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 | 33,092 | reported | 27 Feb 2026 | tx 58+136,792−138,262 |
| PULASKI FINANCIAL CORP | 17,500 | reported | 25 Jun 2004 | tx 8+28,324−31,053 |
| 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 | 4,051 | 74.05 USD | deriv |
| 18 Feb 2026 | TAX_WITHHOLDING | STIFEL FINANCIAL CORP | 3,261 | 120.49 USD | |
| 18 Feb 2026 | EXERCISE | STIFEL FINANCIAL CORP | 7,396 | 0.00 USD | |
| 18 Feb 2026 | GRANT_AWARD | STIFEL FINANCIAL CORP | 9,245 | 0.00 USD | deriv |
| 18 Feb 2026 | EXERCISE | STIFEL FINANCIAL CORP | 7,396 | 0.00 USD | deriv |
| 30 Jan 2026 | TAX_WITHHOLDING | STIFEL FINANCIAL CORP | 694 | 126.24 USD | |
| 30 Jan 2026 | EXERCISE | STIFEL FINANCIAL CORP | 1,568 | 0.00 USD | |
| 30 Jan 2026 | EXERCISE | STIFEL FINANCIAL CORP | 1,568 | 0.00 USD | deriv |
| 13 Jan 2026 | TAX_WITHHOLDING | STIFEL FINANCIAL CORP | 2,202 | 125.22 USD | |
| 13 Jan 2026 | EXERCISE | STIFEL FINANCIAL CORP | 7,304 | 0.00 USD | |
| 13 Jan 2026 | EXERCISE | STIFEL FINANCIAL CORP | 7,304 | 0.00 USD | deriv |
| 06 Mar 2025 | GRANT_AWARD | STIFEL FINANCIAL CORP | 6,743 | 98.43 USD | deriv |
| 28 Feb 2025 | TAX_WITHHOLDING | STIFEL FINANCIAL CORP | 491 | 104.90 USD | |
| 28 Feb 2025 | EXERCISE | STIFEL FINANCIAL CORP | 1,104 | 0.00 USD | |
| 28 Feb 2025 | EXERCISE | STIFEL FINANCIAL CORP | 1,104 | 0.00 USD | deriv |
| 03 Feb 2025 | TAX_WITHHOLDING | STIFEL FINANCIAL CORP | 2,732 | 117.51 USD | |
| 03 Feb 2025 | EXERCISE | STIFEL FINANCIAL CORP | 6,271 | 0.00 USD | |
| 03 Feb 2025 | GRANT_AWARD | STIFEL FINANCIAL CORP | 7,839 | 0.00 USD | deriv |
| 03 Feb 2025 | EXERCISE | STIFEL FINANCIAL CORP | 6,271 | 0.00 USD | deriv |
| 08 Jan 2025 | EXERCISE | STIFEL FINANCIAL CORP | 6,651 | 0.00 USD | |
| 08 Jan 2025 | TAX_WITHHOLDING | STIFEL FINANCIAL CORP | 2,022 | 106.08 USD | |
| 08 Jan 2025 | EXERCISE | STIFEL FINANCIAL CORP | 6,651 | 0.00 USD | deriv |
| 08 Mar 2024 | OTHER | STIFEL FINANCIAL CORP | 10,000 | 75.41 USD | |
| 08 Mar 2024 | GRANT_AWARD | STIFEL FINANCIAL CORP | 6,933 | 75.00 USD | deriv |