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Money Forward, Inc. — Investor Relations & Filings

Ticker · 3994 ISIN · JP3869960009 LEI · 35380017JS3GIGP6WN95 T Telecommunications, computer programming, consultancy, computing infrastructure, and other information service activities
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Filings indexed 79 across all filing types
Latest filing 2024-08-23 M&A Activity
Country JP Japan
Listing T 3994

About Money Forward, Inc.

https://corp.moneyforward.com/en/

Money Forward, Inc. is a financial technology company that develops and provides cloud-based financial solutions for individuals and corporations. For individuals, it offers "Money Forward ME," an automated Personal Financial Management (PFM) service that visualizes household accounts and financial assets. For businesses, the company provides "Money Forward Cloud," a comprehensive suite of SaaS products designed to streamline back-office operations. This platform includes services for accounting, accounts payable, invoice management, human resources, and AI-powered contract review, aiming to resolve management issues through real-time data visualization and automation.

Recent filings

Filing Released Lang Actions
臨時報告書
M&A Activity Classification · 100% confidence The document is titled '臨時報告書' (Extraordinary Report) and is filed with the Kanto Local Finance Bureau ('関東財務局長'). The content details a resolution made by the Board of Directors on August 23, 2024, regarding a corporate split (Company Split - Simple Absorption-Type Split) of the 'Money Forward Pay for Business' Fintech-related business to a wholly-owned subsidiary, Money Forward Kessai Co., Ltd. This type of filing, reporting a significant corporate action like a spin-off or acquisition, is typically classified as a major corporate event disclosure. In the provided definitions, this action—a significant structural change involving financing/capital structure or a major transaction—best aligns with 'Capital/Financing Update' (CAP) or potentially a general 'Regulatory Filing' (RNS). Since the core event is a corporate restructuring/split, which impacts the capital structure and business operations significantly, 'CAP' is a strong candidate, although it is not explicitly a fundraising event. However, given the structure of Japanese filings, a report detailing a major corporate action like a company split, filed as an Extraordinary Report (臨時報告書), often falls under the broader category of significant corporate changes. Since there is no specific code for 'Corporate Restructuring' or 'Company Split', and it is not an earnings release (ER), annual report (10-K), or management discussion (MDA), it is a specific regulatory disclosure. In the context of the provided codes, 'CAP' (Capital/Financing Update) covers capital structure changes, and a company split is a major capital structure change. Alternatively, 'RNS' (Regulatory Filings) is the fallback. Given the detailed nature of the split terms, it is more specific than a general RNS. I will classify it as CAP due to the capital structure implications of the split, but acknowledge it is a specific regulatory disclosure.
2024-08-23 Japanese
臨時報告書
M&A Activity Classification · 100% confidence The document is titled "臨時報告書" (Extraordinary Report/Timely Disclosure Report) and is submitted to the Kanto Local Finance Bureau Director on July 17, 2024. The content details a resolution by the Board of Directors to enter into a non-binding basic agreement regarding a corporate restructuring involving a spin-off (吸収分割) of the Money Forward Home domain business into a newly established subsidiary, followed by a transfer of shares to Sumitomo Mitsui Card Co., Ltd. (SMCC), aiming to form a joint venture. This type of significant corporate action disclosure, mandated by Japanese financial regulations (specifically citing the Financial Instruments and Exchange Act and related Cabinet Office Ordinances), is typically filed as a timely disclosure or extraordinary report. In the provided classification scheme, this structure—a detailed report on a major corporate event (spin-off, JV formation, financial impact) filed outside of the regular annual (10-K) or quarterly (IR) cycles—best fits the general category for regulatory filings that aren't covered by more specific operational reports. Since it is a comprehensive disclosure of a major event rather than just an announcement of a report's publication (RPA), and it is not a standard 10-K, AR, or ER, the most appropriate general category for a significant, non-standard regulatory filing is RNS (Regulatory Filings), which serves as a fallback for miscellaneous specific filings not listed elsewhere, or potentially a specific disclosure related to capital/financing (CAP) or M&A (TAR). However, given the structure and the explicit mention of filing an 'Extraordinary Report' (臨時報告書) based on specific disclosure rules (Article 19, Paragraph 2, Items 7 and 12), RNS is the safest general classification for this type of mandatory, event-driven disclosure that doesn't match the other specific report types (like DEF 14A, DIV, etc.). The document length (5110 chars) is substantial enough to be the report itself, not just an announcement of one.
2024-07-17 Japanese
確認書
Report Publication Announcement Classification · 100% confidence The document text contains the header "第２四半期報告書" (Second Quarter Report) and explicitly mentions the reporting period: "第13期第２四半期（自 2024年３月１日 至 2024年５月31日）". It also includes confirmation statements regarding the appropriateness of the filing content, which is typical for comprehensive periodic reports. This structure strongly indicates a formal, comprehensive financial report covering a period shorter than a year, which aligns with the definition of an Interim / Quarterly Report (IR). The document length is very short (633 chars), but the content is the substance of the report confirmation itself, not just an announcement of publication, making IR a better fit than RPA/RNS, although the short length is unusual for a full IR. Given the explicit mention of the 'Quarterly Report' content and period, IR is the most accurate classification.
2024-07-12 Japanese
四半期報告書－第13期第2四半期(2024/03/01－2024/05/31)
Interim / Quarterly Report Classification · 100% confidence The document is a 'Quarterly Report' (四半期報告書) for Money Forward, Inc., covering the period from March 1, 2024, to May 31, 2024. It contains detailed financial statements, management analysis of financial conditions, and business results, which are characteristic of an interim/quarterly report. It is not an announcement of a report, but the report itself, and it is not a certification or a short notice. Q2 2024
2024-07-12 Japanese
臨時報告書
Regulatory Filings Classification · 95% confidence The document is titled "臨時報告書" (Extraordinary Report/Timely Disclosure Report) and is submitted to the Kanto Local Finance Bureau Director on June 25, 2024. The filing reason explicitly states that it is submitted based on Article 24-5, Paragraph 4 of the Financial Instruments and Exchange Act and Article 19, Paragraph 2, Item 7-2 of the Cabinet Office Ordinance on Disclosure of Corporate Information, due to a resolution made by the Board of Directors regarding a spin-off (新設分割). This structure—a formal report filed with a regulatory body (Finance Bureau) detailing a significant corporate action (spin-off) based on specific financial laws—is characteristic of a mandatory, timely disclosure in the Japanese regulatory framework. While it is not a standard 10-K or IR, it is a formal, non-periodic regulatory filing announcing a major corporate event (spin-off/capital structure change). Given the options, this best fits the general category for miscellaneous regulatory announcements that are not specifically covered by other detailed forms like Director's Dealing (DIRS) or Dividend Notice (DIV). Since it is a formal, mandatory filing under financial regulations announcing a corporate action, and it is not an Earnings Release (ER), Interim Report (IR), or a simple announcement of a report (RPA), the most appropriate general category is Regulatory Filings (RNS), which serves as the fallback for specific regulatory disclosures not listed elsewhere. However, the content strongly relates to a capital structure change (spin-off creating a new company). If 'CAP' (Capital/Financing Update) were interpreted broadly to include structural changes, it might fit, but 'RNS' is the standard catch-all for these specific, non-periodic, law-mandated disclosures in the Japanese context when a more specific code isn't available. Given the nature of the disclosure (a formal report under FEA rules), RNS is the most robust classification.
2024-06-25 Japanese
臨時報告書
M&A Activity Classification · 100% confidence The document is titled "臨時報告書" (Extraordinary Report) and is filed with the Kanto Local Finance Bureau (関東財務局長) on May 16, 2024. The primary purpose stated in Section 1 is to report the resolution made by the Board of Directors on May 16, 2024, regarding the absorption-type merger (吸収合併) of a wholly-owned subsidiary, Kuravis Co., Ltd., effective December 1, 2024. This type of filing, reporting a significant corporate action like a merger, is typically classified as a material event disclosure. In the provided schema, the closest fit for a report detailing a significant corporate transaction or change that isn't a standard periodic report (like 10-K or IR) or a specific announcement (like DIV or DIRS) is often captured under general regulatory filings or specific transaction types. Since this is a formal disclosure of a merger agreement and details, it falls under the category of a significant corporate event disclosure. Given the options, 'TAR' (M&A Activity) is the most specific fit for a merger announcement, although the document itself is a Japanese regulatory filing (Extraordinary Report). Since the document explicitly details an absorption merger (吸収合併), 'TAR' (M&A Activity) is the most appropriate classification over the general 'RNS' fallback.
2024-05-16 Japanese

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