Form 4: Stifel Financial President Gifts 10,000 Shares

Stifel Financial Corp. President James M. Zemlyak reported gifting 10,000 shares of common stock on December 26, 2025.

Summary

• James M. Zemlyak, President of Stifel Financial Corp. (SF), reported a disposition of 10,000 shares of common stock.
• The transaction occurred on December 26, 2025, and was classified as a gift (Transaction Code 'G').
• The shares were disposed of at a price of $0 per share.
• Following this transaction, Mr. Zemlyak directly beneficially owns 1,134,549 shares of common stock.
• He also indirectly beneficially owns 7,081 shares through his son and 421 shares through his wife.

Sentiment

Score: 5

Explanation: A gift of shares by an insider is a neutral event from a company performance perspective. It reflects personal financial planning rather than a statement on the company's prospects.

Future Outlook

NA

Industry Context

This transaction is a routine insider filing and does not provide specific insights into broader industry trends or competitive landscape for the financial services sector.

Related Party Transactions

• James M. Zemlyak reported indirect beneficial ownership of 7,081 shares through his son and 421 shares through his wife, which are considered related party holdings.

Stakeholder Impact

• Shareholders may note the disposition of shares by a key executive, though as a gift, it typically has a neutral impact on market perception compared to a sale for cash.

Key Dates

Recommendation

The filing details a personal gift of shares by an executive, which is a neutral event regarding the company's operational performance or future prospects. It does not provide sufficient information to alter an investment thesis, thus a 'hold' recommendation is appropriate based solely on this filing.

Keywords

Stifel Financial, SF, James M. Zemlyak, Insider Transaction, Form 4, Stock Gift, Officer Transaction, Common Stock