secwatch / observer
8-K filed April 23, 2026, 7:59 PM ET ticker AX CIK 0001299709
M&A confidence high sentiment positive materiality 0.75

Axos Bank to acquire $3.2B in IRA deposits from Capital One, subject to regulatory approval

Axos Financial, Inc.

Machine-readable event card

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secwatch.filing_event.v1
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0001299709-26-000027
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8-K
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AX
cik
0001299709
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Axos Financial, Inc.
filed_at
2026-04-23T23:59:59+00:00
discovered_at
2026-05-14T18:02:32.106013+00:00
generated_at
2026-05-15T04:27:28.749494+00:00
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https://www.sec.gov/Archives/edgar/data/1299709/000129970926000027/0001299709-26-000027-index.htm
edgar_primary_document_url
https://www.sec.gov/Archives/edgar/data/1299709/000129970926000027/ax-20260422.htm
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Source-grounded claims

ae6f35ddeea53b949740794cc98da3f8b241e5ff

Axos Financial, Inc. entered into Agreement with Capital One, National Association valued at approximately $3.2 billion (effective 2026-04-22).

On April 22, 2026, Axos Bank (the “Bank”), a subsidiary of Axos Financial, Inc. (the “Registrant”), entered into a purchase and assumption agreement (the “Agreement”) with Capital One, National Association (“Capital One”) to acquire individual retirement accounts (“IRAs”) with an aggregate balance of approximately $3.2 billion deposited into associated savings and certificate of deposit accounts, along with certain assets and liabilities related thereto.

SEC 8-K Item 1.01/1.02 confidence 0.9 SEC evidence

Comparable filings

TACH

Titan Acquisition Corp enters $800M deal to combine with OpenPayd

Titan Acquisition Corp. June 1, 2026, 5:15 PM ET m_and_a Items 1.01, 7.01, 9.01

same fact type: material_agreement same SEC item: 1.01, 9.01 same event type: m_and_a similar materiality

This filing

On April 22, 2026, Axos Bank (the “Bank”), a subsidiary of Axos Financial, Inc. (the “Registrant”), entered into a purchase and assumption agreement (the “Agreement”) with Capital One, National Association (“Capital One”) to acquire individual retirement accounts (“IRAs”) with an aggregate balance of approximately $3.2 billion deposited into associated savings and certificate of deposit accounts, along with certain assets and liabilities related thereto.

Comparable filing

On June 1, 2026, Titan Acquisition Corp, a Cayman Islands exempted company (“Titan”), entered into a Business Combination Agreement (the “Business Combination Agreement”), by and among OpenPayd Global Holdings Limited, a Cayman Islands exempted company (“PubCo”), Titan Acquisition Sponsor Holdco LLC, a Delaware limited liability company (the “Sponsor”), solely in its capacity as the Purchaser Representative, OpenPayd Holdings Limited, a company limited by shares incorporated in England and Wales (“Company”), Ozan Özerk, solely in his capacity as the Company Shareholders Representative, and the shareholders of the Company party thereto (collectively, the “Parties”).

Filing page SEC filing

RPAY

REPAY closes $372M acquisition of KUBRA, funded with new $500M term loan

Repay Holdings Corp June 1, 2026, 4:14 PM ET m_and_a Items 1.01, 2.01, 1.02, 9.01, 2.03, 7.01

same fact type: material_agreement same SEC item: 1.01, 9.01 same event type: m_and_a similar materiality

This filing

On April 22, 2026, Axos Bank (the “Bank”), a subsidiary of Axos Financial, Inc. (the “Registrant”), entered into a purchase and assumption agreement (the “Agreement”) with Capital One, National Association (“Capital One”) to acquire individual retirement accounts (“IRAs”) with an aggregate balance of approximately $3.2 billion deposited into associated savings and certificate of deposit accounts, along with certain assets and liabilities related thereto.

Comparable filing

On June 1, 2026 (the “Closing Date”), Repay Holdings Corporation (the “Company” or “REPAY”), its wholly owned subsidiary, Hawk Parent Holdings LLC, a Delaware limited liability company (the “Borrower”) and certain subsidiaries of the Company party thereto, as guarantors, entered into a Credit Agreement (the “Credit Agreement”) with certain financial institutions party thereto, as lenders, and Truist Bank, as administrative agent.

Filing page SEC filing

UMAC

Unusual Machines signs $52M merger to acquire Upgrade Energy (battery/power systems)

Unusual Machines, Inc. May 11, 2026, 7:59 PM ET m_and_a Items 1.01, 7.01, 9.01

same fact type: material_agreement same SEC item: 1.01, 9.01 same event type: m_and_a similar materiality

This filing

On April 22, 2026, Axos Bank (the “Bank”), a subsidiary of Axos Financial, Inc. (the “Registrant”), entered into a purchase and assumption agreement (the “Agreement”) with Capital One, National Association (“Capital One”) to acquire individual retirement accounts (“IRAs”) with an aggregate balance of approximately $3.2 billion deposited into associated savings and certificate of deposit accounts, along with certain assets and liabilities related thereto.

Comparable filing

On May 7, 2026, Unusual Machines, Inc. (the “Company”), a manufacturer of NDAA-compliant drone components, entered into a $52 million agreement and plan of merger (the “Merger Agreement”), with Upgrade Energy LLC, a newly formed subsidiary of the Company (the “Surviving Company”), DroneNX LLC d/b/a Upgrade Energy (“Upgrade”), and Matthew Barnard as the Member Representative of Upgrade, pursuant to which, the Surviving Company, will acquire all of the property, rights, privileges, licenses, powers and authority of Upgrade in exchange for 1,792,012 shares of Company common stock at $13.9508 per share and $1 million cash at closing with a potential post-closing earn-out payment of up to $26 million in cash, subject to the Surviving Company achieving an annual revenue target of $10 million during a two-year calculation period following the date of the Merger Agreement (with proportional adjustment for the second year).

Filing page SEC filing

SSM

Sono Group exits solar: sells Sono Motors and €10.5M loan to management for €1 each

Sono Group N.V. May 8, 2026, 7:59 PM ET m_and_a Items 2.05, 1.01, 2.01, 8.01, 9.01

same fact type: material_agreement same SEC item: 1.01, 9.01 same event type: m_and_a similar materiality

This filing

On April 22, 2026, Axos Bank (the “Bank”), a subsidiary of Axos Financial, Inc. (the “Registrant”), entered into a purchase and assumption agreement (the “Agreement”) with Capital One, National Association (“Capital One”) to acquire individual retirement accounts (“IRAs”) with an aggregate balance of approximately $3.2 billion deposited into associated savings and certificate of deposit accounts, along with certain assets and liabilities related thereto.

Comparable filing

On May 4, 2026 (the “Signing Date”), the Company entered into a Share Purchase and Transfer Agreement (the “SPA”) with (i) Vorratsla-160 M UG (haftungsbeschränkt), a German limited liability company whose sole shareholder is Denis Azhar, and (ii) Vorratsla-161 M UG (haftungsbeschränkt), a German limited liability company whose sole shareholder is Jan Schiermeister (together, the “Purchasers”), and Sono Motors GmbH, a German limited liability company (“Sono Motors”).

Filing page SEC filing

EWCZ

European Wax Center completes take-private by General Atlantic at $5.80/share; stock delisted

European Wax Center, Inc. May 8, 2026, 7:59 PM ET m_and_a Items 1.01, 1.02, 2.01, 2.03, 3.01, 3.03, 5.02, 5.03, 5.01, 8.01, 9.01

same fact type: material_agreement same SEC item: 1.01, 9.01 same event type: m_and_a similar materiality

This filing

On April 22, 2026, Axos Bank (the “Bank”), a subsidiary of Axos Financial, Inc. (the “Registrant”), entered into a purchase and assumption agreement (the “Agreement”) with Capital One, National Association (“Capital One”) to acquire individual retirement accounts (“IRAs”) with an aggregate balance of approximately $3.2 billion deposited into associated savings and certificate of deposit accounts, along with certain assets and liabilities related thereto.

Comparable filing

As previously disclosed, European Wax Center, Inc., a Delaware corporation (the “ Company ”), entered into an Agreement and Plan of Merger, dated as of February 9, 2026 (the “ Merger Agreement ”), by and among Glow Midco, LLC, a Delaware limited liability company (“ Parent ”), Glow Merger Sub 1, Inc., a Delaware corporation and a wholly owned subsidiary of Parent (“ Merger Sub Inc. ”), Glow Merger Sub 2, LLC, a Delaware limited liability company and a wholly owned subsidiary of Parent (“ Merger Sub LLC ,” and together with Merger Sub Inc., the “ Merger Subs ”) and EWC Ventures, LLC, a Delaware limited liability company (“ Opco ”), pursuant to which (i) Merger Sub Inc. merged with and into the Company (the “ Corporate Merger ”), with the Company surviving the Corporate Merger as the surviving corporation (the “ Surviving Corporation ”) and a wholly owned subsidiary of Parent and (ii) Merger Sub LLC merged with and into Opco, with Opco surviving as the surviving limited liability company

Filing page SEC filing

CTGO

Contango Silver & Gold acquires Lucky Shot for $16.1M; reports high-grade gold intercepts

Contango Silver & Gold Inc. May 8, 2026, 7:59 PM ET m_and_a Items 1.01, 1.02, 2.03, 7.01, 9.01

same fact type: material_agreement same SEC item: 1.01, 9.01 same event type: m_and_a similar materiality

This filing

On April 22, 2026, Axos Bank (the “Bank”), a subsidiary of Axos Financial, Inc. (the “Registrant”), entered into a purchase and assumption agreement (the “Agreement”) with Capital One, National Association (“Capital One”) to acquire individual retirement accounts (“IRAs”) with an aggregate balance of approximately $3.2 billion deposited into associated savings and certificate of deposit accounts, along with certain assets and liabilities related thereto.

Comparable filing

(“Contango” or the “Company”), entered into a purchase and sale agreement (the “Purchase Agreement”) and executed a promissory note (the “Promissory Note”) with Alaska Hardrock Inc. (“AHI”) to acquire 100% ownership of the Company’s Lucky Shot project, located in the Willow Mining District about 75 miles north of Anchorage, Alaska (“Lucky Shot”).

Filing page SEC filing

NHP

National Healthcare Properties to sell 86 outpatient medical facilities for ~$528M

National Healthcare Properties, Inc. May 8, 2026, 7:59 PM ET m_and_a Items 1.01, 9.01

same fact type: material_agreement same SEC item: 1.01, 9.01 same event type: m_and_a similar materiality

This filing

On April 22, 2026, Axos Bank (the “Bank”), a subsidiary of Axos Financial, Inc. (the “Registrant”), entered into a purchase and assumption agreement (the “Agreement”) with Capital One, National Association (“Capital One”) to acquire individual retirement accounts (“IRAs”) with an aggregate balance of approximately $3.2 billion deposited into associated savings and certificate of deposit accounts, along with certain assets and liabilities related thereto.

Comparable filing

On May 4, 2026, National Healthcare Properties, Inc. (the “Company”) and certain of its subsidiaries entered into a definitive purchase and sale agreement (the “PSA”) with an affiliated third party to sell a portfolio of 86 outpatient medical facilities for approximately $528 million

Filing page SEC filing

RMIX

Suncrete acquires Nelson Bros. Ready Mix for $42.3M cash + stock; earnout up to $18M

Suncrete, Inc. May 7, 2026, 7:59 PM ET m_and_a Items 1.01, 2.01, 3.02, 7.01, 9.01

same fact type: material_agreement same SEC item: 1.01, 9.01 same event type: m_and_a similar materiality

This filing

On April 22, 2026, Axos Bank (the “Bank”), a subsidiary of Axos Financial, Inc. (the “Registrant”), entered into a purchase and assumption agreement (the “Agreement”) with Capital One, National Association (“Capital One”) to acquire individual retirement accounts (“IRAs”) with an aggregate balance of approximately $3.2 billion deposited into associated savings and certificate of deposit accounts, along with certain assets and liabilities related thereto.

Comparable filing

On May 6, 2026, Suncrete, Inc., a Delaware corporation (the “Company”), through its subsidiary Hope Concrete, LLC, a Texas limited liability company (“Purchaser”), entered into a Membership Interest Purchase Agreement (the “Purchase Agreement”) and related agreements with the owners of Nelson Bros. Ready Mix, LLC, a Texas limited liability company (the “Target”), to acquire 100% of the ownership interests of Target

Filing page SEC filing

Source: SEC EDGAR
accession 0001299709-26-000027

This headline and bullets were generated automatically by deepseek-v4-flash:cloud@v2 from the public filing. Read the source on SEC.gov before relying on any specific claim. Not investment advice. See methodology for how this pipeline works.