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 |
|---|---|---|---|---|---|---|
| February 12, 2018 Filed Feb 13, 2018 21:03 UTC | UMB FINANCIAL CORP UMBF · Entity 2021 | Tax withholdingCommon Stock | 117 | $74.13 | $8,673.21 |
DisclosureSEC source: 0001127602-18-005482 · form4.xml · nonDerivative · entry 2 Terry Thomas S · CIK 0001659887 · Chief Lending Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,615.9283 Read SEC document |
| February 12, 2018 Filed Feb 13, 2018 21:03 UTC | UMB FINANCIAL CORP UMBF · Entity 2021 | Tax withholdingCommon Stock | 29 | $74.13 | $2,149.77 |
DisclosureSEC source: 0001127602-18-005482 · form4.xml · nonDerivative · entry 1 Terry Thomas S · CIK 0001659887 · Chief Lending Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,732.9283 Read SEC document |
| February 08, 2018 Filed Feb 9, 2018 23:15 UTC | UMB FINANCIAL CORP UMBF · Entity 2021 | GrantCommon Stock | 899 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-18-005010 · form4.xml · nonDerivative · entry 1 Terry Thomas S · CIK 0001659887 · Chief Lending Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,761.9283 Read SEC document |
| February 05, 2018 Filed Feb 7, 2018 00:34 UTC | UMB FINANCIAL CORP UMBF · Entity 2021 | Tax withholdingCommon Stock | 127 | $73.13 | $9,287.51 |
DisclosureSEC source: 0001127602-18-004416 · form4.xml · nonDerivative · entry 1 Terry Thomas S · CIK 0001659887 · Chief Lending Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,862.9283 Read SEC document |
| January 22, 2018 Filed Jan 29, 2018 20:38 UTC | UMB FINANCIAL CORP UMBF · Entity 2021 | Tax withholdingCommon Stock | 326 | $74.75 | $24,368.50 |
DisclosureSEC source: 0001127602-18-002768 · form4.xml · nonDerivative · entry 1 Terry Thomas S · CIK 0001659887 · Chief Lending Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,989.9283 F1 · balance_after: Reflects shares acquired through the reinvestment of dividends on restricted stock. Read SEC document |
| February 22, 2017 Filed Feb 22, 2017 23:36 UTC | UMB FINANCIAL CORP UMBF · Entity 2021 | Exercise / conversionStock Option (Right to Buy) · Derivative | 2,000 | $0.00 Strike: $38.54 | $0.00 |
DisclosureSEC source: 0001127602-17-007821 · 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 · 2,000 shares Expires 2017-12-20 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 |
| February 22, 2017 Filed Feb 22, 2017 23:36 UTC | UMB FINANCIAL CORP UMBF · Entity 2021 | Tax withholdingCommon Stock | 962 | $80.14 | $77,094.68 |
DisclosureSEC source: 0001127602-17-007821 · form4.xml · nonDerivative · entry 2 Terry Thomas S · CIK 0001659887 · Chief Lending Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,221.1556 Read SEC document |
| February 22, 2017 Filed Feb 22, 2017 23:36 UTC | UMB FINANCIAL CORP UMBF · Entity 2021 | Exercise / conversionCommon Stock | 2,000 | $38.54 | $77,080.00 |
DisclosureSEC source: 0001127602-17-007821 · form4.xml · nonDerivative · entry 1 Terry Thomas S · CIK 0001659887 · Chief Lending Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,183.1556 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 |
| February 12, 2017 Filed Feb 14, 2017 16:24 UTC | UMB FINANCIAL CORP UMBF · Entity 2021 | Tax withholdingCommon Stock | 46 | $76.87 | $3,536.02 |
DisclosureSEC source: 0001127602-17-005765 · form4.xml · nonDerivative · entry 3 Terry Thomas S · CIK 0001659887 · Chief Lending Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,183.1556 Read SEC document |
| February 10, 2017 Filed Feb 14, 2017 16:24 UTC | UMB FINANCIAL CORP UMBF · Entity 2021 | Tax withholdingCommon Stock | 73 | $76.87 | $5,611.51 |
DisclosureSEC source: 0001127602-17-005765 · form4.xml · nonDerivative · entry 2 Terry Thomas S · CIK 0001659887 · Chief Lending Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,229.1556 Read SEC document |
| February 10, 2017 Filed Feb 14, 2017 16:24 UTC | UMB FINANCIAL CORP UMBF · Entity 2021 | Tax withholdingCommon Stock | 52 | $76.87 | $3,997.24 |
DisclosureSEC source: 0001127602-17-005765 · form4.xml · nonDerivative · entry 1 Terry Thomas S · CIK 0001659887 · Chief Lending Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,302.1556 Read SEC document |
| February 02, 2017 Filed Feb 6, 2017 20:16 UTC | UMB FINANCIAL CORP UMBF · Entity 2021 | GrantStock Option (Right to Buy) · Derivative | 2,097 | $0.00 Strike: $75.25 | $0.00 |
DisclosureSEC source: 0001127602-17-004050 · form4.xml · derivative · entry 3 Terry Thomas S · CIK 0001659887 · Chief Lending Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,097 Underlying: Common Stock · 2,097 shares Expires 2027-02-02 F2 · derivative.exercise_date: Options will vest 50% on 2/2/19, 75% on 2/2/20 and 100% on 2/2/21. Read SEC document |
| February 02, 2017 Filed Feb 6, 2017 20:16 UTC | UMB FINANCIAL CORP UMBF · Entity 2021 | GrantCommon Stock | 1,494 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-004050 · form4.xml · nonDerivative · entry 1 Terry Thomas S · CIK 0001659887 · Chief Lending Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,354.1556 Read SEC document |
| January 23, 2017 Filed Jan 25, 2017 23:49 UTC | UMB FINANCIAL CORP UMBF · Entity 2021 | Tax withholdingCommon Stock | 149 | $73.36 | $10,930.64 |
DisclosureSEC source: 0001127602-17-002396 · form4.xml · nonDerivative · entry 2 Terry Thomas S · CIK 0001659887 · Chief Lending Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,860.1556 F1 · balance_after: Reflects shares acquired through the reinvestment of dividends on restricted stock Read SEC document |
| January 23, 2017 Filed Jan 25, 2017 23:49 UTC | UMB FINANCIAL CORP UMBF · Entity 2021 | Disposition to issuerCommon Stock | 52 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-002396 · form4.xml · nonDerivative · entry 1 Terry Thomas S · CIK 0001659887 · Chief Lending Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,009.1556 Read SEC document |
| December 02, 2016 Filed Dec 5, 2016 20:51 UTC | UMB FINANCIAL CORP UMBF · Entity 2021 | Exercise / conversionStock Option (Right to Buy) · Derivative | 2,000 | $0.00 Strike: $36.36 | $0.00 |
DisclosureSEC source: 0001127602-16-069114 · 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 · 2,000 shares Expires 2016-12-13 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 02, 2016 Filed Dec 5, 2016 20:51 UTC | UMB FINANCIAL CORP UMBF · Entity 2021 | Tax withholdingCommon Stock | 945 | $77.00 | $72,765.00 |
DisclosureSEC source: 0001127602-16-069114 · form4.xml · nonDerivative · entry 2 Terry Thomas S · CIK 0001659887 · Chief Lending Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,969.9583 Read SEC document |
| December 02, 2016 Filed Dec 5, 2016 20:51 UTC | UMB FINANCIAL CORP UMBF · Entity 2021 | Exercise / conversionCommon Stock | 2,000 | $36.36 | $72,720.00 |
DisclosureSEC source: 0001127602-16-069114 · form4.xml · nonDerivative · entry 1 Terry Thomas S · CIK 0001659887 · Chief Lending Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,914.9583 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.