undamentalytics Newsletter

Stifel Financial Corp insider trading

Every open-market purchase and sale by Stifel Financial Corp's officers, directors and largest shareholders since November 4, 2021, and what the share price did next.

Insider purchase Insider sale Marker size reflects trade value. Weekly closes adjusted for splits; may be delayed.
Stifel Financial Corp insider open-market trades
DateInsiderTrade SharesPriceValue 1M after 3M after 6M after

From insiders' Form 4 filings with the SEC: open-market purchases and sales only (awards, option exercises and shares withheld for tax are excluded), combined to one line per insider per day. "Plan" marks trades the filing says were made under a pre-set Rule 10b5-1 trading plan, which are scheduled in advance. Price changes run from the close on the trade date; hover a figure for the change relative to the S&P 500. Past moves don't predict future ones.

Does following Stifel Financial Corp’s insiders pay?

From February 17, 2010 to July 27, 2026, 28 insiders reported 12 open-market purchases and 177 sales not made under a pre-set plan in Stifel Financial Corp. Twelve months after each purchase was reported, the shares were +23.8% against the S&P 500 on average (median +6.5%), over 12 purchases with a full year of prices; 83% beat the index. After sales, the shares moved −6.6% against the index over 12 months (a negative figure means selling was the right call). That rests on fewer than 20 purchases, too few to read much into. Buying each purchase the day after it was reported, an equal amount each, held 12 months or until that insider reported a sale, would have turned $10,000 on August 4, 2017 into $60,661 by November 2, 2026, +21.6% a year. It held shares 56% of the time; the S&P 500 on those same days, with Treasury bills otherwise, made $37,869 (+15.5% a year), and held throughout $35,268 (+14.7%).

$0$20.0k$40.0k$60.0k 20172019202120232025 $60.7k$37.9k$35.3k
Copying Stifel Financial Corp's insidersS&P 500, same days investedS&P 500, held throughout $10,000 copying every open-market purchase by Stifel Financial Corp's insiders from August 4, 2017, before costs and taxes, marked weekly. Uninvested money earns the Treasury bill rate; the portfolio held shares 56% of the time.
Stifel Financial Corp: each insider's record
InsiderRolePurchases12 months after their purchasesBeat the S&P 500Sales12 months after their salesLatest report
Mulroy Thomas P Director 0 — — 15 −18.4% (15) February 10, 2017
Oates James M Director 0 — — 15 −5.5% (15) June 3, 2021
Dubinsky John P Director 0 — — 13 +2.6% (13) June 4, 2020
Nesi Victor Co-President 0 — — 13 −8.8% (13) November 20, 2024
Plotkin Ben A Vice Chairman and SVP 0 — — 12 −14.1% (12) September 9, 2019
Beda Bruce A Director 0 — — 11 −11.2% (11) December 9, 2016
Weisel Thomas W Director 0 — — 11 −8.7% (11) November 26, 2024
Kruszewski Ronald J Chief Executive Officer 4 +23.9% (4) 75% 6 −3.4% (6) March 14, 2023
Burkemper Bernard N Controller 0 — — 9 −4.8% (9) May 13, 2014
Himelfarb Richard J Senior Vice President 0 — — 9 −15.0% (9) November 8, 2019
Hanser Frederick O Other 0 — — 7 −3.9% (7) September 19, 2018
Michaud Thomas B. Senior Vice President 0 — — 7 −8.2% (7) March 12, 2024
Peacock David A Director 5 +33.0% (5) 80% 2 −5.9% (2) May 13, 2025
Brautigam Allen Other 0 — — 6 −4.0% (6) November 6, 2019
Sliney David D Chief Operating Officer 0 — — 6 −5.2% (6) November 14, 2024
Zemlyak James M Co-President 2 +7.4% (2) 100% 4 −3.5% (4) March 24, 2023
Grady Robert Edward Director 0 — — 5 +30.2% (5) September 11, 2020
Mccuaig Scott B PRESIDENT RETAIL GROUP 0 — — 5 −11.0% (5) February 23, 2011
Fisher Mark P SENIOR VP & GENERAL COUNSEL 0 — — 4 −0.5% (4) December 13, 2023
Estep Stephen Chad Senior Vice President 0 — — 3 −2.9% (3) June 11, 2015
Ford Richard F Director 0 — — 3 −16.3% (3) June 21, 2012
Minnick David M General Counsel & Senior VP 0 — — 3 −1.0% (3) December 20, 2016
Reichert Christopher K CEO of Stifel Bank & Trust 0 — — 2 +4.8% (2) August 21, 2023
Westbrook Kelvin R Director 0 — — 2 +2.9% (2) August 21, 2017
Zimmerman Michael J Director 1 +9.8% (1) 100% 1 −11.1% (1) June 6, 2025
Brown Maryam S. Director 0 — — 1 — July 27, 2026
Dill Charles A Director 0 — — 1 +2.5% (1) September 19, 2012
Rubulotta David Other 0 — — 1 — February 4, 2026

Moves are the shares’ return including dividends minus the S&P 500’s, from the close on the first trading day after each report; the number of trades with a finished 12-month window is in brackets. Green means the trade went the insider’s way (a purchase ahead of the index, a sale followed by the shares trailing it). A trade reported both by a director or officer and by a fund or company they are linked to counts once here, under the person. Purchases count only where the share price actually traded was at least $5. These figures describe what the shares did, not why anyone traded. Insiders across all companies.

When several insiders traded Stifel Financial Corp

Months when 2 or more insiders became net buyers, or 3 or more net sellers, of Stifel Financial Corp in reports dated in the 91 days before the month end, and how the stock did against the S&P 500 from that month end. After the 2 buying crowds with six months of prices, it averaged +6.3% against the index. After 14 selling crowds, +0.2%. One company's history is too short to judge by; the test across every company is the better guide.

MonthCrowd3 months on, vs S&P 5006 months12 months
November 29, 20243 selling−9.1%−17.9%−6.5%
May 31, 20243 selling+2.2%+29.5%+3.5%
March 31, 20232 buying−6.4%−1.5%+4.8%
February 26, 20214 selling+2.6%−5.3%+6.1%
November 30, 20203 selling+31.8%+31.7%+27.5%
September 30, 20195 selling−1.6%−15.5%−25.7%
June 28, 20193 selling−4.4%−6.2%−26.4%
November 30, 20183 buying+10.8%+14.0%+11.4%
August 31, 20173 selling+10.4%+23.1%−1.6%
November 30, 201615 selling−0.1%−25.5%−9.4%
December 31, 20153 selling−33.1%−30.9%+5.9%
September 30, 20143 selling+3.5%+13.3%−9.4%

Colours show whether the crowd was right: green when buyers were followed by a rise above the index, or sellers by a fall below it. Latest 12 of 16. Total returns from the month end; past patterns are not a forecast.

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