Every Form 4 that UMB Financial Corp (UMBF) has filed with the SEC in the last 12 months is listed below, newest first, and each one links through to the document itself with the summary and the scores our analysis gives it.
A Form 4 covers the transactions officers, directors and large holders report, so if you follow UMBF and want that one kind of document rather than the whole filing history, this is the page to keep. The company's other filings, of every form, are on the full UMBF filings page.
UMB FINANCIAL CORP (UMBF) director Tamara Peterman purchased common stock on September 1, 2026. She bought 394.0553 shares in an open-market or private transaction at $139.60 per share, bringing her direct holdings to 10,680.1247 shares, including shares acquired through the company’s dividend reinvestment plan.
UMB FINANCIAL CORP (UMBF) director Greg M. Graves reported a purchase of 573.145 shares of common stock on September 1, 2026 at $139.60 per share in an open-market or private transaction. Following this transaction, he holds 40,463.0277 shares directly, including shares acquired through the company’s dividend reinvestment plan.
UMB FINANCIAL CORP (UMBF) reported that officer Terry Thomas S, Chief Credit Officer, sold 5,713 shares of common stock on 2026-08-17 in an open-market or private transaction at a weighted average price of $151.77 per share, with individual trade prices ranging from $151.53 to $152.09. After this sale, Thomas directly holds 30,689.3105 shares and indirectly holds 5,087.897 shares through an ESOP. The transaction was not affirmatively reported as being under a Rule 10b5-1 trading plan.
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.
UMB Financial Corp director Susan G. Murphy reported selling a total of 1,377 shares of common stock on August 6, 2026 in two open-market transactions. The sales covered 475 shares at $145.655 per share and 902 shares at $145.5001 per share, all held directly.
UMB Financial Corp director and Chairman and CEO J. Mariner Kemper reported the sale of 15,062 shares of Common Stock on August 4, 2026 at a weighted average price of $148.55 per share, executed in multiple trades between $148.16 and $149.11. The shares were sold indirectly by the RC Kemper Irrevocable Trust, which now holds 1,491,138 shares, while Kemper also reports 328,710.2177 shares held directly and additional indirect holdings through family trusts, custodial accounts, an ESOP, and affiliated entities.
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.
UMB Financial Corp Executive Vice President Uma Wilson reported selling 4,145 shares of Common Stock on August 4, 2026 at $148 per share in a sale described as an open market or private transaction. After this sale, Wilson directly holds 20,269.9167 shares and indirectly holds 294.876 shares through an ESOP. The transaction is not reported as being made under a Rule 10b5-1 trading plan.
UMB Financial Corp officer Newton Nikki Farentino, President, Private Wealth Mgmt, reported selling a total of 2,000 shares of Common Stock on 2026-08-04 in open market or private transactions at $148.60 and $148.72 per share. An indirect ESOP account is shown holding 75.575 shares afterward.
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.
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.
UMB Financial Corp executive Robert Brian Beaird, Chief Human Resource Officer, reported selling 1,600 shares of common stock on 2026-07-31 at a weighted average price of $144.40 per share, with trades between $144.15 and $144.71. After this sale, he holds 8,943.3509 shares directly and 227.936 shares indirectly through an ESOP.
UMB Financial Corp director Kevin Charles Gallagher reported selling 360 shares of common stock on July 31, 2026 at $145.13 per share in an open market or private transaction. After this sale, he directly held 11,862.668 shares and indirectly held 8,130.113 shares through an IRA and 449.139 shares through a Roth IRA.
UMB Financial Corp President James D. Rine reported open-market sales of company common stock. He sold 7,172 shares at a weighted average price of $132.49 and 1,074 shares at a weighted average price of $133.22, totaling 8,246 shares.
After these transactions, he holds 61,446.1751 shares directly and 1,487.7540 shares indirectly through an ESOP. Footnotes note that the reported prices are weighted averages for multiple trades in ranges from $132.00 to $132.99 and from $133.00 to $133.22.
UMB Financial Corp director Kevin Charles Gallagher reported an open-market sale of company stock. On June 10, 2026, he sold 381 shares of UMB Financial common stock at a price of $132.88 per share.
After this sale, Gallagher directly holds 12,222.668 shares of common stock. He also has indirect ownership through retirement accounts, including 8,130.113 shares held by an IRA and 449.139 shares held by a Roth IRA. These transactions together show a relatively small net reduction in his overall position.
UMB Financial Corp Executive Vice President Uma Wilson reported an exercise-and-sell transaction in company common stock. She exercised stock options for 922.0000 shares at $75.2500 per share, then sold 922.0000 shares in an open-market sale at $133.0500 per share. After these transactions, she holds 24,414.9167 shares directly and 294.8760 shares indirectly through an ESOP.
UMB Financial Corp director Timothy R. Murphy received a stock award of 116 shares of Common Stock, recorded at $129.24 per share. This was a compensation-related grant classified as a “grant, award, or other acquisition,” not an open-market purchase. After this award, he directly holds 27,576 shares.
SCHMIDT JOHN K reported acquisition or exercise transactions in this Form 4 filing.
UMB Financial Corp director John K. Schmidt reported a compensation-related equity award rather than an open-market trade. He received 116 shares of Common Stock on May 1 as a grant at $129.24 per share, increasing his direct holdings to 33,370 shares. The filing also lists 21,818 Common Stock shares held indirectly by his spouse, indicating an additional indirect ownership position reported in his name.
Williams Leroy James Jr reported acquisition or exercise transactions in this Form 4 filing.
UMB Financial Corp director Leroy James Williams Jr received a grant of 116 shares of UMB Financial common stock as a compensation award. The shares were valued at $129.24 per share on the transaction date. Following this grant, he directly owns 7,696.3946 shares of the company’s common stock.
UMB Financial Corp director L. Joshua Sosland reported a compensation-related share award. On May 1, 2026, he received 116 shares of UMB Financial common stock as a grant or award at $129.24 per share, increasing his direct holdings to 14,611.5037 shares.
He also reports indirect ownership of 558 shares of common stock held "By Ira," reflecting a separate indirect position. The filing shows an acquisition through a grant rather than an open-market purchase, and there are no reported sales or derivative exercises in this disclosure.
UMB Financial Corp director Kris A. Robbins received a grant of 116 shares of UMB Financial common stock on May 1, 2026. The award is coded as a grant or other acquisition at $129.24 per share, indicating compensation rather than an open‑market purchase.
After this transaction, Robbins directly owns 4,791 shares of common stock. In addition, a separate entry shows 2,910 shares of common stock held indirectly "By Ira," reflecting an indirect ownership position reported in the filing.
UMB Financial Corp director Tamara Peterman received a small stock award, increasing her direct holdings. On May 1, 2026, she acquired 116 shares of UMB Financial common stock at a reported value of $129.24 per share as a grant or award, not an open-market purchase. After this transaction, she directly holds 10,255.4635 shares of common stock. A footnote explains that this total includes shares acquired through participation in UMB Financial Corporation’s dividend reinvestment plan.
Murphy Susan G reported acquisition or exercise transactions in this Form 4 filing.
UMB Financial Corp director Susan G. Murphy reported a compensation-related grant of 116 shares of common stock at $129.24 per share. After this award, she directly owns 12,012 shares of UMB Financial common stock, according to the Form 4 filing.
Lazo Margaret reported acquisition or exercise transactions in this Form 4 filing.
UMB Financial Corp director Margaret Lazo received an equity award of 116 shares of Common Stock on May 1, 2026. The shares were valued at $129.24 per share for reporting purposes. Following this non‑market grant, she directly holds a total of 4,562 common shares.
UMB Financial Corp director E. Gordon Lansford reported acquiring 116 shares of common stock on May 1, 2026 at $129.24 per share in a grant, award, or other acquisition transaction. Following this, Lansford directly holds 8,864.312 shares, which include shares obtained through the company’s dividend reinvestment plan.
UMB Financial Corp director Jennifer K. Hopkins received a grant of 116 shares of Common Stock on May 1, 2026. The award is recorded at $129.24 per share and was an acquisition classified as a grant or award. Following this transaction, she directly holds 6,816 shares of UMB Financial common stock.
Henderson Brad J. reported acquisition or exercise transactions in this Form 4 filing.
UMB Financial Corp director Brad J. Henderson reported receiving a grant of 116 shares of UMB Financial Corp common stock on May 1, 2026. The shares were valued at $129.24 per share for reporting purposes and represent an equity compensation award rather than an open-market purchase. Following this grant, Henderson directly owns 1,821 shares of UMB Financial Corp common stock.
UMB Financial Corp director Greg M. Graves received a grant of 116 shares of Common Stock valued at $129.24 per share. This was recorded as a grant, award, or other acquisition rather than an open-market purchase. Following this award, he directly holds 39,786.2276 shares, which include shares accumulated through the company’s dividend reinvestment plan.
UMB Financial Corp director Kevin Charles Gallagher reported a stock award of 116 shares of common stock at $129.24 per share, classified as a grant or other acquisition. Following this award, he directly holds 12,603.668 common shares.
In addition to his direct holdings, Gallagher indirectly holds 8,130.113 common shares through an IRA and 449.139 common shares through a Roth IRA, reflecting additional retirement account ownership of UMB Financial stock.
Davidson Janine reported acquisition or exercise transactions in this Form 4 filing.
UMB Financial Corp director Janine Davidson reported a compensation-related stock award. She received 116 shares of UMB Financial common stock on May 1, 2026 at a reference value of $129.24 per share. Following this grant, her direct holdings increased to 4,942 shares of common stock.
UMB Financial Corp director Robin C. Beery received a grant of 116 shares of Common Stock on May 1, 2026. The award was recorded at $129.24 per share and increased her direct holdings to 8,259 shares, indicating a small, compensation-related acquisition rather than an open-market purchase.
UMB Financial Corp executive Uma Wilson reported a routine insider transaction involving company stock. On February 11, 2026, Wilson had 83 shares of common stock withheld at $132.16 per share to cover tax obligations related to equity compensation.
After this tax-withholding disposition, Wilson beneficially owned 24,414.9167 shares of UMB Financial common stock directly and 294.876 shares indirectly through an ESOP. A footnote explains the position reflects dividends earned upon vesting of underlying restricted stock units, indicating the shares are tied to prior equity awards.
Terry Thomas S reported disposition transactions in a Form 4 filing for UMBF. The filing lists transactions totaling 57 shares at a weighted average price of $132.16 per share. Following the reported transactions, holdings were 36,402 shares.
UMB Financial Corp’s Chief Financial Officer, Shankar Ram, reported a tax-related share disposition tied to equity compensation. On February 11, 2026, 129 shares of common stock were withheld at $132.16 per share to cover tax obligations, a non‑market transaction coded “F.” After this, he beneficially owned 32,389.1405 shares directly, plus 1,605.25 shares through a 401(k) plan and 97.06 shares through an ESOP, reflecting dividends earned upon vesting of underlying restricted stock units.
Rine James D reported disposition transactions in a Form 4 filing for UMBF. The filing lists transactions totaling 311 shares at a weighted average price of $132.16 per share. Following the reported transactions, holdings were 69,692 shares.
Odgers David Carl reported disposition transactions in a Form 4 filing for UMBF. The filing lists transactions totaling 18 shares at a weighted average price of $132.16 per share. Following the reported transactions, holdings were 6,648 shares.
Newton Nikki Farentino reported disposition transactions in a Form 4 filing for UMBF. The filing lists transactions totaling 87 shares at a weighted average price of $132.16 per share. Following the reported transactions, holdings were 13,981 shares.
UMB Financial Corp. officer Mason Phillip James reported a tax-withholding disposition of 41 shares of common stock on February 11, 2026, at $132.16 per share. After this transaction, he held 9,694.419 shares directly, plus 864.649 shares through a 401(k) and 241.076 shares through an ESOP. The directly held amount reflects dividends earned upon vesting of an underlying restricted stock unit.
UMB Financial Corp Chairman and CEO J. Mariner Kemper reported a tax-withholding disposition of company stock tied to equity compensation. On February 11, 2026, 1,090 shares of UMB Financial common stock were withheld at $132.16 per share to cover tax obligations upon vesting of restricted stock units and associated dividend equivalents.
After this transaction, Kemper directly beneficially owned 328,710.2177 shares of common stock. He also reported additional indirect holdings through various family custodial accounts, employee stock ownership plan interests, trusts, and related entities, reflecting substantial continued exposure to UMB Financial equity.
Johnson Shannon Andresen reported disposition transactions in a Form 4 filing for UMBF. The filing lists transactions totaling 124 shares at a weighted average price of $132.16 per share. Following the reported transactions, holdings were 34,775 shares.
UMB Financial Corp executive Amy Harris reported a small tax-related share disposition. On February 11, 2026, 60 shares of UMB Financial common stock were surrendered at $132.16 per share to cover tax obligations tied to equity compensation. After this transaction, she directly held 7,849 common shares and indirectly held 102.264 shares through an ESOP. A footnote explains that the ESOP balance reflects dividends earned upon vesting of the underlying restricted stock unit.
UMB Financial Corp’s Chief Human Resource Officer, Robert Brian Beaird, reported a small tax-related share disposition. On February 11, 2026, 70 shares of UMB Financial common stock were disposed of at $132.16 per share to satisfy tax withholding obligations tied to equity compensation.
After this transaction, Beaird directly beneficially owned 10,543.3509 shares of common stock and indirectly held 227.936 shares through an ESOP. A footnote explains that the activity reflects dividends earned upon vesting of underlying restricted stock units rather than an open-market trade.
UMB Financial Corp Executive Vice President Uma Wilson reported a small tax-related share disposition in company stock. On 02/10/2026, 131 shares of common stock were surrendered at $132.87 per share under transaction code F to cover tax withholding on equity compensation.
After this transaction, Wilson directly beneficially owned 24,484.9167 shares of UMB Financial common stock, reflecting dividends earned upon vesting of underlying restricted stock units. She also indirectly held 294.876 shares through an employee stock ownership plan (ESOP).
UMB Financial Corp’s Chief Credit Officer, Terry Thomas S, reported a small tax-related share disposition. On 02/10/2026, 89 shares of common stock were withheld at $132.87 per share to cover tax obligations tied to equity compensation, coded as a tax-withholding disposition rather than an open-market trade. After this, he directly holds 36,445.3105 common shares and has an additional 5,087.897 shares held indirectly through an ESOP, including dividends earned upon vesting of restricted stock units.
UMB Financial Corp. Chief Financial Officer Shankar Ram reported a tax-withholding disposition of 204 shares of common stock at $132.87 per share on February 10, 2026. This transaction was coded “F,” meaning shares were used to cover tax obligations rather than sold on the open market.
After this transaction, he directly owned 32,498.1405 shares of common stock, plus 1,605.25 shares held indirectly through a 401(k) plan and 97.06 shares held indirectly through an ESOP. A footnote explains that the reported amount reflects dividends earned upon vesting of the underlying restricted stock unit, highlighting the connection to equity-based compensation.
UMB Financial Corp President James D. Rine reported a tax-related share disposition. On 02/10/2026, 832 shares of common stock were disposed of at $132.87 per share under transaction code F, which is used for paying tax liabilities by delivering shares.
After this transaction, Rine holds 69,953.1751 shares of UMB Financial common stock directly and 1,487.754 shares indirectly through an ESOP. A footnote explains that the indirect ESOP position reflects dividends earned upon vesting of underlying restricted stock units.
UMB Financial Corp's Chief Accounting Officer, David Carl Odgers, reported a small share disposition related to tax withholding. On 02/10/2026, 29 shares of common stock were withheld and disposed of at $132.87 per share to satisfy tax liabilities upon vesting of restricted stock units, as noted in the footnote explaining these were dividends earned on the underlying awards.
After this transaction, Odgers beneficially owned 6,661.41 shares of UMB Financial common stock directly, plus 307.686 shares held indirectly through a 401(k) plan and 306.886 shares held indirectly through an ESOP. The filing reflects routine equity compensation and associated tax handling rather than an open-market trade.
UMB Financial Corp. officer Nikki Farentino Newton, President of Private Wealth Management, reported a Form 4 transaction involving company common stock. On 02/10/2026, she disposed of 144 shares at $132.87 per share to satisfy tax obligations related to vesting restricted stock units, including dividends earned upon vesting.
After this withholding transaction, she directly beneficially owned 14,053.81 shares of UMB Financial common stock and indirectly held 75.575 shares through an ESOP arrangement.
UMB Financial Corp executive Phillip James Mason, President of Institutional Banking, disposed of 65 shares of common stock on February 10, 2026 in a tax-withholding transaction related to vested restricted stock units. The shares were valued at $132.87 each.
After this transaction, he beneficially owned 9,729.419 shares directly. He also held 864.649 shares indirectly through a 401(k) plan and 241.076 shares indirectly through an ESOP.
UMB Financial Corp Chairman and CEO J. Mariner Kemper reported a tax-related share disposition. On February 10, 2026, 1,721 shares of common stock at $132.87 per share were withheld to cover taxes tied to dividends earned upon vesting of restricted stock units, coded as a tax-withholding transaction (Code F).
After this event, Kemper directly held about 329,621.2177 shares of UMB Financial common stock. He also reported various indirect holdings, including shares held in custodial accounts for family members, employee stock ownership, multiple trusts, and entities such as Kemper Realty and Pioneer Service Corporation.