{"schema_version":"secwatch.filing_event.v1","accession":"0001193125-23-152498","form_type":"8-K","ticker":"SF","cik":"0000720672","company_name":"STIFEL FINANCIAL CORP","filed_at":"2023-05-24T23:59:59+00:00","discovered_at":"2026-05-14T18:03:42.056647+00:00","generated_at":"2026-06-14T16:22:05.056423+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 April 2023 client assets flat MoM; client cash down 3% on tax season","bullets":["Total client assets $406.6B, up 3% YoY and flat vs March 2023.","Client money market and insured product balances fell 8% YoY and 3% MoM to $25.2B on tax payments.","Bank loans net $20.9B, up 12% YoY but flat versus prior month.","CEO notes Smart Rate and money market fund balances increased in April; cash sorting slowed in May.","Institutional business faces headwinds from lower volatility and subdued investment banking."],"urls":{"canonical":"https://secwatch.observer/filing/0001193125-23-152498","json":"https://secwatch.observer/filing/0001193125-23-152498.json","markdown":"https://secwatch.observer/filing/0001193125-23-152498.md","text":"https://secwatch.observer/filing/0001193125-23-152498.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/720672/000119312523152498/0001193125-23-152498-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/720672/000119312523152498/d446526d8k.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-06-14T16:22:05.056423+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":"de033ab0019acb5465f9056593e79461305f7de1","claim":"STIFEL FINANCIAL CORP reported preliminary financial results for April 30, 2023.","evidence_excerpt":"On May 24, 2023, Stifel Financial Corp. (the “Company”) issued a press release to disclose selected operating results for April 30, 2023.","evidence_source":"SEC 8-K Item 2.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/720672/000119312523152498/0001193125-23-152498-index.htm","confidence":0.9,"family_label":"Earnings Releases","details":[{"label":"Period","value":"April 30, 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"}