Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| BOK FINANCIAL CORPBOKF · Entity 3635 | EVP - Regional Banking | February 18, 2025 | February 21, 2025 |
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 18, 2025 · Filed February 21, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 29,825 |
Ending reported balance
After 2025-02-19 transaction · row 5
5 source rows · reconciled sequenceRow 1 · 2025-02-18 · Grant · Acquired 6,213 · Balance 32,692 F1: Represents restricted stock which vests on January 17, 2028. Shares are subject to forfeiture (i) upon termination of employment prior to vesting, and (ii) if certain performance earnings per share targets established pursuant to BOKF Executive Incentive Plan are not met. Row 2 · 2025-02-18 · Grant · Acquired 328 · Balance 33,020 F2: Represents a one-time restricted stock award which vests on February 19, 2025. Row 3 · 2025-02-19 · Disposition to issuer · Disposed 310 · Balance 32,710 F3: Represents downward restricted stock adjustments based upon attainment of performance goals established pursuant to the BOKF Executive Incentive Plan for restricted stock awards made in 2022. Row 4 · 2025-02-19 · Tax withholding · Disposed 185.48 · Balance 32,524.52 Row 5 · 2025-02-19 · Disposition to issuer · Disposed 2,699.52 · Balance 29,825 F4: The reporting person elected to defer receipt of 2,789 shares of common stock issuable upon the exercise of stock options. 89.48 of the deferred shares were used to pay the exercise price and taxes on the options. The reporting person elected to diversify the 2,699.52 shares of BOKF phantom stock remaining after payment of the exercise price and taxes to alternative investments. |
| Phantom StockSEC Table II · derivative / convertible security | Direct | 12,239.9542 |
Reported balance
After 2025-02-19 transaction · row 8
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 8 · 2025-02-19 · Grant · Acquired 2,699.52 · Balance 12,239.9542 F5: Each share of phantom stock represents a right to receive one share of common stock, or at the Company's election, the cash value thereof. F4: The reporting person elected to defer receipt of 2,789 shares of common stock issuable upon the exercise of stock options. 89.48 of the deferred shares were used to pay the exercise price and taxes on the options. The reporting person elected to diversify the 2,699.52 shares of BOKF phantom stock remaining after payment of the exercise price and taxes to alternative investments. F6: The phantom stock becomes payable upon the reporting person's termination of employment with the Company. F7: Includes 382.3913 shares of BOKF phantom stock not previously reported acquired under a BOKF dividend reinvestment plan. |
| Common StockSEC Table I · non-derivative | IndirectMarc Christopher Maun Revocable Trust (1997) | 8,991 |
Reported balance
Holding disclosure · report date 2025-02-18 · row 6
Holding and transaction disclosures are not merged.
1 source rowRow 6 · Balance 8,991 |
| Common StockSEC Table I · non-derivative | Indirectby 401(k) Plan | 140.3099 |
Reported balance
Holding disclosure · report date 2025-02-18 · row 7
Holding and transaction disclosures are not merged.
1 source rowRow 7 · Balance 140.3099 |
Filing footnotes · ownership attribution and instrument terms
F1: Represents restricted stock which vests on January 17, 2028. Shares are subject to forfeiture (i) upon termination of employment prior to vesting, and (ii) if certain performance earnings per share targets established pursuant to BOKF Executive Incentive Plan are not met.
F2: Represents a one-time restricted stock award which vests on February 19, 2025.
F3: Represents downward restricted stock adjustments based upon attainment of performance goals established pursuant to the BOKF Executive Incentive Plan for restricted stock awards made in 2022.
F4: The reporting person elected to defer receipt of 2,789 shares of common stock issuable upon the exercise of stock options. 89.48 of the deferred shares were used to pay the exercise price and taxes on the options. The reporting person elected to diversify the 2,699.52 shares of BOKF phantom stock remaining after payment of the exercise price and taxes to alternative investments.
F5: Each share of phantom stock represents a right to receive one share of common stock, or at the Company's election, the cash value thereof.
F6: The phantom stock becomes payable upon the reporting person's termination of employment with the Company.
F7: Includes 382.3913 shares of BOKF phantom stock not previously reported acquired under a BOKF dividend reinvestment plan.
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 19, 2025 Filed Feb 21, 2025 01:46 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | GrantPhantom Stock · Derivative | 2,699.52 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001965021-25-000027 · primary_doc.xml · derivative · entry 8 Maun Marc · CIK 0001386983 · EVP - Regional Banking 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,239.9542 Underlying: Common Stock · 2,699.52 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 2,789 shares of common stock issuable upon the exercise of stock options. 89.48 of the deferred shares were used to pay the exercise price and taxes on the options. The reporting person elected to diversify the 2,699.52 shares of BOKF phantom stock remaining after payment of the exercise price and taxes to alternative investments. 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 382.3913 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 01:46 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | Disposition to issuerCommon Stock | 2,699.52 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001965021-25-000027 · primary_doc.xml · nonDerivative · entry 5 Maun Marc · CIK 0001386983 · EVP - Regional Banking 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 29,825 F4 · price: The reporting person elected to defer receipt of 2,789 shares of common stock issuable upon the exercise of stock options. 89.48 of the deferred shares were used to pay the exercise price and taxes on the options. The reporting person elected to diversify the 2,699.52 shares of BOKF phantom stock remaining after payment of the exercise price and taxes to alternative investments. Read SEC document |
| February 19, 2025 Filed Feb 21, 2025 01:46 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | Tax withholdingCommon Stock | 185.48 | $110.80 | $20,551.18 |
DisclosureSEC source: 0001965021-25-000027 · primary_doc.xml · nonDerivative · entry 4 Maun Marc · CIK 0001386983 · EVP - Regional Banking 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 32,524.52 Read SEC document |
| February 19, 2025 Filed Feb 21, 2025 01:46 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | Disposition to issuerCommon Stock | 310 | $0.00 | $0.00 |
DisclosureSEC source: 0001965021-25-000027 · primary_doc.xml · nonDerivative · entry 3 Maun Marc · CIK 0001386983 · EVP - Regional Banking 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 32,710 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 01:46 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | GrantCommon Stock | 328 | $0.00 | $0.00 |
DisclosureSEC source: 0001965021-25-000027 · primary_doc.xml · nonDerivative · entry 2 Maun Marc · CIK 0001386983 · EVP - Regional Banking 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 33,020 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 01:46 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | GrantCommon Stock | 6,213 | $0.00 | $0.00 |
DisclosureSEC source: 0001965021-25-000027 · primary_doc.xml · nonDerivative · entry 1 Maun Marc · CIK 0001386983 · EVP - Regional Banking 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 32,692 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 22:40 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | GrantPhantom Stock · Derivative | 1,189.308 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001965021-25-000011 · primary_doc.xml · derivative · entry 5 Maun Marc · CIK 0001386983 · EVP - Regional Banking 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,158.0429 Underlying: Common Stock · 1,189.308 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. F1 · price: The reporting person elected to defer receipt of 1,328 shares of common stock issuable upon the exercise of stock options. 138.692 of the deferred shares were used to pay the exercise price and taxes on the options. The reporting person elected to diversify the 1,189.308 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 79.117 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 22:40 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | Disposition to issuerCommon Stock | 1,189.308 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001965021-25-000011 · primary_doc.xml · nonDerivative · entry 2 Maun Marc · CIK 0001386983 · EVP - Regional Banking 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 26,479 F1 · price: The reporting person elected to defer receipt of 1,328 shares of common stock issuable upon the exercise of stock options. 138.692 of the deferred shares were used to pay the exercise price and taxes on the options. The reporting person elected to diversify the 1,189.308 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 22:40 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | Tax withholdingCommon Stock | 138.692 | $109.44 | $15,178.45 |
DisclosureSEC source: 0001965021-25-000011 · primary_doc.xml · nonDerivative · entry 1 Maun Marc · CIK 0001386983 · EVP - Regional Banking 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 27,668.308 Read SEC document |
| February 21, 2024 Filed Feb 22, 2024 21:24 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | Disposition to issuerCommon Stock | 3,255 | $0.00 | $0.00 |
DisclosureSEC source: 0001965021-24-000040 · primary_doc.xml · nonDerivative · entry 2 Maun Marc · CIK 0001386983 · EVP - Regional Banking 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 27,807 F3 · 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 21:24 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | GrantCommon Stock | 8,583 | $0.00 | $0.00 |
DisclosureSEC source: 0001965021-24-000040 · primary_doc.xml · nonDerivative · entry 1 Maun Marc · CIK 0001386983 · EVP - Regional Banking 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 31,062 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. F2 · balance_after: The reporting person transferred 3,198 shares indirectly held by Marc Christopher Maun Revocable Trust (1997) to direct holdings. Read SEC document |
| January 08, 2024 Filed Jan 10, 2024 23:31 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | GrantPhantom Stock · Derivative | 1,249.327 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001965021-24-000008 · primary_doc.xml · derivative · entry 5 Maun Marc · CIK 0001386983 · EVP - Regional Banking 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,889.6299 Underlying: Common Stock · 1,249.327 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. F1 · price: The reporting person elected to defer receipt of 1,395 shares of common stock issuable upon the exercise of stock options. 145.673 of the deferred shares were used to pay the exercise price and taxes on the options. The reporting person elected to diversify the 1,249.327 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 168.645 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 23:31 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | Disposition to issuerCommon Stock | 1,249.327 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001965021-24-000008 · primary_doc.xml · nonDerivative · entry 2 Maun Marc · CIK 0001386983 · EVP - Regional Banking 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 19,281 F1 · price: The reporting person elected to defer receipt of 1,395 shares of common stock issuable upon the exercise of stock options. 145.673 of the deferred shares were used to pay the exercise price and taxes on the options. The reporting person elected to diversify the 1,249.327 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 23:31 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | Tax withholdingCommon Stock | 145.673 | $85.16 | $12,405.51 |
DisclosureSEC source: 0001965021-24-000008 · primary_doc.xml · nonDerivative · entry 1 Maun Marc · CIK 0001386983 · EVP - Regional Banking 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 20,530.327 Read SEC document |
| March 01, 2023 Filed Mar 2, 2023 23:11 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | GrantCommon Stock | 6,292 | $0.00 | $0.00 |
DisclosureSEC source: 0001248915-23-000051 · primary_doc.xml · nonDerivative · entry 2 Maun Marc · CIK 0001386983 · EVP - Regional Banking 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,676 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 23:11 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | Disposition to issuerCommon Stock | 2,887 | $0.00 | $0.00 |
DisclosureSEC source: 0001248915-23-000051 · primary_doc.xml · nonDerivative · entry 1 Maun Marc · CIK 0001386983 · EVP - Regional Banking 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,384 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 22:18 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | GrantPhantom Stock · Derivative | 1,107 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001248915-23-000013 · primary_doc.xml · derivative · entry 5 Maun Marc · CIK 0001386983 · EVP - Regional Banking 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,371.8579 Underlying: Common Stock · 1,107 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 1,237 shares of common stock issuable upon the exercise of stock options. 130 of the deferred shares were used to pay the exercise price and taxes on the options. The reporting person elected to diversify the 1,107 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 22:18 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | Disposition to issuerCommon Stock | 1,107 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001248915-23-000013 · primary_doc.xml · nonDerivative · entry 2 Maun Marc · CIK 0001386983 · EVP - Regional Banking 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,271 F1 · price: The reporting person elected to defer receipt of 1,237 shares of common stock issuable upon the exercise of stock options. 130 of the deferred shares were used to pay the exercise price and taxes on the options. The reporting person elected to diversify the 1,107 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 22:18 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | Tax withholdingCommon Stock | 130 | $102.79 | $13,362.70 |
DisclosureSEC source: 0001248915-23-000013 · primary_doc.xml · nonDerivative · entry 1 Maun Marc · CIK 0001386983 · EVP - Regional Banking 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,378 Read SEC document |
| November 08, 2022 Filed Nov 9, 2022 16:43 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | SaleCommon Stock | 2,012 | $105.47 | $212,199.00 |
DisclosureSEC source: 0001248915-22-000155 · primary_doc.xml · nonDerivative · entry 1 Maun Marc · CIK 0001386983 · EVP - Regional Banking 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,508 F1 · price: The reporting person undertakes to provide to BOK Financial Corporation, any security holder of BOK Financial Corporation, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in footnote (2) to this Form 4. F2 · price: The price reported in Column 4 is a weighted price. The shares were sold in multiple transactions at prices ranging from $105.41 - $105.54, inclusive. Read SEC document |
| March 11, 2022 Filed Mar 15, 2022 19:39 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | SaleCommon Stock | 1,000 | $101.61 | $101,610.00 |
DisclosureSEC source: 0001248915-22-000076 · primary_doc.xml · nonDerivative · entry 1 Maun Marc · CIK 0001386983 · EVP - Regional Banking 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,520 Read SEC document |
| February 23, 2022 Filed Feb 25, 2022 01:33 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | GrantPhantom Stock · Derivative | 4,069.9907 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001248915-22-000069 · primary_doc.xml · derivative · entry 7 Maun Marc · CIK 0001386983 · EVP - Regional Banking 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,264.8579 Underlying: Common Stock · 4,069.9907 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 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 4,069.9907 shares of common stock was deferred, resulting in the reporting person's receipt instead of 4,069.9907 shares of phantom stock pursuant to BOKF's deferred compensation plan. The reporting person is therefore reporting the disposition of 4,069.9907 shares of common stock in exchange for an equal number of shares of phantom stock. F6 · derivative.exercise_date: The phantom stock becomes payable upon the reporting person's termination of employment with BOKF. F6 · 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 01:33 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | Disposition to issuerCommon Stock | 4,069.9907 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001248915-22-000069 · primary_doc.xml · nonDerivative · entry 4 Maun Marc · CIK 0001386983 · EVP - Regional Banking 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,520 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 4,069.9907 shares of common stock was deferred, resulting in the reporting person's receipt instead of 4,069.9907 shares of phantom stock pursuant to BOKF's deferred compensation plan. The reporting person is therefore reporting the disposition of 4,069.9907 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 01:33 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | Tax withholdingCommon Stock | 137.0093 | $100.25 | $13,735.18 |
DisclosureSEC source: 0001248915-22-000069 · primary_doc.xml · nonDerivative · entry 3 Maun Marc · CIK 0001386983 · EVP - Regional Banking 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,589.9907 Read SEC document |
| February 23, 2022 Filed Feb 25, 2022 01:33 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | Exercise / conversionCommon Stock | 1,136 | $0.00 | $0.00 |
DisclosureSEC source: 0001248915-22-000069 · primary_doc.xml · nonDerivative · entry 2 Maun Marc · CIK 0001386983 · EVP - Regional Banking 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,727 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 01:33 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | GrantCommon Stock | 4,427 | $0.00 | $0.00 |
DisclosureSEC source: 0001248915-22-000069 · primary_doc.xml · nonDerivative · entry 1 Maun Marc · CIK 0001386983 · EVP - Regional Banking 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,591 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 23:15 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | GrantPhantom Stock · Derivative | 1,194.8672 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001248915-22-000028 · primary_doc.xml · derivative · entry 4 Maun Marc · CIK 0001386983 · EVP - Regional Banking 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,194.8672 Underlying: Common Stock · 1,194.8672 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 1194.8672 shares of common stock was deferred, resulting in the reporting person's receipt instead of 1194.8672 shares of phantom stock pursuant to BOKF's deferred compensation plan. The reporting person is therefore reporting the disposition of 1194.8672 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 23:15 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | Disposition to issuerCommon Stock | 1,194.8672 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001248915-22-000028 · primary_doc.xml · nonDerivative · entry 2 Maun Marc · CIK 0001386983 · EVP - Regional Banking 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,164 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 1194.8672 shares of common stock was deferred, resulting in the reporting person's receipt instead of 1194.8672 shares of phantom stock pursuant to BOKF's deferred compensation plan. The reporting person is therefore reporting the disposition of 1194.8672 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 23:15 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | Tax withholdingCommon Stock | 121.1328 | $112.15 | $13,585.04 |
DisclosureSEC source: 0001248915-22-000028 · primary_doc.xml · nonDerivative · entry 1 Maun Marc · CIK 0001386983 · EVP - Regional Banking 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,358.8672 Read SEC document |
| November 12, 2021 Filed Nov 15, 2021 22:52 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | GiftCommon Stock | 641 | $0.00 | $0.00 |
DisclosureSEC source: 0001248915-21-000115 · primary_doc.xml · nonDerivative · entry 1 Maun Marc · CIK 0001386983 · EVP, Chief Credit Officer 10b5-1 filing: Not disclosed Ownership: Indirect · Marc Christopher Maun Revocable Trust (1997) Disclosed balance after: 12,189 F1 · kind: The transaction reported involved a gift by the reporting person of 641 shares of common stock to a charitable donor advised fund. Read SEC document |
| March 09, 2021 Filed Mar 10, 2021 18:08 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | SaleCommon Stock | 1,982 | $93.20 | $184,722.40 |
DisclosureSEC source: 0001248915-21-000065 · primary_doc.xml · nonDerivative · entry 2 Maun Marc · CIK 0001386983 · EVP, Chief Credit Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,480 Read SEC document |
| March 09, 2021 Filed Mar 10, 2021 18:08 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | SaleCommon Stock | 200 | $93.11 | $18,622.00 |
DisclosureSEC source: 0001248915-21-000065 · primary_doc.xml · nonDerivative · entry 1 Maun Marc · CIK 0001386983 · EVP, Chief Credit Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,462 Read SEC document |
| February 24, 2021 Filed Feb 26, 2021 00:04 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | Tax withholdingCommon Stock | 1,460 | $90.07 | $131,502.20 |
DisclosureSEC source: 0001248915-21-000056 · primary_doc.xml · nonDerivative · entry 3 Maun Marc · CIK 0001386983 · EVP, Chief Credit Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,662 Read SEC document |
| February 24, 2021 Filed Feb 26, 2021 00:04 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | Exercise / conversionCommon Stock | 1,175 | $0.00 | $0.00 |
DisclosureSEC source: 0001248915-21-000056 · primary_doc.xml · nonDerivative · entry 2 Maun Marc · CIK 0001386983 · EVP, Chief Credit Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,122 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 26, 2021 00:04 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | GrantCommon Stock | 4,650 | $0.00 | $0.00 |
DisclosureSEC source: 0001248915-21-000056 · primary_doc.xml · nonDerivative · entry 1 Maun Marc · CIK 0001386983 · EVP, Chief Credit Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,947 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 |
| February 05, 2021 Filed Feb 8, 2021 20:17 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | Exercise / conversion2012 Stock Options · Derivative | 872 | $0.00 Strike: $58.76 | $0.00 |
DisclosureSEC source: 0001248915-21-000033 · primary_doc.xml · derivative · entry 3 Maun Marc · CIK 0001386983 · EVP, Chief Credit Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 872 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. F3 · 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. F4 · derivative.expiration_date: Options expire 3 years after vesting. Read SEC document |
| February 05, 2021 Filed Feb 8, 2021 20:17 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | Tax withholdingCommon Stock | 761 | $80.68 | $61,397.18 |
DisclosureSEC source: 0001248915-21-000033 · primary_doc.xml · nonDerivative · entry 2 Maun Marc · CIK 0001386983 · EVP, Chief Credit Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,712 F1 · price: The reporting person undertakes to provide to BOK Financial Corporation, any security holder of BOK Financial Corporation, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in footnote (2) to this Form 4. F2 · price: The price reported in Column 4 is a weighted price. The shares were sold in multiple transactions at prices ranging from $80.65 - $80.712, inclusive. Read SEC document |
| February 05, 2021 Filed Feb 8, 2021 20:17 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | Exercise / conversionCommon Stock | 872 | $58.76 | $51,238.72 |
DisclosureSEC source: 0001248915-21-000033 · primary_doc.xml · nonDerivative · entry 1 Maun Marc · CIK 0001386983 · EVP, Chief Credit Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,473 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 |
| January 12, 2021 Filed Jan 14, 2021 00:47 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | Tax withholdingCommon Stock | 477 | $77.69 | $37,058.13 |
DisclosureSEC source: 0001248915-21-000029 · primary_doc.xml · nonDerivative · entry 1 Maun Marc · CIK 0001386983 · EVP, Chief Credit Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,601 Read SEC document |
| December 31, 2020 Filed Feb 12, 2021 21:15 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | OtherCommon Stock | 128.6296 | $0.00 | $0.00 |
DisclosureSEC source: 0001248915-21-000044 · primary_doc.xml · nonDerivative · entry 2 Maun Marc · CIK 0001386983 · EVP, Chief Credit Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,791.6296 F2 · kind: These shares are related to the BOK Thrift Plan for which employees own investment units which hold BOKF common stock. F3 · balance_after: 128.6296 shares are related to Mr. Maun's BOK Thrift Plan holdings only. Mr. Maun also owns 19,663 shares directly as of 12/31/2020. Read SEC document |
| November 09, 2020 Filed Nov 10, 2020 17:31 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | Exercise / conversion2012 Stock Options · Derivative | 871 | $0.00 Strike: $58.76 | $0.00 |
DisclosureSEC source: 0001248915-20-000122 · primary_doc.xml · derivative · entry 6 Maun Marc · CIK 0001386983 · EVP, Chief Credit Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 872 Underlying: Common Stock · 871 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, 2020 Filed Nov 10, 2020 17:31 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | Exercise / conversion2011 Stock Options · Derivative | 298 | $0.00 Strike: $55.94 | $0.00 |
DisclosureSEC source: 0001248915-20-000122 · primary_doc.xml · derivative · entry 5 Maun Marc · CIK 0001386983 · EVP, Chief Credit Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 298 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, 2020 Filed Nov 10, 2020 17:31 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | Tax withholdingCommon Stock | 816 | $67.02 | $54,684.24 |
DisclosureSEC source: 0001248915-20-000122 · primary_doc.xml · nonDerivative · entry 4 Maun Marc · CIK 0001386983 · EVP, Chief Credit Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,078 Read SEC document |
| November 09, 2020 Filed Nov 10, 2020 17:31 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | Exercise / conversionCommon Stock | 871 | $58.76 | $51,179.96 |
DisclosureSEC source: 0001248915-20-000122 · primary_doc.xml · nonDerivative · entry 3 Maun Marc · CIK 0001386983 · EVP, Chief Credit Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,894 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, 2020 Filed Nov 10, 2020 17:31 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | Tax withholdingCommon Stock | 274 | $66.79 | $18,300.46 |
DisclosureSEC source: 0001248915-20-000122 · primary_doc.xml · nonDerivative · entry 2 Maun Marc · CIK 0001386983 · EVP, Chief Credit Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,023 Read SEC document |
| November 09, 2020 Filed Nov 10, 2020 17:31 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | Exercise / conversionCommon Stock | 298 | $55.94 | $16,670.12 |
DisclosureSEC source: 0001248915-20-000122 · primary_doc.xml · nonDerivative · entry 1 Maun Marc · CIK 0001386983 · EVP, Chief Credit Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,297 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 |
| February 26, 2020 Filed Feb 27, 2020 23:35 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | Tax withholdingCommon Stock | 2,237 | $77.36 | $173,054.32 |
DisclosureSEC source: 0001248915-20-000052 · primary_doc.xml · nonDerivative · entry 3 Maun Marc · CIK 0001386983 · EVP, Chief Credit Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,803 Read SEC document |
| February 26, 2020 Filed Feb 27, 2020 23:35 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | Exercise / conversionCommon Stock | 2,389 | $0.00 | $0.00 |
DisclosureSEC source: 0001248915-20-000052 · primary_doc.xml · nonDerivative · entry 2 Maun Marc · CIK 0001386983 · EVP, Chief Credit Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,040 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 26, 2020 Filed Feb 28, 2020 21:20 UTC Amendment | BOK FINANCIAL CORP BOKF · Entity 3635 | Tax withholdingCommon Stock | 2,237 | $77.36 | $173,054.32 |
DisclosureSEC source: 0001248915-20-000056 · primary_doc.xml · nonDerivative · entry 3 Maun Marc · CIK 0001386983 · EVP, Chief Credit Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,999 F3 · 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 |
| February 26, 2020 Filed Feb 28, 2020 21:20 UTC Amendment | BOK FINANCIAL CORP BOKF · Entity 3635 | Exercise / conversionCommon Stock | 2,389 | $0.00 | $0.00 |
DisclosureSEC source: 0001248915-20-000056 · primary_doc.xml · nonDerivative · entry 2 Maun Marc · CIK 0001386983 · EVP, Chief Credit Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,236 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. F3 · 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.