0.00 | $0.00 |
DisclosureSEC source: 0001398889-23-000044 · wf-form4_167709584800488.xml · nonDerivative · entry 1 Simmons Peggy · CIK 0001877413 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,902 F1 · security: Each restricted stock unit represents a contingent right to receive AEP common stock upon vesting. The restricted stock units vest in three equal installments on February 21, 2024, February 21, 2025 and February 21, 2026. Read SEC document |
| January 16, 2023 Filed Jan 18, 2023 15:56 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | GrantCommon Stock | 75 | $102.82 | $7,711.50 |
DisclosureSEC source: 0001248915-23-000030 · primary_doc.xml · nonDerivative · entry 1 Simmons Peggy · CIK 0001877413 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 450 Read SEC document |
| October 12, 2022 Filed Oct 12, 2022 17:59 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | GrantCommon Stock | 75 | $87.76 | $6,582.00 |
DisclosureSEC source: 0001248915-22-000144 · primary_doc.xml · nonDerivative · entry 1 Simmons Peggy · CIK 0001877413 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 375 Read SEC document |
| July 12, 2022 Filed Jul 13, 2022 15:56 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | GrantCommon Stock | 75 | $77.26 | $5,794.50 |
DisclosureSEC source: 0001248915-22-000118 · primary_doc.xml · nonDerivative · entry 1 Simmons Peggy · CIK 0001877413 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 300 Read SEC document |
| April 11, 2022 Filed Apr 12, 2022 20:56 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | GrantCommon Stock | 75 | $96.61 | $7,245.75 |
DisclosureSEC source: 0001248915-22-000095 · primary_doc.xml · nonDerivative · entry 1 Simmons Peggy · CIK 0001877413 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 225 Read SEC document |
| January 10, 2022 Filed Jan 12, 2022 00:02 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | GrantCommon Stock | 75 | $105.06 | $7,879.50 |
DisclosureSEC source: 0001248915-22-000016 · primary_doc.xml · nonDerivative · entry 1 Simmons Peggy · CIK 0001877413 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 150 Read SEC document |
| October 12, 2021 Filed Oct 12, 2021 23:38 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | GrantCommon Stock | 75 | $90.48 | $6,786.00 |
DisclosureSEC source: 0001248915-21-000111 · primary_doc.xml · nonDerivative · entry 1 Simmons Peggy · CIK 0001877413 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 75 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.