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UMB FINANCIAL CORP — Investor Relations & Filings

Ticker · UMBF ISIN · US9027881088 LEI · 549300MGEH3N3CUCV828 US Financial and insurance activities
Filings indexed 3,382 across all filing types
Latest filing 2023-07-25 Earnings Release
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
8-K
Earnings Release Classification · 95% confidence The document is a Form 8-K filed with the SEC, dated July 25, 2023, by UMB Financial Corporation. It announces the financial results for the quarter ended June 30, 2023, a dividend declaration, and a share repurchase authorization. It includes a press release (Exhibit 99.1) and investor presentation materials (Exhibit 99.2). The document explicitly states that the press release is being furnished and is not "filed" for SEC purposes, indicating it is an announcement rather than the full earnings report itself. The presence of an investor presentation also supports this. The document is primarily an announcement of quarterly financial results and related corporate actions, typical of an Earnings Release. It is not a full quarterly report (IR) because it does not contain substantive financial statements or detailed analysis, only a press release and presentation. Therefore, the best classification is Earnings Release (ER).
2023-07-25 English
8-K/A
Declaration of Voting Results & Voting Rights Announcements Classification · 95% confidence The document is a Form 8-K/A filed with the SEC, specifically an amendment to a previous Form 8-K. It reports the final voting results of the company's 2023 Annual Meeting of Shareholders, focusing on the advisory vote frequency on executive compensation. The content is about the results of shareholder voting and the company's decision following that vote. The document is relatively short (4371 characters) and primarily discloses voting results rather than the full AGM materials or the annual report. Therefore, it fits best under the category of Declaration of Voting Results & Voting Rights Announcements (DVA).
2023-07-25 English
11-K
Annual Report Classification · 100% confidence The document is titled 'FORM 11-K' and is an annual report pursuant to Section 15(d) of the Securities Exchange Act of 1934 for the fiscal year ended December 31, 2022. It contains detailed financial statements, including statements of net assets available for benefits, changes in net assets, notes to financial statements, and an independent auditor's report. The content is comprehensive and includes substantive financial data and analysis for the UMB Profit Sharing and 401(k) Savings Plan. The presence of the auditor's opinion and detailed financial disclosures confirms this is the actual report, not just an announcement or certification. Therefore, the document fits the definition of an Annual Report (10-K) for an employee benefit plan, which is filed on Form 11-K with the SEC.
2023-06-28 English
PRIMARY DOCUMENT
Director's Dealing
2023-06-05 English
PRIMARY DOCUMENT
Director's Dealing
2023-06-05 English
Regulatory Filings 2023
Regulatory Filings
2023-06-05 English

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