Lewis Elizabeth Theresa 4
Research Summary
AI-generated summary
UMB Financial (UMBF) President Elizabeth Lewis Surrenders 89 Shares for Taxes
What Happened
- Elizabeth Theresa Lewis, President — Consumer Banking at UMB Financial Corp (UMBF), disposed of 89 shares on Feb 9, 2026 to satisfy a tax withholding obligation related to vested restricted stock units. The shares were valued at $134.29 each, totaling $11,952. Transaction code F indicates payment of exercise price or tax liability.
Key Details
- Transaction date: 2026-02-09; Filing date: 2026-02-11 (filed within the normal 2-business-day window).
- Shares disposed: 89 at $134.29 per share; total value reported $11,952.
- Transaction code: F (payment of exercise price or tax liability — here used to cover taxes on vested RSUs).
- Footnotes: F1 notes dividends earned upon vesting of the underlying RSU; F2 references ESOP allocations/dispositions since the last ownership report.
- Shares owned after transaction: not specified in the provided filing.
Context
- This was a tax-withholding disposition tied to RSU vesting, not an open-market sale intended to change exposure. Such withholding transactions are routine and do not necessarily signal insider sentiment about the stock. Purchases or open-market sales by insiders typically carry more informational weight for investors.