Adam T. Berlew

CIK: 0001785308

Transaction Breakdown

Open Market Buys (P)0 (0.0%)

High conviction signal

Open Market Sales (S)0 (0.0%)

Position reduction

Option Exercises (M)2 (40.0%)

Derivative conversions

Awards (A)2 (40.0%)

Compensation grants

Other (G, F, J, C, D, …)1 (20.0%)

Gifts, tax withholding, conversions, dispositions to the issuer and other codes

Companies & Roles (1)

STIFEL FINANCIAL CORP

Director

Discretionary Trading P&L

Holdings

Transaction History (5 total)

SF
STIFEL FINANCIAL CORP
Jun 9, 2026
Award(A)
Phontom Stock Unit
Direct
2.5K shares at avg. $71.40-
SF
STIFEL FINANCIAL CORP
Jun 4, 2026
Exercise(M)
Direct
2.8K shares-
SF
STIFEL FINANCIAL CORP
Jun 4, 2026
Other(J)
Phontom Stock Unit
Direct
2.8K shares-
SF
STIFEL FINANCIAL CORP
Jun 5, 2025
Exercise(M)
Direct
1.9K shares-
SF
STIFEL FINANCIAL CORP
Jun 4, 2025
Award(A)
Phontom Stock Unit
Direct
1.9K shares at avg. $93.35-

		Type	Shares	Price		Ownership
Jun 9, 2026	SF STIFEL FINANCIAL CORP	Award(A) Phontom Stock Unit	2,450	$71.40	-	Direct
Jun 4, 2026	SF STIFEL FINANCIAL CORP	Exercise(M)	2,812	-	$0	Direct
Jun 4, 2026	SF STIFEL FINANCIAL CORP	Other(J) Phontom Stock Unit	2,812	-	-	Direct
Jun 5, 2025	SF STIFEL FINANCIAL CORP	Exercise(M)	1,914	-	-	Direct
Jun 4, 2025	SF STIFEL FINANCIAL CORP	Award(A) Phontom Stock Unit	1,875	$93.35	-	Direct

1-5 of 5 transactions

About Berlew Adam T.

Berlew Adam T. (SEC CIK 0001785308) files insider reports with the SEC as Director of STIFEL FINANCIAL CORP (SF).

Signal8 holds 3 ownership filings by Berlew Adam T., all Form 4s, filed between Jun 6, 2025 and Jun 11, 2026. Those filings report 5 transactions, from Jun 4, 2025 to Jun 9, 2026. Signal8's Form 4 history starts in Sep 2024.

The business address on Berlew Adam T.'s filings is in ST. LOUIS, MO.

Recent filings by Berlew Adam T.

Jun 9, 2026: Grant or award of SF derivative securities (Form 4, code A).
Jun 4, 2026: Option exercise of SF shares (Form 4, code M).
Jun 4, 2026: Other transaction of SF derivative securities (Form 4, code J).
Jun 5, 2025: Option exercise of SF shares (Form 4, code M).
Jun 4, 2025: Grant or award of SF derivative securities (Form 4, code A).

Other insiders filing for STIFEL FINANCIAL CORP (SF)

Brown Maryam S., Director
BROWN MICHAEL W, Director
Carnoy Lisa Landau, Director
Kavanaugh James P., Director
Nesi Victor, Director
PEACOCK DAVID A, Director

How to read Form 4 transaction codes