Welcome to our dedicated page for Stifel Fin SEC filings (Ticker: SF), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
Tracking how Stifel Financial Corp balances its Global Wealth Management and Institutional Group revenues often means digging through 250-plus pages of footnotes, regulatory capital tables and derivative schedules. If you need Stifel Financial Corp SEC filings explained simply or the Stifel Financial Corp annual report 10-K simplified, you’re in the right place. Stock Titan’s AI deciphers complex disclosures before you even start reading.
Every Stifel Financial Corp quarterly earnings report 10-Q filing arrives here seconds after EDGAR posts it, accompanied by concise AI guidance that flags shifts in net interest income, compensation ratio and trading revenue. Our platform also offers Stifel Financial Corp 8-K material events explained—whether it’s a surprise acquisition or a change in bank capital requirements—and delivers interactive Stifel Financial Corp earnings report filing analysis so you can compare quarter-over-quarter trends without manual spreadsheets.
Want instant alerts on Stifel Financial Corp insider trading Form 4 transactions? We stream Stifel Financial Corp Form 4 insider transactions real-time and map each Stifel Financial Corp executive stock transactions Form 4 to data from the latest Stifel Financial Corp proxy statement executive compensation tables. Because understanding Stifel Financial Corp SEC documents with AI is faster, you can focus on strategy: monitor how directors buy shares ahead of rate moves, watch capital ratios after a debt offering, or study segment margins before the next call.
James M. Zemlyak, Co‑President of Stifel Financial Corp. (SF), reported multiple family transactions and a disposal in August 2025. He sold 15,000 shares on 08/19/2025 at $112.90, after which he directly beneficially owned 1,154,549 shares. Several small purchases on 08/07, 08/11, 08/12 and 08/13 were reported as indirectly owned by his son, increasing that indirect holding incrementally to 7,037 shares; an additional 419 shares are reported indirectly by his wife. He also holds 86,354 phantom stock units that vest in 20% increments over five years and have no expiration date.
Ronald J. Kruszewski, CEO and Director of Stifel Financial Corp (SF), reported transactions reducing his direct common stock holdings. He contributed 9,000 shares on 08/15/2025 to an entity called Exchange Place All Capp II LP and sold 40,000 shares on 08/19/2025 at reported prices of $114.20 and $112.90 respectively. After these transactions his direct holdings are reported as 1,196,467 shares. He also holds 177,889 phantom stock units that vest in 20% increments over five years and have no expiration.
James M. Marischen, identified as Chief Financial Officer and a director/officer of Stifel Financial Corp. (SF), reported a sale of 5,000 shares of Stifel common stock on 08/19/2025 at a reported price of $112.90 per share. After that transaction the reporting person beneficially owned 63,846 shares directly. The filing also discloses 31,171 phantom stock units held beneficially, which vest in 20% increments over five years and have no expiration date. The Form 4 was signed on 08/22/2025. The filing contains only the transactions and unit vesting terms listed and no additional commentary or explanations.
Mark P. Fisher, Senior Vice President & General Counsel of Stifel Financial Corp. (ticker: SF), reported a sale of 10,000 shares of Stifel common stock on 08/19/2025 at a reported price of $112.90 per share, leaving him with 46,599 shares beneficially owned after the transaction. The filing also discloses 30,114 phantom stock units held by Mr. Fisher that vest in 20% increments over five years and have no expiration date. The Form 4 was signed by Mr. Fisher on 08/21/2025.
Raymond Charles Bradford, Co-Head Global Institutional Equity Advisory and an officer of Stifel Financial Corp. (SF), reported a sale of 10,000 shares of Stifel common stock on 08/19/2025 at a price of $112.90 per share. After the transaction he beneficially owned 32,555 shares. The filing also reports 59,186 phantom stock units held indirectly, which vest in 20% increments over five years and carry no expiration date. The Form 4 was signed on 08/21/2025.
David D. Sliney, Chief Operating Officer of Stifel Financial Corp. (SF), reported an insider sale on Form 4. The filing shows a disposition of 15,000 shares of Common Stock on 08/19/2025 at a price of $112.90 per share, leaving 156,043 shares beneficially owned after the transaction. The report also discloses 32,919 Phantom Stock Units held, which vest in 20% increments over five years and have no expiration date. The Form 4 was signed on 08/21/2025 and was filed by one reporting person.
Thomas B. Michaud, Senior Vice President and director of Stifel Financial Corp (SF), reported a sale of common stock on 08/19/2025. The Form 4 shows a disposition of 20,000 shares at a price of $112.90 per share, leaving 69,469 shares beneficially owned directly after the transaction. The filing also reports 47,911 phantom stock units beneficially owned; those units vest in 20% increments over five years and have no expiration date. The Form 4 is signed on 08/21/2025.
This disclosure fulfills Section 16 reporting for an officer reporting a recent sale and provides details on outstanding phantom units and their vesting schedule.
Victor Nesi, Co-President of Stifel Financial Corp. (SF), reported a sale of 35,000 shares of the issuer's common stock on 08/19/2025 at a price of $112.9 per share. After the reported transaction the filing shows 149,360 shares beneficially owned as a direct owner and additional indirect holdings of 22,574 shares (trust), 31,000 shares (family trust) and 44,232 shares (children's trust).
The filing also discloses 82,251 phantom stock units held directly, described as vesting in 20% increments over five years with no expiration. The document is a Form 4 reporting changes in beneficial ownership by an officer and provides specific transaction, ownership and derivative-unit details.
Stifel Financial Corp filed a Form 13F reporting its institutional equity holdings for the quarter ended 06-30-2025. The report summarizes 9,316 holdings entries with an aggregate market value of $102,808,263,505 and lists 7 other included managers. The filing is signed on behalf of the firm by President James M. Zemlyak, representing a comprehensive holdings disclosure at scale.