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WaFd (WAFD) investor relations material

WaFd Proxy filing summary

Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.
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Proxy filing summary18 Sep, 2026

Executive summary

  • Announced agreement to combine with EverBank, creating a $75 billion asset bank with expanded regional and digital banking capabilities.

  • Merger expected to close in early 2027, subject to regulatory and shareholder approvals; both banks will operate separately until then.

  • Combined entity will have over 250 financial centers and a broad suite of consumer and business banking products.

  • Forward-looking statements highlight anticipated benefits and outline risks and uncertainties related to the transaction.

Voting matters and shareholder proposals

  • Shareholders will be asked to vote on the proposed merger with EverBank at a forthcoming meeting.

  • Proxy materials, including the definitive proxy statement, will be mailed to eligible shareholders after SEC filing.

Board of directors and corporate governance

  • WaFd, EverBank, and certain directors and executive officers will participate in the proxy solicitation process.

  • Information on directors and executive officers is available in prior proxy statements and SEC filings.

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