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.
COMMERCE BANCSHARES INC /MO/
Report date January 31, 2018 · Filed February 02, 2018
Section 16 reporting ended · disclosed 2018-02-02. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 73,244 |
Reported balance
After 2018-01-31 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2018-01-31 · Grant · Acquired 188 · Balance 73,244 F1: All stock holding balances adjusted to include a 5% stock dividend. Record date 11/30/2017, payable 12/18/2017. |
| Common StockSEC Table I · non-derivative | IndirectBy Family Foundation | 81,194 |
Reported balance
Holding disclosure · report date 2018-01-31 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 81,194 |
| Common StockSEC Table I · non-derivative | IndirectBy Silex Investments | 61,957 |
Reported balance
Holding disclosure · report date 2018-01-31 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 61,957 |
| Common StockSEC Table I · non-derivative | IndirectIra | 6,238 |
Reported balance
Holding disclosure · report date 2018-01-31 · row 4
Holding and transaction disclosures are not merged.
1 source rowRow 4 · Balance 6,238 |
Filing footnotes · ownership attribution and instrument terms
F1: All stock holding balances adjusted to include a 5% stock dividend. Record date 11/30/2017, payable 12/18/2017.
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 |
|---|---|---|---|---|---|---|
| January 31, 2018 Filed Feb 2, 2018 19:10 UTC | COMMERCE BANCSHARES INC /MO/ CBSH · Entity 3630 | GrantCommon Stock | 188 | $58.51 | $10,999.88 |
DisclosureSEC source: 0001127602-18-003549 · form4.xml · nonDerivative · entry 1 HEBENSTREIT JAMES B · CIK 0001188574 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 73,244 F1 · balance_after: All stock holding balances adjusted to include a 5% stock dividend. Record date 11/30/2017, payable 12/18/2017. Read SEC document |
| October 31, 2017 Filed Nov 2, 2017 15:33 UTC | COMMERCE BANCSHARES INC /MO/ CBSH · Entity 3630 | GrantCommon Stock | 232 | $58.16 | $13,493.12 |
DisclosureSEC source: 0001127602-17-030897 · form4.xml · nonDerivative · entry 1 HEBENSTREIT JAMES B · CIK 0001188574 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 69,578 Read SEC document |
| July 31, 2017 Filed Aug 2, 2017 15:49 UTC | COMMERCE BANCSHARES INC /MO/ CBSH · Entity 3630 | GrantCommon Stock | 233 | $58.04 | $13,523.32 |
DisclosureSEC source: 0001127602-17-024660 · form4.xml · nonDerivative · entry 1 HEBENSTREIT JAMES B · CIK 0001188574 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 69,346 Read SEC document |
| May 31, 2017 Filed Jun 2, 2017 18:45 UTC | COMMERCE BANCSHARES INC /MO/ CBSH · Entity 3630 | GrantCommon Stock | 19 | $53.53 | $1,017.07 |
DisclosureSEC source: 0001127602-17-020253 · form4.xml · nonDerivative · entry 1 HEBENSTREIT JAMES B · CIK 0001188574 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 69,113 Read SEC document |
| April 30, 2017 Filed May 2, 2017 19:31 UTC | COMMERCE BANCSHARES INC /MO/ CBSH · Entity 3630 | GrantCommon Stock | 227 | $54.95 | $12,473.65 |
DisclosureSEC source: 0001127602-17-016325 · form4.xml · nonDerivative · entry 1 HEBENSTREIT JAMES B · CIK 0001188574 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 69,094 Read SEC document |
| February 28, 2017 Filed Mar 2, 2017 21:03 UTC | COMMERCE BANCSHARES INC /MO/ CBSH · Entity 3630 | GrantCommon Stock | 339 | $59.02 | $20,007.78 |
DisclosureSEC source: 0001127602-17-009663 · form4.xml · nonDerivative · entry 1 HEBENSTREIT JAMES B · CIK 0001188574 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 68,867 Read SEC document |
| January 31, 2017 Filed Feb 2, 2017 16:12 UTC | COMMERCE BANCSHARES INC /MO/ CBSH · Entity 3630 | GrantCommon Stock | 18 | $56.53 | $1,017.54 |
DisclosureSEC source: 0001127602-17-003456 · form4.xml · nonDerivative · entry 1 HEBENSTREIT JAMES B · CIK 0001188574 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 68,528 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 |
| October 31, 2016 Filed Nov 2, 2016 19:26 UTC | COMMERCE BANCSHARES INC /MO/ CBSH · Entity 3630 | GrantCommon Stock | 251 | $49.82 | $12,504.82 |
DisclosureSEC source: 0001127602-16-065840 · form4.xml · nonDerivative · entry 1 HEBENSTREIT JAMES B · CIK 0001188574 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 65,248 Read SEC document |
| August 26, 2016 Filed Sep 29, 2017 19:18 UTC | COMMERCE BANCSHARES INC /MO/ CBSH · Entity 3630 | GiftCommon Stock | 12,600 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-028500 · form4.xml · nonDerivative · entry 2 HEBENSTREIT JAMES B · CIK 0001188574 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Bartlett Grain Co. Disclosed balance after: 136,335 Read SEC document |
| October 07, 1987 Filed Sep 29, 2017 19:18 UTC | COMMERCE BANCSHARES INC /MO/ CBSH · Entity 3630 | OtherCommon Stock | 148,935 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-028500 · form4.xml · nonDerivative · entry 1 HEBENSTREIT JAMES B · CIK 0001188574 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Bartlett Grain Co. Disclosed balance after: 148,935 F1 · balance_after: These shares represent the holdings of Bartlett & Company, L.P. ("Bartlett") at the time Mr. Hebenstreit became a director of Commerce Bancshares, Inc.. It was determined these shares should have been reported when Mr. Hebenstreit became a director; however, the shares were inadvertently omitted from Mr. Hebenstreit's Form 3 filed at the time of his appointment. Mr. Hebenstreit is currently the Chief Executive Officer of Bartlett. The reported balance includes the effects of prior year stock splits and stock dividends. 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.