Key facts
- This page summarizes Steven E. Nell's Form 4 filing for BOK FINANCIAL CORP (BOKF).
- 2 reported transactions and 1 derivative row are listed below.
- Accepted by SEC: 02 Mar 2023, 17:30.
Steven E. Nell - 28 Feb 2023 Form 4 Insider Report for BOK FINANCIAL CORP (BOKF)
- Reporting relationship
- EVP, CFO, Director
- Issuer ticker
- BOKF
- Reported as of
- 28 Feb 2023
- Net transaction value
- $0
- SEC form
- 4
- Accepted by SEC
- 02 Mar 2023, 17:30:53 UTC
- Prior SEC filing
- 12 Jan 2023
- Next SEC filing
- 06 Jul 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 02 Mar 2023.
Change
- Previous filing in this sequence was filed on 12 Jan 2023.
- Current net transaction value: $0.
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
Disposed to Issuer
- Transaction value
- $0
- Shares
- -5,177
- Change %
- -9.7%
- Price
- $0.000000
- Shares after
- 48,213
- Date
- 28 Feb 2023
- Ownership
- Direct
- Footnotes
- F1
BOKF
transaction
Common Stock
Award
- Transaction value
- $0
- Shares
- +6,366
- Change %
- +13%
- Price
- $0.000000
- Shares after
- 54,579
- Date
- 01 Mar 2023
- Ownership
- Direct
- Footnotes
- F2
BOKF
holding
Common Stock
No transaction description listed
- Transaction value
- Shares
- Change %
- Price
- Shares after
- 36
- Date
- 28 Feb 2023
- Ownership
- by 401(k) Plan
BOKF
holding
Common Stock
No transaction description listed
- Transaction value
- Shares
- Change %
- Price
- Shares after
- 139
- Date
- 28 Feb 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
- 28 Feb 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
- 28 Feb 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
- 28 Feb 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
- 28 Feb 2023
- Ownership
- Natalie Ann Nell Irrevocable Trust of 2016
Reported derivative securities
Options, warrants, convertible securities, or similar derivative positions disclosed in the filing.
BOKF
holding
Derivative
Phantom Stock
No transaction description listed
- Transaction value
- Shares
- Change %
- Price
- Shares after
- 11,925
- Date
- 28 Feb 2023
- Ownership
- Direct
- Underlying class
- Common Stock
- Underlying amount
- 11,925
- Exercise price
- Footnotes
- F3, F4, F5, F6
* marks a reported price that did not pass the local price check.
Additional SEC filing notes
Filing notes and footnotes
Explanation of responses 6 footnotes
Footnote F1
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.
Footnote F2
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.
Footnote F3
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 F4
The Phantom Stock becomes payable upon the reporting person's termination of employment with the Company.
Footnote F5
Previous reports included an immaterial administrative error under reporting 3.74 shares of Phantom Stock.
Footnote F6
Includes 180.124 shares of Phantom Stock acquired through a BOK Financial Corporation dividend reinvestment plan in which Mr. Nell is a participant.