Form 4: BOK Financial EVP Reid Jeffrey A. Reports Stock Transactions

EVP and Chief HR Officer of BOK Financial, Reid Jeffrey A., reports acquisition and disposal of common stock, including restricted stock awards and adjustments based on performance goals.

Summary

• On February 18, 2025, Reid Jeffrey A., EVP and Chief HR Officer of BOK Financial Corp, acquired 2,393 shares of common stock and 16 shares of restricted stock.
• The restricted stock vests on January 17, 2028, and February 19, 2025, respectively.
• On February 19, 2025, there was a disposal of 15 shares due to downward restricted stock adjustments based on performance goals from 2022.
• An additional 53 shares were disposed of at a price of $110.8.
• Following these transactions, Reid Jeffrey A. directly owns 9,314 shares of common stock.
• The reporting person also indirectly owns 1,440.9432 shares through a 401(k) plan, including 14.7048 shares acquired since the last report.

Sentiment

Score: 6

Explanation: The sentiment is neutral. The document primarily reports stock transactions, with some positive aspects (stock acquisitions) balanced by minor negative aspects (downward adjustments).

Positives

• The acquisition of restricted stock indicates confidence in the company's future performance.
• The reporting person continues to hold a significant number of shares, aligning their interests with those of other shareholders.

Negatives

• The disposal of 15 shares due to downward adjustments based on performance goals could be seen as a minor negative signal.
• The disposal of 53 shares at $110.8 could be seen as a minor negative signal.

Risks

• The vesting of restricted stock is contingent upon continued employment and the achievement of performance targets, creating potential risk if these conditions are not met.
• Fluctuations in the company's stock price could impact the value of the reporting person's holdings.

Future Outlook

The document does not contain explicit forward-looking statements, but the vesting of restricted stock in 2028 suggests a long-term perspective.

Industry Context

Form 4 filings are a routine part of insider trading regulations, providing transparency into the transactions of company executives. This filing is specific to BOK Financial and its executive's stock transactions.

Stakeholder Impact

• Shareholders may be interested in the transactions of company executives as an indicator of management's confidence in the company.
• Employees may be impacted by the performance goals tied to the vesting of restricted stock.

Key Dates

Keywords

BOK Financial, Stock Transactions, Form 4, Restricted Stock, Beneficial Ownership, Executive Compensation, Performance Goals