Margaret Lazo's Insider Trades & SAST Disclosures
Margaret Lazo's most recent trade in UMB Financial Corp. was a trade of 3,660 Common Stock done . Disclosure was reported to the exchange on Jan. 31, 2025.
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"Balanced Fund": Use this format with quotation marks to find the exact phrase. The output matches
"Balanced Fund"
but not "Balanced Growth Fund"
Balanced Fund: Use this format without quotation marks to search for all funds related to the term
"Balanced Fund" The results may include
"Balanced Income Fund", "Balanced Growth Fund" and any fund name containing "Balanced Fund".
| Stock | Client Name | Client Category | Action | Reported to Exchange | Quantity | Post Transaction Holding | Traded % | Avg. Price | Value | Security Type |
|---|---|---|---|---|---|---|---|---|---|---|
| UMB Financial Corp. | Margaret Lazo | Director | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 31 Jan 2025 | 3,660 | 3,660 (0%) | 0% | - | Common Stock | |
| Heartland Financial USA, Inc. | Margaret Lazo | Director | Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share. | 23 Jun 2024 | 4,598 | 4,598 (0%) | 0% | 0 | Common Stock | |
| Heartland Financial USA, Inc. | Margaret Lazo | Director | Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share. | 23 Jun 2024 | 4,598 | 0 | - | - | 2023 Restricted Stock Units | |
| Heartland Financial USA, Inc. | Margaret Lazo | Director | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 22 May 2024 | 2,057 | 2,057 | - | - | 2024 Time-Based Restricted Stock | |
| Heartland Financial USA, Inc. | Margaret Lazo | Director | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 23 Jun 2023 | 4,598 | 4,598 | - | - | 2023 Director Restricted Stock Units |
*All Values are in $ Million
Client Category: Promoter/ KMP/ Director / Immediate Relatives / Employee / etc
Security Type: Share/ Warrants / Convertible Debentures
Security Type: Share/ Warrants / Convertible Debentures
Data as reported to USA Exchanges