Welcome to our dedicated page for SoFi Technologies SEC filings (Ticker: SOFI), 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.
SoFi Technologies, Inc. filings document a public digital financial-services company with consumer lending, banking, investing, home lending and technology-platform operations. Form 8-K reports quarterly and annual results, loan originations, member and product metrics, adjusted revenue measures and operating data furnished with earnings releases.
Proxy materials cover board matters, executive compensation, equity awards and annual stockholder voting. Other filings disclose leadership transition arrangements, Regulation FD information about officer prepaid variable forward contracts and share pledges, common-stock capital actions, underwriting agreements, registration-statement references, use of proceeds and governance matters tied to SoFi's financial-services and payments platform.
SoFi Technologies, Inc. (SOFI) reported that officer Kelli Keough, EVP, GBUL, SIPS, sold 11,286 shares of common stock on 2026-08-20 in an open-market transaction under a Rule 10b5-1 Trading Plan adopted on July 30, 2025. The weighted average sale price was $18.0032 per share, from trades executed between $17.7392 and $18.9300 per share. Following this sale, Keough directly held 356,442 shares of SoFi common stock.
SoFi Technologies, Inc. (SOFI) reported insider equity activity by executive Eric Schuppenhauer, EVP GBUL Borrow. On August 17, 2026, 55,731 Restricted Stock Units (RSUs) settled into 55,731 shares of common stock for no cash consideration, and his directly held equity increased accordingly. Footnotes state each RSU converts into one share upon settlement. To cover the related tax withholding obligation, 23,720 shares of common stock at $18.002 per share were delivered/withheld on August 18, 2026; these tax shares were not issued to him. Following the RSU settlement, he reported 445,848 RSUs still outstanding.
SoFi Technologies, Inc. (SOFI) reported insider equity activity by Chief Risk Officer Arun Pinto related to vesting restricted stock units (RSUs). On August 17, 2026, RSUs covering 45,389 shares were settled, resulting in the acquisition of an equal number of common shares for no cash consideration, and leaving 272,332 RSUs reported as outstanding. On August 18, 2026, 25,118 common shares at a reference price of $18.002 per share were withheld or delivered to satisfy tax withholding obligations tied to the RSU vesting; per the disclosure, these tax shares were not issued to the reporting person and do not represent an open-market sale.
SoFi Technologies, Inc. (SOFI) is the issuer of common stock that Eric J. Schuppenhauer intends to sell under Rule 144. The notice covers a planned sale of up to 23,720 shares of common stock held at Fidelity Brokerage Services LLC, related to restricted stock vesting on 08/14/2026. A prior sale of 2,509 shares occurred on 06/16/2026. The sale includes shares needed to cover a tax obligation from settlement of a vested equity award.
SoFi Technologies, Inc. (SOFI) received a Rule 144 notice for a proposed sale of its common stock by officer Arun Pinto. The notice covers 25,118 shares, acquired through restricted stock vesting on 08/14/2026, with an aggregate market value of $452,174.24. SoFi reports 1,291,570,324 shares outstanding, and the seller previously sold 11,029 shares for $194,171.06 during the prior three months. The filing notes that part of the sale amount is intended to cover a tax obligation from a vested equity award distribution.
SoFi Technologies, Inc. reported results for the quarter ended June 30, 2026 with total net revenue of $1,218,676 thousand, up from $854,944 thousand in the prior-year quarter. Net income was $156,592 thousand versus $97,263 thousand, and diluted earnings per share were $0.12 versus $0.08. For the first six months of 2026, net income totaled $323,323 thousand compared with $168,379 thousand a year earlier.
Total assets were $60,947,548 thousand as of June 30, 2026, up from $50,660,478 thousand at December 31, 2025, reflecting growth in loans held for sale of $29,737,289 thousand and loans held for investment of $18,196,093 thousand. Deposits increased to $45,543,160 thousand from $37,505,395 thousand, and total equity rose to $11,076,227 thousand. During the quarter SoFi completed cash acquisitions of Peach Finance, Inc. and Composer Securities LLC, recording aggregate goodwill of $31,500 thousand, and expanded newer offerings including SoFi Crypto and its SoFiUSD stablecoin, with $52.5 million of SoFiUSD outstanding and fully backed by reserve assets as of June 30, 2026.
SoFi Technologies reported record Q2 2026 results, with GAAP total net revenue of $1,218.7 million, up 43% year-over-year, and GAAP net income of $156.6 million. Diluted EPS was $0.12. Adjusted net revenue reached $1,205.6 million, up 40%, and adjusted EBITDA was $357.8 million, up 44% with a 30% margin, marking the 19th consecutive quarter meeting the Rule of 40 with a score of 70.
Total loan originations hit a record $14.8 billion, up 69% year-over-year, including $10.7 billion in personal loans, $2.7 billion in student loans and $1.4 billion in home loans. Members grew 35% to 15.8 million, products grew 42% to 24.4 million, and 51% of new products were opened by existing members. Deposits rose to $45.5 billion, net interest margin was 5.98%, and tangible book value per share increased to $7.34.
Lending and Financial Services segments delivered strong revenue and contribution growth, while Technology Platform revenue declined 23% year-over-year and its contribution margin fell to 14%. Management raised full-year 2026 adjusted net revenue guidance to $4.75–$4.85 billion (32–35% growth) and reaffirmed targets for $1.6 billion adjusted EBITDA, $825 million adjusted net income and adjusted EPS of about $0.60.
HUTTON GEORGE THOMPSON reported acquisition or exercise transactions in this Form 4 filing.
SoFi Technologies, Inc. director George Thompson Hutton received a grant of 13,993 restricted stock units (RSUs) on July 14, 2026. Each RSU is a contingent right to receive one share of common stock for no consideration, vesting at the earlier of the next annual shareholder meeting after that date or 12 months after it.
Ruzwana Bashir reported acquisition or exercise transactions in this Form 4 filing.
SoFi Technologies, Inc. director Ruzwana Bashir received a grant of 13,993 restricted stock units (RSUs) on July 14, 2026. Each RSU represents a contingent right to receive one share of common stock for no consideration, vesting at the earlier of the next annual shareholder meeting after that date or the 12‑month anniversary of the Vesting Commencement Date. Following this award, Bashir directly holds 13,993 RSUs.
Borden William A. reported acquisition or exercise transactions in this Form 4 filing.
SoFi Technologies, Inc. reported that director William A. Borden received a grant of 13,993 restricted stock units (RSUs) on July 14, 2026. Each RSU is a contingent right to receive one share of common stock for no consideration and will vest at the earlier of the next annual shareholder meeting after July 14, 2026 or the 12 month anniversary of the Vesting Commencement Date. Following this award, Borden directly holds 13,993 RSUs representing the same number of underlying common shares.