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 |
|---|---|---|---|---|---|---|
| August 30, 2017 Filed Feb 13, 2018 21:59 UTC | STIFEL FINANCIAL CORP SF · Entity 3461 | GiftCommon Stock | 106 | $0.00 | $0.00 |
DisclosureSEC source: 0000720672-18-000030 · edgardoc.xml · nonDerivative · entry 5 WEISEL THOMAS W · CIK 0001207218 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 53,094 Read SEC document |
| August 01, 2017 Filed Feb 13, 2018 21:59 UTC | STIFEL FINANCIAL CORP SF · Entity 3461 | GiftCommon Stock | 4,400 | $0.00 | $0.00 |
DisclosureSEC source: 0000720672-18-000030 · edgardoc.xml · nonDerivative · entry 4 WEISEL THOMAS W · CIK 0001207218 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 53,200 Read SEC document |
| June 13, 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 3 WEISEL THOMAS W · CIK 0001207218 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 57,600 Read SEC document |
| March 06, 2017 Filed Feb 13, 2018 21:59 UTC | STIFEL FINANCIAL CORP SF · Entity 3461 | GiftCommon Stock | 65 | $0.00 | $0.00 |
DisclosureSEC source: 0000720672-18-000030 · edgardoc.xml · nonDerivative · entry 2 WEISEL THOMAS W · CIK 0001207218 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 58,686 Read SEC document |
| March 02, 2017 Filed Mar 6, 2017 21:48 UTC | STIFEL FINANCIAL CORP SF · Entity 3461 | GrantPhantom Stock Units · Derivative | 69 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000720672-17-000046 · edgardoc.xml · derivative · entry 3 WEISEL THOMAS W · CIK 0001207218 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 39,339 Underlying: Common Stock · 69 shares Expires not disclosed F3 · derivative.exercise_date: Units vest 100% after five years. F2 · derivative.expiration_date: No expiration date for these Units. Read SEC document |
| March 02, 2017 Filed Mar 6, 2017 21:48 UTC | STIFEL FINANCIAL CORP SF · Entity 3461 | GrantPhantom Stock Units · Derivative | 277 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000720672-17-000046 · edgardoc.xml · derivative · entry 2 WEISEL THOMAS W · CIK 0001207218 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 39,270 Underlying: Common Stock · 277 shares Expires not disclosed F1 · derivative.exercise_date: Fully vested. F2 · derivative.expiration_date: No expiration date for these Units. Read SEC document |
| February 24, 2017 Filed Feb 13, 2018 21:59 UTC | STIFEL FINANCIAL CORP SF · Entity 3461 | GiftCommon Stock | 37 | $0.00 | $0.00 |
DisclosureSEC source: 0000720672-18-000030 · edgardoc.xml · nonDerivative · entry 1 WEISEL THOMAS W · CIK 0001207218 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 58,751 Read SEC document |
| December 30, 2016 Filed Jan 4, 2017 22:15 UTC | STIFEL FINANCIAL CORP SF · Entity 3461 | Exercise / conversionPhantom Stock Units · Derivative | 18,868 | Not disclosed Strike: $0.00 | Not disclosed |
DisclosureSEC source: 0000720672-17-000007 · edgardoc.xml · derivative · entry 3 WEISEL THOMAS W · CIK 0001207218 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 38,993 Underlying: Common Stock · 18,868 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_price: Each phantom stock unit was the economic equivalent of one share of Stifel Financial Corp. common stock. On December 30, 2016, 18,868 of the reporting person's phantom stock units were settled for cash. F1 · price: Each phantom stock unit was the economic equivalent of one share of Stifel Financial Corp. common stock. On December 30, 2016, 18,868 of the reporting person's phantom stock units were settled for cash. F2 · derivative.expiration_date: No expiration date for these Units. Read SEC document |
| December 30, 2016 Filed Jan 4, 2017 22:15 UTC | STIFEL FINANCIAL CORP SF · Entity 3461 | Disposition to issuerCommon Stock | 18,868 | $49.95 | $942,456.60 |
DisclosureSEC source: 0000720672-17-000007 · edgardoc.xml · nonDerivative · entry 2 WEISEL THOMAS W · CIK 0001207218 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 67,929 Read SEC document |
| December 30, 2016 Filed Jan 4, 2017 22:15 UTC | STIFEL FINANCIAL CORP SF · Entity 3461 | Exercise / conversionCommon Stock | 18,868 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000720672-17-000007 · edgardoc.xml · nonDerivative · entry 1 WEISEL THOMAS W · CIK 0001207218 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 86,797 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 · price: Each phantom stock unit was the economic equivalent of one share of Stifel Financial Corp. common stock. On December 30, 2016, 18,868 of the reporting person's phantom stock units were settled for cash. Read SEC document |
| December 01, 2016 Filed Dec 1, 2016 22:13 UTC | STIFEL FINANCIAL CORP SF · Entity 3461 | GiftCommon Stock | 2,600 | $49.85 | $129,610.00 |
DisclosureSEC source: 0000720672-16-000186 · edgardoc.xml · nonDerivative · entry 2 WEISEL THOMAS W · CIK 0001207218 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 67,929 Read SEC document |
| November 29, 2016 Filed Dec 1, 2016 22:13 UTC | STIFEL FINANCIAL CORP SF · Entity 3461 | SaleCommon Stock | 30,000 | $49.32 | $1,479,600.00 |
DisclosureSEC source: 0000720672-16-000186 · edgardoc.xml · nonDerivative · entry 1 WEISEL THOMAS W · CIK 0001207218 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 70,529 F1 · price: This transaction was executed in multiple trades at prices ranging from $49.12 to $49.56. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| November 22, 2016 Filed Nov 23, 2016 19:07 UTC | STIFEL FINANCIAL CORP SF · Entity 3461 | SaleCommon Stock | 20,000 | $50.20 | $1,004,000.00 |
DisclosureSEC source: 0000720672-16-000177 · edgardoc.xml · nonDerivative · entry 1 WEISEL THOMAS W · CIK 0001207218 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 100,529 Read SEC document |
| October 12, 2016 Filed Feb 14, 2017 19:08 UTC | STIFEL FINANCIAL CORP SF · Entity 3461 | GiftCommon Stock | 316 | $0.00 | $0.00 |
DisclosureSEC source: 0000720672-17-000034 · edgardoc.xml · nonDerivative · entry 5 WEISEL THOMAS W · CIK 0001207218 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 111,388 Read SEC document |
| October 11, 2016 Filed Feb 14, 2017 19:08 UTC | STIFEL FINANCIAL CORP SF · Entity 3461 | GiftCommon Stock | 249 | $0.00 | $0.00 |
DisclosureSEC source: 0000720672-17-000034 · edgardoc.xml · nonDerivative · entry 4 WEISEL THOMAS W · CIK 0001207218 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 111,704 Read SEC document |
| October 05, 2016 Filed Feb 14, 2017 19:08 UTC | STIFEL FINANCIAL CORP SF · Entity 3461 | GiftCommon Stock | 5,903 | $0.00 | $0.00 |
DisclosureSEC source: 0000720672-17-000034 · edgardoc.xml · nonDerivative · entry 3 WEISEL THOMAS W · CIK 0001207218 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 111,953 Read SEC document |
| September 22, 2016 Filed Feb 14, 2017 19:08 UTC | STIFEL FINANCIAL CORP SF · Entity 3461 | GiftCommon Stock | 2,033 | $0.00 | $0.00 |
DisclosureSEC source: 0000720672-17-000034 · edgardoc.xml · nonDerivative · entry 2 WEISEL THOMAS W · CIK 0001207218 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 117,856 Read SEC document |
| August 31, 2016 Filed Feb 14, 2017 19:08 UTC | STIFEL FINANCIAL CORP SF · Entity 3461 | GiftCommon Stock | 640 | $0.00 | $0.00 |
DisclosureSEC source: 0000720672-17-000034 · edgardoc.xml · nonDerivative · entry 1 WEISEL THOMAS W · CIK 0001207218 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 119,889 Read SEC document |
| November 10, 2015 Filed Nov 15, 2016 23:20 UTC | STIFEL FINANCIAL CORP SF · Entity 3461 | GiftCommon Stock | 3,225 | $46.26 | $149,188.50 |
DisclosureSEC source: 0000720672-16-000169 · edgardoc.xml · nonDerivative · entry 10 WEISEL THOMAS W · CIK 0001207218 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 106,963 Read SEC document |
| March 24, 2015 Filed Nov 15, 2016 23:20 UTC | STIFEL FINANCIAL CORP SF · Entity 3461 | SaleCommon Stock | 35,148 | $56.94 | $2,001,327.12 |
DisclosureSEC source: 0000720672-16-000169 · edgardoc.xml · nonDerivative · entry 9 WEISEL THOMAS W · CIK 0001207218 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 110,188 Read SEC document |
| March 24, 2015 Filed Nov 15, 2016 23:20 UTC Amendment | STIFEL FINANCIAL CORP SF · Entity 3461 | SaleCommon Stock | 3,031 | $56.90 | $172,463.90 |
DisclosureSEC source: 0000720672-16-000168 · edgardoc.xml · nonDerivative · entry 1 WEISEL THOMAS W · CIK 0001207218 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,995 F1 · balance_after: The original reporting of the sale incorrectly reported the shares were owned by Trust. The 3,031 sharees that were sold on 3/24/2015 were owned Direct. Read SEC document |
| February 09, 2015 Filed Nov 15, 2016 23:20 UTC | STIFEL FINANCIAL CORP SF · Entity 3461 | GiftCommon Stock | 7,023 | $50.36 | $353,678.28 |
DisclosureSEC source: 0000720672-16-000169 · edgardoc.xml · nonDerivative · entry 8 WEISEL THOMAS W · CIK 0001207218 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 148,367 Read SEC document |
| December 19, 2014 Filed Nov 15, 2016 23:20 UTC | STIFEL FINANCIAL CORP SF · Entity 3461 | GiftCommon Stock | 1,365 | $51.47 | $70,256.55 |
DisclosureSEC source: 0000720672-16-000169 · edgardoc.xml · nonDerivative · entry 7 WEISEL THOMAS W · CIK 0001207218 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 151,503 Read SEC document |
| December 11, 2014 Filed Nov 15, 2016 23:20 UTC | STIFEL FINANCIAL CORP SF · Entity 3461 | GiftCommon Stock | 5,112 | $49.25 | $251,766.00 |
DisclosureSEC source: 0000720672-16-000169 · edgardoc.xml · nonDerivative · entry 6 WEISEL THOMAS W · CIK 0001207218 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 152,868 Read SEC document |
| September 22, 2014 Filed Nov 15, 2016 23:20 UTC | STIFEL FINANCIAL CORP SF · Entity 3461 | GiftCommon Stock | 500 | $48.43 | $24,215.00 |
DisclosureSEC source: 0000720672-16-000169 · edgardoc.xml · nonDerivative · entry 5 WEISEL THOMAS W · CIK 0001207218 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 157,980 Read SEC document |
| June 25, 2014 Filed Nov 15, 2016 23:20 UTC | STIFEL FINANCIAL CORP SF · Entity 3461 | GiftCommon Stock | 530 | $47.27 | $25,053.10 |
DisclosureSEC source: 0000720672-16-000169 · edgardoc.xml · nonDerivative · entry 4 WEISEL THOMAS W · CIK 0001207218 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 158,480 Read SEC document |
| June 12, 2014 Filed Nov 15, 2016 23:20 UTC | STIFEL FINANCIAL CORP SF · Entity 3461 | GiftCommon Stock | 3,355 | $45.70 | $153,323.50 |
DisclosureSEC source: 0000720672-16-000169 · edgardoc.xml · nonDerivative · entry 3 WEISEL THOMAS W · CIK 0001207218 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 159,010 Read SEC document |
| April 08, 2014 Filed Nov 15, 2016 23:20 UTC | STIFEL FINANCIAL CORP SF · Entity 3461 | GiftCommon Stock | 880 | $45.70 | $40,216.00 |
DisclosureSEC source: 0000720672-16-000169 · edgardoc.xml · nonDerivative · entry 2 WEISEL THOMAS W · CIK 0001207218 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 162,365 Read SEC document |
| April 02, 2014 Filed Nov 15, 2016 23:20 UTC | STIFEL FINANCIAL CORP SF · Entity 3461 | GiftCommon Stock | 580 | $50.36 | $29,208.80 |
DisclosureSEC source: 0000720672-16-000169 · edgardoc.xml · nonDerivative · entry 1 WEISEL THOMAS W · CIK 0001207218 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 163,245 Read SEC document |
| November 26, 2013 Filed Nov 15, 2016 23:20 UTC | STIFEL FINANCIAL CORP SF · Entity 3461 | SaleCommon Stock | 18,231 | $45.22 | $824,405.82 |
DisclosureSEC source: 0000720672-16-000169 · edgardoc.xml · nonDerivative · entry 11 WEISEL THOMAS W · CIK 0001207218 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 0 Read SEC document |
| November 22, 2013 Filed Nov 15, 2016 23:20 UTC Amendment | STIFEL FINANCIAL CORP SF · Entity 3461 | SaleCommon Stock | 6,686 | $45.63 | $305,094.88 |
DisclosureSEC source: 0000720672-16-000167 · edgardoc.xml · nonDerivative · entry 2 WEISEL THOMAS W · CIK 0001207218 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · by Corporation Disclosed balance after: 0 F1 · price: This transaction was executed in multiple trades at prices ranging from $45.19 to $46.19. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected. F2 · ownership.nature: The original reporting of this sale incorrectly reported the shares were all owned direct. Of the 99,700 shares sold, 6,686 were owned by Corporation and 93,014 were owned direct. Read SEC document |
| November 22, 2013 Filed Nov 15, 2016 23:20 UTC Amendment | STIFEL FINANCIAL CORP SF · Entity 3461 | SaleCommon Stock | 93,014 | $45.63 | $4,244,405.55 |
DisclosureSEC source: 0000720672-16-000167 · edgardoc.xml · nonDerivative · entry 1 WEISEL THOMAS W · CIK 0001207218 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 160,795 F1 · price: This transaction was executed in multiple trades at prices ranging from $45.19 to $46.19. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| August 13, 2013 Filed Nov 15, 2016 23:19 UTC Amendment | STIFEL FINANCIAL CORP SF · Entity 3461 | SaleCommon Stock | 150,000 | $40.14 | $6,020,955.00 |
DisclosureSEC source: 0000720672-16-000166 · edgardoc.xml · nonDerivative · entry 1 WEISEL THOMAS W · CIK 0001207218 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · by Corporation Disclosed balance after: 6,686 F1 · kind: These shares were sold pursuant to a 10(b)5-1 Plan. F2 · price: This transaction was executed in multiple trades at prices ranging from $39.78 to $40.31. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected. F3 · ownership.nature: The original reporting of this sale incorrrectly reported the shares were owned direct. The 150,000 shares that were sold on 8/13/2013 were actually owned by Corporation. 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.