Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| UMB FINANCIAL CORPUMBF · Entity 2021 | Chief Accounting Officer | August 05, 2026 | August 06, 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 05, 2026 · Filed August 06, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 6,538.41 |
Reported balance
After 2026-08-05 transaction · row 1
1 source rowRow 1 · 2026-08-05 · Sale · Disposed 145 · Balance 6,538.41 |
| Common StockSEC Table I · non-derivative | IndirectBy 401K | 307.686 |
Reported balance
Holding disclosure · report date 2026-08-05 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 307.686 |
| Common StockSEC Table I · non-derivative | IndirectBy ESOP | 306.886 |
Reported balance
Holding disclosure · report date 2026-08-05 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 306.886 |
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 11, 2020 Filed Feb 14, 2020 22:29 UTC | UMB FINANCIAL CORP UMBF · Entity 2021 | Tax withholdingCommon Stock | 49 | $68.27 | $3,345.23 |
DisclosureSEC source: 0001127602-20-005746 · form4.xml · nonDerivative · entry 1 Odgers David Carl · CIK 0001801742 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,353.34 Read SEC document |
| February 10, 2020 Filed Feb 11, 2020 22:16 UTC | UMB FINANCIAL CORP UMBF · Entity 2021 | Tax withholdingCommon Stock | 98 | $67.96 | $6,660.08 |
DisclosureSEC source: 0001127602-20-004910 · form4.xml · nonDerivative · entry 1 Odgers David Carl · CIK 0001801742 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,402.34 Read SEC document |
| February 05, 2020 Filed Feb 6, 2020 22:16 UTC | UMB FINANCIAL CORP UMBF · Entity 2021 | Tax withholdingCommon Stock | 41 | $69.79 | $2,861.39 |
DisclosureSEC source: 0001127602-20-004033 · form4.xml · nonDerivative · entry 2 Odgers David Carl · CIK 0001801742 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,500.34 Read SEC document |
| February 03, 2020 Filed Feb 6, 2020 22:16 UTC | UMB FINANCIAL CORP UMBF · Entity 2021 | Tax withholdingCommon Stock | 26 | $66.46 | $1,727.96 |
DisclosureSEC source: 0001127602-20-004033 · form4.xml · nonDerivative · entry 1 Odgers David Carl · CIK 0001801742 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,541.34 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.