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 |
|---|---|---|---|---|---|---|
| July 29, 2022 Filed Aug 2, 2022 20:37 UTC | UMB FINANCIAL CORP UMBF · Entity 2021 | GrantCommon Stock | 4,459 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-22-020165 · form4.xml · nonDerivative · entry 1 Newton Nikki Farentino · CIK 0001785000 · President, Private Wealth Mgmt 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,583.81 F1 · shares: These restricted share units vest: 33% on July 29, 2023; 33% on July 29, 2024; and 34% on July 29, 2025. Read SEC document |
| February 11, 2022 Filed Feb 15, 2022 22:49 UTC | UMB FINANCIAL CORP UMBF · Entity 2021 | Tax withholdingCommon Stock | 203 | $102.93 | $20,894.79 |
DisclosureSEC source: 0001127602-22-005100 · form4.xml · nonDerivative · entry 3 Newton Nikki Farentino · CIK 0001785000 · President, Private Wealth Mgmt 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,124.81 F1 · balance_after: Reflects shares acquired through the reinvestment of dividends on restricted stock and restricted units. Read SEC document |
| February 11, 2022 Filed Feb 15, 2022 22:49 UTC | UMB FINANCIAL CORP UMBF · Entity 2021 | GrantCommon Stock | 746 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-22-005100 · form4.xml · nonDerivative · entry 2 Newton Nikki Farentino · CIK 0001785000 · President, Private Wealth Mgmt 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,327.81 Read SEC document |
| May 20, 2021 Filed Feb 15, 2022 22:49 UTC | UMB FINANCIAL CORP UMBF · Entity 2021 | Tax withholdingCommon Stock | 238 | $97.63 | $23,235.94 |
DisclosureSEC source: 0001127602-22-005100 · form4.xml · nonDerivative · entry 1 Newton Nikki Farentino · CIK 0001785000 · President, Private Wealth Mgmt 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,581.81 Read SEC document |
| February 12, 2021 Filed Feb 17, 2021 00:14 UTC | UMB FINANCIAL CORP UMBF · Entity 2021 | GrantCommon Stock | 955 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-21-006026 · form4.xml · nonDerivative · entry 1 Newton Nikki Farentino · CIK 0001785000 · President, Private Wealth Mgmt 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,819.81 Read SEC document |
| February 11, 2020 Filed Feb 14, 2020 22:27 UTC | UMB FINANCIAL CORP UMBF · Entity 2021 | GrantCommon Stock | 1,098 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-20-005742 · form4.xml · nonDerivative · entry 1 Newton Nikki Farentino · CIK 0001785000 · President, Private Wealth Mgmt 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,842 F1 · shares: The restricted stock units vest 50% on 2/11/22, 75% on 2/11/23 and 100% on 2/11/24. 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.