Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| COMMERCE BANCSHARES INC /MO/CBSH · Entity 3630 | Senior Vice President | 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.
COMMERCE BANCSHARES INC /MO/
Report date August 04, 2026 · Filed August 06, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 30,535 |
Ending reported balance
After 2026-08-04 transaction · row 4
4 source rows · reconciled sequenceRow 1 · 2026-08-04 · Exercise / conversion · Acquired 3,507 · Balance 34,042 Row 2 · 2026-08-04 · Tax withholding · Disposed 357 · Balance 33,685 Row 3 · 2026-08-04 · Disposition to issuer · Disposed 2,320 · Balance 31,365 Row 4 · 2026-08-04 · Sale · Disposed 830 · Balance 30,535 F1: Sale prices ranged from $60.27 to $60.283. |
| Stock Appreciation RightsSEC Table II · derivative / convertible security · Conversion / exercise price $39.90 · Expires 2028-01-24 | Direct | 0 |
Reported balance
After 2026-08-04 transaction · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · 2026-08-04 · Exercise / conversion · Disposed 3,507 · Balance 0 F2: The stock appreciation right vests in four equal annual installments beginning January 24, 2019. |
| Common StockSEC Table I · non-derivative | Indirect401(k) | 2,176 |
Reported balance
Holding disclosure · report date 2026-08-04 · row 5
Holding and transaction disclosures are not merged.
1 source rowRow 5 · Balance 2,176 |
Filing footnotes · ownership attribution and instrument terms
F1: Sale prices ranged from $60.27 to $60.283.
F2: The stock appreciation right vests in four equal annual installments beginning January 24, 2019.
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 01, 2021 Filed Feb 3, 2021 21:06 UTC | COMMERCE BANCSHARES INC /MO/ CBSH · Entity 3630 | Tax withholdingCommon Stock | 582 | $67.91 | $39,523.62 |
DisclosureSEC source: 0001127602-21-003678 · form4.xml · nonDerivative · entry 1 Roller David L. · CIK 0001678327 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,849 F1 · balance_after: All stock holding balances adjusted to include a 5% stock dividend. Record date 12/2/2020, payable 12/18/2020. Read SEC document |
| March 02, 2020 Filed Mar 4, 2020 21:09 UTC | COMMERCE BANCSHARES INC /MO/ CBSH · Entity 3630 | Tax withholdingCommon Stock | 371 | $63.43 | $23,532.53 |
DisclosureSEC source: 0001127602-20-009376 · form4.xml · nonDerivative · entry 1 Roller David L. · CIK 0001678327 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,411 Read SEC document |
| February 05, 2020 Filed Feb 7, 2020 21:00 UTC | COMMERCE BANCSHARES INC /MO/ CBSH · Entity 3630 | Exercise / conversionStock Appreciation Rights · Derivative | 843 | $0.00 Strike: $33.21 | $0.00 |
DisclosureSEC source: 0001127602-20-004321 · form4.xml · derivative · entry 6 Roller David L. · CIK 0001678327 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 843 shares Expires 2024-03-05 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 · derivative.exercise_date: The stock appreciation rights vest in four equal annual installments beginning on March 5, 2015. Read SEC document |
| February 05, 2020 Filed Feb 7, 2020 21:00 UTC | COMMERCE BANCSHARES INC /MO/ CBSH · Entity 3630 | SaleCommon Stock | 143 | $70.92 | $10,141.56 |
DisclosureSEC source: 0001127602-20-004321 · form4.xml · nonDerivative · entry 4 Roller David L. · CIK 0001678327 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,782 Read SEC document |
| February 05, 2020 Filed Feb 7, 2020 21:00 UTC | COMMERCE BANCSHARES INC /MO/ CBSH · Entity 3630 | Disposition to issuerCommon Stock | 395 | $70.91 | $28,009.45 |
DisclosureSEC source: 0001127602-20-004321 · form4.xml · nonDerivative · entry 3 Roller David L. · CIK 0001678327 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,925 Read SEC document |
| February 05, 2020 Filed Feb 7, 2020 21:00 UTC | COMMERCE BANCSHARES INC /MO/ CBSH · Entity 3630 | Tax withholdingCommon Stock | 162 | $70.91 | $11,487.42 |
DisclosureSEC source: 0001127602-20-004321 · form4.xml · nonDerivative · entry 2 Roller David L. · CIK 0001678327 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,320 Read SEC document |
| February 05, 2020 Filed Feb 7, 2020 21:00 UTC | COMMERCE BANCSHARES INC /MO/ CBSH · Entity 3630 | Exercise / conversionCommon Stock | 843 | $33.21 | $27,999.49 |
DisclosureSEC source: 0001127602-20-004321 · form4.xml · nonDerivative · entry 1 Roller David L. · CIK 0001678327 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,482 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 03, 2020 Filed Feb 5, 2020 21:22 UTC | COMMERCE BANCSHARES INC /MO/ CBSH · Entity 3630 | GrantStock Appreciation Rights · Derivative | 3,166 | $0.00 Strike: $68.68 | $0.00 |
DisclosureSEC source: 0001127602-20-003749 · form4.xml · derivative · entry 3 Roller David L. · CIK 0001678327 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,166 Underlying: Common Stock · 3,166 shares Expires 2030-02-03 F2 · derivative.exercise_date: The stock appreciation right vests in four equal annual installments beginning February 3, 2021. Read SEC document |
| February 03, 2020 Filed Feb 5, 2020 21:22 UTC | COMMERCE BANCSHARES INC /MO/ CBSH · Entity 3630 | GrantCommon Stock | 6,099 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-20-003749 · form4.xml · nonDerivative · entry 1 Roller David L. · CIK 0001678327 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,639 F1 · balance_after: All stock holding balances adjusted to include a 5% stock dividend. Record date 12/3/2019, payable 12/18/2019. Read SEC document |
| November 05, 2019 Filed Nov 6, 2019 20:21 UTC | COMMERCE BANCSHARES INC /MO/ CBSH · Entity 3630 | Exercise / conversionStock Appreciation Rights · Derivative | 1,085 | $0.00 Strike: $29.12 | $0.00 |
DisclosureSEC source: 0001127602-19-032025 · form4.xml · derivative · entry 6 Roller David L. · CIK 0001678327 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,085 shares Expires 2023-04-17 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. F1 · derivative.exercise_date: This stock appreciation right vests in four equal annual installments beginning on April 17, 2014. Read SEC document |
| November 05, 2019 Filed Nov 6, 2019 20:21 UTC | COMMERCE BANCSHARES INC /MO/ CBSH · Entity 3630 | SaleCommon Stock | 204 | $66.52 | $13,570.69 |
DisclosureSEC source: 0001127602-19-032025 · form4.xml · nonDerivative · entry 4 Roller David L. · CIK 0001678327 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,848 Read SEC document |
| November 05, 2019 Filed Nov 6, 2019 20:21 UTC | COMMERCE BANCSHARES INC /MO/ CBSH · Entity 3630 | Disposition to issuerCommon Stock | 475 | $66.54 | $31,606.50 |
DisclosureSEC source: 0001127602-19-032025 · form4.xml · nonDerivative · entry 3 Roller David L. · CIK 0001678327 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,052 Read SEC document |
| November 05, 2019 Filed Nov 6, 2019 20:21 UTC | COMMERCE BANCSHARES INC /MO/ CBSH · Entity 3630 | Tax withholdingCommon Stock | 188 | $66.54 | $12,509.52 |
DisclosureSEC source: 0001127602-19-032025 · form4.xml · nonDerivative · entry 2 Roller David L. · CIK 0001678327 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,527 Read SEC document |
| November 05, 2019 Filed Nov 6, 2019 20:21 UTC | COMMERCE BANCSHARES INC /MO/ CBSH · Entity 3630 | Exercise / conversionCommon Stock | 1,085 | $29.12 | $31,592.16 |
DisclosureSEC source: 0001127602-19-032025 · form4.xml · nonDerivative · entry 1 Roller David L. · CIK 0001678327 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,715 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 |
| March 05, 2019 Filed Mar 6, 2019 21:25 UTC | COMMERCE BANCSHARES INC /MO/ CBSH · Entity 3630 | Tax withholdingCommon Stock | 284 | $62.71 | $17,809.64 |
DisclosureSEC source: 0001127602-19-010301 · form4.xml · nonDerivative · entry 2 Roller David L. · CIK 0001678327 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,630 Read SEC document |
| March 04, 2019 Filed Mar 6, 2019 21:25 UTC | COMMERCE BANCSHARES INC /MO/ CBSH · Entity 3630 | Tax withholdingCommon Stock | 392 | $62.52 | $24,507.84 |
DisclosureSEC source: 0001127602-19-010301 · form4.xml · nonDerivative · entry 1 Roller David L. · CIK 0001678327 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,914 Read SEC document |
| January 23, 2019 Filed Jan 25, 2019 21:29 UTC | COMMERCE BANCSHARES INC /MO/ CBSH · Entity 3630 | GrantStock Appreciation Rights · Derivative | 3,196 | $0.00 Strike: $60.66 | $0.00 |
DisclosureSEC source: 0001127602-19-002740 · form4.xml · derivative · entry 3 Roller David L. · CIK 0001678327 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,196 Underlying: Common Stock · 3,196 shares Expires 2029-01-23 F2 · derivative.exercise_date: The stock appreciation right vests in four equal annual installments beginning January 23, 2020. Read SEC document |
| January 23, 2019 Filed Jan 25, 2019 21:29 UTC | COMMERCE BANCSHARES INC /MO/ CBSH · Entity 3630 | GrantCommon Stock | 2,733 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-19-002740 · form4.xml · nonDerivative · entry 1 Roller David L. · CIK 0001678327 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,306 F1 · balance_after: All stock holding balances adjusted to include a 5% stock dividend. Record date 11/30/2018, payable 12/17/2018. Read SEC document |
| March 09, 2018 Filed Mar 9, 2018 20:02 UTC | COMMERCE BANCSHARES INC /MO/ CBSH · Entity 3630 | SaleCommon Stock | 164 | $60.14 | $9,862.96 |
DisclosureSEC source: 0001127602-18-010915 · form4.xml · nonDerivative · entry 2 Roller David L. · CIK 0001678327 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,022 Read SEC document |
| March 07, 2018 Filed Mar 9, 2018 20:02 UTC | COMMERCE BANCSHARES INC /MO/ CBSH · Entity 3630 | Tax withholdingCommon Stock | 74 | $60.60 | $4,484.40 |
DisclosureSEC source: 0001127602-18-010915 · form4.xml · nonDerivative · entry 1 Roller David L. · CIK 0001678327 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,186 Read SEC document |
| March 06, 2018 Filed Mar 7, 2018 16:15 UTC | COMMERCE BANCSHARES INC /MO/ CBSH · Entity 3630 | SaleCommon Stock | 141 | $59.42 | $8,378.22 |
DisclosureSEC source: 0001127602-18-010459 · form4.xml · nonDerivative · entry 2 Roller David L. · CIK 0001678327 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,260 Read SEC document |
| March 05, 2018 Filed Mar 7, 2018 16:15 UTC | COMMERCE BANCSHARES INC /MO/ CBSH · Entity 3630 | Tax withholdingCommon Stock | 254 | $59.41 | $15,090.14 |
DisclosureSEC source: 0001127602-18-010459 · form4.xml · nonDerivative · entry 1 Roller David L. · CIK 0001678327 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,401 Read SEC document |
| January 24, 2018 Filed Jan 26, 2018 22:01 UTC | COMMERCE BANCSHARES INC /MO/ CBSH · Entity 3630 | GrantStock Appreciation Rights · Derivative | 2,377 | $0.00 Strike: $58.95 | $0.00 |
DisclosureSEC source: 0001127602-18-002660 · form4.xml · derivative · entry 3 Roller David L. · CIK 0001678327 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,377 Underlying: Common Stock · 2,377 shares Expires 2028-01-24 F2 · derivative.exercise_date: The stock appreciation right vests in four equal annual installments beginning January 24, 2019. Read SEC document |
| January 24, 2018 Filed Jan 26, 2018 22:01 UTC | COMMERCE BANCSHARES INC /MO/ CBSH · Entity 3630 | GrantCommon Stock | 2,183 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-18-002660 · form4.xml · nonDerivative · entry 1 Roller David L. · CIK 0001678327 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,655 F1 · balance_after: All stock holding balances adjusted to include a 5% stock dividend. Record date 11/30/2017, payable 12/18/2017. Read SEC document |
| April 18, 2017 Filed Apr 19, 2017 18:53 UTC | COMMERCE BANCSHARES INC /MO/ CBSH · Entity 3630 | SaleCommon Stock | 357 | $53.34 | $19,042.38 |
DisclosureSEC source: 0001127602-17-015047 · form4.xml · nonDerivative · entry 2 Roller David L. · CIK 0001678327 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,021 Read SEC document |
| April 17, 2017 Filed Apr 19, 2017 18:53 UTC | COMMERCE BANCSHARES INC /MO/ CBSH · Entity 3630 | Tax withholdingCommon Stock | 184 | $53.95 | $9,926.80 |
DisclosureSEC source: 0001127602-17-015047 · form4.xml · nonDerivative · entry 1 Roller David L. · CIK 0001678327 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,378 Read SEC document |
| March 07, 2017 Filed Mar 9, 2017 20:59 UTC | COMMERCE BANCSHARES INC /MO/ CBSH · Entity 3630 | Tax withholdingCommon Stock | 88 | $58.79 | $5,173.52 |
DisclosureSEC source: 0001127602-17-011024 · form4.xml · nonDerivative · entry 1 Roller David L. · CIK 0001678327 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,562 Read SEC document |
| March 06, 2017 Filed Mar 7, 2017 19:25 UTC | COMMERCE BANCSHARES INC /MO/ CBSH · Entity 3630 | Tax withholdingCommon Stock | 84 | $58.92 | $4,949.28 |
DisclosureSEC source: 0001127602-17-010537 · form4.xml · nonDerivative · entry 1 Roller David L. · CIK 0001678327 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,650 Read SEC document |
| March 01, 2017 Filed Mar 3, 2017 17:41 UTC | COMMERCE BANCSHARES INC /MO/ CBSH · Entity 3630 | Tax withholdingCommon Stock | 28 | $60.47 | $1,693.16 |
DisclosureSEC source: 0001127602-17-009970 · form4.xml · nonDerivative · entry 1 Roller David L. · CIK 0001678327 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,734 Read SEC document |
| January 31, 2017 Filed Feb 2, 2017 21:33 UTC | COMMERCE BANCSHARES INC /MO/ CBSH · Entity 3630 | GrantStock Appreciation Rights · Derivative | 2,041 | $0.00 Strike: $56.53 | $0.00 |
DisclosureSEC source: 0001127602-17-003568 · form4.xml · derivative · entry 3 Roller David L. · CIK 0001678327 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,041 Underlying: Common Stock · 2,041 shares Expires 2027-01-31 F2 · shares: The stock appreciation right vests in four equal annual installments beginning January 31, 2018. Read SEC document |
| January 31, 2017 Filed Feb 2, 2017 21:33 UTC | COMMERCE BANCSHARES INC /MO/ CBSH · Entity 3630 | GrantCommon Stock | 4,457 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-003568 · form4.xml · nonDerivative · entry 1 Roller David L. · CIK 0001678327 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,762 F1 · balance_after: All stock holding balances adjusted to include a 5% stock dividend. Record date of 12/2/2016 and payable 12/19/2016. 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.