Key facts
- This page summarizes Steven E. Nell's Form 4 filing for BOK FINANCIAL CORP (BOKF).
- 3 reported transactions and 1 derivative row are listed below.
- Accepted by SEC: 12 Jan 2023, 16:26.
Steven E. Nell - 10 Jan 2023 Form 4 Insider Report for BOK FINANCIAL CORP (BOKF)
- Reporting relationship
- EVP, CFO, Director
- Issuer ticker
- BOKF
- Reported as of
- 10 Jan 2023
- Net transaction value
- -$16,858
- SEC form
- 4
- Accepted by SEC
- 12 Jan 2023, 16:26:36 UTC
- Prior SEC filing
- 16 Dec 2022
- Next SEC filing
- 02 Mar 2023
- Source filing
- View source filing
- Reporting owner signature
- /s/ Tamara Wagman, Power of Attorney
Source evidence
Original filing metadata and source links for verification.
5 source fields
Reporting owner
1 detail
Key filing fact
Steven E. Nell filed Form 4 for BOK FINANCIAL CORP (BOKF) on 12 Jan 2023.
Change
- Previous filing in this sequence was filed on 16 Dec 2022.
- Current net transaction value: -$16,858.
Research use
- This tells you what this filing adds before you inspect full transaction and derivative tables.
- You can trace every row back to the original SEC filing document.
Evidence
Filed on Form 4
View source filing
Ownership activity is grounded in SEC Form 4 disclosures.
Reported non-derivative transactions
Shares, units, or other non-derivative securities reported in this filing.
BOKF
transaction
Common Stock
Tax liability
- Transaction value
- $16,858
- Shares
- -164
- Change %
- -0.29%
- Price
- $102.79
- Shares after
- 55,445
- Date
- 10 Jan 2023
- Ownership
- Direct
BOKF
transaction
Common Stock
Disposed to Issuer
- Transaction value
- Shares
- -2,055
- Change %
- -3.7%
- Price
- Shares after
- 53,390
- Date
- 10 Jan 2023
- Ownership
- Direct
- Footnotes
- F1
BOKF
holding
Common Stock
No transaction description listed
- Transaction value
- Shares
- Change %
- Price
- Shares after
- 139
- Date
- 10 Jan 2023
- Ownership
- Forrest Robert Nell Irrevocable Trust of 2016
BOKF
holding
Common Stock
No transaction description listed
- Transaction value
- Shares
- Change %
- Price
- Shares after
- 238
- Date
- 10 Jan 2023
- Ownership
- Emma Eleanor Nell Irrevocable Trust of 2016
BOKF
holding
Common Stock
No transaction description listed
- Transaction value
- Shares
- Change %
- Price
- Shares after
- 238
- Date
- 10 Jan 2023
- Ownership
- Stefani Grace Nell Irrevocable Trust of 2016
BOKF
holding
Common Stock
No transaction description listed
- Transaction value
- Shares
- Change %
- Price
- Shares after
- 238
- Date
- 10 Jan 2023
- Ownership
- Sara Rose Nell Irrevocable Trust of 2016
BOKF
holding
Common Stock
No transaction description listed
- Transaction value
- Shares
- Change %
- Price
- Shares after
- 238
- Date
- 10 Jan 2023
- Ownership
- Natalie Ann Nell Irrevocable Trust of 2016
BOKF
holding
Common Stock
No transaction description listed
- Transaction value
- Shares
- Change %
- Price
- Shares after
- 36
- Date
- 10 Jan 2023
- Ownership
- by 401(k) Plan
Reported derivative securities
Options, warrants, convertible securities, or similar derivative positions disclosed in the filing.
BOKF
transaction
Derivative
Phantom Stock
Award
- Transaction value
- Shares
- +2,055
- Change %
- +21%
- Price
- Shares after
- 11,741
- Date
- 10 Jan 2023
- Ownership
- Direct
- Underlying class
- Common Stock
- Underlying amount
- 2,055
- Exercise price
- Footnotes
- F1, F2, F3
* marks a reported price that did not pass the local price check.
Additional SEC filing notes
Filing notes and footnotes
Explanation of responses 3 footnotes
Footnote F1
The reporting person elected to defer receipt of 2,219 shares of common stock issuable upon the exercise of stock options. 164 of the deferred shares were used to pay the exercise price and taxes on the options. The reporting person elected to diversify the 2,055 shares of BOKF phantom stock remaining after payment of the exercise price and taxes to alternative investments.
Footnote F2
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.
Footnote F3
The Phantom Stock becomes payable upon the reporting person's termination of employment with the Company.