Reid Jeffrey A. 4

What Happened

• Jeffrey A. Reid, EVP & Chief Human Resources Officer of BOK Financial Corp. (BOKF), received equity awards and had deferred/phantom stock vest in mid-February 2026. A 2,109-share restricted stock award was recorded (granted 02/17/2026) and 2,525 phantom shares that deferred from a 2023 grant vested on 02/18/2026.
• Of the 2,525 vested phantom shares, 111.642 shares were disposed to cover tax withholding (reported value $133.56 per share; tax payment = $14,911). The remaining 2,413.358 shares continue to be held as a derivative/phantom stock right (reported as a re-grant/derivative on 02/18/2026).

Key Details

• Transaction dates: grants recorded 02/17/2026; phantom-stock vesting and related activity 02/18/2026. Form 4 filed 02/19/2026.
• Specifics: 2,109 restricted shares granted (subject to forfeiture and performance vesting per footnote); 2,525 phantom units vested; 111.642 shares withheld to pay taxes ($133.56/share; $14,911 total); 2,413.358 phantom shares remain as a derivative security.
• Footnotes of note:
  • F1: The 2,109 restricted shares vest on Jan 16, 2029 and are subject to forfeiture and performance conditions.
  • F2–F5: The 2,413.358 shares reflect performance-based/upward adjustments and represent phantom stock (RSU-like) that can be settled in stock or cash and become payable upon the reporting person’s termination.
• Filing timeliness: Reported on 02/19/2026 for transactions on 02/17–02/18/2026; appears filed within the Form 4 reporting window.

Context

• This was not an open-market buy or sale for investment; it reflects scheduled vesting/awards and routine tax withholding (cashless/stock surrender to cover taxes). Phantom stock is a derivative right to receive common stock or cash later and does not necessarily indicate a buy/sell signal by the insider.
• For retail investors: awards and vesting are common forms of executive compensation. Tax-withholding disposals are routine and do not imply a voluntary sale of underlying economic interest.