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UMB FINANCIAL CORP (UMBFO) SEC Filings, Feb 10-11, 2026

UMBFO NASDAQ
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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.

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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.

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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.

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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.

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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.

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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.

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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.

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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.

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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.

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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.

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FAQ

How many UMB FINANCIAL (UMBFO) SEC filings are available on StockTitan?

StockTitan tracks 156 SEC filings for UMB FINANCIAL (UMBFO), including 10-K annual reports, 10-Q quarterly reports, 8-K current reports, and Form 4 insider trading disclosures. Each filing includes AI-generated summaries, impact scoring, and sentiment analysis.

When was the most recent SEC filing for UMB FINANCIAL (UMBFO)?

The most recent SEC filing for UMB FINANCIAL (UMBFO) was filed on February 11, 2026.