UMBF UMB FINANCIAL CORP

CIK 0000101382 50 ready 8-Ks latest September 1, 2026, 4:05 PM ET RSS · JSON

Activity: NORMAL 0 filings / 30d vs 0 baseline

Ready 8-Ks 50

Latest filing September 1, 2026, 4:05 PM ET

Top materiality 0.90

Event mix other_material ×13 · dividend ×8 · earnings ×8

Sentiment 11 pos · 0 neg · 39 neu

Latest earnings reported 2025-Q2

Executive change recent →

Recent 8-K filings for UMBF

Highest-materiality recent filing

UMB Financial to acquire Heartland Financial in stock merger; exchange ratio 0.55

April 29, 2024, 7:59 PM ET M&A materiality 0.90 neutral item 1.01 item 7.01 item 8.01 item 9.01 ◈ Material Agreements

UMB Financial to acquire Heartland Financial in a stock merger; each HTLF share exchanged for 0.55 UMBF shares.
Combined board expands to 16 directors, with 5 from HTLF.

Read filing →

September 1, 2026, 4:05 PM ET debt materiality 0.30 neutral item 7.01 item 9.01

UMB Financial announces redemption of all outstanding 2.75% subordinated notes due 2031

Redemption of all outstanding 2.75% Fixed-to-Floating Rate Subordinated Notes due 2031 on Sept 15, 2026.
July 28, 2026, 4:05 PM ET dividend materiality 0.50 positive item 2.02 item 8.01 item 9.01

UMB Financial raises common dividend 16.3% to $0.50; Q2 earnings announced

Quarterly common dividend increased 16.3% to $0.50 per share, payable Oct 1, 2026 to holders of record Sep 10, 2026.
April 30, 2026, 7:59 PM ET other material materiality 0.15 neutral item 5.07 item 9.01

UMB Financial annual meeting elects 14 directors, approves incentive plan and say-on-pay

All 14 director nominees elected; votes ranged from 63.1M to 64.9M for, with ~5.2M broker non-votes.
April 28, 2026, 7:59 PM ET dividend materiality 0.60 positive item 2.02 item 8.01 item 9.01 ◈ Earnings Releases

UMB Financial declares $0.43 dividend, preferred dividend, and 2M share buyback

Quarterly common dividend $0.43 per share, payable July 1, 2026, record June 10, 2026.
February 10, 2026, 6:59 PM ET leadership materiality 0.40 neutral item 5.02 item 9.01

UMB Financial approves change-in-control agreements for named executives with 2x-3x severance

Compensation Committee approved CIC agreements for CEO, Bank CEO (3x), and other NEOs (2x) on Feb 9, 2026.
January 27, 2026, 6:59 PM ET dividend materiality 0.30 neutral item 2.02 item 8.01 item 9.01

UMB Financial declares $0.43 common dividend; Q4 2025 earnings announced without specific figures in filing

Quarterly common dividend of $0.43 per share declared, payable April 1, 2026 to shareholders of record March 10, 2026.
October 28, 2025, 7:59 PM ET dividend materiality 0.50 positive item 2.02 item 8.01 item 9.01

UMBF declares $0.43 quarterly dividend (+7.5%); issues Q3 earnings release

Common dividend increased to $0.43/share, up 7.5% from prior quarter; payable Jan 2, 2026 to holders of record Dec 10, 2025.
August 27, 2025, 7:59 PM ET debt materiality 0.50 neutral item 7.01 item 9.01

UMB Financial announces full redemption of 3.70% subordinated notes due 2030

All outstanding 3.70% Fixed-to-Fixed Rate Subordinated Notes due 2030 (CUSIP 902788 AA6) to be redeemed on September 17, 2025.
July 29, 2025, 7:59 PM ET earnings materiality 0.50 neutral item 2.02 item 8.01 item 9.01

UMB Financial declares $0.40 common dividend; Q2 earnings release furnished

Declared $0.40 per common share quarterly dividend, payable Oct 1, 2025, record Sep 10, 2025.
July 15, 2025, 7:59 PM ET other material materiality 0.30 neutral item 5.03 item 8.01 item 9.01 ◈ Governance Changes

UMB Financial completes redemption of Series A Preferred Stock; removes certificate of designation

Completed redemption of all outstanding 7% Fixed-Rate Reset Non-Cumulative Perpetual Preferred Stock, Series A on July 15, 2025.
June 12, 2025, 7:59 PM ET debt materiality 0.60 neutral item 8.01 item 9.01

UMB Financial to redeem all Series A Preferred Stock on July 15, 2025 at $10,000/share

All 11,500 outstanding Series A Preferred shares redeemed at $10,000/share (~$115M total) on July 15, 2025.
June 12, 2025, 7:59 PM ET other material materiality 0.50 neutral item 3.03 item 5.03 item 9.01 ◈ Governance Changes

UMB Financial issues 12M depositary shares of 7.750% Series B Perpetual Preferred Stock

Issued 12M depositary shares, each representing a 1/400th interest in 7.750% Fixed-Rate Reset Non-Cumulative Perpetual Preferred Stock, Series B.
May 30, 2025, 7:59 PM ET debt materiality 0.65 neutral item 8.01 item 9.01

UMB Financial prices $300M preferred stock offering at 7.75%; net proceeds ~$294.5M

Priced 12M depositary shares representing Series B Preferred Stock, 7.750% fixed-rate, liquidation preference $25 per share.
May 2, 2025, 7:59 PM ET other material materiality 0.15 neutral item 5.07 item 9.01

UMB Financial shareholders elect all 16 director nominees at annual meeting

All 16 director nominees elected with strong majority; broker non-votes ~6M for each.
April 29, 2025, 7:59 PM ET other material materiality 0.45 neutral item 2.02 item 8.01 item 9.01

UMB Financial declares $0.40 common dividend, authorizes 1M share buyback; Q1 results announced

Quarterly common dividend $0.40/share; payable July 1, 2025 to record June 10, 2025.
April 14, 2025, 7:59 PM ET M&A materiality 0.60 neutral item 9.01

UMB Financial corrects asset-to-goodwill allocation in HTLF merger pro forma

Goodwill adjusted by $743M in corrected purchase price allocation, reallocating previously misallocated assets.
April 11, 2025, 7:59 PM ET M&A materiality 0.75 positive item 9.01

HTLF FY2024 net income $171.6M ($3.79 diluted EPS) vs $79.9M in 2023

Net interest income $613.2M (+2% YoY); provision for credit losses $53.4M.
March 12, 2025, 7:59 PM ET dividend materiality 0.25 neutral item 7.01 item 9.01

UMB Financial declares Series A preferred dividend of $0.4375 per depositary share payable April 15

Board approved a dividend of $175 per share ($0.4375 per depositary share) on Series A 7% Preferred Stock.
February 3, 2025, 6:59 PM ET M&A materiality 0.80 positive item 2.01 item 2.03 item 3.03 item 5.02 item 5.03 item 7.01 item 8.01 item 9.01 ◈ executive_change ×5◈ Governance Changes ×2◈ Debt Financings◈ M&A Transactions

UMB closes acquisition of Heartland Financial; assets rise to ~$68B, footprint expands to 13 states

UMB issued ~24M shares of common stock to HTLF shareholders at 0.55x exchange ratio.
January 28, 2025, 6:59 PM ET dividend materiality 0.50 neutral item 2.02 item 7.01 item 9.01

UMB Financial declares $0.40 dividend; Q4/Y2024 earnings released (details omitted)

Quarterly dividend of $0.40 per share declared, payable April 1, 2025 to holders of record March 10, 2025.
January 10, 2025, 6:59 PM ET M&A materiality 0.70 positive item 8.01 item 9.01

UMB Financial receives regulatory approvals to complete Heartland acquisition; close expected Jan 31, 2025

Combined assets ~$66B, top 4% of publicly traded U.S. banks (based on Sept. 30, 2024 data).
October 29, 2024, 7:59 PM ET earnings materiality 0.40 neutral item 2.02 item 7.01 item 9.01

UMB Financial reports Q3 2024 earnings; declares $0.40 quarterly dividend

Quarterly dividend of $0.40 per share declared, payable January 2, 2025 to holders of record December 10, 2024.
August 6, 2024, 7:59 PM ET M&A materiality 0.80 positive item 5.07 item 9.01

UMB shareholders approve all proposals for HTLF merger; closing expected Q1 2025

Shareholders voted 44,385,266 for (98.5%) to approve amendment increasing authorized shares from 80M to 160M.
July 30, 2024, 7:59 PM ET earnings materiality 0.40 neutral item 2.02 item 7.01 item 9.01

UMB Financial reports Q2 2024 results and declares $0.39/share dividend; no specifics available in filing text

Company issued press release for Q2 2024 results; specific financial figures not included in this filing extract.
July 26, 2024, 7:59 PM ET litigation materiality 0.50 neutral item 8.01

UMB Financial and HTLF supplement merger proxy after shareholder lawsuits

Four HTLF stockholder lawsuits filed in June-July 2024 allege false/misleading registration statement; UMB and HTLF deny all allegations.
June 10, 2024, 7:59 PM ET other material materiality 0.60 neutral item 7.01 item 9.01

UMB Financial clarifies special mention loan relationship not yet fully resolved

Company states that the main relationship driving Q1 2024 special mention loan increase is not yet fully resolved.
May 2, 2024, 7:59 PM ET other materiality 0.15 neutral item 5.07 item 9.01 ◈ Shareholder Votes ×4

UMB Financial shareholders elect 11 directors, approve say-on-pay and share plan amendment

All 11 director nominees elected with strong support; highest vote count 40.56M, lowest 37.84M.
May 1, 2024, 7:59 PM ET other material materiality 0.40 neutral item 1.01 item 8.01 item 9.01

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

Underwriters exercised over-allotment option for 420,000 shares on April 30, 2024.
April 29, 2024, 7:59 PM ET earnings materiality 0.75 positive item 2.02 item 7.01 item 9.01 ◈ Earnings Releases

UMB Financial Q1 net income $110.3M ($2.25 EPS); declares $0.39 dividend, authorizes 1M share buyback

GAAP net income $110.3M ($2.25 diluted EPS); net operating income $120.7M ($2.47 diluted EPS).
April 29, 2024, 7:59 PM ET M&A materiality 0.90 neutral item 1.01 item 7.01 item 8.01 item 9.01 ◈ Material Agreements

UMB Financial to acquire Heartland Financial in stock merger; exchange ratio 0.55

UMB Financial to acquire Heartland Financial in a stock merger; each HTLF share exchanged for 0.55 UMBF shares.
February 5, 2024, 6:59 PM ET leadership materiality 0.50 neutral item 5.02 item 9.01 ◈ executive_change

James D. Rine promoted to President of UMB Financial Corp; retains UMB Bank CEO role

Rine, 53, named President effective Jan 29, 2024; previously Vice Chairman since Nov 2020.
January 30, 2024, 6:59 PM ET earnings materiality 0.50 neutral item 2.02 item 7.01 item 9.01 ◈ Earnings Releases

UMB Financial reports Q4 and FY2023 results; declares $0.39 dividend

Quarterly dividend of $0.39 per share declared, payable April 1, 2024 to holders of record March 11, 2024.
November 16, 2023, 6:59 PM ET other material materiality 0.50 neutral item 7.01 item 9.01

UMB Financial provides update on shared national credit exposure; $2.1B outstanding, performing as expected

Total shared national credit outstanding loans $2.1B, approx 9% of total loans, unchanged from Sept 30, 2022.
October 24, 2023, 7:59 PM ET dividend materiality 0.30 neutral item 2.02 item 7.01 item 9.01 ◈ Earnings Releases

UMB Financial declares $0.39 dividend; Q3 2023 results released (no specifics)

Quarterly dividend declared at $0.39 per share, payable Jan 2, 2024 to shareholders of record Dec 11, 2023.
August 23, 2023, 7:59 PM ET leadership materiality 0.25 neutral item 5.02 item 9.01 ◈ executive_change

Director Alexander C. Kemper resigns from UMB Financial board effective immediately

Alexander C. Kemper resigned as director on August 18, 2023.
July 25, 2023, 7:59 PM ET other materiality 0.15 neutral item 5.07 item 9.01

UMB Financial board adopts annual say-on-pay vote until 2029

Shareholders voted for annual advisory votes on executive compensation at the 2023 Annual Meeting.
July 25, 2023, 7:59 PM ET earnings materiality 0.35 neutral item 2.02 item 7.01 item 9.01 ◈ Earnings Releases

UMB Financial reports Q2 results (specifics not provided); declares $0.38 dividend, authorizes 1M share buyback

Quarterly dividend of $0.38 per share, payable Oct 2, 2023 to holders of record Sep 11, 2023.
April 28, 2023, 7:59 PM ET other materiality 0.10 neutral item 5.07 item 9.01 ◈ Shareholder Votes ×4

UMB Financial shareholders elect all 12 director nominees, approve say-on-pay and KPMG ratification

All 12 director nominees elected at April 25, 2023 annual meeting; each received majority of votes cast.
April 25, 2023, 7:59 PM ET earnings materiality 0.50 neutral item 2.02 item 7.01 item 9.01 ◈ Earnings Releases

UMB Financial reports Q1 2023 earnings; declares $0.38 dividend

Declared quarterly dividend of $0.38 per share, payable July 3, 2023 to shareholders of record June 12, 2023.
April 13, 2023, 7:59 PM ET other material materiality 0.30 positive item 3.03 item 5.03 item 9.01 ◈ Governance Changes

UMB Financial reduces special meeting threshold to 20%, reinstates cumulative voting

Threshold to call special meeting lowered from 50% to 20% of outstanding common shares.
April 3, 2023, 7:59 PM ET other material materiality 0.50 positive item 2.02 item 7.01 item 9.01

UMBF reports preliminary Q1 deposits $32.0B, up $1B since SVB failure; avg deposits up

End-of-period deposits ~$32.0B at March 31, 2023, up >$1B from March 9 (pre-SVB failure); Dec 31 was $32.6B.
March 27, 2023, 7:59 PM ET other material materiality 0.60 neutral item 2.02 item 7.01 item 9.01

UMB Financial reports estimated uninsured deposit ratio of ~45% as of Mar 23

Estimated uninsured deposit ratio ~45% after adjusting for collateralized and affiliate deposits.
March 13, 2023, 7:59 PM ET other material materiality 0.65 positive item 2.02 item 7.01 item 9.01

UMB Financial reaffirms strong liquidity and deposit base amid banking sector volatility

Uninsured deposits estimated at ~57% after excluding collateralized deposits; no crypto exposure.
March 2, 2023, 6:59 PM ET leadership materiality 0.50 neutral item 5.02 item 9.01 ◈ executive_change

President of Institutional Banking James Cornelius to retire effective May 4, 2023

James Cornelius, President of Institutional Banking at UMB Bank, n.a., will retire on May 4, 2023.
January 26, 2023, 6:59 PM ET other material materiality 0.30 neutral item 3.03 item 5.03 item 9.01 ◈ Governance Changes

UMB Financial amends bylaws; eliminates cumulative voting, raises special meeting threshold to 50%

Board approved amended bylaws on Jan 24, 2023, with several governance changes.
January 24, 2023, 6:59 PM ET earnings materiality 0.60 neutral item 2.02 item 7.01 item 9.01 ◈ Earnings Releases

UMB Financial reports Q4/FY2022 results; declares $0.38 quarterly dividend

Quarterly dividend of $0.38 per share declared; payable April 3, 2023 to record date March 10, 2023.
October 25, 2022, 7:59 PM ET dividend materiality 0.40 neutral item 2.02 item 7.01 item 9.01

UMB Financial declares $0.38 dividend; Q3 earnings reported but details not in filing

Quarterly dividend of $0.38 per share declared, payable Jan 3, 2023 to holders of record Dec 12, 2022.
September 28, 2022, 7:59 PM ET debt materiality 0.50 neutral item 1.01 item 2.03 item 8.01 item 9.01

UMB Financial completes $110M subordinated notes offering at 6.25% fixed rate due 2032

Completed $110M aggregate principal of 6.250% Fixed-to-Fixed Rate Subordinated Notes due 2032.
September 26, 2022, 7:59 PM ET debt materiality 0.50 neutral item 1.01 item 7.01 item 9.01

UMB Financial prices $110M 6.250% subordinated notes due 2032

$110M aggregate principal of Fixed-to-Fixed Rate Subordinated Notes due 2032 priced at 100% of face value.
August 25, 2022, 7:59 PM ET regulatory materiality 0.35 neutral item 5.04 item 9.01

UMB Financial imposes blackout period for 401(k) plan trustee replacement; restricts insider trading Sept 28–Oct 16

Blackout period due to replacing Plan's trustee/custodian and Plan administrator.

Executive changes

Appointed

Jennifer Hopkins

Director

UMBF · UMB FINANCIAL CORP

Effective: 2025-02-03
Filed: February 3, 2025, 6:59 PM ET

The five former directors of HTLF mutually agreed by UMB and HTLF, each of whom previously served as a member of the board of directors of HTLF immediately prior to the Merger and was appointed by the Board to fill the vacancies resulting from the increase in the size of the Board referred to above, in each case effective as of the Effective Time, are as follows: John Schmidt, Jennifer Hopkins, Susan Murphy, Margaret Lazo and Brad Henderson (collectively, the “New Directors”).

Appointed

Margaret Lazo

Director

UMBF · UMB FINANCIAL CORP

Effective: 2025-02-03
Filed: February 3, 2025, 6:59 PM ET

The five former directors of HTLF mutually agreed by UMB and HTLF, each of whom previously served as a member of the board of directors of HTLF immediately prior to the Merger and was appointed by the Board to fill the vacancies resulting from the increase in the size of the Board referred to above, in each case effective as of the Effective Time, are as follows: John Schmidt, Jennifer Hopkins, Susan Murphy, Margaret Lazo and Brad Henderson (collectively, the “New Directors”).

Appointed

John Schmidt

Director

UMBF · UMB FINANCIAL CORP

Effective: 2025-02-03
Filed: February 3, 2025, 6:59 PM ET

The five former directors of HTLF mutually agreed by UMB and HTLF, each of whom previously served as a member of the board of directors of HTLF immediately prior to the Merger and was appointed by the Board to fill the vacancies resulting from the increase in the size of the Board referred to above, in each case effective as of the Effective Time, are as follows: John Schmidt, Jennifer Hopkins, Susan Murphy, Margaret Lazo and Brad Henderson (collectively, the “New Directors”).

Appointed

Brad Henderson

Director

UMBF · UMB FINANCIAL CORP

Effective: 2025-02-03
Filed: February 3, 2025, 6:59 PM ET

The five former directors of HTLF mutually agreed by UMB and HTLF, each of whom previously served as a member of the board of directors of HTLF immediately prior to the Merger and was appointed by the Board to fill the vacancies resulting from the increase in the size of the Board referred to above, in each case effective as of the Effective Time, are as follows: John Schmidt, Jennifer Hopkins, Susan Murphy, Margaret Lazo and Brad Henderson (collectively, the “New Directors”).

Appointed

Susan Murphy

Director

UMBF · UMB FINANCIAL CORP

Effective: 2025-02-03
Filed: February 3, 2025, 6:59 PM ET

The five former directors of HTLF mutually agreed by UMB and HTLF, each of whom previously served as a member of the board of directors of HTLF immediately prior to the Merger and was appointed by the Board to fill the vacancies resulting from the increase in the size of the Board referred to above, in each case effective as of the Effective Time, are as follows: John Schmidt, Jennifer Hopkins, Susan Murphy, Margaret Lazo and Brad Henderson (collectively, the “New Directors”).

Role change

James D. Rine

President

UMBF · UMB FINANCIAL CORP

Effective: 2024-01-29
Filed: February 5, 2024, 6:59 PM ET

James D. Rine, age 53, has been promoted to President of the Company, effective as of January 29, 2024.

Departed

Alexander C. Kemper

Director

UMBF · UMB FINANCIAL CORP

Effective: 2023-08-18
Filed: August 23, 2023, 7:59 PM ET

On August 18, 2023, Director Alexander C. Kemper provided notice to UMB Financial Corporation (the “Company”) that he is resigning from the Company’s board of directors, effective immediately.

Departed

James Cornelius

President of Institutional Banking

UMBF · UMB FINANCIAL CORP

Effective: 2023-05-04
Filed: March 2, 2023, 6:59 PM ET

On February 24, 2023, James Cornelius announced that he will retire from his position as President of Institutional Banking of UMB Bank, n.a. (the “Bank”), effective May 4, 2023.

Earnings & guidance

2025-Q2 EPS reported $4.16 filing →

Materiality & sentiment trend

Max materiality 0.90 · Median 0.50 · Most common event other_material

11 positive 0 negative 39 neutral

source · UMBF on sec.gov