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Public ownership evidence

UMB Financial Corp (UMBF) Ownership Disclosures

Read UMBF insider transactions, institutional 13F filings and Congressional disclosures with report dates, public availability and original receipts.

As of 2026-11-10T07:40:50.020Z

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2026-11-042026-11-02Peterman TamaraP200.7Not reported

First displayed source row from Recent Form 4 activity. The full bounded history and coverage notes remain below.

The displayed observation date is 2026-11-02 and its public availability date is 2026-11-04. Subtracting those calendar dates gives 2 days of disclosure lag. Historical public research can use the record from the availability date, rather than backdating knowledge to the observation date. The calendar-day difference does not assert an intraday publication time.

This row is code P: a purchase. A purchase code is only one eligibility check. Confirm reporting-owner role, amendment lineage and coverage before treating it as a strategy input.

Open the linked original receipts to verify the row, then inspect a second record before drawing a pattern. This public filing observation supplies source evidence, not a completed copy-trading return.

SEC 0000101382-26-000193 ↗SEC 0000101382-26-000191 ↗SEC 0000101382-26-000186 ↗

Recent Form 4 activity

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2026-11-042026-11-02Peterman TamaraP200.7Not reported
2026-11-042026-11-02GRAVES GREG MP291.93Not reported
2026-10-302026-10-30Gallagher Kevin CharlesS370Not reported
2026-09-042026-09-01Peterman TamaraP394.06Not reported
2026-09-042026-09-01GRAVES GREG MP573.15Not reported
2026-08-192026-08-17Terry Thomas SS5,713Not reported
2026-08-192026-08-17Shankar RamS2,000Not reported

90-day public availability window, up to 50 records.

Recent institutional filing receipts

Inspect all 50 displayed rows: Recent institutional filing receipts

These are raw ticker-matched positions in recent 13F receipts, including amendments. They are not deduplicated current ownership totals. Open the manager profile to inspect its effective filing book.

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Corient Private Wealth LP2026-06-302026-08-281,545$220,767None
Principia Wealth Advisory, LLC2026-06-302026-08-274$571None
Principia Wealth Advisory, LLC2026-03-312026-08-274$451None
VIRGINIA RETIREMENT SYSTEMS ET Al2026-06-302026-08-264,800$685,248None
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM2026-06-302026-08-2583,738$11,954,437None
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM2026-06-302026-08-2511,954,437$83,738,000None
MERCER GLOBAL ADVISORS INC /ADV2026-06-302026-08-204,760$679,547None
Ensign Peak Advisors, Inc2026-03-312026-08-1922,084$2,490,854None
Ensign Peak Advisors, Inc2025-12-312026-08-1922,877$2,631,770None
Ensign Peak Advisors, Inc2025-09-302026-08-1922,714$2,688,202None
Corient Private Wealth LP2026-06-302026-08-181,554$222,052None
Integrated Investment Consultants, LLC2026-06-302026-08-182,821$402,726None
Integrated Investment Consultants, LLC2026-06-302026-08-183$428None
Transamerica Financial Advisors, LLC2026-06-302026-08-187$1,002None
UNITED CAPITAL FINANCIAL ADVISORS, LLC2026-06-302026-08-182,432$347,192None
CAPSTONE INVESTMENT ADVISORS, LLC2026-06-302026-08-182,908$415,146None
Equitable Holdings, Inc.2026-06-302026-08-181,636$233,555None
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO2026-06-302026-08-1842,525$6,070,869None
Wellington Grp LLC2026-06-302026-08-15299$33,724None
SummitTX Capital, L.P.2026-06-302026-08-1573,008$10,422,622None
SEI INVESTMENTS CO2026-06-302026-08-15219,337$31,312,572None
SEI INVESTMENTS CO2026-06-302026-08-157,150$1,020,810None
Federation des caisses Desjardins du Quebec2026-06-302026-08-1533,354$4,762,310None
Federation des caisses Desjardins du Quebec2026-06-302026-08-155,116$730,360None
JPL Wealth Management, LLC2026-06-302026-08-1523$3,284None
SHELTON CAPITAL MANAGEMENT2026-06-302026-08-152,311$329,918None
Rafferty Asset Management, LLC2026-06-302026-08-1526,883$3,837,817None
Basecamp Wealth Advisors LLC2026-06-302026-08-152$286None
Quarry LP2026-06-302026-08-1513$1,856None
Integrated Quantitative Investments LLC2026-06-302026-08-159,553$1,363,786None
T. Rowe Price Investment Management, Inc.2026-06-302026-08-15274,275$39,156,000None
Prestige Wealth Management Group LLC2026-06-302026-08-154$573None
BAYVIEW ASSET MANAGEMENT, LLC2026-06-302026-08-1525,000$3,569,000None
CHARLES SCHWAB INVESTMENT MANAGEMENT INC2026-06-302026-08-1536$5,139None
CHARLES SCHWAB INVESTMENT MANAGEMENT INC2026-06-302026-08-15964,590$137,704,868None
Sixth Street Partners Management Company, L.P.2026-06-302026-08-1536$5,139None
Sixth Street Partners Management Company, L.P.2026-06-302026-08-15964,590$137,704,868None
Qube Research & Technologies Ltd2026-06-302026-08-15185,380$26,464,849None
OSAIC HOLDINGS, INC.2026-06-302026-08-1578$11,123None
OSAIC HOLDINGS, INC.2026-06-302026-08-15257$36,689None
OSAIC HOLDINGS, INC.2026-06-302026-08-1534,919$4,985,036None
OSAIC HOLDINGS, INC.2026-06-302026-08-1544,629$6,371,231None
Schonfeld Strategic Advisors LLC2026-06-302026-08-157,021$1,002,317None
QUADRANT CAPITAL GROUP LLC2026-06-302026-08-1518,063$2,578,674None
Squarepoint Ops LLC2026-06-302026-08-1510,069$1,437,450None
Man Group plc2026-06-302026-08-154,103$585,744None
MetLife Investment Management, LLC2026-06-302026-08-1576,171$10,874,172None
JANE STREET GROUP, LLC2026-06-302026-08-154,699$670,829None
JANE STREET GROUP, LLC2026-06-302026-08-151,467$209,429None
JANE STREET GROUP, LLC2026-06-302026-08-155,700$813,732Call

90-day public filing window, up to 50 source positions.

Corient Private Wealth LP ↗Principia Wealth Advisory, LLC ↗Principia Wealth Advisory, LLC ↗VIRGINIA RETIREMENT SYSTEMS ET Al ↗CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM ↗CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM ↗MERCER GLOBAL ADVISORS INC /ADV ↗Ensign Peak Advisors, Inc ↗Ensign Peak Advisors, Inc ↗Ensign Peak Advisors, Inc ↗

Recent Congressional disclosures

No matching Congressional transactions were returned in this source preview.

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No records are available for this view.

Bounded public source preview, up to 25 disclosed events.

How to read the disclosure dates

The tables report different things: insider transactions, institutional positions and Congressional transaction ranges. Read each table with its source dates and units. They cannot be added into a combined ownership percentage.

  1. Company insiders

    SEC Form 4 purchases, sales and awards report transactions and their public filing availability.

  2. Institutional managers

    13F reports disclose delayed quarter-end positions. They are not a record of trades between quarters.

  3. Congressional filers

    Periodic transaction reports disclose transaction dates and amount brackets. Public filing dates determine what researchers could know.

Institutional source directory ↗Congressional source directory ↗

Read the transaction codes

Awards use transaction code A, purchases P and sales S. An acquisition from an award is not the same as an open-market purchase. Joint filers may share a transaction. Use original receipts and availability dates to interpret the events.