CBSH COMMERCE BANCSHARES INC /MO/ Insider Trading

Director Timothy S Dunn buys 2,500 shares of CBSH at $47.71, increasing holdings 86.1% to 5.4K shares

Director Timothy S Dunn purchased 2,500 shares at $47.71, raising his total position from 2,903 to 5,403 shares—an 86.1% increase in holdings. The purchase occurs when CBSH trades at $47.82 current price, down 24.0% from its 52-week high of $62.96 and down 10.8% over the past 30 days. The company maintains a modest valuation with a P/E of 11.66 and market cap of $7,023,766,834.86, supported by net income of $141,518,000.00 in the latest quarter. This director-level accumulation in a period of recent price weakness merits monitoring for potential shifts in insider positioning relative to recent market underperformance.

CBSH CEO Kemper sells 23,397 shares at $53.99; prior 2 CBSH sales both well-timed with 90d declines

Kemper John W, President and CEO of Commerce Bancshares, sold 23,397 shares at $53.99 on 2026-02-05, reducing his holdings by 10.2% to 206,528 shares post-transaction. His prior two open-market sales at CBSH were both well-timed, with 90-day returns of -12.3% and -3.4%, meaning the stock declined after both sales. While his cross-ticker track record shows a 100.00% 90-day well-timed rate across 2 prior sells, the current stock price of $55.23 is only 2.6% above the transaction price and remains 15.4% below its 52-week high. This transaction represents a meaningful reduction in his CEO stake, and the historical pattern of well-timed exits at this specific ticker warrants close observation of subsequent price behavior relative to the sale price.

CFO Kim Charles G sold 13,493 shares of CBSH at $67.76 (Feb 7), reducing stake by 13.5% to 86,246 shares

Kim Charles G, Executive Vice President and CFO of Commerce Bancshares, sold 13,493 shares at $67.76 on February 7, 2025, reducing his post-transaction holdings from 99,739 to 86,246 shares. The sale was executed near the 52-week high of $67.45, with current price at $64.15 representing a -4.9% move below that peak. With a P/E of 16.49 and net income of $138,007,000, the company maintains a market cap of $8,225,796,819.30. The reduction of 13.5% of his prior holdings represents a material decrease in his stake, which investors should monitor in context of broader company developments and insider positioning.

CEO John W Kemper sold 26,042 shares of CBSH at $67.28 on 2025-02-04; stock now $65.10.

John W Kemper, President and CEO of Commerce Bancshares, sold 26,042 shares at $67.28 on 2025-02-04, reducing holdings from 237,971 to 211,929 shares and realizing $1,752,173.47. His cross-ticker track record shows 1 prior sell with a 100.00% well-timed rate at the 90-day mark, and his prior CBSH sale on 2024-05-10 exhibited a -13.3% 30-day return and -3.4% 90-day return, demonstrating accurate timing on that transaction. The current price of $65.10 is -3.5% from the 52-week high of $67.45, placing this sale near peak valuation in the recent range. With a P/E of 16.74 and market cap of $8.3B, the company remains well-capitalized, but the sale's timing relative to his demonstrated pattern of well-timed sell exits warrants observation of near-term price action.

EVP Kevin Barth sold 26.1K CBSH shares for $1.7M at blended avg $66.09; prior sales were well-timed (90-day returns -13.2%, -14.6%).

Kevin Barth, Executive Vice President at Commerce Bancshares, executed two separate sales totaling 26,092 shares for $1,724,352.22, reducing his holdings from 70,381 to 44,289 shares (-37.1%). His prior two sales at this ticker showed strong timing patterns, with 90-day returns of -13.2% and -14.6%, both negative (well-timed for sells). The current price of $63.44 is -6.0% from the 52-week high of $67.45, and the blended sale price of $66.09 sits near that recent peak. The stock has risen 6.0% over 30 days and 10.0% over 90 days, suggesting a recent upswing that precedes this sales window. His track record across all tickers (2 prior sells with 100.00% well-timed rate at the 90-day mark) establishes a consistent pattern of selling into strength or before reversals. The execution of two transactions on consecutive trading days (January 24–27) at prices near the 52-week high warrants attention from investors tracking executive positioning.

Executive Chairman KEMPER DAVID W sold 30,000 shares of CBSH at $61.78; stock now at $55.81, down 5.4% from 52-week high.

KEMPER DAVID W, Executive Chairman of Commerce Bancshares, sold 30,000 shares (a 2.5% reduction) at $61.78 on 2024-10-22, retaining 1,151,994 shares post-transaction. The sale occurred near the 52-week high; the stock has since declined to $55.81 (-5.4% from the 52-week peak of $59.03). His prior sell at this ticker on 2023-12-05 achieved a 90-day negative return of -7.2%, marking a well-timed exit. The latest sale timing aligns with his pattern at CBSH: 1 of 1 prior sells were well-timed at the 90-day mark, suggesting consistency in execution relative to subsequent price movement. The company's fundamentals remain solid with net income of $139,553,000.00 and a P/E of 14.92, though the transaction size and near-peak execution merit tracking as part of his demonstrated sale pattern.

EVP Kevin Barth sells 16,825 shares of CBSH for $1,093,895.77 in 2 transactions, reducing stake -20.9%

Kevin Barth, Executive Vice President of Commerce Bancshares, executed 2 separate sales totaling 16,825 shares for $1,093,895.77 at a blended average price of $65.02 on 2024-07-29 and 2024-07-30. His post-transaction holdings fell to 63,809 shares, a net reduction of 20.9% from his pre-transaction 80,634 shares. The sales occurred when CBSH traded within 0.6% of its 52-week high ($59.03), despite the current price sitting at $58.69, indicating execution near elevated price levels. The company maintains a P/E ratio of 16.17 with a market capitalization of $7,602,470,774.50, and reported quarterly net income of $112,663,000.00.

Director Jonathan M Kemper sold 19,626 shares of CBSH at $63.66 on 2024-07-22 for $1,249,334.24 total value.

Director Jonathan M Kemper sold 19,626 shares at $63.66 on 2024-07-22, reducing holdings by 1.9% from 1,016,738 to 997,112 shares. The sale occurred when CBSH was near its 52-week high of $58.05 (current price $57.77, -0.5% from peak). Kemper's cross-ticker track record shows a 100.00% well-timed rate on his 1 prior sell, and his prior CBSH sale on 2024-03-05 also proved well-timed with a 90-day return of -7.0%, suggesting a pattern of selling ahead of downturns. However, the stock has posted strong recent gains (+17.7% over 30 days, +14.9% over 90 days), and at a P/E of 15.91 with market cap of $7,483,297,608.50, the company appears fundamentally sound. The modest position reduction and proximity to all-time highs align with his demonstrated execution pattern, though the broader context of strong recent momentum and solid valuation metrics provides limited confirmatory urgency for a broad directional read.