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 |
|---|---|---|---|---|---|---|
| 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 17 NELL STEVEN E · CIK 0001248967 · EVP, CFO 10b5-1 filing: Not disclosed Ownership: Indirect · Emma Eleanor 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 16 NELL STEVEN E · CIK 0001248967 · EVP, CFO 10b5-1 filing: Not disclosed Ownership: Indirect · Forrest Robert 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 | 2,000 | $83.33 | $166,660.00 |
DisclosureSEC source: 0001248915-17-000048 · primary_doc.xml · nonDerivative · entry 15 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: 0 Read SEC document |
| January 03, 2017 Filed Jan 6, 2017 02:36 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | Tax withholdingCommon Stock | 990 | $81.83 | $81,011.70 |
DisclosureSEC source: 0001248915-17-000003 · primary_doc.xml · nonDerivative · entry 1 NELL STEVEN E · CIK 0001248967 · EVP, CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 63,296 Read SEC document |
| January 03, 2017 Filed Feb 14, 2017 17:24 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | SaleCommon Stock | 2,000 | $81.51 | $163,016.00 |
DisclosureSEC source: 0001248915-17-000048 · primary_doc.xml · nonDerivative · entry 14 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: 2,000 F5 · 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 (6) to this Form 4. F6 · price: The price reported in Column 4 is a weighted price. The shares were sold in multiple transactions at prices ranging from $81.45 to 81.59, inclusive. Read SEC document |
| December 31, 2016 Filed Feb 14, 2017 17:24 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | OtherCommon Stock | 28.6869 | $0.00 | $0.00 |
DisclosureSEC source: 0001248915-17-000048 · primary_doc.xml · nonDerivative · entry 21 NELL STEVEN E · CIK 0001248967 · EVP, CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 54,234.6869 F7 · kind: These shares are related to the BOK Thrift Plan for which employees own investment units which hold BOKF common stock. F8 · balance_after: 28.6869 shares are related to Mr. Nell's BOK Thrift Plan holdings only. Mr. Nell also owns 54,206 shares directly as of 12/31/2016. Read SEC document |
| December 30, 2016 Filed Feb 14, 2017 17:24 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | GiftCommon Stock | 15 | $83.04 | $1,245.60 |
DisclosureSEC source: 0001248915-17-000048 · primary_doc.xml · nonDerivative · entry 13 NELL STEVEN E · CIK 0001248967 · EVP, CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 54,206 Read SEC document |
| December 29, 2016 Filed Feb 14, 2017 17:24 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | SaleCommon Stock | 4,320 | $82.63 | $356,946.05 |
DisclosureSEC source: 0001248915-17-000048 · primary_doc.xml · nonDerivative · entry 12 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: 4,000 F3 · 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 (4) to this Form 4. F4 · price: The price reported in Column 4 is a weighted price. The shares were sold in multiple transactions at prices ranging from $82.53 to 82.75, inclusive. Read SEC document |
| December 28, 2016 Filed Feb 14, 2017 17:24 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | OtherCommon Stock | 2,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001248915-17-000048 · primary_doc.xml · nonDerivative · entry 11 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: 8,320 F2 · kind: Mr. Nell transferred 2,000 shares from shares directly held to Charitable Remainder Trust of Steven Earl Nell and Malisa Ann Nell. Read SEC document |
| December 28, 2016 Filed Feb 14, 2017 17:24 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | OtherCommon Stock | 2,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001248915-17-000048 · primary_doc.xml · nonDerivative · entry 10 NELL STEVEN E · CIK 0001248967 · EVP, CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 54,221 F2 · kind: Mr. Nell transferred 2,000 shares from shares directly held to Charitable Remainder Trust of Steven Earl Nell and Malisa Ann Nell. Read SEC document |
| December 27, 2016 Filed Feb 14, 2017 17:24 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | OtherCommon Stock | 333 | $0.00 | $0.00 |
DisclosureSEC source: 0001248915-17-000048 · primary_doc.xml · nonDerivative · entry 9 NELL STEVEN E · CIK 0001248967 · EVP, CFO 10b5-1 filing: Not disclosed Ownership: Indirect · Natalie Ann Nell Irrevocable Trust of 2016 Disclosed balance after: 333 F1 · kind: Mr. Nell transferred 7,985 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 27, 2016 Filed Feb 14, 2017 17:24 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | OtherCommon Stock | 333 | $0.00 | $0.00 |
DisclosureSEC source: 0001248915-17-000048 · primary_doc.xml · nonDerivative · entry 8 NELL STEVEN E · CIK 0001248967 · EVP, CFO 10b5-1 filing: Not disclosed Ownership: Indirect · Sara Rose Nell Irrevocable Trust of 2016 Disclosed balance after: 333 F1 · kind: Mr. Nell transferred 7,985 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 27, 2016 Filed Feb 14, 2017 17:24 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | OtherCommon Stock | 333 | $0.00 | $0.00 |
DisclosureSEC source: 0001248915-17-000048 · primary_doc.xml · nonDerivative · entry 7 NELL STEVEN E · CIK 0001248967 · EVP, CFO 10b5-1 filing: Not disclosed Ownership: Indirect · Stefani Grace Nell Irrevocable Trust of 2016 Disclosed balance after: 333 F1 · kind: Mr. Nell transferred 7,985 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 27, 2016 Filed Feb 14, 2017 17:24 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | OtherCommon Stock | 333 | $0.00 | $0.00 |
DisclosureSEC source: 0001248915-17-000048 · primary_doc.xml · nonDerivative · entry 6 NELL STEVEN E · CIK 0001248967 · EVP, CFO 10b5-1 filing: Not disclosed Ownership: Indirect · Emma Eleanor Nell Irrevocable Trust of 2016 Disclosed balance after: 333 F1 · kind: Mr. Nell transferred 7,985 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 27, 2016 Filed Feb 14, 2017 17:24 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | OtherCommon Stock | 333 | $0.00 | $0.00 |
DisclosureSEC source: 0001248915-17-000048 · primary_doc.xml · nonDerivative · entry 5 NELL STEVEN E · CIK 0001248967 · EVP, CFO 10b5-1 filing: Not disclosed Ownership: Indirect · Forrest Robert Nell Irrevocable Trust of 2016 Disclosed balance after: 333 F1 · kind: Mr. Nell transferred 7,985 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 27, 2016 Filed Feb 14, 2017 17:24 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | OtherCommon Stock | 6,320 | $0.00 | $0.00 |
DisclosureSEC source: 0001248915-17-000048 · primary_doc.xml · nonDerivative · entry 4 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: 6,320 F1 · kind: Mr. Nell transferred 7,985 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 27, 2016 Filed Feb 14, 2017 17:24 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | OtherCommon Stock | 7,985 | $0.00 | $0.00 |
DisclosureSEC source: 0001248915-17-000048 · primary_doc.xml · nonDerivative · entry 3 NELL STEVEN E · CIK 0001248967 · EVP, CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 56,221 F1 · kind: Mr. Nell transferred 7,985 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 |
| November 17, 2016 Filed Feb 14, 2017 17:24 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | GiftCommon Stock | 50 | $80.53 | $4,026.50 |
DisclosureSEC source: 0001248915-17-000048 · primary_doc.xml · nonDerivative · entry 2 NELL STEVEN E · CIK 0001248967 · EVP, CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 64,206 Read SEC document |
| November 16, 2016 Filed Feb 14, 2017 17:24 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | GiftCommon Stock | 30 | $79.85 | $2,395.50 |
DisclosureSEC source: 0001248915-17-000048 · primary_doc.xml · nonDerivative · entry 1 NELL STEVEN E · CIK 0001248967 · EVP, CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 64,256 Read SEC document |
| November 10, 2016 Filed Nov 14, 2016 16:19 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | SaleCommon Stock | 8,000 | $77.11 | $616,844.00 |
DisclosureSEC source: 0001248915-16-000243 · primary_doc.xml · nonDerivative · entry 1 NELL STEVEN E · CIK 0001248967 · EVP, CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 64,286 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.