Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| BOK FINANCIAL CORPBOKF · Entity 3635 | EVP, Regional Banking | February 17, 2026 | February 20, 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 February 17, 2026 · Filed February 20, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 10,138.349 |
Ending reported balance
After 2026-02-18 transaction · row 3
3 source rows · reconciled sequenceRow 1 · 2026-02-17 · Grant · Acquired 4,054 · Balance 10,131.349 F1: 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. Row 2 · 2026-02-18 · Exercise / conversion · Acquired 213 · Balance 10,344.349 F2: 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. Row 3 · 2026-02-18 · Tax withholding · Disposed 206 · Balance 10,138.349 |
Filing footnotes · ownership attribution and instrument terms
F1: 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.
F2: 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.
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 18, 2026 Filed Feb 20, 2026 00:35 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | Tax withholdingCommon Stock | 206 | $133.56 | $27,513.36 |
DisclosureSEC source: 0002062144-26-000002 · primary_doc.xml · nonDerivative · entry 3 Stratton David D · CIK 0002062144 · EVP, Regional Banking 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,138.349 Read SEC document |
| February 18, 2026 Filed Feb 20, 2026 00:35 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | Exercise / conversionCommon Stock | 213 | $0.00 | $0.00 |
DisclosureSEC source: 0002062144-26-000002 · primary_doc.xml · nonDerivative · entry 2 Stratton David D · CIK 0002062144 · EVP, Regional Banking 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,344.349 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 00:35 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | GrantCommon Stock | 4,054 | $0.00 | $0.00 |
DisclosureSEC source: 0002062144-26-000002 · primary_doc.xml · nonDerivative · entry 1 Stratton David D · CIK 0002062144 · EVP, Regional Banking 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,131.349 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 19:27 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | Tax withholdingCommon Stock | 436 | $122.64 | $53,471.04 |
DisclosureSEC source: 0002062144-26-000001 · primary_doc.xml · nonDerivative · entry 1 Stratton David D · CIK 0002062144 · EVP - Regional Banking 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,077.349 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.