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Umb Finl Corp SEC Filings

UMBFO NASDAQ

Welcome to our dedicated page for Umb Finl SEC filings (Ticker: UMBFO), 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.

Our SEC filing database is enhanced with expert analysis from Rhea-AI, providing insights into the potential impact of each filing on Umb Finl's stock performance. Each filing includes a concise AI-generated summary, sentiment and impact scores, and end-of-day stock performance data showing the actual market reaction. Navigate easily through different filing types including 10-K annual reports, 10-Q quarterly reports, 8-K current reports, proxy statements (DEF 14A), and Form 4 insider trading disclosures.

Designed for fundamental investors and regulatory compliance professionals, our page simplifies access to critical SEC filings. By combining real-time EDGAR feed updates, Rhea-AI's analytical insights, and historical stock performance data, we provide comprehensive visibility into Umb Finl's regulatory disclosures and financial reporting.

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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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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.

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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.

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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.

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FAQ

How many Umb Finl (UMBFO) SEC filings are available on StockTitan?

StockTitan tracks 159 SEC filings for Umb Finl (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 Finl (UMBFO)?

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

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UMBFO Stock Data

12.00M
National Commercial Banks
KANSAS CITY

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