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 November 05, 2018 · Filed November 07, 2018
Section 16 reporting ended · disclosed 2018-11-07. 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 |
|---|---|---|---|---|---|---|
| August 13, 2018 Filed Aug 14, 2018 19:03 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | SaleCommon Stock | 500 | $98.81 | $49,402.50 |
DisclosureSEC source: 0001248915-18-000122 · primary_doc.xml · nonDerivative · entry 2 Grossi Stephen D. · CIK 0001602202 · EVP, Chief HR Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,691 Read SEC document |
| August 13, 2018 Filed Aug 14, 2018 19:03 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | SaleCommon Stock | 850 | $98.71 | $83,905.37 |
DisclosureSEC source: 0001248915-18-000122 · primary_doc.xml · nonDerivative · entry 1 Grossi Stephen D. · CIK 0001602202 · EVP, Chief HR Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,191 Read SEC document |
| April 01, 2018 Filed Apr 4, 2018 01:37 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | Tax withholdingCommon Stock | 1,629 | $96.94 | $157,915.26 |
DisclosureSEC source: 0001248915-18-000075 · primary_doc.xml · nonDerivative · entry 2 Grossi Stephen D. · CIK 0001602202 · EVP, Chief HR Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,041 Read SEC document |
| April 01, 2018 Filed Apr 4, 2018 01:37 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | Exercise / conversionCommon Stock | 3,267 | $0.00 | $0.00 |
DisclosureSEC source: 0001248915-18-000075 · primary_doc.xml · nonDerivative · entry 1 Grossi Stephen D. · CIK 0001602202 · EVP, Chief HR Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,670 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 7, 2018 00:38 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | Tax withholdingCommon Stock | 2,081 | $96.36 | $200,519.54 |
DisclosureSEC source: 0001248915-18-000060 · primary_doc.xml · nonDerivative · entry 2 Grossi Stephen D. · CIK 0001602202 · EVP, Chief HR Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,403 Read SEC document |
| March 02, 2018 Filed Mar 7, 2018 00:38 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | Exercise / conversionCommon Stock | 4,017 | $0.00 | $0.00 |
DisclosureSEC source: 0001248915-18-000060 · primary_doc.xml · nonDerivative · entry 1 Grossi Stephen D. · CIK 0001602202 · EVP, Chief HR Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,484 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 12, 2018 Filed Jan 17, 2018 00:37 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | GrantCommon Stock | 3,859 | $0.00 | $0.00 |
DisclosureSEC source: 0001248915-18-000032 · primary_doc.xml · nonDerivative · entry 1 Grossi Stephen D. · CIK 0001602202 · EVP, Chief HR Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,467 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 23:31 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | Tax withholdingCommon Stock | 1,002 | $93.62 | $93,807.24 |
DisclosureSEC source: 0001248915-18-000004 · primary_doc.xml · nonDerivative · entry 2 Grossi Stephen D. · CIK 0001602202 · EVP, Chief HR Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,608 Read SEC document |
| January 09, 2018 Filed Jan 11, 2018 23:31 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | Exercise / conversionCommon Stock | 2,009 | $0.00 | $0.00 |
DisclosureSEC source: 0001248915-18-000004 · primary_doc.xml · nonDerivative · entry 1 Grossi Stephen D. · CIK 0001602202 · EVP, Chief HR Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,610 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 |
| August 10, 2017 Filed Aug 11, 2017 19:42 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | SaleCommon Stock | 550 | $81.62 | $44,888.25 |
DisclosureSEC source: 0001248915-17-000110 · primary_doc.xml · nonDerivative · entry 1 Grossi Stephen D. · CIK 0001602202 · EVP, Chief HR Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,601 Read SEC document |
| March 28, 2017 Filed Mar 29, 2017 22:30 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | SaleCommon Stock | 1,158 | $76.65 | $88,760.70 |
DisclosureSEC source: 0001248915-17-000067 · primary_doc.xml · nonDerivative · entry 1 Grossi Stephen D. · CIK 0001602202 · EVP, Chief HR Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,151 Read SEC document |
| February 28, 2017 Filed Mar 1, 2017 20:50 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | Disposition to issuerCommon Stock | 3,469 | $0.00 | $0.00 |
DisclosureSEC source: 0001248915-17-000059 · primary_doc.xml · nonDerivative · entry 1 Grossi Stephen D. · CIK 0001602202 · EVP, Chief HR Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,309 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 2014. Read SEC document |
| January 13, 2017 Filed Jan 17, 2017 22:21 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | GrantCommon Stock | 4,338 | $0.00 | $0.00 |
DisclosureSEC source: 0001248915-17-000018 · primary_doc.xml · nonDerivative · entry 2 Grossi Stephen D. · CIK 0001602202 · EVP, Chief HR Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,778 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 13, 2017 Filed Jan 17, 2017 22:21 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | Tax withholdingCommon Stock | 544 | $83.50 | $45,424.00 |
DisclosureSEC source: 0001248915-17-000018 · primary_doc.xml · nonDerivative · entry 1 Grossi Stephen D. · CIK 0001602202 · EVP, Chief HR Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,440 Read SEC document |
| January 10, 2017 Filed Jan 12, 2017 22:45 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | Tax withholdingCommon Stock | 560 | $83.24 | $46,614.40 |
DisclosureSEC source: 0001248915-17-000006 · primary_doc.xml · nonDerivative · entry 1 Grossi Stephen D. · CIK 0001602202 · EVP, Chief HR Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,984 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.