Umb Financial Corp. (UMBFO)

AI-Powered SEC Filing Analysis

Insider Trading Filed: 2026-02-13

Key Insights

  • Robert Brian Beaird, the Chief Human Resource Officer, has disposed of 70 shares of UMB FINANCIAL CORP (UMBF) common stock at $132.16 per share on February 11, 2026.
  • Beaird still beneficially owns 10,543.3509 shares of UMBF common stock directly, and an additional 227.936 shares indirectly through the ESOP.
  • The transaction appears to be a routine stock disposition and does not indicate any significant change in Beaird's overall ownership position in the company.
Filing tone (AI): Neutral
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Insider Trading Filed: 2026-02-13

Key Insights

  • The reporting person, Amy Harris, an EVP and Chief Legal Officer of UMB Financial Corp, disposed of 60 shares of common stock at $132.16 per share on February 11, 2026.
  • The reporting person continues to beneficially own 7,849 shares of common stock directly and 102,264 shares indirectly through an ESOP.
  • The transaction appears to be a routine sale of shares, likely for personal reasons, and does not indicate any major change in the reporting person's ownership or the company's outlook.
Filing tone (AI): Neutral
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Insider Trading Filed: 2026-02-13

Key Insights

  • The reporting person, Shannon Andresen Johnson, is the Chief Administrative Officer of UMB Financial Corporation and is selling 124 shares of common stock.
  • The reporting person still beneficially owns 34,775.1252 shares of common stock directly and 351.131 shares indirectly through an ESOP.
  • The transaction appears to be a routine sale of shares to cover tax withholding upon the vesting of restricted stock units.
Filing tone (AI): Neutral
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Insider Trading Filed: 2026-02-13

Key Insights

  • The reporting person, J. Mariner Kemper, is the Chairman and CEO of UMB Financial Corp, indicating his significant role and influence within the company.
  • Kemper holds a substantial direct and indirect ownership stake in UMB Financial, with over 2.2 million shares beneficially owned, suggesting strong alignment with shareholder interests.
  • The filing indicates recent insider selling of 1,090 shares, which could be interpreted as Kemper monetizing a portion of his holdings, though the reason is not explicitly stated.
Filing tone (AI): Neutral
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Insider Trading Filed: 2026-02-13

Key Insights

  • Phillip James Mason, the President of Institutional Banking at UMB Financial Corp (UMBF), disposed of 41 shares of common stock on February 11, 2026.
  • After the transaction, Mason continues to hold a significant direct ownership of 9,694.419 shares, as well as indirect ownership of 864.649 shares in a 401(k) account and 241.076 shares in an ESOP.
  • The transaction appears to be a routine sale, as it represents a small fraction of Mason's overall holdings, and the sale price of $132.16 per share is within the recent trading range for UMBF stock.
Filing tone (AI): Neutral
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Insider Trading Filed: 2026-02-13

Key Insights

  • Nikki Farentino, the President of Private Wealth Management at UMB Financial Corp, disposed of 87 shares of common stock at $132.16 per share.
  • Farentino continues to beneficially own 13,980.81 shares of UMB Financial Corp common stock, as well as an additional 75.575 shares indirectly through the company's ESOP.
  • The transaction appears to be a routine sale of shares, likely related to vesting of restricted stock units, and does not indicate any significant change in Farentino's overall ownership position.
Filing tone (AI): Neutral
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Insider Trading Filed: 2026-02-13

Key Insights

  • The Chief Accounting Officer, David Carl Odgers, has reported a sale of 18 common shares of UMB Financial Corp (UMBF) on February 11, 2026, at a price of $132.16 per share.
  • Odgers continues to hold a direct ownership of 6,648.41 common shares, as well as indirect ownership of 307.686 shares through a 401(k) and 306.886 shares through an ESOP.
  • The sale of a relatively small number of shares by a senior executive does not appear to indicate a significant shift in insider sentiment or a major change in the company's outlook.
Filing tone (AI): Neutral
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Insider Trading Filed: 2026-02-13

Key Insights

  • James D. Rine, the President of UMB Financial Corp, sold 311 shares of the company's common stock at $132.16 per share.
  • The share sale represents a small fraction of Rine's total beneficial ownership, which includes 69,692.1751 shares held directly and 1,487.754 shares held indirectly through the company's ESOP.
  • The transaction appears to be a routine sale and does not indicate any significant change in Rine's overall position or outlook on the company.
Filing tone (AI): Neutral
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Insider Trading Filed: 2026-02-13

Key Insights

  • Shankar Ram, the Chief Financial Officer of UMB Financial Corp, reported selling 129 shares of common stock on February 11, 2026, which resulted in him directly owning 32,389.1405 shares.
  • In addition to his direct ownership, Shankar Ram indirectly owns 1,605.25 shares through his 401(k) and 97.06 shares through the company's ESOP.
  • The reported transaction appears to be a routine sale, and the overall ownership pattern does not indicate any significant changes in Shankar Ram's beneficial ownership of UMB Financial Corp's securities.
Filing tone (AI): Neutral
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Insider Trading Filed: 2026-02-13

Key Insights

  • The reporting person, Terry Thomas S, is the Chief Credit Officer of UMB Financial Corp (UMBF) and has acquired and disposed of a small number of shares of the company's common stock through an employee stock ownership plan (ESOP).
  • The reporting person disposed of 57 shares of common stock on February 11, 2026 at a price of $132.16 per share, reducing their direct beneficial ownership to 36,402.3105 shares.
  • The reporting person also has an indirect beneficial ownership of 5,087.897 shares through the ESOP, indicating they have a significant equity stake in the company.
Filing tone (AI): Neutral
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Insider Trading Filed: 2026-02-13

Key Insights

  • The reporting person, Uma Wilson, who is an Executive Vice President at UMB Financial Corp, engaged in a stock transaction by disposing of 83 shares of common stock at $132.16 per share.
  • The reporting person continues to hold 24,414.9167 shares of common stock directly, as well as 294.876 shares indirectly through an ESOP.
  • The transaction appears to be a routine withholding of shares to cover tax obligations upon the vesting of restricted stock units, which is a common practice for executives.
Filing tone (AI): Neutral
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Current Report Filed: 2026-01-27

Key Insights

  • UMB Financial Corporation announced its financial results for the quarter and period ended December 31, 2025, indicating the company's performance during this period.
  • The company's Board of Directors declared a quarterly dividend of $0.43 per share for its common stock and a dividend of $193.75 per share for its Series B 7.750% preferred stock, payable in April 2026.
  • The company is hosting a shareholder conference call on January 28, 2026, to discuss the financial results and other updates.
Filing tone (AI): Positive
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Important Information

AI-generated analysis is for informational purposes only. Always read original SEC filings and consult with qualified professionals before making investment decisions.