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 executive Kelli Keough reported an open-market sale of company stock under a pre-set trading plan. Keough sold 9,755 shares of SoFi Technologies common stock at a weighted average price of $18.8742 per share, executed in multiple trades within a price range of $18.57 to $19.12 per share.
After this planned sale, Keough directly holds 293,725 shares of SoFi Technologies common stock. The transaction was completed pursuant to a Rule 10b5-1 trading plan adopted on July 30, 2025, which is designed to systematically sell shares according to pre-arranged instructions.
SoFi Technologies EVP Eric Schuppenhauer reported equity award activity involving restricted stock units (RSUs) and related tax withholding. On February 17, 2026, 55,731 RSUs were settled into 55,731 shares of common stock at a stated price of $0.0000 per share, reflecting a non-cash derivative conversion. Following this, a tax-withholding disposition of 23,083 common shares occurred on February 18, 2026 at an average price of $19.6220 per share to satisfy tax obligations tied to vesting RSUs; the footnotes state these shares were not issued to the reporting person. After these transactions, Schuppenhauer directly held 284,498.81 shares of common stock and 557,310 RSUs, each RSU representing a contingent right to receive one share upon settlement.
SoFi Technologies’ Chief Risk Officer Arun Pinto reported equity compensation activity involving restricted stock units and common shares. On February 17, Pinto exercised 45,389 RSUs, converting them into an equal number of common shares at no cost. On February 18, 25,420 common shares were disposed of to satisfy tax withholding obligations tied to the vesting of stock-settled RSUs, consistent with the footnote that these shares were not issued to him. After these transactions, Pinto directly holds 163,230 shares of common stock.
SOFI proposed sale of 25,420 common shares. The Form 144 lists 25,420 common shares tied to Restricted Stock Vesting with an action date of 02/17/2026. The filing also records that Arun R. Pinto sold 6,569 common shares on 12/16/2025 for $172,492.09.
SoFi Technologies, Inc. presents its annual report describing a digital-first, one-stop financial services platform built around helping members “get your money right.” The company combines lending, financial services and a technology platform to let members borrow, save, spend, invest, protect and manage finances in a single app.
SoFi operates through three segments: a Lending segment offering personal, student and home loans with end-to-end digital origination and servicing; a Technology Platform segment providing core banking and API-based infrastructure to financial and non-financial enterprises; and a Financial Services segment that includes SoFi Checking and Savings, SoFi Invest, credit cards, SoFi Relay, Lantern, SoFi Protect, SoFi Travel and SoFi At Work.
SoFi is a bank holding company, owning SoFi Bank, a nationally chartered bank that uses deposits to fund loans and support growth while providing FDIC-insured accounts and an insured deposit program offering expanded coverage. The filing highlights extensive U.S. regulatory oversight, including the BHCA, CRA, Durbin Amendment, Volcker Rule, capital and safety-and-soundness standards, consumer protection laws and anti-money-laundering rules. In 2025 SoFi also launched SoFi Crypto, a new digital asset trading platform integrated with SoFi Bank and existing products, designed to operate within its current regulatory framework and accompanied by risk disclosures and educational content.
SoFi Technologies’ General Counsel Robert S. Lavet reported an equity award in the form of restricted stock units. On February 9, 2026, he acquired 144,229 RSUs at a price of $0 per unit, held as a direct beneficial owner.
Each RSU represents a contingent right to receive one share of SoFi Technologies common stock upon settlement for no consideration. The award will vest in four equal installments of 25% each on March 14, 2026, June 14, 2026, September 14, 2026, and December 14, 2026, conditioned on his continued service through each vesting date.
SoFi Technologies director Steven J. Freiberg exercised stock options for 250,000 shares of common stock at an exercise price of $7.33 per share on February 6, 2026. He then sold 94,225 shares of common stock at $20.31 per share to cover the cost of the option exercise, withholding taxes, and related broker fees and commissions.
After these transactions, Freiberg directly owned 588,849 shares of SoFi common stock and held 63,704 stock options following the partial option exercise.
SoFi Technologies’ General Counsel, Robert S. Lavet, reported an indirect purchase of company stock through a trust. On February 6, 2026, the Robert S. Lavet Trust bought 5,000 shares of SoFi common stock at $21.044 per share in an open-market transaction.
After this purchase, the trust held 17,172 SoFi shares beneficially associated with Lavet, who serves as both a beneficiary and trustee of the Robert S. Lavet Trust.
SoFi Technologies has filed a Form 144 notice for a potential insider sale of common stock. The filing covers a proposed sale of 94,225 common shares through Fidelity Brokerage Services LLC on NASDAQ, with an aggregate market value of 1913709.75.
The seller acquired these shares on 02/06/2026 by exercising stock options that were originally granted on 06/01/2017, paying cash for the exercise. The notice states that the person for whose account the shares may be sold does not know of any undisclosed material adverse information about SoFi’s operations.