Jeffrey E Stiefler
Insider
First SEC filing: July 10, 2007 · Latest: July 10, 2007
Insider at
Insider transactions
0 buys (P)
0 sells (S)
Net: $0
Price change vs current quote, split-adjusted for corporate actions since the filing — not benchmarked, not annualized, not size-weighted
| Date | Ticker | Code | Shares | Price | Value | Owned after | Δ own | A/D | vs now |
|---|---|---|---|---|---|---|---|---|---|
| July 22, 2026 | OSW | A | 8,956 | · | · | 128,544 Direct | +7.49% | Acquired | (price as of 2026-10-02) |
| July 23, 2025 | OSW | A | 10,516 | · | · | 119,588 Direct | +9.64% | Acquired | (price as of 2026-10-02) |
| July 23, 2024 | OSW | A | 13,589 | · | · | 109,072 Direct | +14.23% | Acquired | (price as of 2026-10-02) |
| March 7, 2024 | OSW | M | 42,602 | · | · | 0 Indirect | -100.00% | Disposed | (price as of 2026-10-02) |
| March 7, 2024 | OSW | M | 6,667 | · | · | 0 Indirect | -100.00% | Disposed | (price as of 2026-10-02) |
| March 7, 2024 | OSW | D | 36,186 | $13.54 | $489,958 | 73,928 Indirect | -32.86% | Disposed | 74.4% (price as of 2026-10-02) |
| March 7, 2024 | OSW | M | 42,602 | $11.50 | $489,923 | 110,114 Indirect | +63.10% | Acquired | 105.4% (price as of 2026-10-02) |
| March 7, 2024 | OSW | D | 2,831 | $13.54 | $38,332 | 67,512 Indirect | -4.02% | Disposed | 74.4% (price as of 2026-10-02) |
| March 7, 2024 | OSW | M | 6,667 | $5.75 | $38,335 | 70,343 Indirect | +10.47% | Acquired | 310.8% (price as of 2026-10-02) |
| July 26, 2023 | OSW | A | 14,286 | · | · | 38,572 Direct | +58.82% | Acquired | (price as of 2026-10-02) |
| Feb. 22, 2023 | FIS | P | 2,243 | $66.88 | $150,012 | 3,343 Direct | +203.91% | Acquired | -51.5% (price as of 2026-10-02) |
| July 26, 2022 | OSW | A | 24,286 | · | · | 24,286 Direct | · | Acquired | (price as of 2026-10-02) |
| May 25, 2022 | FIS | A | 2,637 | · | · | 2,637 Direct | · | Acquired | (price as of 2026-10-02) |
| Aug. 3, 2021 | OSW | A | 17,365 | · | · | 56,911 Direct | +43.91% | Acquired | (price as of 2026-10-02) |
| June 28, 2021 | OSW | S | 25,000 | $9.10 | $227,500 | 63,676 Indirect | -28.19% | Disposed | 159.6% (price as of 2026-10-02) |
| May 19, 2021 | FIS | A | 1,796 | · | · | 1,796 Direct | · | Acquired | (price as of 2026-10-02) |
| Aug. 15, 2020 | OSW | A | 29,930 | · | · | 39,546 Direct | +311.25% | Acquired | (price as of 2026-10-02) |
| Aug. 7, 2020 | FIS | M | 1,100 | · | · | 1,100 Direct | · | Acquired | (price as of 2026-10-02) |
| Aug. 7, 2020 | FIS | M | 1,100 | · | · | 0 Direct | -100.00% | Disposed | (price as of 2026-10-02) |
| June 12, 2020 | OSW | A | 6,667 | · | · | 6,667 Indirect | · | Acquired | (price as of 2026-10-02) |
| June 12, 2020 | OSW | A | 25,000 | · | · | 66,431 Indirect | +60.34% | Acquired | (price as of 2026-10-02) |
| May 28, 2020 | FIS | A | 1,915 | · | · | 1,915 Direct | · | Acquired | (price as of 2026-10-02) |
| April 13, 2020 | FIS | J | 0 | · | · | 29,488 Indirect | 0.00% | Acquired | (price as of 2026-10-02) |
| April 13, 2020 | FIS | J | 29,448 | · | · | 0 Direct | -100.00% | Disposed | (price as of 2026-10-02) |
| March 29, 2020 | OSW | J | 22,245 | · | · | 88,676 Indirect | +33.49% | Acquired | (price as of 2026-10-02) |
| Aug. 8, 2019 | FIS | A | 1,100 | · | · | 1,100 Direct | · | Acquired | (price as of 2026-10-02) |
| Aug. 8, 2019 | FIS | S | 32,750 | $134.16 | $4,393,740 | 29,448 Direct | -52.65% | Disposed | -75.8% (price as of 2026-10-02) |
| July 31, 2019 | FIS | A | 62,198 | · | · | 62,198 Direct | · | Acquired | (price as of 2026-10-02) |
| July 30, 2019 | OSW | A | 9,616 | · | · | 9,616 Direct | · | Acquired | (price as of 2026-10-02) |
| May 20, 2019 | OSW | J | 42,602 | · | · | 42,602 Indirect | · | Acquired | (price as of 2026-10-02) |
| May 20, 2019 | OSW | J | 41,431 | · | · | 41,431 Indirect | · | Acquired | (price as of 2026-10-02) |
| Nov. 19, 2013 | LPLA | A | 1,183 | · | · | 7,767 Direct | +17.97% | Acquired | (price as of 2026-10-02) |
| June 4, 2013 | LPLA | S | 46,942 | $37.18 | $1,745,304 | 5,077 Indirect | -90.24% | Disposed | 751.1% (price as of 2026-10-02) |
| Feb. 27, 2013 | LPLA | S | 25,000 | $31.41 | $785,250 | 52,019 Indirect | -32.46% | Disposed | 907.4% (price as of 2026-10-02) |
| Feb. 22, 2013 | LPLA | A | 1,582 | · | · | 6,584 Direct | +31.63% | Acquired | (price as of 2026-10-02) |
| Nov. 8, 2012 | LPLA | A | 1,785 | · | · | 7,943 Direct | +28.99% | Acquired | (price as of 2026-10-02) |
| Feb. 9, 2012 | LPLA | A | 1,550 | · | · | 80,236 Indirect | +1.97% | Acquired | (price as of 2026-10-02) |
| Dec. 1, 2011 | LPLA | A | 1,667 | · | · | 78,686 Indirect | +2.16% | Acquired | (price as of 2026-10-02) |
| Feb. 16, 2011 | LPLA | A | 1,513 | · | · | 77,019 Indirect | +2.00% | Acquired | (price as of 2026-10-02) |
| Dec. 1, 2010 | LPLA | A | 1,428 | · | · | 75,506 Indirect | +1.93% | Acquired | (price as of 2026-10-02) |
| March 15, 2010 | LPLA | A | 2,136 | · | · | 74,078 Indirect | +2.97% | Acquired | (price as of 2026-10-02) |
| Nov. 16, 2009 | LPLA | A | 4,500 | $23.02 | $103,590 | 4,500 Direct | · | Acquired | 1274.6% (price as of 2026-10-02) |
| June 2, 2009 | LPLA | A | 4,500 | · | · | 4,500 Direct | · | Acquired | (price as of 2026-10-02) |
| Feb. 12, 2009 | LPLA | A | 4,500 | · | · | 4,500 Direct | · | Acquired | (price as of 2026-10-02) |
| Nov. 19, 2008 | LPLA | A | 4,500 | · | · | 4,500 Direct | · | Acquired | (price as of 2026-10-02) |
| Sept. 9, 2008 | LPLA | A | 4,500 | · | · | 4,500 Direct | · | Acquired | (price as of 2026-10-02) |
| May 14, 2008 | LPLA | A | 4,500 | · | · | 4,500 Direct | -50.00% | Disposed | (price as of 2026-10-02) |
| May 14, 2008 | LPLA | A | 4,500 | · | · | 4,500 Direct | · | Acquired | (price as of 2026-10-02) |
| March 14, 2008 | LPLA | A | 71,942 | $27.80 | $1,999,988 | 71,942 Indirect | · | Acquired | 1038.3% (price as of 2026-10-02) |
| Feb. 12, 2008 | LPLA | A | 4,500 | · | · | 4,500 Direct | -50.00% | Disposed | (price as of 2026-10-02) |
| Feb. 12, 2008 | LPLA | A | 4,500 | · | · | 4,500 Direct | · | Acquired | (price as of 2026-10-02) |
| Feb. 5, 2008 | LPLA | A | 4,500 | · | · | 4,500 Direct | -50.00% | Disposed | (price as of 2026-10-02) |
| Feb. 5, 2008 | LPLA | A | 4,500 | · | · | 4,500 Direct | · | Acquired | (price as of 2026-10-02) |
| Aug. 24, 2007 | INTU | A | 1,392 | · | · | 1,392 Direct | · | Acquired | (price as of 2026-10-02) |
| Aug. 24, 2007 | INTU | P | 1,392 | $27.90 | $38,837 | 1,392 Direct | · | Acquired | 907.5% (price as of 2026-10-02) |
| March 9, 2007 | INTU | A | 100,000 | · | · | 100,000 Direct | · | Acquired | (price as of 2026-10-02) |
| March 9, 2007 | INTU | A | 100,000 | · | · | 100,000 Direct | · | Acquired | (price as of 2026-10-02) |
P = Open-market purchase · S = Sale · A = Grant/award · M = Option exercise · G = Gift · F = Tax withholding
Insider transactions are not a recommendation; sales are often driven by liquidity or tax reasons.
Derivative holdings (Form 4 Table II) Options, RSUs and convertible securities reported on Form 4 Table II.
| Date | Ticker | Security | Underlying | Exercise price | Expiration | Shares | A/D |
|---|---|---|---|---|---|---|---|
| March 7, 2024 | OSW | Warrants | Common Shares | $11.50 | March 19, 2024 | 42,602 | Disposed |
| March 7, 2024 | OSW | Warrants | Common Shares | $5.75 | June 12, 2025 | 6,667 | Disposed |
| May 25, 2022 | FIS | Restricted Stock Units | Common Stock | · | · | 2,637 | Acquired |
| Aug. 3, 2021 | OSW | Restricted Stock Unit | Common Shares | · | · | 17,365 | Acquired |
| May 19, 2021 | FIS | Restricted Stock Units | Common Stock | · | · | 1,796 | Acquired |
| Aug. 15, 2020 | OSW | Restricted Stock Units | Common Shares | · | · | 29,930 | Acquired |
| Aug. 7, 2020 | FIS | Restricted Stock Units | Common Stock | · | · | 1,100 | Disposed |
| June 12, 2020 | OSW | Warrant (right to buy) | Common Shares | $5.75 | June 12, 2025 | 6,667 | Acquired |
| May 28, 2020 | FIS | Restricted Stock Units | Common Stock | · | · | 1,915 | Acquired |
| Aug. 8, 2019 | FIS | Restricted Stock Units | Common Stock | · | · | 1,100 | Acquired |
| July 30, 2019 | OSW | Restricted Stock Units | Common Shares | · | · | 9,616 | Acquired |
| May 20, 2019 | OSW | Warrants | Common Shares | $11.50 | March 19, 2024 | 42,602 | Acquired |
| Nov. 16, 2009 | LPLA | Option to purchase Common Stock | Common Stock | $23.02 | Nov. 16, 2019 | 4,500 | Acquired |
| June 2, 2009 | LPLA | Option to purchase Common Stock | Common | $19.74 | June 2, 2019 | 4,500 | Acquired |
| Feb. 12, 2009 | LPLA | Option to purchase Common Stock | Common | $18.04 | Feb. 12, 2019 | 4,500 | Acquired |
| Nov. 19, 2008 | LPLA | Option to purchase common stock | Common Stock | $24.96 | Nov. 19, 2018 | 4,500 | Acquired |
| Sept. 9, 2008 | LPLA | Option award (right to buy) | Common Stock | $26.33 | Sept. 9, 2018 | 4,500 | Acquired |
| May 14, 2008 | LPLA | Option award (right to buy) | Common Stock | · | May 14, 2018 | 4,500 | Disposed |
| May 14, 2008 | LPLA | Option award (right to buy) | Common Stock | $27.80 | May 14, 2018 | 4,500 | Acquired |
| Feb. 12, 2008 | LPLA | Option award (right to buy) | Common Stock | $27.80 | Feb. 12, 2018 | 4,500 | Disposed |
| Feb. 12, 2008 | LPLA | Option award (right to buy) | Common Stock | $27.80 | Feb. 12, 2018 | 4,500 | Acquired |
| Feb. 5, 2008 | LPLA | Option award (right to buy) | Common Stock | $27.80 | Feb. 5, 2018 | 4,500 | Disposed |
| Feb. 5, 2008 | LPLA | Option award (right to buy) | Common Stock | $27.80 | Feb. 5, 2018 | 4,500 | Acquired |
| Aug. 24, 2007 | INTU | Restricted Stock Unit ( MSPP Matching Award) | Common Stock | · | · | 1,392 | Acquired |
| Aug. 24, 2007 | INTU | Restricted Stock Unit (MSPP Purchased Award) | Common Stock | · | · | 1,392 | Acquired |
| March 9, 2007 | INTU | Restricted Stock Unit | Common Stock | · | · | 100,000 | Acquired |
| March 9, 2007 | INTU | Employee Non-Qualified Stock Option (right to buy) | Common Stock | $28.22 | March 8, 2014 | 100,000 | Acquired |
Exercise/conversion price is blank when not applicable (e.g. RSUs).
Initial ownership (Form 3) 6 holdings
Securities held when first becoming an insider, per SEC Form 3.