Stifel Financial (SF) Proxy Filing summary

Executive summary

• 2025 Annual Meeting scheduled for June 4, 2025, to be held virtually, with shareholders able to vote and submit questions online.

• Record net revenues of $4.97 billion in 2024, with strong performance in Global Wealth Management and asset management revenues up 18% over 2023.

• Continued growth through organic expansion and strategic acquisitions, including CB Resource and Finance 500 in 2024, and an agreement to acquire Bryan Garnier.

• Board authorized a 17% increase in common stock dividend starting in Q1 2024.

Voting matters and shareholder proposals

• Shareholders will vote on the election of eleven directors, an advisory say-on-pay vote, and ratification of KPMG LLP as independent auditor for 2025.

• Shareholder proposals and director nominations are considered per established procedures, with detailed instructions for submission.

Board of directors and corporate governance

• Board consists of 11 directors, 82% independent, with a mix of tenures and diverse backgrounds in finance, technology, government, and management.

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

• Annual election of directors, regular executive sessions of independent directors, and robust self-evaluation processes.

• Board reduced from 12 to 11 members following the passing of a director in March 2025.