{"version":"company-facts.v1","source":"https://secwatch.observer","generated_at":"2026-08-29T06:50:23.324387+00:00","company":{"ticker":"SNUS-PI","cik":811830,"company_name":"Santander Holdings USA, Inc."},"pagination":{"limit":100,"returned":9,"next_cursor":null},"license":"Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer","counterparties":{"contract_counterparty":[{"display_name":"Santander Holdings USA, Inc., Santander Bank, National Association and Webster Bank, National Association","detail":"merger","count":1,"first_seen":"2026-03-31T23:59:59+00:00","last_seen":"2026-03-31T23:59:59+00:00","evidence_fact_ids":[26337]},{"display_name":"Webster Financial Corporation","detail":"merger","count":1,"first_seen":"2026-03-31T23:59:59+00:00","last_seen":"2026-03-31T23:59:59+00:00","evidence_fact_ids":[26336]}]},"facts":[{"fact_type":"material_agreement","fact_key":"4f14baaad904de18dd4c5ab09ed94bd2a74d6985","cik":811830,"ticker":"SNUS-PI","company_name":"Santander Holdings USA, Inc.","filed_at":"2026-03-31T23:59:59+00:00","payload":{"action":"entry","agreement_name":"Agreement and Plan of Merger","agreement_type":"merger","counterparty":"Santander Holdings USA, Inc., Santander Bank, National Association and Webster Bank, National Association","effective_date":"2026-03-30","item_codes_triggered":["1.01"],"value_text":null},"claim":"Santander Holdings USA, Inc. entered into Agreement and Plan of Merger with Santander Holdings USA, Inc., Santander Bank, National Association and Webster Bank, National Association (effective 2026-03-30).","evidence_excerpt":"On March 30, 2026, SHUSA, SBNA and WBNA entered into an Agreement and Plan of Merger to provide for the WBNA Contribution and the Bank Merger (the “ Agreement and Plan of Merger ”).","confidence":0.9,"filing_url":"https://secwatch.observer/filing/0000950103-26-005096","anchor_url":"https://secwatch.observer/filing/0000950103-26-005096#claim-4f14baaad904de18dd4c5ab09ed94bd2a74d6985","edgar_index_url":"https://www.sec.gov/Archives/edgar/data/811830/000095010326005096/0000950103-26-005096-index.htm"},{"fact_type":"material_agreement","fact_key":"36a7657598367b5dec8a8cf460302a02f04047bc","cik":811830,"ticker":"SNUS-PI","company_name":"Santander Holdings USA, Inc.","filed_at":"2026-03-31T23:59:59+00:00","payload":{"action":"entry","agreement_name":"Transaction Agreement","agreement_type":"merger","counterparty":"Webster Financial Corporation","effective_date":"2026-02-03","item_codes_triggered":["1.01"],"value_text":null},"claim":"Santander Holdings USA, Inc. entered into Transaction Agreement with Webster Financial Corporation (effective 2026-02-03).","evidence_excerpt":"On February 3, 2026, Banco Santander, S.A., a Spanish sociedad anónima (“ Banco Santander ”), which owns all of the outstanding shares of capital stock of Santander Holdings USA, Inc. (“ SHUSA ” and, together with Banco Santander and its affiliates, “ Santander ”), entered into a Transaction Agreement (the “ Transaction Agreement ”) with Webster Financial Corporation, a Delaware corporation (“ Webster ”), which owns all of the outstanding shares of capital stock of Webster Bank, National Association (“ WBNA ”), and a wholly-owned subsidiary of Webster incorporated in the State of Virginia ( “ Webster Virginia ”).","confidence":0.9,"filing_url":"https://secwatch.observer/filing/0000950103-26-005096","anchor_url":"https://secwatch.observer/filing/0000950103-26-005096#claim-36a7657598367b5dec8a8cf460302a02f04047bc","edgar_index_url":"https://www.sec.gov/Archives/edgar/data/811830/000095010326005096/0000950103-26-005096-index.htm"},{"fact_type":"earnings_release","fact_key":"13db838e6c21060aa8cba0106603c58fbccfd4ce","cik":811830,"ticker":"SNUS-PI","company_name":"Santander Holdings USA, Inc.","filed_at":"2026-03-06T23:59:59+00:00","payload":{"eps_text":null,"guidance_signal":"none","item_codes_triggered":["2.02"],"net_income_text":null,"period_text":"Fourth Quarter 2025","report_date":"2026-03-06","result_type":"reported_results","revenue_text":null},"claim":"Santander Holdings USA, Inc. reported financial results for Fourth Quarter 2025.","evidence_excerpt":"SANTANDER HOLDINGS USA, INC. Fourth Quarter 2025 Fixed Income Investor Presentation","confidence":0.9,"filing_url":"https://secwatch.observer/filing/0000811830-26-000008","anchor_url":"https://secwatch.observer/filing/0000811830-26-000008#claim-13db838e6c21060aa8cba0106603c58fbccfd4ce","edgar_index_url":"https://www.sec.gov/Archives/edgar/data/811830/000081183026000008/0000811830-26-000008-index.htm"},{"fact_type":"earnings_release","fact_key":"916cd0bce6a8542ad544eda8900eda3643d69808","cik":811830,"ticker":"SNUS-PI","company_name":"Santander Holdings USA, Inc.","filed_at":"2024-05-07T23:59:59+00:00","payload":{"eps_text":null,"guidance_signal":"none","item_codes_triggered":["2.02"],"net_income_text":null,"period_text":"First Quarter 2024","report_date":"2024-05-06","result_type":"reported_results","revenue_text":"$1.2 billion"},"claim":"Santander Holdings USA, Inc. reported First Quarter 2024 results: revenue $1.2 billion.","evidence_excerpt":"a1q24shusafixedincomepre 1 May 6, 2024 SANTANDER HOLDINGS USA, INC. First Quarter 2024 Fixed Income Investor Presentation 2 This presentation of Santander Holdings USA, Inc. (“SHUSA”) contains","confidence":0.7,"filing_url":"https://secwatch.observer/filing/0000811830-24-000025","anchor_url":"https://secwatch.observer/filing/0000811830-24-000025#claim-916cd0bce6a8542ad544eda8900eda3643d69808","edgar_index_url":"https://www.sec.gov/Archives/edgar/data/811830/000081183024000025/0000811830-24-000025-index.htm"},{"fact_type":"governance_change","fact_key":"246d1f6475b4ce4bd8487777dc7f7f6a700473f6","cik":811830,"ticker":"SNUS-PI","company_name":"Santander Holdings USA, Inc.","filed_at":"2023-12-19T23:59:59+00:00","payload":{"change_type":"charter_amendment","effective_date":"2023-12-19","item_codes_triggered":["5.03"],"summary_text":"Filed Articles of Amendment to add Series G Preferred Stock rights, preferences, and limitations to the Articles of Incorporation."},"claim":"Santander Holdings USA, Inc.: Filed Articles of Amendment to add Series G Preferred Stock rights, preferences, and limitations to the Articles of Incorporation (effective 2023-12-19).","evidence_excerpt":"On December 15, 2023, in connection with the Purchase Agreement, the Company filed Articles of Amendment (the “Amendment”) with the Secretary of State of the Commonwealth of Virginia amending the Company’s existing Articles of Incorporation by adding to Article III the rights, preferences, privileges, qualifications, restrictions and limitations of the Company’s newly created Series G Preferred Stock, consisting of 500,000 authorized shares.","confidence":0.9,"filing_url":"https://secwatch.observer/filing/0001193125-23-298628","anchor_url":"https://secwatch.observer/filing/0001193125-23-298628#claim-246d1f6475b4ce4bd8487777dc7f7f6a700473f6","edgar_index_url":"https://www.sec.gov/Archives/edgar/data/811830/000119312523298628/0001193125-23-298628-index.htm"},{"fact_type":"governance_change","fact_key":"e85d37068355a4ee97071146c147d07e47a9f9cd","cik":811830,"ticker":"SNUS-PI","company_name":"Santander Holdings USA, Inc.","filed_at":"2023-06-15T23:59:59+00:00","payload":{"change_type":"charter_amendment","effective_date":"2023-06-15","item_codes_triggered":["5.03"],"summary_text":"Amended Articles of Incorporation to add rights, preferences, etc. of Series F Preferred Stock"},"claim":"Santander Holdings USA, Inc.: Amended Articles of Incorporation to add rights, preferences, etc. of Series F Preferred Stock (effective 2023-06-15).","evidence_excerpt":"On June 13, 2023, in connection with the Purchase Agreement, the Company filed Articles of Amendment (the “Amendment”) with the Secretary of State of the Commonwealth of Virginia amending the Company’s existing Articles of Incorporation by adding to Article III the rights, preferences, privileges, qualifications, restrictions and limitations of the Company’s newly created Series F Preferred Stock, consisting of 1,000,000 authorized shares. 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The Amended and Restated Articles of Incorporation were accepted on December 19, 2022, and became effective on December 21, 2022.","confidence":0.9,"filing_url":"https://secwatch.observer/filing/0001193125-22-310089","anchor_url":"https://secwatch.observer/filing/0001193125-22-310089#claim-0ae217ea1c159803db4192fe32c7d9d793960361","edgar_index_url":"https://www.sec.gov/Archives/edgar/data/811830/000119312522310089/0001193125-22-310089-index.htm"},{"fact_type":"earnings_release","fact_key":"99314227f0ab81634f4966ea3f0ea9f5f1e64789","cik":811830,"ticker":"SNUS-PI","company_name":"Santander Holdings USA, Inc.","filed_at":"2022-11-15T23:59:59+00:00","payload":{"eps_text":null,"guidance_signal":"none","item_codes_triggered":["2.02"],"net_income_text":"$228","period_text":"3Q22","report_date":null,"result_type":"reported_results","revenue_text":"$1,599"},"claim":"Santander Holdings USA, Inc. reported 3Q22 results: revenue $1,599, net income $228.","evidence_excerpt":"NET INTEREST INCOME (NII) ($M) PRE-TAX INCOME ($M) NET INCOME ATTRIBUTABLE TO SHUSA1,2 ($M) PPNR ($M) 1 Net income includes noncontrolling interest (“NCI”). 2 See Appendix for the consolidating income statement. $1,534 $1,505 $1,480 $1,533 $1,599 3Q21 4Q21 1Q22 2Q22 3Q22 $1,084 $903 $778 $546 $304 3Q21 4Q21 1Q22 2Q22 3Q22 $707 $570 $616 $439 $228 3Q21 4Q21 1Q22 2Q22 3Q22 $1,104 $917 $995 $950 $940 3Q21 4Q21 1Q22 2Q22 3Q22","confidence":0.95,"filing_url":"https://secwatch.observer/filing/0000811830-22-000044","anchor_url":"https://secwatch.observer/filing/0000811830-22-000044#claim-99314227f0ab81634f4966ea3f0ea9f5f1e64789","edgar_index_url":"https://www.sec.gov/Archives/edgar/data/811830/000081183022000044/0000811830-22-000044-index.htm"}]}