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UMBF Insider Trading and Fund Holdings (UMB FINANCIAL CORP) · https://wallstpal.com/stock/umbf/ · saved 2026-10-28

About this page

Insider trades reported on SEC Form 4: when the people who run a company buy or sell its shares with their own money.

How to read it

Form 4
The form a company insider (officer, director or owner of more than 10%) must file with the SEC within two business days of buying or selling the company's shares.
Buy (P) and Sell (S)
Open-market purchases and sales. Gifts, option exercises and automatic tax withholding are left out because they say little about what the insider thinks.
Value
Shares times price, as reported on the filing.
10b5-1
A trade made under a plan set up in advance. Planned sales are common and usually say less than an unplanned purchase.
Late filing
A Form 4 filed more than two business days after the trade.
Vs. S&P 500
How the stock did after the trade minus how the overall market did in the same weeks.

A real example

In January 2016, when bank stocks were falling, JPMorgan Chase CEO Jamie Dimon bought 500,000 JPMorgan shares with his own money, worth about $26 million. His Form 4 made the purchase public within days, and investors read it as a strong sign of confidence.

Explain it like I'm 13

If the coach of a team bets his own allowance that his team will win, that tells you something. A Form 4 is the note a company boss must hand in whenever he buys or sells his own company's shares, so everyone can see it.

Data from public SEC filings and congressional reports. Information, not investment advice. Check every number against the filing linked on the page.

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StockCIK 101382

UMB FINANCIAL CORP (UMBF): Insider Trades and Fund Holdings

In the past 12 months, UMB FINANCIAL CORP insiders reported 2 open-market purchases worth $135K and 2 sales worth $1.17M; 0 of the sales were reported as made under a 10b5-1 trading plan.

2Insider buys, 12 months
$135KBought by insiders, 12 months
$1.17MSold by insiders, 12 months
0Tracked funds holding

Timeline: news and trades

Company filings (8-K), insider trades, notices of planned sales (Form 144) and fund moves in the past year, newest first.

  1. Oct 27, 2026NewsCompany reported: Quarterly or annual results
  2. Sep 30, 2026Planned saleR C Kemper Jr Charitable Trust & Foundation (affiliate) filed notice to sell about $331,526 around Oct 1, 2026
  3. Sep 30, 2026Planned saleR C Kemper Charitable Trust & Foundation (affiliate) filed notice to sell about $162,513 around Oct 1, 2026
  4. Sep 30, 2026Planned saleBebe & Crosby Kemper Foundation for the Arts (affiliate) filed notice to sell about $74,886 around Oct 1, 2026
  5. Sep 1, 2026Insider buyDirector Greg M. Graves bought $80,011
  6. Sep 1, 2026Insider buyDirector Tamara Peterman bought $55,010
  7. Sep 1, 2026Planned saleR C Kemper Jr Charitable Trust & Foundation (affiliate) filed notice to sell about $361,157 around Sep 1, 2026
  8. Sep 1, 2026Planned saleR C Kemper Charitable Trust & Foundation (affiliate) filed notice to sell about $177,038 around Sep 1, 2026
  9. Sep 1, 2026Planned saleBebe & Crosby Kemper Foundation for the Arts (affiliate) filed notice to sell about $81,579 around Sep 1, 2026
  10. Aug 17, 2026Insider saleChief Credit Officer Thomas S. Terry sold $867,062
  11. Aug 17, 2026Insider saleCFO Ram Shankar sold $303,220
  12. Aug 17, 2026Planned saleThomas Terry (officer) filed notice to sell about $867,036 around Aug 17, 2026
  13. Aug 17, 2026Planned saleRam Shankar (officer) filed notice to sell about $303,218 around Aug 17, 2026
  14. Jun 30, 2026FundRenaissance Technologies sold out in Q2 2026 (13F filed Aug 13, 2026)

Recent insider trades

Open-market purchases (code P) and sales (code S) from Form 4. Grants, option exercises and gifts are not shown. Latest filing: Sep 3, 2026.

Recent UMBF insider trades
FiledTradedInsiderRoleTypeSharesPrice ($)ValueScoreHoldingFiling
Sep 3Sep 1Greg M. GravesDirectorDirector▲ BUY573139.60$80K23+1.4%Form 4 ↗
Sep 3Sep 1Tamara PetermanDirectorDirector▲ BUY394139.60$55K23+3.8%Form 4 ↗
Aug 18Aug 17Thomas S. TerryChief Credit OfficerChief Credit Officer▼ SELL5,713151.77$867K−16%Form 4 ↗
Aug 18Aug 17Ram ShankarCFOCFO▼ SELL2,000151.61$303K−6.2%Form 4 ↗
Source: SEC Form 4 filings, retrieved Oct 28, 2026. How we read filings

Insiders who traded in the past year

InsiderRoleBuysBoughtSellsSoldLatest
Greg M. GravesDirector1$80K0$0Sep 3, 2026
Tamara PetermanDirector1$55K0$0Sep 3, 2026
Thomas S. TerryChief Credit Officer0$01$867KAug 18, 2026
Ram ShankarCFO0$01$303KAug 18, 2026

Buybacks and executive pay

UMB FINANCIAL CORP spent $17.6 million buying back its own shares in 2025.

From the company's XBRL data filed with the SEC. "Actually paid" is the SEC's pay-versus-performance measure, which counts changes in the value of stock awards. "Value of $100 invested" is the company's cumulative shareholder return as reported, usually measured from five years earlier. See all buybacks and CEO pay across companies.

Strongest purchase, 12 months

23 Greg M. Graves (Director), 2026-09-01. What the score means

Tracked funds that report UMBF

From each fund's latest 13F. Holdings are as of quarter end and are filed up to 45 days later.

FundQuarterSharesValue% of portfolioChange
Renaissance TechnologiesQ2 20260$00.00%▼ Sold out
Source: SEC Form 13F-HR filings, retrieved Oct 28, 2026. How we read filings

Reading these numbers

Insiders sell for many reasons: taxes, diversification, a house. Purchases with their own money are rarer and are usually read as more informative. A Form 4 is due within two business days of the trade. How to read a Form 4 →