Based on data from the past 90 days ending December 31, 2025, Umb Financial's three largest insider shareholders are Chairman And Ceo J Mariner Kemper (1.85Mn shares), President James D Rine (71.90K shares), Chief Credit Officer Thomas S Terry (40.27K shares).
| Holder | Position | Shares | Report Date |
|---|---|---|---|
| J Mariner Kemper | Chairman And Ceo | 1,850,893 | 04 Nov, 2025 |
| James D Rine | President | 71,904 | 12 Dec, 2025 |
| Thomas S Terry | Chief Credit Officer | 40,274 | 15 Dec, 2025 |
| Greg M Graves | 38,411 | 05 Nov, 2025 | |
| John K Schmidt | 35,097 | 04 Feb, 2025 | |
| Shannon Andresen Johnson | Chief Administrative Officer | 34,444 | 04 Sep, 2025 |
| Ram Shankar | Chief Financial Officer | 31,220 | 15 Sep, 2025 |
| Timothy R. Murphy | 26,674 | 03 Feb, 2025 | |
| Uma Wilson | Executive Vice President | 24,009 | 11 Sep, 2025 |
| Paul Iii Uhlmann | 16,835 | 01 Feb, 2021 | |
| Abigail M Wendel | President Consumer Banking | 15,217 | 14 Mar, 2024 |
| Nikki Farentino Newton | President And Private Wealth Mgmt | 13,733 | 04 Nov, 2025 |
| L Joshua Sosland | 13,710 | 03 Feb, 2025 | |
| Kevin Charles Gallagher | 12,090 | 12 Nov, 2025 | |
| Susan G Murphy | 11,110 | 04 Feb, 2025 | |
| Robert Brian Beaird | Chief Human Resource Officer | 10,475 | 14 Aug, 2025 |
| Stacy H King | Chief Risk Officer | 9,482 | 22 Aug, 2025 |
| Alexander C Kemper | 9,279 | 31 Jan, 2023 | |
| Tamara Peterman | 9,128 | 05 Nov, 2025 | |
| Phillip James Mason | President And Inst. Banking | 9,025 | 25 Aug, 2025 |
| Kevin M Macke | Executive Vice President | 8,576 | 11 Mar, 2021 |
| Martin Dominic Karaba | President And Commercial Banking | 8,284 | 15 Feb, 2023 |
| Lansford E. Gordon | 7,732 | 03 Feb, 2025 | |
| Robin C Beery | 7,357 | 03 Feb, 2025 | |
| Amy Harris | Evp And Chief Legal Officer | 7,346 | 27 Aug, 2025 |
| John Pauls | Evp & General Counsel | 7,037 | 11 Dec, 2024 |
| Leroy James Jr Williams | 6,794 | 03 Feb, 2025 | |
| David Carl Odgers | Chief Accounting Officer | 6,739 | 14 Feb, 2025 |
| James Cornelius | Executive Vice President | 6,468 | 16 Feb, 2023 |
| Jennifer K Hopkins | 5,914 | 04 Feb, 2025 | |
| Janine Davidson | 4,040 | 03 Feb, 2025 | |
| Kris A Robbins | 3,889 | 03 Feb, 2025 | |
| Margaret Lazo | 3,660 | 04 Feb, 2025 | |
| Elizabeth Theresa Lewis | President Consumer Banking | 3,414 | 11 Feb, 2025 |
| Brad J. Henderson | 919 | 04 Feb, 2025 |
* Please note that the shares above only reflect shares from the fund portfolio and the institutional portfolio. Shares from the personal portfolio are excluded from this Institutional Ownership Page. See these insiders' latest transactions here on Insider Page.
| Transaction Date | Insider Name | Security Class | Transaction Type | Shares Traded | Price | Shares Remaining | Ownership | Code |
|---|---|---|---|---|---|---|---|---|
| 12 Dec, 2025 | Thomas S Terry | Common Stock | D | 400 | $0.00 | 35,622 | D | G |
| 11 Dec, 2025 | James D Rine | Common Stock | D | 3,487 | $119.03 | 70,577 | D | S |
| 08 Dec, 2025 | J Mariner Kemper | Common Stock | D | 15,367 | $114.58 | 1,521,414 | I | S |
| 10 Nov, 2025 | Kevin Charles Gallagher | Common Stock | D | 460 | $110.71 | 12,090 | D | S |
| 04 Nov, 2025 | Nikki Farentino Newton | Common Stock | D | 1,300 | $106.09 | 13,667 | D | S |
| 03 Nov, 2025 | Greg M Graves | Common Stock | A | 264 | $106.41 | 38,411 | D | P |
| 03 Nov, 2025 | Tamara Peterman | Common Stock | A | 185 | $106.41 | 9,128 | D | P |
| 31 Oct, 2025 | J Mariner Kemper | Common Stock | A | 5,613 | $0.00 | 329,479 | D | A |
| 12 Sep, 2025 | Ram Shankar | - | - | 31,177 | D | |||
| 12 Sep, 2025 | Ram Shankar | Common Stock | D | 500 | $0.00 | 31,177 | D | G |
| 09 Sep, 2025 | J Mariner Kemper | Common Stock | D | 100 | $124.92 | 327,266 | D | S |
| 09 Sep, 2025 | Uma Wilson | Common Stock | D | 282 | $123.11 | 23,783 | D | S |
| 09 Sep, 2025 | Uma Wilson | - | - | 23,783 | D | |||
| 09 Sep, 2025 | J Mariner Kemper | Common Stock | D | 3,400 | $125.37 | 323,866 | D | S |
| 10 Sep, 2025 | J Mariner Kemper | Common Stock | D | 800 | $122.66 | 8,200 | I | S |
| 10 Sep, 2025 | J Mariner Kemper | Common Stock | D | 100 | $122.55 | 8,100 | I | S |
| 10 Sep, 2025 | J Mariner Kemper | Common Stock | D | 100 | $122.51 | 8,000 | I | S |
| 02 Sep, 2025 | Greg M Graves | Common Stock | A | 234 | $120.44 | 38,034 | D | P |
| 02 Sep, 2025 | Tamara Peterman | Common Stock | A | 163 | $120.44 | 8,912 | D | P |
| 02 Sep, 2025 | Shannon Andresen Johnson | Common Stock | D | 1,518 | $121.53 | 35,491 | D | G |