Highest-materiality recent filing
SoFi Q2 2026: Record net revenue $1.2B, net income $157M, raises FY guidance
GAAP net revenue $1.22B (+43% YoY); net income $157M (+61% YoY); diluted EPS $0.12.
SoFi shareholders elect all 10 director nominees, approve say-on-pay and auditor
All 10 director nominees elected with at least 320M votes for; no nominee received less than 82% of votes cast.
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.
SoFi issues 72.6M shares to settle debt exchange agreements in March 2024
Issued 72,621,879 shares on March 25-26, 2024 to settle exchange agreements with holders of 2026 notes.
SoFi EVP & President of SoFi Bank Chad Borton resigns; Paul Mayer to assume bank presidency
Chad Borton (EVP, Group Business Unit Leader, Lending & President of SoFi Bank) resigns effective April 12, 2024.
SoFi exchanges $600M zero-coupon notes for equity; issues new 1.25% notes due 2029
Exchanged $600M of 0% convertible notes due 2026 for 72.6M shares of common stock, settled March 25-26, 2024.
SoFi closes $862.5M convertible notes offering at 1.25%, exchanges $600M of 2026 notes
Issued $862.5M in 1.25% convertible senior notes due 2029; net proceeds ~$845.3M.
SoFi EVP Aaron Webster resigns effective March 15, 2024; duties reassigned
Aaron Webster, EVP Global Operations, Business Risk and LatAm, resigns effective March 15, 2024.
SoFi prices $750M convertible notes due 2029 at 1.25%; exchange of $600M 2026 notes for stock
SoFi priced $750M of 1.25% convertible senior notes due 2029; initial purchasers can buy up to an additional $112.5M.
SoFi announces $750M convertible notes offering due 2029; exchanges $600M of 2026 notes
$750M convertible senior notes due 2029 offered privately; underwriters granted option for additional $112.5M.
SoFi appoints Arun Pinto as Chief Risk Officer; Aaron Webster shifts to EVP Global Operations
Arun Pinto joined SoFi as Chief Risk Officer on Feb 7, 2024, reporting to CEO Anthony Noto.
SoFi appoints Dana Green, former NY Fed bank supervisor, to board of directors
Dana Green, 58, appointed to SoFi's board effective Jan 25, 2024, term expiring at 2024 annual meeting.
SoFi Q4 GAAP net income $48M, revenue up 35% YoY to $615M
Q4 GAAP net income $47.9M ($0.02 diluted EPS) vs loss of $40.0M year ago; FY net loss $300.7M.
Director Richard Costolo resigns from SoFi board effective Dec 20, 2023
Richard Costolo notified SoFi board of resignation on Dec 9, 2023, effective Dec 20, 2023.
SoFi Q3 2023: adjusted net revenue $531M (+27% YoY), record adj. EBITDA $98M, raises FY guidance
GAAP net revenue $537M (+27% YoY); GAAP EPS loss $0.29 includes $247M goodwill impairment; ex-impairment EPS loss $0.03.
SoFi Q2 record revenue $498M (+37% YoY); adjusted EBITDA $77M (+278% YoY); guidance raised
GAAP net revenue $498M (+37% YoY); adjusted net revenue $489M (+37% YoY).
SoFi shareholders reject reverse stock split proposal at 2023 annual meeting
All 11 director nominees elected; Anthony Noto received 318.8M votes for.
Amended and restated revolving credit agreement with $550M capacity; $100M available for letters of credit.
SoFi Q1 record adj. net revenue $460M (+43% YoY); raises full-year guidance
GAAP net revenue $472M (+43% YoY); adjusted net revenue $460M (+43% YoY).
SoFi confirms no assets at Silicon Valley Bank; $40M lending facility unaffected
SoFi does not hold any assets or deposits with Silicon Valley Bank.
SoFi Q4 revenue $457M (+60% YoY), net loss improves 64%, record adj. EBITDA $70M
Q4 GAAP net revenue $456.7M (+60% YoY); adjusted net revenue $443.4M (+58%).
Received letter from four Democratic senators requesting info on digital asset activities.
SoFi Q3 GAAP revenue $424M (+56% YoY), adj. EBITDA record $44M, raised FY guidance
Q3 GAAP net revenue $424M, up 56% YoY; adjusted net revenue $419M, up 51%.
SoFi EVP Jennifer Nuckles resigns effective Oct 7, duties reassigned
Jennifer Nuckles, EVP and Group Business Unit Leader for Relay, Lantern, Content, At Work, Partnerships & Protect, resigns effective Oct 7, 2022.
SoFi Q2 revenue record $363M GAAP (+57% YoY); raises FY 2022 guidance
GAAP net revenue $363M, up 57% YoY; adjusted net revenue $356M, up 50% YoY.
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.
Mr. Borton's duties and responsibilities as President of SoFi Bank will be assumed by Paul Mayer
Mr. Chad Borton, Executive Vice President and Group Business Unit Leader, Lending & President, SoFi Bank, N.A., provided notice of his intention to resign from his positions with SoFi Technologies, Inc. (the "Company") and SoFi Bank, N.A. ("SoFi Bank"), effective April 12, 2024.
On March 6, 2024, Mr. Aaron Webster, Executive Vice President, Global Operations, Business Risk and LatAm, provided notice of his intention to resign from his position with the Company, effective March 15, 2024.
On February 7, 2024, Arun Pinto joined SoFi Technologies, Inc. (the “Company”) as Chief Risk Officer, reporting to Anthony Noto, Chief Executive Officer.
Aaron Webster, the former Chief Risk Officer and a named executive officer, will remain in charge of the Company’s operations and business risk functions and Latin America operations and will continue to report to Mr. Noto with the new title of Executive Vice President, Global Operations, Business Risk and LatAm.
On January 25, 2024, Dana Green was appointed to the SoFi Technologies, Inc. (“SoFi”) board of directors with a term commencing January 25, 2024 and expiring at the 2024 annual meeting of stockholders.
Mr. Richard Costolo notified the Board of Directors of the Company of his resignation from service as a director of the Company, effective December 20, 2023.
On April 27, 2023, John Hele was appointed to the Company's board of directors with a term commencing May 1, 2023 and expiring at the 2023 annual meeting of stockholders where he will be standing for re-election.
Ms. Jennifer Nuckles, Executive Vice President and Group Business Unit Leader — Relay, Lantern, Content, At Work, Partnerships & Protect, provided notice of her intention to resign from her position with the Company, effective October 7, 2022.
Max materiality 0.85 · Median 0.65 · Most common event earnings