Average stock performance after each discretionary buy, measured at 1, 3 and 6 months. 6 buys in history.
Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.
| Issuer | Shares | Source | Last tx | Detail |
|---|---|---|---|---|
| UMB FINANCIAL CORP | 27,576 | reported | 01 May 2026 | tx 26+27,613−1,500 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 01 May 2026 | GRANT_AWARD | UMB FINANCIAL CORP | 116 | 129.24 USD | |
| 30 Jan 2026 | GRANT_AWARD | UMB FINANCIAL CORP | 786 | 127.14 USD | |
| 31 Jan 2025 | GRANT_AWARD | UMB FINANCIAL CORP | 678 | 117.90 USD | |
| 02 Feb 2024 | GRANT_AWARD | UMB FINANCIAL CORP | 790 | 82.22 USD | |
| 05 May 2023 | PURCHASE | UMB FINANCIAL CORP | 1,800 | 57.68 USD | |
| 13 Mar 2023 | PURCHASE | UMB FINANCIAL CORP | 200 | 53.96 USD | anomaly |
| 13 Mar 2023 | PURCHASE | UMB FINANCIAL CORP | 1,700 | 53.65 USD | |
| 10 Mar 2023 | PURCHASE | UMB FINANCIAL CORP | 1,500 | 77.20 USD | |
| 27 Jan 2023 | GRANT_AWARD | UMB FINANCIAL CORP | 739 | 87.84 USD | |
| 28 Oct 2022 | SALE | UMB FINANCIAL CORP | 1,500 | 78.65 USD | |
| 28 Jan 2022 | GRANT_AWARD | UMB FINANCIAL CORP | 610 | 98.22 USD | |
| 01 Feb 2022 | PURCHASE | UMB FINANCIAL CORP | 1,000 | 98.44 USD | |
| 26 Nov 2021 | PURCHASE | UMB FINANCIAL CORP | 1,000 | 100.32 USD | first after silence |
| 29 Jan 2021 | GRANT_AWARD | UMB FINANCIAL CORP | 845 | 70.97 USD | |
| 31 Jan 2020 | GRANT_AWARD | UMB FINANCIAL CORP | 827 | 66.46 USD | |
| 01 Feb 2019 | PURCHASE | UMB FINANCIAL CORP | 4,000 | 64.63 USD | anomaly |
| 01 Feb 2019 | GRANT_AWARD | UMB FINANCIAL CORP | 850 | 0.00 USD | |
| 14 Sept 2018 | PURCHASE | UMB FINANCIAL CORP | 1,000 | 74.54 USD | |
| 05 Jun 2018 | PURCHASE | UMB FINANCIAL CORP | 1,500 | 77.85 USD | |
| 14 Mar 2018 | PURCHASE | UMB FINANCIAL CORP | 1,500 | 76.23 USD | |
| 26 Jan 2018 | GRANT_AWARD | UMB FINANCIAL CORP | 586 | 0.00 USD | |
| 12 Sept 2017 | PURCHASE | UMB FINANCIAL CORP | 1,500 | 67.50 USD | |
| 19 May 2017 | PURCHASE | UMB FINANCIAL CORP | 2,000 | 70.53 USD | |
| 27 Jan 2017 | GRANT_AWARD | UMB FINANCIAL CORP | 296 | 0.00 USD |
1 purchase reported after at least 12 months of silence — most recent on 26 Nov 2021.