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.
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.