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This document serves as the proxy statement for Stifel Financial Corp.'s Annual Meeting of Stockholders, detailing the meeting agenda, proposals for voting, and related corporate governance information.

How to fill out proxy statement

How to fill out Proxy Statement

1. Gather information about the company, including its current governance structure and financial performance.
2. Identify the purpose of the proxy statement, such as voting on board members or approving company policies.
3. Compile the necessary documents and disclosures, including director biographies, compensation information, and shareholder proposals.
4. Clearly outline the voting procedures, including how shareholders can submit their votes and deadlines.
5. Ensure compliance with regulatory requirements, such as those set by the SEC, and review any required disclosures.
6. Draft the statement clearly and concisely, avoiding jargon so that all shareholders can understand the information presented.
7. Review and finalize the proxy statement with legal and financial advisors before distribution.
8. Distribute the proxy statement to shareholders in a timely manner, offering various methods for them to access it.

Who needs Proxy Statement?

1. Publicly traded companies that are required to solicit votes from shareholders.
2. Corporate boards that need to inform shareholders about important decisions and matters.
3. Shareholders who want to understand company governance and have a say in corporate actions.
4. Regulatory authorities that require companies to provide transparent information to protect shareholders.

People Also Ask about

What is a proxy statement def 14A?

SEC Form DEF 14A is a type of proxy statement the SEC requires companies to file before they hold an annual meeting or conduct a shareholder vote. A company's 14A filing contains important financial information and corporate governance committee information.

Is a proxy statement audited?

In connection with a proxy statement, the financial statements of a non-reporting target other than a target of a Special Purpose Acquisition Company (SPAC) must be audited for the latest fiscal year if practicable.

What is the proxy statement?

A document sent to shareholders letting them know when and where a shareholders' meeting is taking place and detailing the matters to be voted upon at the meeting. You can attend the meeting and vote in person or cast a proxy vote. Learn more.

What must be disclosed in a proxy statement?

New Item 408(b) of Regulation S-K, which was also adopted as part of the SEC's 2022 rule amendments, now requires companies to disclose in proxy statements "whether they have adopted insider trading policies and procedures governing the purchase, sale, and/or other dispositions of [their] securities by directors,

How to prepare a proxy statement?

The information required in the proxy statement must include: (1) the identity of the late filer; (2) the number of late filings; (3) the number of transactions not reported on time; and (4) any known failure to file a required form. The solicitation of proxies section is required by Item 4 of Schedule 14A.

Who files a proxy statement?

A company is required to file its proxy statements with the SEC no later than the date proxy materials are first sent or given to shareholders. You can see this filing by using the SEC's database, known as EDGAR.

How to write a proxy statement?

Proxy statements must offer insights into board and company performance, including: The salaries of the company's five highest-paid executives (including bonuses and equity) and the appropriate benchmark in chart form. Executive performance and the performance of executives of similar companies.

Who writes a proxy statement?

A proxy statement is a document filed by public-traded companies before annual or special shareholder meetings to give shareholders the necessary information to make informed votes on board business.

For pdfFiller’s FAQs

What is Proxy Statement?

A Proxy Statement is a document that companies are required to provide to shareholders before a shareholder meeting. It includes information about the matters to be voted on at the meeting, such as election of directors, executive compensation, and other corporate governance issues.

Who is required to file Proxy Statement?

Publicly traded companies in the United States are required to file a Proxy Statement with the Securities and Exchange Commission (SEC) when they are soliciting votes from shareholders for corporate matters.

How to fill out Proxy Statement?

Filling out a Proxy Statement involves gathering necessary information about corporate proposals, compensations, and governance matters, and then presenting that information clearly and in compliance with SEC regulations. It should include detailed explanations for voting items, as well as information regarding the company's management.

What is the purpose of Proxy Statement?

The purpose of a Proxy Statement is to inform shareholders about the items to be voted on at a meeting, providing them with sufficient information to make informed decisions regarding their votes. It facilitates participation in corporate governance.

What information must be reported on Proxy Statement?

A Proxy Statement must report various information, including details about the company’s board of directors, executive compensation, corporate governance practices, shareholder proposals, and any other matters that will be voted on at the meeting.