Margaret Lazo
CIK 1982717 · last filed 2026-05-04
Margaret Lazo is a corporate insider who has filed 7 SEC Form 4 insider transactions across 3 companies since 2023. The most recent filing shows the insider was granted $15.0K of UMBFO on May 4, 2026. Current disclosed insider exposure totals $119.6K 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.
$119.6K
3
7
$0
Holdings By Company
| Symbol | Role | Shares | Price | Disclosed Exposure | Lifetime OM Net | Filings | Latest Filed |
|---|---|---|---|---|---|---|---|
| UMBFO | Director | 4,562 | $26.21 | $119.6K | $0 | 2 | 2026-05-04 |
| UMB FINANCIAL CORP (UMBFP) Delisted | Director | 3,660 | $25.00 | $91.5K | $0 | 1 | 2025-02-04 |
| HEARTLAND FINANCIAL USA INC (HTLFP) Delisted | Director | 0 | $25.05 | $0 | $0 | 4 | 2025-02-03 |
Recent Filings
7 filings| Filed | Symbol | Action | Net Shares | Net $ | Link |
|---|---|---|---|---|---|
| 2026-05-04 | UMBFO | Grant (A) | +116 | $15.0K | EDGAR |
| 2026-02-02 | UMBFO | Grant (A) | +786 | $99.9K | EDGAR |
| 2025-02-04 | UMB FINANCIAL CORP (UMBFP) Delisted | Grant (A) | +3,660 | $0 | EDGAR |
| 2025-02-03 | HEARTLAND FINANCIAL USA INC (HTLFP) Delisted | Disp (D) | −6,655 | $0 | EDGAR |
| 2024-06-24 | HEARTLAND FINANCIAL USA INC (HTLFP) Delisted | Exer (M) | +4,598 | $0 | EDGAR |
| 2024-05-23 | HEARTLAND FINANCIAL USA INC (HTLFP) Delisted | Grant (A) | — | $0 | EDGAR |
| 2023-06-26 | HEARTLAND FINANCIAL USA INC (HTLFP) Delisted | Grant (A) | — | $0 | 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.