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| SEC Filing | Company/Stock | Trade Date | Transaction | Shares | Avg. Price | Total | % Holdings | Gain/Loss |
|---|---|---|---|---|---|---|---|---|
| 03-Jun-21 5:35 PM View:  | Stifel Financial Corp. (SF) | 02-Jun-21 | Market Sale | 20,000 | $68.64 | $1,372,800.00 | (80%) 25.0K to 5.0K | < 1% |
| 28-May-21 3:59 PM View: | Stifel Financial Corp. (SF) | 26-May-21 | Option Exercise | 22,154 | -- | -- | 780% 2.84K to 25.0K | |
| 24-Feb-21 4:37 PM View: | Stifel Financial Corp. (SF) | 22-Feb-21 | Market Sale | 10,000 | $60.63 | $606,300.00 | (78%) 12.84K to 2.84K | (2%) |
| 14-Jan-21 4:46 PM View: | Stifel Financial Corp. (SF) | 12-Jan-21 | Option Exercise | 6,004 | -- | -- | 88% 6.84K to 12.84K | |
| 10-Nov-20 4:54 PM View: | Stifel Financial Corp. (SF) | 09-Nov-20 | Market Sale | 9,000 | $68.14 | $613,260.00 | (67%) 13.46K to 4.46K | (12%) |
| 09-Jun-20 4:16 PM View: | Stifel Financial Corp. (SF) | 05-Jun-20 | Option Exercise | 1,900 | -- | -- | 16% 11.56K to 13.46K | |
| 06-Jan-20 4:56 PM View: | Stifel Financial Corp. (SF) | 02-Jan-20 | Option Exercise | 4,076 | -- | -- | 43% 9.44K to 13.51K | |
| 23-Dec-19 4:39 PM View: | Stifel Financial Corp. (SF) | 20-Dec-19 | Market Sale | 10,000 | $61.99 | $619,940.00 | (51%) 19.43K to 9.44K | (22%) |
| 13-Feb-20 10:00 PM View: | Stifel Financial Corp. (SF) | 21-Nov-19 | Gift | 2,000 | -- | -- | (15%) 13.51K to 11.51K | |
| 07-Jun-19 4:43 PM View: | Stifel Financial Corp. (SF) | 06-Jun-19 | Option Exercise | 1,900 | -- | -- | 11% 17.4K to 19.3K | |
| 10-May-19 4:28 PM View: | Stifel Financial Corp. (SF) | 09-May-19 | Market Sale | 20,000 | $58.61 | $1,172,200.00 | (53%) 37.4K to 17.4K | (29%) |
| 04-Jan-19 4:29 PM View: | Stifel Financial Corp. (SF) | 02-Jan-19 | Option Exercise | 4,179 | -- | -- | 13% 32.79K to 36.97K | |
| 08-Jun-18 4:07 PM View: | Stifel Financial Corp. (SF) | 07-Jun-18 | Option Exercise | 1,900 | -- | -- | 6% 30.89K to 32.79K | |
| 03-Jan-18 5:11 PM View: | Stifel Financial Corp. (SF) | 29-Dec-17 | Option Exercise | 4,246 | -- | -- | 15% 28.64K to 32.89K | |
| 13-Feb-18 10:00 PM View: | Stifel Financial Corp. (SF) | 16-Nov-17 | Gift | 2,000 | -- | -- | (7%) 28.64K to 26.64K | |
| 14-Nov-17 3:38 PM View: | Stifel Financial Corp. (SF) | 10-Nov-17 | Market Sale | 1,768 | $52.27 | $92,413.40 | (6%) 30.41K to 28.64K | (44%) |
| 02-Aug-17 3:28 PM View: | Duff & Phelps Select Mlp & ... (DSE) | 31-Jul-17 | Market Sale | 2,000 | $7.22 | $14,440.00 | (12%) 16.39K to 14.39K | 40% |
| 13-Apr-18 11:26 AM View: | Zweig Fund Inc. (ZTR) | 17-Jul-17 | Market Sale | 5,630 | $12.06 | $67,900.60 | (100%) 5.63K to 0 | 49% |
| 13-Apr-18 11:26 AM View: | Virtus Global Multi-Sector ... (VGI) | 17-Jul-17 | Market Sale | 1,586 | $16.81 | $26,660.70 | (100%) 1.59K to 0 | 37% |
| 11-Jan-17 5:25 PM View: | Zweig Total Return Fund Inc. (ZTR) | 11-Jan-17 | Market Purchase | 3,000 | $11.26 | $33,780.00 | 100% 0 to 3.0K | (40%) |
| 04-Jan-17 5:18 PM View: | Stifel Financial Corp. (SF) | 30-Dec-16 | Gift | 573 | -- | -- | 2% 26.58K to 27.15K | |
| 04-Jan-17 5:18 PM View: | Stifel Financial Corp. (SF) | 30-Dec-16 | Gift | 573 | -- | -- | (2%) 30.92K to 30.34K | |
| 04-Jan-17 5:18 PM View: | Stifel Financial Corp. (SF) | 30-Dec-16 | Option Exercise | 3,768 | -- | -- | 14% 27.15K to 30.92K | |
| 05-Dec-16 4:30 PM View: | Stifel Financial Corp. (SF) | 05-Dec-16 | Gift | 2,000 | -- | -- | (6%) 33.58K to 31.58K | |
| 05-Dec-16 4:30 PM View: | Stifel Financial Corp. (SF) | 05-Dec-16 | Market Sale | 5,000 | $50.42 | $252,100.00 | (16%) 31.58K to 26.58K | (49%) |
| 23-Nov-16 2:09 PM View: | Stifel Financial Corp. (SF) | 22-Nov-16 | Market Sale | 5,000 | $50.20 | $251,000.00 | (13%) 38.58K to 33.58K | (49%) |
| 07-Jun-16 10:33 AM View: | Duff & Phelps Select Mlp & ... (DSE) | 06-Jun-16 | Market Purchase | 2,000 | $8.15 | $16,308.00 | 16% 12.55K to 14.55K | (47%) |
| 17-May-16 3:57 PM View: | Duff & Phelps Select Mlp & ... (DSE) | 16-May-16 | Market Purchase | 8,616 | $7.26 | $62,543.50 | 219% 3.94K to 12.55K | (40%) |
| 26-Jan-16 3:40 PM View: | Stifel Financial Corp. (SF) | 22-Jan-16 | Option Exercise | 3,778 | -- | -- | 10% 36.8K to 40.58K | |
| 07-Dec-15 11:34 AM View: | Duff & Phelps Select Mlp & ... (DSE) | 04-Dec-15 | Market Purchase | 2,000 | $6.28 | $12,560.00 | 117% 1.71K to 3.71K | (25%) |
| 10-Feb-16 3:02 PM View: | Stifel Financial Corp. (SF) | 22-Jul-15 | Gift | 2,000 | -- | -- | (5%) 36.8K to 34.8K | |
| 23-Jan-15 3:08 PM View: | Stifel Financial Corp. (SF) | 22-Jan-15 | Option Exercise | 3,859 | -- | -- | 11% 34.44K to 38.3K | |
| 10-Feb-15 2:22 PM View: | Stifel Financial Corp. (SF) | 01-Dec-14 | Gift | 1,500 | -- | -- | (4%) 34.44K to 32.94K | |
| 05-Nov-14 9:34 AM View: | Duff & Phelps Select Mlp & ... (DSE) | 04-Nov-14 | Grant | 1,500 | $16.50 | $24,750.00 | 100% 0 to 1.5K | (68%) |
| 10-Feb-14 3:02 PM View: | John Hancock Income Securit... (JHS) | 10-Feb-14 | Market Purchase | 136 | $14.53 | $1,976.08 | 17% 0.79K to 0.92K | 4% |
| 10-Feb-14 5:19 PM View: | John Hancock Investors Trust (JHI) | 10-Feb-14 | Market Purchase | 100 | $19.97 | $1,997.00 | 17% 0.61K to 0.71K | (7%) |
| 10-Feb-14 4:22 PM View: | John Hancock Preferred Inco... (HPI) | 10-Feb-14 | Market Purchase | 105 | $18.95 | $1,989.45 | 17% 0.63K to 0.74K | 30% |
| 10-Feb-14 5:04 PM View: | John Hancock Preferred Inco... (HPF) | 10-Feb-14 | Market Purchase | 105 | $18.88 | $1,982.40 | 17% 0.63K to 0.73K | 29% |
| 10-Feb-14 4:10 PM View: | John Hancock Preferred Inco... (HPS) | 10-Feb-14 | Market Purchase | 118 | $16.82 | $1,984.41 | 16% 0.72K to 0.84K | 25% |
| 10-Feb-14 3:59 PM View: | John Hancock Patriot Premiu... (PDT) | 10-Feb-14 | Market Purchase | 162 | $12.22 | $1,979.64 | 17% 0.94K to 1.1K | 50% |
| 27-Jan-14 2:32 PM View: | Stifel Financial Corp. (SF) | 24-Jan-14 | Option Exercise | 4,059 | -- | -- | 13% 30.38K to 34.44K | |
| 27-Nov-13 3:37 PM View: | Stifel Financial Corp. (SF) | 26-Nov-13 | Market Sale | 6,000 | $44.95 | $269,700.00 | (16%) 36.38K to 30.38K | (67%) |
| 27-Nov-13 3:37 PM View: | Stifel Financial Corp. (SF) | 25-Nov-13 | Gift | 2,572 | -- | -- | (7%) 38.95K to 36.38K | |
| 18-Nov-13 2:37 PM View: | John Hancock Investors Trust (JHI) | 18-Nov-13 | Market Purchase | 52 | $18.83 | $979.16 | 10% 0.54K to 0.59K | 1% |
| 18-Nov-13 2:03 PM View: | John Hancock Preferred Inco... (HPI) | 18-Nov-13 | Market Purchase | 53 | $18.35 | $972.54 | 9% 0.57K to 0.62K | 36% |
| 18-Nov-13 2:19 PM View: | John Hancock Preferred Inco... (HPF) | 18-Nov-13 | Market Purchase | 54 | $18.23 | $984.42 | 10% 0.56K to 0.61K | 36% |
| 18-Nov-13 1:43 PM View: | John Hancock Preferred Inco... (HPS) | 18-Nov-13 | Market Purchase | 61 | $16.06 | $979.66 | 9% 0.65K to 0.71K | 33% |
| 18-Sep-13 3:32 PM View: | Stifel Financial Corp. (SF) | 17-Sep-13 | Market Sale | 8,000 | $42.51 | $340,080.00 | (17%) 46.95K to 38.95K | (76%) |
| 25-Jan-13 4:55 PM View: | Stifel Financial Corp. (SF) | 24-Jan-13 | Option Exercise | 3,591 | -- | -- | 7% 50.57K to 54.16K | |
| 12-Feb-13 4:29 PM View: | Stifel Financial Corp. (SF) | 03-Dec-12 | Gift | 7,211 | -- | -- | (14%) 50.57K to 43.36K |