UMB Financial CEO's trust trades company stock
A trust for the benefit of UMB Financial Corp Chairman and CEO J Mariner Kemper reported mixed activity in UMBF common stock on 2026-08-03.
Rhea-AI Filing Summary
A trust for the benefit of UMB Financial Corp Chairman and CEO J Mariner Kemper reported mixed activity in UMBF common stock on 2026-08-03. The trust received a bona fide gift of 9,761 shares and sold 4,200 shares at a weighted average price of $147.27 per share, with individual sale prices between $147.23 and $147.31. Kemper continues to report sizeable direct and indirect positions, including 328,710.2177 shares held directly and additional holdings through several trusts and affiliated entities, such as 1,506,200 shares held by the RC Kemper Irrevocable Trust.
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Insights
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Insider Trade Summary
Net Seller: 4,200 shares
Net Sell
13 txns
Insider
KEMPER J MARINER
Role
Chairman and CEO
Sold
4,200 shs ($619K)
| Type | Security | Shares | Price | Value |
|---|---|---|---|---|
| Gift | Common Stock | 9,761 | $0.00 | $0.00 |
| Sale | Common Stock F1 | 4,200 | $147.27 | $619K |
| 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 | -- | -- | -- |
| holding | Common Stock | -- | -- | -- |
Holdings After Transaction:
Common Stock — 5,561 shares (Indirect, By Trust - RC Kemper Irr Dynasty for John Mariner Kemper);
Common Stock — 328,710.2177 shares (Direct);
Common Stock — 1,020.29 shares (Indirect, By Daughter - Custodial Brokerage Account);
Common Stock — 2,352.3 shares (Indirect, By Esop);
Common Stock — 1,024.082 shares (Indirect, By Son - Custodial Brokerage Account);
Common Stock — 1,314.921 shares (Indirect, By Trust - J. Mariner Kemper Trust);
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 — 8,216.735 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 (1)
- F1. The price reported in this column is a weighted average price. These shares were sold in multiple transactions at prices ranging from 147.23 to 147.31, inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, additional information regarding the number of shares sold at each separate price within the ranges set forth in this footnote to this Form 4.
Key Figures
Shares sold: 4,200 shares
Sale weighted average price: $147.27 per share
Shares received as gift: 9,761 shares
+4 more
7 metrics
Shares sold
4,200 shares
Indirect sale of UMB Financial common stock on 2026-08-03
Sale weighted average price
$147.27 per share
Weighted average for 4,200 shares sold; individual prices $147.23 to $147.31
Shares received as gift
9,761 shares
Bona fide gift to RC Kemper Irr Dynasty for John Mariner Kemper trust on 2026-08-03
Direct holdings
328,710.2177 shares
Common stock held directly by J Mariner Kemper after reported transactions
RC Kemper Irrevocable Trust holdings
1,506,200.0000 shares
Indirect common stock holdings reported as "By Trust - RC Kemper Irrevocable Trust"
Pioneer Service Corporation holdings
392,029.0000 shares
Indirect common stock holdings reported as "Held by Pioneer Service Corporation"
Kemper Realty holdings
288,945.0000 shares
Indirect common stock holdings reported as "Held by Kemper Realty"
Key Terms
bona fide gift, weighted average price, indirect ownership, custodial brokerage account
4 terms
bona fide gift regulatory
"Transaction code G is described as a "bona fide gift" of common stock shares."
A bona fide gift is a genuine, voluntary transfer of money, property, or benefits from one party to another made without expectation of repayment, services, or hidden conditions. Investors care because such gifts can affect company disclosures, related‑party transaction rules, tax treatment, and perceived conflicts of interest; think of it like someone giving you a present with no strings attached — but on a corporate scale, auditors and regulators need to verify it really is unconditional.
weighted average price financial
"The price reported in this column is a weighted average price."
Weighted average price is the average price of a security where each trade or component is counted according to its size, so bigger trades pull the average more than smaller ones. Think of it like calculating the average cost of a grocery haul where items you bought more of have greater influence on the final per-item cost. Investors use it to understand the true average price paid or received, judge execution quality, and compare trading performance against market movement.
indirect ownership financial
"Ownership is reported as indirect through various trusts and affiliated entities."
custodial brokerage account financial
"Indirect holdings are listed as "By Daughter - Custodial Brokerage Account" and similar accounts."
FAQ
AI-generated questions and answers. How Rhea-AI works. Not financial advice.
What insider stock transactions did UMBF’s J Mariner Kemper report on August 3, 2026?
J Mariner Kemper reported that a related trust received a 9,761-share gift and sold 4,200 shares of UMB Financial common stock on 2026-08-03. Both transactions involved indirect ownership through the RC Kemper Irr Dynasty for John Mariner Kemper trust.
Was the UMBF stock sale reported by J Mariner Kemper under a Rule 10b5-1 plan?
No. The filing’s Rule 10b5-1 checkbox is marked as false, indicating these reported transactions were not affirmatively designated as being executed under a Rule 10b5-1 trading plan.
AI-generated analysis. How Rhea-AI works. Not financial advice.
