{"schema_version":"secwatch.filing_event.v1","accession":"0001193125-23-301193","form_type":"8-K","ticker":"SF","cik":"0000720672","company_name":"STIFEL FINANCIAL CORP","filed_at":"2023-12-21T23:59:59+00:00","discovered_at":"2026-05-14T18:03:31.819419+00:00","generated_at":"2026-06-07T09:33:21.268203+00:00","sec_items":["7.01","2.02","9.01"],"event_type":"other_material","sentiment":"positive","materiality_score":0.6,"calibrated_materiality_score":0.6,"confidence":"high","headline":"Stifel Nov 2023 total client assets $427.8B, up 6% MoM; fee-based assets up 7%","bullets":["Total client assets $427.8B, up 7% YoY and 6% from Oct 2023.","Fee-based assets $157.5B, up 6% YoY and 7% MoM.","Bank loans net $20.3B, down 3% YoY and 2% MoM.","Client money market balances $25.5B, up 1% from Oct as cash sorting slows.","CEO: Institutional Group revenues improved from Q3; M&A delays persist."],"urls":{"canonical":"https://secwatch.observer/filing/0001193125-23-301193","json":"https://secwatch.observer/filing/0001193125-23-301193.json","markdown":"https://secwatch.observer/filing/0001193125-23-301193.md","text":"https://secwatch.observer/filing/0001193125-23-301193.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/720672/000119312523301193/0001193125-23-301193-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/720672/000119312523301193/d452966d8k.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-06-07T09:33:21.268203+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":"d22b5799be9b473f04768e449b218f8e40906d2d","claim":"STIFEL FINANCIAL CORP reported preliminary financial results for November 30, 2023.","evidence_excerpt":"Stifel Financial Corp. (the \"Company\") issued a press release to disclose selected operating results for November 30, 2023","evidence_source":"SEC 8-K Item 2.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/720672/000119312523301193/0001193125-23-301193-index.htm","confidence":0.95,"family_label":"Earnings Releases","details":[{"label":"Period","value":"November 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"}