person · Reporting owner
Raymond Charles Bradford
Disclosed activity across 1 company
Sign in to followReported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| STIFEL FINANCIAL CORPSF · Entity 3461 | Co-Head Global Instl Eqty Adv | March 09, 2026 | March 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 March 09, 2026 · Filed March 11, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 88,337 |
Ending reported balance
After 2026-03-09 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2026-03-09 · Exercise / conversion · Acquired 53,241 · Balance 117,780 Row 2 · 2026-03-09 · Tax withholding · Disposed 29,443 · Balance 88,337 |
| Phantom Stock UnitSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 144,260 |
Reported balance
After 2026-03-09 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2026-03-09 · Grant · Acquired 60,673 · Balance 144,260 F1: These units are being issued based on the PRSU award granted in 2022. Of these units, 80 percent are currently vested and the remaining 20 percent will vest in one year. F2: No expiration date for these Units |
| Phantom Stock UnitSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 91,019 |
Reported balance
After 2026-03-09 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2026-03-09 · Exercise / conversion · Disposed 53,241 · Balance 91,019 F3: Currently exercisable. F2: No expiration date for these Units |
Filing footnotes · ownership attribution and instrument terms
F1: These units are being issued based on the PRSU award granted in 2022. Of these units, 80 percent are currently vested and the remaining 20 percent will vest in one year.
F2: No expiration date for these Units
F3: Currently exercisable.
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 |
|---|---|---|---|---|---|---|
| March 09, 2026 Filed Mar 11, 2026 20:39 UTC | STIFEL FINANCIAL CORP SF · Entity 3461 | Exercise / conversionPhantom Stock Unit · Derivative | 53,241 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-102301 · ownership.xml · derivative · entry 4 Raymond Charles Bradford · CIK 0002073787 · Co-Head Global Instl Eqty Adv 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 91,019 Underlying: Common Stock · 53,241 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 |
| March 09, 2026 Filed Mar 11, 2026 20:39 UTC | STIFEL FINANCIAL CORP SF · Entity 3461 | GrantPhantom Stock Unit · Derivative | 60,673 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-102301 · ownership.xml · derivative · entry 3 Raymond Charles Bradford · CIK 0002073787 · Co-Head Global Instl Eqty Adv 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 144,260 Underlying: Common Stock · 60,673 shares Expires not disclosed F1 · derivative.exercise_date: These units are being issued based on the PRSU award granted in 2022. 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 |
| March 09, 2026 Filed Mar 11, 2026 20:39 UTC | STIFEL FINANCIAL CORP SF · Entity 3461 | Tax withholdingCommon Stock | 29,443 | $73.05 | $2,150,811.15 |
DisclosureSEC source: 0001193125-26-102301 · ownership.xml · nonDerivative · entry 2 Raymond Charles Bradford · CIK 0002073787 · Co-Head Global Instl Eqty Adv 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 88,337 Read SEC document |
| March 09, 2026 Filed Mar 11, 2026 20:39 UTC | STIFEL FINANCIAL CORP SF · Entity 3461 | Exercise / conversionCommon Stock | 53,241 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-102301 · ownership.xml · nonDerivative · entry 1 Raymond Charles Bradford · CIK 0002073787 · Co-Head Global Instl Eqty Adv 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 117,780 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 27, 2026 Filed Mar 3, 2026 22:00 UTC | STIFEL FINANCIAL CORP SF · Entity 3461 | GrantPhantom Stock Unit · Derivative | 13,504 | $74.05 Strike: $0.00 | $999,971.20 |
DisclosureSEC source: 0001193125-26-088623 · ownership.xml · derivative · entry 3 Raymond Charles Bradford · CIK 0002073787 · Co-Head Global Instl Eqty Adv 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 83,587 Underlying: Common Stock · 13,504 shares Expires not disclosed F4 · derivative.exercise_date: Units vest in 10% increments over a 10 year period. F3 · derivative.expiration_date: No expiration date for these Units F1 · balance_after: This total has been adjusted to reflect the 3-for-2 stock split payable on February 26, 2026. Read SEC document |
| February 27, 2026 Filed Mar 3, 2026 22:00 UTC | STIFEL FINANCIAL CORP SF · Entity 3461 | GrantPhantom Stock Unit · Derivative | 12,694 | $74.05 Strike: $0.00 | $939,990.70 |
DisclosureSEC source: 0001193125-26-088623 · ownership.xml · derivative · entry 2 Raymond Charles Bradford · CIK 0002073787 · Co-Head Global Instl Eqty Adv 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 70,083 Underlying: Common Stock · 12,694 shares Expires not disclosed F2 · derivative.exercise_date: Units vest in 20% increments over a five year period. F3 · derivative.expiration_date: No expiration date for these Units F1 · balance_after: This total has been adjusted to reflect the 3-for-2 stock split payable on February 26, 2026. Read SEC document |
| January 13, 2026 Filed Jan 15, 2026 21:36 UTC | STIFEL FINANCIAL CORP SF · Entity 3461 | Exercise / conversionPhantom Stock Unit · Derivative | 20,927 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-014170 · ownership.xml · derivative · entry 3 Raymond Charles Bradford · CIK 0002073787 · Co-Head Global Instl Eqty Adv 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 38,259 Underlying: Common Stock · 20,927 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 |
| January 13, 2026 Filed Jan 15, 2026 21:36 UTC | STIFEL FINANCIAL CORP SF · Entity 3461 | Tax withholdingCommon Stock | 10,456 | $125.22 | $1,309,300.32 |
DisclosureSEC source: 0001193125-26-014170 · ownership.xml · nonDerivative · entry 2 Raymond Charles Bradford · CIK 0002073787 · Co-Head Global Instl Eqty Adv 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 43,026 Read SEC document |
| January 13, 2026 Filed Jan 15, 2026 21:36 UTC | STIFEL FINANCIAL CORP SF · Entity 3461 | Exercise / conversionCommon Stock | 20,927 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-014170 · ownership.xml · nonDerivative · entry 1 Raymond Charles Bradford · CIK 0002073787 · Co-Head Global Instl Eqty Adv 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 53,482 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 |
| August 19, 2025 Filed Aug 21, 2025 20:58 UTC | STIFEL FINANCIAL CORP SF · Entity 3461 | Disposition to issuerCommon Stock | 10,000 | $112.90 | $1,129,000.00 |
DisclosureSEC source: 0000950170-25-110713 · ownership.xml · nonDerivative · entry 1 Raymond Charles Bradford · CIK 0002073787 · Co-Head Global Instl Eqty Adv 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 32,555 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.