---
schema_version: "secwatch.filing_event.v1"
accession: "0001818874-25-000049"
form_type: "8-K"
ticker: "SOFI"
cik: "0001818874"
company_name: "SoFi Technologies, Inc."
filed_at: "2025-03-27T23:59:59+00:00"
generated_at: "2026-05-24T04:12:57.994363+00:00"
event_type: "other_material"
sentiment: "neutral"
materiality_score: 0.5
calibrated_materiality_score: 0.5
confidence: "high"
source: SEC EDGAR
---

# SoFi adopts PSU award forms for CEO/CFO and senior employees tied to tangible book growth

## Summary
- Board approved two PSU award forms under the 2021 Plan: one for CEO/CFO, one for senior employees.
- PSUs vest based on Absolute Growth in Tangible Book Value over 3-year period, 0-150% of target.
- Vesting subject to TSR Performance Multiplier (0-150%) vs Nasdaq Composite; capped if absolute TSR negative.
- 100% forfeiture if Total Risk Weighted Capital Ratio falls below 10.5% during performance period.
- CEO/CFO form provides for vesting at higher of actual or target upon qualifying termination; senior employee form uses actual TSR.

## SEC filing metadata
- accession: 0001818874-25-000049
- form_type: 8-K
- ticker: SOFI
- cik: 0001818874
- company_name: SoFi Technologies, Inc.
- filed_at: 2025-03-27T23:59:59+00:00
- event_type: other_material
- sentiment: neutral
- materiality_score: 0.5
- calibrated_materiality_score: 0.5
- confidence: high
- sec_items: 5.02, 9.01
- EDGAR index: https://www.sec.gov/Archives/edgar/data/1818874/000181887425000049/0001818874-25-000049-index.htm
- EDGAR primary document: https://www.sec.gov/Archives/edgar/data/1818874/000181887425000049/sofi-20250321.htm

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0001818874-25-000049
- JSON: https://secwatch.observer/filing/0001818874-25-000049.json
- Plain text: https://secwatch.observer/filing/0001818874-25-000049.txt

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