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| SEC Filing | Company/Stock | Trade Date | Transaction | Shares | Avg. Price | Total | % Holdings | Gain/Loss |
|---|---|---|---|---|---|---|---|---|
| 15-Jul-24 12:47 PM View:  | BOK Financial Corp. (BOKF) | 12-Jul-24 | Grant | 224 | $89.26 | $19,994.20 | 30% 0.75K to 0.97K | |
| 02-May-24 1:39 PM View: | American Electric Power Co.... (AEP) | 01-May-24 | Payment of Exercise | 102 | $88.15 | $8,991.30 | (< 1%) 14.1K to 14.0K | (2%) |
| 26-Mar-24 4:39 PM View: | American Electric Power Co.... (AEP) | 22-Mar-24 | Payment of Exercise | 16 | $83.84 | $1,341.44 | (< 1%) 14.1K to 14.09K | (7%) |
| 05-Mar-24 1:56 PM View: | American Electric Power Co.... (AEP) | 01-Mar-24 | Grant | 3,185 | -- | -- | 23% 14.06K to 17.24K | |
| 05-Mar-24 1:56 PM View: | American Electric Power Co.... (AEP) | 01-Mar-24 | Payment of Exercise | 207 | -- | -- | (1%) 17.24K to 17.04K | |
| 27-Feb-24 1:53 PM View: | American Electric Power Co.... (AEP) | 23-Feb-24 | Grant | 3,790 | -- | -- | 37% 10.27K to 14.06K | |
| 23-Feb-24 1:59 PM View: | American Electric Power Co.... (AEP) | 21-Feb-24 | Payment of Exercise | 479 | $82.56 | $39,546.20 | (4%) 10.75K to 10.27K | (9%) |
| 16-Jan-24 3:28 PM View: | BOK Financial Corp. (BOKF) | 12-Jan-24 | Grant | 75 | $85.89 | $6,441.75 | 11% 0.68K to 0.75K | |
| 17-Oct-23 10:44 AM View: | BOK Financial Corp. (BOKF) | 13-Oct-23 | Grant | 75 | $79.18 | $5,938.50 | 12% 0.6K to 0.68K | (5%) |
| 13-Jul-23 5:26 PM View: | BOK Financial Corp. (BOKF) | 13-Jul-23 | Grant | 75 | $82.05 | $6,153.75 | 14% 0.53K to 0.6K | (8%) |
| 02-May-23 4:03 PM View: | American Electric Power Co.... (AEP) | 01-May-23 | Disposition | 99 | $92.65 | $9,172.35 | (< 1%) 10.89K to 10.79K | 3% |
| 02-May-23 4:03 PM View: | American Electric Power Co.... (AEP) | 01-May-23 | Payment of Exercise | 178 | $92.65 | $16,491.70 | (2%) 10.79K to 10.61K | 3% |
| 14-Apr-23 1:21 PM View: | BOK Financial Corp. (BOKF) | 13-Apr-23 | Grant | 75 | $85.37 | $6,402.75 | 17% 0.45K to 0.53K | |
| 27-Feb-23 12:40 PM View: | American Electric Power Co.... (AEP) | 23-Feb-23 | Grant | 2,964 | -- | -- | 34% 8.8K to 11.76K | |
| 27-Feb-23 12:40 PM View: | American Electric Power Co.... (AEP) | 23-Feb-23 | Payment of Exercise | 911 | -- | -- | (8%) 11.76K to 10.85K | |
| 22-Feb-23 2:57 PM View: | American Electric Power Co.... (AEP) | 21-Feb-23 | Payment of Exercise | 102 | $90.85 | $9,266.70 | (1%) 8.9K to 8.8K | |
| 22-Feb-23 2:57 PM View: | American Electric Power Co.... (AEP) | 20-Feb-23 | Grant | 3,246 | -- | -- | 57% 5.66K to 8.9K | |
| 18-Jan-23 10:56 AM View: | BOK Financial Corp. (BOKF) | 16-Jan-23 | Grant | 75 | $102.82 | $7,711.50 | 20% 0.38K to 0.45K | |
| 12-Oct-22 1:59 PM View: | BOK Financial Corp. (BOKF) | 12-Oct-22 | Grant | 75 | $87.76 | $6,582.00 | 25% 0.3K to 0.38K | |
| 13-Jul-22 11:56 AM View: | BOK Financial Corp. (BOKF) | 12-Jul-22 | Grant | 75 | $77.26 | $5,794.50 | 33% 0.23K to 0.3K | (2%) |
| 12-Apr-22 4:56 PM View: | BOK Financial Corp. (BOKF) | 11-Apr-22 | Grant | 75 | $96.61 | $7,245.75 | 50% 0.15K to 0.23K | |
| 11-Jan-22 7:02 PM View: | BOK Financial Corp. (BOKF) | 10-Jan-22 | Grant | 75 | $105.06 | $7,879.50 | 100% 75 to 0.15K | |
| 12-Oct-21 7:38 PM View: | BOK Financial Corp. (BOKF) | 12-Oct-21 | Grant | 75 | $90.48 | $6,786.00 | 100% 0 to 75 |