Stifel Financial (SF) CFO Marischen received 15,125 Phantom Stock Units
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Insider transactions reported
James M Marischen (Chief Financial Officer at Stifel Financial Corporation, SF) reported that they received 15,125 Phantom Stock Units on Feb 27, 2026.
- Reporting person
- Marischen James M
- Role
- Chief Financial Officer
Options and other derivatives
| Date | Type | Security | Shares | Price | Value | Held after |
|---|---|---|---|---|---|---|
| Feb 27, 2026 | Grant or award (A) | Phantom Stock UnitsOn 15,125 Common Stock1, 2, 3, ... | +15,125 | avg $74.05 | $1.12M | 44,393 direct |
Holdings before and after
- Phantom Stock Units: 29,268 to 44,393 direct
Other positions listed
- Common Stock: 112,545 direct
Footnotes from the filing
- 1. This total has been adjusted to reflect the 3-for-2 stock split payable on February 26, 2026.
- 2. Units vest in 20% increments over a five year period.
- 3. No expiration date for these Units
- 4. Units vest in 10% increments over a 10 year period.
Transaction codes in this filing
- Grant or award:
- Code A marks a grant or award from the company under an exempt employee or director plan. Usually nothing is paid for it.
FAQ
What did Marischen report in this SF Form 4?
James M Marischen (Chief Financial Officer at Stifel Financial Corporation, SF) reported that they received 15,125 Phantom Stock Units on Feb 27, 2026.
What does transaction code A mean on an SEC Form 4?
Code A marks a grant or award from the company under an exempt employee or director plan. Usually nothing is paid for it.
Historical context for SF
Across the 12 sessions after earlier SF headlines, the stock closed higher 8 times and lower 3 times, with a median move of 1.4% in either direction. This shows timing only: many things move a stock in a session, and these figures do not show that any headline caused a move.
| Session | Earlier headline | SF | SPY |
|---|---|---|---|
| Feb 27, 2026 | Stifel Reports January 2026 Operating Data | -5.6% | -0.5% |
| Jan 28, 2026 | Stifel Reports Record Full Year Results, Announces 11% Common Stock Dividend Increase and Three-For-Two Stock Splitand 1 other headline that session | -0.1% | -0.0% |
| Jan 22, 2026 | Stifel Financial Schedules Fourth Quarter and Full Year 2025 Financial Results Conference Call | +1.7% | +0.5% |
| Jan 14, 2026 | Stifel Financial downgraded by TD Cowen with a new price target | -0.4% | -0.5% |
| Dec 19, 2025 | Stifel Reports November 2025 Operating Data | +2.0% | +0.6% |
| Dec 11, 2025 | UBS resumed coverage on Stifel Financial with a new price target | +1.3% | +0.2% |
Earlier insider filings at SF
- Mar 3, 2026SEC Form 4 filed by Co-Head Global Instl Eqty Adv Raymond Charles Bradford
- Mar 3, 2026SEC Form 4 filed by Chief Operating Officer Sliney David D
- Mar 3, 2026SEC Form 4 filed by Senior Vice President Michaud Thomas B.
- Mar 3, 2026SEC Form 4 filed by President Zemlyak James M
- Feb 20, 2026Chief Executive Officer Kruszewski Ronald J converted options into 73,963 shares and covered exercise/tax liability with 32,581 shares, increasing direct ownership by 3% to 1,255,459 units (SEC Form 4)
Keep researching SF
- SF insider tradesEvery buy and sale reported by Stifel Financial Corporation officers, directors and large holders.
- What is Form 4?The SEC filing that reports a change in an insider's holdings, such as a purchase, sale, option exercise or grant, generally within two business days.
- Form 4 explainedForm 4 is the SEC filing that discloses when officers, directors and 10% owners buy or sell company stock, due within 2 business days. Learn every key field and code.
- Insider trading trackerThe latest insider buys and sales across every stock.
- SF earnings historyPast Stifel Financial Corporation earnings releases, newest first.
- SF financial statementsRevenue, profit, cash flow and balance sheet from Stifel Financial Corporation's SEC filings.
Quantisnow market dataNYSE
SF
Stifel Financial Corporation
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