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 October 12, 2022 · Filed October 12, 2022
Section 16 reporting ended · disclosed 2022-10-12. Current position is not established by this disclosure.
No balance rows disclosed in this filing.
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 23, 2022 Filed Feb 25, 2022 00:41 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | Tax withholdingCommon Stock | 841 | $100.25 | $84,310.25 |
DisclosureSEC source: 0001248915-22-000063 · primary_doc.xml · nonDerivative · entry 3 Gottron Joseph A. II · CIK 0001717060 · EVP, Chief Information Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,369 Read SEC document |
| February 23, 2022 Filed Feb 25, 2022 00:41 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | Exercise / conversionCommon Stock | 784 | $0.00 | $0.00 |
DisclosureSEC source: 0001248915-22-000063 · primary_doc.xml · nonDerivative · entry 2 Gottron Joseph A. II · CIK 0001717060 · EVP, Chief Information Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,210 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 00:41 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | GrantCommon Stock | 2,151 | $0.00 | $0.00 |
DisclosureSEC source: 0001248915-22-000063 · primary_doc.xml · nonDerivative · entry 1 Gottron Joseph A. II · CIK 0001717060 · EVP, Chief Information Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,426 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 22:24 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | Tax withholdingCommon Stock | 315 | $112.15 | $35,327.25 |
DisclosureSEC source: 0001248915-22-000022 · primary_doc.xml · nonDerivative · entry 1 Gottron Joseph A. II · CIK 0001717060 · EVP, Chief Information Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,275 Read SEC document |
| February 24, 2021 Filed Feb 25, 2021 23:02 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | Tax withholdingCommon Stock | 832 | $90.07 | $74,938.24 |
DisclosureSEC source: 0001248915-21-000050 · primary_doc.xml · nonDerivative · entry 3 Gottron Joseph A. II · CIK 0001717060 · EVP, Chief Information Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,590 Read SEC document |
| February 24, 2021 Filed Feb 25, 2021 23:02 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | Exercise / conversionCommon Stock | 990 | $0.00 | $0.00 |
DisclosureSEC source: 0001248915-21-000050 · primary_doc.xml · nonDerivative · entry 2 Gottron Joseph A. II · CIK 0001717060 · EVP, Chief Information Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,422 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 25, 2021 23:02 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | GrantCommon Stock | 3,299 | $0.00 | $0.00 |
DisclosureSEC source: 0001248915-21-000050 · primary_doc.xml · nonDerivative · entry 1 Gottron Joseph A. II · CIK 0001717060 · EVP, Chief Information Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,432 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 00:34 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | Tax withholdingCommon Stock | 267 | $77.69 | $20,743.23 |
DisclosureSEC source: 0001248915-21-000023 · primary_doc.xml · nonDerivative · entry 1 Gottron Joseph A. II · CIK 0001717060 · EVP, Chief Information Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,133 Read SEC document |
| December 31, 2020 Filed Feb 12, 2021 20:22 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | OtherCommon Stock | 1,713.5073 | $0.00 | $0.00 |
DisclosureSEC source: 0001248915-21-000038 · primary_doc.xml · nonDerivative · entry 1 Gottron Joseph A. II · CIK 0001717060 · EVP, Chief Information Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,113.5073 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: 1,713.5073 shares are related to Mr. Gottron's BOK Thrift Plan holdings only. Mr. Gottron also owns 17,400 shares directly as of 12/31/2020. Read SEC document |
| May 12, 2020 Filed May 14, 2020 15:42 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | PurchaseCommon Stock | 690 | $47.82 | $32,995.80 |
DisclosureSEC source: 0001248915-20-000082 · primary_doc.xml · nonDerivative · entry 2 Gottron Joseph A. II · CIK 0001717060 · EVP, Chief Information Officer 10b5-1 filing: Not disclosed Ownership: Indirect · by IRA Disclosed balance after: 690 Read SEC document |
| May 12, 2020 Filed May 14, 2020 15:42 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | PurchaseCommon Stock | 2,610 | $47.82 | $124,810.20 |
DisclosureSEC source: 0001248915-20-000082 · primary_doc.xml · nonDerivative · entry 1 Gottron Joseph A. II · CIK 0001717060 · EVP, Chief Information Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,400 Read SEC document |
| February 26, 2020 Filed Feb 27, 2020 22:43 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | Tax withholdingCommon Stock | 213 | $77.36 | $16,477.68 |
DisclosureSEC source: 0001248915-20-000046 · primary_doc.xml · nonDerivative · entry 3 Gottron Joseph A. II · CIK 0001717060 · EVP, Chief Information Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,790 Read SEC document |
| February 26, 2020 Filed Feb 27, 2020 22:43 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | Exercise / conversionCommon Stock | 374 | $0.00 | $0.00 |
DisclosureSEC source: 0001248915-20-000046 · primary_doc.xml · nonDerivative · entry 2 Gottron Joseph A. II · CIK 0001717060 · EVP, Chief Information Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,003 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 22:43 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | GrantCommon Stock | 2,926 | $0.00 | $0.00 |
DisclosureSEC source: 0001248915-20-000046 · primary_doc.xml · nonDerivative · entry 1 Gottron Joseph A. II · CIK 0001717060 · EVP, Chief Information Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,629 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 19:31 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | Tax withholdingCommon Stock | 390 | $86.16 | $33,602.40 |
DisclosureSEC source: 0001248915-20-000022 · primary_doc.xml · nonDerivative · entry 1 Gottron Joseph A. II · CIK 0001717060 · EVP, Chief Information Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,703 Read SEC document |
| December 31, 2019 Filed Feb 14, 2020 17:56 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | OtherCommon Stock | 1,055.6206 | $0.00 | $0.00 |
DisclosureSEC source: 0001248915-20-000035 · primary_doc.xml · nonDerivative · entry 1 Gottron Joseph A. II · CIK 0001717060 · EVP, Chief Information Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,148.6206 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: 1,055.6206 shares are related to Mr. Gottron's BOK Thrift Plan holdings only. Mr. Gottron also owns 12,093 shares directly as of 12/31/2019. Read SEC document |
| February 26, 2019 Filed Feb 28, 2019 17:47 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | GrantCommon Stock | 3,027 | $0.00 | $0.00 |
DisclosureSEC source: 0001248915-19-000057 · primary_doc.xml · nonDerivative · entry 1 Gottron Joseph A. II · CIK 0001717060 · EVP, Chief Information Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,093 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 |
| December 31, 2018 Filed Jan 2, 2019 23:22 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | PurchaseCommon Stock | 1,900 | $72.69 | $138,102.64 |
DisclosureSEC source: 0001248915-19-000002 · primary_doc.xml · nonDerivative · entry 1 Gottron Joseph A. II · CIK 0001717060 · EVP, Chief Information Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,456 Read SEC document |
| December 31, 2018 Filed Feb 14, 2019 21:13 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | OtherCommon Stock | 638.1096 | $0.00 | $0.00 |
DisclosureSEC source: 0001248915-19-000045 · primary_doc.xml · nonDerivative · entry 2 Gottron Joseph A. II · CIK 0001717060 · EVP, Chief Information Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,804.1096 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: 638.1096 shares are related to Mr. Gottron's BOK Thrift Plan holdings only. Mr. Gottron also owns 7,166 shares directly as of 12/31/2018. Read SEC document |
| October 31, 2018 Filed Oct 31, 2018 21:59 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | PurchaseCommon Stock | 400 | $86.07 | $34,428.00 |
DisclosureSEC source: 0001248915-18-000143 · primary_doc.xml · nonDerivative · entry 1 Gottron Joseph A. II · CIK 0001717060 · EVP, Chief Information Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,556 Read SEC document |
| July 31, 2018 Filed Feb 14, 2019 21:13 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | PurchaseCommon Stock | 610 | $97.50 | $59,476.28 |
DisclosureSEC source: 0001248915-19-000045 · primary_doc.xml · nonDerivative · entry 1 Gottron Joseph A. II · CIK 0001717060 · EVP, Chief Information Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,166 Read SEC document |
| June 29, 2018 Filed Jul 3, 2018 16:33 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | PurchaseCommon Stock | 2,100 | $94.63 | $198,723.00 |
DisclosureSEC source: 0001248915-18-000104 · primary_doc.xml · nonDerivative · entry 1 Gottron Joseph A. II · CIK 0001717060 · EVP, Chief Information Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,156 Read SEC document |
| January 12, 2018 Filed Jan 17, 2018 00:20 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | GrantCommon Stock | 2,559 | $0.00 | $0.00 |
DisclosureSEC source: 0001248915-18-000030 · primary_doc.xml · nonDerivative · entry 1 Gottron Joseph A. II · CIK 0001717060 · EVP, Chief Information Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,056 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 |
| December 31, 2017 Filed Feb 14, 2018 16:28 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | OtherCommon Stock | 84.2922 | $0.00 | $0.00 |
DisclosureSEC source: 0001248915-18-000047 · primary_doc.xml · nonDerivative · entry 1 Gottron Joseph A. II · CIK 0001717060 · EVP, Chief Information Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,581.2922 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: 84.2922 shares are related to Mr. Gottron's BOK Thrift Plan holdings only. Mr. Gottron also owns 1,497 shares directly as of 12/31/2017. 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.