Triumph Financial, Inc. filings document a public financial and technology company with common stock and Series C preferred stock registered for exchange trading. Form 8-K reports cover quarterly operating results furnished with shareholder letters, non-GAAP reconciliations and forward-looking risk language tied to the company’s freight payments, factoring, banking and intelligence business.
Other filings disclose capital-structure actions, including preferred stock dividend declarations and common stock repurchase authorization. Proxy materials and annual meeting reports cover director elections, advisory executive-compensation votes and shareholder voting results, while company event filings also document TBK Bank credit exposure and collateral matters when they affect reported public-company disclosures.
Triumph Financial, Inc. (TFIN) has a Rule 144 notice for a proposed sale of 27,383 common shares by Aaron P. Graft, its Director / President / CEO, and Kimberly Graft jointly. The shares have a listed aggregate market value of $1,777,156.7.
The notice lists 15,500 shares acquired as compensation on May 1, 2026, and 11,883 shares acquired through an option exercise on November 5, 2026. J.P. Morgan Securities LLC is listed as broker and signed as agent and attorney-in-fact.
Triumph Financial, Inc. reported third-quarter 2026 net income of $13.4 million, versus $1.7 million a year earlier; net interest income was $103.1 million versus $87.8 million. Nine-month net income was $31.2 million versus $6.1 million, and operating cash flow was $76.8 million versus $30.6 million. The 2025 nine-month result included an $11.5 million pretax benefit from a USPS settlement; the settlement had no 2026 pretax impact.
At September 30, 2026, assets were $7.68 billion, loans held for investment were $5.68 billion, and deposits were $6.47 billion. Nonperforming loans and nonperforming factored receivables totaled $150.4 million, versus $57.6 million at December 31, 2025. New discounted-cash-flow models reduced the allowance for credit losses by $1.204 million, recorded as a reduction of credit loss expense for the three and nine months ended September 30, 2026; the models use a four-quarter forecast and four-quarter reversion to historical loss rates.
TBK Bank is agent bank for a $60.5 million floorplan facility with Tricolor Holdings, LLC as lead borrower, and holds approximately $22.5 million. Tricolor and its affiliates filed for Chapter 7 bankruptcy on September 10, 2025. As of September 30, 2026, the bank believed its collateral position adequately secured the balance; other creditors asserted interests in some collateral, which a bankruptcy court may determine. The company said adverse developments could result in losses that might be material.
Triumph Financial, Inc. (TFIN) reported third-quarter 2026 net income available to common stockholders of $12.628 million, versus $907,000 a year earlier; diluted earnings per share were $0.52, versus $0.04. Management said non-recurring items reduced quarterly earnings per share by $0.02.
Transportation revenue was $81.674 million, up 37.8% year over year. Factoring revenue was $56.951 million, up 43.6%, and its operating margin was 42.96%, versus 20.71% a year earlier. Payments revenue was $23.535 million, up 27.2%; Payments EBITDA margin was 30.8%, or 39.0% excluding LoadPay. LoadPay revenue was $791,000. Intelligence revenue was $2.360 million, with a negative 50.3% EBITDA margin.
Credit loss expense rose to $5.220 million from $2.736 million in the prior quarter, primarily reflecting commercial real estate exposures and growth in transportation businesses. Nonperforming loans were 2.64% of total loans, compared with 1.65% at June 30, 2026. Management set a 2027 total non-interest expense target of less than $400 million, requiring at least $20 million of efficiencies from the current run rate, and expects fourth-quarter core expense of approximately $100 million.
Triumph Financial, Inc. (TFIN) announced that its board of directors has 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 is equivalent to $0.44525 per depositary share, with each depositary share representing a 1/40 interest in a preferred share.
The dividend is payable on September 30, 2026 to holders of record of the Series C preferred (and corresponding depositary shares) as of the close of business on September 15, 2026. The filing also reiterates standard forward-looking statement cautions and refers investors to Triumph Financial’s Form 10-K filed on February 11, 2026 for a detailed discussion of risk factors.
Triumph Financial, Inc. (TFIN) executive Edward Joseph Schreyer, EVP and Chief Operating Officer, reported selling 2,900 shares of common stock on 2026-08-20 in an open-market or private transaction at a weighted average price of $73.75 per share, under a Rule 10b5-1 trading plan. After this sale, Schreyer reports beneficial ownership of 15,534 shares, consisting of 3,534 shares of common stock and 12,000 restricted shares or RSUs subject to future vesting.
Triumph Financial, Inc. (TFIN) is the issuer for a notice of proposed sale of common stock under Rule 144 filed for the account of officer Edward Joseph Schreyer. The notice covers 2,900 shares of common stock, with an aggregate market value listed as $213,498.00. A separate section notes that 2,900 common shares were sold during the past three months for $193,430.87. UBS Financial Services Inc. signed as attorney-in-fact for Edward Schreyer.
Kayne Anderson Rudnick Investment Management, LLC reported beneficial ownership of 1,423,285 shares of Triumph Financial, Inc. common stock, representing 6.0% of the class as of June 30, 2026. The firm has sole voting power over 717,518 shares and shared voting power over 663,105 shares.
Kayne Anderson Rudnick holds sole dispositive power over 760,180 shares and shared dispositive power over 663,105 shares. This filing, signed by the Chief Compliance Officer on August 13, 2026, updates the firm’s significant institutional ownership position in Triumph Financial.
Triumph Financial, Inc. executive Nelson Adam D, EVP and General Counsel, sold 3,750 shares of common stock on August 4, 2026 at $79.05 per share in a sale described as an open-market or private transaction. After this trade, he holds 23,755 shares, consisting of 19,294 shares beneficially owned and 4,461 restricted shares or restricted stock units subject to future vesting requirements. The transaction was not reported as made under a Rule 10b5-1 trading plan.
Vanguard Capital Management LLC, together with certain affiliates, reports beneficial ownership of 1,194,592 shares of Triumph Financial Inc common stock on a Schedule 13G. This represents 5.01% of the class as of June 30, 2026.
Vanguard has sole voting power over 174,973 shares and sole dispositive power over 1,194,592 shares, with no shared voting or dispositive power. The holdings include securities owned by Vanguard funds and managed accounts over which Vanguard or its listed affiliates exercise voting and/or dispositive authority. Vanguard and these accounts have the right to receive dividends and sale proceeds, but no other single person’s interest exceeds 5% of the class.