Stifel Financial Corp. - 優先股
US ˙ NYSE ˙ US8606307069

簡介

本頁面提供了有關 James M Marischen 已知的內部交易歷史的全面分析。內部人士包括公司的高管、董事或重要投資者。一般而言,基於內幕、非公開信息進行交易是非法的。這並不意味著他們在自己的公司進行任何交易都是非法的。但是,他們必須透過Form 4向美國證券交易委員會(SEC)報告所有交易。盡管存在這些限制,學術研究表明,內部人士 - 整體而言 - 在自己公司中的投資表現往往優於市場。

平均交易盈利能力

「平均交易盈利能力」衡量了內部人士在過去三年中所有非計劃性的公開市場購買交易的平均回報率。計算過程包括檢查每筆交易,排除了作為10b5-1交易計劃的一部分的交易。然後,對每筆交易在3、6和12個月的表現進行平均,以生成該筆交易最終的表現指標。最終,將所有交易的表現指標進行平均,計算出內部人士的總體平均表現指標。列表僅包含在過去兩年中進行過至少三筆交易的內部人士。

如果內部人士的交易盈利能力顯示為"N/A",則可能是因為該內部人士在過去三年內沒有進行任何公開市場購買交易,或者他們進行的交易距離現在太近,無法計算出可靠的表現指標。

更新頻率:每日

查看收益最高的的內幕交易者列表。

報告內部持倉的公司

SEC文件顯示James M Marischen已報告在以下公司擁有持倉或進行了交易:

證券 職位 最新報告的持倉
US:SF / Stifel Financial Corp. Chief Financial Officer 75,030
如何解讀這些圖表

以下圖表顯示了在James M Marischen進行的每筆公開市場非計劃交易後證券的股價表現。非計劃交易是指沒有作為10b5-1交易計劃的一部分而進行的交易。股價表現以累積百分比變化的方式繪製。例如,如果一筆內部人士交易是在2019年1月1日進行的,該圖表將顯示該證券的每日百分比變化直至當前日期。如果在此期間股價從10美元漲至15美元,則股價的累積百分比變化將為50%。從10美元漲至20美元的價格變化將為100%,而從10美元跌至5美元的價格變化將為-50%。

最終,我們將評估內部人士的交易與股價的超額回報(正向或負向)之間的相關性,以判斷內部人士是否在交易中利用內部信息獲利。如果內部人士有這樣的行為,我們預期看到(a)購買後的正回報,或者(b)賣出後的負回報。對於情況(a),購買圖表將顯示一系列向上傾斜的曲線,表示每次購買後都有正回報。對於情況(b),賣出圖表將顯示一系列向下傾斜的曲線,表示每次賣出後都有負回報。

然而,僅憑這一點還不足以得出結論。例如,如果公司的股價在多年內呈現非周期性上升,我們會預期所有購買後的圖表都呈現向上傾斜。同樣地,多年來呈現非周期性下降的股價會導致賣出後的圖表也呈現向下傾斜。這兩種情況的圖表都不能表示內部人士在進行內幕交易。

最有力的指標是在公司股價呈極度循環波動的情況下,「購買」圖表顯示正向信號,而「賣出」圖表顯示負向趨勢。這種情況強烈暗示內部人士可能根據內幕信息精確地計時進行交易,以獲得財務優勢。

SF.PRB / Stifel Financial Corp. - Preferred Stock內部人士買入 - 短期收益分析

在這一部分,我們分析了在 SF.PRB / Stifel Financial Corp. - Preferred Stock 中進行的每筆非計劃的公開市場內部人士購買的盈利情況。這種分析有助於了解內部人士是否持續產生異常的回報,以及是否值得跟踪。該分析基於每筆交易後一年的情況,結果僅為理論值

以下表格顯示了最近的自動交易計劃之外的公開市場購買。

交易日期 證券代碼 內部人士 報告
股數
Reported
價格
經調整
股數
經調整
價格
成本基礎 達到最高利潤的
天數
達到最高利潤時的
價格
最高
淨利 ($)
最高回報率(%)
當前未知該內部人士及證券組合進行過任何未預先計劃的公開市場交易。

經調整價格 已按拆股調整。經調整股數 已按拆股調整。

SF.PRB / Stifel Financial Corp. - Preferred Stock Insider Trades
SF.PRB / Stifel Financial Corp. - Preferred Stock內部人士賣出 - 短期虧損分析

在這一部分,我們分析了在 SF.PRB / Stifel Financial Corp. - Preferred Stock 中進行的每筆非計劃的公開市場內部人士賣出所達成的短期虧損規避。如果存在持續的虧損規避模式,可能表明未來的內部人士賣出交易預示著價格的下跌。該分析基於每筆交易後一年的情況,

以下表格顯示了最近的自動交易計劃之外的公開市場購買。

交易日期 證券代碼 內部人士 報告
股數
Reported
價格
經調整
股數
經調整
價格
成本基礎 達到最低利潤的
天數
達到最低利潤時的
價格
避免的
最高損失金額($)
避免的
最高損失率($)
當前未知該內部人士及證券組合進行過任何未預先計劃的公開市場交易。

經調整價格 已按拆股調整。經調整股數 已按拆股調整。

SF.PRB / Stifel Financial Corp. - Preferred Stock Insider Trades
歷史內部人交易

該表格顯示了由 James M Marischen 進行的所有內幕交易的完整列表,這些交易已向美國證券交易委員會(SEC)披露。

呈報日期 交易日期 表格 證券代碼 證券 代碼 10b5-1 股份 剩餘股份 %
變化
每股
股價
交易
金額
剩餘
金額
2026-02-20 2026-02-18 4 SF STIFEL FINANCIAL CORP
Common Stock
F - Taxes -3,463 75,030 -4.41 120.49 -417,257 9,040,365
2026-02-20 2026-02-18 4 SF STIFEL FINANCIAL CORP
Common Stock
M - Exercise 7,859 78,493 11.13
2026-02-03 2026-01-30 4 SF STIFEL FINANCIAL CORP
Common Stock
F - Taxes -691 70,634 -0.97 126.24 -87,232 8,916,836
2026-02-03 2026-01-30 4 SF STIFEL FINANCIAL CORP
Common Stock
M - Exercise 1,568 71,325 2.25
2026-01-15 2026-01-13 4 SF STIFEL FINANCIAL CORP
Common Stock
F - Taxes -5,749 69,757 -7.61 125.22 -719,890 8,734,972
2026-01-15 2026-01-13 4 SF STIFEL FINANCIAL CORP
Common Stock
M - Exercise 12,055 75,506 19.00
2025-12-19 2025-12-18 4 SF STIFEL FINANCIAL CORP
Common Stock
G - Gift -395 63,451 -0.62
2025-08-21 2025-08-19 4 SF STIFEL FINANCIAL CORP
Common Stock
D - Sale to Issuer -5,000 63,846 -7.26 112.90 -564,500 7,208,213
2025-03-04 2025-02-28 4 SF STIFEL FINANCIAL CORP
Common Stock
F - Taxes -475 68,846 -0.69 104.90 -49,828 7,221,945
2025-03-04 2025-02-28 4 SF STIFEL FINANCIAL CORP
Common Stock
M - Exercise 1,076 69,321 1.58
2025-02-05 2025-02-03 4 SF STIFEL FINANCIAL CORP
Common Stock
F - Taxes -2,763 65,850 -4.03 117.51 -324,680 7,738,034
2025-02-05 2025-02-03 4 SF STIFEL FINANCIAL CORP
Common Stock
M - Exercise 6,271 68,613 10.06
2025-01-10 2025-01-08 4 SF STIFEL FINANCIAL CORP
Common Stock
F - Taxes -4,971 62,342 -7.38 106.08 -527,324 6,613,239
2025-01-10 2025-01-08 4 SF STIFEL FINANCIAL CORP
Common Stock
M - Exercise 11,088 67,313 19.72
2024-12-20 2024-12-19 4 SF STIFEL FINANCIAL CORP
Common Stock
G - Gift -500 56,225 -0.88
2024-03-05 2024-03-01 4 SF STIFEL FINANCIAL CORP
Common Stock
F - Taxes -1,900 56,725 -3.24 75.00 -142,500 4,254,375
2024-03-05 2024-03-01 4 SF STIFEL FINANCIAL CORP
Common Stock
M - Exercise 4,303 58,625 7.92
2024-01-23 2024-01-19 4 SF STIFEL FINANCIAL CORP
Common Stock
F - Taxes -4,488 54,322 -7.63 69.15 -310,345 3,756,366
2024-01-23 2024-01-19 4 SF STIFEL FINANCIAL CORP
Common Stock
M - Exercise 9,901 58,810 20.24
2023-03-06 2023-03-02 4 SF STIFEL FINANCIAL CORP
Common Stock
F - Taxes -342 48,909 -0.69 66.59 -22,774 3,256,850
2023-03-06 2023-03-02 4 SF STIFEL FINANCIAL CORP
Common Stock
M - Exercise 771 49,251 1.59
2023-01-20 2023-01-18 4 SF STIFEL FINANCIAL CORP
Common Stock
F - Taxes -4,078 48,480 -7.76 58.37 -238,033 2,829,778
2023-01-20 2023-01-18 4 SF STIFEL FINANCIAL CORP
Common Stock
M - Exercise 8,705 52,558 19.85
2022-03-04 2022-03-02 4 SF STIFEL FINANCIAL CORP
Phantom Stock Units
M - Exercise -3,086 33,020 -8.55
2022-03-04 2022-03-02 4 SF STIFEL FINANCIAL CORP
Phantom Stock Units
A - Award 3,857 36,106 11.96
2022-03-04 2022-03-02 4 SF STIFEL FINANCIAL CORP
Common Stock
F - Taxes -1,378 43,853 -3.05 71.70 -98,803 3,144,260
2022-03-04 2022-03-02 4 SF STIFEL FINANCIAL CORP
Common Stock
M - Exercise 3,086 45,231 7.32
2022-02-23 2022-02-18 4 SF STIFEL FINANCIAL CORP
Phantom Stock Units
A - Award 5,667 32,249 21.32 75.00 425,025 2,418,675
2022-01-04 2021-12-31 4 SF STIFEL FINANCIAL CORP
Phantom Stock Units
M - Exercise -8,350 26,582 -23.90
2022-01-04 2021-12-31 4 SF STIFEL FINANCIAL CORP
Common Stock
F - Taxes -3,737 42,145 -8.14 70.00 -261,590 2,950,150
2022-01-04 2021-12-31 4 SF STIFEL FINANCIAL CORP
Common Stock
M - Exercise 8,350 45,882 22.25
2021-03-10 2021-03-08 4 SF STIFEL FINANCIAL CORP
Phantom Stock Units
M - Exercise -6,670 34,932 -16.03
2021-03-10 2021-03-08 4 SF STIFEL FINANCIAL CORP
Common Stock
F - Taxes -2,877 37,532 -7.12 64.76 -186,315 2,430,572
2021-03-10 2021-03-08 4 SF STIFEL FINANCIAL CORP
Common Stock
M - Exercise 6,670 40,409 19.77
2021-02-01 2021-01-28 4 SF STIFEL FINANCIAL CORP
Phantom Stock Units
A - Award 4,997 41,602 13.65 50.03 250,000 2,081,348
2021-01-05 2020-12-31 4 SF STIFEL FINANCIAL CORP
Phantom Stock Units
M - Exercise -2,324 36,605 -5.97
2021-01-05 2020-12-31 4 SF STIFEL FINANCIAL CORP
Common Stock
M - Exercise 2,324 33,739 7.40
2021-01-05 2020-12-31 4 SF STIFEL FINANCIAL CORP
Common Stock
F - Taxes -1,040 31,415 -3.20 50.46 -52,478 1,585,201
2020-03-03 2020-03-03 4 SF STIFEL FINANCIAL CORP
Phantom Stock Units
M - Exercise -17,787 25,953 -40.67 63.23 -1,124,672 1,641,008
2020-03-03 2020-03-03 4 SF STIFEL FINANCIAL CORP
Phantom Stock Units
A - Award 22,233 43,740 103.38
2020-03-03 2020-03-03 4 SF STIFEL FINANCIAL CORP
Common Stock
D - Sale to Issuer -9,116 21,638 -29.64 63.23 -576,405 1,368,171
2020-03-03 2020-03-03 4 SF STIFEL FINANCIAL CORP
Common Stock
F - Taxes -8,671 30,754 -21.99 63.23 -548,267 1,944,575
2020-03-03 2020-03-03 4 SF STIFEL FINANCIAL CORP
Common Stock
M - Exercise 17,787 39,425 82.20 63.23 1,124,672 2,492,843
2020-02-03 2020-01-30 4 SF STIFEL FINANCIAL CORP
Phantom Stock Units
A - Award 2,261 21,507 11.75 62.69 141,742 1,348,274
2020-01-06 2020-01-02 4 SF STIFEL FINANCIAL CORP
Phantom Stock Units
M - Exercise -1,098 19,246 -5.40
2020-01-06 2020-01-02 4 SF STIFEL FINANCIAL CORP
Common Stock
F - Taxes -550 21,638 -2.48 61.44 -33,792 1,329,439
2020-01-06 2020-01-02 4 SF STIFEL FINANCIAL CORP
Common Stock
M - Exercise 1,098 22,188 5.21
2019-02-06 2019-02-04 4 SF STIFEL FINANCIAL CORP
Phantom Stock Units
A - Award 2,088 20,344 11.44
2019-01-04 2019-01-02 4 SF STIFEL FINANCIAL CORP
Phantom Stock Units
M - Exercise -1,352 18,256 -6.90
2019-01-04 2019-01-02 4 SF STIFEL FINANCIAL CORP
Common Stock
F - Taxes -431 21,090 -2.00 41.42 -17,852 873,548
2019-01-04 2019-01-02 4 SF STIFEL FINANCIAL CORP
Common Stock
M - Exercise 1,352 21,521 6.70
2018-12-18 2018-12-17 4 SF STIFEL FINANCIAL CORP
Phantom Stock Units
A - Award 49 19,608 0.25
2018-09-19 2018-09-17 4 SF STIFEL FINANCIAL CORP
Phantom Stock Units
A - Award 42 19,559 0.22
2018-06-19 2018-06-15 4 SF STIFEL FINANCIAL CORP
Phantom Stock Units
A - Award 39 19,517 0.20
2018-03-19 2018-03-15 4 SF STIFEL FINANCIAL CORP
Phantom Stock Units
A - Award 24 19,478 0.12
2018-03-06 2018-03-02 4 SF STIFEL FINANCIAL CORP
Phantom Stock Units
A - Award 1,667 19,454 9.37
2018-02-12 2018-02-08 4 SF STIFEL FINANCIAL CORP
Phantom Stock Units
A - Award 2,500 17,787 16.35
2018-02-12 2017-12-15 4 SF STIFEL FINANCIAL CORP
Phantom Stock Units
A - Award 59 34,638 0.17
2018-02-12 2017-09-15 4 SF STIFEL FINANCIAL CORP
Phantom Stock Units
A - Award 71 34,579 0.21
2018-01-03 2017-12-29 4 SF STIFEL FINANCIAL CORP
Phantom Stock Units
M - Exercise -5,955 15,157 -28.21
2018-01-03 2017-12-29 4 SF STIFEL FINANCIAL CORP
Common Stock
F - Taxes -2,009 19,988 -9.13 59.56 -119,656 1,190,485
2018-01-03 2017-12-29 4 SF STIFEL FINANCIAL CORP
Common Stock
M - Exercise 5,955 21,997 37.12
2017-12-29 2017-12-27 4 SF STIFEL FINANCIAL CORP
Phantom Stock Units
M - Exercise -1,540 21,112 -6.80
2017-12-29 2017-12-27 4 SF STIFEL FINANCIAL CORP
Phantom Stock Units
M - Exercise -1,124 22,652 -4.73
2017-12-29 2017-12-27 4 SF STIFEL FINANCIAL CORP
Phantom Stock Units
M - Exercise -8,432 23,776 -26.18
2017-12-29 2017-12-27 4 SF STIFEL FINANCIAL CORP
Phantom Stock Units
M - Exercise -255 32,208 -0.79
2017-12-29 2017-12-27 4 SF STIFEL FINANCIAL CORP
Phantom Stock Units
M - Exercise -346 32,463 -1.05
2017-12-29 2017-12-27 4 SF STIFEL FINANCIAL CORP
Phantom Stock Units
M - Exercise -331 32,809 -1.00
2017-12-29 2017-12-27 4 SF STIFEL FINANCIAL CORP
Phantom Stock Units
M - Exercise -456 33,140 -1.36
2017-12-29 2017-12-27 4 SF STIFEL FINANCIAL CORP
Phantom Stock Units
M - Exercise -456 33,140 -1.36
2017-12-29 2017-12-27 4 SF STIFEL FINANCIAL CORP
Phantom Stock Units
M - Exercise -456 33,596 -1.34
2017-12-29 2017-12-27 4 SF STIFEL FINANCIAL CORP
Common Stock
F - Taxes -738 16,042 -4.40 60.13 -44,376 964,605
2017-12-29 2017-12-27 4 SF STIFEL FINANCIAL CORP
Common Stock
M - Exercise 1,540 16,780 10.10
2017-12-29 2017-12-27 4 SF STIFEL FINANCIAL CORP
Common Stock
F - Taxes -537 15,240 -3.40 60.13 -32,290 916,381
2017-12-29 2017-12-27 4 SF STIFEL FINANCIAL CORP
Common Stock
M - Exercise 1,124 15,777 7.67
2017-12-29 2017-12-27 4 SF STIFEL FINANCIAL CORP
Common Stock
F - Taxes -4,044 14,653 -21.63 60.13 -243,166 881,085
2017-12-29 2017-12-27 4 SF STIFEL FINANCIAL CORP
Common Stock
M - Exercise 8,432 18,697 82.14
2017-12-29 2017-12-27 4 SF STIFEL FINANCIAL CORP
Common Stock
F - Taxes -124 10,265 -1.19 60.13 -7,456 617,234
2017-12-29 2017-12-27 4 SF STIFEL FINANCIAL CORP
Common Stock
M - Exercise 255 10,389 2.52
2017-12-29 2017-12-27 4 SF STIFEL FINANCIAL CORP
Common Stock
F - Taxes -165 10,134 -1.60 60.13 -9,921 609,357
2017-12-29 2017-12-27 4 SF STIFEL FINANCIAL CORP
Common Stock
M - Exercise 346 10,299 3.48
2017-12-29 2017-12-27 4 SF STIFEL FINANCIAL CORP
Common Stock
F - Taxes -158 9,953 -1.56 60.13 -9,501 598,474
2017-12-29 2017-12-27 4 SF STIFEL FINANCIAL CORP
Common Stock
M - Exercise 331 10,111 3.38
2017-12-29 2017-12-27 4 SF STIFEL FINANCIAL CORP
Common Stock
F - Taxes -219 9,780 -2.19 60.13 -13,168 588,071
2017-12-29 2017-12-27 4 SF STIFEL FINANCIAL CORP
Common Stock
F - Taxes -219 9,780 -2.19 60.13 -13,168 588,071
2017-12-29 2017-12-27 4 SF STIFEL FINANCIAL CORP
Common Stock
F - Taxes -219 9,780 -2.19 60.13 -13,168 588,071
2017-12-29 2017-12-27 4 SF STIFEL FINANCIAL CORP
Common Stock
M - Exercise 456 9,999 4.78
2017-12-29 2017-12-27 4 SF STIFEL FINANCIAL CORP
Common Stock
M - Exercise 456 9,999 4.78
2017-12-29 2017-12-27 4 SF STIFEL FINANCIAL CORP
Common Stock
M - Exercise 456 9,999 4.78
2017-03-06 2017-03-02 4 SF STIFEL FINANCIAL CORP
Phantom Stock Units
A - Award 2,562 34,508 8.02
2017-01-04 2016-12-30 4 SF STIFEL FINANCIAL CORP
Phantom Stock Units
M - Exercise -5,340 31,946 -14.32
2017-01-04 2016-12-30 4 SF STIFEL FINANCIAL CORP
Common Stock
F - Taxes -1,903 9,014 -17.43 49.95 -95,055 450,249
2017-01-04 2016-12-30 4 SF STIFEL FINANCIAL CORP
Common Stock
M - Exercise 5,340 10,917 95.75
2016-03-02 2016-02-25 4/A SF STIFEL FINANCIAL CORP
Phantom Stock Units
A - Award 1,870 37,286 5.28
2016-02-29 2016-02-25 4 SF STIFEL FINANCIAL CORP
Phantom Stock Units
A - Award 1,870 37,286 5.28
2016-02-29 2016-02-25 4 SF STIFEL FINANCIAL CORP
Phantom Stock Units
A - Award 28,058 35,416 381.33
2016-01-26 2016-01-22 4 SF STIFEL FINANCIAL CORP
Phantom Stock Units
M - Exercise -3,240 7,358 -30.57
2016-01-26 2016-01-22 4 SF STIFEL FINANCIAL CORP
Common Stock
F - Taxes -1,245 5,577 -18.25 35.86 -44,646 199,991
2016-01-26 2016-01-22 4 SF STIFEL FINANCIAL CORP
Common Stock
M - Exercise 3,240 6,822 90.45
2015-04-08 3 SF STIFEL FINANCIAL CORP
Common Stock
7,164
2015-04-08 3 SF STIFEL FINANCIAL CORP
Common Stock
7,164
P
非衍生或衍生證券的公開市場或私下買入
S
非衍生或衍生證券的公開市場或私下賣出
A
公司向內部人員授予、獎勵或以其他方式獲取證券(例如股票期權)
C
衍生工具轉換
D
將證券賣出或轉讓回公司
F
使用從公司收到的證券的一部分來支付行使價或稅務負擔。
G
內部人士贈送或接收他人贈送公司股票
K
股權掉期和類似的避險交易
M
行使或轉換從公司獲得的衍生證券(例如期權)
V
內部人士透過Form 4自願報告的一筆交易
J
其他(附有交易描述的腳註)