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BOK Financial Corp Form 4 Filings

BOKF NASDAQ

Every Form 4 that BOK Financial Corp (BOKF) has filed with the SEC in the last 12 months is listed below, newest first, and each one links through to the document itself with the summary and the scores our analysis gives it.

A Form 4 covers the transactions officers, directors and large holders report, so if you follow BOKF and want that one kind of document rather than the whole filing history, this is the page to keep. The company's other filings, of every form, are on the full BOKF filings page.

Rhea-AI Summary

BOK FINANCIAL CORP director Steven Bangert reported selling 1,250 shares of common stock on 2026-08-11 in a sale characterized as an open-market or private transaction at $143.96 per share. After the sale he directly holds 31,710 shares and indirectly holds 10,436 shares through Bangert Family Investments, LLLP. The filing does not affirm use of a Rule 10b5-1 trading plan.

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BOK Financial Corp executive Brad A. Vincent, EVP - Specialized Industries, reported that The Vincent Family Revocable Trust sold 4,015 shares of common stock on August 4, 2026, at $145.42 per share in a sale in open market or private transaction.

Following this sale, the trust holds 6,031 shares indirectly, and Vincent reports 18,401 shares held directly.

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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.

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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.

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BOK Financial Corp director Rose M Washington reported receiving a grant of 144 shares of Common Stock on 2026-07-14, classified as a grant, award, or other acquisition at $138.55 per share. After this award, she directly holds 1,915.98 shares, including 44.519 shares accumulated through a dividend reinvestment plan.

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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.

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Turpen Michael C. reported acquisition or exercise transactions in this Form 4 filing.

BOK Financial Corp director Michael C. Turpen reported a grant of 144 shares of common stock on 2026-07-14 at $138.55 per share. Following this equity award, he directly holds 3,713 shares of BOK Financial common stock.

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BOK Financial Corp director Kayse M. Shrum reported a grant, award, or other acquisition of 144 shares of Common Stock on 2026-07-14, coded as an "A" transaction. The shares are reported at $138.55 per share, bringing her direct holdings to 650 shares of BOK Financial common stock.

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BOK Financial Corp director Claudia San Pedro reported an award of 144 shares of common stock at $138.55 per share on July 14, 2026. The shares are held indirectly through the San Pedro-Sund Joint Revocable Trust, which now holds 3,387.677 shares, including 42.958 shares acquired under a dividend reinvestment plan since the prior ownership report.

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BOK Financial Corp director Emmet C. Richards reported an indirect acquisition categorized as a grant, award, or other acquisition of 144 shares of common stock on 2026-07-14 at $138.5500 per share through the Emmet C. Richards Revocable Trust, which now holds 6002 shares. A separate indirect holding of 865 shares is reported through Core Investment Capital, LLC.

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Director Steven J. Malcolm reported an award of 144 shares of BOK Financial Corp common stock on July 14, 2026 at $138.55 per share. The shares were acquired indirectly by the Steven J. Malcolm Revocable Trust, which now holds 5,817 shares following the transaction.

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Edward C Joullian IV, a director of BOK Financial Corp, reported a grant or other acquisition of 144 shares of common stock at $138.55 per share on July 14, 2026. Following this award he holds 4,539 shares directly and 1,869 shares indirectly through JCAP, LLC.

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BOK Financial director David F. Griffin received a grant or other acquisition of 144.0000 shares of Common Stock at $138.5500 per share, held indirectly through the David F. Griffin Revocable Trust. After these transactions, he indirectly holds 5,513.0000 shares in the trust and 38,903.0000 shares via Doppler Investments LP.

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CRAFT JOSEPH W III reported acquisition or exercise transactions in this Form 4 filing.

BOK Financial Corp director Joseph W. Craft III reported a compensation-related grant of 144 shares of common stock on 2026-07-14. The non-derivative award is valued at $138.55 per share. Following the grant, he directly owns 4,834 shares of BOK Financial common stock.

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COFFEY JOHN W reported acquisition or exercise transactions in this Form 4 filing.

BOK Financial Corp director John W. Coffey reported a grant of 144 shares of common stock on July 14, 2026, at a reported value of $138.55 per share. This award increased his directly held stake to 7,375 shares, and is characterized as a grant rather than an open-market purchase.

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BANGERT STEVEN reported acquisition or exercise transactions in this Form 4 filing.

BOK Financial Corp director Steven Bangert reported an equity compensation transaction in common stock. He received a grant of 144 shares on 2026-07-14 at a reference price of $138.55 per share, bringing his direct holdings to 32,960 shares. A separate entry reflects indirect ownership of 10,436 shares held through Bangert Family Investments, LLLP, with no open-market purchases or sales reported.

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BOK Financial Corp director Alan S. Armstrong reported a grant of 144 shares of Common Stock on July 14, 2026, described as a “grant, award, or other acquisition” at $138.55 per share. Following this award, he holds 3,800 shares directly and 1,500 shares indirectly through CCJG Investments, LLC.

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BOK Financial Corp executive Mark B. Wade reported an open-market sale of 1,700 shares of Common Stock at $132.62 per share. After this sale, he directly holds 20,361 shares of BOK Financial common stock.

He also has indirect ownership of 1,955.8489 shares through a 401(k) plan, which includes 9.8246 shares acquired under the BOKF 401(k) plan since his last ownership report. The filing shows no option exercises or derivative transactions, indicating this is a straightforward stock sale and updated holding disclosure.

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BOK Financial Corp director Steven Bangert reported open-market sales of the company’s Common Stock. On May 7, 2026, entities associated with him sold a total of 2,600 shares at prices around the mid‑$130s per share.

Bangert Family Investments, LLLP, an indirect holding, sold 500 shares at an average price of $134.9083, leaving 10,436 shares held indirectly. Separately, Bangert sold 2,100 shares held directly at $134.78 per share, and now directly owns 32,816 shares of BOK Financial common stock.

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BOK Financial Corp executive Jeffrey A. Reid, EVP and Chief HR Officer, reported net open-market sales of 1,200 shares of common stock. On April 23, 2026, he sold 105 shares at $135.13 per share and 1,095 shares at $135.56 per share. Following these sales, he directly holds 8,116.257 shares of BOK Financial common stock and indirectly holds 1,579.1515 shares through a 401(k) plan. The indirect position includes 116.257 shares acquired via a dividend reinvestment plan and 7.9324 shares accumulated in the 401(k) since his last ownership report.

Rhea-AI 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.

Rhea-AI Summary

BOK Financial Corp executive Kelley Weil reported equity compensation and related tax withholding transactions. On February 17, 2026, Weil acquired 3,017 shares of restricted common stock as a grant under the BOKF Executive Incentive Plan. These shares vest on January 16, 2029 and are subject to forfeiture if employment ends before vesting or if specified earnings-per-share performance targets are not met.

On February 18, 2026, Weil acquired 1,397 shares through an exercise or conversion of derivative securities, and 1,610 shares were disposed of to satisfy exercise price or tax liabilities at $133.56 per share. Following these transactions, Weil directly owned 19,275 shares of BOK Financial common stock.

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BOK Financial Corp executive Mark B. Wade reported multiple equity compensation moves. On February 17, 2026, he acquired 5,113 shares of common stock as a restricted stock award that vests on January 16, 2029 and is subject to earnings-per-share performance targets. On February 18, 2026, he exercised 1,687 common shares from a derivative award and disposed of 132.413 common shares at $133.56 to cover taxes. He also continued to hold phantom stock units, each representing a right to one common share or its cash value, payable when his employment ends.

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BOK Financial Corp executive Brad A. Vincent reported several equity compensation transactions. He received 4,719 shares of common stock as a grant, plus 5,533.247 phantom stock units that remained outstanding after 182.753 phantom shares were withheld to cover taxes upon vesting. He also exercised 2,194 common shares from a derivative award and disposed of 5,533.247 common shares back to the company, while continuing to hold phantom stock that becomes payable upon termination of employment.

Rhea-AI Summary

BOK Financial Corp executive vice president David D. Stratton reported equity compensation-related transactions in company common stock. On February 17, 2026, he acquired 4,054 shares through a grant/award, bringing his direct holdings to 10,131.349 shares. These include restricted stock that vests on January 16, 2029 and is subject to employment and earnings-per-share performance conditions under the BOKF Executive Incentive Plan, including upward adjustments for 2023 performance-based awards.

On February 18, 2026, he exercised a derivative security for 213 shares at a stated price of $0.00 per share and then disposed of 206 shares at $133.56 per share to cover tax obligations. After these transactions, he directly owned 10,138.349 shares of BOK Financial Corp common stock.

Rhea-AI Summary

BOK Financial Corp executive Michael J. Rogers, the SVP and Chief Accounting Officer, reported equity compensation-related share movements in common stock. He acquired 190 shares on February 18, 2026 through an exercise or conversion of derivative securities, reflecting an upward restricted stock adjustment tied to 2023 performance goals.

On the same date, he disposed of 211 shares in a tax-withholding transaction at $133.56 per share to satisfy obligations associated with the award. After these transactions, his directly held common stock position was 3,778 shares.

Rhea-AI Summary

BOK Financial Corp executive Jeffrey A. Reid reported multiple equity-related transactions reflecting compensation and prior deferral elections. On February 18, 2026, he received 2,413.358 shares of phantom stock as a derivative holding after 111.642 phantom shares were used to pay taxes when previously deferred restricted stock units vested. He also exercised a derivative security into 969 shares of common stock and had 111.642 common shares withheld to satisfy tax obligations, with an additional 2,413.358 common shares disposed of back to the company. On February 17, 2026, he acquired 2,109 restricted common shares, which vest on January 16, 2029 and are subject to forfeiture if employment ends early or earnings-per-share targets under the BOKF Executive Incentive Plan are not met. The filing also notes an indirect holding of 1,571.2191 common shares through a 401(k) plan and confirms each phantom stock unit represents one common share or, at the company’s election, its cash value, payable upon termination of employment.

Rhea-AI Summary

BOK Financial Corp executive Derek Martin reported multiple equity-related transactions and awards. On February 18, he acquired 3,869.356 shares of phantom stock as a derivative security tied to prior restricted stock units that vested on that date, with 126.644 shares of phantom stock disposed to cover taxes.

He also exercised derivative rights to acquire 1,534 shares of common stock and disposed of 3,869.356 shares of common stock to the issuer. On February 17, he received a grant of 2,873 shares of restricted common stock that vest on January 16, 2029, subject to continued employment and earnings-per-share performance targets under the BOKF Executive Incentive Plan.

Each share of phantom stock represents a right to receive one share of common stock, or at the company’s election the cash value, and becomes payable when Martin’s employment with the company ends.

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BOK Financial Corp EVP and Chief Risk Officer Mindy M. Mahaney reported several equity transactions in company common stock. She acquired 3,371 shares through a grant and related award adjustments, all as restricted stock that vests on January 16, 2029 and is subject to employment and performance conditions.

On the same date, she acquired 343 shares through an exercise or conversion of a derivative security and disposed of 258 shares at $133.56 per share to satisfy tax obligations via share withholding. After these transactions, she directly holds 21,064.905 shares of BOK Financial common stock.

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BOK Financial Corp President & CEO Stacy Kymes reported several equity compensation changes in company stock. On February 17, 2026, he acquired 25,274 shares of common stock as a grant. Footnotes explain this is restricted stock that vests on January 16, 2029 and is subject to forfeiture if employment ends early or specified earnings-per-share performance targets under the BOKF Executive Incentive Plan are not met, including upward adjustments tied to achieving prior performance goals.

On February 18, 2026, he exercised derivative securities, acquiring 14,647 shares of common stock, and then disposed of 16,846 shares at $133.56 per share to cover exercise price or tax liabilities by delivering shares, rather than an open-market sale. After these transactions, his directly held common stock position was reported as 123,180.539 shares. Indirect holdings were also reported through a revocable trust and a 401(k) plan, and a footnote notes a small upward correction of 0.5386 shares to previously reported beneficial ownership.

Rhea-AI Summary

BOK Financial Corp EVP and Chief Auditor Rebecca D. Keesling reported multiple equity-related transactions in company common stock. She acquired 1,443 shares on a grant/award basis, including restricted stock that vests on January 16, 2029 and is subject to employment and earnings-per-share performance conditions.

She also acquired 623 shares through an exercise or conversion of a derivative security, with no cash price shown, and had 751 shares withheld to cover taxes at $133.56 per share. After these transactions, she directly owned 12,786 common shares, with additional indirect holdings through an IRA and a 401(k) plan. Her reported holdings also now include 9.522 dividend reinvestment plan shares that were not previously reported.

Rhea-AI Summary

BOK Financial EVP and CFO Martin E. Grunst reported multiple equity-related transactions in company stock and phantom stock. He received 5,983 shares of restricted common stock that vest on January 16, 2029, subject to continued employment and earnings-per-share performance targets under the BOKF Executive Incentive Plan.

He was also credited with 6,206.022 phantom stock units, each representing the right to one share of common stock or its cash value, which become payable upon his termination of employment. On February 18, 2026, he exercised derivative securities into 2,461 common shares and had 204.978 shares disposed of to cover taxes on vesting, with additional shares disposed to the issuer as part of plan mechanics.

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BOK Financial EVP Wealth Management Scott Grauer reported equity compensation and related share movements in company stock. He acquired 8,190 shares of common stock on February 17, 2026 as a grant of restricted stock tied to performance goals and vesting on January 16, 2029, subject to forfeiture if employment ends or earnings-per-share targets are not met. On February 18, 2026, he acquired 3,100 shares through an exercise or conversion of a derivative security and disposed of 3,562 shares at $133.56 per share to satisfy tax or exercise obligations, rather than through an open-market sale. After these transactions, his direct holdings were 43,524 shares of common stock, with additional indirect holdings of 12,424.9288 shares by a 401(k) plan and 24,704 shares held by the Scott Grauer Revocable Trust.

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BOK Financial Corp executive Christy K. Daboval reported equity compensation and related share movements. On February 17, 2026, she acquired 2,603 shares of common stock as a restricted stock award at no cost. These restricted shares vest on January 16, 2029 and are subject to forfeiture if employment ends before vesting or if specified earnings per share performance targets under the BOKF Executive Incentive Plan are not met, including upward adjustments tied to 2023 performance goals. On February 18, 2026, she acquired 130 shares through an exercise or conversion of a derivative security at no cost and had 116 shares withheld at $133.56 per share to satisfy tax obligations. Following these transactions, she directly owned 7,935 shares of common stock, with an additional 2,800 shares held indirectly through The Daboval Family Trust.

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BOK Financial Corp director Steven Bangert reported stock sales. On January 22, 2026, he sold 2,500 shares of BOK Financial common stock at $137.71 per share in a direct transaction, leaving him with 34,916 directly held shares.

On the same date, Bangert Family Investments, LLLP, an entity associated with him, sold an additional 1,300 shares at $137.91 per share, with 10,936 shares remaining held indirectly through that entity.

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BOK Financial Corp reported that officer Michael J. Rogers, its SVP and Chief Accounting Officer, received an award of 825 shares of common stock on January 16, 2026. The shares were granted at $0 per share as restricted stock, increasing his beneficial ownership to 3,799 common shares held directly after the transaction. The restricted stock is scheduled to vest on January 16, 2029 and is subject to forfeiture if his employment ends before vesting or if specified performance earnings-per-share targets under the BOKF Executive Incentive Plan are not achieved.

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BOK Financial Corp executive Mark B. Wade reported deferred stock and related transactions. On January 13, 2026, 1,161 shares of phantom stock (restricted stock units) that were issued on February 28, 2023 vested. To cover taxes on vesting, 113.8673 shares of common stock were disposed of at $122.64 per share, and 1,047.1327 shares of phantom stock were credited as a derivative security.

Following these transactions, Wade directly owned 19,656 shares of BOKF common stock, plus 1,946.0243 shares held indirectly through a 401(k) plan, which includes 42.2726 shares acquired since the prior report. He also held 1,047.1327 shares of phantom stock, each representing the right to receive one share of common stock or the cash value, payable upon termination of employment.

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BOK Financial Corp executive Brad A. Vincent reported equity compensation activity involving common stock and phantom stock. On January 13, 2026, 1,510 shares of phantom stock granted on February 28, 2023 vested, with 142.1631 common shares disposed at $122.64 per share to cover taxes on vesting. The remaining 1,367.8369 shares of phantom stock were credited to Vincent as a derivative security, each representing the right to receive one share of common stock or the cash value at payout upon his termination of employment. Following these transactions, Vincent directly held 18,144 common shares and had 1,367.8369 phantom stock units, with an additional 9,106 common shares held indirectly through The Vincent Family Revocable Trust.

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BOK Financial Corp executive Jeffrey A. Reid, EVP and Chief HR Officer, reported deferred stock vesting and related share movements. On January 13, 2026, 667 shares of previously granted phantom stock (restricted stock units issued February 28, 2023) vested. To cover taxes at vesting, 69.4212 shares of BOK Financial common stock were disposed of at $122.64 per share.

The remaining 597.5788 shares of phantom stock continue to be held as a derivative security, each representing the right to receive one share of common stock or, at the company’s election, the cash value, payable when Reid’s employment with the company ends. Following these transactions, he directly owns 8,647 shares of common stock and indirectly holds 1,571.2191 shares through the BOKF 401(k) plan, which includes 130.2759 shares acquired under the plan since his last ownership report.

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BOK Financial Corp executive Martin Derek reported equity compensation activity involving common stock and phantom stock. On January 13, 2026, 1,055 shares of previously granted phantom stock (restricted stock units issued on February 28, 2023) vested. To cover taxes at vesting, 109.806 shares of common stock were disposed of at $122.64 per share, and 945.194 shares of common stock were also reported as disposed.

At the same time, Derek acquired 945.194 phantom stock units, each representing the right to receive one share of BOKF common stock or the cash value, with payout upon termination of employment. Following these transactions, he beneficially owned 15,914.472 shares of common stock and 7,330.8529 phantom stock units. His positions also include shares and phantom stock accumulated through the company’s dividend reinvestment plans.

Rhea-AI Summary

BOK Financial Corp EVP and CFO Martin E. Grunst reported routine changes in his equity holdings. On January 13, 2026, 1,693 shares of phantom stock granted on February 28, 2023 vested. To cover taxes on this vesting, 147.5995 shares of common stock were disposed of at $122.64 per share. The remaining 1,545.4005 shares of phantom stock continue to be held as a derivative security.

Each phantom stock share represents the right to receive one share of BOK Financial common stock, or the cash value, and becomes payable upon Grunst’s termination of employment. After these transactions, he directly owned 34,045 shares of common stock and 15,185.9661 shares of phantom stock, which includes 150.8854 phantom shares acquired through a dividend reinvestment plan.

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BOK Financial Corp executive Weil Kelley reported a small change in personal holdings of company stock. On 01/13/2026, Kelley reported a disposition of 475 shares of BOK Financial common stock at a price of $122.64 per share under transaction code F. After this transaction, Kelley beneficially owned 16,471 shares of common stock, held directly.

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BOK Financial Corp executive David D. Stratton, EVP - Regional Banking, reported a Form 4 transaction involving the company’s common stock. On 01/13/2026, a transaction coded “F” was reported for 436 shares of common stock at a price of $122.64 per share. After this disposition, Stratton beneficially owned 6,077.349 shares.

The filing shows the holdings as directly owned, with no indirect ownership entity specified.

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BOK Financial Corp senior vice president and chief accounting officer Michael J. Rogers reported a disposition of company stock. On January 13, 2026, he reported a transaction in Common Stock with transaction code F, involving 355 shares disposed of at a price of $122.64 per share. After this transaction, he reported holding 2,974 shares of BOK Financial Corp common stock with direct ownership.

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BOK Financial Corp executive Mindy M. Mahaney, EVP and Chief Risk Officer, reported a transaction in BOKF common stock. On 01/13/2026, a Form 4 entry shows a code "F" transaction involving 547 shares of common stock at $122.64 per share, leaving her with 17,608.905 shares beneficially owned directly after the transaction. A footnote explains that this total includes 185.182 shares acquired through a BOKF dividend reinvestment plan since her last ownership report.

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BOK Financial Corp executive Rebecca D. Keesling, EVP and Chief Auditor, reported an insider transaction in company common stock. On January 13, 2026, a Form 4 shows a disposition coded "F" of 212 shares at $122.64 per share, leaving her with 11,471 shares held directly.

The filing also reports indirect holdings of 428.116 shares held by an IRA and 21.4891 shares held through a 401(k) plan. A footnote explains that this 401(k) position includes 0.4668 shares of BOKF common stock acquired since her last ownership report.

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BOK Financial Corp executive Scott Grauer, EVP - Wealth Management, reported a Form 4 insider transaction. On 01/13/2026, he disposed of 1,008 shares of BOK Financial common stock in a transaction coded “F” at a price of $122.64 per share. After this transaction, he directly owned 60,500 common shares and indirectly held 12,417.45 common shares through a 401(k) plan. The 401(k) position includes 72.6084 shares acquired under the BOKF 401(k) plan since his last ownership report.

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BOK Financial Corp executive Christy K. Daboval reported a stock transaction in company shares. On 01/13/2026, Daboval recorded a code "F" transaction involving 213 shares of BOK Financial common stock at a price of $122.64 per share. After this transaction, Daboval directly owned 5,318 common shares and indirectly held 2,800 common shares through The Daboval Family Trust.

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BOK Financial Corp director reports stock sale and updated holdings. A company director reported selling 1,000 shares of BOK Financial Corp common stock on 12/01/2025 at a price of $114.888 per share. After this transaction, the director beneficially owns 37,416 shares directly and 12,236 shares indirectly through Bangert Family Investments, LLLP. The filing reflects the director’s ongoing equity stake in the company and documents this change in ownership for investors and regulators.

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BOK Financial Corp (BOKF) director reported open‑market sales of company stock. On 10/30/2025, the reporting person sold 1,500 shares of common stock at $106.2936 held directly, leaving 38,416 shares in direct ownership. The same day, the reporting person sold 1,000 shares at $106.07 held indirectly through Bangert Family Investments, LLLP, leaving 12,236 shares in indirect ownership. The filing was submitted by one reporting person and identifies the filer as a director.