Welcome to our dedicated page for Affirm Holdings SEC filings (Ticker: AFRM), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
Affirm Holdings, Inc. filings document the company’s pay-over-time financing business, operating results, governance, and capital structure. Form 8-K reports furnish shareholder letters with quarterly results, gross merchandise volume, revenue, revenue less transaction costs, operating income, and reconciliations of non-GAAP measures to GAAP results.
Affirm’s regulatory record also includes proxy and annual meeting materials covering director elections, auditor ratification, advisory executive compensation votes, and its dual-class common stock voting structure. Other filings disclose material merchant agreements for closed-end installment loan products, warrant arrangements, and executive equity compensation through RSUs and PSUs.
Affirm Holdings CEO Max Levchin reported a pre-planned option exercise and share sale. On January 5, 2026, he exercised 666,666 performance-based stock options at an exercise price of $49 per share, receiving the same number of Class A common shares. That day he sold 553,554 Class A shares at a weighted average price of $80.52 and 113,112 shares at a weighted average price of $81.12, totaling 666,666 shares sold, leaving no directly held Class A shares after the reported transactions.
The filing notes these sales were made under a Rule 10b5-1 trading plan adopted on March 17, 2025. Levchin continues to hold 10,500,002 performance-based stock options directly. In addition, 735,294 Class A shares are held indirectly by the Levchin 2012 Irrevocable Trust; Levchin and his spouse may acquire these shares but do not have voting or investment power over them.
Affirm Holdings, Inc. Chief Financial Officer Robert O'Hare reported multiple stock option exercises and a share sale. On January 5, 2026, he exercised several stock options for Class A common stock at exercise prices of $17.19, $22.30, $23.35, $41.80, $44.06 and $57.59, receiving corresponding shares that increased his direct holdings.
That same day, he sold 36,401 shares of Class A common stock at a price of $80.00 per share, leaving him with 1,368 shares of Class A common stock held directly. The filing states that the reported sales were made under a Rule 10b5-1 trading plan adopted on June 12, 2025. Several option grants continue to vest in monthly installments, contingent on his ongoing service with Affirm.
Affirm Holdings, Inc. reported the results of its 2025 annual meeting of stockholders held on December 15, 2025. Stockholders representing 93.4% of the combined voting power of Class A and Class B shares were present in person or by proxy, establishing a quorum.
All three proposals passed. Three Class II directors — Richard Galanti, Christa S. Quarles, and Manolo Sánchez — were elected to serve until the 2028 annual meeting. Stockholders also ratified the selection of Deloitte & Touche LLP as independent registered public accounting firm for the fiscal year ending June 30, 2026.
In addition, stockholders approved, on a non-binding advisory basis, the compensation of the company’s named executive officers as described in the proxy statement, indicating support for the current executive pay program.
Affirm Holdings, Inc. director received a new equity award in the form of restricted stock units. On 12/15/2025, the reporting person was granted 3,579 RSUs of Class A common stock at a stated price of $0 per unit under the company’s Amended and Restated 2012 Stock Plan. Each RSU represents the right to receive one share of Class A common stock.
The RSUs vest in full on the earlier of December 15, 2026 or the date of Affirm’s next annual meeting of stockholders, as long as the individual continues to serve as a non‑employee director until that time. After this grant, the director beneficially owns 40,172 shares of Affirm Class A common stock directly, aligning part of their compensation with long‑term shareholder value.
Affirm Holdings, Inc. disclosed that a non-employee director received a grant of 3,579 restricted stock units (RSUs) of Class A common stock on 12/15/2025. After this grant, the director beneficially owns 40,076 shares of Class A common stock. The RSUs were granted at a stated price of $0 per unit as part of the company’s Amended and Restated 2012 Stock Plan.
The RSUs vest in full on the earlier of December 15, 2026 or the date of Affirm’s next annual meeting of stockholders, as long as the individual continues to serve as a non-employee director until that date. Each RSU represents a contingent right to receive one share of Affirm’s Class A common stock, so the award directly ties the director’s compensation to the company’s equity.
Affirm Holdings, Inc. reported an equity award to one of its non-employee directors. On 12/15/2025, the director received 3,579 Restricted Stock Units (RSUs) of Class A common stock under the company’s Amended and Restated 2012 Stock Plan at a stated price of $0 per unit. Each RSU represents the right to receive one share of Class A common stock.
The RSUs vest in full on the earlier of December 15, 2026 or the date of Affirm’s next annual meeting of stockholders, as long as the director continues to serve as a non-employee director until that date. After this grant, the reporting person beneficially owned 23,355 shares of Class A common stock directly.
Affirm Holdings, Inc. director reported a new equity award. On December 15, 2025, the reporting person acquired 3,579 restricted stock units (RSUs) of Class A common stock at a stated price of $0 under the company’s Amended and Restated 2012 Stock Plan. After this grant, the reporting person beneficially owns 11,700 shares of Class A common stock.
The RSUs vest in full on the earlier of December 15, 2026 or the date of Affirm’s next annual meeting of stockholders, as long as the individual continues to serve as a non-employee director until that date. Each RSU represents a contingent right to receive one share of Affirm’s Class A common stock.
Affirm Holdings, Inc. director reported receiving a new equity award in the form of restricted stock units (RSUs). On December 15, 2025, the reporting person was granted 3,579 RSUs of Class A common stock at a stated price of $0 under Affirm’s Amended and Restated 2012 Stock Plan. After this grant, the reporting person beneficially owns 315,977 shares of Class A common stock.
The RSUs vest in full on the earlier of December 15, 2026 or the date of Affirm’s next annual meeting of stockholders, as long as the individual continues serving as a non-employee director until that date. Each RSU represents the right to receive one share of Class A common stock when it vests, aligning the director’s compensation with shareholder interests over the coming service period.
Affirm Holdings, Inc. reported that one of its non-employee directors received an equity award in the form of restricted stock units (RSUs). On 12/15/2025, the director acquired 3,579 RSUs of Class A common stock at a stated price of $0 under the company’s Amended and Restated 2012 Stock Plan. Each RSU represents the right to receive one share of Class A common stock.
The RSUs vest in full on the earlier of December 15, 2026 or the date of Affirm’s next annual meeting of stockholders, as long as the individual continues serving as a non-employee director until that date. Following this grant, the reporting person beneficially owned 125,820 shares of Affirm Class A common stock in total.
Affirm Holdings, Inc. disclosed that one of its directors received a grant of restricted stock units (RSUs) covering 3,579 shares of Class A common stock on December 15, 2025 under the company’s Amended and Restated 2012 Stock Plan. The RSUs will vest in full on the earlier of December 15, 2026 or the date of Affirm’s next annual meeting of stockholders, as long as the director continues to serve as a non-employee director through that date.
Each RSU represents the right to receive one share of Class A common stock upon vesting. After this grant, the reporting person beneficially owns 48,801 shares of Affirm Class A common stock in total, reflecting equity-based compensation tied to ongoing board service rather than an open-market stock purchase.