Stifel Financial's three largest insider shareholders as of June 06, 2026 are Ronald J Kruszewski (Chief Executive Officer, 1.88Mn shares), James M Zemlyak (President, 1.76Mn shares), David D Sliney (Chief Operating Officer, 254.91K shares).
| Holder | Position | Shares (Direct) | Shares (Indirect) | Report Date |
|---|---|---|---|---|
| Christopher K Reichert | Ceo Of Stifel Bank Trust | 0 | 89,220 | 20 Feb, 2026 |
| Ronald J Kruszewski | Chief Executive Officer | 1,883,189 | 0 | 20 Feb, 2026 |
| James M Zemlyak | President | 1,756,080 | 0 | 20 Feb, 2026 |
| David D Sliney | Chief Operating Officer | 254,910 | 0 | 20 Feb, 2026 |
| Michael W Brown | - | 100,452 | 0 | 06 Jun, 2025 |
| Thomas W Weisel | - | 19,307 | 0 | 20 Feb, 2026 |
| Michael J Zimmerman | - | 68,750 | 0 | 06 Jun, 2025 |
| Kathleen Brown | - | 33,135 | 0 | 15 Jun, 2023 |
| Mark P Fisher | Senior Vp General Counsel | 81,977 | 0 | 20 Feb, 2026 |
| Thomas B. Michaud | Senior Vice President | 129,735 | 0 | 20 Feb, 2026 |
| David A Peacock | - | 0 | 10,862 | 19 Nov, 2025 |
| Robert Edward Grady | - | 23,144 | 0 | 11 Jan, 2022 |
| Victor Nesi | Co President | 247,571 | 0 | 20 Feb, 2026 |
| Maura A. Markus | - | 41,181 | 0 | 06 Jun, 2025 |
| James M Marischen | Chief Financial Officer | 112,545 | 0 | 20 Feb, 2026 |
| Maryam S. Brown | - | 7,617 | 0 | 06 Jun, 2025 |
| Adam T. Berlew | - | 21,663 | 0 | 06 Jun, 2025 |
| Daniel J. Ludeman | - | 21,663 | 0 | 11 Mar, 2025 |
| James P. Kavanaugh | - | 10,644 | 0 | 06 Jun, 2025 |
| Lisa Landau Carnoy | - | 7,680 | 0 | 06 Jun, 2025 |
| Brantley Mcduffie | - | 1,881 | 0 | 15 Jan, 2026 |
| Charles Bradford Raymond | - | 88,337 | 0 | 11 Mar, 2026 |
| David Rubulotta | - | 1,488 | 0 | 04 Feb, 2026 |
* Please note that the shares above only reflect shares from the fund portfolio and the institutional portfolio. Shares from the personal portfolio are excluded from this Institutional Ownership Page. See these insiders' latest transactions here on Insider Page.
| Transaction Date | Insider Name | Security Class | Transaction Type | Shares Traded | Price | Shares Remaining | Ownership | Code |
|---|---|---|---|---|---|---|---|---|
| 09 Mar, 2026 | Charles Bradford Raymond | Common Stock | A | 53,241 | $0.00 | 117,780 | D | M |
| 09 Mar, 2026 | Charles Bradford Raymond | Common Stock | D | 29,443 | $73.05 | 88,337 | D | F |
| 09 Mar, 2026 | Charles Bradford Raymond | Phantom Stock Unit | A | 60,673 | $0.00 | 144,260 | D | A |
| 09 Mar, 2026 | Charles Bradford Raymond | Phantom Stock Unit | D | 53,241 | $0.00 | 91,019 | D | M |
| 27 Feb, 2026 | David D Sliney | Phantom Stock Units | A | 12,424 | $74.05 | 69,444 | D | A |
| 27 Feb, 2026 | Christopher K Reichert | Phantom Stock Units | A | 5,402 | $74.05 | 43,562 | D | A |
| 27 Feb, 2026 | James M Marischen | Phantom Stock Units | A | 9,723 | $74.05 | 58,487 | D | A |
| 27 Feb, 2026 | Mark P Fisher | Phantom Stock Units | A | 9,723 | $74.05 | 57,375 | D | A |
| 27 Feb, 2026 | Thomas B. Michaud | Phantom Stock Units | A | 17,623 | $74.05 | 103,668 | D | A |
| 27 Feb, 2026 | Ronald J Kruszewski | Phantom Stock Units | A | 39,163 | $74.03 | 354,417 | D | A |
| 27 Feb, 2026 | David Rubulotta | Phantom Stock Units | A | 10,533 | $74.05 | 35,148 | D | A |
| 27 Feb, 2026 | Brantley Mcduffie | Phantom Stock Units | A | 10,533 | $74.05 | 26,873 | D | A |
| 27 Feb, 2026 | Charles Bradford Raymond | Phantom Stock Unit | A | 12,694 | $74.05 | 105,125 | D | A |
| 27 Feb, 2026 | David D Sliney | Phantom Stock Units | A | 5,402 | $74.05 | 77,547 | D | A |
| 27 Feb, 2026 | David Rubulotta | Phantom Stock Units | A | 13,504 | $74.05 | 55,404 | D | A |
| 27 Feb, 2026 | Ronald J Kruszewski | Phantom Stock Units | A | 27,009 | $74.05 | 394,931 | D | A |
| 27 Feb, 2026 | Mark P Fisher | Phantom Stock Units | A | 5,402 | $74.05 | 65,478 | D | A |
| 27 Feb, 2026 | Christopher K Reichert | Phantom Stock Units | A | 4,051 | $74.05 | 49,638 | D | A |
| 27 Feb, 2026 | Thomas B. Michaud | Phantom Stock Units | A | 13,504 | $74.05 | 123,924 | D | A |
| 27 Feb, 2026 | James M Marischen | Phantom Stock Units | A | 5,402 | $74.05 | 66,590 | D | A |