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 | August 27, 2026 | August 31, 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 August 27, 2026 · Filed August 31, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 11,746 |
Ending reported balance
After 2026-08-27 transaction · row 5
5 source rows · reconciled sequenceRow 1 · 2026-08-27 · Exercise / conversion · Acquired 1,393 · Balance 13,139 Row 2 · 2026-08-27 · Exercise / conversion · Acquired 1,396 · Balance 14,535 Row 3 · 2026-08-27 · Tax withholding · Disposed 273 · Balance 14,262 Row 4 · 2026-08-27 · Disposition to issuer · Disposed 1,850 · Balance 12,412 Row 5 · 2026-08-27 · Sale · Disposed 666 · Balance 11,746 |
| Stock Appreciation RightsSEC Table II · derivative / convertible security · Conversion / exercise price $37.91 · Expires 2027-03-02 | Direct | 0 |
Reported balance
After 2026-08-27 transaction · row 7
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 7 · 2026-08-27 · Exercise / conversion · Disposed 1,393 · 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 2026-08-27 transaction · row 8
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 8 · 2026-08-27 · Exercise / conversion · Disposed 1,396 · Balance 0 F2: The stock appreciation right vests in four equal annual installments beginning March 1, 2019. |
| Common StockSEC Table I · non-derivative | Indirect401(k) | 722 |
Reported balance
Holding disclosure · report date 2026-08-27 · row 6
Holding and transaction disclosures are not merged.
1 source rowRow 6 · Balance 722 |
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 |
|---|---|---|---|---|---|---|
| February 03, 2020 Filed Feb 5, 2020 21:31 UTC | COMMERCE BANCSHARES INC /MO/ CBSH · Entity 3630 | GrantStock Appreciation Rights · Derivative | 2,362 | $0.00 Strike: $68.68 | $0.00 |
DisclosureSEC source: 0001127602-20-003753 · form4.xml · derivative · entry 3 Neff Douglas D · CIK 0001766427 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,362 Underlying: Common Stock · 2,362 shares Expires 2030-02-03 F2 · derivative.exercise_date: The stock appreciation right vests in four equal annual installments beginning February 3, 2021. Read SEC document |
| February 03, 2020 Filed Feb 5, 2020 21:31 UTC | COMMERCE BANCSHARES INC /MO/ CBSH · Entity 3630 | GrantCommon Stock | 875 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-20-003753 · form4.xml · nonDerivative · entry 1 Neff Douglas D · CIK 0001766427 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,987 F1 · balance_after: All stock holding balances adjusted to include a 5% stock dividend. Record date 12/3/2019, payable 12/18/2019. Read SEC document |
| March 11, 2019 Filed Mar 12, 2019 20:08 UTC | COMMERCE BANCSHARES INC /MO/ CBSH · Entity 3630 | SaleCommon Stock | 807 | $60.66 | $48,954.64 |
DisclosureSEC source: 0001127602-19-011007 · form4.xml · nonDerivative · entry 1 Neff Douglas D · CIK 0001766427 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,917 Read SEC document |
| March 05, 2019 Filed Mar 7, 2019 20:21 UTC | COMMERCE BANCSHARES INC /MO/ CBSH · Entity 3630 | Tax withholdingCommon Stock | 83 | $62.71 | $5,204.93 |
DisclosureSEC source: 0001127602-19-010410 · form4.xml · nonDerivative · entry 1 Neff Douglas D · CIK 0001766427 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,724 Read SEC document |
| March 04, 2019 Filed Mar 5, 2019 22:57 UTC | COMMERCE BANCSHARES INC /MO/ CBSH · Entity 3630 | Tax withholdingCommon Stock | 354 | $62.52 | $22,132.08 |
DisclosureSEC source: 0001127602-19-010003 · form4.xml · nonDerivative · entry 2 Neff Douglas D · CIK 0001766427 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,807 Read SEC document |
| March 01, 2019 Filed Mar 5, 2019 22:57 UTC | COMMERCE BANCSHARES INC /MO/ CBSH · Entity 3630 | GrantStock Appreciation Rights · Derivative | 1,153 | $0.00 Strike: $63.03 | $0.00 |
DisclosureSEC source: 0001127602-19-010003 · form4.xml · derivative · entry 4 Neff Douglas D · CIK 0001766427 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,153 Underlying: Common Stock · 1,153 shares Expires 2029-03-01 F1 · derivative.exercise_date: The stock appreciation right vests in four equal annual installments beginning March 1, 2020 Read SEC document |
| March 01, 2019 Filed Mar 5, 2019 22:57 UTC | COMMERCE BANCSHARES INC /MO/ CBSH · Entity 3630 | GrantCommon Stock | 666 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-19-010003 · form4.xml · nonDerivative · entry 1 Neff Douglas D · CIK 0001766427 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,161 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.