Martin E. Grunst - 18 Feb 2025 Form 4 Insider Report for BOK FINANCIAL CORP (BOKF)

Role
EVP, CFO
Signature
/s/ Tamara R. Sloan, Power of Attorney
Issuer symbol
BOKF
Transactions as of
18 Feb 2025
Net transactions value
-$17,998
Form type
4
Filing time
20 Feb 2025, 20:34:53 UTC
Previous filing
16 Jan 2025
SEC
View on sec.gov

Transactions Table

Type Sym Class Transaction Value $ Shares Change % * Price $ Shares After Date Ownership Footnotes
transaction BOKF Common Stock Award $0 +6,196 +19% $0.000000 38,251 18 Feb 2025 Direct F1
transaction BOKF Common Stock Award $0 +288 +0.75% $0.000000 38,539 18 Feb 2025 Direct F2
transaction BOKF Common Stock Disposed to Issuer $0 -272 -0.71% $0.000000 38,267 19 Feb 2025 Direct F3
transaction BOKF Common Stock Tax liability $17,998 -162 -0.42% $110.80 38,105 19 Feb 2025 Direct
transaction BOKF Common Stock Disposed to Issuer -2,367 -6.2% 35,738 19 Feb 2025 Direct F4

Derivative Securities (e.g., puts, calls, warrants, options, convertible securities)

Type Sym Class Transaction Value $ Shares Change % * Price $ Shares After Date Underlying Class Amount Exercise Price Ownership Footnotes
transaction BOKF Phantom Stock Award +2,367 +21% 13,490 19 Feb 2025 Common Stock 2,367 Direct F4, F5, F6, F7
* An asterisk sign (*) next to the price indicates that the price is likely invalid.

Explanation of Responses:

Id Content
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.
F2 Represents a one-time restricted stock award which vests on February 19, 2025.
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.
F4 The reporting person elected to defer receipt of 2,445 shares of common stock issuable upon the exercise of stock options. 78.44 of the deferred shares were used to pay the exercise price and taxes on the options. The reporting person elected to diversify the 2,366.56 shares of BOKF phantom stock remaining after payment of the exercise price and taxes to alternative investments.
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.
F7 Includes 435.9513 shares of BOKF phantom stock not previously reported acquired under a BOKF dividend reinvestment plan.