STOCK TITAN

Affirm (AFRM) CFO exercises stock units and withholds shares to cover taxes

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

Rhea-AI Filing Summary

Affirm Holdings, Inc. Chief Financial Officer Robert O'Hare reported a series of equity compensation transactions on Class A Common Stock on June 1, 2026. He exercised restricted stock units (RSUs), converting them into common shares, and had shares withheld to cover tax obligations.

O'Hare acquired 16,416 shares of Class A Common Stock through a derivative exercise and multiple RSU conversions, while 8,355 shares were disposed of at $72.91 per share to satisfy his tax liability. After these transactions, he held 18,479 shares of Class A Common Stock directly. The RSU footnotes describe ongoing vesting schedules tied to continued employment.

Positive

  • None.

Negative

  • None.
Insider O'Hare Robert
Role Chief Financial Officer
Type Security Shares Price Value
Exercise Restricted Stock Units 3,031 $0.00 --
Exercise Restricted Stock Units 2,102 $0.00 --
Exercise Restricted Stock Units 5,019 $0.00 --
Exercise Restricted Stock Units 2,128 $0.00 --
Exercise Restricted Stock Units 1,356 $0.00 --
Exercise Restricted Stock Units 2,780 $0.00 --
Exercise Class A Common Stock 16,416 $0.00 --
Tax Withholding Class A Common Stock 8,355 $72.91 $609K
Holdings After Transaction: Restricted Stock Units — 0 shares (Direct, null); Class A Common Stock — 26,834 shares (Direct, null)
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 June 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 vested in equal monthly installments from August 1, 2022 until August 1, 2023. Beginning September 1, 2023, the RSUs vest in equal quarterly installments, subject to the Reporting Person's continued employment with the Issuer as of each vesting date. This grant has no expiration date. The RSUs vested in equal monthly installments from October 1, 2022 until August 1, 2023. Beginning September 1, 2023, the RSUs vest in equal quarterly installments, subject to the Reporting Person's continued employment with the Issuer as of each vesting date. This grant has no expiration date. The RSUs vest as to 25% of the shares on September 1, 2024 and the remainder vest in 12 equal quarterly installments over the subsequent three years, subject to the Reporting Person's continuous service with the Issuer as of each vesting date. This grant has no expiration date. The RSUs vest as to 25% of the shares on September 1, 2025 and the remainder vest in 12 equal quarterly installments over the subsequent three years, subject to the Reporting Person's continuous service with the Issuer as of each vesting date. This grant has no expiration date. The RSUs vest in equal quarterly installments for a period of four years beginning December 1, 2024, the vesting commencement date, subject to the Reporting Person's continued employment with the Issuer as of each vesting date. The RSUs vest in equal quarterly installments for a period of three years beginning December 1, 2025, the vesting commencement date, subject to the Reporting Person's continued employment with the Issuer as of each vesting date.
Tax-withheld shares 8,355 shares Shares of Class A Common Stock withheld to satisfy tax obligation at $72.91 per share
Tax-withholding price $72.91 per share Value applied to 8,355 withheld shares of Class A Common Stock
Shares acquired via exercise 16,416 shares Class A Common Stock acquired through derivative exercise coded M
Post-transaction holdings 18,479 shares Directly owned Class A Common Stock following tax-withholding disposition
RSU conversion block 2,780 RSUs Restricted Stock Units converted into 2,780 shares of Class A Common Stock
Additional RSU conversions 5,019 RSUs Restricted Stock Units converted into 5,019 shares of 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.
RSU financial
"Each Restricted Stock Unit (RSU) represents a contingent right to receive one share of the Issuer's Class A Common Stock."
Restricted stock units (RSUs) are a form of company shares given to employees as part of their compensation, usually with certain restrictions or conditions, such as remaining with the company for a set period. When these restrictions lift, employees receive actual shares that they can sell or hold. For investors, RSUs can impact a company's stock supply and reflect the company's commitment to attracting and retaining talent.
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"
vesting financial
"The RSUs vested in equal monthly installments from August 1, 2022 until August 1, 2023. Beginning September 1, 2023, the RSUs vest in equal quarterly installments"
Vesting is the process by which you earn full ownership of something, like company stock or a retirement benefit, over time. It’s like earning the right to keep a gift piece by piece the longer you stay with a company, making sure employees stay committed before they receive all the benefits.
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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*
O'Hare Robert

(Last)(First)(Middle)
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 Financial Officer
2a. Foreign Trading Symbol
3. Date of Earliest Transaction (Month/Day/Year)
06/01/2026
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 Stock06/01/2026M16,416A$026,834D
Class A Common Stock06/01/2026F8,355(1)D$72.9118,479D
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)06/01/2026M3,031 (3) (3)Class A Common Stock3,031$00D
Restricted Stock Units(2)06/01/2026M2,102 (4) (4)Class A Common Stock2,102$0702D
Restricted Stock Units(2)06/01/2026M5,019 (5) (5)Class A Common Stock5,019$025,094D
Restricted Stock Units(2)06/01/2026M2,128 (6) (6)Class A Common Stock2,128$019,150D
Restricted Stock Units(2)06/01/2026M1,356 (7) (7)Class A Common Stock1,356$012,210D
Restricted Stock Units(2)06/01/2026M2,780 (8) (8)Class A Common Stock2,780$025,025D
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 June 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 vested in equal monthly installments from August 1, 2022 until August 1, 2023. Beginning September 1, 2023, the RSUs vest in equal quarterly installments, subject to the Reporting Person's continued employment with the Issuer as of each vesting date. This grant has no expiration date.
4. The RSUs vested in equal monthly installments from October 1, 2022 until August 1, 2023. Beginning September 1, 2023, the RSUs vest in equal quarterly installments, subject to the Reporting Person's continued employment with the Issuer as of each vesting date. This grant has no expiration date.
5. The RSUs vest as to 25% of the shares on September 1, 2024 and the remainder vest in 12 equal quarterly installments over the subsequent three years, subject to the Reporting Person's continuous service with the Issuer as of each vesting date. This grant has no expiration date.
6. The RSUs vest as to 25% of the shares on September 1, 2025 and the remainder vest in 12 equal quarterly installments over the subsequent three years, subject to the Reporting Person's continuous service with the Issuer as of each vesting date. This grant has no expiration date.
7. The RSUs vest in equal quarterly installments for a period of four years beginning December 1, 2024, the vesting commencement date, subject to the Reporting Person's continued employment with the Issuer as of each vesting date.
8. The RSUs vest in equal quarterly installments for a period of three years beginning December 1, 2025, the vesting commencement date, subject to the Reporting Person's continued employment with the Issuer as of each vesting date.
Remarks:
/s/ Josh Samples, Attorney-in-Fact06/03/2026
** 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

What insider transactions did AFRM CFO Robert O'Hare report on June 1, 2026?

CFO Robert O'Hare reported equity compensation-related transactions on June 1, 2026. He exercised restricted stock units into Class A Common Stock and had a portion of shares withheld to cover tax obligations, rather than conducting open-market purchases or sales.

How many Affirm (AFRM) shares were withheld for Robert O'Hare’s taxes?

The filing shows 8,355 shares of Affirm Class A Common Stock were withheld to satisfy Robert O'Hare’s tax obligation. These shares were valued at $72.91 per share in connection with RSU settlements that vested on June 1, 2026.

How many Affirm (AFRM) shares did the CFO acquire through exercises?

Robert O'Hare acquired 16,416 shares of Affirm Class A Common Stock through a derivative exercise coded "M". Additional RSU conversions also delivered common shares, as each RSU represents a contingent right to receive one share of Class A Common Stock.

What is Robert O'Hare’s Affirm (AFRM) shareholding after these Form 4 transactions?

After the reported transactions, Robert O'Hare directly held 18,479 shares of Affirm Class A Common Stock. This figure reflects his direct ownership immediately following the RSU settlements and the related tax-withholding share disposition.

How do Affirm (AFRM) CFO Robert O'Hare’s RSUs vest over time?

The RSU grants vest in monthly or quarterly installments over multi-year periods. Various awards vest from August 1, 2022 or October 1, 2022, with later grants vesting in quarterly tranches beginning on dates such as September 1, 2024 and September 1, 2025, subject to continued service.

Do the June 1, 2026 AFRM Form 4 transactions reflect an open-market sale by the CFO?

No, the Form 4 characterizes the disposition as tax-withholding, not an open-market sale. Shares were withheld by the issuer to satisfy Robert O'Hare’s tax liability related to vesting RSUs and associated settlements.