Phillip James Mason
CIK 1976804 · President, Inst. Banking · last filed 2026-02-13
"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
$861.0K
Companies
3
Total Filings
19
Lifetime Open-Market Net
-$149.9K
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 |
|---|---|---|---|---|---|---|---|
| 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 · Page 2 of 2
19 filingsForm 4 transactions across all companies, newest first.
| Filed | Symbol | Action | Net Shares | Net $ | Link |
|---|---|---|---|---|---|
| 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 |
| 2024-02-14 | UMBF | Tax (F) | −39 | -$3.2K | EDGAR |
| 2024-02-13 | UMBF | Tax (F) | −160 | -$13.1K | EDGAR |
| 2024-02-12 | UMBF | Grant (A) | +1,322 | $0 | EDGAR |
| 2024-01-31 | UMBF | Mixed | +795 | -$38.8K | EDGAR |
| 2023-12-06 | UMBF | Tax (F) | −9 | -$845 | EDGAR |
Showing 11–19 of 19
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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.