Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| BOK FINANCIAL CORPBOKF · Entity 3635 | Director | January 12, 2024 | January 16, 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.
BOK FINANCIAL CORP
Report date January 12, 2024 · Filed January 16, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 6,982 |
Reported balance
After 2024-01-12 transaction · row 1
1 source rowRow 1 · 2024-01-12 · Grant · Acquired 75 · Balance 6,982 |
| Common StockSEC Table I · non-derivative | IndirectTomahawk Springs, Ltd | 450 |
Reported balance
Holding disclosure · report date 2024-01-12 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 450 |
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 |
|---|---|---|---|---|---|---|
| January 12, 2024 Filed Jan 16, 2024 20:14 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | GrantCommon Stock | 75 | $85.89 | $6,441.75 |
DisclosureSEC source: 0001965021-24-000020 · primary_doc.xml · nonDerivative · entry 1 Hawthorne Douglas D. · CIK 0001576867 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,982 Read SEC document |
| November 07, 2023 Filed Nov 7, 2023 23:31 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | PurchaseCommon Stock | 1,000 | $69.74 | $69,742.00 |
DisclosureSEC source: 0001965021-23-000020 · primary_doc.xml · nonDerivative · entry 1 Hawthorne Douglas D. · CIK 0001576867 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,907 Read SEC document |
| October 13, 2023 Filed Oct 17, 2023 14:31 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | GrantCommon Stock | 75 | $79.18 | $5,938.50 |
DisclosureSEC source: 0001965021-23-000009 · primary_doc.xml · nonDerivative · entry 1 Hawthorne Douglas D. · CIK 0001576867 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,907 Read SEC document |
| July 13, 2023 Filed Jul 13, 2023 21:10 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | GrantCommon Stock | 75 | $82.05 | $6,153.75 |
DisclosureSEC source: 0001248915-23-000087 · primary_doc.xml · nonDerivative · entry 1 Hawthorne Douglas D. · CIK 0001576867 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,832 Read SEC document |
| April 13, 2023 Filed Apr 14, 2023 16:36 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | GrantCommon Stock | 75 | $85.37 | $6,402.75 |
DisclosureSEC source: 0001248915-23-000065 · primary_doc.xml · nonDerivative · entry 1 Hawthorne Douglas D. · CIK 0001576867 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,757 Read SEC document |
| January 16, 2023 Filed Jan 18, 2023 15:34 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | GrantCommon Stock | 75 | $102.82 | $7,711.50 |
DisclosureSEC source: 0001248915-23-000023 · primary_doc.xml · nonDerivative · entry 1 Hawthorne Douglas D. · CIK 0001576867 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,682 Read SEC document |
| November 22, 2022 Filed Nov 23, 2022 21:42 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | GiftCommon Stock | 1,432 | $0.00 | $0.00 |
DisclosureSEC source: 0001248915-22-000156 · primary_doc.xml · nonDerivative · entry 1 Hawthorne Douglas D. · CIK 0001576867 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,607 F1 · kind: The transaction reported involved a gift by the reporting person of 1,432 shares of common stock to a charitable donor advised fund. Read SEC document |
| October 12, 2022 Filed Oct 12, 2022 17:26 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | GrantCommon Stock | 75 | $87.76 | $6,582.00 |
DisclosureSEC source: 0001248915-22-000137 · primary_doc.xml · nonDerivative · entry 1 Hawthorne Douglas D. · CIK 0001576867 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,039 Read SEC document |
| July 12, 2022 Filed Jul 13, 2022 15:38 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | GrantCommon Stock | 75 | $77.26 | $5,794.50 |
DisclosureSEC source: 0001248915-22-000111 · primary_doc.xml · nonDerivative · entry 1 Hawthorne Douglas D. · CIK 0001576867 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,964 Read SEC document |
| April 11, 2022 Filed Apr 12, 2022 20:07 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | GrantCommon Stock | 75 | $96.61 | $7,245.75 |
DisclosureSEC source: 0001248915-22-000088 · primary_doc.xml · nonDerivative · entry 1 Hawthorne Douglas D. · CIK 0001576867 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,889 Read SEC document |
| January 10, 2022 Filed Jan 11, 2022 23:27 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | GrantCommon Stock | 75 | $105.06 | $7,879.50 |
DisclosureSEC source: 0001248915-22-000010 · primary_doc.xml · nonDerivative · entry 1 Hawthorne Douglas D. · CIK 0001576867 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,739 Read SEC document |
| October 12, 2021 Filed Oct 12, 2021 23:24 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | GrantCommon Stock | 75 | $90.48 | $6,786.00 |
DisclosureSEC source: 0001248915-21-000104 · primary_doc.xml · nonDerivative · entry 1 Hawthorne Douglas D. · CIK 0001576867 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,664 Read SEC document |
| July 12, 2021 Filed Jul 13, 2021 21:35 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | GrantCommon Stock | 75 | $88.40 | $6,630.00 |
DisclosureSEC source: 0001248915-21-000080 · primary_doc.xml · nonDerivative · entry 1 Hawthorne Douglas D. · CIK 0001576867 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,589 Read SEC document |
| April 12, 2021 Filed Feb 10, 2022 22:15 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | OtherCommon Stock | 75 | $90.50 | $6,787.50 |
DisclosureSEC source: 0001248915-22-000046 · primary_doc.xml · nonDerivative · entry 1 Hawthorne Douglas D. · CIK 0001576867 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,739 Read SEC document |
| January 12, 2021 Filed Jan 12, 2021 20:18 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | GrantCommon Stock | 75 | $69.12 | $5,184.00 |
DisclosureSEC source: 0001248915-21-000012 · primary_doc.xml · nonDerivative · entry 1 Hawthorne Douglas D. · CIK 0001576867 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,514 Read SEC document |
| October 12, 2020 Filed Oct 13, 2020 18:49 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | GrantCommon Stock | 75 | $50.66 | $3,799.50 |
DisclosureSEC source: 0001248915-20-000113 · primary_doc.xml · nonDerivative · entry 1 Hawthorne Douglas D. · CIK 0001576867 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,439 Read SEC document |
| July 13, 2020 Filed Jul 15, 2020 18:34 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | GrantCommon Stock | 75 | $55.27 | $4,145.25 |
DisclosureSEC source: 0001248915-20-000094 · primary_doc.xml · nonDerivative · entry 1 Hawthorne Douglas D. · CIK 0001576867 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,364 Read SEC document |
| May 01, 2020 Filed May 4, 2020 19:52 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | PurchaseCommon Stock | 2,000 | $49.23 | $98,466.20 |
DisclosureSEC source: 0001248915-20-000079 · primary_doc.xml · nonDerivative · entry 1 Hawthorne Douglas D. · CIK 0001576867 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,289 Read SEC document |
| April 13, 2020 Filed Apr 15, 2020 17:09 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | GrantCommon Stock | 75 | $42.69 | $3,201.75 |
DisclosureSEC source: 0001248915-20-000069 · primary_doc.xml · nonDerivative · entry 1 Hawthorne Douglas D. · CIK 0001576867 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,289 Read SEC document |
| January 13, 2020 Filed Jan 14, 2020 22:36 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | GrantCommon Stock | 75 | $87.18 | $6,538.50 |
DisclosureSEC source: 0001248915-20-000012 · primary_doc.xml · nonDerivative · entry 1 Hawthorne Douglas D. · CIK 0001576867 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,214 Read SEC document |
| October 15, 2019 Filed Oct 16, 2019 22:03 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | GrantCommon Stock | 75 | $80.05 | $6,003.75 |
DisclosureSEC source: 0001453622-19-000013 · primary_doc.xml · nonDerivative · entry 1 Hawthorne Douglas D. · CIK 0001576867 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,139 Read SEC document |
| July 12, 2019 Filed Jul 15, 2019 22:51 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | GrantCommon Stock | 75 | $74.62 | $5,596.50 |
DisclosureSEC source: 0001248915-19-000099 · primary_doc.xml · nonDerivative · entry 1 Hawthorne Douglas D. · CIK 0001576867 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,064 Read SEC document |
| April 15, 2019 Filed Apr 15, 2019 22:11 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | GrantCommon Stock | 75 | $79.83 | $5,987.25 |
DisclosureSEC source: 0001248915-19-000078 · primary_doc.xml · nonDerivative · entry 1 Hawthorne Douglas D. · CIK 0001576867 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,989 Read SEC document |
| January 14, 2019 Filed Jan 14, 2019 23:30 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | GrantCommon Stock | 75 | $72.59 | $5,444.25 |
DisclosureSEC source: 0001248915-19-000017 · primary_doc.xml · nonDerivative · entry 1 Hawthorne Douglas D. · CIK 0001576867 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,914 Read SEC document |
| October 12, 2018 Filed Oct 15, 2018 22:13 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | GrantCommon Stock | 75 | $101.48 | $7,611.00 |
DisclosureSEC source: 0001248915-18-000136 · primary_doc.xml · nonDerivative · entry 1 Hawthorne Douglas D. · CIK 0001576867 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,839 Read SEC document |
| July 13, 2018 Filed Jul 16, 2018 21:06 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | GrantCommon Stock | 75 | $95.19 | $7,139.25 |
DisclosureSEC source: 0001248915-18-000115 · primary_doc.xml · nonDerivative · entry 1 Hawthorne Douglas D. · CIK 0001576867 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,764 Read SEC document |
| April 13, 2018 Filed Apr 17, 2018 00:20 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | GrantCommon Stock | 75 | $98.08 | $7,356.00 |
DisclosureSEC source: 0001248915-18-000086 · primary_doc.xml · nonDerivative · entry 1 Hawthorne Douglas D. · CIK 0001576867 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,689 Read SEC document |
| January 12, 2018 Filed Jan 12, 2018 19:56 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | GrantCommon Stock | 75 | $92.70 | $6,952.50 |
DisclosureSEC source: 0001248915-18-000020 · primary_doc.xml · nonDerivative · entry 1 Hawthorne Douglas D. · CIK 0001576867 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,614 Read SEC document |
| October 13, 2017 Filed Oct 16, 2017 20:57 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | GrantCommon Stock | 75 | $87.07 | $6,530.25 |
DisclosureSEC source: 0001248915-17-000123 · primary_doc.xml · nonDerivative · entry 1 Hawthorne Douglas D. · CIK 0001576867 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,539 Read SEC document |
| July 14, 2017 Filed Jul 17, 2017 21:16 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | GrantCommon Stock | 75 | $82.91 | $6,218.25 |
DisclosureSEC source: 0001248915-17-000100 · primary_doc.xml · nonDerivative · entry 1 Hawthorne Douglas D. · CIK 0001576867 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,464 Read SEC document |
| April 14, 2017 Filed Apr 17, 2017 20:30 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | GrantCommon Stock | 75 | $76.61 | $5,745.75 |
DisclosureSEC source: 0001248915-17-000076 · primary_doc.xml · nonDerivative · entry 1 Hawthorne Douglas D. · CIK 0001576867 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,389 Read SEC document |
| January 13, 2017 Filed Jan 18, 2017 01:17 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | GrantCommon Stock | 75 | $83.49 | $6,261.75 |
DisclosureSEC source: 0001248915-17-000037 · primary_doc.xml · nonDerivative · entry 1 Hawthorne Douglas D. · CIK 0001576867 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,314 Read SEC document |
| October 14, 2016 Filed Oct 17, 2016 20:47 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | GrantCommon Stock | 75 | $67.32 | $5,049.00 |
DisclosureSEC source: 0001665940-16-000044 · primary_doc.xml · nonDerivative · entry 1 Hawthorne Douglas D. · CIK 0001576867 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,239 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.