Highest-materiality recent filing
SoFi Q1 record net revenue $1.1B, net income $167M, EPS $0.12
Adjusted net revenue up 41% YoY to $1.1B; adjusted EBITDA up 62% to $340M.
SoFi reports record Q4 revenue of $1.025B; adjusted net income up 184% YoY
Q4 GAAP net revenue record $1.025B, up 40% YoY; GAAP net income $173.5M (down 48% YoY).
SoFi's former GC Stephen Simcock to advise through 2026 at $83k/month
Stephen Simcock retired as General Counsel effective Dec 31, 2025; will serve as advisor Jan 5, 2026–Dec 31, 2026.
SoFi Technologies completes sale of 57.8M shares after underwriters exercise over-allotment
Underwriters exercised over-allotment option on Jan 2, 2026, purchasing additional shares at $27.50 per share.
SoFi completes $1.5B common stock offering; 54.5M shares at $27.50
Sold 54,545,454 shares at $27.50 per share; gross proceeds ~$1.5B.
SoFi prices $1.5B common stock offering of 54.5M shares at $27.50 each
Offering of 54,545,454 shares at $27.50/share, gross proceeds ~$1.5B.
SoFi General Counsel Stephen Simcock to retire Dec 31, 2025
Stephen Simcock, SoFi's General Counsel, will retire effective December 31, 2025.
SoFi CFO Lapointe enters prepaid forward contract on 500,000 shares for $11.8M upfront
CFO Christopher Lapointe receives $11,771,830 upfront; contract matures Nov 12, 2027.
SoFi Q3 2025: Record net revenue $962M, net income $139M, raises FY2025 guidance
Record total net revenue $961.6M (+38% YoY); GAAP net income $139.4M ($0.11 diluted EPS) vs $60.7M.
SoFi CEO Noto enters prepaid forward contract on 1.5M shares for $24.1M liquidity
CEO Anthony Noto executed a prepaid variable forward contract on 1,500,000 shares (7% of his beneficial stake, <1% of total outstanding).
SoFi closes $1.72B common stock offering; 82.7M shares at $20.85
Issued 82,733,817 shares of common stock at $20.85 per share including full exercise of underwriters' option.
SoFi prices $1.5B common stock offering at $20.85/share; 71.9M shares sold
Priced 71,942,450 shares at $20.85 each for gross proceeds of ~$1.5B.
SoFi Q2 2025: Record revenue $855M, net income $97M, raises 2025 guidance
Adjusted net revenue up 44% YoY to record $858M; net income $97M vs $17M prior year.
SoFi annual meeting results: all director nominees elected, say-on-pay approved, auditor ratified
All 10 director nominees elected with >300M 'for' votes each; broker non-votes of ~356M.
SoFi Q1 record net revenue $772M, adjusted net revenue +33% YoY, raises 2025 guidance
Record net revenue $772M (GAAP), adjusted net revenue $771M (+33% YoY).
SoFi adopts PSU award forms for CEO/CFO and senior employees tied to tangible book growth
Board approved two PSU award forms under the 2021 Plan: one for CEO/CFO, one for senior employees.
SoFi Q4 net revenue $734M, net income $332M; adjusted net revenue +24% YoY
GAAP net income $332M vs $47.9M YoY; diluted EPS $0.29 vs $0.02 YoY.
SoFi Technologies director Michael Bingle resigns effective Jan 13, 2025
Michael Bingle notified Board of his resignation as director on Jan 8, 2025, effective Jan 13.
SoFi CEO Noto enters prepaid variable forward on 2M shares, receives $22.5M
CEO Anthony Noto entered a prepaid variable forward contract on 2,000,000 shares, receiving $22,463,200 upfront.
SoFi surpasses 10 million members, up ~2.5M in 2024; cumulative milestones
SoFi now serves over 10 million members, adding ~2.5 million new members in 2024 year-to-date.
SoFi Q3 net rev $697M, net income $61M, EPS $0.05; raises FY24 guidance
Total net revenue $697M (+30% YoY); net income $61M vs loss $267M last year.
SoFi reports Q2 net revenue of $599M, net income of $17M; third consecutive GAAP profitable quarter
GAAP net income $17.4M vs loss of $47.5M a year ago; diluted EPS $0.01 vs ($0.06).
SoFi appoints William Borden and Gary Meltzer to board of directors
William Borden, Corporate VP of Worldwide Financial Services at Microsoft, appointed to board.
All 11 board nominees elected with majority support; Anthony Noto received 316M votes for.
SoFi Q1 net income $88M, second straight GAAP profit; adj revenue up 26% YoY
GAAP net income $88M vs loss $34M Q1 2023; diluted EPS $0.02.
SoFi to redeem all Series 1 Preferred Stock on May 29, 2024, saving ~$29.3M in dividends
Will redeem 3,234,000 shares at ~$105.10 per share; aggregate payment ~$339.9M.
On January 8, 2025, Mr. Michael Bingle notified the Board of Directors of the Company of his resignation from service as a director of the Company, effective January 13, 2025.
On June 27, 2024, William Borden and Gary Meltzer were each appointed to the SoFi Technologies, Inc. (“SoFi” or the "Company") board of directors with a term commencing June 27, 2024 and expiring at the 2025 annual meeting of stockholders.
On June 27, 2024, William Borden and Gary Meltzer were each appointed to the SoFi Technologies, Inc. (“SoFi” or the "Company") board of directors with a term commencing June 27, 2024 and expiring at the 2025 annual meeting of stockholders.
Max materiality 0.85 · Median 0.65 · Most common event other_material