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BOK Financial (NASDAQ: BOKF) EVP restructures 1,880 shares via family trust

Filing Impact
(Neutral)
Filing Sentiment
(Neutral)
Form Type
4

Rhea-AI Filing Summary

BOK Financial Corp executive Brad A. Vincent reported an internal share transfer involving 1,880 shares of common stock. On this date, he moved 940 directly held shares to The Vincent Family Revocable Trust, so the same 940 shares are now held indirectly through the trust rather than in his direct name.

After these restructuring transactions, he holds 18,401 shares directly and 10,046 shares indirectly through the trust. The filing shows no open-market buys or sells and reflects a change in how the shares are held, not a change in his overall economic exposure.

Positive

  • None.

Negative

  • None.
SEC Form 4
FORM 4 UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

STATEMENT OF CHANGES IN BENEFICIAL OWNERSHIP

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: 3235-0287
Estimated average burden
hours per response: 0.5
Check this box if no longer subject to Section 16. Form 4 or Form 5 obligations may continue. See Instruction 1(b).
Check this box to indicate that a transaction was made pursuant to a contract, instruction or written plan for the purchase or sale of equity securities of the issuer that is intended to satisfy the affirmative defense conditions of Rule 10b5-1(c). See Instruction 10.
1. Name and Address of Reporting Person*
Vincent Brad A

(Last) (First) (Middle)
C/O FREDERIC DORWART, LAWYERS PLLC
124 EAST FOURTH STREET

(Street)
TULSA OK 74103

(City) (State) (Zip)
2. Issuer Name and Ticker or Trading Symbol
BOK FINANCIAL CORP [ BOKF ]
5. Relationship of Reporting Person(s) to Issuer
(Check all applicable)
Director 10% Owner
X Officer (give title below) Other (specify below)
EVP - Specialized Industries
3. Date of Earliest Transaction (Month/Day/Year)
03/10/2026
4. If Amendment, Date of Original Filed (Month/Day/Year)
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 Acquired, Disposed of, or Beneficially Owned
1. Title of Security (Instr. 3) 2. Transaction Date (Month/Day/Year) 2A. Deemed Execution Date, if any (Month/Day/Year) 3. Transaction Code (Instr. 8) 4. Securities Acquired (A) or Disposed Of (D) (Instr. 3, 4 and 5) 5. Amount of Securities Beneficially Owned Following Reported Transaction(s) (Instr. 3 and 4) 6. Ownership Form: Direct (D) or Indirect (I) (Instr. 4) 7. Nature of Indirect Beneficial Ownership (Instr. 4)
Code V Amount (A) or (D) Price
Common Stock 03/10/2026 J(1) 940 D $0 18,401 D
Common Stock 03/10/2026 J(1) 940 A $0 10,046 I The Vincent Family Revocable Trust
Table II - Derivative Securities Acquired, Disposed of, or Beneficially Owned
(e.g., puts, calls, warrants, options, convertible securities)
1. Title of Derivative Security (Instr. 3) 2. Conversion or Exercise Price of Derivative Security 3. Transaction Date (Month/Day/Year) 3A. Deemed Execution Date, if any (Month/Day/Year) 4. Transaction Code (Instr. 8) 5. Number of Derivative Securities Acquired (A) or Disposed of (D) (Instr. 3, 4 and 5) 6. Date Exercisable and Expiration Date (Month/Day/Year) 7. Title and Amount of Securities Underlying Derivative Security (Instr. 3 and 4) 8. Price of Derivative Security (Instr. 5) 9. Number of derivative Securities Beneficially Owned Following Reported Transaction(s) (Instr. 4) 10. Ownership Form: Direct (D) or Indirect (I) (Instr. 4) 11. Nature of Indirect Beneficial Ownership (Instr. 4)
Code V (A) (D) Date Exercisable Expiration Date Title Amount or Number of Shares
Explanation of Responses:
1. Mr. Vincent transferred 940 shares he directly held to The Vincent Family Revocable Trust.
Tamara R. Sloan, Power of Attorney 03/11/2026
** 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 4 (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.

FAQ

What did BOKF executive Brad Vincent report in this Form 4 filing?

Brad A. Vincent reported an internal transfer of BOKF shares. He moved 940 shares of common stock from direct ownership into The Vincent Family Revocable Trust, changing the form of ownership but not his overall economic interest in those 1,880 restructured shares.

How many BOKF shares does Brad Vincent hold after the reported transactions?

After the transactions, Brad Vincent holds 28,447 BOKF shares in total. The filing shows 18,401 shares held directly and 10,046 shares held indirectly through The Vincent Family Revocable Trust, reflecting his combined post-transaction ownership positions.

Were there any open-market purchases or sales by Brad Vincent in this BOKF Form 4?

No open-market purchases or sales are shown in this Form 4. The transactions are coded "J" as other acquisitions or dispositions and classified as restructuring, reflecting an internal transfer between direct holdings and a family trust rather than market trading activity.

What is the role of The Vincent Family Revocable Trust in Brad Vincent’s BOKF holdings?

The Vincent Family Revocable Trust now holds part of Vincent’s BOKF shares. The Form 4 shows 10,046 shares of common stock held indirectly through the trust after the restructuring, including 940 shares transferred from his direct ownership into the trust structure.

Does this BOKF Form 4 suggest a change in Brad Vincent’s overall stake in the company?

The filing does not indicate a change in his overall economic stake. It records an internal restructuring of 1,880 shares classified as other transactions, moving 940 shares from direct to trust ownership while maintaining similar total holdings in BOK Financial Corp.
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