Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.
| Issuer | Shares | Source | Last tx | Detail |
|---|---|---|---|---|
| KBW, INC. | 498,309 | reported | 15 Feb 2013 | tx 60+533,276−1,515,213 |
| STIFEL FINANCIAL CORP | 69,112 | reported | 27 Feb 2026 | tx 140+820,544−941,910 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 27 Feb 2026 | GRANT_AWARD | STIFEL FINANCIAL CORP | 17,623 | 74.05 USD | deriv |
| 27 Feb 2026 | GRANT_AWARD | STIFEL FINANCIAL CORP | 13,504 | 74.05 USD | deriv |
| 18 Feb 2026 | TAX_WITHHOLDING | STIFEL FINANCIAL CORP | 7,983 | 120.49 USD | |
| 18 Feb 2026 | EXERCISE | STIFEL FINANCIAL CORP | 16,179 | 0.00 USD | |
| 18 Feb 2026 | EXERCISE | STIFEL FINANCIAL CORP | 16,179 | 0.00 USD | deriv |
| 18 Feb 2026 | GRANT_AWARD | STIFEL FINANCIAL CORP | 20,224 | 0.00 USD | deriv |
| 30 Jan 2026 | TAX_WITHHOLDING | STIFEL FINANCIAL CORP | 1,315 | 126.24 USD | |
| 30 Jan 2026 | EXERCISE | STIFEL FINANCIAL CORP | 2,665 | 0.00 USD | |
| 30 Jan 2026 | EXERCISE | STIFEL FINANCIAL CORP | 2,665 | 0.00 USD | deriv |
| 13 Jan 2026 | TAX_WITHHOLDING | STIFEL FINANCIAL CORP | 7,490 | 125.22 USD | |
| 13 Jan 2026 | EXERCISE | STIFEL FINANCIAL CORP | 14,965 | 0.00 USD | |
| 13 Jan 2026 | EXERCISE | STIFEL FINANCIAL CORP | 14,965 | 0.00 USD | deriv |
| 19 Aug 2025 | OTHER | STIFEL FINANCIAL CORP | 20,000 | 112.90 USD | |
| 06 Mar 2025 | GRANT_AWARD | STIFEL FINANCIAL CORP | 8,458 | 98.43 USD | deriv |
| 06 Mar 2025 | GRANT_AWARD | STIFEL FINANCIAL CORP | 10,160 | 98.43 USD | deriv |
| 28 Feb 2025 | TAX_WITHHOLDING | STIFEL FINANCIAL CORP | 1,570 | 104.90 USD | |
| 28 Feb 2025 | EXERCISE | STIFEL FINANCIAL CORP | 3,387 | 0.00 USD | |
| 28 Feb 2025 | EXERCISE | STIFEL FINANCIAL CORP | 3,387 | 0.00 USD | deriv |
| 03 Feb 2025 | EXERCISE | STIFEL FINANCIAL CORP | 10,661 | 0.00 USD | |
| 03 Feb 2025 | TAX_WITHHOLDING | STIFEL FINANCIAL CORP | 5,261 | 117.51 USD | |
| 03 Feb 2025 | EXERCISE | STIFEL FINANCIAL CORP | 10,661 | 0.00 USD | deriv |
| 03 Feb 2025 | GRANT_AWARD | STIFEL FINANCIAL CORP | 13,326 | 0.00 USD | deriv |
| 08 Jan 2025 | TAX_WITHHOLDING | STIFEL FINANCIAL CORP | 7,196 | 106.08 USD | |
| 08 Jan 2025 | EXERCISE | STIFEL FINANCIAL CORP | 14,393 | 0.00 USD | |
| 08 Jan 2025 | EXERCISE | STIFEL FINANCIAL CORP | 14,393 | 0.00 USD | deriv |