Marc Maun - Jan 14, 2025 Form 4 Insider Report for BOK FINANCIAL CORP (BOKF)

Role
EVP - Regional Banking
Signature
/s/ Tamara Sloan, Power of Attorney
Stock symbol
BOKF
Transactions as of
Jan 14, 2025
Transactions value $
-$15,178
Form type
4
Date filed
1/16/2025, 05:40 PM
Previous filing
Feb 22, 2024
Next filing
Feb 20, 2025
SEC
View on sec.gov

Transactions Table

Type Sym Class Transaction Value $ Shares Change % * Price $ Shares After Date Ownership Footnotes
transaction BOKF Common Stock Tax liability -$15.2K -139 -0.5% $109.44 27.7K Jan 14, 2025 Direct
transaction BOKF Common Stock Disposed to Issuer -1.19K -4.3% 26.5K Jan 14, 2025 Direct F1
holding BOKF Common Stock 8.99K Jan 14, 2025 Marc Christopher Maun Revocable Trust (1997)
holding BOKF Common Stock 140 Jan 14, 2025 by 401(k) Plan F2

Derivative Securities (e.g., puts, calls, warrants, options, convertible securities)

Type Sym Class Transaction Value $ Shares Change % * Price $ Shares After Date Underlying Class Amount Exercise Price Ownership Footnotes
transaction BOKF Phantom Stock Award +1.19K +14.92% 9.16K Jan 14, 2025 Common Stock 1.19K Direct F1, F3, F4, F5
* An asterisk sign (*) next to the price indicates that the price is likely invalid.

Explanation of Responses:

Id Content
F1 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.
F2 Includes 3.1321 shares of BOKF common stock acquired under the BOKF 401(k) plan since the date of the reporting person's last ownership report.
F3 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 phantom stock becomes payable upon the reporting person's termination of employment with the Company.
F5 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.