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.
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) 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.
Triumph Financial, Inc., a Dallas-based financial holding company focused on banking, factoring, payments and intelligence services, reported Q2 2026 net income of $11.4 million and basic EPS of $0.44, up from $4.4 million and $0.15 a year earlier. For the first six months of 2026, net income was $17.7 million versus $4.4 million in 2025, as net interest income reached $184.9 million and noninterest income $41.1 million.
Total assets were $7.40 billion at June 30, 2026, with loans held for investment of $5.48 billion and deposits of $6.22 billion, including $3.78 billion of noninterest-bearing balances. Cash and cash equivalents increased to $896.8 million, while Federal Home Loan Bank advances were fully repaid.
The allowance for credit losses on loans was $34.8 million, with nonperforming loans and nonperforming factored receivables of $90.5 million compared with $57.6 million at year-end 2025 and net charge-offs of $3.6 million year-to-date. Notes highlight the $151.7 million 2025 acquisition of Greenscreens AI, Inc., the $47.5 million USPS settlement that lifted 2025 but not 2026 earnings, and a $60.5 million Tricolor floorplan facility where the borrower’s Chapter 7 bankruptcy could lead to collateral-related losses.
Triumph Financial reported Q2 2026 net income available to common stockholders of $10.6 million, or $0.44 per diluted share. Non-core items tied mainly to efficiency initiatives reduced EPS by $0.13 and pretax earnings by $3.8 million. Total assets reached $7.40 billion, loans held for investment $5.48 billion, and deposits $6.22 billion. Return on average assets was 0.63% and net interest margin 6.15%, while non-performing loans were 1.65% of total loans and non-performing assets 1.29% of total assets.
Transportation businesses drove growth: transportation revenue rose 30.9% year over year to $76.5 million. Factoring delivered $20.9 million of pretax operating income, 39.4% operating margin, and $4.12 billion of purchased volume, up 26.2% sequentially. Payments revenue grew 29.4% year over year to $22.3 million with 25.7% EBITDA margin, or 34.0% excluding LoadPay; LoadPay revenue increased 49.2% and accounts exceeded 10,000. Intelligence revenue was $2.39 million with ~85% gross margin but a negative 81.7% EBITDA margin. Management expects core expenses of about $99 million in Q3 and a 2026 exit expense run-rate near $98 million, with potential additional annual-incentive accruals of roughly $6 million for the second half.
Triumph Financial, Inc. announced a routine quarterly cash dividend on its 7.125% Series C Fixed-Rate Non-Cumulative Perpetual Preferred Stock. The board declared a dividend of $17.81 per preferred share, or $0.44525 per depositary share, each representing a 1/40th interest in a preferred share.
The dividend will be paid on June 30, 2026, to holders of record at the close of business on June 15, 2026. The company also reiterates standard forward-looking statement cautions and refers investors to its Form 10-K risk factors for more detail on potential risks to future results.