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.
Key filing fact
Ownership activity is grounded in SEC Form 4 disclosures.
Shares, units, or other non-derivative securities reported in this filing.
Award
Award
Disposed to Issuer
Tax liability
Disposed to Issuer
No transaction description listed
No transaction description listed
Options, warrants, convertible securities, or similar derivative positions disclosed in the filing.
Award
Additional SEC filing notes
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.