| Type | Sym | Class | Transaction | Value $ | Shares | Change % | * Price $ | Shares After | Date | Ownership | Footnotes |
|---|---|---|---|---|---|---|---|---|---|---|---|
| transaction | BOKF | Common Stock | Award | $0 | +6.21K | +23.46% | $0.00 | 32.7K | Feb 18, 2025 | Direct | F1 |
| transaction | BOKF | Common Stock | Award | $0 | +328 | +1% | $0.00 | 33K | Feb 18, 2025 | Direct | F2 |
| transaction | BOKF | Common Stock | Disposed to Issuer | $0 | -310 | -0.94% | $0.00 | 32.7K | Feb 19, 2025 | Direct | F3 |
| transaction | BOKF | Common Stock | Tax liability | -$20.6K | -185 | -0.57% | $110.80 | 32.5K | Feb 19, 2025 | Direct | |
| transaction | BOKF | Common Stock | Disposed to Issuer | -2.7K | -8.3% | 29.8K | Feb 19, 2025 | Direct | F4 | ||
| holding | BOKF | Common Stock | 8.99K | Feb 18, 2025 | Marc Christopher Maun Revocable Trust (1997) | ||||||
| holding | BOKF | Common Stock | 140 | Feb 18, 2025 | by 401(k) Plan |
| Type | Sym | Class | Transaction | Value $ | Shares | Change % | * Price $ | Shares After | Date | Underlying Class | Amount | Exercise Price | Ownership | Footnotes |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| transaction | BOKF | Phantom Stock | Award | +2.7K | +28.3% | 12.2K | Feb 19, 2025 | Common Stock | 2.7K | Direct | F4, F5, F6, F7 |
| Id | Content |
|---|---|
| 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. |