UMB Financial (UMBF) CAO sells 145 shares at $147.30 in insider trade
Rhea-AI Filing Summary
UMB Financial Corp Chief Accounting Officer David Carl Odgers sold 145 shares of common stock at $147.30 per share on 2026-08-05 in a reported open-market or private transaction. After this sale, he held 6,538.41 shares directly, plus indirect holdings of 307.686 shares via a 401K and 306.886 shares via an ESOP.
Positive
- None.
Negative
- None.
Insider Trade Summary
Net Seller: 145 shares
Net Sell
3 txns
Insider
Odgers David Carl
Role
Chief Accounting Officer
Sold
145 shs ($21K)
| Type | Security | Shares | Price | Value |
|---|---|---|---|---|
| Sale | Common Stock | 145 | $147.30 | $21K |
| holding | Common Stock | -- | -- | -- |
| holding | Common Stock | -- | -- | -- |
Holdings After Transaction:
Common Stock — 6,538.41 shares (Direct);
Common Stock — 307.686 shares (Indirect, By 401K);
Common Stock — 306.886 shares (Indirect, By ESOP)
Key Figures
Shares Sold: 145.0000 shares
Sale Price: $147.3000 per share
Direct Holdings After Sale: 6538.4100 shares
+2 more
5 metrics
Shares Sold
145.0000 shares
Common Stock sale on 2026-08-05
Sale Price
$147.3000 per share
Price for 145.0000 shares of Common Stock
Direct Holdings After Sale
6538.4100 shares
Direct ownership of Common Stock following the transaction
Indirect 401K Holdings
307.6860 shares
Indirect ownership by 401K after reported transactions
Indirect ESOP Holdings
306.8860 shares
Indirect ownership by ESOP after reported transactions
Key Terms
Form 4, indirect ownership, ESOP, 401K, +1 more
5 terms
Form 4 regulatory
""form_type": "4""
Form 4 is a official document that company insiders, such as executives or major shareholders, file with regulators whenever they buy or sell company shares. It provides transparency about how those with inside knowledge are trading, helping investors see if insiders are confident in the company's prospects or may be selling for personal reasons. This information can influence investor decisions by revealing insiders' perspectives on the company's value.
indirect ownership financial
"ownership_type": "indirect", "ownership_code": "I""
ESOP financial
"nature_of_ownership": "By ESOP""
An Employee Stock Ownership Plan (ESOP) is a program that gives employees ownership shares in their company, often as part of their benefits package. It acts like a company-sponsored savings plan, allowing workers to have a stake in the company's success, which can boost motivation and loyalty. For investors, ESOPs can influence company decisions and stock value, making them an important aspect of corporate ownership and governance.
401K financial
"nature_of_ownership": "By 401K""
An employer-sponsored retirement savings plan in the United States that lets workers set aside part of their paycheck into investments with tax advantages; some plans also include employer matching contributions, which is like free money added to your savings. It matters to investors because 401(k) balances represent a large pool of household retirement assets that influence personal financial security, investor behavior, and long-term demand for stocks and bonds.
Sale in open market or private transaction financial
"transaction_code_description": "Sale in open market or private transaction""
AI-generated analysis. How Rhea-AI works. Not financial advice.
FAQ
What insider transaction did UMBF report for its Chief Accounting Officer?
UMB Financial Corp reported that Chief Accounting Officer David Carl Odgers sold 145 shares of common stock on 2026-08-05 at $147.30 per share. Following the sale, he reported 6,538.41 shares held directly, plus additional indirect holdings via benefit plans.
What types of ownership does the UMBF insider report in this Form 4?
David Carl Odgers reports both direct and indirect ownership of UMBF common stock. He directly owns 6,538.41 shares and indirectly owns 307.686 shares via a 401K and 306.886 shares via an ESOP.
Was the UMBF insider transaction classified as a purchase or sale?
The transaction reported for UMBF’s Chief Accounting Officer is classified as a sale of common stock. Code "S" identifies it as a sale in an open market or private transaction, covering 145 shares at $147.30 per share.