Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| UMB FINANCIAL CORPUMBF · Entity 2021 | President, Private Wealth Mgmt | 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 | 11,980.81 |
Ending reported balance
After 2026-08-04 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2026-08-04 · Sale · Disposed 1,999 · Balance 11,981.81 Row 2 · 2026-08-04 · Sale · Disposed 1 · Balance 11,980.81 |
| Common StockSEC Table I · non-derivative | IndirectBy ESOP | 75.575 |
Reported balance
Holding disclosure · report date 2026-08-04 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 75.575 |
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 21:31 UTC | UMB FINANCIAL CORP UMBF · Entity 2021 | SaleCommon Stock | 1 | $148.72 | $148.72 |
DisclosureSEC source: 0000101382-26-000170 · form4.xml · nonDerivative · entry 2 Newton Nikki Farentino · CIK 0001785000 · President, Private Wealth Mgmt 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,980.81 Read SEC document |
| August 04, 2026 Filed Aug 4, 2026 21:31 UTC | UMB FINANCIAL CORP UMBF · Entity 2021 | SaleCommon Stock | 1,999 | $148.60 | $297,051.40 |
DisclosureSEC source: 0000101382-26-000170 · form4.xml · nonDerivative · entry 1 Newton Nikki Farentino · CIK 0001785000 · President, Private Wealth Mgmt 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,981.81 Read SEC document |
| February 11, 2026 Filed Feb 13, 2026 21:31 UTC | UMB FINANCIAL CORP UMBF · Entity 2021 | Tax withholdingCommon Stock | 87 | $132.16 | $11,497.92 |
DisclosureSEC source: 0000101382-26-000122 · form4.xml · nonDerivative · entry 1 Newton Nikki Farentino · CIK 0001785000 · President, Private Wealth Mgmt 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,980.81 F1 · balance_after: Reflects dividends earned upon vesting of the underlying restricted stock unit. Read SEC document |
| February 10, 2026 Filed Feb 12, 2026 21:29 UTC | UMB FINANCIAL CORP UMBF · Entity 2021 | Tax withholdingCommon Stock | 144 | $132.87 | $19,133.28 |
DisclosureSEC source: 0000101382-26-000111 · form4.xml · nonDerivative · entry 1 Newton Nikki Farentino · CIK 0001785000 · President, Private Wealth Mgmt 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 14,053.81 F1 · balance_after: Reflects dividends earned upon vesting of the underlying restricted stock unit. Read SEC document |
| February 09, 2026 Filed Feb 10, 2026 21:17 UTC | UMB FINANCIAL CORP UMBF · Entity 2021 | GrantCommon Stock | 1,634 | $0.00 | $0.00 |
DisclosureSEC source: 0000101382-26-000088 · form4.xml · nonDerivative · entry 2 Newton Nikki Farentino · CIK 0001785000 · President, Private Wealth Mgmt 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 14,400.81 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 22:26 UTC | UMB FINANCIAL CORP UMBF · Entity 2021 | Tax withholdingCommon Stock | 236 | $134.29 | $31,692.44 |
DisclosureSEC source: 0000101382-26-000096 · form4.xml · nonDerivative · entry 1 Newton Nikki Farentino · CIK 0001785000 · President, Private Wealth Mgmt 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 14,180.81 F1 · balance_after: Reflects dividends earned upon vesting of the underlying restricted stock unit. Read SEC document |
| February 07, 2026 Filed Feb 10, 2026 21:17 UTC | UMB FINANCIAL CORP UMBF · Entity 2021 | Tax withholdingCommon Stock | 240 | $134.32 | $32,236.80 |
DisclosureSEC source: 0000101382-26-000088 · form4.xml · nonDerivative · entry 1 Newton Nikki Farentino · CIK 0001785000 · President, Private Wealth Mgmt 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,759.81 F1 · balance_after: Reflects dividends earned upon vesting of the underlying restricted stock unit. Read SEC document |
| December 31, 2025 Filed Jan 2, 2026 21:17 UTC | UMB FINANCIAL CORP UMBF · Entity 2021 | Tax withholdingCommon Stock | 667 | $115.04 | $76,731.68 |
DisclosureSEC source: 0000101382-26-000020 · form4.xml · nonDerivative · entry 1 Newton Nikki Farentino · CIK 0001785000 · President, Private Wealth Mgmt 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,999.81 Read SEC document |
| November 04, 2025 Filed Nov 5, 2025 13:39 UTC | UMB FINANCIAL CORP UMBF · Entity 2021 | SaleCommon Stock | 1,300 | $106.09 | $137,917.00 |
DisclosureSEC source: 0000101382-25-000015 · form4.xml · nonDerivative · entry 1 Newton Nikki Farentino · CIK 0001785000 · President, Private Wealth Mgmt 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,666.81 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $106.04 to $106.20, inclusive. Read SEC document |
| July 29, 2025 Filed Jul 31, 2025 20:41 UTC | UMB FINANCIAL CORP UMBF · Entity 2021 | Tax withholdingCommon Stock | 682 | $109.20 | $74,474.40 |
DisclosureSEC source: 0001127602-25-019808 · form4.xml · nonDerivative · entry 1 Newton Nikki Farentino · CIK 0001785000 · President, Private Wealth Mgmt 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 14,966.81 F1 · balance_after: Reflects dividends earned upon vesting of the underlying restricted stock unit. Read SEC document |
| March 07, 2025 Filed Mar 11, 2025 21:26 UTC | UMB FINANCIAL CORP UMBF · Entity 2021 | SaleCommon Stock | 380 | $102.52 | $38,955.70 |
DisclosureSEC source: 0001127602-25-009109 · form4.xml · nonDerivative · entry 3 Newton Nikki Farentino · CIK 0001785000 · President, Private Wealth Mgmt 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,559.81 Read SEC document |
| March 07, 2025 Filed Mar 11, 2025 21:26 UTC | UMB FINANCIAL CORP UMBF · Entity 2021 | SaleCommon Stock | 620 | $102.37 | $63,469.40 |
DisclosureSEC source: 0001127602-25-009109 · form4.xml · nonDerivative · entry 2 Newton Nikki Farentino · CIK 0001785000 · President, Private Wealth Mgmt 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,939.81 Read SEC document |
| February 12, 2025 Filed Feb 14, 2025 21:13 UTC | UMB FINANCIAL CORP UMBF · Entity 2021 | Tax withholdingCommon Stock | 77 | $112.94 | $8,696.38 |
DisclosureSEC source: 0001127602-25-004905 · form4.xml · nonDerivative · entry 1 Newton Nikki Farentino · CIK 0001785000 · President, Private Wealth Mgmt 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 16,559.81 F1 · balance_after: Reflects dividends earned upon vesting of the underlying restricted stock unit. Read SEC document |
| February 11, 2025 Filed Feb 13, 2025 21:17 UTC | UMB FINANCIAL CORP UMBF · Entity 2021 | Tax withholdingCommon Stock | 56 | $114.17 | $6,393.52 |
DisclosureSEC source: 0001127602-25-004629 · form4.xml · nonDerivative · entry 1 Newton Nikki Farentino · CIK 0001785000 · President, Private Wealth Mgmt 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 16,620.81 F1 · balance_after: Reflects dividends earned upon vesting of the underlying restricted stock unit. Read SEC document |
| February 10, 2025 Filed Feb 12, 2025 21:49 UTC | UMB FINANCIAL CORP UMBF · Entity 2021 | Tax withholdingCommon Stock | 91 | $113.24 | $10,304.84 |
DisclosureSEC source: 0001127602-25-004398 · form4.xml · nonDerivative · entry 1 Newton Nikki Farentino · CIK 0001785000 · President, Private Wealth Mgmt 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 16,666.81 F1 · balance_after: Reflects dividends earned upon vesting of the underlying restricted stock unit. Read SEC document |
| February 09, 2025 Filed Feb 11, 2025 21:16 UTC | UMB FINANCIAL CORP UMBF · Entity 2021 | Tax withholdingCommon Stock | 154 | $114.11 | $17,572.94 |
DisclosureSEC source: 0001127602-25-004156 · form4.xml · nonDerivative · entry 1 Newton Nikki Farentino · CIK 0001785000 · President, Private Wealth Mgmt 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 16,745.81 F1 · balance_after: Reflects dividends earned upon vesting of the underlying restricted stock unit. Read SEC document |
| February 07, 2025 Filed Feb 10, 2025 21:21 UTC | UMB FINANCIAL CORP UMBF · Entity 2021 | GrantCommon Stock | 1,591 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-25-003825 · form4.xml · nonDerivative · entry 1 Newton Nikki Farentino · CIK 0001785000 · President, Private Wealth Mgmt 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 16,891.81 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 12:21 UTC | UMB FINANCIAL CORP UMBF · Entity 2021 | GrantCommon Stock | 4,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-25-002653 · form4.xml · nonDerivative · entry 2 Newton Nikki Farentino · CIK 0001785000 · President, Private Wealth Mgmt 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,300.81 F2 · shares: These restricted share units vest on December 31, 2026. Read SEC document |
| January 31, 2025 Filed Feb 3, 2025 12:21 UTC | UMB FINANCIAL CORP UMBF · Entity 2021 | GrantCommon Stock | 1,333 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-25-002653 · form4.xml · nonDerivative · entry 1 Newton Nikki Farentino · CIK 0001785000 · President, Private Wealth Mgmt 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,800.81 F1 · shares: These restricted share units vest on December 31, 2025. Read SEC document |
| January 27, 2025 Filed Jan 29, 2025 21:19 UTC | UMB FINANCIAL CORP UMBF · Entity 2021 | Tax withholdingCommon Stock | 615 | $121.11 | $74,482.65 |
DisclosureSEC source: 0001127602-25-002219 · form4.xml · nonDerivative · entry 2 Newton Nikki Farentino · CIK 0001785000 · President, Private Wealth Mgmt 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,467.81 Read SEC document |
| January 27, 2025 Filed Jan 29, 2025 21:19 UTC | UMB FINANCIAL CORP UMBF · Entity 2021 | GrantCommon Stock | 1,859 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-25-002219 · form4.xml · nonDerivative · entry 1 Newton Nikki Farentino · CIK 0001785000 · President, Private Wealth Mgmt 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,082.81 Read SEC document |
| November 07, 2024 Filed Nov 12, 2024 12:51 UTC | UMB FINANCIAL CORP UMBF · Entity 2021 | SaleCommon Stock | 1,200 | $124.56 | $149,472.00 |
DisclosureSEC source: 0001127602-24-026886 · form4.xml · nonDerivative · entry 1 Newton Nikki Farentino · CIK 0001785000 · President, Private Wealth Mgmt 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,223.81 Read SEC document |
| August 19, 2024 Filed Aug 20, 2024 20:01 UTC | UMB FINANCIAL CORP UMBF · Entity 2021 | SaleCommon Stock | 1,200 | $98.27 | $117,924.00 |
DisclosureSEC source: 0001127602-24-022600 · form4.xml · nonDerivative · entry 1 Newton Nikki Farentino · CIK 0001785000 · President, Private Wealth Mgmt 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,423.81 Read SEC document |
| July 29, 2024 Filed Jul 31, 2024 21:16 UTC | UMB FINANCIAL CORP UMBF · Entity 2021 | Tax withholdingCommon Stock | 440 | $98.03 | $43,133.20 |
DisclosureSEC source: 0001127602-24-021241 · form4.xml · nonDerivative · entry 1 Newton Nikki Farentino · CIK 0001785000 · President, Private Wealth Mgmt 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,623.81 F1 · balance_after: Reflects dividends earned upon vesting of the underlying restricted stock unit. Read SEC document |
| February 12, 2024 Filed Feb 14, 2024 21:21 UTC | UMB FINANCIAL CORP UMBF · Entity 2021 | Tax withholdingCommon Stock | 75 | $82.94 | $6,220.50 |
DisclosureSEC source: 0001127602-24-005013 · form4.xml · nonDerivative · entry 1 Newton Nikki Farentino · CIK 0001785000 · President, Private Wealth Mgmt 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,020.81 F1 · balance_after: Reflects dividends earned upon vesting of the underlying restricted stock unit. Read SEC document |
| February 11, 2024 Filed Feb 13, 2024 22:40 UTC | UMB FINANCIAL CORP UMBF · Entity 2021 | Tax withholdingCommon Stock | 204 | $81.67 | $16,660.68 |
DisclosureSEC source: 0001127602-24-004766 · form4.xml · nonDerivative · entry 2 Newton Nikki Farentino · CIK 0001785000 · President, Private Wealth Mgmt 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,083.81 F1 · balance_after: Reflects dividends earned upon vesting of the underlying restricted stock unit. Read SEC document |
| February 10, 2024 Filed Feb 13, 2024 22:40 UTC | UMB FINANCIAL CORP UMBF · Entity 2021 | Tax withholdingCommon Stock | 99 | $81.67 | $8,085.33 |
DisclosureSEC source: 0001127602-24-004766 · form4.xml · nonDerivative · entry 1 Newton Nikki Farentino · CIK 0001785000 · President, Private Wealth Mgmt 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,255.81 Read SEC document |
| February 09, 2024 Filed Feb 12, 2024 22:03 UTC | UMB FINANCIAL CORP UMBF · Entity 2021 | GrantCommon Stock | 1,541 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-24-004503 · form4.xml · nonDerivative · entry 1 Newton Nikki Farentino · CIK 0001785000 · President, Private Wealth Mgmt 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,348.81 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 22:06 UTC | UMB FINANCIAL CORP UMBF · Entity 2021 | Tax withholdingCommon Stock | 947 | $83.47 | $79,046.09 |
DisclosureSEC source: 0001127602-24-002771 · form4.xml · nonDerivative · entry 4 Newton Nikki Farentino · CIK 0001785000 · President, Private Wealth Mgmt 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,807.81 Read SEC document |
| January 29, 2024 Filed Jan 31, 2024 22:06 UTC | UMB FINANCIAL CORP UMBF · Entity 2021 | GrantCommon Stock | 2,864 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-24-002771 · form4.xml · nonDerivative · entry 3 Newton Nikki Farentino · CIK 0001785000 · President, Private Wealth Mgmt 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,754.81 Read SEC document |
| December 04, 2023 Filed Dec 6, 2023 20:20 UTC | UMB FINANCIAL CORP UMBF · Entity 2021 | Tax withholdingCommon Stock | 10 | $70.66 | $706.60 |
DisclosureSEC source: 0001127602-23-028992 · form4.xml · nonDerivative · entry 4 Newton Nikki Farentino · CIK 0001785000 · President, Private Wealth Mgmt 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,332.81 Read SEC document |
| December 04, 2023 Filed Dec 6, 2023 20:20 UTC | UMB FINANCIAL CORP UMBF · Entity 2021 | Tax withholdingCommon Stock | 10 | $90.83 | $908.30 |
DisclosureSEC source: 0001127602-23-028992 · form4.xml · nonDerivative · entry 3 Newton Nikki Farentino · CIK 0001785000 · President, Private Wealth Mgmt 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,342.81 Read SEC document |
| December 04, 2023 Filed Dec 6, 2023 20:20 UTC | UMB FINANCIAL CORP UMBF · Entity 2021 | Tax withholdingCommon Stock | 3 | $102.93 | $308.79 |
DisclosureSEC source: 0001127602-23-028992 · form4.xml · nonDerivative · entry 2 Newton Nikki Farentino · CIK 0001785000 · President, Private Wealth Mgmt 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,352.81 Read SEC document |
| December 04, 2023 Filed Dec 6, 2023 20:20 UTC | UMB FINANCIAL CORP UMBF · Entity 2021 | Tax withholdingCommon Stock | 1 | $97.63 | $97.63 |
DisclosureSEC source: 0001127602-23-028992 · form4.xml · nonDerivative · entry 1 Newton Nikki Farentino · CIK 0001785000 · President, Private Wealth Mgmt 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,355.81 F1 · balance_after: Reflects dividends earned upon vesting of the underlying restricted stock unit. Read SEC document |
| August 01, 2023 Filed Aug 1, 2023 20:30 UTC | UMB FINANCIAL CORP UMBF · Entity 2021 | SaleCommon Stock | 200 | $68.97 | $13,794.00 |
DisclosureSEC source: 0001127602-23-021658 · form4.xml · nonDerivative · entry 10 Newton Nikki Farentino · CIK 0001785000 · President, Private Wealth Mgmt 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,284.81 Read SEC document |
| August 01, 2023 Filed Aug 1, 2023 20:30 UTC | UMB FINANCIAL CORP UMBF · Entity 2021 | SaleCommon Stock | 100 | $68.93 | $6,893.00 |
DisclosureSEC source: 0001127602-23-021658 · form4.xml · nonDerivative · entry 9 Newton Nikki Farentino · CIK 0001785000 · President, Private Wealth Mgmt 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,484.81 Read SEC document |
| August 01, 2023 Filed Aug 1, 2023 20:30 UTC | UMB FINANCIAL CORP UMBF · Entity 2021 | SaleCommon Stock | 35 | $68.90 | $2,411.50 |
DisclosureSEC source: 0001127602-23-021658 · form4.xml · nonDerivative · entry 8 Newton Nikki Farentino · CIK 0001785000 · President, Private Wealth Mgmt 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,584.81 Read SEC document |
| August 01, 2023 Filed Aug 1, 2023 20:30 UTC | UMB FINANCIAL CORP UMBF · Entity 2021 | SaleCommon Stock | 365 | $68.89 | $25,144.85 |
DisclosureSEC source: 0001127602-23-021658 · form4.xml · nonDerivative · entry 7 Newton Nikki Farentino · CIK 0001785000 · President, Private Wealth Mgmt 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,619.81 Read SEC document |
| August 01, 2023 Filed Aug 1, 2023 20:30 UTC | UMB FINANCIAL CORP UMBF · Entity 2021 | SaleCommon Stock | 300 | $68.86 | $20,658.00 |
DisclosureSEC source: 0001127602-23-021658 · form4.xml · nonDerivative · entry 6 Newton Nikki Farentino · CIK 0001785000 · President, Private Wealth Mgmt 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,984.81 Read SEC document |
| August 01, 2023 Filed Aug 1, 2023 20:30 UTC | UMB FINANCIAL CORP UMBF · Entity 2021 | SaleCommon Stock | 116 | $68.79 | $7,979.64 |
DisclosureSEC source: 0001127602-23-021658 · form4.xml · nonDerivative · entry 5 Newton Nikki Farentino · CIK 0001785000 · President, Private Wealth Mgmt 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,284.81 Read SEC document |
| August 01, 2023 Filed Aug 1, 2023 20:30 UTC | UMB FINANCIAL CORP UMBF · Entity 2021 | SaleCommon Stock | 100 | $68.76 | $6,876.00 |
DisclosureSEC source: 0001127602-23-021658 · form4.xml · nonDerivative · entry 4 Newton Nikki Farentino · CIK 0001785000 · President, Private Wealth Mgmt 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,400.81 Read SEC document |
| August 01, 2023 Filed Aug 1, 2023 20:30 UTC | UMB FINANCIAL CORP UMBF · Entity 2021 | SaleCommon Stock | 30 | $68.70 | $2,061.00 |
DisclosureSEC source: 0001127602-23-021658 · form4.xml · nonDerivative · entry 3 Newton Nikki Farentino · CIK 0001785000 · President, Private Wealth Mgmt 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,500.81 Read SEC document |
| August 01, 2023 Filed Aug 1, 2023 20:30 UTC | UMB FINANCIAL CORP UMBF · Entity 2021 | SaleCommon Stock | 54 | $68.69 | $3,709.26 |
DisclosureSEC source: 0001127602-23-021658 · form4.xml · nonDerivative · entry 2 Newton Nikki Farentino · CIK 0001785000 · President, Private Wealth Mgmt 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,530.81 Read SEC document |
| July 29, 2023 Filed Jan 31, 2024 22:06 UTC | UMB FINANCIAL CORP UMBF · Entity 2021 | Tax withholdingCommon Stock | 442 | $70.66 | $31,231.72 |
DisclosureSEC source: 0001127602-24-002771 · form4.xml · nonDerivative · entry 2 Newton Nikki Farentino · CIK 0001785000 · President, Private Wealth Mgmt 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,142.81 Read SEC document |
| February 12, 2023 Filed Feb 15, 2023 00:42 UTC | UMB FINANCIAL CORP UMBF · Entity 2021 | Tax withholdingCommon Stock | 134 | $90.83 | $12,171.22 |
DisclosureSEC source: 0001127602-23-005246 · form4.xml · nonDerivative · entry 3 Newton Nikki Farentino · CIK 0001785000 · President, Private Wealth Mgmt 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,584.81 F2 · balance_after: Reflects dividends earned upon vesting of the underlying restricted stock unit. Read SEC document |
| February 11, 2023 Filed Feb 15, 2023 00:42 UTC | UMB FINANCIAL CORP UMBF · Entity 2021 | Tax withholdingCommon Stock | 77 | $90.83 | $6,993.91 |
DisclosureSEC source: 0001127602-23-005246 · form4.xml · nonDerivative · entry 2 Newton Nikki Farentino · CIK 0001785000 · President, Private Wealth Mgmt 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,714.81 Read SEC document |
| February 10, 2023 Filed Feb 15, 2023 00:42 UTC | UMB FINANCIAL CORP UMBF · Entity 2021 | GrantCommon Stock | 888 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-23-005246 · form4.xml · nonDerivative · entry 1 Newton Nikki Farentino · CIK 0001785000 · President, Private Wealth Mgmt 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,791.81 F1 · shares: These restricted share units vest: 33% on February 10, 2024; 33% on February 10, 2025; and 34% on February 10, 2026. Read SEC document |
| January 23, 2023 Filed Jan 25, 2023 21:43 UTC | UMB FINANCIAL CORP UMBF · Entity 2021 | Tax withholdingCommon Stock | 1,081 | $86.57 | $93,582.17 |
DisclosureSEC source: 0001127602-23-002199 · form4.xml · nonDerivative · entry 2 Newton Nikki Farentino · CIK 0001785000 · President, Private Wealth Mgmt 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,903.81 Read SEC document |
| January 23, 2023 Filed Jan 25, 2023 21:43 UTC | UMB FINANCIAL CORP UMBF · Entity 2021 | GrantCommon Stock | 3,294 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-23-002199 · form4.xml · nonDerivative · entry 1 Newton Nikki Farentino · CIK 0001785000 · President, Private Wealth Mgmt 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,984.81 Read SEC document |
| November 10, 2022 Filed Nov 14, 2022 21:21 UTC | UMB FINANCIAL CORP UMBF · Entity 2021 | SaleCommon Stock | 893 | $85.82 | $76,637.26 |
DisclosureSEC source: 0001127602-22-025452 · form4.xml · nonDerivative · entry 1 Newton Nikki Farentino · CIK 0001785000 · President, Private Wealth Mgmt 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,690.81 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.