SoFi Technologies Inc
For the period ended Jun 30, 2024. Filed Aug 6, 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.
Jun 30, 2024 · Filed Aug 6, 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) | HELOC: Home Equity Line of Credit |
| ASU: Accounting Standards Update | HFI: Held for investment |
| ATDS: Automatic telephone dialing systems | HFS: Held for sale |
| BHCA: Bank Holding Company Act of 1956, as amended | HMDA: Home Mortgage Disclosure Act |
| BPS: Basis points | IRLC: Interest rate lock commitment |
| BSA: Bank Secrecy Act | IRS: Internal Revenue Service |
| CALM: Capital and Asset Liability Management policy | LIBOR: London Inter-Bank Offered Rate |
| CARES Act: Coronavirus Aid, Relief, and Economic Security Act | MLA: Military Lending Act |
| CCPA: California Consumer Privacy Act | MOHELA: Missouri Higher Education Loan Authority |
| CD: Community Development | MSB: Money services business |
| CET1: Common Equity Tier 1 | MSRB: Municipal Securities Rulemaking Board |
| CFP: Certified financial planners | NACHA: National Automated Clearinghouse Association |
| CFPA: Consumer Financial Protection Act | Nasdaq: The Nasdaq Global Select Market |
| CFPB: Consumer Financial Protection Bureau | OCC: Office of the Comptroller of the Currency |
| CFTC: Commodity Futures Trading Commission | OFAC: Office of Foreign Assets Control |
| CISO: Chief Information Security Officer | PCD: Purchased credit deteriorated |
| CODM: Chief Operating Decision Maker | PFOF: Payment for order flow |
| CPA: Colorado Privacy Act | PSU: Performance stock units |
| CPPA: California Privacy Protection Act | QIA: Qatar Investment Authority |
| CPRA: California Privacy Rights Act | RESPA: Real Estate Settlement Procedures Act |
| CRA: Community Reinvestment Act | ROU: Right-of-use |
| DACA: Deferred Access for Childhood Arrival | RSU: Restricted stock units |
| DCF: Discounted cash flow | SCH: Social Capital Hedosophia Holdings Corp. V |
| DE&I: Diversity, Equity and Inclusion | SCRA: Servicemembers’ Civil Relief Act |
| DEP: Digital engagement practices | SEC: U.S. Securities and Exchange Commission |
| Dodd-Frank Act: Dodd-Frank Wall Street Reform and Consumer | SPAC: Special purpose acquisition company |
| Protection Act of 2010 | Social Finance: Social Finance, LLC (formerly Social Finance, Inc.) |
| DSU: Deferred stock units | SoFi Bank: SoFi Bank, National Association |
| EC: European Commission | SoFi Capital Advisors: SoFi Capital Advisors, LLC |
| ECOA: Equal Credit Opportunity Act | SoFi Securities: SoFi Securities LLC |
| EFTA: Electronic Fund Transfer Act | SoFi Stadium: The LA Stadium and Entertainment District at Hollywood |
| EPS: Earnings (loss) per share of common stock | 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.