Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| BOK FINANCIAL CORPBOKF · Entity 3635 | Director | August 11, 2026 | August 12, 2026 |
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.
BOK FINANCIAL CORP
Report date August 11, 2026 · Filed August 12, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 31,710 |
Reported balance
After 2026-08-11 transaction · row 1
1 source rowRow 1 · 2026-08-11 · Sale · Disposed 1,250 · Balance 31,710 |
| Common StockSEC Table I · non-derivative | IndirectBangert Family Investments, LLLP | 10,436 |
Reported balance
Holding disclosure · report date 2026-08-11 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 10,436 |
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
COBIZ FINANCIAL INC
Report date October 01, 2018 · Filed October 03, 2018
Section 16 reporting ended · disclosed 2018-10-03. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2018-10-01 transaction · row 1
1 source rowRow 1 · 2018-10-01 · Disposition to issuer · Disposed 1,012,355 · Balance 0 F1: Shares disposed of pursuant to the Agreement and Plan of Merger, dated as of June 17, 2018 (the "Merger Agreement"), by and among CoBiz Financial Inc. ("Issuer"), and BOK Financial Corporation ("BOKF Parent"), and BOKF Merger Corporation Number Sixteen ("Merger Sub"), a wholly owned subsidiary of BOKF Parent, on October 1, 2018, Issuer was merged with and into Merger Sub, with Merger Sub continuing as the surviving corporation (the "Merger"). At the time of the merger, each share of Issuer common stock was converted into the right to receive merger consideration consisting of (i) 0.17 shares of BOKF Parent common stock and (ii) $5.70 cash ("Merger Consideration"). Disposed shares includes unvested restricted stock previously granted under an Equity Incentive Compensation Plan of the Issuer which became fully vested at the time of the merger and eligible to receive Merger Consideration. |
| Common StockSEC Table I · non-derivative | Indirectby Corporation | 0 |
Reported balance
After 2018-10-01 transaction · row 2
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 2 · 2018-10-01 · Disposition to issuer · Disposed 135,000 · Balance 0 F2: Shares disposed of pursuant to the Merger on October 1, 2018. |
| Common StockSEC Table I · non-derivative | Indirectby Partnership | 0 |
Reported balance
After 2018-10-01 transaction · row 3
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 3 · 2018-10-01 · Disposition to issuer · Disposed 241,571 · Balance 0 F2: Shares disposed of pursuant to the Merger on October 1, 2018. |
| Common StockSEC Table I · non-derivative | Indirectby Son | 0 |
Reported balance
After 2018-10-01 transaction · row 4
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 4 · 2018-10-01 · Disposition to issuer · Disposed 10,000 · Balance 0 F2: Shares disposed of pursuant to the Merger on October 1, 2018. |
| Common StockSEC Table I · non-derivative | Indirectby Spouse | 0 |
Reported balance
After 2018-10-01 transaction · row 5
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 5 · 2018-10-01 · Disposition to issuer · Disposed 68,966 · Balance 0 F2: Shares disposed of pursuant to the Merger on October 1, 2018. |
Filing footnotes · ownership attribution and instrument terms
F1: Shares disposed of pursuant to the Agreement and Plan of Merger, dated as of June 17, 2018 (the "Merger Agreement"), by and among CoBiz Financial Inc. ("Issuer"), and BOK Financial Corporation ("BOKF Parent"), and BOKF Merger Corporation Number Sixteen ("Merger Sub"), a wholly owned subsidiary of BOKF Parent, on October 1, 2018, Issuer was merged with and into Merger Sub, with Merger Sub continuing as the surviving corporation (the "Merger"). At the time of the merger, each share of Issuer common stock was converted into the right to receive merger consideration consisting of (i) 0.17 shares of BOKF Parent common stock and (ii) $5.70 cash ("Merger Consideration"). Disposed shares includes unvested restricted stock previously granted under an Equity Incentive Compensation Plan of the Issuer which became fully vested at the time of the merger and eligible to receive Merger Consideration.
F2: Shares disposed of pursuant to the Merger on October 1, 2018.
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 |
|---|---|---|---|---|---|---|
| November 06, 2017 Filed Nov 7, 2017 19:49 UTC | COBIZ FINANCIAL INC COBZ · Entity 163228 | SaleCommon Stock | 2,883 | $20.45 | $58,957.35 |
DisclosureSEC source: 0001028734-17-000148 · edgardoc.xml · nonDerivative · entry 1 BANGERT STEVEN · CIK 0001185611 · Director · Chairman/CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,008,359 Read SEC document |
| October 25, 2017 Filed Oct 27, 2017 19:46 UTC | COBIZ FINANCIAL INC COBZ · Entity 163228 | SaleCommon Stock | 5,000 | $20.80 | $104,000.00 |
DisclosureSEC source: 0001028734-17-000141 · edgardoc.xml · nonDerivative · entry 1 BANGERT STEVEN · CIK 0001185611 · Director · Chairman/CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,011,242 Read SEC document |
| August 08, 2017 Filed Aug 10, 2017 17:36 UTC | COBIZ FINANCIAL INC COBZ · Entity 163228 | SaleCommon Stock | 8,000 | $17.62 | $140,960.00 |
DisclosureSEC source: 0001028734-17-000131 · edgardoc.xml · nonDerivative · entry 1 BANGERT STEVEN · CIK 0001185611 · Director · Chairman/CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,016,242 F1 · price: Average sales price with a range of $17.53 to $17.65. Read SEC document |
| June 02, 2017 Filed Jun 6, 2017 19:06 UTC | COBIZ FINANCIAL INC COBZ · Entity 163228 | SaleCommon Stock | 10,000 | $16.41 | $164,100.00 |
DisclosureSEC source: 0001028734-17-000088 · edgardoc.xml · nonDerivative · entry 1 BANGERT STEVEN · CIK 0001185611 · Director · Chairman/CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,024,242 F1 · price: Average sales price with a range of $16.37 to $16.45. Read SEC document |
| April 03, 2017 Filed May 5, 2017 18:30 UTC | COBIZ FINANCIAL INC COBZ · Entity 163228 | GiftCommon Stock | 10,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001028734-17-000072 · edgardoc.xml · nonDerivative · entry 2 BANGERT STEVEN · CIK 0001185611 · Director · Chairman/CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,034,242 F1 · price: Gift of stock to adult child. Read SEC document |
| April 03, 2017 Filed May 5, 2017 18:30 UTC | COBIZ FINANCIAL INC COBZ · Entity 163228 | GiftCommon Stock | 10,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001028734-17-000072 · edgardoc.xml · nonDerivative · entry 1 BANGERT STEVEN · CIK 0001185611 · Director · Chairman/CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,044,242 F1 · price: Gift of stock to adult child. Read SEC document |
| March 14, 2017 Filed Mar 14, 2017 17:33 UTC | COBIZ FINANCIAL INC COBZ · Entity 163228 | SaleCommon Stock | 7,500 | $17.00 | $127,500.00 |
DisclosureSEC source: 0001028734-17-000047 · edgardoc.xml · nonDerivative · entry 1 BANGERT STEVEN · CIK 0001185611 · Director · Chairman/CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,146,928 Read SEC document |
| March 07, 2017 Filed Mar 9, 2017 18:55 UTC | COBIZ FINANCIAL INC COBZ · Entity 163228 | Disposition to issuerCommon Stock | 2,155 | $16.99 | $36,613.45 |
DisclosureSEC source: 0001028734-17-000033 · edgardoc.xml · nonDerivative · entry 4 BANGERT STEVEN · CIK 0001185611 · Director · Chairman/CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,154,428 F2 · price: Disposition made pursuant to a net settlement whereby shares of stock were tendered to satisfy tax withholding obligations arising in conjunction with the vesting of previously issued restricted stock awards. Read SEC document |
| March 07, 2017 Filed Mar 9, 2017 18:55 UTC | COBIZ FINANCIAL INC COBZ · Entity 163228 | Disposition to issuerCommon Stock | 2,767 | $16.99 | $47,011.33 |
DisclosureSEC source: 0001028734-17-000033 · edgardoc.xml · nonDerivative · entry 3 BANGERT STEVEN · CIK 0001185611 · Director · Chairman/CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,156,583 F2 · price: Disposition made pursuant to a net settlement whereby shares of stock were tendered to satisfy tax withholding obligations arising in conjunction with the vesting of previously issued restricted stock awards. Read SEC document |
| March 07, 2017 Filed Mar 9, 2017 18:55 UTC | COBIZ FINANCIAL INC COBZ · Entity 163228 | Disposition to issuerCommon Stock | 3,601 | $16.99 | $61,180.99 |
DisclosureSEC source: 0001028734-17-000033 · edgardoc.xml · nonDerivative · entry 2 BANGERT STEVEN · CIK 0001185611 · Director · Chairman/CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,159,350 F2 · price: Disposition made pursuant to a net settlement whereby shares of stock were tendered to satisfy tax withholding obligations arising in conjunction with the vesting of previously issued restricted stock awards. Read SEC document |
| March 07, 2017 Filed Mar 9, 2017 18:55 UTC | COBIZ FINANCIAL INC COBZ · Entity 163228 | GrantCommon Stock | 20,369 | $0.00 | $0.00 |
DisclosureSEC source: 0001028734-17-000033 · edgardoc.xml · nonDerivative · entry 1 BANGERT STEVEN · CIK 0001185611 · Director · Chairman/CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,162,951 F1 · kind: Restricted stock award, vesting ratably over three years. Read SEC document |
| December 31, 2016 Filed Feb 14, 2017 18:17 UTC | COBIZ FINANCIAL INC COBZ · Entity 163228 | OtherCommon Stock | 91 | $12.07 | $1,098.37 |
DisclosureSEC source: 0001028734-17-000011 · edgardoc.xml · nonDerivative · entry 1 BANGERT STEVEN · CIK 0001185611 · Director · Chairman/CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,142,582 F1 · price: Average price of shares acquired by dividend reinvestment in a 401K plan at prices with a range of $10.81 to $15.50. Read SEC document |
| November 28, 2016 Filed Nov 28, 2016 18:26 UTC | COBIZ FINANCIAL INC COBZ · Entity 163228 | SaleCommon Stock | 3,776 | $15.27 | $57,659.52 |
DisclosureSEC source: 0001028734-16-000313 · edgardoc.xml · nonDerivative · entry 1 BANGERT STEVEN · CIK 0001185611 · Director · Chairman/CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,142,491 F1 · price: Average sales price with a range of $15.27 to $15.29. Read SEC document |
| October 26, 2016 Filed Nov 1, 2016 11:32 UTC | COBIZ FINANCIAL INC COBZ · Entity 163228 | SaleCommon Stock | 1,467 | $13.26 | $19,452.42 |
DisclosureSEC source: 0001028734-16-000301 · edgardoc.xml · nonDerivative · entry 1 BANGERT STEVEN · CIK 0001185611 · Director · Chairman/CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,146,267 F1 · price: Shares sold at average price of $13.258. 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.