A business in context

SOFI research notebook

Read the disclosures. Follow the relationships. Keep the dates in view.

Research JSON

Filing timeline

Download filings CSV

SEC submissions · retrieved 2026-10-22 · 8029 issuers; up to 32 recent company reports and 8 ownership-change filings per issuer

  1. 4 · Ownership change

    Report date 2026-09-21 · 0002032458-26-000028

  2. 4 · Ownership change

    Report date 2026-09-21 · 0001934200-26-000011

  3. 4 · Ownership change

    Report date 2026-09-14 · 0002034857-26-000014

  4. 4 · Ownership change

    Report date 2026-09-14 · 0002032458-26-000026

  5. 4 · Ownership change

    Report date 2026-09-14 · 0002012135-26-000023

  6. 4 · Ownership change

    Report date 2026-09-14 · 0001934200-26-000009

  7. 4 · Ownership change

    Report date 2026-09-14 · 0001864508-26-000008

  8. 4 · Ownership change

    Report date 2026-09-14 · 0001613438-26-000022

  9. 10-Q · Quarterly report

    Report date 2026-06-30 · 0001818874-26-000054

  10. 8-K · Current report

    Report date 2026-07-29 · 0001818874-26-000050 · Items 2.02,9.01

  11. 8-K · Current report

    Report date 2026-06-17 · 0001818874-26-000043 · Items 5.07

  12. 10-Q · Quarterly report

    Report date 2026-03-31 · 0001818874-26-000037

  13. DEF 14A · Proxy statement

    Report date 2026-04-30 · 0001818874-26-000032

  14. 8-K · Current report

    Report date 2026-04-29 · 0001818874-26-000020 · Items 2.02,9.01

  15. 10-K · Annual report

    Report date 2025-12-31 · 0001818874-26-000013

  16. 8-K · Current report

    Report date 2026-01-30 · 0001818874-26-000008 · Items 2.02,9.01

  17. 8-K · Current report

    Report date 2026-01-05 · 0001818874-26-000005 · Items 5.02

  18. 8-K · Current report

    Report date 2026-01-02 · 0001818874-26-000003 · Items 8.01

  19. 8-K · Current report

    Report date 2025-12-04 · 0001818874-25-000232 · Items 8.01,9.01

  20. 8-K · Current report

    Report date 2025-12-04 · 0001818874-25-000225 · Items 8.01,9.01

  21. 8-K · Current report

    Report date 2025-12-02 · 0001818874-25-000222 · Items 5.02

  22. 8-K · Current report

    Report date 2025-11-12 · 0001818874-25-000215 · Items 7.01

  23. 10-Q · Quarterly report

    Report date 2025-09-30 · 0001818874-25-000210

  24. 8-K · Current report

    Report date 2025-10-28 · 0001818874-25-000204 · Items 2.02,9.01

  25. 8-K · Current report

    Report date 2025-08-28 · 0001818874-25-000195 · Items 7.01

  26. 10-Q · Quarterly report

    Report date 2025-06-30 · 0001818874-25-000180

  27. 8-K · Current report

    Report date 2025-07-29 · 0001818874-25-000171 · Items 8.01,9.01

  28. 8-K · Current report

    Report date 2025-07-29 · 0001818874-25-000160 · Items 8.01,9.01

  29. 8-K · Current report

    Report date 2025-07-29 · 0001818874-25-000148 · Items 2.02,9.01

  30. 8-K · Current report

    Report date 2025-05-28 · 0001818874-25-000081 · Items 5.07

  31. 10-Q · Quarterly report

    Report date 2025-03-31 · 0001818874-25-000072

  32. 8-K · Current report

    Report date 2025-04-29 · 0001818874-25-000068 · Items 2.02,9.01

  33. DEF 14A · Proxy statement

    Report date 2025-04-15 · 0001818874-25-000060

  34. 8-K · Current report

    Report date 2025-03-21 · 0001818874-25-000049 · Items 5.02,9.01

  35. 10-K · Annual report

    Report date 2024-12-31 · 0001818874-25-000016

  36. 8-K · Current report

    Report date 2025-01-27 · 0001818874-25-000006 · Items 2.02,9.01

  37. 8-K · Current report

    Report date 2025-01-08 · 0001818874-25-000002 · Items 5.02

  38. 8-K · Current report

    Report date 2024-12-17 · 0001818874-24-000257 · Items 7.01,9.01

  39. 8-K · Current report

    Report date 2024-12-16 · 0001818874-24-000256 · Items 7.01

  40. 10-Q · Quarterly report

    Report date 2024-09-30 · 0001818874-24-000233

Reported insider transactions

Download transactions CSV

SEC insider transactions · retrieved 2026-10-15 · 2026 Q3: filings in this completed quarter; not a live transaction feed

Purchases and sales include open-market or private transactions. Grants, exercises and tax withholding are shown separately. Amendments and joint reports can overlap; rows are not a net-buying score. Prices retain the filing's units; consult its footnotes.

Transaction rows by code · counts, not monetary totals
Purchase: 0 transaction rows0PSale: 4 transaction rows4SGrant / award: 11 transaction rows11AExercise / conversion: 38 transaction rows38MTax / exercise payment: 9 transaction rows9FGift: 0 transaction rows0G
P · PurchaseS · SaleA · Grant / awardM · Exercise / conversionF · Tax / exercise paymentG · Gift

62 matching transaction rows. Showing 51 to 62.

Transaction / filedReporting ownerTypeSecuritySharesReported price
2026-07-20
2026-07-21
Keough Kelli
10b5-1 checkbox reported
S · Sale
Disposed
Common Stock10954.017.19
2026-07-17
2026-07-27
Meltzer GaryA · Grant / award
Acquired
Restricted Stock Unit
Derivative security
13993.0n/a
2026-07-17
2026-07-27
Freiberg Steven JA · Grant / award
Acquired
Deferred Stock Unit
Derivative security
13993.00.0
2026-07-14
2026-07-27
Green Dana R.A · Grant / award
Acquired
Deferred Stock Unit
Derivative security
13993.00.0
2026-07-14
2026-07-27
Borden William A.A · Grant / award
Acquired
Restricted Stock Unit
Derivative security
13993.0n/a
2026-07-14
2026-07-27
Meltzer GaryA · Grant / award
Acquired
Restricted Stock Unit
Derivative security
13993.0n/a
2026-07-14
2026-07-27
Ruzwana BashirA · Grant / award
Acquired
Restricted Stock Unit
Derivative security
13993.0n/a
2026-07-14
2026-07-27
Liang ClaraA · Grant / award
Acquired
Deferred Stock Unit
Derivative security
13993.00.0
2026-07-14
2026-07-27
Hele John C.R.A · Grant / award
Acquired
Restricted Stock Unit
Derivative security
13993.0n/a
2026-07-14
2026-07-27
Freiberg Steven JA · Grant / award
Acquired
Deferred Stock Unit
Derivative security
13993.00.0
2026-07-14
2026-07-27
YESIL MAGDALENAA · Grant / award
Acquired
Deferred Stock Unit
Derivative security
13993.00.0
2026-07-14
2026-07-27
HUTTON GEORGE THOMPSONA · Grant / award
Acquired
Restricted Stock Unit
Derivative security
13993.0n/a

Identity & relationships

Wikidata structured data · retrieved 2026-10-15 · 1663 unambiguous CIK-linked entities; coverage is incomplete

These are sourced identity and relationship claims, with incomplete coverage. Headquarters locations do not describe sales, assets or operating exposure.

SEC issuer · 0001818874SoFi Technologies, Inc.

No parent relationship is available in this import; this is not proof of independence.

No verified LEI join available.

GLEIF legal entity reference data · retrieved 2026-10-15 · 1199 checked identities; 0 unavailable records

Search names and former names
  • Social Capital Hedosophia Holdings Corp. V · former SEC name · 2020-07-28 to 2021-05-28

Revenue in constant purchasing power

USD revenue expressed in 2026-09 consumer-price dollars. Each annual period uses a CPI-U average weighted by the days in its actual reporting interval. This is a purchasing-power comparison, not a company-specific price or volume measure.

Year endedReported USD revenueCPI-adjusted USD revenue
2024-12-31$2.67B$2.87B
2023-12-31$2.12B$2.35B
2022-12-31$1.57B$1.81B
2021-12-31$984.87M$1.22B
2020-12-31$565.53M$736.25M
2019-12-31$442.66M$583.36M

Bureau of Labor Statistics · retrieved 2026-10-22 · 9 selected series; gaps remain missing

Explore the CPI history ↗