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Form 8-K

sec.gov

8-K — Ally Financial Inc.

Accession: 0000040729-26-000011

Filed: 2026-05-08

Period: 2026-05-06

CIK: 0000040729

SIC: 6022 (STATE COMMERCIAL BANKS)

Item: Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers: Compensatory Arrangements of Certain Officers

Item: Submission of Matters to a Vote of Security Holders

Item: Financial Statements and Exhibits

Documents

8-K — ally-20260506.htm (Primary)

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8-K

8-K (Primary)

Filename: ally-20260506.htm · Sequence: 1

ally-20260506

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UNITED STATES

SECURITIES AND EXCHANGE COMMISSION

Washington, D.C. 20549

FORM 8-K

CURRENT REPORT

Pursuant to Section 13 or 15(d)

of the Securities Exchange Act of 1934

May 6, 2026

(Date of report; date of earliest event reported)

Commission file number: 1-3754

Ally Financial Inc.

(Exact name of registrant as specified in its charter)

Delaware   38-0572512

(State or other jurisdiction of   (I.R.S. Employer

incorporation or organization)   Identification No.)

Ally Detroit Center

500 Woodward Avenue, Floor 10

Detroit, Michigan 48226

(Address of principal executive offices)

(Zip Code)

(866) 710-4623

(Registrant's telephone number, including area code)

Check the appropriate box below if the Form 8-K filing is intended to simultaneously satisfy the filing obligation of the registrant under any of the following provisions (see General Instruction A.2. below):

☐ Written communications pursuant to Rule 425 under the Securities Act (17 CFR 230.425)

☐ Soliciting material pursuant to Rule 14a-12 under the Exchange Act (17 CFR 240.14a-12)

☐ Pre-commencement communications pursuant to Rule 14d-2(b) under the Exchange Act (17 CFR 240.14d-2(b))

☐ Pre-commencement communications pursuant to Rule 13e-4(c) under the Exchange Act (17 CFR 240.13e-4(c))

Securities registered pursuant to Section 12(b) of the Act:

Title of each class Trading Symbol(s) Name of each exchange on which registered

Common Stock, par value $0.01 per share ALLY NYSE

Indicate by check mark whether the registrant is an emerging growth company as defined in Rule 405 of the Securities Act of 1933 (§230.405 of this chapter) or Rule 12b-2 of the Securities Exchange Act of 1934 (§240.12b-2 of this chapter).

Emerging growth company ☐

If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complying with any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act. ☐

Item 5.02    Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements of Certain Officers.

On May 6, 2026, Ally Financial Inc. (the “Company”) held its 2026 Annual Meeting of Shareholders (the “Annual Meeting”). At the Annual Meeting, the Company’s shareholders approved the Ally Financial Inc. Incentive Compensation Omnibus Plan (the “2026 ICP”), which amended and restated and combined the existing Ally Financial Inc. Incentive Compensation Plan and Ally Financial Inc. Non-Employee Directors Equity Compensation Plan (together, the “Prior Plans”). Any employee of the Company (including its named executed officers) and each non-employee member of the Company’s Board of Directors is eligible to receive awards under the 2026 ICP. The Company is authorized to issue 25,217,502 shares of the Company’s common stock, $0.01 par value (“Common Stock”) under the 2026 ICP, which consists of (i) 13,917,502 shares of Common Stock that remained available for issuance under the Prior Plans as of May 6, 2026 plus (ii) 11,300,000 additional shares of Common Stock approved by the shareholders of the Company at the Annual Meeting.

A description of the 2026 ICP was included in the Company’s definitive proxy statement on Schedule 14A, filed with the Securities and Exchange Commission on March 18, 2026 (the “Proxy Statement”) in the section titled “Proposal 4: Approval of the Ally Financial Inc. Incentive Compensation Omnibus Plan”. The descriptions of the 2026 ICP contained herein and in the Proxy Statement are qualified in their entirety by reference to the full text of the 2026 ICP, which is attached hereto as Exhibit 10.1 and incorporated herein by reference.

Item 5.07    Submission of Matters to a Vote of Security Holders.

On May 6, 2026, Ally Financial Inc. held its Annual Meeting of Shareholders. The results of voting on matters brought before stockholders are shown below.

Proposal 1 — Election of directors

For Against Abstain Broker

Non-Votes

Gunther T. Bright 266,466,385  709,261  252,236  11,106,599

William H. Cary 260,412,065  6,825,208  190,609  11,106,599

Mayree C. Clark 261,821,386  5,281,413  325,083  11,106,599

Kim S. Fennebresque 243,769,317  22,832,027  826,538  11,106,599

Thomas P. Gibbons 265,763,121  1,422,430  242,331  11,106,599

Michelle J. Goldberg 266,563,595  630,533  233,754  11,106,599

Franklin W. Hobbs 260,641,138  6,455,276  331,468  11,106,599

Allan P. Merrill 265,347,415  1,828,397  252,070  11,106,599

David Reilly 265,957,234  1,273,733  196,915  11,106,599

Michael G. Rhodes 266,604,567  633,621  189,694  11,106,599

Brian H. Sharples 265,799,815  1,427,206  200,861  11,106,599

Tracey D. Weber 266,572,560  611,564  243,758  11,106,599

Proposal 2 — Advisory vote on executive compensation

For Against Abstain Broker Non-Votes

259,445,810 7,542,099 439,973 11,106,599

Proposal 3 — Ratification of the Audit Committee's engagement of Deloitte & Touche LLP as the Company's independent registered public accounting firm for 2026

For Against Abstain

272,462,325 5,879,439 192,717

Proposal 4 — Approval of the Ally Financial Inc. Incentive Compensation Omnibus Plan

For Against Abstain Broker Non-Votes

256,726,564 10,380,360 320,958 11,106,599

Proposal 5 — Approval of the Ally Financial Inc. Employee Stock Purchase Plan

For Against Abstain Broker Non-Votes

265,739,874 1,569,844 118,164 11,106,599

Proposal 6 — Shareholder Proposal to Reduce Threshold for Shareholders to Call Special Meetings

For Against Abstain Broker Non-Votes

78,514,072 188,464,656 449,154 11,106,599

Item 9.01    Exhibits.

Exhibit No.

Description of Exhibits

10.1

Ally Financial Inc. Incentive Compensation Omnibus Plan (incorporated herein by reference to Appendix B to the Registrant’s Definitive Proxy Statement on Schedule 14A filed with the Commission on March 18, 2026 (Exchange Act File No. 001-03754))

104

The cover page from this Current Report on Form 8-K, formatted in Inline XBRL

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 hereunto duly authorized.

Ally Financial Inc.

(Registrant)

Dated: May 8, 2026 /s/ Austin T. McGrath

Austin T. McGrath

Vice President, Controller, and Chief Accounting Officer

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