Form 4: BOKF Director Gifts 5,000 Shares Under 10b5-1 Plan

BOK Financial Corp Director Robert Waldo reported gifting 5,000 shares of common stock on December 1, 2025, under a Rule 10b5-1 plan.

Summary

• Robert Waldo, a Director of BOK FINANCIAL CORP (BOKF), reported a change in beneficial ownership.
• On December 1, 2025, Waldo disposed of 5,000 shares of BOKF Common Stock.
• The transaction code 'G' indicates this was a gift, with a price of $0 per share.
• The transaction was made pursuant to a Rule 10b5-1(c) plan, which allows insiders to set up pre-planned transactions.
• Following this transaction, Waldo directly owns 0 shares of BOKF Common Stock.
• Waldo indirectly beneficially owns 31,785 shares through the Robert A. Waldo Revocable Trust.

Sentiment

Score: 5

Explanation: The filing reports a routine insider transaction (gift of shares) by a director, which is a personal financial planning event and does not inherently indicate positive or negative sentiment regarding the company's operational performance or future prospects.

Stakeholder Impact

• Shareholders will note a reduction in the director's direct ownership, though significant indirect ownership through a trust remains.

Key Dates

Keywords

BOK FINANCIAL CORP, BOKF, Robert Waldo, Form 4, Insider Transaction, Stock Gift, Director Ownership, Beneficial Ownership, Rule 10b5-1