BOK Financial CEO reports stock sale and gift
BOK Financial Corp President & CEO Stacy Kymes reported two Common Stock dispositions dated July 23, 2026.
Rhea-AI Filing Summary
BOK Financial Corp President & CEO Stacy Kymes reported two Common Stock dispositions dated July 23, 2026. Kymes sold 8.5386 shares at $139.5320 per share in an open-market or private transaction and made a bona fide gift of 3215.0000 shares.
Following these transactions, indirect holdings include 23936.0000 shares in the Angel D Kymes Revocable Trust and 9613.5168 shares through a 401(k) plan, including 94.9257 shares acquired via a BOKF dividend reinvestment plan. The filing does not indicate these transactions were made under a Rule 10b5-1 trading plan.
Positive
- None.
Negative
- None.
Insider Trade Summary
Net Seller: 8.5386 shares
Net Sell
4 txns
Insider
KYMES STACY
Role
President & CEO
Sold
8.5386 shs ($1K)
| Type | Security | Shares | Price | Value |
|---|---|---|---|---|
| Sale | Common Stock | 8.5386 | $139.532 | $1K |
| Gift | Common Stock | 3,215 | $0.00 | $0.00 |
| holding | Common Stock | -- | -- | -- |
| holding | Common Stock F1 | -- | -- | -- |
Holdings After Transaction:
Common Stock — 119,957 shares (Direct);
Common Stock — 23,936 shares (Indirect, Angel D Kymes Revocable Trust);
Common Stock — 9,613.5168 shares (Indirect, by 401(k) Plan)
Footnotes (1)
- F1. Includes 94.9257 shares of BOKF common stock acquired under a BOKF dividend reinvestment plan since the date of the reporting person's last ownership report.
Key Figures
Common shares sold: 8.5386 shares at $139.5320 per share
Shares gifted: 3215.0000 shares
Indirect trust holdings: 23936.0000 shares
+2 more
5 metrics
Common shares sold
8.5386 shares at $139.5320 per share
Sale by President & CEO Stacy Kymes on July 23, 2026
Shares gifted
3215.0000 shares
Bona fide gift disposition by Stacy Kymes on July 23, 2026
Indirect trust holdings
23936.0000 shares
Common Stock held indirectly via Angel D Kymes Revocable Trust
Indirect 401(k) holdings
9613.5168 shares
Common Stock held indirectly through a 401(k) Plan
Dividend reinvestment shares
94.9257 shares
Portion of 401(k) holdings acquired via BOKF dividend reinvestment plan
Key Terms
Bona fide gift, dividend reinvestment plan, revocable trust, indirect ownership, +1 more
5 terms
Bona fide gift financial
"Transaction code G described as "Bona fide gift" of 3215.0000 shares"
A bona fide gift is a genuine, voluntary transfer of money, property, or benefits from one party to another made without expectation of repayment, services, or hidden conditions. Investors care because such gifts can affect company disclosures, related‑party transaction rules, tax treatment, and perceived conflicts of interest; think of it like someone giving you a present with no strings attached — but on a corporate scale, auditors and regulators need to verify it really is unconditional.
dividend reinvestment plan financial
"Shares acquired under a BOKF dividend reinvestment plan since last ownership report"
A dividend reinvestment plan lets shareholders automatically use cash dividends to buy more shares of the same company instead of receiving the money. It matters to investors because it turns regular payouts into a steady way to grow ownership and take advantage of compound returns—like having your savings automatically buy additional slices of a pie over time—while often reducing transaction costs and smoothing purchase timing.
revocable trust financial
"Indirect ownership listed as Angel D Kymes Revocable Trust holding 23936.0000 shares"
A revocable trust is a legal arrangement where the person who creates it keeps control and can change or cancel the trust at any time, while naming who will manage and receive the assets later. Think of it like a flexible folder for your investments and property that can be relabeled or reworked as circumstances change; it matters to investors because it determines how ownership is recorded, how easily assets transfer on incapacity or death, and whether holdings bypass public probate proceedings.
indirect ownership financial
"Ownership type marked as indirect for trust and 401(k) plan holdings"
401(k) Plan financial
"Indirect holdings include BOKF common stock held 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.
FAQ
AI-generated questions and answers. How Rhea-AI works. Not financial advice.
What insider transactions did BOKF CEO Stacy Kymes report on July 23, 2026?
Stacy Kymes reported two BOKF Common Stock dispositions on July 23, 2026: a sale of 8.5386 shares at $139.5320 per share and a bona fide gift of 3215.0000 shares, both reported as directly owned before transfer.
What are Stacy Kymes’ indirect BOKF stock holdings after these transactions?
After the reported transactions, indirect BOKF holdings include 23936.0000 shares held by the Angel D Kymes Revocable Trust and 9613.5168 shares held through a 401(k) Plan, the latter including 94.9257 shares acquired via a dividend reinvestment plan since the prior ownership report.
Were the July 23, 2026 BOKF insider transactions under a Rule 10b5-1 plan?
The filing’s Rule 10b5-1 checkbox is not marked as affirmative, indicating the July 23, 2026 transactions are not affirmed as executed under a Rule 10b5-1 trading plan. No footnote indicates any separate pre-arranged trading arrangement.
What does the dividend reinvestment footnote in the BOKF Form 4 indicate?
A footnote explains that the 401(k) position includes 94.9257 BOKF shares acquired through a dividend reinvestment plan since the reporting person’s last ownership report. This clarifies that part of the indirect 401(k) holding grew via automatic dividend reinvestment.
How is transaction code G described in Stacy Kymes’ BOKF Form 4?
Transaction code G is described as a “Bona fide gift”. In this filing, it reflects a transfer of 3215.0000 BOKF Common Stock shares, a disposition without sale, distinct from the smaller open-market or private sale reported under transaction code S.
AI-generated analysis. How Rhea-AI works. Not financial advice.
