{"schema_version":"secwatch.filing_event.v1","accession":"0001193125-22-293407","form_type":"8-K","ticker":"SF","cik":"0000720672","company_name":"STIFEL FINANCIAL CORP","filed_at":"2022-11-28T23:59:59+00:00","discovered_at":"2026-05-14T18:03:53.355086+00:00","generated_at":"2026-06-21T12:53:09.892576+00:00","sec_items":["7.01","2.02","9.01"],"event_type":"other_material","sentiment":"neutral","materiality_score":0.45,"calibrated_materiality_score":0.45,"confidence":"high","headline":"Stifel reports Oct client assets up 5% MoM to $382B, down 10% YoY; bank loans up 48% YoY","bullets":["Total client assets $382.4B, +5% from Sep, -10% from Oct 2021.","Fee-based client assets $142.2B, +5% MoM, -10% YoY.","Bank loans net $21.2B, up 48% YoY and 1% MoM.","Client money market & insured product $26.1B, flat MoM, +1% YoY.","CEO cites successful cash initiatives and deposit growth; Institutional Group remains challenged."],"urls":{"canonical":"https://secwatch.observer/filing/0001193125-22-293407","json":"https://secwatch.observer/filing/0001193125-22-293407.json","markdown":"https://secwatch.observer/filing/0001193125-22-293407.md","text":"https://secwatch.observer/filing/0001193125-22-293407.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/720672/000119312522293407/0001193125-22-293407-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/720672/000119312522293407/d372519d8k.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-06-21T12:53:09.892576+00:00"},"review":{"review_status":"machine_generated","human_reviewed":false,"corrected":false,"correction_note":null,"correction_timestamp":null,"superseded_by":null,"related_filings":[]},"source_grounded_claims":[{"claim_id":"d4659f3c60e335a9d13e4932a4cfea4696832759","claim":"STIFEL FINANCIAL CORP reported preliminary financial results for October 31, 2022.","evidence_excerpt":"On November 28, 2022, Stifel Financial Corp. (the “Company”) issued a press release to disclose selected operating results for October 31, 2022.","evidence_source":"SEC 8-K Item 2.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/720672/000119312522293407/0001193125-22-293407-index.htm","confidence":0.9,"family_label":"Earnings Releases","details":[{"label":"Period","value":"October 31, 2022"},{"label":"Result","value":"preliminary results"}],"fact_type":"earnings_release"}],"license":"Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer"}