BOK Financial (BOKF) EVP receives restricted stock grant and tax-share withholding
Filing Impact
Filing Sentiment
Form Type
4
Rhea-AI Filing Summary
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.
Positive
- None.
Negative
- None.
Insider Trade Summary
3 transactions reported
Mixed
3 txns
Insider
Weil Kelley
Role
EVP-Consumer Banking Services
| Type | Security | Shares | Price | Value |
|---|---|---|---|---|
| Exercise | Common Stock | 1,397 | $0.00 | -- |
| Tax Withholding | Common Stock | 1,610 | $133.56 | $215K |
| Grant/Award | Common Stock | 3,017 | $0.00 | -- |
Holdings After Transaction:
Common Stock — 20,885 shares (Direct)
Footnotes (1)
- 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. Represents upward restricted stock adjustments based upon attainment of performance goals established pursuant to the BOKF Executive Incentive Plan for restricted stock awards made in 2023.
FAQ
What insider stock transactions did BOK Financial (BOKF) executive Kelley Weil report?
Kelley Weil reported equity compensation and related tax withholding transactions. She received 3,017 restricted shares on February 17, 2026, then exercised 1,397 shares and had 1,610 shares withheld on February 18, 2026 to cover exercise price or tax liabilities, ending with 19,275 shares owned.
What performance conditions apply to Kelley Weil’s BOK Financial (BOKF) restricted stock?
The restricted stock is tied to performance goals under the BOKF Executive Incentive Plan. Shares may be forfeited if specific earnings-per-share targets are not met, and the filing notes upward restricted stock adjustments based on attainment of performance goals from awards originally granted in 2023.