UMB Financial (UMBF) CFO sells 2,000 shares at $151.61
Rhea-AI Filing Summary
UMB FINANCIAL CORP (UMBF) reported that its Chief Financial Officer, Ram Shankar, sold 2,000 shares of common stock on 2026-08-17 at $151.61 per share in an open-market or private transaction. After this sale, he directly holds 30,389.1405 shares, plus indirect holdings of 1,605.25 shares through a 401K and 97.06 shares through an ESOP.
Positive
- None.
Negative
- None.
Insights
Analyzing...
Insider Trade Summary
Net Seller: 2,000 shares
Net Sell
3 txns
Insider
Shankar Ram
Role
Chief Financial Officer
Sold
2,000 shs ($303K)
| Type | Security | Shares | Price | Value |
|---|---|---|---|---|
| Sale | Common Stock | 2,000 | $151.61 | $303K |
| holding | Common Stock | -- | -- | -- |
| holding | Common Stock | -- | -- | -- |
Holdings After Transaction:
Common Stock — 30,389.1405 shares (Direct);
Common Stock — 1,605.25 shares (Indirect, By 401K);
Common Stock — 97.06 shares (Indirect, By ESOP)
Key Figures
Shares sold: 2,000 shares
Sale price: $151.61 per share
Direct holdings after transaction: 30,389.1405 shares
+3 more
6 metrics
Shares sold
2,000 shares
Common stock sale on 2026-08-17 by CFO Ram Shankar
Sale price
$151.61 per share
Price for 2,000 UMBF common shares sold on 2026-08-17
Direct holdings after transaction
30,389.1405 shares
Direct UMBF common stock held by CFO after sale
Indirect 401K holdings
1,605.25 shares
Indirect UMBF common stock held by CFO through 401K
Indirect ESOP holdings
97.06 shares
Indirect UMBF common stock held by CFO through ESOP
Net shares sold
2,000 shares
Net buy/sell direction for reported period (net-sell)
Key Terms
ESOP, 401K, indirect
3 terms
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.
indirect financial
""ownership_type": "indirect""
FAQ
What insider transaction did UMBF CFO Ram Shankar report on this Form 4?
Ram Shankar reported a sale of 2,000 UMBF common shares on 2026-08-17 at $151.61 per share. The transaction is classified as a sale in an open-market or private transaction, reducing his directly held stake but leaving a substantial remaining position.
Does the UMBF Form 4 show any derivative security exercises by the CFO?
No, the Form 4 shows no derivative security transactions for the period. The filing lists only a sale of 2,000 common shares and updated common stock holdings, with derivative transaction counts reported as zero in the summary data.
AI-generated analysis. How Rhea-AI works. Not financial advice.
