CAVANAL HILL INVESTMENT MANAGEMENT, INC.

CRD #110774 SEC #801-60138 TULSA, OK 800-958-2942

SEC Registered

Total AUM

$14.2B

Discretionary

$14.2B

Employees

Clients

Accounts

2,326

Firm Details

Organization Type: Corporation
State of Formation: Oklahoma
Fiscal Year End: DECEMBER
Registration Date: --
Latest Filing: Jun 16, 2025
Branch Offices: 1

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

Name	Type	Title / Status	Ownership	Control
BEAL, BARRON, DEAN	I	DIRECTOR	NA	Control
BEAL, BARRON, DEAN	I	DIRECTOR	NA	Control
BEAL, BARRON, DEAN	I	DIRECTOR	NA	Control
BEQUETTE, WILLIAM	I	PORTFOLIO MANAGER	NA	Control
BRADSHAW, STEVEN, GLEN	I	DIRECTOR	NA	Control
DA CONCEICAO, NELSON, RAMOS	I	VICE PRESIDENT - DIRECTOR OF EQUITY FUND MGR.	NA	Control
DA CONCEICAO, NELSON, RAMOS	I	VICE PRESIDENT - DIRECTOR OF EQUITY FUND MGR.	NA	Control
DA CONCEICAO, NELSON, RAMOS	I	VICE PRESIDENT - DIRECTOR OF EQUITY FUND MGR.	NA	Control
DA CONCEICAO, NELSON, RAMOS	I	VICE PRESIDENT - DIRECTOR OF EQUITY FUND MGR.	NA	Control
DA CONCEICAO, NELSON, RAMOS	I	VICE PRESIDENT - DIRECTOR OF EQUITY FUND MGR.	NA	Control
DA CONCEICAO, NELSON, RAMOS	I	VICE PRESIDENT - DIRECTOR OF EQUITY FUND MGR.	NA	Control
DONOVAN, CHERYL, LYNNE	I	CHIEF COMPLIANCE OFFICER	NA	Control
Dunn, Catherine, Lee	I	SECRETARY	NA	Control
Dunn, Catherine, Lee	I	SECRETARY	NA	Control
Dunn, Catherine, Lee	I	SECRETARY	NA	Control
Dunn, Catherine, Lee	I	SECRETARY	NA	Control
Flippo, Ryan, Michael	I	CHIEF COMPLIANCE OFFICER	NA	Control
GRAUER, SCOTT, BRADLEY	I	DIRECTOR/CHAIRMAN	NA	Control
GRAUER, SCOTT, BRADLEY	I	DIRECTOR/CHAIRMAN	NA	Control
GRAUER, SCOTT, BRADLEY	I	DIRECTOR/CHAIRMAN	NA	Control
GRAUER, SCOTT, BRADLEY	I	DIRECTOR/CHAIRMAN	NA	Control
GRAUER, SCOTT, BRADLEY	I	DIRECTOR/CHAIRMAN	NA	Control
GRAUER, SCOTT, BRADLEY	I	DIRECTOR/CHAIRMAN	NA	Control
GRAUER, SCOTT, BRADLEY	I	DIRECTOR/CHAIRMAN	NA	Control
GRAUER, SCOTT, BRADLEY	I	DIRECTOR/CHAIRMAN	NA	Control
GRAUER, SCOTT, BRADLEY	I	DIRECTOR/CHAIRMAN	NA	Control
GRAUER, SCOTT, BRADLEY	I	DIRECTOR/CHAIRMAN	NA	Control
GRAUER, SCOTT, BRADLEY	I	DIRECTOR/CHAIRMAN	NA	Control
GRAUER, SCOTT, BRADLEY	I	DIRECTOR/CHAIRMAN	NA	Control
GRAUER, SCOTT, BRADLEY	I	DIRECTOR/CHAIRMAN	NA	Control
GRAUER, SCOTT, BRADLEY	I	DIRECTOR/CHAIRMAN	NA	Control
GRAUER, SCOTT, BRADLEY	I	DIRECTOR/CHAIRMAN	NA	Control
GRAUER, SCOTT, BRADLEY	I	DIRECTOR/CHAIRMAN	NA	Control
GRAUER, SCOTT, BRADLEY	I	DIRECTOR/CHAIRMAN	NA	Control
GRAUER, SCOTT, BRADLEY	I	DIRECTOR/CHAIRMAN	NA	Control
GRAUER, SCOTT, BRADLEY	I	DIRECTOR/CHAIRMAN	NA	Control
GRAUER, SCOTT, BRADLEY	I	DIRECTOR/CHAIRMAN	NA	Control
GRAUER, SCOTT, BRADLEY	I	DIRECTOR/CHAIRMAN	NA	Control
GRAUER, SCOTT, BRADLEY	I	DIRECTOR/CHAIRMAN	NA	Control
GRAUER, SCOTT, BRADLEY	I	DIRECTOR/CHAIRMAN	NA	Control
GRAUER, SCOTT, BRADLEY	I	DIRECTOR/CHAIRMAN	NA	Control
GRAUER, SCOTT, BRADLEY	I	DIRECTOR/CHAIRMAN	NA	Control
GRAUER, SCOTT, BRADLEY	I	DIRECTOR/CHAIRMAN	NA	Control
GRAUER, SCOTT, BRADLEY	I	DIRECTOR/CHAIRMAN	NA	Control
GRAUER, SCOTT, BRADLEY	I	DIRECTOR/CHAIRMAN	NA	Control
GRAUER, SCOTT, BRADLEY	I	DIRECTOR/CHAIRMAN	NA	Control
GRAUER, SCOTT, BRADLEY	I	DIRECTOR/CHAIRMAN	NA	Control
GRAUER, SCOTT, BRADLEY	I	DIRECTOR/CHAIRMAN	NA	Control
GRAUER, SCOTT, BRADLEY	I	DIRECTOR/CHAIRMAN	NA	Control
GRAUER, SCOTT, BRADLEY	I	DIRECTOR/CHAIRMAN	NA	Control
GRAUER, SCOTT, BRADLEY	I	DIRECTOR/CHAIRMAN	NA	Control
GRAUER, SCOTT, BRADLEY	I	DIRECTOR/CHAIRMAN	NA	Control
GRAUER, SCOTT, BRADLEY	I	DIRECTOR/CHAIRMAN	NA	Control
GRAUER, SCOTT, BRADLEY	I	DIRECTOR/CHAIRMAN	NA	Control
GRAUER, SCOTT, BRADLEY	I	DIRECTOR/CHAIRMAN	NA	Control
GRAUER, SCOTT, BRADLEY	I	DIRECTOR/CHAIRMAN	NA	Control
GRAUER, SCOTT, BRADLEY	I	DIRECTOR/CHAIRMAN	NA	Control
GRUET, JEAN-CLAUDE, GEORGE	I	SR. VICE PRESIDENT - CHIEF INV. OFFICER, EQUITIES	NA	Control
GRUET, JEAN-CLAUDE, GEORGE	I	SR. VICE PRESIDENT - CHIEF INV. OFFICER, EQUITIES	NA	Control
GRUET, JEAN-CLAUDE, GEORGE	I	SR. VICE PRESIDENT - CHIEF INV. OFFICER, EQUITIES	NA	Control
GRUET, JEAN-CLAUDE, GEORGE	I	SR. VICE PRESIDENT - CHIEF INV. OFFICER, EQUITIES	NA	Control
GRUET, JEAN-CLAUDE, GEORGE	I	SR. VICE PRESIDENT - CHIEF INV. OFFICER, EQUITIES	NA	Control
GRUET, JEAN-CLAUDE, GEORGE	I	SR. VICE PRESIDENT - CHIEF INV. OFFICER, EQUITIES	NA	Control
GRUET, JEAN-CLAUDE, GEORGE	I	SR. VICE PRESIDENT - CHIEF INV. OFFICER, EQUITIES	NA	Control
HALKA, LAWRENCE, BIDDLE	I	DIRECTOR	NA	Control
HALKA, LAWRENCE, BIDDLE	I	DIRECTOR	NA	Control
HENDERSON, JAMES, BRIAN	I	PRESIDENT/DIRECTOR	NA	Control
HENDERSON, JAMES, BRIAN	I	PRESIDENT/DIRECTOR	NA	Control
HENDERSON, JAMES, BRIAN	I	PRESIDENT/DIRECTOR	NA	Control
HENDERSON, JAMES, BRIAN	I	PRESIDENT/DIRECTOR	NA	Control
HENDERSON, JAMES, BRIAN	I	PRESIDENT/DIRECTOR	NA	Control
HENDERSON, JAMES, BRIAN	I	PRESIDENT/DIRECTOR	NA	Control
HENDERSON, JAMES, BRIAN	I	PRESIDENT/DIRECTOR	NA	Control
HENDERSON, JAMES, BRIAN	I	PRESIDENT/DIRECTOR	NA	Control
HENDERSON, JAMES, BRIAN	I	PORTFOLIO MANAGER	NA	Control
HENDERSON, JAMES, BRIAN	I	PRESIDENT/DIRECTOR	NA	Control
HENDERSON, JAMES, BRIAN	I	PRESIDENT/DIRECTOR	NA	Control
HENDERSON, JAMES, BRIAN	I	PRESIDENT/DIRECTOR	NA	Control
HENDERSON, JAMES, BRIAN	I	PRESIDENT/DIRECTOR	NA	Control
HENDERSON, JAMES, BRIAN	I	PRESIDENT/DIRECTOR	NA	Control
HENDERSON, JAMES, BRIAN	I	PRESIDENT/DIRECTOR	NA	Control
HENDERSON, JAMES, BRIAN	I	PRESIDENT/DIRECTOR	NA	Control
HENDERSON, JAMES, BRIAN	I	PRESIDENT/DIRECTOR	NA	Control
HENDERSON, JAMES, BRIAN	I	PORTFOLIO MANAGER	NA	Control
HENDERSON, JAMES, BRIAN	I	PRESIDENT/DIRECTOR	NA	Control
HENDERSON, JAMES, BRIAN	I	PRESIDENT/DIRECTOR	NA	Control
HENDERSON, JAMES, BRIAN	I	PRESIDENT/DIRECTOR	NA	Control
HENDERSON, JAMES, BRIAN	I	PRESIDENT/DIRECTOR	NA	Control
HENDERSON, JAMES, BRIAN	I	PRESIDENT/DIRECTOR	NA	Control
HENDERSON, JAMES, BRIAN	I	PRESIDENT/DIRECTOR	NA	Control
HENDERSON, JAMES, BRIAN	I	PRESIDENT/DIRECTOR	NA	Control
HENDERSON, JAMES, BRIAN	I	PRESIDENT/DIRECTOR	NA	Control
HENDERSON, JAMES, BRIAN	I	PRESIDENT/DIRECTOR	NA	Control
HENDERSON, JAMES, BRIAN	I	PRESIDENT/DIRECTOR	NA	Control
HENDERSON, JAMES, BRIAN	I	PRESIDENT/DIRECTOR	NA	Control
HENDERSON, JAMES, BRIAN	I	PRESIDENT/DIRECTOR	NA	Control
HENDERSON, JAMES, BRIAN	I	PRESIDENT/DIRECTOR	NA	Control
HENDERSON, JAMES, BRIAN	I	PRESIDENT/DIRECTOR	NA	Control
HENDERSON, JAMES, BRIAN	I	PRESIDENT/DIRECTOR	NA	Control
HENDERSON, JAMES, BRIAN	I	PRESIDENT/DIRECTOR	NA	Control
HENDERSON, JAMES, BRIAN	I	PRESIDENT/DIRECTOR	NA	Control
HENDERSON, JAMES, BRIAN	I	PRESIDENT/DIRECTOR	NA	Control
HENDERSON, JAMES, BRIAN	I	PRESIDENT/DIRECTOR	NA	Control
HENDERSON, JAMES, BRIAN	I	PRESIDENT/DIRECTOR	NA	Control
HENDERSON, JAMES, BRIAN	I	PRESIDENT/DIRECTOR	NA	Control
HENDERSON, JAMES, BRIAN	I	PRESIDENT/DIRECTOR	NA	Control
HENDERSON, JAMES, BRIAN	I	PRESIDENT/DIRECTOR	NA	Control
HENDERSON, JAMES, BRIAN	I	PRESIDENT/DIRECTOR	NA	Control
HENDERSON, JAMES, BRIAN	I	PRESIDENT/DIRECTOR	NA	Control
HENDERSON, JAMES, BRIAN	I	DIRECTOR	NA	Control
HENDERSON, JAMES, BRIAN	I	DIRECTOR	NA	Control
HENDERSON, JAMES, BRIAN	I	DIRECTOR	NA	Control
HENDERSON, JAMES, BRIAN	I	DIRECTOR	NA	Control
HENDERSON, JAMES, BRIAN	I	DIRECTOR	NA	Control
HENDERSON, JAMES, BRIAN	I	DIRECTOR	NA	Control
HENDERSON, JAMES, BRIAN	I	DIRECTOR	NA	Control
HENDERSON, JAMES, BRIAN	I	DIRECTOR	NA	Control
HENDERSON, JAMES, BRIAN	I	DIRECTOR	NA	Control
HENDERSON, JAMES, BRIAN	I	DIRECTOR	NA	Control
HENDERSON, JAMES, BRIAN	I	DIRECTOR	NA	Control
HENKEL, HENRY, JOSEPH	I	DIRECTOR OF INSTITUTIONAL FIXED INCOME SALES	NA	Control
HOLLOMAN, HAROLD, JAMES	I	DIRECTOR	NA	Control
HOLLOMAN, HAROLD, JAMES	I	DIRECTOR	NA	Control
HOLLOMAN, HOWARD, JAMES	I	DIRECTOR	NA	Control
HOLLOMAN, HOWARD, JAMES	I	DIRECTOR	NA	Control
HOLLOMAN, HOWARD, JAMES	I	DIRECTOR	NA	Control
HOLLOMAN, HOWARD, JAMES	I	DIRECTOR	NA	Control
HOLLOMAN, HOWARD, JAMES	I	DIRECTOR	NA	Control
HOLLOMAN, HOWARD, JAMES	I	DIRECTOR	NA	Control
HOLLOMAN, HOWARD, JAMES	I	DIRECTOR	NA	Control
HOLLOMAN, HOWARD, JAMES	I	DIRECTOR	NA	Control
HOLLOMAN, HOWARD, JAMES	I	DIRECTOR	NA	Control
HOOD, ANDREW, WILLIAM	I	PORTFOLIO MANAGER	NA	Control
HUNTZINGER, JAMES, L	I	DIRECTOR	NA	Control
HUNTZINGER, JAMES, L	I	DIRECTOR	NA	Control
HUNTZINGER, JAMES, L	I	DIRECTOR	NA	Control
HUNTZINGER, JAMES, L	I	DIRECTOR	NA	Control
HUNTZINGER, JAMES, L	I	DIRECTOR	NA	Control
HUNTZINGER, JAMES, L	I	DIRECTOR	NA	Control
HUNTZINGER, JAMES, L	I	DIRECTOR	NA	Control
HUNTZINGER, JAMES, L	I	DIRECTOR	NA	Control
HUNTZINGER, JAMES, L	I	PRESIDENT/CHIEF INVESTMENT OFFICER	NA	Control
HUNTZINGER, JAMES, L	I	DIRECTOR	NA	Control
HUNTZINGER, JAMES, L	I	DIRECTOR	NA	Control
HUNTZINGER, JAMES, L	I	DIRECTOR	NA	Control
HUNTZINGER, JAMES, L	I	DIRECTOR	NA	Control
HUNTZINGER, JAMES, L	I	DIRECTOR	NA	Control
HUNTZINGER, JAMES, L	I	DIRECTOR	NA	Control
HUNTZINGER, JAMES, L	I	DIRECTOR	NA	Control
HUNTZINGER, JAMES, L	I	DIRECTOR	NA	Control
HUNTZINGER, JAMES, L	I	PRESIDENT/CHIEF INVESTMENT OFFICER	NA	Control
HUNTZINGER, JAMES, L	I	DIRECTOR	NA	Control
HUNTZINGER, JAMES, L	I	DIRECTOR	NA	Control
HUNTZINGER, JAMES, LEE	I	DIRECTOR	NA	Control
HUNTZINGER, JAMES, LEE	I	DIRECTOR	NA	Control
HUNTZINGER, JAMES, LEE	I	DIRECTOR	NA	Control
HUNTZINGER, JAMES, LEE	I	DIRECTOR	NA	Control
HUNTZINGER, JAMES, LEE	I	DIRECTOR	NA	Control
HUNTZINGER, JAMES, LEE	I	DIRECTOR	NA	Control
HUNTZINGER, JAMES, LEE	I	DIRECTOR	NA	Control
HUNTZINGER, JAMES, LEE	I	DIRECTOR	NA	Control
HUNTZINGER, JAMES, LEE	I	DIRECTOR	NA	Control
HUNTZINGER, JAMES, LEE	I	DIRECTOR	NA	Control
HUNTZINGER, JAMES, LEE	I	DIRECTOR	NA	Control
HUNTZINGER, JAMES, LEE	I	DIRECTOR	NA	Control
HUNTZINGER, JAMES, LEE	I	DIRECTOR	NA	Control
HUNTZINGER, JAMES, LEE	I	DIRECTOR	NA	Control
HUNTZINGER, JAMES, LEE	I	DIRECTOR	NA	Control
HUNTZINGER, JAMES, LEE	I	DIRECTOR	NA	Control
HUNTZINGER, JAMES, LEE	I	DIRECTOR	NA	Control
HUNTZINGER, JAMES, LEE	I	DIRECTOR	NA	Control
HUNTZINGER, JAMES, LEE	I	DIRECTOR	NA	Control
HUNTZINGER, JAMES, LEE	I	DIRECTOR	NA	Control
HUNTZINGER, JAMES, LEE	I	DIRECTOR	NA	Control
HUNTZINGER, JAMES, LEE	I	DIRECTOR	NA	Control
HUNTZINGER, JAMES, LEE	I	DIRECTOR	NA	Control
JOLLY, CHERIE, JEAN	I	CHIEF COMPLIANCE OFFICER	NA	Control
JOLLY, CHERIE, JEAN	I	CHIEF COMPLIANCE OFFICER	NA	Control
JOLLY, CHERIE, JEAN	I	CHIEF COMPLIANCE OFFICER	NA	Control
JOLLY, CHERIE, JEAN	I	CHIEF COMPLIANCE OFFICER	NA	Control
JOLLY, CHERIE, JEAN	I	CHIEF COMPLIANCE OFFICER	NA	Control
JOLLY, CHERIE, JEAN	I	CHIEF COMPLIANCE OFFICER	NA	Control
JOLLY, CHERIE, JEAN	I	CHIEF COMPLIANCE OFFICER	NA	Control
JOLLY, CHERIE, JEAN	I	CHIEF COMPLIANCE OFFICER	NA	Control
KITCHEN, MICHAEL, JAY	I	VICE PRESIDENT/CASH MANAGEMENT	NA	Control
KITCHEN, MICHAEL, JAY	I	VICE PRESIDENT/CASH MANAGEMENT	NA	Control
KITCHEN, MICHAEL, JAY	I	VICE PRESIDENT/CASH MANAGEMENT	NA	Control
KITCHEN, MICHAEL, JAY	I	VICE PRESIDENT/CASH MANAGEMENT	NA	Control
KITCHEN, MICHAEL, JAY	I	VICE PRESIDENT/CASH MANAGEMENT	NA	Control
KITCHEN, MICHAEL, JAY	I	VICE PRESIDENT/CASH MANAGEMENT	NA	Control
KITCHEN, MICHAEL, JAY	I	VICE PRESIDENT/CASH MANAGEMENT	NA	Control
KITCHEN, MICHAEL, JAY	I	VICE PRESIDENT/CASH MANAGEMENT	NA	Control
KNOX, RUSSELL, LEE	I	JUNIOR FIXED INCOME PORTFOLIO MANAGER	NA	Control
LYBARGER, STANLEY, A.	I	DIRECTOR	NA	Control
LYBARGER, STANLEY, A.	I	DIRECTOR	NA	Control
MARRONE, MARK, STEPHEN	I	CHIEF COMPLIANCE OFFICER	NA	Control
MARRONE, MARK, STEPHEN	I	CHIEF COMPLIANCE OFFICER	NA	Control
MARRONE, MARK, STEPHEN	I	CHIEF COMPLIANCE OFFICER	NA	Control
MARRONE, MARK, STEPHEN	I	CHIEF COMPLIANCE OFFICER	NA	Control
MARRONE, MARK, STEPHEN	I	CHIEF COMPLIANCE OFFICER	NA	Control
MARRONE, MARK, STEPHEN	I	CHIEF COMPLIANCE OFFICER	NA	Control
MARRONE, MARK, STEPHEN	I	CHIEF COMPLIANCE OFFICER	NA	Control
MARRONE, MARK, STEPHEN	I	CHIEF COMPLIANCE OFFICER	NA	Control
MARRONE, MARK, STEPHEN	I	CHIEF COMPLIANCE OFFICER	NA	Control
MARRONE, MARK, STEPHEN	I	CHIEF COMPLIANCE OFFICER	NA	Control
MARRONE, MARK, STEPHEN	I	CHIEF COMPLIANCE OFFICER	NA	Control
MARRONE, MARK, STEPHEN	I	CHIEF COMPLIANCE OFFICER	NA	Control
MARRONE, MARK, STEPHEN	I	CHIEF COMPLIANCE OFFICER	NA	Control
MARRONE, MARK, STEPHEN	I	CHIEF COMPLIANCE OFFICER	NA	Control
MARRONE, MARK, STEPHEN	I	CHIEF COMPLIANCE OFFICER	NA	Control
MARRONE, MARK, STEPHEN	I	CHIEF COMPLIANCE OFFICER	NA	Control
MARRONE, MARK, STEPHEN	I	CHIEF COMPLIANCE OFFICER	NA	Control
MARRONE, MARK, STEPHEN	I	CHIEF COMPLIANCE OFFICER	NA	Control
MARRONE, MARK, STEPHEN	I	CHIEF COMPLIANCE OFFICER	NA	Control
MAURER, MICHAEL, PATRICK	I	VICE PRESIDENT/FIXED INCOME	NA	Control
MAURER, MICHAEL, PATRICK	I	VICE PRESIDENT/FIXED INCOME	NA	Control
MAURER, MICHAEL, PATRICK	I	VICE PRESIDENT/FIXED INCOME	NA	Control
MAURER, MICHAEL, PATRICK	I	VICE PRESIDENT/FIXED INCOME	NA	Control
MAURER, MICHAEL, PATRICK	I	VICE PRESIDENT/FIXED INCOME	NA	Control
MAURER, MICHAEL, PATRICK	I	VICE PRESIDENT/FIXED INCOME	NA	Control
MAURER, MICHAEL, PATRICK	I	VICE PRESIDENT/FIXED INCOME	NA	Control
MAURER, MICHAEL, PATRICK	I	VICE PRESIDENT/FIXED INCOME	NA	Control
O'CONNELL, CHRISTOPHER, LEE	I	A.V.P. TRADER	NA	Control
POTTER, GRAFTON	I	VICE PRESIDENT/DIRECTOR OF EQUITY RESEARCH	NA	Control
POTTER, GRAFTON	I	VICE PRESIDENT/DIRECTOR OF EQUITY RESEARCH	NA	Control
POTTER, GRAFTON	I	VICE PRESIDENT/DIRECTOR OF EQUITY RESEARCH	NA	Control
POTTER, GRAFTON	I	VICE PRESIDENT/DIRECTOR OF EQUITY RESEARCH	NA	Control
POTTER, GRAFTON	I	VICE PRESIDENT/DIRECTOR OF EQUITY RESEARCH	NA	Control
POTTER, GRAFTON	I	PORTFOLIO MANAGER	NA	Control
POTTER, GRAFTON	I	VICE PRESIDENT/DIRECTOR OF EQUITY RESEARCH	NA	Control
POTTER, GRAFTON	I	VICE PRESIDENT/DIRECTOR OF EQUITY RESEARCH	NA	Control
POTTER, GRAFTON	I	VICE PRESIDENT/DIRECTOR OF EQUITY RESEARCH	NA	Control
POTTER, GRAFTON	I	PORTFOLIO MANAGER	NA	Control
Petry, bryan	I	TREASURER AND TAX OFFICER	NA	Control
Petry, bryan	I	TREASURER AND TAX OFFICER	NA	Control
Petry, bryan	I	TREASURER AND TAX OFFICER	NA	Control
Petry, bryan	I	TREASURER AND TAX OFFICER	NA	Control
ROBERTSON, PATTI, SUE	I	VICE PRESIDENT/TRADING	NA	Control
ROBERTSON, PATTI, SUE	I	VICE PRESIDENT/TRADING	NA	Control
ROBERTSON, PATTI, SUE	I	VICE PRESIDENT/TRADING	NA	Control
ROBERTSON, PATTI, SUE	I	VICE PRESIDENT/TRADING	NA	Control
ROBERTSON, PATTI, SUE	I	VICE PRESIDENT/TRADING	NA	Control
ROBERTSON, PATTI, SUE	I	VICE PRESIDENT/TRADING	NA	Control
ROBERTSON, PATTI, SUE	I	VICE PRESIDENT/TRADING	NA	Control
ROBERTSON, PATTI, SUE	I	VICE PRESIDENT/TRADING	NA	Control
SCHLOSS, MICHAEL, C	I	VICE PRESIDENT - EQUITY FUND CO-MANAGER	NA	Control
SCHLOSS, MICHAEL, C	I	VICE PRESIDENT - EQUITY FUND CO-MANAGER	NA	Control
SCHLOSS, MICHAEL, C	I	VICE PRESIDENT - EQUITY FUND CO-MANAGER	NA	Control
SCHLOSS, MICHAEL, C	I	VICE PRESIDENT - EQUITY FUND CO-MANAGER	NA	Control
SCHLOSS, MICHAEL, C	I	VICE PRESIDENT - EQUITY FUND CO-MANAGER	NA	Control
SCHLOSS, MICHAEL, C	I	VICE PRESIDENT - EQUITY FUND CO-MANAGER	NA	Control
SCHLOSS, MICHAEL, C	I	VICE PRESIDENT - EQUITY FUND CO-MANAGER	NA	Control
SCOTT, DOUGLAS, KEITH	I	DIRECTOR OF FUND ADMIN. & MKTG, SVP	NA	Control
STEPHANI, MATTHEW, C	I	PRESIDENT/DIRECTOR	NA	Control
STEPHANI, MATTHEW, C	I	PRESIDENT/DIRECTOR	NA	Control
STEPHANI, MATTHEW, C	I	PRESIDENT/DIRECTOR	NA	Control
STEPHANI, MATTHEW, C	I	PRESIDENT/DIRECTOR	NA	Control
STEPHANI, MATTHEW, C	I	PRESIDENT/DIRECTOR	NA	Control
STEPHANI, MATTHEW, C	I	PRESIDENT/DIRECTOR	NA	Control
STEPHANI, MATTHEW, C	I	PRESIDENT/DIRECTOR	NA	Control
STEPHANI, MATTHEW, C	I	PRESIDENT/DIRECTOR	NA	Control
STEPHANI, MATTHEW, C	I	PRESIDENT/DIRECTOR	NA	Control
STEPHANI, MATTHEW, C	I	PRESIDENT/DIRECTOR	NA	Control
STEPHANI, MATTHEW, C	I	PRESIDENT/DIRECTOR	NA	Control
STRIEGEL, JAMES, WILLIAM	I	DIRECTOR OF ADVISOR SALES, AVP	NA	Control
VERDEL, THOMAS, WESLEY	I	A.V.P. QUANTITATIVE ASSISTANT PORTFOLIO MGR.	NA	Control
VINCENT, TOMMY, CARLTON	I	CHIEF COMPLIANCE OFFICER	NA	Control
VINCENT, TOMMY, CARLTON	I	CHIEF COMPLIANCE OFFICER	NA	Control
VINCENT, TOMMY, CARLTON	I	INTERNAL COUNSEL/CHIEF COMPLIANCE OFFICER	NA	Control
VINCENT, TOMMY, CARLTON	I	DIRECTOR OF COMPLIANCE	NA	Control
VINCENT, TOMMY, CARLTON	I	DIRECTOR OF COMPLIANCE	NA	Control
VINCENT, TOMMY, CARLTON	I	DIRECTOR OF COMPLIANCE	NA	Control
VINCENT, TOMMY, CARLTON	I	INTERNAL COUNSEL/DIRECTOR OF COMPLIANCE	NA	Control
VINCENT, TOMMY, CARLTON	I	CHIEF COMPLIANCE OFFICER	NA	Control
VINCENT, TOMMY, CARLTON	I	CHIEF COMPLIANCE OFFICER	NA	Control
VINCENT, TOMMY, CARLTON	I	INTERNAL COUNSEL/CHIEF COMPLIANCE OFFICER	NA	Control
VINCENT, TOMMY, CARLTON	I	INTERNAL COUNSEL/CHIEF COMPLIANCE OFFICER	NA	Control
VINCENT, TOMMY, CARLTON	I	CHIEF COMPLIANCE OFFICER	NA	Control
WALTERS, KRISTIN, LYNN	I	CHIEF COMPLIANCE OFFICER INVESTMENT ADVISORY SERVICES	NA	Control
WALTERS, KRISTIN, LYNN	I	CHIEF COMPLIANCE OFFICER INVESTMENT ADVISORY SERVICES	NA	Control
WALTERS, KRISTIN, LYNN	I	CHIEF COMPLIANCE OFFICER INVESTMENT ADVISORY SERVICES	NA	Control
WALTERS, KRISTIN, LYNN	I	CHIEF COMPLIANCE OFFICER INVESTMENT ADVISORY SERVICES	NA	Control
WALTERS, KRISTIN, LYNN	I	CHIEF COMPLIANCE OFFICER	NA
WALTERS, KRISTIN, LYNN	I	CHIEF COMPLIANCE OFFICER INVESTMENT ADVISORY SERVICES	NA	Control
WALTERS, KRISTIN, LYNN	I	CHIEF COMPLIANCE OFFICER INVESTMENT ADVISORY SERVICES	NA	Control
WALTERS, KRISTIN, LYNN	I	CHIEF COMPLIANCE OFFICER INVESTMENT ADVISORY COMPLIANCE	NA	Control
WALTERS, KRISTIN, LYNN	I	CHIEF COMPLIANCE OFFICER INVESTMENT ADVISORY COMPLIANCE	NA	Control
WALTERS, KRISTIN, LYNN	I	CHIEF COMPLIANCE OFFICER INVESTMENT ADVISORY COMPLIANCE	NA	Control
WALTERS, KRISTIN, LYNN	I	CHIEF COMPLIANCE OFFICER INVESTMENT ADVISORY COMPLIANCE	NA	Control
WALTERS, KRISTIN, LYNN	I	CHIEF COMPLIANCE OFFICER INVESTMENT ADVISORY COMPLIANCE	NA	Control
WILLIAMS, RICHARD, ALAN	I	VICE PRESIDENT - TAX EXAMPT FUND MANAGER	NA	Control
WILLIAMS, RICHARD, ALAN	I	VICE PRESIDENT - TAX EXAMPT FUND MANAGER	NA	Control
WILLIAMS, RICHARD, ALAN	I	VICE PRESIDENT - TAX EXAMPT FUND MANAGER	NA	Control
WILLIAMS, RICHARD, ALAN	I	VICE PRESIDENT - TAX EXAMPT FUND MANAGER	NA	Control
WILLIAMS, RICHARD, ALAN	I	VICE PRESIDENT - TAX EXAMPT FUND MANAGER	NA	Control
WILLIAMS, RICHARD, ALAN	I	VICE PRESIDENT - TAX EXAMPT FUND MANAGER	NA	Control
BANK OF OKLAHOMA N.A	DE	OWNER	E	Control
BANK OF OKLAHOMA N.A	DE	OWNER	E	Control
BANK OF OKLAHOMA N.A	DE	OWNER	E	Control
BANK OF OKLAHOMA N.A	DE	OWNER	E	Control
BANK OF OKLAHOMA N.A	DE	OWNER	E	Control
BANK OF OKLAHOMA N.A	DE	OWNER	E	Control
BANK OF OKLAHOMA N.A	DE	OWNER	E	Control
BANK OF OKLAHOMA N.A	DE	OWNER	E	Control
BANK OF OKLAHOMA N.A	DE	OWNER	E	Control
BANK OF OKLAHOMA N.A	DE	OWNER	E	Control
BANK OF OKLAHOMA N.A	DE	OWNER	E	Control
BANK OF OKLAHOMA N.A	DE	OWNER	E	Control
BANK OF OKLAHOMA N.A	DE	OWNER	E	Control
BANK OF OKLAHOMA N.A	DE	OWNER	E	Control
BANK OF OKLAHOMA N.A	DE	OWNER	E	Control
BANK OF OKLAHOMA N.A	DE	OWNER	E	Control
BANK OF OKLAHOMA N.A	DE	OWNER	E	Control
BANK OF OKLAHOMA N.A	DE	OWNER	E	Control
BOKF, N.A	DE	OWNER	E	Control
BOKF, N.A	DE	OWNER	E	Control
BOKF, N.A	DE	OWNER	E	Control
BOKF, N.A	DE	OWNER	E	Control
BOKF, N.A	DE	OWNER	E	Control
BOKF, N.A	DE	OWNER	E	Control
BOKF, N.A	DE	OWNER	E	Control
BOKF, N.A	DE	OWNER	E	Control
BOKF, N.A	DE	OWNER	E	Control
BOKF, N.A	DE	OWNER	E	Control
BOKF, N.A	DE	OWNER	E	Control
BOKF, N.A	DE	OWNER	E	Control
BOKF, N.A	DE	OWNER	E	Control
BOKF, N.A	DE	OWNER	E	Control
BOKF, N.A	DE	OWNER	E	Control
BOKF, N.A	DE	OWNER	E	Control
BOKF, N.A	DE	OWNER	E	Control
BOKF, N.A	DE	OWNER	E	Control
BOKF, N.A	DE	OWNER	E	Control
BOKF, N.A	DE	OWNER	E	Control
BOKF, N.A	DE	OWNER	E	Control
BOKF, N.A	DE	OWNER	E	Control
BOKF, N.A	DE	OWNER	E	Control
BOKF, N.A	DE	OWNER	E	Control
BOKF, NA	DE	OWNER	E	Control
BOKF, NA	DE	OWNER	E	Control
BOKF, NA	DE	OWNER	E	Control
BOKF, NA	DE	OWNER	E	Control
BOKF, NA	DE	OWNER	E	Control
BOKF, NA	DE	OWNER	E	Control
BOKF, NA	DE	OWNER	E	Control
BOKF, NA	DE	OWNER	E	Control
BOKF, NA	DE	OWNER	E	Control
BOKF, NA	DE	OWNER	E	Control
BOKF, NA	DE	OWNER	E	Control
BOKF, NA	DE	OWNER	E	Control

Indirect Owners (Schedule B)

Name	Type	Entity	Ownership	Control
BOK FINANCIAL CORPORATION	DE	BANK OF OKLAHOMA N.A.	E	Control
BOK FINANCIAL CORPORATION	DE	BANK OF OKLAHOMA N.A.	E	Control
BOK FINANCIAL CORPORATION	DE	BANK OF OKLAHOMA N.A.	E	Control
BOK FINANCIAL CORPORATION	DE	BANK OF OKLAHOMA N.A.	E	Control
BOK FINANCIAL CORPORATION	DE	BANK OF OKLAHOMA N.A.	E	Control
BOK FINANCIAL CORPORATION	DE	BANK OF OKLAHOMA N.A.	E	Control
BOK FINANCIAL CORPORATION	DE	BANK OF OKLAHOMA N.A.	E	Control
BOK FINANCIAL CORPORATION	DE	BANK OF OKLAHOMA N.A.	E	Control
BOK FINANCIAL CORPORATION	DE	BANK OF OKLAHOMA N.A.	E	Control
BOK FINANCIAL CORPORATION	DE	BOKF, N.A.	E	Control
BOK FINANCIAL CORPORATION	DE	BANK OF OKLAHOMA N.A.	E	Control
BOK FINANCIAL CORPORATION	DE	BOKF, N.A.	E	Control
BOK FINANCIAL CORPORATION	DE	BANK OF OKLAHOMA N.A.	E	Control
BOK FINANCIAL CORPORATION	DE	BANK OF OKLAHOMA N.A.	E	Control
BOK FINANCIAL CORPORATION	DE	BANK OF OKLAHOMA N.A.	E	Control
BOK FINANCIAL CORPORATION	DE	BANK OF OKLAHOMA N.A.	E	Control
BOK FINANCIAL CORPORATION	DE	BANK OF OKLAHOMA N.A.	E	Control
BOK FINANCIAL CORPORATION	DE	BANK OF OKLAHOMA N.A.	E	Control
BOK FINANCIAL CORPORATION	DE	BANK OF OKLAHOMA N.A.	E	Control
BOK FINANCIAL CORPORATION	DE	BANK OF OKLAHOMA N.A.	E	Control
BOK FINANCIAL CORPORATION	DE	BOKF, N.A.	E	Control
BOK FINANCIAL CORPORATION	DE	BOKF, N.A.	E	Control
BOK FINANCIAL CORPORATION	DE	BOKF, N.A.	E	Control
BOK FINANCIAL CORPORATION	DE	BOKF, N.A.	E	Control
BOK FINANCIAL CORPORATION	DE	BOKF, N.A.	E	Control
BOK FINANCIAL CORPORATION	DE	BOKF, N.A.	E	Control
BOK FINANCIAL CORPORATION	DE	BOKF, N.A.	E	Control
BOK FINANCIAL CORPORATION	DE	BOKF, N.A.	E	Control
BOK FINANCIAL CORPORATION	DE	BOKF, N.A.	E	Control
BOK FINANCIAL CORPORATION	DE	BOKF, N.A.	E	Control
BOK FINANCIAL CORPORATION	DE	BOKF, N.A.	E	Control
BOK FINANCIAL CORPORATION	DE	BOKF, N.A.	E	Control
BOK FINANCIAL CORPORATION	DE	BOKF, N.A.	E	Control
BOK FINANCIAL CORPORATION	DE	BOKF, N.A.	E	Control
BOK FINANCIAL CORPORATION	DE	BOKF, N.A.	E	Control
BOK FINANCIAL CORPORATION	DE	BOKF, N.A.	E	Control
BOK FINANCIAL CORPORATION	DE	BOKF, N.A.	E	Control
BOK FINANCIAL CORPORATION	DE	BOKF, N.A.	E	Control
BOK FINANCIAL CORPORATION	DE	BOKF, N.A.	E	Control
BOK FINANCIAL CORPORATION	DE	BOKF, N.A.	E	Control
BOK FINANCIAL CORPORATION	DE	BOKF, N.A.	E	Control
BOK FINANCIAL CORPORATION	DE	BOKF, N.A.	E	Control
BOK FINANCIAL CORPORATION	DE	BOKF, N.A.	E	Control
BOK FINANCIAL CORPORATION	DE	BOKF, N.A.	E	Control
BOK FINANCIAL CORPORATION	DE	BOKF, N.A.	E	Control
BOK FINANCIAL CORPORATION	DE	BOKF, N.A.	E	Control
BOK FINANCIAL CORPORATION	DE	BOKF, N.A.	E	Control
BOK FINANCIAL CORPORATION	DE	BOKF, N.A.	E	Control
BOK FINANCIAL CORPORATION	DE	BOKF, N.A.	E	Control
BOK FINANCIAL CORPORATION	DE	BOKF, N.A.	E	Control
KAISER, GEORGE, BRUCE	I	BOK FINANCIAL CORPORATION	E	Control
KAISER, GEORGE, BRUCE	I	BOK FINANCIAL CORPORATION	E	Control
KAISER, GEORGE, BRUCE	I	BOK FINANCIAL CORPORATION	E	Control
KAISER, GEORGE, BRUCE	I	BOK FINANCIAL CORPORATION	E	Control
KAISER, GEORGE, BRUCE	I	BOK FINANCIAL CORPORATION	E	Control
KAISER, GEORGE, BRUCE	I	BOK FINANCIAL CORPORATION	E	Control
KAISER, GEORGE, BRUCE	I	BOK FINANCIAL CORPORATION	E	Control
KAISER, GEORGE, BRUCE	I	BOK FINANCIAL CORPORATION	E	Control
KAISER, GEORGE, BRUCE	I	BOK FINANCIAL CORPORATION	E	Control
KAISER, GEORGE, BRUCE	I	BOK FINANCIAL CORPORATION	E	Control
KAISER, GEORGE, BRUCE	I	BOK FINANCIAL CORPORATION	E	Control
KAISER, GEORGE, BRUCE	I	BOK FINANCIAL CORPORATION	E	Control
KAISER, GEORGE, BRUCE	I	BOK FINANCIAL CORPORATION	E	Control
KAISER, GEORGE, BRUCE	I	BOK FINANCIAL CORPORATION	E	Control
KAISER, GEORGE, BRUCE	I	BOK FINANCIAL CORPORATION	E	Control
KAISER, GEORGE, BRUCE	I	BOK FINANCIAL CORPORATION	E	Control
KAISER, GEORGE, BRUCE	I	BOK FINANCIAL CORPORATION	E	Control
KAISER, GEORGE, BRUCE	I	BOK FINANCIAL CORPORATION	E	Control
KAISER, GEORGE, BRUCE	I	BOK FINANCIAL CORPORATION	E	Control
KAISER, GEORGE, BRUCE	I	BOK FINANCIAL CORPORATION	E	Control
KAISER, GEORGE, BRUCE	I	BOK FINANCIAL CORPORATION	E	Control
KAISER, GEORGE, BRUCE	I	BOK FINANCIAL CORPORATION	E	Control
KAISER, GEORGE, BRUCE	I	BOK FINANCIAL CORPORATION	E	Control
KAISER, GEORGE, BRUCE	I	BOK FINANCIAL CORPORATION	E	Control
KAISER, GEORGE, BRUCE	I	BOK FINANCIAL CORPORATION	E	Control
KAISER, GEORGE, BRUCE	I	BOK FINANCIAL CORPORATION	E	Control
KAISER, GEORGE, BRUCE	I	BOK FINANCIAL CORPORATION	E	Control
KAISER, GEORGE, BRUCE	I	BOK FINANCIAL CORPORATION	D	Control
KAISER, GEORGE, BRUCE	I	BOK FINANCIAL CORPORATION	D	Control
KAISER, GEORGE, BRUCE	I	BOK FINANCIAL CORPORATION	D	Control
KAISER, GEORGE, BRUCE	I	BOK FINANCIAL CORPORATION	D	Control
KAISER, GEORGE, BRUCE	I	BOK FINANCIAL CORPORATION	D	Control
KAISER, GEORGE, BRUCE	I	BOK FINANCIAL CORPORATION	D	Control
KAISER, GEORGE, BRUCE	I	BOK FINANCIAL CORPORATION	D	Control
KAISER, GEORGE, BRUCE	I	BOK FINANCIAL CORPORATION	D	Control
KAISER, GEORGE, BRUCE	I	BOK FINANCIAL CORPORATION	D	Control
KAISER, GEORGE, BRUCE	I	BOK FINANCIAL CORPORATION	D	Control
KAISER, GEORGE, BRUCE	I	BOK FINANCIAL CORPORATION	D	Control
KAISER, GEORGE, BRUCE	I	BOK FINANCIAL CORPORATION	D	Control
KAISER, GEORGE, BRUCE	I	BOK FINANCIAL CORPORATION	D	Control
KAISER, GEORGE, BRUCE	I	BOK FINANCIAL CORPORATION	D	Control
KAISER, GEORGE, BRUCE	I	BOK FINANCIAL CORPORATION	D	Control
KAISER, GEORGE, BRUCE	I	BOK FINANCIAL CORPORATION	D	Control
KAISER, GEORGE, BRUCE	I	BOK FINANCIAL CORPORATION	D	Control
KAISER, GEORGE, BRUCE	I	BOK FINANCIAL CORPORATION	D	Control
KAISER, GEORGE, BRUCE	I	BOK FINANCIAL CORPORATION	D	Control
KAISER, GEORGE, BRUCE	I	BOK FINANCIAL CORPORATION	D	Control
KAISER, GEORGE, BRUCE	I	BOK FINANCIAL CORPORATION	D	Control
KAISER, GEORGE, BRUCE	I	BOK FINANCIAL CORPORATION	D	Control
KAISER, GEORGE, BRUCE	I	BOK FINANCIAL CORPORATION	D	Control

Registrations

Federal

Jun 16, 2025 REGISTERED

Notice Filings (52)

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Address

ONE WILLIAMS CENTER
15TH FLOOR
TULSA, OK 74172-0172
United States

Phone: 800-958-2942