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UNITED STATES
SECURITIES AND EXCHANGE COMMISSION

Washington, DC 20549

FORM 8-K

CURRENT REPORT
Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934

Date of Report (Date of earliest event reported):
July 12, 2023

Commission File No. 001-37811

BOK FINANCIAL CORP ET AL
(Exact name of registrant as specified in its charter)

Oklahoma   73-1373454
(State or other jurisdiction
of Incorporation or Organization)		   (IRS Employer
Identification No.)
   
Bank of Oklahoma Tower    
Boston Avenue at Second Street    
Tulsa, Oklahoma   74192
(Address of Principal Executive Offices)   (Zip Code)
 
(918) 588-6000
(Registrant’s telephone number, including area code)

N/A
___________________________________________
(Former name or former address, if changes since last report)

Check the appropriate box below if the Form 8-K filing is intended to simultaneously satisfy the filing obligation of the registrant under any of the following provisions:

☐ Written communications pursuant to Rule 425 under the Securities Act (17 CFR 230.425).

☐ Soliciting material pursuant to Rule 14a-12 under the Exchange Act (17 CFR 240.14a-12).

☐ Pre-commencement communications pursuant to Rule 14d-2(b) under the Exchange Act (17 CFR 240.14d-2(b)).

☐ Pre-commencement communications pursuant to Rule 13e-4(c) under the Exchange Act (17 CFR 240.13e-4(c)).

Indicate by check mark whether the registrant is an emerging growth company as defined in Rule 405 of the Securities Act of 1933 (§230.405 of this chapter) or Rule 12b-2 of the Securities Exchange Act of 1934 (§240.12b-2 of this chapter).
☐ Emerging growth company

If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complying with any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act. ¨





INFORMATION TO BE INCLUDED IN THE REPORT

ITEM 8.01. Other Events.

BOK Financial Securities, Inc. is enhancing its ability to serve the southeastern United States with the opening of a new office in Memphis, Tennessee. The office will be home to a 20-person team of experienced institutional sales officers, support staff and others.

Additional details may be found in the press release attached as Exhibit 99(a) to this report which is hereby incorporated herein by reference.


ITEM 9.01. Financial Statements and Exhibits.

(a)Exhibits

99(a)
104 Interactive Data Files.
    
Signature

Pursuant to the requirements of the Securities Exchange Act of 1934, the registrant has duly caused this report to be signed on its behalf by the undersigned hereunto duly authorized.


                        BOK FINANCIAL CORPORATION




                        By: /s/ Martin E. Grunst         
                         Martin E. Grunst
                         Executive Vice President
                         Chief Financial Officer

Date: July 12, 2023


EX-99 2 memphispressrelease_fina.htm EX-99 memphispressrelease_fina
BOK Financial Securities expands operations into Memphis MEMPHIS, TN, July 12, 2023-BOK Financial Securities, Inc. is enhancing its ability to serve the southeastern United States with the opening of a new office in Memphis, Tennessee. The office will be home to a 20-person team of experienced institutional sales officers, support staff and others. “When this dynamic team is in place later this fall, we’ll be better positioned to serve a part of the country that is seeing tremendous growth,” said Scott Grauer, CEO of BOK Financial Securities and executive vice president of wealth management at BOK Financial. “We believe that our advice-driven, relationship-focused brand will be welcomed.” With more than 30 years in business, BOK Financial Securities offers a broad range of fixed-income portfolio management solutions as well as investment banking services. In 2022, the firm ranked 13th nationally for the number of municipal underwriting transactions. In addition to the new Memphis office, BOK Financial Securities serves clients nationwide from offices in Arizona, Arkansas, Colorado, Connecticut, Kansas, Nebraska, New Mexico, Oklahoma, Texas and Wisconsin. Graphic depicts BOK Financial footprint. BOK Financial Securities is a subsidiary of BOK Financial Corporation, a $46 billion regional financial services company with $102 billion in assets under management or administration. The company began offering wealth management services in 1918 and currently offers services ranging from specialty asset management and investment management to financial planning, insurance and trust services. In June, the company announced plans to expand into San Antonio, Texas, leading with a focus on commercial, wealth and treasury banking services. The continued expansion is reflective of the company’s disciplined growth focus, according to Stacy Kymes, president and CEO of BOK Financial. “Although there has been some turbulence in the financial services industry this year, we believe the strength and stability of our franchise sets us apart,” said Kymes. “We’re pleased to welcome our Memphis team to BOK Financial and look forward to celebrating their success.” * * *

 
BOK Financial Corporation is a $46 billion regional financial services company headquartered in Tulsa, Oklahoma with $102 billion in assets under management or administration. The company's stock is publicly traded on NASDAQ under the Global Select market listings (BOKF). BOK Financial Corporation's holdings include BOKF, NA; BOK Financial Securities, Inc., BOK Financial Private Wealth, Inc. and BOK Financial Insurance, Inc. BOKF, NA's holdings include TransFund and Cavanal Hill Investment Management, Inc. BOKF, NA operates banking divisions across eight states as: Bank of Albuquerque; Bank of Oklahoma; Bank of Texas; and BOK Financial in Arizona, Arkansas, Colorado, Kansas and Missouri; as well as having limited purpose offices in Nebraska, Wisconsin and Connecticut. Through its subsidiaries, BOK Financial Corporation provides commercial and consumer banking, brokerage trading, investment, trust and insurance services, mortgage origination and servicing, and an electronic funds transfer network. For more information, visit www.bokf.com.