Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| BOK FINANCIAL CORPBOKF · Entity 3635 | EVP, Chief Information Officer | February 17, 2026 | February 20, 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 20, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 16,325.472 |
Ending reported balance
After 2026-02-18 transaction · row 4
4 source rows · reconciled sequenceRow 1 · 2026-02-17 · Grant · Acquired 2,873 · Balance 18,787.472 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 1,534 · Balance 20,321.472 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 126.644 · Balance 20,194.828 Row 4 · 2026-02-18 · Disposition to issuer · Disposed 3,869.356 · Balance 16,325.472 F3: Prior to issuance, the reporting person elected to defer receipt of 3,996 shares of phantom stock (restricted stock units) issued on February 28, 2023; which such phantom stock vested on February 18, 2026. On vesting, 126.644 shares of the phantom stock were disposed of to pay the taxes on vesting. The remaining 3,869.356 shares of phantom stock remain held by the reporting person as a derivative security. |
| Phantom StockSEC Table II · derivative / convertible security | Direct | 11,200.2089 |
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 3,869.356 · Balance 11,200.2089 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 3,996 shares of phantom stock (restricted stock units) issued on February 28, 2023; which such phantom stock vested on February 18, 2026. On vesting, 126.644 shares of the phantom stock were disposed of to pay the taxes on vesting. The remaining 3,869.356 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 3,996 shares of phantom stock (restricted stock units) issued on February 28, 2023; which such phantom stock vested on February 18, 2026. On vesting, 126.644 shares of the phantom stock were disposed of to pay the taxes on vesting. The remaining 3,869.356 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 20, 2026 00:12 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | GrantPhantom Stock · Derivative | 3,869.356 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001760987-26-000002 · primary_doc.xml · derivative · entry 5 Martin Derek · CIK 0001760987 · EVP, Chief Information Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,200.2089 Underlying: Common Stock · 3,869.356 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 3,996 shares of phantom stock (restricted stock units) issued on February 28, 2023; which such phantom stock vested on February 18, 2026. On vesting, 126.644 shares of the phantom stock were disposed of to pay the taxes on vesting. The remaining 3,869.356 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 20, 2026 00:12 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | Disposition to issuerCommon Stock | 3,869.356 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001760987-26-000002 · primary_doc.xml · nonDerivative · entry 4 Martin Derek · CIK 0001760987 · EVP, Chief Information Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 16,325.472 F3 · price: Prior to issuance, the reporting person elected to defer receipt of 3,996 shares of phantom stock (restricted stock units) issued on February 28, 2023; which such phantom stock vested on February 18, 2026. On vesting, 126.644 shares of the phantom stock were disposed of to pay the taxes on vesting. The remaining 3,869.356 shares of phantom stock remain held by the reporting person as a derivative security. Read SEC document |
| February 18, 2026 Filed Feb 20, 2026 00:12 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | Tax withholdingCommon Stock | 126.644 | $133.56 | $16,914.57 |
DisclosureSEC source: 0001760987-26-000002 · primary_doc.xml · nonDerivative · entry 3 Martin Derek · CIK 0001760987 · EVP, Chief Information Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 20,194.828 Read SEC document |
| February 18, 2026 Filed Feb 20, 2026 00:12 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | Exercise / conversionCommon Stock | 1,534 | $0.00 | $0.00 |
DisclosureSEC source: 0001760987-26-000002 · primary_doc.xml · nonDerivative · entry 2 Martin Derek · CIK 0001760987 · EVP, Chief Information Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 20,321.472 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 20, 2026 00:12 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | GrantCommon Stock | 2,873 | $0.00 | $0.00 |
DisclosureSEC source: 0001760987-26-000002 · primary_doc.xml · nonDerivative · entry 1 Martin Derek · CIK 0001760987 · EVP, Chief Information Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 18,787.472 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 22:44 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | GrantPhantom Stock · Derivative | 945.194 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001760987-26-000001 · primary_doc.xml · derivative · entry 3 Martin Derek · CIK 0001760987 · EVP, Chief Information Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,330.8529 Underlying: Common Stock · 945.194 shares Expires not disclosed F3 · 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. F2 · price: Prior to issuance, the reporting person elected to defer receipt of 1,055 shares of phantom stock (restricted stock units) issued on February 28, 2023; which such phantom stock vested on January 13, 2026. On vesting, 109.806 shares of the phantom stock were disposed of to pay the taxes on vesting. The remaining 945.194 shares of phantom stock remain held by the reporting person as a derivative security. F4 · derivative.exercise_date: The phantom stock becomes payable upon the reporting person's termination of employment with the Company. F4 · derivative.expiration_date: The phantom stock becomes payable upon the reporting person's termination of employment with the Company. F5 · balance_after: Includes 359.6526 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 22:44 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | Disposition to issuerCommon Stock | 945.194 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001760987-26-000001 · primary_doc.xml · nonDerivative · entry 2 Martin Derek · CIK 0001760987 · EVP, Chief Information Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,914.472 F2 · price: Prior to issuance, the reporting person elected to defer receipt of 1,055 shares of phantom stock (restricted stock units) issued on February 28, 2023; which such phantom stock vested on January 13, 2026. On vesting, 109.806 shares of the phantom stock were disposed of to pay the taxes on vesting. The remaining 945.194 shares of phantom stock remain held by the reporting person as a derivative security. Read SEC document |
| January 13, 2026 Filed Jan 15, 2026 22:44 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | Tax withholdingCommon Stock | 109.806 | $122.64 | $13,466.61 |
DisclosureSEC source: 0001760987-26-000001 · primary_doc.xml · nonDerivative · entry 1 Martin Derek · CIK 0001760987 · EVP, Chief Information Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 16,859.666 F1 · balance_after: Includes 114.35 shares of BOKF common stock acquired under a BOKF dividend reinvestment plan since the date of the reporting person's last ownership report. Read SEC document |
| February 19, 2025 Filed Feb 20, 2025 22:28 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | Tax withholdingCommon Stock | 855 | $110.80 | $94,734.00 |
DisclosureSEC source: 0001965021-25-000021 · primary_doc.xml · nonDerivative · entry 4 Martin Derek · CIK 0001760987 · EVP, Chief Information Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 16,855.122 Read SEC document |
| February 19, 2025 Filed Feb 20, 2025 22:28 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | Disposition to issuerCommon Stock | 190 | $0.00 | $0.00 |
DisclosureSEC source: 0001965021-25-000021 · primary_doc.xml · nonDerivative · entry 3 Martin Derek · CIK 0001760987 · EVP, Chief Information Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 17,710.122 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 20, 2025 22:28 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | GrantCommon Stock | 201 | $0.00 | $0.00 |
DisclosureSEC source: 0001965021-25-000021 · primary_doc.xml · nonDerivative · entry 2 Martin Derek · CIK 0001760987 · EVP, Chief Information Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 17,900.122 F2 · shares: Represents a one-time restricted stock award which vests on February 19, 2025. Read SEC document |
| February 18, 2025 Filed Feb 20, 2025 22:28 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | GrantCommon Stock | 3,399 | $0.00 | $0.00 |
DisclosureSEC source: 0001965021-25-000021 · primary_doc.xml · nonDerivative · entry 1 Martin Derek · CIK 0001760987 · EVP, Chief Information Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 17,699.122 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 22:07 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | Tax withholdingCommon Stock | 280 | $109.44 | $30,643.20 |
DisclosureSEC source: 0001965021-25-000005 · primary_doc.xml · nonDerivative · entry 1 Martin Derek · CIK 0001760987 · EVP, Chief Information Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 14,300.122 F1 · balance_after: Includes 85.934 shares of BOKF common stock acquired under a BOKF dividend reinvestment plan since the date of the reporting person's last ownership report. Read SEC document |
| February 21, 2024 Filed Feb 22, 2024 21:14 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | Disposition to issuerCommon Stock | 2,768 | $0.00 | $0.00 |
DisclosureSEC source: 0001965021-24-000039 · primary_doc.xml · nonDerivative · entry 2 Martin Derek · CIK 0001760987 · EVP, Chief Information Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 14,494.188 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 21:14 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | GrantCommon Stock | 4,533 | $0.00 | $0.00 |
DisclosureSEC source: 0001965021-24-000039 · primary_doc.xml · nonDerivative · entry 1 Martin Derek · CIK 0001760987 · EVP, Chief Information Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 17,262.188 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 23:23 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | GrantPhantom Stock · Derivative | 1,062.139 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001965021-24-000007 · primary_doc.xml · derivative · entry 3 Martin Derek · CIK 0001760987 · EVP, Chief Information Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,026.0063 Underlying: Common Stock · 1,062.139 shares Expires not disclosed F3 · 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. F2 · price: The reporting person elected to defer receipt of 1,186 shares of common stock issuable upon the exercise of stock options. 123.861 of the deferred shares were used to pay the exercise price and taxes on the options. The reporting person elected to diversify the 1,062.139 shares of BOKF phantom stock remaining after payment of the exercise price and taxes to alternative investments. F4 · derivative.exercise_date: The phantom stock becomes payable upon the reporting person's termination of employment with the Company. F4 · derivative.expiration_date: The phantom stock becomes payable upon the reporting person's termination of employment with the Company. F5 · balance_after: Includes 126.069 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 23:23 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | Disposition to issuerCommon Stock | 1,062.139 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001965021-24-000007 · primary_doc.xml · nonDerivative · entry 2 Martin Derek · CIK 0001760987 · EVP, Chief Information Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,729.188 F2 · price: The reporting person elected to defer receipt of 1,186 shares of common stock issuable upon the exercise of stock options. 123.861 of the deferred shares were used to pay the exercise price and taxes on the options. The reporting person elected to diversify the 1,062.139 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 23:23 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | Tax withholdingCommon Stock | 123.861 | $85.16 | $10,548.00 |
DisclosureSEC source: 0001965021-24-000007 · primary_doc.xml · nonDerivative · entry 1 Martin Derek · CIK 0001760987 · EVP, Chief Information Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,791.327 F1 · balance_after: Includes 77.457 shares of BOKF common stock acquired under a BOKF dividend reinvestment plan since the date of the reporting person's last ownership report. Read SEC document |
| March 01, 2023 Filed Mar 2, 2023 23:19 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | GrantCommon Stock | 3,517 | $0.00 | $0.00 |
DisclosureSEC source: 0001248915-23-000052 · primary_doc.xml · nonDerivative · entry 2 Martin Derek · CIK 0001760987 · EVP, Chief Information Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,837.731 F3 · 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 23:19 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | Disposition to issuerCommon Stock | 2,455 | $0.00 | $0.00 |
DisclosureSEC source: 0001248915-23-000052 · primary_doc.xml · nonDerivative · entry 1 Martin Derek · CIK 0001760987 · EVP, Chief Information Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,320.731 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. F2 · balance_after: Includes 19.097 shares of BOKF common stock acquired on February 24, 2023 through a BOK Financial Corporation dividend reinvestment plan in which Mr. Martin is a participant. Read SEC document |
| January 10, 2023 Filed Jan 12, 2023 22:10 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | GrantPhantom Stock · Derivative | 942 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001248915-23-000012 · primary_doc.xml · derivative · entry 3 Martin Derek · CIK 0001760987 · EVP, Chief Information Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,765.4243 Underlying: Common Stock · 942 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 1,052 shares of common stock issuable upon the exercise of stock options. 110 of the deferred shares were used to pay the exercise price and taxes on the options. The reporting person elected to diversify the 942 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 22:10 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | Disposition to issuerCommon Stock | 942 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001248915-23-000012 · primary_doc.xml · nonDerivative · entry 2 Martin Derek · CIK 0001760987 · EVP, Chief Information Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,756.634 F1 · price: The reporting person elected to defer receipt of 1,052 shares of common stock issuable upon the exercise of stock options. 110 of the deferred shares were used to pay the exercise price and taxes on the options. The reporting person elected to diversify the 942 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 22:10 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | Tax withholdingCommon Stock | 110 | $102.79 | $11,306.90 |
DisclosureSEC source: 0001248915-23-000012 · primary_doc.xml · nonDerivative · entry 1 Martin Derek · CIK 0001760987 · EVP, Chief Information Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,698.634 Read SEC document |
| November 25, 2022 Filed Nov 29, 2022 22:01 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | OtherCommon Stock | 18.634 | $0.00 | $0.00 |
DisclosureSEC source: 0001248915-22-000158 · primary_doc.xml · nonDerivative · entry 1 Martin Derek · CIK 0001760987 · EVP, Chief Information Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,808.634 F1 · kind: These shares were acquired through a BOK Financial Corporation dividend reinvestment plan in which Mr. Martin is a participant. Read SEC document |
| February 23, 2022 Filed Feb 25, 2022 01:21 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | GrantPhantom Stock · Derivative | 2,965.475 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001248915-22-000068 · primary_doc.xml · derivative · entry 5 Martin Derek · CIK 0001760987 · EVP - Consumer Banking 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,823.4243 Underlying: Common Stock · 2,965.475 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 2,965.4750 shares of common stock was deferred, resulting in the reporting person's receipt instead of 2,965.4750 shares of phantom stock pursuant to BOKF's deferred compensation plan. The reporting person is therefore reporting the disposition of 2,965.4750 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 01:21 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | Disposition to issuerCommon Stock | 2,965.475 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001248915-22-000068 · primary_doc.xml · nonDerivative · entry 4 Martin Derek · CIK 0001760987 · EVP - Consumer Banking 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,790 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 2,965.4750 shares of common stock was deferred, resulting in the reporting person's receipt instead of 2,965.4750 shares of phantom stock pursuant to BOKF's deferred compensation plan. The reporting person is therefore reporting the disposition of 2,965.4750 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 01:21 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | Tax withholdingCommon Stock | 96.525 | $100.25 | $9,676.63 |
DisclosureSEC source: 0001248915-22-000068 · primary_doc.xml · nonDerivative · entry 3 Martin Derek · CIK 0001760987 · EVP - Consumer Banking 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,755.475 Read SEC document |
| February 23, 2022 Filed Feb 25, 2022 01:21 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | Exercise / conversionCommon Stock | 827 | $0.00 | $0.00 |
DisclosureSEC source: 0001248915-22-000068 · primary_doc.xml · nonDerivative · entry 2 Martin Derek · CIK 0001760987 · EVP - Consumer Banking 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,852 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. 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 01:21 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | GrantCommon Stock | 2,708 | $0.00 | $0.00 |
DisclosureSEC source: 0001248915-22-000068 · primary_doc.xml · nonDerivative · entry 1 Martin Derek · CIK 0001760987 · EVP - Consumer Banking 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,025 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 22:57 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | GrantCommon Stock · Derivative | 857.9493 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001248915-22-000027 · primary_doc.xml · derivative · entry 3 Martin Derek · CIK 0001760987 · EVP - Consumer Banking 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 857.9493 Underlying: Common Stock · 857.9493 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 857.9493 shares of common stock was deferred, resulting in the reporting person's receipt instead of 857.9493 shares of phantom stock pursuant to BOKF's deferred compensation plan. The reporting person is therefore reporting the disposition of 857.9493 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 22:57 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | Disposition to issuerCommon Stock | 857.9493 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001248915-22-000027 · primary_doc.xml · nonDerivative · entry 2 Martin Derek · CIK 0001760987 · EVP - Consumer Banking 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,317 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 857.9493 shares of common stock was deferred, resulting in the reporting person's receipt instead of 857.9493 shares of phantom stock pursuant to BOKF's deferred compensation plan. The reporting person is therefore reporting the disposition of 857.9493 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 22:57 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | Tax withholdingCommon Stock | 100.0507 | $112.15 | $11,220.69 |
DisclosureSEC source: 0001248915-22-000027 · primary_doc.xml · nonDerivative · entry 1 Martin Derek · CIK 0001760987 · EVP - Consumer Banking 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,174.9493 Read SEC document |
| February 24, 2021 Filed Feb 25, 2021 23:57 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | Tax withholdingCommon Stock | 141 | $90.07 | $12,699.87 |
DisclosureSEC source: 0001248915-21-000055 · primary_doc.xml · nonDerivative · entry 3 Martin Derek · CIK 0001760987 · EVP - Consumer Banking 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,275 Read SEC document |
| February 24, 2021 Filed Feb 25, 2021 23:57 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | Exercise / conversionCommon Stock | 144 | $0.00 | $0.00 |
DisclosureSEC source: 0001248915-21-000055 · primary_doc.xml · nonDerivative · entry 2 Martin Derek · CIK 0001760987 · EVP - Consumer Banking 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,416 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 23:57 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | GrantCommon Stock | 3,954 | $0.00 | $0.00 |
DisclosureSEC source: 0001248915-21-000055 · primary_doc.xml · nonDerivative · entry 1 Martin Derek · CIK 0001760987 · EVP - Consumer Banking 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,272 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 00:45 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | Tax withholdingCommon Stock | 272 | $77.69 | $21,131.68 |
DisclosureSEC source: 0001248915-21-000028 · primary_doc.xml · nonDerivative · entry 1 Martin Derek · CIK 0001760987 · EVP - Consumer Banking 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,086 Read SEC document |
| February 26, 2020 Filed Feb 27, 2020 23:28 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | Tax withholdingCommon Stock | 187 | $77.36 | $14,466.32 |
DisclosureSEC source: 0001248915-20-000051 · primary_doc.xml · nonDerivative · entry 3 Martin Derek · CIK 0001760987 · EVP - Consumer Banking 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,358 Read SEC document |
| February 26, 2020 Filed Feb 27, 2020 23:28 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | Exercise / conversionCommon Stock | 299 | $0.00 | $0.00 |
DisclosureSEC source: 0001248915-20-000051 · primary_doc.xml · nonDerivative · entry 2 Martin Derek · CIK 0001760987 · EVP - Consumer Banking 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,545 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 23:28 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | GrantCommon Stock | 3,507 | $0.00 | $0.00 |
DisclosureSEC source: 0001248915-20-000051 · primary_doc.xml · nonDerivative · entry 1 Martin Derek · CIK 0001760987 · EVP - Consumer Banking 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,246 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 19:47 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | Tax withholdingCommon Stock | 312 | $86.16 | $26,881.92 |
DisclosureSEC source: 0001248915-20-000027 · primary_doc.xml · nonDerivative · entry 1 Martin Derek · CIK 0001760987 · EVP - Consumer Banking 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,739 Read SEC document |
| February 26, 2019 Filed Feb 28, 2019 18:04 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | GrantCommon Stock | 3,193 | $0.00 | $0.00 |
DisclosureSEC source: 0001248915-19-000062 · primary_doc.xml · nonDerivative · entry 1 Martin Derek · CIK 0001760987 · EVP - Consumer Banking 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,051 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 |
| February 26, 2019 Filed Feb 12, 2021 21:05 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | Disposition to issuerCommon Stock | 768 | $0.00 | $0.00 |
DisclosureSEC source: 0001248915-21-000043 · primary_doc.xml · nonDerivative · entry 1 Martin Derek · CIK 0001760987 · EVP - Consumer Banking 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,590 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 22:52 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | Tax withholdingCommon Stock | 267 | $77.66 | $20,735.22 |
DisclosureSEC source: 0001248915-19-000029 · primary_doc.xml · nonDerivative · entry 1 Martin Derek · CIK 0001760987 · EVP - Consumer Banking 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,510 Read SEC document |
| January 14, 2019 Filed Feb 14, 2019 22:06 UTC Amendment | BOK FINANCIAL CORP BOKF · Entity 3635 | Tax withholdingCommon Stock | 267 | $77.66 | $20,735.22 |
DisclosureSEC source: 0001248915-19-000051 · primary_doc.xml · nonDerivative · entry 1 Martin Derek · CIK 0001760987 · EVP - Consumer Banking 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,858 F1 · balance_after: This Form 4 is being filed to correct the Amount of Securities Beneficially Owned Following Reported Transactions 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.