DISCIPLINED INVESTMENTS, LLC

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Disciplined Investments is based out of Tulsa. Disciplined Investments is a large advisory firm with 291 clients and discretionary assets under management (AUM) of $276,351,500 (Form ADV from 2020-06-18). Their last reported 13F filing for Q3 2020 included $135,606,000 in managed 13F securities and a top 10 holdings concentration of 34.93%. Disciplined Investments's largest holding is iShares Russell 1000 Value ETF with shares held of 69,301. Whalewisdom has at least 4 13F filings

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09/30/2020

13F Activity

  • Market Value $135.606 Million
  • Prior Market Value $128.53 Million
  • New Purchases38 stocks
  • Additional Purchases82 stocks
  • Sold out of40 stocks
  • Reduced holdings in94 stocks
  • Top 10 Holdings % 34.93 %
  • Turnover % [1]:18.62%
  • Turnover Alt % [2]: 4.33 %
  • Time Held Top20:2.80 quarters
  • Time Held Top10:2.50 quarters
  • Time Held All:2.62 quarters

[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.

[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.

09/30/2020

13F Sector Allocation Over Time

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2020-11-16

Performance for Q3 2020: 6.68%
Performance Last 4 Quarters: 0.0%
Performance Metrics
Stats are not available for the latest quarter

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*Shares are split adjusted

View Last Form Adv Compilation Report on Record

DISCIPLINED INVESTMENTS, LLC
2222 S. UTICA PLACE SUITE 200
TULSA OK    74114-7000
Country: United States

Business Phone: 918.388.2690
Fax: 800.388.3793
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm
Form of Organization: Limited Liability Company
Organized in: OK
Number of employees: 8
Other Business Activities:
Advisor Fees/Compensation: Percentage of assets under management,Hourly charges,Fixed fees
Amount of client funds and securities:
Total Number of Clients: 291
Amount of client funds and securities by related persons:
Total Number of clients from related persons:
Disclosures:
Data above was derived from SEC filings.

Active Schedule 13D and 13G events

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Insider Transactions in the past year

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DISCIPLINED INVESTMENTS, LLC

ownership team - last updated 2020-06-18
Name Title Start Date Direct/Indirect % Ownership
HOGANTAYLOR LLP MANAGING MEMBER 01/01/2010 Direct 50 - 75%
Fund Name Position direct/indirect start date end date
DISCIPLINED INVESTMENTS, LLC MANAGING MEMBER direct 2010-01-01
LEAVITT, ADAM, JAMES CHIEF OPERATING OFFICER & CHIEF COMPLIANCE OFFICER 01/01/2014 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
DISCIPLINED INVESTMENTS, LLC CHIEF COMPLIANCE OFFICER direct 2007-11-01
DISCIPLINED INVESTMENTS, LLC CHIEF OPERATING OFFICER & CHIEF COMPLIANCE OFFICER direct 2014-01-01
BACON, MATHEW, REED CHIEF FINANCIAL OFFICER 06/01/2011 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
DISCIPLINED INVESTMENTS, LLC CHIEF FINANCIAL OFFICER direct 2011-06-01
OTTO, JON, ANTHONY SECRETARY 01/01/2014 Direct less than 5%
Fund Name Position direct/indirect start date end date
DISCIPLINED INVESTMENTS, LLC SECRETARY direct 2014-01-01
NAIL, RANDELL, BRIAN CHIEF EXECUTIVE OFFICER AND CHAIRMAN HOGANTAYLOR LLP 01/01/2012 Indirect Other
Fund Name Position direct/indirect start date end date
DISCIPLINED INVESTMENTS, LLC CHIEF EXECUTIVE OFFICER indirect 2012-01-01
DISCIPLINED INVESTMENTS, LLC CHIEF EXECUTIVE OFFICER AND CHAIRMAN indirect 2012-01-01
WAGNER, ROBERT, BAXTER MEMBER OF THE BOARD OF DIRECTORS HOGANTAYLOR LLP 01/01/2015 Indirect Other
Fund Name Position direct/indirect start date end date
DISCIPLINED INVESTMENTS, LLC MEMBER OF THE BOARD OF DIRECTORS indirect 2015-01-01
WISDOM, CHARLES, TODD MEMBER OF THE BOARD OF DIRECTORS HOGANTAYLOR LLP 07/01/2015 Indirect Other
Fund Name Position direct/indirect start date end date
DISCIPLINED INVESTMENTS, LLC EXECUTIVE PARTNER indirect 2009-12-01
DISCIPLINED INVESTMENTS, LLC MEMBER OF THE BOARD OF DIRECTORS indirect 2009-12-01
DISCIPLINED INVESTMENTS, LLC MEMBER OF THE BOARD OF DIRECTORS indirect 2015-07-01
MILLIGAN, JAMES, PATRICK MEMBER OF THE BOARD OF DIRECTORS HOGANTAYLOR LLP 07/01/2016 Indirect Other
Fund Name Position direct/indirect start date end date
DISCIPLINED INVESTMENTS, LLC EXECUTIVE PARTNER indirect 2009-12-01
DISCIPLINED INVESTMENTS, LLC MEMBER OF THE BOARD OF DIRECTORS indirect 2009-12-01
DISCIPLINED INVESTMENTS, LLC CHIEF EXECUTIVE OFFICER direct 2010-01-01
DISCIPLINED INVESTMENTS, LLC MEMBER OF THE BOARD OF DIRECTORS indirect 2016-07-01
WRIGHT, RICHARD, ALAN MEMBER OF THE BOARD OF DIRECTORS HOGANTAYLOR LLP 07/01/2017 Indirect Other
Fund Name Position direct/indirect start date end date
DISCIPLINED INVESTMENTS, LLC MEMBER OF THE BOARD OF DIRECTORS indirect 2012-01-01
COOPER, GARY, DON MEMBER OF THE BOARD OF DIRECTORS HOGANTAYLOR LLP 01/01/2019 Indirect Other
Fund Name Position direct/indirect start date end date
DISCIPLINED INVESTMENTS, LLC MEMBER OF THE BOARD OF DIRECTORS indirect 2019-01-01

DISCIPLINED INVESTMENTS, LLC

ownership team - last updated 2020-03-18
Name Title Start Date Direct/Indirect % Ownership

DISCIPLINED INVESTMENTS, LLC

ownership team - last updated 2019-09-30
Name Title Start Date Direct/Indirect % Ownership
HOGANTAYLOR LLP MANAGING MEMBER 01/01/2010 Direct 50 - 75%
Fund Name Position direct/indirect start date end date
DISCIPLINED INVESTMENTS, LLC MANAGING MEMBER direct 2010-01-01
LEAVITT, ADAM, JAMES CHIEF OPERATING OFFICER & CHIEF COMPLIANCE OFFICER 01/01/2014 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
DISCIPLINED INVESTMENTS, LLC CHIEF COMPLIANCE OFFICER direct 2007-11-01
DISCIPLINED INVESTMENTS, LLC CHIEF OPERATING OFFICER & CHIEF COMPLIANCE OFFICER direct 2014-01-01
BACON, MATHEW, REED CHIEF FINANCIAL OFFICER 06/01/2011 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
DISCIPLINED INVESTMENTS, LLC CHIEF FINANCIAL OFFICER direct 2011-06-01
OTTO, JON, ANTHONY SECRETARY 01/01/2014 Direct less than 5%
Fund Name Position direct/indirect start date end date
DISCIPLINED INVESTMENTS, LLC SECRETARY direct 2014-01-01
NAIL, RANDELL, BRIAN CHIEF EXECUTIVE OFFICER AND CHAIRMAN HOGANTAYLOR LLP 01/01/2012 Indirect Other
Fund Name Position direct/indirect start date end date
DISCIPLINED INVESTMENTS, LLC CHIEF EXECUTIVE OFFICER indirect 2012-01-01
DISCIPLINED INVESTMENTS, LLC CHIEF EXECUTIVE OFFICER AND CHAIRMAN indirect 2012-01-01
WAGNER, ROBERT, BAXTER MEMBER OF THE BOARD OF DIRECTORS HOGANTAYLOR LLP 01/01/2015 Indirect Other
Fund Name Position direct/indirect start date end date
DISCIPLINED INVESTMENTS, LLC MEMBER OF THE BOARD OF DIRECTORS indirect 2015-01-01
WISDOM, CHARLES, TODD MEMBER OF THE BOARD OF DIRECTORS HOGANTAYLOR LLP 07/01/2015 Indirect Other
Fund Name Position direct/indirect start date end date
DISCIPLINED INVESTMENTS, LLC EXECUTIVE PARTNER indirect 2009-12-01
DISCIPLINED INVESTMENTS, LLC MEMBER OF THE BOARD OF DIRECTORS indirect 2009-12-01
DISCIPLINED INVESTMENTS, LLC MEMBER OF THE BOARD OF DIRECTORS indirect 2015-07-01
MILLIGAN, JAMES, PATRICK MEMBER OF THE BOARD OF DIRECTORS HOGANTAYLOR LLP 07/01/2016 Indirect Other
Fund Name Position direct/indirect start date end date
DISCIPLINED INVESTMENTS, LLC EXECUTIVE PARTNER indirect 2009-12-01
DISCIPLINED INVESTMENTS, LLC MEMBER OF THE BOARD OF DIRECTORS indirect 2009-12-01
DISCIPLINED INVESTMENTS, LLC CHIEF EXECUTIVE OFFICER direct 2010-01-01
DISCIPLINED INVESTMENTS, LLC MEMBER OF THE BOARD OF DIRECTORS indirect 2016-07-01
WRIGHT, RICHARD, ALAN MEMBER OF THE BOARD OF DIRECTORS HOGANTAYLOR LLP 07/01/2017 Indirect Other
Fund Name Position direct/indirect start date end date
DISCIPLINED INVESTMENTS, LLC MEMBER OF THE BOARD OF DIRECTORS indirect 2012-01-01
COOPER, GARY, DON MEMBER OF THE BOARD OF DIRECTORS HOGANTAYLOR LLP 01/01/2019 Indirect Other
Fund Name Position direct/indirect start date end date
DISCIPLINED INVESTMENTS, LLC MEMBER OF THE BOARD OF DIRECTORS indirect 2019-01-01

DISCIPLINED INVESTMENTS, LLC

ownership team - last updated 2019-01-28
Name Title Start Date Direct/Indirect % Ownership
HOGANTAYLOR LLP MANAGING MEMBER 01/01/2010 Direct 50 - 75%
Fund Name Position direct/indirect start date end date
DISCIPLINED INVESTMENTS, LLC MANAGING MEMBER direct 2010-01-01
LEAVITT, ADAM, JAMES CHIEF OPERATING OFFICER & CHIEF COMPLIANCE OFFICER 01/01/2014 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
DISCIPLINED INVESTMENTS, LLC CHIEF COMPLIANCE OFFICER direct 2007-11-01
DISCIPLINED INVESTMENTS, LLC CHIEF OPERATING OFFICER & CHIEF COMPLIANCE OFFICER direct 2014-01-01
BACON, MATHEW, REED CHIEF FINANCIAL OFFICER 06/01/2011 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
DISCIPLINED INVESTMENTS, LLC CHIEF FINANCIAL OFFICER direct 2011-06-01
OTTO, JON, ANTHONY SECRETARY 01/01/2014 Direct less than 5%
Fund Name Position direct/indirect start date end date
DISCIPLINED INVESTMENTS, LLC SECRETARY direct 2014-01-01
NAIL, RANDELL, BRIAN CHIEF EXECUTIVE OFFICER AND CHAIRMAN HOGANTAYLOR LLP 01/01/2012 Indirect Other
Fund Name Position direct/indirect start date end date
DISCIPLINED INVESTMENTS, LLC CHIEF EXECUTIVE OFFICER indirect 2012-01-01
DISCIPLINED INVESTMENTS, LLC CHIEF EXECUTIVE OFFICER AND CHAIRMAN indirect 2012-01-01
WAGNER, ROBERT, BAXTER MEMBER OF THE BOARD OF DIRECTORS HOGANTAYLOR LLP 01/01/2015 Indirect Other
Fund Name Position direct/indirect start date end date
DISCIPLINED INVESTMENTS, LLC MEMBER OF THE BOARD OF DIRECTORS indirect 2015-01-01
WISDOM, CHARLES, TODD MEMBER OF THE BOARD OF DIRECTORS HOGANTAYLOR LLP 07/01/2015 Indirect Other
Fund Name Position direct/indirect start date end date
DISCIPLINED INVESTMENTS, LLC EXECUTIVE PARTNER indirect 2009-12-01
DISCIPLINED INVESTMENTS, LLC MEMBER OF THE BOARD OF DIRECTORS indirect 2009-12-01
DISCIPLINED INVESTMENTS, LLC MEMBER OF THE BOARD OF DIRECTORS indirect 2015-07-01
MILLIGAN, JAMES, PATRICK MEMBER OF THE BOARD OF DIRECTORS HOGANTAYLOR LLP 07/01/2016 Indirect Other
Fund Name Position direct/indirect start date end date
DISCIPLINED INVESTMENTS, LLC EXECUTIVE PARTNER indirect 2009-12-01
DISCIPLINED INVESTMENTS, LLC MEMBER OF THE BOARD OF DIRECTORS indirect 2009-12-01
DISCIPLINED INVESTMENTS, LLC CHIEF EXECUTIVE OFFICER direct 2010-01-01
DISCIPLINED INVESTMENTS, LLC MEMBER OF THE BOARD OF DIRECTORS indirect 2016-07-01
WRIGHT, RICHARD, ALAN MEMBER OF THE BOARD OF DIRECTORS HOGANTAYLOR LLP 07/01/2017 Indirect Other
Fund Name Position direct/indirect start date end date
DISCIPLINED INVESTMENTS, LLC MEMBER OF THE BOARD OF DIRECTORS indirect 2012-01-01
COOPER, GARY, DON MEMBER OF THE BOARD OF DIRECTORS HOGANTAYLOR LLP 01/01/2019 Indirect Other
Fund Name Position direct/indirect start date end date
DISCIPLINED INVESTMENTS, LLC MEMBER OF THE BOARD OF DIRECTORS indirect 2019-01-01

DISCIPLINED INVESTMENTS, LLC

ownership team - last updated 2017-04-28
Name Title Start Date Direct/Indirect % Ownership
HOGANTAYLOR LLP MANAGING MEMBER 01/01/2010 Direct 50 - 75%
Fund Name Position direct/indirect start date end date
DISCIPLINED INVESTMENTS, LLC MANAGING MEMBER direct 2010-01-01
LEAVITT, ADAM, JAMES CHIEF OPERATING OFFICER & CHIEF COMPLIANCE OFFICER 01/01/2014 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
DISCIPLINED INVESTMENTS, LLC CHIEF COMPLIANCE OFFICER direct 2007-11-01
DISCIPLINED INVESTMENTS, LLC CHIEF OPERATING OFFICER & CHIEF COMPLIANCE OFFICER direct 2014-01-01
BACON, MATHEW, REED CHIEF FINANCIAL OFFICER 06/01/2011 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
DISCIPLINED INVESTMENTS, LLC CHIEF FINANCIAL OFFICER direct 2011-06-01
OTTO, JON, ANTHONY SECRETARY 01/01/2014 Direct less than 5%
Fund Name Position direct/indirect start date end date
DISCIPLINED INVESTMENTS, LLC SECRETARY direct 2014-01-01
MURRAY, JACK, DEE MEMBER OF THE BOARD OF DIRECTORS HOGANTAYLOR LLP 01/01/2012 Indirect Other
Fund Name Position direct/indirect start date end date
DISCIPLINED INVESTMENTS, LLC MEMBER OF THE BOARD OF DIRECTORS indirect 2012-01-01
NAIL, RANDELL, BRIAN CHIEF EXECUTIVE OFFICER AND CHAIRMAN HOGANTAYLOR LLP 01/01/2012 Indirect Other
Fund Name Position direct/indirect start date end date
DISCIPLINED INVESTMENTS, LLC CHIEF EXECUTIVE OFFICER indirect 2012-01-01
DISCIPLINED INVESTMENTS, LLC CHIEF EXECUTIVE OFFICER AND CHAIRMAN indirect 2012-01-01
WAGNER, ROBERT, BAXTER MEMBER OF THE BOARD OF DIRECTORS HOGANTAYLOR LLP 01/01/2015 Indirect Other
Fund Name Position direct/indirect start date end date
DISCIPLINED INVESTMENTS, LLC MEMBER OF THE BOARD OF DIRECTORS indirect 2015-01-01
WISDOM, CHARLES, TODD MEMBER OF THE BOARD OF DIRECTORS HOGANTAYLOR LLP 07/01/2015 Indirect Other
Fund Name Position direct/indirect start date end date
DISCIPLINED INVESTMENTS, LLC EXECUTIVE PARTNER indirect 2009-12-01
DISCIPLINED INVESTMENTS, LLC MEMBER OF THE BOARD OF DIRECTORS indirect 2009-12-01
DISCIPLINED INVESTMENTS, LLC MEMBER OF THE BOARD OF DIRECTORS indirect 2015-07-01
MILLIGAN, JAMES, PATRICK MEMBER OF THE BOARD OF DIRECTORS HOGANTAYLOR LLP 07/01/2016 Indirect Other
Fund Name Position direct/indirect start date end date
DISCIPLINED INVESTMENTS, LLC EXECUTIVE PARTNER indirect 2009-12-01
DISCIPLINED INVESTMENTS, LLC MEMBER OF THE BOARD OF DIRECTORS indirect 2009-12-01
DISCIPLINED INVESTMENTS, LLC CHIEF EXECUTIVE OFFICER direct 2010-01-01
DISCIPLINED INVESTMENTS, LLC MEMBER OF THE BOARD OF DIRECTORS indirect 2016-07-01

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