{"schema_version":"secwatch.filing_event.v1","accession":"0001140361-26-021675","form_type":"8-K","ticker":"BR","cik":"0001383312","company_name":"BROADRIDGE FINANCIAL SOLUTIONS, INC.","filed_at":"2026-05-15T20:31:25+00:00","discovered_at":"2026-05-15T20:37:00.401530+00:00","generated_at":"2026-05-15T21:10:02.679729+00:00","sec_items":["1.01","2.03","8.01","9.01"],"event_type":"debt","sentiment":"neutral","materiality_score":0.5,"calibrated_materiality_score":0.5,"confidence":"high","headline":"Broadridge closes $500M 5.750% senior notes due 2036, proceeds to repay 2026 notes","bullets":["Closed $500M aggregate principal of 5.750% senior notes due May 15, 2036, issued under base indenture and first supplemental indenture.","Net proceeds, together with cash on hand, to repay outstanding 3.400% senior notes due 2026.","Notes are unsecured senior obligations, rank equally with other unsecured senior debt; no subsidiary guarantees.","Joint book-running managers: J.P. Morgan, BofA Securities, Morgan Stanley, Wells Fargo.","Interest payable semi-annually on May 15 and Nov 15, starting Nov 15, 2026; make-whole call protection until Feb 15, 2036."],"urls":{"canonical":"https://secwatch.observer/filing/0001140361-26-021675","json":"https://secwatch.observer/filing/0001140361-26-021675.json","markdown":"https://secwatch.observer/filing/0001140361-26-021675.md","text":"https://secwatch.observer/filing/0001140361-26-021675.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/1383312/000114036126021675/0001140361-26-021675-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1383312/000114036126021675/ef20073635_8k.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-05-15T21:10:02.679729+00:00"},"review":{"review_status":"machine_generated","human_reviewed":false,"corrected":false,"correction_note":null,"correction_timestamp":null,"superseded_by":null,"related_filings":[]},"source_grounded_claims":[{"claim_id":"5e35fca92afc4019bc8ef9b57087906a26ab9d05","claim":"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.","evidence_excerpt":"Pursuant to the Indenture, on May 15, 2026, the Company issued $500,000,000 aggregate principal amount of Notes.","evidence_source":"SEC 8-K Item 2.03/2.04","evidence_url":"https://www.sec.gov/Archives/edgar/data/1383312/000114036126021675/0001140361-26-021675-index.htm","confidence":0.9,"family_label":"Debt Financings","details":[{"label":"Instrument","value":"senior notes"},{"label":"Principal","value":"$500,000,000"},{"label":"Counterparty","value":"U.S. Bank Trust Company, National Association"},{"label":"Rate","value":"5.750% per annum"},{"label":"Maturity","value":"May 15, 2036"},{"label":"Event","value":"incurrence"}],"fact_type":"debt_financing"},{"claim_id":"2eef1d39adeb71ed5aa2ba62cd563df4be1b02f1","claim":"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).","evidence_excerpt":"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 ”).","evidence_source":"SEC 8-K Item 1.01/1.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/1383312/000114036126021675/0001140361-26-021675-index.htm","confidence":0.99,"family_label":"Material Agreements","details":[{"label":"Action","value":"entry"},{"label":"Agreement","value":"underwriting"},{"label":"Counterparty","value":"J.P. Morgan Securities LLC, BofA Securities, Inc., Morgan Stanley & Co. LLC and Wells Fargo Securities, LLC"},{"label":"Value","value":"$500,000,000 aggregate principal amount of 5.750% Senior Notes due 2036"},{"label":"Effective","value":"2026-05-04"}],"fact_type":"material_agreement"},{"claim_id":"db1e3b00e0867318f626ac6a5737289c6ceb2358","claim":"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).","evidence_excerpt":"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.","evidence_source":"SEC 8-K Item 1.01/1.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/1383312/000114036126021675/0001140361-26-021675-index.htm","confidence":0.99,"family_label":"Material Agreements","details":[{"label":"Action","value":"entry"},{"label":"Agreement","value":"notes offering"},{"label":"Counterparty","value":"U.S. Bank Trust Company, National Association"},{"label":"Value","value":"Issuance of $500,000,000 aggregate principal amount of 5.750% Senior Notes due 2036"},{"label":"Effective","value":"2026-05-15"}],"fact_type":"material_agreement"}],"license":"Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer"}