Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| COMMERCE BANCSHARES INC /MO/CBSH · Entity 3630 | Senior Vice President | September 04, 2026 | September 09, 2026 |
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 September 04, 2026 · Filed September 09, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 1,735 |
Ending reported balance
After 2026-09-04 transaction · row 6
6 source rows · reconciled sequenceRow 1 · 2026-09-04 · Exercise / conversion · Acquired 220 · Balance 1,850 Row 2 · 2026-09-04 · Exercise / conversion · Acquired 220 · Balance 2,070 Row 3 · 2026-09-04 · Tax withholding · Disposed 23 · Balance 2,047 Row 4 · 2026-09-04 · Tax withholding · Disposed 21 · Balance 2,026 Row 5 · 2026-09-04 · Disposition to issuer · Disposed 143 · Balance 1,883 Row 6 · 2026-09-04 · Disposition to issuer · Disposed 148 · Balance 1,735 |
| Stock Appreciation RightsSEC Table II · derivative / convertible security · Conversion / exercise price $37.91 · Expires 2027-03-02 | Direct | 0 |
Reported balance
After 2026-09-04 transaction · row 7
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 7 · 2026-09-04 · Exercise / conversion · Disposed 220 · Balance 0 F1: The stock appreciation right vests in four equal annual installments beginning March 2, 2018. |
| Stock Appreciation RightsSEC Table II · derivative / convertible security · Conversion / exercise price $39.14 · Expires 2028-03-01 | Direct | 0 |
Reported balance
After 2026-09-04 transaction · row 8
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 8 · 2026-09-04 · Exercise / conversion · Disposed 220 · Balance 0 F2: The stock appreciation right vests in four equal annual installments beginning March 1, 2019. |
Filing footnotes · ownership attribution and instrument terms
F1: The stock appreciation right vests in four equal annual installments beginning March 2, 2018.
F2: The stock appreciation right vests in four equal annual installments beginning March 1, 2019.
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 |
|---|---|---|---|---|---|---|
| September 04, 2026 Filed Sep 9, 2026 21:28 UTC | COMMERCE BANCSHARES INC /MO/ CBSH · Entity 3630 | Exercise / conversionStock Appreciation Rights · Derivative | 220 | $0.00 Strike: $39.14 | $0.00 |
DisclosureSEC source: 0000022356-26-000203 · form4.xml · derivative · entry 8 UPTON JENNIFER B · CIK 0002153394 · Senior Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 220 shares Expires 2028-03-01 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. F2 · derivative.exercise_date: The stock appreciation right vests in four equal annual installments beginning March 1, 2019. Read SEC document |
| September 04, 2026 Filed Sep 9, 2026 21:28 UTC | COMMERCE BANCSHARES INC /MO/ CBSH · Entity 3630 | Exercise / conversionStock Appreciation Rights · Derivative | 220 | $0.00 Strike: $37.91 | $0.00 |
DisclosureSEC source: 0000022356-26-000203 · form4.xml · derivative · entry 7 UPTON JENNIFER B · CIK 0002153394 · Senior Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 220 shares Expires 2027-03-02 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 · derivative.exercise_date: The stock appreciation right vests in four equal annual installments beginning March 2, 2018. Read SEC document |
| September 04, 2026 Filed Sep 9, 2026 21:28 UTC | COMMERCE BANCSHARES INC /MO/ CBSH · Entity 3630 | Disposition to issuerCommon Stock | 148 | $58.52 | $8,660.96 |
DisclosureSEC source: 0000022356-26-000203 · form4.xml · nonDerivative · entry 6 UPTON JENNIFER B · CIK 0002153394 · Senior Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,735 Read SEC document |
| September 04, 2026 Filed Sep 9, 2026 21:28 UTC | COMMERCE BANCSHARES INC /MO/ CBSH · Entity 3630 | Disposition to issuerCommon Stock | 143 | $58.51 | $8,366.93 |
DisclosureSEC source: 0000022356-26-000203 · form4.xml · nonDerivative · entry 5 UPTON JENNIFER B · CIK 0002153394 · Senior Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,883 Read SEC document |
| September 04, 2026 Filed Sep 9, 2026 21:28 UTC | COMMERCE BANCSHARES INC /MO/ CBSH · Entity 3630 | Tax withholdingCommon Stock | 21 | $58.52 | $1,228.92 |
DisclosureSEC source: 0000022356-26-000203 · form4.xml · nonDerivative · entry 4 UPTON JENNIFER B · CIK 0002153394 · Senior Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,026 Read SEC document |
| September 04, 2026 Filed Sep 9, 2026 21:28 UTC | COMMERCE BANCSHARES INC /MO/ CBSH · Entity 3630 | Tax withholdingCommon Stock | 23 | $58.51 | $1,345.73 |
DisclosureSEC source: 0000022356-26-000203 · form4.xml · nonDerivative · entry 3 UPTON JENNIFER B · CIK 0002153394 · Senior Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,047 Read SEC document |
| September 04, 2026 Filed Sep 9, 2026 21:28 UTC | COMMERCE BANCSHARES INC /MO/ CBSH · Entity 3630 | Exercise / conversionCommon Stock | 220 | $39.14 | $8,611.15 |
DisclosureSEC source: 0000022356-26-000203 · form4.xml · nonDerivative · entry 2 UPTON JENNIFER B · CIK 0002153394 · Senior Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,070 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 |
| September 04, 2026 Filed Sep 9, 2026 21:28 UTC | COMMERCE BANCSHARES INC /MO/ CBSH · Entity 3630 | Exercise / conversionCommon Stock | 220 | $37.91 | $8,340.09 |
DisclosureSEC source: 0000022356-26-000203 · form4.xml · nonDerivative · entry 1 UPTON JENNIFER B · CIK 0002153394 · Senior Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,850 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.