{"schema_version":"secwatch.filing_event.v1","accession":"0001193125-23-245610","form_type":"8-K","ticker":"SF","cik":"0000720672","company_name":"STIFEL FINANCIAL CORP","filed_at":"2023-09-28T23:59:59+00:00","discovered_at":"2026-05-14T18:03:36.498517+00:00","generated_at":"2026-06-10T07:52:39.806701+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 August client assets up 10% YoY to $424.9B; client cash up 2% MoM","bullets":["Total client assets $424.9B as of Aug 31, 2023, up 10% YoY and flat MoM.","Fee-based client assets $156.4B (+8% YoY); PCG fee-based $137.2B (+8% YoY).","Client money market & insured product $25.5B, down 3% YoY but up 2% MoM; September balances increased from Aug end.","CEO notes strong FA recruiting partially offsetting equity market impact; investment banking pipelines improving but closings delayed.","Bank loans (net) $20.4B, down 2% from both prior year and prior month."],"urls":{"canonical":"https://secwatch.observer/filing/0001193125-23-245610","json":"https://secwatch.observer/filing/0001193125-23-245610.json","markdown":"https://secwatch.observer/filing/0001193125-23-245610.md","text":"https://secwatch.observer/filing/0001193125-23-245610.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/720672/000119312523245610/0001193125-23-245610-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/720672/000119312523245610/d266516d8k.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-06-10T07:52:39.806701+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":[],"license":"Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer"}