Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| UMB FINANCIAL CORPUMBF · Entity 2021 | President of Subsidiary | October 03, 2018 | October 04, 2018 |
| VALLEY NATIONAL BANCORPVLY · Entity 3674 | SEVP, Chief Financial Officer | February 20, 2024 | February 22, 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 October 03, 2018 · Filed October 04, 2018
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 50,250.9536 |
Ending reported balance
After 2018-10-03 transaction · row 15
15 source rows · reconciled sequenceRow 1 · 2018-10-03 · Sale · Disposed 100 · Balance 57,627.9536 Row 2 · 2018-10-03 · Sale · Disposed 600 · Balance 57,027.9536 Row 3 · 2018-10-03 · Sale · Disposed 1,330 · Balance 55,697.9536 Row 4 · 2018-10-03 · Sale · Disposed 804 · Balance 54,893.9536 Row 5 · 2018-10-03 · Sale · Disposed 199 · Balance 54,694.9536 Row 6 · 2018-10-03 · Sale · Disposed 320 · Balance 54,374.9536 Row 7 · 2018-10-03 · Sale · Disposed 100 · Balance 54,274.9536 Row 8 · 2018-10-03 · Sale · Disposed 1,256 · Balance 53,018.9536 Row 9 · 2018-10-03 · Sale · Disposed 300 · Balance 52,718.9536 Row 10 · 2018-10-03 · Sale · Disposed 69 · Balance 52,649.9536 Row 11 · 2018-10-03 · Sale · Disposed 800 · Balance 51,849.9536 Row 12 · 2018-10-03 · Sale · Disposed 899 · Balance 50,950.9536 Row 13 · 2018-10-03 · Sale · Disposed 400 · Balance 50,550.9536 Row 14 · 2018-10-03 · Sale · Disposed 200 · Balance 50,350.9536 Row 15 · 2018-10-03 · Sale · Disposed 100 · Balance 50,250.9536 |
| Common StockSEC Table I · non-derivative | IndirectBy ESOP | 290.2006 |
Reported balance
Holding disclosure · report date 2018-10-03 · row 16
Holding and transaction disclosures are not merged.
1 source rowRow 16 · Balance 290.2006 |
VALLEY NATIONAL BANCORP
Report date February 20, 2024 · Filed February 22, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 149,114 |
Ending reported balance
After 2024-02-20 transaction · row 3
3 source rows · reconciled sequenceRow 1 · 2024-02-20 · Grant · Acquired 21,299 · Balance 108,781 F1: Restricted stock units (RSUs) granted under the Valley National Bancorp 2023 Long Term Incentive Stock Plan. The RSUs are time-based with three-year equal vesting, with vesting on each February 1 for the next three years. Row 2 · 2024-02-20 · Grant · Acquired 80,831 · Balance 189,612 F2: Payout of performance stock units granted in early 2021. Row 3 · 2024-02-20 · Tax withholding · Disposed 40,498 · Balance 149,114 F3: Shares withheld to satisfy tax withholding obligations arising upon the payout of performance stock units in a transaction exempt under Rule 16b-3. |
Filing footnotes · ownership attribution and instrument terms
F1: Restricted stock units (RSUs) granted under the Valley National Bancorp 2023 Long Term Incentive Stock Plan. The RSUs are time-based with three-year equal vesting, with vesting on each February 1 for the next three years.
F2: Payout of performance stock units granted in early 2021.
F3: Shares withheld to satisfy tax withholding obligations arising upon the payout of performance stock units in a transaction exempt under Rule 16b-3.
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 20, 2024 Filed Feb 22, 2024 20:09 UTC | VALLEY NATIONAL BANCORP VLY · Entity 3674 | Tax withholdingCommon Stock | 40,498 | $8.51 | $344,637.98 |
DisclosureSEC source: 0000714310-24-000050 · wk-form4_1708632561.xml · nonDerivative · entry 3 Hagedorn Michael D · CIK 0001321912 · SEVP, Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 149,114 F3 · shares: Shares withheld to satisfy tax withholding obligations arising upon the payout of performance stock units in a transaction exempt under Rule 16b-3. Read SEC document |
| February 20, 2024 Filed Feb 22, 2024 20:09 UTC | VALLEY NATIONAL BANCORP VLY · Entity 3674 | GrantCommon Stock | 80,831 | $8.51 | $687,871.81 |
DisclosureSEC source: 0000714310-24-000050 · wk-form4_1708632561.xml · nonDerivative · entry 2 Hagedorn Michael D · CIK 0001321912 · SEVP, Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 189,612 F2 · shares: Payout of performance stock units granted in early 2021. Read SEC document |
| February 20, 2024 Filed Feb 22, 2024 20:09 UTC | VALLEY NATIONAL BANCORP VLY · Entity 3674 | GrantCommon Stock | 21,299 | $0.00 | $0.00 |
DisclosureSEC source: 0000714310-24-000050 · wk-form4_1708632561.xml · nonDerivative · entry 1 Hagedorn Michael D · CIK 0001321912 · SEVP, Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 108,781 F1 · shares: Restricted stock units (RSUs) granted under the Valley National Bancorp 2023 Long Term Incentive Stock Plan. The RSUs are time-based with three-year equal vesting, with vesting on each February 1 for the next three years. Read SEC document |
| February 01, 2024 Filed Feb 5, 2024 14:05 UTC | VALLEY NATIONAL BANCORP VLY · Entity 3674 | Tax withholdingCommon Stock | 2,572 | $9.62 | $24,742.64 |
DisclosureSEC source: 0000714310-24-000027 · wk-form4_1707141906.xml · nonDerivative · entry 3 Hagedorn Michael D · CIK 0001321912 · SEVP, Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 87,482 F1 · shares: Shares withheld to satisfy tax withholding obligations arising upon the vesting of restricted stock units in a transaction exempt under Rule 16b-3. Read SEC document |
| February 01, 2024 Filed Feb 5, 2024 14:05 UTC | VALLEY NATIONAL BANCORP VLY · Entity 3674 | Tax withholdingCommon Stock | 2,621 | $9.62 | $25,214.02 |
DisclosureSEC source: 0000714310-24-000027 · wk-form4_1707141906.xml · nonDerivative · entry 2 Hagedorn Michael D · CIK 0001321912 · SEVP, Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 90,054 F1 · shares: Shares withheld to satisfy tax withholding obligations arising upon the vesting of restricted stock units in a transaction exempt under Rule 16b-3. Read SEC document |
| February 01, 2024 Filed Feb 5, 2024 14:05 UTC | VALLEY NATIONAL BANCORP VLY · Entity 3674 | Tax withholdingCommon Stock | 3,143 | $9.62 | $30,235.66 |
DisclosureSEC source: 0000714310-24-000027 · wk-form4_1707141906.xml · nonDerivative · entry 1 Hagedorn Michael D · CIK 0001321912 · SEVP, Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 92,675 F1 · shares: Shares withheld to satisfy tax withholding obligations arising upon the vesting of restricted stock units in a transaction exempt under Rule 16b-3. Read SEC document |
| February 22, 2023 Filed Feb 24, 2023 17:24 UTC | VALLEY NATIONAL BANCORP VLY · Entity 3674 | Tax withholdingCommon Stock | 37,287 | $11.92 | $444,461.04 |
DisclosureSEC source: 0000714310-23-000025 · wf-form4_167725947005362.xml · nonDerivative · entry 3 Hagedorn Michael D · CIK 0001321912 · SEVP, Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 95,818 Read SEC document |
| February 22, 2023 Filed Feb 24, 2023 17:24 UTC | VALLEY NATIONAL BANCORP VLY · Entity 3674 | GrantCommon Stock | 74,098 | $11.92 | $883,248.16 |
DisclosureSEC source: 0000714310-23-000025 · wf-form4_167725947005362.xml · nonDerivative · entry 2 Hagedorn Michael D · CIK 0001321912 · SEVP, Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 133,105 F2 · shares: Payout of performance stock unit granted in early 2020. Read SEC document |
| February 22, 2023 Filed Feb 24, 2023 17:24 UTC | VALLEY NATIONAL BANCORP VLY · Entity 3674 | GrantCommon Stock | 15,206 | $0.00 | $0.00 |
DisclosureSEC source: 0000714310-23-000025 · wf-form4_167725947005362.xml · nonDerivative · entry 1 Hagedorn Michael D · CIK 0001321912 · SEVP, Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 59,007 F1 · shares: Restricted stock units (RSUs) granted under the Valley National Bancorp 2021 Long Term Incentive Stock Plan. The RSUs are time-based with three-year equal vesting, with vesting on each February 1 for the next three years. Read SEC document |
| February 01, 2023 Filed Feb 2, 2023 20:55 UTC | VALLEY NATIONAL BANCORP VLY · Entity 3674 | Tax withholdingCommon Stock | 2,364 | $11.88 | $28,084.32 |
DisclosureSEC source: 0000714310-23-000007 · wf-form4_167537132012473.xml · nonDerivative · entry 3 Hagedorn Michael D · CIK 0001321912 · SEVP, Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 43,801 Read SEC document |
| February 01, 2023 Filed Feb 2, 2023 20:55 UTC | VALLEY NATIONAL BANCORP VLY · Entity 3674 | Tax withholdingCommon Stock | 2,995 | $11.88 | $35,580.60 |
DisclosureSEC source: 0000714310-23-000007 · wf-form4_167537132012473.xml · nonDerivative · entry 2 Hagedorn Michael D · CIK 0001321912 · SEVP, Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 46,165 Read SEC document |
| February 01, 2023 Filed Feb 2, 2023 20:55 UTC | VALLEY NATIONAL BANCORP VLY · Entity 3674 | Tax withholdingCommon Stock | 3,098 | $11.88 | $36,804.24 |
DisclosureSEC source: 0000714310-23-000007 · wf-form4_167537132012473.xml · nonDerivative · entry 1 Hagedorn Michael D · CIK 0001321912 · SEVP, Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 49,160 Read SEC document |
| August 01, 2022 Filed Aug 2, 2022 13:58 UTC | VALLEY NATIONAL BANCORP VLY · Entity 3674 | Tax withholdingCommon Stock | 4,490 | $11.69 | $52,488.10 |
DisclosureSEC source: 0000714310-22-000118 · wf-form4_165944871603803.xml · nonDerivative · entry 1 Hagedorn Michael D · CIK 0001321912 · SEVP, Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 52,258 Read SEC document |
| February 15, 2022 Filed Feb 16, 2022 22:41 UTC | VALLEY NATIONAL BANCORP VLY · Entity 3674 | GrantCommon Stock | 14,191 | $0.00 | $0.00 |
DisclosureSEC source: 0000714310-22-000049 · wf-form4_164505127740090.xml · nonDerivative · entry 1 Hagedorn Michael D · CIK 0001321912 · SEVP, Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 56,748 F1 · shares: Restricted stock units (RSUs) granted under the Valley National Bancorp 2021 Long Term Incentive Stock Plan. The RSUs are time-based with three-year equal vesting, with vesting on each February 1 for the next three years. Read SEC document |
| February 01, 2022 Filed Feb 2, 2022 22:16 UTC | VALLEY NATIONAL BANCORP VLY · Entity 3674 | Tax withholdingCommon Stock | 2,871 | $13.92 | $39,964.32 |
DisclosureSEC source: 0000714310-22-000031 · wf-form4_164384014357671.xml · nonDerivative · entry 2 Hagedorn Michael D · CIK 0001321912 · SEVP, Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 42,557 Read SEC document |
| February 01, 2022 Filed Feb 2, 2022 22:16 UTC | VALLEY NATIONAL BANCORP VLY · Entity 3674 | Tax withholdingCommon Stock | 3,114 | $13.92 | $43,346.88 |
DisclosureSEC source: 0000714310-22-000031 · wf-form4_164384014357671.xml · nonDerivative · entry 1 Hagedorn Michael D · CIK 0001321912 · SEVP, Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 45,428 Read SEC document |
| August 02, 2021 Filed Aug 4, 2021 13:51 UTC | VALLEY NATIONAL BANCORP VLY · Entity 3674 | Tax withholdingCommon Stock | 4,490 | $12.89 | $57,876.10 |
DisclosureSEC source: 0000714310-21-000096 · wf-form4_162808506676655.xml · nonDerivative · entry 1 Hagedorn Michael D · CIK 0001321912 · SEVP, Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 48,542 Read SEC document |
| February 16, 2021 Filed Feb 18, 2021 14:42 UTC | VALLEY NATIONAL BANCORP VLY · Entity 3674 | GrantCommon Stock | 16,968 | $0.00 | $0.00 |
DisclosureSEC source: 0000714310-21-000037 · wf-form4_161365932947426.xml · nonDerivative · entry 1 Hagedorn Michael D · CIK 0001321912 · SEVP, Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 53,032 F1 · shares: Restricted stock units (RSUs) granted under the Valley National Bancorp 2016 Long Term Incentive Stock Plan. The RSUs are time-based with three-year equal vesting, with vesting on each February 1 for the next three years. Read SEC document |
| February 01, 2021 Filed Feb 3, 2021 16:36 UTC | VALLEY NATIONAL BANCORP VLY · Entity 3674 | Tax withholdingCommon Stock | 3,158 | $10.21 | $32,243.18 |
DisclosureSEC source: 0000714310-21-000015 · wf-form4_161237017795248.xml · nonDerivative · entry 1 Hagedorn Michael D · CIK 0001321912 · SEVP, Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 36,064 Read SEC document |
| August 03, 2020 Filed Aug 4, 2020 21:47 UTC | VALLEY NATIONAL BANCORP VLY · Entity 3674 | Tax withholdingCommon Stock | 4,411 | $7.47 | $32,950.17 |
DisclosureSEC source: 0000714310-20-000127 · wf-form4_159657755508267.xml · nonDerivative · entry 1 Hagedorn Michael D · CIK 0001321912 · SEVP, Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 39,222 Read SEC document |
| February 11, 2020 Filed Feb 13, 2020 21:16 UTC | VALLEY NATIONAL BANCORP VLY · Entity 3674 | GrantCommon Stock | 16,751 | $0.00 | $0.00 |
DisclosureSEC source: 0000714310-20-000053 · wf-form4_158162858480520.xml · nonDerivative · entry 1 Hagedorn Michael D · CIK 0001321912 · SEVP, Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 43,633 F1 · shares: Restricted stock units (RSUs) granted under the Valley National Bancorp 2016 Long Term Incentive Stock Plan. The RSUs are time-based with three-year equal vesting, with vesting on each February 1 for the next three years. Read SEC document |
| August 01, 2019 Filed Aug 2, 2019 14:39 UTC | VALLEY NATIONAL BANCORP VLY · Entity 3674 | GrantCommon Stock | 26,882 | $0.00 | $0.00 |
DisclosureSEC source: 0000714310-19-000161 · wf-form4_156475672548635.xml · nonDerivative · entry 1 Hagedorn Michael D · CIK 0001321912 · SEVP, Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,882 F1 · shares: Restricted stock units granted under the Valley National Bancorp 2016 Long Term Stock Incentive Plan, with three-year equal vesting beginning at grant date. Read SEC document |
| October 03, 2018 Filed Oct 4, 2018 21:50 UTC | UMB FINANCIAL CORP UMBF · Entity 2021 | SaleCommon Stock | 100 | $72.80 | $7,280.00 |
DisclosureSEC source: 0001127602-18-029595 · form4.xml · nonDerivative · entry 15 Hagedorn Michael D · CIK 0001321912 · President of Subsidiary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 50,250.9536 Read SEC document |
| October 03, 2018 Filed Oct 4, 2018 21:50 UTC | UMB FINANCIAL CORP UMBF · Entity 2021 | SaleCommon Stock | 200 | $72.78 | $14,556.00 |
DisclosureSEC source: 0001127602-18-029595 · form4.xml · nonDerivative · entry 14 Hagedorn Michael D · CIK 0001321912 · President of Subsidiary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 50,350.9536 Read SEC document |
| October 03, 2018 Filed Oct 4, 2018 21:50 UTC | UMB FINANCIAL CORP UMBF · Entity 2021 | SaleCommon Stock | 400 | $72.75 | $29,100.00 |
DisclosureSEC source: 0001127602-18-029595 · form4.xml · nonDerivative · entry 13 Hagedorn Michael D · CIK 0001321912 · President of Subsidiary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 50,550.9536 Read SEC document |
| October 03, 2018 Filed Oct 4, 2018 21:50 UTC | UMB FINANCIAL CORP UMBF · Entity 2021 | SaleCommon Stock | 899 | $72.73 | $65,384.27 |
DisclosureSEC source: 0001127602-18-029595 · form4.xml · nonDerivative · entry 12 Hagedorn Michael D · CIK 0001321912 · President of Subsidiary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 50,950.9536 Read SEC document |
| October 03, 2018 Filed Oct 4, 2018 21:50 UTC | UMB FINANCIAL CORP UMBF · Entity 2021 | SaleCommon Stock | 800 | $72.71 | $58,168.00 |
DisclosureSEC source: 0001127602-18-029595 · form4.xml · nonDerivative · entry 11 Hagedorn Michael D · CIK 0001321912 · President of Subsidiary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 51,849.9536 Read SEC document |
| October 03, 2018 Filed Oct 4, 2018 21:50 UTC | UMB FINANCIAL CORP UMBF · Entity 2021 | SaleCommon Stock | 69 | $72.70 | $5,016.30 |
DisclosureSEC source: 0001127602-18-029595 · form4.xml · nonDerivative · entry 10 Hagedorn Michael D · CIK 0001321912 · President of Subsidiary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 52,649.9536 Read SEC document |
| October 03, 2018 Filed Oct 4, 2018 21:50 UTC | UMB FINANCIAL CORP UMBF · Entity 2021 | SaleCommon Stock | 300 | $72.69 | $21,807.00 |
DisclosureSEC source: 0001127602-18-029595 · form4.xml · nonDerivative · entry 9 Hagedorn Michael D · CIK 0001321912 · President of Subsidiary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 52,718.9536 Read SEC document |
| October 03, 2018 Filed Oct 4, 2018 21:50 UTC | UMB FINANCIAL CORP UMBF · Entity 2021 | SaleCommon Stock | 1,256 | $72.68 | $91,286.08 |
DisclosureSEC source: 0001127602-18-029595 · form4.xml · nonDerivative · entry 8 Hagedorn Michael D · CIK 0001321912 · President of Subsidiary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 53,018.9536 Read SEC document |
| October 03, 2018 Filed Oct 4, 2018 21:50 UTC | UMB FINANCIAL CORP UMBF · Entity 2021 | SaleCommon Stock | 100 | $72.68 | $7,267.50 |
DisclosureSEC source: 0001127602-18-029595 · form4.xml · nonDerivative · entry 7 Hagedorn Michael D · CIK 0001321912 · President of Subsidiary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 54,274.9536 Read SEC document |
| October 03, 2018 Filed Oct 4, 2018 21:50 UTC | UMB FINANCIAL CORP UMBF · Entity 2021 | SaleCommon Stock | 320 | $72.67 | $23,254.40 |
DisclosureSEC source: 0001127602-18-029595 · form4.xml · nonDerivative · entry 6 Hagedorn Michael D · CIK 0001321912 · President of Subsidiary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 54,374.9536 Read SEC document |
| October 03, 2018 Filed Oct 4, 2018 21:50 UTC | UMB FINANCIAL CORP UMBF · Entity 2021 | SaleCommon Stock | 199 | $72.66 | $14,459.34 |
DisclosureSEC source: 0001127602-18-029595 · form4.xml · nonDerivative · entry 5 Hagedorn Michael D · CIK 0001321912 · President of Subsidiary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 54,694.9536 Read SEC document |
| October 03, 2018 Filed Oct 4, 2018 21:50 UTC | UMB FINANCIAL CORP UMBF · Entity 2021 | SaleCommon Stock | 804 | $72.65 | $58,410.60 |
DisclosureSEC source: 0001127602-18-029595 · form4.xml · nonDerivative · entry 4 Hagedorn Michael D · CIK 0001321912 · President of Subsidiary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 54,893.9536 Read SEC document |
| October 03, 2018 Filed Oct 4, 2018 21:50 UTC | UMB FINANCIAL CORP UMBF · Entity 2021 | SaleCommon Stock | 1,330 | $72.64 | $96,611.20 |
DisclosureSEC source: 0001127602-18-029595 · form4.xml · nonDerivative · entry 3 Hagedorn Michael D · CIK 0001321912 · President of Subsidiary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 55,697.9536 Read SEC document |
| October 03, 2018 Filed Oct 4, 2018 21:50 UTC | UMB FINANCIAL CORP UMBF · Entity 2021 | SaleCommon Stock | 600 | $72.63 | $43,578.00 |
DisclosureSEC source: 0001127602-18-029595 · form4.xml · nonDerivative · entry 2 Hagedorn Michael D · CIK 0001321912 · President of Subsidiary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 57,027.9536 Read SEC document |
| October 03, 2018 Filed Oct 4, 2018 21:50 UTC | UMB FINANCIAL CORP UMBF · Entity 2021 | SaleCommon Stock | 100 | $72.62 | $7,262.00 |
DisclosureSEC source: 0001127602-18-029595 · form4.xml · nonDerivative · entry 1 Hagedorn Michael D · CIK 0001321912 · President of Subsidiary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 57,627.9536 Read SEC document |
| October 03, 2018 Filed Oct 4, 2018 21:42 UTC | UMB FINANCIAL CORP UMBF · Entity 2021 | Exercise / conversionStock Option (Right to Buy) · Derivative | 7,260 | $0.00 Strike: $47.68 | $0.00 |
DisclosureSEC source: 0001127602-18-029593 · form4.xml · derivative · entry 34 Hagedorn Michael D · CIK 0001321912 · President of Subsidiary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,260 Underlying: Common Stock · 7,260 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. F4 · 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 |
| October 03, 2018 Filed Oct 4, 2018 21:42 UTC | UMB FINANCIAL CORP UMBF · Entity 2021 | Exercise / conversionStock Option (Right to Buy) · Derivative | 8,054 | $0.00 Strike: $51.42 | $0.00 |
DisclosureSEC source: 0001127602-18-029593 · form4.xml · derivative · entry 33 Hagedorn Michael D · CIK 0001321912 · President of Subsidiary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,054 Underlying: Common Stock · 8,054 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. F3 · 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 |
| October 03, 2018 Filed Oct 4, 2018 21:42 UTC | UMB FINANCIAL CORP UMBF · Entity 2021 | Exercise / conversionStock Option (Right to Buy) · Derivative | 3,022 | $0.00 Strike: $57.40 | $0.00 |
DisclosureSEC source: 0001127602-18-029593 · form4.xml · derivative · entry 32 Hagedorn Michael D · CIK 0001321912 · President of Subsidiary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,022 Underlying: Common Stock · 3,022 shares Expires 2024-01-01 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. F2 · derivative.exercise_date: Options vest 50% on 1/1/2017, 75% on 1/1/2018, and 100% on 1/1/2019 Read SEC document |
| October 03, 2018 Filed Oct 4, 2018 21:42 UTC | UMB FINANCIAL CORP UMBF · Entity 2021 | Exercise / conversionStock Option (Right to Buy) · Derivative | 2,648 | $0.00 Strike: $45.58 | $0.00 |
DisclosureSEC source: 0001127602-18-029593 · form4.xml · derivative · entry 31 Hagedorn Michael D · CIK 0001321912 · President of Subsidiary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 2,648 shares Expires 2023-01-01 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 |
| October 03, 2018 Filed Oct 4, 2018 21:42 UTC | UMB FINANCIAL CORP UMBF · Entity 2021 | SaleCommon Stock | 1,095 | $72.61 | $79,507.95 |
DisclosureSEC source: 0001127602-18-029593 · form4.xml · nonDerivative · entry 29 Hagedorn Michael D · CIK 0001321912 · President of Subsidiary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 57,727.9536 Read SEC document |
| October 03, 2018 Filed Oct 4, 2018 21:42 UTC | UMB FINANCIAL CORP UMBF · Entity 2021 | SaleCommon Stock | 100 | $72.61 | $7,260.50 |
DisclosureSEC source: 0001127602-18-029593 · form4.xml · nonDerivative · entry 28 Hagedorn Michael D · CIK 0001321912 · President of Subsidiary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 58,822.9536 Read SEC document |
| October 03, 2018 Filed Oct 4, 2018 21:42 UTC | UMB FINANCIAL CORP UMBF · Entity 2021 | SaleCommon Stock | 200 | $72.60 | $14,520.00 |
DisclosureSEC source: 0001127602-18-029593 · form4.xml · nonDerivative · entry 27 Hagedorn Michael D · CIK 0001321912 · President of Subsidiary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 58,922.9536 Read SEC document |
| October 03, 2018 Filed Oct 4, 2018 21:42 UTC | UMB FINANCIAL CORP UMBF · Entity 2021 | SaleCommon Stock | 300 | $72.59 | $21,777.00 |
DisclosureSEC source: 0001127602-18-029593 · form4.xml · nonDerivative · entry 26 Hagedorn Michael D · CIK 0001321912 · President of Subsidiary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 59,122.9536 Read SEC document |
| October 03, 2018 Filed Oct 4, 2018 21:42 UTC | UMB FINANCIAL CORP UMBF · Entity 2021 | SaleCommon Stock | 100 | $72.59 | $7,258.50 |
DisclosureSEC source: 0001127602-18-029593 · form4.xml · nonDerivative · entry 25 Hagedorn Michael D · CIK 0001321912 · President of Subsidiary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 59,422.9536 Read SEC document |
| October 03, 2018 Filed Oct 4, 2018 21:42 UTC | UMB FINANCIAL CORP UMBF · Entity 2021 | SaleCommon Stock | 1,000 | $72.58 | $72,580.00 |
DisclosureSEC source: 0001127602-18-029593 · form4.xml · nonDerivative · entry 24 Hagedorn Michael D · CIK 0001321912 · President of Subsidiary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 59,522.9536 Read SEC document |
| October 03, 2018 Filed Oct 4, 2018 21:42 UTC | UMB FINANCIAL CORP UMBF · Entity 2021 | SaleCommon Stock | 1,072 | $72.57 | $77,795.04 |
DisclosureSEC source: 0001127602-18-029593 · form4.xml · nonDerivative · entry 23 Hagedorn Michael D · CIK 0001321912 · President of Subsidiary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 60,522.9536 Read SEC document |
| October 03, 2018 Filed Oct 4, 2018 21:42 UTC | UMB FINANCIAL CORP UMBF · Entity 2021 | SaleCommon Stock | 692 | $72.56 | $50,211.52 |
DisclosureSEC source: 0001127602-18-029593 · form4.xml · nonDerivative · entry 22 Hagedorn Michael D · CIK 0001321912 · President of Subsidiary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 61,594.9536 Read SEC document |
| October 03, 2018 Filed Oct 4, 2018 21:42 UTC | UMB FINANCIAL CORP UMBF · Entity 2021 | SaleCommon Stock | 200 | $72.55 | $14,510.00 |
DisclosureSEC source: 0001127602-18-029593 · form4.xml · nonDerivative · entry 21 Hagedorn Michael D · CIK 0001321912 · President of Subsidiary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 62,286.9536 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.