| |
| |
| Exchange: |
Nasdaq National Market |
| Security
Type: |
Common |
| Shares
Out: |
48,030,000 |
| Market
Cap: |
3.99(B) |
| Last
Volume: |
132,250 |
Avg
Vol: |
262,989 |
| 52
Week Range: |
$54.27 - $86.99 |
|
| Level
I Sector: |
Financials |
| Level
II Sector: |
Banking |
| Level
III Sector: |
Domestic Regional Banks |
|
Member Indexes:
|
| |
NASDAQ BANK |
|
NASDAQ COMPOSITE |
| |
NASDAQ FINANCIAL 100 |
|
NASDAQ NNM COMPOSITE |
|
Rankings:
|
|
| Insider 3 Months : 6.1 |
| Insider 6 Months : 7.5 |
| Insider 3/6 Months : 13.8 |
|
| Guru Rank Number : 482 |
| Guru Rank Value : 3 |
| Guru Occurances : 1 |
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| |
|
Company Profile UMB Financial is a bank holding company. Through its subsidiaries, Co. provides banking services and asset servicing to its customers. Co.'s products and services are grouped into three segments: Commercial Banking, Institutional Banking, and Personal Banking. The Commercial Banking segment serves the commercial banking and treasury management needs of Co.'s small to mid-market businesses. The Institutional Banking segment is a combination of banking services, fund services, asset management services, and healthcare services provided to institutional clients. The Personal Banking segment combines consumer banking and wealth management services provided to clients.
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D/I:
|
|
|
D
is for direct shares.
I is
for indirect shares.
D/I
refers to the Direct or Indirect
shares traded vs. held. |
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|
Forms:
|
|
|
A
Form 4 is a form filed
by an insider to indicate a change
in ownership.
A Form
3 is a form filed by
an insider to indicate an
initial ownership of a security. |
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3m +/-:
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|
This
represents the company's 3 month
price change. The initial price
is based on the closing price
of the stock on the day the transaction
took place. Purchases & sales
are viewed as long & short
positions respectively.
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Actions:
|
|
|
| B |
Buy |
| S |
Sell |
| OE |
Option
Exercised |
| A |
Acquired |
| D |
Disposed |
| AB |
Automatic
Buy |
| AS |
Automatic
Sell |
| IO |
Initial
Ownership |
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|
Download:
|
|
|
Download only Transactions
Forms. (Default)
Download
only Summary Infomation.
Download
both Transactions and Summary Data
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| |
| |
Summary (Direct Transactions Only)  |
3 Months |
6 Months |
12 Months |
24 Months |
| Total Shares Bought |
500 |
1,151 |
6,448 |
15,068 |
| Total Buy Value |
$40,877 |
$81,750 |
$398,025 |
$1,014,039 |
| Total People Bought |
2 |
2 |
5 |
7 |
| Total Buy Transactions |
2 |
4 |
11 |
25 |
| Total Shares Sold |
65,347 |
145,979 |
194,279 |
307,044 |
| Total Sell Value |
$5,445,660 |
$11,379,009 |
$14,468,034 |
$24,854,069 |
| Total People Sold |
5 |
9 |
10 |
14 |
| Total Sell Transactions |
13 |
28 |
41 |
76 |
| End Date |
2024-01-28 |
2023-10-27 |
2023-04-28 |
2022-04-28 |
|
| Filer's Name |
Relation Title |
Off-Dir-10% |
Tran. Date |
Form |
Action |
Price |
Mkt Value |
D/I |
Shares |
Holdings |
Rank
|
|
|
| 3m +/- |
|
|
Form |
  Pauls John |
EVP & General Counsel |
• • – |
2023-12-04 |
4 |
D |
$90.83 |
$1,221 |
D/D |
(13) |
8,796 |
|
- |
|
| Beaird Robert Brian |
Chief Human Resource Officer |
• • – |
2023-12-04 |
4 |
D |
$70.66 |
$1,695 |
D/D |
(20) |
6,722 |
|
- |
|
| Johnson Shannon Andresen |
Chief Administrative Officer |
• • – |
2023-12-04 |
4 |
D |
$90.83 |
$1,869 |
D/D |
(20) |
16,202 |
|
- |
|
| King Stacy H |
Chief Risk Officer |
• • – |
2023-12-04 |
4 |
D |
$70.66 |
$2,695 |
D/D |
(35) |
5,224 |
|
- |
|
| Harris Amy |
EVP and Chief Legal Officer |
• • – |
2023-12-04 |
4 |
D |
$90.83 |
$845 |
D/D |
(9) |
2,032 |
|
- |
|
| Rine James D |
President UMB Bank, n.a. |
• • – |
2023-12-04 |
4 |
D |
$90.83 |
$9,154 |
D/D |
(99) |
44,343 |
|
- |
|
| Kemper J Mariner |
Chairman and CEO |
• • – |
2023-12-04 |
4 |
D |
$90.83 |
$23,870 |
D/D |
(255) |
236,735 |
|
- |
|
| Shankar Ram |
Chief Financial Officer |
• • – |
2023-12-04 |
4 |
D |
$90.83 |
$2,247 |
D/D |
(24) |
15,931 |
|
- |
|
| Mason Phillip James |
President, Inst. Banking |
• • – |
2023-12-04 |
4 |
D |
$90.83 |
$845 |
D/D |
(9) |
1,996 |
|
- |
|
| Odgers David Carl |
Chief Accounting Officer |
• • – |
2023-12-04 |
4 |
D |
$90.83 |
$754 |
D/D |
(8) |
3,649 |
|
- |
|
| Terry Thomas S |
Chief Credit Officer |
• • – |
2023-12-04 |
4 |
D |
$70.66 |
$4,047 |
D/D |
(47) |
39,705 |
|
- |
|
| Wendel Abigail M |
President - Consumer Banking |
• • – |
2023-12-04 |
4 |
D |
$70.66 |
$1,968 |
D/D |
(23) |
12,902 |
|
- |
|
| Wilson Uma |
Executive Vice President |
• • – |
2023-12-04 |
4 |
D |
$70.66 |
$1,856 |
D/D |
(22) |
14,489 |
|
- |
|
| Newton Nikki Farentino |
President, Private Wealth Mgmt |
• • – |
2023-12-04 |
4 |
D |
$70.66 |
$2,021 |
D/D |
(24) |
8,333 |
|
- |
|
| Kemper J Mariner |
Chairman and CEO |
• • – |
2023-12-04 |
4 |
S |
$75.20 |
$547,497 |
I/I |
(7,272) |
1,788,008 |
|
-5% |
|
| Kemper J Mariner |
Chairman and CEO |
• • – |
2023-12-04 |
4 |
S |
$75.55 |
$60,747 |
I/I |
(804) |
1,787,204 |
|
-5% |
|
| Kemper J Mariner |
Chairman and CEO |
• • – |
2023-11-17 |
4 |
S |
$72.83 |
$1,063,544 |
I/I |
(14,561) |
1,815,336 |
|
-16% |
|
| Kemper J Mariner |
Chairman and CEO |
• • – |
2023-11-17 |
4 |
S |
$73.44 |
$119,803 |
I/I |
(1,631) |
1,795,280 |
|
-16% |
|
| Kemper J Mariner |
Chairman and CEO |
• • – |
2023-11-17 |
4 |
S |
$73.22 |
$925,107 |
I/I |
(12,625) |
1,796,911 |
|
-16% |
|
| Kemper J Mariner |
Chairman and CEO |
• • – |
2023-11-17 |
4 |
S |
$72.60 |
$496,877 |
I/I |
(6,831) |
1,829,897 |
|
-16% |
|
| Kemper J Mariner |
Chairman and CEO |
• • – |
2023-11-17 |
4 |
S |
$73.10 |
$424,185 |
I/I |
(5,800) |
1,809,536 |
|
-16% |
|
| Kemper J Mariner |
Chairman and CEO |
• • – |
2023-11-16 |
4 |
S |
$71.75 |
$771,807 |
I/I |
(10,718) |
1,849,170 |
|
-21% |
|
| Kemper J Mariner |
Chairman and CEO |
• • – |
2023-11-16 |
4 |
S |
$72.18 |
$792,148 |
I/I |
(10,938) |
1,838,232 |
|
-21% |
|
| Wendel Abigail M |
President - Consumer Banking |
• • – |
2023-11-16 |
4 |
S |
$72.36 |
$177,881 |
D/D |
(2,452) |
12,859 |
|
-21% |
|
| Wendel Abigail M |
President - Consumer Banking |
• • – |
2023-11-16 |
4 |
OE |
$51.42 |
$71,198 |
D/D |
1,323 |
15,311 |
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1385 Records found
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Page 6 of 56 |
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0.49 (0.59%) 
