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BOK FINANCIAL CORP — Director's Dealing 2025
Feb 20, 2025
30809_dirs_2025-02-20_5e5b632d-df95-4a31-bb63-e955360b8fe7.zip
Director's Dealing
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SEC Form 4 — Statement of Changes in Beneficial Ownership
Issuer: BOK FINANCIAL CORP (BOKF)
CIK: 0000875357
Period of Report: 2025-02-18
Reporting Person: Maun Marc (EVP - Regional Banking)
Non-Derivative Transactions
| Date | Security | Code | Shares | Price | A/D | Holdings After | Ownership |
|---|---|---|---|---|---|---|---|
| 2025-02-18 | Common Stock | A | 6213 | — | Acquired | 32692 | Direct |
| 2025-02-18 | Common Stock | A | 328 | — | Acquired | 33020 | Direct |
| 2025-02-19 | Common Stock | D | 310 | — | Disposed | 32710 | Direct |
| 2025-02-19 | Common Stock | F | 185.48 | $110.8 | Disposed | 32524.52 | Direct |
| 2025-02-19 | Common Stock | D | 2699.52 | — | Disposed | 29825 | Direct |
Derivative Transactions
| Date | Security | Exercise Price | Code | Shares | A/D | Expiration | Underlying | Ownership |
|---|---|---|---|---|---|---|---|---|
| 2025-02-19 | Phantom Stock | $ | A | 2699.52 | Acquired | Common Stock (2699.52) | Direct |
Holdings (Non-Derivative)
| Security | Shares | Ownership |
|---|---|---|
| Common Stock | 8991 | Indirect |
| Common Stock | 140.3099 | Indirect |
Footnotes
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 2,789 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.
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 382.3913 shares of BOKF phantom stock not previously reported acquired under a BOKF dividend reinvestment plan.