Phillip James Mason
CIK 1976804 · President, Inst. Banking · last filed 2026-08-04
"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 · Page 2 of 3
23 filingsInsider 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 |
|---|---|---|---|---|---|
| 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 |
| 2025-02-10 | UMB FINANCIAL CORP (UMBFP) Delisted | Grant (A) | +1,443 | $0 | EDGAR |
| 2025-02-03 | UMB FINANCIAL CORP (UMBFP) Delisted | Grant (A) | +4,453 | $0 | EDGAR |
| 2025-01-29 | UMBF | Mixed | +542 | -$35.4K | EDGAR |
| 2024-08-26 | UMBF | Sell (S) | −574 | -$59.2K | EDGAR |
| 2024-08-23 | UMBF | Notice (144) | −574 | -$59.2K | EDGAR |
| 2024-02-14 | UMBF | Tax (F) | −39 | -$3.2K | EDGAR |
| 2024-02-13 | UMBF | Tax (F) | −160 | -$13.1K | EDGAR |
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.
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.