MASON PHILLIP JAMES

PrivateCIK: 1976804
Location

KANSAS CITY, MO

MASON PHILLIP JAMES (President, Inst. Banking) sold 8.3% of their position (800.00 shares) of UMB FINANCIAL CORP on the open market

Open‑market sale worth $117.6K — a moderate reduction. Review remaining holdings and any 10b5‑1 plan disclosures.

S · 1 sale
InsiderMASON PHILLIP JAMESCIK 1976804
IssuerUMB FINANCIAL CORPCIK 101382
Officer· President, Inst. Banking
Since Feb 2026
-800.00
Net shares
Net seller
$117.6K
Total sold
1
Open market trades
0B · 1S
1
Total transactions
800.00 disposed
Non-Derivative Transactions1

Common Stock

Direct
S · Sale

Shares

800.00

Price / share

$147.00

Trade value

$117.60K

% of position

8.3%
8/4/2026
9.69K8.89K
Total

Net shares

800.00

Net value

-$117.60K

Derivative Transactions0
No derivative transactions reported
Non-Derivative Holdings (Post-Transaction)2

Common Stock

Indirect
Shares owned241.08

Common Stock

Indirect
Shares owned864.65
Total
1.11K indirect1.11K
Derivative Holdings (Post-Transaction)0
No derivative holdings reported