Insider Trading February 9, 2026

Commerce Bancshares CEO Sells $1.26M in Shares as Company Posts Strong Quarter

John W. Kemper disposes of 23,397 shares; bank reports Q4 earnings beat, raises dividend and approves executive pay plan

By Hana Yamamoto CBSH
Commerce Bancshares CEO Sells $1.26M in Shares as Company Posts Strong Quarter
CBSH

Commerce Bancshares President and CEO John W. Kemper sold 23,397 shares of company stock on February 5, 2026, for a total of $1,263,299. The transaction, executed via power of attorney, leaves Kemper with 206,528 directly held shares and 284,092 indirectly held through Tower Properties Co. The firm also reported Q4 earnings of $1.01 per share, declared a 5% dividend increase to $0.275 per share payable March 24, 2026, and the Compensation and Human Resources Committee approved the 2026 executive compensation plan.

Key Points

  • CEO John W. Kemper sold 23,397 shares on February 5, 2026, for $1,263,299 at a weighted average price of $53.9941.
  • Commerce Bancshares reported Q4 EPS of $1.01 versus an expected $1.00 and recorded record quarterly revenue driven by net interest income and fee-based businesses.
  • The board approved executive pay for 2026, setting Kemper’s base salary at $1,050,000 and a 2025 performance cash bonus of $2,313,108; the quarterly dividend was raised 5% to $0.275 per share.

Insider sale details

John W. Kemper, President and Chief Executive Officer of Commerce Bancshares, Inc. (NASDAQ: CBSH), sold 23,397 shares of company stock on February 5, 2026, according to a Form 4 filing with the Securities and Exchange Commission. The shares were disposed of at a weighted average price of $53.9941, with the individual sale prices recorded between $53.70 and $54.51. The total proceeds from the transaction amounted to $1,263,299.

The filing shows that, after the sale, Kemper retained direct ownership of 206,528 shares. In addition, he continues to hold an indirect stake of 284,092 shares through Tower Properties Co.

The execution of the sale was carried out on Kemper’s behalf by Paul A. Steiner under a power of attorney dated April 17, 2019. The Form 4 discloses the transfer mechanics and the legal authority used to complete the transaction.


Quarterly results and capital return

Commerce Bancshares reported fourth-quarter earnings of $1.01 per share, slightly above the analyst consensus of $1.00 per share. Management attributed record quarterly revenue to strong net interest income and performance in fee-based businesses.

The company also announced a 5% increase in its quarterly dividend to $0.275 per share, up from the prior $0.262 per share. The newly declared dividend is payable on March 24, 2026.


Executive compensation and governance actions

In governance matters, Commerce Bancshares’ Compensation and Human Resources Committee approved the company’s 2026 executive compensation plan. Under that plan the base salary for President and CEO John W. Kemper is set at $1,050,000. The committee also approved a 2025 performance-based cash bonus for Kemper in the amount of $2,313,108.

The committee indicated that other senior officers, including Chief Financial Officer Charles G. Kim, will receive adjusted base salaries and bonuses under the approved plan. The filing and accompanying disclosures tie these compensation decisions to the company’s broader financial and shareholder-return objectives.


Context provided by company disclosures

Taken together, the insider sale, the quarterly financials, the dividend increase and the executive compensation approvals were presented in company filings and disclosures. These items were reported as specific facts in SEC filings and company announcements; they reflect the actions taken and the figures recorded in those documents.

Where the public filings provide limited detail, the disclosures are reported as presented without additional interpretation.

Risks

  • Insider sales can prompt market scrutiny or investor questions about insider liquidity needs; this affects equity market sentiment for the banking sector.
  • Executive compensation adjustments and sizable performance-based bonuses may draw investor attention to governance and pay-for-performance alignment in financial services.
  • Dividend policy changes and quarterly results hinge on net interest income and fee-based businesses, which are sensitive to interest rate movements and loan/deposit trends in the banking sector.

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