Extracted from this filing and checked against the source text.
Debt Financings
SEC 8-K Item 2.03/2.04
confidence 0.9
BROADRIDGE FINANCIAL SOLUTIONS, INC. incurred senior notes of $500,000,000 with U.S. Bank Trust Company, National Association at 5.750% per annum maturing May 15, 2036.
- Instrument
- senior notes
- Principal
- $500,000,000
- Counterparty
- U.S. Bank Trust Company, National Association
- Rate
- 5.750% per annum
- Maturity
- May 15, 2036
- Event
- incurrence
Exact text from the filing
Pursuant to the Indenture, on May 15, 2026, the Company issued $500,000,000 aggregate principal amount of Notes.
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Material Agreements
SEC 8-K Item 1.01/1.02
confidence 0.99
BROADRIDGE FINANCIAL SOLUTIONS, INC. entered into Underwriting Agreement with J.P. Morgan Securities LLC, BofA Securities, Inc., Morgan Stanley & Co. LLC and Wells Fargo Securities, LLC valued at $500,000,000 aggregate principal amount of 5.750% Senior Notes due 2036 (effective 2026-05-04).
- Action
- entry
- Agreement
- underwriting
- Counterparty
- J.P. Morgan Securities LLC, BofA Securities, Inc., Morgan Stanley & Co. LLC and Wells Fargo Securities, LLC
- Value
- $500,000,000 aggregate principal amount of 5.750% Senior Notes due 2036
- Effective
- 2026-05-04
Exact text from the filing
As previously announced, on May 4, 2026, Broadridge Financial Solutions, Inc. (the “ Company ”) entered into an underwriting agreement (the “ Underwriting Agreement ”) with J.P. Morgan Securities LLC, BofA Securities, Inc., Morgan Stanley & Co. LLC and Wells Fargo Securities, LLC, as representatives of the underwriters listed therein (the “ Underwriters ”), with respect to the offering and sale in an underwritten public offering (the “ Offering ”) by the Company of $500,000,000 aggregate principal amount of its 5.750% Senior Notes due 2036 (the “ Notes ”).
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Material Agreements
SEC 8-K Item 1.01/1.02
confidence 0.99
BROADRIDGE FINANCIAL SOLUTIONS, INC. entered into Base Indenture with U.S. Bank Trust Company, National Association valued at Issuance of $500,000,000 aggregate principal amount of 5.750% Senior Notes due 2036 (effective 2026-05-15).
- Action
- entry
- Agreement
- notes offering
- Counterparty
- U.S. Bank Trust Company, National Association
- Value
- Issuance of $500,000,000 aggregate principal amount of 5.750% Senior Notes due 2036
- Effective
- 2026-05-15
Exact text from the filing
On May 15, 2026, the Company entered into a base indenture, dated May 15, 2026 (the “ Base Indenture ”), between the Company and U.S. Bank Trust Company, National Association, as trustee (the “ Trustee ”), and a first supplemental indenture to the Base Indenture, dated as of May 15, 2026 (the “ First Supplemental Indenture ”, and the Base Indenture, as so supplemented, the “ Indenture ”), between Company and the Trustee.
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