secwatch.observer — SEC 8-K summary
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Issuer:     WAFD INC (WAFD)
CIK:        0000936528
Form:       8-K
Filed at:   2026-09-08T10:05:37+00:00
Accession:  0001140361-26-035826
Event type: m_and_a
Sentiment:  neutral
Materiality: 0.95
Item codes: 1.01, 3.02, 5.02, 7.01, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

WaFd signs merger with EverBank; EverBank holders to own 59.2% of combined company
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- 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).

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/936528/000114036126035826/0001140361-26-035826-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/936528/000114036126035826/ef20081702_8k.htm
  HTML page:      https://secwatch.observer/filing/0001140361-26-035826

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