SoFi Technologies Inc
For the period ended Mar 31, 2024. Filed May 7, 2024.
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A company's report for each of its first three quarters. The financial statements are not audited. It shows how the business has moved since the last annual report, and what management says changed.
Mar 31, 2024 · Filed May 7, 2024
SOFI$16.37-2.3%Stored close · as of Nov 10, 2026
Extracted filing text, with the paragraph anchors used by the comparison.
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Glossary of Terms and Acronyms
| ACH: Automated clearing house | GAAP: U.S. Generally Accepted Accounting Principles |
|---|---|
| AFS: Available-for-sale | GLBA: Gramm-Leach-Bliley Act |
| ALCO: Asset Liability Committee | Golden Pacific: Golden Pacific Bancorp, Inc. |
| AWS: Amazon Web Services | GSE: Government-Sponsored Enterprise |
| AOCI: Accumulated other comprehensive income (loss) | HFI: Held for investment |
| ASU: Accounting Standards Update | HFS: Held for sale |
| ATDS: Automatic telephone dialing systems | HMDA: Home Mortgage Disclosure Act |
| BHCA: Bank Holding Company Act of 1956, as amended | IRLC: Interest rate lock commitment |
| BPS: Basis points | IRS: Internal Revenue Service |
| BSA: Bank Secrecy Act | LIBOR: London Inter-Bank Offered Rate |
| CALM: Capital and Asset Liability Management policy | MLA: Military Lending Act |
| CARES Act: Coronavirus Aid, Relief, and Economic Security Act | MOHELA: Missouri Higher Education Loan Authority |
| CCPA: California Consumer Privacy Act | MSB: Money services business |
| CD: Community Development | MSRB: Municipal Securities Rulemaking Board |
| CET1: Common Equity Tier 1 | NACHA: National Automated Clearinghouse Association |
| CFP: Certified financial planners | Nasdaq: The Nasdaq Global Select Market |
| CFPA: Consumer Financial Protection Act | OCC: Office of the Comptroller of the Currency |
| CFPB: Consumer Financial Protection Bureau | OFAC: Office of Foreign Assets Control |
| CFTC: Commodity Futures Trading Commission | PCD: Purchased credit deteriorated |
| CISO: Chief Information Security Officer | PFOF: Payment for order flow |
| CODM: Chief Operating Decision Maker | PSU: Performance stock units |
| CPA: Colorado Privacy Act | QIA: Qatar Investment Authority |
| CPPA: California Privacy Protection Act | RESPA: Real Estate Settlement Procedures Act |
| CPRA: California Privacy Rights Act | ROU: Right-of-use |
| CRA: Community Reinvestment Act | RSU: Restricted stock units |
| DACA: Deferred Access for Childhood Arrival | SCH: Social Capital Hedosophia Holdings Corp. V |
| DCF: Discounted cash flow | SCRA: Servicemembers’ Civil Relief Act |
| DE&I: Diversity, Equity and Inclusion | SEC: U.S. Securities and Exchange Commission |
| DEP: Digital engagement practices | SPAC: Special purpose acquisition company |
| Dodd-Frank Act: Dodd-Frank Wall Street Reform and Consumer | Social Finance: Social Finance, Inc. |
| Protection Act of 2010 | SoFi Bank: SoFi Bank, National Association |
| DSU: Deferred stock units | SoFi Capital Advisors: SoFi Capital Advisors, LLC |
| EC: European Commission | SoFi Securities: SoFi Securities LLC |
| ECOA: Equal Credit Opportunity Act | SoFi Stadium: The LA Stadium and Entertainment District at Hollywood |
| EFTA: Electronic Fund Transfer Act | Park in Inglewood, California |
| ESG: Environmental, social and corporate governance | SoFi Wealth: SoFi Wealth LLC |
| ESIGN: Electronic Signatures in Global and National Commerce Act | SOFR: Secured Overnight Financing Rate |
| ETF: Exchange-Traded Funds | SPE: Special purpose entity |
| FCA: Financial Conduct Authority | SRO: Self-regulatory organizations |
| FCRA: Fair Credit Reporting Act | TBA: To-be-announced security |
| FDCPA: Fair Debt Collection Practices Act | TCJA: Tax Cuts and Jobs Act |
| FDIA: Federal Deposit Insurance Act | TCPA: Federal Telephone Consumer Protection Act |
| FDIC: Federal Deposit Insurance Corporation | Technisys: Technisys S.A., a Luxembourg société anonyme |
| Federal Reserve: Board of Governors of the Federal Reserve System | TDR: Troubled debt restructuring |
| FHA: Fair Housing Act | TILA: Truth in Lending Act |
| FHFA: Federal Housing Finance Agency | UDAAP: Unfair, deceptive or abusive acts or practices |
| FHLB: Federal Home Loan Bank | UETA: Uniform Electronic Transactions Act |
| FinCEN: Financial Crimes Enforcement Network | URG: Underrepresented Group |
| FINRA: Financial Industry Regulatory Authority | VA: United Stated Department of Veterans Affairs |
| FRB: Federal Reserve Bank of San Francisco | VIE: Variable interest entity |
| FTC: Federal Trade Commission | Wyndham: Wyndham Capital Mortgage |
| FTP: Fund transfer pricing | |
The text of this filing, as the company filed it with the SEC, without its images or exhibits. This is not investment advice.