{"schema_version":"secwatch.filing_event.v1","accession":"0001193125-24-079737","form_type":"8-K","ticker":"SF","cik":"0000720672","company_name":"STIFEL FINANCIAL CORP","filed_at":"2024-03-28T23:59:59+00:00","discovered_at":"2026-05-14T18:03:26.751124+00:00","generated_at":"2026-06-04T06:46:12.240572+00:00","sec_items":["7.01","2.02","9.01"],"event_type":"other_material","sentiment":"positive","materiality_score":0.55,"calibrated_materiality_score":0.55,"confidence":"high","headline":"Stifel reports record total client assets of $458B and fee-based assets of $172B in February","bullets":["Total client assets $457.9B, up 14% YoY and 3% from January; fee-based assets $172.1B, up 16% YoY.","Private Client Group fee-based assets $151.3B, up 16% YoY.","Client money market and insured products $26.3B, down 2% YoY but up 1% from January.","Bank loans (net) $19.6B, down 6% YoY and flat MoM.","CEO cites strong equity markets and FA recruiting driving growth; investment banking deal delays remain a headwind."],"urls":{"canonical":"https://secwatch.observer/filing/0001193125-24-079737","json":"https://secwatch.observer/filing/0001193125-24-079737.json","markdown":"https://secwatch.observer/filing/0001193125-24-079737.md","text":"https://secwatch.observer/filing/0001193125-24-079737.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/720672/000119312524079737/0001193125-24-079737-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/720672/000119312524079737/d783616d8k.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-06-04T06:46:12.240572+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":"da97e5817d1d5c74f47a6ba878ad65cb96b7f0a4","claim":"STIFEL FINANCIAL CORP reported preliminary financial results for February 29, 2024.","evidence_excerpt":"Stifel Financial Corp. (NYSE: SF) today reported selected operating results for February 29, 2024","evidence_source":"SEC 8-K Item 2.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/720672/000119312524079737/0001193125-24-079737-index.htm","confidence":0.9,"family_label":"Earnings Releases","details":[{"label":"Period","value":"February 29, 2024"},{"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"}