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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 2024-04-29 Capital/Financing Update
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
424B4
Capital/Financing Update Classification · 95% confidence The document is a prospectus supplement filed pursuant to Rule 424(b)(4) related to a forward sale agreement and public offering of common stock by UMB Financial Corporation. It includes detailed terms of the offering, underwriting information, risk factors, and use of proceeds. The document is a registration and offering prospectus supplement, which is a type of capital raising disclosure. It is not a financial report, earnings release, management discussion, or regulatory filing. The content clearly relates to a capital/financing update regarding the issuance and sale of shares and forward sale agreements. Therefore, the appropriate classification is Capital/Financing Update (CAP). The document length and detail support a high confidence level.
2024-04-29 English
424B5
Capital/Financing Update Classification · 100% confidence The document is a preliminary prospectus supplement filed pursuant to Rule 424(b)(5) under the Securities Act, related to a forward sale agreement and common stock offering by UMB Financial Corporation. It includes detailed terms of the offering, underwriting arrangements, risk factors, and use of proceeds. This type of document is a capital markets offering document, specifically a prospectus supplement, which is used to update or supplement a base prospectus for securities offerings. It is not an annual report, earnings release, management discussion, or any other report type. It is clearly a Capital/Financing Update as it relates to a new equity offering and forward sale agreement. Therefore, the correct classification is Capital/Financing Update (CAP). The document length and content confirm it is not a mere announcement but a substantive offering document. Confidence is high due to explicit references to securities offering, underwriting, and forward sale agreement terms.
2024-04-29 English
8-K
M&A Activity Classification · 100% 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 a detailed merger agreement between UMB Financial Corporation and Heartland Financial USA, Inc., including terms of the merger, treatment of equity awards, governance changes, closing conditions, and termination fees. The document is not a full annual or quarterly report, nor is it a simple announcement or certification. It is a detailed disclosure of a merger transaction, which fits the category of M&A Activity filings. The presence of the term 'Merger Agreement' and detailed merger terms confirms this classification. The document length (15,000 characters) and detailed content confirm it is the actual filing, not just an announcement or summary.
2024-04-29 English
8-K
Earnings Release Classification · 95% confidence The document is a Form 8-K current report filed with the SEC by UMB Financial Corporation. It announces the financial results for the quarter ended March 31, 2024, via a press release attached as Exhibit 99.1, and also includes an investor presentation dated April 29, 2024, attached as Exhibit 99.2. The document states that the press release and presentation are being furnished and are not "filed" with the SEC, indicating this is an announcement of results rather than the full earnings report itself. The document also includes announcements of a dividend declaration and share repurchase authorization. The length is 5644 characters, which is relatively short and consistent with a regulatory announcement rather than a full financial report. The primary content is the announcement of quarterly financial results and related investor materials, which fits the definition of an Earnings Release (ER). Therefore, the appropriate classification is Earnings Release (ER).
2024-04-29 English
425 Filing
M&A Activity Classification · 100% confidence The document is a Form 8-K filed with the SEC, dated April 29, 2024, reporting a material definitive agreement related to a merger transaction between UMB Financial Corporation and Heartland Financial USA, Inc. The text includes detailed descriptions of the merger agreement terms, governance changes, closing conditions, and termination fees. It is a current report disclosing a significant corporate event (merger agreement) rather than a full annual or quarterly report, earnings release, or other financial statement. The presence of the merger agreement and related transaction details clearly indicates this is an M&A Activity filing. The document is substantive and not merely an announcement or certification, so it is not Regulatory Filings or Report Publication Announcement. Therefore, the correct classification is M&A Activity (TAR).
2024-04-29 English
Regulatory Filings 2024
Regulatory Filings Classification · 60% confidence The provided document text appears to be encoded or encrypted and does not contain any readable content, keywords, regulatory headers, or references to specific report types, fiscal periods, or regulatory bodies. Without any discernible information or context, it is impossible to classify this document as any specific filing type. According to the fallback rule, when a document does not fit any specific category, it should be classified as a Regulatory Filing (RNS). The document length is 15,000 characters, which is substantial, but the content is not interpretable. Therefore, the best classification is RNS with moderate confidence due to lack of readable content.
2024-04-19 English

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