Nikki Farentino Newton
CIK 1785000 · President, Private Wealth Mgmt · last filed 2026-08-04
Nikki Farentino Newton is a President, Private Wealth Mgmt who has filed 38 SEC Form 4 insider transactions across 3 companies since 2020. The most recent filing, for UMBF, was dated Aug 4, 2026. Across all open-market trades the lifetime net is −$971.1K, making them a net seller over the disclosed history. Current disclosed insider exposure totals $1.9M across reported positions.
"Disclosed insider exposure" sums this person's most-recently-reported share counts across each company they're an insider in, multiplied by the current underlying price. It is not net worth — it misses retail holdings, private investments, real estate, index funds, and any company where the person isn't an SEC-reporting insider. For informational purposes only.
Charts
Trading activity, where the exposure sits, and each trade against the stock price.
UMBF price and trades
Daily close with each Form 4 filing on this company marked: green = open-market buy, red = open-market sale, purple = grants, exercises, gifts and other non-market transactions. Marker size scales with the dollar value.
Shares held
Shares owned after each reported transaction on this company (direct holdings as reported).
Open-market buying and selling
by monthDollar value of open-market purchases (code P, up) and sales (code S, down) across all companies, by filing month. Grants, exercises and gifts are excluded.
Exposure by company
latestMost recently reported shares × current price. Faded bars (*) have had no filing in 3 years, so the person may no longer hold them. Click a bar to chart that company.
Filer Profile
KANSAS CITY, MO 64106
Holdings By Company
| Symbol | Role | Shares | Price | Disclosed Exposure | Lifetime OM Net | Filings | Latest Filed |
|---|---|---|---|---|---|---|---|
| UMBF | President, Private Wealth Mgmt | 12,056 | $131.10 | $1.58M | -$730.8K | 18 | 2026-08-04 |
| UMBFO | President, Private Wealth Mgmt | 14,056 | $25.74 | $361.8K | -$137.9K | 7 | 2026-02-13 |
| UMB FINANCIAL CORP (UMBFP) Delisted | President, Private Wealth Mgmt | 15,625 | $25.00 | $390.6K | -$102.4K | 7 | 2025-03-11 |
Recent Filings
38 filings| Filed | Symbol | Action | Net Shares | Net $ | Link |
|---|---|---|---|---|---|
| 2026-08-04 | UMBF | Notice (144) | −2,000 | -$297.2K | EDGAR |
| 2026-08-04 | UMBF | Sell (S) | −2,000 | -$297.2K | EDGAR |
| 2026-02-13 | UMBFO | Tax (F) | −87 | -$11.5K | EDGAR |
| 2026-02-12 | UMBFO | Tax (F) | −144 | -$19.1K | EDGAR |
| 2026-02-11 | UMBFO | Tax (F) | −236 | -$31.7K | EDGAR |
| 2026-02-10 | UMBFO | Mixed | +1,394 | -$32.2K | EDGAR |
| 2026-01-02 | UMBFO | Tax (F) | −667 | -$76.7K | EDGAR |
| 2025-11-05 | UMBFO | Sell (S) | −1,300 | -$137.9K | EDGAR |
| 2025-11-04 | UMBF | Notice (144) | −1,300 | -$137.9K | EDGAR |
| 2025-07-31 | UMBFO | Tax (F) | −682 | -$74.5K | EDGAR |
Notice (144 / 144/A): Form 144 is a notice of intent to sell restricted/control stock under Rule 144, filed before the sale; 144/A is an amendment. Many notices are pre-scheduled under Rule 10b5-1 plans. A Form 4 with code S typically follows within a few days when the planned sale executes; missing follow-up Form 4s suggest the notice was cancelled or modified.