Type | Sym | Class | Transaction | Value $ | Shares | Change % | * Price $ | Shares After | Date | Ownership | Footnotes |
---|---|---|---|---|---|---|---|---|---|---|---|
transaction | BOKF | Common Stock | Disposed to Issuer | $0 | -5.18K | -9.7% | $0.00 | 48.2K | Feb 28, 2023 | Direct | F1 |
transaction | BOKF | Common Stock | Award | $0 | +6.37K | +13.2% | $0.00 | 54.6K | Mar 1, 2023 | Direct | F2 |
holding | BOKF | Common Stock | 36.4 | Feb 28, 2023 | by 401(k) Plan | ||||||
holding | BOKF | Common Stock | 139 | Feb 28, 2023 | Forrest Robert Nell Irrevocable Trust of 2016 | ||||||
holding | BOKF | Common Stock | 238 | Feb 28, 2023 | Emma Eleanor Nell Irrevocable Trust of 2016 | ||||||
holding | BOKF | Common Stock | 238 | Feb 28, 2023 | Stefani Grace Nell Irrevocable Trust of 2016 | ||||||
holding | BOKF | Common Stock | 238 | Feb 28, 2023 | Sara Rose Nell Irrevocable Trust of 2016 | ||||||
holding | BOKF | Common Stock | 238 | Feb 28, 2023 | Natalie Ann Nell Irrevocable Trust of 2016 |
Type | Sym | Class | Transaction | Value $ | Shares | Change % | * Price $ | Shares After | Date | Underlying Class | Amount | Exercise Price | Ownership | Footnotes |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
holding | BOKF | Phantom Stock | 11.9K | Feb 28, 2023 | Common Stock | 11.9K | Direct | F3, F4, F5, F6 |
Id | Content |
---|---|
F1 | Represents forfeiture of unvested restricted stock based upon performance goals established pursuant to the BOKF Executive Incentive Plan for restricted stock awards made in 2020. |
F2 | Represents restricted stock which vests on January 13, 2026. 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. |
F3 | 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. |
F4 | The Phantom Stock becomes payable upon the reporting person's termination of employment with the Company. |
F5 | Previous reports included an immaterial administrative error under reporting 3.74 shares of Phantom Stock. |
F6 | Includes 180.124 shares of Phantom Stock acquired through a BOK Financial Corporation dividend reinvestment plan in which Mr. Nell is a participant. |