{"schema_version":"secwatch.filing_event.v1","accession":"0001193125-23-046526","form_type":"8-K","ticker":"SF","cik":"0000720672","company_name":"STIFEL FINANCIAL CORP","filed_at":"2023-02-23T23:59:59+00:00","discovered_at":"2026-05-14T18:03:47.878162+00:00","generated_at":"2026-06-19T03:33:47.552720+00:00","sec_items":["7.01","2.02","9.01"],"event_type":"other_material","sentiment":"neutral","materiality_score":0.5,"calibrated_materiality_score":0.5,"confidence":"high","headline":"Stifel reports Jan 2023 client assets up 5% from Dec; deposits stable","bullets":["Total client assets $407.8B, up 5% from Dec 2022 but down 3% YoY.","Fee-based client assets $150.9B, up 4% from Dec, down 4% YoY.","Bank loans net $20.8B, up 22% YoY and 1% from Dec.","Client money market and insured product $27.3B, down 2% YoY and 1% from Dec.","CEO says client deposits stable; institutional environment challenging but Jan results in line with Q4 outlook."],"urls":{"canonical":"https://secwatch.observer/filing/0001193125-23-046526","json":"https://secwatch.observer/filing/0001193125-23-046526.json","markdown":"https://secwatch.observer/filing/0001193125-23-046526.md","text":"https://secwatch.observer/filing/0001193125-23-046526.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/720672/000119312523046526/0001193125-23-046526-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/720672/000119312523046526/d465894d8k.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-06-19T03:33:47.552720+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":"9cbaaa1ff96c0732b63560f14738ac3386677ce0","claim":"STIFEL FINANCIAL CORP reported preliminary financial results for January 31, 2023.","evidence_excerpt":"Stifel Financial Corp. (NYSE: SF) today reported selected operating results for January 31, 2023","evidence_source":"SEC 8-K Item 2.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/720672/000119312523046526/0001193125-23-046526-index.htm","confidence":0.9,"family_label":"Earnings Releases","details":[{"label":"Period","value":"January 31, 2023"},{"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"}