{"schema_version":"secwatch.filing_event.v1","accession":"0001628280-25-050159","form_type":"8-K","ticker":"AFRM","cik":"0001820953","company_name":"Affirm Holdings, Inc.","filed_at":"2025-11-06T23:59:59+00:00","discovered_at":"2026-05-14T18:02:40.612495+00:00","generated_at":"2026-05-16T23:57:14.135491+00:00","sec_items":["1.01","2.02","3.02","9.01"],"event_type":"other_material","sentiment":"positive","materiality_score":0.7,"calibrated_materiality_score":0.7,"confidence":"low","headline":"Affirm extends Amazon partnership through 2031, amends warrant; Q1 results described as stellar","bullets":["Entered Second Amended and Restated Installment Financing Services Agreement with Amazon, effective Feb 1, 2026, through Jan 2031, with auto-renewal.","Amazon warrant amended: exercise price for future vesting set at $63.06 per share (previously $100.00 for pre-Feb 2026 vesting).","Q1 FY2026 shareholder letter released; described as 'stellar results' but specific financial figures not provided in available excerpt.","Agreement continues availability of Affirm loans on Amazon.com and via Amazon Pay widget on third-party sites."],"urls":{"canonical":"https://secwatch.observer/filing/0001628280-25-050159","json":"https://secwatch.observer/filing/0001628280-25-050159.json","markdown":"https://secwatch.observer/filing/0001628280-25-050159.md","text":"https://secwatch.observer/filing/0001628280-25-050159.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/1820953/000162828025050159/0001628280-25-050159-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1820953/000162828025050159/afrm-20251102.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-05-16T23:57:14.135491+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":"665cf5dea62303d10767ffa475498eec1dcae645","claim":"Affirm Holdings, Inc. issued up to an aggregate of 15,000,000 shares of Class A common stock of warrant to Amazon.com Services LLC.","evidence_excerpt":"On November 2, 2025, in connection with the entry into the Restated Agreement, the Company and Amazon Services entered into a second amendment (the “Second Amendment”) to the amended and restated warrant (as amended, the “Warrant”) to purchase up to an aggregate of 15,000,000 shares of Class A common stock, $0.00001 par value per share (the “Warrant Shares”), of the Company.","evidence_source":"SEC 8-K Item 3.02/3.03","evidence_url":"https://www.sec.gov/Archives/edgar/data/1820953/000162828025050159/0001628280-25-050159-index.htm","confidence":0.9,"family_label":"Equity Issuances","details":[{"label":"Security","value":"warrant"},{"label":"Shares","value":"up to an aggregate of 15,000,000 shares of Class A common stock"},{"label":"Purchaser","value":"Amazon.com Services LLC"}],"fact_type":"equity_issuance"}],"license":"Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer"}