BOK FINANCIAL CORP·4

Feb 19, 6:20 PM ET

Grauer Scott 4

4 · BOK FINANCIAL CORP · Filed Feb 19, 2026

Research Summary

AI-generated summary of this filing

Updated

BOK Financial (BOKF) EVP Scott Grauer Sells Shares After Exercise

What Happened Scott Grauer, EVP, Wealth Management at BOK Financial (BOKF), received an award of 8,190 shares on Feb 17, 2026 (grant/award). On Feb 18, 2026 he exercised or converted a derivative to acquire 3,100 shares. Also on Feb 18, 2026 Grauer surrendered 3,562 shares to cover exercise/tax obligations (code F) at $133.56 per share, for a total disposition of $475,741. The award and exercise were recorded at $0 acquisition price in the filing.

Key Details

  • Transactions and codes: 2026-02-17 Award (A) 8,190 shares @ $0; 2026-02-18 Exercise/Conversion (M) 3,100 shares @ $0; 2026-02-18 Tax/exercise withholding (F) 3,562 shares @ $133.56 (Disposed) = $475,741.
  • Shares owned after transaction: Not specified in the excerpt provided in this summary.
  • Footnotes of note:
    • F1: The 8,190 restricted shares vest Jan 16, 2029 and are subject to forfeiture for termination prior to vesting or if certain EPS performance targets are not met.
    • F3: Some shares reflect unrestricted adjustments tied to attainment of 2023 performance goals.
    • F2: Previously transferred 24,704 shares to a revocable trust (exempt under Rule 16a-13).
    • F4: Includes 7.4788 shares acquired via the company 401(k) plan since last report.
  • Filing timeliness: The filing date (Feb 19, 2026) follows the reported transactions (Feb 17–18); no late filing flag was indicated in the provided data.

Context

  • This sequence shows a typical combination of equity award + derivative exercise with shares surrendered to satisfy tax or exercise obligations (code F). The surrender to cover taxes is routine and does not by itself indicate a broader sell decision.
  • For retail investors tracking insider activity, purchases/acquisitions are generally more informative as a bullish signal; here the net change in beneficial ownership cannot be determined from the provided excerpt.

Insider Transaction Report

Form 4
Period: 2026-02-17
Grauer Scott
EVP, Wealth Management
Transactions
  • Award

    Common Stock

    [F1][F2]
    2026-02-17+8,19043,986 total
  • Exercise/Conversion

    Common Stock

    [F3]
    2026-02-18+3,10047,086 total
  • Tax Payment

    Common Stock

    2026-02-18$133.56/sh3,562$475,74143,524 total
Holdings
  • Common Stock

    [F4]
    (indirect: By 401(k))
    12,424.929
  • Common Stock

    [F2]
    (indirect: By Trust)
    24,704
Footnotes (4)
  • [F1]Represents restricted stock which vests on January 16, 2029. Shares are subject to forfeiture (i) upon termination of employment prior to vesting, and (ii) if certain performance earnings per share targets established pursuant to BOKF Executive Incentive Plan are not met.
  • [F2]The reporting person previously transferred 24,704 shares directly held to the Scott Grauer Revocable Trust. Such transfer was exempt from Section 16 pursuant to Rule 16a-13 under the Securities Exchange Act of 1934, as amended.
  • [F3]Represents unrestricted stock adjustments based upon attainment of performance goals established pursuant to the BOKF Executive Incentive Plan for restricted stock awards made in 2023.
  • [F4]Includes 7.4788 shares of BOKF common stock acquired under the BOKF 401(k) plan since the date of the reporting person's last ownership report.
Signature
Tamara R. Sloan, Power of Attorney|2026-02-19

Documents

1 file
  • 4
    primary_doc.xmlPrimary

    PRIMARY DOCUMENT