UMB Financial executive sells 800 shares of stock
UMB Financial Corp executive Phillip James Mason, President of Institutional Banking, reported selling 800 shares of Common Stock at $147.0000 per share on August 4, 2026, in a sale described as an open-market or private transaction.
Rhea-AI Filing Summary
UMB Financial Corp executive Phillip James Mason, President of Institutional Banking, reported selling 800 shares of Common Stock at $147.0000 per share on August 4, 2026, in a sale described as an open-market or private transaction. He now holds 8,894.419 shares directly, plus 864.649 shares through a 401(k) and 241.076 shares through an ESO{P account, both reported as indirect ownership.
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Insights
Analyzing...
Insider Trade Summary
Net Seller: 800 shares
Net Sell
3 txns
Insider
Mason Phillip James
Role
President, Inst. Banking
Sold
800 shs ($118K)
| Type | Security | Shares | Price | Value |
|---|---|---|---|---|
| Sale | Common Stock | 800 | $147.00 | $118K |
| holding | Common Stock | -- | -- | -- |
| holding | Common Stock | -- | -- | -- |
Holdings After Transaction:
Common Stock — 8,894.419 shares (Direct);
Common Stock — 864.649 shares (Indirect, 401(k));
Common Stock — 241.076 shares (Indirect, ESO{P)
Key Figures
Shares sold: 800.0000 shares
Sale price: $147.0000 per share
Direct holdings after transaction: 8,894.4190 shares
+3 more
6 metrics
Shares sold
800.0000 shares
Common Stock sale on 2026-08-04
Sale price
$147.0000 per share
Common Stock sale on 2026-08-04
Direct holdings after transaction
8,894.4190 shares
Common Stock directly owned following the sale
401(k) indirect holdings
864.6490 shares
Common Stock held indirectly through a 401(k) plan
ESO{P indirect holdings
241.0760 shares
Common Stock held indirectly through an ESO{P account
Net shares sold
800 shares
Net buy/sell direction reported as net-sell
Key Terms
Common Stock, 401(k), indirect ownership
3 terms
Common Stock financial
"security_title "Common Stock" is reported for the transactions"
Common stock represents ownership shares in a company, giving investors a stake in its success and a say in important decisions through voting rights. It is the most common type of stock traded on markets and can provide income through dividends, as well as potential for value growth. For investors, holding common stock means sharing in the company’s profits and risks.
401(k) financial
"nature_of_ownership is listed as "401(k)" for an indirect holding"
A 401(k) is a type of retirement savings plan offered by employers that allows workers to set aside a portion of their paycheck before taxes are taken out. The money saved in a 401(k) can grow over time through investments, helping individuals build funds for their future retirement. It matters to investors because it provides a tax-advantaged way to save and invest for long-term financial security.
indirect ownership financial
"Indirect ownership is reported for 401(k) and ESO{P holdings"
FAQ
AI-generated questions and answers. How Rhea-AI works. Not financial advice.
What insider transaction did UMBF executive Phillip James Mason report?
Phillip James Mason reported a sale of 800 shares of UMB Financial Corp Common Stock at $147.0000 per share on August 4, 2026, classified as an open-market or private transaction, according to the SEC insider report.
Was the UMBF insider sale by Phillip James Mason under a Rule 10b5-1 plan?
The report’s Rule 10b5-1 checkbox is not marked as affirming a trading plan for this transaction. The sale is reported simply as a sale in an open-market or private transaction, without additional plan-related footnote disclosure.
What types of ownership in UMBF stock does Phillip James Mason report?
Mason reports direct ownership of 8,894.419 UMB Financial Corp shares. He also reports indirect ownership through a 401(k) plan holding 864.649 shares and an ESO{P account holding 241.076 shares, each listed as separate indirect positions.
How large was the UMBF stock sale by Phillip James Mason compared to his holdings?
Mason sold 800 shares of UMB Financial Corp Common Stock. Following the sale, he still directly holds 8,894.419 shares, in addition to his reported indirect holdings in a 401(k) and an ESO{P account, indicating a remaining substantial position.
AI-generated analysis. How Rhea-AI works. Not financial advice.
