BOK Financial Management

Management criteria checks 2/4

BOK Financial's CEO is Stacy Kymes, appointed in Jan 2022, has a tenure of 2.83 years. total yearly compensation is $4.61M, comprised of 22.1% salary and 77.9% bonuses, including company stock and options. directly owns 0.18% of the company’s shares, worth €12.78M. The average tenure of the management team and the board of directors is 2.5 years and 18.6 years respectively.

Key information

Stacy Kymes

Chief executive officer

US$4.6m

Total compensation

CEO salary percentage	22.1%
CEO tenure	2.8yrs
CEO ownership	0.2%
Management average tenure	2.5yrs
Board average tenure	18.6yrs

Recent management updates

Recent updates

CEO Compensation Analysis

How has Stacy Kymes's remuneration changed compared to BOK Financial's earnings?
Date	Total Compensation	Salary	Company Earnings
Sep 30 2024	n/a	n/a	US$466m
Jun 30 2024	n/a	n/a	US$460m
Mar 31 2024	n/a	n/a	US$448m
Dec 31 2023	US$5m	US$1m	US$526m
Sep 30 2023	n/a	n/a	US$612m
Jun 30 2023	n/a	n/a	US$634m
Mar 31 2023	n/a	n/a	US$616m
Dec 31 2022	US$3m	US$980k	US$516m
Sep 30 2022	n/a	n/a	US$466m
Jun 30 2022	n/a	n/a	US$497m
Mar 31 2022	n/a	n/a	US$531m
Dec 31 2021	US$2m	US$609k	US$614m
Sep 30 2021	n/a	n/a	US$651m
Jun 30 2021	n/a	n/a	US$617m
Mar 31 2021	n/a	n/a	US$515m
Dec 31 2020	US$2m	US$525k	US$432m
Sep 30 2020	n/a	n/a	US$389m
Jun 30 2020	n/a	n/a	US$377m
Mar 31 2020	n/a	n/a	US$450m
Dec 31 2019	US$2m	US$493k	US$498m
Sep 30 2019	n/a	n/a	US$496m
Jun 30 2019	n/a	n/a	US$470m
Mar 31 2019	n/a	n/a	US$447m
Dec 31 2018	US$2m	US$456k	US$442m
Sep 30 2018	n/a	n/a	US$406m
Jun 30 2018	n/a	n/a	US$374m
Mar 31 2018	n/a	n/a	US$348m
Dec 31 2017	US$1m	US$442k	US$331m

Compensation vs Market: Stacy's total compensation ($USD4.61M) is above average for companies of similar size in the German market ($USD3.50M).

Compensation vs Earnings: Stacy's compensation has increased by more than 20% whilst company earnings have fallen more than 20% in the past year.

CEO

Stacy Kymes (53 yo)

2.8yrs

Tenure

US$4,606,701

Compensation

Mr. Stacy C. Kymes serves as President and Chief Executive Officer at BOK Financial Corporation since January 01, 2022. Mr. Kymes had been Chief Operating Officer at BOK Financial Corporation since March 2...

Leadership Team

Name	Position	Tenure	Compensation	Ownership
Stacy Kymes	CEO, President & Director	2.8yrs	US$4.61m	0.18% € 12.8m
Martin Grunst	Executive VP & CFO	1.8yrs	US$1.56m	0.052% € 3.6m
Scott Grauer	Executive Vice President of Wealth Management	no data	US$1.90m	0.11% € 7.5m
Marc Maun	Executive Vice President of Regional Banking	3yrs	US$1.89m	0.058% € 4.0m
Brad Vincent	Executive Vice President of Specialised Industries Banking	3.3yrs	US$1.70m	0.038% € 2.7m
Michael Rogers	Senior VP & Chief Accounting Officer	2.2yrs	no data	0.0038% € 266.1k
Derek Martin	Executive VP & Chief Information Officer	2.2yrs	no data	0.023% € 1.6m
Heather Worley	Senior VP & Director of Investor Relations	less than a year	no data	no data
Susan Hermann	Senior VP & Director of Corporate Communications	5.7yrs	no data	no data
Jeffrey Reid	Executive VP & Chief Human Resource Officer	2.1yrs	no data	0.013% € 916.9k
Anthony Phillips	Senior VP of Business Development and National Sales Director of Retirement Plans & Asset Services	12.4yrs	no data	no data
Dennis Kissler	Senior Vice President of Trading Division	no data	no data	no data

2.5yrs

Average Tenure

56.5yo

Average Age

Experienced Management: BJR's management team is considered experienced (2.5 years average tenure).

Board Members

Name	Position	Tenure	Compensation	Ownership
Stacy Kymes	CEO, President & Director	3.3yrs	US$4.61m	0.18% € 12.8m
George Kaiser	Independent Chairman	34.8yrs	no data	59.24% € 4.1b
Stanley Lybarger	Independent Vice Chairman	33.8yrs	US$51.21k	0.059% € 4.1m
Steven Malcolm	Independent Director	22.8yrs	US$36.46k	0.0085% € 595.0k
Joseph Craft	Independent Director	17.6yrs	US$37.21k	0.0070% € 488.1k
E. Joullian	Independent Director	29.8yrs	US$58.71k	0.012% € 817.1k
Alan Armstrong	Director	11.6yrs	US$33.71k	0.0077% € 539.1k
David Griffin	Independent Director	21.8yrs	US$54.71k	0.069% € 4.8m
Michael Turpen	Director	13.6yrs	US$37.21k	0.0052% € 365.9k
Chester Cadieux	Independent Director	19.6yrs	US$36.46k	0.0078% € 541.9k
Emmet Richards	Independent Director	16.6yrs	US$38.71k	0.010% € 709.5k
John Coffey	Independent Director	6.8yrs	US$44.46k	no data

18.6yrs

Average Tenure

68yo

Average Age

Experienced Board: BJR's board of directors are seasoned and experienced ( 18.6 years average tenure).

BOK Financial Management

Management criteria checks 2/4

Key information

Recent management updates

BOK Financial Corporation Announces Executive Changes

Insider recently sold €425k worth of stock

BOK Financial Corporation Appoints Wendell Franklin as Director of Corporate Security , Effective September 1, 2024

BOK Financial Corporation, Annual General Meeting, Apr 30, 2024

Insider recently sold €211k worth of stock

Insider recently bought €71k worth of stock

Recent updates

Investor sentiment improves as stock rises 15%

New minor risk - Insider selling

Third quarter dividend of US$0.57 announced

Third quarter 2024 earnings released: EPS: US$2.21 (vs US$2.04 in 3Q 2023)

BOK Financial Corporation Revises Net Interest Income Guidance for the Year 2024

BOK Financial Corporation to Report Q3, 2024 Results on Oct 21, 2024

BOK Financial Corporation Announces Executive Changes

Second quarter dividend of US$0.55 announced

Second quarter 2024 earnings released: EPS: US$2.57 (vs US$2.28 in 2Q 2023)

BOK Financial Corporation to Report Q2, 2024 Results on Jul 22, 2024

First quarter dividend of US$0.55 announced

Insider recently sold €425k worth of stock

BOK Financial Corporation Appoints Wendell Franklin as Director of Corporate Security , Effective September 1, 2024

First quarter 2024 earnings released: EPS: US$1.30 (vs US$2.43 in 1Q 2023)

BOK Financial Corporation to Report Q1, 2024 Results on Apr 24, 2024

BOK Financial Corporation, Annual General Meeting, Apr 30, 2024

Full year 2023 earnings released: EPS: US$8.02 (vs US$7.68 in FY 2022)

Upcoming dividend of US$0.55 per share at 2.7% yield

Fourth quarter dividend of US$0.55 announced

Full year 2023 earnings released: EPS: US$8.08 (vs US$7.68 in FY 2022)

BOK Financial Corporation Reports Net Charge-Offs Results for the Fourth Quarter Ended December 31, 2023

USI Insurance Services, LLC acquired BOK Financial Insurance, Inc. from BOK Financial Corporation.

Upcoming dividend of US$0.55 per share at 3.1% yield

New major risk - Revenue and earnings growth

Third quarter 2023 earnings released: EPS: US$2.05 (vs US$2.32 in 3Q 2022)

BOK Financial Corporation to Report Q3, 2023 Results on Oct 25, 2023

New minor risk - Insider selling

Second quarter 2023 earnings released: EPS: US$2.29 (vs US$1.96 in 2Q 2022)

BOK Financial Corporation to Report Q2, 2023 Results on Jul 26, 2023

Insider recently sold €211k worth of stock

Insider recently bought €71k worth of stock

Executive VP & CFO recently bought €77k worth of stock

First quarter 2023 earnings released: EPS: US$2.45 (vs US$0.92 in 1Q 2022)

Independent Director recently bought €238k worth of stock

Full year 2022 earnings released: EPS: US$7.68 (vs US$8.95 in FY 2021)

Insider recently sold €721k worth of stock

BOK Financial Corporation Announces Board Retirements

Full year 2022 earnings released: EPS: US$7.74 (vs US$8.95 in FY 2021)

BOK Financial Announces Executive Changes

BOK Financial Corporation to Report Q4, 2022 Results on Jan 25, 2023

Bok Financial Corporation Announces the Retirement of Steven G. Bradshaw from the Board of Directors

BOK Financial Corporation Announces the Appointment of Carrie Clasen Porter as Chief Operations and Administrative Officer for BOK Financial’s Wealth Management Division, Effective April 1, 2023

BOK Financial Corporation Announces Chief Financial Officer Changes

Insider recently sold €211k worth of stock

Upcoming dividend of US$0.54 per share

Chairman & CEO of Bank of Texas recently sold €373k worth of stock

Third quarter 2022 earnings released: EPS: US$2.34 (vs US$2.74 in 3Q 2021)

BOK Financial Corporation Appoints Shannon Habermehl as Executive Director of Commercial Strategies

BOK Financial Corporation to Report Q3, 2022 Results on Oct 26, 2022

BOK Financial Corporation Appoints Jeff Reid as Chief Human Resource Officer

BOK Financial Corporation Appoints David Jeter as Executive Director for Commercial Banking Line of Business

BOK Financial Corporation Names Derek Martin as Chief Information Officer and Kelley Weil as Consumer Banking Executive

Bok Financial Corporation Appoints Mark Wade as CEO of Bank of Texas

Director recently sold €224k worth of stock

BOK Financial Appoints New Arkansas Market as President

Insider recently sold €833k worth of stock

Second quarter 2022 earnings released: EPS: US$1.97 (vs US$2.40 in 2Q 2021)

BOK Financial Corporation to Report Q2, 2022 Results on Jul 27, 2022

BOK Financial Corporation Announces Resignation of Norm Bagwell as Executive Vice President

BOK Financial Appoints Mike Rogers as Chief Accounting Officer

BOK Financial Announces Executive Changes

Insider recently sold €228k worth of stock

BOK Financial Appoints Scott Andrews as Executive Director

Bank of Albuquerque Announces Market CEO Changes

First quarter 2022 earnings released: EPS: US$0.92 (vs US$2.10 in 1Q 2021)

BOK Financial Corporation to Report Q1, 2022 Results on Apr 27, 2022

Chairman & CEO of Bank of Texas recently sold €462k worth of stock

Full year 2021 earnings: EPS in line with analyst expectations despite revenue beat

Insider recently sold €459k worth of stock