Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| UMB FINANCIAL CORPUMBF · Entity 2021 | President UMB Fund Services | February 12, 2018 | February 13, 2018 |
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 February 12, 2018 · Filed February 13, 2018
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 7,259.9145 |
Ending reported balance
After 2018-02-12 transaction · row 3
3 source rows · reconciled sequenceRow 1 · 2018-02-12 · Tax withholding · Disposed 31 · Balance 7,405.9145 Row 2 · 2018-02-12 · Tax withholding · Disposed 113 · Balance 7,292.9145 Row 3 · 2018-02-12 · Tax withholding · Disposed 33 · Balance 7,259.9145 |
| Common StockSEC Table I · non-derivative | IndirectBy ESOP | 205.1521 |
Reported balance
Holding disclosure · report date 2018-02-12 · row 4
Holding and transaction disclosures are not merged.
1 source rowRow 4 · Balance 205.1521 |
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 12, 2018 Filed Feb 13, 2018 20:58 UTC | UMB FINANCIAL CORP UMBF · Entity 2021 | Tax withholdingCommon Stock | 33 | $73.98 | $2,441.34 |
DisclosureSEC source: 0001127602-18-005477 · form4.xml · nonDerivative · entry 3 Fischer Anthony J · CIK 0001632979 · President UMB Fund Services 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,259.9145 Read SEC document |
| February 12, 2018 Filed Feb 13, 2018 20:58 UTC | UMB FINANCIAL CORP UMBF · Entity 2021 | Tax withholdingCommon Stock | 113 | $74.13 | $8,376.69 |
DisclosureSEC source: 0001127602-18-005477 · form4.xml · nonDerivative · entry 2 Fischer Anthony J · CIK 0001632979 · President UMB Fund Services 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,292.9145 Read SEC document |
| February 12, 2018 Filed Feb 13, 2018 20:58 UTC | UMB FINANCIAL CORP UMBF · Entity 2021 | Tax withholdingCommon Stock | 31 | $74.13 | $2,298.03 |
DisclosureSEC source: 0001127602-18-005477 · form4.xml · nonDerivative · entry 1 Fischer Anthony J · CIK 0001632979 · President UMB Fund Services 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,405.9145 Read SEC document |
| February 08, 2018 Filed Feb 9, 2018 22:38 UTC | UMB FINANCIAL CORP UMBF · Entity 2021 | GrantCommon Stock | 802 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-18-004973 · form4.xml · nonDerivative · entry 1 Fischer Anthony J · CIK 0001632979 · President UMB Fund Services 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,436.9145 Read SEC document |
| February 05, 2018 Filed Feb 7, 2018 00:08 UTC | UMB FINANCIAL CORP UMBF · Entity 2021 | Tax withholdingCommon Stock | 121 | $73.13 | $8,848.73 |
DisclosureSEC source: 0001127602-18-004394 · form4.xml · nonDerivative · entry 1 Fischer Anthony J · CIK 0001632979 · President UMB Fund Services 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,634.9145 Read SEC document |
| January 22, 2018 Filed Jan 29, 2018 20:39 UTC | UMB FINANCIAL CORP UMBF · Entity 2021 | Tax withholdingCommon Stock | 321 | $74.75 | $23,994.75 |
DisclosureSEC source: 0001127602-18-002769 · form4.xml · nonDerivative · entry 1 Fischer Anthony J · CIK 0001632979 · President UMB Fund Services 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,755.9145 F1 · balance_after: Reflects shares acquired through the reinvestment of dividends on restricted stock Read SEC document |
| February 12, 2017 Filed Feb 14, 2017 15:57 UTC | UMB FINANCIAL CORP UMBF · Entity 2021 | Tax withholdingCommon Stock | 44 | $76.87 | $3,382.28 |
DisclosureSEC source: 0001127602-17-005710 · form4.xml · nonDerivative · entry 3 Fischer Anthony J · CIK 0001632979 · President UMB Fund Services 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,994.981 Read SEC document |
| February 10, 2017 Filed Feb 14, 2017 15:57 UTC | UMB FINANCIAL CORP UMBF · Entity 2021 | Tax withholdingCommon Stock | 81 | $76.87 | $6,226.47 |
DisclosureSEC source: 0001127602-17-005710 · form4.xml · nonDerivative · entry 2 Fischer Anthony J · CIK 0001632979 · President UMB Fund Services 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,038.981 Read SEC document |
| February 10, 2017 Filed Feb 14, 2017 15:57 UTC | UMB FINANCIAL CORP UMBF · Entity 2021 | Tax withholdingCommon Stock | 13 | $76.87 | $999.31 |
DisclosureSEC source: 0001127602-17-005710 · form4.xml · nonDerivative · entry 1 Fischer Anthony J · CIK 0001632979 · President UMB Fund Services 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,119.981 Read SEC document |
| February 02, 2017 Filed Feb 6, 2017 19:56 UTC | UMB FINANCIAL CORP UMBF · Entity 2021 | GrantStock Option (Right to Buy) · Derivative | 1,978 | $0.00 Strike: $75.25 | $0.00 |
DisclosureSEC source: 0001127602-17-004042 · form4.xml · derivative · entry 3 Fischer Anthony J · CIK 0001632979 · President UMB Fund Services 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,978 Underlying: Common Stock · 1,978 shares Expires 2027-02-02 F3 · derivative.exercise_date: Options will vest 50% on 2/2/2019, 75% on 2/2/2020, and 100% on 2/2/2021. Read SEC document |
| February 02, 2017 Filed Feb 6, 2017 19:56 UTC | UMB FINANCIAL CORP UMBF · Entity 2021 | GrantCommon Stock | 1,410 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-004042 · form4.xml · nonDerivative · entry 1 Fischer Anthony J · CIK 0001632979 · President UMB Fund Services 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,132.981 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.