Welcome to our dedicated page for Green Dot SEC filings (Ticker: GDOT), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
Green Dot Corporation (NYSE: GDOT) is a Delaware-incorporated financial technology platform and registered bank holding company that files a range of reports with the U.S. Securities and Exchange Commission. As the parent of Green Dot Bank, a member of the FDIC, and the operator of consumer, B2B and money movement businesses, its SEC filings provide detailed information about financial performance, risk factors, regulatory matters and significant corporate events.
On this page, you can review current reports on Form 8-K and other SEC documents related to GDOT. Recent 8-K filings include earnings announcements for quarterly periods, which furnish press releases discussing results for Consumer Services, B2B Services and Money Movement Services segments and present both GAAP and non-GAAP measures such as non-GAAP total operating revenues, adjusted EBITDA, non-GAAP net income and non-GAAP diluted earnings per share. These filings also describe key business metrics, including gross dollar volume, active accounts, purchase volume, cash transfers and tax refunds processed.
Green Dot’s filings also document material corporate and strategic events. For example, Form 8-K reports describe the company’s entry into an Agreement and Plan of Merger with CommerceOne Financial Corporation and related entities, and a Separation Agreement with Green Dot OpCo, LLC, an affiliate of Smith Ventures. These documents outline proposed mergers that would combine CommerceOne Bank and Green Dot Bank under a new holding company and a sale of Green Dot’s non-bank financial technology business to the Smith Ventures affiliate, subject to shareholder and regulatory approvals and other conditions. The filings include extensive forward-looking statements and risk disclosures about these proposed transactions.
Other 8-K filings address governance and leadership changes, such as the appointment of executives and the approval of compensation arrangements, as well as Regulation FD disclosures and the furnishing of investor presentations. Together with annual reports on Form 10-K and quarterly reports on Form 10-Q, these filings provide a comprehensive view of Green Dot’s financial condition, regulatory status and strategic direction.
Stock Titan’s SEC filings page for GDOT surfaces these documents as they are made available through EDGAR and can be paired with AI-powered summaries that explain the key points in accessible language. This helps readers quickly understand the implications of Green Dot’s earnings releases, merger and separation agreements, leadership changes and other reportable events without having to parse every page of the underlying filings.
Green Dot Corporation approved a new bonus opportunity for CEO William I. Jacobs tied to the company’s pending merger. The Compensation Committee authorized a one-time discretionary cash bonus of up to $1,250,000 for his service from January 8, 2026 through the merger closing.
To be eligible, Mr. Jacobs must continue serving as CEO through the closing of the proposed merger under the Agreement and Plan of Merger dated November 23, 2025. The Committee will determine the actual bonus amount immediately before closing based on his and the company’s performance, and any bonus will be paid when he ceases serving as CEO in connection with the closing.
Green Dot Corp reports beneficial ownership disclosure by No Street GP LP and Harvest Small Cap Partners Master, Ltd. No Street GP LP reports shared voting and dispositive power over 4,250,000 shares of Common Stock. Harvest Small Cap Partners Master, Ltd. directly holds 2,789,440 shares.
The filing states the Class A common shares outstanding were 55,567,588 as of January 31, 2026, from which the reporting persons' percentages derive (7.7% and 5.0% shown). No Street GP LP acts as investment manager and disclaims group status.
The Vanguard Group filed Amendment No. 14 to a Schedule 13G/A reporting 0% beneficial ownership of Green Dot Corp common stock and 0 shares. The filing explains an internal realignment and disaggregation under SEC Release No. 34-39538, after which certain Vanguard subsidiaries report separately. The filing is signed by Ashley Grim as Head of Global Fund Administration on 03/27/2026.
Green Dot Corp General Counsel Amy Myers Pugh reported routine tax-related share withholdings tied to restricted stock unit settlements. The issuer withheld a total of 8,645 shares of Class A Common Stock to cover income tax obligations, which the filing notes does not represent a sale by her. After these tax-withholding dispositions, she directly holds 96,516 Class A shares.
Green Dot Corp’s Chief Financial Officer Jess Unruh reported routine tax-related share withholdings, not open‑market sales. On March 21, 2026, 8,601 shares of Class A Common Stock were withheld at $11.04 per share, and on March 23, 2026, 8,124 shares were withheld at $11.27 per share.
The issuer retained these 16,725 shares to cover income tax withholding and remittance obligations tied to RSU settlements, as confirmed in the footnotes. After these transactions, Unruh directly held 205,594 shares, indicating the withholdings affect only a small portion of the overall position.
GREEN DOT CORP President Christian Devin Ruppel reported routine tax-related share withholdings tied to restricted stock units (RSUs). On March 21, 23 and 24, 2026, a total of 21,666 shares of Class A Common Stock were withheld by the company to satisfy income tax obligations at prices of $11.04, $11.27 and $11.17 per share. These Form 4 entries are coded “F” and the footnotes state they represent tax withholding and do not represent open-market sales by Ruppel. After these transactions, he directly holds 204,700 shares of Class A Common Stock.
Green Dot Corp's Chief Operations Officer Teresa Elaine Watkins reported two tax-related share dispositions involving Class A Common Stock. On March 21, 2026, 3,751 shares were withheld at $11.04 per share, and on March 23, 2026, 3,102 shares were withheld at $11.27 per share. These F-code transactions reflect shares withheld by the company to cover income tax obligations tied to RSU settlements and are not open-market sales by the executive. After the most recent withholding, Watkins directly holds 103,096 shares of Class A Common Stock.
Steel Partners–affiliated entities filed Amendment No. 3 to their Schedule 13D on Green Dot Corp. (GDOT), reporting beneficial ownership of 2,196,202 Class A shares, or about 4.0% of Green Dot’s outstanding stock.
These shares are held directly by Steel Connect Sub LLC, with other Steel Partners entities potentially deemed beneficial owners through their relationships with Steel Connect Sub. The filing states that the aggregate purchase price for these 2,196,202 shares was approximately $16,089,857, funded with Steel Connect Sub’s cash on hand and acquired in open-market transactions. The ownership percentage is based on 55,567,588 shares outstanding as of January 31, 2026. As of February 18, 2026, the reporting persons ceased to beneficially own more than 5% of Green Dot’s outstanding shares, moving them below a key regulatory threshold for large shareholders.
Green Dot Corporation outlines its business and regulation as a fintech bank holding company and describes a pending breakup-and-merger transaction. The company has agreed to merge with CommerceOne Financial, with each Green Dot share converting into 0.2215 New CommerceOne shares plus $8.11 in cash. Separately, an affiliate of Smith Ventures will buy Green Dot’s non‑bank Payments Business for $690 million, with proceeds expected to help fund the cash consideration and retire debt. The deals require multiple regulatory and stockholder approvals and include a potential $27 million termination fee. Green Dot highlights reliance on a single Banking‑as‑a‑Service partner for about 63% of 2025 revenue and Walmart for about 7%, as well as strong seasonality from tax refund products. As of June 30, 2025, non‑affiliate equity market value was about $589.0 million, and 55,567,588 Class A shares were outstanding as of January 31, 2026.
Green Dot Corporation reported strong revenue growth but lower profitability for Q4 and full-year 2025 while progressing toward a planned break-up transaction. Q4 total operating revenues rose to $522.6M, up 15% year over year, and full-year revenues reached $2.08B, up 21%.
The company recorded a Q4 net loss of $46.8M and a full-year net loss of $98.9M, driven partly by higher processing costs and losses in equity method investments. Adjusted EBITDA fell 68% in Q4 to $14.0M, but increased 5% for 2025 to $173.6M, marking its first year of adjusted EBITDA growth since 2022. Non-GAAP diluted EPS was $(0.08) in Q4 and $1.41 for the year.
B2B Services led growth, with Q4 segment revenue up 24% to $385.6M, while Consumer Services revenue declined 18% to $87.6M amid lower retail and direct-to-consumer activity. Money Movement Services revenue grew 16% to $34.4M but segment profit dropped 46% due to launch costs for a new tax partner.
As of December 31, 2025, total assets were $6.0B and deposits were $4.42B, with approximately $60M of cash at the holding company. Green Dot highlighted its previously announced agreements under which Smith Ventures would acquire and privatize its non-bank fintech business and CommerceOne would acquire Green Dot Bank, with the bank expected to serve as exclusive sponsor bank to the fintech business. These transactions remain subject to shareholder and regulatory approvals, and the company is not hosting an earnings call or providing 2026 guidance while the deals are pending.