Form 4 for BOKF BOK FINANCIAL CORP
Accepted 2025-02-20 00:00:00 ET · period of report 2025-02-18 · accession 0001965021-25-000027 · SEC index · Original document
Summary rows
Aggregated the way they appear in lists: one row per insider, transaction code and security table.
| X | Filed | Traded | Ticker | Insider | Title | Type | Price | Qty | Owned | ΔOwn | Value |
|---|---|---|---|---|---|---|---|---|---|---|---|
| DM | 2025-02-20 | 2025-02-18 | BOKF | Maun Marc | EVP - Regional Banking | A - Grant | $0.00 | +6,541 | 32.7K | +25% | $0 |
| DM | 2025-02-20 | 2025-02-19 | BOKF | Maun Marc | EVP - Regional Banking | D - Sale to Iss | $0.00 | -3,010 | 29.8K | -9% | $0 |
| D | 2025-02-20 | 2025-02-19 | BOKF | Maun Marc | EVP - Regional Banking | F - Tax | $110.80 | -185.48 | 32.5K | -0.6% | -$20.6K |
| D | 2025-02-20 | 2025-02-19 | BOKF | Maun Marc | EVP - Regional Banking | A - Grant | — | +2,700 | 12.2K | +28% | — |
Purchase Sale Sale after option exercise All abbreviations
Every reported transaction
| # | Table | Security | Date | Code | A/D | Shares | Price | Owned after | Own | Exercise / expiry | Underlying | Footnotes |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | Common | Common Stock | 2025-02-18 | A | A | 328 | $0.00 | 33,020 | D | — | — | (F2) Represents a one-time restricted stock award which vests on February 19, 2025. |
| 2 | Common | Common Stock | 2025-02-19 | D | D | 310 | $0.00 | 32,710 | D | — | — | (F3) Represents downward restricted stock adjustments based upon attainment of performance goals established pursuant to the BOKF Executive Incentive Plan for restricted stock awards made in 2022. |
| 3 | Common | Common Stock | 2025-02-18 | A | A | 6,213 | $0.00 | 32,692 | D | — | — | (F1) Represents restricted stock which vests on January 17, 2028. Shares are subject to forfeiture (i) upon termination of employment prior to vesting, and (ii) if certain performance earnings per share targets established pursuant to BOKF Executive Incentive Plan are not met. |
| 4 | Common | Common Stock | 2025-02-19 | D | D | 2,699.52 | — | 29,825 | D | — | — | (F4) The reporting person elected to defer receipt of 2,789 shares of common stock issuable upon the exercise of stock options. 89.48 of the deferred shares were used to pay the exercise price and taxes on the options. The reporting person elected to diversify the 2,699.52 shares of BOKF phantom stock remaining after payment of the exercise price and taxes to alternative investments. |
| 5 | Common | Common Stock | 2025-02-19 | F | D | 185.48 | $110.80 | 32,524.52 | D | — | — | |
| 6 | Derivative | Phantom Stock | 2025-02-19 | A | A | 2,699.52 | — | 12,239.95 | D | — · — to — | 2,699.52 Common Stock | (F4) The reporting person elected to defer receipt of 2,789 shares of common stock issuable upon the exercise of stock options. 89.48 of the deferred shares were used to pay the exercise price and taxes on the options. The reporting person elected to diversify the 2,699.52 shares of BOKF phantom stock remaining after payment of the exercise price and taxes to alternative investments. (F7) Includes 382.3913 shares of BOKF phantom stock not previously reported acquired under a BOKF dividend reinvestment plan. (F5) Each share of phantom stock represents a right to receive one share of common stock, or at the Company's election, the cash value thereof. (F6) The phantom stock becomes payable upon the reporting person's termination of employment with the Company. |