Bancfirst Corp SEC Filings

BancFirst Corporation reported that it has acquired American Bank of Oklahoma, a privately held community bank based in Collinsville, Oklahoma. American Bank of Oklahoma has approximately $393 million in total assets, $253 million in loans and $328 million in deposits, and operates six banking locations across Collinsville, Disney, Ramona, Skiatook and Muskogee. The acquired bank is expected to continue operating under its current name until it is merged into BancFirst in the first quarter of 2026.

BancFirst Corporation announced it has issued a Sustainability Report as of November 2025, outlining how the company addresses sustainability, ESG, and other matters relevant to its business, stakeholders, and the communities it serves.

The update is presented under Item 7.01 (Regulation FD Disclosure). The report is available on the company’s investor relations website and is included as Exhibit 99.1 in the filing.

BancFirst Corporation (BANF) reported Q3 2025 results with net income of $62.7 million (basic EPS $1.88, diluted $1.85), up from $58.9 million a year ago. Net interest income improved to $125.6 million from $115.0 million, while total noninterest income was $49.9 million.

Total assets reached $14.20 billion, up from $13.55 billion at year-end 2024. Loans, net of allowance, were $8.18 billion versus $7.93 billion, and total deposits were $12.12 billion versus $11.72 billion. Stockholders’ equity rose to $1.78 billion, aided by a narrower accumulated other comprehensive loss of $12.8 million versus $32.9 million at year-end.

The allowance for credit losses stood at $99.5 million. Other real estate owned increased to $53.2 million, primarily from a $15.6 million foreclosure and tenant improvements on a commercial property recorded at approximately $31.1 million. For the nine months, net income was $181.1 million (basic EPS $5.44). The company also agreed to acquire American Bank of Oklahoma with approximately $385 million in assets, expected to close in Q4 2025, subject to customary conditions.

BancFirst Corporation filed an 8-K announcing results for the quarter ended September 30, 2025. The company furnished a press release titled “BancFirst Corporation Reports Third Quarter Earnings” as Exhibit 99.1 under Item 2.02, with exhibits listed under Item 9.01. BancFirst’s common stock trades on the Nasdaq Global Select Market under the symbol BANF.

Drummond F. Ford, a director of BancFirst Corp (BANF), filed a Form 4 disclosing transactions dated 08/13/2025. The filing shows an acquisition event tied to an option with a $20.83 conversion/exercise price for 5,000 shares and a separate sale of 5,000 shares at $126.2875. Table entries indicate 0 shares beneficially owned following the reported transactions. The form is signed by power of attorney on 08/14/2025.

Kayne Anderson Rudnick Investment Management, LLC reports beneficial ownership of 2,537,991 BancFirst ordinary shares, representing 7.6% of the class. This filing discloses the holder's split of voting and disposition authority: sole voting power of 1,729,140, shared voting power of 560,809, sole dispositive power of 1,977,182, and shared dispositive power of 560,809.

The filer is identified as an investment adviser (IA) and certifies the shares are held in the ordinary course of business and not for the purpose of changing or influencing control of the issuer.

BancFirst Corp (BANF) Form 144 reports a proposed sale of 5,000 shares of common stock acquired by option exercise on 08/13/2025. The broker listed is Charles Schwab & Co and the aggregate market value is reported as $630,800. Shares outstanding are listed at 33,309,310 and the securities are to be sold on Nasdaq GS on the same date. The filing also discloses a prior sale by Fredrick Ford Drummond II of 5,000 shares on 05/28/2025 for gross proceeds of $625,300. The filer attests there is no undisclosed material adverse information related to the issuer.

BancFirst Corporation (BANF) has filed a Form S-8 to register 25,901 additional shares of its $1.00 par value common stock for issuance under the BancFirst Corporation Directors’ Deferred Stock Compensation Plan. The filing reflects recent plan amendments that increase the share reserve. No proceeds accrue to the company at registration; shares will be issued when directors elect stock deferral.

The registration statement incorporates by reference the company’s 2024 Form 10-K, 2025 proxy, and subsequent Exchange Act filings, ensuring that future periodic reports automatically update the prospectus. Standard OGCA-based indemnification provisions and limitations on director liability are restated, and the company discloses existing D&O insurance. Exhibits include the amended plan, restated charter/by-laws, legal opinion, auditor consent, and a power of attorney. Because only 25,901 shares are involved—a de-minimis addition relative to BANF’s outstanding shares—the filing is primarily administrative with negligible dilution or financial impact.