---
schema_version: "secwatch.filing_event.v1"
accession: "0001140361-26-035826"
form_type: "8-K"
ticker: "WAFD"
cik: "0000936528"
company_name: "WAFD INC"
filed_at: "2026-09-08T10:05:37+00:00"
generated_at: "2026-09-08T10:10:16.412796+00:00"
event_type: "m_and_a"
sentiment: "neutral"
materiality_score: 0.95
calibrated_materiality_score: 0.95
confidence: "high"
source: SEC EDGAR
---

# WaFd signs merger with EverBank; EverBank holders to own 59.2% of combined company

## Summary
- Merger agreement signed Sept 6, 2026; WaFd survives, renamed EverBank Financial Corp; EverBank N.A. survives bank merger.
- Exchange: EverBank holders ~59.175% of combined fully diluted shares; ~107.7M new WaFd shares to be issued at closing.
- Governance: 13 directors (7 EverBank, 6 WaFd); Radway Chair, Seibly CEO, Beardall President.
- Closing requires WaFd shareholder approval plus Federal Reserve and OCC approvals; EverBank consent already obtained.
- Beardall employment: $1.116M base salary, 5-yr term; continuity payments $5.025M (Beardall) and $1.93M (Robison).

## SEC filing metadata
- accession: 0001140361-26-035826
- form_type: 8-K
- ticker: WAFD
- cik: 0000936528
- company_name: WAFD INC
- filed_at: 2026-09-08T10:05:37+00:00
- event_type: m_and_a
- sentiment: neutral
- materiality_score: 0.95
- calibrated_materiality_score: 0.95
- confidence: high
- sec_items: 1.01, 3.02, 5.02, 7.01, 9.01
- EDGAR index: https://www.sec.gov/Archives/edgar/data/936528/000114036126035826/0001140361-26-035826-index.htm
- EDGAR primary document: https://www.sec.gov/Archives/edgar/data/936528/000114036126035826/ef20081702_8k.htm

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0001140361-26-035826
- JSON: https://secwatch.observer/filing/0001140361-26-035826.json
- Plain text: https://secwatch.observer/filing/0001140361-26-035826.txt

This AI-assisted summary is a reading aid. Review the linked SEC EDGAR filing before relying on any specific claim.