Mason Phillip James

Officer · UMBF

As of 2026-09-16, Mason Phillip James has 17 Form 4 transactions on record across 1 company — 7 in the trailing 12 months.

Everything this person has disclosed to the SEC on Form 4 — across every company they file for — reconstructed from the public record. A filing history, not a tip sheet.

Pattern in the record: open-market sales filed in August in multiple years since 2025 — a recurring calendar cadence, more consistent with scheduled activity than a one-off decision.

Reconstructed holdings

Direct: $1.2MIndirect: $0$1.2Mas of 2026-09-16
  • Direct $1.2M
  • Indirect $0
UMBFdirect8,894 sh$1.2M

Reconstructed from this person's own Form 4 filings — the total each filing reported owning afterward, priced at the close on the as-of date shown. A filed position can lag the real one.

Direct and indirect holdings (e.g. through a trust or fund) are tagged separately, as filed.

Trades by company

UMBF · 17 trades
2026-08-04: Sale, 800 sh ($118K)2026-02-11: Withheld for tax, 41 sh ($5K)2026-02-10: Withheld for tax, 65 sh ($9K)2026-02-09: Withheld for tax, 201 sh ($27K)2026-02-09: Award / grant, 1,691 sh ($0)2026-02-07: Withheld for tax, 241 sh ($32K)2025-12-31: Withheld for tax, 297 sh ($34K)2025-08-25: Sale, 750 sh ($91K)2025-02-12: Withheld for tax, 35 sh ($4K)2025-02-11: Withheld for tax, 27 sh ($3K)2025-02-10: Withheld for tax, 49 sh ($6K)2025-02-09: Withheld for tax, 148 sh ($17K)2025-02-07: Award / grant, 1,443 sh ($0)2025-01-31: Award / grant, 593 sh ($0)2025-01-31: Award / grant, 3,860 sh ($0)2025-01-27: Withheld for tax, 292 sh ($35K)2025-01-27: Award / grant, 834 sh ($0)

Filing ledger

DateCompanyActionShares @ priceValueOwnership ΔOwned afterFiling
2026-08-04UMBFSale800 @ $147.00$118K−8.3% of holding8,894Form 4
2025-08-25UMBFSale750 @ $120.97$91K−7.8% of holding8,815Form 4
15 award / exercise / gift records — not counted as purchases
DateCompanyActionSharesOwned afterFiling
2026-02-11UMBFWithheld for tax419,694Form 4
2026-02-10UMBFWithheld for tax659,729Form 4
2026-02-09UMBFWithheld for tax2019,786Form 4
2026-02-09UMBFAward / grant1,6919,974Form 4
2026-02-07UMBFWithheld for tax2418,277Form 4
2025-12-31UMBFWithheld for tax2978,518Form 4
2025-02-12UMBFWithheld for tax359,565Form 4
2025-02-11UMBFWithheld for tax279,593Form 4
2025-02-10UMBFWithheld for tax499,615Form 4
2025-02-09UMBFWithheld for tax1489,659Form 4
2025-02-07UMBFAward / grant1,4439,800Form 4
2025-01-31UMBFAward / grant5934,497Form 4
2025-01-31UMBFAward / grant3,8608,357Form 4
2025-01-27UMBFWithheld for tax2923,904Form 4
2025-01-27UMBFAward / grant8344,196Form 4

Source: SEC Form 4 filings. Each row links to its original filing.

Research tool, not investment advice — historical frequencies, not recommendations. A product of Marovel Technologies LLC. Full terms.