UMB FINANCIAL CORP. 2024-2025 Proxy Voting Records

Description as filed by funds: Election of Directors: Bradley J. Henderson

UMB FINANCIAL CORP.’s own tally for this item (“Elect Director: Bradley J. Henderson”): 58,223,765 for, 1,065,222 against, per its Form 8-K filed May 2, 2025 (Item 5.07). FOR was more than half of the votes cast. Whether the item passed is for the filing to say; its statement has not been read for this item.

Reported outcome: Elected, in the filing’s own words: “The nominees for the directorships received the following votes: Based on the votes set forth above, each of the nominees was elected to serve as a director until the annual meeting in 2026.”
Support: 98% of votes cast — FOR ÷ (FOR + AGAINST); abstentions and broker non-votes are excluded.

The 106 asset managers below reported 31,353,795 for, 258,937 against, 12,305 abstained.

Showing the 25 largest of 106 asset managers. See all 106 in the interactive database.

Description as filed by funds: Election of Directors: Gordon E. Lansford III

UMB FINANCIAL CORP.’s own tally for this item (“Elect Director: Gordon E. Lansford, III”): 58,054,892 for, 1,239,496 against, per its Form 8-K filed May 2, 2025 (Item 5.07). FOR was more than half of the votes cast. Whether the item passed is for the filing to say; its statement has not been read for this item.

Reported outcome: Elected, in the filing’s own words: “The nominees for the directorships received the following votes: Based on the votes set forth above, each of the nominees was elected to serve as a director until the annual meeting in 2026.”
Support: 98% of votes cast — FOR ÷ (FOR + AGAINST); abstentions and broker non-votes are excluded.

The 106 asset managers below reported 31,353,795 for, 258,937 against, 12,305 abstained.

Showing the 25 largest of 106 asset managers. See all 106 in the interactive database.

Description as filed by funds: Election of Directors: Greg M. Graves

UMB FINANCIAL CORP.’s own tally for this item (“Elect Director: Greg M. Graves”): 56,616,847 for, 2,661,578 against, per its Form 8-K filed May 2, 2025 (Item 5.07). FOR was more than half of the votes cast. Whether the item passed is for the filing to say; its statement has not been read for this item.

Reported outcome: Elected, in the filing’s own words: “The nominees for the directorships received the following votes: Based on the votes set forth above, each of the nominees was elected to serve as a director until the annual meeting in 2026.”
Support: 96% of votes cast — FOR ÷ (FOR + AGAINST); abstentions and broker non-votes are excluded.

The 106 asset managers below reported 31,213,827 for, 398,905 against, 12,305 abstained.

Showing the 25 largest of 106 asset managers. See all 106 in the interactive database.

Description as filed by funds: Election of Directors: J. Mariner Kemper

UMB FINANCIAL CORP.’s own tally for this item (“Elect Director: J. Mariner Kemper”): 56,814,595 for, 2,467,978 against, per its Form 8-K filed May 2, 2025 (Item 5.07). FOR was more than half of the votes cast. Whether the item passed is for the filing to say; its statement has not been read for this item.

Reported outcome: Elected, in the filing’s own words: “The nominees for the directorships received the following votes: Based on the votes set forth above, each of the nominees was elected to serve as a director until the annual meeting in 2026.”
Support: 96% of votes cast — FOR ÷ (FOR + AGAINST); abstentions and broker non-votes are excluded.

The 106 asset managers below reported 31,334,707 for, 278,025 against, 12,305 abstained.

Showing the 25 largest of 106 asset managers. See all 106 in the interactive database.

Description as filed by funds: Election of Directors: Janine A. Davidson

UMB FINANCIAL CORP.’s own tally for this item (“Elect Director: Janine A. Davidson”): 57,894,577 for, 1,387,905 against, per its Form 8-K filed May 2, 2025 (Item 5.07). FOR was more than half of the votes cast. Whether the item passed is for the filing to say; its statement has not been read for this item.

Reported outcome: Elected, in the filing’s own words: “The nominees for the directorships received the following votes: Based on the votes set forth above, each of the nominees was elected to serve as a director until the annual meeting in 2026.”
Support: 98% of votes cast — FOR ÷ (FOR + AGAINST); abstentions and broker non-votes are excluded.

The 106 asset managers below reported 31,353,795 for, 258,937 against, 12,305 abstained.

Showing the 25 largest of 106 asset managers. See all 106 in the interactive database.

Description as filed by funds: Election of Directors: Jennifer K. Hopkins

UMB FINANCIAL CORP.’s own tally for this item (“Elect Director: Jennifer K. Hopkins”): 58,378,397 for, 871,188 against, per its Form 8-K filed May 2, 2025 (Item 5.07). FOR was more than half of the votes cast. Whether the item passed is for the filing to say; its statement has not been read for this item.

Reported outcome: Elected, in the filing’s own words: “The nominees for the directorships received the following votes: Based on the votes set forth above, each of the nominees was elected to serve as a director until the annual meeting in 2026.”
Support: 99% of votes cast — FOR ÷ (FOR + AGAINST); abstentions and broker non-votes are excluded.

The 106 asset managers below reported 31,353,795 for, 258,937 against, 12,305 abstained.

Showing the 25 largest of 106 asset managers. See all 106 in the interactive database.

Description as filed by funds: Election of Directors: John K. Schmidt

UMB FINANCIAL CORP.’s own tally for this item (“Elect Director: John K. Schmidt”): 58,287,664 for, 943,444 against, per its Form 8-K filed May 2, 2025 (Item 5.07). FOR was more than half of the votes cast. Whether the item passed is for the filing to say; its statement has not been read for this item.

Reported outcome: Elected, in the filing’s own words: “The nominees for the directorships received the following votes: Based on the votes set forth above, each of the nominees was elected to serve as a director until the annual meeting in 2026.”
Support: 98% of votes cast — FOR ÷ (FOR + AGAINST); abstentions and broker non-votes are excluded.

The 106 asset managers below reported 31,334,708 for, 278,024 against, 12,305 abstained.

Showing the 25 largest of 106 asset managers. See all 106 in the interactive database.

Description as filed by funds: Election of Directors: Kevin C. Gallagher

UMB FINANCIAL CORP.’s own tally for this item (“Elect Director: Kevin C. Gallagher”): 57,273,535 for, 2,019,560 against, per its Form 8-K filed May 2, 2025 (Item 5.07). FOR was more than half of the votes cast. Whether the item passed is for the filing to say; its statement has not been read for this item.

Reported outcome: Elected, in the filing’s own words: “The nominees for the directorships received the following votes: Based on the votes set forth above, each of the nominees was elected to serve as a director until the annual meeting in 2026.”
Support: 97% of votes cast — FOR ÷ (FOR + AGAINST); abstentions and broker non-votes are excluded.

The 106 asset managers below reported 31,290,950 for, 321,782 against, 12,305 abstained.

Showing the 25 largest of 106 asset managers. See all 106 in the interactive database.

Description as filed by funds: Election of Directors: Kris A. Robbins

UMB FINANCIAL CORP.’s own tally for this item (“Elect Director: Kris A. Robbins”): 57,202,191 for, 2,090,546 against, per its Form 8-K filed May 2, 2025 (Item 5.07). FOR was more than half of the votes cast. Whether the item passed is for the filing to say; its statement has not been read for this item.

Reported outcome: Elected, in the filing’s own words: “The nominees for the directorships received the following votes: Based on the votes set forth above, each of the nominees was elected to serve as a director until the annual meeting in 2026.”
Support: 96% of votes cast — FOR ÷ (FOR + AGAINST); abstentions and broker non-votes are excluded.

The 106 asset managers below reported 31,290,949 for, 321,783 against, 12,305 abstained.

Showing the 25 largest of 106 asset managers. See all 106 in the interactive database.

Description as filed by funds: Election of Directors: L. Joshua Sosland

UMB FINANCIAL CORP.’s own tally for this item (“Elect Director: L. Joshua Sosland”): 56,768,480 for, 2,497,419 against, per its Form 8-K filed May 2, 2025 (Item 5.07). FOR was more than half of the votes cast. Whether the item passed is for the filing to say; its statement has not been read for this item.

Reported outcome: Elected, in the filing’s own words: “The nominees for the directorships received the following votes: Based on the votes set forth above, each of the nominees was elected to serve as a director until the annual meeting in 2026.”
Support: 96% of votes cast — FOR ÷ (FOR + AGAINST); abstentions and broker non-votes are excluded.

The 106 asset managers below reported 31,290,949 for, 321,783 against, 12,305 abstained.

Showing the 25 largest of 106 asset managers. See all 106 in the interactive database.

Description as filed by funds: Election of Directors: Leroy J. Williams, Jr.

UMB FINANCIAL CORP.’s own tally for this item (“Elect Director: Leroy J. Williams, Jr.”): 58,062,750 for, 1,232,024 against, per its Form 8-K filed May 2, 2025 (Item 5.07). FOR was more than half of the votes cast. Whether the item passed is for the filing to say; its statement has not been read for this item.

Reported outcome: Elected, in the filing’s own words: “The nominees for the directorships received the following votes: Based on the votes set forth above, each of the nominees was elected to serve as a director until the annual meeting in 2026.”
Support: 98% of votes cast — FOR ÷ (FOR + AGAINST); abstentions and broker non-votes are excluded.

The 106 asset managers below reported 31,353,795 for, 258,937 against, 12,305 abstained.

Showing the 25 largest of 106 asset managers. See all 106 in the interactive database.

Description as filed by funds: Election of Directors: Margaret Lazo

UMB FINANCIAL CORP.’s own tally for this item (“Elect Director: Margaret Lazo”): 58,270,453 for, 1,004,261 against, per its Form 8-K filed May 2, 2025 (Item 5.07). FOR was more than half of the votes cast. Whether the item passed is for the filing to say; its statement has not been read for this item.

Reported outcome: Elected, in the filing’s own words: “The nominees for the directorships received the following votes: Based on the votes set forth above, each of the nominees was elected to serve as a director until the annual meeting in 2026.”
Support: 98% of votes cast — FOR ÷ (FOR + AGAINST); abstentions and broker non-votes are excluded.

The 106 asset managers below reported 31,351,894 for, 258,937 against, 14,206 abstained.

Showing the 25 largest of 106 asset managers. See all 106 in the interactive database.

Description as filed by funds: Election of Directors: Robin C. Beery

UMB FINANCIAL CORP.’s own tally for this item (“Elect Director: Robin C. Beery”): 57,831,910 for, 1,462,399 against, per its Form 8-K filed May 2, 2025 (Item 5.07). FOR was more than half of the votes cast. Whether the item passed is for the filing to say; its statement has not been read for this item.

Reported outcome: Elected, in the filing’s own words: “The nominees for the directorships received the following votes: Based on the votes set forth above, each of the nominees was elected to serve as a director until the annual meeting in 2026.”
Support: 98% of votes cast — FOR ÷ (FOR + AGAINST); abstentions and broker non-votes are excluded.

The 106 asset managers below reported 31,353,795 for, 258,937 against, 12,305 abstained.

Showing the 25 largest of 106 asset managers. See all 106 in the interactive database.

Description as filed by funds: Election of Directors: Susan G. Murphy

UMB FINANCIAL CORP.’s own tally for this item (“Elect Director: Susan G. Murphy”): 58,347,371 for, 914,003 against, per its Form 8-K filed May 2, 2025 (Item 5.07). FOR was more than half of the votes cast. Whether the item passed is for the filing to say; its statement has not been read for this item.

Reported outcome: Elected, in the filing’s own words: “The nominees for the directorships received the following votes: Based on the votes set forth above, each of the nominees was elected to serve as a director until the annual meeting in 2026.”
Support: 98% of votes cast — FOR ÷ (FOR + AGAINST); abstentions and broker non-votes are excluded.

The 106 asset managers below reported 31,353,795 for, 258,937 against, 12,305 abstained.

Showing the 25 largest of 106 asset managers. See all 106 in the interactive database.

Description as filed by funds: Election of Directors: Tamara M. Peterman

UMB FINANCIAL CORP.’s own tally for this item (“Elect Director: Tamara M. Peterman”): 57,808,536 for, 1,471,693 against, per its Form 8-K filed May 2, 2025 (Item 5.07). FOR was more than half of the votes cast. Whether the item passed is for the filing to say; its statement has not been read for this item.

Reported outcome: Elected, in the filing’s own words: “The nominees for the directorships received the following votes: Based on the votes set forth above, each of the nominees was elected to serve as a director until the annual meeting in 2026.”
Support: 98% of votes cast — FOR ÷ (FOR + AGAINST); abstentions and broker non-votes are excluded.

The 106 asset managers below reported 31,353,795 for, 258,937 against, 12,305 abstained.

Showing the 25 largest of 106 asset managers. See all 106 in the interactive database.

Description as filed by funds: Election of Directors: Timothy R. Murphy

UMB FINANCIAL CORP.’s own tally for this item (“Elect Director: Timothy R. Murphy”): 58,007,543 for, 1,286,342 against, per its Form 8-K filed May 2, 2025 (Item 5.07). FOR was more than half of the votes cast. Whether the item passed is for the filing to say; its statement has not been read for this item.

Reported outcome: Elected, in the filing’s own words: “The nominees for the directorships received the following votes: Based on the votes set forth above, each of the nominees was elected to serve as a director until the annual meeting in 2026.”
Support: 98% of votes cast — FOR ÷ (FOR + AGAINST); abstentions and broker non-votes are excluded.

The 106 asset managers below reported 31,353,795 for, 258,937 against, 12,305 abstained.

Showing the 25 largest of 106 asset managers. See all 106 in the interactive database.

Description as filed by funds: PROPOSAL TO APPROVE THE ISSUANCE OF UMB COMMON STOCK TO HOLDERS OF HTLF COMMON STOCK PURSUANT TO THE MERGER AGREEMENT.

UMB FINANCIAL CORP.’s own tally for this item (“2. A proposal to approve the issuance of UMB common stock to holders of HTLF common stock pursuant to the merger agreement (the "UMB share issuance proposal"); and”): 41,965,320 for, 145,980 against, per its Form 8-K filed August 6, 2024 (Item 5.07). FOR was more than half of the votes cast. Whether the item passed is for the filing to say; its statement has not been read for this item.

Reported outcome: not verified — the filing’s own statement of the outcome could not be identified for this item.
Support: 99.6% of votes cast — FOR ÷ (FOR + AGAINST); abstentions and broker non-votes are excluded.

The 43 asset managers below reported 5,426,549 for.

Showing the 25 largest of 43 asset managers. See all 43 in the interactive database.

Description as filed by funds: Proposal to approve an amendment to the UMB articles of incorporation to increase the number of authorized shares of UMB common stock from eighty million (80,000,000) shares to one hundred sixty million (160,000,000) shares (the "UMB articles amendment" and such proposal, the "UMB articles amendment proposal");

UMB FINANCIAL CORP.’s own tally for this item (“1. A proposal to approve an amendment to UMB's articles of incorporation to increase the number of authorized shares of UMB common stock from eighty million (80,000,000) shares to one hundred sixty million (160,000,000) ”): 44,385,266 for, 303,577 against — passed, per its Form 8-K filed August 6, 2024 (Item 5.07).

Reported outcome: Approved, in the filing’s own words: “Each of the proposals considered and voted upon was approved by the requisite vote of UMB's shareholders.”
Support: 99.3% of votes cast — FOR ÷ (FOR + AGAINST); abstentions and broker non-votes are excluded.
Voting standard, as the filing states it: a supermajority of the shares outstanding (“91.92% of the voting power”).

The 97 asset managers below reported 21,763,081 for, 26,470 against, 92,669 abstained.

Showing the 25 largest of 97 asset managers. See all 97 in the interactive database.

Description as filed by funds: Proposal to adjourn or postpone the UMB special meeting, if necessary or appropriate, to solicit additional proxies if, immediately prior to such adjournment or postponement, there are not sufficient votes to approve the UMB articles amendment proposal or the UMB share issuance proposal or to ensure that any supplement or amendment to the accompanying joint proxy statement/prospectus is timely provided to holders of UMB common stock (the "UMB adjournment proposal").

The 95 asset managers below reported 21,690,643 for, 67,726 against, 101,259 abstained. The figure above is FOR ÷ (FOR + AGAINST + WITHHELD) of the shares these managers voted; abstained and unvoted shares are in neither half, and these managers are a subset of all shareholders, not the meeting result.

Showing the 25 largest of 95 asset managers. See all 95 in the interactive database.

Description as filed by funds: An advisory vote (non-binding) on the compensation paid to UMB's named executive officers.

UMB FINANCIAL CORP.’s own tally for this item (“2. Advisory vote (non-binding) on the compensation paid to our named executive officers”): 58,138,393 for, 965,678 against, per its Form 8-K filed May 2, 2025 (Item 5.07). FOR was more than half of the votes cast. Whether the item passed is for the filing to say; its statement has not been read for this item.

Reported outcome: not verified — the filing’s own statement of the outcome could not be identified for this item.
Support: 98% of votes cast — FOR ÷ (FOR + AGAINST); abstentions and broker non-votes are excluded.

Fund voting reports and institutional-manager reports both cover this item. An institutional manager can report shares that a fund it advises also reports, so the two are shown separately below and never added together, and their sum is not shown (fund and manager reports combined may count the same shares twice).

Fund voting reports, all 104 managers: 31,581,096 for, 20,632 against, 12,305 abstained. Showing the 25 largest; see all in the interactive database.

Institutional-manager reports, all 338 managers: 30,245,362 for, 567,690 against, 547 not voted, 549,396 mixed. Showing the 25 largest; see all in the interactive database.

Description as filed by funds: The ratification of the Corporate Audit Committee's engagement of KPMG LLP as UMB's independent registered public accounting firm for 2025.

UMB FINANCIAL CORP.’s own tally for this item (“3. Ratification of the Corporate Audit Committee's engagement KPMG LLP to serve as the Company's independent registered public accounting firm for 2025”): 64,122,432 for, 944,053 against, per its Form 8-K filed May 2, 2025 (Item 5.07). FOR was more than half of the votes cast. Whether the item passed is for the filing to say; its statement has not been read for this item.

Reported outcome: not verified — the filing’s own statement of the outcome could not be identified for this item.
Support: 99% of votes cast — FOR ÷ (FOR + AGAINST); abstentions and broker non-votes are excluded.

The 105 asset managers below reported 31,550,717 for, 51,515 against, 12,305 abstained.

Showing the 25 largest of 105 asset managers. See all 105 in the interactive database.