Stifel Financial approves 2025 Wealth Accumulation Plan restatement and award agreements
Stifel Financial's Compensation Committee approved on February 4, 2025 a 2025 restatement of its Wealth Accumulation Plan, which modifies certain provisions and fully restates prior plan documents. The committee also approved a Restricted Stock Unit Award Agreement and a Deferred Award Agreement under the company's 2001 Incentive Stock Plan (2018 Restatement). The filing is a routine compensation-related disclosure and does not report financial results or a change in leadership.
Key points
- Compensation Committee approved the Wealth Accumulation Plan 2025 Restatement on February 4, 2025
- Plan modifies certain provisions and completely restates previously filed plan documents
- Also approved a Performance RSU Award Agreement and a Deferred Award Agreement under the 2001 Incentive Stock Plan (2018 Restatement)
- Filing dated February 7, 2025, signed by CFO James M. Marischen
The filing
Written by AI on Nov 8, 2026, 12:56 AM ET, from this filing only. Written later: this filing was briefed after the fact, when past filings were added to the site, so the brief may be read with hindsight; the filing itself is the record of what was known on February 07, 2025.
Briefs are written by AI from the filing text and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the AI's reading of the filing for shareholders, not a price forecast. Not investment advice.