Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| STIFEL FINANCIAL CORPSF · Entity 3461 | Director | June 09, 2026 | June 11, 2026 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
STIFEL FINANCIAL CORP
Report date June 09, 2026 · Filed June 11, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Phantom Stock UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 2,450 |
Reported balance
After 2026-06-09 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2026-06-09 · Grant · Acquired 2,450 · Balance 2,450 F1: Units vest quarterly over a one year period. F2: No expiration date for these Units |
| Common StockSEC Table I · non-derivative | Direct | 23,144 |
Reported balance
Holding disclosure · report date 2026-06-09 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 23,144 |
Filing footnotes · ownership attribution and instrument terms
F1: Units vest quarterly over a one year period.
F2: No expiration date for these Units
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
MAXIM INTEGRATED PRODUCTS INC
Report date August 26, 2021 · Filed August 30, 2021
Section 16 reporting ended · disclosed 2021-08-30. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2021-08-26 transaction · row 1
1 source rowRow 1 · 2021-08-26 · Disposition to issuer · Disposed 6,189 · Balance 0 F1: Reflects disposition in connection with the consummation of the transactions contemplated by the Agreement & Plan of Merger, dated as of July 12, 2020 (the "Merger Agreement"), among the Issuer, Analog Devices, Inc. ("ADI") and Magneto Corp. ("Merger Sub"), pursuant to which (i)Merger Sub merged with and into the Issuer (the "Merger"), with the Issuer surviving the Merger as a wholly owned subsidiary of ADI, and (ii)at the effective time of the Merger (the "Effective Time"), each share of common stock, par value $0.001 per share, of the Issuer (the "Common Stock") outstanding immediately prior to the Effective Time was disposed of in exchange for 0.6300 (the "Exchange Ratio") of a share of common stock, par value $0.16 2/3 per share, of ADI (having a market value at the Effective Time of $103.32 per share based on the closing price per share of ADI common stock on the last trading day prior to the Merger of $164), together with cash in lieu of any fractional shares of ADI common stock. |
| Common StockSEC Table I · non-derivative | IndirectBy Trust | 0 |
Reported balance
After 2021-08-26 transaction · row 2
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 2 · 2021-08-26 · Disposition to issuer · Disposed 4,027 · Balance 0 F1: Reflects disposition in connection with the consummation of the transactions contemplated by the Agreement & Plan of Merger, dated as of July 12, 2020 (the "Merger Agreement"), among the Issuer, Analog Devices, Inc. ("ADI") and Magneto Corp. ("Merger Sub"), pursuant to which (i)Merger Sub merged with and into the Issuer (the "Merger"), with the Issuer surviving the Merger as a wholly owned subsidiary of ADI, and (ii)at the effective time of the Merger (the "Effective Time"), each share of common stock, par value $0.001 per share, of the Issuer (the "Common Stock") outstanding immediately prior to the Effective Time was disposed of in exchange for 0.6300 (the "Exchange Ratio") of a share of common stock, par value $0.16 2/3 per share, of ADI (having a market value at the Effective Time of $103.32 per share based on the closing price per share of ADI common stock on the last trading day prior to the Merger of $164), together with cash in lieu of any fractional shares of ADI common stock. |
Filing footnotes · ownership attribution and instrument terms
F1: Reflects disposition in connection with the consummation of the transactions contemplated by the Agreement & Plan of Merger, dated as of July 12, 2020 (the "Merger Agreement"), among the Issuer, Analog Devices, Inc. ("ADI") and Magneto Corp. ("Merger Sub"), pursuant to which (i)Merger Sub merged with and into the Issuer (the "Merger"), with the Issuer surviving the Merger as a wholly owned subsidiary of ADI, and (ii)at the effective time of the Merger (the "Effective Time"), each share of common stock, par value $0.001 per share, of the Issuer (the "Common Stock") outstanding immediately prior to the Effective Time was disposed of in exchange for 0.6300 (the "Exchange Ratio") of a share of common stock, par value $0.16 2/3 per share, of ADI (having a market value at the Effective Time of $103.32 per share based on the closing price per share of ADI common stock on the last trading day prior to the Merger of $164), together with cash in lieu of any fractional shares of ADI common stock.
Transaction history
JSON APIPurchases/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 | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| November 10, 2017 Filed Nov 13, 2017 16:27 UTC | MAXIM INTEGRATED PRODUCTS INC MXIM · Entity 135966 | GrantCommon Stock | 4,400 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-060303 · doc4.xml · nonDerivative · entry 1 Grady Robert Edward · CIK 0001404525 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 56,602 F1 · shares: Represents 4,400 Restricted Stock Units that vest quarterly in 2018, with the first vesting on 02/15/2018, subject to the individual's status as a Director through such dates. F2 · balance_after: Represents unvested Restricted Stock Units and Common Stock. Read SEC document |
| August 24, 2017 Filed Aug 28, 2017 17:55 UTC | MAXIM INTEGRATED PRODUCTS INC MXIM · Entity 135966 | Exercise / conversionNon-Qualified Stock Options (right to buy) · Derivative | 12,824 | $0.00 Strike: $22.66 | $0.00 |
DisclosureSEC source: 0001209191-17-050455 · doc4.xml · derivative · entry 9 Grady Robert Edward · CIK 0001404525 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 12,824 shares Expires 2017-11-15 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: Date when shares became fully exercisable. Read SEC document |
| August 24, 2017 Filed Aug 28, 2017 17:55 UTC | MAXIM INTEGRATED PRODUCTS INC MXIM · Entity 135966 | Exercise / conversionNon-Qualified Stock Options (right to buy) · Derivative | 7,725 | $0.00 Strike: $29.34 | $0.00 |
DisclosureSEC source: 0001209191-17-050455 · doc4.xml · derivative · entry 8 Grady Robert Edward · CIK 0001404525 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,575 Underlying: Common Stock · 7,725 shares Expires 2020-11-13 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: Date when shares became fully exercisable. Read SEC document |
| August 24, 2017 Filed Aug 28, 2017 17:55 UTC | MAXIM INTEGRATED PRODUCTS INC MXIM · Entity 135966 | Exercise / conversionNon-Qualified Stock Options (right to buy) · Derivative | 10,300 | $0.00 Strike: $27.88 | $0.00 |
DisclosureSEC source: 0001209191-17-050455 · doc4.xml · derivative · entry 7 Grady Robert Edward · CIK 0001404525 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 10,300 shares Expires 2019-11-14 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: Date when shares became fully exercisable. Read SEC document |
| August 24, 2017 Filed Aug 28, 2017 17:55 UTC | MAXIM INTEGRATED PRODUCTS INC MXIM · Entity 135966 | SaleCommon Stock | 12,824 | $45.04 | $577,576.29 |
DisclosureSEC source: 0001209191-17-050455 · doc4.xml · nonDerivative · entry 6 Grady Robert Edward · CIK 0001404525 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 52,202 F2 · price: Weighted average with prices ranging from $45.00 to $45.095. F1 · balance_after: Represents unvested Restricted Stock Units and Common Stock. Read SEC document |
| August 24, 2017 Filed Aug 28, 2017 17:55 UTC | MAXIM INTEGRATED PRODUCTS INC MXIM · Entity 135966 | Exercise / conversionCommon Stock | 12,824 | $22.66 | $290,591.84 |
DisclosureSEC source: 0001209191-17-050455 · doc4.xml · nonDerivative · entry 5 Grady Robert Edward · CIK 0001404525 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 65,026 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 · balance_after: Represents unvested Restricted Stock Units and Common Stock. Read SEC document |
| August 24, 2017 Filed Aug 28, 2017 17:55 UTC | MAXIM INTEGRATED PRODUCTS INC MXIM · Entity 135966 | SaleCommon Stock | 7,725 | $45.04 | $347,923.96 |
DisclosureSEC source: 0001209191-17-050455 · doc4.xml · nonDerivative · entry 4 Grady Robert Edward · CIK 0001404525 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 52,202 F2 · price: Weighted average with prices ranging from $45.00 to $45.095. F1 · balance_after: Represents unvested Restricted Stock Units and Common Stock. Read SEC document |
| August 24, 2017 Filed Aug 28, 2017 17:55 UTC | MAXIM INTEGRATED PRODUCTS INC MXIM · Entity 135966 | Exercise / conversionCommon Stock | 7,725 | $29.34 | $226,651.50 |
DisclosureSEC source: 0001209191-17-050455 · doc4.xml · nonDerivative · entry 3 Grady Robert Edward · CIK 0001404525 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 59,927 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 · balance_after: Represents unvested Restricted Stock Units and Common Stock. Read SEC document |
| August 24, 2017 Filed Aug 28, 2017 17:55 UTC | MAXIM INTEGRATED PRODUCTS INC MXIM · Entity 135966 | SaleCommon Stock | 10,300 | $45.04 | $463,898.61 |
DisclosureSEC source: 0001209191-17-050455 · doc4.xml · nonDerivative · entry 2 Grady Robert Edward · CIK 0001404525 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 52,202 F2 · price: Weighted average with prices ranging from $45.00 to $45.095. F1 · balance_after: Represents unvested Restricted Stock Units and Common Stock. Read SEC document |
| August 24, 2017 Filed Aug 28, 2017 17:55 UTC | MAXIM INTEGRATED PRODUCTS INC MXIM · Entity 135966 | Exercise / conversionCommon Stock | 10,300 | $27.88 | $287,164.00 |
DisclosureSEC source: 0001209191-17-050455 · doc4.xml · nonDerivative · entry 1 Grady Robert Edward · CIK 0001404525 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 62,502 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 · balance_after: Represents unvested Restricted Stock Units and Common Stock. Read SEC document |
| August 16, 2017 Filed Aug 18, 2017 18:09 UTC | MAXIM INTEGRATED PRODUCTS INC MXIM · Entity 135966 | Exercise / conversionNon-Qualified Stock Options (right to buy) · Derivative | 10,300 | $0.00 Strike: $26.87 | $0.00 |
DisclosureSEC source: 0001209191-17-049652 · doc4.xml · derivative · entry 3 Grady Robert Edward · CIK 0001404525 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 10,300 shares Expires 2018-11-16 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: Date when shares became fully exercisable. Read SEC document |
| August 16, 2017 Filed Aug 18, 2017 18:09 UTC | MAXIM INTEGRATED PRODUCTS INC MXIM · Entity 135966 | SaleCommon Stock | 10,300 | $45.66 | $470,316.54 |
DisclosureSEC source: 0001209191-17-049652 · doc4.xml · nonDerivative · entry 2 Grady Robert Edward · CIK 0001404525 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 52,202 F2 · price: Weighted average with prices ranging from $45.63 to $45.70. F1 · balance_after: Represents unvested Restricted Stock Units and Common Stock. Read SEC document |
| August 16, 2017 Filed Aug 18, 2017 18:09 UTC | MAXIM INTEGRATED PRODUCTS INC MXIM · Entity 135966 | Exercise / conversionCommon Stock | 10,300 | $26.87 | $276,761.00 |
DisclosureSEC source: 0001209191-17-049652 · doc4.xml · nonDerivative · entry 1 Grady Robert Edward · CIK 0001404525 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 62,502 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 · balance_after: Represents unvested Restricted Stock Units and Common Stock. Read SEC document |
| June 07, 2017 Filed Jun 9, 2017 19:42 UTC | STIFEL FINANCIAL CORP SF · Entity 3461 | GrantPhantom Stock Units · Derivative | 1,900 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000720672-17-000070 · edgardoc.xml · derivative · entry 2 Grady Robert Edward · CIK 0001404525 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,466 Underlying: Common Stock · 1,900 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 |
| December 30, 2016 Filed Jan 4, 2017 22:33 UTC | STIFEL FINANCIAL CORP SF · Entity 3461 | Exercise / conversionPhantom Stock Units · Derivative | 3,375 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000720672-17-000021 · edgardoc.xml · derivative · entry 2 Grady Robert Edward · CIK 0001404525 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,566 Underlying: Common Stock · 3,375 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.expiration_date: No expiration date for these Units. Read SEC document |
| December 30, 2016 Filed Jan 4, 2017 22:33 UTC | STIFEL FINANCIAL CORP SF · Entity 3461 | Exercise / conversionCommon Stock | 3,375 | $0.00 | $0.00 |
DisclosureSEC source: 0000720672-17-000021 · edgardoc.xml · nonDerivative · entry 1 Grady Robert Edward · CIK 0001404525 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,708 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 |
| November 09, 2016 Filed Nov 14, 2016 16:01 UTC | MAXIM INTEGRATED PRODUCTS INC MXIM · Entity 135966 | GrantCommon Stock | 5,600 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-16-149714 · doc4.xml · nonDerivative · entry 1 Grady Robert Edward · CIK 0001404525 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 52,202 F1 · shares: Represents 5,600 Restricted Stock Units that vest quarterly in 2017, with the first vesting on 2/15/2017, subject to the individual's status as a Director through such dates. F2 · balance_after: Represents unvested Restricted Stock Units and Common Stock. 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.