Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| STIFEL FINANCIAL CORPSF · Entity 3461 | CEO of Stifel Bank & Trust | February 27, 2026 | March 03, 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 February 27, 2026 · Filed March 03, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Phantom Stock UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 29,041 |
Reported balance
After 2026-02-27 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2026-02-27 · Grant · Acquired 5,402 · Balance 29,041 F2: Units vest in 20% increments over a five year period. F3: No expiration date for these Units F1: This total has been adjusted to reflect the 3-for-2 stock split payable on February 26, 2026. |
| Phantom Stock UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 33,092 |
Reported balance
After 2026-02-27 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2026-02-27 · Grant · Acquired 4,051 · Balance 33,092 F4: Units vest in 10% increments over a 10 year period. F3: No expiration date for these Units F1: This total has been adjusted to reflect the 3-for-2 stock split payable on February 26, 2026. |
| Common StockSEC Table I · non-derivative | Indirectby Trust | 89,220 |
Reported balance
Holding disclosure · report date 2026-02-27 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 89,220 F1: This total has been adjusted to reflect the 3-for-2 stock split payable on February 26, 2026. |
Filing footnotes · ownership attribution and instrument terms
F1: This total has been adjusted to reflect the 3-for-2 stock split payable on February 26, 2026.
F2: Units vest in 20% increments over a five year period.
F3: No expiration date for these Units
F4: Units vest in 10% increments over a 10 year period.
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 |
|---|---|---|---|---|---|---|
| February 27, 2026 Filed Mar 3, 2026 22:16 UTC | STIFEL FINANCIAL CORP SF · Entity 3461 | GrantPhantom Stock Units · Derivative | 4,051 | $74.05 Strike: $0.00 | $299,976.55 |
DisclosureSEC source: 0001193125-26-088760 · 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: 33,092 Underlying: Common Stock · 4,051 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 22:16 UTC | STIFEL FINANCIAL CORP SF · Entity 3461 | GrantPhantom Stock Units · Derivative | 5,402 | $74.05 Strike: $0.00 | $400,018.10 |
DisclosureSEC source: 0001193125-26-088760 · 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: 29,041 Underlying: Common Stock · 5,402 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 |
| February 18, 2026 Filed Feb 20, 2026 21:35 UTC | STIFEL FINANCIAL CORP SF · Entity 3461 | Exercise / conversionPhantom Stock Units · Derivative | 7,396 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-061494 · ownership.xml · derivative · entry 4 REICHERT CHRISTOPHER K · CIK 0001203004 · CEO of Stifel Bank & Trust 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,759 Underlying: Common Stock · 7,396 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 18, 2026 Filed Feb 20, 2026 21:35 UTC | STIFEL FINANCIAL CORP SF · Entity 3461 | GrantPhantom Stock Units · Derivative | 9,245 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-061494 · 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: 23,155 Underlying: Common Stock · 9,245 shares Expires not disclosed F1 · derivative.exercise_date: These units are being issued based on the PRSU award agreement dated February 18, 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 |
| February 18, 2026 Filed Feb 20, 2026 21:35 UTC | STIFEL FINANCIAL CORP SF · Entity 3461 | Tax withholdingCommon Stock | 3,261 | $120.49 | $392,917.89 |
DisclosureSEC source: 0001193125-26-061494 · 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: 59,480 Read SEC document |
| February 18, 2026 Filed Feb 20, 2026 21:35 UTC | STIFEL FINANCIAL CORP SF · Entity 3461 | Exercise / conversionCommon Stock | 7,396 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-061494 · 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: 62,741 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 |
| January 30, 2026 Filed Feb 3, 2026 21:34 UTC | STIFEL FINANCIAL CORP SF · Entity 3461 | Exercise / conversionPhantom Stock Units · Derivative | 1,568 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-035698 · 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: 13,910 Underlying: Common Stock · 1,568 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 30, 2026 Filed Feb 3, 2026 21:34 UTC | STIFEL FINANCIAL CORP SF · Entity 3461 | Tax withholdingCommon Stock | 694 | $126.24 | $87,610.56 |
DisclosureSEC source: 0001193125-26-035698 · 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: 55,345 Read SEC document |
| January 30, 2026 Filed Feb 3, 2026 21:34 UTC | STIFEL FINANCIAL CORP SF · Entity 3461 | Exercise / conversionCommon Stock | 1,568 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-035698 · 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: 56,039 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 |
| January 13, 2026 Filed Jan 15, 2026 21:55 UTC | STIFEL FINANCIAL CORP SF · Entity 3461 | Exercise / conversionPhantom Stock Units · Derivative | 7,304 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-014211 · 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: 15,478 Underlying: Common Stock · 7,304 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 21:55 UTC | STIFEL FINANCIAL CORP SF · Entity 3461 | Tax withholdingCommon Stock | 2,202 | $125.22 | $275,734.44 |
DisclosureSEC source: 0001193125-26-014211 · 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: 54,471 Read SEC document |
| January 13, 2026 Filed Jan 15, 2026 21:55 UTC | STIFEL FINANCIAL CORP SF · Entity 3461 | Exercise / conversionCommon Stock | 7,304 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-014211 · 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: 56,673 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 23:17 UTC | STIFEL FINANCIAL CORP SF · Entity 3461 | 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 |
| February 28, 2025 Filed Mar 4, 2025 21:46 UTC | STIFEL FINANCIAL CORP SF · Entity 3461 | 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 | STIFEL FINANCIAL CORP SF · Entity 3461 | 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 | STIFEL FINANCIAL CORP SF · Entity 3461 | 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 03, 2025 Filed Feb 5, 2025 21:44 UTC | STIFEL FINANCIAL CORP SF · Entity 3461 | Exercise / conversionPhantom Stock Units · Derivative | 6,271 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-014589 · ownership.xml · derivative · entry 4 REICHERT CHRISTOPHER K · CIK 0001203004 · CEO of Stifel Bank & Trust 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 17,143 Underlying: Common Stock · 6,271 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 21:44 UTC | STIFEL FINANCIAL CORP SF · Entity 3461 | GrantPhantom Stock Units · Derivative | 7,839 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-014589 · 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: 23,414 Underlying: Common Stock · 7,839 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 21:44 UTC | STIFEL FINANCIAL CORP SF · Entity 3461 | Tax withholdingCommon Stock | 2,732 | $117.51 | $321,037.32 |
DisclosureSEC source: 0000950170-25-014589 · 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: 48,756 Read SEC document |
| February 03, 2025 Filed Feb 5, 2025 21:44 UTC | STIFEL FINANCIAL CORP SF · Entity 3461 | Exercise / conversionCommon Stock | 6,271 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-014589 · 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: 51,488 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 |
| January 08, 2025 Filed Jan 10, 2025 21:40 UTC | STIFEL FINANCIAL CORP SF · Entity 3461 | Exercise / conversionPhantom Stock Units · Derivative | 6,651 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-004226 · 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: 15,575 Underlying: Common Stock · 6,651 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 08, 2025 Filed Jan 10, 2025 21:40 UTC | STIFEL FINANCIAL CORP SF · Entity 3461 | Tax withholdingCommon Stock | 2,022 | $106.08 | $214,493.76 |
DisclosureSEC source: 0000950170-25-004226 · 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: 45,217 Read SEC document |
| January 08, 2025 Filed Jan 10, 2025 21:40 UTC | STIFEL FINANCIAL CORP SF · Entity 3461 | Exercise / conversionCommon Stock | 6,651 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-004226 · 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: 47,239 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 08, 2024 Filed Mar 12, 2024 21:04 UTC | STIFEL FINANCIAL CORP SF · Entity 3461 | GrantPhantom Stock Units · Derivative | 6,933 | $75.00 Strike: $0.00 | $519,975.00 |
DisclosureSEC source: 0000950170-24-030102 · 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: 22,226 Underlying: Common Stock · 6,933 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 08, 2024 Filed Mar 12, 2024 21:04 UTC | STIFEL FINANCIAL CORP SF · Entity 3461 | Disposition to issuerCommon Stock | 10,000 | $75.41 | $754,100.00 |
DisclosureSEC source: 0000950170-24-030102 · 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: 40,588 Read SEC document |
| March 01, 2024 Filed Mar 5, 2024 21:43 UTC | STIFEL FINANCIAL CORP SF · Entity 3461 | Exercise / conversionPhantom Stock Units · Derivative | 4,415 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-026118 · ownership.xml · derivative · entry 4 REICHERT CHRISTOPHER K · CIK 0001203004 · CEO of Stifel Bank & Trust 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,293 Underlying: Common Stock · 4,415 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 01, 2024 Filed Mar 5, 2024 21:43 UTC | STIFEL FINANCIAL CORP SF · Entity 3461 | GrantPhantom Stock Units · Derivative | 5,518 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-026118 · 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: 19,708 Underlying: Common Stock · 5,518 shares Expires not disclosed F1 · derivative.exercise_date: These units are being issued based on the PRSU award agreement dated February 26, 2020. Of these units, 80 percent are currently vested and the remaining 20 percent will vest on March 2, 2025. F2 · derivative.expiration_date: No expiration date for these Units Read SEC document |
| March 01, 2024 Filed Mar 5, 2024 21:43 UTC | STIFEL FINANCIAL CORP SF · Entity 3461 | Tax withholdingCommon Stock | 1,714 | $75.00 | $128,550.00 |
DisclosureSEC source: 0000950170-24-026118 · 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: 50,588 Read SEC document |
| March 01, 2024 Filed Mar 5, 2024 21:43 UTC | STIFEL FINANCIAL CORP SF · Entity 3461 | Exercise / conversionCommon Stock | 4,415 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-026118 · 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: 52,302 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 |
| January 19, 2024 Filed Jan 23, 2024 21:40 UTC | STIFEL FINANCIAL CORP SF · Entity 3461 | Exercise / conversionPhantom Stock Units · Derivative | 8,129 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-24-002066 · doc4.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: 14,190 Underlying: Common Stock · 8,129 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 19, 2024 Filed Jan 23, 2024 21:40 UTC | STIFEL FINANCIAL CORP SF · Entity 3461 | Tax withholdingCommon Stock | 2,467 | $69.15 | $170,593.05 |
DisclosureSEC source: 0001209191-24-002066 · doc4.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: 47,887 Read SEC document |
| January 19, 2024 Filed Jan 23, 2024 21:40 UTC | STIFEL FINANCIAL CORP SF · Entity 3461 | Exercise / conversionCommon Stock | 8,129 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-24-002066 · doc4.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: 50,354 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 18, 2023 Filed Aug 21, 2023 20:52 UTC | STIFEL FINANCIAL CORP SF · Entity 3461 | SaleCommon Stock | 15,377 | $62.40 | $959,524.80 |
DisclosureSEC source: 0001209191-23-046723 · doc4.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: 42,225 Read SEC document |
| August 18, 2023 Filed Aug 21, 2023 20:52 UTC | STIFEL FINANCIAL CORP SF · Entity 3461 | SaleCommon Stock | 9,623 | $62.38 | $600,282.74 |
DisclosureSEC source: 0001209191-23-046723 · doc4.xml · nonDerivative · entry 1 REICHERT CHRISTOPHER K · CIK 0001203004 · CEO of Stifel Bank & Trust 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Read SEC document |
| March 02, 2023 Filed Mar 6, 2023 22:02 UTC | STIFEL FINANCIAL CORP SF · Entity 3461 | Exercise / conversionPhantom Stock Units · Derivative | 857 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-016371 · doc4.xml · derivative · entry 4 REICHERT CHRISTOPHER K · CIK 0001203004 · CEO of Stifel Bank & Trust 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,319 Underlying: Common Stock · 857 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 02, 2023 Filed Mar 6, 2023 22:02 UTC | STIFEL FINANCIAL CORP SF · Entity 3461 | Tax withholdingCommon Stock | 386 | $66.59 | $25,703.74 |
DisclosureSEC source: 0001209191-23-016371 · doc4.xml · nonDerivative · entry 2 REICHERT CHRISTOPHER K · CIK 0001203004 · CEO of Stifel Bank & Trust 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 57,602 Read SEC document |
| March 02, 2023 Filed Mar 6, 2023 22:02 UTC | STIFEL FINANCIAL CORP SF · Entity 3461 | Exercise / conversionCommon Stock | 857 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-016371 · doc4.xml · nonDerivative · entry 1 REICHERT CHRISTOPHER K · CIK 0001203004 · CEO of Stifel Bank & Trust 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 57,988 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 21, 2023 Filed Feb 23, 2023 22:15 UTC | STIFEL FINANCIAL CORP SF · Entity 3461 | GrantPhantom Stock Units · Derivative | 8,252 | $66.65 Strike: $0.00 | $549,995.80 |
DisclosureSEC source: 0001209191-23-012285 · doc4.xml · derivative · entry 2 REICHERT CHRISTOPHER K · CIK 0001203004 · CEO of Stifel Bank & Trust 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,176 Underlying: Common Stock · 8,252 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 |
| January 18, 2023 Filed Jan 20, 2023 21:44 UTC | STIFEL FINANCIAL CORP SF · Entity 3461 | Exercise / conversionPhantom Stock Units · Derivative | 6,405 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-004292 · doc4.xml · derivative · entry 4 REICHERT CHRISTOPHER K · CIK 0001203004 · CEO of Stifel Bank & Trust 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,924 Underlying: Common Stock · 6,405 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 18, 2023 Filed Jan 20, 2023 21:44 UTC | STIFEL FINANCIAL CORP SF · Entity 3461 | Tax withholdingCommon Stock | 1,995 | $58.37 | $116,448.15 |
DisclosureSEC source: 0001209191-23-004292 · doc4.xml · nonDerivative · entry 2 REICHERT CHRISTOPHER K · CIK 0001203004 · CEO of Stifel Bank & Trust 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 57,131 Read SEC document |
| January 18, 2023 Filed Jan 20, 2023 21:44 UTC | STIFEL FINANCIAL CORP SF · Entity 3461 | Exercise / conversionCommon Stock | 6,405 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-004292 · doc4.xml · nonDerivative · entry 1 REICHERT CHRISTOPHER K · CIK 0001203004 · CEO of Stifel Bank & Trust 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 59,126 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 02, 2022 Filed Mar 4, 2022 21:44 UTC | STIFEL FINANCIAL CORP SF · Entity 3461 | Exercise / conversionPhantom Stock Units · Derivative | 3,429 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-016307 · doc4.xml · derivative · entry 5 REICHERT CHRISTOPHER K · CIK 0001203004 · CEO of Stifel Bank & Trust 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,329 Underlying: Common Stock · 3,429 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. F3 · derivative.expiration_date: Currently exercisable. Read SEC document |
| March 02, 2022 Filed Mar 4, 2022 21:44 UTC | STIFEL FINANCIAL CORP SF · Entity 3461 | GrantPhantom Stock Units · Derivative | 4,286 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-016307 · doc4.xml · derivative · entry 4 REICHERT CHRISTOPHER K · CIK 0001203004 · CEO of Stifel Bank & Trust 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,758 Underlying: Common Stock · 4,286 shares Expires not disclosed F1 · derivative.exercise_date: These units are being issued based on the PRSU award agreement dated March 2, 2018. Of these units, 80 percent are currently vested and the remaining 20 percent will vest on March 2, 2023. F2 · derivative.expiration_date: No expiration date for these Units. Read SEC document |
| March 02, 2022 Filed Mar 4, 2022 21:44 UTC | STIFEL FINANCIAL CORP SF · Entity 3461 | Tax withholdingCommon Stock | 1,537 | $71.70 | $110,202.90 |
DisclosureSEC source: 0001209191-22-016307 · doc4.xml · nonDerivative · entry 2 REICHERT CHRISTOPHER K · CIK 0001203004 · CEO of Stifel Bank & Trust 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 52,721 Read SEC document |
| March 02, 2022 Filed Mar 4, 2022 21:44 UTC | STIFEL FINANCIAL CORP SF · Entity 3461 | Exercise / conversionCommon Stock | 3,429 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-016307 · doc4.xml · nonDerivative · entry 1 REICHERT CHRISTOPHER K · CIK 0001203004 · CEO of Stifel Bank & Trust 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 54,258 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 18, 2022 Filed Feb 23, 2022 21:51 UTC | STIFEL FINANCIAL CORP SF · Entity 3461 | GrantPhantom Stock Units · Derivative | 5,333 | $75.00 Strike: $0.00 | $399,975.00 |
DisclosureSEC source: 0001209191-22-012285 · doc4.xml · derivative · entry 3 REICHERT CHRISTOPHER K · CIK 0001203004 · CEO of Stifel Bank & Trust 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,472 Underlying: Common Stock · 5,333 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 |
| January 07, 2022 Filed Jan 11, 2022 21:53 UTC | STIFEL FINANCIAL CORP SF · Entity 3461 | Exercise / conversionPhantom Stock Units · Derivative | 6,117 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-002903 · doc4.xml · derivative · entry 3 REICHERT CHRISTOPHER K · CIK 0001203004 · CEO of Stifel Bank & Trust 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,139 Underlying: Common Stock · 6,117 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 07, 2022 Filed Jan 11, 2022 21:53 UTC | STIFEL FINANCIAL CORP SF · Entity 3461 | Tax withholdingCommon Stock | 1,911 | $70.42 | $134,572.62 |
DisclosureSEC source: 0001209191-22-002903 · doc4.xml · nonDerivative · entry 2 REICHERT CHRISTOPHER K · CIK 0001203004 · CEO of Stifel Bank & Trust 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 50,829 Read SEC document |
| January 07, 2022 Filed Jan 11, 2022 21:53 UTC | STIFEL FINANCIAL CORP SF · Entity 3461 | Exercise / conversionCommon Stock | 6,117 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-002903 · doc4.xml · nonDerivative · entry 1 REICHERT CHRISTOPHER K · CIK 0001203004 · CEO of Stifel Bank & Trust 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 52,740 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 08, 2021 Filed Mar 10, 2021 21:49 UTC | STIFEL FINANCIAL CORP SF · Entity 3461 | Exercise / conversionPhantom Stock Units · Derivative | 6,670 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-019508 · doc4.xml · derivative · entry 4 REICHERT CHRISTOPHER K · CIK 0001203004 · CEO of Stifel Bank & Trust 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,256 Underlying: Common Stock · 6,670 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.