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BOK FINANCIAL (BOKF) SEC Filings, Mar-May 2026

BOKF NASDAQ

BOK Financial Corporation filings document the regulatory disclosures of an Oklahoma-incorporated regional financial services company whose subsidiaries provide commercial and consumer banking, wealth management, brokerage and trading, mortgage services, trust and insurance services and the TransFund electronic funds transfer network.

Recent Form 8-K reports cover quarterly and annual operating results, Regulation FD investor presentations, common stock dividend declarations, executive and board transitions and annual meeting voting results. Proxy materials disclose board elections, auditor ratification, executive compensation, shareholder voting matters and governance practices, while exhibits provide earnings releases, financial information and investor presentation materials tied to BOKF's banking and financial-services operations.

Rhea-AI Summary

BOK Financial Corporation reported solid first-quarter 2026 results with higher earnings year over year but softer performance versus the prior quarter. Net income was $155.8 million, or $2.58 per diluted share, up from $119.8 million, or $1.86, a year earlier.

Tax-equivalent net interest income was $345.2 million and net interest margin was 2.90%, as loan growth to $26.2 billion offset pressure from lower margins and declining deposits, which fell to $38.7 billion. Fees and commissions reached $209.8 million, driven by stronger brokerage, trading, fiduciary, and transaction card revenue versus last year.

Credit metrics remained strong. There was no provision for expected credit losses, net charge-offs were just 0.03% of average loans, and nonperforming assets not guaranteed by U.S. agencies fell to $52 million. Capital stayed robust with a common equity Tier 1 ratio of 12.61% and a tangible common equity ratio of 9.29%. The company paused share repurchases in the quarter but paid a $0.63 per-share dividend and approved the same payout for the next quarter.

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Form 4
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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.

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An affiliate filed a Form 144 to sell 1,095 shares of Common Stock. The filing lists a sale dated 04/23/2026 with a reported aggregate value of $148,438.20. The notice also lists multiple historical Dividend Reinvestment entries (dates and small share counts) showing prior issuances to a trust account.

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BOKF: Fidelity Brokerage Services LLC submitted a Form 144 notice to sell 1,095 shares of Common Stock with an indicated aggregate amount of $148,438.20. The filing lists the exchange as NASDAQ and the filing date shown as 04/23/2026. The excerpt also lists several prior restricted stock vesting entries (e.g., 79, 316, 144, 201, 355) tied to compensation vesting dates.

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Rhea-AI Summary

BOK Financial Corporation reported strong first-quarter 2026 results with higher profit and solid loan growth. Net income attributable to shareholders was $155.8 million, or $2.58 per diluted share, up from $119.8 million, or $1.86 per share, a year earlier, though down from $177.3 million in the prior quarter.

Net interest income was $342.6 million, an 8.3% year-over-year increase, while net interest margin slipped to 2.90% from 2.98% in the prior quarter as loan yields fell and funding costs eased. Fees and commissions totaled $209.8 million, up 13.9% from a year ago despite a modest sequential decline, with growth in mortgage banking, transaction card, and fiduciary revenue.

Loans reached $26.2 billion at March 31, 2026, rising 2.1% sequentially and 10.5% year over year, led by general business, energy, multifamily and other commercial real estate categories. Period-end deposits were $38.7 billion, down 1.9% from the prior quarter but up 1.0% from a year earlier, and the loan-to-deposit ratio increased to 68%.

Credit quality remained strong: nonperforming assets were $60 million, or 0.23% of loans and repossessed assets, and net charge-offs were $1.9 million, or 0.03% of average loans annualized. No provision for credit losses was recorded. Capital ratios stayed robust, with a common equity Tier 1 ratio of 12.61% and a tangible common equity ratio of 9.29%.

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BOK Financial Corp executive Tamara Ruth Sloan, who serves as EVP and General Counsel, filed an initial ownership report showing an indirect position in the company’s common stock. The filing reports 1,100 shares of Common Stock held indirectly through a 401(k) Plan.

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BOK Financial Corporation announced a leadership transition in its specialized industries banking business. Scott Andrews has been promoted to lead this segment, succeeding Executive Vice President Brad Vincent, who plans to retire effective November 30, 2026. Andrews’ new role becomes effective December 1.

He will oversee specialized businesses including commercial real estate, commercial strategies, dealer financial services, energy, healthcare, loan syndications and TransFund. Andrews previously led the healthcare banking division and served as chief operating officer for the Commercial Division, where he managed strategic initiatives such as loan syndications, client service and digital investments.

BOK Financial is described as a $52 billion regional financial services company with $127 billion in assets under management and administration, operating banking divisions across multiple states under several regional brands.

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ARS
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DEF 14A
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BOK Financial Corporation has issued its definitive proxy for the May 5, 2026 virtual annual shareholder meeting. Shareholders are asked to elect 15 directors, ratify Ernst & Young LLP as auditor for 2026, and approve an advisory “say‑on‑pay” vote for named executive officers.

As of March 9, 2026, there were 60,761,060 common shares outstanding, and Chairman George B. Kaiser beneficially owned about 62.50% and plans to vote in favor of all three proposals. The proxy also details board structure and committees, director and executive pay, equity incentive plans, and EY fee levels for audit and related services.

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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.

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FAQ

How many BOK FINANCIAL (BOKF) SEC filings are available on StockTitan?

StockTitan tracks 86 SEC filings for BOK FINANCIAL (BOKF), including 10-K annual reports, 10-Q quarterly reports, 8-K current reports, and Form 4 insider trading disclosures. Each filing includes AI-generated summaries, impact scoring, and sentiment analysis.

When was the most recent SEC filing for BOK FINANCIAL (BOKF)?

The most recent SEC filing for BOK FINANCIAL (BOKF) was filed on May 6, 2026.