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 |
|---|---|---|---|---|---|---|
| February 26, 2019 Filed Feb 12, 2021 21:21 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | Disposition to issuerCommon Stock | 7,164 | $0.00 | $0.00 |
DisclosureSEC source: 0001248915-21-000045 · primary_doc.xml · nonDerivative · entry 1 NELL STEVEN E · CIK 0001248967 · Director · EVP, CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 64,582 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 2016. Read SEC document |
| January 14, 2019 Filed Jan 15, 2019 23:18 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | Tax withholdingCommon Stock | 1,510 | $77.66 | $117,266.60 |
DisclosureSEC source: 0001248915-19-000032 · primary_doc.xml · nonDerivative · entry 1 NELL STEVEN E · CIK 0001248967 · Director · EVP, CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 57,392 Read SEC document |
| December 31, 2018 Filed Feb 14, 2019 23:14 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | GrantCommon Stock | 34.7 | $0.00 | $0.00 |
DisclosureSEC source: 0001248915-19-000053 · primary_doc.xml · nonDerivative · entry 7 NELL STEVEN E · CIK 0001248967 · Director · EVP, CFO 10b5-1 filing: Not disclosed Ownership: Indirect · by 401(k) Plan Disclosed balance after: 34.7 Read SEC document |
| March 29, 2018 Filed Apr 2, 2018 20:13 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | Exercise / conversion2013 Stock Options · Derivative | 3,678 | $0.00 Strike: $55.74 | $0.00 |
DisclosureSEC source: 0001248915-18-000072 · primary_doc.xml · derivative · entry 3 NELL STEVEN E · CIK 0001248967 · EVP, CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 3,678 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. F1 · 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. F2 · derivative.expiration_date: Options expire 3 years after vesting. Read SEC document |
| March 29, 2018 Filed Apr 2, 2018 20:13 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | Tax withholdingCommon Stock | 3,678 | $98.08 | $360,752.58 |
DisclosureSEC source: 0001248915-18-000072 · primary_doc.xml · nonDerivative · entry 2 NELL STEVEN E · CIK 0001248967 · EVP, CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 58,902 Read SEC document |
| March 29, 2018 Filed Apr 2, 2018 20:13 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | Exercise / conversionCommon Stock | 3,678 | $55.74 | $205,011.72 |
DisclosureSEC source: 0001248915-18-000072 · primary_doc.xml · nonDerivative · entry 1 NELL STEVEN E · CIK 0001248967 · EVP, CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 62,580 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 28, 2018 Filed Mar 29, 2018 23:39 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | Exercise / conversion2012 Stock Options · Derivative | 1,418 | $0.00 Strike: $58.76 | $0.00 |
DisclosureSEC source: 0001248915-18-000070 · primary_doc.xml · derivative · entry 6 NELL STEVEN E · CIK 0001248967 · 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. F1 · 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. F2 · derivative.expiration_date: Options expire 3 years after vesting. Read SEC document |
| March 28, 2018 Filed Mar 29, 2018 23:39 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | Exercise / conversion2011 Stock Options · Derivative | 5,148 | $0.00 Strike: $55.94 | $0.00 |
DisclosureSEC source: 0001248915-18-000070 · primary_doc.xml · derivative · entry 5 NELL STEVEN E · CIK 0001248967 · EVP, CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 5,148 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. F1 · 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. F2 · derivative.expiration_date: Options expire 3 years after vesting. Read SEC document |
| March 28, 2018 Filed Mar 29, 2018 23:39 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | SaleCommon Stock | 8,011 | $98.12 | $786,039.32 |
DisclosureSEC source: 0001248915-18-000070 · primary_doc.xml · nonDerivative · entry 4 NELL STEVEN E · CIK 0001248967 · EVP, CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 58,902 Read SEC document |
| March 28, 2018 Filed Mar 29, 2018 23:39 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | Tax withholdingCommon Stock | 6,566 | $97.86 | $642,569.77 |
DisclosureSEC source: 0001248915-18-000070 · primary_doc.xml · nonDerivative · entry 3 NELL STEVEN E · CIK 0001248967 · EVP, CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 66,913 Read SEC document |
| March 28, 2018 Filed Mar 29, 2018 23:39 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | Exercise / conversionCommon Stock | 1,418 | $58.76 | $83,321.68 |
DisclosureSEC source: 0001248915-18-000070 · primary_doc.xml · nonDerivative · entry 2 NELL STEVEN E · CIK 0001248967 · EVP, CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 73,479 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 28, 2018 Filed Mar 29, 2018 23:39 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | Exercise / conversionCommon Stock | 5,148 | $55.94 | $287,979.12 |
DisclosureSEC source: 0001248915-18-000070 · primary_doc.xml · nonDerivative · entry 1 NELL STEVEN E · CIK 0001248967 · EVP, CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 72,061 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 02, 2018 Filed Mar 7, 2018 01:03 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | Tax withholdingCommon Stock | 3,022 | $96.36 | $291,191.76 |
DisclosureSEC source: 0001248915-18-000066 · primary_doc.xml · nonDerivative · entry 2 NELL STEVEN E · CIK 0001248967 · EVP, CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 66,933 Read SEC document |
| March 02, 2018 Filed Mar 7, 2018 01:03 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | Exercise / conversionCommon Stock | 6,120 | $0.00 | $0.00 |
DisclosureSEC source: 0001248915-18-000066 · primary_doc.xml · nonDerivative · entry 1 NELL STEVEN E · CIK 0001248967 · EVP, CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 69,955 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. F1 · shares: Represents shares of common stock of the Issuer acquired upon the vesting of restricted stock. Read SEC document |
| March 02, 2018 Filed Mar 29, 2018 23:22 UTC Amendment | BOK FINANCIAL CORP BOKF · Entity 3635 | Tax withholdingCommon Stock | 3,022 | $96.36 | $291,191.76 |
DisclosureSEC source: 0001248915-18-000069 · primary_doc.xml · nonDerivative · entry 2 NELL STEVEN E · CIK 0001248967 · EVP, CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 66,913 F1 · balance_after: This Form 4 Amendment is being filed to correct the Amount of Securities Beneficially Owned Following Reported Transactions due to a scrivener's error. Read SEC document |
| March 02, 2018 Filed Mar 29, 2018 23:22 UTC Amendment | BOK FINANCIAL CORP BOKF · Entity 3635 | Exercise / conversionCommon Stock | 6,120 | $0.00 | $0.00 |
DisclosureSEC source: 0001248915-18-000069 · primary_doc.xml · nonDerivative · entry 1 NELL STEVEN E · CIK 0001248967 · EVP, CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 69,935 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. F1 · balance_after: This Form 4 Amendment is being filed to correct the Amount of Securities Beneficially Owned Following Reported Transactions due to a scrivener's error. Read SEC document |
| January 12, 2018 Filed Jan 17, 2018 00:55 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | GrantCommon Stock | 6,091 | $0.00 | $0.00 |
DisclosureSEC source: 0001248915-18-000038 · primary_doc.xml · nonDerivative · entry 1 NELL STEVEN E · CIK 0001248967 · EVP, CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 72,224 F1 · shares: Represents restricted stock which vests 3 years from the date of grant. 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 09, 2018 Filed Jan 12, 2018 00:00 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | Tax withholdingCommon Stock | 4,450 | $93.62 | $416,609.00 |
DisclosureSEC source: 0001248915-18-000010 · primary_doc.xml · nonDerivative · entry 2 NELL STEVEN E · CIK 0001248967 · EVP, CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 66,133 Read SEC document |
| January 09, 2018 Filed Jan 12, 2018 00:00 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | Exercise / conversionCommon Stock | 9,363 | $0.00 | $0.00 |
DisclosureSEC source: 0001248915-18-000010 · primary_doc.xml · nonDerivative · entry 1 NELL STEVEN E · CIK 0001248967 · EVP, CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 70,583 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. F1 · shares: Represents shares of common stock of the Issuer acquired upon the vesting of restricted stock. Read SEC document |
| December 18, 2017 Filed Feb 14, 2018 17:43 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | SaleCommon Stock | 2,157 | $92.45 | $199,414.65 |
DisclosureSEC source: 0001248915-18-000054 · primary_doc.xml · nonDerivative · entry 10 NELL STEVEN E · CIK 0001248967 · EVP, CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 52,811 Read SEC document |
| December 18, 2017 Filed Feb 14, 2018 17:43 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | GiftCommon Stock | 310 | $91.18 | $28,265.80 |
DisclosureSEC source: 0001248915-18-000054 · primary_doc.xml · nonDerivative · entry 9 NELL STEVEN E · CIK 0001248967 · EVP, CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 54,968 Read SEC document |
| December 18, 2017 Filed Feb 14, 2018 17:43 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | OtherCommon Stock | 307 | $91.18 | $27,992.26 |
DisclosureSEC source: 0001248915-18-000054 · primary_doc.xml · nonDerivative · entry 8 NELL STEVEN E · CIK 0001248967 · EVP, CFO 10b5-1 filing: Not disclosed Ownership: Indirect · Natalie Ann Nell Irrevocable Trust of 2016 Disclosed balance after: 307 F1 · kind: Mr. Nell transferred 5,922 shares from shares directly held to Charitable Remainder Trust of Steven Earl Nell and Malisa Ann Nell, 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 18, 2017 Filed Feb 14, 2018 17:43 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | OtherCommon Stock | 307 | $91.18 | $27,992.26 |
DisclosureSEC source: 0001248915-18-000054 · primary_doc.xml · nonDerivative · entry 7 NELL STEVEN E · CIK 0001248967 · EVP, CFO 10b5-1 filing: Not disclosed Ownership: Indirect · Sara Rose Nell Irrevocable Trust of 2016 Disclosed balance after: 307 F1 · kind: Mr. Nell transferred 5,922 shares from shares directly held to Charitable Remainder Trust of Steven Earl Nell and Malisa Ann Nell, 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 18, 2017 Filed Feb 14, 2018 17:43 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | OtherCommon Stock | 307 | $91.18 | $27,992.26 |
DisclosureSEC source: 0001248915-18-000054 · primary_doc.xml · nonDerivative · entry 6 NELL STEVEN E · CIK 0001248967 · EVP, CFO 10b5-1 filing: Not disclosed Ownership: Indirect · Stefani Grace Nell Irrevocable Trust of 2016 Disclosed balance after: 307 F1 · kind: Mr. Nell transferred 5,922 shares from shares directly held to Charitable Remainder Trust of Steven Earl Nell and Malisa Ann Nell, 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 18, 2017 Filed Feb 14, 2018 17:43 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | OtherCommon Stock | 307 | $91.18 | $27,992.26 |
DisclosureSEC source: 0001248915-18-000054 · primary_doc.xml · nonDerivative · entry 5 NELL STEVEN E · CIK 0001248967 · EVP, CFO 10b5-1 filing: Not disclosed Ownership: Indirect · Emma Eleanor Nell Irrevocable Trust of 2016 Disclosed balance after: 307 F1 · kind: Mr. Nell transferred 5,922 shares from shares directly held to Charitable Remainder Trust of Steven Earl Nell and Malisa Ann Nell, 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 18, 2017 Filed Feb 14, 2018 17:43 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | OtherCommon Stock | 307 | $91.18 | $27,992.26 |
DisclosureSEC source: 0001248915-18-000054 · primary_doc.xml · nonDerivative · entry 4 NELL STEVEN E · CIK 0001248967 · EVP, CFO 10b5-1 filing: Not disclosed Ownership: Indirect · Forrest Robert Nell Irrevocable Trust of 2016 Disclosed balance after: 307 F1 · kind: Mr. Nell transferred 5,922 shares from shares directly held to Charitable Remainder Trust of Steven Earl Nell and Malisa Ann Nell, 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 18, 2017 Filed Feb 14, 2018 17:43 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | OtherCommon Stock | 4,387 | $91.18 | $400,006.66 |
DisclosureSEC source: 0001248915-18-000054 · primary_doc.xml · nonDerivative · entry 3 NELL STEVEN E · CIK 0001248967 · EVP, CFO 10b5-1 filing: Not disclosed Ownership: Indirect · Charitable Remainder Trust of Steven Earl Nell and Malisa Ann Nell Disclosed balance after: 4,387 F1 · kind: Mr. Nell transferred 5,922 shares from shares directly held to Charitable Remainder Trust of Steven Earl Nell and Malisa Ann Nell, 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 18, 2017 Filed Feb 14, 2018 17:43 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | OtherCommon Stock | 5,922 | $91.18 | $539,967.96 |
DisclosureSEC source: 0001248915-18-000054 · primary_doc.xml · nonDerivative · entry 2 NELL STEVEN E · CIK 0001248967 · EVP, CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 55,278 F1 · kind: Mr. Nell transferred 5,922 shares from shares directly held to Charitable Remainder Trust of Steven Earl Nell and Malisa Ann Nell, 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 18, 2017 Filed Feb 14, 2019 23:14 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | SaleCommon Stock | 307 | $92.64 | $28,440.17 |
DisclosureSEC source: 0001248915-19-000053 · 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: 0 Read SEC document |
| December 18, 2017 Filed Feb 14, 2019 23:14 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | SaleCommon Stock | 307 | $92.65 | $28,442.02 |
DisclosureSEC source: 0001248915-19-000053 · 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: 0 Read SEC document |
| December 18, 2017 Filed Feb 14, 2019 23:14 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | SaleCommon Stock | 307 | $92.68 | $28,452.85 |
DisclosureSEC source: 0001248915-19-000053 · 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: 0 Read SEC document |
| December 18, 2017 Filed Feb 14, 2019 23:14 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | SaleCommon Stock | 307 | $92.78 | $28,481.93 |
DisclosureSEC source: 0001248915-19-000053 · 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: 0 Read SEC document |
| December 18, 2017 Filed Feb 14, 2019 23:14 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | SaleCommon Stock | 307 | $92.68 | $28,452.85 |
DisclosureSEC source: 0001248915-19-000053 · 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: 0 Read SEC document |
| December 18, 2017 Filed Feb 14, 2019 23:14 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | SaleCommon Stock | 4,387 | $92.60 | $406,235.76 |
DisclosureSEC source: 0001248915-19-000053 · primary_doc.xml · nonDerivative · entry 1 NELL STEVEN E · CIK 0001248967 · Director · EVP, CFO 10b5-1 filing: Not disclosed Ownership: Indirect · Charitable Remainder Trust of Steven Earl Nell and Malisa Ann Nell Disclosed balance after: 0 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 5. F2 · price: The price reported in Column 4 is a weighted price. The shares were sold in multiple transactions at prices ranging from $92.57 to 92.73, inclusive. Read SEC document |
| September 27, 2017 Filed Sep 29, 2017 17:24 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | Exercise / conversion2013 Stock Options · Derivative | 7,356 | $0.00 Strike: $55.74 | $0.00 |
DisclosureSEC source: 0001248915-17-000112 · primary_doc.xml · derivative · entry 9 NELL STEVEN E · CIK 0001248967 · 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. F1 · 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. F2 · derivative.expiration_date: Options expire 3 years after vesting. Read SEC document |
| September 27, 2017 Filed Sep 29, 2017 17:24 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | Exercise / conversion2012 Stock Options · Derivative | 2,836 | $0.00 Strike: $58.76 | $0.00 |
DisclosureSEC source: 0001248915-17-000112 · primary_doc.xml · derivative · entry 8 NELL STEVEN E · CIK 0001248967 · EVP, CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 2,836 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. F1 · 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. F2 · derivative.expiration_date: Options expire 3 years after vesting. Read SEC document |
| September 27, 2017 Filed Sep 29, 2017 17:24 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | Exercise / conversion2011 Stock Options · Derivative | 10,295 | $0.00 Strike: $55.94 | $0.00 |
DisclosureSEC source: 0001248915-17-000112 · primary_doc.xml · derivative · entry 7 NELL STEVEN E · CIK 0001248967 · EVP, CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 10,295 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. F1 · 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. F2 · derivative.expiration_date: Options expire 3 years after vesting. Read SEC document |
| September 27, 2017 Filed Sep 29, 2017 17:24 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | Exercise / conversion2009 Stock Options · Derivative | 3,729 | $0.00 Strike: $36.65 | $0.00 |
DisclosureSEC source: 0001248915-17-000112 · primary_doc.xml · derivative · entry 6 NELL STEVEN E · CIK 0001248967 · EVP, CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 3,729 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. F1 · 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. F2 · derivative.expiration_date: Options expire 3 years after vesting. Read SEC document |
| September 27, 2017 Filed Sep 29, 2017 17:24 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | Tax withholdingCommon Stock | 24,216 | $87.10 | $2,109,099.78 |
DisclosureSEC source: 0001248915-17-000112 · primary_doc.xml · nonDerivative · entry 5 NELL STEVEN E · CIK 0001248967 · EVP, CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 61,220 Read SEC document |
| September 27, 2017 Filed Sep 29, 2017 17:24 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | Exercise / conversionCommon Stock | 7,356 | $55.74 | $410,023.44 |
DisclosureSEC source: 0001248915-17-000112 · primary_doc.xml · nonDerivative · entry 4 NELL STEVEN E · CIK 0001248967 · EVP, CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 85,436 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 |
| September 27, 2017 Filed Sep 29, 2017 17:24 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | Exercise / conversionCommon Stock | 2,836 | $58.76 | $166,643.36 |
DisclosureSEC source: 0001248915-17-000112 · primary_doc.xml · nonDerivative · entry 3 NELL STEVEN E · CIK 0001248967 · EVP, CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 78,080 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 |
| September 27, 2017 Filed Sep 29, 2017 17:24 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | Exercise / conversionCommon Stock | 10,295 | $55.94 | $575,902.30 |
DisclosureSEC source: 0001248915-17-000112 · primary_doc.xml · nonDerivative · entry 2 NELL STEVEN E · CIK 0001248967 · EVP, CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 75,244 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 |
| September 27, 2017 Filed Sep 29, 2017 17:24 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | Exercise / conversionCommon Stock | 3,729 | $36.65 | $136,667.85 |
DisclosureSEC source: 0001248915-17-000112 · primary_doc.xml · nonDerivative · entry 1 NELL STEVEN E · CIK 0001248967 · EVP, CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 64,949 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 28, 2017 Filed Feb 14, 2018 17:43 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | GiftCommon Stock | 20 | $82.46 | $1,649.20 |
DisclosureSEC source: 0001248915-18-000054 · primary_doc.xml · nonDerivative · entry 1 NELL STEVEN E · CIK 0001248967 · EVP, CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 61,200 Read SEC document |
| January 13, 2017 Filed Jan 18, 2017 00:05 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | GrantCommon Stock | 6,916 | $0.00 | $0.00 |
DisclosureSEC source: 0001248915-17-000025 · primary_doc.xml · nonDerivative · entry 1 NELL STEVEN E · CIK 0001248967 · EVP, CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 71,300 F1 · shares: Represents restricted stock which vests 5 years from the date of grant. 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 10, 2017 Filed Jan 13, 2017 00:28 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | Tax withholdingCommon Stock | 1,106 | $83.24 | $92,063.44 |
DisclosureSEC source: 0001248915-17-000014 · primary_doc.xml · nonDerivative · entry 2 NELL STEVEN E · CIK 0001248967 · EVP, CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 64,384 Read SEC document |
| January 10, 2017 Filed Jan 13, 2017 00:28 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | Exercise / conversionCommon Stock | 2,194 | $0.00 | $0.00 |
DisclosureSEC source: 0001248915-17-000014 · primary_doc.xml · nonDerivative · entry 1 NELL STEVEN E · CIK 0001248967 · EVP, CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 65,490 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. F1 · shares: Represents shares of common stock of the Issuer acquired upon the vesting of restricted stock. Read SEC document |
| January 04, 2017 Filed Feb 14, 2017 17:24 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | SaleCommon Stock | 333 | $83.30 | $27,738.90 |
DisclosureSEC source: 0001248915-17-000048 · primary_doc.xml · nonDerivative · entry 20 NELL STEVEN E · CIK 0001248967 · EVP, CFO 10b5-1 filing: Not disclosed Ownership: Indirect · Natalie Ann Nell Irrevocable Trust of 2016 Disclosed balance after: 0 Read SEC document |
| January 04, 2017 Filed Feb 14, 2017 17:24 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | SaleCommon Stock | 333 | $83.30 | $27,738.90 |
DisclosureSEC source: 0001248915-17-000048 · primary_doc.xml · nonDerivative · entry 19 NELL STEVEN E · CIK 0001248967 · EVP, CFO 10b5-1 filing: Not disclosed Ownership: Indirect · Sara Rose Nell Irrevocable Trust of 2016 Disclosed balance after: 0 Read SEC document |
| January 04, 2017 Filed Feb 14, 2017 17:24 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | SaleCommon Stock | 333 | $83.30 | $27,738.90 |
DisclosureSEC source: 0001248915-17-000048 · primary_doc.xml · nonDerivative · entry 18 NELL STEVEN E · CIK 0001248967 · EVP, CFO 10b5-1 filing: Not disclosed Ownership: Indirect · Stefani Grace Nell Irrevocable Trust of 2016 Disclosed balance after: 0 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.