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Phantom stock deferral by BOK Financial (BOKF) HR chief disclosed

Filing Impact
(Neutral)
Filing Sentiment
(Neutral)
Form Type
4

Rhea-AI Filing Summary

BOK Financial Corp executive Jeffrey A. Reid, EVP and Chief HR Officer, reported deferred stock vesting and related share movements. On January 13, 2026, 667 shares of previously granted phantom stock (restricted stock units issued February 28, 2023) vested. To cover taxes at vesting, 69.4212 shares of BOK Financial common stock were disposed of at $122.64 per share.

The remaining 597.5788 shares of phantom stock continue to be held as a derivative security, each representing the right to receive one share of common stock or, at the company’s election, the cash value, payable when Reid’s employment with the company ends. Following these transactions, he directly owns 8,647 shares of common stock and indirectly holds 1,571.2191 shares through the BOKF 401(k) plan, which includes 130.2759 shares acquired under the plan since his last ownership report.

Positive

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Negative

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Insider Reid Jeffrey A.
Role EVP, Chief HR Officer
Type Security Shares Price Value
Grant/Award Phantom Stock 597.579 $0.00 --
Tax Withholding Common Stock 69.421 $122.64 $9K
Disposition Common Stock 597.579 $0.00 --
holding Common Stock -- -- --
Holdings After Transaction: Phantom Stock — 597.579 shares (Direct); Common Stock — 9,244.579 shares (Direct); Common Stock — 1,571.219 shares (Indirect, By 401(k) Plan)
Footnotes (1)
  1. Prior to issuance, the reporting person elected to defer receipt of 667 shares of phantom stock (restricted stock units) issued on February 28, 2023; which such phantom stock vested on January 13, 2026. On vesting, 69.4212 shares of the phantom stock were disposed of to pay the taxes on vesting. The remaining 597.5788 shares of phantom stock remain held by the reporting person as a derivative security. Includes 130.2759 shares of BOKF common stock acquired under the BOKF 401(k) plan since the date of the reporting person's last ownership report. 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. The phantom stock becomes payable upon the reporting person's termination of employment with the Company.
Form 4 Insider Transactions: What Each Field Means →
SEC Form 4
FORM 4 UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

STATEMENT OF CHANGES IN BENEFICIAL OWNERSHIP

Filed pursuant to Section 16(a) of the Securities Exchange Act of 1934
or Section 30(h) of the Investment Company Act of 1940
OMB APPROVAL
OMB Number: 3235-0287
Estimated average burden
hours per response: 0.5
Check this box if no longer subject to Section 16. Form 4 or Form 5 obligations may continue. See Instruction 1(b).
Check this box to indicate that a transaction was made pursuant to a contract, instruction or written plan for the purchase or sale of equity securities of the issuer that is intended to satisfy the affirmative defense conditions of Rule 10b5-1(c). See Instruction 10.
1. Name and Address of Reporting Person*
Reid Jeffrey A.
(Last) (First) (Middle)
C/O FREDERIC DORWART, LAWYERS PLLC
124 EAST FOURTH STREET
(Street)
TULSA OK 74103
(City) (State) (Zip)
2. Issuer Name and Ticker or Trading Symbol
BOK FINANCIAL CORP [ BOKF ] 		5. Relationship of Reporting Person(s) to Issuer
(Check all applicable)
Director 10% Owner
X Officer (give title below) Other (specify below)
EVP, Chief HR Officer
3. Date of Earliest Transaction (Month/Day/Year)
01/13/2026
4. If Amendment, Date of Original Filed (Month/Day/Year)
 6. Individual or Joint/Group Filing (Check Applicable Line)
X Form filed by One Reporting Person
Form filed by More than One Reporting Person
Table I - Non-Derivative Securities Acquired, Disposed of, or Beneficially Owned
1. Title of Security (Instr. 3) 2. Transaction Date (Month/Day/Year) 2A. Deemed Execution Date, if any (Month/Day/Year) 3. Transaction Code (Instr. 8) 4. Securities Acquired (A) or Disposed Of (D) (Instr. 3, 4 and 5) 5. Amount of Securities Beneficially Owned Following Reported Transaction(s) (Instr. 3 and 4) 6. Ownership Form: Direct (D) or Indirect (I) (Instr. 4) 7. Nature of Indirect Beneficial Ownership (Instr. 4)
Code V Amount (A) or (D) Price
Common Stock 01/13/2026 F 69.4212 D $122.64 9,244.5788 D
Common Stock 01/13/2026 D 597.5788 D (1) 8,647 D
Common Stock 1,571.2191(2) I By 401(k) Plan
Table II - Derivative Securities Acquired, Disposed of, or Beneficially Owned
(e.g., puts, calls, warrants, options, convertible securities)
1. Title of Derivative Security (Instr. 3) 2. Conversion or Exercise Price of Derivative Security 3. Transaction Date (Month/Day/Year) 3A. Deemed Execution Date, if any (Month/Day/Year) 4. Transaction Code (Instr. 8) 5. Number of Derivative Securities Acquired (A) or Disposed of (D) (Instr. 3, 4 and 5) 6. Date Exercisable and Expiration Date (Month/Day/Year) 7. Title and Amount of Securities Underlying Derivative Security (Instr. 3 and 4) 8. Price of Derivative Security (Instr. 5) 9. Number of derivative Securities Beneficially Owned Following Reported Transaction(s) (Instr. 4) 10. Ownership Form: Direct (D) or Indirect (I) (Instr. 4) 11. Nature of Indirect Beneficial Ownership (Instr. 4)
Code V (A) (D) Date Exercisable Expiration Date Title Amount or Number of Shares
Phantom Stock (3) 01/13/2026 A 597.5788 (4) (4) Common Stock 597.5788 (1) 597.5788 D
Explanation of Responses:
1. Prior to issuance, the reporting person elected to defer receipt of 667 shares of phantom stock (restricted stock units) issued on February 28, 2023; which such phantom stock vested on January 13, 2026. On vesting, 69.4212 shares of the phantom stock were disposed of to pay the taxes on vesting. The remaining 597.5788 shares of phantom stock remain held by the reporting person as a derivative security.
2. Includes 130.2759 shares of BOKF common stock acquired under the BOKF 401(k) plan since the date of the reporting person's last ownership report.
3. 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.
4. The phantom stock becomes payable upon the reporting person's termination of employment with the Company.
Tamara R. Sloan, Power of Attorney 01/15/2026
** Signature of Reporting Person Date
Reminder: Report on a separate line for each class of securities beneficially owned directly or indirectly.
* If the form is filed by more than one reporting person, see Instruction 4 (b)(v).
** Intentional misstatements or omissions of facts constitute Federal Criminal Violations See 18 U.S.C. 1001 and 15 U.S.C. 78ff(a).
Note: File three copies of this Form, one of which must be manually signed. If space is insufficient, see Instruction 6 for procedure.
Persons who respond to the collection of information contained in this form are not required to respond unless the form displays a currently valid OMB Number.

Source: View Original Filing on SEC EDGAR

FAQ

Who is the insider in this BOKF Form 4 filing and what is their role?

The reporting person is Jeffrey A. Reid, who serves as EVP, Chief HR Officer of BOK Financial Corp (BOKF). He is an officer of the company but not a director or 10% owner.

What phantom stock transaction did BOKF executive Jeffrey Reid report?

Reid elected to defer receipt of 667 shares of phantom stock granted on February 28, 2023. These vested on January 13, 2026, and 597.5788 shares of phantom stock remain held by him as a derivative security.

How many BOKF shares were used to pay taxes on the vesting event?

At vesting on January 13, 2026, 69.4212 shares of BOK Financial common stock were disposed of at $122.64 per share to pay taxes associated with the vesting of the phantom stock award.

What BOKF common stock holdings does Jeffrey Reid report after these transactions?

After the reported transactions, Reid directly owns 8,647 shares of BOK Financial common stock and indirectly holds 1,571.2191 shares through the BOKF 401(k) plan.

How are the BOKF 401(k) plan holdings described in this Form 4?

The filing shows 1,571.2191 shares of BOKF common stock held indirectly "By 401(k) Plan". This amount includes 130.2759 shares acquired under the BOKF 401(k) plan since Reid’s last ownership report.

What rights does each share of BOKF phantom stock provide to Jeffrey Reid?

Each share of phantom stock represents a right to receive one share of BOK Financial common stock or, at the company’s election, the cash value of that share. The phantom stock becomes payable upon Reid’s termination of employment with the company.