{"schema_version":"secwatch.filing_event.v1","accession":"0001193125-22-311040","form_type":"8-K","ticker":"SF","cik":"0000720672","company_name":"STIFEL FINANCIAL CORP","filed_at":"2022-12-22T23:59:59+00:00","discovered_at":"2026-05-14T18:03:53.355301+00:00","generated_at":"2026-06-21T00:28:15.272892+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 Nov 2022 client assets up 4.5% MoM; warns of lower Advisory revenue in Q4","bullets":["Total client assets $399.6B (up 4.5% from Oct; down 5.3% YoY).","Fee-based client assets $148.9B (up 4.7% MoM; down 5.1% YoY).","Client money market balances $26.6B, up 2.1% MoM; continued net inflows in Dec.","M&A delays will lower Advisory revenue; lower rates business activity impacts fixed income.","Bank loans net $20.8B, up 37.5% YoY but down 1.6% from Oct 2022."],"urls":{"canonical":"https://secwatch.observer/filing/0001193125-22-311040","json":"https://secwatch.observer/filing/0001193125-22-311040.json","markdown":"https://secwatch.observer/filing/0001193125-22-311040.md","text":"https://secwatch.observer/filing/0001193125-22-311040.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/720672/000119312522311040/0001193125-22-311040-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/720672/000119312522311040/d435519d8k.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-06-21T00:28:15.272892+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":"88aa6b2386ff301613e722578966f8527a1e061d","claim":"STIFEL FINANCIAL CORP reported preliminary financial results for November 30, 2022.","evidence_excerpt":"Stifel Financial Corp. (NYSE: SF) today reported selected operating results for November 30, 2022 in an effort to provide timely information to investors on certain key performance metrics.","evidence_source":"SEC 8-K Item 2.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/720672/000119312522311040/0001193125-22-311040-index.htm","confidence":0.9,"family_label":"Earnings Releases","details":[{"label":"Period","value":"November 30, 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"}