Welcome to our dedicated page for Triumph Financial SEC filings (Ticker: TFIN), 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.
The Triumph Financial, Inc. (TFIN) SEC filings page on Stock Titan provides access to the company’s regulatory disclosures as filed with the U.S. Securities and Exchange Commission. Triumph is a Texas-incorporated financial and technology company with a focus on payments, factoring, intelligence and banking for freight transactions, and its filings offer detailed insight into how this business is structured and governed.
Through documents such as Form 8-K, Triumph reports material events, including board decisions on quarterly cash dividends for its 7.125% Series C Fixed-Rate Non-Cumulative Perpetual Preferred Stock, share repurchase authorizations, workforce restructuring initiatives, changes in exchange listings and specific credit situations involving its bank subsidiary, TBK Bank, SSB. These filings also contain forward-looking statement disclosures and discussions of risks related to commercial banking, transportation industry concentration, credit quality, liquidity, competition and regulatory changes.
Filings like Form 25 document the company’s notification of removal from listing and/or registration of its securities on a particular exchange, such as its voluntary withdrawal from The Nasdaq Stock Market LLC in connection with a transfer of listing to the New York Stock Exchange. Other exhibits referenced in Triumph’s filings include shareholder letters and investor presentations that expand on financial results and strategic positioning.
On Stock Titan, users can review Triumph’s SEC reports in one place and use AI-powered summaries to interpret complex sections of 8-Ks and related exhibits. This helps readers quickly understand key points about dividends, capital actions, listing changes, risk factors and operational updates disclosed by Triumph Financial, Inc. over time.
Triumph Financial, Inc. Chief Financial Officer William B. Voss exercised employee stock options for 427 shares of common stock at
After these transactions, he directly owned 12,757 shares, consisting of 7,729 shares and 5,028 restricted shares or restricted stock units subject to future vesting under the company’s 2014 Omnibus Incentive Plan.
Triumph Financial, Inc. has issued its proxy statement for the 2026 Annual Meeting of Shareholders on April 23, 2026 in Dallas, Texas. Shareholders of record as of February 24, 2026 can vote on re-electing nine directors, approving executive pay on an advisory basis, and ratifying Crowe LLP as independent auditor.
The board will shrink from 12 to nine members as three directors’ terms expire, with the remaining nine standing for one-year terms. All but the CEO are deemed independent, and 33% of nominees are women. The company reports 2025 net income to common shareholders of $22.2 million, or $0.93 per share, up from $12.9 million, or $0.54, in 2024, driven by transportation-focused payments and factoring growth, cost controls, and banking profitability.
Executive pay mixes salary with annual incentives tied to earnings and segment metrics, and long-term equity linked to absolute and relative total shareholder return. After 72% support on the 2025 Say-on-Pay vote, Triumph conducted broad shareholder outreach and enhanced disclosure on goal rigor, peer groups, and performance award outcomes.
Triumph Financial, Inc. President and CEO Aaron P. Graft reported an open‑market purchase of 8,949 shares of common stock on February 27, 2026 at a weighted average price of
Triumph Financial, Inc. announced that its board of directors declared a quarterly cash dividend on its 7.125% Series C Fixed-Rate Non-Cumulative Perpetual Preferred Stock. The dividend is $17.81 per preferred share, which equals $0.44525 per depositary share, each representing a 1/40th interest in a preferred share.
The dividend will be paid on March 30, 2026, to holders of record at the close of business on March 15, 2026. These preferred shares trade via depositary shares under the symbol TFIN-PR on the New York Stock Exchange.
Kayne Anderson Rudnick Investment Management, LLC and related entities report significant ownership of Triumph Financial Inc. common stock as of 12/31/2025. Kayne Anderson Rudnick beneficially owns 2,108,278 shares, representing 8.9% of Triumph Financial ordinary shares.
Within this amount, it has sole voting power over 886,223 shares and shared voting power over 1,174,727 shares, with similar sole and shared dispositive powers. Virtus Investment Advisers, LLC reports beneficial ownership of 970,432 shares (4.1%), and Virtus Equity Trust on behalf of Virtus KAR Small-Cap Growth Fund reports 908,659 shares (3.8%), which are included in the higher-level totals. The holders certify the shares are held in the ordinary course of business and not for the purpose of changing or influencing control of Triumph Financial.
Triumph Financial, Inc. presents its annual overview as a specialized financial holding company focused on the U.S. for‑hire trucking ecosystem. As of December 31, 2025, it reports consolidated total assets of $6.381 billion, loans held for investment of $4.991 billion, deposits of $4.950 billion and stockholders’ equity of $941.8 million.
The business runs through four segments: Banking generated 57% of segment revenue, Factoring 31%, Payments 11% and Intelligence 1% for 2025. Factoring net funds employed reached $1.149 billion and purchased $11.699 billion of invoices, while the Payments network processed 33.6 million invoices totaling $40.517 billion.
The Intelligence division was expanded with the acquisitions of Isometric Technologies and Greenscreens AI, adding data and pricing analytics across trucking. The filing also details extensive credit risk management, regulatory capital compliance, diversification away from certain loan products, human‑capital initiatives for 1,450 full‑time equivalent employees and a broad set of risk factors spanning economic, credit, strategic, transportation, regulatory and operational exposures.
Triumph Financial, Inc. filed an 8-K stating it has released its financial results for the quarter ended December 31, 2025 in a shareholder letter dated January 26, 2026. The letter, furnished as Exhibit 99.1, includes non-GAAP financial measures along with tables reconciling them to the most directly comparable GAAP figures. The company also repeats standard cautionary language about forward-looking statements, highlighting risks related to economic conditions, credit quality, integration of acquisitions such as Greenscreens, competition, regulation, technology and cybersecurity, and other factors that could cause actual results to differ from expectations.
AltraVue Capital, LLC has disclosed a significant ownership position in Triumph Financial, Inc. common stock. As of 12/31/2025, AltraVue reports beneficial ownership of 1,515,877 shares, representing 6.38% of the outstanding common shares. It has sole voting power over 990,134 shares, shared voting power over 525,743 shares, and sole dispositive power over all 1,515,877 shares, with no shared dispositive power.
The filer is an investment adviser and certifies that the shares were acquired and are held in the ordinary course of business, not for the purpose of changing or influencing control of Triumph Financial, other than activities solely in connection with a nomination under the specified proxy rule.