Waldo Robert — SEC Form 4 filings
SEC reporting owner CIK 1728668. 4 Form 4 filings on record with FilingPulse; latest filed 2026-07-14.
Transaction summary — filings shown
Covers all 4 filings on record, filed 2024-12-04 to 2026-07-14. Counts and totals are arithmetic on values as filed — descriptive data, not a recommendation.
- Open-market purchases (code P, non-derivative): none reported.
- Open-market sales (code S, non-derivative): none reported.
- Other reported legs (grants, option exercises, tax withholding, gifts, derivative-security transactions, …): 6.
By issuer — same filings
Open-market purchase/sale legs on non-derivative securities, grouped by issuer. Role is as filed on the newest filing for that issuer. Dollar totals cover priced legs only (shares × price as filed). Ordered by priced transaction value, largest first.
| Issuer | Role (as filed) | Filings | Purchases (P) | Sales (S) | Other legs |
|---|---|---|---|---|---|
| BOK FINANCIAL CORP (BOKF) | Director | 3 | — | — | 3 |
| StepStone Group Inc. (STEP) | — | 1 | — | — | 3 |
Form 4 filings — Waldo Robert
| Filed | Form | Issuer | Reported transactions | Source |
|---|---|---|---|---|
| 2026-07-14 | 4 | BOK FINANCIAL CORP (BOKF) | Grant/award (A): 144 @ $138.55 | EDGAR |
| 2025-12-03 | 4 | BOK FINANCIAL CORP (BOKF) | Gift (G): 5,000 @ $0 | EDGAR |
| 2025-07-16 | 4 | BOK FINANCIAL CORP (BOKF) | Grant/award (A): 207 @ $96.38 | EDGAR |
| 2024-12-04 | 4 | StepStone Group Inc. (STEP) jointly with Sanford Energy, Inc., ARG Private Equity, LLC, ARGO Holdings, LLC, KAISER GEORGE B | Disposition to issuer (D): 500,000 @ $0.00 · Conversion (C): 500,000 · Conversion (C): 500,000 (derivative) | EDGAR |
FilingPulse's Form 4 archive currently extends back to 2024-01-11 and is expanding backward through EDGAR history — earlier filings by this insider may not be indexed yet. Names and roles are shown as filed.
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