SoFi Technologies, Inc. — fact timeline

SoFi Technologies, Inc. shareholders approved To ratify the selection of Deloitte & Touche LLP by the Audit Committee of the Board as the independent registered public accounting firm of the Company for its year ending December 31, 2026. at the 2026-06-17 meeting.

“3. Ratification of the Appointment of Deloitte & Touche LLP For Against Abstain 786,593,792 7,043,220 7,803,849 Based on the votes set forth above, the stockholders ratified the selection of Deloitte & Touche LLP as the Company’s independent registered public accounting firm for the year ending December 31, 2026.”

SoFi Technologies, Inc. shareholders approved To approve, on a non-binding advisory basis, the compensation of the Company’s named executive officers. at the 2026-06-17 meeting.

“2. Non-Binding Advisory Vote on Executive Compensation For Against Abstain 367,917,433 20,485,945 2,437,104 Based on the votes set forth above, the stockholders approved, on a non-binding advisory basis, the Company’s executive compensation.”

SoFi Technologies, Inc. shareholders approved To elect ten nominees currently serving as members of the Company’s Board of Directors to serve on the Board for a one-year term expiring at the 2027 annual meeting of stockholders. at the 2026-06-17 meeting.

“1. Election of Directors Nominee For Withheld Broker Non-Votes Anthony Noto 381,201,232 9,639,250 410,600,379 Tom Hutton 320,890,767 69,949,715 410,600,379 Steven Freiberg 383,107,561 7,732,921 410,600,379 Ruzwana Bashir 382,168,202 8,672,280 410,600,379 William Borden 385,729,640 5,110,842 410,600,379 Dana Green 386,213,012 4,627,470 410,600,379 John Hele 385,832,038 5,008,444 410,600,379 Clara Liang 385,170,379 5,670,103 410,600,379 Gary Meltzer 385,985,282 4,855,200 410,600,379 Magdalena Yeşil 385,693,513 5,146,969 410,600,379 Based on the votes set forth above, each director nominee was duly elected to serve until the Company’s annual meeting of stockholders in 2027 and until the election and qualification of his or her successor, or until his or her earlier death, resignation, or removal.”

SoFi Technologies, Inc. reported first quarter ended March 31, 2026 results: revenue Total net revenue $1,100,368, net income Net income 166,731, EPS Earnings per share attributable to common stockholders – diluted $0.12.

“the long-term.” Consolidated Results Summary Three Months Ended March 31, % Change ($ in thousands, except per share amounts) 2026 2025 Consolidated – GAAP Total net revenue $ 1,100,368 $ 771,759 43 % Net income 166,731 71,116 134 % Net income attributable to common stockholders – diluted 167,075 71,455 134 % Earnings per share attributable to common stockholders”

Michael Bingle resigned as director at SoFi Technologies, Inc..

“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.”

Gary Meltzer was appointed as Director at SoFi Technologies, Inc..

“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.”

William Borden was appointed as Director at SoFi Technologies, Inc..

“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.”

SoFi Technologies, Inc. reported the three months ended March 31, 2024 results: revenue $644,995, net income $88,043, EPS $0.08. Guidance raised.

“16% sequentially." Consolidated Results Summary Three Months Ended March 31, % Change ($ in thousands, except per share amounts) 2024 2023 Consolidated – GAAP Total net revenue $ 644,995 $ 472,158 37 % Net income (loss) 88,043 (34,422) n/m Net income (loss) attributable to common stockholders – basic 77,964 (44,390) n/m Net income (loss) attributable to common”

Paul Mayer was appointed as President of SoFi Bank at SoFi Technologies, Inc..

“Mr. Borton's duties and responsibilities as President of SoFi Bank will be assumed by Paul Mayer”

Chad Borton resigned as Executive Vice President and Group Business Unit Leader, Lending & President, SoFi Bank, N.A. at SoFi Technologies, Inc..

“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.”

SoFi Technologies, Inc. incurred convertible notes of $862.5 million with U.S. Bank Trust Company, National Association at 1.25% maturing March 15, 2029.

“On March 8, 2024, SoFi Technologies, Inc. (“SoFi” or the “Company”) closed its previously announced private offering of convertible senior notes due 2029 (the “notes”) in an aggregate principal amount of $862.5 million.”

SoFi Technologies, Inc. entered into Indenture with U.S. Bank Trust Company, National Association (effective 2024-03-08).

“The notes were issued pursuant to, and are governed by, an indenture (the “Indenture”), dated as of March 8, 2024, between the Company and U.S. Bank Trust Company, National Association, as trustee”

Aaron Webster resigned as Executive Vice President, Global Operations, Business Risk and LatAm at SoFi Technologies, Inc..

“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.”

Aaron Webster changed role as Executive Vice President, Global Operations, Business Risk and LatAm at SoFi Technologies, Inc..

“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.”

Arun Pinto was appointed as Chief Risk Officer at SoFi Technologies, Inc..

“On February 7, 2024, Arun Pinto joined SoFi Technologies, Inc. (the “Company”) as Chief Risk Officer, reporting to Anthony Noto, Chief Executive Officer.”

Dana Green was appointed as Director at SoFi Technologies, Inc..

“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.”

SoFi Technologies, Inc. reported the fourth quarter and fiscal year ended December 31, 2023 results: revenue $615 million GAAP Net Revenue, net income $48 million GAAP Net Income, EPS GAAP EPS of $0.02.

“(EX-99.1) --- SOFI TECHNOLOGIES, INC. REPORTS FOURTH QUARTER AND FISCAL YEAR 2023 RESULTS Accelerating Revenue Growth, Expanding Margins and GAAP Profitability Fourth Quarter $615 Million GAAP Net Revenue Up 35% Year-over-Year; $594 Million Adjusted Net Revenue Up 34% Year-over-Year Record Fourth Quarter Adjusted EBITDA of $181 Million Up 159% Year-over-Year, 30%”

Richard Costolo resigned as director at SoFi Technologies, Inc..

“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.”

SoFi Technologies, Inc. updated its three and nine months ended September 30, 2023 guidance (raised).

“On October 30, 2023, SoFi Technologies, Inc. issued a press release reporting its financial results for the three and nine months ended September 30, 2023. A copy of the press release is attached as Exhibit 99.1 and is incorporated herein by reference.”

SoFi Technologies, Inc. reported three months ended June 30, 2023 results: revenue $ 498,018, net income (47,549), EPS (0.06). Guidance raised.

“Total net revenue $ 498,018 $ 362,527 37 % Net loss (47,549) (95,835) (50) % Net loss attributable to common stockholders – basic and diluted (1) (57,628) (105,914) (46) % Loss per share attributable to common stockholders – basic and diluted (0.06) (0.12) (50) %”

SoFi Technologies, Inc. shareholders rejected Approval of an amendment to the Company's Certificate of Incorporation to grant the Board discretionary authority to effect a reverse stock split at the 2023-06-14 meeting.

“4. Approval of an Amendment to the Company's Certificate of Incorporation to Grant the Board the Discretionary Authority to Effect a Reverse Stock Split For Against Abstain 433,761,212 165,284,577 4,681,193 Based on the votes set forth above, the stockholders did not approve an amendment to the Company’s Certificate of Incorporation to give the Board discretionary authority to effect a reverse stock split.”

SoFi Technologies, Inc. shareholders approved Ratification of the appointment of Deloitte & Touche LLP as the independent registered public accounting firm at the 2023-06-14 meeting.

“3. Ratification of the Appointment of Deloitte & Touche LLP For Against Abstain 595,503,864 4,518,419 3,704,699 Based on the votes set forth above, the stockholders ratified the selection of Deloitte & Touche LLP as the Company’s independent registered public accounting firm for the fiscal year ending December 31, 2023.”

SoFi Technologies, Inc. shareholders approved Non-binding advisory vote on the compensation of the Company's named executive officers at the 2023-06-14 meeting.

“2. Non-Binding Advisory Vote on Executive Compensation For Against Abstain 240,886,420 78,502,818 5,105,651 Based on the votes set forth above, the stockholders approved, on a non-binding advisory basis, the Company’s executive compensation.”

SoFi Technologies, Inc. shareholders approved Election of eleven nominees to serve on the Board for a one-year term expiring at the 2024 annual meeting at the 2023-06-14 meeting.

“1. Election of Directors Nominee For Withheld Broker Non-Votes Anthony Noto 318,815,260 5,679,629 279,232,093 Tom Hutton 312,526,049 11,968,840 279,232,093 Steven Freiberg 301,706,444 22,788,445 279,232,093 Ahmed Al-Hammadi 313,744,362 10,750,527 279,232,093 Ruzwana Bashir 312,127,799 12,367,090 279,232,093 Michael Bingle 313,655,777 10,839,112 279,232,093 Richard Costolo 311,947,664 12,547,225 279,232,093 John Hele 316,468,533 8,026,356 279,232,093 Clara Liang 312,833,114 11,661,775 279,232,093 Harvey Schwartz 315,592,530 8,902,359 279,232,093 Magdalena Yeşil 281,149,076 43,345,813 279,232,093 Based on the votes set forth above, each director nominee was duly elected to serve until the Company’s annual meeting of stockholders in 2024 and until the election and qualification of his or her successor, or until his or her earlier death, resignation, or removal.”

SoFi Technologies, Inc. incurred revolving credit of $486 million with Goldman Sachs Bank USA at Term SOFR plus a credit spread adjustment of 0.10% plus an applicable margin of maturing five years from the Closing Date.

“On the Closing Date, the Company was deemed to incur $486 million in borrowings under the Credit Agreement to repay all amounts outstanding under the Existing Credit Agreement.”

SoFi Technologies, Inc. amended Amended and Restated Revolving Credit Agreement with Goldman Sachs Bank USA, as administrative agent, and the lenders and issuing banks party thereto (effective 2023-04-28).

“On April 28, 2023 (the “Closing Date”), SoFi Technologies, Inc. (the “Company”), the lenders party thereto, the issuing banks party thereto and Goldman Sachs Bank USA, as administrative agent, entered into that certain Amended and Restated Revolving Credit Agreement (the “Credit Agreement”), which amends and restates that certain Revolving Credit Agreement, dated as of September 27, 2018 (as amended, supplemented or otherwise modified prior to the date hereof, including pursuant to Amendment No. 1, dated as of March 29, 2022, the “Existing Credit Agreement”), among Social Finance, Inc., the lenders party thereto, the issuing banks party thereto and Goldman Sachs Bank USA, as administrative agent.”

John Hele was appointed as Director at SoFi Technologies, Inc..

“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.”

SoFi Technologies, Inc. reported first quarter ended March 31, 2023 results: revenue $472 Million, net income (34,422), EPS (0.05). Guidance raised.

“"filed". --- EX-99.1 (EX-99.1) --- SOFI TECHNOLOGIES, INC. REPORTS FIRST QUARTER 2023 RESULTS Record GAAP and Adjusted Net Revenue for First Quarter 2023 GAAP Net Revenue of $472 Million Up 43%; $460 Million Adjusted Net Revenue Up 43% Year-over-Year Record Adjusted EBITDA of $76 Million Up 772% Year-over-Year and Up 8% Sequentially New Member Adds of Over”

SoFi Technologies, Inc. reported three months and year ended December 31, 2022 results: revenue $456,679, net income (40,006), EPS (0.05).

“Results Summary Three Months Ended December 31, % Change Year Ended December 31, % Change ($ in thousands) 2022 2021 2022 2021 Consolidated – GAAP Total net revenue $ 456,679 $ 285,608 60 % $ 1,573,535 $ 984,872 60 % Net loss (40,006) (111,012) (64) % (320,407) (483,937) (34) % Loss per share – basic and diluted (0.05) (0.15) (67) % (0.40) (1.00) (60)”

SoFi Technologies, Inc. reported three months ended September 30, 2022 results: revenue $423,985, net income Net loss (74,209), EPS Loss per share – basic and diluted (0.09). Guidance raised.

“Consolidated Results Summary Three Months Ended September 30, % Change ($ in thousands) 2022 2021 Consolidated – GAAP Total net revenue $ 423,985 $ 272,006 56 % Net loss (74,209) (30,047) n/m Loss per share – basic and diluted (0.09) (0.05) n/m”

Jennifer Nuckles resigned as Executive Vice President and Group Business Unit Leader — Relay, Lantern, Content, At Work, Partnerships & Protect at SoFi Technologies, Inc..

“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.”

Carlos Medeiros departed as Director at SoFi Technologies, Inc..

“On April 1, 2022 , Mr. Michel Combes and Mr. Carlos Medeiros notified the Board of Directors of SoFi Technologies, Inc. ("SoFi") that they have decided not to stand for re-election as directors of SoFi.”

Michel Combes departed as Director at SoFi Technologies, Inc..

“On April 1, 2022 , Mr. Michel Combes and Mr. Carlos Medeiros notified the Board of Directors of SoFi Technologies, Inc. ("SoFi") that they have decided not to stand for re-election as directors of SoFi.”

Clay Wilkes resigned as Director at SoFi Technologies, Inc..

“On April 5, 2022, Mr. Clay Wilkes notified the Board of Directors of SoFi of his resignation from service as a director of SoFi, effective immediately.”