Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.
| Issuer | Shares | Source | Last tx | Detail |
|---|---|---|---|---|
| STIFEL FINANCIAL CORP | 38,250 | reported | 27 Feb 2026 | tx 128+368,445−334,706 |
| Thomas Weisel Partners Group, Inc. | 0 | reported | 01 Jul 2010 | tx 22+303,167−277,627 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 27 Feb 2026 | GRANT_AWARD | STIFEL FINANCIAL CORP | 5,402 | 74.05 USD | deriv |
| 27 Feb 2026 | GRANT_AWARD | STIFEL FINANCIAL CORP | 9,723 | 74.05 USD | deriv |
| 18 Feb 2026 | TAX_WITHHOLDING | STIFEL FINANCIAL CORP | 4,241 | 120.49 USD | |
| 18 Feb 2026 | EXERCISE | STIFEL FINANCIAL CORP | 7,859 | 0.00 USD | |
| 18 Feb 2026 | GRANT_AWARD | STIFEL FINANCIAL CORP | 9,823 | 0.00 USD | deriv |
| 18 Feb 2026 | EXERCISE | STIFEL FINANCIAL CORP | 7,859 | 0.00 USD | deriv |
| 30 Jan 2026 | TAX_WITHHOLDING | STIFEL FINANCIAL CORP | 931 | 126.24 USD | |
| 30 Jan 2026 | EXERCISE | STIFEL FINANCIAL CORP | 1,725 | 0.00 USD | |
| 30 Jan 2026 | EXERCISE | STIFEL FINANCIAL CORP | 1,725 | 0.00 USD | deriv |
| 13 Jan 2026 | TAX_WITHHOLDING | STIFEL FINANCIAL CORP | 6,695 | 125.22 USD | |
| 13 Jan 2026 | EXERCISE | STIFEL FINANCIAL CORP | 11,335 | 0.00 USD | |
| 13 Jan 2026 | EXERCISE | STIFEL FINANCIAL CORP | 11,335 | 0.00 USD | deriv |
| 13 Nov 2025 | GIFT | STIFEL FINANCIAL CORP | 1,000 | 0.00 USD | |
| 19 Aug 2025 | OTHER | STIFEL FINANCIAL CORP | 10,000 | 112.90 USD | |
| 06 Mar 2025 | GRANT_AWARD | STIFEL FINANCIAL CORP | 8,229 | 98.43 USD | deriv |
| 28 Feb 2025 | EXERCISE | STIFEL FINANCIAL CORP | 1,195 | 0.00 USD | |
| 28 Feb 2025 | TAX_WITHHOLDING | STIFEL FINANCIAL CORP | 644 | 104.90 USD | |
| 28 Feb 2025 | EXERCISE | STIFEL FINANCIAL CORP | 1,195 | 0.00 USD | deriv |
| 03 Feb 2025 | TAX_WITHHOLDING | STIFEL FINANCIAL CORP | 3,715 | 117.51 USD | |
| 03 Feb 2025 | EXERCISE | STIFEL FINANCIAL CORP | 6,898 | 0.00 USD | |
| 03 Feb 2025 | GRANT_AWARD | STIFEL FINANCIAL CORP | 8,623 | 0.00 USD | deriv |
| 03 Feb 2025 | EXERCISE | STIFEL FINANCIAL CORP | 6,898 | 0.00 USD | deriv |
| 08 Jan 2025 | EXERCISE | STIFEL FINANCIAL CORP | 10,443 | 0.00 USD | |
| 08 Jan 2025 | TAX_WITHHOLDING | STIFEL FINANCIAL CORP | 5,710 | 106.08 USD | |
| 08 Jan 2025 | EXERCISE | STIFEL FINANCIAL CORP | 10,443 | 0.00 USD | deriv |