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Phillip James Mason

CIK 1976804 · President, Inst. Banking · last filed 2026-08-04

Phillip James Mason is a President, Inst. Banking who has filed 23 SEC Form 4 insider transactions across 3 companies since 2023. The most recent filing, for UMBF, was dated Aug 4, 2026. Across all open-market trades the lifetime net is −$267.5K, making them a net seller over the disclosed history. Current disclosed insider exposure totals $1.5M 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.

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Disclosed Exposure

$1.52M

Companies

3

Total Filings

23

Lifetime Open-Market Net

-$267.5K

Holdings By Company

Latest on-record share count from this person's most recent non-derivative Form 4 transaction in each company. Disclosed exposure = shares × current underlying price.
Symbol Role Shares Price Disclosed Exposure Lifetime OM Net Filings Latest Filed
UMBF President, Inst. Banking 9,135 $137.95 $1.26M -$176.8K 8 2026-08-04
UMBFO President, Inst. Banking 9,935 $26.46 $262.9K -$90.7K 6 2026-02-13
UMB FINANCIAL CORP (UMBFP) Delisted President, Inst. Banking 9,794 $25.00 $244.9K $0 6 2025-02-14

Recent Filings

23 filings
Insider activity across all companies, newest first. Form 4 rows are post-trade confirmations (buys, sells, grants, exercises). Notice (144) rows are pre-trade notices of intent to sell restricted or control stock under Rule 144 — they may not all execute. Compare adjacent dates to see which notices became actual sales.
Filed Symbol Action Net Shares Net $ Link
2026-08-04 UMBF Notice (144) −800 -$117.6K EDGAR
2026-08-04 UMBF Sell (S) −800 -$117.6K EDGAR
2026-02-13 UMBFO Tax (F) −41 -$5.4K EDGAR
2026-02-12 UMBFO Tax (F) −65 -$8.6K EDGAR
2026-02-11 UMBFO Tax (F) −201 -$27.0K EDGAR
2026-02-10 UMBFO Mixed +1,450 -$32.4K EDGAR
2026-01-02 UMBFO Tax (F) −297 -$34.2K EDGAR
2025-08-25 UMBF Notice (144) −750 -$90.7K EDGAR
2025-08-25 UMBFO Sell (S) −750 -$90.7K EDGAR
2025-02-14 UMB FINANCIAL CORP (UMBFP) Delisted Tax (F) −35 -$4.0K EDGAR
Showing 1–10 of 23
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Form 4 codes: P = open-market purchase · S = open-market sale · A = grant/award · M = option exercise · F = tax withholding at vest · G = bona-fide gift · D = disposition to issuer · J = other (see filing footnote). Only P / S codes carry directional signal.
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.