Insider Trading February 4, 2026

Commerce Bancshares SVP Sells $111,553 of Stock; Company Posts Record Quarterly Revenue

David L. Roller offloads shares as bank reports modest earnings beat and InvestingPro flags potential undervaluation

By Ajmal Hussain CBSH
Commerce Bancshares SVP Sells $111,553 of Stock; Company Posts Record Quarterly Revenue
CBSH

Commerce Bancshares Senior Vice President David L. Roller sold a block of shares worth roughly $111,553 on February 3, 2026. The regional bank reported a slight earnings beat for the fourth quarter, delivered record quarterly revenue driven by net interest income and fee-based businesses, and maintains a long track record of dividend payments. InvestingPro analysis indicates the shares may be trading below Fair Value.

Key Points

  • Commerce Bancshares SVP David L. Roller sold 2,092 shares on February 3, 2026, for roughly $111,553 at $53.324 per share.
  • Roller additionally disposed of 1,582 shares on February 2 and 3 under transaction code "F" to cover tax obligations, totaling $84,385 at prices from $53.23 to $53.59.
  • The bank reported Q4 earnings of $1.01 per share, slightly above analyst expectations of $1.00, and recorded its highest quarterly revenue driven by net interest income and fee-based businesses.

Senior Vice President David L. Roller of Commerce Bancshares (NASDAQ: CBSH) executed an open-market sale of 2,092 shares on February 3, 2026, at a price of $53.324 per share, generating proceeds of about $111,553.

According to regulatory disclosures, Roller also sold 1,582 shares of Common Stock on February 2 and February 3 under transaction code "F" to satisfy tax obligations. Those shares changed hands at prices between $53.23 and $53.59, for a combined value of $84,385.

After completing these transactions, Roller holds 28,933 shares directly and has an indirect interest in 2,155 shares held through a 401(k) plan.

The bank's stock is trading at $54.31 at the time of the report. InvestingPro analysis cited in the filings suggests Commerce Bancshares appears undervalued versus its Fair Value.

Commerce Bancshares has a market capitalization of $8.02 billion, trades at a price-to-earnings ratio of 13.55, and offers a dividend yield of 2.03%.

InvestingPro data included in the disclosure points to a lengthy dividend record at the company: dividends have been paid for 55 consecutive years and increased for 12 straight years. Analysts referenced in the same data set project continued profitability.

In other corporate disclosures, Commerce Bancshares posted fourth-quarter earnings of $1.01 per share, a modest beat of analyst expectations that were set at $1.00 per share. Management reported record quarterly revenue, attributing the results to strong performance in net interest income and fee-based businesses. The earnings announcement did not move the stock in after-hours trading.

These filings and quarterly results together offer a snapshot of recent insider activity, valuation context and operational performance for the regional bank. The insider sales, tax-related dispositions and the company-reported financials are presented in the regulatory documents without additional commentary on motive or intent.

Risks

  • Insider selling may prompt investor scrutiny regarding insider sentiment, particularly within the banking sector and among regional bank investors.
  • Revenue concentration in net interest income and fee-based businesses introduces exposure to interest-rate and fee-pressure dynamics that affect financials and investor expectations.
  • Market reaction to earnings and insider transactions is uncertain - the announcement did not move the stock in after-hours trading, leaving near-term sentiment unclear.

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