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 $120.7K 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

$120.7K

Companies

3

Total Filings

7

Lifetime Open-Market Net

$0

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 Director 4,562 $26.45 $120.7K $0 2 2026-05-04
UMBFP Director 3,660 $25.00 $0 1 2025-02-04
HTLFP Director 0 $25.05 $0 4 2025-02-03

Recent Filings

7 filings
Form 4 transactions across all companies, newest first.
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 UMBFP Grant (A) +3,660 $0 EDGAR
2025-02-03 HTLFP Disp (D) −6,655 $0 EDGAR
2024-06-24 HTLFP Exer (M) +4,598 $0 EDGAR
2024-05-23 HTLFP Grant (A) $0 EDGAR
2023-06-26 HTLFP Grant (A) $0 EDGAR
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.