Average stock performance after each discretionary buy, measured at 1, 3 and 6 months. 5 buys in history.
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 | 133,391 | reported | 27 Feb 2026 | tx 300+2,011,636−1,961,624 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 27 Feb 2026 | GRANT_AWARD | STIFEL FINANCIAL CORP | 25,388 | 74.05 USD | deriv |
| 27 Feb 2026 | GRANT_AWARD | STIFEL FINANCIAL CORP | 13,504 | 74.05 USD | deriv |
| 18 Feb 2026 | EXERCISE | STIFEL FINANCIAL CORP | 31,434 | 0.00 USD | |
| 18 Feb 2026 | TAX_WITHHOLDING | STIFEL FINANCIAL CORP | 13,847 | 120.49 USD | |
| 18 Feb 2026 | GRANT_AWARD | STIFEL FINANCIAL CORP | 39,293 | 0.00 USD | deriv |
| 18 Feb 2026 | EXERCISE | STIFEL FINANCIAL CORP | 31,434 | 0.00 USD | deriv |
| 30 Jan 2026 | EXERCISE | STIFEL FINANCIAL CORP | 5,644 | 0.00 USD | |
| 29 Jan 2026 | SALE | STIFEL FINANCIAL CORP | 9 | 123.90 USD | |
| 30 Jan 2026 | TAX_WITHHOLDING | STIFEL FINANCIAL CORP | 2,487 | 126.24 USD | |
| 30 Jan 2026 | EXERCISE | STIFEL FINANCIAL CORP | 5,644 | 0.00 USD | deriv |
| 13 Jan 2026 | EXERCISE | STIFEL FINANCIAL CORP | 25,570 | 0.00 USD | |
| 13 Jan 2026 | TAX_WITHHOLDING | STIFEL FINANCIAL CORP | 10,143 | 125.22 USD | |
| 13 Jan 2026 | EXERCISE | STIFEL FINANCIAL CORP | 25,570 | 0.00 USD | deriv |
| 26 Dec 2025 | GIFT | STIFEL FINANCIAL CORP | 10,000 | 0.00 USD | |
| 10 Nov 2025 | GIFT | STIFEL FINANCIAL CORP | 10,000 | 0.00 USD | |
| 13 Aug 2025 | PURCHASE | STIFEL FINANCIAL CORP | 2 | 116.00 USD | |
| 12 Aug 2025 | PURCHASE | STIFEL FINANCIAL CORP | 2 | 114.16 USD | |
| 07 Aug 2025 | PURCHASE | STIFEL FINANCIAL CORP | 4 | 110.17 USD | first after silence |
| 11 Aug 2025 | PURCHASE | STIFEL FINANCIAL CORP | 1 | 111.76 USD | |
| 19 Aug 2025 | OTHER | STIFEL FINANCIAL CORP | 15,000 | 112.90 USD | |
| 06 Mar 2025 | GRANT_AWARD | STIFEL FINANCIAL CORP | 20,827 | 98.43 USD | deriv |
| 06 Mar 2025 | GRANT_AWARD | STIFEL FINANCIAL CORP | 3,048 | 98.43 USD | deriv |
| 28 Feb 2025 | TAX_WITHHOLDING | STIFEL FINANCIAL CORP | 2,634 | 104.90 USD | |
| 28 Feb 2025 | EXERCISE | STIFEL FINANCIAL CORP | 5,977 | 0.00 USD | |
| 28 Feb 2025 | EXERCISE | STIFEL FINANCIAL CORP | 5,977 | 0.00 USD | deriv |
2 purchases reported after at least 12 months of silence — most recent on 07 Aug 2025.