secwatch / observer

Santander Holdings USA, Inc. — fact timeline

Source-grounded facts extracted from Santander Holdings USA, Inc.'s SEC 8-K filings across all families, newest first. Each cites a verbatim SEC excerpt.

SNUS-PI Santander Holdings USA, Inc. JSON
Material Agreements

Santander Holdings USA, Inc. entered into Agreement and Plan of Merger with Santander Holdings USA, Inc., Santander Bank, National Association and Webster Bank, National Association (effective 2026-03-30).

“On March 30, 2026, SHUSA, SBNA and WBNA entered into an Agreement and Plan of Merger to provide for the WBNA Contribution and the Bank Merger (the “ Agreement and Plan of Merger ”).”
Material Agreements

Santander Holdings USA, Inc. entered into Transaction Agreement with Webster Financial Corporation (effective 2026-02-03).

“On February 3, 2026, Banco Santander, S.A., a Spanish sociedad anónima (“ Banco Santander ”), which owns all of the outstanding shares of capital stock of Santander Holdings USA, Inc. (“ SHUSA ” and, together with Banco Santander and its affiliates, “ Santander ”), entered into a Transaction Agreement (the “ Transaction Agreement ”) with Webster Financial Corporation, a Delaware corporation (“ Webster ”), which owns all of the outstanding shares of capital stock of Webster Bank, National Association (“ WBNA ”), and a wholly-owned subsidiary of Webster incorporated in the State of Virginia ( “ Webster Virginia ”).”
Earnings Releases

Santander Holdings USA, Inc. reported financial results for Fourth Quarter 2025.

“SANTANDER HOLDINGS USA, INC. Fourth Quarter 2025 Fixed Income Investor Presentation”
Earnings Releases

Santander Holdings USA, Inc. reported First Quarter 2024 results: revenue $1.2 billion.

“a1q24shusafixedincomepre 1 May 6, 2024 SANTANDER HOLDINGS USA, INC. First Quarter 2024 Fixed Income Investor Presentation 2 This presentation of Santander Holdings USA, Inc. (“SHUSA”) contains”
Governance Changes

Santander Holdings USA, Inc.: Filed Articles of Amendment to add Series G Preferred Stock rights, preferences, and limitations to the Articles of Incorporation (effective 2023-12-19).

“On December 15, 2023, in connection with the Purchase Agreement, the Company filed Articles of Amendment (the “Amendment”) with the Secretary of State of the Commonwealth of Virginia amending the Company’s existing Articles of Incorporation by adding to Article III the rights, preferences, privileges, qualifications, restrictions and limitations of the Company’s newly created Series G Preferred Stock, consisting of 500,000 authorized shares.”
Governance Changes

Santander Holdings USA, Inc.: Amended Articles of Incorporation to add rights, preferences, etc. of Series F Preferred Stock (effective 2023-06-15).

“On June 13, 2023, in connection with the Purchase Agreement, the Company filed Articles of Amendment (the “Amendment”) with the Secretary of State of the Commonwealth of Virginia amending the Company’s existing Articles of Incorporation by adding to Article III the rights, preferences, privileges, qualifications, restrictions and limitations of the Company’s newly created Series F Preferred Stock, consisting of 1,000,000 authorized shares. The Amendment was accepted on June 13, 2023, and became effective on June 15, 2023.”
Earnings Releases

Santander Holdings USA, Inc. reported financial results for Fourth Quarter and Full Year 2022.

“Fourth Quarter and Full Year 2022 Fixed Income Investor Presentation”
Governance Changes

Santander Holdings USA, Inc.: Amended and restated articles of incorporation to establish Series E Preferred Stock and delete references to Series C and D preferred stock (effective 2022-12-21).

“On December 19, 2022, in connection with the Purchase Agreement, the Company filed Articles of Restatement (the “Restatement”) with the Secretary of State of the Commonwealth of Virginia amending and restating the Company’s Articles of Incorporation (the “Amended and Restated Articles of Incorporation”) and establishing the rights, preferences, privileges, qualifications, restrictions and limitations of the Series E Preferred Stock. The Amended and Restated Articles of Incorporation were accepted on December 19, 2022, and became effective on December 21, 2022.”
Earnings Releases

Santander Holdings USA, Inc. reported 3Q22 results: revenue $1,599, net income $228.

“NET INTEREST INCOME (NII) ($M) PRE-TAX INCOME ($M) NET INCOME ATTRIBUTABLE TO SHUSA1,2 ($M) PPNR ($M) 1 Net income includes noncontrolling interest (“NCI”). 2 See Appendix for the consolidating income statement. $1,534 $1,505 $1,480 $1,533 $1,599 3Q21 4Q21 1Q22 2Q22 3Q22 $1,084 $903 $778 $546 $304 3Q21 4Q21 1Q22 2Q22 3Q22 $707 $570 $616 $439 $228 3Q21 4Q21 1Q22 2Q22 3Q22 $1,104 $917 $995 $950 $940 3Q21 4Q21 1Q22 2Q22 3Q22”

Facts are extracted by an LLM and gated to those whose source quote is present verbatim in the filing text. Coverage is best-effort while backfill and monitoring mature; this is not yet a full-market index. See methodology.