Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| UMB FINANCIAL CORPUMBF · Entity 2021 | EVP & General Counsel | December 11, 2024 | December 11, 2024 |
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 December 11, 2024 · Filed December 11, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 6,182.8621 |
Reported balance
After 2024-12-11 transaction · row 1
1 source rowRow 1 · 2024-12-11 · Gift · Disposed 300 · Balance 6,182.8621 |
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 10, 2017 Filed Feb 14, 2017 16:15 UTC | UMB FINANCIAL CORP UMBF · Entity 2021 | Tax withholdingCommon Stock | 78 | $76.87 | $5,995.86 |
DisclosureSEC source: 0001127602-17-005749 · form4.xml · nonDerivative · entry 2 Pauls John · CIK 0001676685 · EVP & General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,081.1548 Read SEC document |
| February 10, 2017 Filed Feb 14, 2017 16:15 UTC | UMB FINANCIAL CORP UMBF · Entity 2021 | Tax withholdingCommon Stock | 27 | $76.87 | $2,075.49 |
DisclosureSEC source: 0001127602-17-005749 · form4.xml · nonDerivative · entry 1 Pauls John · CIK 0001676685 · EVP & General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,159.1548 Read SEC document |
| February 02, 2017 Filed Feb 6, 2017 20:08 UTC | UMB FINANCIAL CORP UMBF · Entity 2021 | GrantStock Option (Right to Buy) · Derivative | 1,747 | $0.00 Strike: $75.25 | $0.00 |
DisclosureSEC source: 0001127602-17-004046 · form4.xml · derivative · entry 4 Pauls John · CIK 0001676685 · EVP & General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,747 Underlying: Common Stock · 1,747 shares Expires 2027-02-02 F3 · derivative.exercise_date: Options vest 50% on 2/2/2019, 75% on 2/2/20, and 100% on 2/2/21. Read SEC document |
| February 02, 2017 Filed Feb 6, 2017 20:08 UTC | UMB FINANCIAL CORP UMBF · Entity 2021 | GrantCommon Stock | 1,245 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-004046 · form4.xml · nonDerivative · entry 2 Pauls John · CIK 0001676685 · EVP & General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,186.1548 F1 · balance_after: Reflects shares acquired through the reinvestment of dividends on restricted stock Read SEC document |
| August 16, 2016 Filed Feb 6, 2017 20:08 UTC | UMB FINANCIAL CORP UMBF · Entity 2021 | GiftCommon Stock | 100 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-004046 · form4.xml · nonDerivative · entry 1 Pauls John · CIK 0001676685 · EVP & General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,932.8198 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.