Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.
| Issuer | Shares | Source | Last tx | Detail |
|---|---|---|---|---|
| NASDAQ, INC. | 11,927 | reported | 25 Jun 2004 | tx 1+7,541 |
| STIFEL FINANCIAL CORP | 1,155 | reported | 18 Feb 2026 | tx 192+446,333−1,397,937 |
| Thomas Weisel Partners Group, Inc. | 0 | reported | 01 Jul 2010 | tx 23+3,263,066−3,211,196 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 18 Feb 2026 | EXERCISE | STIFEL FINANCIAL CORP | 4,623 | 0.00 USD | |
| 18 Feb 2026 | TAX_WITHHOLDING | STIFEL FINANCIAL CORP | 1,693 | 120.49 USD | |
| 18 Feb 2026 | EXERCISE | STIFEL FINANCIAL CORP | 4,623 | 0.00 USD | deriv |
| 18 Feb 2026 | GRANT_AWARD | STIFEL FINANCIAL CORP | 5,778 | 0.00 USD | deriv |
| 30 Jan 2026 | EXERCISE | STIFEL FINANCIAL CORP | 628 | 0.00 USD | |
| 30 Jan 2026 | TAX_WITHHOLDING | STIFEL FINANCIAL CORP | 260 | 126.24 USD | |
| 30 Jan 2026 | EXERCISE | STIFEL FINANCIAL CORP | 628 | 0.00 USD | deriv |
| 20 Nov 2025 | GIFT | STIFEL FINANCIAL CORP | 255 | 0.00 USD | |
| 31 Jul 2025 | GIFT | STIFEL FINANCIAL CORP | 1,183 | 0.00 USD | |
| 09 Jun 2025 | GIFT | STIFEL FINANCIAL CORP | 3,777 | 0.00 USD | |
| 03 Feb 2025 | TAX_WITHHOLDING | STIFEL FINANCIAL CORP | 898 | 117.51 USD | |
| 03 Feb 2025 | EXERCISE | STIFEL FINANCIAL CORP | 2,508 | 0.00 USD | |
| 03 Feb 2025 | GRANT_AWARD | STIFEL FINANCIAL CORP | 3,136 | 0.00 USD | deriv |
| 03 Feb 2025 | EXERCISE | STIFEL FINANCIAL CORP | 2,508 | 0.00 USD | deriv |
| 22 Nov 2024 | SALE | STIFEL FINANCIAL CORP | 13,000 | 115.01 USD | |
| 25 Jan 2024 | GIFT | STIFEL FINANCIAL CORP | 3,692 | 0.00 USD | |
| 18 Dec 2023 | GIFT | STIFEL FINANCIAL CORP | 78 | 0.00 USD | |
| 15 Dec 2023 | GIFT | STIFEL FINANCIAL CORP | 4,630 | 0.00 USD | |
| 18 May 2023 | GIFT | STIFEL FINANCIAL CORP | 500 | 0.00 USD | |
| 02 Mar 2023 | EXERCISE | STIFEL FINANCIAL CORP | 857 | 0.00 USD | |
| 02 Mar 2023 | TAX_WITHHOLDING | STIFEL FINANCIAL CORP | 297 | 66.59 USD | |
| 02 Mar 2023 | EXERCISE | STIFEL FINANCIAL CORP | 857 | 0.00 USD | deriv |
| 09 Feb 2023 | GIFT | STIFEL FINANCIAL CORP | 2,300 | 0.00 USD | |
| 28 Jan 2022 | GIFT | STIFEL FINANCIAL CORP | 1,654 | 0.00 USD | |
| 06 Jun 2022 | GIFT | STIFEL FINANCIAL CORP | 1,143 | 0.00 USD |