Wilson Uma 4
Research Summary
AI-generated summary
UMB Financial (UMBF) EVP Uma Receives RSU Award, Sells 228 Shares
What Happened
- Executive Vice President Uma had two related insider transactions: a disposal of 228 shares on 2026-02-07 at $134.32 per share for proceeds of $30,625, and a grant of 1,855 restricted share units (RSUs) on 2026-02-09 (recorded at $0.00 acquisition price).
- The sale is reported under code F (payment of exercise price or tax liability / tax withholding) and the grant is reported under code A (award/grant). The RSU grant has no cash purchase price; the disposal appears connected to tax/withholding obligations.
Key Details
- Transaction dates and prices:
- 2026-02-07: Sold 228 shares at $134.32 — proceeds $30,625 (code F).
- 2026-02-09: Granted 1,855 RSUs at $0.00 (code A).
- Shares owned after the transactions: Not disclosed in the filing.
- Footnotes:
- F1: The 228-share disposal reflects dividends earned upon vesting of the underlying RSU.
- F2: The 1,855 RSUs vest 33% on 2/9/2027, 33% on 2/9/2028, and 34% on 2/9/2029.
- Filing timeliness: Form filed 2026-02-10; no late-filing indication in the report.
Context
- RSUs are an award that convert to shares as they vest. This grant vests over three years in annual tranches, so the economic interest is tied to future vesting.
- The sale was a tax/withholding-related disposition (common when awards vest) rather than an open-market investment sale; such disposals often reflect routine tax obligations rather than a sentiment-driven sale.