Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| UMB FINANCIAL CORPUMBF · Entity 2021 | Executive Vice President | 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 | 20,269.9167 |
Reported balance
After 2026-08-04 transaction · row 1
1 source rowRow 1 · 2026-08-04 · Sale · Disposed 4,145 · Balance 20,269.9167 |
| Common StockSEC Table I · non-derivative | IndirectBy ESOP | 294.876 |
Reported balance
Holding disclosure · report date 2026-08-04 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 294.876 |
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 |
|---|---|---|---|---|---|---|
| January 23, 2023 Filed Jan 25, 2023 22:17 UTC | UMB FINANCIAL CORP UMBF · Entity 2021 | Tax withholdingCommon Stock | 627 | $86.57 | $54,279.39 |
DisclosureSEC source: 0001127602-23-002243 · form4.xml · nonDerivative · entry 2 Wilson Uma · CIK 0001890549 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,839.6037 Read SEC document |
| January 23, 2023 Filed Jan 25, 2023 22:17 UTC | UMB FINANCIAL CORP UMBF · Entity 2021 | GrantCommon Stock | 1,810 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-23-002243 · form4.xml · nonDerivative · entry 1 Wilson Uma · CIK 0001890549 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,466.6037 Read SEC document |
| November 10, 2022 Filed Nov 10, 2022 22:05 UTC | UMB FINANCIAL CORP UMBF · Entity 2021 | Exercise / conversionStock Option (Right to Buy) · Derivative | 515 | $0.00 Strike: $45.58 | $0.00 |
DisclosureSEC source: 0001127602-22-025315 · form4.xml · derivative · entry 4 Wilson Uma · CIK 0001890549 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 515 shares Expires 2021-10-27 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 |
| November 10, 2022 Filed Nov 10, 2022 22:05 UTC | UMB FINANCIAL CORP UMBF · Entity 2021 | SaleCommon Stock | 515 | $85.00 | $43,775.00 |
DisclosureSEC source: 0001127602-22-025315 · form4.xml · nonDerivative · entry 2 Wilson Uma · CIK 0001890549 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,656.6037 Read SEC document |
| November 10, 2022 Filed Nov 10, 2022 22:05 UTC | UMB FINANCIAL CORP UMBF · Entity 2021 | Exercise / conversionCommon Stock | 515 | $45.58 | $23,473.70 |
DisclosureSEC source: 0001127602-22-025315 · form4.xml · nonDerivative · entry 1 Wilson Uma · CIK 0001890549 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,171.6037 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 |
| July 29, 2022 Filed Aug 2, 2022 20:48 UTC | UMB FINANCIAL CORP UMBF · Entity 2021 | GrantCommon Stock | 4,022 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-22-020171 · form4.xml · nonDerivative · entry 1 Wilson Uma · CIK 0001890549 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,656.6037 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 13, 2022 Filed Feb 15, 2022 22:43 UTC | UMB FINANCIAL CORP UMBF · Entity 2021 | Tax withholdingCommon Stock | 37 | $102.93 | $3,808.41 |
DisclosureSEC source: 0001127602-22-005091 · form4.xml · nonDerivative · entry 3 Wilson Uma · CIK 0001890549 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,634.6037 Read SEC document |
| February 11, 2022 Filed Feb 15, 2022 22:43 UTC | UMB FINANCIAL CORP UMBF · Entity 2021 | Tax withholdingCommon Stock | 93 | $102.93 | $9,572.49 |
DisclosureSEC source: 0001127602-22-005091 · form4.xml · nonDerivative · entry 2 Wilson Uma · CIK 0001890549 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,671.6037 Read SEC document |
| February 11, 2022 Filed Feb 15, 2022 22:43 UTC | UMB FINANCIAL CORP UMBF · Entity 2021 | GrantCommon Stock | 680 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-22-005091 · form4.xml · nonDerivative · entry 1 Wilson Uma · CIK 0001890549 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,764.6037 Read SEC document |
| February 08, 2022 Filed Feb 10, 2022 21:23 UTC | UMB FINANCIAL CORP UMBF · Entity 2021 | Tax withholdingCommon Stock | 61 | $104.37 | $6,366.57 |
DisclosureSEC source: 0001127602-22-004256 · form4.xml · nonDerivative · entry 1 Wilson Uma · CIK 0001890549 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,084.6037 Read SEC document |
| January 24, 2022 Filed Jan 26, 2022 21:32 UTC | UMB FINANCIAL CORP UMBF · Entity 2021 | Tax withholdingCommon Stock | 361 | $103.24 | $37,269.64 |
DisclosureSEC source: 0001127602-22-002178 · form4.xml · nonDerivative · entry 2 Wilson Uma · CIK 0001890549 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,145.6037 F1 · balance_after: Reflects shares acquired through the reinvestment of dividends on restricted stock and restricted units. Read SEC document |
| January 24, 2022 Filed Jan 26, 2022 21:32 UTC | UMB FINANCIAL CORP UMBF · Entity 2021 | GrantCommon Stock | 1,004 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-22-002178 · form4.xml · nonDerivative · entry 1 Wilson Uma · CIK 0001890549 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,506.6037 Read SEC document |
| November 18, 2021 Filed Nov 18, 2021 21:29 UTC | UMB FINANCIAL CORP UMBF · Entity 2021 | Exercise / conversionStock Option (Right to Buy) · Derivative | 275 | $0.00 Strike: $39.97 | $0.00 |
DisclosureSEC source: 0001127602-21-029545 · form4.xml · derivative · entry 4 Wilson Uma · CIK 0001890549 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 275 shares Expires 2022-01-01 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. F1 · derivative.exercise_date: Options will vest 50% on 1/1/2012, 75% on 1/1/2013, and 100% on 1/1/2014 Read SEC document |
| November 18, 2021 Filed Nov 18, 2021 21:29 UTC | UMB FINANCIAL CORP UMBF · Entity 2021 | SaleCommon Stock | 275 | $106.98 | $29,418.13 |
DisclosureSEC source: 0001127602-21-029545 · form4.xml · nonDerivative · entry 2 Wilson Uma · CIK 0001890549 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,501.9526 Read SEC document |
| November 18, 2021 Filed Nov 18, 2021 21:29 UTC | UMB FINANCIAL CORP UMBF · Entity 2021 | Exercise / conversionCommon Stock | 275 | $39.97 | $10,991.75 |
DisclosureSEC source: 0001127602-21-029545 · form4.xml · nonDerivative · entry 1 Wilson Uma · CIK 0001890549 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,776.9526 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.