Insider · CIK 0001785308

Berlew Adam T.

Reports to the SEC for 2 companies · ST. LOUIS, MO

sec.gov

Transactions

Companies

Filings

CIK

0001785308

Forms 4 and 5

Insider transactions

23 trades

Date	Company	Role	Code	Shares	Price	Value	Shares after
2026-06-09	SFSTIFEL FINANCIAL CORP · Phontom Stock UnitA Award	Director	AAward	+2,450 sh	$71.40	+$175K	2,450
2026-06-04	SFSTIFEL FINANCIAL CORPM Exercise/Conversion	Director	MExercise/Conversion	+2,812 sh	—	—	24,475
2026-06-04	SFSTIFEL FINANCIAL CORP · Phontom Stock UnitJ Other	Director	JOther	−2,812 sh	—	—	0
2025-06-05	SFSTIFEL FINANCIAL CORPM Exercise/Conversion	Director	MExercise/Conversion	+1,914 sh	—	—	14,442
2025-06-05	SFSTIFEL FINANCIAL CORP · Phontom Stock UnitM Exercise/Conversion	Director	MExercise/Conversion	−1,914 sh	—	—	1,875
2025-06-04	SFSTIFEL FINANCIAL CORP · Phontom Stock UnitA Award	Director	AAward	+1,875 sh	$93.35	+$175K	3,789
2024-06-07	SFSTIFEL FINANCIAL CORP · Phontom Stock UnitM Exercise/Conversion	Director	MExercise/Conversion	−2,504 sh	—	—	0
2024-06-07	SFSTIFEL FINANCIAL CORPM Exercise/Conversion	Director	MExercise/Conversion	+2,504 sh	—	—	12,528
2024-06-05	SFSTIFEL FINANCIAL CORP · Phontom Stock UnitA Award	Director	AAward	+1,914 sh	$78.37	+$150K	1,914
2023-06-13	SFSTIFEL FINANCIAL CORPM Exercise/Conversion	Director	MExercise/Conversion	+2,641 sh	—	—	10,024
2023-06-13	SFSTIFEL FINANCIAL CORP · Phantom Stock UnitsM Exercise/Conversion	Director	MExercise/Conversion	−2,641 sh	—	—	2,504
2023-06-07	SFSTIFEL FINANCIAL CORP · Phantom Stock UnitsA Award	Director	AAward	+2,504 sh	$59.90	+$150K	5,146
2022-06-13	SFSTIFEL FINANCIAL CORP · Phantom Stock UnitsA Award	Director	AAward	+1,761 sh	$56.78	+$100K	1,761
2022-06-13	SFSTIFEL FINANCIAL CORP · Phantom Stock UnitsA Award	Director	AAward	+2,642 sh	$56.78	+$150K	2,642
2022-05-31	SFSTIFEL FINANCIAL CORP · Phantom Stock UnitsM Exercise/Conversion	Director	MExercise/Conversion	−1,389 sh	—	—	0
2022-05-31	SFSTIFEL FINANCIAL CORPM Exercise/Conversion	Director	MExercise/Conversion	+1,389 sh	—	—	7,383
2021-10-13	SFSTIFEL FINANCIAL CORP · Phantom Stock UnitsA Award	Director	AAward	+1,389 sh	$71.98	+$100K	1,389
2021-06-07	Lazard Growth Acquisition Corp. IClass B Ordinary SharesJ Other	FORMER DIRECTOR	JOther	−25K sh	—	—	0
2021-06-03	SFSTIFEL FINANCIAL CORPM Exercise/Conversion	Director	MExercise/Conversion	+3,144 sh	—	—	5,994
2021-06-03	SFSTIFEL FINANCIAL CORP · Phantom Stock UnitsM Exercise/Conversion	Director	MExercise/Conversion	−3,144 sh	—	—	0
2020-06-05	SFSTIFEL FINANCIAL CORP · Phantom Stock UnitsM Exercise/Conversion	Director	MExercise/Conversion	−1,900 sh	—	—	2,096
2020-06-05	SFSTIFEL FINANCIAL CORPM Exercise/Conversion	Director	MExercise/Conversion	+1,900 sh	—	—	1,900
2020-05-29	SFSTIFEL FINANCIAL CORP · Phantom Stock UnitsA Award	Director	AAward	+2,096 sh	—	—	3,996

Recent filings

Accepted (ET)
Jun 114
Berlew Adam T.0001193125-26-267695
SEC(opens sec.gov)
Jun 84
Berlew Adam T.0001193125-26-262051
SEC(opens sec.gov)
Jun 64
Berlew Adam T.0000950170-25-083147
SEC(opens sec.gov)
Jun 74
Berlew Adam T.0000950170-24-070676
SEC(opens sec.gov)
Jun 154
Berlew Adam T.0001209191-23-037342
SEC(opens sec.gov)
Jun 94
Berlew Adam T.0001209191-23-035947
SEC(opens sec.gov)
Aug 174/A
Berlew Adam T.0001209191-22-046313
SEC(opens sec.gov)
Jun 154
Berlew Adam T.0001209191-22-036941
SEC(opens sec.gov)
Jun 24
Berlew Adam T.0001209191-22-033502
SEC(opens sec.gov)
Oct 154
Berlew Adam T.0001209191-21-060611
SEC(opens sec.gov)
Jun 84
Berlew Adam T.0000950157-21-000603
SEC(opens sec.gov)
Jun 74
Berlew Adam T.0001209191-21-038593
SEC(opens sec.gov)

Companies

Address

501 NORTH BROADWAY

ST. LOUIS, MO, 633102