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Axos Financial, Inc. — Investor Relations & Filings

Ticker · AX ISIN · US05465C2098 LEI · 529900D8M56422GK9O25 US Financial and insurance activities
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Filings indexed 1,547 across all filing types
Latest filing 2024-02-13 Major Shareholding Noti…
Country US United States of America
Listing US AX

About Axos Financial, Inc.

https://investors.axosfinancial.com/cor…

Axos Financial, Inc. is a holding company providing diversified financial services through its principal subsidiaries: Axos Bank, Axos Clearing LLC, and Axos Invest, Inc. Axos Bank offers a full suite of consumer and business banking products nationwide, operating through a low-cost, digital distribution model. Axos Clearing LLC delivers comprehensive securities clearing and custody services to introducing broker-dealers and registered investment advisor (RIA) correspondents, partly through its Axos Advisor Services division. Axos Invest, Inc. provides digital investment advisory services tailored for retail investors. The company integrates technology to offer a broad spectrum of financial solutions across banking, borrowing, and investing for individuals, businesses, and institutions.

Recent filings

Filing Released Lang Actions
SCHEDULE 13G/A
Major Shareholding Notification
2024-02-13 English
8-K
Transaction in Own Shares Classification · 95% confidence The document is a Form 8-K Current Report filed with the SEC, dated February 7, 2024, by Axos Financial, Inc. The key content is the announcement of a new share repurchase authorization program of up to $100 million. It explicitly states this is an authorization for a share repurchase program, which is a capital action involving the company's own shares. There are no financial statements or detailed financial data included, only a description of the repurchase plan and a press release as an exhibit. According to the classification rules, announcements about share repurchase programs fall under 'Transaction in Own Shares' (POS). The document length is 3529 characters, which is short but contains substantive information about the share repurchase authorization, not just a report publication announcement. Therefore, the correct classification is POS with high confidence.
2024-02-12 English
PRIMARY DOCUMENT
Director's Dealing
2024-02-08 English
Regulatory Filings 2024
Regulatory Filings
2024-02-06 English
Regulatory Filings 2024
Regulatory Filings
2024-02-05 English
8-K
Investor Presentation Classification · 95% confidence The document is a Form 8-K Current Report filed with the SEC by Axos Financial, Inc. It includes a Regulation FD Disclosure about an investor presentation to be used starting January 31, 2024. The document states that the presentation is attached as exhibits and will be used in upcoming investor meetings. The text explicitly mentions that the information is not "filed" for certain regulatory purposes and is primarily a disclosure of presentation materials. The document length is 3542 characters, which is relatively short and consistent with an announcement rather than a full report. There are no detailed financial statements or substantive financial data included in the text. The key content is the presentation materials for investors, which aligns with the definition of an Investor Presentation (IP). Therefore, the appropriate classification is Investor Presentation (IP).
2024-01-31 English

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