STIFEL FINANCIAL CORP
For the period ended Dec 31, 2023. Filed Feb 16, 2024.
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A company's yearly report to the SEC, with audited financial statements. It is the fullest account a company gives of its business, its finances and the risks it sees.
FY2023 · Filed Feb 16, 2024
SF$73.21+2.6%Stored close · as of Nov 9, 2026
Extracted filing text, with the paragraph anchors used by the comparison.
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Financial Statements and Supplementary Data
ITEM 8. FINANCIAL STATEMENTS AND SUPPLEMENTARY DATA
INDEX TO AUDITED CONSOLIDATED FINANCIAL STATEMENTS
| Page | |
|---|---|
| Report of Independent Registered Public Accounting Firm (PCAOB ID: 42) | 66 |
| Consolidated Statements of Financial Condition | 68 |
| Consolidated Statements of Operations | 69 |
| Consolidated Statements of Comprehensive Income | 70 |
| Consolidated Statements of Changes in Shareholders’ Equity | 71 |
| Consolidated Statements of Cash Flows | 72 |
| Notes to Consolidated Financial Statements | 75 |
| Note 1 Nature of Operations and Basis of Presentation | 75 |
| Note 2 Summary of Significant Accounting Policies | 75 |
| Note 3 Acquisitions | 84 |
| Note 4 Receivables From and Payables to Brokers, Dealers, and Clearing Organizations | 85 |
| Note 5 Fair Value Measurements | 85 |
| Note 6 Financial Instruments Owned and Financial Instruments Sold, But Not Yet Purchased | 93 |
| Note 7 Available-for-Sale and Held-to-Maturity Securities | 94 |
| Note 8 Bank Loans | 96 |
| Note 9 Fixed Assets | 102 |
| Note 10 Goodwill and Intangible Assets | 102 |
| Note 11 Borrowings and Federal Home Loan Bank Advances | 103 |
| Note 12 Senior Notes | 104 |
| Note 13 Bank Deposits | 104 |
| Note 14 Derivative Instruments and Hedging Activities | 105 |
| Note 15 Debentures to Stifel Financial Capital Trusts | 106 |
| Note 16 Disclosures About Offsetting Assets and Liabilities | 107 |
| Note 17 Commitments, Guarantees, and Contingencies | 108 |
| Note 18 Legal Proceedings | 109 |
| Note 19 Regulatory Capital Requirements | 109 |
| Note 20 Operating Leases | 111 |
| Note 21 Revenues From Contracts With Customers | 112 |
| Note 22 Interest Income and Interest Expense | 114 |
| Note 23 Employee Incentive, Deferred Compensation, and Retirement Plans | 114 |
| Note 24 Off-Balance Sheet Credit Risk | 116 |
| Note 25 Income Taxes | 117 |
| Note 26 Segment Reporting | 119 |
| Note 27 Earnings Per Share | 120 |
| Note 28 Shareholders’ Equity | 120 |
| Note 29 Variable Interest Entities | 121 |
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