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On July 23, 2026, Stacy Kymes, President and CEO of BOK Financial Corp (NASDAQ:BOKF), reported a notable insider transaction through a Securities and Exchange Commission filing. Kymes sold approximately 8,538 shares of common stock while simultaneously acquiring shares via the company’s dividend reinvestment plan. This disclosure offers investors a detailed view of senior executive trading activity at the Oklahoma-based financial services firm.
Key Points
- NASDAQ: BOKF
- President and CEO Stacy Kymes sold 8,538 shares on July 23, 2026, at an average price of $139.53 per share
- Post-transaction, Kymes beneficially owns 123,172 shares directly, plus 33,549.52 shares indirectly via a revocable trust and 401(k) plan
- Kymes acquired 3,215 shares through the dividend reinvestment plan, with an additional 94.9257 shares obtained since the last ownership report
Details of Executive Stock Sale at BOK Financial
Stacy Kymes, serving as President and Chief Executive Officer of BOK Financial Corp, completed a sale of 8,538 common shares on July 23, 2026. The shares were sold at $139.532 each, as disclosed in the SEC filing. This transaction reflects routine insider trading by a senior executive of the Oklahoma-based financial institution.
Following this sale, Kymes retained direct beneficial ownership of 123,172 shares of BOK Financial common stock. Additionally, 23,936 shares are held indirectly through the Angel D Kymes Revocable Trust, and 9,613.5168 shares are held within a 401(k) retirement plan. These indirect holdings underscore Kymes’ substantial ongoing stake in the company beyond the shares involved in the recent sale.
Participation in Dividend Reinvestment Plan
Alongside the share sale, the filing reveals Kymes acquired 3,215 shares without monetary payment, indicating these shares were obtained via BOK Financial’s dividend reinvestment plan (DRIP). Furthermore, since the last ownership report, an additional 94.9257 shares were acquired through the same plan. This continued engagement with the DRIP highlights a commitment to growing company holdings through reinvested dividends.
Dividend reinvestment plans enable shareholders to automatically reinvest cash dividends into additional shares, often without transaction fees. Kymes’ use of this plan reflects regular dividend income from a significant ownership position and systematic accumulation of shares over time, supplementing direct purchases.
Ownership Structure and Indirect Holdings
The regulatory disclosure details that Kymes’ beneficial ownership spans multiple entities and investment vehicles. Beyond 123,172 directly held shares, 23,936 shares are held via the Angel D Kymes Revocable Trust, and 9,613.5168 shares are held through a 401(k) plan. This diversified ownership structure is common among executives for estate planning and retirement savings purposes.
Holding shares through revocable trusts and qualified retirement plans offers flexibility and tax advantages. The disclosure of these indirect holdings ensures transparency about Kymes’ total beneficial interest in BOK Financial Corp, providing a complete view of the CEO’s financial stake in the company’s performance.
Timing and Market Context of the Transaction
The share sale was executed on July 23, 2026, with the SEC filing submitted on July 27, 2026. This timing aligns with typical insider trading activity by corporate officers. The filing does not indicate any unusual circumstances influencing the timing or decision to sell shares at this time.
The shares were sold at $139.532 each, as reported in the disclosure. No commentary was provided regarding market conditions or trading volume that may have affected the transaction’s timing or pricing. Investors often assess insider trading patterns over time to discern potential strategic motives.
Regulatory Compliance and Disclosure Requirements
As President and CEO, Stacy Kymes is subject to Section 16 reporting under the Securities Exchange Act of 1934, which requires disclosure of changes in beneficial ownership by officers, directors, and principal shareholders. The Form 4 filing submitted on July 27, 2026, formally reports the July 23 transaction and reflects BOK Financial’s commitment to transparency in insider trading activities.
Kymes holds roles as both Director and Officer, triggering mandatory reporting of all securities transactions. This regulatory framework ensures investors receive timely information on insider trades, aiding assessment of management’s confidence or concerns regarding the company’s valuation and outlook. These filings are publicly accessible via the SEC’s EDGAR database.
Overview of Insider Trading Activity at BOK Financial
Insider trading disclosures provide insight into trading behavior among senior management and board members of public companies. Stacy Kymes’ recent sale, combined with simultaneous share acquisitions through the dividend reinvestment plan, illustrates concurrent disposition and accumulation activity by the CEO.
After these transactions, Kymes maintains a significant personal financial stake in BOK Financial’s stock. The combination of direct and indirect holdings aligns executive financial interests with those of shareholders, as management’s wealth is closely tied to the company’s share price and dividend performance.
Form 4 Filing Specifics and Compliance Details
The Form 4 filing was submitted four days post-transaction on July 27, 2026, authorized via power of attorney by Tamara R. Sloan. BOK Financial continues to comply with SEC registration and insider reporting obligations throughout the reporting period.
This filing fulfills the regulatory requirement to report beneficial ownership changes within two business days of transactions, ensuring market participants have prompt access to insider trading information. It underscores BOK Financial’s adherence to securities laws and dedication to maintaining accurate ownership records.
Analysis of Kymes’ Shareholdings and Ownership Concentration
Following the July 23 transactions, Stacy Kymes’ total beneficial ownership—including direct and indirect shares—stands at approximately 156,721 shares. This substantial position ranks Kymes among the company’s significant shareholders, reflecting considerable personal exposure to the Oklahoma-based financial institution.
The diversified holdings across direct ownership, revocable trusts, and retirement plans demonstrate sophisticated wealth management strategies common among executives. While each vehicle serves distinct estate, tax, or retirement objectives, the aggregate stake ensures Kymes remains heavily invested in BOKF’s share price performance.
Investor Implications of Insider Trading Activity
Investors monitoring insider transactions at BOK Financial may find Kymes’ share sale noteworthy as it signals executive-level engagement with company stock. The simultaneous sale and dividend reinvestment acquisitions suggest a balanced approach—realizing some gains while maintaining exposure through reinvested dividends. This contrasts with scenarios where executives either fully divest or make large concentrated purchases, which carry different interpretive weight regarding management sentiment.
Kymes’ retention of a significant beneficial ownership stake after the sale indicates ongoing alignment with BOK Financial’s performance. Insider trading disclosures represent one factor among many for investors evaluating company prospects, management quality, and strategic direction. Executive transactions may also reflect personal financial planning unrelated to company outlook.
