Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| TFS Financial CORPTFSL · Entity 3924 | Chief Synergy Officer | June 15, 2026 | June 16, 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 June 15, 2026 · Filed June 16, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 74,985 |
Ending reported balance
After 2026-06-15 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2026-06-15 · Exercise / conversion · Acquired 67,500 · Balance 136,319 F1: These common shares were acquired upon the exercise and settlement of certain stock options. Row 2 · 2026-06-15 · Tax withholding · Disposed 61,334 · Balance 74,985 F2: These common shares were delivered to the issuer to pay for the options exercise price and applicable withholding tax due upon the exercise of certain stock options. |
| Employee Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $14.74 · Expires 2028-01-05 | Direct | 0 |
Reported balance
After 2026-06-15 transaction · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · 2026-06-15 · Exercise / conversion · Disposed 67,500 · Balance 0 F4: As reported on a Form 4 dated January 8, 2018, the reporting person received a grant of 187,500 stock options. These stock options vest in three equal annual installments beginning December 10, 2018. |
| Employee Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $19.31 · Expires 2026-12-15 | Direct | 79,400 |
Reported balance
Holding disclosure · report date 2026-06-15 · row 10
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 10 · Balance 79,400 F10: As reported on a Form 4 dated December 15, 2016, the reporting person received a grant of 79,400 stock options. These stock options vest in three equal annual installments beginning December 10, 2017. |
| Common StockSEC Table I · non-derivative | IndirectBy ESOP | 14,234 |
Reported balance
Holding disclosure · report date 2026-06-15 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 14,234 F3: Reflects transactions not required to be reported under Section 16 of the Securities Exchange Act, as amended. |
| Common StockSEC Table I · non-derivative | IndirectBy 401(k) | 5,323 |
Reported balance
Holding disclosure · report date 2026-06-15 · row 4
Holding and transaction disclosures are not merged.
1 source rowRow 4 · Balance 5,323 F3: 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 | 15,800 |
Reported balance
Holding disclosure · report date 2026-06-15 · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · Balance 15,800 F5: Each restricted and performance stock unit represents a contingent right to receive one share of TFS Financial Corporation common stock. Restricted and performance 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. F6: On December 18, 2025, the reporting person received a grant of 15,800 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 | 4,734 |
Reported balance
Holding disclosure · report date 2026-06-15 · row 7
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 7 · Balance 4,734 F5: Each restricted and performance stock unit represents a contingent right to receive one share of TFS Financial Corporation common stock. Restricted and performance 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. F7: On March 4, 2024, the reporting person received a grant of 14,200 Restricted Stock Units (RSUs). These RSUs vest in three equal annual installments beginning December 10, 2024. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 10,600 |
Reported balance
Holding disclosure · report date 2026-06-15 · row 8
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 8 · Balance 10,600 F5: Each restricted and performance stock unit represents a contingent right to receive one share of TFS Financial Corporation common stock. Restricted and performance 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. F8: On December 19, 2024, the reporting person received a grant of 15,900 Restricted Stock Units (RSUs). These RSUs vest in three equal annual installments beginning December 10, 2025. |
| Performance Restricted Share UnitsSEC Table II · derivative / convertible security | Direct | 12,400 |
Reported balance
Holding disclosure · report date 2026-06-15 · row 9
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 9 · Balance 12,400 F5: Each restricted and performance stock unit represents a contingent right to receive one share of TFS Financial Corporation common stock. Restricted and performance 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. F9: On November 25, 2025, the reporting person achieved performance level of 100% on a target award of 12,400 Performance Share Units ("PSUs"), resulting in a total earned award of 12,400 shares. This represents the final determination a March 4, 2024 award that was dependent on certain performance results during the two fiscal year period ended September 30, 2025. Each PSU represents a contingent right to receive one share of TFS Financial Corporation common stock and 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 during the period the award was outstanding. The shares and dividend equivalent payment will vest and distribute to the reporting person on December 10, 2026. |
Filing footnotes · ownership attribution and instrument terms
F1: These common shares were acquired upon the exercise and settlement of certain stock options.
F2: These common shares were delivered to the issuer to pay for the options exercise price and applicable withholding tax due upon the exercise of certain stock options.
F3: Reflects transactions not required to be reported under Section 16 of the Securities Exchange Act, as amended.
F4: As reported on a Form 4 dated January 8, 2018, the reporting person received a grant of 187,500 stock options. These stock options vest in three equal annual installments beginning December 10, 2018.
F5: Each restricted and performance stock unit represents a contingent right to receive one share of TFS Financial Corporation common stock. Restricted and performance 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.
F6: On December 18, 2025, the reporting person received a grant of 15,800 Restricted Stock Units (RSUs). These RSUs vest in three equal annual installments beginning December 10, 2026.
F7: On March 4, 2024, the reporting person received a grant of 14,200 Restricted Stock Units (RSUs). These RSUs vest in three equal annual installments beginning December 10, 2024.
F8: On December 19, 2024, the reporting person received a grant of 15,900 Restricted Stock Units (RSUs). These RSUs vest in three equal annual installments beginning December 10, 2025.
F9: On November 25, 2025, the reporting person achieved performance level of 100% on a target award of 12,400 Performance Share Units ("PSUs"), resulting in a total earned award of 12,400 shares. This represents the final determination a March 4, 2024 award that was dependent on certain performance results during the two fiscal year period ended September 30, 2025. Each PSU represents a contingent right to receive one share of TFS Financial Corporation common stock and 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 during the period the award was outstanding. The shares and dividend equivalent payment will vest and distribute to the reporting person on December 10, 2026.
F10: As reported on a Form 4 dated December 15, 2016, the reporting person received a grant of 79,400 stock options. These stock options vest in three equal annual installments beginning December 10, 2017.
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 |
|---|---|---|---|---|---|---|
| December 10, 2018 Filed Dec 12, 2018 21:28 UTC | TFS Financial CORP TFSL · Entity 3924 | Exercise / conversionRestricted Stock Units · Derivative | 2,633 | $0.00 | $0.00 |
DisclosureSEC source: 0001381668-18-000127 · wf-form4_154465006345451.xml · derivative · entry 8 Zbanek Cathy W · CIK 0001566345 · Chief Mkting Off / HR Off 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,527 Underlying: Common Stock · 2,633 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. F6 · derivative.exercise_date: As reported on a Form 4 dated January 8, 2018, the reporting person received a grant of 7,900 Restricted Stock Units ("RSUs"). These RSUs vest in three equal annual installments beginning December 10, 2018. F6 · derivative.expiration_date: As reported on a Form 4 dated January 8, 2018, the reporting person received a grant of 7,900 Restricted Stock Units ("RSUs"). These RSUs vest in three equal annual installments beginning December 10, 2018. Read SEC document |
| December 10, 2018 Filed Dec 12, 2018 21:28 UTC | TFS Financial CORP TFSL · Entity 3924 | Exercise / conversionRestricted Stock Units · Derivative | 1,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001381668-18-000127 · wf-form4_154465006345451.xml · derivative · entry 7 Zbanek Cathy W · CIK 0001566345 · Chief Mkting Off / HR Off 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,500 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: As reported on a Form 4 dated December 17, 2015, the reporting person received a grant of 4,500 Restricted Stock Units ("RSUs") on December 15, 2015. These RSUs vest in three equal annual installments beginning December 10, 2016. F5 · derivative.expiration_date: As reported on a Form 4 dated December 17, 2015, the reporting person received a grant of 4,500 Restricted Stock Units ("RSUs") on December 15, 2015. These RSUs vest in three equal annual installments beginning December 10, 2016. Read SEC document |
| December 10, 2018 Filed Dec 12, 2018 21:28 UTC | TFS Financial CORP TFSL · Entity 3924 | Tax withholdingCommon Stock | 2,843 | $16.33 | $46,426.19 |
DisclosureSEC source: 0001381668-18-000127 · wf-form4_154465006345451.xml · nonDerivative · entry 4 Zbanek Cathy W · CIK 0001566345 · Chief Mkting Off / HR Off 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,224 F2 · shares: These common shares were delivered to the issuer to pay for the applicable withholding tax due upon vesting of certain restricted stock units. Read SEC document |
| December 10, 2018 Filed Dec 12, 2018 21:28 UTC | TFS Financial CORP TFSL · Entity 3924 | Exercise / conversionCommon Stock | 1,933 | $0.00 | $0.00 |
DisclosureSEC source: 0001381668-18-000127 · wf-form4_154465006345451.xml · nonDerivative · entry 3 Zbanek Cathy W · CIK 0001566345 · Chief Mkting Off / HR Off 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 36,067 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. Read SEC document |
| December 10, 2018 Filed Dec 12, 2018 21:28 UTC | TFS Financial CORP TFSL · Entity 3924 | Exercise / conversionCommon Stock | 2,633 | $0.00 | $0.00 |
DisclosureSEC source: 0001381668-18-000127 · wf-form4_154465006345451.xml · nonDerivative · entry 2 Zbanek Cathy W · CIK 0001566345 · Chief Mkting Off / HR Off 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 34,134 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. Read SEC document |
| December 10, 2018 Filed Dec 12, 2018 21:28 UTC | TFS Financial CORP TFSL · Entity 3924 | Exercise / conversionCommon Stock | 1,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001381668-18-000127 · wf-form4_154465006345451.xml · nonDerivative · entry 1 Zbanek Cathy W · CIK 0001566345 · Chief Mkting Off / HR Off 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,501 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. Read SEC document |
| May 28, 2018 Filed May 30, 2018 20:32 UTC | TFS Financial CORP TFSL · Entity 3924 | Exercise / conversionRestricted Stock Units · Derivative | 4,080 | $0.00 | $0.00 |
DisclosureSEC source: 0001381668-18-000055 · wf-form4_152771230941502.xml · derivative · entry 5 Zbanek Cathy W · CIK 0001566345 · Chief Mkting Off of subsidiary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,160 Underlying: Common Stock · 4,080 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. 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: As reported on a Form 4 dated May 29, 2015, the reporting person received a grant of 20,400 Restricted Stock Units ("RSUs") on May 28, 2015. These RSUs vest in five equal annual installments beginning on May 28, 2016. F3 · derivative.expiration_date: As reported on a Form 4 dated May 29, 2015, the reporting person received a grant of 20,400 Restricted Stock Units ("RSUs") on May 28, 2015. These RSUs vest in five equal annual installments beginning on May 28, 2016. Read SEC document |
| May 28, 2018 Filed May 30, 2018 20:32 UTC | TFS Financial CORP TFSL · Entity 3924 | Tax withholdingCommon Stock | 1,912 | $15.28 | $29,215.36 |
DisclosureSEC source: 0001381668-18-000055 · wf-form4_152771230941502.xml · nonDerivative · entry 2 Zbanek Cathy W · CIK 0001566345 · Chief Mkting Off of subsidiary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,001 Read SEC document |
| May 28, 2018 Filed May 30, 2018 20:32 UTC | TFS Financial CORP TFSL · Entity 3924 | Exercise / conversionCommon Stock | 4,080 | $0.00 | $0.00 |
DisclosureSEC source: 0001381668-18-000055 · wf-form4_152771230941502.xml · nonDerivative · entry 1 Zbanek Cathy W · CIK 0001566345 · Chief Mkting Off of subsidiary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,913 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 |
| March 14, 2018 Filed Mar 16, 2018 17:19 UTC | TFS Financial CORP TFSL · Entity 3924 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 25,000 | $0.00 Strike: $11.95 | $0.00 |
DisclosureSEC source: 0001381668-18-000041 · wf-form4_152122075922873.xml · derivative · entry 5 Zbanek Cathy W · CIK 0001566345 · Chief Mkting Off of subsidiary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 25,000 shares Expires 2019-08-10 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 · derivative.exercise_date: The reporting person received a grant of 25,000 stock options on March 12, 2009. These stock options vest in three equal annual installments beginning August 11, 2011. Read SEC document |
| March 14, 2018 Filed Mar 16, 2018 17:19 UTC | TFS Financial CORP TFSL · Entity 3924 | Tax withholdingCommon Stock | 22,326 | $15.37 | $343,150.62 |
DisclosureSEC source: 0001381668-18-000041 · wf-form4_152122075922873.xml · nonDerivative · entry 2 Zbanek Cathy W · CIK 0001566345 · Chief Mkting Off of subsidiary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,833 Read SEC document |
| March 14, 2018 Filed Mar 16, 2018 17:19 UTC | TFS Financial CORP TFSL · Entity 3924 | Exercise / conversionCommon Stock | 25,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001381668-18-000041 · wf-form4_152122075922873.xml · nonDerivative · entry 1 Zbanek Cathy W · CIK 0001566345 · Chief Mkting Off of subsidiary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 50,159 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 |
| January 05, 2018 Filed Jan 8, 2018 21:15 UTC | TFS Financial CORP TFSL · Entity 3924 | GrantRestricted Stock Units · Derivative | 7,900 | $0.00 | $0.00 |
DisclosureSEC source: 0001381668-18-000002 · wf-form4_151544610234656.xml · derivative · entry 5 Zbanek Cathy W · CIK 0001566345 · Chief Mkting Off of subsidiary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,900 Underlying: Common Stock · 7,900 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 January 5, 2018, the reporting person received a grant of 7,900 Restricted Stock Units ("RSUs"). These RSUs vest in three equal annual installments beginning December 10, 2018. F4 · derivative.expiration_date: On January 5, 2018, the reporting person received a grant of 7,900 Restricted Stock Units ("RSUs"). These RSUs vest in three equal annual installments beginning December 10, 2018. Read SEC document |
| January 05, 2018 Filed Jan 8, 2018 21:15 UTC | TFS Financial CORP TFSL · Entity 3924 | GrantEmployee Stock Option (right to buy) · Derivative | 187,500 | $0.00 Strike: $14.74 | $0.00 |
DisclosureSEC source: 0001381668-18-000002 · wf-form4_151544610234656.xml · derivative · entry 4 Zbanek Cathy W · CIK 0001566345 · Chief Mkting Off of subsidiary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 187,500 Underlying: Common Stock · 187,500 shares Expires 2028-01-05 F2 · derivative.exercise_date: On January 5, 2018, the reporting person received a grant of 187,500 stock options. These stock options vest in three equal annual installments beginning December 10, 2018. Read SEC document |
| December 10, 2017 Filed Dec 11, 2017 20:53 UTC | TFS Financial CORP TFSL · Entity 3924 | Exercise / conversionRestricted Stock Units · Derivative | 1,933 | $0.00 | $0.00 |
DisclosureSEC source: 0001381668-17-000091 · wf-form4_151302561917811.xml · derivative · entry 9 Zbanek Cathy W · CIK 0001566345 · Chief Mkting Off of subsidiary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,867 Underlying: Common Stock · 1,933 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. F7 · derivative.exercise_date: On December 15, 2016, the reporting person received a grant of 5,800 Restricted Stock Units ("RSUs"). These RSUs vest in three equal annual installments beginning December 10, 2017. F7 · derivative.expiration_date: On December 15, 2016, the reporting person received a grant of 5,800 Restricted Stock Units ("RSUs"). These RSUs vest in three equal annual installments beginning December 10, 2017. Read SEC document |
| December 10, 2017 Filed Dec 11, 2017 20:53 UTC | TFS Financial CORP TFSL · Entity 3924 | Exercise / conversionRestricted Stock Units · Derivative | 1,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001381668-17-000091 · wf-form4_151302561917811.xml · derivative · entry 8 Zbanek Cathy W · CIK 0001566345 · Chief Mkting Off of subsidiary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,500 Underlying: Common Stock · 1,500 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. F6 · derivative.exercise_date: As reported on a Form 4 dated December 17, 2015, the reporting person received a grant of 4,500 Restricted Stock Units ("RSUs") on December 15, 2015. These RSUs vest in three equal annual installments beginning December 10, 2016. F6 · derivative.expiration_date: As reported on a Form 4 dated December 17, 2015, the reporting person received a grant of 4,500 Restricted Stock Units ("RSUs") on December 15, 2015. These RSUs vest in three equal annual installments beginning December 10, 2016. Read SEC document |
| December 10, 2017 Filed Dec 11, 2017 20:53 UTC | TFS Financial CORP TFSL · Entity 3924 | Exercise / conversionRestricted Stock Units · Derivative | 1,100 | $0.00 | $0.00 |
DisclosureSEC source: 0001381668-17-000091 · wf-form4_151302561917811.xml · derivative · entry 7 Zbanek Cathy W · CIK 0001566345 · Chief Mkting Off of subsidiary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,100 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: As reported on a Form 4 dated December 19, 2014, the reporting person received a grant of 3,300 Restricted Stock Units ("RSUs"). These RSUs vest in three equal annual installments beginning December 10, 2015. F5 · derivative.expiration_date: As reported on a Form 4 dated December 19, 2014, the reporting person received a grant of 3,300 Restricted Stock Units ("RSUs"). These RSUs vest in three equal annual installments beginning December 10, 2015. Read SEC document |
| December 10, 2017 Filed Dec 11, 2017 20:53 UTC | TFS Financial CORP TFSL · Entity 3924 | Tax withholdingCommon Stock | 2,242 | $15.25 | $34,190.50 |
DisclosureSEC source: 0001381668-17-000091 · wf-form4_151302561917811.xml · nonDerivative · entry 4 Zbanek Cathy W · CIK 0001566345 · Chief Mkting Off of subsidiary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,159 F2 · shares: These common shares were delivered to the issuer to pay for the applicable withholding tax due upon vesting of certain restricted stock units. Read SEC document |
| December 10, 2017 Filed Dec 11, 2017 20:53 UTC | TFS Financial CORP TFSL · Entity 3924 | Exercise / conversionCommon Stock | 1,933 | $0.00 | $0.00 |
DisclosureSEC source: 0001381668-17-000091 · wf-form4_151302561917811.xml · nonDerivative · entry 3 Zbanek Cathy W · CIK 0001566345 · Chief Mkting Off of subsidiary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,401 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. Read SEC document |
| December 10, 2017 Filed Dec 11, 2017 20:53 UTC | TFS Financial CORP TFSL · Entity 3924 | Exercise / conversionCommon Stock | 1,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001381668-17-000091 · wf-form4_151302561917811.xml · nonDerivative · entry 2 Zbanek Cathy W · CIK 0001566345 · Chief Mkting Off of subsidiary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,468 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. Read SEC document |
| December 10, 2017 Filed Dec 11, 2017 20:53 UTC | TFS Financial CORP TFSL · Entity 3924 | Exercise / conversionCommon Stock | 1,100 | $0.00 | $0.00 |
DisclosureSEC source: 0001381668-17-000091 · wf-form4_151302561917811.xml · nonDerivative · entry 1 Zbanek Cathy W · CIK 0001566345 · Chief Mkting Off of subsidiary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,968 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. Read SEC document |
| May 28, 2017 Filed May 31, 2017 19:55 UTC | TFS Financial CORP TFSL · Entity 3924 | Exercise / conversionRestricted Stock Units · Derivative | 4,080 | $0.00 | $0.00 |
DisclosureSEC source: 0001381668-17-000042 · wf-form4_149626052967154.xml · derivative · entry 5 Zbanek Cathy W · CIK 0001566345 · Chief Mkting Off of subsidiary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,240 Underlying: Common Stock · 4,080 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: As reported on a Form 4 dated May 29, 2015, the reporting person received a grant of 20,400 Restricted Stock Units ("RSUs") on May 28, 2015. These RSUs vest in five equal annual installments beginning on May 28, 2016. F5 · derivative.expiration_date: As reported on a Form 4 dated May 29, 2015, the reporting person received a grant of 20,400 Restricted Stock Units ("RSUs") on May 28, 2015. These RSUs vest in five equal annual installments beginning on May 28, 2016. Read SEC document |
| May 28, 2017 Filed May 31, 2017 19:55 UTC | TFS Financial CORP TFSL · Entity 3924 | Tax withholdingCommon Stock | 2,000 | $15.91 | $31,820.00 |
DisclosureSEC source: 0001381668-17-000042 · wf-form4_149626052967154.xml · nonDerivative · entry 2 Zbanek Cathy W · CIK 0001566345 · Chief Mkting Off of subsidiary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,868 F2 · shares: These common shares were delivered to the issuer to pay for the applicable withholding tax due upon vesting of certain restricted stock units. Read SEC document |
| May 28, 2017 Filed May 31, 2017 19:55 UTC | TFS Financial CORP TFSL · Entity 3924 | Exercise / conversionCommon Stock | 4,080 | $0.00 | $0.00 |
DisclosureSEC source: 0001381668-17-000042 · wf-form4_149626052967154.xml · nonDerivative · entry 1 Zbanek Cathy W · CIK 0001566345 · Chief Mkting Off of subsidiary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,868 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. Read SEC document |
| December 15, 2016 Filed Dec 15, 2016 21:30 UTC | TFS Financial CORP TFSL · Entity 3924 | GrantEmployee Stock Option (right to buy) · Derivative | 79,400 | $0.00 Strike: $19.32 | $0.00 |
DisclosureSEC source: 0001381668-16-000320 · wf-form4_148183741446980.xml · derivative · entry 5 Zbanek Cathy W · CIK 0001566345 · Chief Mkting Off of subsidiary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 79,400 Underlying: Common Stock · 79,400 shares Expires 2026-12-15 F4 · derivative.exercise_date: On December 15, 2016, the reporting person received a grant of 79,400 stock options. These stock options vest in three equal annual installments beginning December 10, 2017. Read SEC document |
| December 15, 2016 Filed Dec 15, 2016 21:30 UTC | TFS Financial CORP TFSL · Entity 3924 | GrantRestricted Stock Units · Derivative | 5,800 | $0.00 | $0.00 |
DisclosureSEC source: 0001381668-16-000320 · wf-form4_148183741446980.xml · derivative · entry 4 Zbanek Cathy W · CIK 0001566345 · Chief Mkting Off of subsidiary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,800 Underlying: Common Stock · 5,800 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 15, 2016, the reporting person received a grant of 5,800 Restricted Stock Units ("RSUs"). These RSUs vest in three equal annual installments beginning December 10, 2017. F3 · derivative.expiration_date: On December 15, 2016, the reporting person received a grant of 5,800 Restricted Stock Units ("RSUs"). These RSUs vest in three equal annual installments beginning December 10, 2017. Read SEC document |
| December 10, 2016 Filed Dec 13, 2016 18:55 UTC | TFS Financial CORP TFSL · Entity 3924 | Exercise / conversionRestricted Stock Units · Derivative | 1,100 | $0.00 | $0.00 |
DisclosureSEC source: 0001381668-16-000302 · wf-form4_148165530701277.xml · derivative · entry 7 Zbanek Cathy W · CIK 0001566345 · Chief Mkting Off of subsidiary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,100 Underlying: Common Stock · 1,100 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. F6 · derivative.exercise_date: As reported on a Form 4 dated December 19, 2014, the reporting person received a grant of 3,300 Restricted Stock Units ("RSUs"). These RSUs vest in three equal annual installments beginning December 10, 2015. F6 · derivative.expiration_date: As reported on a Form 4 dated December 19, 2014, the reporting person received a grant of 3,300 Restricted Stock Units ("RSUs"). These RSUs vest in three equal annual installments beginning December 10, 2015. Read SEC document |
| December 10, 2016 Filed Dec 13, 2016 18:55 UTC | TFS Financial CORP TFSL · Entity 3924 | Exercise / conversionRestricted Stock Units · Derivative | 1,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001381668-16-000302 · wf-form4_148165530701277.xml · derivative · entry 6 Zbanek Cathy W · CIK 0001566345 · Chief Mkting Off of subsidiary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,000 Underlying: Common Stock · 1,500 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: As reported on a Form 4 dated December 17, 2015, the reporting person received a grant of 4,500 Restricted Stock Units ("RSUs") on December 15, 2015. These RSUs vest in three equal annual installments beginning December 10, 2016. F5 · derivative.expiration_date: As reported on a Form 4 dated December 17, 2015, the reporting person received a grant of 4,500 Restricted Stock Units ("RSUs") on December 15, 2015. These RSUs vest in three equal annual installments beginning December 10, 2016. Read SEC document |
| December 10, 2016 Filed Dec 13, 2016 18:55 UTC | TFS Financial CORP TFSL · Entity 3924 | Tax withholdingCommon Stock | 1,274 | $19.83 | $25,263.42 |
DisclosureSEC source: 0001381668-16-000302 · wf-form4_148165530701277.xml · nonDerivative · entry 3 Zbanek Cathy W · CIK 0001566345 · Chief Mkting Off of subsidiary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,788 F2 · shares: These common shares were delivered to the issuer to pay for the applicable withholding tax due upon vesting of certain restricted stock units. Read SEC document |
| December 10, 2016 Filed Dec 13, 2016 18:55 UTC | TFS Financial CORP TFSL · Entity 3924 | Exercise / conversionCommon Stock | 1,100 | $0.00 | $0.00 |
DisclosureSEC source: 0001381668-16-000302 · wf-form4_148165530701277.xml · nonDerivative · entry 2 Zbanek Cathy W · CIK 0001566345 · Chief Mkting Off of subsidiary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,062 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. Read SEC document |
| December 10, 2016 Filed Dec 13, 2016 18:55 UTC | TFS Financial CORP TFSL · Entity 3924 | Exercise / conversionCommon Stock | 1,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001381668-16-000302 · wf-form4_148165530701277.xml · nonDerivative · entry 1 Zbanek Cathy W · CIK 0001566345 · Chief Mkting Off of subsidiary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,962 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. Read SEC document |
| December 02, 2016 Filed Dec 6, 2016 20:20 UTC | TFS Financial CORP TFSL · Entity 3924 | Exercise / conversionRestricted Stock Units · Derivative | 1,400 | $0.00 | $0.00 |
DisclosureSEC source: 0001381668-16-000272 · wf-form4_148105559964038.xml · derivative · entry 5 Zbanek Cathy W · CIK 0001566345 · Chief Mkting Off of subsidiary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,400 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: As reported on a Form 4 dated December 12, 2013, the reporting person received a grant of 4,200 Restricted Stock Units ("RSU's") on December 3, 2013. These RSU's vest in three equal annual installments beginning December 3, 2014. F5 · derivative.expiration_date: As reported on a Form 4 dated December 12, 2013, the reporting person received a grant of 4,200 Restricted Stock Units ("RSU's") on December 3, 2013. These RSU's vest in three equal annual installments beginning December 3, 2014. Read SEC document |
| December 02, 2016 Filed Dec 6, 2016 20:20 UTC | TFS Financial CORP TFSL · Entity 3924 | Tax withholdingCommon Stock | 460 | $18.61 | $8,560.60 |
DisclosureSEC source: 0001381668-16-000272 · wf-form4_148105559964038.xml · nonDerivative · entry 2 Zbanek Cathy W · CIK 0001566345 · Chief Mkting Off of subsidiary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,462 F2 · shares: These common shares were delivered to the issuer to pay for the applicable withholding tax due upon vesting of certain restricted stock units. Read SEC document |
| December 02, 2016 Filed Dec 6, 2016 20:20 UTC | TFS Financial CORP TFSL · Entity 3924 | Exercise / conversionCommon Stock | 1,400 | $0.00 | $0.00 |
DisclosureSEC source: 0001381668-16-000272 · wf-form4_148105559964038.xml · nonDerivative · entry 1 Zbanek Cathy W · CIK 0001566345 · Chief Mkting Off of subsidiary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,922 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. 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.