Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| UMB FINANCIAL CORPUMBF · Entity 2021 | Director | May 01, 2026 | May 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 May 01, 2026 · Filed May 04, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 14,611.5037 |
Reported balance
After 2026-05-01 transaction · row 1
1 source rowRow 1 · 2026-05-01 · Grant · Acquired 116 · Balance 14,611.5037 |
| Common StockSEC Table I · non-derivative | IndirectBy Ira | 558 |
Reported balance
Holding disclosure · report date 2026-05-01 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 558 |
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 |
|---|---|---|---|---|---|---|
| May 01, 2026 Filed May 4, 2026 22:10 UTC | UMB FINANCIAL CORP UMBF · Entity 2021 | GrantCommon Stock | 116 | $129.24 | $14,991.84 |
DisclosureSEC source: 0000101382-26-000151 · form4.xml · nonDerivative · entry 1 SOSLAND L JOSHUA · CIK 0001229042 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 14,611.5037 Read SEC document |
| January 30, 2026 Filed Feb 2, 2026 21:33 UTC | UMB FINANCIAL CORP UMBF · Entity 2021 | GrantCommon Stock | 786 | $127.14 | $99,932.04 |
DisclosureSEC source: 0000101382-26-000037 · form4.xml · nonDerivative · entry 1 SOSLAND L JOSHUA · CIK 0001229042 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 14,495.5037 Read SEC document |
| January 31, 2025 Filed Feb 3, 2025 12:49 UTC | UMB FINANCIAL CORP UMBF · Entity 2021 | GrantCommon Stock | 678 | $117.90 | $79,936.20 |
DisclosureSEC source: 0001127602-25-002667 · form4.xml · nonDerivative · entry 1 SOSLAND L JOSHUA · CIK 0001229042 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,709.5037 Read SEC document |
| February 02, 2024 Filed Feb 5, 2024 21:22 UTC | UMB FINANCIAL CORP UMBF · Entity 2021 | GrantCommon Stock | 790 | $82.22 | $64,953.80 |
DisclosureSEC source: 0001127602-24-003380 · form4.xml · nonDerivative · entry 1 SOSLAND L JOSHUA · CIK 0001229042 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,031.5037 Read SEC document |
| March 13, 2023 Filed Mar 13, 2023 20:34 UTC | UMB FINANCIAL CORP UMBF · Entity 2021 | PurchaseCommon Stock | 1,000 | $57.55 | $57,550.00 |
DisclosureSEC source: 0001127602-23-009886 · form4.xml · nonDerivative · entry 1 SOSLAND L JOSHUA · CIK 0001229042 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,241 Read SEC document |
| January 27, 2023 Filed Jan 31, 2023 22:27 UTC | UMB FINANCIAL CORP UMBF · Entity 2021 | GrantCommon Stock | 739 | $87.84 | $64,913.76 |
DisclosureSEC source: 0001127602-23-002779 · form4.xml · nonDerivative · entry 1 SOSLAND L JOSHUA · CIK 0001229042 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,241 Read SEC document |
| November 07, 2022 Filed Nov 7, 2022 21:11 UTC | UMB FINANCIAL CORP UMBF · Entity 2021 | PurchaseCommon Stock | 368 | $82.81 | $30,474.08 |
DisclosureSEC source: 0001127602-22-025026 · form4.xml · nonDerivative · entry 2 SOSLAND L JOSHUA · CIK 0001229042 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,502 Read SEC document |
| November 03, 2022 Filed Nov 7, 2022 21:11 UTC | UMB FINANCIAL CORP UMBF · Entity 2021 | GiftCommon Stock | 368 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-22-025026 · form4.xml · nonDerivative · entry 1 SOSLAND L JOSHUA · CIK 0001229042 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,134 Read SEC document |
| January 28, 2022 Filed Feb 1, 2022 21:40 UTC | UMB FINANCIAL CORP UMBF · Entity 2021 | GrantCommon Stock | 610 | $98.22 | $59,914.20 |
DisclosureSEC source: 0001127602-22-002773 · form4.xml · nonDerivative · entry 1 SOSLAND L JOSHUA · CIK 0001229042 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,502 Read SEC document |
| May 03, 2021 Filed May 7, 2021 21:17 UTC | UMB FINANCIAL CORP UMBF · Entity 2021 | PurchaseCommon Stock | 711 | $97.46 | $69,294.06 |
DisclosureSEC source: 0001127602-21-015920 · form4.xml · nonDerivative · entry 2 SOSLAND L JOSHUA · CIK 0001229042 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,892 Read SEC document |
| April 30, 2021 Filed May 7, 2021 21:17 UTC | UMB FINANCIAL CORP UMBF · Entity 2021 | GiftCommon Stock | 711 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-21-015920 · form4.xml · nonDerivative · entry 1 SOSLAND L JOSHUA · CIK 0001229042 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,181 Read SEC document |
| January 29, 2021 Filed Feb 1, 2021 22:44 UTC | UMB FINANCIAL CORP UMBF · Entity 2021 | GrantCommon Stock | 845 | $70.97 | $59,969.65 |
DisclosureSEC source: 0001127602-21-003300 · form4.xml · nonDerivative · entry 1 SOSLAND L JOSHUA · CIK 0001229042 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,892 Read SEC document |
| January 31, 2020 Filed Feb 3, 2020 22:45 UTC | UMB FINANCIAL CORP UMBF · Entity 2021 | GrantCommon Stock | 827 | $66.46 | $54,962.42 |
DisclosureSEC source: 0001127602-20-003226 · form4.xml · nonDerivative · entry 1 SOSLAND L JOSHUA · CIK 0001229042 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,047 Read SEC document |
| February 01, 2019 Filed Feb 5, 2019 00:06 UTC | UMB FINANCIAL CORP UMBF · Entity 2021 | GrantCommon Stock | 850 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-19-003895 · form4.xml · nonDerivative · entry 1 SOSLAND L JOSHUA · CIK 0001229042 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,220 Read SEC document |
| June 13, 2018 Filed Jun 13, 2018 22:35 UTC | UMB FINANCIAL CORP UMBF · Entity 2021 | PurchaseCommon Stock | 520 | $77.48 | $40,287.31 |
DisclosureSEC source: 0001127602-18-020828 · form4.xml · nonDerivative · entry 2 SOSLAND L JOSHUA · CIK 0001229042 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,370 Read SEC document |
| June 13, 2018 Filed Jun 13, 2018 22:35 UTC | UMB FINANCIAL CORP UMBF · Entity 2021 | GiftCommon Stock | 520 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-18-020828 · form4.xml · nonDerivative · entry 1 SOSLAND L JOSHUA · CIK 0001229042 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,850 Read SEC document |
| January 26, 2018 Filed Jan 30, 2018 19:03 UTC | UMB FINANCIAL CORP UMBF · Entity 2021 | GrantCommon Stock | 586 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-18-002919 · form4.xml · nonDerivative · entry 1 SOSLAND L JOSHUA · CIK 0001229042 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,370 Read SEC document |
| April 27, 2017 Filed Apr 28, 2017 21:14 UTC | UMB FINANCIAL CORP UMBF · Entity 2021 | PurchaseCommon Stock | 130 | $75.50 | $9,815.04 |
DisclosureSEC source: 0001127602-17-015885 · form4.xml · nonDerivative · entry 1 SOSLAND L JOSHUA · CIK 0001229042 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,784 Read SEC document |
| January 27, 2017 Filed Jan 31, 2017 16:47 UTC | UMB FINANCIAL CORP UMBF · Entity 2021 | GrantCommon Stock | 593 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-003021 · form4.xml · nonDerivative · entry 2 SOSLAND L JOSHUA · CIK 0001229042 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,667 Read SEC document |
| January 27, 2017 Filed Feb 15, 2017 22:56 UTC Amendment | UMB FINANCIAL CORP UMBF · Entity 2021 | GrantCommon Stock | 580 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-006389 · form4a.xml · nonDerivative · entry 1 SOSLAND L JOSHUA · CIK 0001229042 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,654 F1 · shares: The number of shares granted was previously overstated. Read SEC document |
| November 17, 2016 Filed Jan 31, 2017 16:47 UTC | UMB FINANCIAL CORP UMBF · Entity 2021 | GiftCommon Stock | 555 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-003021 · form4.xml · nonDerivative · entry 1 SOSLAND L JOSHUA · CIK 0001229042 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,074 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.