Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| BOK FINANCIAL CORPBOKF · Entity 3635 | EVP, Chief Credit Officer | February 20, 2024 | February 22, 2024 |
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 20, 2024 · Filed February 22, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 16,715.865 |
Ending reported balance
After 2024-02-21 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2024-02-20 · Grant · Acquired 4,209 · Balance 17,127.865 F1: 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. Row 2 · 2024-02-21 · Disposition to issuer · Disposed 412 · Balance 16,715.865 F2: 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. |
| Common StockSEC Table I · non-derivative | Indirectby 401(k) Plan | 1,473.1539 |
Reported balance
Holding disclosure · report date 2024-02-20 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 1,473.1539 F3: Includes 13.6002 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: 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.
F2: 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.
F3: Includes 13.6002 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 21, 2024 Filed Feb 22, 2024 20:41 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | Disposition to issuerCommon Stock | 412 | $0.00 | $0.00 |
DisclosureSEC source: 0001965021-24-000033 · primary_doc.xml · nonDerivative · entry 2 Dietz James A · CIK 0001900867 · EVP, Chief Credit Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 16,715.865 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 20:41 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | GrantCommon Stock | 4,209 | $0.00 | $0.00 |
DisclosureSEC source: 0001965021-24-000033 · primary_doc.xml · nonDerivative · entry 1 Dietz James A · CIK 0001900867 · EVP, Chief Credit Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 17,127.865 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 22:48 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | Tax withholdingCommon Stock | 426 | $85.16 | $36,278.16 |
DisclosureSEC source: 0001965021-24-000001 · primary_doc.xml · nonDerivative · entry 1 Dietz James A · CIK 0001900867 · EVP, Chief Credit Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,918.865 F1 · balance_after: Includes 126.481 shares of BOKF common stock acquired under a BOKF dividend reinvestment plan since the date of the reporting person's last ownership report. Read SEC document |
| March 01, 2023 Filed Mar 2, 2023 22:14 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | GrantCommon Stock | 3,077 | $0.00 | $0.00 |
DisclosureSEC source: 0001248915-23-000042 · primary_doc.xml · nonDerivative · entry 2 Dietz James A · CIK 0001900867 · EVP, Chief Credit Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,218.384 F3 · 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 22:14 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | Exercise / conversionCommon Stock | 322 | $0.00 | $0.00 |
DisclosureSEC source: 0001248915-23-000042 · primary_doc.xml · nonDerivative · entry 1 Dietz James A · CIK 0001900867 · EVP, Chief Credit Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,141.384 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 forfeiture of unvested restricted stock based upon performance goals established pursuant to the BOKF Executive Incentive Plan for restricted stock awards made in 2020. F2 · balance_after: Includes 56.744 shares of BOKF common stock not previously reported that were acquired through a BOK Financial Corporation dividend reinvestment plan in which Mr. Dietz is a participant. Read SEC document |
| January 10, 2023 Filed Jan 12, 2023 21:24 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | Tax withholdingCommon Stock | 332 | $102.79 | $34,126.28 |
DisclosureSEC source: 0001248915-23-000003 · primary_doc.xml · nonDerivative · entry 1 Dietz James A · CIK 0001900867 · EVP, Chief Credit Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,406.64 Read SEC document |
| November 25, 2022 Filed Nov 29, 2022 21:47 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | OtherCommon Stock | 27.186 | $0.00 | $0.00 |
DisclosureSEC source: 0001248915-22-000157 · primary_doc.xml · nonDerivative · entry 1 Dietz James A · CIK 0001900867 · EVP, Chief Credit Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,738.64 F1 · kind: These shares were acquired through a BOK Financial Corporation dividend reinvestment plan in which Mr. Dietz is a participant. Read SEC document |
| August 25, 2022 Filed Aug 29, 2022 18:40 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | OtherCommon Stock | 30.245 | $0.00 | $0.00 |
DisclosureSEC source: 0001248915-22-000125 · primary_doc.xml · nonDerivative · entry 1 Dietz James A · CIK 0001900867 · EVP, Chief Credit Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,711.454 F1 · kind: These shares were acquired through a BOK Financial Corporation dividend reinvestment plan in which Mr. Dietz is a participant. Read SEC document |
| May 25, 2022 Filed May 26, 2022 22:03 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | OtherCommon Stock | 33 | $83.64 | $2,760.09 |
DisclosureSEC source: 0001248915-22-000101 · primary_doc.xml · nonDerivative · entry 1 Dietz James A · CIK 0001900867 · EVP, Chief Credit Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,681.209 F1 · kind: These shares were acquired through a BOK Financial Corporation dividend reinvestment plan in which Mr. Dietz is a participant. Read SEC document |
| February 23, 2022 Filed Feb 25, 2022 00:37 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | Tax withholdingCommon Stock | 125 | $100.25 | $12,531.25 |
DisclosureSEC source: 0001248915-22-000062 · primary_doc.xml · nonDerivative · entry 3 Dietz James A · CIK 0001900867 · EVP, Chief Credit Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,648.209 Read SEC document |
| February 23, 2022 Filed Feb 25, 2022 00:37 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | Exercise / conversionCommon Stock | 120 | $0.00 | $0.00 |
DisclosureSEC source: 0001248915-22-000062 · primary_doc.xml · nonDerivative · entry 2 Dietz James A · CIK 0001900867 · EVP, Chief Credit Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,773.209 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 2019. Read SEC document |
| February 22, 2022 Filed Feb 25, 2022 00:37 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | GrantCommon Stock | 2,067 | $0.00 | $0.00 |
DisclosureSEC source: 0001248915-22-000062 · primary_doc.xml · nonDerivative · entry 1 Dietz James A · CIK 0001900867 · EVP, Chief Credit Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,653.209 F1 · shares: Represents restricted stock which vests on January 14, 2025. 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 11, 2022 Filed Jan 13, 2022 22:20 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | Tax withholdingCommon Stock | 336 | $112.15 | $37,682.40 |
DisclosureSEC source: 0001248915-22-000021 · primary_doc.xml · nonDerivative · entry 1 Dietz James A · CIK 0001900867 · EVP, Chief Credit Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,586.209 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.