Welcome to our dedicated page for Voya Financial SEC filings (Ticker: VOYA), 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.
Voya Financial, Inc. filings document the company’s financial services operations, segment performance and capital structure. Form 8-K disclosures report quarterly and annual results, investor supplements, Regulation FD updates, Investment Management assets under management by asset type and client category, alternative investment income, share repurchases, and dividend-related securities information.
The company’s SEC record also includes proxy materials covering board matters, executive compensation and shareholder voting, along with debt and equity disclosures such as senior unsecured notes guaranteed by Voya Holdings Inc. and the registered classes of common stock and Series B preferred depositary shares listed on the New York Stock Exchange.
VOYA filing reports a proposed sale of 8,536 common shares via a Form 144 notice. The filing lists 2,661 performance shares and 5,875 restricted stock scheduled with an issuer designation, and shows a broker/dealer Morgan Stanley Smith Barney LLC and an execution date of 02/20/2026.
Voya Financial, Inc. files its annual report describing a diversified, capital-light financial services business focused on workplace retirement, investment management and employee benefits.
As of December 31, 2025, Voya had $1.1 trillion in total assets under management and administration and $6.7 billion in shareholders’ equity excluding AOCI and noncontrolling interests. For 2025, it reported $837 million of income before income taxes and $1,038 million of adjusted operating earnings before income taxes.
The Retirement segment generated $959 million of adjusted operating earnings before income taxes on $796.5 billion of AUM and AUA, while Investment Management earned $226 million (excluding Allianz’s noncontrolling interest) on $360.1 billion of AUM. Employee Benefits produced $152 million of adjusted operating earnings before income taxes with $3.6 billion of in-force premiums and fees and leading positions in stop-loss and supplemental health benefits.
Voya highlights an acquisition of the full-service retirement plan business of OneAmerica Financial, with $50 million cash paid at closing and up to $160 million of contingent consideration, and details extensive U.S. and international regulatory, capital, cybersecurity, privacy and human capital frameworks supporting its operations.
VOYA reported proposed sales (Form 144) of common stock: 3,070 Restricted Stock and 445 Performance Shares, each dated 02/17/2026. The filing lists Morgan Stanley Smith Barney LLC Executive Financial Services as the broker and shows an entry for the NYSE with a filing-related date of 02/20/2026.
Voya Financial, Inc. insider Jacques M. Longerstaey reported equity compensation awards and a related tax withholding transaction. On February 17, 2026, he acquired 6,469 performance stock units and 5,293 restricted stock units at a price of $0.00 per unit as compensation grants.
The performance stock units will vest based on specified performance factors, with common shares deliverable on February 20, 2029 ranging from 0% to 150% of the 6,469 units depending on results. The restricted stock units vest in three equal installments on February 16, 2027, February 15, 2028, and February 20, 2029, and each will convert into one share of common stock upon vesting.
The filing also shows a tax-withholding disposition of 294 restricted stock units at $74.39 per share, described as shares used to satisfy FICA withholding for the reporting person. After this, Longerstaey directly held 4,999 restricted stock units.
Voya Financial executive Heather H. Lavallee reported multiple equity compensation transactions dated February 17, 2026. She acquired 79,664 Performance Stock Units and 65,180 Restricted Stock Units at no cost as part of her compensation program.
Footnotes state the performance stock units vest on February 20, 2029, with actual common shares delivered ranging from 0% to 150% of the units based on performance. The restricted stock units vest in three equal installments in 2027, 2028 and 2029 and convert 1-for-1 into common stock at vesting. She also exercised or converted derivative awards into 15,117 and 41,399 shares of common stock and disposed of 26,990 shares at $74.39 per share to satisfy tax obligations. A deferred savings plan balance of 5,792.38 issuer stock units, representing a right to receive the cash value of common shares upon separation, was also reported.
Voya Financial, Inc. officer Tony D. Oh reported several equity compensation transactions. He received grants of performance stock units and restricted stock units that were awarded as compensation, with no cash paid for the shares delivered upon vesting and conversion.
The performance stock units can deliver between 0% and 150% of the units reported based on achievement of specified performance factors, with delivery scheduled on February 20, 2029. One-third of the restricted stock units will vest on February 16, 2027, one-third on February 15, 2028, and one-third on February 20, 2029, converting into common stock on a one-for-one basis.
Some derivative securities were exercised and converted into common stock, and 1,598 shares of common stock were disposed of at $74.39 per share to satisfy tax obligations through share withholding, leaving directly owned common shares as indicated in the filing.
Voya Financial executive Michael Robert Katz reported multiple equity compensation transactions. On February 17, he received grants of 25,729 performance stock units and 21,051 restricted stock units at no cost, awarded as compensation. The performance stock units can ultimately deliver from 0% to 150% of this figure based on performance through February 20, 2029.
Katz also exercised or converted existing performance and restricted stock units into 3,349 and 9,549 shares of common stock, respectively. To cover tax obligations, 5,911 shares of common stock were disposed of at $74.39 per share through share delivery rather than an open-market sale. The restricted stock units are scheduled to vest in three equal installments in 2027, 2028, and 2029.
Voya Financial officer Trevor Ogle reported multiple equity compensation transactions. On February 17, 2026, he received grants of 19,523 Performance Stock Units and 15,973 Restricted Stock Units as compensation, which vest over time based on award agreements and performance conditions.
On the same date, certain performance and restricted stock units were converted into common shares, including 4,250 and 9,192 common shares delivered at no cash cost to him. Separately, 4,906 common shares were withheld at $74.39 per share to cover tax obligations. Ogle also holds common stock indirectly through automatic contributions to a 401(k) plan.
Voya Financial officer Rachel Tressy reported multiple equity compensation transactions. On February 17, 2026, she acquired 3,435 restricted stock units and 4,199 performance stock units as compensation awards, all at a stated price of $0.00 per unit.
She also exercised or converted existing derivative awards, including restricted and performance stock units, into shares of Voya common stock, increasing her direct common share holdings. In a separate transaction coded "F", she disposed of 1,069 shares of common stock at $74.39 per share to cover tax obligations related to these awards.
Footnotes state that restricted stock units generally convert into common stock on a one-for-one basis upon vesting and that performance stock units vest based on performance factors, with shares deliverable on February 20, 2029 ranging from 0% to 150% of the units granted, depending on actual performance.
Voya Financial insider Thompson Brannigan C reported equity compensation activity involving performance stock units, restricted stock units, and common shares. He received 14,965 performance stock units and 12,244 restricted stock units as compensation awards, with no cash paid for the grants.
Some previously awarded units were converted into common stock through derivative exercises, adding 793 and 4,925 common shares in separate transactions. To cover tax obligations tied to these equity events, 2,661 shares of common stock were disposed of at $74.39 per share. After these transactions, he directly owned 10,796 shares of Voya common stock. Footnotes state that performance unit payouts can range from 0% to 150% of the reported amount based on performance, with vesting dates extending to February 20, 2029, and restricted stock units vesting in three annual installments.