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 |
|---|---|---|---|---|---|---|
| March 08, 2021 Filed Mar 10, 2021 21:49 UTC | STIFEL FINANCIAL CORP SF · Entity 3461 | Tax withholdingCommon Stock | 2,991 | $64.76 | $193,697.16 |
DisclosureSEC source: 0001209191-21-019508 · 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: 46,623 Read SEC document |
| March 08, 2021 Filed Mar 10, 2021 21:49 UTC | STIFEL FINANCIAL CORP SF · Entity 3461 | Exercise / conversionCommon Stock | 6,670 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-019508 · 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: 49,614 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 26, 2021 Filed Mar 1, 2021 21:30 UTC | STIFEL FINANCIAL CORP SF · Entity 3461 | SaleCommon Stock | 3,070 | $62.00 | $190,340.00 |
DisclosureSEC source: 0001209191-21-015234 · doc4.xml · nonDerivative · entry 2 REICHERT CHRISTOPHER K · CIK 0001203004 · CEO of Stifel Bank & Trust 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,623 Read SEC document |
| February 26, 2021 Filed Mar 1, 2021 21:30 UTC | STIFEL FINANCIAL CORP SF · Entity 3461 | SaleCommon Stock | 6,930 | $61.50 | $426,195.00 |
DisclosureSEC source: 0001209191-21-015234 · doc4.xml · nonDerivative · entry 1 REICHERT CHRISTOPHER K · CIK 0001203004 · CEO of Stifel Bank & Trust 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,693 Read SEC document |
| January 28, 2021 Filed Feb 1, 2021 22:15 UTC | STIFEL FINANCIAL CORP SF · Entity 3461 | GrantPhantom Stock Units · Derivative | 4,997 | $50.03 Strike: $0.00 | $249,999.91 |
DisclosureSEC source: 0001209191-21-006525 · 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: 27,926 Underlying: Common Stock · 4,997 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 12, 2021 Filed Jan 14, 2021 21:40 UTC | STIFEL FINANCIAL CORP SF · Entity 3461 | Exercise / conversionPhantom Stock Units · Derivative | 1,877 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-003621 · 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: 22,929 Underlying: Common Stock · 1,877 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 12, 2021 Filed Jan 14, 2021 21:40 UTC | STIFEL FINANCIAL CORP SF · Entity 3461 | Tax withholdingCommon Stock | 666 | $50.46 | $33,606.36 |
DisclosureSEC source: 0001209191-21-003621 · 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: 42,944 Read SEC document |
| January 12, 2021 Filed Jan 14, 2021 21:40 UTC | STIFEL FINANCIAL CORP SF · Entity 3461 | Exercise / conversionCommon Stock | 1,877 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-003621 · 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: 43,610 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.