Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| UMB FINANCIAL CORPUMBF · Entity 2021 | Director | September 01, 2026 | September 03, 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.
UMB FINANCIAL CORP
Report date September 01, 2026 · Filed September 03, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 10,680.1247 |
Reported balance
After 2026-09-01 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-09-01 · Purchase · Acquired 394.0553 · Balance 10,680.1247 F1: Includes shares acquired through participation in the UMB Financial Corporation dividend reinvestment plan. |
Filing footnotes · ownership attribution and instrument terms
F1: Includes shares acquired through participation in the UMB Financial Corporation dividend reinvestment plan.
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 01, 2026 Filed Sep 3, 2026 20:53 UTC | UMB FINANCIAL CORP UMBF · Entity 2021 | PurchaseCommon Stock | 394.0553 | $139.60 | $55,010.12 |
DisclosureSEC source: 0000101382-26-000181 · form4.xml · nonDerivative · entry 1 Peterman Tamara · CIK 0001774955 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,680.1247 F1 · balance_after: Includes shares acquired through participation in the UMB Financial Corporation dividend reinvestment plan. Read SEC document |
| May 01, 2026 Filed May 4, 2026 22:08 UTC | UMB FINANCIAL CORP UMBF · Entity 2021 | GrantCommon Stock | 116 | $129.24 | $14,991.84 |
DisclosureSEC source: 0000101382-26-000147 · form4.xml · nonDerivative · entry 1 Peterman Tamara · CIK 0001774955 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,255.4635 F1 · balance_after: Includes shares acquired through participation in the UMB Financial Corporation dividend reinvestment plan. Read SEC document |
| February 02, 2026 Filed Feb 3, 2026 23:26 UTC | UMB FINANCIAL CORP UMBF · Entity 2021 | PurchaseCommon Stock | 154.0071 | $127.84 | $19,687.50 |
DisclosureSEC source: 0000101382-26-000067 · form4.xml · nonDerivative · entry 1 Peterman Tamara · CIK 0001774955 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,101.5689 Read SEC document |
| January 30, 2026 Filed Feb 2, 2026 21:21 UTC | UMB FINANCIAL CORP UMBF · Entity 2021 | GrantCommon Stock | 786 | $127.14 | $99,932.04 |
DisclosureSEC source: 0000101382-26-000031 · form4.xml · nonDerivative · entry 1 Peterman Tamara · CIK 0001774955 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,947.5618 F1 · balance_after: Includes shares acquired through participation in the UMB Financial Corporation dividend reinvestment plan. Read SEC document |
| November 03, 2025 Filed Nov 5, 2025 13:47 UTC | UMB FINANCIAL CORP UMBF · Entity 2021 | PurchaseCommon Stock | 185.0199 | $106.41 | $19,687.97 |
DisclosureSEC source: 0000101382-25-000019 · form4.xml · nonDerivative · entry 1 Peterman Tamara · CIK 0001774955 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,127.5437 F1 · balance_after: Includes shares acquired through participation in the UMB Financial Corporation dividend reinvestment plan. Read SEC document |
| September 02, 2025 Filed Sep 4, 2025 20:06 UTC | UMB FINANCIAL CORP UMBF · Entity 2021 | PurchaseCommon Stock | 163.4631 | $120.44 | $19,687.50 |
DisclosureSEC source: 0001127602-25-021180 · form4.xml · nonDerivative · entry 1 Peterman Tamara · CIK 0001774955 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,912.1149 Read SEC document |
| August 01, 2025 Filed Aug 5, 2025 21:09 UTC | UMB FINANCIAL CORP UMBF · Entity 2021 | PurchaseCommon Stock | 183.0033 | $107.58 | $19,687.50 |
DisclosureSEC source: 0001127602-25-020097 · form4.xml · nonDerivative · entry 1 Peterman Tamara · CIK 0001774955 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,748.6518 F1 · balance_after: Includes shares acquired through participation in the UMB Financial Corporation dividend reinvestment plan. Read SEC document |
| March 03, 2025 Filed Mar 5, 2025 12:26 UTC | UMB FINANCIAL CORP UMBF · Entity 2021 | PurchaseCommon Stock | 178.6662 | $110.19 | $19,687.23 |
DisclosureSEC source: 0001127602-25-008132 · form4.xml · nonDerivative · entry 1 Peterman Tamara · CIK 0001774955 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,499.6369 Read SEC document |
| January 31, 2025 Filed Feb 3, 2025 12:46 UTC | UMB FINANCIAL CORP UMBF · Entity 2021 | GrantCommon Stock | 678 | $117.90 | $79,936.20 |
DisclosureSEC source: 0001127602-25-002665 · form4.xml · nonDerivative · entry 1 Peterman Tamara · CIK 0001774955 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,293.9279 Read SEC document |
| November 01, 2024 Filed Nov 5, 2024 22:21 UTC | UMB FINANCIAL CORP UMBF · Entity 2021 | PurchaseCommon Stock | 180.5586 | $109.29 | $19,733.25 |
DisclosureSEC source: 0001127602-24-026514 · form4.xml · nonDerivative · entry 1 Peterman Tamara · CIK 0001774955 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,615.9279 F1 · balance_after: Includes shares acquired through participation in the UMB Financial Corporation dividend reinvestment plan. Read SEC document |
| August 01, 2024 Filed Aug 5, 2024 20:59 UTC | UMB FINANCIAL CORP UMBF · Entity 2021 | PurchaseCommon Stock | 395.51 | $99.56 | $39,375.00 |
DisclosureSEC source: 0001127602-24-021633 · form4.xml · nonDerivative · entry 1 Peterman Tamara · CIK 0001774955 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,407.2473 F1 · balance_after: Includes shares acquired through participation in the UMB Financial Corporation dividend reinvestment plan. Read SEC document |
| February 02, 2024 Filed Feb 5, 2024 21:05 UTC | UMB FINANCIAL CORP UMBF · Entity 2021 | GrantCommon Stock | 790 | $82.22 | $64,953.80 |
DisclosureSEC source: 0001127602-24-003358 · form4.xml · nonDerivative · entry 2 Peterman Tamara · CIK 0001774955 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,947.5089 F1 · balance_after: Includes shares acquired through participation in the UMB Financial Corporation dividend reinvestment plan. Read SEC document |
| February 01, 2024 Filed Feb 5, 2024 21:05 UTC | UMB FINANCIAL CORP UMBF · Entity 2021 | PurchaseCommon Stock | 215.6623 | $81.73 | $17,626.08 |
DisclosureSEC source: 0001127602-24-003358 · form4.xml · nonDerivative · entry 1 Peterman Tamara · CIK 0001774955 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,157.5089 Read SEC document |
| November 01, 2023 Filed Nov 2, 2023 20:37 UTC | UMB FINANCIAL CORP UMBF · Entity 2021 | PurchaseCommon Stock | 280.731 | $62.78 | $17,624.29 |
DisclosureSEC source: 0001127602-23-026635 · form4.xml · nonDerivative · entry 1 Peterman Tamara · CIK 0001774955 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,914.3234 F1 · balance_after: Includes shares acquired through participation in the UMB Financial Corporation dividend reinvestment plan. Read SEC document |
| August 01, 2023 Filed Aug 4, 2023 21:50 UTC | UMB FINANCIAL CORP UMBF · Entity 2021 | PurchaseCommon Stock | 252.7244 | $69.74 | $17,625.00 |
DisclosureSEC source: 0001127602-23-022040 · form4.xml · nonDerivative · entry 1 Peterman Tamara · CIK 0001774955 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,566.1069 Read SEC document |
| June 01, 2023 Filed Jun 5, 2023 20:08 UTC | UMB FINANCIAL CORP UMBF · Entity 2021 | PurchaseCommon Stock | 306.5217 | $57.50 | $17,625.00 |
DisclosureSEC source: 0001127602-23-017808 · form4.xml · nonDerivative · entry 1 Peterman Tamara · CIK 0001774955 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,313.3825 F1 · balance_after: Includes shares acquired through participation in the UMB Financial Corporation dividend reinvestment plan. Read SEC document |
| February 01, 2023 Filed Feb 3, 2023 21:16 UTC | UMB FINANCIAL CORP UMBF · Entity 2021 | PurchaseCommon Stock | 195.161 | $90.31 | $17,624.99 |
DisclosureSEC source: 0001127602-23-003315 · form4.xml · nonDerivative · entry 1 Peterman Tamara · CIK 0001774955 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,959.9969 F1 · balance_after: Includes shares acquired through participation in the UMB Financial Corporation dividend reinvestment plan. Read SEC document |
| January 27, 2023 Filed Jan 31, 2023 22:22 UTC | UMB FINANCIAL CORP UMBF · Entity 2021 | GrantCommon Stock | 739 | $87.84 | $64,913.76 |
DisclosureSEC source: 0001127602-23-002775 · form4.xml · nonDerivative · entry 1 Peterman Tamara · CIK 0001774955 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,730.0739 Read SEC document |
| November 01, 2022 Filed Nov 3, 2022 20:23 UTC | UMB FINANCIAL CORP UMBF · Entity 2021 | PurchaseCommon Stock | 213.0815 | $83.12 | $17,711.33 |
DisclosureSEC source: 0001127602-22-024879 · form4.xml · nonDerivative · entry 1 Peterman Tamara · CIK 0001774955 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,991.0739 Read SEC document |
| August 01, 2022 Filed Aug 3, 2022 20:40 UTC | UMB FINANCIAL CORP UMBF · Entity 2021 | PurchaseCommon Stock | 195.8442 | $90.00 | $17,625.98 |
DisclosureSEC source: 0001127602-22-020384 · form4.xml · nonDerivative · entry 1 Peterman Tamara · CIK 0001774955 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,777.9924 Read SEC document |
| May 02, 2022 Filed May 4, 2022 20:48 UTC | UMB FINANCIAL CORP UMBF · Entity 2021 | PurchaseCommon Stock | 194.8375 | $90.46 | $17,625.00 |
DisclosureSEC source: 0001127602-22-013213 · form4.xml · nonDerivative · entry 1 Peterman Tamara · CIK 0001774955 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,566.7722 Read SEC document |
| February 01, 2022 Filed Feb 10, 2022 21:25 UTC | UMB FINANCIAL CORP UMBF · Entity 2021 | PurchaseCommon Stock | 147.6846 | $99.88 | $14,750.00 |
DisclosureSEC source: 0001127602-22-004258 · form4.xml · nonDerivative · entry 1 Peterman Tamara · CIK 0001774955 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,371.9347 Read SEC document |
| January 28, 2022 Filed Feb 1, 2022 21:32 UTC | UMB FINANCIAL CORP UMBF · Entity 2021 | GrantCommon Stock | 610 | $98.22 | $59,914.20 |
DisclosureSEC source: 0001127602-22-002767 · form4.xml · nonDerivative · entry 1 Peterman Tamara · CIK 0001774955 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,224.2501 F1 · balance_after: Includes shares acquired through participation in the UMB Financial Corporation dividend reinvestment plan. Read SEC document |
| November 01, 2021 Filed Nov 3, 2021 21:09 UTC | UMB FINANCIAL CORP UMBF · Entity 2021 | PurchaseCommon Stock | 146.4456 | $100.72 | $14,750.00 |
DisclosureSEC source: 0001127602-21-028338 · form4.xml · nonDerivative · entry 1 Peterman Tamara · CIK 0001774955 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,603.6962 F1 · balance_after: Includes shares acquired through participation in the UMB Financial Corporation dividend reinvestment plan. Read SEC document |
| August 02, 2021 Filed Aug 4, 2021 20:54 UTC | UMB FINANCIAL CORP UMBF · Entity 2021 | PurchaseCommon Stock | 146.3233 | $93.97 | $13,750.00 |
DisclosureSEC source: 0001127602-21-023087 · form4.xml · nonDerivative · entry 1 Peterman Tamara · CIK 0001774955 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,448.0182 F1 · balance_after: Includes shares acquired through participation in the UMB Financial Corporation dividend reinvestment plan. Read SEC document |
| May 03, 2021 Filed May 5, 2021 22:03 UTC | UMB FINANCIAL CORP UMBF · Entity 2021 | PurchaseCommon Stock | 140.774 | $97.89 | $13,780.37 |
DisclosureSEC source: 0001127602-21-015589 · form4.xml · nonDerivative · entry 1 Peterman Tamara · CIK 0001774955 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,293.8583 F1 · balance_after: Includes shares acquired through participation in the UMB Financial Corporation dividend reinvestment plan. Read SEC document |
| February 01, 2021 Filed Feb 3, 2021 23:14 UTC | UMB FINANCIAL CORP UMBF · Entity 2021 | PurchaseCommon Stock | 190.0878 | $72.34 | $13,750.00 |
DisclosureSEC source: 0001127602-21-003809 · form4.xml · nonDerivative · entry 1 Peterman Tamara · CIK 0001774955 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,145.5907 F1 · balance_after: Includes shares acquired through participation in the UMB Financial Corporation dividend reinvestment plan. Read SEC document |
| January 29, 2021 Filed Feb 1, 2021 22:38 UTC | UMB FINANCIAL CORP UMBF · Entity 2021 | GrantCommon Stock | 845 | $70.97 | $59,969.65 |
DisclosureSEC source: 0001127602-21-003293 · form4.xml · nonDerivative · entry 1 Peterman Tamara · CIK 0001774955 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,955.5029 F1 · balance_after: Includes shares acquired through participation in the UMB Financial Corporation dividend reinvestment plan. Read SEC document |
| December 01, 2020 Filed Dec 3, 2020 22:28 UTC | UMB FINANCIAL CORP UMBF · Entity 2021 | PurchaseCommon Stock | 197.26 | $69.71 | $13,750.01 |
DisclosureSEC source: 0001127602-20-030489 · form4.xml · nonDerivative · entry 1 Peterman Tamara · CIK 0001774955 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,106.5781 Read SEC document |
| August 03, 2020 Filed Aug 5, 2020 21:27 UTC | UMB FINANCIAL CORP UMBF · Entity 2021 | PurchaseCommon Stock | 276.19 | $49.79 | $13,750.12 |
DisclosureSEC source: 0001127602-20-022943 · form4.xml · nonDerivative · entry 1 Peterman Tamara · CIK 0001774955 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 904.4756 F1 · balance_after: Includes shares acquired through participation in the UMB Financial Corporation dividend reinvestment plan. Read SEC document |
| January 31, 2020 Filed Feb 3, 2020 22:41 UTC | UMB FINANCIAL CORP UMBF · Entity 2021 | GrantCommon Stock | 451 | $66.46 | $29,973.46 |
DisclosureSEC source: 0001127602-20-003224 · form4.xml · nonDerivative · entry 1 Peterman Tamara · CIK 0001774955 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 622 Read SEC document |
| August 02, 2019 Filed Aug 6, 2019 19:52 UTC | UMB FINANCIAL CORP UMBF · Entity 2021 | GrantCommon Stock | 171 | $65.62 | $11,221.02 |
DisclosureSEC source: 0001127602-19-026162 · form4.xml · nonDerivative · entry 1 Peterman Tamara · CIK 0001774955 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 171 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.