Return to the search tab to select another report.

New Filer Report for 03/24/2026

Mr. Alan Armstrong (Armstrong, Alan)

Filed 07/21/2026 @ 6:32 PM

Print Report

The following statements were checked before filing:

I certify that the statements I have made on this form are true, complete and correct to the best of my knowledge and belief. I understand that reports cannot be edited once filed. To make corrections, I will submit an electronic amendment to this report.

I omitted assets because they meet the three-part test for exemption.

Part 1. Honoraria Payments or Payments to Charity in Lieu of Honoraria

Did any individual or organization pay you or your spouse more than $200, or donate any amount to a charity on your or your spouse’s behalf, for an article, speech, or appearance? No

Part 2. Earned and Non-Investment Income

Did you or your spouse have reportable earned income or non-investment income? Yes

List of payments added to this report
#	Who Was Paid	Type	Who Paid	Amount Paid	Comments
1	Self	Board Compensation	BOK Financial Tulsa, OK	$19,950.00	Stock award
2	Self	Board Compensation	Constellation Energy Baltimore, MD	$41,290.00	n/a
3	Self	Salary	Williams WPC-I, LLC (Williams Companies) Tulsa, OK	$68,792,458.00	Includes incentive compensation and unvested stock compensation

Part 3. Assets

Did you, your spouse, or dependent child own any asset that had a value of more than $1,000 or generated income of more than $200? Yes

List of assets added to this report
	Asset	Asset Type	Owner	Value	Income Type	Income
1	CCJG Investments LLC Company: CCJG Investments LLC (Tulsa, OK) Description: Investment Holding Company	Business Entity Limited Liability Company (LLC)	Joint	--
1.1	UBS Brokerage 1	Brokerage/Managed Account	Joint	--
1.1.1	UBS (New York, NY) Type: Brokerage Sweep Account	Bank Deposit	Joint	$50,001 - $100,000	Interest	$201 - $1,000
1.1.2	ABT - Abbott Laboratories Common Stock	Corporate Securities Stock	Joint	$15,001 - $50,000	Dividends	$201 - $1,000
1.1.3	ABBV - AbbVie Inc. Common Stock	Corporate Securities Stock	Joint	$1,001 - $15,000	Dividends	None (or less than $201)
1.1.4	ACM - AECOM Common Stock	Corporate Securities Stock	Joint	$15,001 - $50,000	Dividends	$201 - $1,000
1.1.5	APD - Air Products and Chemicals, Inc. Common Stock	Corporate Securities Stock	Joint	$1,001 - $15,000	Dividends	None (or less than $201)
1.1.6	GOOGL - Alphabet Inc. - Class A Common Stock	Corporate Securities Stock	Joint	$100,001 - $250,000	Dividends	$201 - $1,000
1.1.7	AMZN - Amazon.com, Inc. - Common Stock	Corporate Securities Stock	Joint	$100,001 - $250,000	None	None (or less than $201)
1.1.8	AMT - American Tower Corporation (REIT) Common Stock Description: Common Stock (Boston, MA)	Real Estate REIT	Joint	$1,001 - $15,000	Dividends	None (or less than $201)
1.1.9	AMGN - Amgen Inc. - Common Stock	Corporate Securities Stock	Joint	$50,001 - $100,000	Dividends	$2,501 - $5,000
1.1.10	AAPL - Apple Inc. - Common Stock	Corporate Securities Stock	Joint	$100,001 - $250,000	Dividends	$201 - $1,000
1.1.11	T - AT&T Inc.	Corporate Securities Stock	Joint	$1,001 - $15,000	Dividends	None (or less than $201)
1.1.12	BLK - BlackRock, Inc. Common Stock	Corporate Securities Stock	Joint	$1,001 - $15,000	Dividends	None (or less than $201)
1.1.13	AVGO - Broadcom Inc. - Common Stock	Corporate Securities Stock	Joint	$100,001 - $250,000	Dividends	$1,001 - $2,500
1.1.14	CDNS - Cadence Design Systems, Inc. - Common Stock	Corporate Securities Stock	Joint	$50,001 - $100,000	None	None (or less than $201)
1.1.15	CVX - Chevron Corporation Common Stock	Corporate Securities Stock	Joint	$1,001 - $15,000	Dividends	$201 - $1,000
1.1.16	CSCO - Cisco Systems, Inc. - Common Stock	Corporate Securities Stock	Joint	$1,001 - $15,000	Dividends	None (or less than $201)
1.1.17	CME - CME Group Inc. - Class A Common Stock	Corporate Securities Stock	Joint	$1,001 - $15,000	Dividends	None (or less than $201)
1.1.18	GLW - Corning Incorporated Common Stock	Corporate Securities Stock	Joint	$100,001 - $250,000	Dividends, Capital Gains	$2,501 - $5,000
1.1.19	COST - Costco Wholesale Corporation - Common Stock	Corporate Securities Stock	Joint	$1,001 - $15,000	Dividends	None (or less than $201)
1.1.20	CRWD - CrowdStrike Holdings, Inc. - Class A Common Stock	Corporate Securities Stock	Joint	$50,001 - $100,000	None	None (or less than $201)
1.1.21	CMI - Cummins Inc. Common Stock	Corporate Securities Stock	Joint	$1,001 - $15,000	Dividends	None (or less than $201)
1.1.22	DG - Dollar General Corporation Common Stock	Corporate Securities Stock	Joint	$1,001 - $15,000	Dividends	None (or less than $201)
1.1.23	DASH - DoorDash, Inc. - Common Stock	Corporate Securities Stock	Joint	$15,001 - $50,000	None	None (or less than $201)
1.1.24	DUK - Duke Energy Corporation (Holding Company) Common Stock	Corporate Securities Stock	Joint	$15,001 - $50,000	Dividends	$201 - $1,000
1.1.25	EQIX - Equinix, Inc. - Common Stock	Corporate Securities Stock	Joint	$1,001 - $15,000	Dividends	None (or less than $201)
1.1.26	EXPE - Expedia Group, Inc. - Common Stock	Corporate Securities Stock	Joint	$15,001 - $50,000	Dividends	$201 - $1,000
1.1.27	XOM - ExxonMobil Holdings Corporation Common Stock	Corporate Securities Stock	Joint	$1,001 - $15,000	Dividends	None (or less than $201)
1.1.28	FAST - Fastenal Company - Common Stock	Corporate Securities Stock	Joint	$1,001 - $15,000	Dividends	None (or less than $201)
1.1.29	GEV - GE Vernova Inc. Common Stock	Corporate Securities Stock	Joint	$100,001 - $250,000	Dividends	None (or less than $201)
1.1.30	GILD - Gilead Sciences, Inc. - Common Stock	Corporate Securities Stock	Joint	$1,001 - $15,000	Dividends	None (or less than $201)
1.1.31	GSK - GSK plc American Depositary Shares (Each representing two Ordinary Shares)	Corporate Securities Stock	Joint	$1,001 - $15,000	Dividends	None (or less than $201)
1.1.32	HD - Home Depot, Inc. (The) Common Stock	Corporate Securities Stock	Joint	$50,001 - $100,000	Dividends	$1,001 - $2,500
1.1.33	JNJ - Johnson & Johnson Common Stock	Corporate Securities Stock	Joint	$1,001 - $15,000	Dividends	None (or less than $201)
1.1.34	JPM - JP Morgan Chase & Co. Common Stock	Corporate Securities Stock	Joint	$100,001 - $250,000	Dividends, Capital Gains	$15,001 - $50,000
1.1.35	KMI - Kinder Morgan, Inc. Common Stock	Corporate Securities Stock	Joint	$1,001 - $15,000	Dividends	None (or less than $201)
1.1.36	LDOS - Leidos Holdings, Inc. Common Stock	Corporate Securities Stock	Joint	$50,001 - $100,000	Dividends	$201 - $1,000
1.1.37	LLY - Eli Lilly and Company Common Stock	Corporate Securities Stock	Joint	$50,001 - $100,000	Dividends	$201 - $1,000
1.1.38	LIN - Linde plc - Ordinary Shares	Corporate Securities Stock	Joint	$50,001 - $100,000	Dividends	$201 - $1,000
1.1.39	MRSH - Marsh Common Stock	Corporate Securities Stock	Joint	$1,001 - $15,000	Dividends	None (or less than $201)
1.1.40	MA - Mastercard Incorporated Common Stock	Corporate Securities Stock	Joint	$50,001 - $100,000	Dividends	$201 - $1,000
1.1.41	MCD - McDonald's Corporation Common Stock	Corporate Securities Stock	Joint	$1,001 - $15,000	Dividends	None (or less than $201)
1.1.42	MDT - Medtronic plc. Ordinary Shares	Corporate Securities Stock	Joint	$1,001 - $15,000	Dividends	None (or less than $201)
1.1.43	MRK - Merck & Company, Inc. Common Stock (new)	Corporate Securities Stock	Joint	$50,001 - $100,000	Dividends	$1,001 - $2,500
1.1.44	META - Meta Platforms, Inc. - Class A Common Stock	Corporate Securities Stock	Joint	$50,001 - $100,000	Dividends	$201 - $1,000
1.1.45	MSFT - Microsoft Corporation - Common Stock	Corporate Securities Stock	Joint	$100,001 - $250,000	Dividends	$1,001 - $2,500
1.1.46	MDLZ - Mondelez International, Inc. - Class A Common Stock	Corporate Securities Stock	Joint	$1,001 - $15,000	Dividends	None (or less than $201)
1.1.47	MS - Morgan Stanley Common Stock	Corporate Securities Stock	Joint	$1,001 - $15,000	Dividends	None (or less than $201)
1.1.48	NDAQ - Nasdaq, Inc. - Common Stock	Corporate Securities Stock	Joint	$50,001 - $100,000	Dividends	$1,001 - $2,500
1.1.49	NTAP - NetApp, Inc. - Common Stock	Corporate Securities Stock	Joint	$1,001 - $15,000	Dividends	None (or less than $201)
1.1.50	NEE - NextEra Energy, Inc. Common Stock	Corporate Securities Stock	Joint	$50,001 - $100,000	Dividends	$1,001 - $2,500
1.1.51	NVDA - NVIDIA Corporation - Common Stock	Corporate Securities Stock	Joint	$100,001 - $250,000	Dividends	None (or less than $201)
1.1.52	PAYX - Paychex, Inc. - Common Stock	Corporate Securities Stock	Joint	$1,001 - $15,000	Dividends	None (or less than $201)
1.1.53	PEP - PepsiCo, Inc. - Common Stock	Corporate Securities Stock	Joint	$1,001 - $15,000	Dividends	None (or less than $201)
1.1.54	PSX - Phillips 66 Common Stock	Corporate Securities Stock	Joint	$50,001 - $100,000	Dividends	$1,001 - $2,500
1.1.55	PNC - PNC Financial Services Group, Inc. (The) Common Stock	Corporate Securities Stock	Joint	$50,001 - $100,000	Dividends	$2,501 - $5,000
1.1.56	PG - Procter & Gamble Company (The) Common Stock	Corporate Securities Stock	Joint	$50,001 - $100,000	Dividends	$1,001 - $2,500
1.1.57	PGR - Progressive Corporation (The) Common Stock	Corporate Securities Stock	Joint	$15,001 - $50,000	Dividends	$1,001 - $2,500
1.1.58	PLD - Prologis, Inc. Common Stock	Corporate Securities Stock	Joint	$1,001 - $15,000	Dividends	None (or less than $201)
1.1.59	PRU - Prudential Financial, Inc. Common Stock	Corporate Securities Stock	Joint	$1,001 - $15,000	Dividends, Capital Gains	$1,001 - $2,500
1.1.60	Pure Storage Inc. (PSTG)	Corporate Securities Stock	Joint	$50,001 - $100,000	None	None (or less than $201)
1.1.61	QCOM - QUALCOMM Incorporated - Common Stock	Corporate Securities Stock	Joint	$1,001 - $15,000	Dividends	None (or less than $201)
1.1.62	NOW - ServiceNow, Inc. Common Stock	Corporate Securities Stock	Joint	$15,001 - $50,000	None	None (or less than $201)
1.1.63	SWK - Stanley Black & Decker, Inc. Common Stock	Corporate Securities Stock	Joint	$1,001 - $15,000	Dividends	None (or less than $201)
1.1.64	SBUX - Starbucks Corporation - Common Stock	Corporate Securities Stock	Joint	$1,001 - $15,000	Dividends	None (or less than $201)
1.1.65	SYK - Stryker Corporation Common Stock	Corporate Securities Stock	Joint	$15,001 - $50,000	Dividends	$201 - $1,000
1.1.66	SYY - Sysco Corporation Common Stock	Corporate Securities Stock	Joint	$1,001 - $15,000	Dividends	None (or less than $201)
1.1.67	TMUS - T-Mobile US, Inc. - Common Stock	Corporate Securities Stock	Joint	$50,001 - $100,000	Dividends	$1,001 - $2,500
1.1.68	TDY - Teledyne Technologies Incorporated Common Stock	Corporate Securities Stock	Joint	$50,001 - $100,000	None	None (or less than $201)
1.1.69	TSLA - Tesla, Inc. - Common Stock	Corporate Securities Stock	Joint	$50,001 - $100,000	None	None (or less than $201)
1.1.70	TXN - Texas Instruments Incorporated - Common Stock	Corporate Securities Stock	Joint	$1,001 - $15,000	Dividends	None (or less than $201)
1.1.71	TJX - TJX Companies, Inc. (The) Common Stock	Corporate Securities Stock	Joint	$1,001 - $15,000	Dividends	None (or less than $201)
1.1.72	TT - Trane Technologies plc	Corporate Securities Stock	Joint	$50,001 - $100,000	Dividends	$201 - $1,000
1.1.73	WMT - Walmart Inc. - Common Stock	Corporate Securities Stock	Joint	$50,001 - $100,000	Dividends	$201 - $1,000
1.1.74	WM - Waste Management, Inc. Common Stock	Corporate Securities Stock	Joint	$1,001 - $15,000	Dividends	None (or less than $201)
1.1.75	PFF - iShares Preferred and Income Securities ETF	Mutual Funds Exchange Traded Fund/Note	Joint	$1,001 - $15,000	Excepted Investment Fund	$201 - $1,000
1.1.76	TTWO - Take-Two Interactive Software, Inc. - Common Stock	Corporate Securities Stock	Joint	None (or less than $1,001)	Capital Gains	$15,001 - $50,000
1.1.77	ADBE - Adobe Inc. - Common Stock	Corporate Securities Stock	Joint	None (or less than $1,001)	Capital Gains	$5,001 - $15,000
1.1.78	TXT - Textron Inc. Common Stock	Corporate Securities Stock	Joint	None (or less than $1,001)	Capital Gains	$1,001 - $2,500
1.2	UBS Account 2	Brokerage/Managed Account	Joint	--
1.2.1	UBS (New York, NY) Type: Brokerage Sweep Account	Bank Deposit	Joint	$1,001 - $15,000	Interest	None (or less than $201)
1.3	UBS Brokerage 3	Brokerage/Managed Account	Joint	--
1.3.1	UBS (New York, NY) Type: Brokerage Sweep Account	Bank Deposit	Joint	$5,000,001 - $25,000,000	Interest	$100,001 - $1,000,000
1.3.2	AAPL - Apple Inc. - Common Stock	Corporate Securities Stock	Joint	$100,001 - $250,000	Dividends	None (or less than $201)
1.3.3	BOKF - BOK Financial Corporation - Common Stock	Corporate Securities Stock	Joint	$100,001 - $250,000	Dividends	$201 - $1,000
1.3.4	CAT - Caterpillar, Inc. Common Stock	Corporate Securities Stock	Joint	$1,000,001 - $5,000,000	Dividends, Capital Gains	$100,001 - $1,000,000
1.3.5	COP - ConocoPhillips Common Stock	Corporate Securities Stock	Joint	$500,001 - $1,000,000	Dividends	$5,001 - $15,000
1.3.6	DVN - Devon Energy Corporation Common Stock	Corporate Securities Stock	Joint	$50,001 - $100,000	Dividends, Capital Gains	$15,001 - $50,000
1.3.7	FDX - FedEx Corporation Common Stock	Corporate Securities Stock	Joint	$50,001 - $100,000	Dividends, Capital Gains	$15,001 - $50,000
1.3.8	RACE - Ferrari N.V. Common Shares	Corporate Securities Stock	Joint	$50,001 - $100,000	Capital Gains	$15,001 - $50,000
1.3.9	HD - Home Depot, Inc. (The) Common Stock	Corporate Securities Stock	Joint	$100,001 - $250,000	Capital Gains	$5,001 - $15,000
1.3.10	HON - Honeywell International Inc. - Common Stock	Corporate Securities Stock	Joint	$50,001 - $100,000	Dividends, Capital Gains	$15,001 - $50,000
1.3.11	LVMH Moet Hennessy (LVMUY)	American Depository Receipt	Joint	$50,001 - $100,000	None	None (or less than $201)
1.3.12	PFE - Pfizer, Inc. Common Stock	Corporate Securities Stock	Joint	$50,001 - $100,000	Dividends	$201 - $1,000
1.3.13	SOLS - Solstice Advanced Materials Inc. - Common Stock	Corporate Securities Stock	Joint	$1,001 - $15,000	Capital Gains	$2,501 - $5,000
1.3.14	QQQ - Invesco QQQ Trust, Series 1	Mutual Funds Exchange Traded Fund/Note	Joint	$250,001 - $500,000	Excepted Investment Fund	$201 - $1,000
1.3.15	IVV - iShares Core S&P 500 ETF	Mutual Funds Exchange Traded Fund/Note	Joint	$500,001 - $1,000,000	Excepted Investment Fund	$5,001 - $15,000
1.3.16	DGRO - iShares Core Dividend Growth ETF	Mutual Funds Exchange Traded Fund/Note	Joint	$250,001 - $500,000	Excepted Investment Fund	$2,501 - $5,000
1.3.17	XLV - The Health Care Select Sector SPDR Fund	Mutual Funds Exchange Traded Fund/Note	Joint	$100,001 - $250,000	Excepted Investment Fund	$50,001 - $100,000
1.3.18	VB - Vanguard Small-Cap Index Fund - ETF Shares	Mutual Funds Exchange Traded Fund/Note	Joint	$1,000,001 - $5,000,000	Excepted Investment Fund	$2,501 - $5,000
1.3.19	VO - Vanguard Mid-Cap Index Fund - ETF Shares	Mutual Funds Exchange Traded Fund/Note	Joint	$250,001 - $500,000	Excepted Investment Fund	$2,501 - $5,000
1.3.20	VWO - Vanguard Emerging Markets Stock Index Fund - ETF Shares	Mutual Funds Exchange Traded Fund/Note	Joint	$250,001 - $500,000	Excepted Investment Fund	$5,001 - $15,000
1.3.21	VT - Vanguard Total World Stock Index Fund - ETF Shares	Mutual Funds Exchange Traded Fund/Note	Joint	$500,001 - $1,000,000	Excepted Investment Fund	$5,001 - $15,000
1.3.22	FNWFX - NEW WORLD FUND INC - Class F-3	Mutual Funds Mutual Fund	Joint	$100,001 - $250,000	Excepted Investment Fund	$15,001 - $50,000
1.3.23	DFIEX - International Core Equity 2 Portfolio - Institutional Class	Mutual Funds Mutual Fund	Joint	$250,001 - $500,000	Excepted Investment Fund	$5,001 - $15,000
1.3.24	DFSTX - U.S. SMALL CAP PORTFOLIO - U.S. SMALL CAP PORTFOLIO - INSTITUTIONAL CLASS	Mutual Funds Mutual Fund	Joint	$250,001 - $500,000	Excepted Investment Fund	$15,001 - $50,000
1.3.25	DODGX - Dodge & Cox Stock Fund - Class I	Mutual Funds Mutual Fund	Joint	$1,000,001 - $5,000,000	Excepted Investment Fund	$100,001 - $1,000,000
1.3.26	HLMIX - Harding Loevner International Equity Portfolio - Institutional	Mutual Funds Mutual Fund	Joint	$250,001 - $500,000	Excepted Investment Fund	$100,001 - $1,000,000
1.3.27	HLIEX - JPMorgan Equity Income Fund - Class I	Mutual Funds Mutual Fund	Joint	$500,001 - $1,000,000	Excepted Investment Fund	$100,001 - $1,000,000
1.3.28	GLIFX - Lazard Global Listed Infrastructure Portfolio - Institutional Shares	Mutual Funds Mutual Fund	Joint	$100,001 - $250,000	Excepted Investment Fund	$15,001 - $50,000
1.3.29	DODIX - Dodge & Cox Income Fund - Class I	Mutual Funds Mutual Fund	Joint	$100,001 - $250,000	Excepted Investment Fund	$5,001 - $15,000
1.3.30	DBC - Invesco DB Commodity Index Tracking Fund	Mutual Funds Exchange Traded Fund/Note	Joint	$500,001 - $1,000,000	Excepted Investment Fund	$100,001 - $1,000,000
1.3.31	XLV - The Health Care Select Sector SPDR Fund	Mutual Funds Exchange Traded Fund/Note	Joint	None (or less than $1,001)	Excepted Investment Fund	$201 - $1,000
1.3.32	DODWX - Dodge & Cox Global Stock Fund - Class I	Mutual Funds Mutual Fund	Joint	None (or less than $1,001)	Excepted Investment Fund	$1,001 - $2,500
1.3.33	PSDSX - Palmer Square Ultra-Short Duration Investment Grade Fund	Mutual Funds Mutual Fund	Joint	None (or less than $1,001)	Excepted Investment Fund	$5,001 - $15,000
1.4	UBS Account 4	Brokerage/Managed Account	Joint	--
1.4.1	UBS (New York, NY) Type: Brokerage Sweep Account	Bank Deposit	Joint	$1,000,001 - $5,000,000	Interest	$15,001 - $50,000
1.4.2	WMB - Williams Companies, Inc. (The) Common Stock	Corporate Securities Stock	Joint	Over $50,000,000	Dividends	$1,000,001 - $5,000,000
2	BOKF - BOK Financial Corporation - Common Stock	Corporate Securities Stock	Self	$250,001 - $500,000	Dividends	$5,001 - $15,000
3	CEG - Constellation Energy Corporation - Common Stock When-Issued	Corporate Securities Stock	Self	$15,001 - $50,000	None	None (or less than $201)
4	ASA Trust	Trust General Trust	Self	--
4.1	Mapleview Investors II LLC Description: Private Equity Fund (Tulsa, OK)	Investment Fund Private Equity Fund	Self	$250,001 - $500,000	Excepted Investment Fund	$5,001 - $15,000
5	Shelly Stone Armstrong Trust	Brokerage/Managed Account	Spouse	--
5.1	UBS (New York, NY) Type: Brokerage Sweep Account	Bank Deposit	Spouse	$100,001 - $250,000	Interest	$1,001 - $2,500
5.2	Morgan Stanley Brokerage Account	Brokerage/Managed Account	Spouse	--
5.2.1	GCM Grosvenor China Harvest III Feeder Fund, L.P. Description: Private investment partnership (New York, NY)	Investment Fund Private Equity Fund	Spouse	$15,001 - $50,000	None	None (or less than $201)
5.2.2	Morgan Stanley (Tulsa, OK) Type: Brokerage Sweep Account	Bank Deposit	Spouse	$15,001 - $50,000	Interest	$1,001 - $2,500
5.2.3	Hedgefocus York Credit Opp LP Description: Hedge Fund (New York, NY)	Investment Fund Hedge Fund	Spouse	$1,001 - $15,000	Excepted Investment Fund	$100,001 - $1,000,000
5.2.4	PB CEP IV Feeder LP Description: Private equity fund (New York, NY)	Investment Fund Private Equity Fund	Spouse	$100,001 - $250,000	Excepted Investment Fund	$50,001 - $100,000
5.2.5	PB CEP IV Feeder LP CPV Description: Private equity fund (New York, NY)	Investment Fund Private Equity Fund	Spouse	$15,001 - $50,000	None	None (or less than $201)
5.3	SSA Management LLC Company: SSA Management LLC (Tulsa, OK) Description: Holding company	Business Entity Limited Liability Company (LLC)	Spouse	--
5.3.1	SSA Management UBS Account 1	Brokerage/Managed Account	Spouse	--
5.3.1.1	UBS (New York, NY) Type: Brokerage Sweep Account	Bank Deposit	Spouse	$1,001 - $15,000	None	None (or less than $201)
5.3.2	Family house Description: Condo/Cooperative (Tulsa, OK)	Real Estate Residential	Spouse	$250,001 - $500,000	None	None (or less than $201)
5.3.3	Family house 2 Description: Single Family Home (Tulsa, OK)	Real Estate Residential	Spouse	$500,001 - $1,000,000	Rent/Royalties	$15,001 - $50,000
5.3.4	Family house 3 Description: Condo/Cooperative (Tulsa, OK)	Real Estate Residential	Spouse	$250,001 - $500,000	None	None (or less than $201)
6	CCJG Ranch LLC Company: CCJG Ranch LLC (Tulsa, OK) Description: Holding company	Business Entity Limited Liability Company (LLC)	Joint	--
6.1	UBS (New York, NY) Type: Money Market Account	Bank Deposit	Joint	$15,001 - $50,000	None	None (or less than $201)
6.2	Steamboat Springs property Description: Single Family Home (Steamboat Springs, CO)	Real Estate Residential	Joint	$5,000,001 - $25,000,000	None	None (or less than $201)
6.3	Steamboat Springs ranch Description: Ranch (Steamboat Springs, CO)	Real Estate Residential	Joint	$5,000,001 - $25,000,000	None	None (or less than $201)
7	UBS (New York, NY) Type: Brokerage Sweep Account	Bank Deposit	Joint	$100,001 - $250,000	None	None (or less than $201)
8	ASA Marine LLC Company: ASA Marine LLC (Tulsa, OK) Description: Holding company	Business Entity Limited Liability Company (LLC)	Self	--
8.1	UBS (New York, NY) Type: Brokerage Sweep Account	Bank Deposit	Self	$1,001 - $15,000	None	None (or less than $201)
9	UBS IRA	Retirement Plans IRA	Self	--
9.1	UBS (New York, NY) Type: Brokerage Sweep Account, Money Market Account	Bank Deposit	Self	$1,001 - $15,000	None	None (or less than $201)
9.2	IVV - iShares Core S&P 500 ETF	Mutual Funds Exchange Traded Fund/Note	Self	$100,001 - $250,000	None	None (or less than $201)
10	Williams Retirement Plan	Retirement Plans 401(k), 403(b), or other Defined Contribution Plan.	Self	--
10.1	WSMDX - William Blair Small-Mid Cap Growth Fund - Class I	Mutual Funds Mutual Fund	Self	$100,001 - $250,000	None	None (or less than $201)
10.2	LSVQX - LSV Small Cap Value Fund - Institutional Class Shares	Mutual Funds Mutual Fund	Self	$100,001 - $250,000	None	None (or less than $201)
10.3	FDVAX - Fidelity Advisor Diversified International Fund - Class A	Mutual Funds Mutual Fund	Self	$1,000,001 - $5,000,000	None	None (or less than $201)
10.4	TRGOX - T. Rowe Price Large-Cap Growth Fund	Mutual Funds Mutual Fund	Self	$250,001 - $500,000	None	None (or less than $201)
10.5	Prudential Core Plus Bond Fund 5	Mutual Funds Mutual Fund	Self	$15,001 - $50,000	None	None (or less than $201)
10.6	VTWNX - Vanguard Target Retirement 2020 Fund - Investor Shares	Mutual Funds Mutual Fund	Self	$100,001 - $250,000	None	None (or less than $201)
10.7	Fidelity Investments (Smithfield, RI) Type: IRA Cash Accounts	Bank Deposit	Self	$500,001 - $1,000,000	None	None (or less than $201)
11	Williams Cash Balance Plan	Retirement Plans 401(k), 403(b), or other Defined Contribution Plan.	Self	--
11.1	Fidelity Investments (Smithfield, RI) Type: IRA Cash Accounts	Bank Deposit	Self	$5,000,001 - $25,000,000	None	None (or less than $201)
12	Williams Employee Stock Award Plan	Brokerage/Managed Account	Self	--
12.1	WMB - Williams Companies, Inc. (The) Common Stock Filer comment: Restricted Stock Units	Corporate Securities Stock	Self	$5,000,001 - $25,000,000	None	None (or less than $201)
12.2	WMB - Williams Companies, Inc. (The) Common Stock Filer comment: Performance Stock Units	Corporate Securities Stock	Self	$5,000,001 - $25,000,000	None	None (or less than $201)

Part 4a. Periodic Transaction Report Summary

Part 4b. Transactions

Not required

Part 5. Gifts

Not required

Part 6. Travel

Not required

Part 7. Liabilities

Did you, your spouse, or dependent child have a reportable, non-revolving charge account liability worth more than $10,000 at any time or a revolving charge account whose value exceeded $10,000 as of the last day of the reporting period? Yes

List of liabilities added to this report
	#	Incurred	Debtor	Type	Points	Rate (Term)	Amount	Creditor	Comments
	1	2003	Joint	Mortgage	0	4.25% (30 years)	$100,001 - $250,000	F&M Trust Company Long Beach, CA	n/a

Part 8. Positions

Did you hold any reportable outside positions during the reporting period? Yes

List of outside employment added to this report
#	Position Dates	Position Held	Entity	Entity Type	Comments
1	Jan 2013 to present	Director	BOK Financial Corporation Tulsa, OK	Corporation	n/a
2	Aug 2004 to present	Other (Co-Trustee)	Shelly Stone Armstrong Trust Tulsa, OK	Trust	Position is uncompensated
3	Jan 2026 to Mar 2026	Director	Constellation Energy Baltimore, MD	Corporation	n/a
4	Nov 1997 to Jun 2025	Officer	Williams Companies Tulsa, OK	Corporation	n/a
5	Jul 2025 to Mar 2026	Other (Executive Chairman, Board of Directors)	Williams Companies Tulsa, OK	Corporation	n/a

Part 9. Agreements

Did you have any reportable agreement or arrangement with an outside entity? Yes

List of agreements or arrangements added to this report
#	Date	Parties Involved	Type	Status and Terms	Comments
1	Feb 1987	Williams Companies Tulsa, OK	Continuing participation in an employee benefit plan	Filer will continue participating in various retirement plans held by Williams Companies; no new contributions will be made by either Filer or former employer.	n/a
2	Mar 1995	Williams Companies Tulsa, OK	Continuing participation in an employee benefit plan	Filer will continue participating in various stock incentive plans held by Williams Companies; no new contributions will be made by either Filer or former employer.	n/a
3	Jan 2013	BOK Financial Tulsa, OK	Compensation Agreement	Filer will continue receiving compensation as director of BOK Financial, per approval from Committee on Ethics.	n/a

Part 10. Compensation

Only required if you are a candidate or this is your first report: Did any person or entity pay more than $5,000 to you or for services provided by you? Yes

List of compensation sources added to this report
#	Source	Duties	Comments
1	BOK Financial Tulsa, OK	Director	n/a
2	Constellation Energy Baltimore, MD	Director	n/a
3	Williams WPC-I LLC Tulsa, OK	Director, Officer	n/a

Attachments & Comments

No attachments added.
No comments added.