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UMB FINANCIAL CORP — Investor Relations & Filings

Ticker · UMBF ISIN · US9027881088 LEI · 549300MGEH3N3CUCV828 US Financial and insurance activities
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Filings indexed 3,382 across all filing types
Latest filing 2024-06-13 Merger & Acquisition
Country US United States of America
Listing US UMBF

About UMB FINANCIAL CORP

https://www.umb.com/

UMB Financial Corp. is a bank holding company that provides a comprehensive suite of financial services for individual, institutional, and commercial clients. Its offerings are segmented into personal banking, commercial banking, and asset servicing. Personal banking solutions include a range of deposit products like checking and savings accounts, credit cards, and lending services such as home mortgages, auto loans, and home equity lines of credit. The company also provides wealth management and Health Savings Accounts (HSAs). For commercial and institutional clients, services include commercial lending, treasury management, investment solutions, and asset servicing. UMB supports its clients with digital banking platforms and financial education resources.

Recent filings

Filing Released Lang Actions
S-4
Merger & Acquisition Classification · 100% confidence The document is a Form S-4 registration statement filed with the SEC, dated June 13, 2024, related to a proposed merger between UMB Financial Corporation and Heartland Financial USA, Inc. It includes a joint proxy statement/prospectus, details about the merger agreement, voting proposals for shareholders, and information about the special meetings to approve the merger and related corporate actions. The document is a comprehensive filing used to register securities in connection with a merger transaction and includes merger-related disclosures and proxy solicitation information. This type of filing is specifically related to merger and acquisition activity and proxy solicitation for shareholder votes on the merger. Therefore, the document fits best under the category of Merger & Acquisition filings (MA), which cover merger, acquisition, and tender-offer filings including proxy statements related to mergers.
2024-06-13 English
425 Filing
Merger & Acquisition Classification · 95% confidence The document is a communication pursuant to Rule 425 of the Securities Act of 1933 and Rule 14a-12 of the Securities Exchange Act of 1934, related to a merger transaction between UMB Financial Corporation and Heartland Financial USA Inc. It contains forward-looking statements, details about the merger, and references to forthcoming filings such as a Registration Statement on Form S-4 and a joint proxy statement/prospectus. The document is not a full financial report but rather an announcement and informational communication about the merger and related proxy solicitation. It also includes disclaimers and instructions for investors to read the formal filings when available. Given the nature of the content, this document fits best as a Merger & Acquisition (MA) filing, which covers merger communications and related announcements under SEC rules like Rule 425.
2024-06-13 English
8-K
Regulatory Filings Classification · 95% confidence The document is a Form 8-K filed with the SEC, which is a current report used to disclose unscheduled material events or corporate changes. The content focuses on a clarification regarding management's comments on special mention loans disclosed in a prior Form 10-Q for the quarter ended March 31, 2024. It does not contain actual financial statements or detailed financial analysis but rather a management clarification and update. The document is relatively short (3973 characters) and serves as a regulatory disclosure rather than a full financial report. Therefore, it fits best under Regulatory Filings (RNS), which is the fallback category for miscellaneous filings that do not fit other specific categories.
2024-06-10 English
425 Filing
Merger & Acquisition Classification · 95% confidence The document is a communication pursuant to Rule 425 of the Securities Act of 1933 and Rule 14a-12 of the Securities Exchange Act of 1934, which are related to merger communications and proxy solicitation. It contains forward-looking statements about a merger transaction between UMB Financial Corporation and Heartland Financial USA, Inc. It references the forthcoming filing of a Registration Statement on Form S-4, which will include a joint proxy statement/prospectus for shareholder approval of the transaction. The document also provides information about where to find related SEC filings and proxy statements, and details about participants in the solicitation. There are no actual financial statements or detailed financial analysis in this document; it is primarily an announcement and informational communication related to a merger transaction and proxy solicitation. This fits the category of Merger & Acquisition filings, specifically Rule 425 communications, which are part of the merger communications process. Therefore, the appropriate classification is MA (Merger & Acquisition).
2024-06-10 English
PRIMARY DOCUMENT
Director's Dealing
2024-06-04 English
PRIMARY DOCUMENT
Director's Dealing
2024-06-04 English

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