8-K ·Filed Jul 6, 2026

CBSH

COMMERCE BANCSHARES INC /MO/
NEUTRAL
Impact 2/10
Horizonmonths Processed2mo ago SEC0000022356-26-000169
8-K context-dependent: Items 5.02
Actionable Insight • Neutral

No immediate trading signal. These are routine retention grants for senior executives as part of succession planning. Monitor upcoming Q2 2026 earnings for business fundamentals; the RSU grants themselves have negligible market impact.

DirectionNeutral
Confidencehigh
Horizonmonths
Final — all horizons settled through T+60d
CBSH ▼ -6.97% at T+60d
NEUTRAL call ✗ call lost -6.97% · α vs SPY -8.96% · entry $58.84 → $54.74
Entry anchored
Jul 6, 03:59 PM ET
via exchange tick
T+1d
-2.12%
call -2.12% · α -1.82%
$57.59
settled 3mo ago
T+5d
-1.58%
call -1.58% · α -2.13%
$57.91
settled 3mo ago
T+20d
+1.41%
call +1.41% · α +0.08%
$59.67
settled 2mo ago
T+60d
-6.97%
call -6.97% · α -8.96%
$54.74
settled 3d ago

Price Chart

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Executive Summary

Commerce Bancshares disclosed special time-vested RSU grants of 44,262 shares each to EVP Kevin G. Barth and EVP/CFO Charles G. Kim, tied to succession planning with three-year cliff vesting. This is a routine compensatory arrangement with no departure or leadership changes.

Key Facts

  • Compensation Committee approved special RSU grants to Kevin G. Barth (EVP) and Charles G. Kim (EVP & CFO) on July 1, 2026.
  • Each grant covers 44,262 shares of common stock, vesting on a three-year cliff basis with continued employment required.
  • Awards are part of the company's overall succession planning, with modified terms: no pro-rata vesting for retirement, and non-compete applies post-termination.
  • No officer departures, resignations, or board changes were announced.

Financial Impact

Total of 88,524 potential shares (44,262 x 2) granted as RSUs, representing less than 0.1% dilution relative to outstanding shares. No cash compensation disclosed.

dilutionshare count

Risk Factors

  • If the executives depart before the three-year vesting date, the RSUs would be forfeited (except in death/disability), but this is standard and not a material risk.

Market Snapshot

Exchange
Nasdaq
Sector
State Commercial Banks
Analyst Consensus
43% bullish (14 analysts)

Investment Themes

Traditional Finance

Documents Analyzed

This report is based on 5 SEC documents filed with EDGAR.

DocumentAccession Number
8-K Filing (Primary)0000022356-26-000169
Document: cbsh-20260701.htm0000022356-26-000169
Document: 0000022356-26-000169-index-headers.html0000022356-26-000169
Document: 0000022356-26-000169-index.html0000022356-26-000169
Document: 0000022356-26-000169.txt0000022356-26-000169
13 reports for CBSH
Performance horizon

Track record builds as more directional reports settle.

Filters
Rows
Reports for CBSH — sortable, filterable
TypeNow
Aug 14, 2026
6w ago
Institutional Cluster
BULLISH ★ 5/10
$59.71 $58.51▼ −2.01%▼ −0.03%$55.28 (−7.42%)
Aug 6, 2026
8w ago
Insider Cluster
NEUTRAL ★ 3/10
$59.13 $58.37▼ −1.29%▼ −1.89%$55.28 (−6.51%)
Jul 31, 2026
9w ago
Insider Cluster
NEUTRAL ★ 3/10
$59.27 $58.04▼ −2.08%▼ −5.06%$55.28 (−6.73%)
Jul 30, 2026
9w ago
Insider Cluster
NEUTRAL ★ 2/10
$59.44 $58.05▼ −2.34%▼ −6.30%$55.28 (−7.00%)
Jul 29, 2026
9w ago
Insider Cluster
NEUTRAL ★ 2/10
$60.33 $58.50▼ −3.03%▼ −8.05%$55.28 (−8.37%)
Jul 6, 2026
12w ago
8-K
NEUTRAL ★ 2/10
$58.84 $59.67▲ +1.41%▲ +0.08%$55.28 (−6.05%)
May 7, 2026
21w ago
8-K
NEUTRAL ★ 2/10
$52.48 $51.36▼ −2.13%▼ −5.27%$55.28 (+5.34%)
Apr 28, 2026
22w ago
8-K
NEUTRAL ★ 3/10
$51.97 $52.41▲ +0.85%▼ −4.62%$55.28 (+6.37%)
Apr 27, 2026
22w ago
8-K
MIXED ★ 5/10
$51.97 $52.41▲ +0.85%▼ −4.62%$55.28 (+6.37%)
Apr 21, 2026
23w ago
8-K
MIXED ★ 6/10
$50.59 $51.91▲ +2.61%▼ −2.31%$55.28 (+9.27%)
Showing 10 of 13

US Market Status

Market Closed — Opens Mon (64h 59m)

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