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Fischer Steven

Disclosed activity across 2 companies

Tapewire entity
29126
SEC CIK
0001546535

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Reported relationships

Latest disclosed role at each company.

CompanyLast reported asReport datePublished
Dream Finders Homes, Inc.DFH · Entity 4812DirectorSeptember 18, 2026September 22, 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.

Dream Finders Homes, Inc.

Report date September 18, 2026 · Filed September 22, 2026

Security / awardOwnership accountDisclosed shares / unitsDisclosure context
Class A common stock, par value $0.01 per shareSEC Table I · non-derivativeDirect107,670 Reported balance After 2026-09-18 transaction · row 1
1 source row

Row 1 · 2026-09-18 · Grant · Acquired 12,158 · Balance 107,670

F1: These shares of restricted stock, subject to time vesting and subject to continued service with Dream Finders Homes, Inc., will vest on March 6, 2027.

Filing footnotes · ownership attribution and instrument terms

F1: These shares of restricted stock, subject to time vesting and subject to continued service with Dream Finders Homes, Inc., will vest on March 6, 2027.

Past disclosures · reporting ended (1)

No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.

TIAA FSB Holdings, Inc.

Report date June 09, 2017 · Filed June 12, 2017

Section 16 reporting ended · disclosed 2017-06-12. Current position is not established by this disclosure.

Security / awardOwnership accountDisclosed shares / unitsDisclosure context
Common Stock, par value $0.01 per shareSEC Table I · non-derivativeDirect0 Reported balance After 2017-06-09 transaction · row 1
1 source row

Row 1 · 2017-06-09 · Disposition to issuer · Disposed 17,084 · Balance 0

F1: Pursuant to the Agreement and Plan of Merger, dated as of August 7, 2016 (the "Merger Agreement"), by and among Teachers Insurance and Annuity Association of America, a New York stock life insurance company ("TIAA"), TIAA FSB Holdings, Inc. (formerly known as EverBank Financial Corp), a Delaware corporation (the "Company"), TCT Holdings, Inc., a Delaware corporation and wholly owned subsidiary of TIAA ("TCT Holdings"), and Dolphin Sub Corporation, a Delaware corporation and wholly owned subsidiary of TCT Holdings ("Merger Sub"), at the effective time ("Effective Time") of the merger of Merger Sub with and into the Company, with the Company as the surviving entity and a wholly owned subsidiary of TIAA (the "Merger"), each share of the Company's common stock, par value $0.01 per share (the "Company Common Stock") owned by the reporting person was converted into the right to receive $19.50 in cash without interest (the "Merger Consideration").

Performance-Based Restricted Common Stock UnitSEC Table II · derivative / convertible security · Conversion / exercise price $0.00Direct0 Reported balance After 2017-06-09 transaction · row 2 Instrument identity requires review; Table II rows are not merged.
1 source row

Row 2 · 2017-06-09 · Disposition to issuer · Disposed 8,840 · Balance 0

F3: Pursuant to the Merger Agreement, at the Effective Time, each outstanding Company PBRSU granted by the Company became fully vested and was converted automatically into the right to receive an amount in cash without interest equal to the product of (x) the number of shares of Company Common Stock subject to such unit based on target performance, multiplied by (y) the Merger Consideration.

F2: 8,840 restricted common stock units of the Company that are subject to performance-based vesting conditions (each, a "Company PBRSU"), which would have vested on March 29, 2018 and March 29, 2019, were cancelled in connection with the Merger in exchange for a cash payment pursuant to the Merger Agreement.

Restricted Common Stock UnitSEC Table II · derivative / convertible security · Conversion / exercise price $0.00Direct0 Reported balance After 2017-06-09 transaction · row 3 Instrument identity requires review; Table II rows are not merged.
1 source row

Row 3 · 2017-06-09 · Disposition to issuer · Disposed 10,769 · Balance 0

F5: Pursuant to the Merger Agreement, at the Effective Time, each outstanding Company RSU granted by the Company became fully vested and was converted automatically into the right to receive an amount in cash without interest equal to the product of (x) the number of shares of Company Common Stock subject to such unit, multiplied by (y) the Merger Consideration.

F4: 10,769 units of the Company's restricted common stock unit subject only to service-based vesting conditions (each, a "Company RSU"), which would have vested on March 9, 2018, were canceled in connection with the Merger in exchange for a cash payment pursuant to the Merger Agreement.

Restricted Common Stock UnitSEC Table II · derivative / convertible security · Conversion / exercise price $0.00Direct0 Reported balance After 2017-06-09 transaction · row 4 Instrument identity requires review; Table II rows are not merged.
1 source row

Row 4 · 2017-06-09 · Disposition to issuer · Disposed 13,260 · Balance 0

F5: Pursuant to the Merger Agreement, at the Effective Time, each outstanding Company RSU granted by the Company became fully vested and was converted automatically into the right to receive an amount in cash without interest equal to the product of (x) the number of shares of Company Common Stock subject to such unit, multiplied by (y) the Merger Consideration.

F6: 13,260 Company RSUs, which would have vested on March 29, 2019, were canceled in connection with the Merger in exchange for a cash payment pursuant to the Merger Agreement.

Employee Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $15.90 · Expires 2021-06-06Direct0 Reported balance After 2017-06-09 transaction · row 5 Instrument identity requires review; Table II rows are not merged.
1 source row

Row 5 · 2017-06-09 · Disposition to issuer · Disposed 75,000 · Balance 0

F7: Pursuant to the Merger Agreement, at the Effective Time, each outstanding employee stock option granted by the Company to purchase shares of Company Common Stock under the Company's stock plans (each, a "Company Stock Option") became fully vested and was converted automatically into the right to receive an amount in cash without interest equal to the product of (x) the number of shares of Company Common Stock subject to such option, multiplied by (y) the excess, if any, of the Merger Consideration over the exercise price per share of such option.

Employee Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $16.71 · Expires 2023-03-06Direct0 Reported balance After 2017-06-09 transaction · row 6 Instrument identity requires review; Table II rows are not merged.
1 source row

Row 6 · 2017-06-09 · Disposition to issuer · Disposed 16,600 · Balance 0

F7: Pursuant to the Merger Agreement, at the Effective Time, each outstanding employee stock option granted by the Company to purchase shares of Company Common Stock under the Company's stock plans (each, a "Company Stock Option") became fully vested and was converted automatically into the right to receive an amount in cash without interest equal to the product of (x) the number of shares of Company Common Stock subject to such option, multiplied by (y) the excess, if any, of the Merger Consideration over the exercise price per share of such option.

Employee Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $18.60 · Expires 2024-03-07Direct0 Reported balance After 2017-06-09 transaction · row 7 Instrument identity requires review; Table II rows are not merged.
1 source row

Row 7 · 2017-06-09 · Disposition to issuer · Disposed 28,302 · Balance 0

F7: Pursuant to the Merger Agreement, at the Effective Time, each outstanding employee stock option granted by the Company to purchase shares of Company Common Stock under the Company's stock plans (each, a "Company Stock Option") became fully vested and was converted automatically into the right to receive an amount in cash without interest equal to the product of (x) the number of shares of Company Common Stock subject to such option, multiplied by (y) the excess, if any, of the Merger Consideration over the exercise price per share of such option.

Employee Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $18.08 · Expires 2025-03-09Direct0 Reported balance After 2017-06-09 transaction · row 8 Instrument identity requires review; Table II rows are not merged.
1 source row

Row 8 · 2017-06-09 · Disposition to issuer · Disposed 32,552 · Balance 0

F7: Pursuant to the Merger Agreement, at the Effective Time, each outstanding employee stock option granted by the Company to purchase shares of Company Common Stock under the Company's stock plans (each, a "Company Stock Option") became fully vested and was converted automatically into the right to receive an amount in cash without interest equal to the product of (x) the number of shares of Company Common Stock subject to such option, multiplied by (y) the excess, if any, of the Merger Consideration over the exercise price per share of such option.

F8: 32,552 Company Stock Options, which would have vested on March 9, 2018, were canceled in connection with the Merger in exchange for a cash payment pursuant to the Merger Agreement.

Filing footnotes · ownership attribution and instrument terms

F1: Pursuant to the Agreement and Plan of Merger, dated as of August 7, 2016 (the "Merger Agreement"), by and among Teachers Insurance and Annuity Association of America, a New York stock life insurance company ("TIAA"), TIAA FSB Holdings, Inc. (formerly known as EverBank Financial Corp), a Delaware corporation (the "Company"), TCT Holdings, Inc., a Delaware corporation and wholly owned subsidiary of TIAA ("TCT Holdings"), and Dolphin Sub Corporation, a Delaware corporation and wholly owned subsidiary of TCT Holdings ("Merger Sub"), at the effective time ("Effective Time") of the merger of Merger Sub with and into the Company, with the Company as the surviving entity and a wholly owned subsidiary of TIAA (the "Merger"), each share of the Company's common stock, par value $0.01 per share (the "Company Common Stock") owned by the reporting person was converted into the right to receive $19.50 in cash without interest (the "Merger Consideration").

F2: 8,840 restricted common stock units of the Company that are subject to performance-based vesting conditions (each, a "Company PBRSU"), which would have vested on March 29, 2018 and March 29, 2019, were cancelled in connection with the Merger in exchange for a cash payment pursuant to the Merger Agreement.

F3: Pursuant to the Merger Agreement, at the Effective Time, each outstanding Company PBRSU granted by the Company became fully vested and was converted automatically into the right to receive an amount in cash without interest equal to the product of (x) the number of shares of Company Common Stock subject to such unit based on target performance, multiplied by (y) the Merger Consideration.

F4: 10,769 units of the Company's restricted common stock unit subject only to service-based vesting conditions (each, a "Company RSU"), which would have vested on March 9, 2018, were canceled in connection with the Merger in exchange for a cash payment pursuant to the Merger Agreement.

F5: Pursuant to the Merger Agreement, at the Effective Time, each outstanding Company RSU granted by the Company became fully vested and was converted automatically into the right to receive an amount in cash without interest equal to the product of (x) the number of shares of Company Common Stock subject to such unit, multiplied by (y) the Merger Consideration.

F6: 13,260 Company RSUs, which would have vested on March 29, 2019, were canceled in connection with the Merger in exchange for a cash payment pursuant to the Merger Agreement.

F7: Pursuant to the Merger Agreement, at the Effective Time, each outstanding employee stock option granted by the Company to purchase shares of Company Common Stock under the Company's stock plans (each, a "Company Stock Option") became fully vested and was converted automatically into the right to receive an amount in cash without interest equal to the product of (x) the number of shares of Company Common Stock subject to such option, multiplied by (y) the excess, if any, of the Merger Consideration over the exercise price per share of such option.

F8: 32,552 Company Stock Options, which would have vested on March 9, 2018, were canceled in connection with the Merger in exchange for a cash payment pursuant to the Merger Agreement.

Transaction history

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Purchases/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 dateCompanyActivity / securityShares / unitsReported priceReported valueDetails
September 18, 2026 Filed Sep 22, 2026 20:46 UTC Dream Finders Homes, Inc. DFH · Entity 4812 GrantClass A common stock, par value $0.01 per share 12,158 $0.00 $0.00
Disclosure

SEC source: 0000897069-26-001794 · form4.xml · nonDerivative · entry 1

Fischer Steven · CIK 0001546535 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 107,670

F1 · shares: These shares of restricted stock, subject to time vesting and subject to continued service with Dream Finders Homes, Inc., will vest on March 6, 2027.

Read SEC document
June 09, 2017 Filed Jun 12, 2017 19:42 UTC TIAA FSB Holdings, Inc. EVER · Entity 175273 Disposition to issuerEmployee Stock Option (right to buy) · Derivative 32,552 Not disclosed Strike: $18.08 Not disclosed
Disclosure

SEC source: 0000950103-17-005694 · dp77236_4-fischer.xml · derivative · entry 8

Fischer Steven · CIK 0001546535 · EVP and CFO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock, par value $0.01 per share · 32,552 shares

Expires 2025-03-09

F7 · price: Pursuant to the Merger Agreement, at the Effective Time, each outstanding employee stock option granted by the Company to purchase shares of Company Common Stock under the Company's stock plans (each, a "Company Stock Option") became fully vested and was converted automatically into the right to receive an amount in cash without interest equal to the product of (x) the number of shares of Company Common Stock subject to such option, multiplied by (y) the excess, if any, of the Merger Consideration over the exercise price per share of such option.

F8 · derivative.exercise_date: 32,552 Company Stock Options, which would have vested on March 9, 2018, were canceled in connection with the Merger in exchange for a cash payment pursuant to the Merger Agreement.

Read SEC document
June 09, 2017 Filed Jun 12, 2017 19:42 UTC TIAA FSB Holdings, Inc. EVER · Entity 175273 Disposition to issuerEmployee Stock Option (right to buy) · Derivative 28,302 Not disclosed Strike: $18.60 Not disclosed
Disclosure

SEC source: 0000950103-17-005694 · dp77236_4-fischer.xml · derivative · entry 7

Fischer Steven · CIK 0001546535 · EVP and CFO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock, par value $0.01 per share · 28,302 shares

Expires 2024-03-07

F7 · price: Pursuant to the Merger Agreement, at the Effective Time, each outstanding employee stock option granted by the Company to purchase shares of Company Common Stock under the Company's stock plans (each, a "Company Stock Option") became fully vested and was converted automatically into the right to receive an amount in cash without interest equal to the product of (x) the number of shares of Company Common Stock subject to such option, multiplied by (y) the excess, if any, of the Merger Consideration over the exercise price per share of such option.

Read SEC document
June 09, 2017 Filed Jun 12, 2017 19:42 UTC TIAA FSB Holdings, Inc. EVER · Entity 175273 Disposition to issuerEmployee Stock Option (right to buy) · Derivative 16,600 Not disclosed Strike: $16.71 Not disclosed
Disclosure

SEC source: 0000950103-17-005694 · dp77236_4-fischer.xml · derivative · entry 6

Fischer Steven · CIK 0001546535 · EVP and CFO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock, par value $0.01 per share · 16,600 shares

Expires 2023-03-06

F7 · price: Pursuant to the Merger Agreement, at the Effective Time, each outstanding employee stock option granted by the Company to purchase shares of Company Common Stock under the Company's stock plans (each, a "Company Stock Option") became fully vested and was converted automatically into the right to receive an amount in cash without interest equal to the product of (x) the number of shares of Company Common Stock subject to such option, multiplied by (y) the excess, if any, of the Merger Consideration over the exercise price per share of such option.

Read SEC document
June 09, 2017 Filed Jun 12, 2017 19:42 UTC TIAA FSB Holdings, Inc. EVER · Entity 175273 Disposition to issuerEmployee Stock Option (right to buy) · Derivative 75,000 Not disclosed Strike: $15.90 Not disclosed
Disclosure

SEC source: 0000950103-17-005694 · dp77236_4-fischer.xml · derivative · entry 5

Fischer Steven · CIK 0001546535 · EVP and CFO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock, par value $0.01 per share · 75,000 shares

Expires 2021-06-06

F7 · price: Pursuant to the Merger Agreement, at the Effective Time, each outstanding employee stock option granted by the Company to purchase shares of Company Common Stock under the Company's stock plans (each, a "Company Stock Option") became fully vested and was converted automatically into the right to receive an amount in cash without interest equal to the product of (x) the number of shares of Company Common Stock subject to such option, multiplied by (y) the excess, if any, of the Merger Consideration over the exercise price per share of such option.

Read SEC document
June 09, 2017 Filed Jun 12, 2017 19:42 UTC TIAA FSB Holdings, Inc. EVER · Entity 175273 Disposition to issuerRestricted Common Stock Unit · Derivative 13,260 Not disclosed Strike: $0.00 Not disclosed
Disclosure

SEC source: 0000950103-17-005694 · dp77236_4-fischer.xml · derivative · entry 4

Fischer Steven · CIK 0001546535 · EVP and CFO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock, par value $0.01 per share · 13,260 shares

Expires not disclosed

F5 · price: Pursuant to the Merger Agreement, at the Effective Time, each outstanding Company RSU granted by the Company became fully vested and was converted automatically into the right to receive an amount in cash without interest equal to the product of (x) the number of shares of Company Common Stock subject to such unit, multiplied by (y) the Merger Consideration.

F6 · derivative.exercise_date: 13,260 Company RSUs, which would have vested on March 29, 2019, were canceled in connection with the Merger in exchange for a cash payment pursuant to the Merger Agreement.

F6 · derivative.expiration_date: 13,260 Company RSUs, which would have vested on March 29, 2019, were canceled in connection with the Merger in exchange for a cash payment pursuant to the Merger Agreement.

Read SEC document
June 09, 2017 Filed Jun 12, 2017 19:42 UTC TIAA FSB Holdings, Inc. EVER · Entity 175273 Disposition to issuerRestricted Common Stock Unit · Derivative 10,769 Not disclosed Strike: $0.00 Not disclosed
Disclosure

SEC source: 0000950103-17-005694 · dp77236_4-fischer.xml · derivative · entry 3

Fischer Steven · CIK 0001546535 · EVP and CFO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock, par value $0.01 per share · 10,769 shares

Expires not disclosed

F5 · price: Pursuant to the Merger Agreement, at the Effective Time, each outstanding Company RSU granted by the Company became fully vested and was converted automatically into the right to receive an amount in cash without interest equal to the product of (x) the number of shares of Company Common Stock subject to such unit, multiplied by (y) the Merger Consideration.

F4 · derivative.exercise_date: 10,769 units of the Company's restricted common stock unit subject only to service-based vesting conditions (each, a "Company RSU"), which would have vested on March 9, 2018, were canceled in connection with the Merger in exchange for a cash payment pursuant to the Merger Agreement.

F4 · derivative.expiration_date: 10,769 units of the Company's restricted common stock unit subject only to service-based vesting conditions (each, a "Company RSU"), which would have vested on March 9, 2018, were canceled in connection with the Merger in exchange for a cash payment pursuant to the Merger Agreement.

Read SEC document
June 09, 2017 Filed Jun 12, 2017 19:42 UTC TIAA FSB Holdings, Inc. EVER · Entity 175273 Disposition to issuerPerformance-Based Restricted Common Stock Unit · Derivative 8,840 Not disclosed Strike: $0.00 Not disclosed
Disclosure

SEC source: 0000950103-17-005694 · dp77236_4-fischer.xml · derivative · entry 2

Fischer Steven · CIK 0001546535 · EVP and CFO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock, par value $0.01 per share · 8,840 shares

Expires not disclosed

F3 · price: Pursuant to the Merger Agreement, at the Effective Time, each outstanding Company PBRSU granted by the Company became fully vested and was converted automatically into the right to receive an amount in cash without interest equal to the product of (x) the number of shares of Company Common Stock subject to such unit based on target performance, multiplied by (y) the Merger Consideration.

F2 · derivative.exercise_date: 8,840 restricted common stock units of the Company that are subject to performance-based vesting conditions (each, a "Company PBRSU"), which would have vested on March 29, 2018 and March 29, 2019, were cancelled in connection with the Merger in exchange for a cash payment pursuant to the Merger Agreement.

F2 · derivative.expiration_date: 8,840 restricted common stock units of the Company that are subject to performance-based vesting conditions (each, a "Company PBRSU"), which would have vested on March 29, 2018 and March 29, 2019, were cancelled in connection with the Merger in exchange for a cash payment pursuant to the Merger Agreement.

Read SEC document
June 09, 2017 Filed Jun 12, 2017 19:42 UTC TIAA FSB Holdings, Inc. EVER · Entity 175273 Disposition to issuerCommon Stock, par value $0.01 per share 17,084 $19.50 $333,138.00
Disclosure

SEC source: 0000950103-17-005694 · dp77236_4-fischer.xml · nonDerivative · entry 1

Fischer Steven · CIK 0001546535 · EVP and CFO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

F1 · price: Pursuant to the Agreement and Plan of Merger, dated as of August 7, 2016 (the "Merger Agreement"), by and among Teachers Insurance and Annuity Association of America, a New York stock life insurance company ("TIAA"), TIAA FSB Holdings, Inc. (formerly known as EverBank Financial Corp), a Delaware corporation (the "Company"), TCT Holdings, Inc., a Delaware corporation and wholly owned subsidiary of TIAA ("TCT Holdings"), and Dolphin Sub Corporation, a Delaware corporation and wholly owned subsidiary of TCT Holdings ("Merger Sub"), at the effective time ("Effective Time") of the merger of Merger Sub with and into the Company, with the Company as the surviving entity and a wholly owned subsidiary of TIAA (the "Merger"), each share of the Company's common stock, par value $0.01 per share (the "Company Common Stock") owned by the reporting person was converted into the right to receive $19.50 in cash without interest (the "Merger Consideration").

Read SEC document
March 29, 2017 Filed Apr 3, 2017 17:46 UTC TIAA FSB Holdings, Inc. EVER · Entity 175273 Exercise / conversionPerformance Units · Derivative 4,420 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001209191-17-024250 · doc4.xml · derivative · entry 2

Fischer Steven · CIK 0001546535 · EVP and CFO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 22,100

Underlying: Common Stock, par value $0.01 per share · 4,420 shares

Expires 2017-03-29

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.

F2 · balance_after: The performance units will be settled in shares of EVER common stock upon the achievement of certain performance goals. On March 29, 2018, 4420 performance units will vest and convert to shares of common stock if the second performance goal is achieved. On March 29, 2019, up to 22,100 performance units may vest and convert to shares of common stock (less the shares that previously vested in 2018) if the third performance goal is achieved.

Read SEC document
March 29, 2017 Filed Apr 3, 2017 17:46 UTC TIAA FSB Holdings, Inc. EVER · Entity 175273 Exercise / conversionCommon Stock, par value $0.01 per share 4,420 $0.00 $0.00
Disclosure

SEC source: 0001209191-17-024250 · doc4.xml · nonDerivative · entry 1

Fischer Steven · CIK 0001546535 · EVP and CFO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 17,084

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 · kind: Settlement of performance units granted on March 29, 2016. Each performance unit represents the right to receive one share of common stock.

Read SEC document
March 07, 2017 Filed Mar 9, 2017 16:40 UTC TIAA FSB Holdings, Inc. EVER · Entity 175273 Exercise / conversionRestricted Common Stock Unit · Derivative 10,179 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001209191-17-019633 · doc4.xml · derivative · entry 3

Fischer Steven · CIK 0001546535 · EVP and CFO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock, par vaue $0.01 per share · 10,179 shares

Expires 2017-03-07

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 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of EVER common stock.

Read SEC document
March 07, 2017 Filed Mar 9, 2017 16:40 UTC TIAA FSB Holdings, Inc. EVER · Entity 175273 Tax withholdingCommon Stock, par value $0.01 per share 2,784 $19.44 $54,120.96
Disclosure

SEC source: 0001209191-17-019633 · doc4.xml · nonDerivative · entry 2

Fischer Steven · CIK 0001546535 · EVP and CFO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 12,664

Read SEC document
March 07, 2017 Filed Mar 9, 2017 16:40 UTC TIAA FSB Holdings, Inc. EVER · Entity 175273 Exercise / conversionCommon Stock, par value $0.01 per share 10,179 $0.00 $0.00
Disclosure

SEC source: 0001209191-17-019633 · doc4.xml · nonDerivative · entry 1

Fischer Steven · CIK 0001546535 · EVP and CFO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 15,448

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.

Read SEC document
November 15, 2016 Filed Nov 17, 2016 16:36 UTC TIAA FSB Holdings, Inc. EVER · Entity 175273 SaleCommon Stock, par value $0.01 per share 3,500 $19.31 $67,585.00
Disclosure

SEC source: 0001209191-16-150892 · doc4.xml · nonDerivative · entry 1

Fischer Steven · CIK 0001546535 · EVP and CFO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 5,269

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.