BOK Financial Insider Report: 3,060.54-Share Gift by CEO Stacy Kymes
Rhea-AI Filing Summary
BOK Financial Corp (BOKF) insider filing shows officer Stacy Kymes reported a transfer of Common Stock on 08/25/2025. The filing records a Code G disposition of 3,060.5386 shares (reported as disposed at $0, indicating a gift). After the reported transaction, the reporting person directly beneficially owned 100,105.0004 shares. The filing also discloses 23,936 shares held indirectly via the Angel D Kymes Revocable Trust and 9,417.8144 shares held indirectly through a 401(k) plan (including 56.6454 shares acquired under the BOKF 401(k) plan since the last report). The form is signed by power of attorney on 08/27/2025.
Positive
- Substantial continuing ownership: Reporting person retains 100,105.0004 shares directly, plus 23,936 (trust) and 9,417.8144 (401(k)) indirectly
- Transaction classified as Code G (gift): the disposition is not an open-market sale, indicating no immediate cash-out by the officer
- 401(k) activity disclosed: 56.6454 shares acquired under the BOKF 401(k) plan since the last report
Negative
- Disposition of shares: 3,060.5386 shares were disposed of (Code G) on 08/25/2025, reducing direct holdings
- Power of attorney signature: form was signed by a POA rather than the reporting person, which could prompt additional investor questions about authorization (document shows /s/ Tamara R. Sloan, Power of Attorney)
Insights
TL;DR: Officer reported a gift of 3,060.5386 shares and retains substantial direct and indirect holdings, suggesting continued alignment with shareholders.
The Form 4 shows a Code G disposition (gift) of 3,060.5386 shares on 08/25/2025 and substantial continuing ownership: 100,105.0004 shares directly, plus 23,936 shares via a revocable trust and 9,417.8144 shares via a 401(k) plan. The filing explicitly notes 56.6454 shares were added to the 401(k) since the last report. This is a routine insider transfer rather than an open-market sale; impact on outstanding float is minimal relative to the remaining holdings disclosed in the filing.
TL;DR: The transaction is recorded as a gift and the officer maintains meaningful ownership; disclosure appears complete for the reported items.
The report identifies Stacy Kymes as President & CEO and files individually. The Code G designation indicates a non-sale disposition (gift) of 3,060.5386 shares. Post-transaction beneficial ownership is clearly stated across direct and indirect holdings, and the form includes the explanatory note about 401(k) contributions. The filing is signed bypower of attorney and contains the necessary disclosures for Section 16 reporting.