| Holder | Position | Shares (Direct) | Shares (Indirect) | Report Date |
|---|---|---|---|---|
| Ronald J Kruszewski | Chief Executive Officer | 1,255,459 | 0 | 20 Feb, 2026 |
| James M Zemlyak | President | 1,170,720 | 0 | 20 Feb, 2026 |
| David D Sliney | Chief Operating Officer | 169,940 | 0 | 20 Feb, 2026 |
| Victor Nesi | Co President | 165,047 | 0 | 20 Feb, 2026 |
| Victor Nesi | Co President | 0 | 100,000 | 21 Sep, 2022 |
| Charles Bradford Raymond | - | 88,337 | 0 | 11 Mar, 2026 |
| Thomas B. Michaud | Senior Vice President | 86,490 | 0 | 20 Feb, 2026 |
| James M Marischen | Chief Financial Officer | 75,030 | 0 | 20 Feb, 2026 |
| Michael W Brown | - | 66,968 | 0 | 06 Jun, 2025 |
| Christopher K Reichert | Ceo Of Stifel Bank Trust | 0 | 59,480 | 20 Feb, 2026 |
| Mark P Fisher | Senior Vp General Counsel | 54,651 | 0 | 20 Feb, 2026 |
| Michael J Zimmerman | - | 45,833 | 0 | 06 Jun, 2025 |
| Victor Nesi | Co President | 0 | 44,232 | 20 Nov, 2024 |
| Victor Nesi | Co President | 0 | 41,975 | 08 Dec, 2025 |
| Maura A. Markus | - | 27,454 | 0 | 06 Jun, 2025 |
| Kathleen Brown | - | 22,090 | 0 | 15 Jun, 2023 |
| Robert Edward Grady | - | 15,429 | 0 | 11 Jan, 2022 |
| Daniel J. Ludeman | - | 14,442 | 0 | 11 Mar, 2025 |
| Adam T. Berlew | - | 14,442 | 0 | 06 Jun, 2025 |
| Thomas W Weisel | - | 12,871 | 0 | 20 Feb, 2026 |
| David A Peacock | - | 0 | 7,241 | 19 Nov, 2025 |
| James P. Kavanaugh | - | 7,096 | 0 | 06 Jun, 2025 |
| James M Zemlyak | President | 0 | 7,072 | 02 Feb, 2026 |
| James M Zemlyak | Co President | 0 | 7,037 | 21 Aug, 2025 |
| Lisa Landau Carnoy | - | 5,120 | 0 | 06 Jun, 2025 |
| Maryam S. Brown | - | 5,078 | 0 | 06 Jun, 2025 |
| Brantley Mcduffie | - | 1,254 | 0 | 15 Jan, 2026 |
| David Rubulotta | - | 992 | 0 | 04 Feb, 2026 |
| James M Zemlyak | Co President | 0 | 409 | 12 Apr, 2024 |
* 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 | Ronald J Kruszewski | Phantom Stock Units | A | 39,163 | $74.03 | 236,278 | D | A |
| 27 Feb, 2026 | Brantley Mcduffie | Phantom Stock Units | A | 10,533 | $74.05 | 17,915 | D | A |
| 27 Feb, 2026 | Thomas B. Michaud | Phantom Stock Units | A | 17,623 | $74.05 | 69,112 | D | A |
| 27 Feb, 2026 | David D Sliney | Phantom Stock Units | A | 12,424 | $74.05 | 46,296 | D | A |
| 27 Feb, 2026 | Mark P Fisher | Phantom Stock Units | A | 9,723 | $74.05 | 38,250 | D | A |
| 27 Feb, 2026 | Charles Bradford Raymond | Phantom Stock Unit | A | 12,694 | $74.05 | 70,083 | D | A |
| 27 Feb, 2026 | James M Marischen | Phantom Stock Units | A | 9,723 | $74.05 | 38,991 | D | A |
| 27 Feb, 2026 | David Rubulotta | Phantom Stock Units | A | 10,533 | $74.05 | 23,432 | D | A |
| 27 Feb, 2026 | Christopher K Reichert | Phantom Stock Units | A | 5,402 | $74.05 | 29,041 | D | A |
| 27 Feb, 2026 | Ronald J Kruszewski | Phantom Stock Units | A | 27,009 | $74.05 | 263,287 | D | A |
| 27 Feb, 2026 | Mark P Fisher | Phantom Stock Units | A | 5,402 | $74.05 | 43,652 | D | A |
| 27 Feb, 2026 | James M Marischen | Phantom Stock Units | A | 5,402 | $74.05 | 44,393 | D | A |
| 27 Feb, 2026 | Brantley Mcduffie | Phantom Stock Units | A | 13,504 | $74.05 | 31,419 | D | A |
| 27 Feb, 2026 | Christopher K Reichert | Phantom Stock Units | A | 4,051 | $74.05 | 33,092 | D | A |
| 27 Feb, 2026 | Thomas B. Michaud | Phantom Stock Units | A | 13,504 | $74.05 | 82,616 | D | A |
| 27 Feb, 2026 | David D Sliney | Phantom Stock Units | A | 5,402 | $74.05 | 51,698 | D | A |