BOK Financial (BOKF) EVP reports Form 4 stock activity on 2026-01-13
Rhea-AI Filing Summary
BOK Financial Corp executive Mark B. Wade reported deferred stock and related transactions. On January 13, 2026, 1,161 shares of phantom stock (restricted stock units) that were issued on February 28, 2023 vested. To cover taxes on vesting, 113.8673 shares of common stock were disposed of at $122.64 per share, and 1,047.1327 shares of phantom stock were credited as a derivative security.
Following these transactions, Wade directly owned 19,656 shares of BOKF common stock, plus 1,946.0243 shares held indirectly through a 401(k) plan, which includes 42.2726 shares acquired since the prior report. He also held 1,047.1327 shares of phantom stock, each representing the right to receive one share of common stock or the cash value, payable upon termination of employment.
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FAQ
What insider activity did BOK Financial (BOKF) report for Mark B. Wade?
EVP and Texas Market Executive Mark B. Wade reported vesting of phantom stock (restricted stock units), tax-related share disposal, and updated holdings in BOK Financial Corp common stock and phantom stock as of January 13, 2026.
How many BOK Financial shares were used to pay taxes on the vesting?
On vesting of the phantom stock, 113.8673 shares of BOK Financial common stock were disposed of at $122.64 per share to pay the taxes on vesting.
What phantom stock position does Mark B. Wade hold after the reported BOKF transactions?
After the transactions, Mark B. Wade held 1,047.1327 shares of phantom stock as a derivative security. Each share of phantom stock represents a right to receive one share of common stock or, at the company’s election, the cash value, payable upon termination of employment.
How many BOK Financial common shares does the executive own directly and through the 401(k) plan?
Following the reported transactions, Mark B. Wade directly owned 19,656 shares of BOK Financial common stock and indirectly held 1,946.0243 shares through the BOKF 401(k) plan, which includes 42.2726 shares acquired since his last ownership report.
What was the derivative transaction reported in the BOKF Form 4?
The Form 4 reports an acquisition of 1,047.1327 shares of phantom stock on January 13, 2026, corresponding to deferred restricted stock units that vested on that date and remain held as a derivative security.
When do the BOK Financial phantom stock units become payable to the executive?
The phantom stock held by Mark B. Wade becomes payable upon his termination of employment with BOK Financial Corp, in shares of common stock or, at the company’s election, the cash value.