Insider Trading February 14, 2026

Commerce Bancshares Executive Vice President Sells $410,785 in Stock; Company Posts Quarter of Record Revenue

Kevin G. Barth disposed of 7,457 shares amid a quarter that beat earnings estimates and included a dividend increase and executive pay approvals

By Priya Menon CBSH
Commerce Bancshares Executive Vice President Sells $410,785 in Stock; Company Posts Quarter of Record Revenue
CBSH

Commerce Bancshares Executive Vice President Kevin G. Barth sold 7,457 shares on February 11, 2026, generating $410785 from the transaction. The sale leaves Barth with a mix of direct and indirect holdings. The bank reported fourth-quarter earnings of $1.01 per share, slightly above the $1.00 analyst expectation, recorded its highest quarterly revenue, and raised its quarterly dividend to $0.275. The board also approved base salaries and performance-based cash bonuses for senior executives.

Key Points

  • Kevin G. Barth sold 7,457 Commerce Bancshares shares on February 11, 2026, for total proceeds of $410785.
  • Commerce Bancshares reported fourth-quarter earnings of $1.01 per share, slightly above the $1.00 analyst expectation, and recorded its highest quarterly revenue, citing strong net interest income and fee-based businesses.
  • The board increased the quarterly dividend by 5% to $0.275 per share and approved base salaries and performance-based cash bonuses for senior executives, including CEO John W. Kemper.

Commerce Bancshares (NASDAQ:CBSH) reported an insider stock sale and a set of corporate results and compensation decisions this week.


Insider transaction

According to a new Securities and Exchange Commission filing, Executive Vice President Kevin G. Barth sold 7,457 shares of Commerce Bancshares on February 11, 2026. The shares changed hands at prices between $55.00 and $55.25, producing total proceeds of $410785.

Following that sale, Barth directly holds 44,745 shares of the bank. His broader holdings include 50,251 shares held indirectly through a 401(k), 15,512 shares held by his spouse, and 23,999 shares held via an executive compensation plan.


Quarterly performance and dividend

Commerce Bancshares reported fourth-quarter earnings of $1.01 per share, narrowly exceeding analyst expectations of $1.00 per share. The company said it generated record quarterly revenue, driven by strength in both net interest income and fee-based businesses.

The board approved a 5% increase to the quarterly cash dividend, raising it to $0.275 per share from $0.262 per share. That dividend is payable on March 24, 2026, to shareholders of record as of March 6, 2026.


Executive compensation decisions

Commerce Bancshares disclosed that its board has set base salaries and performance-based cash bonuses for senior executives. The company said these approvals cover base salaries for 2026 and performance-based cash bonuses for 2025.

Specifically, Chief Executive Officer John W. Kemper will receive a base salary of $1,050,000 and a performance-based cash bonus of $2,313,108. The company said its Executive Vice Presidents will receive base salaries in a range from $547,690 to $619,126, and cash bonuses ranging from $662,918 to $802,483.


Context provided by the company

Commerce Bancshares framed these developments as reflecting the company’s ongoing strategic initiatives and its recent financial performance.

Information in this report is drawn from the company’s SEC filing and the disclosures Commerce Bancshares has provided regarding quarterly results, dividend action, and executive pay decisions.

Risks

  • Insider selling may prompt investor questions about executive liquidity decisions; this affects bank investors and equity market participants.
  • Executive compensation approvals increase fixed and variable payroll obligations, which could influence future operating expense dynamics for the company and the banking sector.
  • Dividend changes are tied to board discretion and financial performance; any reversal or freeze could affect income-focused shareholders and the bank's equity valuation.

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