Comparable stake leader
VANGUARD PORTFOLIO MANAGEMENT LLC
Top holders, 13D/G large-stake signals, insider positions, and transaction flow tied to CIK 0000101382.
Comparable stake leader
VANGUARD PORTFOLIO MANAGEMENT LLC
Disclosed value leader
BlackRock, Inc.
Comparable rows
50/50
Latest evidence
06 Aug 2026
Ownership snapshot
Grouped by holder across the latest SEC ownership disclosures. Start with comparable ownership when available, then verify the linked 13F, 13D/G, or 3/4/5 evidence.
Quick read
50 of 50 rows have a safely comparable ownership percentage. Use this as a filing-backed starting point, then open the detailed table for source links, reporting role, position value, share count, and filing date.
Ownership % is shown only when SEC disclosures are safely comparable across share classes.
| Holder | Evidence | Ownership % | Position | 12M Net Δ | As of |
|---|---|---|---|---|---|
| VANGUARD PORTFOLIO MANAGEMENT LLC |
13D/G
13F
Vanguard Portfolio Management · Company
|
5.5%
|
$471,039,914
4,176,256 shares
|
$0 | 31 Mar 2026 |
| J. Mariner Kemper |
13D/G
3/4/5
Chairman and CEO, Director
|
4.8%
|
$461,706,654
3,660,852 shares
|
-$12,223,550 | 14 Mar 2025 |
| James D. Rine |
3/4/5
President
|
0.08%
|
$8,353,662
62,934 shares
|
-$1,508,368 | 09 Jun 2026 |
| John K. Schmidt |
3/4/5
Director
|
0.07%
|
$6,224,654
55,188 shares
|
— | 01 May 2026 |
| Thomas S. Terry |
3/4/5
Chief Credit Officer
|
0.05%
|
$5,422,697
41,490 shares
|
— | 11 Feb 2026 |
| Greg M. Graves |
3/4/5
Director
|
0.05%
|
$4,487,488
39,786 shares
|
+$84,376 | 01 May 2026 |
| Shannon Andresen Johnson |
3/4/5
Chief Administrative Officer
|
0.05%
|
$4,638,099
35,126 shares
|
-$164,826 | 11 Feb 2026 |
| Ram Shankar |
3/4/5
Chief Financial Officer
|
0.04%
|
$4,485,233
34,091 shares
|
— | 11 Feb 2026 |
Rows are grouped by holder and ranked first by SEC-reported ownership % when it is safely comparable, then by disclosed holdings value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
Forms 3/4/5 flow
Net insider flow leans to selling over the last 12 months. Net value: -$13,372,045.
| Window (months) | Buy shares | Sell shares | Buy value | Sell value | Net value |
|---|---|---|---|---|---|
| 0-3 | 0 | 39,238 | $0 | $5,655,923 | -$5,655,923 |
| 3-6 | 0 | 0 | $0 | $0 | $0 |
| 6-9 | 374 | 38,416 | $47,813 | $4,684,941 | -$4,637,129 |
| 9-12 | 846 | 26,927 | $95,626 | $3,174,620 | -$3,078,994 |
Reporting owners
Showing 1-20 of 33 reporting-owner rows connected to UMB FINANCIAL CORP. Open a relationship link for the CIK-to-CIK filing trail.
| Name | Relationship | Holdings Value | Past Year Net Change | Change % | Valuation | Report Date |
|---|---|---|---|---|---|---|
| J. Mariner Kemper | Chairman and CEO, Director | $373,289,770 | -$9,391,891 | -2.5% | Mixed | 04 Aug 2026 |
| James D. Rine | President | $8,353,662 | -$1,508,368 | -15% | Mixed | 09 Jun 2026 |
| John K. Schmidt | Director | $6,224,654 | Mixed | 01 May 2026 | ||
| Thomas S. Terry | Chief Credit Officer | $5,422,697 | Mixed | 11 Feb 2026 | ||
| Shannon Andresen Johnson | Chief Administrative Officer | $4,638,099 | -$164,826 | -3.4% | Mixed | 11 Feb 2026 |
| Greg M. Graves | Director | $4,487,488 | +$84,376 | +1.9% | Mixed | 01 May 2026 |
| Ram Shankar | Chief Financial Officer | $4,485,233 | Mixed | 11 Feb 2026 | ||
| Timothy R. Murphy | Director | $3,110,297 | Mixed | 01 May 2026 | ||
| Uma Wilson | Executive Vice President | $3,042,043 | -$770,849 | -20% | Mixed | 04 Aug 2026 |
| Kevin Charles Gallagher | Director | $2,946,402 | -$203,969 | -6.5% | Mixed | 31 Jul 2026 |
| Nikki Farentino Newton | President, Private Wealth Mgmt | $1,792,575 | -$435,117 | -20% | Mixed | 04 Aug 2026 |
| L. Joshua Sosland | Director | $1,710,967 | Mixed | 01 May 2026 | ||
| Susan G. Murphy | Director | $1,547,393 | -$200,427 | -11% | Filing P/S | 06 Aug 2026 |
| Phillip James Mason | President, Inst. Banking | $1,465,332 | -$208,328 | -12% | Mixed | 04 Aug 2026 |
| Robert Brian Beaird | Chief Human Resource Officer | $1,323,959 | -$371,025 | -22% | Mixed | 31 Jul 2026 |
| Abigail M. Wendel | President - Consumer Banking | $1,250,546 | Mixed | 13 Mar 2024 | ||
| Tamara Peterman | Director | $1,156,713 | +$59,063 | +5.4% | Mixed | 01 May 2026 |
| David Carl Odgers | Chief Accounting Officer | $1,050,843 | -$21,359 | -2% | Mixed | 05 Aug 2026 |
| Amy Harris | EVP and Chief Legal Officer | $1,049,619 | -$61,010 | -5.5% | Mixed | 11 Feb 2026 |
| Stacy H. King | Chief Risk Officer | $1,036,050 | -$178,315 | -15% | Mixed | 31 Dec 2025 |
Showing up to 300 recent insider transactions from the last 12 months.
| Insider | Symbol | Class | Transaction | % | SEC-reported value | SEC-reported price | Shares | Shares owned | Date | Ownership |
|---|---|---|---|---|---|---|---|---|---|---|
| Susan G. Murphy | UMBF | Common Stock | Sale | -11.5% | $200,427 | $145.55 | -1,377 | 10,635 | 06 Aug 2026 | Direct |
| David Carl Odgers | UMBF | Common Stock | Sale | -2.17% | $21,358 | $147.30 | -145 | 6,538 | 05 Aug 2026 | Direct |
| J. Mariner Kemper | UMBF | Common Stock | Sale | -1% | $2,237,460 | $148.55 | -15,062 | 1,491,138 | 04 Aug 2026 | By Trust - RC Kemper Irrevocable Trust |
| Uma Wilson | UMBF | Common Stock | Sale | -17% | $613,460 | $148.00 | -4,145 | 20,270 | 04 Aug 2026 | Direct |
| Nikki Farentino Newton | UMBF | Common Stock | Sale | -14.3% | $297,200 | $148.60 | -2,000 | 11,981 | 04 Aug 2026 | Direct |
| Phillip James Mason | UMBF | Common Stock | Sale | -8.25% | $117,600 | $147.00 | -800 | 8,894 | 04 Aug 2026 | Direct |
| J. Mariner Kemper | UMBF | Common Stock | Sale | -43% | $618,534 | $147.27 | -4,200 | 5,561 | 03 Aug 2026 | By Trust - RC Kemper Irr Dynasty for John Mariner Kemper |
| J. Mariner Kemper | UMBF | Common Stock | Gift | 9,761 | 9,761 | 03 Aug 2026 | By Trust - RC Kemper Irr Dynasty for John Mariner Kemper | |||
| Robert Brian Beaird | UMBF | Common Stock | Sale | -15.2% | $231,040 | $144.40 | -1,600 | 8,943 | 31 Jul 2026 | Direct |
| Kevin Charles Gallagher | UMBF | Common Stock | Sale | -2.95% | $52,247 | $145.13 | -360 | 11,863 | 31 Jul 2026 | Direct |
| Kevin Charles Gallagher | UMBF | Common Stock | Sale | -3.02% | $50,627 | $132.88 | -381 | 12,223 | 10 Jun 2026 | Direct |
| Uma Wilson | UMBF | Common Stock | Sale | -3.64% | $122,672 | $133.05 | -922 | 24,415 | 10 Jun 2026 | Direct |
| Uma Wilson | UMBF | Common Stock | Options Exercise | 3.78% | 922 | 25,337 | 10 Jun 2026 | Direct | ||
| Uma Wilson | UMBF | Stock Option (Right to Buy) | Options Exercise | -100% | -922 | 0 | 10 Jun 2026 | Direct | ||
| James D. Rine | UMBF | Common Stock | Sale | -11.8% | $1,093,297 | $132.59 | -8,246 | 61,446 | 09 Jun 2026 | Direct |
| Timothy R. Murphy | UMBF | Common Stock | Award | 0.42% | 116 | 27,576 | 01 May 2026 | Direct | ||
| John K. Schmidt | UMBF | Common Stock | Award | 0.35% | 116 | 33,370 | 01 May 2026 | Direct | ||
| Leroy James Williams Jr. | UMBF | Common Stock | Award | 1.53% | 116 | 7,696 | 01 May 2026 | Direct | ||
| L. Joshua Sosland | UMBF | Common Stock | Award | 0.8% | 116 | 14,612 | 01 May 2026 | Direct | ||
| Kris A. Robbins | UMBF | Common Stock | Award | 2.48% | 116 | 4,791 | 01 May 2026 | Direct | ||
| Tamara Peterman | UMBF | Common Stock | Award | 1.14% | 116 | 10,255 | 01 May 2026 | Direct | ||
| Susan G. Murphy | UMBF | Common Stock | Award | 0.98% | 116 | 12,012 | 01 May 2026 | Direct | ||
| Margaret Lazo | UMBF | Common Stock | Award | 2.61% | 116 | 4,562 | 01 May 2026 | Direct | ||
| Lansford E. Gordon | UMBF | Common Stock | Award | 1.33% | 116 | 8,864 | 01 May 2026 | Direct | ||
| Jennifer K. Hopkins | UMBF | Common Stock | Award | 1.73% | 116 | 6,816 | 01 May 2026 | Direct | ||
| Brad J. Henderson | UMBF | Common Stock | Award | 6.8% | 116 | 1,821 | 01 May 2026 | Direct | ||
| Greg M. Graves | UMBF | Common Stock | Award | 0.29% | 116 | 39,786 | 01 May 2026 | Direct | ||
| Kevin Charles Gallagher | UMBF | Common Stock | Award | 0.93% | 116 | 12,604 | 01 May 2026 | Direct | ||
| Janine Davidson | UMBF | Common Stock | Award | 2.4% | 116 | 4,942 | 01 May 2026 | Direct | ||
| Robin C. Beery | UMBF | Common Stock | Award | 1.42% | 116 | 8,259 | 01 May 2026 | Direct | ||
| Uma Wilson | UMBF | Common Stock | Tax liability | -0.34% | -83 | 24,415 | 11 Feb 2026 | Direct | ||
| Thomas S. Terry | UMBF | Common Stock | Tax liability | -0.16% | -57 | 36,402 | 11 Feb 2026 | Direct | ||
| Ram Shankar | UMBF | Common Stock | Tax liability | -0.4% | -129 | 32,389 | 11 Feb 2026 | Direct | ||
| James D. Rine | UMBF | Common Stock | Tax liability | -0.44% | -311 | 69,692 | 11 Feb 2026 | Direct | ||
| David Carl Odgers | UMBF | Common Stock | Tax liability | -0.27% | -18 | 6,648 | 11 Feb 2026 | Direct | ||
| Nikki Farentino Newton | UMBF | Common Stock | Tax liability | -0.62% | -87 | 13,981 | 11 Feb 2026 | Direct | ||
| Phillip James Mason | UMBF | Common Stock | Tax liability | -0.42% | -41 | 9,694 | 11 Feb 2026 | Direct | ||
| J. Mariner Kemper | UMBF | Common Stock | Tax liability | -0.33% | -1,090 | 328,710 | 11 Feb 2026 | Direct | ||
| Shannon Andresen Johnson | UMBF | Common Stock | Tax liability | -0.36% | -124 | 34,775 | 11 Feb 2026 | Direct | ||
| Amy Harris | UMBF | Common Stock | Tax liability | -0.76% | -60 | 7,849 | 11 Feb 2026 | Direct | ||
| Robert Brian Beaird | UMBF | Common Stock | Tax liability | -0.66% | -70 | 10,543 | 11 Feb 2026 | Direct | ||
| Uma Wilson | UMBF | Common Stock | Tax liability | -0.53% | -131 | 24,485 | 10 Feb 2026 | Direct | ||
| Thomas S. Terry | UMBF | Common Stock | Tax liability | -0.24% | -89 | 36,445 | 10 Feb 2026 | Direct | ||
| Ram Shankar | UMBF | Common Stock | Tax liability | -0.62% | -204 | 32,498 | 10 Feb 2026 | Direct | ||
| James D. Rine | UMBF | Common Stock | Tax liability | -1.18% | -832 | 69,953 | 10 Feb 2026 | Direct | ||
| David Carl Odgers | UMBF | Common Stock | Tax liability | -0.43% | -29 | 6,661 | 10 Feb 2026 | Direct | ||
| Nikki Farentino Newton | UMBF | Common Stock | Tax liability | -1.01% | -144 | 14,054 | 10 Feb 2026 | Direct | ||
| Phillip James Mason | UMBF | Common Stock | Tax liability | -0.66% | -65 | 9,729 | 10 Feb 2026 | Direct | ||
| J. Mariner Kemper | UMBF | Common Stock | Tax liability | -0.52% | -1,721 | 329,621 | 10 Feb 2026 | Direct | ||
| Shannon Andresen Johnson | UMBF | Common Stock | Tax liability | -0.61% | -215 | 34,888 | 10 Feb 2026 | Direct |