UMB FINANCIAL CORP·4

Feb 11, 5:48 PM ET

Johnson Shannon Andresen 4

4 · UMB FINANCIAL CORP · Filed Feb 11, 2026

Research Summary

AI-generated summary of this filing

Updated

UMB Financial (UMBF) Chief Admin Officer Johnson Andresen Surrenders 316 Shares for Taxes

What Happened

  • Johnson Shannon Andresen, Chief Administrative Officer at UMB Financial (UMBF), had 316 shares withheld/surrendered to satisfy tax withholding related to restricted stock unit (RSU) vesting. The shares were valued at $134.29 each for a total of $42,436. This was a tax-withholding disposition (code F), not an open-market sale.

Key Details

  • Transaction date: 2026-02-09; Filing date: 2026-02-11 (filed within the typical 2-business-day Form 4 window).
  • Price per share: $134.29; Shares surrendered/disposed: 316; Total value: $42,436 (reported as disposed).
  • Shares owned after the transaction: Not stated in the provided filing details.
  • Footnotes: F1 = reflects dividends earned upon vesting of the underlying RSU; F2 = reflects ESOP allocations/dispositions since the last ownership report.
  • Transaction code: F (payment of exercise price or tax liability) — routine tax withholding on vesting.

Context

  • This was a withholding of vested RSU shares to cover tax obligations, a common administrative action that does not necessarily signal insider sentiment. It differs from an open-market sale or a purchase and is typically considered routine compensation-related activity.

Insider Transaction Report

Form 4
Period: 2026-02-09
Johnson Shannon Andresen
Chief Administrative Officer
Transactions
  • Tax Payment

    Common Stock

    [F1]
    2026-02-09$134.29/sh316$42,43635,069.125 total
Holdings
  • Common Stock

    [F2]
    (indirect: By ESOP)
    351.131
Footnotes (2)
  • [F1]Reflects dividends earned upon vesting of the underlying restricted stock unit.
  • [F2]Reflects ESOP allocations and dispositions that have occurred since the date of the reporting person's last ownership report.
Signature
/s/ Jason D. Bartel, attorney-in-fact for Ms. Johnson|2026-02-11

Documents

1 file
  • 4
    form4.xmlPrimary

    PRIMARY DOCUMENT