UMB Financial (UMBF) CEO transfers shares to cover equity award taxes
Rhea-AI Filing Summary
UMB Financial Corp Chairman and CEO J. Mariner Kemper reported a tax-withholding disposition of 1,904 shares of common stock on February 9, 2026. The shares were transferred at $134.29 per share to cover tax obligations tied to equity awards.
After this transaction, Kemper directly holds 331,122.2177 shares of UMB Financial common stock. The filing also lists several indirect holdings, including shares held in custodial accounts for family members, an ESOP position, and multiple trusts and entities associated with the Kemper family.
Positive
- None.
Negative
- None.
Insider Trade Summary
Net Seller: 1,904 shares
Net Sell
11 txns
Insider
KEMPER J MARINER
Role
Chairman and CEO
| Type | Security | Shares | Price | Value |
|---|---|---|---|---|
| Exercise Price or Tax Liability | Common Stock | 1,904 | $134.29 | $256K |
| holding | Common Stock | -- | -- | -- |
| holding | Common Stock | -- | -- | -- |
| holding | Common Stock | -- | -- | -- |
| holding | Common Stock | -- | -- | -- |
| holding | Common Stock | -- | -- | -- |
| holding | Common Stock | -- | -- | -- |
| holding | Common Stock | -- | -- | -- |
| holding | Common Stock | -- | -- | -- |
| holding | Common Stock | -- | -- | -- |
| holding | Common Stock | -- | -- | -- |
Holdings After Transaction:
Common Stock — 331,122.2177 shares (Direct);
Common Stock — 1,000 shares (Indirect, By Daughter - Custodial Brokerage Account);
Common Stock — 2,352.3 shares (Indirect, By Esop);
Common Stock — 1,000 shares (Indirect, By Son - Custodial Brokerage Account);
Common Stock — 0 shares (Indirect, By Trust - RC Kemper For John);
Common Stock — 21,460 shares (Indirect, By Trust - TUW RC Kemper For John Mariner);
Common Stock — 12,558 shares (Indirect, By Trust: Mary S Hunt Trust);
Common Stock — 8,000 shares (Indirect, By Trust: Megan Kemper Trust);
Common Stock — 288,945 shares (Indirect, Held by Kemper Realty);
Common Stock — 392,029 shares (Indirect, Held by Pioneer Service Corporation);
Common Stock — 1,506,200 shares (Indirect, By Trust - RC Kemper Irrevocable Trust)
Footnotes (2)
- F1. Reflects dividends earned upon vesting of the underlying restricted stock unit.
- F2. Reflects ESOP allocations and dispositions that have occurred since the date of the reporting person's last ownership report.
FAQ
What insider transaction did UMBF Chairman and CEO report on February 9, 2026?
The Chairman and CEO reported a tax-withholding disposition of 1,904 UMB Financial common shares on February 9, 2026. The shares were transferred at $134.29 each to satisfy tax obligations related to equity compensation, rather than being sold in an open-market trade.
Was the UMBF CEO’s February 2026 Form 4 transaction an open-market sale?
The transaction was not an open-market sale; it was coded “F” for tax-withholding. That code indicates shares were delivered to cover tax liabilities or exercise costs tied to equity awards, rather than being sold voluntarily on the market for portfolio or liquidity reasons.
AI-generated analysis. How Rhea-AI works. Not financial advice.
