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Phillip James Mason

CIK: 0001976804

Transaction Breakdown

Open Market Buys (P)0 (0.0%)

High conviction signal

Open Market Sales (S)2 (11.8%)

Position reduction

Option Exercises (M)0 (0.0%)

Derivative conversions

Awards (A)5 (29.4%)

Compensation grants

Other (G, F, J, C, D, …)10 (58.8%)

Gifts, tax withholding, conversions, dispositions to the issuer and other codes

Companies & Roles (1)

UMB FINANCIAL CORP logo
UMBF

UMB FINANCIAL CORP

Officer

Discretionary Trading P&L

Holdings

Transaction History (17 total)

  • UMB FINANCIAL CORP logo
    UMBF

    UMB FINANCIAL CORP

    Aug 4, 2026
    Sale(S)
    Direct
    800 shares at avg. $147.00$118K
  • UMB FINANCIAL CORP logo
    UMBF

    UMB FINANCIAL CORP

    Feb 11, 2026
    Tax Payment(F)
    Direct
    41 shares at avg. $132.16$5K
  • UMB FINANCIAL CORP logo
    UMBF

    UMB FINANCIAL CORP

    Feb 10, 2026
    Tax Payment(F)
    Direct
    65 shares at avg. $132.87$9K
  • UMB FINANCIAL CORP logo
    UMBF

    UMB FINANCIAL CORP

    Feb 9, 2026
    Tax Payment(F)
    Direct
    201 shares at avg. $134.29$27K
  • UMB FINANCIAL CORP logo
    UMBF

    UMB FINANCIAL CORP

    Feb 9, 2026
    Award(A)
    Direct
    1.7K shares-
  • UMB FINANCIAL CORP logo
    UMBF

    UMB FINANCIAL CORP

    Feb 7, 2026
    Tax Payment(F)
    Direct
    241 shares at avg. $134.32$32K
  • UMB FINANCIAL CORP logo
    UMBF

    UMB FINANCIAL CORP

    Dec 31, 2025
    Tax Payment(F)
    Direct
    297 shares at avg. $115.04$34K
  • UMB FINANCIAL CORP logo
    UMBF

    UMB FINANCIAL CORP

    Aug 25, 2025
    Sale(S)
    Direct
    750 shares at avg. $120.97$91K
  • UMB FINANCIAL CORP logo
    UMBF

    UMB FINANCIAL CORP

    Feb 12, 2025
    Tax Payment(F)
    Direct
    35 shares at avg. $112.94$4K
  • UMB FINANCIAL CORP logo
    UMBF

    UMB FINANCIAL CORP

    Feb 11, 2025
    Tax Payment(F)
    Direct
    27 shares at avg. $114.17$3K
  • UMB FINANCIAL CORP logo
    UMBF

    UMB FINANCIAL CORP

    Feb 10, 2025
    Tax Payment(F)
    Direct
    49 shares at avg. $113.24$6K
  • UMB FINANCIAL CORP logo
    UMBF

    UMB FINANCIAL CORP

    Feb 9, 2025
    Tax Payment(F)
    Direct
    148 shares at avg. $114.11$17K
  • UMB FINANCIAL CORP logo
    UMBF

    UMB FINANCIAL CORP

    Feb 7, 2025
    Award(A)
    Direct
    1.4K shares-
  • UMB FINANCIAL CORP logo
    UMBF

    UMB FINANCIAL CORP

    Jan 31, 2025
    Award(A)
    Direct
    593 shares-
  • UMB FINANCIAL CORP logo
    UMBF

    UMB FINANCIAL CORP

    Jan 31, 2025
    Award(A)
    Direct
    3.9K shares-
  • UMB FINANCIAL CORP logo
    UMBF

    UMB FINANCIAL CORP

    Jan 27, 2025
    Tax Payment(F)
    Direct
    292 shares at avg. $121.11$35K
  • UMB FINANCIAL CORP logo
    UMBF

    UMB FINANCIAL CORP

    Jan 27, 2025
    Award(A)
    Direct
    834 shares-

1-17 of 17

About Mason Phillip James

Mason Phillip James (SEC CIK 0001976804) files insider reports with the SEC as President, Inst. Banking of UMB FINANCIAL CORP (UMBF).

Signal8 holds 14 ownership filings by Mason Phillip James, all Form 4s, filed between Jan 29, 2025 and Aug 4, 2026. Those filings report 17 transactions, from Jan 27, 2025 to Aug 4, 2026. Signal8's Form 4 history starts in Sep 2024.

The business address on Mason Phillip James's filings is in KANSAS CITY, MO.

Recent filings by Mason Phillip James

  • Aug 4, 2026: Open-market sale of UMBF shares (Form 4, code S).
  • Feb 11, 2026: Tax withholding of UMBF shares (Form 4, code F).
  • Feb 10, 2026: Tax withholding of UMBF shares (Form 4, code F).
  • Feb 9, 2026: Tax withholding of UMBF shares (Form 4, code F).
  • Feb 9, 2026: Grant or award of UMBF shares (Form 4, code A).

Other insiders filing for UMB FINANCIAL CORP (UMBF)

How to read Form 4 transaction codes