Siebert Financial Corp (SIEB) — SEC Filings

Siebert Financial Corp (SIEB) — 27 SEC filings. Latest: 10-K (Mar 30, 2026). Includes 13 8-K, 6 10-Q, 3 10-K.

View Siebert Financial Corp on SEC EDGAR

Overview

Siebert Financial Corp (SIEB) is a publicly traded company tracked on ReadTheFiling. The most recent enriched filing is a 10-K filed on Mar 30, 2026: Siebert Financial Corp. (SIEB) reported a strategic expansion in 2025, establishing an Investment Banking division during the first quarter to serve middle-market clients, staffed with experienced professionals. The company also acquired Gebbia Media, LLC (GM), a media and entertainment company, as

Sentiment Summary

Across 27 filings, the sentiment breakdown is: 3 bearish, 22 neutral, 2 mixed. The dominant filing sentiment for Siebert Financial Corp is neutral.

Filing Type Overview

Siebert Financial Corp (SIEB) has filed 3 10-K, 13 8-K, 6 10-Q, 3 DEF 14A, 1 10-K/A, 1 SC 13D/A with the SEC between Jan 2024 to Mar 2026.

Filings by Year

2026 · 2025 · 2024

Recent SEC Filings (27)

Siebert Financial Corp SEC Filing History
DateFormDescriptionRisk
Mar 30, 202610-KSiebert Diversifies with Media, Investment Banking Pushmedium
Nov 21, 20258-KSiebert Financial Corp. Reports on Shareholder Voteslow
Nov 12, 202510-QSiebert's Net Income Halves Amid Soaring Expenses, Despite Revenue Growthhigh
Oct 31, 20258-KSiebert Financial Corp. Files 8-K for Material Agreementmedium
Oct 9, 2025DEF 14ASiebert Financial Seeks Shareholder Nod for Equity Plan Expansion, New Directormedium
Aug 12, 202510-QSiebert Financial Posts Q2 Loss Amid Revenue Dipmedium
Jun 27, 20258-KSiebert Financial Corp. Files 8-K for Material Definitive Agreementmedium
May 13, 202510-QSiebert Financial Corp. Files Q1 2025 10-Qlow
Apr 10, 20258-KSiebert Financial Corp. Files 8-K, Relocates Officeslow
Apr 1, 202510-K/ASiebert Financial Corp. Files 2024 Annual Report Amendmentlow
Mar 31, 202510-KSiebert Financial Corp. Files 2024 Annual Reportlow
Dec 19, 20248-KSiebert Financial Corp. Enters Loan Agreementmedium
Nov 12, 202410-QSiebert Financial Corp. Files Q3 2024 10-Q Reportlow
Nov 5, 20248-KSiebert Financial Corp. Files 8-K on Shareholder Votelow
Sep 20, 2024DEF 14ASiebert Financial Corp. Files 2024 Proxy Statementlow
Aug 20, 20248-KSiebert Financial Corp. Secures $10M Loanmedium
Aug 14, 202410-QSiebert Financial Corp. Files Q2 2024 10-Q Reportlow
Jul 26, 20248-KSiebert Financial Corp. Changes Auditorslow
May 22, 202410-QSiebert Financial Corp. Files Q1 2024 10-Qlow
May 16, 20248-KSiebert Financial Appoints New Auditor, CohnReznick LLPlow

Risk Profile

Risk Assessment: Of SIEB's 24 recent filings, 1 were flagged as high-risk, 9 as medium-risk, and 14 as low-risk. The overall risk profile suggests relatively low risk with generally favorable filings.

Key Executives

  • Muriel F. Siebert
  • Lewis W. Solimene, Jr.
  • Gloria E. Gebbia
  • John J. Gebbia
  • Andrew H. Reich
  • Gebbia family
  • Jerry M. Schneider
  • New York
  • June 30, 2025
  • August 12, 2025

Industry Context

The financial services industry is characterized by intense competition, evolving regulatory landscapes, and rapid technological advancements. Companies are increasingly diversifying their offerings and exploring new markets, such as digital assets and specialized investment banking for middle-market clients. Consolidation and strategic acquisitions are common as firms seek to gain scale and expand their service portfolios.

Top Tags

financials (5) · 10-Q (4) · Financial Services (3) · Brokerage (3) · corporate-governance (3) · material-definitive-agreement (3) · Small-Cap (2) · shareholder-vote (2) · 8-k (2) · material-agreement (2)

Key Numbers

Siebert Financial Corp Key Metrics
MetricValueContext
Aggregate market value of common stock held by non-affiliates$61,987,052As of June 30, 2025, indicating market capitalization for non-insiders.
Shares of common stock outstanding40,940,936As of March 24, 2026, representing the total shares available.
Full-time employees166As of March 24, 2026, indicating the company's workforce size.
Branch offices13Number of physical locations throughout the U.S.
Year Investment Banking division established2025Marks a significant strategic expansion into new services.
Year MSCO expanded clearing services2022Indicates a strengthening of core competencies and diversification of business.
Years MSCO has been providing brokerage services55Highlights the long-standing legacy of the primary subsidiary.
Equity securities and fixed income products in which MSCO makes markets500+Demonstrates the breadth of MSCO's market-making operations.
Net income for nine months ended Sep 30, 2025$5,566,000Decreased by 51.8% from $11,568,000 in the prior year
Total Revenue for nine months ended Sep 30, 2025$70,640,000Increased by 10.6% from $63,879,000 in the prior year
Stock borrow / stock loan revenue for nine months ended Sep 30, 2025$22,407,000Increased by 53.7% from $14,578,000 in the prior year
Employee compensation and benefits for nine months ended Sep 30, 2025$41,670,000Increased by 27.9% from $32,569,000 in the prior year
Operating income for nine months ended Sep 30, 2025$6,852,000Decreased by 55.9% from $15,520,000 in the prior year
Cash and cash equivalents as of Sep 30, 2025$19,649,000Decreased from $32,629,000 as of Dec 31, 2024
Investment in FusionIQ$2,000,000New investment made during the nine months ended Sep 30, 2025

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Frequently Asked Questions

What are the latest SEC filings for Siebert Financial Corp (SIEB)?

Siebert Financial Corp has 27 recent SEC filings from Jan 2024 to Mar 2026, including 13 8-K, 6 10-Q, 3 10-K. Each filing includes an AI-generated plain-English summary.

What is the overall sentiment of SIEB filings?

Across 27 filings, the sentiment breakdown is: 3 bearish, 22 neutral, 2 mixed. The dominant sentiment is neutral.

Where can I find Siebert Financial Corp SEC filings explained simply?

ReadTheFiling provides AI-powered plain-English summaries of all Siebert Financial Corp (SIEB) SEC filings, including 10-K annual reports, 10-Q quarterly reports, 8-K current reports, and insider trades.

What are the key financial highlights for Siebert Financial Corp?

Key financial highlights from Siebert Financial Corp's most recent 10-K include metrics such as revenue, net income, EPS, and debt ratios. Visit the filing detail page for the full breakdown.

What is the investment thesis for SIEB?

The investment thesis for SIEB includes bull, base, and bear case scenarios derived from AI analysis of recent SEC filings.

Who are the key executives at Siebert Financial Corp?

Key executives identified across Siebert Financial Corp's filings include Muriel F. Siebert, Lewis W. Solimene, Jr., Gloria E. Gebbia, John J. Gebbia, Andrew H. Reich and 5 others.

What are the main risk factors for Siebert Financial Corp stock?

Of SIEB's 24 assessed filings, 1 were flagged high-risk, 9 medium-risk, and 14 low-risk.

What are recent predictions and forward guidance from Siebert Financial Corp?

Forward guidance and predictions for Siebert Financial Corp are extracted from SEC filings as they are enriched.

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