Welcome to our dedicated page for Umb Financial SEC filings (Ticker: UMBF), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
UMB Financial Corporation (NASDAQ: UMBF) files a range of documents with the U.S. Securities and Exchange Commission that describe its financial condition, operations and material events. As a Missouri-incorporated financial services company in the commercial banking industry, UMB uses SEC filings to report information relevant to shareholders, creditors and other market participants.
On this UMBF SEC filings page, Stock Titan surfaces reports such as Form 8-K current reports, which UMB uses to announce events like quarterly earnings results and dividend declarations. For example, the company has filed an 8-K to furnish a press release detailing financial results for a quarter and to disclose board-approved dividends on its common and Series B preferred stock. These filings often include or reference exhibits such as earnings press releases and investor presentation materials.
In addition to current reports, investors can consult UMB’s annual and quarterly reports (Forms 10-K and 10-Q, when available) for more extensive discussions of net interest income, noninterest income, loan and deposit balances, efficiency ratio, returns on assets and equity, and the impact of acquisitions such as Heartland Financial USA, Inc. These periodic reports also describe segment-level activities across commercial banking, personal banking and institutional banking, including asset servicing, corporate trust solutions, investment banking and healthcare services.
Stock Titan enhances access to UMB’s regulatory disclosures by providing real-time updates from the SEC’s EDGAR system and AI-powered summaries that explain the key points of lengthy filings. Users can quickly identify items related to earnings, capital actions, dividends and other material developments without reading every page. This page also helps track insider and capital structure information through relevant forms, giving a structured view of how UMB communicates with regulators and the investing public.
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.