Congress trades
UMB Financial Corporation (UMBF)
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About UMB Financial Corporation
from the company's filings and listing, as of Oct 23, 2026- Exchange
- NASDAQ
- Sector
- Financial Services
- Industry
- Banks - Regional
- Chief executive
- J. Mariner Kemper
- Employees
- 5,222
- Listed since
- -
- Market value
- $10.3B
- Price to earnings (12 mo)
- 11.3
- Net income per share, as reported (12 mo)
- $12.41
- Dividend yield
- 1.31%
Earnings
6 reported quarters · next on Oct 27, 2026| Quarter | EPS | EPS expected | Revenue | Revenue expected | Result |
|---|---|---|---|---|---|
| Q2 FY2026reported Jul 28, 2026 | $3.57 | $3.08 | $778.0M | $727.6M | EPS beat, GAAPRevenue beat |
| Q1 FY2026reported Apr 28, 2026 | $3.41 | $2.82 | $739.2M | $701.8M | EPS beatRevenue beat |
| Q4 FY2025reported Jan 27, 2026 | $3.08 | $2.71 | $720.9M | $677.8M | EPS beatRevenue beat |
| Q3 FY2025reported Oct 28, 2025 | $2.70 | $2.50 | $1.1B | $661.6M | EPS beatRevenue beat |
| Q2 FY2025reported Jul 29, 2025 | $2.96 | $2.37 | $633.2M | $652.0M | EPS beatRevenue miss |
| Q1 FY2025reported Apr 29, 2025 | $2.58 | $2.19 | $510.2M | $559.0M | EPS beatRevenue miss |
Actual against the consensus estimate at the time. A flag marks a beat or a miss of more than 1.5% either way; inside that band the quarter is in line. A flag marked GAAP compares a GAAP figure the company reported with an adjusted consensus, two different measures, so a one-time gain or charge can move it either way. A flag reads n/a only when a number is missing. Quarterly EPS is the figure set against the consensus, usually adjusted, so the quarters need not add up to the 12-month net income per share above. An estimate is a forecast made by analysts, not a company target.
Executive pay
as filed for fiscal 2025 · proxy filed Mar 12, 2026| Executive | Salary | Stock awards | Other | Total |
|---|---|---|---|---|
| J. Mariner KemperChairman and CEO | $1.2M | $5.5M | $3.7M | $10.4M |
| James D. RineVice Chairman and President; President and CEO of UMB | $778K | $1.6M | $2.0M | $4.4M |
| Ram ShankarExecutive Vice President and Chief Financial Officer | $527K | $696K | $1.2M | $2.4M |
| Shannon A. JohnsonExecutive Vice President and Chief Administrative & Risk Officer | $523K | $673K | $1.2M | $2.4M |
| Uma WilsonChief Information and Bank Products and Operations Officer and Executive Vice President | $491K | $429K | $985K | $1.9M |
The summary compensation table from the proxy statement for fiscal 2025, with titles as filed then. Executives who have since left are not shown. Read the filing
Institutional holders
13F positions as of Jun 30, 2026| Holder | Value | Shares | Shares vs prior qtr | % of shares out |
|---|---|---|---|---|
| BlackRock, Inc. | $1.5B | 10,215,651 | +9.3% | 13.45% |
| UMB Bank, N.A. | $667.4M | 4,674,963 | -1.0% | 6.15% |
| Vanguard Portfolio Management LLC | $601.5M | 4,213,123 | +1.9% | 5.55% |
| State Street Corp | $591.8M | 4,133,285 | +3.8% | 5.43% |
| Vanguard Capital Management LLC | $446.9M | 3,130,338 | +0.9% | 4.12% |
| Dimensional Fund Advisors LP | $432.7M | 3,030,849 | +4.2% | 3.99% |
| FMR LLC | $381.4M | 2,671,666 | +10.3% | 3.52% |
| Geode Capital Management, LLC | $294.8M | 2,064,907 | +6.0% | 2.72% |
| Wellington Management Group LLP | $240.9M | 1,687,247 | -37.7% | 2.22% |
| Neuberger Berman Group LLC | $223.0M | 1,562,240 | -8.1% | 2.06% |
| Earnest Partners LLC | $177.4M | 1,242,430 | -2.8% | 1.64% |
| Goldman Sachs Group Inc | $177.3M | 1,241,789 | +38.6% | 1.63% |
A 13F reports long US equity positions and is filed within 45 days of the quarter end, so these are positions as they stood on Jun 30, 2026. For a manager's whole book see the fund directory. What a 13F covers and leaves out is explained in our guide to Form 13F.
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Congress trades in UMBF
20 disclosures of 31 on record · median 41d of the 45 allowedSince the trade: the stock's move from the trade date to the latest close we hold (figures as of Oct 24, 2026), not the member's result. Not investment advice.
| Member | Type | Action | Amount disclosed | Stock since the trade | Trade date | Disclosed | Delay |
|---|---|---|---|---|---|---|---|
| Josh GottheimerJoint | Stock | Sale | $1,001 - $15,000 | +43.6%After the saleS&P 500 +40.0% · +3.7 pts vs S&P 500 | Apr 9, 2025 | May 14, 2025 | 35d |
| Josh GottheimerJoint | Stock | Purchase | $1,001 - $15,000 | +60.6%S&P 500 +43.4% · +17.2 pts vs S&P 500 | May 22, 2024 | Jun 8, 2024 | 17d |
| Josh GottheimerJoint | Stock | Purchase | $1,001 - $15,000 | +66.1%S&P 500 +62.4% · +3.7 pts vs S&P 500 | Dec 20, 2023 | Jan 7, 2024 | 18d |
| Michael T. McCaul | Stock | Purchase | $1,001 - $15,000 | +101.3%S&P 500 +134.6% · -33.2 pts vs S&P 500 | Feb 3, 2020 | May 6, 2020 | 93d |
| Michael T. McCaul | Stock | Purchase | $1,001 - $15,000 | +99.1%S&P 500 +131.0% · -31.9 pts vs S&P 500 | Feb 4, 2020 | May 6, 2020 | 92d |
| Michael T. McCaul | Stock | Purchase | $1,001 - $15,000 | +190.5%S&P 500 +219.6% · -29.1 pts vs S&P 500 | Mar 16, 2020 | May 6, 2020 | 51d |
| Michael T. McCaul | Stock | Sale | $15,001 - $50,000 | +192.2%After the saleS&P 500 +195.0% · -2.8 pts vs S&P 500 | Mar 31, 2020 | May 6, 2020 | 36d |
| Michael T. McCaul | Stock | Sale | $50,001 - $100,000 | +192.2%After the saleS&P 500 +195.0% · -2.8 pts vs S&P 500 | Mar 31, 2020 | May 6, 2020 | 36d |
| Michael T. McCaul | Stock | Purchase | $1,001 - $15,000 | +103.9%S&P 500 +136.3% · -32.4 pts vs S&P 500 | Jan 31, 2020 | Feb 19, 2020 | 19d |
| Michael T. McCaul | Stock | Sale | $1,001 - $15,000 | +96.9%After the saleS&P 500 +139.8% · -42.9 pts vs S&P 500 | Dec 12, 2019 | Jan 29, 2020 | 48d |
| Michael T. McCaul | Stock | Purchase | $1,001 - $15,000 | +99.6%S&P 500 +141.1% · -41.5 pts vs S&P 500 | Nov 27, 2019 | Dec 20, 2019 | 23d |
| Michael T. McCaul | Stock | Purchase | $1,001 - $15,000 | +101.4%S&P 500 +142.0% · -40.6 pts vs S&P 500 | Nov 28, 2019 | Dec 20, 2019 | 22d |
| Michael T. McCaul | Stock | Purchase | $1,001 - $15,000 | +106.5%S&P 500 +159.9% · -53.4 pts vs S&P 500 | Aug 2, 2019 | Oct 15, 2019 | 74d |
| Michael T. McCaul | Stock | Purchase | $1,001 - $15,000 | +109.4%S&P 500 +154.7% · -45.3 pts vs S&P 500 | Jul 3, 2019 | Aug 20, 2019 | 48d |
| Michael T. McCaul | Stock | Purchase | $1,001 - $15,000 | +106.2%S&P 500 +155.0% · -48.8 pts vs S&P 500 | Jul 5, 2019 | Aug 20, 2019 | 46d |
| Michael T. McCaul | Stock | Purchase | $1,001 - $15,000 | +109.5%S&P 500 +156.3% · -46.7 pts vs S&P 500 | Jul 8, 2019 | Aug 20, 2019 | 43d |
| Michael T. McCaul | Stock | Purchase | $1,001 - $15,000 | +107.9%S&P 500 +156.0% · -48.0 pts vs S&P 500 | Jul 9, 2019 | Aug 20, 2019 | 42d |
| Michael T. McCaul | Stock | Purchase | $1,001 - $15,000 | +109.5%S&P 500 +154.8% · -45.2 pts vs S&P 500 | Jul 10, 2019 | Aug 20, 2019 | 41d |
| Michael T. McCaul | Stock | Purchase | $1,001 - $15,000 | +108.3%S&P 500 +154.3% · -45.9 pts vs S&P 500 | Jul 11, 2019 | Aug 20, 2019 | 40d |
| Michael T. McCaul | Stock | Purchase | $1,001 - $15,000 | +106.6%S&P 500 +153.0% · -46.4 pts vs S&P 500 | Jul 12, 2019 | Aug 20, 2019 | 39d |
Since the trade is an estimate, set beside the S&P 500 over the same window, with the gap between the two in percentage points. The filing carries a band, not a fill, and a sale keeps the stock's sign, so a positive figure after a sale means the stock kept rising after it. An option row carries the underlying stock's move. A row marked n/a is one we hold no figure for.
A delay above 45 days is the gap between the dates on the report; we mark a filing late only after checking it.
"Not captured" means the band or the transaction type on the original report is missing from our data.
"Dates conflict" marks a row whose disclosure is dated before its trade on the record we hold. Both dates are printed as filed, and no since-the-trade figure is computed from them.
Every Congress trade in UMBF, filterable by party, chamber, type and account.
Members of Congress reporting a position
2 members · estimate, as of Oct 22, 20262 members report a position (estimated). The largest estimated position is in the $15,001 - $50,000 band.
| Member | Party, chamber | Estimated position | Share of their portfolio |
|---|---|---|---|
| Gilbert Ray Cisneros, Jr. | Democrat · House | $15,001 - $50,000 | 0.1% |
| Josh Gottheimer | Democrat · House | $1,001 - $15,000 | <0.1% |
Estimate, as of Oct 22, 2026. Each position is modelled from the member's disclosed transactions and annual filings: the midpoint of each disclosed band, moved with the stock's price since the trade. It is a rough estimate of a reported position, not a figure from a filing, which is why it is shown as a band. Share of portfolio sets that estimate against the member's whole estimated public-stock portfolio.
Questions
Which members of Congress have traded UMBF?
Josh Gottheimer and Michael T. McCaul disclosed UMBF transactions in the filings shown here.
Which members of Congress hold UMBF?
2 members of Congress report a position in UMBF in the estimate we hold as of Oct 22, 2026. The estimated positions belong to Gilbert Ray Cisneros, Jr. and Josh Gottheimer. The estimate is built from disclosed transactions and annual filings, so it is shown as a band rather than a figure from a filing.
How quickly are UMBF trades disclosed?
Congressional disclosures took a median of 41 days, against the 45 the STOCK Act allows.
How to read a STOCK Act filing
WHAT THE FILING ACTUALLY SAYS
Congress rows disclose a value range rather than an exact amount, and the STOCK Act allows up to 45 days to report. Full sourcing and the limits of this data are on the methodology page. A filing is a record of a transaction, not a signal, and nothing here is investment advice.
Data as of Oct 26, 2026.