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 | 11,567.64 | reported | 01 Nov 2019 | tx 70+15,432−13,118 |
| CROSSFIRST BANKSHARES, INC. | 0 | reported | 01 Mar 2025 | tx 23+11,373−20,389 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 01 Mar 2025 | OTHER | CROSSFIRST BANKSHARES, INC. | 5,593 | — | |
| 01 Mar 2025 | OTHER | CROSSFIRST BANKSHARES, INC. | 1,667 | 0.00 USD | deriv |
| 01 Mar 2025 | OTHER | CROSSFIRST BANKSHARES, INC. | 936 | 0.00 USD | deriv |
| 01 Mar 2025 | OTHER | CROSSFIRST BANKSHARES, INC. | 2,889 | 0.00 USD | deriv |
| 24 Feb 2025 | EXERCISE | CROSSFIRST BANKSHARES, INC. | 936 | — | |
| 24 Feb 2025 | TAX_WITHHOLDING | CROSSFIRST BANKSHARES, INC. | 325 | 15.98 USD | |
| 24 Feb 2025 | EXERCISE | CROSSFIRST BANKSHARES, INC. | 1,445 | — | |
| 24 Feb 2025 | TAX_WITHHOLDING | CROSSFIRST BANKSHARES, INC. | 501 | 15.98 USD | |
| 24 Feb 2025 | EXERCISE | CROSSFIRST BANKSHARES, INC. | 936 | 0.00 USD | deriv |
| 24 Feb 2025 | EXERCISE | CROSSFIRST BANKSHARES, INC. | 1,445 | 0.00 USD | deriv |
| 27 Jul 2024 | TAX_WITHHOLDING | CROSSFIRST BANKSHARES, INC. | 489 | 18.68 USD | |
| 27 Jul 2024 | EXERCISE | CROSSFIRST BANKSHARES, INC. | 1,666 | — | |
| 27 Jul 2024 | EXERCISE | CROSSFIRST BANKSHARES, INC. | 1,666 | 0.00 USD | deriv |
| 01 Mar 2024 | EXERCISE | CROSSFIRST BANKSHARES, INC. | 936 | — | |
| 01 Mar 2024 | TAX_WITHHOLDING | CROSSFIRST BANKSHARES, INC. | 325 | 12.69 USD | |
| 01 Mar 2024 | EXERCISE | CROSSFIRST BANKSHARES, INC. | 936 | 0.00 USD | deriv |
| 01 Mar 2024 | GRANT_AWARD | CROSSFIRST BANKSHARES, INC. | 4,334 | 0.00 USD | deriv |
| 24 Feb 2024 | TAX_WITHHOLDING | CROSSFIRST BANKSHARES, INC. | 135 | 13.12 USD | |
| 24 Feb 2024 | EXERCISE | CROSSFIRST BANKSHARES, INC. | 389 | — | |
| 24 Feb 2024 | EXERCISE | CROSSFIRST BANKSHARES, INC. | 389 | 0.00 USD | deriv |
| 27 Jul 2023 | EXERCISE | CROSSFIRST BANKSHARES, INC. | 1,667 | — | |
| 27 Jul 2023 | TAX_WITHHOLDING | CROSSFIRST BANKSHARES, INC. | 490 | 11.58 USD | |
| 27 Jul 2023 | EXERCISE | CROSSFIRST BANKSHARES, INC. | 1,667 | 0.00 USD | deriv |
| 01 Nov 2019 | SALE | UMB FINANCIAL CORP | 120 | 65.24 USD | |
| 01 Nov 2019 | EXERCISE | UMB FINANCIAL CORP | 402 | 37.84 USD |