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 |
|---|---|---|---|---|---|---|
| March 03, 2020 Filed Mar 3, 2020 23:10 UTC | STIFEL FINANCIAL CORP SF · Entity 3461 | Exercise / conversionPhantom Stock Units · Derivative | 17,787 | $63.23 Strike: $0.00 | $1,124,672.01 |
DisclosureSEC source: 0001209191-20-015577 · doc4.xml · derivative · entry 5 WEISEL THOMAS W · CIK 0001207218 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,195 Underlying: Common Stock · 17,787 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. F6 · derivative.exercise_date: Currently exercisable. F5 · derivative.expiration_date: No expiration date for these Units. Read SEC document |
| March 03, 2020 Filed Mar 3, 2020 23:10 UTC | STIFEL FINANCIAL CORP SF · Entity 3461 | GrantPhantom Stock Units · Derivative | 22,233 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-015577 · doc4.xml · derivative · entry 4 WEISEL THOMAS W · CIK 0001207218 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,982 Underlying: Common Stock · 22,233 shares Expires not disclosed F4 · derivative.exercise_date: Of these Units, 80 percent are vested. The remaining 20 percent will vest on 2/25/21. F5 · derivative.expiration_date: No expiration date for these Units. Read SEC document |
| March 03, 2020 Filed Mar 3, 2020 23:10 UTC | STIFEL FINANCIAL CORP SF · Entity 3461 | Disposition to issuerCommon Stock | 10,013 | $63.23 | $633,121.99 |
DisclosureSEC source: 0001209191-20-015577 · doc4.xml · nonDerivative · entry 3 WEISEL THOMAS W · CIK 0001207218 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 35,029 F3 · shares: From among the shares delivered, the units indicated in this ROW were net settled for cash by the Company from the reporting person. Read SEC document |
| March 03, 2020 Filed Mar 3, 2020 23:10 UTC | STIFEL FINANCIAL CORP SF · Entity 3461 | Tax withholdingCommon Stock | 7,774 | $63.23 | $491,550.02 |
DisclosureSEC source: 0001209191-20-015577 · doc4.xml · nonDerivative · entry 2 WEISEL THOMAS W · CIK 0001207218 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 45,042 F2 · shares: From among the shares delivered, the shares indicated in this row above were disposed of as a withholding or payment for tax liability. Read SEC document |
| March 03, 2020 Filed Mar 3, 2020 23:10 UTC | STIFEL FINANCIAL CORP SF · Entity 3461 | Exercise / conversionCommon Stock | 17,787 | $63.23 | $1,124,672.01 |
DisclosureSEC source: 0001209191-20-015577 · doc4.xml · nonDerivative · entry 1 WEISEL THOMAS W · CIK 0001207218 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 52,816 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: The shares indicated in this row were delivered to the reporting person, based on the PRSU award agreement, dated February 25, 2016, based on the opening market price on the calculation date specified in that agreement. Read SEC document |
| February 03, 2020 Filed Feb 4, 2020 21:41 UTC | STIFEL FINANCIAL CORP SF · Entity 3461 | SaleCommon Stock | 5,792 | $66.09 | $382,793.28 |
DisclosureSEC source: 0001209191-20-006402 · doc4.xml · nonDerivative · entry 3 WEISEL THOMAS W · CIK 0001207218 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 41,737 Read SEC document |
| January 31, 2020 Filed Feb 4, 2020 21:41 UTC | STIFEL FINANCIAL CORP SF · Entity 3461 | SaleCommon Stock | 11,791 | $65.75 | $775,258.25 |
DisclosureSEC source: 0001209191-20-006402 · doc4.xml · nonDerivative · entry 2 WEISEL THOMAS W · CIK 0001207218 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 47,529 Read SEC document |
| January 31, 2020 Filed Feb 4, 2020 21:41 UTC | STIFEL FINANCIAL CORP SF · Entity 3461 | SaleCommon Stock | 10,000 | $64.55 | $645,500.00 |
DisclosureSEC source: 0001209191-20-006402 · doc4.xml · nonDerivative · entry 1 WEISEL THOMAS W · CIK 0001207218 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 59,320 Read SEC document |
| January 02, 2020 Filed Jan 6, 2020 21:51 UTC | STIFEL FINANCIAL CORP SF · Entity 3461 | Exercise / conversionPhantom Stock Units · Derivative | 678 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-001918 · doc4.xml · derivative · entry 3 WEISEL THOMAS W · CIK 0001207218 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,749 Underlying: Common Stock · 678 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 02, 2020 Filed Jan 6, 2020 21:51 UTC | STIFEL FINANCIAL CORP SF · Entity 3461 | Tax withholdingCommon Stock | 278 | $61.44 | $17,080.32 |
DisclosureSEC source: 0001209191-20-001918 · doc4.xml · nonDerivative · entry 2 WEISEL THOMAS W · CIK 0001207218 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 69,320 Read SEC document |
| January 02, 2020 Filed Jan 6, 2020 21:51 UTC | STIFEL FINANCIAL CORP SF · Entity 3461 | Exercise / conversionCommon Stock | 678 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-001918 · doc4.xml · nonDerivative · entry 1 WEISEL THOMAS W · CIK 0001207218 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 69,598 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 08, 2019 Filed Feb 13, 2020 21:07 UTC | STIFEL FINANCIAL CORP SF · Entity 3461 | GiftCommon Stock | 964 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-009159 · doc5.xml · nonDerivative · entry 3 WEISEL THOMAS W · CIK 0001207218 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 35,029 Read SEC document |
| February 05, 2019 Filed Feb 13, 2020 21:07 UTC | STIFEL FINANCIAL CORP SF · Entity 3461 | GiftCommon Stock | 197 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-009159 · doc5.xml · nonDerivative · entry 2 WEISEL THOMAS W · CIK 0001207218 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 35,993 Read SEC document |
| February 04, 2019 Filed Feb 13, 2020 21:07 UTC | STIFEL FINANCIAL CORP SF · Entity 3461 | GiftCommon Stock | 5,547 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-009159 · doc5.xml · nonDerivative · entry 1 WEISEL THOMAS W · CIK 0001207218 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 36,190 Read SEC document |
| January 02, 2019 Filed Jan 4, 2019 21:31 UTC | STIFEL FINANCIAL CORP SF · Entity 3461 | Exercise / conversionPhantom Stock Units · Derivative | 3,701 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-001978 · doc4.xml · derivative · entry 3 WEISEL THOMAS W · CIK 0001207218 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,427 Underlying: Common Stock · 3,701 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 02, 2019 Filed Jan 4, 2019 21:31 UTC | STIFEL FINANCIAL CORP SF · Entity 3461 | Tax withholdingCommon Stock | 1,475 | $41.42 | $61,094.50 |
DisclosureSEC source: 0001209191-19-001978 · doc4.xml · nonDerivative · entry 2 WEISEL THOMAS W · CIK 0001207218 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 69,138 Read SEC document |
| January 02, 2019 Filed Jan 4, 2019 21:31 UTC | STIFEL FINANCIAL CORP SF · Entity 3461 | Exercise / conversionCommon Stock | 3,701 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-001978 · doc4.xml · nonDerivative · entry 1 WEISEL THOMAS W · CIK 0001207218 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 70,613 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 |
| December 17, 2018 Filed Dec 18, 2018 21:40 UTC | STIFEL FINANCIAL CORP SF · Entity 3461 | GrantPhantom Stock Units · Derivative | 15 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-063221 · doc4.xml · derivative · entry 1 WEISEL THOMAS W · CIK 0001207218 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,128 Underlying: Common Stock · 15 shares Expires not disclosed F1 · derivative.exercise_date: Phantom stock units acquired pursuant to dividend equivalent rights in respect of previously reported phantom stock units (the "Dividend Equivalent PSUs"). The Dividend Equivalent PSUs accrued in connection with a cash dividend paid by the issuer on the issuer's common stock. The Dividend Equivalent PSUs will vest proportionately with the phantom stock units to which they relate. The Dividend Equivalent PSUs convert to the issuer's common stock on a one-for-on basis. F1 · derivative.expiration_date: Phantom stock units acquired pursuant to dividend equivalent rights in respect of previously reported phantom stock units (the "Dividend Equivalent PSUs"). The Dividend Equivalent PSUs accrued in connection with a cash dividend paid by the issuer on the issuer's common stock. The Dividend Equivalent PSUs will vest proportionately with the phantom stock units to which they relate. The Dividend Equivalent PSUs convert to the issuer's common stock on a one-for-on basis. Read SEC document |
| September 17, 2018 Filed Sep 19, 2018 20:26 UTC | STIFEL FINANCIAL CORP SF · Entity 3461 | GrantPhantom Stock Units · Derivative | 13 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-051643 · doc4.xml · derivative · entry 1 WEISEL THOMAS W · CIK 0001207218 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,113 Underlying: Common Stock · 13 shares Expires not disclosed F1 · derivative.exercise_date: Phantom stock units acquired pursuant to dividend equivalent rights in respect of previously reported phantom stock units (the "Dividend Equivalent PSUs"). The Dividend Equivalent PSUs accrued in connection with a cash dividend paid by the issuer on the issuer's common stock. The Dividend Equivalent PSUs will vest proportionately with the phantom stock units to which they relate. The Dividend Equivalent PSUs convert to the issuer's common stock on a one-for-on basis. F1 · derivative.expiration_date: Phantom stock units acquired pursuant to dividend equivalent rights in respect of previously reported phantom stock units (the "Dividend Equivalent PSUs"). The Dividend Equivalent PSUs accrued in connection with a cash dividend paid by the issuer on the issuer's common stock. The Dividend Equivalent PSUs will vest proportionately with the phantom stock units to which they relate. The Dividend Equivalent PSUs convert to the issuer's common stock on a one-for-on basis. Read SEC document |
| June 15, 2018 Filed Jun 19, 2018 19:51 UTC | STIFEL FINANCIAL CORP SF · Entity 3461 | GrantPhantom Stock Units · Derivative | 12 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000720672-18-000075 · edgardoc.xml · derivative · entry 1 WEISEL THOMAS W · CIK 0001207218 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,100 Underlying: Common Stock · 12 shares Expires not disclosed F1 · derivative.exercise_date: Phantom stock units acquired pursuant to dividend equivalent rights in respect of previously reported phantom stock units (the "Dividend Equivalent PSUs"). The Dividend Equivalent PSUs accrued in connect with a cash dividend paid by the issuer on the issuer's common stock. The Dividend Equivalent PSUs will vest proportionately with the phantom stock units to which they relate. The Dividend Equivalent PSUs convert to the issuer's common stock on a one-for-one basis. F1 · derivative.expiration_date: Phantom stock units acquired pursuant to dividend equivalent rights in respect of previously reported phantom stock units (the "Dividend Equivalent PSUs"). The Dividend Equivalent PSUs accrued in connect with a cash dividend paid by the issuer on the issuer's common stock. The Dividend Equivalent PSUs will vest proportionately with the phantom stock units to which they relate. The Dividend Equivalent PSUs convert to the issuer's common stock on a one-for-one basis. Read SEC document |
| March 15, 2018 Filed Mar 19, 2018 20:29 UTC | STIFEL FINANCIAL CORP SF · Entity 3461 | GrantPhantom Stock Units · Derivative | 10 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000720672-18-000051 · edgardoc.xml · derivative · entry 1 WEISEL THOMAS W · CIK 0001207218 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,088 Underlying: Common Stock · 10 shares Expires not disclosed F1 · derivative.exercise_date: Phantom stock units acquired pursuant to dividend equivalent rights in respect of previously reported phantom stock units (the "Dividend Equivalent PSUs"). The Dividend Equivalent PSUs accrued in connect with a cash dividend paid by the issuer on the issuer's common stock. The Dividend Equivalent PSUs will vest proportionately with the phantom stock units to which they relate. The Dividend Equivalent PSUs convert to the issuer's common stock on a one-for-one basis. F1 · derivative.expiration_date: Phantom stock units acquired pursuant to dividend equivalent rights in respect of previously reported phantom stock units (the "Dividend Equivalent PSUs"). The Dividend Equivalent PSUs accrued in connect with a cash dividend paid by the issuer on the issuer's common stock. The Dividend Equivalent PSUs will vest proportionately with the phantom stock units to which they relate. The Dividend Equivalent PSUs convert to the issuer's common stock on a one-for-one basis. Read SEC document |
| February 05, 2018 Filed Feb 14, 2019 21:36 UTC | STIFEL FINANCIAL CORP SF · Entity 3461 | GiftCommon Stock | 218 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-010199 · doc5.xml · nonDerivative · entry 1 WEISEL THOMAS W · CIK 0001207218 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 68,920 Read SEC document |
| December 29, 2017 Filed Jan 3, 2018 22:09 UTC | STIFEL FINANCIAL CORP SF · Entity 3461 | Exercise / conversionPhantom Stock Units · Derivative | 11,233 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000720672-18-000009 · edgardoc.xml · derivative · entry 3 WEISEL THOMAS W · CIK 0001207218 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,929 Underlying: Common Stock · 11,233 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 convertible. F2 · derivative.expiration_date: No expiration date for these Units. Read SEC document |
| December 29, 2017 Filed Jan 3, 2018 22:09 UTC | STIFEL FINANCIAL CORP SF · Entity 3461 | Tax withholdingCommon Stock | 5,862 | $59.56 | $349,140.72 |
DisclosureSEC source: 0000720672-18-000009 · edgardoc.xml · nonDerivative · entry 2 WEISEL THOMAS W · CIK 0001207218 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 73,788 Read SEC document |
| December 29, 2017 Filed Jan 3, 2018 22:09 UTC | STIFEL FINANCIAL CORP SF · Entity 3461 | Exercise / conversionCommon Stock | 11,233 | $0.00 | $0.00 |
DisclosureSEC source: 0000720672-18-000009 · edgardoc.xml · nonDerivative · entry 1 WEISEL THOMAS W · CIK 0001207218 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 79,650 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 |
| December 27, 2017 Filed Dec 29, 2017 21:31 UTC | STIFEL FINANCIAL CORP SF · Entity 3461 | Exercise / conversionPhantom Stock Units · Derivative | 11,242 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000720672-17-000100 · edgardoc.xml · derivative · entry 21 WEISEL THOMAS W · CIK 0001207218 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,162 Underlying: Common Stock · 11,242 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. F11 · derivative.exercise_date: Currently convertible. Units vest in 20% increments over a five year period from original grant date. F7 · derivative.expiration_date: No expiration date for these Units. Read SEC document |
| December 27, 2017 Filed Dec 29, 2017 21:31 UTC | STIFEL FINANCIAL CORP SF · Entity 3461 | Exercise / conversionPhantom Stock Units · Derivative | 1,368 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000720672-17-000100 · edgardoc.xml · derivative · entry 20 WEISEL THOMAS W · CIK 0001207218 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,404 Underlying: Common Stock · 1,368 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. F9 · derivative.exercise_date: Currently convertible. Units vest 100% nine years from the original grant date. F7 · derivative.expiration_date: No expiration date for these Units. Read SEC document |
| December 27, 2017 Filed Dec 29, 2017 21:31 UTC | STIFEL FINANCIAL CORP SF · Entity 3461 | Exercise / conversionPhantom Stock Units · Derivative | 1,368 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000720672-17-000100 · edgardoc.xml · derivative · entry 19 WEISEL THOMAS W · CIK 0001207218 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,772 Underlying: Common Stock · 1,368 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. F8 · derivative.exercise_date: Currently convertible. Units vest 100% eight years from the original grant date. F7 · derivative.expiration_date: No expiration date for these Units. Read SEC document |
| December 27, 2017 Filed Dec 29, 2017 21:31 UTC | STIFEL FINANCIAL CORP SF · Entity 3461 | Exercise / conversionPhantom Stock Units · Derivative | 1,368 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000720672-17-000100 · edgardoc.xml · derivative · entry 18 WEISEL THOMAS W · CIK 0001207218 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,140 Underlying: Common Stock · 1,368 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. F10 · derivative.exercise_date: Currently convertible. Units vest 100% seven years from the original grant date. F7 · derivative.expiration_date: No expiration date for these Units. Read SEC document |
| December 27, 2017 Filed Dec 29, 2017 21:31 UTC | STIFEL FINANCIAL CORP SF · Entity 3461 | Exercise / conversionPhantom Stock Units · Derivative | 2,277 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000720672-17-000100 · edgardoc.xml · derivative · entry 17 WEISEL THOMAS W · CIK 0001207218 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,508 Underlying: Common Stock · 2,277 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. F9 · derivative.exercise_date: Currently convertible. Units vest 100% nine years from the original grant date. F7 · derivative.expiration_date: No expiration date for these Units. Read SEC document |
| December 27, 2017 Filed Dec 29, 2017 21:31 UTC | STIFEL FINANCIAL CORP SF · Entity 3461 | Exercise / conversionPhantom Stock Units · Derivative | 2,277 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000720672-17-000100 · edgardoc.xml · derivative · entry 16 WEISEL THOMAS W · CIK 0001207218 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 34,785 Underlying: Common Stock · 2,277 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. F8 · derivative.exercise_date: Currently convertible. Units vest 100% eight years from the original grant date. F7 · derivative.expiration_date: No expiration date for these Units. Read SEC document |
| December 27, 2017 Filed Dec 29, 2017 21:31 UTC | STIFEL FINANCIAL CORP SF · Entity 3461 | Exercise / conversionPhantom Stock Units · Derivative | 2,277 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000720672-17-000100 · edgardoc.xml · derivative · entry 15 WEISEL THOMAS W · CIK 0001207218 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 37,062 Underlying: Common Stock · 2,277 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. F6 · derivative.exercise_date: Currently convertible. Units vest 100% ten years from the original grant date. F7 · derivative.expiration_date: No expiration date for these Units. Read SEC document |
| December 27, 2017 Filed Dec 29, 2017 21:31 UTC | STIFEL FINANCIAL CORP SF · Entity 3461 | Tax withholdingCommon Stock | 6,362 | $60.13 | $382,547.06 |
DisclosureSEC source: 0000720672-17-000100 · edgardoc.xml · nonDerivative · entry 14 WEISEL THOMAS W · CIK 0001207218 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 68,417 Read SEC document |
| December 27, 2017 Filed Dec 29, 2017 21:31 UTC | STIFEL FINANCIAL CORP SF · Entity 3461 | Exercise / conversionCommon Stock | 11,242 | $0.00 | $0.00 |
DisclosureSEC source: 0000720672-17-000100 · edgardoc.xml · nonDerivative · entry 13 WEISEL THOMAS W · CIK 0001207218 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 74,779 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. F5 · shares: Shares represent a grant of restricted stock which vest in 20% increments over a 5 year period from original grant date of the phantom stock unit. Read SEC document |
| December 27, 2017 Filed Dec 29, 2017 21:31 UTC | STIFEL FINANCIAL CORP SF · Entity 3461 | Tax withholdingCommon Stock | 774 | $60.13 | $46,540.62 |
DisclosureSEC source: 0000720672-17-000100 · edgardoc.xml · nonDerivative · entry 12 WEISEL THOMAS W · CIK 0001207218 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 63,537 Read SEC document |
| December 27, 2017 Filed Dec 29, 2017 21:31 UTC | STIFEL FINANCIAL CORP SF · Entity 3461 | Exercise / conversionCommon Stock | 1,368 | $0.00 | $0.00 |
DisclosureSEC source: 0000720672-17-000100 · edgardoc.xml · nonDerivative · entry 11 WEISEL THOMAS W · CIK 0001207218 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 64,311 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 · shares: Shares represent a grant of restricted stock which vest 100% nine years from the original grant date of the phantom stock unit. Read SEC document |
| December 27, 2017 Filed Dec 29, 2017 21:31 UTC | STIFEL FINANCIAL CORP SF · Entity 3461 | Tax withholdingCommon Stock | 774 | $60.13 | $46,540.62 |
DisclosureSEC source: 0000720672-17-000100 · edgardoc.xml · nonDerivative · entry 10 WEISEL THOMAS W · CIK 0001207218 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 62,943 Read SEC document |
| December 27, 2017 Filed Dec 29, 2017 21:31 UTC | STIFEL FINANCIAL CORP SF · Entity 3461 | Exercise / conversionCommon Stock | 1,368 | $0.00 | $0.00 |
DisclosureSEC source: 0000720672-17-000100 · edgardoc.xml · nonDerivative · entry 9 WEISEL THOMAS W · CIK 0001207218 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 63,717 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. F2 · shares: Shares represent a grant of restricted stock which vest 100% eight years from the original grant date of the phantom stock unit. Read SEC document |
| December 27, 2017 Filed Dec 29, 2017 21:31 UTC | STIFEL FINANCIAL CORP SF · Entity 3461 | Tax withholdingCommon Stock | 774 | $60.13 | $46,540.62 |
DisclosureSEC source: 0000720672-17-000100 · edgardoc.xml · nonDerivative · entry 8 WEISEL THOMAS W · CIK 0001207218 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 62,349 Read SEC document |
| December 27, 2017 Filed Dec 29, 2017 21:31 UTC | STIFEL FINANCIAL CORP SF · Entity 3461 | Exercise / conversionCommon Stock | 1,368 | $0.00 | $0.00 |
DisclosureSEC source: 0000720672-17-000100 · edgardoc.xml · nonDerivative · entry 7 WEISEL THOMAS W · CIK 0001207218 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 63,123 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 · shares: Shares represent a grant of restricted stock which vest 100% seven years from the original grant date of the phantom stock unit. Read SEC document |
| December 27, 2017 Filed Dec 29, 2017 21:31 UTC | STIFEL FINANCIAL CORP SF · Entity 3461 | Tax withholdingCommon Stock | 1,288 | $60.13 | $77,447.44 |
DisclosureSEC source: 0000720672-17-000100 · edgardoc.xml · nonDerivative · entry 6 WEISEL THOMAS W · CIK 0001207218 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 61,755 Read SEC document |
| December 27, 2017 Filed Dec 29, 2017 21:31 UTC | STIFEL FINANCIAL CORP SF · Entity 3461 | Exercise / conversionCommon Stock | 2,277 | $0.00 | $0.00 |
DisclosureSEC source: 0000720672-17-000100 · edgardoc.xml · nonDerivative · entry 5 WEISEL THOMAS W · CIK 0001207218 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 63,043 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 · shares: Shares represent a grant of restricted stock which vest 100% nine years from the original grant date of the phantom stock unit. Read SEC document |
| December 27, 2017 Filed Dec 29, 2017 21:31 UTC | STIFEL FINANCIAL CORP SF · Entity 3461 | Tax withholdingCommon Stock | 1,288 | $60.13 | $77,447.44 |
DisclosureSEC source: 0000720672-17-000100 · edgardoc.xml · nonDerivative · entry 4 WEISEL THOMAS W · CIK 0001207218 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 60,766 Read SEC document |
| December 27, 2017 Filed Dec 29, 2017 21:31 UTC | STIFEL FINANCIAL CORP SF · Entity 3461 | Exercise / conversionCommon Stock | 2,277 | $0.00 | $0.00 |
DisclosureSEC source: 0000720672-17-000100 · edgardoc.xml · nonDerivative · entry 3 WEISEL THOMAS W · CIK 0001207218 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 62,054 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. F2 · shares: Shares represent a grant of restricted stock which vest 100% eight years from the original grant date of the phantom stock unit. Read SEC document |
| December 27, 2017 Filed Dec 29, 2017 21:31 UTC | STIFEL FINANCIAL CORP SF · Entity 3461 | Tax withholdingCommon Stock | 1,288 | $60.13 | $77,447.44 |
DisclosureSEC source: 0000720672-17-000100 · edgardoc.xml · nonDerivative · entry 2 WEISEL THOMAS W · CIK 0001207218 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 59,777 Read SEC document |
| December 27, 2017 Filed Dec 29, 2017 21:31 UTC | STIFEL FINANCIAL CORP SF · Entity 3461 | Exercise / conversionCommon Stock | 2,277 | $0.00 | $0.00 |
DisclosureSEC source: 0000720672-17-000100 · edgardoc.xml · nonDerivative · entry 1 WEISEL THOMAS W · CIK 0001207218 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 61,065 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: Shares represent a grant of restricted stock which vest 100% ten years from the original grant date of the phantom stock unit. Read SEC document |
| December 15, 2017 Filed Feb 13, 2018 21:59 UTC | STIFEL FINANCIAL CORP SF · Entity 3461 | GrantPhantom Stock Units · Derivative | 68 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000720672-18-000030 · edgardoc.xml · derivative · entry 9 WEISEL THOMAS W · CIK 0001207218 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 39,488 Underlying: Common Stock · 68 shares Expires not disclosed F1 · derivative.exercise_date: Phantom stock units acquired pursuant to dividend equivalent rights in respect of previously reported phantom stock units (the "Dividend Equivalent PSUs"). The Dividend Equivalent PSUs accrued in connect with a cash dividend paid by the issuer on the issuer's common stock. The Dividend Equivalent PSUs will vest proportionately with the phantom stock units to which they relate. The Dividend Equivalent PSUs convert to the issuer's common stock on a one-for-one basis. F1 · derivative.expiration_date: Phantom stock units acquired pursuant to dividend equivalent rights in respect of previously reported phantom stock units (the "Dividend Equivalent PSUs"). The Dividend Equivalent PSUs accrued in connect with a cash dividend paid by the issuer on the issuer's common stock. The Dividend Equivalent PSUs will vest proportionately with the phantom stock units to which they relate. The Dividend Equivalent PSUs convert to the issuer's common stock on a one-for-one basis. Read SEC document |
| November 17, 2017 Filed Feb 13, 2018 21:59 UTC | STIFEL FINANCIAL CORP SF · Entity 3461 | GiftCommon Stock | 96 | $0.00 | $0.00 |
DisclosureSEC source: 0000720672-18-000030 · edgardoc.xml · nonDerivative · entry 7 WEISEL THOMAS W · CIK 0001207218 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 51,912 Read SEC document |
| November 01, 2017 Filed Feb 13, 2018 21:59 UTC | STIFEL FINANCIAL CORP SF · Entity 3461 | GiftCommon Stock | 1,086 | $0.00 | $0.00 |
DisclosureSEC source: 0000720672-18-000030 · edgardoc.xml · nonDerivative · entry 6 WEISEL THOMAS W · CIK 0001207218 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 52,008 Read SEC document |
| September 15, 2017 Filed Feb 13, 2018 21:59 UTC | STIFEL FINANCIAL CORP SF · Entity 3461 | GrantPhantom Stock Units · Derivative | 81 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000720672-18-000030 · edgardoc.xml · derivative · entry 8 WEISEL THOMAS W · CIK 0001207218 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 39,420 Underlying: Common Stock · 81 shares Expires not disclosed F1 · derivative.exercise_date: Phantom stock units acquired pursuant to dividend equivalent rights in respect of previously reported phantom stock units (the "Dividend Equivalent PSUs"). The Dividend Equivalent PSUs accrued in connect with a cash dividend paid by the issuer on the issuer's common stock. The Dividend Equivalent PSUs will vest proportionately with the phantom stock units to which they relate. The Dividend Equivalent PSUs convert to the issuer's common stock on a one-for-one basis. F1 · derivative.expiration_date: Phantom stock units acquired pursuant to dividend equivalent rights in respect of previously reported phantom stock units (the "Dividend Equivalent PSUs"). The Dividend Equivalent PSUs accrued in connect with a cash dividend paid by the issuer on the issuer's common stock. The Dividend Equivalent PSUs will vest proportionately with the phantom stock units to which they relate. The Dividend Equivalent PSUs convert to the issuer's common stock on a one-for-one basis. 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.