Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| UMB FINANCIAL CORPUMBF · Entity 2021 | Director · Chairman and CEO | August 04, 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 04, 2026 · Filed August 06, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | IndirectBy Trust - RC Kemper Irrevocable Trust | 1,491,138 |
Reported balance
After 2026-08-04 transaction · row 1
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 1 · 2026-08-04 · Sale · Disposed 15,062 · Balance 1,491,138 F1: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $148.16 to $149.11, inclusive. |
| Common StockSEC Table I · non-derivative | Direct | 328,710.2177 |
Reported balance
Holding disclosure · report date 2026-08-04 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 328,710.2177 |
| Common StockSEC Table I · non-derivative | IndirectBy Daughter - Custodial Brokerage Account | 1,020.29 |
Reported balance
Holding disclosure · report date 2026-08-04 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 1,020.29 |
| Common StockSEC Table I · non-derivative | IndirectBy Esop | 2,352.3 |
Reported balance
Holding disclosure · report date 2026-08-04 · row 4
Holding and transaction disclosures are not merged.
1 source rowRow 4 · Balance 2,352.3 |
| Common StockSEC Table I · non-derivative | IndirectBy Son - Custodial Brokerage Account | 1,024.082 |
Reported balance
Holding disclosure · report date 2026-08-04 · row 5
Holding and transaction disclosures are not merged.
1 source rowRow 5 · Balance 1,024.082 |
| Common StockSEC Table I · non-derivative | IndirectBy Trust - J. Mariner Kemper Trust | 1,314.921 |
Reported balance
Holding disclosure · report date 2026-08-04 · row 6
Holding and transaction disclosures are not merged.
1 source rowRow 6 · Balance 1,314.921 |
| Common StockSEC Table I · non-derivative | IndirectBy Trust - RC Kemper For John | 0 |
Reported balance
Holding disclosure · report date 2026-08-04 · row 7
Holding and transaction disclosures are not merged.
1 source rowRow 7 · Balance 0 |
| Common StockSEC Table I · non-derivative | IndirectBy Trust - RC Kemper Irr Dynasty for John Mariner Kemper | 5,561 |
Reported balance
Holding disclosure · report date 2026-08-04 · row 8
Holding and transaction disclosures are not merged.
1 source rowRow 8 · Balance 5,561 |
| Common StockSEC Table I · non-derivative | IndirectBy Trust - TUW RC Kemper For John Mariner | 21,460 |
Reported balance
Holding disclosure · report date 2026-08-04 · row 9
Holding and transaction disclosures are not merged.
1 source rowRow 9 · Balance 21,460 |
| Common StockSEC Table I · non-derivative | IndirectBy Trust: Mary S Hunt Trust | 12,558 |
Reported balance
Holding disclosure · report date 2026-08-04 · row 10
Holding and transaction disclosures are not merged.
1 source rowRow 10 · Balance 12,558 |
| Common StockSEC Table I · non-derivative | IndirectBy Trust: Megan Kemper Trust | 8,216.735 |
Reported balance
Holding disclosure · report date 2026-08-04 · row 11
Holding and transaction disclosures are not merged.
1 source rowRow 11 · Balance 8,216.735 |
| Common StockSEC Table I · non-derivative | IndirectHeld by Kemper Realty | 288,945 |
Reported balance
Holding disclosure · report date 2026-08-04 · row 12
Holding and transaction disclosures are not merged.
1 source rowRow 12 · Balance 288,945 |
| Common StockSEC Table I · non-derivative | IndirectHeld by Pioneer Service Corporation | 392,029 |
Reported balance
Holding disclosure · report date 2026-08-04 · row 13
Holding and transaction disclosures are not merged.
1 source rowRow 13 · Balance 392,029 |
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 $148.16 to $149.11, inclusive.
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 |
|---|---|---|---|---|---|---|
| April 27, 2017 Filed Apr 28, 2017 21:03 UTC | UMB FINANCIAL CORP UMBF · Entity 2021 | SaleCommon Stock | 510.9 | $75.08 | $38,358.37 |
DisclosureSEC source: 0001127602-17-015872 · form4.xml · nonDerivative · entry 5 KEMPER J MARINER · CIK 0001229109 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 200,428.7889 Read SEC document |
| April 27, 2017 Filed Apr 28, 2017 21:03 UTC | UMB FINANCIAL CORP UMBF · Entity 2021 | SaleCommon Stock | 774.54 | $75.07 | $58,144.72 |
DisclosureSEC source: 0001127602-17-015872 · form4.xml · nonDerivative · entry 4 KEMPER J MARINER · CIK 0001229109 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 200,939.6889 Read SEC document |
| April 27, 2017 Filed Apr 28, 2017 21:03 UTC | UMB FINANCIAL CORP UMBF · Entity 2021 | SaleCommon Stock | 648.18 | $75.06 | $48,652.39 |
DisclosureSEC source: 0001127602-17-015872 · form4.xml · nonDerivative · entry 3 KEMPER J MARINER · CIK 0001229109 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 201,714.2289 Read SEC document |
| April 27, 2017 Filed Apr 28, 2017 21:03 UTC | UMB FINANCIAL CORP UMBF · Entity 2021 | SaleCommon Stock | 248 | $75.04 | $18,609.92 |
DisclosureSEC source: 0001127602-17-015872 · form4.xml · nonDerivative · entry 2 KEMPER J MARINER · CIK 0001229109 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 202,362.4089 Read SEC document |
| April 27, 2017 Filed Apr 28, 2017 21:03 UTC | UMB FINANCIAL CORP UMBF · Entity 2021 | Exercise / conversionCommon Stock | 16,237 | $37.73 | $612,622.01 |
DisclosureSEC source: 0001127602-17-015872 · form4.xml · nonDerivative · entry 1 KEMPER J MARINER · CIK 0001229109 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 202,610.4089 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: Includes shares acquired from dividend reinvestment Read SEC document |
| February 12, 2017 Filed Feb 14, 2017 16:10 UTC | UMB FINANCIAL CORP UMBF · Entity 2021 | Tax withholdingCommon Stock | 411 | $76.87 | $31,593.57 |
DisclosureSEC source: 0001127602-17-005734 · form4.xml · nonDerivative · entry 3 KEMPER J MARINER · CIK 0001229109 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 186,125.5432 Read SEC document |
| February 10, 2017 Filed Feb 14, 2017 16:10 UTC | UMB FINANCIAL CORP UMBF · Entity 2021 | Tax withholdingCommon Stock | 902 | $76.87 | $69,336.74 |
DisclosureSEC source: 0001127602-17-005734 · form4.xml · nonDerivative · entry 2 KEMPER J MARINER · CIK 0001229109 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 186,536.5432 Read SEC document |
| February 10, 2017 Filed Feb 14, 2017 16:10 UTC | UMB FINANCIAL CORP UMBF · Entity 2021 | Tax withholdingCommon Stock | 403 | $76.87 | $30,978.61 |
DisclosureSEC source: 0001127602-17-005734 · form4.xml · nonDerivative · entry 1 KEMPER J MARINER · CIK 0001229109 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 187,438.5432 Read SEC document |
| February 02, 2017 Filed Feb 7, 2017 00:23 UTC | UMB FINANCIAL CORP UMBF · Entity 2021 | GrantStock Option (Right to Buy) · Derivative | 27,964 | $0.00 Strike: $75.25 | $0.00 |
DisclosureSEC source: 0001127602-17-004169 · form4.xml · derivative · entry 11 KEMPER J MARINER · CIK 0001229109 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,964 Underlying: Common Stock · 27,964 shares Expires 2027-02-02 F4 · derivative.exercise_date: Options will vest 50% on 2/2/2019, 75% on 2/2/2020, and 100% on 2/2/2021. Read SEC document |
| February 02, 2017 Filed Feb 7, 2017 00:23 UTC | UMB FINANCIAL CORP UMBF · Entity 2021 | GrantCommon Stock | 19,933 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-004169 · form4.xml · nonDerivative · entry 5 KEMPER J MARINER · CIK 0001229109 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 187,841.5432 Read SEC document |
| January 23, 2017 Filed Jan 25, 2017 23:24 UTC | UMB FINANCIAL CORP UMBF · Entity 2021 | Tax withholdingCommon Stock | 2,556 | $73.36 | $187,508.16 |
DisclosureSEC source: 0001127602-17-002370 · form4.xml · nonDerivative · entry 2 KEMPER J MARINER · CIK 0001229109 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 169,908.5432 Read SEC document |
| January 23, 2017 Filed Jan 25, 2017 23:24 UTC | UMB FINANCIAL CORP UMBF · Entity 2021 | Disposition to issuerCommon Stock | 1,103 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-002370 · form4.xml · nonDerivative · entry 1 KEMPER J MARINER · CIK 0001229109 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 172,464.5432 F1 · ownership.direct: Reflects shares acquired through the reinvestment of dividends on restricted stock F2 · ownership.direct: Reflects the transfer of common stock from the TUW R Crosby Kemper Trust for John. Read SEC document |
| November 10, 2016 Filed Nov 14, 2016 14:48 UTC | UMB FINANCIAL CORP UMBF · Entity 2021 | Exercise / conversionStock Option (Right to Buy) · Derivative | 20,467 | $0.00 Strike: $38.84 | $0.00 |
DisclosureSEC source: 0001127602-16-066802 · form4.xml · derivative · entry 9 KEMPER J MARINER · CIK 0001229109 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 20,467 shares Expires 2017-01-01 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 will vest 50% on the third 1/1/2010; 75% on the 1/1/2011; and 100% on 1/1/2012. Read SEC document |
| November 10, 2016 Filed Nov 14, 2016 14:48 UTC | UMB FINANCIAL CORP UMBF · Entity 2021 | Tax withholdingCommon Stock | 15,702 | $69.66 | $1,093,801.32 |
DisclosureSEC source: 0001127602-16-066802 · form4.xml · nonDerivative · entry 2 KEMPER J MARINER · CIK 0001229109 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 161,064.8455 F1 · balance_after: Includes shares acquired through dividend reinvestment of restricted stock shares Read SEC document |
| November 10, 2016 Filed Nov 14, 2016 14:48 UTC | UMB FINANCIAL CORP UMBF · Entity 2021 | Exercise / conversionCommon Stock | 20,467 | $38.84 | $794,938.28 |
DisclosureSEC source: 0001127602-16-066802 · form4.xml · nonDerivative · entry 1 KEMPER J MARINER · CIK 0001229109 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 176,766.8455 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 |
| October 19, 2016 Filed Feb 7, 2017 00:23 UTC | UMB FINANCIAL CORP UMBF · Entity 2021 | GiftCommon Stock | 1,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-004169 · form4.xml · nonDerivative · entry 4 KEMPER J MARINER · CIK 0001229109 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Indirect · By Daughter - Custodial Brokerage Account Disclosed balance after: 1,000 Read SEC document |
| October 19, 2016 Filed Feb 7, 2017 00:23 UTC | UMB FINANCIAL CORP UMBF · Entity 2021 | GiftCommon Stock | 1,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-004169 · form4.xml · nonDerivative · entry 3 KEMPER J MARINER · CIK 0001229109 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 166,583.8455 F2 · kind: This transaction involved a gift of securities by the reporting person to a custodial brokerage account in the name of his daughter, who shares the reporting person's household. The reporting person disclaims ownership of the shares held by his daughter in this account, and this report should not be deemed an admission that the reporting person is the beneficial owner of his daughter's shares for purposes of Section 16 or for any other purpose. Read SEC document |
| October 19, 2016 Filed Feb 7, 2017 00:23 UTC | UMB FINANCIAL CORP UMBF · Entity 2021 | GiftCommon Stock | 1,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-004169 · form4.xml · nonDerivative · entry 2 KEMPER J MARINER · CIK 0001229109 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Indirect · By Son - Custodial Brokerage Account Disclosed balance after: 1,000 Read SEC document |
| October 19, 2016 Filed Feb 7, 2017 00:23 UTC | UMB FINANCIAL CORP UMBF · Entity 2021 | GiftCommon Stock | 1,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-004169 · form4.xml · nonDerivative · entry 1 KEMPER J MARINER · CIK 0001229109 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 167,583.8455 F1 · kind: This transaction involved a gift of securities by the reporting person to a custodial brokerage account in the name of his son, who shares the reporting person's household. The reporting person disclaims ownership of the shares held by his son in this account, and this report should not be deemed an admission that the reporting person is the beneficial owner of his son's shares for purposes of Section 16 or for any other purpose. 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.