13F Pro

SEC Form 4 reporting owner

Mason Phillip James

Mason Phillip James has filed 7 Form 4 transactions reported between December 31, 2025 and August 4, 2026, as President, Inst. Banking of UMB FINANCIAL CORP.

Name as filed: Mason Phillip James

Open-market buys, 24 mo
None
reported
Open-market sales, 24 mo
$118K
1 lines
Companies
1
with Form 4 filings
Latest transaction
Aug 4, 2026
transaction date

Roles and reported holdings

  • UMBFUMB FINANCIAL CORP
    Dec 31, 2025 – Aug 4, 2026

    President, Inst. Banking

    Held directly8,894 sh as of Aug 4, 2026 · Form 4

    24 months: $118K sold

Transaction history

All 7 reported transactions, newest first. Every row links to the Form 4 on SEC EDGAR.

DateCompanyTypeSharesValueFiling
Aug 4, 2026UMBFPresident, Inst. BankingOpen-market saleCode S · direct800$118K@ $147.00Form 4
Feb 11, 2026UMBFPresident, Inst. BankingShares withheld for tax or exercise priceCode F · direct41$5K@ $132.16Form 4
Feb 10, 2026UMBFPresident, Inst. BankingShares withheld for tax or exercise priceCode F · direct65$9K@ $132.87Form 4
Feb 9, 2026UMBFPresident, Inst. BankingGrant or awardCode A · direct1,691—Form 4
Feb 9, 2026UMBFPresident, Inst. BankingShares withheld for tax or exercise priceCode F · direct201$27K@ $134.29Form 4
Feb 7, 2026UMBFPresident, Inst. BankingShares withheld for tax or exercise priceCode F · direct241$32K@ $134.32Form 4
Dec 31, 2025UMBFPresident, Inst. BankingShares withheld for tax or exercise priceCode F · direct297$34K@ $115.04Form 4

How this page is built

Every row comes from a Form 4 filed with the SEC, which officers, directors and holders of more than 10% of a company’s stock must file within two business days of a trade. Transactions are grouped by the reporting owner’s name as filed (spacing, capitals and punctuation ignored); two different people filing under an identical name would appear together, and one person filing under two spellings appears on two pages.

Open-market totals count code P purchases and code S sales over the last 24 months. The same trade reported on more than one filing is counted once; when another owner (for example a fund and its general partner) reports the identical trade, they are listed beside it. Holdings are the shares owned after the latest purchase, sale, gift or tax-withholding line, shown separately for direct and indirect ownership; an indirect figure is one holding line, not a total across every trust or entity.

This page describes what was filed with the SEC; it is not investment advice or a recommendation to buy or sell any security.