Marc Maun - 18 Feb 2025 Form 4 Insider Report for BOK FINANCIAL CORP (BOKF)

Source evidence Original filing metadata and source links for verification. 4 source fields
SEC form
4
Accepted by SEC
20 Feb 2025, 20:46:38 UTC
Prior SEC filing
16 Jan 2025
Source filing
View source filing
Reporting owner 1 detail
Reporting owner signature
/s/ Tamara R. Sloan, Power of Attorney

Key filing fact

Marc Maun filed Form 4 for BOK FINANCIAL CORP (BOKF) on 20 Feb 2025.

Key facts

  • This page summarizes Marc Maun's Form 4 filing for BOK FINANCIAL CORP (BOKF).
  • 6 reported transactions and 1 derivative row are listed below.
  • Accepted by SEC: 20 Feb 2025, 20:46.

Change

  • Previous filing in this sequence was filed on 16 Jan 2025.
  • Current net transaction value: -$20,551.

Research use

  • This tells you what this filing adds before you inspect full transaction and derivative tables.
  • You can trace every row back to the original SEC filing document.

Evidence

Filed on Form 4

Ownership activity is grounded in SEC Form 4 disclosures.

View source filing

Reported non-derivative transactions

Shares, units, or other non-derivative securities reported in this filing.

BOKF transaction

Common Stock

Award

Transaction value
$0
Shares
+6,213
Change %
+23%
Price
$0.000000
Shares after
32,692
Date
18 Feb 2025
Ownership
Direct
Footnotes
F1
BOKF transaction

Common Stock

Award

Transaction value
$0
Shares
+328
Change %
+1%
Price
$0.000000
Shares after
33,020
Date
18 Feb 2025
Ownership
Direct
Footnotes
F2
BOKF transaction

Common Stock

Disposed to Issuer

Transaction value
$0
Shares
-310
Change %
-0.94%
Price
$0.000000
Shares after
32,710
Date
19 Feb 2025
Ownership
Direct
Footnotes
F3
BOKF transaction

Common Stock

Tax liability

Transaction value
$20,551
Shares
-185
Change %
-0.57%
Price
$110.80
Shares after
32,525
Date
19 Feb 2025
Ownership
Direct
BOKF transaction

Common Stock

Disposed to Issuer

Transaction value
Shares
-2,700
Change %
-8.3%
Price
Shares after
29,825
Date
19 Feb 2025
Ownership
Direct
Footnotes
F4
BOKF holding

Common Stock

No transaction description listed

Transaction value
Shares
Change %
Price
Shares after
8,991
Date
18 Feb 2025
Ownership
Marc Christopher Maun Revocable Trust (1997)
BOKF holding

Common Stock

No transaction description listed

Transaction value
Shares
Change %
Price
Shares after
140
Date
18 Feb 2025
Ownership
by 401(k) Plan

Reported derivative securities

Options, warrants, convertible securities, or similar derivative positions disclosed in the filing.

BOKF transaction Derivative

Phantom Stock

Award

Transaction value
Shares
+2,700
Change %
+28%
Price
Shares after
12,240
Date
19 Feb 2025
Ownership
Direct
Underlying class
Common Stock
Underlying amount
2,700
Exercise price
Footnotes
F4, F5, F6, F7
* marks a reported price that did not pass the local price check.

Additional SEC filing notes

Filing notes and footnotes

Explanation of responses 7 footnotes

Footnote 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.

Footnote F2

Represents a one-time restricted stock award which vests on February 19, 2025.

Footnote 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.

Footnote 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.

Footnote 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.

Footnote F6

The phantom stock becomes payable upon the reporting person's termination of employment with the Company.

Footnote F7

Includes 382.3913 shares of BOKF phantom stock not previously reported acquired under a BOKF dividend reinvestment plan.

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