BERLEW ADAM T. exercised options at STIFEL FINANCIAL CORP
Option exercise — a mechanical event triggered by vesting or expiry. Not a discretionary conviction trade.
M · 1 exercise
Filed: 6/6/2025ACC: 0000950170-25-083147
+1.88K
Net shares
Net buyer
$0.00
Total acquired
0
Open market trades
0B · 0S
3
Total transactions
3.79K acquired · 1.91K disposed
Non-Derivative Transactions1
Common Stock
Direct
Shares
+1.91K
Price / share
—
Trade value
—
% of position
15.3%
6/5/2025
12.53K→14.44K
Total
Net shares
+1.91K
Net value
$0.00
| Security | Date | Type | Shares | Price / Share | Trade Value | % of Position | Held Before | Held After |
|---|---|---|---|---|---|---|---|---|
| Common Stock Direct | 6/5/2025 | M · Option Exercise | +1.91K | — | — | 15.3% | 12.53K | 14.44K |
| Total | +1.91K | $0.00 | ||||||
Derivative Transactions2
Phontom Stock Unit
Direct
Converts to
Common Stock
1.88K shares
Shares
+1.88K
Strike price
0
Held after
3.79K
Exercisable
—
6/4/2025
Phontom Stock Unit
Direct
Converts to
Common Stock
1.91K shares
Shares
−1.91K
Strike price
0
Held after
1.88K
Exercisable
—
6/5/2025
| Security | Converts To | Date | Type | Shares | Strike Price | Exercisable | Held After |
|---|---|---|---|---|---|---|---|
| Phontom Stock Unit Direct | Common Stock1.88K shares | 6/4/2025 | A · Award | +1.88K | 0 | — | 3.79K |
| Phontom Stock Unit Direct | Common Stock1.91K shares | 6/5/2025 | M · Option Exercise | −1.91K | 0 | — | 1.88K |