Lazo Margaret

Director · UMBF, HTLF

As of 2026-09-16, Lazo Margaret has 8 Form 4 transactions on record across 2 companies — 2 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.

Reconstructed holdings

Direct: $612KIndirect: $0$612Kas of 2026-09-16
  • Direct $612K
  • Indirect $0
UMBFdirect4,562 sh$612K

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 · 4 trades
2026-05-01: Award / grant, 116 sh ($15K)2026-01-30: Award / grant, 786 sh ($100K)2025-01-31: Award / grant, 3,660 sh2025-01-31: Award / grant, 3,660 sh
HTLF · 4 trades
2025-01-31: Disposition, 6,655 sh2025-01-31: Disposition, 2,057 sh2025-01-31: Disposition, 6,655 sh2025-01-31: Disposition, 2,057 sh

Filing ledger

DateCompanyActionShares @ priceValueOwnership ΔOwned afterFiling
8 award / exercise / gift records — not counted as purchases
DateCompanyActionSharesOwned afterFiling
2026-05-01UMBFAward / grant1164,562Form 4
2026-01-30UMBFAward / grant7864,446Form 4
2025-01-31HTLFDisposition6,6550Form 4
2025-01-31HTLFDisposition2,0570Form 4
2025-01-31HTLFDisposition6,6550Form 4
2025-01-31UMBFAward / grant3,6603,660Form 4
2025-01-31UMBFAward / grant3,6603,660Form 4
2025-01-31HTLFDisposition2,0570Form 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.