Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| BOK FINANCIAL CORPBOKF · Entity 3635 | EVP, CFO | February 17, 2026 | February 19, 2026 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
BOK FINANCIAL CORP
Report date February 17, 2026 · Filed February 19, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 36,078 |
Ending reported balance
After 2026-02-18 transaction · row 4
4 source rows · reconciled sequenceRow 1 · 2026-02-17 · Grant · Acquired 5,983 · Balance 40,028 F1: Represents restricted stock which vests on January 16, 2029. 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. Row 2 · 2026-02-18 · Exercise / conversion · Acquired 2,461 · Balance 42,489 F2: Represents upward restricted stock adjustments based upon attainment of performance goals established pursuant to the BOKF Executive Incentive Plan for restricted stock awards made in 2023. Row 3 · 2026-02-18 · Tax withholding · Disposed 204.978 · Balance 42,284.022 Row 4 · 2026-02-18 · Disposition to issuer · Disposed 6,206.022 · Balance 36,078 F3: Prior to issuance, the reporting person elected to defer receipt of 6,411 shares of phantom stock (restricted stock units) issued on February 28, 2023; which such phantom stock vested on February 18, 2026. On vesting, 204.978 shares of the phantom stock were disposed of to pay the taxes on vesting. The remaining 6,206.022 shares of phantom stock remain held by the reporting person as a derivative security. |
| Phantom StockSEC Table II · derivative / convertible security | Direct | 21,391.9881 |
Reported balance
After 2026-02-18 transaction · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · 2026-02-18 · Grant · Acquired 6,206.022 · Balance 21,391.9881 F4: 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. F3: Prior to issuance, the reporting person elected to defer receipt of 6,411 shares of phantom stock (restricted stock units) issued on February 28, 2023; which such phantom stock vested on February 18, 2026. On vesting, 204.978 shares of the phantom stock were disposed of to pay the taxes on vesting. The remaining 6,206.022 shares of phantom stock remain held by the reporting person as a derivative security. F5: The phantom stock becomes payable upon the reporting person's termination of employment with the Company. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents restricted stock which vests on January 16, 2029. 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 upward restricted stock adjustments based upon attainment of performance goals established pursuant to the BOKF Executive Incentive Plan for restricted stock awards made in 2023.
F3: Prior to issuance, the reporting person elected to defer receipt of 6,411 shares of phantom stock (restricted stock units) issued on February 28, 2023; which such phantom stock vested on February 18, 2026. On vesting, 204.978 shares of the phantom stock were disposed of to pay the taxes on vesting. The remaining 6,206.022 shares of phantom stock remain held by the reporting person as a derivative security.
F4: 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.
F5: The phantom stock becomes payable upon the reporting person's termination of employment with the Company.
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| February 18, 2026 Filed Feb 19, 2026 23:33 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | GrantPhantom Stock · Derivative | 6,206.022 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001398210-26-000002 · primary_doc.xml · derivative · entry 5 Grunst Martin E · CIK 0001398210 · EVP, CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 21,391.9881 Underlying: Common Stock · 6,206.022 shares Expires not disclosed F4 · derivative.exercise_price: 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. F3 · price: Prior to issuance, the reporting person elected to defer receipt of 6,411 shares of phantom stock (restricted stock units) issued on February 28, 2023; which such phantom stock vested on February 18, 2026. On vesting, 204.978 shares of the phantom stock were disposed of to pay the taxes on vesting. The remaining 6,206.022 shares of phantom stock remain held by the reporting person as a derivative security. F5 · derivative.exercise_date: The phantom stock becomes payable upon the reporting person's termination of employment with the Company. F5 · derivative.expiration_date: The phantom stock becomes payable upon the reporting person's termination of employment with the Company. Read SEC document |
| February 18, 2026 Filed Feb 19, 2026 23:33 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | Disposition to issuerCommon Stock | 6,206.022 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001398210-26-000002 · primary_doc.xml · nonDerivative · entry 4 Grunst Martin E · CIK 0001398210 · EVP, CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 36,078 F3 · price: Prior to issuance, the reporting person elected to defer receipt of 6,411 shares of phantom stock (restricted stock units) issued on February 28, 2023; which such phantom stock vested on February 18, 2026. On vesting, 204.978 shares of the phantom stock were disposed of to pay the taxes on vesting. The remaining 6,206.022 shares of phantom stock remain held by the reporting person as a derivative security. Read SEC document |
| February 18, 2026 Filed Feb 19, 2026 23:33 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | Tax withholdingCommon Stock | 204.978 | $133.56 | $27,376.86 |
DisclosureSEC source: 0001398210-26-000002 · primary_doc.xml · nonDerivative · entry 3 Grunst Martin E · CIK 0001398210 · EVP, CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 42,284.022 Read SEC document |
| February 18, 2026 Filed Feb 19, 2026 23:33 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | Exercise / conversionCommon Stock | 2,461 | $0.00 | $0.00 |
DisclosureSEC source: 0001398210-26-000002 · primary_doc.xml · nonDerivative · entry 2 Grunst Martin E · CIK 0001398210 · EVP, CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 42,489 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · shares: Represents upward restricted stock adjustments based upon attainment of performance goals established pursuant to the BOKF Executive Incentive Plan for restricted stock awards made in 2023. Read SEC document |
| February 17, 2026 Filed Feb 19, 2026 23:33 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | GrantCommon Stock | 5,983 | $0.00 | $0.00 |
DisclosureSEC source: 0001398210-26-000002 · primary_doc.xml · nonDerivative · entry 1 Grunst Martin E · CIK 0001398210 · EVP, CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 40,028 F1 · shares: Represents restricted stock which vests on January 16, 2029. 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. Read SEC document |
| January 13, 2026 Filed Jan 15, 2026 22:35 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | GrantPhantom Stock · Derivative | 1,545.4005 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001398210-26-000001 · primary_doc.xml · derivative · entry 3 Grunst Martin E · CIK 0001398210 · EVP, CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,185.9661 Underlying: Common Stock · 1,545.4005 shares Expires not disclosed F2 · derivative.exercise_price: 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. F1 · price: Prior to issuance, the reporting person elected to defer receipt of 1,693 shares of phantom stock (restricted stock units) issued on February 28, 2023; which such phantom stock vested on January 13, 2026. On vesting, 147.5995 shares of the phantom stock were disposed of to pay the taxes on vesting. The remaining 1,545.4005 shares of phantom stock remain held by the reporting person as a derivative security. F3 · derivative.exercise_date: The phantom stock becomes payable upon the reporting person's termination of employment with the Company. F3 · derivative.expiration_date: The phantom stock becomes payable upon the reporting person's termination of employment with the Company. F4 · balance_after: Includes 150.8854 shares of BOKF phantom stock acquired under a BOKF dividend reinvestment plan since the date of the reporting person's last ownership report. Read SEC document |
| January 13, 2026 Filed Jan 15, 2026 22:35 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | Disposition to issuerCommon Stock | 1,545.4005 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001398210-26-000001 · primary_doc.xml · nonDerivative · entry 2 Grunst Martin E · CIK 0001398210 · EVP, CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 34,045 F1 · price: Prior to issuance, the reporting person elected to defer receipt of 1,693 shares of phantom stock (restricted stock units) issued on February 28, 2023; which such phantom stock vested on January 13, 2026. On vesting, 147.5995 shares of the phantom stock were disposed of to pay the taxes on vesting. The remaining 1,545.4005 shares of phantom stock remain held by the reporting person as a derivative security. Read SEC document |
| January 13, 2026 Filed Jan 15, 2026 22:35 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | Tax withholdingCommon Stock | 147.5995 | $122.64 | $18,101.60 |
DisclosureSEC source: 0001398210-26-000001 · primary_doc.xml · nonDerivative · entry 1 Grunst Martin E · CIK 0001398210 · EVP, CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 35,590.4005 Read SEC document |
| February 19, 2025 Filed Feb 21, 2025 01:34 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | GrantPhantom Stock · Derivative | 2,366.56 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001965021-25-000026 · primary_doc.xml · derivative · entry 6 Grunst Martin E · CIK 0001398210 · EVP, CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,489.6802 Underlying: Common Stock · 2,366.56 shares Expires not disclosed F5 · derivative.exercise_price: 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 · price: 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. F6 · derivative.exercise_date: The phantom stock becomes payable upon the reporting person's termination of employment with the Company. F6 · derivative.expiration_date: The phantom stock becomes payable upon the reporting person's termination of employment with the Company. F7 · balance_after: Includes 435.9513 shares of BOKF phantom stock not previously reported acquired under a BOKF dividend reinvestment plan. Read SEC document |
| February 19, 2025 Filed Feb 21, 2025 01:34 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | Disposition to issuerCommon Stock | 2,366.56 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001965021-25-000026 · primary_doc.xml · nonDerivative · entry 5 Grunst Martin E · CIK 0001398210 · EVP, CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 35,738 F4 · price: 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. Read SEC document |
| February 19, 2025 Filed Feb 21, 2025 01:34 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | Tax withholdingCommon Stock | 162.44 | $110.80 | $17,998.35 |
DisclosureSEC source: 0001965021-25-000026 · primary_doc.xml · nonDerivative · entry 4 Grunst Martin E · CIK 0001398210 · EVP, CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 38,104.56 Read SEC document |
| February 19, 2025 Filed Feb 21, 2025 01:34 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | Disposition to issuerCommon Stock | 272 | $0.00 | $0.00 |
DisclosureSEC source: 0001965021-25-000026 · primary_doc.xml · nonDerivative · entry 3 Grunst Martin E · CIK 0001398210 · EVP, CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 38,267 F3 · shares: 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. Read SEC document |
| February 18, 2025 Filed Feb 21, 2025 01:34 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | GrantCommon Stock | 288 | $0.00 | $0.00 |
DisclosureSEC source: 0001965021-25-000026 · primary_doc.xml · nonDerivative · entry 2 Grunst Martin E · CIK 0001398210 · EVP, CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 38,539 F2 · shares: Represents a one-time restricted stock award which vests on February 19, 2025. Read SEC document |
| February 18, 2025 Filed Feb 21, 2025 01:34 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | GrantCommon Stock | 6,196 | $0.00 | $0.00 |
DisclosureSEC source: 0001965021-25-000026 · primary_doc.xml · nonDerivative · entry 1 Grunst Martin E · CIK 0001398210 · EVP, CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 38,251 F1 · shares: 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. Read SEC document |
| January 14, 2025 Filed Jan 16, 2025 22:32 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | GrantPhantom Stock · Derivative | 1,043.337 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001965021-25-000010 · primary_doc.xml · derivative · entry 3 Grunst Martin E · CIK 0001398210 · EVP, CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,687.1689 Underlying: Common Stock · 1,043.337 shares Expires not disclosed F2 · derivative.exercise_price: 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. F1 · price: The reporting person elected to defer receipt of 1,165 shares of common stock issuable upon the exercise of stock options. 121.663 of the deferred shares were used to pay the exercise price and taxes upon the options. The reporting person elected to diversify the 1043.337 shares of BOKF phantom stock remaining after payment of the exercise price and taxes to alternative investments. F3 · derivative.exercise_date: The phantom stock becomes payable upon the reporting person's termination of employment with the Company. F3 · derivative.expiration_date: The phantom stock becomes payable upon the reporting person's termination of employment with the Company. F4 · balance_after: Includes 69.406 shares of BOKF phantom stock acquired under a BOKF dividend reinvestment plan since the date of the reporting person's last ownership report. Read SEC document |
| January 14, 2025 Filed Jan 16, 2025 22:32 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | Disposition to issuerCommon Stock | 1,043.337 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001965021-25-000010 · primary_doc.xml · nonDerivative · entry 2 Grunst Martin E · CIK 0001398210 · EVP, CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 32,055 F1 · price: The reporting person elected to defer receipt of 1,165 shares of common stock issuable upon the exercise of stock options. 121.663 of the deferred shares were used to pay the exercise price and taxes upon the options. The reporting person elected to diversify the 1043.337 shares of BOKF phantom stock remaining after payment of the exercise price and taxes to alternative investments. Read SEC document |
| January 14, 2025 Filed Jan 16, 2025 22:32 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | Tax withholdingCommon Stock | 121.663 | $109.44 | $13,314.80 |
DisclosureSEC source: 0001965021-25-000010 · primary_doc.xml · nonDerivative · entry 1 Grunst Martin E · CIK 0001398210 · EVP, CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 33,098.337 Read SEC document |
| February 21, 2024 Filed Feb 22, 2024 20:54 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | Disposition to issuerCommon Stock | 3,967 | $0.00 | $0.00 |
DisclosureSEC source: 0001965021-24-000035 · primary_doc.xml · nonDerivative · entry 2 Grunst Martin E · CIK 0001398210 · EVP, CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 33,220 F2 · shares: Represents forfeiture of unvested restricted stock based upon performance goals established pursuant to the BOKF Executive Incentive Plan for restricted stock awards made in 2021. Read SEC document |
| February 20, 2024 Filed Feb 22, 2024 20:54 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | GrantCommon Stock | 7,290 | $0.00 | $0.00 |
DisclosureSEC source: 0001965021-24-000035 · primary_doc.xml · nonDerivative · entry 1 Grunst Martin E · CIK 0001398210 · EVP, CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 37,187 F1 · shares: Represents restricted stock which vests on January 12, 2027. 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 the BOKF Executive Incentive Plan are not met. Read SEC document |
| January 08, 2024 Filed Jan 10, 2024 23:04 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | GrantPhantom Stock · Derivative | 1,522.46 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001965021-24-000003 · primary_doc.xml · derivative · entry 3 Grunst Martin E · CIK 0001398210 · EVP, CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,574.4259 Underlying: Common Stock · 1,522.46 shares Expires not disclosed F2 · derivative.exercise_price: 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. F1 · price: The reporting person elected to defer receipt of 1,700 shares of common stock issuable upon the exercise of stock options. 177.54 of the deferred shares were used to pay the exercise price and taxes on the options. The reporting person elected to diversify the 1,522.46 shares of BOKF phantom stock remaining after payment of the exercise price and taxes to alternative investments. F3 · derivative.exercise_date: The phantom stock becomes payable upon the reporting person's termination of employment with the Company. F3 · derivative.expiration_date: The phantom stock becomes payable upon the reporting person's termination of employment with the Company. F4 · balance_after: Includes 204.498 shares of BOKF phantom stock acquired under a BOKF dividend reinvestment plan since the date of the reporting person's last ownership report. Read SEC document |
| January 08, 2024 Filed Jan 10, 2024 23:04 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | Disposition to issuerCommon Stock | 1,522.46 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001965021-24-000003 · primary_doc.xml · nonDerivative · entry 2 Grunst Martin E · CIK 0001398210 · EVP, CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 29,897 F1 · price: The reporting person elected to defer receipt of 1,700 shares of common stock issuable upon the exercise of stock options. 177.54 of the deferred shares were used to pay the exercise price and taxes on the options. The reporting person elected to diversify the 1,522.46 shares of BOKF phantom stock remaining after payment of the exercise price and taxes to alternative investments. Read SEC document |
| January 08, 2024 Filed Jan 10, 2024 23:04 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | Tax withholdingCommon Stock | 177.54 | $85.16 | $15,119.31 |
DisclosureSEC source: 0001965021-24-000003 · primary_doc.xml · nonDerivative · entry 1 Grunst Martin E · CIK 0001398210 · EVP, CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 31,419.46 Read SEC document |
| May 09, 2023 Filed May 11, 2023 13:51 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | PurchaseCommon Stock | 1,000 | $77.00 | $76,995.00 |
DisclosureSEC source: 0001248915-23-000077 · primary_doc.xml · nonDerivative · entry 1 Grunst Martin E · CIK 0001398210 · EVP, CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 31,597 Read SEC document |
| May 01, 2023 Filed May 3, 2023 21:54 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | PurchaseCommon Stock | 600 | $84.09 | $50,455.20 |
DisclosureSEC source: 0001248915-23-000075 · primary_doc.xml · nonDerivative · entry 3 Grunst Martin E · CIK 0001398210 · EVP, CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 30,597 Read SEC document |
| May 01, 2023 Filed May 3, 2023 21:54 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | PurchaseCommon Stock | 124 | $84.06 | $10,423.81 |
DisclosureSEC source: 0001248915-23-000075 · primary_doc.xml · nonDerivative · entry 2 Grunst Martin E · CIK 0001398210 · EVP, CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 29,997 Read SEC document |
| May 01, 2023 Filed May 3, 2023 21:54 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | PurchaseCommon Stock | 276 | $84.01 | $23,185.38 |
DisclosureSEC source: 0001248915-23-000075 · primary_doc.xml · nonDerivative · entry 1 Grunst Martin E · CIK 0001398210 · EVP, CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 29,873 Read SEC document |
| March 01, 2023 Filed Mar 2, 2023 23:04 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | GrantCommon Stock | 5,643 | $0.00 | $0.00 |
DisclosureSEC source: 0001248915-23-000050 · primary_doc.xml · nonDerivative · entry 2 Grunst Martin E · CIK 0001398210 · EVP, Chief Risk Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,597 F2 · shares: 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. Read SEC document |
| February 28, 2023 Filed Mar 2, 2023 23:04 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | Disposition to issuerCommon Stock | 3,519 | $0.00 | $0.00 |
DisclosureSEC source: 0001248915-23-000050 · primary_doc.xml · nonDerivative · entry 1 Grunst Martin E · CIK 0001398210 · EVP, Chief Risk Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,954 F1 · shares: 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. Read SEC document |
| January 10, 2023 Filed Jan 12, 2023 22:04 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | GrantPhantom Stock · Derivative | 1,361 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001248915-23-000011 · primary_doc.xml · derivative · entry 3 Grunst Martin E · CIK 0001398210 · EVP, Chief Risk Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,726.7379 Underlying: Common Stock · 1,361 shares Expires not disclosed F2 · derivative.exercise_price: 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. F1 · price: The reporting person elected to defer receipt of 1,508 shares of common stock issuable upon the exercise of stock options. 147 of the deferred shares were used to pay the exercise price and taxes on the options. The reporting person elected to diversify the 1,361 shares of BOKF phantom stock remaining after payment of the exercise price and taxes to alternative investments. F3 · derivative.exercise_date: The Phantom Stock becomes payable upon the reporting person's termination of employment with the Company. F3 · derivative.expiration_date: The Phantom Stock becomes payable upon the reporting person's termination of employment with the Company. Read SEC document |
| January 10, 2023 Filed Jan 12, 2023 22:04 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | Disposition to issuerCommon Stock | 1,361 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001248915-23-000011 · primary_doc.xml · nonDerivative · entry 2 Grunst Martin E · CIK 0001398210 · EVP, Chief Risk Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,473 F1 · price: The reporting person elected to defer receipt of 1,508 shares of common stock issuable upon the exercise of stock options. 147 of the deferred shares were used to pay the exercise price and taxes on the options. The reporting person elected to diversify the 1,361 shares of BOKF phantom stock remaining after payment of the exercise price and taxes to alternative investments. Read SEC document |
| January 10, 2023 Filed Jan 12, 2023 22:04 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | Tax withholdingCommon Stock | 147 | $102.79 | $15,110.13 |
DisclosureSEC source: 0001248915-23-000011 · primary_doc.xml · nonDerivative · entry 1 Grunst Martin E · CIK 0001398210 · EVP, Chief Risk Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,834 Read SEC document |
| February 23, 2022 Filed Feb 25, 2022 00:55 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | GrantPhantom Stock · Derivative | 4,907.7777 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001248915-22-000065 · primary_doc.xml · derivative · entry 5 Grunst Martin E · CIK 0001398210 · EVP, Chief Risk Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,365.7379 Underlying: Common Stock · 4,907.7777 shares Expires not disclosed F4 · derivative.exercise_price: Each share of phantom stock represents a right to receive one share of common stock or, at BOKF's election, the cash value thereof. F3 · price: In connection with the vesting on February 23, 2022 of restricted stock units previously granted to the reporting person, the reporting person's receipt of 4,907.7777 shares of common stock was deferred, resulting in the reporting person's receipt instead of 4,907.7777 shares of phantom stock pursuant to BOKF's deferred compensation plan. The reporting person is therefore reporting the disposition of 4,907.7777 shares of common stock in exchange for an equal number of shares of phantom stock. F5 · derivative.exercise_date: The phantom stock becomes payable upon the reporting person's termination of employment with BOKF. F5 · derivative.expiration_date: The phantom stock becomes payable upon the reporting person's termination of employment with BOKF. Read SEC document |
| February 23, 2022 Filed Feb 25, 2022 00:55 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | Disposition to issuerCommon Stock | 4,907.7777 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001248915-22-000065 · primary_doc.xml · nonDerivative · entry 4 Grunst Martin E · CIK 0001398210 · EVP, Chief Risk Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,981 F3 · price: In connection with the vesting on February 23, 2022 of restricted stock units previously granted to the reporting person, the reporting person's receipt of 4,907.7777 shares of common stock was deferred, resulting in the reporting person's receipt instead of 4,907.7777 shares of phantom stock pursuant to BOKF's deferred compensation plan. The reporting person is therefore reporting the disposition of 4,907.7777 shares of common stock in exchange for an equal number of shares of phantom stock. Read SEC document |
| February 23, 2022 Filed Feb 25, 2022 00:55 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | Tax withholdingCommon Stock | 165.2223 | $100.25 | $16,563.54 |
DisclosureSEC source: 0001248915-22-000065 · primary_doc.xml · nonDerivative · entry 3 Grunst Martin E · CIK 0001398210 · EVP, Chief Risk Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,888.7777 Read SEC document |
| February 23, 2022 Filed Feb 25, 2022 00:55 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | Exercise / conversionCommon Stock | 1,370 | $0.00 | $0.00 |
DisclosureSEC source: 0001248915-22-000065 · primary_doc.xml · nonDerivative · entry 2 Grunst Martin E · CIK 0001398210 · EVP, Chief Risk Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 34,054 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · shares: Represents upward restricted stock adjustments based upon attainment of performance goals established pursuant to the BOKF Executive Incentive Plan for restricted stock awards made in 2019. Read SEC document |
| February 22, 2022 Filed Feb 25, 2022 00:55 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | GrantCommon Stock | 3,882 | $0.00 | $0.00 |
DisclosureSEC source: 0001248915-22-000065 · primary_doc.xml · nonDerivative · entry 1 Grunst Martin E · CIK 0001398210 · EVP, Chief Risk Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,684 F1 · shares: Represents restricted stock which vests on January 14, 2025. 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. Read SEC document |
| January 11, 2022 Filed Jan 13, 2022 22:34 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | GrantPhantom Stock · Derivative | 1,457.9602 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001248915-22-000024 · primary_doc.xml · derivative · entry 3 Grunst Martin E · CIK 0001398210 · EVP, Chief Risk Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,457.9602 Underlying: Common Stock · 1,457.9602 shares Expires not disclosed F2 · derivative.exercise_price: Each share of phantom stock represents a right to receive one share of common stock or, at BOKF's election, the cash value thereof. F1 · price: In connection with the vesting on January 11, 2022 of restricted stock units previously granted to the reporting person, the reporting person's receipt of 1457.960232 shares of common stock was deferred, resulting in the reporting person's receipt instead of 1457.960232 shares of phantom stock pursuant to BOKF's deferred compensation plan. The reporting person is therefore reporting the disposition of 1457.960232 shares of common stock in exchange for an equal number of shares of phantom stock. F3 · derivative.exercise_date: The phantom stock becomes payable upon the reporting person's termination of employment with BOKF. F3 · derivative.expiration_date: The phantom stock becomes payable upon the reporting person's termination of employment with BOKF. Read SEC document |
| January 11, 2022 Filed Jan 13, 2022 22:34 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | Disposition to issuerCommon Stock | 1,457.9602 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001248915-22-000024 · primary_doc.xml · nonDerivative · entry 2 Grunst Martin E · CIK 0001398210 · EVP, Chief Risk Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,802 F1 · price: In connection with the vesting on January 11, 2022 of restricted stock units previously granted to the reporting person, the reporting person's receipt of 1457.960232 shares of common stock was deferred, resulting in the reporting person's receipt instead of 1457.960232 shares of phantom stock pursuant to BOKF's deferred compensation plan. The reporting person is therefore reporting the disposition of 1457.960232 shares of common stock in exchange for an equal number of shares of phantom stock. Read SEC document |
| January 11, 2022 Filed Jan 13, 2022 22:34 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | Tax withholdingCommon Stock | 129.0398 | $112.15 | $14,471.81 |
DisclosureSEC source: 0001248915-22-000024 · primary_doc.xml · nonDerivative · entry 1 Grunst Martin E · CIK 0001398210 · EVP, Chief Risk Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,259.9602 Read SEC document |
| February 24, 2021 Filed Feb 25, 2021 23:22 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | Tax withholdingCommon Stock | 2,252 | $90.07 | $202,837.64 |
DisclosureSEC source: 0001248915-21-000052 · primary_doc.xml · nonDerivative · entry 3 Grunst Martin E · CIK 0001398210 · EVP, Chief Risk Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,389 Read SEC document |
| February 24, 2021 Filed Feb 25, 2021 23:22 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | Exercise / conversionCommon Stock | 1,711 | $0.00 | $0.00 |
DisclosureSEC source: 0001248915-21-000052 · primary_doc.xml · nonDerivative · entry 2 Grunst Martin E · CIK 0001398210 · EVP, Chief Risk Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,641 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · shares: Represents upward restricted stock adjustments based upon attainment of performance goals established pursuant to the BOKF Executive Incentive Plan for restricted stock awards made in 2018. Read SEC document |
| February 23, 2021 Filed Feb 25, 2021 23:22 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | GrantCommon Stock | 5,667 | $0.00 | $0.00 |
DisclosureSEC source: 0001248915-21-000052 · primary_doc.xml · nonDerivative · entry 1 Grunst Martin E · CIK 0001398210 · EVP, Chief Risk Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,930 F1 · shares: Represents restricted stock which vests on January 8, 2024. 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. Read SEC document |
| January 12, 2021 Filed Jan 14, 2021 00:39 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | Tax withholdingCommon Stock | 693 | $77.69 | $53,839.17 |
DisclosureSEC source: 0001248915-21-000025 · primary_doc.xml · nonDerivative · entry 1 Grunst Martin E · CIK 0001398210 · EVP, Chief Risk Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,370 Read SEC document |
| May 01, 2020 Filed May 4, 2020 20:03 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | PurchaseCommon Stock | 500 | $49.10 | $24,548.00 |
DisclosureSEC source: 0001248915-20-000080 · primary_doc.xml · nonDerivative · entry 1 Grunst Martin E · CIK 0001398210 · EVP, Chief Risk Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,063 Read SEC document |
| April 29, 2020 Filed Apr 30, 2020 19:21 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | PurchaseCommon Stock | 500 | $53.79 | $26,895.00 |
DisclosureSEC source: 0001248915-20-000078 · primary_doc.xml · nonDerivative · entry 1 Grunst Martin E · CIK 0001398210 · EVP, Chief Risk Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,563 Read SEC document |
| February 26, 2020 Filed Feb 27, 2020 23:04 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | Tax withholdingCommon Stock | 2,289 | $77.36 | $177,077.04 |
DisclosureSEC source: 0001248915-20-000048 · primary_doc.xml · nonDerivative · entry 3 Grunst Martin E · CIK 0001398210 · EVP, Chief Risk Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,063 Read SEC document |
| February 26, 2020 Filed Feb 27, 2020 23:04 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | Exercise / conversionCommon Stock | 2,437 | $0.00 | $0.00 |
DisclosureSEC source: 0001248915-20-000048 · primary_doc.xml · nonDerivative · entry 2 Grunst Martin E · CIK 0001398210 · EVP, Chief Risk Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,352 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · shares: Represents shares of common stock of the Issuer acquired upon the vesting of restricted stock. Read SEC document |
| February 25, 2020 Filed Feb 27, 2020 23:04 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | GrantCommon Stock | 5,027 | $0.00 | $0.00 |
DisclosureSEC source: 0001248915-20-000048 · primary_doc.xml · nonDerivative · entry 1 Grunst Martin E · CIK 0001398210 · EVP, Chief Risk Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,915 F1 · shares: Represents restricted stock which vests on January 10, 2023. 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. Read SEC document |
| January 13, 2020 Filed Jan 15, 2020 19:38 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | Tax withholdingCommon Stock | 1,213 | $86.16 | $104,512.08 |
DisclosureSEC source: 0001248915-20-000024 · primary_doc.xml · nonDerivative · entry 1 Grunst Martin E · CIK 0001398210 · EVP, Chief Risk Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,888 Read SEC document |
| February 26, 2019 Filed Feb 28, 2019 17:53 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | GrantCommon Stock | 5,290 | $0.00 | $0.00 |
DisclosureSEC source: 0001248915-19-000059 · primary_doc.xml · nonDerivative · entry 1 Grunst Martin E · CIK 0001398210 · EVP, Chief Risk Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,101 F1 · shares: Represents restricted stock which vests on January 11, 2022. 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. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.