---
schema_version: "secwatch.filing_event.v1"
accession: "0001193125-24-126365"
form_type: "8-K"
ticker: "UMBF"
cik: "0000101382"
company_name: "UMB FINANCIAL CORP"
filed_at: "2024-05-01T23:59:59+00:00"
generated_at: "2026-06-03T01:45:55.790861+00:00"
event_type: "other_material"
sentiment: "neutral"
materiality_score: 0.4
calibrated_materiality_score: 0.4
confidence: "high"
source: SEC EDGAR
---

# UMB Financial enters additional forward sale for 420,000 shares at $72.00 initial forward price

## Summary
- Underwriters exercised over-allotment option for 420,000 shares on April 30, 2024.
- Additional Forward Sale Agreement signed with Bank of America, N.A., initial forward price $72.00/share.
- Total forward shares now 3,220,000 (2.8M initial plus 420K additional).
- Final settlement date for forward shares is October 30, 2025.
- Proceeds intended to support general corporate purposes per prior disclosure.

## SEC filing metadata
- accession: 0001193125-24-126365
- form_type: 8-K
- ticker: UMBF
- cik: 0000101382
- company_name: UMB FINANCIAL CORP
- filed_at: 2024-05-01T23:59:59+00:00
- event_type: other_material
- sentiment: neutral
- materiality_score: 0.4
- calibrated_materiality_score: 0.4
- confidence: high
- sec_items: 1.01, 8.01, 9.01
- EDGAR index: https://www.sec.gov/Archives/edgar/data/101382/000119312524126365/0001193125-24-126365-index.htm
- EDGAR primary document: https://www.sec.gov/Archives/edgar/data/101382/000119312524126365/d781879d8k.htm

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0001193125-24-126365
- JSON: https://secwatch.observer/filing/0001193125-24-126365.json
- Plain text: https://secwatch.observer/filing/0001193125-24-126365.txt

This AI-assisted summary is a reading aid. Review the linked SEC EDGAR filing before relying on any specific claim.