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 Kelley Weil reported equity compensation and related tax withholding transactions. On February 17, 2026, Weil acquired 3,017 shares of restricted common stock as a grant under the BOKF Executive Incentive Plan. These shares vest on January 16, 2029 and are subject to forfeiture if employment ends before vesting or if specified earnings-per-share performance targets are not met.
On February 18, 2026, Weil acquired 1,397 shares through an exercise or conversion of derivative securities, and 1,610 shares were disposed of to satisfy exercise price or tax liabilities at $133.56 per share. Following these transactions, Weil directly owned 19,275 shares of BOK Financial common stock.
BOK Financial Corp executive Mark B. Wade reported multiple equity compensation moves. On February 17, 2026, he acquired 5,113 shares of common stock as a restricted stock award that vests on January 16, 2029 and is subject to earnings-per-share performance targets. On February 18, 2026, he exercised 1,687 common shares from a derivative award and disposed of 132.413 common shares at $133.56 to cover taxes. He also continued to hold phantom stock units, each representing a right to one common share or its cash value, payable when his employment ends.
BOK Financial Corp executive Brad A. Vincent reported several equity compensation transactions. He received 4,719 shares of common stock as a grant, plus 5,533.247 phantom stock units that remained outstanding after 182.753 phantom shares were withheld to cover taxes upon vesting. He also exercised 2,194 common shares from a derivative award and disposed of 5,533.247 common shares back to the company, while continuing to hold phantom stock that becomes payable upon termination of employment.
BOK Financial Corp executive vice president David D. Stratton reported equity compensation-related transactions in company common stock. On February 17, 2026, he acquired 4,054 shares through a grant/award, bringing his direct holdings to 10,131.349 shares. These include restricted stock that vests on January 16, 2029 and is subject to employment and earnings-per-share performance conditions under the BOKF Executive Incentive Plan, including upward adjustments for 2023 performance-based awards.
On February 18, 2026, he exercised a derivative security for 213 shares at a stated price of $0.00 per share and then disposed of 206 shares at $133.56 per share to cover tax obligations. After these transactions, he directly owned 10,138.349 shares of BOK Financial Corp common stock.
BOK Financial Corp executive Michael J. Rogers, the SVP and Chief Accounting Officer, reported equity compensation-related share movements in common stock. He acquired 190 shares on February 18, 2026 through an exercise or conversion of derivative securities, reflecting an upward restricted stock adjustment tied to 2023 performance goals.
On the same date, he disposed of 211 shares in a tax-withholding transaction at $133.56 per share to satisfy obligations associated with the award. After these transactions, his directly held common stock position was 3,778 shares.
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.