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 26, 2019 Filed Feb 12, 2021 20:39 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | Disposition to issuerCommon Stock | 1,107 | $0.00 | $0.00 |
DisclosureSEC source: 0001248915-21-000040 · 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: 25,956 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 2016. Read SEC document |
| January 14, 2019 Filed Jan 15, 2019 22:35 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | Tax withholdingCommon Stock | 575 | $77.66 | $44,654.50 |
DisclosureSEC source: 0001248915-19-000026 · 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: 16,978 Read SEC document |
| January 10, 2019 Filed Jan 11, 2019 23:41 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | Tax withholdingCommon Stock | 242 | $78.05 | $18,888.10 |
DisclosureSEC source: 0001248915-19-000004 · 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: 17,553 Read SEC document |
| December 14, 2018 Filed Dec 17, 2018 19:48 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | Exercise / conversion2011 Stock Options · Derivative | 419 | $0.00 Strike: $55.94 | $0.00 |
DisclosureSEC source: 0001248915-18-000151 · primary_doc.xml · derivative · entry 2 Grunst Martin E · CIK 0001398210 · EVP, Chief Risk Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 419 shares Expires not disclosed 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. F1 · derivative.exercise_date: For options granted in any one year, one-seventh of the options of such grant vest and become exercisable on the grant date of the anniversary each year commencing on the first anniversary after the grant. F2 · derivative.expiration_date: Options expire 3 years after vesting. Read SEC document |
| December 14, 2018 Filed Dec 17, 2018 19:48 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | Exercise / conversionCommon Stock | 419 | $55.94 | $23,438.86 |
DisclosureSEC source: 0001248915-18-000151 · 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: 17,795 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. Read SEC document |
| March 02, 2018 Filed Mar 7, 2018 00:43 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | Tax withholdingCommon Stock | 487 | $96.36 | $46,926.01 |
DisclosureSEC source: 0001248915-18-000061 · 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: 17,376 Read SEC document |
| March 02, 2018 Filed Feb 14, 2019 21:27 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | Disposition to issuerCommon Stock | 167 | $0.00 | $0.00 |
DisclosureSEC source: 0001248915-19-000047 · 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: 17,628 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 2015. Read SEC document |
| January 12, 2018 Filed Jan 17, 2018 00:40 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | GrantCommon Stock | 4,420 | $0.00 | $0.00 |
DisclosureSEC source: 0001248915-18-000033 · 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: 17,863 F1 · shares: Represents restricted stock which vests 3 years from the date of grant. 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 09, 2018 Filed Jan 11, 2018 23:36 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | Tax withholdingCommon Stock | 612 | $93.62 | $57,295.44 |
DisclosureSEC source: 0001248915-18-000005 · 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: 13,443 Read SEC document |
| March 09, 2017 Filed Mar 13, 2017 21:19 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | GrantCommon Stock | 462 | $0.00 | $0.00 |
DisclosureSEC source: 0001248915-17-000064 · 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: 14,055 F1 · shares: Represents restricted stock which vests on January 10, 2019. Shares are subject to forfeiture upon termination of employment prior to vesting. Read SEC document |
| February 28, 2017 Filed Mar 1, 2017 21:04 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | Disposition to issuerCommon Stock | 1,165 | $0.00 | $0.00 |
DisclosureSEC source: 0001248915-17-000060 · 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: 13,593 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 2014. Read SEC document |
| January 13, 2017 Filed Jan 17, 2017 22:27 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | GrantCommon Stock | 4,874 | $0.00 | $0.00 |
DisclosureSEC source: 0001248915-17-000019 · 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: 14,689 F1 · shares: Represents restricted stock which vests 5 years from the date of grant. 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, 2017 Filed Jan 17, 2017 22:27 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | Tax withholdingCommon Stock | 801 | $83.50 | $66,883.50 |
DisclosureSEC source: 0001248915-17-000019 · 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: 9,815 Read SEC document |
| January 10, 2017 Filed Jan 12, 2017 22:51 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | Tax withholdingCommon Stock | 609 | $83.24 | $50,693.16 |
DisclosureSEC source: 0001248915-17-000007 · 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: 10,616 Read SEC document |
| November 09, 2016 Filed Nov 14, 2016 16:56 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | Exercise / conversion2011 Stock Options · Derivative | 627 | $0.00 Strike: $55.94 | $0.00 |
DisclosureSEC source: 0001248915-16-000245 · 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: 0 Underlying: Common Stock · 627 shares Expires not disclosed 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. F1 · derivative.exercise_date: For options granted in any one year, one-seventh of the options of such grant vest and become exercisable on the grant date of the anniversary each year commencing on the first anniversary after the grant. F2 · derivative.expiration_date: Options expire 3 years after vesting. Read SEC document |
| November 09, 2016 Filed Nov 14, 2016 16:56 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | Tax withholdingCommon Stock | 627 | $73.09 | $45,825.67 |
DisclosureSEC source: 0001248915-16-000245 · 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: 11,225 Read SEC document |
| November 09, 2016 Filed Nov 14, 2016 16:56 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | Exercise / conversionCommon Stock | 627 | $55.94 | $35,074.38 |
DisclosureSEC source: 0001248915-16-000245 · 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: 11,852 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. Read SEC document |
| November 09, 2016 Filed Feb 14, 2017 16:34 UTC Amendment | BOK FINANCIAL CORP BOKF · Entity 3635 | Tax withholdingCommon Stock | 558 | $73.09 | $40,782.66 |
DisclosureSEC source: 0001248915-17-000045 · 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: 11,294 F1 · shares: This Form 4 is being filed to correct the Securities Disposed in Column 4 due to a scrivener's error. 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.