Lewis Elizabeth Theresa 4
Research Summary
AI-generated summary
UMB Financial (UMBF) President Elizabeth Lewis Receives Award
What Happened
- Elizabeth Theresa Lewis, President — Consumer Banking at UMB Financial (UMBF), was granted 1,618 restricted share units (RSUs) on 2026-02-09 (award, code A). Separately, 240 shares were disposed on 2026-02-07 as a tax/withholding-related transaction (code F) at $134.32 per share, totaling $32,237.
- The RSU grant shows a $0.00 acquisition price (typical for compensation awards). The filing indicates the 240-share disposition relates to dividends earned upon vesting of the underlying RSUs.
Key Details
- Transactions:
- 2026-02-07: 240 shares disposed (tax withholding/other settlement) at $134.32 each = $32,237 (code F).
- 2026-02-09: 1,618 RSUs granted at $0.00 (code A).
- Shares owned after these transactions: not specified in this filing.
- Footnotes: F1 — the 240-share disposition reflects dividends earned upon vesting of the underlying RSU; F2 — the RSUs vest 33% on 2/9/2027, 33% on 2/9/2028 and 34% on 2/9/2029.
- Filing timeliness: filing date 2026-02-10; no late filing flag was indicated in the provided data.
Context
- The 1,618-item entry is a standard restricted stock unit award (compensation), which vests over three years per the schedule above; it carries no immediate cash outlay by the insider.
- The 240-share disposition is a routine tax/withholding transaction (code F) tied to RSU vesting/dividend treatment and does not necessarily signal a voluntary open-market sale or change in view on the company.