Phillip James Mason
CIK 1976804 · President, Inst. Banking · last filed 2026-02-13
Phillip James Mason is a President, Inst. Banking who has filed 19 SEC Form 4 insider transactions across 3 companies since 2023. The most recent filing shows the insider had shares withheld for taxes covering $5.4K of UMBFO on Feb 13, 2026. Across all open-market trades the lifetime net is −$149.9K, making them a net seller over the disclosed history. Current disclosed insider exposure totals $861.0K 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.
$861.0K
3
19
-$149.9K
Holdings By Company
| Symbol | Role | Shares | Price | Disclosed Exposure | Lifetime OM Net | Filings | Latest Filed |
|---|---|---|---|---|---|---|---|
| UMBFO | President, Inst. Banking | 9,935 | $26.58 | $264.1K | -$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 |
| UMBF | President, Inst. Banking | 4,409 | $135.37 | $597.0K | -$59.2K | 7 | 2025-01-29 |
Recent Filings
19 filings| Filed | Symbol | Action | Net Shares | Net $ | Link |
|---|---|---|---|---|---|
| 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 | UMBFO | Sell (S) | −750 | -$90.7K | EDGAR |
| 2025-02-14 | UMB FINANCIAL CORP (UMBFP) Delisted | Tax (F) | −35 | -$4.0K | EDGAR |
| 2025-02-13 | UMB FINANCIAL CORP (UMBFP) Delisted | Tax (F) | −27 | -$3.1K | EDGAR |
| 2025-02-12 | UMB FINANCIAL CORP (UMBFP) Delisted | Tax (F) | −49 | -$5.5K | EDGAR |
| 2025-02-11 | UMB FINANCIAL CORP (UMBFP) Delisted | Tax (F) | −148 | -$16.9K | EDGAR |