Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| UMB FINANCIAL CORPUMBF · Entity 2021 | Chief Human Resource Officer | July 31, 2026 | July 31, 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 July 31, 2026 · Filed July 31, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 8,943.3509 |
Reported balance
After 2026-07-31 transaction · row 1
1 source rowRow 1 · 2026-07-31 · Sale · Disposed 1,600 · Balance 8,943.3509 F1: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $144.15 to $144.71, inclusive. |
| Common StockSEC Table I · non-derivative | IndirectBy ESOP | 227.936 |
Reported balance
Holding disclosure · report date 2026-07-31 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 227.936 |
Filing footnotes · ownership attribution and instrument terms
F1: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $144.15 to $144.71, inclusive.
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 13, 2022 Filed Feb 15, 2022 22:01 UTC | UMB FINANCIAL CORP UMBF · Entity 2021 | Tax withholdingCommon Stock | 50 | $102.93 | $5,146.50 |
DisclosureSEC source: 0001127602-22-005044 · form4.xml · nonDerivative · entry 3 Beaird Robert Brian · CIK 0001793099 · Chief Human Resource Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,409.5329 Read SEC document |
| February 11, 2022 Filed Feb 15, 2022 22:01 UTC | UMB FINANCIAL CORP UMBF · Entity 2021 | Tax withholdingCommon Stock | 135 | $102.93 | $13,895.55 |
DisclosureSEC source: 0001127602-22-005044 · form4.xml · nonDerivative · entry 2 Beaird Robert Brian · CIK 0001793099 · Chief Human Resource Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,459.5329 Read SEC document |
| February 11, 2022 Filed Feb 15, 2022 22:01 UTC | UMB FINANCIAL CORP UMBF · Entity 2021 | GrantCommon Stock | 573 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-22-005044 · form4.xml · nonDerivative · entry 1 Beaird Robert Brian · CIK 0001793099 · Chief Human Resource Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,594.5329 Read SEC document |
| February 08, 2022 Filed Feb 10, 2022 21:09 UTC | UMB FINANCIAL CORP UMBF · Entity 2021 | Tax withholdingCommon Stock | 32 | $104.37 | $3,339.84 |
DisclosureSEC source: 0001127602-22-004236 · form4.xml · nonDerivative · entry 1 Beaird Robert Brian · CIK 0001793099 · Chief Human Resource Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,021.5329 Read SEC document |
| February 17, 2021 Filed Feb 17, 2021 22:23 UTC | UMB FINANCIAL CORP UMBF · Entity 2021 | Exercise / conversionStock Option (Right to Buy) · Derivative | 215 | $0.00 Strike: $75.25 | $0.00 |
DisclosureSEC source: 0001127602-21-006298 · form4.xml · derivative · entry 10 Beaird Robert Brian · CIK 0001793099 · Chief Human Resource Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 215 shares Expires 2027-02-02 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. F3 · derivative.exercise_date: Options vest as to 50% on 2/2/19, 75% on 2/2/20, and 100% on 2/2/21 Read SEC document |
| February 17, 2021 Filed Feb 17, 2021 22:23 UTC | UMB FINANCIAL CORP UMBF · Entity 2021 | Exercise / conversionStock Option (Right to Buy) · Derivative | 98 | $0.00 Strike: $47.68 | $0.00 |
DisclosureSEC source: 0001127602-21-006298 · form4.xml · derivative · entry 9 Beaird Robert Brian · CIK 0001793099 · Chief Human Resource Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 98 shares Expires 2026-02-05 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. F2 · derivative.exercise_date: Options will vest 50% on 2/5/2018, 75% on 2/5/2019, and 100% on 2/5/2020. Read SEC document |
| February 17, 2021 Filed Feb 17, 2021 22:23 UTC | UMB FINANCIAL CORP UMBF · Entity 2021 | Exercise / conversionStock Option (Right to Buy) · Derivative | 158 | $0.00 Strike: $51.42 | $0.00 |
DisclosureSEC source: 0001127602-21-006298 · form4.xml · derivative · entry 8 Beaird Robert Brian · CIK 0001793099 · Chief Human Resource Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 158 shares Expires 2025-02-11 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 2/11/2018, 75% on 2/11/2019, and 75% on 2/11/2020 Read SEC document |
| February 17, 2021 Filed Feb 17, 2021 22:23 UTC | UMB FINANCIAL CORP UMBF · Entity 2021 | SaleCommon Stock | 471 | $79.08 | $37,246.68 |
DisclosureSEC source: 0001127602-21-006298 · form4.xml · nonDerivative · entry 6 Beaird Robert Brian · CIK 0001793099 · Chief Human Resource Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,052.1589 Read SEC document |
| February 17, 2021 Filed Feb 17, 2021 22:23 UTC | UMB FINANCIAL CORP UMBF · Entity 2021 | Exercise / conversionCommon Stock | 215 | $75.25 | $16,178.75 |
DisclosureSEC source: 0001127602-21-006298 · form4.xml · nonDerivative · entry 5 Beaird Robert Brian · CIK 0001793099 · Chief Human Resource Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,523.1589 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 17, 2021 Filed Feb 17, 2021 22:23 UTC | UMB FINANCIAL CORP UMBF · Entity 2021 | Exercise / conversionCommon Stock | 98 | $47.68 | $4,672.64 |
DisclosureSEC source: 0001127602-21-006298 · form4.xml · nonDerivative · entry 4 Beaird Robert Brian · CIK 0001793099 · Chief Human Resource Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,308.1589 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 17, 2021 Filed Feb 17, 2021 22:23 UTC | UMB FINANCIAL CORP UMBF · Entity 2021 | Exercise / conversionCommon Stock | 158 | $51.42 | $8,124.36 |
DisclosureSEC source: 0001127602-21-006298 · form4.xml · nonDerivative · entry 3 Beaird Robert Brian · CIK 0001793099 · Chief Human Resource Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,210.1589 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 17, 2021 Filed Feb 17, 2021 22:23 UTC | UMB FINANCIAL CORP UMBF · Entity 2021 | SaleCommon Stock | 241 | $79.19 | $19,084.65 |
DisclosureSEC source: 0001127602-21-006298 · form4.xml · nonDerivative · entry 2 Beaird Robert Brian · CIK 0001793099 · Chief Human Resource Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,052.1589 Read SEC document |
| February 13, 2021 Filed Feb 17, 2021 22:23 UTC | UMB FINANCIAL CORP UMBF · Entity 2021 | Tax withholdingCommon Stock | 92 | $78.51 | $7,222.92 |
DisclosureSEC source: 0001127602-21-006298 · form4.xml · nonDerivative · entry 1 Beaird Robert Brian · CIK 0001793099 · Chief Human Resource Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,293.1589 Read SEC document |
| February 12, 2021 Filed Feb 16, 2021 23:37 UTC | UMB FINANCIAL CORP UMBF · Entity 2021 | GrantCommon Stock | 713 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-21-005984 · form4.xml · nonDerivative · entry 1 Beaird Robert Brian · CIK 0001793099 · Chief Human Resource Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,385.1589 Read SEC document |
| February 08, 2021 Filed Feb 10, 2021 22:09 UTC | UMB FINANCIAL CORP UMBF · Entity 2021 | Tax withholdingCommon Stock | 31 | $77.31 | $2,396.61 |
DisclosureSEC source: 0001127602-21-004981 · form4.xml · nonDerivative · entry 1 Beaird Robert Brian · CIK 0001793099 · Chief Human Resource Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,672.1589 Read SEC document |
| February 02, 2021 Filed Feb 4, 2021 23:11 UTC | UMB FINANCIAL CORP UMBF · Entity 2021 | Tax withholdingCommon Stock | 17 | $74.52 | $1,266.84 |
DisclosureSEC source: 0001127602-21-004045 · form4.xml · nonDerivative · entry 1 Beaird Robert Brian · CIK 0001793099 · Chief Human Resource Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,703.1589 Read SEC document |
| February 11, 2020 Filed Feb 14, 2020 22:02 UTC | UMB FINANCIAL CORP UMBF · Entity 2021 | GrantCommon Stock | 732 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-20-005705 · form4.xml · nonDerivative · entry 2 Beaird Robert Brian · CIK 0001793099 · Chief Human Resource Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,697.5674 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 |
| February 11, 2020 Filed Feb 14, 2020 22:02 UTC | UMB FINANCIAL CORP UMBF · Entity 2021 | Tax withholdingCommon Stock | 46 | $68.27 | $3,140.42 |
DisclosureSEC source: 0001127602-20-005705 · form4.xml · nonDerivative · entry 1 Beaird Robert Brian · CIK 0001793099 · Chief Human Resource Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 965.5674 Read SEC document |
| February 10, 2020 Filed Feb 11, 2020 22:05 UTC | UMB FINANCIAL CORP UMBF · Entity 2021 | Tax withholdingCommon Stock | 60 | $67.96 | $4,077.60 |
DisclosureSEC source: 0001127602-20-004890 · form4.xml · nonDerivative · entry 1 Beaird Robert Brian · CIK 0001793099 · Chief Human Resource Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,011.5674 Read SEC document |
| February 05, 2020 Filed Feb 6, 2020 22:19 UTC | UMB FINANCIAL CORP UMBF · Entity 2021 | Tax withholdingCommon Stock | 24 | $69.79 | $1,674.96 |
DisclosureSEC source: 0001127602-20-004039 · form4.xml · nonDerivative · entry 1 Beaird Robert Brian · CIK 0001793099 · Chief Human Resource Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,071.5674 Read SEC document |
| February 03, 2020 Filed Feb 4, 2020 22:37 UTC | UMB FINANCIAL CORP UMBF · Entity 2021 | Tax withholdingCommon Stock | 15 | $66.46 | $996.90 |
DisclosureSEC source: 0001127602-20-003536 · form4.xml · nonDerivative · entry 1 Beaird Robert Brian · CIK 0001793099 · Chief Human Resource Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,095.5674 F1 · balance_after: Reflects shares acquired through the reinvestment of dividends on restricted stock. 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.