Reported relationships
Latest disclosed role at each company.
No relationships currently tracked through insider filings.
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
No balances currently tracked through insider filings.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
BOK FINANCIAL CORP
Report date July 03, 2023 · Filed July 06, 2023
Section 16 reporting ended · disclosed 2023-07-06. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 44,232 |
Reported balance
After 2023-07-03 transaction · row 1
1 source rowRow 1 · 2023-07-03 · Disposition to issuer · Disposed 10,347 · Balance 44,232 F1: Represents forfeiture of unvested restricted stock based upon termination of employment prior to vesting pursuant to the BOKF Executive Incentive Plan for restricted stock awards made in 2021 through 2023. |
| Common StockSEC Table I · non-derivative | Indirectby 401(k) Plan | 36.36 |
Reported balance
Holding disclosure · report date 2023-07-03 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 36.36 |
| Common StockSEC Table I · non-derivative | IndirectForrest Robert Nell Irrevocable Trust of 2016 | 139 |
Reported balance
Holding disclosure · report date 2023-07-03 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 139 |
| Common StockSEC Table I · non-derivative | IndirectEmma Eleanor Nell Irrevocable Trust of 2016 | 238 |
Reported balance
Holding disclosure · report date 2023-07-03 · row 4
Holding and transaction disclosures are not merged.
1 source rowRow 4 · Balance 238 |
| Common StockSEC Table I · non-derivative | IndirectStefani Grace Nell Irrevocable Trust of 2016 | 238 |
Reported balance
Holding disclosure · report date 2023-07-03 · row 5
Holding and transaction disclosures are not merged.
1 source rowRow 5 · Balance 238 |
| Common StockSEC Table I · non-derivative | IndirectSara Rose Nell Irrevocable Trust of 2016 | 238 |
Reported balance
Holding disclosure · report date 2023-07-03 · row 6
Holding and transaction disclosures are not merged.
1 source rowRow 6 · Balance 238 |
| Common StockSEC Table I · non-derivative | IndirectNatalie Ann Nell Irrevocable Trust of 2016 | 238 |
Reported balance
Holding disclosure · report date 2023-07-03 · row 7
Holding and transaction disclosures are not merged.
1 source rowRow 7 · Balance 238 |
Filing footnotes · ownership attribution and instrument terms
F1: Represents forfeiture of unvested restricted stock based upon termination of employment prior to vesting pursuant to the BOKF Executive Incentive Plan for restricted stock awards made in 2021 through 2023.
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| July 03, 2023 Filed Jul 6, 2023 21:19 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | Disposition to issuerCommon Stock | 10,347 | $0.00 | $0.00 |
DisclosureSEC source: 0001248915-23-000079 · primary_doc.xml · nonDerivative · entry 1 NELL STEVEN E · CIK 0001248967 · Director · EVP, CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 44,232 F1 · shares: Represents forfeiture of unvested restricted stock based upon termination of employment prior to vesting pursuant to the BOKF Executive Incentive Plan for restricted stock awards made in 2021 through 2023. Read SEC document |
| March 01, 2023 Filed Mar 2, 2023 23:30 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | GrantCommon Stock | 6,366 | $0.00 | $0.00 |
DisclosureSEC source: 0001248915-23-000053 · primary_doc.xml · nonDerivative · entry 2 NELL STEVEN E · CIK 0001248967 · Director · EVP, CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 54,579 F2 · shares: Represents restricted stock which vests on January 13, 2026. Shares are subject to forfeiture (i) upon termination of employment prior to vesting, and (ii) if certain performance earnings per share targets established pursuant to BOKF Executive Incentive Plan are not met. Read SEC document |
| February 28, 2023 Filed Mar 2, 2023 23:30 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | Disposition to issuerCommon Stock | 5,177 | $0.00 | $0.00 |
DisclosureSEC source: 0001248915-23-000053 · primary_doc.xml · nonDerivative · entry 1 NELL STEVEN E · CIK 0001248967 · Director · EVP, CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 48,213 F1 · shares: Represents forfeiture of unvested restricted stock based upon performance goals established pursuant to the BOKF Executive Incentive Plan for restricted stock awards made in 2020. Read SEC document |
| January 10, 2023 Filed Jan 12, 2023 22:26 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | GrantPhantom Stock · Derivative | 2,055 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001248915-23-000014 · primary_doc.xml · derivative · entry 9 NELL STEVEN E · CIK 0001248967 · Director · EVP, CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,740.9833 Underlying: Common Stock · 2,055 shares Expires not disclosed F2 · derivative.exercise_price: Each share of Phantom Stock represents a right to receive one share of Common Stock, or at the Company's election, the cash value thereof. F1 · price: The reporting person elected to defer receipt of 2,219 shares of common stock issuable upon the exercise of stock options. 164 of the deferred shares were used to pay the exercise price and taxes on the options. The reporting person elected to diversify the 2,055 shares of BOKF phantom stock remaining after payment of the exercise price and taxes to alternative investments. F3 · derivative.exercise_date: The Phantom Stock becomes payable upon the reporting person's termination of employment with the Company. F3 · derivative.expiration_date: The Phantom Stock becomes payable upon the reporting person's termination of employment with the Company. Read SEC document |
| January 10, 2023 Filed Jan 12, 2023 22:26 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | Disposition to issuerCommon Stock | 2,055 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001248915-23-000014 · primary_doc.xml · nonDerivative · entry 2 NELL STEVEN E · CIK 0001248967 · Director · EVP, CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 53,390 F1 · price: The reporting person elected to defer receipt of 2,219 shares of common stock issuable upon the exercise of stock options. 164 of the deferred shares were used to pay the exercise price and taxes on the options. The reporting person elected to diversify the 2,055 shares of BOKF phantom stock remaining after payment of the exercise price and taxes to alternative investments. Read SEC document |
| January 10, 2023 Filed Jan 12, 2023 22:26 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | Tax withholdingCommon Stock | 164 | $102.79 | $16,857.56 |
DisclosureSEC source: 0001248915-23-000014 · primary_doc.xml · nonDerivative · entry 1 NELL STEVEN E · CIK 0001248967 · Director · EVP, CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 55,445 Read SEC document |
| December 15, 2022 Filed Dec 16, 2022 20:52 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | OtherCommon Stock | 238 | $0.00 | $0.00 |
DisclosureSEC source: 0001248915-22-000162 · primary_doc.xml · nonDerivative · entry 6 NELL STEVEN E · CIK 0001248967 · Director · EVP, CFO 10b5-1 filing: Not disclosed Ownership: Indirect · Natalie Ann Nell Irrevocable Trust of 2016 Disclosed balance after: 238 F1 · kind: Mr. Nell transferred 1,091 shares from shares directly held to Forrest Robert Nell Irrevocable Trust of 2016, Emma Eleanor Nell Irrevocable Trust of 2016, Stefani Grace Nell Irrevocable Trust of 2016, Sara Rose Nell Irrevocable Trust of 2016, and Natalie Ann Nell Irrevocable Trust of 2016. Read SEC document |
| December 15, 2022 Filed Dec 16, 2022 20:52 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | OtherCommon Stock | 238 | $0.00 | $0.00 |
DisclosureSEC source: 0001248915-22-000162 · primary_doc.xml · nonDerivative · entry 5 NELL STEVEN E · CIK 0001248967 · Director · EVP, CFO 10b5-1 filing: Not disclosed Ownership: Indirect · Sara Rose Nell Irrevocable Trust of 2016 Disclosed balance after: 238 F1 · kind: Mr. Nell transferred 1,091 shares from shares directly held to Forrest Robert Nell Irrevocable Trust of 2016, Emma Eleanor Nell Irrevocable Trust of 2016, Stefani Grace Nell Irrevocable Trust of 2016, Sara Rose Nell Irrevocable Trust of 2016, and Natalie Ann Nell Irrevocable Trust of 2016. Read SEC document |
| December 15, 2022 Filed Dec 16, 2022 20:52 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | OtherCommon Stock | 238 | $0.00 | $0.00 |
DisclosureSEC source: 0001248915-22-000162 · primary_doc.xml · nonDerivative · entry 4 NELL STEVEN E · CIK 0001248967 · Director · EVP, CFO 10b5-1 filing: Not disclosed Ownership: Indirect · Stefani Grace Nell Irrevocable Trust of 2016 Disclosed balance after: 238 F1 · kind: Mr. Nell transferred 1,091 shares from shares directly held to Forrest Robert Nell Irrevocable Trust of 2016, Emma Eleanor Nell Irrevocable Trust of 2016, Stefani Grace Nell Irrevocable Trust of 2016, Sara Rose Nell Irrevocable Trust of 2016, and Natalie Ann Nell Irrevocable Trust of 2016. Read SEC document |
| December 15, 2022 Filed Dec 16, 2022 20:52 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | OtherCommon Stock | 238 | $0.00 | $0.00 |
DisclosureSEC source: 0001248915-22-000162 · primary_doc.xml · nonDerivative · entry 3 NELL STEVEN E · CIK 0001248967 · Director · EVP, CFO 10b5-1 filing: Not disclosed Ownership: Indirect · Emma Eleanor Nell Irrevocable Trust of 2016 Disclosed balance after: 238 F1 · kind: Mr. Nell transferred 1,091 shares from shares directly held to Forrest Robert Nell Irrevocable Trust of 2016, Emma Eleanor Nell Irrevocable Trust of 2016, Stefani Grace Nell Irrevocable Trust of 2016, Sara Rose Nell Irrevocable Trust of 2016, and Natalie Ann Nell Irrevocable Trust of 2016. Read SEC document |
| December 15, 2022 Filed Dec 16, 2022 20:52 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | OtherCommon Stock | 139 | $0.00 | $0.00 |
DisclosureSEC source: 0001248915-22-000162 · primary_doc.xml · nonDerivative · entry 2 NELL STEVEN E · CIK 0001248967 · Director · EVP, CFO 10b5-1 filing: Not disclosed Ownership: Indirect · Forrest Robert Nell Irrevocable Trust of 2016 Disclosed balance after: 139 F1 · kind: Mr. Nell transferred 1,091 shares from shares directly held to Forrest Robert Nell Irrevocable Trust of 2016, Emma Eleanor Nell Irrevocable Trust of 2016, Stefani Grace Nell Irrevocable Trust of 2016, Sara Rose Nell Irrevocable Trust of 2016, and Natalie Ann Nell Irrevocable Trust of 2016. Read SEC document |
| December 15, 2022 Filed Dec 16, 2022 20:52 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | OtherCommon Stock | 1,091 | $0.00 | $0.00 |
DisclosureSEC source: 0001248915-22-000162 · primary_doc.xml · nonDerivative · entry 1 NELL STEVEN E · CIK 0001248967 · Director · EVP, CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 55,609 F1 · kind: Mr. Nell transferred 1,091 shares from shares directly held to Forrest Robert Nell Irrevocable Trust of 2016, Emma Eleanor Nell Irrevocable Trust of 2016, Stefani Grace Nell Irrevocable Trust of 2016, Sara Rose Nell Irrevocable Trust of 2016, and Natalie Ann Nell Irrevocable Trust of 2016. Read SEC document |
| October 31, 2022 Filed Oct 31, 2022 21:34 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | SaleCommon Stock | 2,000 | $109.07 | $218,140.00 |
DisclosureSEC source: 0001248915-22-000150 · primary_doc.xml · nonDerivative · entry 1 NELL STEVEN E · CIK 0001248967 · Director · EVP, CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 56,700 Read SEC document |
| February 23, 2022 Filed Feb 25, 2022 01:44 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | GrantPhantom Stock · Derivative | 7,433.7407 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001248915-22-000071 · primary_doc.xml · derivative · entry 6 NELL STEVEN E · CIK 0001248967 · Director · EVP, CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,685.9833 Underlying: Common Stock · 7,433.7407 shares Expires not disclosed F4 · derivative.exercise_price: Each share of phantom stock represents a right to receive one share of common stock or, at BOKF's election, the cash value thereof. F3 · price: In connection with the vesting on February 23, 2022 of restricted stock units previously granted to the reporting person, the reporting person's receipt of 7,433.7407 shares of common stock was deferred, resulting in the reporting person's receipt instead of 7,433.7407 shares of phantom stock pursuant to BOKF's deferred compensation plan. The reporting person is therefore reporting the disposition of 7,433.7407 shares of common stock in exchange for an equal number of shares of phantom stock. F5 · derivative.exercise_date: The phantom stock becomes payable upon the reporting person's termination of employment with BOKF. F5 · derivative.expiration_date: The phantom stock becomes payable upon the reporting person's termination of employment with BOKF. Read SEC document |
| February 23, 2022 Filed Feb 25, 2022 01:44 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | Disposition to issuerCommon Stock | 7,433.7407 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001248915-22-000071 · primary_doc.xml · nonDerivative · entry 4 NELL STEVEN E · CIK 0001248967 · Director · EVP, CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 58,700 F3 · price: In connection with the vesting on February 23, 2022 of restricted stock units previously granted to the reporting person, the reporting person's receipt of 7,433.7407 shares of common stock was deferred, resulting in the reporting person's receipt instead of 7,433.7407 shares of phantom stock pursuant to BOKF's deferred compensation plan. The reporting person is therefore reporting the disposition of 7,433.7407 shares of common stock in exchange for an equal number of shares of phantom stock. Read SEC document |
| February 23, 2022 Filed Feb 25, 2022 01:44 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | Tax withholdingCommon Stock | 250.2593 | $100.25 | $25,088.49 |
DisclosureSEC source: 0001248915-22-000071 · primary_doc.xml · nonDerivative · entry 3 NELL STEVEN E · CIK 0001248967 · Director · EVP, CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 66,133.7407 Read SEC document |
| February 23, 2022 Filed Feb 25, 2022 01:44 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | Exercise / conversionCommon Stock | 2,075 | $0.00 | $0.00 |
DisclosureSEC source: 0001248915-22-000071 · primary_doc.xml · nonDerivative · entry 2 NELL STEVEN E · CIK 0001248967 · Director · EVP, CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 66,384 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · shares: Represents upward restricted stock adjustments based upon attainment of performance goals established pursuant to the BOKF Executive Incentive Plan for restricted stock awards made in 2019. Read SEC document |
| February 22, 2022 Filed Feb 25, 2022 01:44 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | GrantCommon Stock | 5,601 | $0.00 | $0.00 |
DisclosureSEC source: 0001248915-22-000071 · primary_doc.xml · nonDerivative · entry 1 NELL STEVEN E · CIK 0001248967 · Director · EVP, CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 64,309 F1 · shares: Represents restricted stock which vests on January 14, 2025. Shares are subject to forfeiture (i) upon termination of employment prior to vesting, and (ii) if certain performance earnings per share targets established pursuant to BOKF Executive Incentive Plan are not met. Read SEC document |
| January 11, 2022 Filed Jan 13, 2022 23:30 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | GrantPhantom Stock · Derivative | 2,252.2426 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001248915-22-000030 · primary_doc.xml · derivative · entry 4 NELL STEVEN E · CIK 0001248967 · Director · EVP, CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,252.2426 Underlying: Common Stock · 2,252.2426 shares Expires not disclosed F2 · derivative.exercise_price: Each share of phantom stock represents a right to receive one share of common stock or, at BOKF's election, the cash value thereof. F1 · price: In connection with the vesting on January 11, 2022 of restricted stock units previously granted to the reporting person, the reporting person's receipt of 2,252.2426 shares of common stock was deferred, resulting in the reporting person's receipt instead of 2,252.2426 shares of phantom stock pursuant to BOKF's deferred compensation plan. The reporting person is therefore reporting the disposition of 2,252.2426 shares of common stock in exchange for an equal number of shares of phantom stock. F3 · derivative.exercise_date: The phantom stock becomes payable upon the reporting person's termination of employment with BOKF. F3 · derivative.expiration_date: The phantom stock becomes payable upon the reporting person's termination of employment with BOKF. Read SEC document |
| January 11, 2022 Filed Jan 13, 2022 23:30 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | Disposition to issuerCommon Stock | 2,252.2426 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001248915-22-000030 · primary_doc.xml · nonDerivative · entry 2 NELL STEVEN E · CIK 0001248967 · Director · EVP, CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 58,708 F1 · price: In connection with the vesting on January 11, 2022 of restricted stock units previously granted to the reporting person, the reporting person's receipt of 2,252.2426 shares of common stock was deferred, resulting in the reporting person's receipt instead of 2,252.2426 shares of phantom stock pursuant to BOKF's deferred compensation plan. The reporting person is therefore reporting the disposition of 2,252.2426 shares of common stock in exchange for an equal number of shares of phantom stock. Read SEC document |
| January 11, 2022 Filed Jan 13, 2022 23:30 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | Tax withholdingCommon Stock | 151.7574 | $112.15 | $17,019.59 |
DisclosureSEC source: 0001248915-22-000030 · primary_doc.xml · nonDerivative · entry 1 NELL STEVEN E · CIK 0001248967 · Director · EVP, CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 60,960.2426 Read SEC document |
| December 13, 2021 Filed Dec 14, 2021 00:10 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | SaleCommon Stock | 220 | $104.16 | $22,914.19 |
DisclosureSEC source: 0001248915-21-000122 · primary_doc.xml · nonDerivative · entry 12 NELL STEVEN E · CIK 0001248967 · Director · EVP, CFO 10b5-1 filing: Not disclosed Ownership: Indirect · Natalie Ann Nell Irrevocable Trust of 2016 Disclosed balance after: 0 Read SEC document |
| December 13, 2021 Filed Dec 14, 2021 00:10 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | SaleCommon Stock | 220 | $104.14 | $22,910.69 |
DisclosureSEC source: 0001248915-21-000122 · primary_doc.xml · nonDerivative · entry 11 NELL STEVEN E · CIK 0001248967 · Director · EVP, CFO 10b5-1 filing: Not disclosed Ownership: Indirect · Sara Rose Nell Irrevocable Trust of 2016 Disclosed balance after: 0 Read SEC document |
| December 13, 2021 Filed Dec 14, 2021 00:10 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | SaleCommon Stock | 220 | $104.04 | $22,888.82 |
DisclosureSEC source: 0001248915-21-000122 · primary_doc.xml · nonDerivative · entry 10 NELL STEVEN E · CIK 0001248967 · Director · EVP, CFO 10b5-1 filing: Not disclosed Ownership: Indirect · Stefani Grace Nell Irrevocable Trust of 2016 Disclosed balance after: 0 Read SEC document |
| December 13, 2021 Filed Dec 14, 2021 00:10 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | SaleCommon Stock | 220 | $104.23 | $22,929.65 |
DisclosureSEC source: 0001248915-21-000122 · primary_doc.xml · nonDerivative · entry 9 NELL STEVEN E · CIK 0001248967 · Director · EVP, CFO 10b5-1 filing: Not disclosed Ownership: Indirect · Emma Eleanor Nell Irrevocable Trust of 2016 Disclosed balance after: 0 Read SEC document |
| December 13, 2021 Filed Dec 14, 2021 00:10 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | SaleCommon Stock | 220 | $104.20 | $22,923.41 |
DisclosureSEC source: 0001248915-21-000122 · primary_doc.xml · nonDerivative · entry 8 NELL STEVEN E · CIK 0001248967 · Director · EVP, CFO 10b5-1 filing: Not disclosed Ownership: Indirect · Forrest Robert Nell Irrevocable Trust of 2016 Disclosed balance after: 0 Read SEC document |
| December 10, 2021 Filed Dec 14, 2021 00:10 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | OtherCommon Stock | 220 | $0.00 | $0.00 |
DisclosureSEC source: 0001248915-21-000122 · primary_doc.xml · nonDerivative · entry 7 NELL STEVEN E · CIK 0001248967 · Director · EVP, CFO 10b5-1 filing: Not disclosed Ownership: Indirect · Natalie Ann Nell Irrevocable Trust of 2016 Disclosed balance after: 220 F2 · kind: Mr. Nell transferred 1,100 shares from shares directly held to Forrest Robert Nell Irrevocable Trust of 2016, Emma Eleanor Nell Irrevocable Trust of 2016, Stefani Grace Nell Irrevocable Trust of 2016, Sara Rose Nell Irrevocable Trust of 2016, and Natalie Ann Nell Irrevocable Trust of 2016. Read SEC document |
| December 10, 2021 Filed Dec 14, 2021 00:10 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | OtherCommon Stock | 220 | $0.00 | $0.00 |
DisclosureSEC source: 0001248915-21-000122 · primary_doc.xml · nonDerivative · entry 6 NELL STEVEN E · CIK 0001248967 · Director · EVP, CFO 10b5-1 filing: Not disclosed Ownership: Indirect · Sara Rose Nell Irrevocable Trust of 2016 Disclosed balance after: 220 F2 · kind: Mr. Nell transferred 1,100 shares from shares directly held to Forrest Robert Nell Irrevocable Trust of 2016, Emma Eleanor Nell Irrevocable Trust of 2016, Stefani Grace Nell Irrevocable Trust of 2016, Sara Rose Nell Irrevocable Trust of 2016, and Natalie Ann Nell Irrevocable Trust of 2016. Read SEC document |
| December 10, 2021 Filed Dec 14, 2021 00:10 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | OtherCommon Stock | 220 | $0.00 | $0.00 |
DisclosureSEC source: 0001248915-21-000122 · primary_doc.xml · nonDerivative · entry 5 NELL STEVEN E · CIK 0001248967 · Director · EVP, CFO 10b5-1 filing: Not disclosed Ownership: Indirect · Stefani Grace Nell Irrevocable Trust of 2016 Disclosed balance after: 220 F2 · kind: Mr. Nell transferred 1,100 shares from shares directly held to Forrest Robert Nell Irrevocable Trust of 2016, Emma Eleanor Nell Irrevocable Trust of 2016, Stefani Grace Nell Irrevocable Trust of 2016, Sara Rose Nell Irrevocable Trust of 2016, and Natalie Ann Nell Irrevocable Trust of 2016. Read SEC document |
| December 10, 2021 Filed Dec 14, 2021 00:10 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | OtherCommon Stock | 220 | $0.00 | $0.00 |
DisclosureSEC source: 0001248915-21-000122 · primary_doc.xml · nonDerivative · entry 4 NELL STEVEN E · CIK 0001248967 · Director · EVP, CFO 10b5-1 filing: Not disclosed Ownership: Indirect · Emma Eleanor Nell Irrevocable Trust of 2016 Disclosed balance after: 220 F2 · kind: Mr. Nell transferred 1,100 shares from shares directly held to Forrest Robert Nell Irrevocable Trust of 2016, Emma Eleanor Nell Irrevocable Trust of 2016, Stefani Grace Nell Irrevocable Trust of 2016, Sara Rose Nell Irrevocable Trust of 2016, and Natalie Ann Nell Irrevocable Trust of 2016. Read SEC document |
| December 10, 2021 Filed Dec 14, 2021 00:10 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | OtherCommon Stock | 220 | $0.00 | $0.00 |
DisclosureSEC source: 0001248915-21-000122 · primary_doc.xml · nonDerivative · entry 3 NELL STEVEN E · CIK 0001248967 · Director · EVP, CFO 10b5-1 filing: Not disclosed Ownership: Indirect · Forrest Robert Nell Irrevocable Trust of 2016 Disclosed balance after: 220 F2 · kind: Mr. Nell transferred 1,100 shares from shares directly held to Forrest Robert Nell Irrevocable Trust of 2016, Emma Eleanor Nell Irrevocable Trust of 2016, Stefani Grace Nell Irrevocable Trust of 2016, Sara Rose Nell Irrevocable Trust of 2016, and Natalie Ann Nell Irrevocable Trust of 2016. Read SEC document |
| December 10, 2021 Filed Dec 14, 2021 00:10 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | OtherCommon Stock | 1,100 | $0.00 | $0.00 |
DisclosureSEC source: 0001248915-21-000122 · primary_doc.xml · nonDerivative · entry 2 NELL STEVEN E · CIK 0001248967 · Director · EVP, CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 61,112 F2 · kind: Mr. Nell transferred 1,100 shares from shares directly held to Forrest Robert Nell Irrevocable Trust of 2016, Emma Eleanor Nell Irrevocable Trust of 2016, Stefani Grace Nell Irrevocable Trust of 2016, Sara Rose Nell Irrevocable Trust of 2016, and Natalie Ann Nell Irrevocable Trust of 2016. Read SEC document |
| December 10, 2021 Filed Dec 14, 2021 00:10 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | GiftCommon Stock | 1,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001248915-21-000122 · primary_doc.xml · nonDerivative · entry 1 NELL STEVEN E · CIK 0001248967 · Director · EVP, CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 62,212 F1 · kind: The transaction reported involved a gift by the reporting person of 1,000 shares of common stock to a charitable donor advised fund. Read SEC document |
| December 02, 2021 Filed Dec 3, 2021 22:34 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | SaleCommon Stock | 8,000 | $106.13 | $849,001.60 |
DisclosureSEC source: 0001248915-21-000119 · primary_doc.xml · nonDerivative · entry 1 NELL STEVEN E · CIK 0001248967 · Director · EVP, CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 63,212 F1 · price: The reporting person undertakes to provide to BOK Financial Corporation, any security holder of BOK Financial Corporation, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in footnote (2) to this Form 4. F2 · price: The price reported in Column 4 is a weighted price. The shares were sold in multiple transactions at prices ranging from $105.86 - $106.30, inclusive. Read SEC document |
| March 08, 2021 Filed Mar 10, 2021 17:56 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | Exercise / conversion2013 Stock Options · Derivative | 7,356 | $0.00 Strike: $55.74 | $0.00 |
DisclosureSEC source: 0001248915-21-000064 · primary_doc.xml · derivative · entry 5 NELL STEVEN E · CIK 0001248967 · Director · EVP, CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 7,356 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F3 · derivative.exercise_date: For options granted in any one year, one-seventh of the options of such grant vest and become exercisable on the grant date of the anniversary each year commencing on the first anniversary after the grant. F4 · derivative.expiration_date: Options expire 3 years after vesting. Read SEC document |
| March 08, 2021 Filed Mar 10, 2021 17:56 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | Exercise / conversion2012 Stock Options · Derivative | 1,418 | $0.00 Strike: $58.76 | $0.00 |
DisclosureSEC source: 0001248915-21-000064 · primary_doc.xml · derivative · entry 4 NELL STEVEN E · CIK 0001248967 · Director · EVP, CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,418 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F3 · derivative.exercise_date: For options granted in any one year, one-seventh of the options of such grant vest and become exercisable on the grant date of the anniversary each year commencing on the first anniversary after the grant. F4 · derivative.expiration_date: Options expire 3 years after vesting. Read SEC document |
| March 08, 2021 Filed Mar 10, 2021 17:56 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | Tax withholdingCommon Stock | 8,774 | $95.71 | $839,727.95 |
DisclosureSEC source: 0001248915-21-000064 · primary_doc.xml · nonDerivative · entry 3 NELL STEVEN E · CIK 0001248967 · Director · EVP, CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 71,212 F1 · price: The reporting person undertakes to provide to BOK Financial Corporation, any security holder of BOK Financial Corporation, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in footnote (2) to this Form 4. F2 · price: The price reported in Column 4 is a weighted price. The shares were sold in multiple transactions at prices ranging from $95.30 - $95.791, inclusive. Read SEC document |
| March 08, 2021 Filed Mar 10, 2021 17:56 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | Exercise / conversionCommon Stock | 7,356 | $55.74 | $410,023.44 |
DisclosureSEC source: 0001248915-21-000064 · primary_doc.xml · nonDerivative · entry 2 NELL STEVEN E · CIK 0001248967 · Director · EVP, CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 79,986 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| March 08, 2021 Filed Mar 10, 2021 17:56 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | Exercise / conversionCommon Stock | 1,418 | $58.76 | $83,321.68 |
DisclosureSEC source: 0001248915-21-000064 · primary_doc.xml · nonDerivative · entry 1 NELL STEVEN E · CIK 0001248967 · Director · EVP, CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 72,630 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| February 24, 2021 Filed Feb 26, 2021 00:15 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | Tax withholdingCommon Stock | 3,110 | $90.07 | $280,117.70 |
DisclosureSEC source: 0001248915-21-000058 · primary_doc.xml · nonDerivative · entry 3 NELL STEVEN E · CIK 0001248967 · Director · EVP, CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 71,212 Read SEC document |
| February 24, 2021 Filed Feb 26, 2021 00:15 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | Exercise / conversionCommon Stock | 2,358 | $0.00 | $0.00 |
DisclosureSEC source: 0001248915-21-000058 · primary_doc.xml · nonDerivative · entry 2 NELL STEVEN E · CIK 0001248967 · Director · EVP, CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 74,322 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · shares: Represents upward restricted stock adjustments based upon attainment of performance goals established pursuant to the BOKF Executive Incentive Plan for restricted stock awards made in 2018. Read SEC document |
| February 23, 2021 Filed Feb 26, 2021 00:15 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | GrantCommon Stock | 8,337 | $0.00 | $0.00 |
DisclosureSEC source: 0001248915-21-000058 · primary_doc.xml · nonDerivative · entry 1 NELL STEVEN E · CIK 0001248967 · Director · EVP, CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 71,964 F1 · shares: Represents restricted stock which vests on January 8, 2024. Shares are subject to forfeiture (i) upon termination of employment prior to vesting, and (ii) if certain performance earnings per share targets established pursuant to BOKF Executive Incentive Plan are not met. Read SEC document |
| January 12, 2021 Filed Jan 14, 2021 00:51 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | Tax withholdingCommon Stock | 955 | $77.69 | $74,193.95 |
DisclosureSEC source: 0001248915-21-000031 · primary_doc.xml · nonDerivative · entry 1 NELL STEVEN E · CIK 0001248967 · Director · EVP, CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 70,791 Read SEC document |
| February 26, 2020 Filed Feb 27, 2020 23:43 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | Tax withholdingCommon Stock | 4,546 | $77.36 | $351,678.56 |
DisclosureSEC source: 0001248915-20-000053 · primary_doc.xml · nonDerivative · entry 3 NELL STEVEN E · CIK 0001248967 · Director · EVP, CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 71,746 Read SEC document |
| February 26, 2020 Filed Feb 27, 2020 23:43 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | Exercise / conversionCommon Stock | 4,841 | $0.00 | $0.00 |
DisclosureSEC source: 0001248915-20-000053 · primary_doc.xml · nonDerivative · entry 2 NELL STEVEN E · CIK 0001248967 · Director · EVP, CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 76,292 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · shares: Represents shares of common stock of the Issuer acquired upon the vesting of restricted stock. Read SEC document |
| February 25, 2020 Filed Feb 27, 2020 23:43 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | GrantCommon Stock | 7,396 | $0.00 | $0.00 |
DisclosureSEC source: 0001248915-20-000053 · primary_doc.xml · nonDerivative · entry 1 NELL STEVEN E · CIK 0001248967 · Director · EVP, CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 71,451 F1 · shares: Represents restricted stock which vests on January 10, 2023. Shares are subject to forfeiture (i) upon termination of employment prior to vesting, and (ii) if certain performance earnings per share targets established pursuant to BOKF Executive Incentive Plan are not met. Read SEC document |
| January 13, 2020 Filed Jan 15, 2020 19:56 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | Tax withholdingCommon Stock | 1,039 | $86.16 | $89,520.24 |
DisclosureSEC source: 0001248915-20-000029 · primary_doc.xml · nonDerivative · entry 1 NELL STEVEN E · CIK 0001248967 · Director · EVP, CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 64,055 Read SEC document |
| December 31, 2019 Filed Feb 14, 2020 19:10 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | GrantCommon Stock | 1.66 | $0.00 | $0.00 |
DisclosureSEC source: 0001248915-20-000041 · primary_doc.xml · nonDerivative · entry 1 NELL STEVEN E · CIK 0001248967 · Director · EVP, CFO 10b5-1 filing: Not disclosed Ownership: Indirect · by 401(k) Plan Disclosed balance after: 36.36 Read SEC document |
| November 01, 2019 Filed Nov 4, 2019 23:13 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | GiftCommon Stock | 311 | $0.00 | $0.00 |
DisclosureSEC source: 0001248915-19-000109 · primary_doc.xml · nonDerivative · entry 1 NELL STEVEN E · CIK 0001248967 · Director · EVP, CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 65,094 F1 · kind: The transaction reported involved a gift by the reporting person of 311 shares of common stock to a charitable donor advised fund. Read SEC document |
| February 26, 2019 Filed Feb 28, 2019 18:10 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | GrantCommon Stock | 8,013 | $0.00 | $0.00 |
DisclosureSEC source: 0001248915-19-000064 · primary_doc.xml · nonDerivative · entry 1 NELL STEVEN E · CIK 0001248967 · Director · EVP, CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 65,405 F1 · shares: Represents restricted stock which vests on January 11, 2022. Shares are subject to forfeiture (i) upon termination of employment prior to vesting, and (ii) if certain performance earnings per share targets established pursuant to BOKF Executive Incentive Plan are not met. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.