Welcome to our dedicated page for Axos Financial SEC filings (Ticker: AX), 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.
Evaluating a digital bank that juggles California mortgage exposure, specialty consumer loans, and securities operations is no small task. Axos Financial’s disclosures span hundreds of pages, detailing everything from net-interest income to the credit quality of niche lending portfolios. Searching for Axos Financial insider trading Form 4 transactions or dividend policy shifts inside a 10-K can drain hours.
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Here’s what you can uncover:
- Loan-book composition and regional mortgage concentrations inside the 10-K
- Deposit growth trends and digital account metrics in each 10-Q
- Management commentary on rate moves found in 8-K investor presentations
- Board pay packages within the Axos Financial proxy statement executive compensation
- Patterns in Axos Financial executive stock transactions Form 4 before earnings
Axos Financial describes a technology-driven banking and securities business with approximately $24.8 billion in total assets and $39.4 billion of assets under custody/administration at Axos Clearing as of the filing. The company operates two primary segments: Banking and Securities, offering deposits, a range of loan products (single-family mortgages, multifamily, CRE, commercial & industrial, auto and consumer), and clearing/custody and advisory services for RIAs and broker-dealers. Key items disclosed include a fiscal 2025 effective tax rate of 29.42%, net charge-offs of $25.6 million (up from prior year), an allowance for credit losses reported at $290,049, and active share repurchase programs with $58.5 million repurchased in FY2025 and $148.1 million remaining available as of June 30, 2025. Management reports the Company and Bank were well capitalized and in compliance with capital covenants as of June 30, 2025.
James S. Argalas, a director of Axos Financial (AX), donated 1,100 shares of the company's common stock to a charitable fund on 08/12/2025. The shares were transferred at $88.05 per share, and the filing states the donation's value as $96.855. After the gift, Mr. Argalas is reported to beneficially own 71,195 shares directly. The Form 4 shows this was reported by a single reporting person and identifies the transaction with Code G (gift).
The disclosure documents an insider charitable gift rather than a sale, reducing his direct holdings by 1,100 shares while leaving a substantial remaining holding. All figures above are taken directly from the Form 4 content.
Axos Financial, Inc. disclosed it will use the presentation included in the exhibits at investor meetings beginning on or around August 14, 2025 and during the next few months. The materials are presented as of August 12, 2025 and the company states they are not deemed to be "filed" under Section 18 of the Exchange Act nor incorporated by reference into other filings except by specific reference. Exhibits filed include presentation files 99.1 and 99.2 and an Inline XBRL cover page 104. The filing is signed by CFO Derrick K. Walsh.
State Street Corporation reported beneficial ownership of 2,652,478 shares of Axos Financial Inc. common stock, representing 4.7% of the class. The filing shows shared voting power of 373,752 shares and shared dispositive power for all 2,652,478 shares, with no sole voting or dispositive power reported.
The statement identifies several State Street subsidiaries involved in the holdings, including entities labeled as investment advisers. The filing certifies the securities are held in the ordinary course of business and were not acquired to effect a change of control.
Form 4 summary: Andrew Micheletti, EVP, Finance of Axos Financial, Inc. (AX), reported a sale of 13,960 shares on 08/04/2025 at a weighted-average price of $85.38. The filing states the trades executed in multiple transactions at prices ranging $85.20 to $85.51. Following the reported disposition, the form shows 67,460 shares held directly and 3,241 shares held indirectly via a 401(k) plan. The Form 4 is dated and signed by Derrick Walsh for Andrew Micheletti on 08/05/2025.
Disclosure details: The explanation clause offers to provide, upon request, the full breakdown of the number of shares sold and the prices for each trade. The filing contains no other derivative transactions or additional securities classes reported.
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