Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| STIFEL FINANCIAL CORPSF · Entity 3461 | Director | February 18, 2026 | February 20, 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 18, 2026 · Filed February 20, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 12,871 |
Ending reported balance
After 2026-02-18 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2026-02-18 · Exercise / conversion · Acquired 4,623 · Balance 14,564 Row 2 · 2026-02-18 · Tax withholding · Disposed 1,693 · Balance 12,871 |
| Phantom Stock UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 5,778 |
Reported balance
After 2026-02-18 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2026-02-18 · Grant · Acquired 5,778 · Balance 5,778 F1: 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: No expiration date for these Units |
| Phantom Stock UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 1,155 |
Reported balance
After 2026-02-18 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2026-02-18 · Exercise / conversion · Disposed 4,623 · Balance 1,155 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 agreement dated February 18, 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 |
|---|---|---|---|---|---|---|
| February 18, 2026 Filed Feb 20, 2026 21:27 UTC | STIFEL FINANCIAL CORP SF · Entity 3461 | Exercise / conversionPhantom Stock Units · Derivative | 4,623 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-061439 · ownership.xml · derivative · entry 4 WEISEL THOMAS W · CIK 0001207218 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,155 Underlying: Common Stock · 4,623 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 21:27 UTC | STIFEL FINANCIAL CORP SF · Entity 3461 | GrantPhantom Stock Units · Derivative | 5,778 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-061439 · ownership.xml · derivative · entry 3 WEISEL THOMAS W · CIK 0001207218 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,778 Underlying: Common Stock · 5,778 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 21:27 UTC | STIFEL FINANCIAL CORP SF · Entity 3461 | Tax withholdingCommon Stock | 1,693 | $120.49 | $203,989.57 |
DisclosureSEC source: 0001193125-26-061439 · ownership.xml · nonDerivative · entry 2 WEISEL THOMAS W · CIK 0001207218 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,871 Read SEC document |
| February 18, 2026 Filed Feb 20, 2026 21:27 UTC | STIFEL FINANCIAL CORP SF · Entity 3461 | Exercise / conversionCommon Stock | 4,623 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-061439 · ownership.xml · nonDerivative · entry 1 WEISEL THOMAS W · CIK 0001207218 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 14,564 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 21:37 UTC | STIFEL FINANCIAL CORP SF · Entity 3461 | Exercise / conversionPhantom Stock Units · Derivative | 628 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-035713 · ownership.xml · derivative · entry 3 WEISEL THOMAS W · CIK 0001207218 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 628 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 21:37 UTC | STIFEL FINANCIAL CORP SF · Entity 3461 | Tax withholdingCommon Stock | 260 | $126.24 | $32,822.40 |
DisclosureSEC source: 0001193125-26-035713 · ownership.xml · nonDerivative · entry 2 WEISEL THOMAS W · CIK 0001207218 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,941 Read SEC document |
| January 30, 2026 Filed Feb 3, 2026 21:37 UTC | STIFEL FINANCIAL CORP SF · Entity 3461 | Exercise / conversionCommon Stock | 628 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-035713 · ownership.xml · nonDerivative · entry 1 WEISEL THOMAS W · CIK 0001207218 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,201 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 20, 2025 Filed Nov 21, 2025 21:20 UTC | STIFEL FINANCIAL CORP SF · Entity 3461 | GiftCommon Stock | 255 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-25-291422 · ownership.xml · nonDerivative · entry 1 WEISEL THOMAS W · CIK 0001207218 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,573 Read SEC document |
| July 31, 2025 Filed Aug 1, 2025 21:00 UTC | STIFEL FINANCIAL CORP SF · Entity 3461 | GiftCommon Stock | 1,183 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-101478 · ownership.xml · nonDerivative · entry 1 WEISEL THOMAS W · CIK 0001207218 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,828 Read SEC document |
| June 09, 2025 Filed Jun 11, 2025 20:29 UTC | STIFEL FINANCIAL CORP SF · Entity 3461 | GiftCommon Stock | 3,777 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-084854 · ownership.xml · nonDerivative · entry 1 WEISEL THOMAS W · CIK 0001207218 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,011 Read SEC document |
| February 03, 2025 Filed Feb 5, 2025 21:46 UTC | STIFEL FINANCIAL CORP SF · Entity 3461 | Exercise / conversionPhantom Stock Units · Derivative | 2,508 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-014596 · ownership.xml · derivative · entry 4 WEISEL THOMAS W · CIK 0001207218 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 628 Underlying: Common Stock · 2,508 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 21:46 UTC | STIFEL FINANCIAL CORP SF · Entity 3461 | GrantPhantom Stock Units · Derivative | 3,136 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-014596 · ownership.xml · derivative · entry 3 WEISEL THOMAS W · CIK 0001207218 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,136 Underlying: Common Stock · 3,136 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 21:46 UTC | STIFEL FINANCIAL CORP SF · Entity 3461 | Tax withholdingCommon Stock | 898 | $117.51 | $105,523.98 |
DisclosureSEC source: 0000950170-25-014596 · ownership.xml · nonDerivative · entry 2 WEISEL THOMAS W · CIK 0001207218 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 14,788 Read SEC document |
| February 03, 2025 Filed Feb 5, 2025 21:46 UTC | STIFEL FINANCIAL CORP SF · Entity 3461 | Exercise / conversionCommon Stock | 2,508 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-014596 · ownership.xml · nonDerivative · entry 1 WEISEL THOMAS W · CIK 0001207218 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,686 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 22, 2024 Filed Nov 26, 2024 21:37 UTC | STIFEL FINANCIAL CORP SF · Entity 3461 | SaleCommon Stock | 13,000 | $115.01 | $1,495,130.00 |
DisclosureSEC source: 0000950170-24-131070 · ownership.xml · nonDerivative · entry 1 WEISEL THOMAS W · CIK 0001207218 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,178 Read SEC document |
| January 25, 2024 Filed Jan 26, 2024 21:44 UTC | STIFEL FINANCIAL CORP SF · Entity 3461 | GiftCommon Stock | 3,692 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-24-002305 · doc4.xml · nonDerivative · entry 1 WEISEL THOMAS W · CIK 0001207218 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 26,178 Read SEC document |
| December 18, 2023 Filed Dec 19, 2023 21:54 UTC | STIFEL FINANCIAL CORP SF · Entity 3461 | GiftCommon Stock | 78 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-059193 · doc4.xml · nonDerivative · entry 1 WEISEL THOMAS W · CIK 0001207218 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 29,870 Read SEC document |
| December 15, 2023 Filed Dec 15, 2023 21:24 UTC | STIFEL FINANCIAL CORP SF · Entity 3461 | GiftCommon Stock | 4,630 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-058777 · doc4.xml · nonDerivative · entry 1 WEISEL THOMAS W · CIK 0001207218 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 29,948 Read SEC document |
| May 18, 2023 Filed Jun 9, 2023 21:11 UTC | STIFEL FINANCIAL CORP SF · Entity 3461 | GiftCommon Stock | 500 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-035956 · doc4.xml · nonDerivative · entry 1 WEISEL THOMAS W · CIK 0001207218 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 34,578 Read SEC document |
| March 02, 2023 Filed Mar 6, 2023 22:04 UTC | STIFEL FINANCIAL CORP SF · Entity 3461 | Exercise / conversionPhantom Stock Units · Derivative | 857 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-016382 · doc4.xml · derivative · entry 3 WEISEL THOMAS W · CIK 0001207218 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 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 22:04 UTC | STIFEL FINANCIAL CORP SF · Entity 3461 | Tax withholdingCommon Stock | 297 | $66.59 | $19,777.23 |
DisclosureSEC source: 0001209191-23-016382 · doc4.xml · nonDerivative · entry 2 WEISEL THOMAS W · CIK 0001207218 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 35,078 Read SEC document |
| March 02, 2023 Filed Mar 6, 2023 22:04 UTC | STIFEL FINANCIAL CORP SF · Entity 3461 | Exercise / conversionCommon Stock | 857 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-016382 · doc4.xml · nonDerivative · entry 1 WEISEL THOMAS W · CIK 0001207218 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 35,375 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 09, 2023 Filed Feb 13, 2023 21:31 UTC | STIFEL FINANCIAL CORP SF · Entity 3461 | GiftCommon Stock | 2,300 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-008734 · doc4.xml · nonDerivative · entry 1 WEISEL THOMAS W · CIK 0001207218 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 34,518 Read SEC document |
| February 07, 2023 Filed Feb 8, 2023 21:38 UTC | STIFEL FINANCIAL CORP SF · Entity 3461 | GiftCommon Stock | 5,095 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-007812 · doc4.xml · nonDerivative · entry 1 WEISEL THOMAS W · CIK 0001207218 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 36,818 Read SEC document |
| June 06, 2022 Filed Feb 8, 2023 21:37 UTC | STIFEL FINANCIAL CORP SF · Entity 3461 | GiftCommon Stock | 1,143 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-007811 · doc5.xml · nonDerivative · entry 2 WEISEL THOMAS W · CIK 0001207218 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 41,913 Read SEC document |
| March 02, 2022 Filed Mar 4, 2022 21:36 UTC | STIFEL FINANCIAL CORP SF · Entity 3461 | Exercise / conversionPhantom Stock Units · Derivative | 3,429 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-016282 · doc4.xml · derivative · entry 6 WEISEL THOMAS W · CIK 0001207218 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 857 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. F2 · derivative.expiration_date: No expiration date for these Units. Read SEC document |
| March 02, 2022 Filed Mar 4, 2022 21:36 UTC | STIFEL FINANCIAL CORP SF · Entity 3461 | Exercise / conversionPhantom Stock Units · Derivative | 2,187 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-016282 · doc4.xml · derivative · entry 5 WEISEL THOMAS W · CIK 0001207218 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,286 Underlying: Common Stock · 2,187 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 02, 2022 Filed Mar 4, 2022 21:36 UTC | STIFEL FINANCIAL CORP SF · Entity 3461 | GrantPhantom Stock Units · Derivative | 4,286 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-016282 · doc4.xml · derivative · entry 4 WEISEL THOMAS W · CIK 0001207218 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,473 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 21:36 UTC | STIFEL FINANCIAL CORP SF · Entity 3461 | Tax withholdingCommon Stock | 2,785 | $71.70 | $199,684.50 |
DisclosureSEC source: 0001209191-22-016282 · doc4.xml · nonDerivative · entry 3 WEISEL THOMAS W · CIK 0001207218 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 44,710 Read SEC document |
| March 02, 2022 Filed Mar 4, 2022 21:36 UTC | STIFEL FINANCIAL CORP SF · Entity 3461 | Exercise / conversionCommon Stock | 3,429 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-016282 · doc4.xml · nonDerivative · entry 2 WEISEL THOMAS W · CIK 0001207218 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 47,495 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 21:36 UTC | STIFEL FINANCIAL CORP SF · Entity 3461 | Exercise / conversionCommon Stock | 2,187 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-016282 · doc4.xml · nonDerivative · entry 1 WEISEL THOMAS W · CIK 0001207218 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 44,066 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 28, 2022 Filed Feb 8, 2023 21:37 UTC | STIFEL FINANCIAL CORP SF · Entity 3461 | GiftCommon Stock | 1,654 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-007811 · doc5.xml · nonDerivative · entry 1 WEISEL THOMAS W · CIK 0001207218 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 43,056 Read SEC document |
| January 07, 2022 Filed Jan 11, 2022 21:59 UTC | STIFEL FINANCIAL CORP SF · Entity 3461 | Exercise / conversionPhantom Stock Units · Derivative | 2,599 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-002907 · doc4.xml · derivative · entry 3 WEISEL THOMAS W · CIK 0001207218 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,187 Underlying: Common Stock · 2,599 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 21:59 UTC | STIFEL FINANCIAL CORP SF · Entity 3461 | Exercise / conversionCommon Stock | 2,599 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-002907 · doc4.xml · nonDerivative · entry 2 WEISEL THOMAS W · CIK 0001207218 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 42,004 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 07, 2022 Filed Jan 11, 2022 21:59 UTC | STIFEL FINANCIAL CORP SF · Entity 3461 | Tax withholdingCommon Stock | 1,022 | $70.42 | $71,969.24 |
DisclosureSEC source: 0001209191-22-002907 · doc4.xml · nonDerivative · entry 1 WEISEL THOMAS W · CIK 0001207218 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 39,405 Read SEC document |
| June 07, 2021 Filed Feb 14, 2022 21:38 UTC | STIFEL FINANCIAL CORP SF · Entity 3461 | GiftCommon Stock | 125 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-009302 · doc5.xml · nonDerivative · entry 1 WEISEL THOMAS W · CIK 0001207218 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 41,879 Read SEC document |
| March 18, 2021 Filed Mar 19, 2021 20:40 UTC | STIFEL FINANCIAL CORP SF · Entity 3461 | SaleCommon Stock | 5,413 | $68.20 | $369,166.60 |
DisclosureSEC source: 0001209191-21-022102 · doc4.xml · nonDerivative · entry 1 WEISEL THOMAS W · CIK 0001207218 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 40,427 Read SEC document |
| March 12, 2021 Filed Mar 16, 2021 20:24 UTC | STIFEL FINANCIAL CORP SF · Entity 3461 | SaleCommon Stock | 8,329 | $67.11 | $558,959.19 |
DisclosureSEC source: 0001209191-21-020792 · doc4.xml · nonDerivative · entry 1 WEISEL THOMAS W · CIK 0001207218 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 45,840 Read SEC document |
| March 08, 2021 Filed Mar 10, 2021 21:42 UTC | STIFEL FINANCIAL CORP SF · Entity 3461 | Exercise / conversionPhantom Stock Units · Derivative | 8,747 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-019499 · doc4.xml · derivative · entry 6 WEISEL THOMAS W · CIK 0001207218 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,786 Underlying: Common Stock · 8,747 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. F4 · derivative.exercise_date: Currently exercisable. F3 · derivative.expiration_date: No expiration date for these Units. Read SEC document |
| March 08, 2021 Filed Mar 10, 2021 21:42 UTC | STIFEL FINANCIAL CORP SF · Entity 3461 | Exercise / conversionPhantom Stock Units · Derivative | 6,670 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-019499 · doc4.xml · derivative · entry 5 WEISEL THOMAS W · CIK 0001207218 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,533 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. F4 · derivative.exercise_date: Currently exercisable. F3 · derivative.expiration_date: No expiration date for these Units. Read SEC document |
| March 08, 2021 Filed Mar 10, 2021 21:42 UTC | STIFEL FINANCIAL CORP SF · Entity 3461 | GrantPhantom Stock Units · Derivative | 10,934 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-019499 · doc4.xml · derivative · entry 4 WEISEL THOMAS W · CIK 0001207218 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,203 Underlying: Common Stock · 10,934 shares Expires not disclosed F2 · derivative.exercise_date: These units are being issued based on the PRSU award agreement dated March 2, 2017. Of these units, 80 percent are currently vested and the remaining 20 percent will vest on March 2, 2022. F3 · derivative.expiration_date: No expiration date for these Units. Read SEC document |
| March 08, 2021 Filed Mar 10, 2021 21:42 UTC | STIFEL FINANCIAL CORP SF · Entity 3461 | Tax withholdingCommon Stock | 7,088 | $64.76 | $459,018.88 |
DisclosureSEC source: 0001209191-21-019499 · doc4.xml · nonDerivative · entry 3 WEISEL THOMAS W · CIK 0001207218 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 54,169 Read SEC document |
| March 08, 2021 Filed Mar 10, 2021 21:42 UTC | STIFEL FINANCIAL CORP SF · Entity 3461 | Exercise / conversionCommon Stock | 8,747 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-019499 · doc4.xml · nonDerivative · entry 2 WEISEL THOMAS W · CIK 0001207218 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 61,257 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 · shares: On March 8, 2021, the shares indicated in this row were delivered to the reporting person based on the PRSU award agreement dated March 2, 2017. Read SEC document |
| March 08, 2021 Filed Mar 10, 2021 21:42 UTC | STIFEL FINANCIAL CORP SF · Entity 3461 | Exercise / conversionCommon Stock | 6,670 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-019499 · doc4.xml · nonDerivative · entry 1 WEISEL THOMAS W · CIK 0001207218 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 52,510 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 12, 2021 Filed Jan 14, 2021 21:37 UTC | STIFEL FINANCIAL CORP SF · Entity 3461 | Exercise / conversionPhantom Stock Units · Derivative | 23 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-003617 · doc4.xml · derivative · entry 3 WEISEL THOMAS W · CIK 0001207218 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,269 Underlying: Common Stock · 23 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 21:37 UTC | STIFEL FINANCIAL CORP SF · Entity 3461 | Tax withholdingCommon Stock | 10 | $50.46 | $504.60 |
DisclosureSEC source: 0001209191-21-003617 · doc4.xml · nonDerivative · entry 2 WEISEL THOMAS W · CIK 0001207218 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 50,310 Read SEC document |
| January 12, 2021 Filed Jan 14, 2021 21:37 UTC | STIFEL FINANCIAL CORP SF · Entity 3461 | Exercise / conversionCommon Stock | 23 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-003617 · doc4.xml · nonDerivative · entry 1 WEISEL THOMAS W · CIK 0001207218 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 50,320 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 24, 2020 Filed Feb 11, 2021 21:29 UTC | STIFEL FINANCIAL CORP SF · Entity 3461 | GiftCommon Stock | 722 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-009698 · doc5.xml · nonDerivative · entry 3 WEISEL THOMAS W · CIK 0001207218 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 45,840 Read SEC document |
| November 05, 2020 Filed Feb 11, 2021 21:29 UTC | STIFEL FINANCIAL CORP SF · Entity 3461 | GiftCommon Stock | 533 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-009698 · doc5.xml · nonDerivative · entry 2 WEISEL THOMAS W · CIK 0001207218 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 46,562 Read SEC document |
| November 03, 2020 Filed Feb 11, 2021 21:29 UTC | STIFEL FINANCIAL CORP SF · Entity 3461 | GiftCommon Stock | 3,215 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-009698 · doc5.xml · nonDerivative · entry 1 WEISEL THOMAS W · CIK 0001207218 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 47,095 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.