Insider · CIK 0001207218

WEISEL THOMAS W

Reports to the SEC for 2 companies · SAN FRANCISCO, CA

sec.gov

Transactions

Companies

Filings

CIK

0001207218

Forms 4 and 5

Insider transactions

50 trades

Date	Company	Role	Code	Shares	Price	Value	Shares after
2026-02-18	SFSTIFEL FINANCIAL CORPM Exercise/Conversion	Director	MExercise/Conversion	+4,623 sh	—	—	14,564
2026-02-18	SFSTIFEL FINANCIAL CORPF Tax Payment	Director	FTax Payment	−1,693 sh	$120.49	−$204K	12,871
2026-02-18	SFSTIFEL FINANCIAL CORP · Phantom Stock UnitsA Award	Director	AAward	+5,778 sh	—	—	5,778
2026-02-18	SFSTIFEL FINANCIAL CORP · Phantom Stock UnitsM Exercise/Conversion	Director	MExercise/Conversion	−4,623 sh	—	—	1,155
2026-01-30	SFSTIFEL FINANCIAL CORPM Exercise/Conversion	Director	MExercise/Conversion	+628 sh	—	—	10,201
2026-01-30	SFSTIFEL FINANCIAL CORPF Tax Payment	Director	FTax Payment	−260 sh	$126.24	−$32.8K	9,941
2026-01-30	SFSTIFEL FINANCIAL CORP · Phantom Stock UnitsM Exercise/Conversion	Director	MExercise/Conversion	−628 sh	—	—	0
2025-11-20	SFSTIFEL FINANCIAL CORPG Gift	Director	GGift	−255 sh	—	—	9,573
2025-07-31	SFSTIFEL FINANCIAL CORPG Gift	Director	GGift	−1,183 sh	—	—	9,828
2025-06-09	SFSTIFEL FINANCIAL CORPG Gift	Director	GGift	−3,777 sh	—	—	11,011
2025-02-03	SFSTIFEL FINANCIAL CORPM Exercise/Conversion	Director	MExercise/Conversion	+2,508 sh	—	—	15,686
2025-02-03	SFSTIFEL FINANCIAL CORPF Tax Payment	Director	FTax Payment	−898 sh	$117.51	−$106K	14,788
2025-02-03	SFSTIFEL FINANCIAL CORP · Phantom Stock UnitsA Award	Director	AAward	+3,136 sh	—	—	3,136
2025-02-03	SFSTIFEL FINANCIAL CORP · Phantom Stock UnitsM Exercise/Conversion	Director	MExercise/Conversion	−2,508 sh	—	—	628
2024-11-22	SFSTIFEL FINANCIAL CORPS Sale	Director	SSale	−13K sh	$115.01	−$1.5M	13,178
2024-01-25	SFSTIFEL FINANCIAL CORPG Gift	Director	GGift	−3,692 sh	—	—	26,178
2023-12-18	SFSTIFEL FINANCIAL CORPG Gift	Director	GGift	−78 sh	—	—	29,870
2023-12-15	SFSTIFEL FINANCIAL CORPG Gift	Director	GGift	−4,630 sh	—	—	29,948
2023-05-18	SFSTIFEL FINANCIAL CORPG Gift	Director	GGift	−500 sh	—	—	34,578
2023-03-02	SFSTIFEL FINANCIAL CORPM Exercise/Conversion	Director	MExercise/Conversion	+857 sh	—	—	35,375
2023-03-02	SFSTIFEL FINANCIAL CORPF Tax Payment	Director	FTax Payment	−297 sh	$66.59	−$19.8K	35,078
2023-03-02	SFSTIFEL FINANCIAL CORP · Phantom Stock UnitsM Exercise/Conversion	Director	MExercise/Conversion	−857 sh	—	—	0
2023-02-09	SFSTIFEL FINANCIAL CORPG Gift	Director	GGift	−2,300 sh	—	—	34,518
2023-02-07	SFSTIFEL FINANCIAL CORPG Gift	Director	GGift	−5,095 sh	—	—	36,818
2022-06-06	SFSTIFEL FINANCIAL CORPG Gift	Director	GGift	−1,143 sh	—	—	41,913
2022-03-02	SFSTIFEL FINANCIAL CORPM Exercise/Conversion	Director	MExercise/Conversion	+2,187 sh	—	—	44,066
2022-03-02	SFSTIFEL FINANCIAL CORPM Exercise/Conversion	Director	MExercise/Conversion	+3,429 sh	—	—	47,495
2022-03-02	SFSTIFEL FINANCIAL CORPF Tax Payment	Director	FTax Payment	−2,785 sh	$71.70	−$200K	44,710
2022-03-02	SFSTIFEL FINANCIAL CORP · Phantom Stock UnitsA Award	Director	AAward	+4,286 sh	—	—	6,473
2022-03-02	SFSTIFEL FINANCIAL CORP · Phantom Stock UnitsM Exercise/Conversion	Director	MExercise/Conversion	−2,187 sh	—	—	4,286
2022-03-02	SFSTIFEL FINANCIAL CORP · Phantom Stock UnitsM Exercise/Conversion	Director	MExercise/Conversion	−3,429 sh	—	—	857
2022-01-28	SFSTIFEL FINANCIAL CORPG Gift	Director	GGift	−1,654 sh	—	—	43,056
2022-01-07	SFSTIFEL FINANCIAL CORPF Tax Payment	Director	FTax Payment	−1,022 sh	$70.42	−$72K	39,405
2022-01-07	SFSTIFEL FINANCIAL CORPM Exercise/Conversion	Director	MExercise/Conversion	+2,599 sh	—	—	42,004
2022-01-07	SFSTIFEL FINANCIAL CORP · Phantom Stock UnitsM Exercise/Conversion	Director	MExercise/Conversion	−2,599 sh	—	—	2,187
2021-06-07	SFSTIFEL FINANCIAL CORPG Gift	Director	GGift	−125 sh	—	—	41,879
2021-03-18	SFSTIFEL FINANCIAL CORPS Sale	Director	SSale	−5,413 sh	$68.20	−$369K	40,427
2021-03-12	SFSTIFEL FINANCIAL CORPS Sale	Director	SSale	−8,329 sh	$67.11	−$559K	45,840
2021-03-08	SFSTIFEL FINANCIAL CORPM Exercise/Conversion	Director	MExercise/Conversion	+6,670 sh	—	—	52,510
2021-03-08	SFSTIFEL FINANCIAL CORPM Exercise/Conversion	Director	MExercise/Conversion	+8,747 sh	—	—	61,257
2021-03-08	SFSTIFEL FINANCIAL CORPF Tax Payment	Director	FTax Payment	−7,088 sh	$64.76	−$459K	54,169
2021-03-08	SFSTIFEL FINANCIAL CORP · Phantom Stock UnitsA Award	Director	AAward	+10.9K sh	—	—	20,203
2021-03-08	SFSTIFEL FINANCIAL CORP · Phantom Stock UnitsM Exercise/Conversion	Director	MExercise/Conversion	−6,670 sh	—	—	13,533
2021-03-08	SFSTIFEL FINANCIAL CORP · Phantom Stock UnitsM Exercise/Conversion	Director	MExercise/Conversion	−8,747 sh	—	—	4,786
2021-01-12	SFSTIFEL FINANCIAL CORPM Exercise/Conversion	Director	MExercise/Conversion	+23 sh	—	—	50,320
2021-01-12	SFSTIFEL FINANCIAL CORPF Tax Payment	Director	FTax Payment	−10 sh	$50.46	−$504.6	50,310
2021-01-12	SFSTIFEL FINANCIAL CORP · Phantom Stock UnitsM Exercise/Conversion	Director	MExercise/Conversion	−23 sh	—	—	9,269
2020-11-24	SFSTIFEL FINANCIAL CORPG Gift	Director	GGift	−722 sh	—	—	45,840
2020-11-05	SFSTIFEL FINANCIAL CORPG Gift	Director	GGift	−533 sh	—	—	46,562
2020-11-03	SFSTIFEL FINANCIAL CORPG Gift	Director	GGift	−3,215 sh	—	—	47,095

Recent filings

Accepted (ET)
Feb 204
WEISEL THOMAS W0001193125-26-061439
SEC(opens sec.gov)
Feb 34
WEISEL THOMAS W0001193125-26-035713
SEC(opens sec.gov)
Nov 214
WEISEL THOMAS W0001193125-25-291422
SEC(opens sec.gov)
Aug 14
WEISEL THOMAS W0000950170-25-101478
SEC(opens sec.gov)
Jun 114
WEISEL THOMAS W0000950170-25-084854
SEC(opens sec.gov)
Feb 54
WEISEL THOMAS W0000950170-25-014596
SEC(opens sec.gov)
Nov 264
WEISEL THOMAS W0000950170-24-131070
SEC(opens sec.gov)
Jan 264
WEISEL THOMAS W0001209191-24-002305
SEC(opens sec.gov)
Dec 194
WEISEL THOMAS W0001209191-23-059193
SEC(opens sec.gov)
Dec 154
WEISEL THOMAS W0001209191-23-058777
SEC(opens sec.gov)
Jun 94
WEISEL THOMAS W0001209191-23-035956
SEC(opens sec.gov)
Mar 64
WEISEL THOMAS W0001209191-23-016382
SEC(opens sec.gov)

Companies

Address

ONE MONTGOMERY STREET, SUITE 3700

SAN FRANCISCO, CA, 94104