SF STIFEL FINANCIAL CORP Insider Trading

Co-President James M Zemlyak buys 9 shares of Stifel Financial at $112.53 average, adding to 7.0K holdings.

Zemlyak executed 4 separate purchases totaling 9 shares for $1,012.76 between August 7–13, 2025, at prices ranging from $110.17 to $116.00. The purchases increased his holdings from 7,028 to 7,037 shares, a 0.1% increment. Stifel is trading at $73.77, well below the $112.53 blended purchase price, and -6.0% from its 52-week high of $78.48. The company trades at a P/E of 8.41 with $1.3B quarterly revenue and $155.1M net income. The modest transaction size and negligible percentage change in holdings place this activity in the routine insider-transaction band.

Director David Peacock sold 12,922 shares (61.1% of holdings) of SF at $99.83 for $1.3M; stock now down 15.5% from 52-week high.

Director David Peacock's sale of 12,922 shares at $99.83 represents a significant reduction in his SF position, cutting his holdings by 61.1% to 8,228 shares remaining. The transaction occurred at a price substantially above the current market level of $66.35, suggesting the sale predated the recent decline. His prior sell transaction at SF on 2024-05-02 was well-timed, with the stock posting a 90-day return of -26.0% after that sale, though his broader cross-ticker buy track record shows strong returns averaging 2435.3% over 30 days. The current 52-week context shows SF trading 15.5% below its high but up 21.2% over 30 days, indicating recent volatility in the stock despite the fundamental strength reflected in 14.3% annual revenue growth and a P/E of 7.44.

Director Thomas W. Weisel sold 13,000 shares of Stifel Financial at $115.01; holdings reduced 49.7% to 13,178 shares.

Thomas W. Weisel, a Stifel Financial director, executed a substantial open-market sale of 13,000 shares on 2024-11-22 at $115.01 per share, reducing his direct shareholding by 49.7% from 26,178 to 13,178 shares. The stock is currently trading at $77.79, approximately 32% below the transaction price, indicating the sale occurred near the upper end of the 52-week range ($40.22–$78.48). Stifel's fundamentals show modest underlying weakness—revenue declined 1.0% year-over-year, the P/E of 8.33 reflects investor skepticism despite a market cap of $5.4B, and near-term price momentum has been strong (12.8% over 30 days, 34.6% over 90 days) ahead of this sale. The magnitude of the position reduction warrants observation of whether it signals a broader shift in the director's confidence, though the sale's execution at elevated pricing relative to current levels provides limited basis for drawing directional conclusions about near-term fundamentals.

Co-President Nesi Victor sold 10,500 shares of SF at $113.82 on 2024-11-18; post-sale holdings 44,232 shares (-19.2%).

Nesi Victor, Co-President of Stifel Financial, executed a sale of 10,500 shares at $113.82 on 2024-11-18 for $1,195,110.00, reducing his holdings by 19.2% to 44,232 shares. This represents his second open-market sale of Stifel stock; his prior sale on 2024-02-21 showed a 90-day return of -27.3%, aligning with his cross-ticker track record of a 100.00% well-timed rate across 1 prior sell. The current stock price of $75.63 is 3.4% below its 52-week high and up 33.6% over the past 90 days, suggesting the stock has recovered substantially since the filing period. Stifel's fundamentals show a P/E of 8.10 and recent quarterly revenue of $1,224,668,000.00 with net income of $158,505,000.00, though annual revenue growth declined -1.0% year-over-year, indicating a mature or contracting business. The significance is moderate: the sale is material in dollar terms but represents a selective reduction rather than a wholesale exit, and the timing relative to current valuations cannot be assessed without knowing the insider's investment thesis at the time of sale.

COO Sliney sells 25,000 SF shares at $116.18 (Nov 2024); prior two SF sales showed -32.9% and -33.6% 30d returns

Chief Operating Officer David D. Sliney sold 25,000 shares of STIFEL FINANCIAL CORP at $116.18 on 2024-11-12, reducing his holdings by 13.5% from 184,619 to 159,619 shares. His cross-ticker track record shows a 90d well-timed rate of 100.00% across 2 prior sells, with an average 90d return of -29.4%, and at SF specifically, both prior sales on 2024-03-15 and 2024-03-13 posted negative 30-day returns of -32.9% and -33.6% respectively. The transaction price of $116.18 stands near the 52-week high of $78.33 (currently at $77.05), and the stock has rallied +16.2% in the past 30 days and +35.1% over 90 days—positioning this sale at an elevated valuation relative to recent trading range. The fundamental backdrop shows annual revenue contraction of -1.0% and a low P/E of 8.25 in a $5.4B market-cap company generating $158.5M in quarterly net income, providing context for valuation comparisons but not explaining the motivation for the sale itself.