MASON PHILLIP JAMES (President, Inst. Banking) reported 1 transaction at UMB FINANCIAL CORP
Review the transaction codes below to understand the nature of each event.
Filed: 1/2/2026ACC: 0000101382-26-000019
Officer· President, Inst. Banking
Since Feb 2026
-297.00
Net shares
Net seller
$34.2K
Total sold
0
Open market trades
0B · 0S
1
Total transactions
297.00 disposed
Non-Derivative Transactions1
Common Stock
Direct
Shares
−297.00
Price / share
$115.04
Trade value
$34.17K
% of position
3.4%
12/31/2025
8.82K→8.52K
Total
Net shares
−297.00
Net value
-$34.17K
| Security | Date | Type | Shares | Price / Share | Trade Value | % of Position | Held Before | Held After |
|---|---|---|---|---|---|---|---|---|
| Common Stock Direct | 12/31/2025 | F · Tax Withholding | −297.00 | $115.04 | $34.17K | 3.4% | 8.82K | 8.52K |
| Total | −297.00 | -$34.17K | ||||||
Derivative Transactions0
No derivative transactions reported
Non-Derivative Holdings (Post-Transaction)2
Common Stock
IndirectShares owned228.99
Common Stock
IndirectShares owned851.90
Total
1.08K indirect1.08K
| Security Title | Shares Owned | Ownership Type |
|---|---|---|
| Common Stock | 228.99 | Indirect |
| Common Stock | 851.90 | Indirect |
| Total | 1.08K | 1.08K indirect |
Derivative Holdings (Post-Transaction)0
No derivative holdings reported