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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 2024-05-02 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
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 relates to merger communications. It contains excerpts from an article discussing UMB Financial Corporation's decision to acquire Heartland Financial USA, Inc. (HTLF), including forward-looking statements and cautionary notes. The document references the upcoming filing of a Registration Statement on Form S-4, which will include a joint proxy statement/prospectus related to the transaction. It also provides information about where to find further filings and proxy statements related to the transaction and the companies involved. The content is focused on the merger transaction and related proxy solicitation information, not a full merger proxy statement or definitive merger filing itself. Given the nature of the document as a Rule 425 communication (a preliminary merger communication), it fits best under the category of Merger & Acquisition (MA) filings, which include merger communications such as Form 425. The document is lengthy (over 13,000 characters) and contains substantive information about the transaction, not merely an announcement or a brief notice, so it is not a Regulatory Filing (RNS) or Report Publication Announcement (RPA). Therefore, the appropriate classification is Merger & Acquisition (MA).
2024-05-02 English
Regulatory Filings 2024
Regulatory Filings
2024-05-01 English
Regulatory Filings 2024
Regulatory Filings
2024-05-01 English
Regulatory Filings 2024
Regulatory Filings
2024-05-01 English
Regulatory Filings 2024
Regulatory Filings
2024-05-01 English
8-K
Capital/Financing Update Classification · 95% confidence The document is a Form 8-K filed with the SEC, which is a Current Report used to announce major events that shareholders should know about. The content describes the entry into a material definitive agreement related to underwriting and forward sale agreements for shares of common stock. It details the exercise of an option to purchase additional shares and references exhibits containing the agreements. There are no financial statements or comprehensive financial data presented, only disclosures about financing agreements and transactions. This fits the category of Capital/Financing Update (CAP), which covers updates on company fundraising, financing activities, or capital structure changes. The document length is over 5,000 characters and contains substantive information about financing agreements, not just an announcement of a report or a certification. Therefore, the correct classification is CAP with high confidence.
2024-05-01 English

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