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's Chief Administrative Officer, Shannon Andresen Johnson, reported a Form 4 transaction involving company common stock. On February 10, 2026, 215 shares of common stock were disposed of at $132.87 per share under transaction code "F," which indicates shares were withheld to satisfy a tax liability related to equity compensation.
After this tax-withholding disposition, Johnson directly beneficially owned 34,888.1252 shares of UMB Financial common stock. She also had an additional 351.131 shares held indirectly through an ESOP, which reflects dividends earned upon vesting of underlying restricted stock units.
UMB Financial Corp executive Amy Harris, EVP and Chief Legal Officer, reported a tax-related share withholding in company stock. On February 10, 2026, 97 shares of UMB Financial common stock were disposed of at $132.87 per share to cover tax obligations.
After this transaction, Harris directly beneficially owned 7,900 shares of common stock and indirectly held 102.264 shares through an ESOP. A footnote explains that a portion of the holdings reflects dividends earned upon vesting of restricted stock units.
UMB Financial Corp's Chief Human Resource Officer, Robert Brian Beaird, reported a small share disposition tied to taxes, not an open-market trade. On 02/10/2026, 112 shares of common stock were withheld at $132.87 per share to cover tax obligations from equity compensation. After this transaction, he beneficially owned 10,602.3509 shares directly and 227.936 shares indirectly through an ESOP, indicating he continues to hold a meaningful equity stake in the company.
UMB Financial Corp Chairman and CEO J. Mariner Kemper reported a tax-withholding disposition of 1,904 shares of common stock on February 9, 2026. The shares were transferred at $134.29 per share to cover tax obligations tied to equity awards.
After this transaction, Kemper directly holds 331,122.2177 shares of UMB Financial common stock. The filing also lists several indirect holdings, including shares held in custodial accounts for family members, an ESOP position, and multiple trusts and entities associated with the Kemper family.
UMB Financial Corp Chief Administrative Officer Shannon Andresen Johnson reported a tax-withholding disposition of 316 shares of common stock on February 9, 2026 at $134.29 per share. After this transaction, she held 35,069.1252 shares directly and 351.131 shares indirectly through an ESOP.
The filing notes that part of the change in holdings reflects dividends earned upon vesting of restricted stock units and ESOP allocations and dispositions since her prior ownership report.
Harris Amy reported disposition transactions in a Form 4 filing for UMBF. The filing lists transactions totaling 127 shares at a weighted average price of $134.29 per share. Following the reported transactions, holdings were 7,985 shares.
UMB Financial Corp's Chief Human Resource Officer, Robert Brian Beaird, reported a tax-withholding disposition of 159 shares of common stock on February 9, 2026 at $134.29 per share. After this transaction, he beneficially owns 10,701.3509 common shares directly and 227.936 shares indirectly through an ESOP.
UMB Financial Corp Executive Vice President Uma Wilson reported a tax-withholding disposition of 227 shares of common stock on February 9, 2026 at $134.29 per share. After this transaction, she beneficially owned 24,599.9167 shares directly and 294.876 shares indirectly through an ESOP.
Footnotes explain that the changes reflect dividends earned upon vesting of restricted stock units and ESOP allocations and dispositions since her prior ownership report, indicating these are largely administrative equity and tax-related adjustments rather than open-market trading.
UMB Financial Corp Chief Credit Officer Terry Thomas S reported a Form 4 transaction involving company common stock. On February 9, 2026, he had a tax-withholding disposition of 145 shares of Common Stock at $134.29 per share, used to satisfy tax obligations tied to equity compensation.
After this transaction, he directly beneficially owned 36,516.3105 shares of Common Stock and indirectly beneficially owned 5,087.897 shares of Common Stock through an ESOP. Footnotes indicate these balances reflect dividends earned on vested restricted stock units and ESOP allocations and dispositions since his last ownership report.
Shankar Ram reported disposition transactions in a Form 4 filing for UMBF. The filing lists transactions totaling 381 shares at a weighted average price of $134.29 per share. Following the reported transactions, holdings were 32,677 shares.
Rine James D reported disposition transactions in a Form 4 filing for UMBF. The filing lists transactions totaling 937 shares at a weighted average price of $134.29 per share. Following the reported transactions, holdings were 70,680 shares.
UMB Financial Corp Chief Accounting Officer David Carl Odgers reported a tax-withholding disposition of 35 shares of common stock on 02/09/2026 at $134.29 per share, using shares to satisfy tax obligations related to equity compensation.
After this transaction, he directly beneficially owned 6,684.41 common shares, and indirectly held 307.686 shares through the UMB Financial Corporation 401(k) Plan and 306.886 shares through the ESOP, reflecting accumulated plan allocations and dividends on vested restricted stock units.
Newton Nikki Farentino reported disposition transactions in a Form 4 filing for UMBF. The filing lists transactions totaling 236 shares at a weighted average price of $134.29 per share. Following the reported transactions, holdings were 14,181 shares.
UMB Financial Corp executive Phillip James Mason reported a tax-related share disposition. On 02/09/2026, 201 shares of UMB Financial common stock were disposed of at $134.29 per share using transaction code F, which represents payment of tax liability by delivering securities.
After this tax-withholding disposition, Mason directly beneficially owned 9,786.419 common shares. He also indirectly held 864.649 shares through the UMB Financial Corporation 401(k) Plan and 241.076 shares through ESOP allocations and dispositions since his last ownership report.
Lewis Elizabeth Theresa reported disposition transactions in a Form 4 filing for UMBF. The filing lists transactions totaling 89 shares at a weighted average price of $134.29 per share. Following the reported transactions, holdings were 4,714 shares.
UMB Financial Corp Executive Vice President Uma Wilson reported routine equity compensation and tax-related share activity. On February 9, 2026, she acquired 1,855 restricted share units of common stock at $0, representing stock-based compensation. These units vest 33% on February 9, 2027, 33% on February 9, 2028, and 34% on February 9, 2029.
On February 7, 2026, 228 shares of common stock were withheld at $134.32 per share, typically to cover tax obligations upon vesting. After these transactions, she holds 24,811.9167 shares directly and 281.993 shares indirectly through an ESOP, reflecting ongoing alignment of her compensation with shareholder interests.
UMB Financial Corp Chief Credit Officer Terry S. Terry reported routine equity transactions in company common stock. On February 7, 2026, 152 shares were disposed of at $134.32, reflecting dividends earned upon vesting of an underlying restricted stock unit, leaving 35,004.3105 directly held shares.
On February 9, 2026, he received an award of 1,634 restricted share units at a stated price of $0. These units vest 33% on February 9, 2027, 33% on February 9, 2028, and 34% on February 9, 2029. After this award, he directly owned 36,645.3105 common shares and indirectly held 5,004.343 shares through an ESOP.
UMB Financial Corp Chief Financial Officer Shankar Ram reported routine stock and equity award activity in company shares. On February 9, 2026, he acquired 3,136 restricted share units at $0, which are scheduled to vest 33% on February 9, 2027, 33% on February 9, 2028, and 34% on February 9, 2029.
On February 7, 2026, he disposed of 366 shares of common stock at $134.32 per share. After these transactions, he directly owned 33,032.1405 shares, with additional indirect holdings of 1,437.179 shares through a 401(k) and 87.093 shares through an ESOP.
UMB Financial Corp President James D. Rine reported February 2026 equity transactions in company common stock. On February 7, 2026, a transaction with code F covered 857 shares at $134.32, leaving 65,999.1751 shares held directly.
On February 9, 2026, he acquired 5,523 restricted share units at $0 per share (code A), increasing his direct holdings to 71,550.1751 shares. These restricted share units vest 33% on February 9, 2027, 33% on February 9, 2028, and 34% on February 9, 2029. He also indirectly holds 1,457.281 shares through an ESOP.
UMB Financial Corp’s Chief Accounting Officer, David Carl Odgers, reported routine equity transactions in company common stock. On February 9, 2026, he acquired 405 common shares at $0 per share from restricted share units that vest 33% on February 9, 2027, 33% on February 9, 2028, and 34% on February 9, 2029. On February 7, 2026, he disposed of 49 shares at $134.32 per share. After these transactions, he held 6,716.41 shares directly, plus 280.589 shares indirectly through a 401(k) and 294.209 shares through an ESOP.
UMB Financial Corp. officer Nikki Farentino Newton, President of Private Wealth Management, reported routine equity compensation transactions. On February 7, 2026, 240 shares of common stock were withheld at $134.32 per share to cover taxes on a prior award, leaving 12,759.81 directly held shares.
On February 9, 2026, Newton received 1,634 restricted share units at no cash cost, increasing directly held common stock to 14,400.81 shares. These restricted units vest 33% on February 9, 2027, 33% on February 9, 2028, and 34% on February 9, 2029. Newton also has an indirect interest in 65.925 shares through an ESOP.
UMB Financial Corp President, Institutional Banking, Mason Phillip James reported equity compensation-related transactions in company stock. On February 9, 2026, he acquired 1,691 shares of common stock at $0 per share, reflecting dividends earned upon vesting of restricted stock units. On February 7, 2026, 241 shares were withheld at $134.32 per share in a transaction coded “F,” typically used for tax withholding on equity awards. After these transactions, he directly held 9,974.419 shares of common stock and indirectly held 851.896 shares through a 401(k) and 228.985 shares through an account labeled ESO{P.
UMB Financial Corp President – Consumer Banking Elizabeth Theresa Lewis reported equity compensation-related transactions in company common stock. On February 9, 2026, she acquired 1,618 shares at $0, representing restricted share units that will vest 33% on February 9, 2027, 33% on February 9, 2028, and 34% on February 9, 2029. On February 7, 2026, 240 shares were disposed of at $134.32 in a transaction coded "F," typically used for shares withheld to cover taxes upon vesting. After these transactions, she directly owned 4,798 shares of UMB Financial common stock. A footnote also indicates some shares reflect dividends earned upon vesting of the underlying restricted stock unit.
UMB Financial Corp. Chairman and CEO J. Mariner Kemper reported equity compensation and related share activity in UMBF common stock. On February 9, 2026, he acquired 16,510 restricted share units at $0 per share, which are scheduled to vest 33% on February 9, 2027, 33% on February 9, 2028, and 34% on February 9, 2029. On February 7, 2026, he reported a disposition of 2,043 shares at $134.32 per share, noted as reflecting dividends earned upon vesting of the underlying restricted stock unit. Following these transactions, he directly beneficially owned 332,885.2177 shares and reported additional indirect holdings through various family and trust accounts and related entities.
UMB Financial Corp's Chief Administrative Officer, Shannon Andresen Johnson, reported routine equity transactions. On February 9, 2026, she acquired 2,559 shares of common stock at $0 per share, reflecting dividends earned upon vesting of an underlying restricted stock unit award. After this, she directly held 35,364.1252 shares.
On February 7, 2026, 355 shares were withheld at $134.32 per share in a code "F" transaction, typically representing shares withheld to cover taxes tied to vesting; her direct holdings then stood at 32,794.1252 shares. She also indirectly holds 337.419 shares through an ESOP. The related restricted share units vest 33% on February 9, 2027, 33% on February 9, 2028, and 34% on February 9, 2029.
UMB Financial Corp executive Amy Harris reported routine equity compensation activity. On February 7, 2026, 161 shares of common stock were withheld at $134.32 per share to cover taxes tied to restricted stock vesting. On February 9, 2026, she received 1,425 restricted stock units at no cost, which vest in stages from 2027 through 2029. After these transactions, she directly held 8,104 common shares and indirectly held 92.223 shares through an ESOP.
UMB Financial Corp’s Chief Human Resource Officer, Robert Brian Beaird, reported routine equity compensation activity. On February 7, 2026, 166 shares of common stock were withheld at $134.32 per share to cover taxes tied to vested restricted stock units and related dividend shares. On February 9, 2026, he acquired 1,383 restricted share units at no cost, which vest 33% on February 9, 2027, 33% on February 9, 2028 and 34% on February 9, 2029. Following these transactions, he directly held 10,850.3509 common shares and indirectly held 216.0408 shares through an ESOP.
UMB Financial Corp. director Greg M. Graves reported a small open-market purchase of company stock. On February 2, 2026, he bought 220.0102 shares of common stock at a price of $127.835 per share, coded as a purchase transaction. Following this trade, he beneficially owns 39,540.8524 shares of UMB Financial common stock in direct ownership.
UMB Financial Corp director Tamara Peterman reported an open-market purchase of common stock. On February 2, 2026, she acquired 154.0071 shares of UMB Financial common stock at a price of $127.835 per share. Following this transaction, she beneficially owned 10,101.5689 shares, held in direct form.
UMB Financial CorpFebruary 2, 2026
After these transactions, Kemper beneficially owned 318,350.2177 shares directly. The RC Kemper Irrevocable Trust held 1,506,200 shares following the reported sales. The filing also lists various other indirect holdings through family trusts, custodial accounts, an ESOP, and related entities.
UMB Financial Corp director Kevin Charles Gallagher reported a small stock sale. On February 3, 2026, he sold 388 shares of common stock at $129.30 per share. After this trade, he directly owns 12,487.668 shares.
He also has indirect holdings of 8,130.113 shares through an IRA and 449.139 shares through a Roth IRA, showing that he retains a substantial stake in UMB Financial following the reported transaction.
UMB Financial Corp director Kevin Charles Gallagher reported acquiring 786 shares of UMB Financial common stock on January 30, 2026 at a price of $127.14 per share. After this transaction, he directly beneficially owned 12,875.668 shares of common stock.
He also reported indirectly beneficially owning 8,130.113 shares of common stock through an IRA and 449.139 shares through a Roth IRA as of the same date. No derivative securities positions were reported.
UMB Financial Corp. director Robin C. Beery reported acquiring 786 shares of UMB Financial common stock on 01/30/2026 at a price of $127.14 per share. After this transaction, Beery beneficially owns 8,143 shares, held as a direct ownership position.
UMB Financial Corp director Janine Davidson reported acquiring 786 shares of the company’s common stock on January 30, 2026 at a price of $127.14 per share. Following this transaction, she directly beneficially owns 4,826 shares of UMB Financial common stock.
UMB Financial Corp. director Brad J. Henderson reported acquiring common stock in the company. On 01/30/2026, he received 786 shares of UMB Financial common stock at $127.14 per share. After this transaction, he beneficially owned 1,705 common shares, all held in direct ownership.
UMB Financial Corp director Jennifer K. Hopkins acquired additional company stock. On January 30, 2026, she acquired 786 shares of common stock at a price of $127.14 per share. Following this transaction, she directly beneficially owns 6,700 shares of UMB Financial common stock.
UMB Financial Corp director Margaret Lazo reported acquiring additional company stock. On 01/30/2026, she acquired 786 shares of UMB Financial Corp common stock at $127.14 per share. After this transaction, she directly beneficially owned 4,446 shares of the company’s common stock.
UMB Financial Corp director Susan G. Murphy reported acquiring common stock in the company. On January 30, 2026, she acquired 786 shares of UMB Financial Corp common stock at a price of $127.14 per share, bringing her direct holdings to 11,896 shares.
UMB Financial Corp director Timothy R. Murphy reported acquiring 786 shares of common stock on January 30, 2026 at $127.14 per share. Following this transaction, he directly beneficially owned 27,460 shares of UMB Financial common stock.
UMB Financial Corp director Kris A. Robbins reported acquiring 786 shares of common stock on January 30, 2026 at $127.14 per share. Following this transaction, Robbins directly owns 4,675 common shares and has an additional 2,910 shares reported as indirectly owned through an entity identified as “By Ira.”
UMB Financial Corp director John K. Schmidt reported acquiring additional company stock. On 01/30/2026, he acquired 786 shares of UMB Financial common stock at $127.14 per share. Following this transaction, he directly owns 33,254 common shares. Indirect holdings are reported as 0 shares through a 401(k) and 21,818 shares held indirectly through his spouse.
UMB Financial Corp director Joshua L. Sosland reported acquiring 786 shares of the company’s common stock on January 30, 2026 at a price of $127.14 per share. Following this transaction, he holds 14,495.5037 shares directly and 558 shares indirectly noted as "By Ira."
UMB Financial Corporation director Gordon E. Lansford reported acquiring additional common stock through a dividend reinvestment plan. On January 30, 2026, he acquired 786 shares of UMB Financial common stock at $127.14 per share. Following this transaction, he beneficially owns 8,722.1915 shares of common stock in direct form.
UMB Financial Corp director Greg M. Graves increased his direct ownership of company stock through the dividend reinvestment plan. On 01/30/2026, he acquired 786 shares of common stock at a price of $127.14 per share. Following this automatic reinvestment, he directly owns 39,320.8422 shares of UMB Financial Corp common stock.
UMB Financial Corporation director Tamara Peterman acquired 786 shares of common stock on 01/30/2026 at $127.14 per share. The filing notes these holdings include shares gained through participation in UMB Financial Corporation’s dividend reinvestment plan.
After this transaction, Peterman beneficially owned a total of 9,947.5618 shares of UMB Financial common stock in direct form.
UMB Financial Corp director Leroy James Williams Jr. reported acquiring additional common stock. On January 30, 2026, he acquired 786 shares of UMB Financial Corp common stock at $127.14 per share. Following this transaction, he beneficially owned 7,580.3946 common shares held in direct ownership.
UMB Financial Corp's Chief Financial Officer reported a routine share transaction in company stock. On 12/31/2025, the officer disposed of 926 shares of common stock in a transaction coded "F" at a price of $115.04 per share, which typically reflects shares withheld to cover taxes on equity awards.
Following this transaction, the officer beneficially owned 30,251.1405 shares of UMB Financial common stock directly, 1,437.179 shares through a 401(k) plan, and 87.093 shares through an employee stock ownership plan. This filing reflects an administrative adjustment to holdings rather than an open‑market trade.
UMB Financial Corp's Chief Credit Officer, Mr. Terry, reported a disposition of 400 shares of common stock on 12/12/2025 in a transaction coded "G" at a price of $0 per share. After this transaction, he beneficially owns 35,622.3105 shares directly and 5,004.343 shares indirectly through an ESOP.
UMB Financial Corp (UMBF) reported an insider transaction by a director. On 11/10/2025, the director sold 460 shares of common stock at $110.71 per share (transaction code S).
Following the sale, the director beneficially owned 12,089.668 shares directly, plus 8,040.001 shares held indirectly by an IRA and 444.161 shares held indirectly by a Roth IRA. The filing indicates it was submitted by one reporting person.
UMB Financial Corp (UMBF) reported an insider share purchase by a director. On November 3, 2025, the director bought 185.0199 shares of common stock at $106.41 per share (transaction code P).
After this trade, the director directly owned 9,127.5437 shares. The filing notes that this total includes shares acquired through the company’s dividend reinvestment plan.