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BOK FINANCIAL CORP — Investor Relations & Filings

Ticker · BOKF ISIN · US05561Q2012 LEI · GRI2NT5QHYW751NMR949 US Financial and insurance activities
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Filings indexed 2,362 across all filing types
Latest filing 2018-10-01 M&A Activity
Country US United States of America
Listing US BOKF

About BOK FINANCIAL CORP

https://www.bokfinancial.com/

BOK Financial Corp is a financial services holding company that provides a range of financial solutions through its subsidiaries. The company's primary segments are commercial banking and wealth management. It offers commercial and consumer banking products, including loans, credit cards, and deposit accounts. Its wealth management division provides services such as financial planning, investment management, brokerage trading, trust services, and insurance. The company serves a diverse client base of individuals, small to middle-market businesses, and financial institutions. BOK Financial has specialized expertise in sectors including energy, real estate, and healthcare, and also offers specialty asset management for mineral and real estate properties.

Recent filings

Filing Released Lang Actions
8-K
M&A Activity Classification · 95% confidence The document is a Form 8-K Current Report filed with the SEC, dated October 1, 2018, by BOK Financial Corporation. It reports the completion of a merger acquisition with CoBiz Financial, Inc., including details of the merger agreement, stock consideration, and subsequent board changes. The document also references future filings of financial statements and pro forma financial information related to the acquisition. The primary content is an announcement of a merger transaction and related corporate governance changes, not a full financial report or earnings release. This fits the category of M&A Activity (TAR), which covers announcements and documents related to merger proposals or takeover bids. The document is 7,566 characters long, contains substantive merger details, and is not merely a brief announcement or a certification. Therefore, the appropriate classification is TAR with high confidence.
2018-10-01 English
8-K
M&A Activity Classification · 95% confidence The document is a Form 8-K current report filed with the SEC, dated September 27, 2018. It announces that CoBiz Financial Inc. received shareholder approval to complete a previously announced acquisition by BOK Financial Corporation. The document includes a press release as an exhibit about the shareholder approval of the merger. There are no detailed financial statements or comprehensive financial data included, only an announcement of a significant corporate event related to a merger approval. This fits the category of M&A Activity (TAR), which covers announcements and documents related to merger proposals or takeover bids.
2018-09-27 English
PRIMARY DOCUMENT
Director's Dealing
2018-09-13 English
PRIMARY DOCUMENT
Director's Dealing
2018-09-05 English
425 Filing
Proxy Solicitation & Information Statement Classification · 95% confidence The document is a letter to shareholders regarding a special meeting to vote on a merger agreement with BOK Financial Corporation. It includes instructions on how to vote, mentions proxy materials previously sent, and urges shareholders to vote in favor of the merger and related proposals. It references the proxy statement and prospectus filed with the SEC on Form S-4, which is related to the merger transaction. The document is not the proxy statement itself but a solicitation letter encouraging shareholders to vote and providing information on where to find the proxy materials. This type of document is best classified as Proxy Solicitation & Information Statement (PSI) because it is part of the materials sent to shareholders to provide information and request votes for the meeting, specifically related to the merger vote.
2018-09-05 English
8-K
M&A Activity Classification · 95% confidence The document is a Form 8-K current report filed with the SEC, dated August 23, 2018. It announces that BOK Financial Corporation has received all necessary regulatory approvals to complete the previously announced acquisition of CoBiz Financial Inc. The document includes a press release as an exhibit about the acquisition approval. There are no financial statements or detailed financial data included, only an announcement of a regulatory approval event related to a merger/acquisition. This fits the category of M&A Activity (TAR) filings, which cover announcements related to merger proposals or takeover bids. The document length is 3091 characters, which is relatively short and consistent with an announcement rather than a full report. Therefore, the appropriate classification is M&A Activity (TAR).
2018-08-23 English

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