BOK Financial Corporation filings document the regulatory disclosures of an Oklahoma-incorporated regional financial services company whose subsidiaries provide commercial and consumer banking, wealth management, brokerage and trading, mortgage services, trust and insurance services and the TransFund electronic funds transfer network.
Recent Form 8-K reports cover quarterly and annual operating results, Regulation FD investor presentations, common stock dividend declarations, executive and board transitions and annual meeting voting results. Proxy materials disclose board elections, auditor ratification, executive compensation, shareholder voting matters and governance practices, while exhibits provide earnings releases, financial information and investor presentation materials tied to BOKF's banking and financial-services operations.
BOK Financial Corp executive Jeffrey A. Reid reported multiple equity-related transactions reflecting compensation and prior deferral elections. On February 18, 2026, he received 2,413.358 shares of phantom stock as a derivative holding after 111.642 phantom shares were used to pay taxes when previously deferred restricted stock units vested. He also exercised a derivative security into 969 shares of common stock and had 111.642 common shares withheld to satisfy tax obligations, with an additional 2,413.358 common shares disposed of back to the company. On February 17, 2026, he acquired 2,109 restricted common shares, which vest on January 16, 2029 and are subject to forfeiture if employment ends early or earnings-per-share targets under the BOKF Executive Incentive Plan are not met. The filing also notes an indirect holding of 1,571.2191 common shares through a 401(k) plan and confirms each phantom stock unit represents one common share or, at the company’s election, its cash value, payable upon termination of employment.
BOK Financial Corp executive Derek Martin reported multiple equity-related transactions and awards. On February 18, he acquired 3,869.356 shares of phantom stock as a derivative security tied to prior restricted stock units that vested on that date, with 126.644 shares of phantom stock disposed to cover taxes.
He also exercised derivative rights to acquire 1,534 shares of common stock and disposed of 3,869.356 shares of common stock to the issuer. On February 17, he received a grant of 2,873 shares of restricted common stock that vest on January 16, 2029, subject to continued employment and earnings-per-share performance targets under the BOKF Executive Incentive Plan.
Each share of phantom stock represents a right to receive one share of common stock, or at the company’s election the cash value, and becomes payable when Martin’s employment with the company ends.
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.
BOK Financial Corp President & CEO Stacy Kymes reported several equity compensation changes in company stock. On February 17, 2026, he acquired 25,274 shares of common stock as a grant. Footnotes explain this is restricted stock that vests on January 16, 2029 and is subject to forfeiture if employment ends early or specified earnings-per-share performance targets under the BOKF Executive Incentive Plan are not met, including upward adjustments tied to achieving prior performance goals.
On February 18, 2026, he exercised derivative securities, acquiring 14,647 shares of common stock, and then disposed of 16,846 shares at $133.56 per share to cover exercise price or tax liabilities by delivering shares, rather than an open-market sale. After these transactions, his directly held common stock position was reported as 123,180.539 shares. Indirect holdings were also reported through a revocable trust and a 401(k) plan, and a footnote notes a small upward correction of 0.5386 shares to previously reported beneficial ownership.
BOK Financial Corp EVP and Chief Auditor Rebecca D. Keesling reported multiple equity-related transactions in company common stock. She acquired 1,443 shares on a grant/award basis, including restricted stock that vests on January 16, 2029 and is subject to employment and earnings-per-share performance conditions.
She also acquired 623 shares through an exercise or conversion of a derivative security, with no cash price shown, and had 751 shares withheld to cover taxes at $133.56 per share. After these transactions, she directly owned 12,786 common shares, with additional indirect holdings through an IRA and a 401(k) plan. Her reported holdings also now include 9.522 dividend reinvestment plan shares that were not previously reported.
BOK Financial EVP and CFO Martin E. Grunst reported multiple equity-related transactions in company stock and phantom stock. He received 5,983 shares of restricted common stock that vest on January 16, 2029, subject to continued employment and earnings-per-share performance targets under the BOKF Executive Incentive Plan.
He was also credited with 6,206.022 phantom stock units, each representing the right to one share of common stock or its cash value, which become payable upon his termination of employment. On February 18, 2026, he exercised derivative securities into 2,461 common shares and had 204.978 shares disposed of to cover taxes on vesting, with additional shares disposed to the issuer as part of plan mechanics.
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.
BOK Financial Corp executive Christy K. Daboval reported equity compensation and related share movements. On February 17, 2026, she acquired 2,603 shares of common stock as a restricted stock award at no cost. These restricted shares vest on January 16, 2029 and are subject to forfeiture if employment ends before vesting or if specified earnings per share performance targets under the BOKF Executive Incentive Plan are not met, including upward adjustments tied to 2023 performance goals. On February 18, 2026, she acquired 130 shares through an exercise or conversion of a derivative security at no cost and had 116 shares withheld at $133.56 per share to satisfy tax obligations. Following these transactions, she directly owned 7,935 shares of common stock, with an additional 2,800 shares held indirectly through The Daboval Family Trust.
BOK Financial Corporation reported leadership changes, including the planned retirement of Brad Vincent, Executive Vice President – Specialized Industries Banking, effective November 30, 2026. The company expects to name his successor in the second quarter of 2026, with a press release attached describing the transition.
The company also disclosed that director Chet Cadieux will not stand for re-election at the 2026 annual meeting of shareholders. BOK Financial describes itself as a regional financial services company with $52 billion in assets and $127 billion in assets under management and administration.
BOK Financial reported solid 2025 results, with net income rising to $578.0 million, or $9.17 per diluted share, up from $523.6 million and $8.14 in 2024. Return on average assets was 1.12% and return on average equity was 9.89%.
Net interest income grew by $116.6 million to $1.3 billion as net interest margin widened to 2.87%, helped by shifting funding from wholesale borrowings to interest-bearing deposits and better yields on available-for-sale securities. Average earning assets reached $46.4 billion.
Fees and commissions were steady at $800.7 million, with lower brokerage and trading revenue offset by higher fiduciary and asset management, transaction card, and deposit service charge income. Total consolidated assets were $52 billion at December 31, 2025, across commercial banking, consumer banking, and wealth management operations in multiple Southwestern markets.