BOK FINANCIAL CORP (BOKF)

AI-Powered SEC Filing Analysis

Insider Trading Filed: 2026-05-08

Key Insights

  • Director Steven Bangert sold 2,600 shares of BOKF on 05/07/2026 at prices around $134.78-$134.91, reducing direct holdings from approximately 34,916 to 32,816 shares, representing a routine portfolio rebalancing activity.
  • The sale includes both direct ownership (2,100 shares) and indirect ownership through Bangert Family Investments, LLLP (500 shares), indicating coordinated selling across multiple beneficial ownership structures.
  • At current sale prices (~$134.80), the total transaction value was approximately $351,000, which is modest relative to typical insider trading patterns and does not suggest significant loss of confidence in the company's prospects.
Current Report Filed: 2026-05-07

Key Insights

  • All 15 director candidates were elected with strong shareholder support, with most receiving over 90% approval votes, indicating solid confidence in the board's composition and governance.
  • Ernst & Young LLP was ratified as auditor for fiscal year 2026 with overwhelming approval (57.5M votes for vs. 477K against), reflecting continued confidence in the company's audit oversight.
  • Advisory vote on executive compensation passed comfortably with 54.9M votes in favor versus 339K opposed, suggesting shareholders are satisfied with management's compensation structure.
  • The meeting proceeded without material controversy, with broker non-votes and abstentions representing a small portion of outstanding shares, demonstrating stable shareholder engagement.
Quarterly Report Filed: 2026-05-06

Key Insights

  • The filing is dated 2026-05-06 for Q1 2026 (ending 2026-03-31), indicating BOK Financial is reporting first quarter results with comprehensive segment data across brokerage, transaction card, fiduciary, deposit, and mortgage banking operations.
  • The XBRL structure shows detailed financial metrics tracking across multiple revenue streams and derivative positions, suggesting the company maintains complex treasury operations with interest rate swaps, energy derivatives, and foreign exchange contracts for both customer and internal risk management.
  • Equity section shows common stock, additional paid-in capital, retained earnings, treasury stock, and accumulated other comprehensive income tracking, indicating the company actively manages its capital structure and shareholder return programs.
Insider Trading Filed: 2026-04-24

Key Insights

  • Jeffrey Reid, EVP Chief HR Officer, sold 1,200 shares of BOKF common stock on 04/23/2026 at prices ranging from $135.13-$135.56, reducing his direct holdings to approximately 8,116 shares.
  • The sales appear to be routine portfolio rebalancing rather than a loss of confidence signal, as Reid maintains substantial beneficial ownership including 1,579 shares indirectly held through a 401(k) plan.
  • Recent dividend reinvestment plan activity (116.257 shares) and 401(k) plan acquisitions (7.9324 shares) indicate ongoing equity accumulation through automatic mechanisms despite the outright sales.
Current Report Filed: 2026-04-06

Key Insights

  • BOK Financial has promoted Scott Andrews to fulfill the role of Brad Vincent, Executive Vice President of Specialized Industries Banking, as Mr. Vincent plans to retire on November 30, 2026.
  • The appointment of Scott Andrews to this key leadership position indicates BOK Financial's focus on maintaining continuity and expertise in its specialized industries banking division.
  • Investors should monitor any further announcements or transitions in BOK Financial's executive team as the company prepares for Mr. Vincent's retirement.
Current Report Filed: 2026-02-19

Key Insights

  • BOK Financial announced the upcoming retirement of Brad Vincent, the Executive Vice President of Specialized Industries Banking, effective November 30, 2026. The company plans to name his replacement in the second quarter of 2026.
  • Chet Cadieux has decided not to stand for re-election to the BOK Financial Board of Directors at the 2026 annual meeting of shareholders.
  • The company did not provide any additional details or context around the leadership changes in this 8-K filing.
Annual Report Filed: 2026-02-18

Key Insights

  • BOK Financial Corporation reported steady financial performance in 2025, with growth in key revenue streams such as brokerage and trading, transaction card, and mortgage banking.
  • The company's asset quality remained strong, with low levels of nonperforming loans and solid capital ratios, positioning it well for potential economic challenges.
  • However, the company's net interest margin declined slightly year-over-year, indicating potential pressure on profitability in the current interest rate environment.
Current Report Filed: 2026-02-09

Key Insights

  • BOK Financial Corporation filed an 8-K report on February 9, 2026, announcing that it posted an Investor Presentation to its website.
  • The Investor Presentation is intended to be used in conversations with investors and analysts, providing an opportunity for the company to share updates and information with the investment community.
  • The filing does not indicate any material changes or events, suggesting this is a routine update rather than a significant corporate development.
Current Report Filed: 2026-02-03

Key Insights

  • BOK Financial Corporation declared a dividend of 63 cents per share on its common stock, payable on March 5, 2026 to shareholders of record on February 19, 2026.
  • The dividend announcement indicates the company's continued financial stability and ability to return capital to shareholders.
  • With the dividend payment, BOK Financial is demonstrating its commitment to shareholder value and steady returns.
Insider Trading Filed: 2026-01-26

Key Insights

  • The reporting person, Steven Bangert, has sold 2,500 shares of BOK Financial Corp (BOKF) common stock at an average price of $137.71 per share, reducing his direct beneficial ownership to 34,916 shares.
  • Bangert has also sold an additional 1,300 shares indirectly held through Bangert Family Investments, LLLP, at an average price of $137.91 per share, reducing his indirect beneficial ownership to 10,936 shares.
  • The transaction indicates Bangert, who serves as a director of BOK Financial, has reduced his overall stake in the company, suggesting potential changes in his investment strategy or portfolio diversification.
Insider Trading Filed: 2026-01-21

Key Insights

  • The reporting person, Michael J. Rogers, acquired 825 shares of BOK Financial Corp (BOKF) common stock on January 16, 2026, indicating an increase in his direct ownership stake in the company.
  • The shares acquired are restricted and subject to vesting on January 16, 2029, as well as potential forfeiture based on the company's performance against certain earnings per share targets.
  • Insider buying, especially of restricted stock that aligns the executive's interests with shareholders, can be a positive signal for the company's long-term prospects.
Current Report Filed: 2026-01-16

Key Insights

  • BOK Financial reported annual earnings of $578 million, or $9.17 per share, and quarterly earnings of $177 million, or $2.89 per share, both record highs.
  • The company's strong financial performance in 2025 suggests continued growth and profitability, which could be positive for investors.
  • The detailed financial information provided in the 8-K filing allows for a comprehensive analysis of BOK Financial's operating and financial metrics.
Insider Trading Filed: 2026-01-15

Key Insights

  • The reporting person, Mark B. Wade, exercised 1,047.1327 shares of phantom stock that vested on January 13, 2026. This suggests he is holding onto his equity stake in the company.
  • Wade also holds an indirect ownership of 1,946.0243 shares of BOK Financial Corp (BOKF) common stock through the company's 401(k) plan, indicating his continued investment in the firm.
  • The disposition of 113.8673 shares to cover taxes upon vesting of the phantom stock suggests Wade is managing his equity position prudently.
Insider Trading Filed: 2026-01-15

Key Insights

  • The reporting person, Christy K. Daboval, who is the EVP and Chief Credit Officer of BOK Financial Corp (BOKF), disposed of 213 shares of BOKF common stock on January 13, 2026.
  • Daboval owns 5,318 shares of BOKF common stock directly and an additional 2,800 shares indirectly through the Daboval Family Trust.
  • This Form 4 filing indicates a minor sale of shares by an insider, which may not be a significant event on its own but could be worth monitoring for any patterns of insider selling activity.
Insider Trading Filed: 2026-01-15

Key Insights

  • The reporting person, Brad A. Vincent, is an executive vice president at BOK Financial Corporation and has vested 1,367.8369 shares of phantom stock (restricted stock units) that were previously deferred.
  • The reporting person disposed of 142.1631 shares of the phantom stock to pay taxes on the vesting, and the remaining 1,367.8369 shares are now held as a derivative security.
  • The reporting person also owns 9,106 shares of BOK Financial's common stock indirectly through the Vincent Family Revocable Trust.
Insider Trading Filed: 2026-01-15

Key Insights

  • Jeffrey A. Reid, the EVP and Chief HR Officer of BOK Financial Corp (BOKF), disposed of 597.5788 shares of common stock on 01/13/2026. This sale represents a decrease in his direct beneficial ownership position.
  • Reid also deferred the receipt of 667 shares of phantom stock (restricted stock units) that vested on 01/13/2026, with 69.4212 shares disposed of to pay taxes on vesting. The remaining 597.5788 shares of phantom stock are still held by the reporting person.
  • Reid has an indirect beneficial ownership of 1,571.2191 shares through the company's 401(k) plan, which has increased since his last ownership report.
Insider Trading Filed: 2026-01-15

Key Insights

  • The reporting person, Derek Martin, who is the Executive Vice President and Chief Information Officer of BOK Financial Corp, has disposed of 945.194 shares of common stock on January 13, 2026.
  • The reporting person also acquired 945.194 shares of phantom stock (restricted stock units) on the same date, which will become payable upon his termination of employment.
  • The reporting person continues to hold a significant number of shares in BOK Financial Corp, with 16,859.666 shares of common stock and 7,330.8529 shares of phantom stock beneficially owned following the reported transactions.
Insider Trading Filed: 2026-01-15

Key Insights

  • The reporting person, who holds the position of EVP and CFO, has disposed of 147.5995 shares of BOKF common stock to pay taxes on the vesting of 1,545.4005 shares of phantom stock.
  • The remaining 1,545.4005 shares of phantom stock will be payable to the reporting person upon termination of employment with the company.
  • The reporting person has acquired an additional 150.8854 shares of BOKF phantom stock through a dividend reinvestment plan since the last ownership report.
Insider Trading Filed: 2026-01-15

Key Insights

  • Kelley Weil, EVP of Consumer Banking Services, disposed of 475 shares of BOK Financial Corp common stock on January 13, 2026, reducing his direct beneficial ownership to 16,471 shares.
  • The transaction was executed at a price of $122.64 per share, which appears to be at or near the current market price.
  • Insider selling can sometimes signal a lack of confidence in the company's future prospects, but a single transaction may not be indicative of a broader trend.
Insider Trading Filed: 2026-01-15

Key Insights

  • The reporting person, David D. Stratton, who is the EVP - Regional Banking at BOK Financial Corp, disposed of 436 shares of common stock at a price of $122.64 per share.
  • Following the reported transaction, the reporting person now beneficially owns 6,077.349 shares of BOK Financial Corp common stock directly.
  • This Form 4 filing is a routine disclosure of an insider's transaction and does not indicate any significant changes in the reporting person's ownership or the company's overall financial condition.

Get real-time filing analysis in the app

Download on the App Store

Important Information

AI-generated analysis is for informational purposes only. Always read original SEC filings and consult with qualified professionals before making investment decisions.