Robert Waldo

CIK 1728668 · last filed 2026-07-14

Robert Waldo is a corporate insider who has filed 7 SEC Form 4 insider transactions across 3 companies since 2021. The most recent filing shows the insider was granted $20.0K of BOKF on Jul 14, 2026. Across all open-market trades the lifetime net is −$205.1M, making them a net seller over the disclosed history. Current disclosed insider exposure totals $267.4M across reported positions.

"Disclosed insider exposure" sums this person's most-recently-reported share counts across each company they're an insider in, multiplied by the current underlying price. It is not net worth — it misses retail holdings, private investments, real estate, index funds, and any company where the person isn't an SEC-reporting insider. For informational purposes only.

Disclosed Exposure

$267.41M

Companies

3

Total Filings

7

Lifetime Open-Market Net

-$205.09M

Holdings By Company

Latest on-record share count from this person's most recent non-derivative Form 4 transaction in each company. Disclosed exposure = shares × current underlying price.

Symbol	Role	Shares	Price	Disclosed Exposure	Lifetime OM Net	Filings	Latest Filed
BOKF	Director	31,929	$136.08	$4.34M	$0	3	2026-07-14
EE	Director	20,833	$39.62	$825.4K	$500.0K	1	2022-04-20
STEP	Director	5,018,044	$52.26	$262.24M	-$205.59M	3	2021-10-27

Recent Filings

7 filings

Insider activity across all companies, newest first. Form 4 rows are post-trade confirmations (buys, sells, grants, exercises). Notice (144) rows are pre-trade notices of intent to sell restricted or control stock under Rule 144 — they may not all execute. Compare adjacent dates to see which notices became actual sales.

Filed	Symbol	Action	Net Shares	Net $	Link
2026-07-14	BOKF	Grant (A)	+144	$20.0K	EDGAR
2025-12-03	BOKF	Gift (G)	−5,000	$0	EDGAR
2025-07-16	BOKF	Grant (A)	+207	$20.0K	EDGAR
2022-04-20	EE	Buy (P)	+20,833	$500.0K	EDGAR
2021-10-27	STEP	Sell (S)	−1,262	-$57.3K	EDGAR
2021-10-26	STEP	Sell (S)	−36,238	-$1.65M	EDGAR
2021-03-25	STEP	Mixed	−7,199,070	-$203.88M	EDGAR

Form 4 codes: P = open-market purchase · S = open-market sale · A = grant/award · M = option exercise · F = tax withholding at vest · G = bona-fide gift · D = disposition to issuer · J = other (see filing footnote). Only P / S codes carry directional signal.
Notice (144 / 144/A): Form 144 is a notice of intent to sell restricted/control stock under Rule 144, filed before the sale; 144/A is an amendment. Many notices are pre-scheduled under Rule 10b5-1 plans. A Form 4 with code S typically follows within a few days when the planned sale executes; missing follow-up Form 4s suggest the notice was cancelled or modified.