{"filings":[{"id":95807,"accession_number":"0001628280-26-032105","cik":1820953,"company_name":"Affirm Holdings, Inc.","ticker":"AFRM","form_type":"8-K","filed_at":"2026-05-07T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Affirm reports FQ3'26 results; specific financial figures unavailable in excerpt","event_type":"earnings","confidence":"low","bullets":["Company issued shareholder letter for fiscal third quarter ended March 31, 2026 as Exhibit 99.1.","Letter states 'outstanding set of results' but no quantitative data is present in the filing excerpt.","Filing includes non-GAAP financial measures and reconciliations as referenced in the letter."],"consensus_eps_estimate":null,"consensus_eps_actual":0.9,"consensus_revenue_estimate":null,"consensus_revenue_actual":3095122000.0,"consensus_period":"2026-Q3","consensus_source":"xbrl_only","sentiment":"neutral","materiality_score":0.5,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":109141,"accession_number":"0001628280-26-005772","cik":1820953,"company_name":"Affirm Holdings, Inc.","ticker":"AFRM","form_type":"8-K","filed_at":"2026-02-05T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Affirm reports Q2 FY2026 results; positive tone but no quantitative data in excerpt","event_type":"earnings","confidence":"low","bullets":["Affirm issued shareholder letter for quarter ended Dec 31, 2025, claiming 'excellent results'.","Filing only includes qualitative commentary; no revenue, EPS, or segment figures provided in the available snippet.","The complete shareholder letter is attached as Exhibit 99.1; investors should refer to the full document for financial details."],"consensus_eps_estimate":null,"consensus_eps_actual":0.6,"consensus_revenue_estimate":null,"consensus_revenue_actual":2056357000.0,"consensus_period":"2026-Q2","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.3,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":109140,"accession_number":"0001628280-26-002442","cik":1820953,"company_name":"Affirm Holdings, Inc.","ticker":"AFRM","form_type":"8-K","filed_at":"2026-01-16T23:59:59+00:00","items":["5.02"],"status":"ready","headline":"Affirm grants 333,667 PSUs to CEO Max Levchin with three-year performance period","event_type":"other_material","confidence":"high","bullets":["Grant of 333,667 PSUs to founder/CEO Max Levchin under Amended 2012 Stock Plan.","Performance measures: growth in revenue less transaction costs (50%) and adjusted operating income (50%).","Three-year performance period starting July 1, 2025; shares earned based on average annual growth vs targets.","Earned PSUs range from 50% (threshold) to 200% (maximum) of grant; vest at end of period subject to continued service.","Follows expiration of prior value creation award granted Jan 2021 with five-year period ending Jan 11, 2026."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.4,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":125628,"accession_number":"0001628280-25-057930","cik":1820953,"company_name":"Affirm Holdings, Inc.","ticker":"AFRM","form_type":"8-K","filed_at":"2025-12-18T23:59:59+00:00","items":["5.07"],"status":"ready","headline":"Affirm shareholders elect three Class II directors, ratify auditor, approve say-on-pay","event_type":"other","confidence":"high","bullets":["Richard Galanti elected with 814M votes for, 0.6M against; Christa Quarles 782M for, 32.7M against; Manolo Sánchez 794M for, 20.5M against.","Deloitte & Touche ratified as independent auditor for FY 2026 with 840M votes for, 178.7K against.","Non-binding advisory vote on named executive officer compensation approved: 788.6M for, 26.2M against.","Quorum achieved with 93.4% of combined voting power present; Class B shares carry 15 votes per share."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.1,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":125627,"accession_number":"0001628280-25-050159","cik":1820953,"company_name":"Affirm Holdings, Inc.","ticker":"AFRM","form_type":"8-K","filed_at":"2025-11-06T23:59:59+00:00","items":["1.01","2.02","3.02","9.01"],"status":"ready","headline":"Affirm extends Amazon partnership through 2031, amends warrant; Q1 results described as stellar","event_type":"other_material","confidence":"low","bullets":["Entered Second Amended and Restated Installment Financing Services Agreement with Amazon, effective Feb 1, 2026, through Jan 2031, with auto-renewal.","Amazon warrant amended: exercise price for future vesting set at $63.06 per share (previously $100.00 for pre-Feb 2026 vesting).","Q1 FY2026 shareholder letter released; described as 'stellar results' but specific financial figures not provided in available excerpt.","Agreement continues availability of Affirm loans on Amazon.com and via Amazon Pay widget on third-party sites."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.7,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":142355,"accession_number":"0001628280-25-042335","cik":1820953,"company_name":"Affirm Holdings, Inc.","ticker":"AFRM","form_type":"8-K","filed_at":"2025-09-22T23:59:59+00:00","items":["5.02"],"status":"ready","headline":"Affirm grants annual equity awards to four execs; CFO O'Hare gets 33,366 RSUs and PSUs","event_type":"other_material","confidence":"high","bullets":["CFO O'Hare receives 33,366 PSUs + 33,366 RSUs; COO Linford, President Michalek each get 44,488 PSUs and RSUs.","PSUs vest based on three-year performance: revenue less transaction costs (50%) and adjusted operating income (50%).","PSU payout ranges from 50% (threshold) to 200% (maximum) of target; RSUs vest quarterly over three years.","Compensation Committee approved grants on September 18, 2025 under the 2012 Stock Plan."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.3,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":142354,"accession_number":"0001820953-25-000078","cik":1820953,"company_name":"Affirm Holdings, Inc.","ticker":"AFRM","form_type":"8-K","filed_at":"2025-08-28T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Affirm Q4 FY2025 shareholder letter cites accelerating GMV growth; full figures not provided","event_type":"earnings","confidence":"low","bullets":["Filing includes shareholder letter for fiscal Q4 ended June 30, 2025.","Letter describes 'tour-de-force quarter' and 'accelerating GMV growth'.","Complete financial data (revenue, EPS, etc.) not present in the provided text excerpt.","Sentiment positive based on qualitative language, but quantitative assessment not possible.","Confidence low due to incomplete exhibit; detailed results not available."],"consensus_eps_estimate":null,"consensus_eps_actual":0.15,"consensus_revenue_estimate":null,"consensus_revenue_actual":3224412000.0,"consensus_period":"2025-FY","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.45,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":160380,"accession_number":"0001820953-25-000064","cik":1820953,"company_name":"Affirm Holdings, Inc.","ticker":"AFRM","form_type":"8-K","filed_at":"2025-06-26T23:59:59+00:00","items":["5.07","8.01","9.01"],"status":"ready","headline":"Affirm stockholders approve reincorporation from Delaware to Nevada, effective July 1, 2025","event_type":"other_material","confidence":"high","bullets":["Approval vote: 675,165,243 for, 124,941,582 against, 608,899 abstain.","Reincorporation effective July 1, 2025 at 12:01 a.m. PT.","No change in business, management, operations, or stock symbol (AFRM).","Each share of Class A and Class B common stock converts 1:1 to Nevada shares.","Stockholder rights will change; details in proxy statement incorporated by reference."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.6,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":160379,"accession_number":"0001820953-25-000061","cik":1820953,"company_name":"Affirm Holdings, Inc.","ticker":"AFRM","form_type":"8-K","filed_at":"2025-06-12T23:59:59+00:00","items":["5.02"],"status":"ready","headline":"Affirm director Keith Rabois resigns; former Costco CFO Richard Galanti appointed to board","event_type":"leadership","confidence":"high","bullets":["Keith Rabois resigned from board effective June 30, 2025; no disagreement with company.","Richard Galanti (retired Costco EVP/CFO) appointed Class II director effective July 1, 2025; joins Compensation Committee.","Galanti to receive $500K RSUs (3-year vest), $200K annual RSU grant, $45K cash retainer, plus committee fees.","Galanti served as Costco CFO for ~39 years (1985-2024) and on Costco board until January 2025."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.5,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null}],"next_cursor":null}