BOK Financial (BOKF) director adds 144 shares via trust award

Rhea-AI Filing Summary

BOK Financial Corp director Robert Waldo reported a grant, award, or other acquisition of 144 shares of common stock on July 14, 2026, at $138.55 per share. The shares are held indirectly through the Robert A. Waldo Revocable Trust, which now holds 31,929 shares in total.

Insider Trade Summary

1 transaction reported

Mixed 1 txn

Insider Waldo Robert

Role Director

Type	Security	Shares	Price	Value
Grant/Award	Common Stock	144	$138.55	$20K

Holdings After Transaction: Common Stock — 31,929 shares (Indirect, Robert A. Waldo Revocable Trust)

Footnotes (1)

Key Figures

Shares acquired: 144 shares Transaction price: $138.55 per share Post-transaction holdings: 31,929 shares

3 metrics

Shares acquired 144 shares Grant, award, or other acquisition of common stock on July 14, 2026

Transaction price $138.55 per share Value reported for the 144-share acquisition

Post-transaction holdings 31,929 shares Common stock held indirectly through Robert A. Waldo Revocable Trust after transaction

Key Terms

Grant, award, or other acquisition, indirect ownership, Revocable Trust

3 terms

Grant, award, or other acquisition financial

"Transaction code A is described as a grant, award, or other acquisition"

indirect ownership financial

"The ownership code is indirect, reflecting shares held via a trust"

Revocable Trust financial

"Shares are held by the Robert A. Waldo 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.

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Form 4 Insider Transactions: What Each Field Means →

Available on EDGAR 07/14/2026 - 12:41 PM Accepted by SEC EDGAR 07/14/2026 - 12:41 PM Learn about SEC filing dates

FAQ

What insider transaction did BOK Financial (BOKF) report for Robert Waldo?

BOK Financial reported that director Robert Waldo acquired 144 shares of common stock on July 14, 2026. The acquisition was coded as a grant, award, or other acquisition rather than an open-market purchase, and is held indirectly through his revocable trust.

At what price were the new BOK Financial (BOKF) shares attributed to Robert Waldo reported?

The acquired 144 shares were reported at a price of $138.55 per share. This price reflects the transaction value disclosed for the grant, award, or other acquisition, not necessarily an open-market trading price for BOK Financial’s common stock.

How many BOK Financial (BOKF) shares does Robert Waldo’s trust hold after this transaction?

Following the reported transaction, the Robert A. Waldo Revocable Trust holds 31,929 shares of BOK Financial common stock. These shares are reported as indirect ownership by director Robert Waldo, reflecting holdings through the trust structure.

Is Robert Waldo’s BOK Financial (BOKF) ownership direct or indirect after the latest filing?

The reported holdings are indirect, shown under the Robert A. Waldo Revocable Trust. The Form 4 lists the ownership code as indirect, indicating the shares are held via the trust rather than directly in Robert Waldo’s own name.

What Form 4 transaction code was used for Robert Waldo’s BOK Financial (BOKF) shares?

The transaction used code A, described as a grant, award, or other acquisition of common stock. This code indicates an acquisition event rather than an open-market buy or sell, aligning with compensation or similar share award mechanics.

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^*

Waldo Robert

(Last) (First) (Middle)

6733 S. YALE AVE.

(Street)

TULSA, OKLAHOMA 74136

(City) (State) (Zip)

UNITED STATES

(Country)

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

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

X	Director		10% Owner
	Officer (give title below)		Other (specify below)

2a. Foreign Trading Symbol

3. Date of Earliest Transaction (Month/Day/Year)
07/14/2026

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

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

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

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	07/14/2026		A		144	A	$138.55	31,929	I	Robert A. Waldo 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:

	Tamara R. Sloan, Power of Attorney	07/14/2026
	** 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.
* Form 4: SEC 1474 (03-26)