DRAFT — NOT FOR DISTRIBUTION — for expert review only

Standard Premium Finance Holdings, Inc.

Draft Public Filing Package — generated by Lattice — For Expert Review Only

Reporting period: Year ended December 31, 2025 Generated as of: 2026-09-05 Basis: computed from the demo ledger (amortized cost, Rule-of-78 [S1], CECL/ASC 326 [S9]).

⚠️ DRAFT — NOT FOR DISTRIBUTION. Figures are generated for review convenience. All legal language, state-specific disclosures, and accounting conclusions remain subject to counsel and auditor sign-off before filing.

1. Financial Highlights

Metric Amount
Finance receivables, gross $181,206.19
Unearned finance charge ($13,452.60)
Finance receivables, amortized cost $167,753.59
Allowance for credit losses ($721.18)
Finance receivables, net $167,032.41
Weighted-average APR 16.39%
Weighted-average remaining term 5.9 months
Active loans 6

2. Note — Finance Receivables

Finance receivables consist of premium-finance loans secured by the unearned premium on the underlying insurance policies [S4]. Interest is recognized using the Rule of 78 method [S1].

Policy type Loans Amortized cost Allowance
Commercial Auto 2 $87,969.67 $252.11
Commercial Property 1 $53,620.16 $154.43
General Liability 2 $16,457.39 $165.84
BOP 1 $9,706.37 $148.80
Total 6 $167,753.59 $721.18

3. Note — Allowance for Credit Losses (CECL / ASC 326)

The allowance is estimated using expected-loss inputs (PD × EAD × LGD) produced by the company's underwriting engine, consistent with the ARCSys ACL process [S9]. Roll-forward:

Item Amount
Beginning balance $721.18
Provision for credit losses $0.00
Net charge-offs ($0.00)
Ending balance $721.18

Coverage of amortized cost: 0.43%.

Draft note: beginning balance, provision, and charge-offs are seeded from the demo ledger and must be replaced with actual general-ledger figures.

4. Note — Past-Due Finance Receivables

Aging bucket Loans
Current 6
1–29 days past due 0
30–59 days past due 0
60–89 days past due 0
90+ days past due 0

Draft note: non-accrual policy and write-off thresholds pending credit-policy confirmation.

5. Note — Finance Charge (Interest) Income

Finance charges are recognized as income using the Rule of 78 method, the industry standard among premium finance loans [S1].

Metric Value
Weighted-average APR on the portfolio 16.39%
Unearned finance charge (unamortized discount) $13,452.60

Projected interest income over the next 12 months is presented in the MD&A credit-quality section below.

6. Note — Fair Value of Finance Receivables

Fair value is estimated as the present value of remaining expected cash flows discounted at the portfolio yield. Finance receivables are Level 3 measurements.

Metric Amount
Discount rate (annual) 16.65%
Amortized cost $167,753.59
Fair value $172,839.85
Unrealized gain / (loss) $5,086.26

7. Note — Portfolio Composition & Concentration

Policy type Loans Amortized cost % of portfolio
Commercial Auto 2 $87,969.67 52.44%
Commercial Property 1 $53,620.16 31.96%
General Liability 2 $16,457.39 9.81%
BOP 1 $9,706.37 5.79%

8. MD&A — Portfolio Overview

The portfolio consists of 6 active commercial P&C premium finance loans with a net carrying value of $167,032.41. Weighted-average APR is 16.39% with a weighted-average remaining term of 5.9 months — consistent with 9–11 month terms [S3].

Projected collections over the next 12 months total $181,206.19, including $13,452.61 of interest income.

9. MD&A — Credit Quality

Credit quality is monitored through the allowance for credit losses (ASC 326), delinquency aging, and expected-loss estimates from the underwriting engine.

Metric Value
Allowance for credit losses $721.18
Coverage of amortized cost 0.43%
30+ days past due 0 loans

The unearned premium on underlying policies serves as collateral and is designed to fully repay the balance on default [S4], which materially limits loss severity.

10. MD&A — Liquidity & Capital Resources

Funding is provided through bank warehouse credit facilities (e.g., the company's credit agreement [S13]). Loans are advanced at an agreed advance rate with the remainder funded by company equity.

Facility Lender Commitment Outstanding Availability Advance rate
Meridian Capital Partners Fund II LP Meridian Capital Partners $40,000,000.00 $0.00 $40,000,000.00 90.00%
BlueRidge Re Capital LP BlueRidge Re $25,000,000.00 $0.00 $25,000,000.00 80.00%
Cottonwood Credit Opportunities LP Cottonwood Credit $12,000,000.00 $0.00 $12,000,000.00 92.00%
Revolving Credit Facility — FirstBank N.A. FirstBank N.A. $115,000,000.00 $356,599.22 $114,643,400.78 85.00%

11. Disclaimer

This document was generated for expert review convenience only and does not constitute a filing. State-specific disclosures, rate-cap language, and legal conclusions are placeholders pending counsel review (see docs/adr/0008). All accounting conclusions (CECL/ASC 326, fair value, income recognition) require auditor sign-off before inclusion in any SEC filing.