BOK Financial has significantly contributed to affordable housing within the markets we serve through the firm’s Community Development investments. More than $280 million of the $386 million (approximately 73%) of the Community Development investment portfolio was in affordable housing as of Dec. 31, 2023.

Of the 1,825 affordable housing units developed over the past three years through these investment activities, 57% are located in properties that have incorporated on-site social services in support of tenant needs. Not only are these projects contributing to an improved local community, but approximately 49% of the over 1,800 units are in repurposed existing buildings with energy-saving systems, benefiting the environment as well.

Related documents

Standards of Conduct
The Audit Committee of the Board of Directors annually reviews and approves the company’s Standards of Conduct on which employees are annually trained and attest to. Each member of the Board of Directors takes an annual Oath of Office prescribed by the Office of the Comptroller of the Currency (OCC) and is bound by the company’s Code of Ethics.

Proxy Statement
The company’s annual proxy statement identifies responsibilities of board committees.

10-K
The company’s 10-K reviews a wide array of company performance factors, including any legal proceedings associated with fraud, insider trading, anti-trust, anti-competitive behavior, market manipulation, malpractice, or other related financial industry laws or regulations.