Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| UMB FINANCIAL CORPUMBF · Entity 2021 | Chief Accounting Officer | January 27, 2020 | January 29, 2020 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
UMB FINANCIAL CORP
Report date January 27, 2020 · Filed January 29, 2020
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 3,074.3348 |
Reported balance
After 2020-01-27 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2020-01-27 · Tax withholding · Disposed 333 · Balance 3,074.3348 F1: Reflects shares acquired through the reinvestment of dividends on restricted stock. |
| Common StockSEC Table I · non-derivative | Indirectby ESOP | 264.0065 |
Reported balance
Holding disclosure · report date 2020-01-27 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 264.0065 |
Filing footnotes · ownership attribution and instrument terms
F1: Reflects shares acquired through the reinvestment of dividends on restricted stock.
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| April 27, 2017 Filed Apr 28, 2017 22:14 UTC | UMB FINANCIAL CORP UMBF · Entity 2021 | SaleCommon Stock | 22 | $75.19 | $1,654.18 |
DisclosureSEC source: 0001127602-17-015893 · form4.xml · nonDerivative · entry 20 Brian J Walker · CIK 0001405031 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,875.2626 Read SEC document |
| April 27, 2017 Filed Apr 28, 2017 22:14 UTC | UMB FINANCIAL CORP UMBF · Entity 2021 | SaleCommon Stock | 44 | $75.18 | $3,307.92 |
DisclosureSEC source: 0001127602-17-015893 · form4.xml · nonDerivative · entry 19 Brian J Walker · CIK 0001405031 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,897.2626 Read SEC document |
| April 27, 2017 Filed Apr 28, 2017 22:14 UTC | UMB FINANCIAL CORP UMBF · Entity 2021 | SaleCommon Stock | 66 | $75.17 | $4,961.22 |
DisclosureSEC source: 0001127602-17-015893 · form4.xml · nonDerivative · entry 18 Brian J Walker · CIK 0001405031 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,941.2626 Read SEC document |
| April 27, 2017 Filed Apr 28, 2017 22:14 UTC | UMB FINANCIAL CORP UMBF · Entity 2021 | SaleCommon Stock | 22 | $75.16 | $1,653.52 |
DisclosureSEC source: 0001127602-17-015893 · form4.xml · nonDerivative · entry 17 Brian J Walker · CIK 0001405031 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,007.2626 Read SEC document |
| April 27, 2017 Filed Apr 28, 2017 22:14 UTC | UMB FINANCIAL CORP UMBF · Entity 2021 | SaleCommon Stock | 44 | $75.15 | $3,306.60 |
DisclosureSEC source: 0001127602-17-015893 · form4.xml · nonDerivative · entry 16 Brian J Walker · CIK 0001405031 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,029.2626 Read SEC document |
| April 27, 2017 Filed Apr 28, 2017 22:14 UTC | UMB FINANCIAL CORP UMBF · Entity 2021 | SaleCommon Stock | 44 | $75.14 | $3,306.16 |
DisclosureSEC source: 0001127602-17-015893 · form4.xml · nonDerivative · entry 15 Brian J Walker · CIK 0001405031 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,073.2626 Read SEC document |
| April 27, 2017 Filed Apr 28, 2017 22:14 UTC | UMB FINANCIAL CORP UMBF · Entity 2021 | SaleCommon Stock | 71.5 | $75.13 | $5,371.80 |
DisclosureSEC source: 0001127602-17-015893 · form4.xml · nonDerivative · entry 14 Brian J Walker · CIK 0001405031 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,117.2626 Read SEC document |
| April 27, 2017 Filed Apr 28, 2017 22:14 UTC | UMB FINANCIAL CORP UMBF · Entity 2021 | SaleCommon Stock | 105.6 | $75.12 | $7,932.67 |
DisclosureSEC source: 0001127602-17-015893 · form4.xml · nonDerivative · entry 13 Brian J Walker · CIK 0001405031 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,188.7626 Read SEC document |
| April 27, 2017 Filed Apr 28, 2017 22:14 UTC | UMB FINANCIAL CORP UMBF · Entity 2021 | SaleCommon Stock | 201.52 | $75.11 | $15,136.17 |
DisclosureSEC source: 0001127602-17-015893 · form4.xml · nonDerivative · entry 12 Brian J Walker · CIK 0001405031 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,294.3626 Read SEC document |
| April 27, 2017 Filed Apr 28, 2017 22:14 UTC | UMB FINANCIAL CORP UMBF · Entity 2021 | SaleCommon Stock | 436.26 | $75.10 | $32,763.13 |
DisclosureSEC source: 0001127602-17-015893 · form4.xml · nonDerivative · entry 11 Brian J Walker · CIK 0001405031 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,495.8826 Read SEC document |
| April 27, 2017 Filed Apr 28, 2017 22:14 UTC | UMB FINANCIAL CORP UMBF · Entity 2021 | SaleCommon Stock | 194.26 | $75.09 | $14,586.98 |
DisclosureSEC source: 0001127602-17-015893 · form4.xml · nonDerivative · entry 10 Brian J Walker · CIK 0001405031 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,932.1426 Read SEC document |
| April 27, 2017 Filed Apr 28, 2017 22:14 UTC | UMB FINANCIAL CORP UMBF · Entity 2021 | SaleCommon Stock | 139 | $75.08 | $10,436.12 |
DisclosureSEC source: 0001127602-17-015893 · form4.xml · nonDerivative · entry 9 Brian J Walker · CIK 0001405031 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,126.4026 Read SEC document |
| April 27, 2017 Filed Apr 28, 2017 22:14 UTC | UMB FINANCIAL CORP UMBF · Entity 2021 | SaleCommon Stock | 218.46 | $75.07 | $16,399.79 |
DisclosureSEC source: 0001127602-17-015893 · form4.xml · nonDerivative · entry 8 Brian J Walker · CIK 0001405031 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,265.4026 Read SEC document |
| April 27, 2017 Filed Apr 28, 2017 22:14 UTC | UMB FINANCIAL CORP UMBF · Entity 2021 | SaleCommon Stock | 160 | $75.06 | $12,009.60 |
DisclosureSEC source: 0001127602-17-015893 · form4.xml · nonDerivative · entry 7 Brian J Walker · CIK 0001405031 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,483.8626 Read SEC document |
| April 27, 2017 Filed Apr 28, 2017 22:14 UTC | UMB FINANCIAL CORP UMBF · Entity 2021 | SaleCommon Stock | 23 | $75.04 | $1,725.92 |
DisclosureSEC source: 0001127602-17-015893 · form4.xml · nonDerivative · entry 6 Brian J Walker · CIK 0001405031 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,643.8626 Read SEC document |
| April 27, 2017 Filed Apr 28, 2017 22:14 UTC | UMB FINANCIAL CORP UMBF · Entity 2021 | SaleCommon Stock | 37 | $75.03 | $2,776.11 |
DisclosureSEC source: 0001127602-17-015893 · form4.xml · nonDerivative · entry 5 Brian J Walker · CIK 0001405031 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,666.8626 Read SEC document |
| April 27, 2017 Filed Apr 28, 2017 22:14 UTC | UMB FINANCIAL CORP UMBF · Entity 2021 | OtherCommon Stock | 949 | $41.37 | $39,260.13 |
DisclosureSEC source: 0001127602-17-015893 · form4.xml · nonDerivative · entry 4 Brian J Walker · CIK 0001405031 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,703.8626 Read SEC document |
| April 27, 2017 Filed Apr 28, 2017 22:14 UTC | UMB FINANCIAL CORP UMBF · Entity 2021 | Exercise / conversionCommon Stock | 1,009 | $37.84 | $38,180.56 |
DisclosureSEC source: 0001127602-17-015893 · form4.xml · nonDerivative · entry 3 Brian J Walker · CIK 0001405031 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,754.8626 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| April 27, 2017 Filed Apr 28, 2017 22:14 UTC | UMB FINANCIAL CORP UMBF · Entity 2021 | Exercise / conversionCommon Stock | 1,054 | $39.97 | $42,128.38 |
DisclosureSEC source: 0001127602-17-015893 · form4.xml · nonDerivative · entry 2 Brian J Walker · CIK 0001405031 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,852.8626 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| April 27, 2017 Filed Apr 28, 2017 22:14 UTC | UMB FINANCIAL CORP UMBF · Entity 2021 | Exercise / conversionCommon Stock | 893 | $41.71 | $37,247.03 |
DisclosureSEC source: 0001127602-17-015893 · form4.xml · nonDerivative · entry 1 Brian J Walker · CIK 0001405031 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,745.8626 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · balance_after: Reflects shares acquired through the reinvestment of dividends on restricted stock Read SEC document |
| April 27, 2017 Filed May 1, 2017 22:10 UTC Amendment | UMB FINANCIAL CORP UMBF · Entity 2021 | Exercise / conversionStock Option (Right to Buy) · Derivative | 949 | $0.00 Strike: $41.37 | $0.00 |
DisclosureSEC source: 0001127602-17-016154 · form4a.xml · derivative · entry 3 Brian J Walker · CIK 0001405031 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 949 shares Expires 2019-01-01 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · kind: Transaction was previously reported under an incorrect code. F2 · derivative.exercise_date: Options will vest 50% on 1/1/2012, 75% on 1/1/2013, and 100% on 1/1/2014 Read SEC document |
| April 27, 2017 Filed May 1, 2017 22:10 UTC Amendment | UMB FINANCIAL CORP UMBF · Entity 2021 | Exercise / conversionCommon Stock | 949 | $41.37 | $39,260.13 |
DisclosureSEC source: 0001127602-17-016154 · form4a.xml · nonDerivative · entry 1 Brian J Walker · CIK 0001405031 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,703.8626 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| February 12, 2017 Filed Feb 14, 2017 16:27 UTC | UMB FINANCIAL CORP UMBF · Entity 2021 | Tax withholdingCommon Stock | 69 | $76.87 | $5,304.03 |
DisclosureSEC source: 0001127602-17-005774 · form4.xml · nonDerivative · entry 3 Brian J Walker · CIK 0001405031 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,779.4482 Read SEC document |
| February 10, 2017 Filed Feb 14, 2017 16:27 UTC | UMB FINANCIAL CORP UMBF · Entity 2021 | Tax withholdingCommon Stock | 194 | $76.87 | $14,912.78 |
DisclosureSEC source: 0001127602-17-005774 · form4.xml · nonDerivative · entry 2 Brian J Walker · CIK 0001405031 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,848.4482 Read SEC document |
| February 10, 2017 Filed Feb 14, 2017 16:27 UTC | UMB FINANCIAL CORP UMBF · Entity 2021 | Tax withholdingCommon Stock | 75 | $76.87 | $5,765.25 |
DisclosureSEC source: 0001127602-17-005774 · form4.xml · nonDerivative · entry 1 Brian J Walker · CIK 0001405031 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,042.4482 Read SEC document |
| February 02, 2017 Filed Feb 6, 2017 19:54 UTC | UMB FINANCIAL CORP UMBF · Entity 2021 | GrantStock Option (Right to Buy) · Derivative | 1,852 | $0.00 Strike: $75.25 | $0.00 |
DisclosureSEC source: 0001127602-17-004041 · form4.xml · derivative · entry 3 Brian J Walker · CIK 0001405031 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,852 Underlying: Common Stock · 1,852 shares Expires 2027-02-02 F3 · derivative.exercise_date: Options will vest 50% on 2/2/19, 75% on 2/2/20 and 100% on 2/2/21. Read SEC document |
| February 02, 2017 Filed Feb 6, 2017 19:54 UTC | UMB FINANCIAL CORP UMBF · Entity 2021 | GrantCommon Stock | 1,320 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-004041 · form4.xml · nonDerivative · entry 1 Brian J Walker · CIK 0001405031 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,117.4482 F1 · balance_after: Reflects shares acquired through the reinvestment of dividends on restricted stock Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.