BOK Financial (NASDAQ: BOKF) exec awarded stock, with tax share withholding
Filing Impact
Filing Sentiment
Form Type
4
Rhea-AI Filing Summary
BOK Financial Corp EVP and Chief Risk Officer Mindy M. Mahaney reported several equity transactions in company common stock. She acquired 3,371 shares through a grant and related award adjustments, all as restricted stock that vests on January 16, 2029 and is subject to employment and performance conditions.
On the same date, she acquired 343 shares through an exercise or conversion of a derivative security and disposed of 258 shares at $133.56 per share to satisfy tax obligations via share withholding. After these transactions, she directly holds 21,064.905 shares of BOK Financial common stock.
Positive
- None.
Negative
- None.
Insider Trade Summary
3 transactions reported
Mixed
3 txns
Insider
Mahaney Mindy M.
Role
EVP, Chief Risk Officer
| Type | Security | Shares | Price | Value |
|---|---|---|---|---|
| Exercise | Common Stock | 343 | $0.00 | -- |
| Tax Withholding | Common Stock | 258 | $133.56 | $34K |
| Grant/Award | Common Stock | 3,371 | $0.00 | -- |
Holdings After Transaction:
Common Stock — 21,322.905 shares (Direct)
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. Represents upward restricted stock adjustments based upon attainment of performance goals established pursuant to the BOKF Executive Incentive Plan for restricted stock awards made in 2023.
FAQ
What insider stock transactions did BOKF executive Mindy Mahaney report?
Mindy M. Mahaney reported a restricted stock grant and related adjustments totaling 3,371 BOK Financial shares, an exercise of 343 shares from a derivative, and a tax-withholding disposition of 258 shares at $133.56 per share, all in company common stock.
What are the key details of Mindy Mahaney’s restricted stock award at BOKF?
Mindy M. Mahaney received 3,371 restricted BOK Financial shares, including upward adjustments tied to 2023 performance goals. The restricted stock vests on January 16, 2029 and is subject to forfeiture if her employment ends earlier or specific earnings per share performance targets are not achieved.
What performance conditions affect Mindy Mahaney’s BOKF restricted stock?
Her restricted shares are subject to earnings per share performance goals set under the BOKF Executive Incentive Plan. Shares may be forfeited if those EPS targets are not met or if her employment terminates before the January 16, 2029 vesting date, aligning the award with long-term company performance.