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SoFi Technologies (SOFI) director gifts 866,208 shares of common stock

Filing Impact
(Neutral)
Filing Sentiment
(Neutral)
Form Type
4

Rhea-AI Filing Summary

SoFi Technologies director Magdalena Yesil reported two bona fide gifts totaling 866,208 shares of Common Stock. Each transaction involved 433,104 shares at an indicated price of $0.00 per share, reflecting that these were gifts rather than market trades.

Following the transactions, 433,104 shares are reported as indirectly owned through The Magdalena Yesil Living Trust, where she is the sole beneficiary and trustee, and her direct holdings are reported as zero. The filing shows no option exercises or open-market purchases or sales, so the activity reflects estate or personal planning rather than trading.

Positive

  • None.

Negative

  • None.
Insider YESIL MAGDALENA
Role null
Type Security Shares Price Value
Gift Common Stock 433,104 $0.00 --
Gift Common Stock 433,104 $0.00 --
Holdings After Transaction: Common Stock — 0 shares (Direct, null); Common Stock — 433,104 shares (Indirect, The Reporting Person is the sole beneficiary and trustee of The Magdalena Yesil Living Trust.)
Footnotes (1)
  1. This transaction involved a gift of securities by the Reporting Person to The Magdalena Yesil Living Trust, of which the Reporting Person is the sole beneficiary and trustee. Disposition price is not applicable as this transaction was a bona fide gift. 433,104 shares indirectly held were previously reported as directly held. This transaction involved a gift of securities by the Reporting Person. Acquisition price is not applicable as this transaction was a bona fide gift.
Total shares gifted 866,208 shares Two bona fide gift transactions on 2026-06-15
Shares per gift 433,104 shares Each of the two reported gift transfers
Gift price per share $0.00 per share Indicated disposition price for both gift transactions
Indirect holdings after transactions 433,104 shares Shares held through The Magdalena Yesil Living Trust after gifts
Direct holdings after transactions 0 shares Directly owned SoFi common stock following reported gifts
Gift transaction count 2 transactions Both coded as bona fide gifts (Code G)
bona fide gift financial
"This transaction involved a gift of securities by the Reporting Person..."
A bona fide gift is a genuine, voluntary transfer of money, property, or benefits from one party to another made without expectation of repayment, services, or hidden conditions. Investors care because such gifts can affect company disclosures, related‑party transaction rules, tax treatment, and perceived conflicts of interest; think of it like someone giving you a present with no strings attached — but on a corporate scale, auditors and regulators need to verify it really is unconditional.
indirectly held financial
"433,104 shares indirectly held were previously reported as directly held."
Living Trust financial
"The Reporting Person is the sole beneficiary and trustee of The Magdalena Yesil Living Trust."
non-derivative financial
"transaction_type": "non-derivative""
Common Stock financial
"security_title": "Common Stock""
Common stock represents ownership shares in a company, giving investors a stake in its success and a say in important decisions through voting rights. It is the most common type of stock traded on markets and can provide income through dividends, as well as potential for value growth. For investors, holding common stock means sharing in the company’s profits and risks.
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Form 4 Insider Transactions: What Each Field Means →
SEC Form 4
FORM 4UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

STATEMENT OF CHANGES IN BENEFICIAL OWNERSHIP

Filed pursuant to Section 16(a) of the Securities Exchange Act of 1934
or Section 30(h) of the Investment Company Act of 1940
OMB APPROVAL
OMB Number:3235-0287
Estimated average burden
hours per response:0.5
Check this box if no longer subject to Section 16. Form 4 or Form 5 obligations may continue. See Instruction 1(b).
Check this box to indicate that a transaction was made pursuant to a contract, instruction or written plan for the purchase or sale of equity securities of the issuer that is intended to satisfy the affirmative defense conditions of Rule 10b5-1(c). See Instruction 10.
1. Name and Address of Reporting Person*
YESIL MAGDALENA
(Last)(First)(Middle)
C/O SOFI TECHNOLOGIES, INC.
234 1ST STREET
(Street)
SAN FRANCISCO CALIFORNIA 94105
(City)(State)(Zip)
UNITED STATES
(Country)		2. Issuer Name and Ticker or Trading Symbol
SoFi Technologies, Inc. [ SOFI ] 		5. Relationship of Reporting Person(s) to Issuer
(Check all applicable)
XDirector10% Owner
Officer (give title below)Other (specify below)
2a. Foreign Trading Symbol
3. Date of Earliest Transaction (Month/Day/Year)
06/15/2026		6. Individual or Joint/Group Filing (Check Applicable Line)
XForm filed by One Reporting Person
Form filed by More than One Reporting Person
4. If Amendment, Date of Original Filed (Month/Day/Year)

Table I - Non-Derivative Securities Acquired, Disposed of, or Beneficially Owned
1. Title of Security (Instr. 3) 2. Transaction Date (Month/Day/Year)2A. Deemed Execution Date, if any (Month/Day/Year)3. Transaction Code (Instr. 8) 4. Securities Acquired (A) or Disposed Of (D) (Instr. 3, 4 and 5) 5. Amount of Securities Beneficially Owned Following Reported Transaction(s) (Instr. 3 and 4) 6. Ownership Form: Direct (D) or Indirect (I) (Instr. 4) 7. Nature of Indirect Beneficial Ownership (Instr. 4)
CodeVAmount(A) or (D)Price
Common Stock06/15/2026G433,104D$0(1)0(2)D
Common Stock06/15/2026G433,104A$0(3)433,104(2)IThe Reporting Person is the sole beneficiary and trustee of The Magdalena Yesil Living Trust.
Table II - Derivative Securities Acquired, Disposed of, or Beneficially Owned
(e.g., puts, calls, warrants, options, convertible securities)
1. Title of Derivative Security (Instr. 3) 2. Conversion or Exercise Price of Derivative Security 3. Transaction Date (Month/Day/Year)3A. Deemed Execution Date, if any (Month/Day/Year)4. Transaction Code (Instr. 8) 5. Number of Derivative Securities Acquired (A) or Disposed of (D) (Instr. 3, 4 and 5) 6. Date Exercisable and Expiration Date (Month/Day/Year)7. Title and Amount of Securities Underlying Derivative Security (Instr. 3 and 4) 8. Price of Derivative Security (Instr. 5) 9. Number of derivative Securities Beneficially Owned Following Reported Transaction(s) (Instr. 4) 10. Ownership Form: Direct (D) or Indirect (I) (Instr. 4) 11. Nature of Indirect Beneficial Ownership (Instr. 4)
CodeV(A)(D)Date ExercisableExpiration DateTitleAmount or Number of Shares
Explanation of Responses:
1. This transaction involved a gift of securities by the Reporting Person to The Magdalena Yesil Living Trust, of which the Reporting Person is the sole beneficiary and trustee. Disposition price is not applicable as this transaction was a bona fide gift.
2. 433,104 shares indirectly held were previously reported as directly held.
3. This transaction involved a gift of securities by the Reporting Person. Acquisition price is not applicable as this transaction was a bona fide gift.
Remarks:
/s/ Sara C. Thompson, Attorney-in-Fact06/17/2026
** Signature of Reporting PersonDate
Reminder: Report on a separate line for each class of securities beneficially owned directly or indirectly.
* If the form is filed by more than one reporting person, see Instruction 4 (b)(v).
** Intentional misstatements or omissions of facts constitute Federal Criminal Violations See 18 U.S.C. 1001 and 15 U.S.C. 78ff(a).
Note: File three copies of this Form, one of which must be manually signed. If space is insufficient, see Instruction 6 for procedure.
Persons who respond to the collection of information contained in this form are not required to respond unless the form displays a currently valid OMB Number.
* Form 4: SEC 1474 (03-26)

Source: View Original Filing on SEC EDGAR

FAQ

What did SoFi (SOFI) director Magdalena Yesil report in this Form 4?

Magdalena Yesil reported two bona fide gifts of SoFi common stock totaling 866,208 shares. These transfers were recorded at $0.00 per share, indicating personal gifting activity rather than open-market trading or option exercises.

How many SoFi (SOFI) shares were transferred by gift in this filing?

The filing shows gifts totaling 866,208 shares of SoFi Common Stock, in two equal transactions of 433,104 shares each. Both are coded as bona fide gifts, indicating no sale proceeds or purchase consideration were involved.

Were any of Magdalena Yesil’s SoFi (SOFI) gifts made through a trust?

Yes. One transaction involved a gift of securities to The Magdalena Yesil Living Trust, where she is the sole beneficiary and trustee. After the transactions, 433,104 shares are reported as indirectly held through this trust structure.

Did the SoFi (SOFI) Form 4 show any open-market buys or sells?

No. Both transactions are coded as “G” for bona fide gifts with a $0.00 per-share value. The filing reports no open-market purchases or sales of SoFi stock, and no derivative exercises or tax-withholding dispositions.

What are Magdalena Yesil’s SoFi (SOFI) holdings after these gifts?

After the reported gifts, the Form 4 shows 433,104 SoFi shares indirectly owned through The Magdalena Yesil Living Trust and zero shares held directly. The filing does not list any remaining derivative positions such as options or warrants.

Why does the SoFi (SOFI) Form 4 mention shares previously reported as directly held?

A footnote explains that 433,104 shares now reported as indirectly held were previously reported as directly held. This clarifies a change in how the shares are categorized, from direct ownership to indirect ownership through a trust vehicle.