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 |
|---|---|---|---|---|---|---|
| January 13, 2017 Filed Jan 17, 2017 23:30 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | Tax withholdingCommon Stock | 399 | $83.50 | $33,316.50 |
DisclosureSEC source: 0001248915-17-000021 · primary_doc.xml · nonDerivative · entry 1 Maun Marc · CIK 0001386983 · EVP, Chief Credit Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,243 Read SEC document |
| January 10, 2017 Filed Jan 12, 2017 23:01 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | Tax withholdingCommon Stock | 366 | $83.24 | $30,465.84 |
DisclosureSEC source: 0001248915-17-000009 · primary_doc.xml · nonDerivative · entry 1 Maun Marc · CIK 0001386983 · EVP, Chief Credit Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,642 Read SEC document |
| December 31, 2016 Filed Feb 14, 2017 23:36 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | OtherCommon Stock | 116.4848 | $0.00 | $0.00 |
DisclosureSEC source: 0001248915-17-000054 · primary_doc.xml · nonDerivative · entry 4 Maun Marc · CIK 0001386983 · EVP, Chief Credit Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,953.4848 F4 · kind: These shares are related to the BOK Thrift Plan for which employees own investment units which hold BOKF common stock. F5 · balance_after: 116.4848 shares are related to Mr. Maun's BOK Thrift Plan holdings only. Mr. Maun also owns 12,837 shares directly as of 12/31/2016. Read SEC document |
| December 31, 2016 Filed Feb 14, 2017 23:36 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | OtherCommon Stock | 3,715 | $0.00 | $0.00 |
DisclosureSEC source: 0001248915-17-000054 · primary_doc.xml · nonDerivative · entry 3 Maun Marc · CIK 0001386983 · EVP, Chief Credit Officer 10b5-1 filing: Not disclosed Ownership: Indirect · Marc Christopher Maun Revocable Trust (1997) Disclosed balance after: 13,026 F1 · kind: Mr. Maun transferred 3,198 shares from shares directly held to Marc Christopher Maun Revocable Trust. F3 · kind: Mr. Maun transferred 517 shares from shares indirectly held in Theresa Beth Maun Revocable Trust to Marc Christopher Maun Revocable Trust. Read SEC document |
| December 31, 2016 Filed Feb 14, 2017 23:36 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | OtherCommon Stock | 517 | $0.00 | $0.00 |
DisclosureSEC source: 0001248915-17-000054 · primary_doc.xml · nonDerivative · entry 2 Maun Marc · CIK 0001386983 · EVP, Chief Credit Officer 10b5-1 filing: Not disclosed Ownership: Indirect · Theresa Beth Maun Revocable Trust (1997) Disclosed balance after: 0 F3 · kind: Mr. Maun transferred 517 shares from shares indirectly held in Theresa Beth Maun Revocable Trust to Marc Christopher Maun Revocable Trust. Read SEC document |
| December 31, 2016 Filed Feb 14, 2017 23:36 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | OtherCommon Stock | 3,198 | $0.00 | $0.00 |
DisclosureSEC source: 0001248915-17-000054 · primary_doc.xml · nonDerivative · entry 1 Maun Marc · CIK 0001386983 · EVP, Chief Credit Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,837 F1 · kind: Mr. Maun transferred 3,198 shares from shares directly held to Marc Christopher Maun Revocable Trust. F2 · balance_after: 1,518 shares were previously reported as indirect and held in the name of Marc Maun and Theresa Maun. Read SEC document |
| November 09, 2016 Filed Nov 14, 2016 16:51 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | Exercise / conversion2012 Stock Options · Derivative | 871 | $0.00 Strike: $58.76 | $0.00 |
DisclosureSEC source: 0001248915-16-000244 · primary_doc.xml · derivative · entry 11 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 |
| November 09, 2016 Filed Nov 14, 2016 16:51 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | Exercise / conversion2011 Stock Options · Derivative | 298 | $0.00 Strike: $55.94 | $0.00 |
DisclosureSEC source: 0001248915-16-000244 · primary_doc.xml · derivative · entry 10 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 |
| November 09, 2016 Filed Nov 14, 2016 16:51 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | Exercise / conversion2010 Stock Options · Derivative | 318 | $0.00 Strike: $48.30 | $0.00 |
DisclosureSEC source: 0001248915-16-000244 · primary_doc.xml · derivative · entry 9 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 |
| November 09, 2016 Filed Nov 14, 2016 16:51 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | Exercise / conversion2008 Stock Options · Derivative | 1,079 | $0.00 Strike: $48.46 | $0.00 |
DisclosureSEC source: 0001248915-16-000244 · primary_doc.xml · derivative · entry 8 Maun Marc · CIK 0001386983 · EVP, Chief Credit Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,079 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 |
| November 09, 2016 Filed Nov 14, 2016 16:51 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | Exercise / conversion2007 Stock Options · Derivative | 847 | $0.00 Strike: $54.33 | $0.00 |
DisclosureSEC source: 0001248915-16-000244 · 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 · 847 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_date: For options granted in any one year, one-seventh of the options of such grant vest and become exercisable on the grant date of the anniversary each year commencing on the first anniversary after the grant. F2 · derivative.expiration_date: Options expire 3 years after vesting. Read SEC document |
| November 09, 2016 Filed Nov 14, 2016 16:51 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | Tax withholdingCommon Stock | 3,413 | $74.36 | $253,796.14 |
DisclosureSEC source: 0001248915-16-000244 · primary_doc.xml · nonDerivative · entry 6 Maun Marc · CIK 0001386983 · EVP, Chief Credit Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,008 Read SEC document |
| November 09, 2016 Filed Nov 14, 2016 16:51 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | Exercise / conversionCommon Stock | 871 | $58.76 | $51,179.96 |
DisclosureSEC source: 0001248915-16-000244 · primary_doc.xml · nonDerivative · entry 5 Maun Marc · CIK 0001386983 · EVP, Chief Credit Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,421 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| November 09, 2016 Filed Nov 14, 2016 16:51 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | Exercise / conversionCommon Stock | 298 | $55.94 | $16,670.12 |
DisclosureSEC source: 0001248915-16-000244 · primary_doc.xml · nonDerivative · entry 4 Maun Marc · CIK 0001386983 · EVP, Chief Credit Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,550 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| November 09, 2016 Filed Nov 14, 2016 16:51 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | Exercise / conversionCommon Stock | 318 | $48.30 | $15,359.40 |
DisclosureSEC source: 0001248915-16-000244 · primary_doc.xml · nonDerivative · entry 3 Maun Marc · CIK 0001386983 · EVP, Chief Credit Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,252 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| November 09, 2016 Filed Nov 14, 2016 16:51 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | Exercise / conversionCommon Stock | 1,079 | $48.46 | $52,288.34 |
DisclosureSEC source: 0001248915-16-000244 · primary_doc.xml · nonDerivative · entry 2 Maun Marc · CIK 0001386983 · EVP, Chief Credit Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,934 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| November 09, 2016 Filed Nov 14, 2016 16:51 UTC | BOK FINANCIAL CORP BOKF · Entity 3635 | Exercise / conversionCommon Stock | 847 | $54.33 | $46,017.51 |
DisclosureSEC source: 0001248915-16-000244 · primary_doc.xml · nonDerivative · entry 1 Maun Marc · CIK 0001386983 · EVP, Chief Credit Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,855 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| November 09, 2016 Filed Feb 14, 2017 16:37 UTC Amendment | BOK FINANCIAL CORP BOKF · Entity 3635 | Tax withholdingCommon Stock | 2,904 | $74.36 | $215,946.09 |
DisclosureSEC source: 0001248915-17-000046 · primary_doc.xml · nonDerivative · entry 1 Maun Marc · CIK 0001386983 · EVP, Chief Credit Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,517 F1 · shares: This Form 4 is being filed to correct the Securities Disposed in Column 4 due to a scrivener's error. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.