Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| UMB FINANCIAL CORPUMBF · Entity 2021 | President | June 09, 2026 | June 10, 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 June 09, 2026 · Filed June 10, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 61,446.1751 |
Ending reported balance
After 2026-06-09 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2026-06-09 · Sale · Disposed 7,172 · Balance 62,520.1751 F1: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $132.00 to $132.99, inclusive. Row 2 · 2026-06-09 · Sale · Disposed 1,074 · Balance 61,446.1751 F2: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $133.00 to $133.22, inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, additional information regarding the number of shares sold at each separate price within the ranges set forth in footnotes (1) and (2) to this Form 4. |
| Common StockSEC Table I · non-derivative | IndirectBy ESOP | 1,487.754 |
Reported balance
Holding disclosure · report date 2026-06-09 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 1,487.754 |
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 $132.00 to $132.99, inclusive.
F2: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $133.00 to $133.22, inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, additional information regarding the number of shares sold at each separate price within the ranges set forth in footnotes (1) and (2) to this Form 4.
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 |
|---|---|---|---|---|---|---|
| March 04, 2021 Filed Mar 6, 2021 02:01 UTC | UMB FINANCIAL CORP UMBF · Entity 2021 | SaleCommon Stock | 100 | $90.47 | $9,047.00 |
DisclosureSEC source: 0001127602-21-009605 · form4.xml · nonDerivative · entry 5 Rine James D · CIK 0001739106 · President UMB Bank, n.a. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,475.6318 Read SEC document |
| March 04, 2021 Filed Mar 6, 2021 02:01 UTC | UMB FINANCIAL CORP UMBF · Entity 2021 | SaleCommon Stock | 100 | $90.27 | $9,027.00 |
DisclosureSEC source: 0001127602-21-009605 · form4.xml · nonDerivative · entry 4 Rine James D · CIK 0001739106 · President UMB Bank, n.a. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,575.6318 Read SEC document |
| March 04, 2021 Filed Mar 6, 2021 02:01 UTC | UMB FINANCIAL CORP UMBF · Entity 2021 | SaleCommon Stock | 200 | $90.12 | $18,024.00 |
DisclosureSEC source: 0001127602-21-009605 · form4.xml · nonDerivative · entry 3 Rine James D · CIK 0001739106 · President UMB Bank, n.a. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,675.6318 Read SEC document |
| March 04, 2021 Filed Mar 6, 2021 02:01 UTC | UMB FINANCIAL CORP UMBF · Entity 2021 | SaleCommon Stock | 100 | $90.06 | $9,006.00 |
DisclosureSEC source: 0001127602-21-009605 · form4.xml · nonDerivative · entry 2 Rine James D · CIK 0001739106 · President UMB Bank, n.a. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,875.6318 Read SEC document |
| March 04, 2021 Filed Mar 6, 2021 02:01 UTC | UMB FINANCIAL CORP UMBF · Entity 2021 | Exercise / conversionCommon Stock | 900 | $39.97 | $35,973.00 |
DisclosureSEC source: 0001127602-21-009605 · form4.xml · nonDerivative · entry 1 Rine James D · CIK 0001739106 · President UMB Bank, n.a. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,975.6318 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 23, 2021 Filed Feb 23, 2021 22:56 UTC | UMB FINANCIAL CORP UMBF · Entity 2021 | SaleCommon Stock | 289 | $83.66 | $24,178.66 |
DisclosureSEC source: 0001127602-21-007389 · form4.xml · nonDerivative · entry 6 Rine James D · CIK 0001739106 · President UMB Bank, n.a. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,075.6318 Read SEC document |
| February 23, 2021 Filed Feb 23, 2021 22:56 UTC | UMB FINANCIAL CORP UMBF · Entity 2021 | SaleCommon Stock | 100 | $83.62 | $8,362.00 |
DisclosureSEC source: 0001127602-21-007389 · form4.xml · nonDerivative · entry 5 Rine James D · CIK 0001739106 · President UMB Bank, n.a. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,364.6318 Read SEC document |
| February 23, 2021 Filed Feb 23, 2021 22:56 UTC | UMB FINANCIAL CORP UMBF · Entity 2021 | SaleCommon Stock | 100 | $83.62 | $8,361.60 |
DisclosureSEC source: 0001127602-21-007389 · form4.xml · nonDerivative · entry 4 Rine James D · CIK 0001739106 · President UMB Bank, n.a. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,464.6318 Read SEC document |
| February 23, 2021 Filed Feb 23, 2021 22:56 UTC | UMB FINANCIAL CORP UMBF · Entity 2021 | SaleCommon Stock | 200 | $83.61 | $16,722.80 |
DisclosureSEC source: 0001127602-21-007389 · form4.xml · nonDerivative · entry 3 Rine James D · CIK 0001739106 · President UMB Bank, n.a. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,564.6318 Read SEC document |
| February 23, 2021 Filed Feb 23, 2021 22:56 UTC | UMB FINANCIAL CORP UMBF · Entity 2021 | SaleCommon Stock | 300 | $83.61 | $25,083.00 |
DisclosureSEC source: 0001127602-21-007389 · form4.xml · nonDerivative · entry 2 Rine James D · CIK 0001739106 · President UMB Bank, n.a. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,764.6318 Read SEC document |
| February 23, 2021 Filed Feb 23, 2021 22:56 UTC | UMB FINANCIAL CORP UMBF · Entity 2021 | SaleCommon Stock | 2,258 | $82.29 | $185,810.82 |
DisclosureSEC source: 0001127602-21-007389 · form4.xml · nonDerivative · entry 1 Rine James D · CIK 0001739106 · President UMB Bank, n.a. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,064.6318 Read SEC document |
| February 13, 2021 Filed Feb 17, 2021 23:25 UTC | UMB FINANCIAL CORP UMBF · Entity 2021 | Tax withholdingCommon Stock | 449 | $78.51 | $35,250.99 |
DisclosureSEC source: 0001127602-21-006332 · form4.xml · nonDerivative · entry 1 Rine James D · CIK 0001739106 · President UMB Bank, n.a. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,322.6318 Read SEC document |
| February 12, 2021 Filed Feb 17, 2021 00:07 UTC | UMB FINANCIAL CORP UMBF · Entity 2021 | GrantCommon Stock | 3,407 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-21-006013 · form4.xml · nonDerivative · entry 1 Rine James D · CIK 0001739106 · President UMB Bank, n.a. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,771.6318 Read SEC document |
| February 08, 2021 Filed Feb 10, 2021 23:37 UTC | UMB FINANCIAL CORP UMBF · Entity 2021 | Tax withholdingCommon Stock | 84 | $77.31 | $6,494.04 |
DisclosureSEC source: 0001127602-21-005037 · form4.xml · nonDerivative · entry 1 Rine James D · CIK 0001739106 · President UMB Bank, n.a. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,364.6318 Read SEC document |
| February 02, 2021 Filed Feb 4, 2021 23:34 UTC | UMB FINANCIAL CORP UMBF · Entity 2021 | Tax withholdingCommon Stock | 58 | $74.52 | $4,322.16 |
DisclosureSEC source: 0001127602-21-004061 · form4.xml · nonDerivative · entry 1 Rine James D · CIK 0001739106 · President UMB Bank, n.a. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,448.6318 Read SEC document |
| January 25, 2021 Filed Jan 26, 2021 23:33 UTC | UMB FINANCIAL CORP UMBF · Entity 2021 | Tax withholdingCommon Stock | 540 | $73.02 | $39,430.80 |
DisclosureSEC source: 0001127602-21-002663 · form4.xml · nonDerivative · entry 2 Rine James D · CIK 0001739106 · President UMB Bank, n.a. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,506.6318 Read SEC document |
| January 25, 2021 Filed Jan 26, 2021 23:33 UTC | UMB FINANCIAL CORP UMBF · Entity 2021 | GrantCommon Stock | 1,497 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-21-002663 · form4.xml · nonDerivative · entry 1 Rine James D · CIK 0001739106 · President UMB Bank, n.a. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,046.6318 F1 · balance_after: Reflects shares acquired through the reinvestment of dividends on restricted stock and restricted units. Read SEC document |
| November 17, 2020 Filed Nov 19, 2020 21:48 UTC | UMB FINANCIAL CORP UMBF · Entity 2021 | SaleCommon Stock | 486 | $71.25 | $34,627.50 |
DisclosureSEC source: 0001127602-20-029586 · form4.xml · nonDerivative · entry 1 Rine James D · CIK 0001739106 · President UMB Bank, n.a. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,449.0306 F1 · balance_after: Reflects shares acquired through the reinvestment of dividends on restricted stock. Read SEC document |
| May 01, 2020 Filed May 13, 2020 22:23 UTC | UMB FINANCIAL CORP UMBF · Entity 2021 | Tax withholdingCommon Stock | 22 | $48.82 | $1,074.04 |
DisclosureSEC source: 0001127602-20-016480 · form4.xml · nonDerivative · entry 1 Rine James D · CIK 0001739106 · President UMB Bank, n.a. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,925.9294 F1 · balance_after: Reflects shares acquired through the reinvestment of dividends on restricted stock. Read SEC document |
| March 02, 2020 Filed Mar 3, 2020 21:29 UTC | UMB FINANCIAL CORP UMBF · Entity 2021 | Exercise / conversionStock Option (Right to Buy) · Derivative | 2,094 | $0.00 Strike: $41.71 | $0.00 |
DisclosureSEC source: 0001127602-20-009000 · form4.xml · derivative · entry 4 Rine James D · CIK 0001739106 · President UMB Bank, n.a. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 2,094 shares Expires 2021-01-01 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. Read SEC document |
| March 02, 2020 Filed Mar 3, 2020 21:29 UTC | UMB FINANCIAL CORP UMBF · Entity 2021 | SaleCommon Stock | 224 | $60.54 | $13,560.96 |
DisclosureSEC source: 0001127602-20-009000 · form4.xml · nonDerivative · entry 2 Rine James D · CIK 0001739106 · President UMB Bank, n.a. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,942.3994 Read SEC document |
| March 02, 2020 Filed Mar 3, 2020 21:29 UTC | UMB FINANCIAL CORP UMBF · Entity 2021 | Exercise / conversionCommon Stock | 2,094 | $61.12 | $127,985.28 |
DisclosureSEC source: 0001127602-20-009000 · form4.xml · nonDerivative · entry 1 Rine James D · CIK 0001739106 · President UMB Bank, n.a. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,166.3994 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 11, 2020 Filed Feb 14, 2020 22:35 UTC | UMB FINANCIAL CORP UMBF · Entity 2021 | GrantCommon Stock | 3,409 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-20-005752 · form4.xml · nonDerivative · entry 2 Rine James D · CIK 0001739106 · President UMB Bank, n.a. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,072.3994 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 22:35 UTC | UMB FINANCIAL CORP UMBF · Entity 2021 | Tax withholdingCommon Stock | 45 | $68.27 | $3,072.15 |
DisclosureSEC source: 0001127602-20-005752 · form4.xml · nonDerivative · entry 1 Rine James D · CIK 0001739106 · President UMB Bank, n.a. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,663.3994 Read SEC document |
| February 10, 2020 Filed Feb 11, 2020 22:19 UTC | UMB FINANCIAL CORP UMBF · Entity 2021 | Tax withholdingCommon Stock | 160 | $67.96 | $10,873.60 |
DisclosureSEC source: 0001127602-20-004918 · form4.xml · nonDerivative · entry 1 Rine James D · CIK 0001739106 · President UMB Bank, n.a. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,708.3994 Read SEC document |
| February 05, 2020 Filed Feb 6, 2020 22:33 UTC | UMB FINANCIAL CORP UMBF · Entity 2021 | Tax withholdingCommon Stock | 50 | $69.79 | $3,489.50 |
DisclosureSEC source: 0001127602-20-004066 · form4.xml · nonDerivative · entry 1 Rine James D · CIK 0001739106 · President UMB Bank, n.a. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,868.3994 Read SEC document |
| February 03, 2020 Filed Feb 4, 2020 22:44 UTC | UMB FINANCIAL CORP UMBF · Entity 2021 | Tax withholdingCommon Stock | 48 | $66.46 | $3,190.08 |
DisclosureSEC source: 0001127602-20-003551 · form4.xml · nonDerivative · entry 1 Rine James D · CIK 0001739106 · President UMB Bank, n.a. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,918.3994 Read SEC document |
| January 27, 2020 Filed Jan 29, 2020 21:39 UTC | UMB FINANCIAL CORP UMBF · Entity 2021 | Tax withholdingCommon Stock | 440 | $64.82 | $28,520.80 |
DisclosureSEC source: 0001127602-20-002644 · form4.xml · nonDerivative · entry 1 Rine James D · CIK 0001739106 · President UMB Bank, n.a. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,966.3994 F1 · balance_after: Reflects shares acquired through the reinvestment of dividends on restricted stock. Read SEC document |
| July 29, 2019 Filed Jul 31, 2019 20:00 UTC | UMB FINANCIAL CORP UMBF · Entity 2021 | Tax withholdingCommon Stock | 217 | $67.26 | $14,595.42 |
DisclosureSEC source: 0001127602-19-025497 · form4.xml · nonDerivative · entry 2 Rine James D · CIK 0001739106 · President UMB Bank, n.a. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,379.0537 F1 · balance_after: Reflects shares acquired through the reinvestment of dividends on restricted stock. Read SEC document |
| May 01, 2019 Filed Jul 31, 2019 20:00 UTC | UMB FINANCIAL CORP UMBF · Entity 2021 | Tax withholdingCommon Stock | 22 | $68.88 | $1,515.36 |
DisclosureSEC source: 0001127602-19-025497 · form4.xml · nonDerivative · entry 1 Rine James D · CIK 0001739106 · President UMB Bank, n.a. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,579.4568 Read SEC document |
| February 13, 2019 Filed Feb 13, 2019 23:47 UTC | UMB FINANCIAL CORP UMBF · Entity 2021 | GrantCommon Stock | 2,892 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-19-005737 · form4.xml · nonDerivative · entry 2 Rine James D · CIK 0001739106 · President UMB Bank, n.a. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,584.3527 F1 · shares: The restricted stock units vest 50% on 2/13/21, 75% on 2/13/22 and 100% on 2/13/23. Read SEC document |
| February 11, 2019 Filed Feb 13, 2019 23:47 UTC | UMB FINANCIAL CORP UMBF · Entity 2021 | Tax withholdingCommon Stock | 42 | $66.43 | $2,790.06 |
DisclosureSEC source: 0001127602-19-005737 · form4.xml · nonDerivative · entry 1 Rine James D · CIK 0001739106 · President UMB Bank, n.a. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,692.3527 Read SEC document |
| February 10, 2019 Filed Feb 11, 2019 23:04 UTC | UMB FINANCIAL CORP UMBF · Entity 2021 | Tax withholdingCommon Stock | 42 | $65.54 | $2,752.68 |
DisclosureSEC source: 0001127602-19-005175 · form4.xml · nonDerivative · entry 1 Rine James D · CIK 0001739106 · President UMB Bank, n.a. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,734.3527 Read SEC document |
| February 05, 2019 Filed Feb 6, 2019 22:14 UTC | UMB FINANCIAL CORP UMBF · Entity 2021 | Tax withholdingCommon Stock | 49 | $66.01 | $3,234.49 |
DisclosureSEC source: 0001127602-19-004347 · form4.xml · nonDerivative · entry 1 Rine James D · CIK 0001739106 · President UMB Bank, n.a. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,776.3527 Read SEC document |
| February 02, 2019 Filed Feb 5, 2019 22:03 UTC | UMB FINANCIAL CORP UMBF · Entity 2021 | Tax withholdingCommon Stock | 92 | $64.64 | $5,946.88 |
DisclosureSEC source: 0001127602-19-004150 · form4.xml · nonDerivative · entry 1 Rine James D · CIK 0001739106 · President UMB Bank, n.a. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,825.3527 Read SEC document |
| January 28, 2019 Filed Jan 30, 2019 22:43 UTC | UMB FINANCIAL CORP UMBF · Entity 2021 | Tax withholdingCommon Stock | 466 | $68.44 | $31,893.04 |
DisclosureSEC source: 0001127602-19-003111 · form4.xml · nonDerivative · entry 1 Rine James D · CIK 0001739106 · President UMB Bank, n.a. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,917.3527 F1 · balance_after: Reflects shares acquired through the reinvestment of dividends on restricted stock. Read SEC document |
| July 29, 2018 Filed Jul 30, 2018 20:52 UTC | UMB FINANCIAL CORP UMBF · Entity 2021 | Tax withholdingCommon Stock | 215 | $71.98 | $15,475.70 |
DisclosureSEC source: 0001127602-18-024038 · form4.xml · nonDerivative · entry 1 Rine James D · CIK 0001739106 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,333.4358 F1 · balance_after: Reflects shares acquired through the reinvestment of dividends on restricted stock. Read SEC document |
| May 09, 2018 Filed Jul 6, 2018 20:00 UTC | UMB FINANCIAL CORP UMBF · Entity 2021 | GiftCommon Stock | 323 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-18-022916 · form4.xml · nonDerivative · entry 2 Rine James D · CIK 0001739106 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,525 Read SEC document |
| May 01, 2018 Filed Jul 6, 2018 20:00 UTC | UMB FINANCIAL CORP UMBF · Entity 2021 | Tax withholdingCommon Stock | 42 | $76.91 | $3,230.22 |
DisclosureSEC source: 0001127602-18-022916 · form4.xml · nonDerivative · entry 1 Rine James D · CIK 0001739106 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,848 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.