Form 4: BOKF Executive Sells Shares Under 10b5-1 Plan

BOK Financial Corp's EVP of Consumer Banking Services, Kelley Weil, disposed of 475 common shares at $122.64 each under a pre-arranged 10b5-1 plan.

Summary

• Kelley Weil, Executive Vice President of Consumer Banking Services at BOK Financial Corp (BOKF), reported a change in beneficial ownership.
• On January 13, 2026, 475 shares of BOKF Common Stock were disposed of.
• The transaction occurred at a price of $122.64 per share.
• This disposition was made pursuant to a Rule 10b5-1(c) contract, instruction, or written plan.
• Following this transaction, Kelley Weil directly beneficially owns 16,471 shares of Common Stock.

Sentiment

Score: 5

Explanation: The filing reports a routine insider stock disposition under a pre-arranged 10b5-1 plan, which is a neutral event for the company's operational outlook and does not indicate a significant positive or negative sentiment.

Positives

• The transaction was conducted under a Rule 10b5-1 plan, indicating a pre-arranged and non-opportunistic sale, which is a positive for corporate governance and transparency.

Negatives

• A disposition of shares by an executive, while routine, slightly reduces insider ownership, though the amount is minor relative to total holdings.

Future Outlook

This filing does not contain any forward-looking statements or guidance regarding the company's future performance or strategic direction.

Industry Context

This is a routine insider transaction report specific to BOK Financial Corp and its executive. It does not provide information directly related to broader industry trends or competitive landscape analysis.

Comparison to Industry Standards

• Insider transactions, particularly those executed under Rule 10b5-1 plans, are standard practice for executives in publicly traded companies across the financial services industry for personal financial planning and tax management.

Corporate Governance

Stakeholder Impact

• Shareholders: The disposition of 475 shares is a minor transaction and is unlikely to have a material impact on the company's stock price or overall shareholder value.
• Employees, Customers, Suppliers, Creditors: No direct impact from this specific insider transaction.

Key Dates

Recommendation

This Form 4 filing details a routine, pre-planned disposition of a small number of shares by an executive. Such transactions are common for tax planning or portfolio diversification and do not typically signal a change in the company's fundamental outlook or warrant a change in investment recommendation based solely on this information. Therefore, a 'hold' recommendation is appropriate as this filing provides no new material information to alter an existing investment thesis.

Keywords

BOK Financial Corp, BOKF, Insider Trading, Form 4, Stock Sale, Executive Compensation, 10b5-1 Plan, Kelley Weil, Consumer Banking Services