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Bread Financial Holdings, Inc. SEC Filings

BFH NYSE

Welcome to our dedicated page for Bread Financial Holdings SEC filings (Ticker: BFH), 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.

Bread Financial Holdings, Inc. filings document regulatory disclosures for a consumer financial services company centered on payment, lending and savings products. Recent 8-K reports cover operating results, Regulation FD performance updates, credit card loan metrics, net principal loss and delinquency measures, dividends, share repurchase authority, and capital-structure events involving common stock, preferred stock and depositary shares.

The filing record also includes material agreement disclosures tied to convertible note-related capped call transactions and proxy materials covering shareholder voting, board governance, executive compensation and equity-award information. These documents describe Bread Financial’s public-company governance, securities structure, risk-related operating metrics and capital management activity, including references to subsidiary bank Comenity Capital Bank.

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Bread Financial Holdings, Inc. released a May 2026 credit performance update showing modest portfolio growth with improved loss and delinquency metrics versus May 2025.

End-of-period credit card and other loans were $18,363 million, with average loans of $18,169 million, a 2.6% year-over-year increase in average balances. Net principal losses were $108 million with a 6.98% net principal loss rate, compared with $120 million and a 7.97% rate a year earlier. The 30-days-plus delinquency rate was 5.24% on $853 million of delinquent principal, versus 5.71% on $926 million in May 2025. The company notes prior hurricane-related delinquency freezes in late 2024 affected loss patterns in 2024 and 2025.

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Bread Financial Holdings President and CEO Ralph J. Andretta reported selling 15,000 shares of the company’s common stock in open-market transactions on May 29, 2026. The shares were sold in three trades at weighted average prices ranging between approximately $88 and $90 per share, with detailed price ranges disclosed in the footnotes. The sales were executed under a pre-arranged Rule 10b5-1 trading plan adopted on February 27, 2026, indicating they were scheduled in advance. After these transactions, Andretta continues to hold more than 500,000 shares directly.

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BREAD FINANCIAL HOLDINGS, INC. director John J. Fawcett made an open-market purchase of common stock. On the reported date, he bought 698 shares at a price of $86.43 per share. After this transaction, he directly owned 11,000 shares of the company’s common stock.

His beneficial holdings consist of 8,198 unrestricted shares and 2,802 unvested restricted stock units that were granted on June 16, 2025. This filing reflects a net increase in his direct ownership position through a routine open-market purchase.

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BFH submitted a Form 144 notice reporting the potential sale of 18,000 shares of Common Stock tied to restricted stock vesting, listed as Issuer compensation on 05/20/2026. The filing also records a prior disposition by Roger H. Ballou of 9,687 shares on 04/24/2026 for $874,930.81.

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Bread Financial Holdings, Inc. released a performance update for April 2026, highlighting credit card and other loan trends. End-of-period credit card and other loans were $18,123 million, with average loans of $18,067 million, and average balances rising 2.0% year over year.

Net principal losses were $105 million, resulting in a net principal loss rate of 7.09%, compared with 7.85% a year earlier. As of April 30, 2026, 30-days-plus delinquencies were $859 million on period-end loans of $16,087 million, for a delinquency rate of 5.34% versus 5.73% in April 2025.

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Bread Financial Holdings, Inc. created a new class of preferred stock and raised capital through an offering of depositary shares. The company established 8.875% Fixed Rate Reset Non-Cumulative Perpetual Preferred Stock, Series B, with a liquidation preference of $1,000 per share via a Certificate of Designations that amends its charter. On May 12, 2026, it issued and sold 5,400,000 depositary shares, each representing a 1/40th interest in a Series B preferred share, including 600,000 depositary shares from an underwriters’ option. Holders of the depositary shares receive proportional dividend, voting, redemption and liquidation rights of the Series B preferred stock, and dividend restrictions apply to junior and parity stock if Series B dividends are not declared and funded.

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Bread Financial is offering 4,800,000 depositary shares (each representing a 1/40th interest in a share of its Series B Preferred Stock), at a public offering price of $25.00 per depositary share, for total gross proceeds of $120,000,000. The depositary shares represent 120,000 shares of 8.875% Fixed Rate Reset Non-Cumulative Perpetual Preferred Stock, Series B.

The initial dividend is fixed at 8.875% per annum through the First Reset Date, with dividends payable quarterly beginning on September 15, 2026. After the First Reset Date the dividend rate will reset each five years to the Five-Year U.S. Treasury Rate plus 4.804%. Dividends are non-cumulative and payable only if declared by the Board and if funds are lawfully available.

Bread Financial granted the underwriters an option to purchase up to an additional 720,000 depositary shares to cover over-allotments. Net proceeds are intended for general corporate purposes, including potential contributions or loans to its subsidiary bank and share repurchases.

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Bread Financial Holdings, Inc. announced the pricing of an underwritten public offering of 4,800,000 depositary shares, each representing a 1/40th interest in its 8.875% Fixed Rate Reset Non-Cumulative Perpetual Preferred Stock, Series B, with a liquidation preference of $25 per Depositary Share. The company granted underwriters a 30-day option to purchase up to an additional 720,000 Depositary Shares at the same price. Closing is expected on May 12, 2026 and is expected to result in approximately $115,320,000 in net proceeds, which the company intends to use for general corporate purposes, including potentially funding subsidiary Comenity Capital Bank and share repurchases.

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Bread Financial Holdings, Inc. announced the pricing of an underwritten public offering of 4,800,000 depositary shares, each representing a 1/40th interest in its 8.875% Fixed Rate Reset Non-Cumulative Perpetual Preferred Stock, Series B, with a liquidation preference of $25 per Depositary Share. The company granted underwriters a 30-day option to purchase up to an additional 720,000 Depositary Shares at the same price. Closing is expected on May 12, 2026 and is expected to result in approximately $115,320,000 in net proceeds, which the company intends to use for general corporate purposes, including potentially funding subsidiary Comenity Capital Bank and share repurchases.

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FAQ

How many Bread Financial Holdings (BFH) SEC filings are available on StockTitan?

StockTitan tracks 81 SEC filings for Bread Financial Holdings (BFH), including 10-K annual reports, 10-Q quarterly reports, 8-K current reports, and Form 4 insider trading disclosures. Each filing includes AI-generated summaries, impact scoring, and sentiment analysis.

When was the most recent SEC filing for Bread Financial Holdings (BFH)?

The most recent SEC filing for Bread Financial Holdings (BFH) was filed on June 10, 2026.