MBIA Inc. filings document the reporting of a financial guarantee insurance holding company and its subsidiaries in public finance and structured finance markets. Current Reports on Form 8-K furnish operating and financial results, Regulation FD materials, quarterly operating supplements, statutory statements for MBIA Insurance Corporation and National Public Finance Guarantee Corporation, and insured-portfolio information.
Proxy materials cover annual meeting governance, executive compensation, and shareholder voting matters. Other material-event filings describe capital-structure matters, material agreements, and portfolio exposure actions, including disclosures related to National's PREPA bankruptcy-claim remediation activity.
Innis-Thompson Janice L. reported acquisition or exercise transactions in this Form 4 filing.
MBIA Inc. director Janice L. Innis-Thompson received a grant of 16,181 shares of restricted Common Stock, valued at $6.18 per share. This equity award was made on May 12, 2026 and is subject to a one-year cliff vesting schedule, with vesting on May 12, 2027.
Following this grant, she directly holds a total of 83,325 shares of MBIA common stock. Because this is a compensation-related stock grant rather than an open-market trade, it reflects standard director equity compensation rather than a discretionary share purchase or sale.
GILBERT STEVEN J reported acquisition or exercise transactions in this Form 4 filing.
MBIA Inc. director Steven J. Gilbert received a grant of 16,181 shares of Common Stock as restricted stock. The award was valued at $6.18 per share on May 12, 2026 and is classified as a grant or award, not an open-market purchase. Following this grant, Gilbert directly holds 125,423 shares of MBIA common stock. The restricted stock carries a one-year cliff vesting schedule, with all granted shares scheduled to vest on May 12, 2027.
DEWBREY DIANE L reported acquisition or exercise transactions in this Form 4 filing.
MBIA Inc. director Diane L. Dewbrey received a grant of 16,181 shares of restricted common stock on May 12, 2026 at $6.18 per share. These shares have a one-year cliff vesting schedule, becoming fully vested on May 12, 2027. After this award, she directly holds 121,198 MBIA shares. This is a compensation-related equity grant rather than an open-market purchase.
MBIA Inc. reported a Q1 2026 net loss attributable to the company of $40 million, compared with a loss of $62 million a year earlier, on total revenues of $24 million versus $14 million. Basic and diluted loss per share was $0.80.
Total investments were $1.65 billion and cash and cash equivalents were $70 million, while operating activities used $33 million of cash. Long-term debt was $2.88 billion and medium‑term notes were $472 million, contributing to negative total equity of $(2.28) billion.
In its U.S. public finance business, subsidiary National paid $11 million of gross claims after a January 1, 2026 default by Puerto Rico Electric Power Authority, with $554 million of insured PREPA debt service still outstanding. MBIA also completed disposal of Zohar‑related portfolio companies classified as discontinued operations and continues to highlight significant uncertainty around recoveries and the liquidity of MBIA Insurance Corporation. The company’s filer status changed to smaller reporting company and non‑accelerated filer beginning with this report.
MBIA Inc. reported a consolidated GAAP net loss of $40 million, or $(0.80) per diluted share, for the first quarter of 2026, improving from a net loss of $62 million, or $(1.28) per diluted share, a year earlier. The smaller loss mainly reflected favorable changes in foreign exchange, investment gains and loss and loss adjustment expenses, partly offset by prior-year gains from extinguishing variable interest entity debt that did not recur.
MBIA’s non-GAAP Adjusted Net Loss was $8 million, or $(0.16) per diluted share, unchanged from the first quarter of 2025. Liquidity at the holding company totaled $353 million as of March 31, 2026. National Public Finance Guarantee Corporation ended the quarter with $950 million of statutory capital, $1.4 billion of claims-paying resources and $21.5 billion of insured gross par outstanding, while MBIA Insurance Corporation reported statutory capital of $79 million and claims-paying resources of $316 million.
MBIA Inc — Amendment No. 1 to a Schedule 13G/A filed by The Vanguard Group reports 0 shares beneficially owned, representing 0% of MBIA common stock. The filing explains an internal realignment that disaggregated certain Vanguard subsidiaries' holdings in reliance on SEC Release No. 34-39538.
MBIA Inc. is calling a virtual annual shareholder meeting for May 5, 2026 at 10:00 a.m. ET, where holders of its 50,933,521 outstanding common shares as of March 12, 2026 will vote on electing six directors, an advisory say-on-pay, and ratifying PricewaterhouseCoopers LLP as auditor.
The proxy details MBIA’s board structure, committee responsibilities, governance practices, and its focus on risk, ESG, and human capital. Independent directors receive cash retainers plus $100,000 in restricted stock, while four of five exceed stock ownership guidelines.
For 2025, executive incentives were tightly linked to performance in runoff. The annual bonus scorecard paid at 118% of target, mainly due to reduced losses and higher expected recoveries on National’s PREPA exposure and strong liquidity and expense control. Performance-based shares granted in 2023 vested at 110% of target after 28.9% total shareholder return over three years. CEO William Fallon’s 2025 total compensation was $4,285,215, and MBIA reports a CEO pay ratio of 14:1.
MBIA Inc. CEO & President William C. Fallon reported a tax-related share disposition. He surrendered 39,658 shares of common stock at $6.88 per share to the issuer for payment of tax liability upon vesting of restricted stock. After this transaction and an adjustment for retirement plan shares, he directly held 2,826,660 common shares.
MBIA Inc. Assistant Vice President Adam T. Bergonzi reported a tax-related share disposition of the company’s common stock. On this transaction date, he surrendered 13,280 shares of common stock to MBIA at a value of $6.88 per share to cover withholding tax obligations tied to the vesting of restricted stock.
Following this tax-withholding disposition, Bergonzi directly held 943,262 shares of MBIA common stock. A related footnote explains that the reported balance also reflects an adjustment for retirement plan shares, indicating the total includes changes from that plan in addition to this transaction.