Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| TFS Financial CORPTFSL · Entity 3924 | Chief Consumer Banking Officer | June 05, 2026 | June 08, 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 05, 2026 · Filed June 08, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 20,418 |
Ending reported balance
After 2026-06-05 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2026-06-05 · Exercise / conversion · Acquired 5,000 · Balance 25,076 F1: These common shares were acquired upon the exercise and settlement of certain stock options. Row 2 · 2026-06-05 · Tax withholding · Disposed 4,658 · Balance 20,418 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 2026-06-05 transaction · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · 2026-06-05 · Exercise / conversion · Disposed 5,000 · Balance 0 F3: On January 5, 2018, the reporting person received a grant of 5,000 stock options. These options fully vest on December 10, 2020. |
| Employee Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $12.94 · Expires 2034-03-04 | Direct | 24,000 |
Reported balance
Holding disclosure · report date 2026-06-05 · row 7
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 7 · Balance 24,000 F6: On March 4, 2024, the reporting person received a grant of 24,000 stock options. These options fully vest on December 10, 2026. |
| Common StockSEC Table I · non-derivative | IndirectBy ESOP | 14,486 |
Reported balance
Holding disclosure · report date 2026-06-05 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 14,486 |
| Common StockSEC Table I · non-derivative | IndirectBy 401(k) | 1,513 |
Reported balance
Holding disclosure · report date 2026-06-05 · row 4
Holding and transaction disclosures are not merged.
1 source rowRow 4 · Balance 1,513 |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 8,000 |
Reported balance
Holding disclosure · report date 2026-06-05 · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · Balance 8,000 F4: 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 8,000 Restricted Stock Units (RSUs). These RSUs fully vest 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: On January 5, 2018, the reporting person received a grant of 5,000 stock options. These options fully vest on December 10, 2020.
F4: 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 8,000 Restricted Stock Units (RSUs). These RSUs fully vest on December 10, 2026.
F6: On March 4, 2024, the reporting person received a grant of 24,000 stock options. These options fully vest on December 10, 2026.
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 |
|---|---|---|---|---|---|---|
| June 05, 2026 Filed Jun 8, 2026 17:52 UTC | TFS Financial CORP TFSL · Entity 3924 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 5,000 | $14.74 Strike: $14.74 | $73,700.00 |
DisclosureSEC source: 0002046568-26-000002 · wk-form4_1780941139.xml · derivative · entry 5 Long Sandra M · CIK 0002046568 · Chief Consumer Banking Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 5,000 shares Expires 2028-01-05 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. F3 · derivative.exercise_date: On January 5, 2018, the reporting person received a grant of 5,000 stock options. These options fully vest on December 10, 2020. Read SEC document |
| June 05, 2026 Filed Jun 8, 2026 17:52 UTC | TFS Financial CORP TFSL · Entity 3924 | Tax withholdingCommon Stock | 4,658 | $16.33 | $76,065.14 |
DisclosureSEC source: 0002046568-26-000002 · wk-form4_1780941139.xml · nonDerivative · entry 2 Long Sandra M · CIK 0002046568 · Chief Consumer Banking Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 20,418 F2 · shares: 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. Read SEC document |
| June 05, 2026 Filed Jun 8, 2026 17:52 UTC | TFS Financial CORP TFSL · Entity 3924 | Exercise / conversionCommon Stock | 5,000 | $14.74 | $73,700.00 |
DisclosureSEC source: 0002046568-26-000002 · wk-form4_1780941139.xml · nonDerivative · entry 1 Long Sandra M · CIK 0002046568 · Chief Consumer Banking Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 25,076 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 exercise and settlement of certain stock options. 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.