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 25, 2020 Filed Feb 27, 2020 23:35 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | GrantCommon Stock | 4,124 | $0.00 | $0.00 |
DisclosureSEC source: 0001248915-20-000052 · primary_doc.xml · nonDerivative · entry 1 Maun Marc · CIK 0001386983 · EVP, Chief Credit Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,651 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 |
| February 25, 2020 Filed Feb 28, 2020 21:20 UTC Amendment | BOK FINANCIAL CORP BOKF · Entity 3635 | GrantCommon Stock | 4,124 | $0.00 | $0.00 |
DisclosureSEC source: 0001248915-20-000056 · primary_doc.xml · nonDerivative · entry 1 Maun Marc · CIK 0001386983 · EVP, Chief Credit Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,847 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. 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 |
| January 13, 2020 Filed Jan 15, 2020 19:52 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | Tax withholdingCommon Stock | 536 | $86.16 | $46,181.76 |
DisclosureSEC source: 0001248915-20-000028 · primary_doc.xml · nonDerivative · entry 1 Maun Marc · CIK 0001386983 · EVP, Chief Credit Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,527 Read SEC document |
| December 31, 2019 Filed Feb 14, 2020 18:42 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | OtherCommon Stock | 123.4989 | $0.00 | $0.00 |
DisclosureSEC source: 0001248915-20-000039 · primary_doc.xml · nonDerivative · entry 3 Maun Marc · CIK 0001386983 · EVP, Chief Credit Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,382.4989 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: 123.4989 shares are related to Mr. Maun's BOK Thrift Plan holdings only. Mr. Maun also owns 19,259 shares directly as of 12/31/2019. Read SEC document |
| December 31, 2019 Filed Feb 14, 2020 18:42 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | OtherCommon Stock | 196 | $0.00 | $0.00 |
DisclosureSEC source: 0001248915-20-000039 · primary_doc.xml · nonDerivative · entry 2 Maun Marc · CIK 0001386983 · EVP, Chief Credit Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,259 F1 · kind: Mr. Maun transferred 196 shares from Marc Christopher Maun Revocable Trust to directly held. Read SEC document |
| December 31, 2019 Filed Feb 14, 2020 18:42 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | OtherCommon Stock | 196 | $0.00 | $0.00 |
DisclosureSEC source: 0001248915-20-000039 · 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 Disclosed balance after: 12,830 F1 · kind: Mr. Maun transferred 196 shares from Marc Christopher Maun Revocable Trust to directly held. Read SEC document |
| September 16, 2019 Filed Sep 17, 2019 22:28 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | Exercise / conversion2012 Stock Options · Derivative | 871 | $0.00 Strike: $58.76 | $0.00 |
DisclosureSEC source: 0001248915-19-000108 · primary_doc.xml · derivative · entry 9 Maun Marc · CIK 0001386983 · EVP, Chief Credit Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 871 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 |
| September 16, 2019 Filed Sep 17, 2019 22:28 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | Exercise / conversion2011 Stock Options · Derivative | 298 | $0.00 Strike: $55.94 | $0.00 |
DisclosureSEC source: 0001248915-19-000108 · primary_doc.xml · derivative · entry 8 Maun Marc · CIK 0001386983 · EVP, Chief Credit Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 298 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 |
| September 16, 2019 Filed Sep 17, 2019 22:28 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | Exercise / conversion2010 Stock Options · Derivative | 318 | $0.00 Strike: $48.30 | $0.00 |
DisclosureSEC source: 0001248915-19-000108 · primary_doc.xml · derivative · entry 7 Maun Marc · CIK 0001386983 · EVP, Chief Credit Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 318 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 |
| September 16, 2019 Filed Sep 17, 2019 22:28 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | Tax withholdingCommon Stock | 739 | $82.58 | $61,022.93 |
DisclosureSEC source: 0001248915-19-000108 · primary_doc.xml · nonDerivative · entry 6 Maun Marc · CIK 0001386983 · EVP, Chief Credit Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,063 Read SEC document |
| September 16, 2019 Filed Sep 17, 2019 22:28 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | Tax withholdingCommon Stock | 249 | $82.58 | $20,561.18 |
DisclosureSEC source: 0001248915-19-000108 · primary_doc.xml · nonDerivative · entry 5 Maun Marc · CIK 0001386983 · EVP, Chief Credit Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,802 Read SEC document |
| September 16, 2019 Filed Sep 17, 2019 22:28 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | Tax withholdingCommon Stock | 250 | $82.61 | $20,652.50 |
DisclosureSEC source: 0001248915-19-000108 · primary_doc.xml · nonDerivative · entry 4 Maun Marc · CIK 0001386983 · EVP, Chief Credit Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,051 Read SEC document |
| September 16, 2019 Filed Sep 17, 2019 22:28 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | Exercise / conversionCommon Stock | 871 | $58.76 | $51,179.96 |
DisclosureSEC source: 0001248915-19-000108 · primary_doc.xml · nonDerivative · entry 3 Maun Marc · CIK 0001386983 · EVP, Chief Credit Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,301 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 |
| September 16, 2019 Filed Sep 17, 2019 22:28 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | Exercise / conversionCommon Stock | 298 | $55.94 | $16,670.12 |
DisclosureSEC source: 0001248915-19-000108 · primary_doc.xml · nonDerivative · entry 2 Maun Marc · CIK 0001386983 · EVP, Chief Credit Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,430 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 |
| September 16, 2019 Filed Sep 17, 2019 22:28 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | Exercise / conversionCommon Stock | 318 | $48.30 | $15,359.40 |
DisclosureSEC source: 0001248915-19-000108 · primary_doc.xml · nonDerivative · entry 1 Maun Marc · CIK 0001386983 · EVP, Chief Credit Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,132 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 |
| June 20, 2019 Filed Jun 24, 2019 21:37 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | GiftCommon Stock | 705 | $0.00 | $0.00 |
DisclosureSEC source: 0001248915-19-000086 · primary_doc.xml · nonDerivative · entry 1 Maun Marc · CIK 0001386983 · EVP, Chief Credit Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,814 F1 · kind: The transaction reported involved a gift by the reporting person of 705 shares of common stock to a charitable donor advised fund. Read SEC document |
| February 26, 2019 Filed Feb 28, 2019 18:08 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | GrantCommon Stock | 4,387 | $0.00 | $0.00 |
DisclosureSEC source: 0001248915-19-000063 · primary_doc.xml · nonDerivative · entry 1 Maun Marc · CIK 0001386983 · EVP, Chief Credit Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,519 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 21:15 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | Disposition to issuerCommon Stock | 3,415 | $0.00 | $0.00 |
DisclosureSEC source: 0001248915-21-000044 · primary_doc.xml · nonDerivative · entry 1 Maun Marc · CIK 0001386983 · EVP, Chief Credit Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,663 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 23:02 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | Tax withholdingCommon Stock | 744 | $77.66 | $57,779.04 |
DisclosureSEC source: 0001248915-19-000030 · primary_doc.xml · nonDerivative · entry 1 Maun Marc · CIK 0001386983 · EVP, Chief Credit Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,803 Read SEC document |
| January 10, 2019 Filed Jan 11, 2019 23:46 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | Tax withholdingCommon Stock | 202 | $78.05 | $15,766.10 |
DisclosureSEC source: 0001248915-19-000005 · primary_doc.xml · nonDerivative · entry 1 Maun Marc · CIK 0001386983 · EVP, Chief Credit Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,547 Read SEC document |
| December 31, 2018 Filed Feb 14, 2019 22:12 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | OtherCommon Stock | 121.5049 | $0.00 | $0.00 |
DisclosureSEC source: 0001248915-19-000052 · primary_doc.xml · nonDerivative · entry 3 Maun Marc · CIK 0001386983 · EVP, Chief Credit Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,199.5049 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: 121.5049 shares are related to Mr. Maun's BOK Thrift Plan holdings only. Mr. Maun also owns 16,078 shares directly as of 12/31/2018. Read SEC document |
| March 02, 2018 Filed Mar 7, 2018 00:54 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | Tax withholdingCommon Stock | 471 | $96.36 | $45,384.29 |
DisclosureSEC source: 0001248915-18-000064 · primary_doc.xml · nonDerivative · entry 1 Maun Marc · CIK 0001386983 · EVP, Chief Credit Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,749 Read SEC document |
| March 02, 2018 Filed Feb 14, 2019 22:12 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | Disposition to issuerCommon Stock | 161 | $0.00 | $0.00 |
DisclosureSEC source: 0001248915-19-000052 · primary_doc.xml · nonDerivative · entry 2 Maun Marc · CIK 0001386983 · EVP, Chief Credit Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,078 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 |
| February 23, 2018 Filed Feb 14, 2019 22:12 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | GiftCommon Stock | 510 | $95.62 | $48,766.20 |
DisclosureSEC source: 0001248915-19-000052 · primary_doc.xml · nonDerivative · entry 1 Maun Marc · CIK 0001386983 · EVP, Chief Credit Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,239 Read SEC document |
| February 12, 2018 Filed Feb 15, 2018 00:32 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | Exercise / conversion2012 Stock Options · Derivative | 871 | $0.00 Strike: $58.76 | $0.00 |
DisclosureSEC source: 0001248915-18-000056 · primary_doc.xml · derivative · entry 9 Maun Marc · CIK 0001386983 · EVP, Chief Credit Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,742 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 |
| February 12, 2018 Filed Feb 15, 2018 00:32 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | Exercise / conversion2011 Stock Options · Derivative | 298 | $0.00 Strike: $55.94 | $0.00 |
DisclosureSEC source: 0001248915-18-000056 · primary_doc.xml · derivative · entry 8 Maun Marc · CIK 0001386983 · EVP, Chief Credit Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 596 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 |
| February 12, 2018 Filed Feb 15, 2018 00:32 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | Exercise / conversion2010 Stock Options · Derivative | 318 | $0.00 Strike: $48.30 | $0.00 |
DisclosureSEC source: 0001248915-18-000056 · primary_doc.xml · derivative · entry 7 Maun Marc · CIK 0001386983 · EVP, Chief Credit Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 318 Underlying: Common Stock · 318 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 |
| February 12, 2018 Filed Feb 15, 2018 00:32 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | Tax withholdingCommon Stock | 871 | $94.46 | $82,275.36 |
DisclosureSEC source: 0001248915-18-000056 · primary_doc.xml · nonDerivative · entry 6 Maun Marc · CIK 0001386983 · EVP, Chief Credit Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,220 Read SEC document |
| February 12, 2018 Filed Feb 15, 2018 00:32 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | Tax withholdingCommon Stock | 298 | $94.48 | $28,154.83 |
DisclosureSEC source: 0001248915-18-000056 · primary_doc.xml · nonDerivative · entry 5 Maun Marc · CIK 0001386983 · EVP, Chief Credit Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,091 Read SEC document |
| February 12, 2018 Filed Feb 15, 2018 00:32 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | Tax withholdingCommon Stock | 318 | $94.52 | $30,057.33 |
DisclosureSEC source: 0001248915-18-000056 · primary_doc.xml · nonDerivative · entry 4 Maun Marc · CIK 0001386983 · EVP, Chief Credit Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,389 Read SEC document |
| February 12, 2018 Filed Feb 15, 2018 00:32 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | Exercise / conversionCommon Stock | 871 | $58.76 | $51,179.96 |
DisclosureSEC source: 0001248915-18-000056 · primary_doc.xml · nonDerivative · entry 3 Maun Marc · CIK 0001386983 · EVP, Chief Credit Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,707 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 12, 2018 Filed Feb 15, 2018 00:32 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | Exercise / conversionCommon Stock | 298 | $55.94 | $16,670.12 |
DisclosureSEC source: 0001248915-18-000056 · primary_doc.xml · nonDerivative · entry 2 Maun Marc · CIK 0001386983 · EVP, Chief Credit Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,836 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 12, 2018 Filed Feb 15, 2018 00:32 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | Exercise / conversionCommon Stock | 318 | $48.30 | $15,359.40 |
DisclosureSEC source: 0001248915-18-000056 · primary_doc.xml · nonDerivative · entry 1 Maun Marc · CIK 0001386983 · EVP, Chief Credit Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,538 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, 2018 Filed Jan 17, 2018 00:50 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | GrantCommon Stock | 3,036 | $0.00 | $0.00 |
DisclosureSEC source: 0001248915-18-000036 · primary_doc.xml · nonDerivative · entry 1 Maun Marc · CIK 0001386983 · EVP, Chief Credit Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,346 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 23:52 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | Tax withholdingCommon Stock | 589 | $93.62 | $55,142.18 |
DisclosureSEC source: 0001248915-18-000008 · primary_doc.xml · nonDerivative · entry 1 Maun Marc · CIK 0001386983 · EVP, Chief Credit Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,310 Read SEC document |
| December 31, 2017 Filed Feb 14, 2018 17:21 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | OtherCommon Stock | 118.0885 | $0.00 | $0.00 |
DisclosureSEC source: 0001248915-18-000053 · primary_doc.xml · nonDerivative · entry 2 Maun Marc · CIK 0001386983 · EVP, Chief Credit Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,891.0885 F1 · kind: These shares are related to the BOK Thrift Plan for which employees own investment units which hold BOKF common stock. F2 · balance_after: 118.0885 shares are related to Mr. Maun's BOK Thrift Plan holdings only. Mr. Maun also owns 14,773 shares directly as of 12/31/2017. Read SEC document |
| August 18, 2017 Filed Feb 14, 2018 17:21 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | GiftCommon Stock | 126 | $79.73 | $10,045.98 |
DisclosureSEC source: 0001248915-18-000053 · primary_doc.xml · nonDerivative · entry 1 Maun Marc · CIK 0001386983 · EVP, Chief Credit Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,773 Read SEC document |
| August 02, 2017 Filed Aug 3, 2017 22:36 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | Exercise / conversion2012 Stock Options · Derivative | 871 | $0.00 Strike: $58.76 | $0.00 |
DisclosureSEC source: 0001248915-17-000109 · primary_doc.xml · derivative · entry 10 Maun Marc · CIK 0001386983 · EVP, Chief Credit Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,742 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 |
| August 02, 2017 Filed Aug 3, 2017 22:36 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | Exercise / conversion2011 Stock Options · Derivative | 298 | $0.00 Strike: $55.94 | $0.00 |
DisclosureSEC source: 0001248915-17-000109 · primary_doc.xml · derivative · entry 9 Maun Marc · CIK 0001386983 · EVP, Chief Credit Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 596 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 |
| August 02, 2017 Filed Aug 3, 2017 22:36 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | Exercise / conversion2010 Stock Options · Derivative | 318 | $0.00 Strike: $48.30 | $0.00 |
DisclosureSEC source: 0001248915-17-000109 · primary_doc.xml · derivative · entry 8 Maun Marc · CIK 0001386983 · EVP, Chief Credit Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 636 Underlying: Common Stock · 318 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 |
| August 02, 2017 Filed Aug 3, 2017 22:36 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | Exercise / conversion2008 Stock Options · Derivative | 1,079 | $0.00 Strike: $48.46 | $0.00 |
DisclosureSEC source: 0001248915-17-000109 · primary_doc.xml · derivative · entry 7 Maun Marc · CIK 0001386983 · EVP, Chief Credit Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,079 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 |
| August 02, 2017 Filed Aug 3, 2017 22:36 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | Tax withholdingCommon Stock | 871 | $85.43 | $74,407.53 |
DisclosureSEC source: 0001248915-17-000109 · primary_doc.xml · nonDerivative · entry 6 Maun Marc · CIK 0001386983 · EVP, Chief Credit Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,899 Read SEC document |
| August 02, 2017 Filed Aug 3, 2017 22:36 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | Tax withholdingCommon Stock | 1,695 | $85.43 | $144,803.85 |
DisclosureSEC source: 0001248915-17-000109 · primary_doc.xml · nonDerivative · entry 5 Maun Marc · CIK 0001386983 · EVP, Chief Credit Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,770 Read SEC document |
| August 02, 2017 Filed Aug 3, 2017 22:36 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | Exercise / conversionCommon Stock | 871 | $58.76 | $51,179.96 |
DisclosureSEC source: 0001248915-17-000109 · primary_doc.xml · nonDerivative · entry 4 Maun Marc · CIK 0001386983 · EVP, Chief Credit Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,465 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 |
| August 02, 2017 Filed Aug 3, 2017 22:36 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | Exercise / conversionCommon Stock | 298 | $55.94 | $16,670.12 |
DisclosureSEC source: 0001248915-17-000109 · primary_doc.xml · nonDerivative · entry 3 Maun Marc · CIK 0001386983 · EVP, Chief Credit Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,594 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 |
| August 02, 2017 Filed Aug 3, 2017 22:36 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | Exercise / conversionCommon Stock | 318 | $48.30 | $15,359.40 |
DisclosureSEC source: 0001248915-17-000109 · primary_doc.xml · nonDerivative · entry 2 Maun Marc · CIK 0001386983 · EVP, Chief Credit Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,296 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 |
| August 02, 2017 Filed Aug 3, 2017 22:36 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | Exercise / conversionCommon Stock | 1,079 | $48.46 | $52,288.34 |
DisclosureSEC source: 0001248915-17-000109 · primary_doc.xml · nonDerivative · entry 1 Maun Marc · CIK 0001386983 · EVP, Chief Credit Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,978 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 09, 2017 Filed Mar 13, 2017 21:23 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | GrantCommon Stock | 385 | $0.00 | $0.00 |
DisclosureSEC source: 0001248915-17-000065 · primary_doc.xml · nonDerivative · entry 1 Maun Marc · CIK 0001386983 · EVP, Chief Credit Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,899 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 21:15 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | Disposition to issuerCommon Stock | 971 | $0.00 | $0.00 |
DisclosureSEC source: 0001248915-17-000062 · primary_doc.xml · nonDerivative · entry 1 Maun Marc · CIK 0001386983 · EVP, Chief Credit Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,514 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 23:30 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | GrantCommon Stock | 3,413 | $0.00 | $0.00 |
DisclosureSEC source: 0001248915-17-000021 · primary_doc.xml · nonDerivative · entry 2 Maun Marc · CIK 0001386983 · EVP, Chief Credit Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,656 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.