Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| UMB FINANCIAL CORPUMBF · Entity 2021 | Chief Credit Officer | August 17, 2026 | August 18, 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 August 17, 2026 · Filed August 18, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 30,689.3105 |
Reported balance
After 2026-08-17 transaction · row 1
1 source rowRow 1 · 2026-08-17 · Sale · Disposed 5,713 · Balance 30,689.3105 F1: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $151.53 to $152.09, inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, additional information regarding the number of shares sold at each separate price within the ranges set forth in footnote (1) to this Form 4. |
| Common StockSEC Table I · non-derivative | IndirectBy ESOP | 5,087.897 |
Reported balance
Holding disclosure · report date 2026-08-17 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 5,087.897 |
Filing footnotes · ownership attribution and instrument terms
F1: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $151.53 to $152.09, inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, additional information regarding the number of shares sold at each separate price within the ranges set forth in footnote (1) to this Form 4.
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 |
|---|---|---|---|---|---|---|
| March 02, 2021 Filed Mar 3, 2021 02:55 UTC | UMB FINANCIAL CORP UMBF · Entity 2021 | SaleCommon Stock | 400 | $87.14 | $34,856.00 |
DisclosureSEC source: 0001127602-21-008950 · form4.xml · nonDerivative · entry 13 Terry Thomas S · CIK 0001659887 · Chief Credit Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,017.9959 Read SEC document |
| March 02, 2021 Filed Mar 3, 2021 02:55 UTC | UMB FINANCIAL CORP UMBF · Entity 2021 | SaleCommon Stock | 100 | $87.14 | $8,713.50 |
DisclosureSEC source: 0001127602-21-008950 · form4.xml · nonDerivative · entry 12 Terry Thomas S · CIK 0001659887 · Chief Credit Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,417.9959 Read SEC document |
| March 02, 2021 Filed Mar 3, 2021 02:55 UTC | UMB FINANCIAL CORP UMBF · Entity 2021 | SaleCommon Stock | 100 | $86.65 | $8,665.00 |
DisclosureSEC source: 0001127602-21-008950 · form4.xml · nonDerivative · entry 11 Terry Thomas S · CIK 0001659887 · Chief Credit Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,517.9959 Read SEC document |
| March 02, 2021 Filed Mar 3, 2021 02:55 UTC | UMB FINANCIAL CORP UMBF · Entity 2021 | SaleCommon Stock | 100 | $86.64 | $8,664.00 |
DisclosureSEC source: 0001127602-21-008950 · form4.xml · nonDerivative · entry 10 Terry Thomas S · CIK 0001659887 · Chief Credit Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,617.9959 Read SEC document |
| March 02, 2021 Filed Mar 3, 2021 02:55 UTC | UMB FINANCIAL CORP UMBF · Entity 2021 | SaleCommon Stock | 100 | $86.50 | $8,650.00 |
DisclosureSEC source: 0001127602-21-008950 · form4.xml · nonDerivative · entry 9 Terry Thomas S · CIK 0001659887 · Chief Credit Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,717.9959 Read SEC document |
| March 02, 2021 Filed Mar 3, 2021 02:55 UTC | UMB FINANCIAL CORP UMBF · Entity 2021 | SaleCommon Stock | 100 | $86.48 | $8,647.50 |
DisclosureSEC source: 0001127602-21-008950 · form4.xml · nonDerivative · entry 8 Terry Thomas S · CIK 0001659887 · Chief Credit Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,817.9959 Read SEC document |
| March 02, 2021 Filed Mar 3, 2021 02:55 UTC | UMB FINANCIAL CORP UMBF · Entity 2021 | SaleCommon Stock | 100 | $86.45 | $8,645.25 |
DisclosureSEC source: 0001127602-21-008950 · form4.xml · nonDerivative · entry 7 Terry Thomas S · CIK 0001659887 · Chief Credit Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,917.9959 Read SEC document |
| March 02, 2021 Filed Mar 3, 2021 02:55 UTC | UMB FINANCIAL CORP UMBF · Entity 2021 | SaleCommon Stock | 100 | $86.40 | $8,639.50 |
DisclosureSEC source: 0001127602-21-008950 · form4.xml · nonDerivative · entry 6 Terry Thomas S · CIK 0001659887 · Chief Credit Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,017.9959 Read SEC document |
| March 02, 2021 Filed Mar 3, 2021 02:55 UTC | UMB FINANCIAL CORP UMBF · Entity 2021 | SaleCommon Stock | 200 | $86.31 | $17,262.00 |
DisclosureSEC source: 0001127602-21-008950 · form4.xml · nonDerivative · entry 5 Terry Thomas S · CIK 0001659887 · Chief Credit Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,117.9959 Read SEC document |
| March 02, 2021 Filed Mar 3, 2021 02:55 UTC | UMB FINANCIAL CORP UMBF · Entity 2021 | SaleCommon Stock | 100 | $86.31 | $8,630.50 |
DisclosureSEC source: 0001127602-21-008950 · form4.xml · nonDerivative · entry 4 Terry Thomas S · CIK 0001659887 · Chief Credit Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,317.9959 Read SEC document |
| March 02, 2021 Filed Mar 3, 2021 02:55 UTC | UMB FINANCIAL CORP UMBF · Entity 2021 | SaleCommon Stock | 4 | $86.10 | $344.40 |
DisclosureSEC source: 0001127602-21-008950 · form4.xml · nonDerivative · entry 3 Terry Thomas S · CIK 0001659887 · Chief Credit Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,417.9959 Read SEC document |
| March 02, 2021 Filed Mar 3, 2021 02:55 UTC | UMB FINANCIAL CORP UMBF · Entity 2021 | SaleCommon Stock | 300 | $85.52 | $25,654.50 |
DisclosureSEC source: 0001127602-21-008950 · form4.xml · nonDerivative · entry 2 Terry Thomas S · CIK 0001659887 · Chief Credit Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,421.9959 Read SEC document |
| March 02, 2021 Filed Mar 3, 2021 02:55 UTC | UMB FINANCIAL CORP UMBF · Entity 2021 | SaleCommon Stock | 200 | $85.50 | $17,100.00 |
DisclosureSEC source: 0001127602-21-008950 · form4.xml · nonDerivative · entry 1 Terry Thomas S · CIK 0001659887 · Chief Credit Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,721.9959 Read SEC document |
| February 13, 2021 Filed Feb 17, 2021 23:28 UTC | UMB FINANCIAL CORP UMBF · Entity 2021 | Tax withholdingCommon Stock | 159 | $78.51 | $12,483.09 |
DisclosureSEC source: 0001127602-21-006336 · form4.xml · nonDerivative · entry 1 Terry Thomas S · CIK 0001659887 · Chief Credit Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,921.9959 Read SEC document |
| February 12, 2021 Filed Feb 17, 2021 00:09 UTC | UMB FINANCIAL CORP UMBF · Entity 2021 | GrantCommon Stock | 955 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-21-006016 · form4.xml · nonDerivative · entry 1 Terry Thomas S · CIK 0001659887 · Chief Credit Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,080.9959 Read SEC document |
| February 08, 2021 Filed Feb 10, 2021 23:41 UTC | UMB FINANCIAL CORP UMBF · Entity 2021 | Tax withholdingCommon Stock | 73 | $77.31 | $5,643.63 |
DisclosureSEC source: 0001127602-21-005042 · form4.xml · nonDerivative · entry 1 Terry Thomas S · CIK 0001659887 · Chief Credit Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,125.9959 Read SEC document |
| February 02, 2021 Filed Feb 4, 2021 23:38 UTC | UMB FINANCIAL CORP UMBF · Entity 2021 | Tax withholdingCommon Stock | 50 | $74.52 | $3,726.00 |
DisclosureSEC source: 0001127602-21-004065 · form4.xml · nonDerivative · entry 1 Terry Thomas S · CIK 0001659887 · Chief Credit Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,198.9959 Read SEC document |
| January 25, 2021 Filed Jan 26, 2021 23:43 UTC | UMB FINANCIAL CORP UMBF · Entity 2021 | Tax withholdingCommon Stock | 468 | $73.02 | $34,173.36 |
DisclosureSEC source: 0001127602-21-002667 · form4.xml · nonDerivative · entry 2 Terry Thomas S · CIK 0001659887 · Chief Credit Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,248.9959 Read SEC document |
| January 25, 2021 Filed Jan 26, 2021 23:43 UTC | UMB FINANCIAL CORP UMBF · Entity 2021 | GrantCommon Stock | 1,298 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-21-002667 · form4.xml · nonDerivative · entry 1 Terry Thomas S · CIK 0001659887 · Chief Credit Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,716.9959 F1 · balance_after: Reflects shares acquired through the reinvestment of dividends on restricted stock and restricted units. Read SEC document |
| December 24, 2020 Filed Dec 28, 2020 22:29 UTC | UMB FINANCIAL CORP UMBF · Entity 2021 | Exercise / conversionStock Option (Right to Buy) · Derivative | 1,921 | $0.00 Strike: $41.71 | $0.00 |
DisclosureSEC source: 0001127602-20-032401 · form4.xml · derivative · entry 8 Terry Thomas S · CIK 0001659887 · Chief Credit Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,921 shares Expires 2020-01-01 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: Options vest 50% on 1/1/2014, 75% on 1/1/2015, and 100% on 1/1/16 Read SEC document |
| December 24, 2020 Filed Dec 28, 2020 22:29 UTC | UMB FINANCIAL CORP UMBF · Entity 2021 | SaleCommon Stock | 2 | $68.76 | $137.52 |
DisclosureSEC source: 0001127602-20-032401 · form4.xml · nonDerivative · entry 6 Terry Thomas S · CIK 0001659887 · Chief Credit Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,382.5061 Read SEC document |
| December 24, 2020 Filed Dec 28, 2020 22:29 UTC | UMB FINANCIAL CORP UMBF · Entity 2021 | SaleCommon Stock | 64 | $68.75 | $4,400.00 |
DisclosureSEC source: 0001127602-20-032401 · form4.xml · nonDerivative · entry 5 Terry Thomas S · CIK 0001659887 · Chief Credit Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,384.5061 Read SEC document |
| December 24, 2020 Filed Dec 28, 2020 22:29 UTC | UMB FINANCIAL CORP UMBF · Entity 2021 | SaleCommon Stock | 100 | $68.69 | $6,869.00 |
DisclosureSEC source: 0001127602-20-032401 · form4.xml · nonDerivative · entry 4 Terry Thomas S · CIK 0001659887 · Chief Credit Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,448.5061 Read SEC document |
| December 24, 2020 Filed Dec 28, 2020 22:29 UTC | UMB FINANCIAL CORP UMBF · Entity 2021 | SaleCommon Stock | 36 | $68.68 | $2,472.48 |
DisclosureSEC source: 0001127602-20-032401 · form4.xml · nonDerivative · entry 3 Terry Thomas S · CIK 0001659887 · Chief Credit Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,548.5061 Read SEC document |
| December 24, 2020 Filed Dec 28, 2020 22:29 UTC | UMB FINANCIAL CORP UMBF · Entity 2021 | SaleCommon Stock | 1,226 | $68.57 | $84,063.26 |
DisclosureSEC source: 0001127602-20-032401 · form4.xml · nonDerivative · entry 2 Terry Thomas S · CIK 0001659887 · Chief Credit Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,584.5061 Read SEC document |
| December 24, 2020 Filed Dec 28, 2020 22:29 UTC | UMB FINANCIAL CORP UMBF · Entity 2021 | Exercise / conversionCommon Stock | 1,921 | $47.71 | $91,650.91 |
DisclosureSEC source: 0001127602-20-032401 · form4.xml · nonDerivative · entry 1 Terry Thomas S · CIK 0001659887 · Chief Credit Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,810.5061 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 · balance_after: Reflects shares acquired through the reinvestment of dividends on restricted units. Read SEC document |
| February 11, 2020 Filed Feb 14, 2020 22:39 UTC | UMB FINANCIAL CORP UMBF · Entity 2021 | GrantCommon Stock | 1,069 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-20-005760 · form4.xml · nonDerivative · entry 2 Terry Thomas S · CIK 0001659887 · Chief Credit Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,877.2991 F1 · shares: The restricted stock units vest 50% on 2/11/22, 75% on 2/11/23 and 100% on 2/11/24. Read SEC document |
| February 11, 2020 Filed Feb 14, 2020 22:39 UTC | UMB FINANCIAL CORP UMBF · Entity 2021 | Tax withholdingCommon Stock | 61 | $68.27 | $4,164.47 |
DisclosureSEC source: 0001127602-20-005760 · form4.xml · nonDerivative · entry 1 Terry Thomas S · CIK 0001659887 · Chief Credit Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,808.2991 Read SEC document |
| February 10, 2020 Filed Feb 11, 2020 22:22 UTC | UMB FINANCIAL CORP UMBF · Entity 2021 | Tax withholdingCommon Stock | 146 | $67.96 | $9,922.16 |
DisclosureSEC source: 0001127602-20-004923 · form4.xml · nonDerivative · entry 1 Terry Thomas S · CIK 0001659887 · Chief Lending Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,869.2991 Read SEC document |
| February 05, 2020 Filed Feb 6, 2020 22:35 UTC | UMB FINANCIAL CORP UMBF · Entity 2021 | Tax withholdingCommon Stock | 66 | $69.79 | $4,606.14 |
DisclosureSEC source: 0001127602-20-004070 · form4.xml · nonDerivative · entry 1 Terry Thomas S · CIK 0001659887 · Chief Lending Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,015.2991 Read SEC document |
| February 03, 2020 Filed Feb 5, 2020 22:19 UTC | UMB FINANCIAL CORP UMBF · Entity 2021 | Tax withholdingCommon Stock | 48 | $66.46 | $3,190.08 |
DisclosureSEC source: 0001127602-20-003789 · form4.xml · nonDerivative · entry 1 Terry Thomas S · CIK 0001659887 · Chief Lending Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,081.2991 Read SEC document |
| January 27, 2020 Filed Jan 29, 2020 21:32 UTC | UMB FINANCIAL CORP UMBF · Entity 2021 | Tax withholdingCommon Stock | 376 | $64.82 | $24,372.32 |
DisclosureSEC source: 0001127602-20-002633 · form4.xml · nonDerivative · entry 1 Terry Thomas S · CIK 0001659887 · Chief Lending Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,129.2991 F1 · balance_after: Reflects shares acquired through the reinvestment of dividends on restricted stock. Read SEC document |
| December 05, 2019 Filed Dec 9, 2019 22:05 UTC | UMB FINANCIAL CORP UMBF · Entity 2021 | Exercise / conversionStock Option (Right to Buy) · Derivative | 462 | $0.00 Strike: $37.84 | $0.00 |
DisclosureSEC source: 0001127602-19-034594 · form4.xml · derivative · entry 4 Terry Thomas S · CIK 0001659887 · Chief Lending Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 462 shares Expires 2020-01-01 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. Read SEC document |
| December 05, 2019 Filed Dec 9, 2019 22:05 UTC | UMB FINANCIAL CORP UMBF · Entity 2021 | SaleCommon Stock | 330 | $67.27 | $22,197.52 |
DisclosureSEC source: 0001127602-19-034594 · form4.xml · nonDerivative · entry 2 Terry Thomas S · CIK 0001659887 · Chief Lending Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,493.4426 Read SEC document |
| December 05, 2019 Filed Dec 9, 2019 22:05 UTC | UMB FINANCIAL CORP UMBF · Entity 2021 | Exercise / conversionCommon Stock | 462 | $37.84 | $17,482.08 |
DisclosureSEC source: 0001127602-19-034594 · form4.xml · nonDerivative · entry 1 Terry Thomas S · CIK 0001659887 · Chief Lending Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,823.4426 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 · balance_after: Reflects shares acquired through the reinvestment of dividends on restricted stock. Read SEC document |
| July 29, 2019 Filed Jul 31, 2019 19:37 UTC | UMB FINANCIAL CORP UMBF · Entity 2021 | Tax withholdingCommon Stock | 201 | $67.26 | $13,519.26 |
DisclosureSEC source: 0001127602-19-025484 · form4.xml · nonDerivative · entry 1 Terry Thomas S · CIK 0001659887 · Chief Lending Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,349.2156 F1 · balance_after: Reflects shares acquired through the reinvestment of dividends on restricted stock. Read SEC document |
| February 13, 2019 Filed Feb 14, 2019 00:15 UTC | UMB FINANCIAL CORP UMBF · Entity 2021 | GrantCommon Stock | 1,043 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-19-005766 · form4.xml · nonDerivative · entry 2 Terry Thomas S · CIK 0001659887 · Chief Lending Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,520.5175 F1 · shares: The restricted stock units vest 50% on 2/13/21, 75% on 2/13/22 and 100% on 2/13/23. Read SEC document |
| February 11, 2019 Filed Feb 14, 2019 00:15 UTC | UMB FINANCIAL CORP UMBF · Entity 2021 | Tax withholdingCommon Stock | 60 | $66.43 | $3,985.80 |
DisclosureSEC source: 0001127602-19-005766 · form4.xml · nonDerivative · entry 1 Terry Thomas S · CIK 0001659887 · Chief Lending Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,477.5175 Read SEC document |
| February 10, 2019 Filed Feb 11, 2019 23:07 UTC | UMB FINANCIAL CORP UMBF · Entity 2021 | Tax withholdingCommon Stock | 30 | $65.54 | $1,966.20 |
DisclosureSEC source: 0001127602-19-005176 · form4.xml · nonDerivative · entry 1 Terry Thomas S · CIK 0001659887 · Chief Lending Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,537.5175 Read SEC document |
| February 05, 2019 Filed Feb 6, 2019 21:20 UTC | UMB FINANCIAL CORP UMBF · Entity 2021 | Tax withholdingCommon Stock | 54 | $66.01 | $3,564.54 |
DisclosureSEC source: 0001127602-19-004309 · form4.xml · nonDerivative · entry 1 Terry Thomas S · CIK 0001659887 · Chief Lending Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,567.5175 Read SEC document |
| February 02, 2019 Filed Feb 5, 2019 22:06 UTC | UMB FINANCIAL CORP UMBF · Entity 2021 | Tax withholdingCommon Stock | 79 | $64.64 | $5,106.56 |
DisclosureSEC source: 0001127602-19-004157 · form4.xml · nonDerivative · entry 1 Terry Thomas S · CIK 0001659887 · Chief Lending Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,621.5175 Read SEC document |
| January 28, 2019 Filed Jan 30, 2019 22:46 UTC | UMB FINANCIAL CORP UMBF · Entity 2021 | Tax withholdingCommon Stock | 517 | $68.44 | $35,383.48 |
DisclosureSEC source: 0001127602-19-003114 · form4.xml · nonDerivative · entry 1 Terry Thomas S · CIK 0001659887 · Chief Lending Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,700.5175 F1 · balance_after: Reflects shares acquired through the reinvestment of dividends on restricted stock. Read SEC document |
| November 14, 2018 Filed Nov 16, 2018 16:37 UTC | UMB FINANCIAL CORP UMBF · Entity 2021 | Exercise / conversionStock Option (Right to Buy) · Derivative | 845 | $0.00 Strike: $41.37 | $0.00 |
DisclosureSEC source: 0001127602-18-033289 · form4.xml · derivative · entry 7 Terry Thomas S · CIK 0001659887 · Chief Lending Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 845 shares Expires 2019-01-01 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. Read SEC document |
| November 14, 2018 Filed Nov 16, 2018 16:37 UTC | UMB FINANCIAL CORP UMBF · Entity 2021 | Exercise / conversionStock Option (Right to Buy) · Derivative | 1,500 | $0.00 Strike: $40.93 | $0.00 |
DisclosureSEC source: 0001127602-18-033289 · form4.xml · derivative · entry 6 Terry Thomas S · CIK 0001659887 · Chief Lending Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,500 shares Expires 2018-11-17 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 |
| November 14, 2018 Filed Nov 16, 2018 16:37 UTC | UMB FINANCIAL CORP UMBF · Entity 2021 | SaleCommon Stock | 645 | $65.23 | $42,070.32 |
DisclosureSEC source: 0001127602-18-033289 · form4.xml · nonDerivative · entry 4 Terry Thomas S · CIK 0001659887 · Chief Lending Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,191.2327 Read SEC document |
| November 14, 2018 Filed Nov 16, 2018 16:37 UTC | UMB FINANCIAL CORP UMBF · Entity 2021 | Exercise / conversionCommon Stock | 845 | $41.37 | $34,957.65 |
DisclosureSEC source: 0001127602-18-033289 · form4.xml · nonDerivative · entry 3 Terry Thomas S · CIK 0001659887 · Chief Lending Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,836.2327 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 |
| November 14, 2018 Filed Nov 16, 2018 16:37 UTC | UMB FINANCIAL CORP UMBF · Entity 2021 | SaleCommon Stock | 957 | $65.23 | $62,420.61 |
DisclosureSEC source: 0001127602-18-033289 · form4.xml · nonDerivative · entry 2 Terry Thomas S · CIK 0001659887 · Chief Lending Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,991.2327 Read SEC document |
| November 14, 2018 Filed Nov 16, 2018 16:37 UTC | UMB FINANCIAL CORP UMBF · Entity 2021 | Exercise / conversionCommon Stock | 1,500 | $40.93 | $61,395.00 |
DisclosureSEC source: 0001127602-18-033289 · form4.xml · nonDerivative · entry 1 Terry Thomas S · CIK 0001659887 · Chief Lending Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,948.2327 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 |
| July 29, 2018 Filed Jul 30, 2018 20:56 UTC | UMB FINANCIAL CORP UMBF · Entity 2021 | Tax withholdingCommon Stock | 200 | $71.98 | $14,396.00 |
DisclosureSEC source: 0001127602-18-024042 · form4.xml · nonDerivative · entry 1 Terry Thomas S · CIK 0001659887 · Chief Lending Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,426.4228 F1 · balance_after: Reflects shares acquired through the reinvestment of dividends on restricted stock. Read SEC document |
| February 12, 2018 Filed Feb 13, 2018 21:03 UTC | UMB FINANCIAL CORP UMBF · Entity 2021 | Tax withholdingCommon Stock | 36 | $73.98 | $2,663.28 |
DisclosureSEC source: 0001127602-18-005482 · form4.xml · nonDerivative · entry 3 Terry Thomas S · CIK 0001659887 · Chief Lending Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,579.9283 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.