WaFd (WAFD) Proxy filing summary

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.