{"filings":[{"id":172059,"accession_number":"0001683168-25-000735","cik":1377167,"company_name":"Financial Gravity Companies, Inc.","ticker":"FGCO","form_type":"8-K/A","filed_at":"2025-02-05T23:59:59+00:00","items":["5.02","9.01"],"status":"ready","headline":"Financial Gravity board member Mark Williams resigns effective Jan 29, 2025","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Mark Williams voluntarily resigned from Financial Gravity's Board of Directors effective January 29, 2025.","No reason for resignation was provided in the letter filed as an exhibit.","This 8-K/A amends the original January 29 filing to include the resignation letter."],"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":0.35,"calibrated_materiality_score":0.35,"market_cap_usd":7726476.0,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":172060,"accession_number":"0001683168-25-000688","cik":1377167,"company_name":"Financial Gravity Companies, Inc.","ticker":"FGCO","form_type":"8-K","filed_at":"2025-02-04T23:59:59+00:00","items":["5.02"],"status":"ready","headline":"Financial Gravity board member Mark Williams resigns effective immediately","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Mark Williams voluntarily resigned from the Board of Directors and all committees on January 29, 2025.","Resignation was not due to any disagreement with the Company on operations, policies, or practices.","No replacement or further board changes announced as of the filing date."],"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,"calibrated_materiality_score":0.6,"market_cap_usd":7726476.0,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":205522,"accession_number":"0001683168-24-006022","cik":1377167,"company_name":"Financial Gravity Companies, Inc.","ticker":"FGCO","form_type":"8-K","filed_at":"2024-08-26T23:59:59+00:00","items":["1.02"],"status":"ready","headline":"Marathon terminates agreements, risks $350k annual revenue from AUM fees","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Marathon Financial Group initiated termination of long-term client account agreements with company's RIA subsidiaries.","The AUM-related fees contributed approx. $350k annually; full reclamation could reduce FY2025 cash flow by that amount.","Company disputes Marathon's right to compete for client AUM and intends to seek enforcement through legal channels."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"negative","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":7726476.0,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":368097,"accession_number":"0001683168-22-002451","cik":1377167,"company_name":"Financial Gravity Companies, Inc.","ticker":"FGCO","form_type":"8-K","filed_at":"2022-04-08T23:59:59+00:00","items":["4.01"],"status":"ready","headline":"Financial Gravity Companies engages Armanino LLP as new independent auditor","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Engaged Armanino LLP as independent registered public accounting firm effective April 7, 2022.","Change in certifying accountant disclosed under Item 4.01 of Form 8-K.","No prior auditor named or disagreements disclosed in the filing."],"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,"calibrated_materiality_score":0.3,"market_cap_usd":7726476.0,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":387427,"accession_number":"0001683168-22-001447","cik":1377167,"company_name":"Financial Gravity Companies, Inc.","ticker":"FGCO","form_type":"8-K","filed_at":"2022-03-04T23:59:59+00:00","items":["4.01","9.01"],"status":"ready","headline":"Auditor Weaver and Tidwell resigns; prior reports included going concern emphasis","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Weaver & Tidwell resigned as certifying accountant effective Feb 25, 2022, citing a business decision.","No disagreements with management on accounting principles or audit scope during 2020/2021 periods.","Weaver's audit reports for FY 2020 and 2021 included going concern emphasis but were otherwise unqualified.","Company provided Weaver with a copy of this disclosure; Weaver's SEC letter is attached as Exhibit 16.1.","No reportable events under Reg S-K Item 304(a)(1)(v) occurred through Dec 31, 2021."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"negative","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":7726476.0,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":424403,"accession_number":"0001683168-21-004288","cik":1377167,"company_name":"Financial Gravity Companies, Inc.","ticker":"FGCO","form_type":"8-K","filed_at":"2021-09-15T23:59:59+00:00","items":["5.02"],"status":"ready","headline":"Financial Gravity CFO Todd Oligino resigns; Gary Nemer appointed as replacement effective Sept 12, 2021","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Todd Oligino resigned as CFO and Treasurer effective September 12, 2021.","Gary Nemer, age 75, appointed CFO and Treasurer, effective same date.","Nemer has over 25 years of finance experience and has handled accounting/finance since May 2020.","Nemer also serves as the company's chief legal officer.","No reason for Oligino's departure was disclosed."],"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,"calibrated_materiality_score":0.4,"market_cap_usd":7726476.0,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":424402,"accession_number":"0001683168-21-003224","cik":1377167,"company_name":"Financial Gravity Companies, Inc.","ticker":"FGCO","form_type":"8-K","filed_at":"2021-08-03T23:59:59+00:00","items":["5.02"],"status":"ready","headline":"CFO and board member Paul Williams resigns; Todd Oligino appointed as CFO and Treasurer","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Paul Williams resigned as Board member, Vice Chairman, CFO, and Treasurer effective July 26, 2021; will serve transition period.","Todd Oligino, age 50, appointed as CFO and Treasurer effective July 26, 2021; over 25 years of accounting experience.","Oligino previously CFO at Altriarch Capital Management; earlier roles at Quadrant Structured Investment Advisers, UBS, and Deloitte.","Oligino is a Certified Public Accountant in Connecticut."],"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,"calibrated_materiality_score":0.5,"market_cap_usd":7726476.0,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null}],"next_cursor":null}