Source-grounded facts extracted from UMB FINANCIAL CORP's SEC 8-K filings across all families, newest first. Each cites a verbatim SEC excerpt.
UMB FINANCIAL CORP reported financial results for the quarter ended March 31, 2026.
“On April 28, 2026, UMB Financial Corporation (the “Company”) issued a press release announcing the financial results for the Company for the quarter ended March 31, 2026.”
UMB FINANCIAL CORP: Terminated the Certificate of Designation of Series A Preferred Stock, removing all related matters from Restated Articles of Incorporation (effective 2025-07-15).
“On July 15, 2025, UMB Financial Corporation (the “Company”) filed a Termination of Certificate of Designation of 7.00% Fixed-Rate Reset Non-Cumulative Perpetual Preferred Stock, Series A (the “Termination of Certificate of Designation”) to its Restated Articles of Incorporation with the Secretary of State of the State of Missouri, eliminating from the Restated Articles of Incorporation all matters set forth in the Certificate of Designation with respect to its 7.00% Fixed-Rate Reset Non-Cumulative Perpetual Preferred Stock, Series A (the “Series A Preferred Stock”).”
UMB FINANCIAL CORP: Certificate of Designation filed to establish Series B Preferred Stock, amending the Restated Articles of Incorporation (effective 2025-06-12).
“The Certificate of Designation became effective June 12, 2025 after filing with the Secretary of State of the State of Missouri on June 11, 2025 and it amends the Company’s Restated Articles of Incorporation.”
UMB FINANCIAL CORP incurred senior notes of $150,000,000 aggregate principal amount of 2.75% fixed-to-floating rate subordinated notes due September 15, 2031 with Heartland Financial USA, Inc. at 2.75% fixed-to-floating rate maturing September 15, 2031.
“the Company also assumed all of HTLF’s obligations as required by that certain Indenture, dated as of December 17, 2014, as supplemented by that certain Second Supplemental Indenture, dated as of September 8, 2021 (collectively, the “Indenture”), with respect to HTLF’s $150,000,000 aggregate principal amount of 2.75% fixed-to-floating rate subordinated notes due September 15, 2031 (the “2031 Notes”).”
UMB FINANCIAL CORP: UMB filed a Certificate of Designation to establish the terms of UMB Preferred Stock on January 31, 2025 (effective 2025-01-31).
“On January 31, 2025, UMB filed a Certificate of Designation to its Articles of Incorporation with the Secretary of State of the State of Missouri, establishing the terms of the UMB Preferred Stock.”
UMB FINANCIAL CORP: UMB filed a certificate of amendment to increase authorized shares of common stock from 80,000,000 to 160,000,000, effective January 31, 2025 (effective 2025-01-31).
“UMB’s articles of incorporation were amended to increase the number of authorized shares of UMB Common Stock from 80,000,000 shares to 160,000,000 shares (the “Articles Amendment””
UMB FINANCIAL CORP completed an acquisition involving Heartland Financial USA, Inc. for 0.55 shares of UMB Common Stock per share of HTLF Common Stock (closed 2025-01-31).
“HTLF (“HTLF Common Stock”) issued and outstanding immediately prior to the Effective Time, other than certain shares held by UMB or HTLF, was converted into the right to receive 0.55 shares (the “Exchange Ratio,” and such shares, the “Merger Consideration”) of common stock, $1.00 par value, of UMB (“UMB Common Stock”), (ii) each share of 7.00% Fixed-Rate Reset”
Brad Henderson was appointed as Director at UMB FINANCIAL CORP.
“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”).”
Margaret Lazo was appointed as Director at UMB FINANCIAL CORP.
“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”).”
Susan Murphy was appointed as Director at UMB FINANCIAL CORP.
“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”).”
Jennifer Hopkins was appointed as Director at UMB FINANCIAL CORP.
“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”).”
John Schmidt was appointed as Director at UMB FINANCIAL CORP.
“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”).”
UMB FINANCIAL CORP shareholders approved The approval of an amendment to the UMB Financial Corporation Omnibus Incentive Compensation Plan to increase the maximum number of shares available for issuance thereunder by 1.85 million shares. at the 2024-04-30 meeting.
“4. The approval of an amendment to the UMB Financial Corporation Omnibus Incentive Compensation Plan to increase the maximum number of shares available for issuance thereunder by 1.85 million shares. The proposal received the following votes: For Against Abstain Broker Non-Votes 38,066,190 3,107,535 92,068 2,725,238”
UMB FINANCIAL CORP shareholders approved Ratification of the Corporate Audit Committee's engagement KPMG LLP to serve as the Company's independent registered public accounting firm for 2024. at the 2024-04-30 meeting.
“3. Ratification of the Corporate Audit Committee's engagement KPMG LLP to serve as the Company's independent registered public accounting firm for 2024. The proposal received the following votes: For Against Abstain Broker Non-Votes 43,754,558 216,493 19,980 —”
UMB FINANCIAL CORP shareholders approved Advisory vote (non-binding) on the compensation paid to our named executive officers. at the 2024-04-30 meeting.
“2. Advisory vote (non-binding) on the compensation paid to our named executive officers. For Against Abstain Broker Non-Votes 40,082,723 1,020,043 163,027 2,725,238”
UMB FINANCIAL CORP shareholders approved Election of 11 directors to hold office until the 2025 annual meeting of shareholders. at the 2024-04-30 meeting.
“1. Election of 11 directors to hold office until the 2025 annual meeting of shareholders. The nominees for the directorships received the following votes: Director For Against Abstain Broker Non-Votes Robin C. Beery 40,384,933 852,463 28,397 2,725,238 Janine A. Davidson 40,123,989 1,119,025 22,779 2,725,238 Kevin C. Gallagher 40,475,838 754,977 34,978 2,725,238 Greg M. Graves 37,839,421 3,395,043 31,329 2,725,238 J. Mariner Kemper 40,314,006 919,613 32,174 2,725,238 Gordon E. Lansford, III 40,497,155 745,486 23,152 2,725,238 Timothy R. Murphy 40,521,905 721,100 22,788 2,725,238 Tamara M. Peterman 40,176,828 1,060,135 28,830 2,725,238 Kris A. Robbins 39,827,870 1,414,758 23,165 2,725,238 L. Joshua Sosland 38,663,537 2,555,261 46,995 2,725,238 Leroy J. Williams, Jr. 40,560,004 677,045 28,744 2,725,238 Based on the votes set forth above, each of the nominees was elected to serve as a director until the annual meeting in 2025.”
UMB FINANCIAL CORP entered into Agreement and Plan of Merger with Heartland Financial USA, Inc. and Blue Sky Merger Sub Inc. (effective 2024-04-28).
“On April 28, 2024 (the “Signing Date”), UMB Financial Corporation, a Missouri corporation (the “Company”) entered into an Agreement and Plan of Merger (the “Merger Agreement”) with Heartland Financial USA, Inc., a Delaware corporation (“HTLF”) and Blue Sky Merger Sub Inc., a Delaware corporation and wholly owned subsidiary of the Company (“Blue Sky Merger Sub”).”
UMB FINANCIAL CORP reported the quarter ended March 31, 2024 results: net income $110.3 million, EPS $2.25 per diluted share.
“UMB Financial Corporation Reports First Quarter 2024 Net Income of $110.3 Million and Net Operating Income (i) of $120.7 Million.”
James D. Rine changed role as President at UMB FINANCIAL CORP.
“James D. Rine, age 53, has been promoted to President of the Company, effective as of January 29, 2024.”
UMB FINANCIAL CORP reported financial results for the quarter and year ended December 31, 2023.
“Item 2.02 Results of Operations and Financial Condition On January 30, 2024, UMB Financial Corporation (the "Company") issued a press release announcing the financial results for the Company for the quarter and year ended December 31, 2023.”
UMB FINANCIAL CORP reported financial results for the quarter and period ended September 30, 2023.
“On October 24, 2023, UMB Financial Corporation (the “Company”) issued a press release announcing the financial results for the Company for the quarter and period ended September 30, 2023.”
Alexander C. Kemper resigned as Director at UMB FINANCIAL CORP.
“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.”
UMB FINANCIAL CORP reported financial results for for the quarter and period ended June 30, 2023.
“On July 25, 2023, UMB Financial Corporation (the “Company”) issued a press release announcing the financial results for the Company for the quarter and period ended June 30, 2023.”
UMB FINANCIAL CORP shareholders approved Ratification of the Corporate Audit Committee's engagement KPMG LLP to serve as the Company's independent registered public accounting firm for 2023. at the 2023-04-25 meeting.
“Ratification of the Corporate Audit Committee's engagement KPMG LLP to serve as the Company's independent registered public accounting firm for 2023. The proposal received the following votes: For Against Abstain Broker Non-Votes 44,955,726 124,733 15,240 —”
UMB FINANCIAL CORP shareholders voted on Advisory vote (non-binding) on the frequency of future advisory votes on the compensation paid to our named executive officers. at the 2023-04-25 meeting.
“Advisory vote (non-binding) on the frequency of future advisory votes on the compensation paid to our named executive officers. One Year Two Years Three Years Abstain Broker Non-Votes 36,771,433 62,500 5,810,175 256,976 2,194,615”
UMB FINANCIAL CORP shareholders approved Advisory vote (non-binding) on the compensation paid to our named executive officers. at the 2023-04-25 meeting.
“Advisory vote (non-binding) on the compensation paid to our named executive officers. For Against Abstain Broker Non-Votes 41,631,154 1,074,770 195,160 2,194,615”
UMB FINANCIAL CORP shareholders approved Election of 12 directors to hold office until the 2024 annual meeting of shareholders. at the 2023-04-25 meeting.
“Election of 12 directors to hold office until the 2024 annual meeting of shareholders. The nominees for the directorships received the following votes:”
UMB FINANCIAL CORP reported financial results for the quarter ended March 31, 2023.
“On April 25, 2023, UMB Financial Corporation (the “Company”) issued a press release announcing the financial results for the Company for the quarter ended March 31, 2023.”
UMB FINANCIAL CORP: Amended bylaws to reduce special meeting threshold from 50% to 20% and reinstate cumulative voting for director elections (effective 2023-04-13).
“On April 13, 2023, the Board of Directors (the “Board”) of UMB Financial Corporation (the “Company”) amended the Company’s bylaws (as amended, the “Bylaws”) to: (i) reduce the percentage of shares of the Company’s common stock required to call a special meeting from 50% to 20%, and (ii) reinstate cumulative voting for director elections.”
James Cornelius retired as President of Institutional Banking at UMB FINANCIAL CORP.
“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.”
UMB FINANCIAL CORP: Amended Bylaws to add virtual meeting flexibility, raise special meeting threshold to 50%, update director nomination and voting standards, eliminate cumulative voting, and make other technical changes (effective 2023-01-24).
“On January 24, 2023, the Board of Directors (the “Board”) of UMB Financial Corporation (the “Company”) approved revised Bylaws (as amended, the “Bylaws”) to: (i) add flexibility in setting shareholder meetings, including with respect to expressly including virtual meetings; (ii) allow shareholders owning fifty percent (50%) or more of the outstanding shares of the Company’s stock to call a special meeting (previously, shareholders owning a minimum of one-fifth of the outstanding shares could call a meeting); (iii) for any shareholder nominations, require the shareholder to comply with all applicable requirements of the Securities Exchange Act of 1934 as amended, including, without limitation, Rule 14a-19(b) promulgated under the Securities Exchange Act of 1934 as amended, and to provide the Company with certain notices with respect thereto; (iv) eliminate cumulative voting; (v) change the voting standard for the election of directors in an uncontested election from a plurality vote req”
UMB FINANCIAL CORP reported financial results for the quarter and year ended December 31, 2022.
“On January 24, 2023, UMB Financial Corporation (the “Company”) issued a press release announcing the financial results for the Company for the quarter and year ended December 31, 2022.”
Facts are extracted by an LLM and gated to those whose source quote is present verbatim in the filing text. Coverage is best-effort while backfill and monitoring mature; this is not yet a full-market index. See methodology.