Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| TFS Financial CORPTFSL · Entity 3924 | Chief Experience Officer | August 05, 2026 | August 07, 2026 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
TFS Financial CORP
Report date August 05, 2026 · Filed August 07, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | IndirectIn Trust | 19,266 |
Reported balance
After 2026-08-05 transaction · row 1
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 1 · 2026-08-05 · Sale · Disposed 6,500 · Balance 19,266 |
| Common StockSEC Table I · non-derivative | Direct | 775 |
Reported balance
Holding disclosure · report date 2026-08-05 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 775 |
| Common StockSEC Table I · non-derivative | IndirectESOP | 3,729 |
Reported balance
Holding disclosure · report date 2026-08-05 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 3,729 F1: Reflects transactions not required to be reported under Section 16 of the Securities Exchange Act, as amended. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 8,600 |
Reported balance
Holding disclosure · report date 2026-08-05 · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · Balance 8,600 F2: Each restricted stock unit represents a contingent right to receive one share of TFS Financial Corporation common stock. Restricted stock units are entitled to dividend equivalent rights in the form of a cash payment in the amount of any cash dividend paid per share of common stock. F3: On December 18, 2025, the reporting person received a grant of 8,600 Restricted Stock Units (RSUs). These RSUs vest in three equal annual installments beginning December 10, 2026. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 2,867 |
Reported balance
Holding disclosure · report date 2026-08-05 · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · Balance 2,867 F2: Each restricted stock unit represents a contingent right to receive one share of TFS Financial Corporation common stock. Restricted stock units are entitled to dividend equivalent rights in the form of a cash payment in the amount of any cash dividend paid per share of common stock. F4: On December 19, 2024, the reporting person received a grant of 4,300 Restricted Stock Units (RSUs). These RSUs vest in three equal annual installments beginning December 10, 2025. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 15,000 |
Reported balance
Holding disclosure · report date 2026-08-05 · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · Balance 15,000 F2: Each restricted stock unit represents a contingent right to receive one share of TFS Financial Corporation common stock. Restricted stock units are entitled to dividend equivalent rights in the form of a cash payment in the amount of any cash dividend paid per share of common stock. F5: On March 4, 2024, the reporting person received a grant of 15,000 Restricted Stock Units (RSUs). These RSUs fully vest on December 10, 2026. |
| Employee Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $14.62 · Expires 2028-01-05 | Direct | 5,000 |
Reported balance
Holding disclosure · report date 2026-08-05 · row 7
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 7 · Balance 5,000 F6: On April 2, 2018, the reporting person received 5,000 stock options. These options fully vest on December 10, 2020. |
Filing footnotes · ownership attribution and instrument terms
F1: Reflects transactions not required to be reported under Section 16 of the Securities Exchange Act, as amended.
F2: Each restricted stock unit represents a contingent right to receive one share of TFS Financial Corporation common stock. Restricted stock units are entitled to dividend equivalent rights in the form of a cash payment in the amount of any cash dividend paid per share of common stock.
F3: On December 18, 2025, the reporting person received a grant of 8,600 Restricted Stock Units (RSUs). These RSUs vest in three equal annual installments beginning December 10, 2026.
F4: On December 19, 2024, the reporting person received a grant of 4,300 Restricted Stock Units (RSUs). These RSUs vest in three equal annual installments beginning December 10, 2025.
F5: On March 4, 2024, the reporting person received a grant of 15,000 Restricted Stock Units (RSUs). These RSUs fully vest on December 10, 2026.
F6: On April 2, 2018, the reporting person received 5,000 stock options. These options fully vest on December 10, 2020.
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| August 05, 2026 Filed Aug 7, 2026 18:32 UTC | TFS Financial CORP TFSL · Entity 3924 | SaleCommon Stock | 6,500 | $18.35 | $119,275.00 |
DisclosureSEC source: 0001921253-26-000004 · wk-form4_1786127542.xml · nonDerivative · entry 1 Stefanski Gavin B · CIK 0001921253 · Chief Experience Officer 10b5-1 filing: No plan indicated Ownership: Indirect · In Trust Disclosed balance after: 19,266 Read SEC document |
| February 20, 2026 Filed Feb 23, 2026 18:42 UTC | TFS Financial CORP TFSL · Entity 3924 | SaleCommon Stock | 7,000 | $14.97 | $104,790.00 |
DisclosureSEC source: 0001921253-26-000002 · wk-form4_1771872159.xml · nonDerivative · entry 1 Stefanski Gavin B · CIK 0001921253 · Chief Experience Officer 10b5-1 filing: No plan indicated Ownership: Indirect · In Trust Disclosed balance after: 25,766 Read SEC document |
| December 18, 2025 Filed Dec 18, 2025 19:26 UTC | TFS Financial CORP TFSL · Entity 3924 | GrantRestricted Stock Units · Derivative | 8,600 | $0.00 | $0.00 |
DisclosureSEC source: 0001921253-25-000007 · wk-form4_1766085973.xml · derivative · entry 4 Stefanski Gavin B · CIK 0001921253 · Chief Experience Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,600 Underlying: Common Stock · 8,600 shares Expires not disclosed F2 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of TFS Financial Corporation common stock. Restricted stock units are entitled to dividend equivalent rights in the form of a cash payment in the amount of any cash dividend paid per share of common stock. F3 · derivative.exercise_date: On December 18, 2025, the reporting person received a grant of 8,600 Restricted Stock Units (RSUs). These RSUs vest in three equal annual installments beginning December 10, 2026. F3 · derivative.expiration_date: On December 18, 2025, the reporting person received a grant of 8,600 Restricted Stock Units (RSUs). These RSUs vest in three equal annual installments beginning December 10, 2026. Read SEC document |
| December 10, 2025 Filed Dec 12, 2025 22:21 UTC | TFS Financial CORP TFSL · Entity 3924 | Exercise / conversionRestricted Stock Units · Derivative | 1,433 | $0.00 | $0.00 |
DisclosureSEC source: 0001921253-25-000005 · wk-form4_1765578060.xml · derivative · entry 5 Stefanski Gavin B · CIK 0001921253 · Chief Experience Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,867 Underlying: Common Stock · 1,433 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F4 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of TFS Financial Corporation common stock. Restricted stock units are entitled to dividend equivalent rights in the form of a cash payment in the amount of any cash dividend paid per share of common stock. F5 · derivative.exercise_date: On December 19, 2024, the reporting person received a grant of 4,300 Restricted Stock Units (RSUs). These RSUs vest in three equal annual installments beginning December 10, 2025. F5 · derivative.expiration_date: On December 19, 2024, the reporting person received a grant of 4,300 Restricted Stock Units (RSUs). These RSUs vest in three equal annual installments beginning December 10, 2025. Read SEC document |
| December 10, 2025 Filed Dec 12, 2025 22:21 UTC | TFS Financial CORP TFSL · Entity 3924 | Tax withholdingCommon Stock | 658 | $13.91 | $9,152.78 |
DisclosureSEC source: 0001921253-25-000005 · wk-form4_1765578060.xml · nonDerivative · entry 2 Stefanski Gavin B · CIK 0001921253 · Chief Experience Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 775 F2 · shares: These common shares were delivered to the issuer to pay for applicable withholding tax due upon the exercise of certain restricted stock units or performance share units. Read SEC document |
| December 10, 2025 Filed Dec 12, 2025 22:21 UTC | TFS Financial CORP TFSL · Entity 3924 | Exercise / conversionCommon Stock | 1,433 | $0.00 | $0.00 |
DisclosureSEC source: 0001921253-25-000005 · wk-form4_1765578060.xml · nonDerivative · entry 1 Stefanski Gavin B · CIK 0001921253 · Chief Experience Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,433 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · shares: These common shares were acquired upon the vesting and settlement of certain restricted stock units (RSUs). Read SEC document |
| May 13, 2025 Filed May 13, 2025 16:53 UTC | TFS Financial CORP TFSL · Entity 3924 | SaleCommon Stock | 3,505 | $13.47 | $47,212.35 |
DisclosureSEC source: 0001381668-25-000072 · wk-form4_1747155206.xml · nonDerivative · entry 1 Stefanski Gavin B · CIK 0001921253 · Chief Experience Officer 10b5-1 filing: No plan indicated Ownership: Indirect · In Trust Disclosed balance after: 32,766 Read SEC document |
| February 07, 2025 Filed Feb 10, 2025 13:49 UTC | TFS Financial CORP TFSL · Entity 3924 | SaleCommon Stock | 7,000 | $13.72 | $96,040.00 |
DisclosureSEC source: 0001381668-25-000014 · wk-form4_1739195364.xml · nonDerivative · entry 1 Stefanski Gavin B · CIK 0001921253 · Chief Experience Officer 10b5-1 filing: No plan indicated Ownership: Indirect · In Trust Disclosed balance after: 36,271 Read SEC document |
| December 19, 2024 Filed Dec 20, 2024 14:29 UTC | TFS Financial CORP TFSL · Entity 3924 | GrantRestricted Stock Units · Derivative | 4,300 | $0.00 | $0.00 |
DisclosureSEC source: 0001381668-24-000176 · wk-form4_1734704987.xml · derivative · entry 3 Stefanski Gavin B · CIK 0001921253 · Chief Experience Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,300 Underlying: Common Stock · 4,300 shares Expires not disclosed F2 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of TFS Financial Corporation common stock. Restricted stock units are entitled to dividend equivalent rights in the form of a cash payment in the amount of any cash dividend paid per share of common stock. F3 · derivative.exercise_date: On December 19, 2024, the reporting person received a grant of 4,300 Restricted Stock Units (RSUs). These RSUs vest in three equal annual installments beginning December 10, 2025. F3 · derivative.expiration_date: On December 19, 2024, the reporting person received a grant of 4,300 Restricted Stock Units (RSUs). These RSUs vest in three equal annual installments beginning December 10, 2025. Read SEC document |
| March 04, 2024 Filed Mar 6, 2024 21:03 UTC | TFS Financial CORP TFSL · Entity 3924 | GrantRestricted Stock Units · Derivative | 15,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001381668-24-000058 · wk-form4_1709758981.xml · derivative · entry 3 Stefanski Gavin B · CIK 0001921253 · Chief Experience Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,000 Underlying: Common Stock · 15,000 shares Expires not disclosed F3 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of TFS Financial Corporation common stock. Restricted stock units are entitled to dividend equivalent rights in the form of a cash payment in the amount of any cash dividend paid per share of common stock. F4 · derivative.exercise_date: On March 4, 2024, the reporting person received a grant of 15,000 Restricted Stock Units (RSUs). These RSUs fully vest on December 10, 2026. F4 · derivative.expiration_date: On March 4, 2024, the reporting person received a grant of 15,000 Restricted Stock Units (RSUs). These RSUs fully vest on December 10, 2026. Read SEC document |
| February 29, 2024 Filed Mar 1, 2024 17:10 UTC | TFS Financial CORP TFSL · Entity 3924 | SaleCommon Stock | 3,449 | $12.74 | $43,927.50 |
DisclosureSEC source: 0001381668-24-000048 · wk-form4_1709313032.xml · nonDerivative · entry 1 Stefanski Gavin B · CIK 0001921253 · Chief Experience Officer 10b5-1 filing: No plan indicated Ownership: Indirect · In Trust Disclosed balance after: 43,271 F1 · balance_after: In February 2024, 46,720 Direct shares were transferred to a revocable trust for which Mr. Stefanski is the sole trustee. Read SEC document |
| December 08, 2023 Filed Dec 12, 2023 22:24 UTC | TFS Financial CORP TFSL · Entity 3924 | Exercise / conversionRestricted Stock Units · Derivative | 10,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001381668-23-000141 · wk-form4_1702419866.xml · derivative · entry 4 Stefanski Gavin B · CIK 0001921253 · Chief Lending Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 10,000 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F4 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of TFS Financial Corporation common stock. Restricted stock units are entitled to dividend equivalent rights in the form of a cash payment in the amount of any cash dividend paid per share of common stock. F5 · derivative.exercise_date: On December 17, 2020, the reporting person received 10,000 Restricted Stock Units ("RSUs") which fully vest on December 10, 2023. F5 · derivative.expiration_date: On December 17, 2020, the reporting person received 10,000 Restricted Stock Units ("RSUs") which fully vest on December 10, 2023. Read SEC document |
| December 08, 2023 Filed Dec 12, 2023 22:24 UTC | TFS Financial CORP TFSL · Entity 3924 | Tax withholdingCommon Stock | 3,035 | $13.45 | $40,820.75 |
DisclosureSEC source: 0001381668-23-000141 · wk-form4_1702419866.xml · nonDerivative · entry 2 Stefanski Gavin B · CIK 0001921253 · Chief Lending Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 46,720 F2 · shares: These common shares were delivered to the issuer to pay for applicable withholding tax due upon the exercise of certain restricted stock units. Read SEC document |
| December 08, 2023 Filed Dec 12, 2023 22:24 UTC | TFS Financial CORP TFSL · Entity 3924 | Exercise / conversionCommon Stock | 10,000 | $13.45 | $134,500.00 |
DisclosureSEC source: 0001381668-23-000141 · wk-form4_1702419866.xml · nonDerivative · entry 1 Stefanski Gavin B · CIK 0001921253 · Chief Lending Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 49,755 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · shares: These common shares were acquired upon the vesting and settlement of certain restricted stock units (RSUs). Read SEC document |
| August 31, 2023 Filed Sep 5, 2023 21:25 UTC Amendment | TFS Financial CORP TFSL · Entity 3924 | SaleCommon Stock | 5,000 | $13.59 | $67,972.50 |
DisclosureSEC source: 0001381668-23-000083 · wk-form4a_1693949120.xml · nonDerivative · entry 1 Stefanski Gavin B · CIK 0001921253 · Chief Lending Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 39,755 F1 · price: This amendment is being filed to address an error in reporting the transaction date and price of securities sold in a transaction on August 31, 2023. Read SEC document |
| August 24, 2023 Filed Aug 24, 2023 20:47 UTC | TFS Financial CORP TFSL · Entity 3924 | SaleCommon Stock | 5,000 | $13.73 | $68,669.00 |
DisclosureSEC source: 0001381668-23-000076 · wk-form4_1692910009.xml · nonDerivative · entry 1 Stefanski Gavin B · CIK 0001921253 · Chief Lending Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 39,755 Read SEC document |
| August 10, 2023 Filed Aug 10, 2023 21:10 UTC | TFS Financial CORP TFSL · Entity 3924 | GiftCommon Stock | 6,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001381668-23-000067 · wk-form4_1691701804.xml · nonDerivative · entry 1 Stefanski Gavin B · CIK 0001921253 · Chief Lending Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 44,755 F1 · shares: Reporting person received shares as a gift F1 · price: Reporting person received shares as a gift Read SEC document |
| August 10, 2022 Filed Aug 11, 2022 19:55 UTC | TFS Financial CORP TFSL · Entity 3924 | GiftCommon Stock | 6,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001381668-22-000095 · wf-form4_166024770063416.xml · nonDerivative · entry 1 Gavin Benjamin Stefanski · CIK 0001921253 · Chief Lending Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 38,755 F1 · shares: Reported person was gifted these shares Read SEC document |
| July 21, 2022 Filed Jul 22, 2022 16:19 UTC | TFS Financial CORP TFSL · Entity 3924 | GiftCommon Stock | 5,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001381668-22-000080 · wf-form4_165850677998345.xml · nonDerivative · entry 1 Gavin Benjamin Stefanski · CIK 0001921253 · Chief Lending Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,755 F1 · shares: Reported person was gifted these shares Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.