WAFD, Inc. Files 8-K with Financials

Ticker: WAFDP · Form: 8-K · Filed: Feb 11, 2025 · CIK: 936528

Wafd Inc 8-K Filing Summary
FieldDetail
CompanyWafd Inc (WAFDP)
Form Type8-K
Filed DateFeb 11, 2025
Risk Levellow
Pages3
Reading Time4 min
Key Dollar Amounts$1.00
Sentimentneutral

Sentiment: neutral

Topics: 8-K, financial-statements, regulatory-filing

TL;DR

WAFD filed an 8-K on Feb 11, 2025, with financial statements.

AI Summary

WAFD, Inc. filed an 8-K on February 11, 2025, reporting information under Regulation FD and including financial statements and exhibits. The filing details the company's status as a national commercial bank incorporated in Washington, with its principal business address in Seattle.

Why It Matters

This filing provides updated financial information and disclosures for WAFD, Inc., which is important for investors and stakeholders to assess the company's current financial health and regulatory compliance.

Risk Assessment

Risk Level: low — This is a routine regulatory filing (8-K) that primarily contains financial statements and exhibits, not indicating any immediate or significant operational risks.

Key Numbers

  • 001-34654 — SEC File Number (Identifies the company's filing history with the SEC.)
  • 91-1661606 — IRS Number (Company's Employer Identification Number.)

Key Players & Entities

  • WAFD, INC. (company) — Registrant
  • February 11, 2025 (date) — Date of earliest event reported
  • 425 PIKE STREET (address) — Business Address
  • SEATTLE (location) — City
  • WA (location) — State
  • 98101 (zip_code) — Business Address Zip

FAQ

What specific items are included in the 'Financial Statements and Exhibits' section of this 8-K filing?

The filing explicitly lists 'Financial Statements and Exhibits' as an item being reported, but the specific contents are detailed within the document itself, which is not fully provided in the text.

What is the primary purpose of filing an 8-K report?

An 8-K report is filed to announce major corporate events that shareholders should know about, such as acquisitions, bankruptcy, resignation of directors, or changes in fiscal year.

When was WAFD, Inc. incorporated or organized?

The filing indicates that WAFD, Inc. is incorporated in Washington (WA).

What is the SIC code for WAFD, Inc. and what does it represent?

The SIC code for WAFD, Inc. is 6021, which represents 'NATIONAL COMMERCIAL BANKS'.

Has WAFD, Inc. undergone any name changes recently?

Yes, the filing notes previous names including 'WASHINGTON FEDERAL INC' with a date of name change on 20230928 and 'WAFD INC' with a date of name change on 20230927.

Filing Stats: 904 words · 4 min read · ~3 pages · Grade level 11.7 · Accepted 2025-02-11 16:48:16

Key Financial Figures

  • $1.00 — ange on which registered Common Stock, $1.00 par value per share WAFD NASDAQ Stock M

Filing Documents

01 Regulation FD Disclosure

Item 7.01 Regulation FD Disclosure WaFd, Inc. is hereby furnishing a slide presentation that executive management intends to use in meetings with institutional investors and industry analysts. The slide presentation is included as Exhibit 99.1 to this report and will be available on WaFd Bank's investor relations website at https://www.wafdbank.com/about-us/investor-relations. The presentation includes forward looking statements within the meaning of the Securities Exchange Act of 1934, as amended, the Securities Act of 1933, as amended, and the rules under each of those statutes. All information in Exhibit 99.1 is presented as of the particular date or dates referenced therein, and WaFd, Inc. does not undertake any obligation to, and disclaims any duty to, update any of the information provided. A complete discussion of relevant risks is set forth in the registrant's most recent Annual Report on Form 10-K for the fiscal year ended September 30, 2024; our most recent Quarterly Reports on Form 10-Q; and our other filings made from time to time with the Securities and Exchange Commission. The sections of these reports entitled "Risk Factors" describes the facts, circumstances, conditions and risks that may cause us to deviate from the expectations set forth in this presentation. The information provided pursuant to this Item 7.01 shall not be deemed "filed" for purposes of Section 18 of the Exchange Act or otherwise subject to the liabilities of that section, and shall not be incorporated by reference into any filing or other document filed by the Company pursuant to the Exchange Act or the Securities Act except as shall be expressly set forth by specific reference in such filing or document. The information provided pursuant to this Item 7.01 shall instead be deemed "furnished."

01 Financial Statements and Exhibits

Item 9.01 Financial Statements and Exhibits (d) The following exhibits are being furnished herewith: Exhibit 99.1 WaF d, Inc. investor pr esentation Exhibit 104 Cover Page Interactive Data File (embedded within with Inline XBRL) Important Cautionary Statements This Current Report on Form 8-K contains forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995. All statements contained in this Current Report on Form 8-K that do not relate to matters of historical fact should be considered forward-looking statements. These statements are based on management's current assumptions and are neither promises nor guarantees, but involve known and unknown risks, uncertainties and other important factors that may cause the Company's actual results, performance or achievements to be materially different from any future results, performance or achievements expressed or implied by the forward-looking statements. For important factors that could cause actual results to differ materially from the forward-looking statements in this Current Report on Form 8-K, please see the risks and uncertainties identified under the heading "Risk Factors" in our Annual Report on Form 10-K for the year ended September 30, 2024, and our other reports filed with the SEC which are available on the SEC website at www.sec.gov. All forward-looking statements reflect the Company's beliefs and assumptions only as of the date of this Current Report on Form 8-K. The Company undertakes no obligation to update forward-looking statements to reflect future events or circumstances. 3

SIGNATURES

SIGNATURES Pursuant to the requirements of the Securities Exchange Act of 1934, the registrant has duly caused this report to be signed on its behalf by the undersigned thereunto duly authorized. February 11, 2025 WAFD, INC. By: /s/ KELLI J. HOLZ Kelli J. Holz Executive Vice President and Chief Financial Officer 4

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