Over the 90-day window ending January 21, 2026, Umb Financial's three dominant insider ownership positions are held by Chairman And Ceo J Mariner Kemper (1.84Mn shares), President James D Rine (71.90K shares), Chief Credit Officer Thomas S Terry (39.81K shares).
| Holder | Position | Shares | Report Date |
|---|---|---|---|
| J Mariner Kemper | Chairman And Ceo | 1,843,264 | 02 Jan, 2026 |
| James D Rine | President | 71,904 | 12 Dec, 2025 |
| Thomas S Terry | Chief Credit Officer | 39,808 | 02 Jan, 2026 |
| Greg M Graves | 38,411 | 05 Nov, 2025 | |
| John K Schmidt | 35,097 | 04 Feb, 2025 | |
| Shannon Andresen Johnson | Chief Administrative Officer | 33,469 | 02 Jan, 2026 |
| Ram Shankar | Chief Financial Officer | 30,294 | 02 Jan, 2026 |
| Timothy R. Murphy | 26,674 | 03 Feb, 2025 | |
| Uma Wilson | Executive Vice President | 23,404 | 02 Jan, 2026 |
| Abigail M Wendel | President Consumer Banking | 15,217 | 14 Mar, 2024 |
| L Joshua Sosland | 13,710 | 03 Feb, 2025 | |
| Nikki Farentino Newton | President And Private Wealth Mgmt | 13,066 | 02 Jan, 2026 |
| Kevin Charles Gallagher | 12,090 | 12 Nov, 2025 | |
| Susan G Murphy | 11,110 | 04 Feb, 2025 | |
| Robert Brian Beaird | Chief Human Resource Officer | 9,956 | 02 Jan, 2026 |
| Alexander C Kemper | 9,279 | 31 Jan, 2023 | |
| Tamara Peterman | 9,128 | 05 Nov, 2025 | |
| Stacy H King | Chief Risk Officer | 8,965 | 02 Jan, 2026 |
| Phillip James Mason | President And Inst. Banking | 8,728 | 02 Jan, 2026 |
| 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 | |
| John Pauls | Evp & General Counsel | 7,037 | 11 Dec, 2024 |
| Amy Harris | Evp And Chief Legal Officer | 6,897 | 02 Jan, 2026 |
| Leroy James Jr Williams | 6,794 | 03 Feb, 2025 | |
| David Carl Odgers | Chief Accounting Officer | 6,597 | 02 Jan, 2026 |
| 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 |
|---|---|---|---|---|---|---|---|---|
| 31 Dec, 2025 | J Mariner Kemper | Common Stock | D | 7,629 | $115.04 | 321,850 | D | F |
| 31 Dec, 2025 | Thomas S Terry | Common Stock | D | 466 | $115.04 | 35,156 | D | F |
| 31 Dec, 2025 | Shannon Andresen Johnson | Common Stock | D | 975 | $115.04 | 33,149 | D | F |
| 31 Dec, 2025 | Ram Shankar | Common Stock | D | 926 | $115.04 | 30,251 | D | F |
| 31 Dec, 2025 | Nikki Farentino Newton | Common Stock | D | 667 | $115.04 | 13,000 | D | F |
| 31 Dec, 2025 | Robert Brian Beaird | Common Stock | D | 519 | $115.04 | 9,628 | D | F |
| 31 Dec, 2025 | David Carl Odgers | Common Stock | D | 142 | $115.04 | 6,359 | D | F |
| 31 Dec, 2025 | Stacy H King | Common Stock | D | 517 | $115.04 | 8,955 | D | F |
| 31 Dec, 2025 | Amy Harris | Common Stock | D | 449 | $115.04 | 6,836 | D | F |
| 31 Dec, 2025 | Uma Wilson | Common Stock | D | 605 | $115.04 | 23,178 | D | F |
| 31 Dec, 2025 | Phillip James Mason | Common Stock | D | 297 | $115.04 | 8,518 | D | F |
| 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 | Common Stock | D | 500 | $0.00 | 31,177 | D | G |