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 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.
BOK Financial Corp executive Brad A. Vincent reported equity compensation activity involving common stock and phantom stock. On January 13, 2026, 1,510 shares of phantom stock granted on February 28, 2023 vested, with 142.1631 common shares disposed at $122.64 per share to cover taxes on vesting. The remaining 1,367.8369 shares of phantom stock were credited to Vincent as a derivative security, each representing the right to receive one share of common stock or the cash value at payout upon his termination of employment. Following these transactions, Vincent directly held 18,144 common shares and had 1,367.8369 phantom stock units, with an additional 9,106 common shares held indirectly through The Vincent Family Revocable Trust.
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.
BOK Financial Corp executive Martin Derek reported equity compensation activity involving common stock and phantom stock. On January 13, 2026, 1,055 shares of previously granted phantom stock (restricted stock units issued on February 28, 2023) vested. To cover taxes at vesting, 109.806 shares of common stock were disposed of at $122.64 per share, and 945.194 shares of common stock were also reported as disposed.
At the same time, Derek acquired 945.194 phantom stock units, each representing the right to receive one share of BOKF common stock or the cash value, with payout upon termination of employment. Following these transactions, he beneficially owned 15,914.472 shares of common stock and 7,330.8529 phantom stock units. His positions also include shares and phantom stock accumulated through the company’s dividend reinvestment plans.
BOK Financial Corp EVP and CFO Martin E. Grunst reported routine changes in his equity holdings. On January 13, 2026, 1,693 shares of phantom stock granted on February 28, 2023 vested. To cover taxes on this vesting, 147.5995 shares of common stock were disposed of at $122.64 per share. The remaining 1,545.4005 shares of phantom stock continue to be held as a derivative security.
Each phantom stock share represents the right to receive one share of BOK Financial common stock, or the cash value, and becomes payable upon Grunst’s termination of employment. After these transactions, he directly owned 34,045 shares of common stock and 15,185.9661 shares of phantom stock, which includes 150.8854 phantom shares acquired through a dividend reinvestment plan.
BOK Financial Corp executive Weil Kelley reported a small change in personal holdings of company stock. On 01/13/2026, Kelley reported a disposition of 475 shares of BOK Financial common stock at a price of $122.64 per share under transaction code F. After this transaction, Kelley beneficially owned 16,471 shares of common stock, held directly.
BOK Financial Corp executive David D. Stratton, EVP - Regional Banking, reported a Form 4 transaction involving the company’s common stock. On 01/13/2026, a transaction coded “F” was reported for 436 shares of common stock at a price of $122.64 per share. After this disposition, Stratton beneficially owned 6,077.349 shares.
The filing shows the holdings as directly owned, with no indirect ownership entity specified.
BOK Financial Corp senior vice president and chief accounting officer Michael J. Rogers reported a disposition of company stock. On January 13, 2026, he reported a transaction in Common Stock with transaction code F, involving 355 shares disposed of at a price of $122.64 per share. After this transaction, he reported holding 2,974 shares of BOK Financial Corp common stock with direct ownership.
BOK Financial Corp executive Mindy M. Mahaney, EVP and Chief Risk Officer, reported a transaction in BOKF common stock. On 01/13/2026, a Form 4 entry shows a code "F" transaction involving 547 shares of common stock at $122.64 per share, leaving her with 17,608.905 shares beneficially owned directly after the transaction. A footnote explains that this total includes 185.182 shares acquired through a BOKF dividend reinvestment plan since her last ownership report.
BOK Financial Corp executive Rebecca D. Keesling, EVP and Chief Auditor, reported an insider transaction in company common stock. On January 13, 2026, a Form 4 shows a disposition coded "F" of 212 shares at $122.64 per share, leaving her with 11,471 shares held directly.
The filing also reports indirect holdings of 428.116 shares held by an IRA and 21.4891 shares held through a 401(k) plan. A footnote explains that this 401(k) position includes 0.4668 shares of BOKF common stock acquired since her last ownership report.