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 | IndirectSteven G. Bradshaw Revocable Trust | 75,806.2064 |
Reported balance
After 2022-11-30 transaction · row 1
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 1 · 2022-11-30 · Exercise / conversion · Acquired 34,127.2064 · Balance 75,806.2064 |
| Common StockSEC Table I · non-derivative | IndirectSteven G. Bradshaw Revocable Trust | 61,558 |
Reported balance
After 2022-11-30 transaction · row 2
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 2 · 2022-11-30 · Tax withholding · Disposed 14,248.2064 · Balance 61,558 |
| Phantom StockSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2022-11-30 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2022-11-30 · Exercise / conversion · Disposed 34,127.2064 · Balance 0 F1: 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. F3: Previous reports included an immaterial administrative error under reporting 18.6007 shares of Phantom Stock. F2: The Phantom Stock becomes payable upon the reporting person's termination of employment with the Company. |
| Common StockSEC Table I · non-derivative | Direct | 29,488 |
Reported balance
Holding disclosure · report date 2022-12-31 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 29,488 |
Filing footnotes · ownership attribution and instrument terms
F1: 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.
F2: The Phantom Stock becomes payable upon the reporting person's termination of employment with the Company.
F3: Previous reports included an immaterial administrative error under reporting 18.6007 shares of Phantom Stock.
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 26, 2018 Filed Jan 29, 2018 17:09 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | Exercise / conversionCommon Stock | 1,847 | $58.76 | $108,529.72 |
DisclosureSEC source: 0001248915-18-000041 · primary_doc.xml · nonDerivative · entry 2 BRADSHAW STEVEN G · CIK 0001248923 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Indirect · Steven G. Bradshaw Revocable Trust Disclosed balance after: 96,302 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 26, 2018 Filed Jan 29, 2018 17:09 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | Exercise / conversionCommon Stock | 2,472 | $55.94 | $138,283.68 |
DisclosureSEC source: 0001248915-18-000041 · primary_doc.xml · nonDerivative · entry 1 BRADSHAW STEVEN G · CIK 0001248923 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Indirect · Steven G. Bradshaw Revocable Trust Disclosed balance after: 94,455 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 12, 2018 Filed Jan 17, 2018 00:13 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | GrantCommon Stock | 20,888 | $0.00 | $0.00 |
DisclosureSEC source: 0001248915-18-000029 · primary_doc.xml · nonDerivative · entry 1 BRADSHAW STEVEN G · CIK 0001248923 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 75,489 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 11, 2018 23:21 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | Tax withholdingCommon Stock | 4,272 | $93.62 | $399,944.64 |
DisclosureSEC source: 0001248915-18-000002 · primary_doc.xml · nonDerivative · entry 2 BRADSHAW STEVEN G · CIK 0001248923 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Indirect · Steven G. Bradshaw Revocable Trust Disclosed balance after: 91,983 Read SEC document |
| January 09, 2018 Filed Jan 11, 2018 23:21 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | Exercise / conversionCommon Stock | 9,004 | $0.00 | $0.00 |
DisclosureSEC source: 0001248915-18-000002 · primary_doc.xml · nonDerivative · entry 1 BRADSHAW STEVEN G · CIK 0001248923 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Indirect · Steven G. Bradshaw Revocable Trust Disclosed balance after: 96,255 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 31, 2017 Filed Feb 14, 2018 16:23 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | OtherCommon Stock | 2,188.3504 | $0.00 | $0.00 |
DisclosureSEC source: 0001248915-18-000046 · primary_doc.xml · nonDerivative · entry 1 BRADSHAW STEVEN G · CIK 0001248923 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 56,789.3504 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: 2,188.3504 shares are related to Mr. Bradshaw's BOK Thrift Plan holdings only. Mr. Bradshaw also owns 54,601 shares directly as of 12/31/2017. Read SEC document |
| April 28, 2017 Filed May 2, 2017 21:21 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | Exercise / conversion2013 Stock Options · Derivative | 3,384 | $0.00 Strike: $55.74 | $0.00 |
DisclosureSEC source: 0001248915-17-000086 · primary_doc.xml · derivative · entry 7 BRADSHAW STEVEN G · CIK 0001248923 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 3,384 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 |
| April 28, 2017 Filed May 2, 2017 21:21 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | Exercise / conversion2012 Stock Options · Derivative | 1,847 | $0.00 Strike: $58.76 | $0.00 |
DisclosureSEC source: 0001248915-17-000086 · primary_doc.xml · derivative · entry 6 BRADSHAW STEVEN G · CIK 0001248923 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,847 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 |
| April 28, 2017 Filed May 2, 2017 21:21 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | Exercise / conversion2011 Stock Options · Derivative | 2,472 | $0.00 Strike: $55.94 | $0.00 |
DisclosureSEC source: 0001248915-17-000086 · primary_doc.xml · derivative · entry 5 BRADSHAW STEVEN G · CIK 0001248923 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 2,472 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 |
| April 28, 2017 Filed May 2, 2017 21:21 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | Tax withholdingCommon Stock | 6,685 | $84.47 | $564,683.29 |
DisclosureSEC source: 0001248915-17-000086 · primary_doc.xml · nonDerivative · entry 4 BRADSHAW STEVEN G · CIK 0001248923 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Indirect · Steven G. Bradshaw Revocable Trust Disclosed balance after: 87,251 Read SEC document |
| April 28, 2017 Filed May 2, 2017 21:21 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | Exercise / conversionCommon Stock | 3,384 | $55.74 | $188,624.16 |
DisclosureSEC source: 0001248915-17-000086 · primary_doc.xml · nonDerivative · entry 3 BRADSHAW STEVEN G · CIK 0001248923 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Indirect · Steven G. Bradshaw Revocable Trust Disclosed balance after: 93,936 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 |
| April 28, 2017 Filed May 2, 2017 21:21 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | Exercise / conversionCommon Stock | 1,847 | $58.76 | $108,529.72 |
DisclosureSEC source: 0001248915-17-000086 · primary_doc.xml · nonDerivative · entry 2 BRADSHAW STEVEN G · CIK 0001248923 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Indirect · Steven G. Bradshaw Revocable Trust Disclosed balance after: 90,552 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 |
| April 28, 2017 Filed May 2, 2017 21:21 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | Exercise / conversionCommon Stock | 2,472 | $55.94 | $138,283.68 |
DisclosureSEC source: 0001248915-17-000086 · primary_doc.xml · nonDerivative · entry 1 BRADSHAW STEVEN G · CIK 0001248923 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Indirect · Steven G. Bradshaw Revocable Trust Disclosed balance after: 88,705 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 13, 2017 Filed Feb 16, 2017 01:54 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | GiftCommon Stock | 300 | $83.44 | $25,032.00 |
DisclosureSEC source: 0001248915-17-000057 · primary_doc.xml · nonDerivative · entry 1 BRADSHAW STEVEN G · CIK 0001248923 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Indirect · Steven G. Bradshaw Revocable Trust Disclosed balance after: 86,233 Read SEC document |
| January 13, 2017 Filed Jan 17, 2017 23:51 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | GrantCommon Stock | 22,659 | $0.00 | $0.00 |
DisclosureSEC source: 0001248915-17-000023 · primary_doc.xml · nonDerivative · entry 1 BRADSHAW STEVEN G · CIK 0001248923 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 54,601 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 03, 2017 Filed Jan 6, 2017 02:27 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | OtherCommon Stock | 1,265 | $0.00 | $0.00 |
DisclosureSEC source: 0001248915-17-000002 · primary_doc.xml · nonDerivative · entry 3 BRADSHAW STEVEN G · CIK 0001248923 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Indirect · Steven G. Bradshaw Revocable Trust Disclosed balance after: 86,533 F1 · kind: Mr. Bradshaw transferred 1,265 shares from shares directly held to Steven G. Bradshaw Revocable Trust. Read SEC document |
| January 03, 2017 Filed Jan 6, 2017 02:27 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | OtherCommon Stock | 1,265 | $0.00 | $0.00 |
DisclosureSEC source: 0001248915-17-000002 · primary_doc.xml · nonDerivative · entry 2 BRADSHAW STEVEN G · CIK 0001248923 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,942 F1 · kind: Mr. Bradshaw transferred 1,265 shares from shares directly held to Steven G. Bradshaw Revocable Trust. Read SEC document |
| January 03, 2017 Filed Jan 6, 2017 02:27 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | Tax withholdingCommon Stock | 1,261 | $81.83 | $103,187.63 |
DisclosureSEC source: 0001248915-17-000002 · primary_doc.xml · nonDerivative · entry 1 BRADSHAW STEVEN G · CIK 0001248923 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,207 Read SEC document |
| December 31, 2016 Filed Feb 14, 2017 22:47 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | OtherCommon Stock | 4,317.265 | $0.00 | $0.00 |
DisclosureSEC source: 0001248915-17-000050 · primary_doc.xml · nonDerivative · entry 1 BRADSHAW STEVEN G · CIK 0001248923 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 38,785.265 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: 4,317.265 shares are related to Mr. Bradshaw's BOK Thrift Plan holdings only. Mr. Bradshaw also owns 34,468 shares directly as of 12/31/2016. Read SEC document |
| November 11, 2016 Filed Nov 14, 2016 20:56 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | Exercise / conversion2013 Stock Options · Derivative | 3,384 | $0.00 Strike: $55.74 | $0.00 |
DisclosureSEC source: 0001248915-16-000246 · primary_doc.xml · derivative · entry 9 BRADSHAW STEVEN G · CIK 0001248923 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 3,384 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 11, 2016 Filed Nov 14, 2016 20:56 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | Exercise / conversion2012 Stock Options · Derivative | 1,847 | $0.00 Strike: $58.76 | $0.00 |
DisclosureSEC source: 0001248915-16-000246 · primary_doc.xml · derivative · entry 8 BRADSHAW STEVEN G · CIK 0001248923 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,847 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 11, 2016 Filed Nov 14, 2016 20:56 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | Exercise / conversion2011 Stock Options · Derivative | 2,472 | $0.00 Strike: $55.94 | $0.00 |
DisclosureSEC source: 0001248915-16-000246 · primary_doc.xml · derivative · entry 7 BRADSHAW STEVEN G · CIK 0001248923 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 2,472 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 11, 2016 Filed Nov 14, 2016 20:56 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | Exercise / conversion2009 Stock Options · Derivative | 4,283 | $0.00 Strike: $36.65 | $0.00 |
DisclosureSEC source: 0001248915-16-000246 · primary_doc.xml · derivative · entry 6 BRADSHAW STEVEN G · CIK 0001248923 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 4,283 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 11, 2016 Filed Nov 14, 2016 20:56 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | Tax withholdingCommon Stock | 9,666 | $76.95 | $743,772.60 |
DisclosureSEC source: 0001248915-16-000246 · primary_doc.xml · nonDerivative · entry 5 BRADSHAW STEVEN G · CIK 0001248923 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Indirect · Steven G. Bradshaw Revocable Trust Disclosed balance after: 85,268 Read SEC document |
| November 11, 2016 Filed Nov 14, 2016 20:56 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | Exercise / conversionCommon Stock | 3,384 | $55.74 | $188,624.16 |
DisclosureSEC source: 0001248915-16-000246 · primary_doc.xml · nonDerivative · entry 4 BRADSHAW STEVEN G · CIK 0001248923 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Indirect · Steven G. Bradshaw Revocable Trust Disclosed balance after: 94,934 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 |
| November 11, 2016 Filed Nov 14, 2016 20:56 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | Exercise / conversionCommon Stock | 1,847 | $58.76 | $108,529.72 |
DisclosureSEC source: 0001248915-16-000246 · primary_doc.xml · nonDerivative · entry 3 BRADSHAW STEVEN G · CIK 0001248923 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Indirect · Steven G. Bradshaw Revocable Trust Disclosed balance after: 91,550 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 |
| November 11, 2016 Filed Nov 14, 2016 20:56 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | Exercise / conversionCommon Stock | 2,472 | $55.94 | $138,283.68 |
DisclosureSEC source: 0001248915-16-000246 · primary_doc.xml · nonDerivative · entry 2 BRADSHAW STEVEN G · CIK 0001248923 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Indirect · Steven G. Bradshaw Revocable Trust Disclosed balance after: 89,703 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 |
| November 11, 2016 Filed Nov 14, 2016 20:56 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | Exercise / conversionCommon Stock | 4,283 | $36.65 | $156,971.95 |
DisclosureSEC source: 0001248915-16-000246 · primary_doc.xml · nonDerivative · entry 1 BRADSHAW STEVEN G · CIK 0001248923 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Indirect · Steven G. Bradshaw Revocable Trust Disclosed balance after: 87,231 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.