Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| BOK FINANCIAL CORPBOKF · Entity 3635 | EVP, Wealth Management | July 29, 2026 | July 29, 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 July 29, 2026 · Filed July 29, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | IndirectScott Grauer Revocable Trust | 24,554 |
Reported balance
After 2026-07-29 transaction · row 1
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 1 · 2026-07-29 · Gift · Disposed 150 · Balance 24,554 |
| Common StockSEC Table I · non-derivative | Direct | 43,524 |
Reported balance
Holding disclosure · report date 2026-07-29 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 43,524 |
| Common StockSEC Table I · non-derivative | Indirectby 401(k) Plan | 12,575.588 |
Reported balance
Holding disclosure · report date 2026-07-29 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 12,575.588 F1: Includes 150.6592 shares of BOKF common stock acquired under the BOKF 401(k) plan since the date of the reporting person's last ownership report. |
Filing footnotes · ownership attribution and instrument terms
F1: Includes 150.6592 shares of BOKF common stock acquired under the BOKF 401(k) plan since the date of the reporting person's last ownership report.
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 26, 2019 Filed Feb 12, 2021 20:31 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | Disposition to issuerCommon Stock | 5,805 | $0.00 | $0.00 |
DisclosureSEC source: 0001248915-21-000039 · primary_doc.xml · nonDerivative · entry 1 Grauer Scott · CIK 0001326598 · EVP - Wealth Management 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 40,586 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 2016. Read SEC document |
| January 14, 2019 Filed Jan 15, 2019 22:27 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | Tax withholdingCommon Stock | 1,237 | $77.66 | $96,065.42 |
DisclosureSEC source: 0001248915-19-000025 · primary_doc.xml · nonDerivative · entry 1 Grauer Scott · CIK 0001326598 · EVP - Wealth Management 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,952 Read SEC document |
| December 31, 2018 Filed Feb 14, 2019 21:20 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | OtherCommon Stock | 9,182.4396 | $0.00 | $0.00 |
DisclosureSEC source: 0001248915-19-000046 · primary_doc.xml · nonDerivative · entry 1 Grauer Scott · CIK 0001326598 · EVP - Wealth Management 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 43,371.4396 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: 9,182.4396 shares are related to Mr. Grauer's BOK Thrift Plan holdings only. Mr. Grauer also owns 34,189 shares directly as of 12/31/2018. Read SEC document |
| December 06, 2018 Filed Dec 7, 2018 22:20 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | GiftCommon Stock | 50 | $80.08 | $4,004.00 |
DisclosureSEC source: 0001248915-18-000149 · primary_doc.xml · nonDerivative · entry 1 Grauer Scott · CIK 0001326598 · EVP - Wealth Management 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 34,189 Read SEC document |
| May 25, 2018 Filed May 29, 2018 23:03 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | GiftCommon Stock | 200 | $102.40 | $20,480.00 |
DisclosureSEC source: 0001248915-18-000100 · primary_doc.xml · nonDerivative · entry 1 Grauer Scott · CIK 0001326598 · EVP - Wealth Management 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 34,239 Read SEC document |
| April 01, 2018 Filed Apr 4, 2018 01:33 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | Tax withholdingCommon Stock | 2,007 | $96.94 | $194,558.58 |
DisclosureSEC source: 0001248915-18-000074 · primary_doc.xml · nonDerivative · entry 2 Grauer Scott · CIK 0001326598 · EVP - Wealth Management 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 34,439 Read SEC document |
| April 01, 2018 Filed Apr 4, 2018 01:33 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | Exercise / conversionCommon Stock | 4,084 | $0.00 | $0.00 |
DisclosureSEC source: 0001248915-18-000074 · primary_doc.xml · nonDerivative · entry 1 Grauer Scott · CIK 0001326598 · EVP - Wealth Management 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 36,446 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 00:33 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | Tax withholdingCommon Stock | 2,532 | $96.36 | $243,976.68 |
DisclosureSEC source: 0001248915-18-000059 · primary_doc.xml · nonDerivative · entry 2 Grauer Scott · CIK 0001326598 · EVP - Wealth Management 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,362 Read SEC document |
| March 02, 2018 Filed Mar 7, 2018 00:33 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | Exercise / conversionCommon Stock | 4,959 | $0.00 | $0.00 |
DisclosureSEC source: 0001248915-18-000059 · primary_doc.xml · nonDerivative · entry 1 Grauer Scott · CIK 0001326598 · EVP - Wealth Management 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 34,894 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 00:23 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | GrantCommon Stock | 5,798 | $0.00 | $0.00 |
DisclosureSEC source: 0001248915-18-000031 · primary_doc.xml · nonDerivative · entry 1 Grauer Scott · CIK 0001326598 · EVP - Wealth Management 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,935 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 23:24 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | Tax withholdingCommon Stock | 1,219 | $93.62 | $114,122.78 |
DisclosureSEC source: 0001248915-18-000003 · primary_doc.xml · nonDerivative · entry 2 Grauer Scott · CIK 0001326598 · EVP - Wealth Management 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,137 Read SEC document |
| January 09, 2018 Filed Jan 11, 2018 23:24 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | Exercise / conversionCommon Stock | 2,480 | $0.00 | $0.00 |
DisclosureSEC source: 0001248915-18-000003 · primary_doc.xml · nonDerivative · entry 1 Grauer Scott · CIK 0001326598 · EVP - Wealth Management 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,356 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 16:33 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | OtherCommon Stock | 8,807.7384 | $0.00 | $0.00 |
DisclosureSEC source: 0001248915-18-000048 · primary_doc.xml · nonDerivative · entry 1 Grauer Scott · CIK 0001326598 · EVP - Wealth Management 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,683.7384 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: 8,807.7384 shares are related to Mr. Grauer's BOK Thrift Plan holdings only. Mr. Grauer also owns 22,876 shares directly as of 12/31/2017. Read SEC document |
| December 22, 2017 Filed Dec 27, 2017 17:36 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | GiftCommon Stock | 200 | $92.91 | $18,582.00 |
DisclosureSEC source: 0001248915-17-000135 · primary_doc.xml · nonDerivative · entry 1 Grauer Scott · CIK 0001326598 · EVP - Wealth Management 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,876 Read SEC document |
| December 14, 2017 Filed Dec 18, 2017 19:54 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | Tax withholdingCommon Stock | 859 | $88.64 | $76,141.76 |
DisclosureSEC source: 0001248915-17-000133 · primary_doc.xml · nonDerivative · entry 1 Grauer Scott · CIK 0001326598 · EVP - Wealth Management 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,076 Read SEC document |
| June 26, 2017 Filed Jun 27, 2017 23:29 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | SaleCommon Stock | 1,750 | $80.96 | $141,673.88 |
DisclosureSEC source: 0001248915-17-000090 · primary_doc.xml · nonDerivative · entry 1 Grauer Scott · CIK 0001326598 · EVP - Wealth Management 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,935 Read SEC document |
| April 28, 2017 Filed Apr 28, 2017 20:38 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | SaleCommon Stock | 865 | $85.57 | $74,016.32 |
DisclosureSEC source: 0001248915-17-000085 · primary_doc.xml · nonDerivative · entry 1 Grauer Scott · CIK 0001326598 · EVP - Wealth Management 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,685 Read SEC document |
| February 28, 2017 Filed Mar 1, 2017 20:37 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | Disposition to issuerCommon Stock | 4,199 | $0.00 | $0.00 |
DisclosureSEC source: 0001248915-17-000058 · primary_doc.xml · nonDerivative · entry 1 Grauer Scott · CIK 0001326598 · EVP - Wealth Management 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,550 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 22:02 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | GrantCommon Stock | 6,456 | $0.00 | $0.00 |
DisclosureSEC source: 0001248915-17-000017 · primary_doc.xml · nonDerivative · entry 2 Grauer Scott · CIK 0001326598 · EVP - Wealth Management 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,749 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 22:02 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | Tax withholdingCommon Stock | 685 | $83.50 | $57,197.50 |
DisclosureSEC source: 0001248915-17-000017 · primary_doc.xml · nonDerivative · entry 1 Grauer Scott · CIK 0001326598 · EVP - Wealth Management 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,293 Read SEC document |
| January 10, 2017 Filed Jan 12, 2017 22:40 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | Tax withholdingCommon Stock | 661 | $83.24 | $55,021.64 |
DisclosureSEC source: 0001248915-17-000005 · primary_doc.xml · nonDerivative · entry 1 Grauer Scott · CIK 0001326598 · EVP - Wealth Management 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,978 Read SEC document |
| December 31, 2016 Filed Feb 14, 2017 22:51 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | OtherCommon Stock | 4,331.7632 | $0.00 | $0.00 |
DisclosureSEC source: 0001248915-17-000051 · primary_doc.xml · nonDerivative · entry 1 Grauer Scott · CIK 0001326598 · EVP - Wealth Management 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,970.7632 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: 4,331.7632 shares are related to Mr. Grauer's BOK Thrift Plan holdings only. Mr. Grauer also owns 25,639 shares directly as of 12/31/2016. Read SEC document |
| November 29, 2016 Filed Dec 2, 2016 00:55 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | GiftCommon Stock | 150 | $79.02 | $11,853.00 |
DisclosureSEC source: 0001248915-16-000251 · primary_doc.xml · nonDerivative · entry 4 Grauer Scott · CIK 0001326598 · EVP - Wealth Management 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,639 Read SEC document |
| November 29, 2016 Filed Dec 2, 2016 00:55 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | SaleCommon Stock | 550 | $79.64 | $43,799.80 |
DisclosureSEC source: 0001248915-16-000251 · primary_doc.xml · nonDerivative · entry 3 Grauer Scott · CIK 0001326598 · EVP - Wealth Management 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,789 Read SEC document |
| November 29, 2016 Filed Dec 2, 2016 00:55 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | SaleCommon Stock | 100 | $79.59 | $7,959.00 |
DisclosureSEC source: 0001248915-16-000251 · primary_doc.xml · nonDerivative · entry 2 Grauer Scott · CIK 0001326598 · EVP - Wealth Management 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,339 Read SEC document |
| November 29, 2016 Filed Dec 2, 2016 00:55 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | SaleCommon Stock | 200 | $79.60 | $15,920.00 |
DisclosureSEC source: 0001248915-16-000251 · primary_doc.xml · nonDerivative · entry 1 Grauer Scott · CIK 0001326598 · EVP - Wealth Management 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,439 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.