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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 2023-04-13 Board/Management Inform…
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
Board/Management Information Classification · 95% confidence The document is a Form 8-K Current Report filed with the SEC, dated April 13, 2023. It reports an amendment to the company's bylaws, specifically changes to the percentage of shares required to call a special meeting and reinstatement of cumulative voting for director elections. The document includes a summary of the bylaw changes and references the full bylaws as an exhibit. There are no financial statements or detailed financial data presented. The primary content is about corporate governance changes, specifically amendments to bylaws, which falls under Board/Management Information. The document length is 3408 characters, which is relatively short and consistent with a Form 8-K reporting governance changes rather than a full report. Therefore, the appropriate classification is MANG (Board/Management Information).
2023-04-13 English
8-K
Earnings Release Classification · 95% confidence The document is a Form 8-K filed with the SEC, which is a current report used to announce unscheduled material events or corporate changes. The content focuses on preliminary financial metrics for the first quarter of 2023, including deposits, loans, and loan-to-deposit ratios, but explicitly states these are preliminary and that full results will be reported later. The document also clarifies that the information is being furnished and not filed, indicating it is not a full earnings release but an update on financial condition. The length is 5816 characters, which is relatively short and consistent with a current report rather than a full quarterly or annual report. The document does not contain comprehensive financial statements or detailed analysis typical of an Interim/Quarterly Report (IR) or Annual Report (10-K). Instead, it provides a financial update and preliminary metrics, which aligns with the definition of an Earnings Release (ER) as an initial announcement of quarterly financial results with key highlights only. Therefore, the most appropriate classification is Earnings Release (ER).
2023-04-03 English
8-K
Investor Presentation Classification · 95% confidence The document is a Form 8-K filed with the SEC, which is a current report used to announce unscheduled material events or corporate changes. The text mentions Item 7.01 Regulation FD Disclosure and includes an Exhibit 99.1 described as an 'Investor Slide' presentation. The document states that the information is being furnished and not filed, typical for investor presentations attached to 8-K filings. The document length is 4290 characters, which is relatively short and mainly serves as an announcement with an attached presentation. Therefore, this is not a full financial report or earnings release but an investor presentation attached to a current report. The best fitting category is Investor Presentation (IP).
2023-03-27 English
PRIMARY DOCUMENT
Director's Dealing
2023-03-14 English
DEF 14A
Proxy Solicitation & Information Statement
2023-03-14 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 announce unscheduled material events or corporate changes. The content focuses on a Regulation FD Disclosure providing additional information about the company's financial condition, liquidity, capital ratios, and credit quality amid recent industry events. It includes detailed financial metrics and qualitative descriptions but does not present a full financial report like an annual or quarterly report. The document explicitly states that the information is "being furnished and shall not be deemed to be 'filed'" and is not incorporated by reference into other filings, which is typical for 8-K disclosures. The document is not a full Annual Report (10-K), Interim Report (IR), Earnings Release (ER), or any other detailed financial report. It is a regulatory filing providing material information to investors outside of scheduled reports. Therefore, the appropriate classification is Regulatory Filings (RNS). The document length (7586 characters) and detailed financial data support this classification with high confidence.
2023-03-13 English

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