Last 12 months
Inside the activity.
0 purchase rows · 4 sale rows
Disclosed non-derivative P/S rows, by transaction month. Includes amendments and private transactions.Monthly counts
| Month | Purchases | Sales |
|---|---|---|
| Nov 2025 | 0 | 0 |
| Dec 2025 | 0 | 0 |
| Jan 2026 | 0 | 1 |
| Feb 2026 | 0 | 1 |
| Mar 2026 | 0 | 0 |
| Apr 2026 | 0 | 0 |
| May 2026 | 0 | 0 |
| Jun 2026 | 0 | 0 |
| Jul 2026 | 0 | 2 |
| Aug 2026 | 0 | 0 |
| Sep 2026 | 0 | 0 |
| Oct 2026 | 0 | 0 |
Latest available
Insider transactions
Purchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Owner / reported role | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| June 04, 2025 Filed Jun 6, 2025 20:37 UTC |
BROWN MICHAEL WDirector
|
GrantPhantom Stock Units · Derivative | 1,875 | $93.35 Strike: $0.00 | $175,031.25 |
DisclosureSEC source: 0000950170-25-083168 · ownership.xml · derivative · entry 2 BROWN MICHAEL W · CIK 0001205542 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,789 Underlying: Common Stock · 1,875 shares Expires not disclosed F1 · derivative.exercise_date: Units vest quarterly over a one year period. F2 · derivative.expiration_date: No expiration date for these Units Read SEC document |
| June 04, 2025 Filed Jun 6, 2025 20:35 UTC |
Brown Maryam S.Director
|
GrantPhantom Stock Units · Derivative | 1,875 | $93.35 Strike: $0.00 | $175,031.25 |
DisclosureSEC source: 0000950170-25-083161 · ownership.xml · derivative · entry 2 Brown Maryam S. · CIK 0001764370 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,789 Underlying: Common Stock · 1,875 shares Expires not disclosed F1 · derivative.exercise_date: Units vest quarterly over a one year period. F2 · derivative.expiration_date: No expiration date for these Units Read SEC document |
| June 04, 2025 Filed Jun 6, 2025 20:32 UTC |
Berlew Adam T.Director
|
GrantPhontom Stock Unit · Derivative | 1,875 | $93.35 Strike: $0.00 | $175,031.25 |
DisclosureSEC source: 0000950170-25-083147 · ownership.xml · derivative · entry 2 Berlew Adam T. · CIK 0001785308 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,789 Underlying: Common Stock · 1,875 shares Expires not disclosed F1 · derivative.exercise_date: Units vest quarterly over a one year period. F2 · derivative.expiration_date: No expiration date for these Units Read SEC document |
| May 13, 2025 Filed May 13, 2025 20:47 UTC |
PEACOCK DAVID ADirector
|
SaleCommon Stock | 12,922 | $99.83 | $1,290,003.26 |
DisclosureSEC source: 0000950170-25-070480 · ownership.xml · nonDerivative · entry 1 PEACOCK DAVID A · CIK 0001382184 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · by Trust Disclosed balance after: 8,228 Read SEC document |
| March 14, 2025 Filed Mar 17, 2025 20:55 UTC |
BROWN MICHAEL WDirector
|
GiftCommon Stock | 25 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-040436 · ownership.xml · nonDerivative · entry 1 BROWN MICHAEL W · CIK 0001205542 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 65,054 Read SEC document |
| March 09, 2025 Filed Mar 10, 2025 23:01 UTC |
Ludeman Daniel J.Director
|
Exercise / conversionPhantom Stock Units · Derivative | 1,914 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-036641 · ownership.xml · derivative · entry 2 Ludeman Daniel J. · CIK 0001785311 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,914 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_date: Currently exercisable. F2 · derivative.expiration_date: No expiration date for these Units Read SEC document |
| March 09, 2025 Filed Mar 10, 2025 23:01 UTC |
Ludeman Daniel J.Director
|
Exercise / conversionCommon Stock | 1,914 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-036641 · ownership.xml · nonDerivative · entry 1 Ludeman Daniel J. · CIK 0001785311 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 14,442 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| March 06, 2025 Filed Mar 10, 2025 23:22 UTC |
Michaud Thomas B.Senior Vice President
|
GrantPhantom Stock Units · Derivative | 10,160 | $98.43 Strike: $0.00 | $1,000,048.80 |
DisclosureSEC source: 0000950170-25-036658 · ownership.xml · derivative · entry 3 Michaud Thomas B. · CIK 0001380492 · Senior Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 47,911 Underlying: Common Stock · 10,160 shares Expires not disclosed F3 · derivative.exercise_date: Units vest in 10% increments over a 10 year period. F2 · derivative.expiration_date: No expiration date for these Units Read SEC document |
| March 06, 2025 Filed Mar 10, 2025 23:22 UTC |
Michaud Thomas B.Senior Vice President
|
GrantPhantom Stock Units · Derivative | 8,458 | $98.43 Strike: $0.00 | $832,520.94 |
DisclosureSEC source: 0000950170-25-036658 · ownership.xml · derivative · entry 2 Michaud Thomas B. · CIK 0001380492 · Senior Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 37,751 Underlying: Common Stock · 8,458 shares Expires not disclosed F1 · derivative.exercise_date: Units vest in 20% increments over a five year period. F2 · derivative.expiration_date: No expiration date for these Units Read SEC document |
| March 06, 2025 Filed Mar 10, 2025 23:18 UTC |
Marischen James MChief Financial Officer
|
GrantPhantom Stock Units · Derivative | 8,229 | $98.43 Strike: $0.00 | $809,980.47 |
DisclosureSEC source: 0000950170-25-036654 · ownership.xml · derivative · entry 2 Marischen James M · CIK 0001638499 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 31,171 Underlying: Common Stock · 8,229 shares Expires not disclosed F1 · derivative.exercise_date: Units vest in 20% increments over a five year period. F2 · derivative.expiration_date: No expiration date for these Units Read SEC document |
| March 06, 2025 Filed Mar 10, 2025 23:17 UTC |
REICHERT CHRISTOPHER KCEO of Stifel Bank & Trust
|
GrantPhantom Stock Units · Derivative | 6,743 | $98.43 Strike: $0.00 | $663,713.49 |
DisclosureSEC source: 0000950170-25-036652 · ownership.xml · derivative · entry 2 REICHERT CHRISTOPHER K · CIK 0001203004 · CEO of Stifel Bank & Trust 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 22,782 Underlying: Common Stock · 6,743 shares Expires not disclosed F1 · derivative.exercise_date: Units vest in 20% increments over a five year period. F2 · derivative.expiration_date: No expiration date for these Units Read SEC document |
| March 06, 2025 Filed Mar 10, 2025 23:15 UTC |
SLINEY DAVID DChief Operating Officer
|
GrantPhantom Stock Units · Derivative | 9,525 | $98.43 Strike: $0.00 | $937,545.75 |
DisclosureSEC source: 0000950170-25-036650 · ownership.xml · derivative · entry 2 SLINEY DAVID D · CIK 0001203692 · Chief Operating Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 32,919 Underlying: Common Stock · 9,525 shares Expires not disclosed F1 · derivative.exercise_date: Units vest in 20% increments over a five year period. F2 · derivative.expiration_date: No expiration date for these Units Read SEC document |
| March 06, 2025 Filed Mar 10, 2025 23:11 UTC |
Nesi VictorCo-President
|
GrantPhantom Stock Units · Derivative | 15,747 | $98.43 Strike: $0.00 | $1,549,977.21 |
DisclosureSEC source: 0000950170-25-036645 · ownership.xml · derivative · entry 5 Nesi Victor · CIK 0001470453 · Co-President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 82,251 Underlying: Common Stock · 15,747 shares Expires not disclosed F1 · derivative.exercise_date: Units vest in 20% increments over a five year period. F2 · derivative.expiration_date: No expiration date for these Units Read SEC document |
| March 06, 2025 Filed Mar 10, 2025 23:09 UTC |
ZEMLYAK JAMES MCo-President
|
GrantPhantom Stock Units · Derivative | 3,048 | $98.43 Strike: $0.00 | $300,014.64 |
DisclosureSEC source: 0000950170-25-036644 · ownership.xml · derivative · entry 5 ZEMLYAK JAMES M · CIK 0001203675 · Co-President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 86,354 Underlying: Common Stock · 3,048 shares Expires not disclosed F3 · derivative.exercise_date: Units vest in 10% increments over a 10 year period. F2 · derivative.expiration_date: No expiration date for these Units Read SEC document |
| March 06, 2025 Filed Mar 10, 2025 23:09 UTC |
ZEMLYAK JAMES MCo-President
|
GrantPhantom Stock Units · Derivative | 20,827 | $98.43 Strike: $0.00 | $2,050,001.61 |
DisclosureSEC source: 0000950170-25-036644 · ownership.xml · derivative · entry 4 ZEMLYAK JAMES M · CIK 0001203675 · Co-President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 83,306 Underlying: Common Stock · 20,827 shares Expires not disclosed F1 · derivative.exercise_date: Units vest in 20% increments over a five year period. F2 · derivative.expiration_date: No expiration date for these Units Read SEC document |
| March 06, 2025 Filed Mar 10, 2025 23:07 UTC |
KRUSZEWSKI RONALD JDirector · Chief Executive Officer
|
GrantPhantom Stock Units · Derivative | 45,108 | $98.43 Strike: $0.00 | $4,439,980.44 |
DisclosureSEC source: 0000950170-25-036643 · ownership.xml · derivative · entry 2 KRUSZEWSKI RONALD J · CIK 0001203674 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 177,889 Underlying: Common Stock · 45,108 shares Expires not disclosed F1 · derivative.exercise_date: Units vest in 20% increments over a five year period. F2 · derivative.expiration_date: No expiration date for these Units Read SEC document |
| March 06, 2025 Filed Mar 10, 2025 23:05 UTC |
Fisher Mark PSenior VP & General Counsel
|
GrantPhantom Stock Units · Derivative | 8,229 | $98.43 Strike: $0.00 | $809,980.47 |
DisclosureSEC source: 0000950170-25-036642 · ownership.xml · derivative · entry 2 Fisher Mark P · CIK 0001345807 · Senior VP & General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 30,114 Underlying: Common Stock · 8,229 shares Expires not disclosed F1 · derivative.exercise_date: Units vest in 20% increments over a five year period. F2 · derivative.expiration_date: No expiration date for these Units Read SEC document |
| February 28, 2025 Filed Mar 4, 2025 21:57 UTC |
ZEMLYAK JAMES MCo-President
|
Exercise / conversionPhantom Stock Units · Derivative | 5,977 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-032337 · ownership.xml · derivative · entry 5 ZEMLYAK JAMES M · CIK 0001203675 · Co-President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 62,479 Underlying: Common Stock · 5,977 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_date: Currently exercisable. F2 · derivative.expiration_date: No expiration date for these Units Read SEC document |
| February 28, 2025 Filed Mar 4, 2025 21:57 UTC |
ZEMLYAK JAMES MCo-President
|
Tax withholdingCommon Stock | 2,634 | $104.90 | $276,306.60 |
DisclosureSEC source: 0000950170-25-032337 · ownership.xml · nonDerivative · entry 2 ZEMLYAK JAMES M · CIK 0001203675 · Co-President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,169,549 Read SEC document |
| February 28, 2025 Filed Mar 4, 2025 21:57 UTC |
ZEMLYAK JAMES MCo-President
|
Exercise / conversionCommon Stock | 5,977 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-032337 · ownership.xml · nonDerivative · entry 1 ZEMLYAK JAMES M · CIK 0001203675 · Co-President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,172,183 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| February 28, 2025 Filed Mar 4, 2025 21:59 UTC |
Michaud Thomas B.Senior Vice President
|
Exercise / conversionPhantom Stock Units · Derivative | 3,387 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-032348 · ownership.xml · derivative · entry 3 Michaud Thomas B. · CIK 0001380492 · Senior Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 29,293 Underlying: Common Stock · 3,387 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_date: Currently exercisable. F2 · derivative.expiration_date: No expiration date for these Units Read SEC document |
| February 28, 2025 Filed Mar 4, 2025 21:59 UTC |
Michaud Thomas B.Senior Vice President
|
Tax withholdingCommon Stock | 1,570 | $104.90 | $164,693.00 |
DisclosureSEC source: 0000950170-25-032348 · ownership.xml · nonDerivative · entry 2 Michaud Thomas B. · CIK 0001380492 · Senior Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 89,469 Read SEC document |
| February 28, 2025 Filed Mar 4, 2025 21:59 UTC |
Michaud Thomas B.Senior Vice President
|
Exercise / conversionCommon Stock | 3,387 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-032348 · ownership.xml · nonDerivative · entry 1 Michaud Thomas B. · CIK 0001380492 · Senior Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 91,039 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| February 28, 2025 Filed Mar 4, 2025 21:55 UTC |
Nesi VictorCo-President
|
Exercise / conversionPhantom Stock Units · Derivative | 6,933 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-032329 · ownership.xml · derivative · entry 6 Nesi Victor · CIK 0001470453 · Co-President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 66,504 Underlying: Common Stock · 6,933 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_date: Currently exercisable. F2 · derivative.expiration_date: No expiration date for these Units Read SEC document |
| February 28, 2025 Filed Mar 4, 2025 21:55 UTC |
Nesi VictorCo-President
|
Tax withholdingCommon Stock | 3,540 | $104.90 | $371,346.00 |
DisclosureSEC source: 0000950170-25-032329 · ownership.xml · nonDerivative · entry 2 Nesi Victor · CIK 0001470453 · Co-President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 184,360 Read SEC document |
| February 28, 2025 Filed Mar 4, 2025 21:55 UTC |
Nesi VictorCo-President
|
Exercise / conversionCommon Stock | 6,933 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-032329 · ownership.xml · nonDerivative · entry 1 Nesi Victor · CIK 0001470453 · Co-President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 187,900 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| February 28, 2025 Filed Mar 4, 2025 21:54 UTC |
SLINEY DAVID DChief Operating Officer
|
Exercise / conversionPhantom Stock Units · Derivative | 1,952 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-032321 · ownership.xml · derivative · entry 3 SLINEY DAVID D · CIK 0001203692 · Chief Operating Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 23,394 Underlying: Common Stock · 1,952 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_date: Currently exercisable. F2 · derivative.expiration_date: No expiration date for these Units Read SEC document |
| February 28, 2025 Filed Mar 4, 2025 21:54 UTC |
SLINEY DAVID DChief Operating Officer
|
Tax withholdingCommon Stock | 860 | $104.90 | $90,214.00 |
DisclosureSEC source: 0000950170-25-032321 · ownership.xml · nonDerivative · entry 2 SLINEY DAVID D · CIK 0001203692 · Chief Operating Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 171,043 Read SEC document |
| February 28, 2025 Filed Mar 4, 2025 21:54 UTC |
SLINEY DAVID DChief Operating Officer
|
Exercise / conversionCommon Stock | 1,952 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-032321 · ownership.xml · nonDerivative · entry 1 SLINEY DAVID D · CIK 0001203692 · Chief Operating Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 171,903 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| February 28, 2025 Filed Mar 4, 2025 21:50 UTC |
KRUSZEWSKI RONALD JDirector · Chief Executive Officer
|
Exercise / conversionPhantom Stock Units · Derivative | 13,945 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-032308 · ownership.xml · derivative · entry 3 KRUSZEWSKI RONALD J · CIK 0001203674 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 132,781 Underlying: Common Stock · 13,945 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_date: Currently exercisable. F2 · derivative.expiration_date: No expiration date for these Units Read SEC document |
| February 28, 2025 Filed Mar 4, 2025 21:50 UTC |
KRUSZEWSKI RONALD JDirector · Chief Executive Officer
|
Tax withholdingCommon Stock | 6,143 | $104.90 | $644,400.70 |
DisclosureSEC source: 0000950170-25-032308 · ownership.xml · nonDerivative · entry 2 KRUSZEWSKI RONALD J · CIK 0001203674 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,255,189 Read SEC document |
| February 28, 2025 Filed Mar 4, 2025 21:50 UTC |
KRUSZEWSKI RONALD JDirector · Chief Executive Officer
|
Exercise / conversionCommon Stock | 13,945 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-032308 · ownership.xml · nonDerivative · entry 1 KRUSZEWSKI RONALD J · CIK 0001203674 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,261,332 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| February 28, 2025 Filed Mar 4, 2025 21:49 UTC |
Fisher Mark PSenior VP & General Counsel
|
Exercise / conversionPhantom Stock Units · Derivative | 1,195 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-032302 · ownership.xml · derivative · entry 3 Fisher Mark P · CIK 0001345807 · Senior VP & General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 21,885 Underlying: Common Stock · 1,195 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_date: Currently exercisable. F2 · derivative.expiration_date: No expiration date for these Units Read SEC document |
| February 28, 2025 Filed Mar 4, 2025 21:49 UTC |
Fisher Mark PSenior VP & General Counsel
|
Tax withholdingCommon Stock | 644 | $104.90 | $67,555.60 |
DisclosureSEC source: 0000950170-25-032302 · ownership.xml · nonDerivative · entry 2 Fisher Mark P · CIK 0001345807 · Senior VP & General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 56,599 Read SEC document |
| February 28, 2025 Filed Mar 4, 2025 21:49 UTC |
Fisher Mark PSenior VP & General Counsel
|
Exercise / conversionCommon Stock | 1,195 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-032302 · ownership.xml · nonDerivative · entry 1 Fisher Mark P · CIK 0001345807 · Senior VP & General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 57,243 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| February 28, 2025 Filed Mar 4, 2025 21:46 UTC |
REICHERT CHRISTOPHER KCEO of Stifel Bank & Trust
|
Exercise / conversionPhantom Stock Units · Derivative | 1,104 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-032284 · ownership.xml · derivative · entry 3 REICHERT CHRISTOPHER K · CIK 0001203004 · CEO of Stifel Bank & Trust 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 16,039 Underlying: Common Stock · 1,104 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_date: Currently exercisable. F2 · derivative.expiration_date: No expiration date for these Units Read SEC document |
| February 28, 2025 Filed Mar 4, 2025 21:46 UTC |
REICHERT CHRISTOPHER KCEO of Stifel Bank & Trust
|
Tax withholdingCommon Stock | 491 | $104.90 | $51,505.90 |
DisclosureSEC source: 0000950170-25-032284 · ownership.xml · nonDerivative · entry 2 REICHERT CHRISTOPHER K · CIK 0001203004 · CEO of Stifel Bank & Trust 10b5-1 filing: No plan indicated Ownership: Indirect · by Trust Disclosed balance after: 49,369 Read SEC document |
| February 28, 2025 Filed Mar 4, 2025 21:46 UTC |
REICHERT CHRISTOPHER KCEO of Stifel Bank & Trust
|
Exercise / conversionCommon Stock | 1,104 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-032284 · ownership.xml · nonDerivative · entry 1 REICHERT CHRISTOPHER K · CIK 0001203004 · CEO of Stifel Bank & Trust 10b5-1 filing: No plan indicated Ownership: Indirect · by Trust Disclosed balance after: 49,860 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| February 28, 2025 Filed Mar 4, 2025 21:45 UTC |
Marischen James MChief Financial Officer
|
Exercise / conversionPhantom Stock Units · Derivative | 1,076 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-032272 · ownership.xml · derivative · entry 3 Marischen James M · CIK 0001638499 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 22,942 Underlying: Common Stock · 1,076 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_date: Currently exercisable. F2 · derivative.expiration_date: No expiration date for these Units Read SEC document |
| February 28, 2025 Filed Mar 4, 2025 21:45 UTC |
Marischen James MChief Financial Officer
|
Tax withholdingCommon Stock | 475 | $104.90 | $49,827.50 |
DisclosureSEC source: 0000950170-25-032272 · ownership.xml · nonDerivative · entry 2 Marischen James M · CIK 0001638499 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 68,846 Read SEC document |
| February 28, 2025 Filed Mar 4, 2025 21:45 UTC |
Marischen James MChief Financial Officer
|
Exercise / conversionCommon Stock | 1,076 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-032272 · ownership.xml · nonDerivative · entry 1 Marischen James M · CIK 0001638499 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 69,321 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| February 25, 2025 Filed Feb 26, 2025 21:55 UTC |
KRUSZEWSKI RONALD JDirector · Chief Executive Officer
|
OtherCommon Stock | 1,840 | $104.01 | $191,378.40 |
DisclosureSEC source: 0000950170-25-027878 · ownership.xml · nonDerivative · entry 1 KRUSZEWSKI RONALD J · CIK 0001203674 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,247,387 F1 · kind: These shares were contributed by Mr. Kruszewski to the Longview Advantage ETF. Read SEC document |
| February 25, 2025 Filed Jun 27, 2025 21:06 UTC Amendment |
KRUSZEWSKI RONALD JDirector · Chief Executive Officer
|
OtherCommon Stock | 1,768 | $104.01 | $183,889.68 |
DisclosureSEC source: 0000950170-25-091018 · ownership.xml · nonDerivative · entry 1 KRUSZEWSKI RONALD J · CIK 0001203674 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,247,459 F1 · kind: These shares were contributed by Mr. Kruszewski to the Longview Advantage ETF. Read SEC document |
| February 03, 2025 Filed Feb 5, 2025 21:52 UTC |
KRUSZEWSKI RONALD JDirector · Chief Executive Officer
|
Exercise / conversionPhantom Stock Units · Derivative | 50,168 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-014604 · ownership.xml · derivative · entry 4 KRUSZEWSKI RONALD J · CIK 0001203674 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 146,726 Underlying: Common Stock · 50,168 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F3 · derivative.exercise_date: Currently exercisable. F2 · derivative.expiration_date: No expiration date for these Units Read SEC document |
| February 03, 2025 Filed Feb 5, 2025 21:52 UTC |
KRUSZEWSKI RONALD JDirector · Chief Executive Officer
|
GrantPhantom Stock Units · Derivative | 62,710 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-014604 · ownership.xml · derivative · entry 3 KRUSZEWSKI RONALD J · CIK 0001203674 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 196,894 Underlying: Common Stock · 62,710 shares Expires not disclosed F1 · derivative.exercise_date: These units are being issued based on the PRSU award agreemenmt dated January 27, 2021. Of these units, 80 percent are currently vested and the remaining 20 percent will vest in one year. F2 · derivative.expiration_date: No expiration date for these Units Read SEC document |
| February 03, 2025 Filed Feb 5, 2025 21:52 UTC |
KRUSZEWSKI RONALD JDirector · Chief Executive Officer
|
Tax withholdingCommon Stock | 22,099 | $117.51 | $2,596,853.49 |
DisclosureSEC source: 0000950170-25-014604 · ownership.xml · nonDerivative · entry 2 KRUSZEWSKI RONALD J · CIK 0001203674 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,249,227 Read SEC document |
| February 03, 2025 Filed Feb 5, 2025 21:52 UTC |
KRUSZEWSKI RONALD JDirector · Chief Executive Officer
|
Exercise / conversionCommon Stock | 50,168 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-014604 · ownership.xml · nonDerivative · entry 1 KRUSZEWSKI RONALD J · CIK 0001203674 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,271,326 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| February 03, 2025 Filed Feb 5, 2025 21:50 UTC |
Nesi VictorCo-President
|
Exercise / conversionPhantom Stock Units · Derivative | 27,593 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-014602 · ownership.xml · derivative · entry 7 Nesi Victor · CIK 0001470453 · Co-President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 73,437 Underlying: Common Stock · 27,593 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · derivative.exercise_date: Currently exercisable. F3 · derivative.expiration_date: No expiration date for these Units Read SEC document |
| February 03, 2025 Filed Feb 5, 2025 21:50 UTC |
Nesi VictorCo-President
|
GrantPhantom Stock Units · Derivative | 34,491 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-014602 · ownership.xml · derivative · entry 6 Nesi Victor · CIK 0001470453 · Co-President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 101,030 Underlying: Common Stock · 34,491 shares Expires not disclosed F1 · derivative.exercise_date: These units are being issued based on the PRSU award agreemenmt dated January 27, 2021. Of these units, 80 percent are currently vested and the remaining 20 percent will vest in one year. F2 · derivative.expiration_date: Currently exercisable. Read SEC document |
| February 03, 2025 Filed Feb 5, 2025 21:50 UTC |
Nesi VictorCo-President
|
Tax withholdingCommon Stock | 14,087 | $117.51 | $1,655,363.37 |
DisclosureSEC source: 0000950170-25-014602 · ownership.xml · nonDerivative · entry 2 Nesi Victor · CIK 0001470453 · Co-President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 180,951 Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.