BOK Financial (BOKF) EVP reports restricted stock and tax-share disposition
Rhea-AI Filing Summary
BOK Financial EVP Wealth Management Scott Grauer reported equity compensation and related share movements in company stock. He acquired 8,190 shares of common stock on February 17, 2026 as a grant of restricted stock tied to performance goals and vesting on January 16, 2029, subject to forfeiture if employment ends or earnings-per-share targets are not met. On February 18, 2026, he acquired 3,100 shares through an exercise or conversion of a derivative security and disposed of 3,562 shares at $133.56 per share to satisfy tax or exercise obligations, rather than through an open-market sale. After these transactions, his direct holdings were 43,524 shares of common stock, with additional indirect holdings of 12,424.9288 shares by a 401(k) plan and 24,704 shares held by the Scott Grauer Revocable Trust.
Positive
- None.
Negative
- None.
Insider Trade Summary
| Type | Security | Shares | Price | Value |
|---|---|---|---|---|
| Exercise | Common Stock | 3,100 | $0.00 | -- |
| Tax Withholding | Common Stock | 3,562 | $133.56 | $476K |
| Grant/Award | Common Stock | 8,190 | $0.00 | -- |
| holding | Common Stock | -- | -- | -- |
| holding | Common Stock | -- | -- | -- |
Footnotes (1)
- Represents restricted stock which vests on January 16, 2029. 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. The reporting person previously transferred 24,704 shares directly held to the Scott Grauer Revocable Trust. Such transfer was exempt from Section 16 pursuant to Rule 16a-13 under the Securities Exchange Act of 1934, as amended. Represents unrestricted stock adjustments based upon attainment of performance goals established pursuant to the BOKF Executive Incentive Plan for restricted stock awards made in 2023. Includes 7.4788 shares of BOKF common stock acquired under the BOKF 401(k) plan since the date of the reporting person's last ownership report.