Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| BOK FINANCIAL CORPBOKF · Entity 3635 | EVP - Texas Market Executive | May 08, 2026 | May 11, 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 May 08, 2026 · Filed May 11, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 20,361 |
Reported balance
After 2026-05-08 transaction · row 1
1 source rowRow 1 · 2026-05-08 · Sale · Disposed 1,700 · Balance 20,361 |
| Common StockSEC Table I · non-derivative | IndirectBy 401(k) Plan | 1,955.8489 |
Reported balance
Holding disclosure · report date 2026-05-08 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 1,955.8489 F1: Includes 9.8246 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 9.8246 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 |
|---|---|---|---|---|---|---|
| May 08, 2026 Filed May 11, 2026 14:33 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | SaleCommon Stock | 1,700 | $132.62 | $225,454.00 |
DisclosureSEC source: 0001434895-26-000003 · primary_doc.xml · nonDerivative · entry 1 Wade Mark B. · CIK 0001434895 · EVP - Texas Market Executive 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 20,361 Read SEC document |
| February 18, 2026 Filed Feb 20, 2026 01:02 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | GrantPhantom Stock · Derivative | 4,262.587 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001434895-26-000002 · primary_doc.xml · derivative · entry 6 Wade Mark B. · CIK 0001434895 · EVP - Texas Market Executive 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,309.7197 Underlying: Common Stock · 4,262.587 shares Expires not disclosed F4 · derivative.exercise_price: 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 · price: Prior to issuance, the reporting person elected to defer receipt of 4,395 shares of phantom stock (restricted stock units) issued on February 28, 2023; which such phantom stock vested on February 18, 2026. On vesting, 132.413 shares of the phantom stock were disposed of to pay the taxes on vesting. The remaining 4,262.587 shares of phantom stock remain held by the reporting person as a derivative security. F5 · derivative.exercise_date: The phantom stock becomes payable upon the reporting person's termination of employment with the Company. F5 · derivative.expiration_date: The phantom stock becomes payable upon the reporting person's termination of employment with the Company. Read SEC document |
| February 18, 2026 Filed Feb 20, 2026 01:02 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | Disposition to issuerCommon Stock | 4,262.587 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001434895-26-000002 · primary_doc.xml · nonDerivative · entry 4 Wade Mark B. · CIK 0001434895 · EVP - Texas Market Executive 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 22,061 F3 · price: Prior to issuance, the reporting person elected to defer receipt of 4,395 shares of phantom stock (restricted stock units) issued on February 28, 2023; which such phantom stock vested on February 18, 2026. On vesting, 132.413 shares of the phantom stock were disposed of to pay the taxes on vesting. The remaining 4,262.587 shares of phantom stock remain held by the reporting person as a derivative security. Read SEC document |
| February 18, 2026 Filed Feb 20, 2026 01:02 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | Tax withholdingCommon Stock | 132.413 | $133.56 | $17,685.08 |
DisclosureSEC source: 0001434895-26-000002 · primary_doc.xml · nonDerivative · entry 3 Wade Mark B. · CIK 0001434895 · EVP - Texas Market Executive 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 26,323.587 Read SEC document |
| February 18, 2026 Filed Feb 20, 2026 01:02 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | Exercise / conversionCommon Stock | 1,687 | $0.00 | $0.00 |
DisclosureSEC source: 0001434895-26-000002 · primary_doc.xml · nonDerivative · entry 2 Wade Mark B. · CIK 0001434895 · EVP - Texas Market Executive 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 26,456 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 2023. Read SEC document |
| February 17, 2026 Filed Feb 20, 2026 01:02 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | GrantCommon Stock | 5,113 | $0.00 | $0.00 |
DisclosureSEC source: 0001434895-26-000002 · primary_doc.xml · nonDerivative · entry 1 Wade Mark B. · CIK 0001434895 · EVP - Texas Market Executive 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 24,769 F1 · shares: Represents restricted stock which vests on January 16, 2029. 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, 2026 Filed Jan 15, 2026 23:10 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | GrantPhantom Stock · Derivative | 1,047.1327 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001434895-26-000001 · primary_doc.xml · derivative · entry 4 Wade Mark B. · CIK 0001434895 · EVP, Texas Market Executive 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,047.1327 Underlying: Common Stock · 1,047.1327 shares Expires not disclosed F3 · derivative.exercise_price: 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. F1 · price: Prior to issuance, the reporting person elected to defer receipt of 1,161 shares of phantom stock (restricted stock units) issued on February 28, 2023; which such phantom stock vested on January 13, 2026. On vesting, 113.8673 shares of the phantom stock were disposed of to pay the taxes on vesting. The remaining 1,047.1327 shares of phantom stock remain held by the reporting person as a derivative security. F4 · derivative.exercise_date: The phantom stock becomes payable upon the reporting person's termination of employment with the Company. F4 · derivative.expiration_date: The phantom stock becomes payable upon the reporting person's termination of employment with the Company. Read SEC document |
| January 13, 2026 Filed Jan 15, 2026 23:10 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | Disposition to issuerCommon Stock | 1,047.1327 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001434895-26-000001 · primary_doc.xml · nonDerivative · entry 2 Wade Mark B. · CIK 0001434895 · EVP, Texas Market Executive 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 19,656 F1 · price: Prior to issuance, the reporting person elected to defer receipt of 1,161 shares of phantom stock (restricted stock units) issued on February 28, 2023; which such phantom stock vested on January 13, 2026. On vesting, 113.8673 shares of the phantom stock were disposed of to pay the taxes on vesting. The remaining 1,047.1327 shares of phantom stock remain held by the reporting person as a derivative security. Read SEC document |
| January 13, 2026 Filed Jan 15, 2026 23:10 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | Tax withholdingCommon Stock | 113.8673 | $122.64 | $13,964.69 |
DisclosureSEC source: 0001434895-26-000001 · primary_doc.xml · nonDerivative · entry 1 Wade Mark B. · CIK 0001434895 · EVP, Texas Market Executive 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 20,703.1327 Read SEC document |
| February 19, 2025 Filed Feb 20, 2025 22:50 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | Tax withholdingCommon Stock | 82 | $110.80 | $9,085.60 |
DisclosureSEC source: 0001965021-25-000024 · primary_doc.xml · nonDerivative · entry 4 Wade Mark B. · CIK 0001434895 · EVP, Texas Market Executive 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 20,817 Read SEC document |
| February 19, 2025 Filed Feb 20, 2025 22:50 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | Disposition to issuerCommon Stock | 33 | $0.00 | $0.00 |
DisclosureSEC source: 0001965021-25-000024 · primary_doc.xml · nonDerivative · entry 3 Wade Mark B. · CIK 0001434895 · EVP, Texas Market Executive 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 20,899 F3 · shares: Represents downward restricted stock adjustments based upon attainment of performance goals established pursuant to the BOKF Executive Incentive Plan for restricted stock awards made in 2022. Read SEC document |
| February 18, 2025 Filed Feb 20, 2025 22:50 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | GrantCommon Stock | 35 | $0.00 | $0.00 |
DisclosureSEC source: 0001965021-25-000024 · primary_doc.xml · nonDerivative · entry 2 Wade Mark B. · CIK 0001434895 · EVP, Texas Market Executive 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 20,932 F2 · shares: Represents a one-time restricted stock award which vests on February 19, 2025. Read SEC document |
| February 18, 2025 Filed Feb 20, 2025 22:50 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | GrantCommon Stock | 5,354 | $0.00 | $0.00 |
DisclosureSEC source: 0001965021-25-000024 · primary_doc.xml · nonDerivative · entry 1 Wade Mark B. · CIK 0001434895 · EVP, Texas Market Executive 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 20,897 F1 · shares: Represents restricted stock which vests on January 17, 2028. 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 14, 2025 Filed Jan 16, 2025 22:17 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | Tax withholdingCommon Stock | 287 | $109.44 | $31,409.28 |
DisclosureSEC source: 0001965021-25-000008 · primary_doc.xml · nonDerivative · entry 1 Wade Mark B. · CIK 0001434895 · EVP, Texas Market Executive 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,543 Read SEC document |
| February 21, 2024 Filed Feb 22, 2024 21:39 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | Disposition to issuerCommon Stock | 494 | $0.00 | $0.00 |
DisclosureSEC source: 0001965021-24-000043 · primary_doc.xml · nonDerivative · entry 2 Wade Mark B. · CIK 0001434895 · EVP, Texas Market Executive 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,830 F2 · 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 2021. Read SEC document |
| February 20, 2024 Filed Feb 22, 2024 21:39 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | GrantCommon Stock | 6,113 | $0.00 | $0.00 |
DisclosureSEC source: 0001965021-24-000043 · primary_doc.xml · nonDerivative · entry 1 Wade Mark B. · CIK 0001434895 · EVP, Texas Market Executive 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 16,324 F1 · shares: Represents restricted stock which vests on January 12, 2027. 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 the BOKF Executive Incentive Plan are not met. Read SEC document |
| January 08, 2024 Filed Jan 10, 2024 23:39 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | Tax withholdingCommon Stock | 440 | $85.16 | $37,470.40 |
DisclosureSEC source: 0001965021-24-000011 · primary_doc.xml · nonDerivative · entry 1 Wade Mark B. · CIK 0001434895 · EVP, Texas Market Executive 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,211 Read SEC document |
| March 01, 2023 Filed Mar 2, 2023 22:52 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | GrantCommon Stock | 3,869 | $0.00 | $0.00 |
DisclosureSEC source: 0001248915-23-000048 · primary_doc.xml · nonDerivative · entry 2 Wade Mark B. · CIK 0001434895 · EVP, Texas Market Executive 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,651 F2 · shares: Represents restricted stock which vests on January 13, 2026. 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 |
| February 28, 2023 Filed Mar 2, 2023 22:52 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | Disposition to issuerCommon Stock | 438 | $0.00 | $0.00 |
DisclosureSEC source: 0001248915-23-000048 · primary_doc.xml · nonDerivative · entry 1 Wade Mark B. · CIK 0001434895 · EVP, Texas Market Executive 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,782 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 2020. Read SEC document |
| January 10, 2023 Filed Jan 12, 2023 21:52 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | Tax withholdingCommon Stock | 390 | $102.79 | $40,088.10 |
DisclosureSEC source: 0001248915-23-000009 · primary_doc.xml · nonDerivative · entry 1 Wade Mark B. · CIK 0001434895 · EVP, Texas Market Executive 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,220 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.