Mason Phillip James

Track

Insider profile

Performance

Overall performance
2.6
Performance over holding periods
2.6
30 days 90 days 120 days
Average return 1% 8.2% 15.1%
Success rate 78% 68% 82%
Transactions
5 0% Buy
34 71% Buy
47 69% Buy
Ranking by holding-period performance
Mason Phillip James's trades of UMB Financial Corporation's stock


• Purchase • Sale • Planned purchase • Planned sale Net purchase Net sale Buy signal Sell signal Earnings
Abbreviations B: Buy, S: Sell, PP: Planned purchase, PlS: Planned sale, PrS: Proposed sale, O: Option / Other
Transaction date
Sale
Price
128.64
Quantity 8,776 +10.7%
Value US$814,745
Transaction date
Proposed sale
Price
311.62
Quantity 48,305
Value US$2,299,586
Transaction date
Proposed sale
Price
154.27
Quantity 50,728
Value US$868,372
Transaction date
Sale
Price
120.97
Quantity 750 -7.8%
Value US$90,728
Transaction date
Sale
Price
103.23
Quantity 174 -4.9%
Value US$17,962
Transaction date
Sale
Price
103.01
Quantity 200 -5.1%
Value US$20,602
Transaction date
Sale
Price
103.11
Quantity 200 -5.4%
Value US$20,622
Transaction date
Proposed sale
Price
103.11
Quantity 574
Value US$59,186
Notification date Transaction date Company B/S Transaction type Nb. shares
Price
Value 		Number of shares Price Value Details
2026-08-04 2026-08-04
S Sale
8,776 +10.7%
128.64
US$814,745 		8,776 +10.7% 128.64 US$814,745
2026-08-04 2026-08-04
PrS Proposed sale
48,305
311.62
US$2,299,586 		48,305 311.62 US$2,299,586
2025-08-25 2025-08-25
PrS Proposed sale
50,728
154.27
US$868,372 		50,728 154.27 US$868,372
2025-08-25 2025-08-25
S Sale
750 -7.8%
120.97
US$90,728 		750 -7.8% 120.97 US$90,728
2024-08-26 2024-08-23
S Sale
174 -4.9%
103.23
US$17,962 		174 -4.9% 103.23 US$17,962
2024-08-26 2024-08-23
S Sale
200 -5.1%
103.01
US$20,602 		200 -5.1% 103.01 US$20,602
2024-08-26 2024-08-23
S Sale
200 -5.4%
103.11
US$20,622 		200 -5.4% 103.11 US$20,622
2024-08-23 2024-08-23
PrS Proposed sale
574
103.11
US$59,186 		574 103.11 US$59,186