BOK Financial EVP files Form 3 with 1,100 shares

BOK Financial Corp executive Tamara Ruth Sloan, who serves as EVP and General Counsel, filed an initial ownership report showing an indirect position in the company’s common stock.

Accepted by SEC EDGAR 04/07/2026 - 03:55 PM EDT Learn about SEC filing dates

Rhea-AI Filing Summary

BOK Financial Corp executive Tamara Ruth Sloan, who serves as EVP and General Counsel, filed an initial ownership report showing an indirect position in the company’s common stock. The filing reports 1,100 shares of Common Stock held indirectly through a 401(k) Plan.

Insider Trade Summary

Holdings reported, no transactions

Holdings

Insider Sloan Tamara Ruth

Role EVP, General Counsel

Type	Security	Shares	Price	Value
Holding	Common Stock	--	--	--

Holdings: Common Stock — 1,100 shares (Indirect, By 401(k) Plan)

Key Figures

Common stock holdings: 1,100 shares

1 metrics

Common stock holdings 1,100 shares Total shares of BOK Financial Corp common stock held indirectly

Key Terms

Form 3, Common Stock, 401(k) Plan, indirect ownership

4 terms

Form 3 regulatory

"INSIDER FILING DATA (Form 3)"

Form 3 is the initial public filing that officers, directors and large shareholders must submit to report their ownership of a company’s securities when they become insiders. It acts like an opening inventory sheet that gives investors a starting point to see who holds significant stakes and to spot later trades or potential conflicts of interest, helping assess insider confidence and transparency.

Common Stock financial

""security_title": "Common Stock""

Common stock represents ownership shares in a company, giving investors a stake in its success and a say in important decisions through voting rights. It is the most common type of stock traded on markets and can provide income through dividends, as well as potential for value growth. For investors, holding common stock means sharing in the company’s profits and risks.

401(k) Plan financial

""nature_of_ownership": "By 401(k) Plan""

A 401(k) plan is a workplace retirement account that lets employees set aside part of their pay into a tax-advantaged savings pot, often with employers adding matching contributions — like a workplace piggy bank for future income. It matters to investors because the amount people save and how employers fund these plans influence consumer spending, corporate payroll costs and the flow of money into financial markets, which can affect stock prices and company valuations.

indirect ownership financial

""ownership_type": "indirect""

FAQ

AI-generated questions and answers. How Rhea-AI works. Not financial advice.

What does the BOKF Form 3 filing by Tamara Ruth Sloan show?

The Form 3 filing shows that EVP and General Counsel Tamara Ruth Sloan beneficially owns 1,100 shares of BOK Financial Corp common stock held indirectly through a 401(k) Plan as her reported initial ownership position.

How many BOKF shares does Tamara Ruth Sloan report in this Form 3?

Tamara Ruth Sloan reports 1,100 shares of BOK Financial Corp common stock as of the filing, with those shares categorized as indirect ownership through a 401(k) Plan rather than directly held in a personal brokerage account.

Is the BOKF Form 3 for Tamara Ruth Sloan a buy or sell transaction?

This Form 3 does not report a buy or sell transaction. It records initial beneficial ownership of 1,100 shares of BOK Financial Corp common stock, held indirectly through a 401(k) Plan, without indicating any new purchase or sale.

How are Tamara Ruth Sloan’s BOKF shares held according to the Form 3?

According to the filing, Tamara Ruth Sloan’s 1,100 BOK Financial Corp common shares are held indirectly with the nature of ownership described as “By 401(k) Plan”, meaning the position is in a retirement plan account, not directly registered in her name.

What role does Tamara Ruth Sloan have at BOK Financial Corp in this Form 3?

The Form 3 identifies Tamara Ruth Sloan as an officer of BOK Financial Corp, serving as EVP, General Counsel. The filing connects her executive role with her reported indirect ownership of 1,100 shares of the company’s common stock.

AI-generated analysis. How Rhea-AI works. Not financial advice.

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SEC Form 3

FORM 3

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

INITIAL STATEMENT OF BENEFICIAL OWNERSHIP OF SECURITIES

Filed pursuant to Section 16(a) of the Securities Exchange Act of 1934
or Section 30(h) of the Investment Company Act of 1940

OMB APPROVAL

OMB Number:			3235-0104
Estimated average burden
hours per response:			0.5

1. Name and Address of Reporting Person^*

Sloan Tamara Ruth

(Last) (First) (Middle)

C/O FREDERIC DORWART, LAWYERS PLLC

124 EAST FOURTH STREET

(Street)

TULSA OKLAHOMA 74103

(City) (State) (Zip)

UNITED STATES

(Country)

2. Date of Event Requiring Statement (Month/Day/Year)
03/31/2026

3. Issuer Name and Ticker or Trading Symbol
BOK FINANCIAL CORP [ BOKF ]

3a. Foreign Trading Symbol

5. If Amendment, Date of Original Filed (Month/Day/Year)

4. Relationship of Reporting Person(s) to Issuer
(Check all applicable)

	Director		10% Owner
X	Officer (give title below)		Other (specify below)
	EVP, General Counsel

6. Individual or Joint/Group Filing (Check Applicable Line)

X	Form filed by One Reporting Person
	Form filed by More than One Reporting Person

Table I - Non-Derivative Securities Beneficially Owned
1. Title of Security (Instr. 4)	2. Amount of Securities Beneficially Owned (Instr. 4)	3. Ownership Form: Direct (D) or Indirect (I) (Instr. 5)	4. Nature of Indirect Beneficial Ownership (Instr. 5)
Common Stock	1,100	I	By 401(k) Plan

Table II - Derivative Securities Beneficially Owned (e.g., puts, calls, warrants, options, convertible securities)
1. Title of Derivative Security (Instr. 4)	2. Date Exercisable and Expiration Date (Month/Day/Year)		3. Title and Amount of Securities Underlying Derivative Security (Instr. 4)		4. Conversion or Exercise Price of Derivative Security	5. Ownership Form: Direct (D) or Indirect (I) (Instr. 5)	6. Nature of Indirect Beneficial Ownership (Instr. 5)
	Date Exercisable	Expiration Date	Title	Amount or Number of Shares

Explanation of Responses:

	Tamara R. Sloan	04/07/2026
	** Signature of Reporting Person	Date
Reminder: Report on a separate line for each class of securities beneficially owned directly or indirectly.
* If the form is filed by more than one reporting person, see Instruction 5 (b)(v).
** Intentional misstatements or omissions of facts constitute Federal Criminal Violations See 18 U.S.C. 1001 and 15 U.S.C. 78ff(a).
Note: File three copies of this Form, one of which must be manually signed. If space is insufficient, see Instruction 6 for procedure.
Persons who respond to the collection of information contained in this form are not required to respond unless the form displays a currently valid OMB Number.
* Form 3: SEC 1473 (03-26)