Jay Benjamin Morris

CIK 1739099 · View on SEC EDGAR ↗

Insider

First SEC filing: May 3, 2018 · Latest: May 3, 2018

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Insider at

Insider transactions

0 buys (P) 0 sells (S) Net: $0 + 7 non-open-market transactions below last 12 months, based on the transactions shown below

Price change vs current quote, split-adjusted for corporate actions since the filing — not benchmarked, not annualized, not size-weighted

No open-market trades on record; showing all filings.

Date Ticker Code Shares Price Value Owned after Δ own A/D vs now
Feb. 13, 2019 UMBFO A 594 9,412 Direct +6.74% Acquired (price as of 2026-08-19)
Feb. 11, 2019 UMBFO F 28 $66.43 $1,860 8,818 Direct -0.32% Disposed -59.8% (price as of 2026-08-19)
Feb. 10, 2019 UMBFO F 46 $65.54 $3,015 8,846 Direct -0.52% Disposed -59.3% (price as of 2026-08-19)
Feb. 5, 2019 UMBFO F 37 $66.01 $2,442 8,892 Direct -0.41% Disposed -59.6% (price as of 2026-08-19)
Dec. 11, 2018 UMBFO M 147 0 Direct -100.00% Disposed (price as of 2026-08-19)
Dec. 11, 2018 UMBFO M 147 $41.37 $6,081 8,923 Direct +1.68% Acquired -35.5% (price as of 2026-08-19)
June 1, 2018 UMBFO F 1,726 $77.62 $133,972 8,766 Direct -16.45% Disposed -65.6% (price as of 2026-08-19)

P = Open-market purchase · S = Sale · A = Grant/award · M = Option exercise · G = Gift · F = Tax withholding

Insider transactions are not a recommendation; sales are often driven by liquidity or tax reasons.

Derivative holdings (Form 4 Table II)

Options, RSUs and convertible securities reported on Form 4 Table II.

Date Ticker Security Underlying Exercise price Expiration Shares A/D
Dec. 11, 2018 UMBFO Stock Option (Right to Buy) Common Stock (147) $41.37 Jan. 1, 2019 147 Disposed

Exercise/conversion price is blank when not applicable (e.g. RSUs).

Initial ownership (Form 3) 10 holdings

Securities held when first becoming an insider, per SEC Form 3.

Date Ticker Security Shares Ownership
May 3, 2018 UMBFO Common Stock 10,492 Direct
May 3, 2018 UMBFO Common Stock 520 Indirect
May 3, 2018 UMBFO Stock Option (Right to Buy)→ Common Stock (147) 147 Direct
May 3, 2018 UMBFO Stock Option (Right to Buy)→ Common Stock (153) 153 Direct
May 3, 2018 UMBFO Stock Option (Right to Buy)→ Common Stock (269) 269 Direct
May 3, 2018 UMBFO Stock Option (Right to Buy)→ Common Stock (315) 315 Direct
May 3, 2018 UMBFO Stock Option (Right to Buy)→ Common Stock (442) 442 Direct
May 3, 2018 UMBFO Stock Option (Right to Buy)→ Common Stock (666) 666 Direct
May 3, 2018 UMBFO Stock Option (Right to Buy)→ Common Stock (404) 404 Direct
May 3, 2018 UMBFO Stock Option (Right to Buy)→ Common Stock (606) 606 Direct