Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| UMB FINANCIAL CORPUMBF · Entity 2021 | President, Inst. Banking | August 04, 2026 | August 04, 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 04, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 8,894.419 |
Reported balance
After 2026-08-04 transaction · row 1
1 source rowRow 1 · 2026-08-04 · Sale · Disposed 800 · Balance 8,894.419 |
| Common StockSEC Table I · non-derivative | Indirect401(k) | 864.649 |
Reported balance
Holding disclosure · report date 2026-08-04 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 864.649 |
| Common StockSEC Table I · non-derivative | IndirectESO{P | 241.076 |
Reported balance
Holding disclosure · report date 2026-08-04 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 241.076 |
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 |
|---|---|---|---|---|---|---|
| August 04, 2026 Filed Aug 4, 2026 21:26 UTC | UMB FINANCIAL CORP UMBF · Entity 2021 | SaleCommon Stock | 800 | $147.00 | $117,600.00 |
DisclosureSEC source: 0000101382-26-000169 · form4.xml · nonDerivative · entry 1 Mason Phillip James · CIK 0001976804 · President, Inst. Banking 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,894.419 Read SEC document |
| February 11, 2026 Filed Feb 13, 2026 21:30 UTC | UMB FINANCIAL CORP UMBF · Entity 2021 | Tax withholdingCommon Stock | 41 | $132.16 | $5,418.56 |
DisclosureSEC source: 0000101382-26-000121 · form4.xml · nonDerivative · entry 1 Mason Phillip James · CIK 0001976804 · President, Inst. Banking 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,694.419 F1 · balance_after: Reflects dividends earned upon vesting of the underlying restricted stock unit. Read SEC document |
| February 10, 2026 Filed Feb 12, 2026 21:28 UTC | UMB FINANCIAL CORP UMBF · Entity 2021 | Tax withholdingCommon Stock | 65 | $132.87 | $8,636.55 |
DisclosureSEC source: 0000101382-26-000110 · form4.xml · nonDerivative · entry 1 Mason Phillip James · CIK 0001976804 · President, Inst. Banking 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,729.419 F1 · balance_after: Reflects dividends earned upon vesting of the underlying restricted stock unit. Read SEC document |
| February 09, 2026 Filed Feb 10, 2026 21:16 UTC | UMB FINANCIAL CORP UMBF · Entity 2021 | GrantCommon Stock | 1,691 | $0.00 | $0.00 |
DisclosureSEC source: 0000101382-26-000087 · form4.xml · nonDerivative · entry 2 Mason Phillip James · CIK 0001976804 · President, Inst. Banking 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,974.419 F2 · shares: These restricted share units vest: 33% on February 9, 2027; 33% February 9, 2028; and 34% on February 9, 2029. Read SEC document |
| February 09, 2026 Filed Feb 11, 2026 22:19 UTC | UMB FINANCIAL CORP UMBF · Entity 2021 | Tax withholdingCommon Stock | 201 | $134.29 | $26,992.29 |
DisclosureSEC source: 0000101382-26-000095 · form4.xml · nonDerivative · entry 1 Mason Phillip James · CIK 0001976804 · President, Inst. Banking 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,786.419 F1 · balance_after: Reflects dividends earned upon vesting of the underlying restricted stock unit. Read SEC document |
| February 07, 2026 Filed Feb 10, 2026 21:16 UTC | UMB FINANCIAL CORP UMBF · Entity 2021 | Tax withholdingCommon Stock | 241 | $134.32 | $32,371.12 |
DisclosureSEC source: 0000101382-26-000087 · form4.xml · nonDerivative · entry 1 Mason Phillip James · CIK 0001976804 · President, Inst. Banking 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,277.419 F1 · balance_after: Reflects dividends earned upon vesting of the underlying restricted stock unit. Read SEC document |
| December 31, 2025 Filed Jan 2, 2026 21:15 UTC | UMB FINANCIAL CORP UMBF · Entity 2021 | Tax withholdingCommon Stock | 297 | $115.04 | $34,166.88 |
DisclosureSEC source: 0000101382-26-000019 · form4.xml · nonDerivative · entry 1 Mason Phillip James · CIK 0001976804 · President, Inst. Banking 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,518.419 Read SEC document |
| August 25, 2025 Filed Aug 25, 2025 20:55 UTC | UMB FINANCIAL CORP UMBF · Entity 2021 | SaleCommon Stock | 750 | $120.97 | $90,727.50 |
DisclosureSEC source: 0001127602-25-020910 · form4.xml · nonDerivative · entry 1 Mason Phillip James · CIK 0001976804 · President, Inst. Banking 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,815.419 Read SEC document |
| February 12, 2025 Filed Feb 14, 2025 21:12 UTC | UMB FINANCIAL CORP UMBF · Entity 2021 | Tax withholdingCommon Stock | 35 | $112.94 | $3,952.90 |
DisclosureSEC source: 0001127602-25-004899 · form4.xml · nonDerivative · entry 1 Mason Phillip James · CIK 0001976804 · President, Inst. Banking 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,565.419 F1 · balance_after: Reflects dividends earned upon vesting of the underlying restricted stock unit. Read SEC document |
| February 11, 2025 Filed Feb 13, 2025 21:16 UTC | UMB FINANCIAL CORP UMBF · Entity 2021 | Tax withholdingCommon Stock | 27 | $114.17 | $3,082.59 |
DisclosureSEC source: 0001127602-25-004627 · form4.xml · nonDerivative · entry 1 Mason Phillip James · CIK 0001976804 · President, Inst. Banking 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,593.419 F1 · balance_after: Reflects dividends earned upon vesting of the underlying restricted stock unit. Read SEC document |
| February 10, 2025 Filed Feb 12, 2025 21:48 UTC | UMB FINANCIAL CORP UMBF · Entity 2021 | Tax withholdingCommon Stock | 49 | $113.24 | $5,548.76 |
DisclosureSEC source: 0001127602-25-004397 · form4.xml · nonDerivative · entry 1 Mason Phillip James · CIK 0001976804 · President, Inst. Banking 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,615.419 F1 · balance_after: Reflects dividends earned upon vesting of the underlying restricted stock unit. Read SEC document |
| February 09, 2025 Filed Feb 11, 2025 21:25 UTC | UMB FINANCIAL CORP UMBF · Entity 2021 | Tax withholdingCommon Stock | 148 | $114.11 | $16,888.28 |
DisclosureSEC source: 0001127602-25-004182 · form4.xml · nonDerivative · entry 1 Mason Phillip James · CIK 0001976804 · President, Inst. Banking 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,659.419 F1 · balance_after: Reflects dividends earned upon vesting of the underlying restricted stock unit. Read SEC document |
| February 07, 2025 Filed Feb 10, 2025 21:19 UTC | UMB FINANCIAL CORP UMBF · Entity 2021 | GrantCommon Stock | 1,443 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-25-003824 · form4.xml · nonDerivative · entry 1 Mason Phillip James · CIK 0001976804 · President, Inst. Banking 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,800.419 F1 · shares: These restricted share units vest: 33% on February 7, 2026; 33% February 7, 2027; and 34% on February 7, 2028. Read SEC document |
| January 31, 2025 Filed Feb 3, 2025 12:19 UTC | UMB FINANCIAL CORP UMBF · Entity 2021 | GrantCommon Stock | 3,860 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-25-002652 · form4.xml · nonDerivative · entry 2 Mason Phillip James · CIK 0001976804 · President, Inst. Banking 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,357.419 F2 · shares: These restricted share units vest on December 31, 2026. Read SEC document |
| January 31, 2025 Filed Feb 3, 2025 12:19 UTC | UMB FINANCIAL CORP UMBF · Entity 2021 | GrantCommon Stock | 593 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-25-002652 · form4.xml · nonDerivative · entry 1 Mason Phillip James · CIK 0001976804 · President, Inst. Banking 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,497.419 F1 · shares: These restricted share units vest on December 31, 2025. Read SEC document |
| January 27, 2025 Filed Jan 29, 2025 21:21 UTC | UMB FINANCIAL CORP UMBF · Entity 2021 | Tax withholdingCommon Stock | 292 | $121.11 | $35,364.12 |
DisclosureSEC source: 0001127602-25-002220 · form4.xml · nonDerivative · entry 2 Mason Phillip James · CIK 0001976804 · President, Inst. Banking 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,904.419 Read SEC document |
| January 27, 2025 Filed Jan 29, 2025 21:21 UTC | UMB FINANCIAL CORP UMBF · Entity 2021 | GrantCommon Stock | 834 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-25-002220 · form4.xml · nonDerivative · entry 1 Mason Phillip James · CIK 0001976804 · President, Inst. Banking 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,196.419 Read SEC document |
| August 23, 2024 Filed Aug 26, 2024 20:07 UTC | UMB FINANCIAL CORP UMBF · Entity 2021 | SaleCommon Stock | 174 | $103.23 | $17,962.02 |
DisclosureSEC source: 0001127602-24-022912 · form4.xml · nonDerivative · entry 3 Mason Phillip James · CIK 0001976804 · President, Inst. Banking 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,362.419 Read SEC document |
| August 23, 2024 Filed Aug 26, 2024 20:07 UTC | UMB FINANCIAL CORP UMBF · Entity 2021 | SaleCommon Stock | 200 | $103.01 | $20,602.00 |
DisclosureSEC source: 0001127602-24-022912 · form4.xml · nonDerivative · entry 2 Mason Phillip James · CIK 0001976804 · President, Inst. Banking 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,736.419 Read SEC document |
| August 23, 2024 Filed Aug 26, 2024 20:07 UTC | UMB FINANCIAL CORP UMBF · Entity 2021 | SaleCommon Stock | 200 | $103.11 | $20,622.00 |
DisclosureSEC source: 0001127602-24-022912 · form4.xml · nonDerivative · entry 1 Mason Phillip James · CIK 0001976804 · President, Inst. Banking 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,536.419 Read SEC document |
| February 12, 2024 Filed Feb 14, 2024 21:19 UTC | UMB FINANCIAL CORP UMBF · Entity 2021 | Tax withholdingCommon Stock | 39 | $82.94 | $3,234.66 |
DisclosureSEC source: 0001127602-24-005012 · form4.xml · nonDerivative · entry 1 Mason Phillip James · CIK 0001976804 · President, Inst. Banking 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,936.419 F1 · balance_after: Reflects dividends earned upon vesting of the underlying restricted stock unit. Read SEC document |
| February 11, 2024 Filed Feb 13, 2024 22:35 UTC | UMB FINANCIAL CORP UMBF · Entity 2021 | Tax withholdingCommon Stock | 111 | $81.67 | $9,065.37 |
DisclosureSEC source: 0001127602-24-004762 · form4.xml · nonDerivative · entry 2 Mason Phillip James · CIK 0001976804 · President, Inst. Banking 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,970.419 F1 · balance_after: Reflects dividends earned upon vesting of the underlying restricted stock unit. Read SEC document |
| February 10, 2024 Filed Feb 13, 2024 22:35 UTC | UMB FINANCIAL CORP UMBF · Entity 2021 | Tax withholdingCommon Stock | 49 | $81.67 | $4,001.83 |
DisclosureSEC source: 0001127602-24-004762 · form4.xml · nonDerivative · entry 1 Mason Phillip James · CIK 0001976804 · President, Inst. Banking 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,066.419 Read SEC document |
| February 09, 2024 Filed Feb 12, 2024 22:02 UTC | UMB FINANCIAL CORP UMBF · Entity 2021 | GrantCommon Stock | 1,322 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-24-004500 · form4.xml · nonDerivative · entry 1 Mason Phillip James · CIK 0001976804 · President, Inst. Banking 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,113.419 F1 · shares: These restricted share units vest: 33% on February 9, 2025; 33% February 9, 2026; and 34% on February 9, 2027. Read SEC document |
| January 29, 2024 Filed Jan 31, 2024 21:58 UTC | UMB FINANCIAL CORP UMBF · Entity 2021 | Tax withholdingCommon Stock | 465 | $83.47 | $38,813.55 |
DisclosureSEC source: 0001127602-24-002764 · form4.xml · nonDerivative · entry 4 Mason Phillip James · CIK 0001976804 · President, Inst. Banking 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,791.419 Read SEC document |
| January 29, 2024 Filed Jan 31, 2024 21:58 UTC | UMB FINANCIAL CORP UMBF · Entity 2021 | GrantCommon Stock | 1,260 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-24-002764 · form4.xml · nonDerivative · entry 3 Mason Phillip James · CIK 0001976804 · President, Inst. Banking 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,256.419 Read SEC document |
| December 04, 2023 Filed Dec 6, 2023 20:14 UTC | UMB FINANCIAL CORP UMBF · Entity 2021 | Tax withholdingCommon Stock | 2 | $91.77 | $183.54 |
DisclosureSEC source: 0001127602-23-028991 · form4.xml · nonDerivative · entry 4 Mason Phillip James · CIK 0001976804 · President, Inst. Banking 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,996.419 Read SEC document |
| December 04, 2023 Filed Dec 6, 2023 20:14 UTC | UMB FINANCIAL CORP UMBF · Entity 2021 | Tax withholdingCommon Stock | 5 | $90.83 | $454.15 |
DisclosureSEC source: 0001127602-23-028991 · form4.xml · nonDerivative · entry 3 Mason Phillip James · CIK 0001976804 · President, Inst. Banking 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,998.419 Read SEC document |
| December 04, 2023 Filed Dec 6, 2023 20:14 UTC | UMB FINANCIAL CORP UMBF · Entity 2021 | Tax withholdingCommon Stock | 1 | $102.93 | $102.93 |
DisclosureSEC source: 0001127602-23-028991 · form4.xml · nonDerivative · entry 2 Mason Phillip James · CIK 0001976804 · President, Inst. Banking 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,003.419 Read SEC document |
| December 04, 2023 Filed Dec 6, 2023 20:14 UTC | UMB FINANCIAL CORP UMBF · Entity 2021 | Tax withholdingCommon Stock | 1 | $104.37 | $104.37 |
DisclosureSEC source: 0001127602-23-028991 · form4.xml · nonDerivative · entry 1 Mason Phillip James · CIK 0001976804 · President, Inst. Banking 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,004.419 F1 · balance_after: Reflects dividends earned upon vesting of the underlying restricted stock unit. 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.