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. 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 $55.87 per share. After this trade, he directly owns 149,182 shares, consisting of 127,647 shares he beneficially owns and 21,535 shares of restricted stock or restricted stock units that are subject to future vesting. In addition, 3,315 shares are indirectly owned through his spouse’s IRA account.
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.
Triumph Financial, Inc. executive Adam D. Nelson, who serves as EVP and General Counsel, reported selling 3,000 shares of the company’s common stock on 12/18/2025. The shares were sold at a price of $65.18 per share. After this transaction, he beneficially owns a total of 24,832 shares, consisting of 20,768 directly owned shares and 4,064 shares of restricted stock or restricted stock units that are subject to future vesting requirements. The filing was made as a Form 4 for a single reporting person.
A holder has filed a notice of proposed sale of 3,000 shares of common stock through Merrill Lynch on the NASDAQ exchange, with an approximate sale date of 12/18/2025. The filing reports that there were 23,750,000 shares outstanding for this class of stock.
The shares to be sold were acquired as restricted stock and stock bonuses from an individual named Adam Nelson. One block of 2,519 common shares was acquired on 05/01/2022 as a restricted stock bonus, and another 481 common shares were acquired on 02/16/2023 as a stock bonus.
Triumph Financial, Inc. reported that one of its directors made a charitable gift of 5,144 shares of common stock on December 15, 2025. The shares were transferred at a price of $0, reflecting a donation to a 501(c)(3) organization.
After this transaction, the director beneficially owns 127,970 common shares directly, including shares held jointly with a spouse, and an additional 10,000 shares indirectly as trustee of the Charles A. Anderson Exempt Trust.
Triumph Financial, Inc. reported that one of its directors made a charitable gift of 1,657 shares of common stock on December 16, 2025. The transaction was coded as a gift at a reported price of $0, reflecting a transfer to a 501(c)(3) charitable organization.
After this transaction, the director directly owned 9,176 Triumph Financial common shares. The director also directly held 26,500 Depository Shares, with each Depository Share representing a 1/40th interest in a share of the company’s 7.125% Series C Fixed Rate Non-Cumulative Perpetual Preferred Stock.