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 December 31, 2022 · Filed February 14, 2023
Section 16 reporting ended · disclosed 2023-02-14. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 26,964 |
Reported balance
After 2022-10-31 transaction · row 1
1 source rowRow 1 · 2022-10-31 · Gift · Disposed 107 · Balance 26,964 F1: The transaction reported involved a gift by the reporting person of 107 shares of common stock to a charitable donor advised fund. |
| Common StockSEC Table I · non-derivative | Indirectby 401(k) Plan | 9,576.3259 |
Reported balance
Holding disclosure · report date 2022-12-31 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 9,576.3259 |
Filing footnotes · ownership attribution and instrument terms
F1: The transaction reported involved a gift by the reporting person of 107 shares of common stock to a charitable donor advised fund.
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 13, 2017 Filed Jan 18, 2017 00:24 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | OtherCommon Stock | 1,967 | $0.00 | $0.00 |
DisclosureSEC source: 0001248915-17-000027 · primary_doc.xml · nonDerivative · entry 2 Bagwell Norman P · CIK 0001439806 · EVP - Regional Banks 10b5-1 filing: Not disclosed Ownership: Indirect · by BOK Thrift Plan Disclosed balance after: 1,967 F1 · kind: These shares are related to the BOK Thrift Plan for which employees own investment units which hold BOKF common stock. Read SEC document |
| January 10, 2017 Filed Jan 13, 2017 00:09 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | Tax withholdingCommon Stock | 910 | $83.24 | $75,748.40 |
DisclosureSEC source: 0001248915-17-000011 · primary_doc.xml · nonDerivative · entry 2 Bagwell Norman P · CIK 0001439806 · EVP - Regional Banks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,113 Read SEC document |
| January 10, 2017 Filed Jan 13, 2017 00:09 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | Exercise / conversionCommon Stock | 1,984 | $0.00 | $0.00 |
DisclosureSEC source: 0001248915-17-000011 · primary_doc.xml · nonDerivative · entry 1 Bagwell Norman P · CIK 0001439806 · EVP - Regional Banks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,023 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 03, 2017 Filed Jan 6, 2017 02:14 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | Tax withholdingCommon Stock | 1,550 | $81.83 | $126,836.50 |
DisclosureSEC source: 0001248915-17-000001 · primary_doc.xml · nonDerivative · entry 1 Bagwell Norman P · CIK 0001439806 · EVP - Regional Banks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,039 Read SEC document |
| December 31, 2016 Filed Feb 14, 2017 22:42 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | OtherCommon Stock | 6,234.0755 | $0.00 | $0.00 |
DisclosureSEC source: 0001248915-17-000049 · primary_doc.xml · nonDerivative · entry 1 Bagwell Norman P · CIK 0001439806 · EVP - Regional Banks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,823.0755 F1 · kind: These shares are related to the BOK Thrift Plan for which employees own investment units which hold BOKF common stock. F2 · balance_after: 6,234.0755 shares are related to Mr. Bagwell's BOK Thrift Plan holdings only. Mr. Bagwell also owns 20,589 shares directly as of 12/31/2016. Read SEC document |
| November 16, 2016 Filed Nov 18, 2016 00:02 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | Tax withholdingCommon Stock | 2,617 | $79.57 | $208,241.49 |
DisclosureSEC source: 0001248915-16-000247 · primary_doc.xml · nonDerivative · entry 2 Bagwell Norman P · CIK 0001439806 · EVP - Regional Banks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,589 Read SEC document |
| November 15, 2016 Filed Nov 18, 2016 00:02 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | Exercise / conversion2011 Stock Options · Derivative | 3,201 | $0.00 Strike: $55.94 | $0.00 |
DisclosureSEC source: 0001248915-16-000247 · primary_doc.xml · derivative · entry 3 Bagwell Norman P · CIK 0001439806 · EVP - Regional Banks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 3,201 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 |
| November 15, 2016 Filed Nov 18, 2016 00:02 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | Exercise / conversionCommon Stock | 3,201 | $55.94 | $179,063.94 |
DisclosureSEC source: 0001248915-16-000247 · primary_doc.xml · nonDerivative · entry 1 Bagwell Norman P · CIK 0001439806 · EVP - Regional Banks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,206 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 |
| January 13, 2016 Filed Jan 18, 2017 00:24 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | OtherCommon Stock | 1,967 | $0.00 | $0.00 |
DisclosureSEC source: 0001248915-17-000027 · primary_doc.xml · nonDerivative · entry 1 Bagwell Norman P · CIK 0001439806 · EVP - Regional Banks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,146 F1 · kind: These shares are related to the BOK Thrift Plan for which employees own investment units which hold BOKF common stock. 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.