BOK FINANCIAL CORP (BOKF)

Insider Trading Filed: 2026-05-11

Key Insights

EVP Mark Wade sold 1,700 shares of BOKF at $132.62 per share on 05/08/2026, generating approximately $225,454 in proceeds, which represents a routine insider transaction rather than a major portfolio shift.
Wade's direct beneficial ownership decreased to 20,361 shares following the sale, while his 401(k) plan holdings total 1,955.85 shares, indicating moderate executive equity stake in the company.
The transaction was executed under standard market conditions with no indication of a Rule 10b5-1 trading plan, suggesting this was a discretionary sale rather than a pre-planned divestment pattern.
As an EVP in the Texas Market, Wade's modest share sale does not signal loss of confidence in company leadership or material concerns about financial performance.

Current Report Filed: 2026-05-11

Key Insights

BOK Financial posted an updated Investor Presentation to its website on May 11, 2026, indicating the company is actively managing investor communications and may use this presentation for ongoing investor and analyst discussions.
This is a routine Regulation FD Disclosure filing with no material corporate events, earnings surprises, management changes, or significant agreements announced, suggesting stable operational conditions.
The filing was signed by Martin E. Grunst, Executive Vice President and Chief Financial Officer, confirming proper corporate authorization and governance procedures are in place.

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