Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.
| Issuer | Shares | Source | Last tx | Detail |
|---|---|---|---|---|
| BOK FINANCIAL CORP | 37,730 | reported | 14 Jul 2025 | tx 415+2,162,730.79−2,542,576 |
| Cypress Energy Partners, L.P. | 23,364 | reported | 28 May 2021 | tx 67+117,801−38,170 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 14 Jul 2025 | GRANT_AWARD | BOK FINANCIAL CORP | 207 | 96.38 USD | |
| 12 Jul 2024 | GRANT_AWARD | BOK FINANCIAL CORP | 224 | 89.26 USD | |
| 12 Jan 2024 | GRANT_AWARD | BOK FINANCIAL CORP | 75 | 85.89 USD | |
| 13 Oct 2023 | GRANT_AWARD | BOK FINANCIAL CORP | 75 | 79.18 USD | |
| 13 Jul 2023 | GRANT_AWARD | BOK FINANCIAL CORP | 75 | 82.05 USD | |
| 13 Apr 2023 | GRANT_AWARD | BOK FINANCIAL CORP | 75 | 85.37 USD | |
| 15 Mar 2023 | PURCHASE | BOK FINANCIAL CORP | 2,940 | 85.28 USD | first after silence |
| 16 Jan 2023 | GRANT_AWARD | BOK FINANCIAL CORP | 75 | 102.82 USD | |
| 12 Oct 2022 | GRANT_AWARD | BOK FINANCIAL CORP | 75 | 87.76 USD | |
| 12 Jul 2022 | GRANT_AWARD | BOK FINANCIAL CORP | 75 | 77.26 USD | |
| 11 Apr 2022 | GRANT_AWARD | BOK FINANCIAL CORP | 75 | 96.61 USD | |
| 12 Apr 2021 | OTHER | BOK FINANCIAL CORP | 75 | 90.50 USD | |
| 10 Jan 2022 | GRANT_AWARD | BOK FINANCIAL CORP | 75 | 105.06 USD | |
| 12 Oct 2021 | GRANT_AWARD | BOK FINANCIAL CORP | 75 | 90.48 USD | |
| 12 Jul 2021 | GRANT_AWARD | BOK FINANCIAL CORP | 75 | 88.40 USD | |
| 28 May 2021 | GRANT_AWARD | Cypress Energy Partners, L.P. | 23,364 | — | deriv |
| 01 Apr 2021 | TAX_WITHHOLDING | Cypress Energy Partners, L.P. | 888 | 2.34 USD | |
| 01 Apr 2021 | EXERCISE | Cypress Energy Partners, L.P. | 2,400 | — | |
| 01 Apr 2021 | TAX_WITHHOLDING | Cypress Energy Partners, L.P. | 925 | 2.34 USD | |
| 01 Apr 2021 | EXERCISE | Cypress Energy Partners, L.P. | 2,500 | — | |
| 01 Apr 2021 | EXERCISE | Cypress Energy Partners, L.P. | 2,400 | — | deriv |
| 01 Apr 2021 | EXERCISE | Cypress Energy Partners, L.P. | 2,500 | — | deriv |
| 07 Mar 2021 | EXERCISE | Cypress Energy Partners, L.P. | 2,924 | — | |
| 07 Mar 2021 | TAX_WITHHOLDING | Cypress Energy Partners, L.P. | 1,082 | 3.02 USD | |
| 07 Mar 2021 | EXERCISE | Cypress Energy Partners, L.P. | 2,924 | — | deriv |
2 purchases reported after at least 12 months of silence — most recent on 15 Mar 2023.