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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 2022-09-26 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
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. The content describes the entry into a material definitive agreement related to an underwriting agreement for issuing subordinated notes, including details about the offering and its expected closing. It also includes a press release about the pricing of the notes. There are no financial statements or detailed financial analysis present, only an announcement of a financing transaction. This fits the category of Capital/Financing Update (CAP), which covers updates on company fundraising and financing activities. The document length is 7339 characters, which is sufficient for a detailed announcement but does not constitute a full financial report like an Annual or Interim Report. Therefore, the correct classification is CAP with high confidence.
2022-09-26 English
424B2
Capital/Financing Update Classification · 95% confidence The document is a detailed prospectus supplement and base prospectus for a $110 million fixed-to-fixed rate subordinated notes offering by UMB Financial Corporation. It includes detailed terms of the notes, risk factors, use of proceeds, underwriting information, and legal disclaimers. The document is a registration statement filed pursuant to Rule 424(b)(2), which is a type of prospectus supplement used in securities offerings. This type of document is related to capital raising and financing activities, specifically the issuance of debt securities. It is not an annual report, earnings release, management discussion, or any other type of report. It is a capital/financing update describing a new debt offering. Therefore, the appropriate classification is Capital/Financing Update (CAP). The document length is substantial (15,000 characters), and it contains detailed offering information, not just an announcement or a brief notice, so it is not a Report Publication Announcement or Regulatory Filing. Confidence is high given the clear nature of the document as a prospectus supplement for a debt offering.
2022-09-26 English
FWP
Capital/Financing Update Classification · 95% confidence The document is titled 'Pricing Term Sheet' and relates to a $110 million fixed-to-fixed rate subordinated notes offering by UMB Financial Corporation. It includes detailed terms of the debt issuance such as interest rates, maturity, redemption options, use of proceeds, underwriters, and regulatory compliance notes. The document is filed pursuant to Rule 433, which is used for free writing prospectuses related to registered securities offerings. This is a capital markets financing document providing detailed terms of a debt issuance, not a financial report, earnings release, or management discussion. Therefore, it fits best under the category of Capital/Financing Update (CAP). The document length is sufficient and contains substantive information about the financing terms, not just an announcement or a brief summary, so it is not an RPA or RNS. Confidence is high given the clear nature of the document as a term sheet for a debt offering.
2022-09-23 English
424B5
Capital/Financing Update Classification · 95% confidence The document is a preliminary prospectus supplement and base prospectus related to a securities offering by UMB Financial Corporation. It includes detailed terms of a fixed-to-fixed rate subordinated notes offering, risk factors, use of proceeds, underwriting details, and legal matters. The document is a registration statement filed pursuant to Rule 424(b)(5) under the Securities Act of 1933, which is typical for capital raising activities. It is not a financial report, earnings release, or management discussion, nor is it a regulatory filing or announcement of a report. The content clearly relates to a capital/financing update describing the terms and conditions of a debt securities offering. Therefore, the appropriate classification is Capital/Financing Update (CAP). The document length and detail support a high confidence level.
2022-09-23 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 specific events. The content describes a notice sent to directors and executive officers about a blackout period related to the company's employee benefit plans, specifically the 401(k) and ESOP plans. It includes details about the blackout period timing and restrictions on transactions during that period. There is no financial data, earnings information, or detailed report content. The document is primarily an announcement of a specific event affecting trading under employee benefit plans, not a financial report or earnings release. Given the nature of the content and the Form 8-K format, this fits best under Regulatory Filings (RNS), which is the fallback category for miscellaneous regulatory announcements that do not fit other specific categories.
2022-08-25 English
PRIMARY DOCUMENT
Director's Dealing
2022-08-22 English

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