Stifel Financial (SF) Proxy filing summary

Executive summary

• The 2026 Annual Meeting will be held virtually on June 9, 2026, with shareholders voting on key proposals including director elections, executive compensation, amendments to the certificate of incorporation, incentive stock plan capacity, and auditor ratification.

• Record 2025 performance included $5.53 billion in net revenues, 11% asset management revenue growth, and strong recruiting of financial advisors.

• The company completed acquisitions of Bryan Garnier & Co. and B. Riley Wealth Management Advisors, and increased its common stock dividend by 11% for 2026.

Voting matters and shareholder proposals

• Shareholders will vote on the election of 12 directors, an advisory say-on-pay vote, an amendment to increase authorized common stock by 50%, an increase in incentive stock plan capacity by 9 million shares, and ratification of KPMG LLP as auditor.

• Board recommends voting FOR all proposals.

Board of directors and corporate governance

• The board consists of 12 directors, 75% of whom are independent, with diverse backgrounds in finance, technology, government, and management.

• Lead Independent Director role is periodically rotated; board committees include Audit, Compensation, Nominations & Corporate Governance, and Risk Management.

• Annual CEO evaluation and ongoing shareholder engagement are emphasized.