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 (UMBF) filings document a financial services holding-company record focused on operating results, capital returns and governance. Form 8-K reports furnish quarterly and annual earnings releases, investor presentation materials, common-stock dividends and Series B preferred-stock dividends.
Proxy and annual-meeting filings cover director elections, shareholder voting results, executive compensation and governance matters. Other current reports address executive change-in-control agreements, while the filings also identify the company’s common stock and preferred-stock securities as part of its public capital structure.
UMBF insiders reported proposed sales of Common Stock under Form 144. The excerpt lists multiple related trusts and individuals submitting sale notices with specific per‑holder quantities and dates, including examples such as R C Kemper Marital Trust 15,367 shares (12/08/2025) and R C Kemper Jr Charitable Trust and Foundation 2,550 shares (02/02/2026).
UMB Financial Corporation provides its annual overview of operations, strategy, and risk. The company highlights its January 2025 all‑stock acquisition of Heartland Financial USA, issuing 23.6 million common shares and 4.6 million depositary shares of 7.00% preferred Series A.
To support the transaction and capital needs, UMB settled forward sale agreements for 3.22 million common shares, generating net proceeds of $235.1 million in early 2025. At December 31, 2025, the holding company reported a common equity Tier 1 capital ratio of 10.96% and total risk‑based capital ratio of 13.36%, while UMB Bank remained well capitalized. The report also details a three‑segment business model, 5,222 employees, and extensive risk discussions around interest rates, credit quality, liquidity, cybersecurity, and evolving regulation.
UMB Financial Corp insider plans to sell common stock under Rule 144. The notice covers 3,556 common shares to be sold through Merrill at an aggregate market value of 458161.15, with an approximate sale date of 02/13/2026 on the NASDAQ.
The shares come from multiple restricted stock vesting events between 01/29/2024 and 02/10/2026, including lots such as 875 shares on 01/27/2025 and 836 shares on 07/29/2024. UMB Financial Corp had 75,954,660 shares outstanding at the time referenced.
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.