Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| COMMERCE BANCSHARES INC /MO/CBSH · Entity 3630 | Controller | March 04, 2019 | March 06, 2019 |
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.
COMMERCE BANCSHARES INC /MO/
Report date March 04, 2019 · Filed March 06, 2019
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 41,837 |
Reported balance
After 2019-03-04 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2019-03-04 · Tax withholding · Disposed 364 · Balance 41,837 F1: All stock holding balances adjusted to include a 5% stock dividend. Record date 11/30/2018 and payable 12/17/2018. |
| Common StockSEC Table I · non-derivative | Direct | 41,634 |
Reported balance
After 2019-03-05 transaction · row 2
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 2 · 2019-03-05 · Tax withholding · Disposed 203 · Balance 41,634 |
| Common StockSEC Table I · non-derivative | Indirect401(k) | 20,619 |
Reported balance
Holding disclosure · report date 2019-03-04 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 20,619 |
Filing footnotes · ownership attribution and instrument terms
F1: All stock holding balances adjusted to include a 5% stock dividend. Record date 11/30/2018 and payable 12/17/2018.
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 |
|---|---|---|---|---|---|---|
| March 05, 2019 Filed Mar 6, 2019 21:17 UTC | COMMERCE BANCSHARES INC /MO/ CBSH · Entity 3630 | Tax withholdingCommon Stock | 203 | $62.71 | $12,730.13 |
DisclosureSEC source: 0001127602-19-010290 · form4.xml · nonDerivative · entry 2 ABERDEEN JEFFERY D · CIK 0001182101 · Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 41,634 Read SEC document |
| March 04, 2019 Filed Mar 6, 2019 21:17 UTC | COMMERCE BANCSHARES INC /MO/ CBSH · Entity 3630 | Tax withholdingCommon Stock | 364 | $62.52 | $22,757.28 |
DisclosureSEC source: 0001127602-19-010290 · form4.xml · nonDerivative · entry 1 ABERDEEN JEFFERY D · CIK 0001182101 · Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 41,837 F1 · balance_after: All stock holding balances adjusted to include a 5% stock dividend. Record date 11/30/2018 and payable 12/17/2018. Read SEC document |
| April 16, 2018 Filed Apr 18, 2018 18:50 UTC | COMMERCE BANCSHARES INC /MO/ CBSH · Entity 3630 | SaleCommon Stock | 1,333 | $63.13 | $84,147.76 |
DisclosureSEC source: 0001127602-18-014824 · form4.xml · nonDerivative · entry 1 ABERDEEN JEFFERY D · CIK 0001182101 · Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 40,192 F1 · price: Sale prices ranged from $63.12 to $63.1482. Read SEC document |
| March 07, 2018 Filed Mar 9, 2018 19:50 UTC | COMMERCE BANCSHARES INC /MO/ CBSH · Entity 3630 | Tax withholdingCommon Stock | 176 | $60.60 | $10,665.60 |
DisclosureSEC source: 0001127602-18-010906 · form4.xml · nonDerivative · entry 1 ABERDEEN JEFFERY D · CIK 0001182101 · Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 41,525 Read SEC document |
| March 05, 2018 Filed Mar 7, 2018 16:01 UTC | COMMERCE BANCSHARES INC /MO/ CBSH · Entity 3630 | Tax withholdingCommon Stock | 542 | $59.41 | $32,200.22 |
DisclosureSEC source: 0001127602-18-010451 · form4.xml · nonDerivative · entry 1 ABERDEEN JEFFERY D · CIK 0001182101 · Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 41,701 F1 · balance_after: All stock holding balances adjusted to include a 5% stock dividend. Record date 11/30/2017 and payable 12/18/2017. Read SEC document |
| July 25, 2017 Filed Jul 27, 2017 18:55 UTC | COMMERCE BANCSHARES INC /MO/ CBSH · Entity 3630 | SaleCommon Stock | 687 | $59.09 | $40,598.06 |
DisclosureSEC source: 0001127602-17-024218 · form4.xml · nonDerivative · entry 1 ABERDEEN JEFFERY D · CIK 0001182101 · Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 40,232 F1 · price: Sale prices ranged from $59.08 to $ 59.10. Read SEC document |
| April 17, 2017 Filed Apr 19, 2017 18:57 UTC | COMMERCE BANCSHARES INC /MO/ CBSH · Entity 3630 | Tax withholdingCommon Stock | 372 | $53.95 | $20,069.40 |
DisclosureSEC source: 0001127602-17-015048 · form4.xml · nonDerivative · entry 1 ABERDEEN JEFFERY D · CIK 0001182101 · Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 40,919 Read SEC document |
| March 07, 2017 Filed Mar 9, 2017 21:12 UTC | COMMERCE BANCSHARES INC /MO/ CBSH · Entity 3630 | Tax withholdingCommon Stock | 183 | $58.79 | $10,758.57 |
DisclosureSEC source: 0001127602-17-011043 · form4.xml · nonDerivative · entry 1 ABERDEEN JEFFERY D · CIK 0001182101 · Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 41,291 Read SEC document |
| March 06, 2017 Filed Mar 7, 2017 19:27 UTC | COMMERCE BANCSHARES INC /MO/ CBSH · Entity 3630 | Tax withholdingCommon Stock | 175 | $58.92 | $10,311.00 |
DisclosureSEC source: 0001127602-17-010539 · form4.xml · nonDerivative · entry 2 ABERDEEN JEFFERY D · CIK 0001182101 · Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 41,474 Read SEC document |
| March 03, 2017 Filed Mar 3, 2017 20:36 UTC | COMMERCE BANCSHARES INC /MO/ CBSH · Entity 3630 | SaleCommon Stock | 311 | $59.23 | $18,420.56 |
DisclosureSEC source: 0001127602-17-010067 · form4.xml · nonDerivative · entry 2 ABERDEEN JEFFERY D · CIK 0001182101 · Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 41,649 Read SEC document |
| March 03, 2017 Filed Mar 7, 2017 19:27 UTC | COMMERCE BANCSHARES INC /MO/ CBSH · Entity 3630 | OtherCommon Stock | 5,702 | $59.20 | $337,558.40 |
DisclosureSEC source: 0001127602-17-010539 · form4.xml · nonDerivative · entry 1 ABERDEEN JEFFERY D · CIK 0001182101 · Controller 10b5-1 filing: Not disclosed Ownership: Indirect · 401(k) Disclosed balance after: 17,148 Read SEC document |
| March 01, 2017 Filed Mar 3, 2017 20:36 UTC | COMMERCE BANCSHARES INC /MO/ CBSH · Entity 3630 | Tax withholdingCommon Stock | 162 | $60.47 | $9,796.14 |
DisclosureSEC source: 0001127602-17-010067 · form4.xml · nonDerivative · entry 1 ABERDEEN JEFFERY D · CIK 0001182101 · Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 41,960 Read SEC document |
| February 14, 2017 Filed Feb 14, 2017 20:39 UTC | COMMERCE BANCSHARES INC /MO/ CBSH · Entity 3630 | SaleCommon Stock | 1,902 | $56.97 | $108,359.98 |
DisclosureSEC source: 0001127602-17-005965 · form4.xml · nonDerivative · entry 4 ABERDEEN JEFFERY D · CIK 0001182101 · Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 42,122 Read SEC document |
| February 13, 2017 Filed Feb 14, 2017 20:39 UTC | COMMERCE BANCSHARES INC /MO/ CBSH · Entity 3630 | Exercise / conversionStock Appreciation Rights · Derivative | 5,890 | $0.00 Strike: $27.77 | $0.00 |
DisclosureSEC source: 0001127602-17-005965 · form4.xml · derivative · entry 6 ABERDEEN JEFFERY D · CIK 0001182101 · Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 5,890 shares Expires 2018-02-22 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. F2 · derivative.exercise_date: The stock appreciation rights vest in four equal annual installments beginning February 22, 2009. Read SEC document |
| February 13, 2017 Filed Feb 14, 2017 20:39 UTC | COMMERCE BANCSHARES INC /MO/ CBSH · Entity 3630 | Disposition to issuerCommon Stock | 2,863 | $57.15 | $163,620.45 |
DisclosureSEC source: 0001127602-17-005965 · form4.xml · nonDerivative · entry 3 ABERDEEN JEFFERY D · CIK 0001182101 · Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 44,024 Read SEC document |
| February 13, 2017 Filed Feb 14, 2017 20:39 UTC | COMMERCE BANCSHARES INC /MO/ CBSH · Entity 3630 | Tax withholdingCommon Stock | 1,125 | $57.15 | $64,293.75 |
DisclosureSEC source: 0001127602-17-005965 · form4.xml · nonDerivative · entry 2 ABERDEEN JEFFERY D · CIK 0001182101 · Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 46,887 Read SEC document |
| February 13, 2017 Filed Feb 14, 2017 20:39 UTC | COMMERCE BANCSHARES INC /MO/ CBSH · Entity 3630 | Exercise / conversionCommon Stock | 5,890 | $27.77 | $163,564.12 |
DisclosureSEC source: 0001127602-17-005965 · form4.xml · nonDerivative · entry 1 ABERDEEN JEFFERY D · CIK 0001182101 · Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 48,012 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: All stock holding balances adjusted to include a 5% stock dividend. Record date of 12/2/2016 and payable 12/19/2016. 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.