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 and director elections.

• Record 2025 net revenues of $5.53 billion and non-GAAP net income of $744 million, with strong performance in Global Wealth Management and asset management revenues up 11% over 2024.

• Continued growth through acquisitions, disciplined expense management, and a balanced business model with 77% of revenues from Global Wealth Management.

• Board authorized an 11% increase in common stock dividend starting in Q1 2026.

Voting matters and shareholder proposals

• Election of twelve directors for one-year terms.

• Advisory vote to approve executive compensation (Say on Pay).

• Amendment to increase authorized common stock by 50%.

• Authorization to increase the 2001 Incentive Stock Plan capacity by 9,000,000 shares, including 175,000 for non-employee directors.

• Ratification of KPMG LLP as independent auditor for 2026.

Board of directors and corporate governance

• Board consists of 12 directors, 75% independent, with a mix of industry expertise and tenure.

• Lead Independent Director role is periodically rotated; annual CEO evaluation by independent Compensation Committee.

• Four standing committees: Audit, Compensation, Nominations & Corporate Governance, and Risk Management.

• Shareholder engagement and director nomination process detailed, with policies on director age and share ownership.