Reported relationships
Latest disclosed role at each company.
No relationships currently tracked through insider filings.
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.
No balances currently tracked through insider filings.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
UMB FINANCIAL CORP
Report date February 11, 2019 · Filed February 14, 2019
Section 16 reporting ended · disclosed 2019-02-14. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 9,411.7243 |
Ending reported balance
After 2019-02-13 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2019-02-11 · Tax withholding · Disposed 28 · Balance 8,817.7243 Row 2 · 2019-02-13 · Grant · Acquired 594 · Balance 9,411.7243 F1: The restricted stock units vest 50% on 2/13/21, 75% on 2/13/22 and 100% on 2/13/23. |
| Common StockSEC Table I · non-derivative | IndirectBy ESOP | 522.782 |
Reported balance
Holding disclosure · report date 2019-02-11 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 522.782 |
Filing footnotes · ownership attribution and instrument terms
F1: The restricted stock units vest 50% on 2/13/21, 75% on 2/13/22 and 100% on 2/13/23.
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 |
|---|---|---|---|---|---|---|
| February 13, 2019 Filed Feb 14, 2019 00:03 UTC | UMB FINANCIAL CORP UMBF · Entity 2021 | GrantCommon Stock | 594 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-19-005760 · form4.xml · nonDerivative · entry 2 Morris Jay Benjamin · CIK 0001739099 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,411.7243 F1 · shares: The restricted stock units vest 50% on 2/13/21, 75% on 2/13/22 and 100% on 2/13/23. Read SEC document |
| February 11, 2019 Filed Feb 14, 2019 00:03 UTC | UMB FINANCIAL CORP UMBF · Entity 2021 | Tax withholdingCommon Stock | 28 | $66.43 | $1,860.04 |
DisclosureSEC source: 0001127602-19-005760 · form4.xml · nonDerivative · entry 1 Morris Jay Benjamin · CIK 0001739099 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,817.7243 Read SEC document |
| February 10, 2019 Filed Feb 11, 2019 22:54 UTC | UMB FINANCIAL CORP UMBF · Entity 2021 | Tax withholdingCommon Stock | 46 | $65.54 | $3,014.84 |
DisclosureSEC source: 0001127602-19-005172 · form4.xml · nonDerivative · entry 1 Morris Jay Benjamin · CIK 0001739099 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,845.7243 Read SEC document |
| February 05, 2019 Filed Feb 6, 2019 22:02 UTC | UMB FINANCIAL CORP UMBF · Entity 2021 | Tax withholdingCommon Stock | 37 | $66.01 | $2,442.37 |
DisclosureSEC source: 0001127602-19-004342 · form4.xml · nonDerivative · entry 1 Morris Jay Benjamin · CIK 0001739099 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,891.7243 F1 · balance_after: Reflects shares acquired through the reinvestment of dividends on restricted stock. Read SEC document |
| December 11, 2018 Filed Dec 13, 2018 19:56 UTC | UMB FINANCIAL CORP UMBF · Entity 2021 | Exercise / conversionStock Option (Right to Buy) · Derivative | 147 | $0.00 Strike: $41.37 | $0.00 |
DisclosureSEC source: 0001127602-18-036162 · form4.xml · derivative · entry 3 Morris Jay Benjamin · CIK 0001739099 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 147 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. Read SEC document |
| December 11, 2018 Filed Dec 13, 2018 19:56 UTC | UMB FINANCIAL CORP UMBF · Entity 2021 | Exercise / conversionCommon Stock | 147 | $41.37 | $6,081.39 |
DisclosureSEC source: 0001127602-18-036162 · form4.xml · nonDerivative · entry 1 Morris Jay Benjamin · CIK 0001739099 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,922.6617 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 |
| June 01, 2018 Filed Jun 4, 2018 21:40 UTC | UMB FINANCIAL CORP UMBF · Entity 2021 | Tax withholdingCommon Stock | 1,726 | $77.62 | $133,972.12 |
DisclosureSEC source: 0001127602-18-019823 · form4.xml · nonDerivative · entry 1 Morris Jay Benjamin · CIK 0001739099 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,766 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.