secwatch.observer — SEC 8-K summary
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Issuer:     UMB FINANCIAL CORP (UMBF)
CIK:        0000101382
Form:       8-K/A
Filed at:   2025-04-14T23:59:59+00:00
Accession:  0001193125-25-079595
Event type: m_and_a
Sentiment:  neutral
Materiality: 0.60
Item codes: 9.01
LLM model:  deepseek-v4-flash:cloud@v2

UMB Financial corrects asset-to-goodwill allocation in HTLF merger pro forma
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- Goodwill adjusted by $743M in corrected purchase price allocation, reallocating previously misallocated assets.
- Pro forma 2024 net income $407M ($5.28 diluted EPS); UMB standalone was $441M.
- Total consideration $2.78B based on 23.6M UMB shares at $117.90 per share.
- Forward sale agreement settled Mar 2025 for $235.1M; $215M nonrecurring transaction costs.
- Other intangibles of $511M (core deposit, wealth, credit card relationships) amortized over 3-10 years.

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/101382/000119312525079595/0001193125-25-079595-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/101382/000119312525079595/d894624d8ka.htm
  HTML page:      https://secwatch.observer/filing/0001193125-25-079595

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