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Affirm (NASDAQ: AFRM) CLO nets shares after RSU vesting and tax withholding

Filing Impact
(Neutral)
Filing Sentiment
(Neutral)
Form Type
4

Rhea-AI Filing Summary

Affirm Holdings Chief Legal Officer Katherine Adkins reported routine equity compensation activity. On April 1, 2026, 1,401 Restricted Stock Units converted into 1,401 shares of Class A Common Stock at $0.00 per share, reflecting RSU vesting. Of these, 634 shares at $45.54 per share were withheld to cover tax obligations, rather than sold in the market. After these transactions, she directly held 138,542 shares of Class A Common Stock and 7,008 RSUs. Each RSU represents a right to receive one share of Class A Common Stock, vesting in 48 equal monthly installments that began on October 1, 2022, subject to continued service.

Positive

  • None.

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Insider Adkins Katherine
Role Chief Legal Officer
Type Security Shares Price Value
Exercise Restricted Stock Units 1,401 $0.00 --
Exercise Class A Common Stock 1,401 $0.00 --
Tax Withholding Class A Common Stock 634 $45.54 $29K
Holdings After Transaction: Restricted Stock Units — 7,008 shares (Direct); Class A Common Stock — 139,176 shares (Direct)
Footnotes (1)
  1. Represents the number of shares of the Issuer's Common Stock withheld to satisfy the Reporting Person's tax obligation in connection with the settlement of shares of Common Stock underlying the Reporting Person's restricted stock units that vested on April 1, 2026. Each Restricted Stock Unit (RSU) represents a contingent right to receive one share of the Issuer's Class A Common Stock. The RSUs vest in 48 equal monthly installments beginning October 1, 2022, subject to the Reporting Person's continuous service with the Issuer as of each vesting date. This grant has no expiration date.
RSUs exercised 1,401 RSUs Converted into Class A Common Stock on April 1, 2026
Shares withheld for taxes 634 shares at $45.54 Withheld to satisfy tax obligation on April 1, 2026
Shares held after transaction 138,542 shares Direct Class A Common Stock ownership following transactions
RSUs outstanding after transaction 7,008 RSUs Restricted Stock Units remaining after April 1, 2026 vesting
RSU vesting schedule 48 monthly installments Vesting began October 1, 2022, subject to continuous service
Exercise price per RSU $0.00 per share Conversion of RSUs into Class A Common Stock
Restricted Stock Units financial
"Represents the number of shares of the Issuer's Common Stock withheld to satisfy the Reporting Person's tax obligation in connection with the settlement of shares of Common Stock underlying the Reporting Person's restricted stock units"
Restricted stock units are a type of company reward where employees are promised shares of stock, but they only fully own these shares after meeting certain conditions, like staying with the company for a set time. They matter because they can become valuable assets and are often used to motivate employees to help the company succeed.
Class A Common Stock financial
"Each Restricted Stock Unit (RSU) represents a contingent right to receive one share of the Issuer's Class A Common Stock."
Class A common stock is a category of a company’s shares that carries a specific set of ownership rights—most commonly defined voting power and claims on dividends—set out in the company’s charter. For investors it matters because the class determines how much influence you have over corporate decisions, the share’s likely dividend and trading behavior, and how it compares in value to other share classes, like choosing a particular seat with different privileges at the company’s decision-making table.
tax obligation financial
"withheld to satisfy the Reporting Person's tax obligation in connection with the settlement of shares of Common Stock underlying the Reporting Person's restricted stock units"
vest financial
"The RSUs vest in 48 equal monthly installments beginning October 1, 2022, subject to the Reporting Person's continuous service"
A vest is the process by which an employee earns the right to receive certain benefits or ownership interests, such as stock or retirement funds, over time. It’s similar to earning a reward gradually, ensuring that the benefit becomes fully yours only after a set period or meeting specific conditions. This makes it important for investors because it determines when they can actually claim or use those benefits.
SEC Form 4
FORM 4UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

STATEMENT OF CHANGES IN BENEFICIAL OWNERSHIP

Filed pursuant to Section 16(a) of the Securities Exchange Act of 1934
or Section 30(h) of the Investment Company Act of 1940
OMB APPROVAL
OMB Number:3235-0287
Estimated average burden
hours per response:0.5
Check this box if no longer subject to Section 16. Form 4 or Form 5 obligations may continue. See Instruction 1(b).
Check this box to indicate that a transaction was made pursuant to a contract, instruction or written plan for the purchase or sale of equity securities of the issuer that is intended to satisfy the affirmative defense conditions of Rule 10b5-1(c). See Instruction 10.
1. Name and Address of Reporting Person*
Adkins Katherine

(Last)(First)(Middle)
C/O AFFIRM HOLDINGS, INC.
650 CALIFORNIA STREET

(Street)
SAN FRANCISCO CALIFORNIA 94108

(City)(State)(Zip)

UNITED STATES

(Country)
2. Issuer Name and Ticker or Trading Symbol
Affirm Holdings, Inc. [ AFRM ]
5. Relationship of Reporting Person(s) to Issuer
(Check all applicable)
Director10% Owner
XOfficer (give title below)Other (specify below)
Chief Legal Officer
2a. Foreign Trading Symbol
3. Date of Earliest Transaction (Month/Day/Year)
04/01/2026
6. Individual or Joint/Group Filing (Check Applicable Line)
XForm filed by One Reporting Person
Form filed by More than One Reporting Person
4. If Amendment, Date of Original Filed (Month/Day/Year)

Table I - Non-Derivative Securities Acquired, Disposed of, or Beneficially Owned
1. Title of Security (Instr. 3) 2. Transaction Date (Month/Day/Year)2A. Deemed Execution Date, if any (Month/Day/Year)3. Transaction Code (Instr. 8) 4. Securities Acquired (A) or Disposed Of (D) (Instr. 3, 4 and 5) 5. Amount of Securities Beneficially Owned Following Reported Transaction(s) (Instr. 3 and 4) 6. Ownership Form: Direct (D) or Indirect (I) (Instr. 4) 7. Nature of Indirect Beneficial Ownership (Instr. 4)
CodeVAmount(A) or (D)Price
Class A Common Stock04/01/2026M1,401A$0139,176D
Class A Common Stock04/01/2026F634(1)D$45.54138,542D
Table II - Derivative Securities Acquired, Disposed of, or Beneficially Owned
(e.g., puts, calls, warrants, options, convertible securities)
1. Title of Derivative Security (Instr. 3) 2. Conversion or Exercise Price of Derivative Security 3. Transaction Date (Month/Day/Year)3A. Deemed Execution Date, if any (Month/Day/Year)4. Transaction Code (Instr. 8) 5. Number of Derivative Securities Acquired (A) or Disposed of (D) (Instr. 3, 4 and 5) 6. Date Exercisable and Expiration Date (Month/Day/Year)7. Title and Amount of Securities Underlying Derivative Security (Instr. 3 and 4) 8. Price of Derivative Security (Instr. 5) 9. Number of derivative Securities Beneficially Owned Following Reported Transaction(s) (Instr. 4) 10. Ownership Form: Direct (D) or Indirect (I) (Instr. 4) 11. Nature of Indirect Beneficial Ownership (Instr. 4)
CodeV(A)(D)Date ExercisableExpiration DateTitleAmount or Number of Shares
Restricted Stock Units(2)04/01/2026M1,401 (3) (3)Class A Common Stock1,401$07,008D
Explanation of Responses:
1. Represents the number of shares of the Issuer's Common Stock withheld to satisfy the Reporting Person's tax obligation in connection with the settlement of shares of Common Stock underlying the Reporting Person's restricted stock units that vested on April 1, 2026.
2. Each Restricted Stock Unit (RSU) represents a contingent right to receive one share of the Issuer's Class A Common Stock.
3. The RSUs vest in 48 equal monthly installments beginning October 1, 2022, subject to the Reporting Person's continuous service with the Issuer as of each vesting date. This grant has no expiration date.
Remarks:
/s/ Josh Samples, Attorney-in-Fact04/02/2026
** Signature of Reporting PersonDate
Reminder: Report on a separate line for each class of securities beneficially owned directly or indirectly.
* If the form is filed by more than one reporting person, see Instruction 4 (b)(v).
** Intentional misstatements or omissions of facts constitute Federal Criminal Violations See 18 U.S.C. 1001 and 15 U.S.C. 78ff(a).
Note: File three copies of this Form, one of which must be manually signed. If space is insufficient, see Instruction 6 for procedure.
Persons who respond to the collection of information contained in this form are not required to respond unless the form displays a currently valid OMB Number.
* Form 4: SEC 1474 (03-26)

FAQ

How many AFRM shares did Katherine Adkins acquire through RSU vesting?

She acquired 1,401 shares of Affirm Class A Common Stock via RSU conversion at $0.00 per share. This reflects settlement of previously granted Restricted Stock Units that vested under her compensation plan, rather than an open-market purchase of new shares.

How many AFRM shares were withheld for taxes in Katherine Adkins’ transaction?

A total of 634 shares of Affirm Class A Common Stock were withheld at $45.54 per share. These shares were used to satisfy her tax obligation related to the RSU vesting, and do not represent an open-market sale transaction by the executive.

What is Katherine Adkins’ AFRM share ownership after the reported transactions?

After the reported activity, she directly holds 138,542 shares of Affirm Class A Common Stock. In addition, she holds 7,008 outstanding Restricted Stock Units, which may settle into additional shares over time as they continue to vest monthly.

How do Katherine Adkins’ RSUs in AFRM vest over time?

Her Restricted Stock Units vest in 48 equal monthly installments beginning October 1, 2022. Each vesting date requires her continued service with Affirm, gradually delivering shares of Class A Common Stock as compensation rather than as open-market purchases.

What does each AFRM Restricted Stock Unit represent for Katherine Adkins?

Each Restricted Stock Unit represents a contingent right to receive one share of Affirm’s Class A Common Stock. Delivery occurs as the RSUs vest under the monthly schedule, creating share ownership without requiring her to pay an exercise price in cash.