Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| StoneX Group Inc.SNEX · Entity 3627 | Chief Operating Officer | December 15, 2025 | December 17, 2025 |
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.
StoneX Group Inc.
Report date December 15, 2025 · Filed December 17, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Restricted Shares of Common StockSEC Table I · non-derivative | Direct | 11,639 |
Reported balance
After 2025-12-15 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2025-12-15 · Grant · Acquired 3,920 · Balance 11,639 F1: Shares issued pursuant to the terms of the Company's Executive Performance Plan. Shares vest equally on anniversary in years one, two and three. |
| Restricted Shares of Common StockSEC Table I · non-derivative | Direct | 15,810 |
Reported balance
After 2025-12-15 transaction · row 2
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 2 · 2025-12-15 · Grant · Acquired 4,171 · Balance 15,810 F2: Shares issued pursuant to the terms of the remuneration policy as agreed upon by StoneX Financial Ltd. Shares vest equally on anniversary in years one, two and three. |
| Common StockSEC Table I · non-derivative | Direct | 14,400 |
Reported balance
After 2025-12-15 transaction · row 3
1 source rowRow 3 · 2025-12-15 · Tax withholding · Disposed 1,410 · Balance 14,400 |
Filing footnotes · ownership attribution and instrument terms
F1: Shares issued pursuant to the terms of the Company's Executive Performance Plan. Shares vest equally on anniversary in years one, two and three.
F2: Shares issued pursuant to the terms of the remuneration policy as agreed upon by StoneX Financial Ltd. Shares vest equally on anniversary in years one, two and three.
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 |
|---|---|---|---|---|---|---|
| December 15, 2025 Filed Dec 17, 2025 21:31 UTC | StoneX Group Inc. SNEX · Entity 3627 | Tax withholdingCommon Stock | 1,410 | $97.43 | $137,376.30 |
DisclosureSEC source: 0002030489-25-000003 · wk-form4_1766007065.xml · nonDerivative · entry 3 Davison Stuart · CIK 0002030489 · Chief Operating Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 14,400 Read SEC document |
| December 15, 2025 Filed Dec 17, 2025 21:31 UTC | StoneX Group Inc. SNEX · Entity 3627 | GrantRestricted Shares of Common Stock | 4,171 | $0.00 | $0.00 |
DisclosureSEC source: 0002030489-25-000003 · wk-form4_1766007065.xml · nonDerivative · entry 2 Davison Stuart · CIK 0002030489 · Chief Operating Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,810 F2 · security: Shares issued pursuant to the terms of the remuneration policy as agreed upon by StoneX Financial Ltd. Shares vest equally on anniversary in years one, two and three. Read SEC document |
| December 15, 2025 Filed Dec 17, 2025 21:31 UTC | StoneX Group Inc. SNEX · Entity 3627 | GrantRestricted Shares of Common Stock | 3,920 | $0.00 | $0.00 |
DisclosureSEC source: 0002030489-25-000003 · wk-form4_1766007065.xml · nonDerivative · entry 1 Davison Stuart · CIK 0002030489 · Chief Operating Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,639 F1 · security: Shares issued pursuant to the terms of the Company's Executive Performance Plan. Shares vest equally on anniversary in years one, two and three. Read SEC document |
| March 05, 2025 Filed Mar 7, 2025 21:33 UTC | StoneX Group Inc. SNEX · Entity 3627 | GrantStock Options · Derivative | 135,000 | $118.01 Strike: $118.01 | $15,931,350.00 |
DisclosureSEC source: 0000913760-25-000049 · wk-form4_1741383216.xml · derivative · entry 2 Davison Stuart · CIK 0002030489 · Chief Operating Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 135,000 Underlying: Common Stock · 135,000 shares Expires 2031-12-05 F1 · security: The option grant was approved by the Company's Board of Directors on March 5, 2025. F2 · derivative.exercise_price: The strike price of the grant was set by the Company's Board of Directors as the closing price on the day prior to the grant, March 4, 2025. F3 · derivative.exercise_date: The options vest in equal tranches over a five year period. The initial Exercisable Date and Expiration Date were set by the Company's Board of Directors to coincide with the same dates as stock options previously granted to additional members of the Company's senior executive management team. Read SEC document |
| December 16, 2024 Filed Dec 17, 2024 21:59 UTC | StoneX Group Inc. SNEX · Entity 3627 | Tax withholdingCommon Stock | 578 | $99.21 | $57,343.38 |
DisclosureSEC source: 0000913760-24-000206 · wk-form4_1734472787.xml · nonDerivative · entry 2 Davison Stuart · CIK 0002030489 · Chief Operating Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,146 Read SEC document |
| December 13, 2024 Filed Dec 17, 2024 21:59 UTC | StoneX Group Inc. SNEX · Entity 3627 | GrantRestricted Shares of Common Stock | 2,320 | $0.00 | $0.00 |
DisclosureSEC source: 0000913760-24-000206 · wk-form4_1734472787.xml · nonDerivative · entry 1 Davison Stuart · CIK 0002030489 · Chief Operating Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,724 F1 · security: Shares issued pursuant to the terms of the remuneration policy as agreed upon by StoneX Financial Ltd. Shares vest equally on anniversary in years one, two and three. 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.