BOK Financial EVP gifts 150 shares of stock
BOK Financial Corp executive Scott Grauer, EVP of Wealth Management, reported a bona fide gift transfer of 150 shares of common stock on July 29, 2026, from his indirectly held Scott Grauer Revocable Trust.
Accepted by SEC EDGAR
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Form Type
4
Rhea-AI Filing Summary
BOK Financial Corp executive Scott Grauer, EVP of Wealth Management, reported a bona fide gift transfer of 150 shares of common stock on July 29, 2026, from his indirectly held Scott Grauer Revocable Trust. After the gift, that trust holds 24,554 shares, alongside 43,524 shares held directly and 12,575.588 shares held indirectly through a 401(k) plan.
Insider Trade Summary
150 shares gifted
Gift
1 txn
Insider
Grauer Scott
Role
EVP, Wealth Management
| Type | Security | Shares | Price | Value |
|---|---|---|---|---|
| Gift | Common Stock | 150 | $0.00 | $0.00 |
| Holding | Common Stock | -- | -- | -- |
| Holding | Common Stock F1 | -- | -- | -- |
Holdings After Transaction:
Common Stock — 24,554 shares (Indirect, Scott Grauer Revocable Trust);
Common Stock — 43,524 shares (Direct);
Common Stock — 12,575.588 shares (Indirect, by 401(k) Plan)
Footnotes (1)
- F1. Includes 150.6592 shares of BOKF common stock acquired under the BOKF 401(k) plan since the date of the reporting person's last ownership report.
Key Figures
Gifted shares: 150 shares of Common Stock
Price per gifted share: $0.00 per share
Revocable trust holdings: 24,554 shares
+3 more
6 metrics
Gifted shares
150 shares of Common Stock
Bona fide gift on July 29, 2026 by Scott Grauer Revocable Trust
Price per gifted share
$0.00 per share
Reported price for bona fide gift transaction
Revocable trust holdings
24,554 shares
Common stock indirectly held after the gift via Scott Grauer Revocable Trust
Direct holdings
43,524 shares
Common stock directly owned by Scott Grauer after reported transactions
401(k) plan holdings
12,575.588 shares
Common stock held indirectly for Grauer by BOKF 401(k) plan after update
Recent 401(k) acquisitions
150.6592 shares
Shares acquired under BOKF 401(k) plan since last ownership report
Key Terms
Bona fide gift, revocable trust, indirect ownership, 401(k) plan
4 terms
Bona fide gift regulatory
"The transaction code indicates a Bona fide gift of common stock."
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.
revocable trust financial
"Indirect ownership is reported through the Scott Grauer Revocable Trust."
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
"Shares are reported as indirect ownership via a trust and a 401(k) plan."
401(k) plan financial
"Includes shares of BOKF common stock acquired under the BOKF 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 transaction did BOKF executive Scott Grauer report?
Scott Grauer reported a bona fide gift of 150 BOK Financial Corp (BOKF) common shares on July 29, 2026. The shares were transferred from his indirectly held Scott Grauer Revocable Trust, with no purchases or market sales disclosed in this filing.
What BOKF holdings does Scott Grauer have through the 401(k) plan?
The filing shows 12,575.588 BOK Financial Corp (BOKF) shares held indirectly for Scott Grauer via a 401(k) plan. A footnote explains this amount includes 150.6592 shares acquired under the BOKF 401(k) plan since his prior ownership report.
Did the BOKF Form 4 report any stock sales or purchases by Scott Grauer?
No stock purchases or sales were reported. The only transaction was a bona fide gift of 150 BOK Financial Corp (BOKF) shares from an indirectly held trust, accompanied by updated post-transaction holdings for his direct and 401(k) plan positions.
AI-generated analysis. How Rhea-AI works. Not financial advice.
