Berlew Adam T.
SEC insider (Form 3/4/5 filer). CIK 0001785308. Director at STIFEL FINANCIAL CORP (SF). 5 reported Form 4/5 transactions since Sep 2024; latest on Jun 9, 2026. Located in ST. LOUIS, MO.
Companies Berlew Adam T. has filed insider reports for
- STIFEL FINANCIAL CORP (SF): Director
Berlew Adam T.
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)
SF
STIFEL FINANCIAL CORP
Director
Discretionary Trading P&L
Holdings
Transaction History (5 total)
- Jun 9, 2026SF
STIFEL FINANCIAL CORP
AwardDirectPhontom Stock Unit
2.5K shares at avg. $71.40- - Jun 4, 2026SF
STIFEL FINANCIAL CORP
ExerciseDirect2.8K shares- - Jun 4, 2026SF
STIFEL FINANCIAL CORP
OtherDirectPhontom Stock Unit
2.8K shares- - Jun 5, 2025SF
STIFEL FINANCIAL CORP
ExerciseDirect1.9K shares- - Jun 4, 2025SF
STIFEL FINANCIAL CORP
AwardDirectPhontom Stock Unit
1.9K shares at avg. $93.35-
| Type | Shares | Price | Ownership | |||
|---|---|---|---|---|---|---|
| Jun 9, 2026 | SF STIFEL FINANCIAL CORP | Award Phontom Stock Unit | 2,450 | $71.40 | - | Direct |
| Jun 4, 2026 | SF STIFEL FINANCIAL CORP | Exercise | 2,812 | - | $0 | Direct |
| Jun 4, 2026 | SF STIFEL FINANCIAL CORP | Other Phontom Stock Unit | 2,812 | - | - | Direct |
| Jun 5, 2025 | SF STIFEL FINANCIAL CORP | Exercise | 1,914 | - | - | Direct |
| Jun 4, 2025 | SF STIFEL FINANCIAL CORP | Award Phontom Stock Unit | 1,875 | $93.35 | - | Direct |
1-5 of 5 transactions