Form 4: BOK Financial Corp Executive Transfers Shares to Family Trust

Brad A. Vincent, EVP of Specialized Industries at BOK Financial Corp, transferred a total of 1,275 shares of common stock to The Vincent Family Revocable Trust in transactions on May 14 and May 15, 2024.

Summary

• Brad A. Vincent, an Executive Vice President at BOK Financial Corp, reported the transfer of company stock to The Vincent Family Revocable Trust.
• On May 14, 2024, Mr. Vincent transferred 853 shares of common stock, disposing of them directly and increasing the trust's holdings.
• On May 15, 2024, he transferred an additional 422 shares of common stock to the trust.
• The transfers did not involve a monetary transaction, as the price per share is listed as $0.
• Following these transactions, Mr. Vincent directly owns 16,377 shares and The Vincent Family Revocable Trust indirectly owns 8,301 shares.

Sentiment

Score: 5

Explanation: This is a neutral disclosure of stock transfers. It doesn't inherently indicate positive or negative sentiment about the company's performance.

Industry Context

This Form 4 filing is a routine disclosure of insider transactions, which are common in publicly traded companies. It provides transparency into the trading activities of company executives.

Related Party Transactions

• The transfer of shares to The Vincent Family Revocable Trust constitutes a related party transaction.

Stakeholder Impact

• The transfer of shares has minimal direct impact on stakeholders, as it is a transfer of ownership rather than a sale or purchase on the open market.

Key Dates