Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| TFS Financial CORPTFSL · Entity 3924 | Director · Chairman, President and CEO | September 08, 2026 | September 10, 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 September 08, 2026 · Filed September 10, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | IndirectTrustee for daughter's trust | 27,150 |
Reported balance
After 2026-09-08 transaction · row 1
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 1 · 2026-09-08 · Sale · Disposed 10,000 · Balance 27,150 |
| Common StockSEC Table I · non-derivative | Direct | 77,570 |
Reported balance
Holding disclosure · report date 2026-09-08 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 77,570 F1: Ending shares reflect the transfer of 7,073 shares transferred on August 20th, 2026 from the Grantor Retained Annuity Trust ("GRAT") of the reporting person. This transaction changed the beneficial ownership of such shares from indirect to direct ownership. |
| Common StockSEC Table I · non-derivative | IndirectBy Spouse | 29,700 |
Reported balance
Holding disclosure · report date 2026-09-08 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 29,700 |
| Common StockSEC Table I · non-derivative | IndirectTrust Beneficiary | 13.316 |
Reported balance
Holding disclosure · report date 2026-09-08 · row 4
Holding and transaction disclosures are not merged.
1 source rowRow 4 · Balance 13.316 F1: Ending shares reflect the transfer of 7,073 shares transferred on August 20th, 2026 from the Grantor Retained Annuity Trust ("GRAT") of the reporting person. This transaction changed the beneficial ownership of such shares from indirect to direct ownership. |
| Common StockSEC Table I · non-derivative | IndirectTrustee for sibling trust | 54,738 |
Reported balance
Holding disclosure · report date 2026-09-08 · row 5
Holding and transaction disclosures are not merged.
1 source rowRow 5 · Balance 54,738 |
| Common StockSEC Table I · non-derivative | IndirectBY ESOP | 11,389 |
Reported balance
Holding disclosure · report date 2026-09-08 · row 6
Holding and transaction disclosures are not merged.
1 source rowRow 6 · Balance 11,389 F2: 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) | 115,058 |
Reported balance
Holding disclosure · report date 2026-09-08 · row 7
Holding and transaction disclosures are not merged.
1 source rowRow 7 · Balance 115,058 F2: 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 | 215,200 |
Reported balance
Holding disclosure · report date 2026-09-08 · row 8
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 8 · Balance 215,200 F3: 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. F4: On December 18, 2025 the reporting person received a retention award grant of 215,200 restricted stock units ("RSU's"). These RSU's fully vest on December 10, 2030, subject to the reporting persons continuous service, and with certain limited exceptions. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 40,200 |
Reported balance
Holding disclosure · report date 2026-09-08 · row 9
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 9 · Balance 40,200 F3: 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. F5: On December 18, 2025, the reporting person received a grant of 40,200 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 | 13,567 |
Reported balance
Holding disclosure · report date 2026-09-08 · row 10
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 10 · Balance 13,567 F3: 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 March 4, 2024, the reporting person received a grant of 40,700 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 | 26,934 |
Reported balance
Holding disclosure · report date 2026-09-08 · row 11
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 11 · Balance 26,934 F3: 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 December 19, 2024, the reporting person received a grant of 40,400 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 | 33,400 |
Reported balance
Holding disclosure · report date 2026-09-08 · row 13
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 13 · Balance 33,400 F3: 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: As reported on a Form 4 dated May 14, 2009, the reporting person received a grant of 33,400 restricted stock units that vest in four equal annual installments beginning on May 12, 2010. Vested shares may be distributed to the reporting person only after the person's termination of employment with TFS Financial Corporation. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 35,700 |
Reported balance
Holding disclosure · report date 2026-09-08 · row 14
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 14 · Balance 35,700 F3: 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. F10: As reported on a Form 4 dated May 18, 2010, the Reporting Person received a grant of 35,700 restricted stock units that vest in four equal installments beginning on May 14, 2011. Vested shares may be distributed to the Reporting Person only after that person's termination of employment with TFS Financial Corporation. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 693,048 |
Reported balance
Holding disclosure · report date 2026-09-08 · row 15
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 15 · Balance 693,048 F3: 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. F11: As reported on a Form 4 dated August 13, 2008, the Reporting Person received a grant of 701,800 Restricted Stock Units ("RSUs") on August 11, 2008. These RSUs vest 10% on each of the third through the ninth anniversaries of the date of the grant and 30% on the tenth anniversary of the date of the grant. Vested shares may be distributed to the Reporting Person only after the person's termination of employment from TFS Financial Corporation. 3,387 shares were delivered to the issuer on August 13, 2012; and 5,365 shares were delivered to the issuer on August 11, 2015; to pay for the applicable withholding tax due upon vesting. |
| Performance Restricted Share UnitsSEC Table II · derivative / convertible security | Direct | 20,400 |
Reported balance
Holding disclosure · report date 2026-09-08 · row 12
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 12 · Balance 20,400 F3: 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 November 25, 2025, the reporting person achieved performance level of 100% on a target award of 20,400 Performance Share Units ("PSUs"), resulting in a total earned award of 20.400 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: Ending shares reflect the transfer of 7,073 shares transferred on August 20th, 2026 from the Grantor Retained Annuity Trust ("GRAT") of the reporting person. This transaction changed the beneficial ownership of such shares from indirect to direct ownership.
F2: Reflects transactions not required to be reported under Section 16 of the Securities Exchange Act, as amended.
F3: 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.
F4: On December 18, 2025 the reporting person received a retention award grant of 215,200 restricted stock units ("RSU's"). These RSU's fully vest on December 10, 2030, subject to the reporting persons continuous service, and with certain limited exceptions.
F5: On December 18, 2025, the reporting person received a grant of 40,200 Restricted Stock Units (RSUs). These RSUs vest in three equal annual installments beginning December 10, 2026.
F6: On March 4, 2024, the reporting person received a grant of 40,700 Restricted Stock Units (RSUs). These RSUs vest in three equal annual installments beginning December 10, 2024.
F7: On December 19, 2024, the reporting person received a grant of 40,400 Restricted Stock Units (RSUs). These RSUs vest in three equal annual installments beginning December 10, 2025.
F8: On November 25, 2025, the reporting person achieved performance level of 100% on a target award of 20,400 Performance Share Units ("PSUs"), resulting in a total earned award of 20.400 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.
F9: As reported on a Form 4 dated May 14, 2009, the reporting person received a grant of 33,400 restricted stock units that vest in four equal annual installments beginning on May 12, 2010. Vested shares may be distributed to the reporting person only after the person's termination of employment with TFS Financial Corporation.
F10: As reported on a Form 4 dated May 18, 2010, the Reporting Person received a grant of 35,700 restricted stock units that vest in four equal installments beginning on May 14, 2011. Vested shares may be distributed to the Reporting Person only after that person's termination of employment with TFS Financial Corporation.
F11: As reported on a Form 4 dated August 13, 2008, the Reporting Person received a grant of 701,800 Restricted Stock Units ("RSUs") on August 11, 2008. These RSUs vest 10% on each of the third through the ninth anniversaries of the date of the grant and 30% on the tenth anniversary of the date of the grant. Vested shares may be distributed to the Reporting Person only after the person's termination of employment from TFS Financial Corporation. 3,387 shares were delivered to the issuer on August 13, 2012; and 5,365 shares were delivered to the issuer on August 11, 2015; to pay for the applicable withholding tax due upon vesting.
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 |
|---|---|---|---|---|---|---|
| September 08, 2026 Filed Sep 10, 2026 19:32 UTC | TFS Financial CORP TFSL · Entity 3924 | SaleCommon Stock | 10,000 | $17.28 | $172,800.00 |
DisclosureSEC source: 0001388161-26-000008 · wk-form4_1789068749.xml · nonDerivative · entry 1 Stefanski Marc A · CIK 0001388161 · Director · Chairman, President and CEO 10b5-1 filing: No plan indicated Ownership: Indirect · Trustee for daughter's trust Disclosed balance after: 27,150 Read SEC document |
| May 05, 2026 Filed May 5, 2026 18:46 UTC | TFS Financial CORP TFSL · Entity 3924 | GiftCommon Stock | 1,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001388161-26-000006 · wk-form4_1778006797.xml · nonDerivative · entry 2 Stefanski Marc A · CIK 0001388161 · Director · Chairman, President and CEO 10b5-1 filing: No plan indicated Ownership: Indirect · By Spouse Disclosed balance after: 29,700 F1 · shares: The reporting person gifted these shares to his wife. Read SEC document |
| May 05, 2026 Filed May 5, 2026 18:46 UTC | TFS Financial CORP TFSL · Entity 3924 | GiftCommon Stock | 1,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001388161-26-000006 · wk-form4_1778006797.xml · nonDerivative · entry 1 Stefanski Marc A · CIK 0001388161 · Director · Chairman, President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 70,497 F1 · shares: The reporting person gifted these shares to his wife. Read SEC document |
| February 17, 2026 Filed Feb 18, 2026 12:33 UTC | TFS Financial CORP TFSL · Entity 3924 | SaleCommon Stock | 36,844 | $15.12 | $557,081.28 |
DisclosureSEC source: 0001388161-26-000004 · wk-form4_1771417998.xml · nonDerivative · entry 2 Stefanski Marc A · CIK 0001388161 · Director · Chairman, President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 71,997 Read SEC document |
| February 13, 2026 Filed Feb 18, 2026 12:33 UTC | TFS Financial CORP TFSL · Entity 3924 | SaleCommon Stock | 1,000 | $15.00 | $15,000.00 |
DisclosureSEC source: 0001388161-26-000004 · wk-form4_1771417998.xml · nonDerivative · entry 1 Stefanski Marc A · CIK 0001388161 · Director · Chairman, President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 108,841 Read SEC document |
| February 12, 2026 Filed Feb 13, 2026 19:35 UTC | TFS Financial CORP TFSL · Entity 3924 | SaleCommon Stock | 7,149 | $15.03 | $107,449.47 |
DisclosureSEC source: 0001388161-26-000002 · wk-form4_1771011329.xml · nonDerivative · entry 1 Stefanski Marc A · CIK 0001388161 · Director · Chairman, President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 109,848 Read SEC document |
| February 11, 2026 Filed Feb 13, 2026 19:35 UTC | TFS Financial CORP TFSL · Entity 3924 | SaleCommon Stock | 7 | $15.00 | $105.00 |
DisclosureSEC source: 0001388161-26-000002 · wk-form4_1771011329.xml · nonDerivative · entry 2 Stefanski Marc A · CIK 0001388161 · Director · Chairman, President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 109,841 Read SEC document |
| December 18, 2025 Filed Dec 18, 2025 19:22 UTC | TFS Financial CORP TFSL · Entity 3924 | GrantRestricted Stock Units · Derivative | 40,200 | $0.00 | $0.00 |
DisclosureSEC source: 0001388161-25-000013 · wk-form4_1766085722.xml · derivative · entry 8 Stefanski Marc A · CIK 0001388161 · Director · Chairman, President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 40,200 Underlying: Common Stock · 40,200 shares Expires not disclosed F2 · derivative.exercise_price: 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. F3 · derivative.exercise_date: On December 18, 2025, the reporting person received a grant of 40,200 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 40,200 Restricted Stock Units (RSUs). These RSUs vest in three equal annual installments beginning December 10, 2026. Read SEC document |
| December 18, 2025 Filed Dec 22, 2025 21:14 UTC | TFS Financial CORP TFSL · Entity 3924 | GrantRestricted Stock Units · Derivative | 215,200 | $0.00 | $0.00 |
DisclosureSEC source: 0001388161-25-000015 · wk-form4_1766438046.xml · derivative · entry 8 Stefanski Marc A · CIK 0001388161 · Director · Chairman, President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 215,200 Underlying: Common Stock · 215,200 shares Expires not disclosed F2 · derivative.exercise_price: 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. F3 · derivative.exercise_date: On December 18, 2025 the reporting person received a retention award grant of 215,200 restricted stock units ("RSU's"). These RSU's fully vest on December 10, 2030, subject to the reporting persons continuous service, and with certain limited exceptions. F3 · derivative.expiration_date: On December 18, 2025 the reporting person received a retention award grant of 215,200 restricted stock units ("RSU's"). These RSU's fully vest on December 10, 2030, subject to the reporting persons continuous service, and with certain limited exceptions. Read SEC document |
| December 15, 2025 Filed Dec 16, 2025 20:19 UTC | TFS Financial CORP TFSL · Entity 3924 | GiftCommon Stock | 3,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001388161-25-000011 · wk-form4_1765916371.xml · nonDerivative · entry 3 Stefanski Marc A · CIK 0001388161 · Director · Chairman, President and CEO 10b5-1 filing: No plan indicated Ownership: Indirect · By Spouse Disclosed balance after: 28,200 F1 · shares: On December 15, 2025 the reporting person gifted these shares to his wife. Read SEC document |
| December 15, 2025 Filed Dec 16, 2025 20:19 UTC | TFS Financial CORP TFSL · Entity 3924 | GiftCommon Stock | 20,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001388161-25-000011 · wk-form4_1765916371.xml · nonDerivative · entry 2 Stefanski Marc A · CIK 0001388161 · Director · Chairman, President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 116,997 F2 · shares: On December 15, 2025 the reporting person gifted these shares to his son's children's trust. Read SEC document |
| December 15, 2025 Filed Dec 16, 2025 20:19 UTC | TFS Financial CORP TFSL · Entity 3924 | GiftCommon Stock | 3,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001388161-25-000011 · wk-form4_1765916371.xml · nonDerivative · entry 1 Stefanski Marc A · CIK 0001388161 · Director · Chairman, President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 136,997 F1 · shares: On December 15, 2025 the reporting person gifted these shares to his wife. Read SEC document |
| December 10, 2025 Filed Dec 12, 2025 22:29 UTC | TFS Financial CORP TFSL · Entity 3924 | Exercise / conversionRestricted Stock Units · Derivative | 13,466 | $0.00 | $0.00 |
DisclosureSEC source: 0001388161-25-000009 · wk-form4_1765578588.xml · derivative · entry 15 Stefanski Marc A · CIK 0001388161 · Director · Chairman, President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 26,934 Underlying: Common Stock · 13,466 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 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 · derivative.exercise_date: On December 19, 2024, the reporting person received a grant of 40,400 Restricted Stock Units (RSUs). These RSUs vest in three equal annual installments beginning December 10, 2025. F8 · derivative.expiration_date: On December 19, 2024, the reporting person received a grant of 40,400 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 22:29 UTC | TFS Financial CORP TFSL · Entity 3924 | Exercise / conversionRestricted Stock Units · Derivative | 13,567 | $0.00 | $0.00 |
DisclosureSEC source: 0001388161-25-000009 · wk-form4_1765578588.xml · derivative · entry 14 Stefanski Marc A · CIK 0001388161 · Director · Chairman, President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,567 Underlying: Common Stock · 13,567 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 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 · derivative.exercise_date: On March 4, 2024, the reporting person received a grant of 40,700 Restricted Stock Units (RSUs). These RSUs vest in three equal annual installments beginning December 10, 2024. F7 · derivative.expiration_date: On March 4, 2024, the reporting person received a grant of 40,700 Restricted Stock Units (RSUs). These RSUs vest in three equal annual installments beginning December 10, 2024. Read SEC document |
| December 10, 2025 Filed Dec 12, 2025 22:29 UTC | TFS Financial CORP TFSL · Entity 3924 | Exercise / conversionRestricted Stock Units · Derivative | 13,400 | $0.00 | $0.00 |
DisclosureSEC source: 0001388161-25-000009 · wk-form4_1765578588.xml · derivative · entry 13 Stefanski Marc A · CIK 0001388161 · Director · Chairman, President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 13,400 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 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 · derivative.exercise_date: On December 15, 2022, the reporting person received a grant of 40,200 Restricted Stock Units (RSUs). These RSUs vest in three equal annual installments beginning December 10, 2023. F6 · derivative.expiration_date: On December 15, 2022, the reporting person received a grant of 40,200 Restricted Stock Units (RSUs). These RSUs vest in three equal annual installments beginning December 10, 2023. Read SEC document |
| December 10, 2025 Filed Dec 12, 2025 22:29 UTC | TFS Financial CORP TFSL · Entity 3924 | Exercise / conversionPerformance Restricted Share Units · Derivative | 36,180 | $0.00 | $0.00 |
DisclosureSEC source: 0001388161-25-000009 · wk-form4_1765578588.xml · derivative · entry 12 Stefanski Marc A · CIK 0001388161 · Director · Chairman, President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 36,180 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 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. F5 · derivative.exercise_date: On November 21, 2024, the reporting person achieved performance level of 90.0% on a target award of 40,200 Performance Share Units ("PSUs"), resulting in a total earned award of 36,180 shares. This represents the final determination a December 15, 2022 award that was dependent on certain performance results during the two fiscal year period ended September 30, 2024. 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, 2025. F5 · derivative.expiration_date: On November 21, 2024, the reporting person achieved performance level of 90.0% on a target award of 40,200 Performance Share Units ("PSUs"), resulting in a total earned award of 36,180 shares. This represents the final determination a December 15, 2022 award that was dependent on certain performance results during the two fiscal year period ended September 30, 2024. 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, 2025. Read SEC document |
| December 10, 2025 Filed Dec 12, 2025 22:29 UTC | TFS Financial CORP TFSL · Entity 3924 | Tax withholdingCommon Stock | 29,545 | $13.91 | $410,970.95 |
DisclosureSEC source: 0001388161-25-000009 · wk-form4_1765578588.xml · nonDerivative · entry 5 Stefanski Marc A · CIK 0001388161 · Director · Chairman, President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 140,497 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 22:29 UTC | TFS Financial CORP TFSL · Entity 3924 | Exercise / conversionCommon Stock | 13,466 | $0.00 | $0.00 |
DisclosureSEC source: 0001388161-25-000009 · wk-form4_1765578588.xml · nonDerivative · entry 4 Stefanski Marc A · CIK 0001388161 · Director · Chairman, President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 170,042 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) or performance share units (PSUs). Read SEC document |
| December 10, 2025 Filed Dec 12, 2025 22:29 UTC | TFS Financial CORP TFSL · Entity 3924 | Exercise / conversionCommon Stock | 13,567 | $0.00 | $0.00 |
DisclosureSEC source: 0001388161-25-000009 · wk-form4_1765578588.xml · nonDerivative · entry 3 Stefanski Marc A · CIK 0001388161 · Director · Chairman, President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 156,576 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) or performance share units (PSUs). Read SEC document |
| December 10, 2025 Filed Dec 12, 2025 22:29 UTC | TFS Financial CORP TFSL · Entity 3924 | Exercise / conversionCommon Stock | 13,400 | $0.00 | $0.00 |
DisclosureSEC source: 0001388161-25-000009 · wk-form4_1765578588.xml · nonDerivative · entry 2 Stefanski Marc A · CIK 0001388161 · Director · Chairman, President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 143,009 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) or performance share units (PSUs). Read SEC document |
| December 10, 2025 Filed Dec 12, 2025 22:29 UTC | TFS Financial CORP TFSL · Entity 3924 | Exercise / conversionCommon Stock | 36,180 | $0.00 | $0.00 |
DisclosureSEC source: 0001388161-25-000009 · wk-form4_1765578588.xml · nonDerivative · entry 1 Stefanski Marc A · CIK 0001388161 · Director · Chairman, President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 129,609 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) or performance share units (PSUs). Read SEC document |
| November 25, 2025 Filed Nov 26, 2025 15:12 UTC | TFS Financial CORP TFSL · Entity 3924 | GrantPerformance Restricted Share Units · Derivative | 20,400 | $0.00 | $0.00 |
DisclosureSEC source: 0001388161-25-000007 · wk-form4_1764169951.xml · derivative · entry 8 Stefanski Marc A · CIK 0001388161 · Director · Chairman, President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 20,400 Underlying: Common Stock · 20,400 shares Expires not disclosed F2 · derivative.exercise_price: 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. F3 · derivative.exercise_date: On November 25, 2025, the reporting person achieved performance level of 100% on a target award of 20,400 Performance Share Units ("PSUs"), resulting in a total earned award of 20.400 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. F3 · derivative.expiration_date: On November 25, 2025, the reporting person achieved performance level of 100% on a target award of 20,400 Performance Share Units ("PSUs"), resulting in a total earned award of 20.400 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. Read SEC document |
| August 29, 2025 Filed Sep 2, 2025 19:21 UTC | TFS Financial CORP TFSL · Entity 3924 | SaleCommon Stock | 7,200 | $14.17 | $102,024.00 |
DisclosureSEC source: 0001388161-25-000005 · wk-form4_1756840912.xml · nonDerivative · entry 1 Stefanski Marc A · CIK 0001388161 · Director · Chairman, President and CEO 10b5-1 filing: No plan indicated Ownership: Indirect · POA on siblings IRA Disclosed balance after: 0 Read SEC document |
| May 06, 2025 Filed May 6, 2025 19:26 UTC | TFS Financial CORP TFSL · Entity 3924 | GiftCommon Stock | 1,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001381668-25-000061 · wk-form4_1746559585.xml · nonDerivative · entry 2 Stefanski Marc A · CIK 0001388161 · Director · Chairman, President and CEO 10b5-1 filing: No plan indicated Ownership: Indirect · By Spouse Disclosed balance after: 24,700 F1 · shares: The reporting person gifted these shares to his wife. Read SEC document |
| May 06, 2025 Filed May 6, 2025 19:26 UTC | TFS Financial CORP TFSL · Entity 3924 | GiftCommon Stock | 1,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001381668-25-000061 · wk-form4_1746559585.xml · nonDerivative · entry 1 Stefanski Marc A · CIK 0001388161 · Director · Chairman, President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 82,729 F1 · shares: The reporting person gifted these shares to his wife. Read SEC document |
| March 03, 2025 Filed Mar 4, 2025 17:57 UTC | TFS Financial CORP TFSL · Entity 3924 | SaleCommon Stock | 17,555 | $13.27 | $232,954.85 |
DisclosureSEC source: 0001381668-25-000051 · wk-form4_1741111058.xml · nonDerivative · entry 1 Stefanski Marc A · CIK 0001388161 · Director · Chairman, President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 84,229 F1 · price: Represents the weighted-average sale price per share of a series of transactions, all of which were executed on March 3, 2025. The actual sale prices ranged from a low of $13.20 to a high of $13.35, inclusive. Each reporting person undertakes to provide upon request of the SEC Staff, TFS Financial Corporation or any security holder of TFS Financial Corporation full information regarding the number of shares sold at each price within the range. The amount reflected has been rounded to 2 decimal points. Read SEC document |
| February 28, 2025 Filed Mar 3, 2025 17:00 UTC | TFS Financial CORP TFSL · Entity 3924 | SaleCommon Stock | 35,000 | $13.12 | $459,200.00 |
DisclosureSEC source: 0001381668-25-000047 · wk-form4_1741021243.xml · nonDerivative · entry 2 Stefanski Marc A · CIK 0001388161 · Director · Chairman, President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 101,784 F1 · price: Represents the weighted-average sale price per share of a series of transactions, all of which were executed on February 27, 2025 through February 28, 2025. The actual sale prices ranged from a low of $12.95 to a high of $13.19, inclusive. Each reporting person undertakes to provide upon request of the SEC Staff, TFS Financial Corporation or any security holder of TFS Financial Corporation full information regarding the number of shares sold at each price within the range. The amount reflected has been rounded to 2 decimal points. Read SEC document |
| February 27, 2025 Filed Mar 3, 2025 17:00 UTC | TFS Financial CORP TFSL · Entity 3924 | SaleCommon Stock | 35,000 | $13.00 | $455,000.00 |
DisclosureSEC source: 0001381668-25-000047 · wk-form4_1741021243.xml · nonDerivative · entry 1 Stefanski Marc A · CIK 0001388161 · Director · Chairman, President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 136,784 F1 · price: Represents the weighted-average sale price per share of a series of transactions, all of which were executed on February 27, 2025 through February 28, 2025. The actual sale prices ranged from a low of $12.95 to a high of $13.19, inclusive. Each reporting person undertakes to provide upon request of the SEC Staff, TFS Financial Corporation or any security holder of TFS Financial Corporation full information regarding the number of shares sold at each price within the range. The amount reflected has been rounded to 2 decimal points. Read SEC document |
| February 26, 2025 Filed Feb 27, 2025 17:50 UTC | TFS Financial CORP TFSL · Entity 3924 | SaleCommon Stock | 22,000 | $13.13 | $288,860.00 |
DisclosureSEC source: 0001381668-25-000043 · wk-form4_1740678612.xml · nonDerivative · entry 1 Stefanski Marc A · CIK 0001388161 · Director · Chairman, President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 171,784 F1 · price: Represents the weighted-average sale price per share of a series of transactions, all of which were executed on February 26, 2025. The actual sale prices ranged from a low of $13.01 to a high of $13.31, inclusive. Each reporting person undertakes to provide upon request of the SEC Staff, TFS Financial Corporation or any security holder of TFS Financial Corporation full information regarding the number of shares sold at each price within the range. The amount reflected has been rounded to 2 decimal points. Read SEC document |
| February 25, 2025 Filed Feb 26, 2025 20:15 UTC | TFS Financial CORP TFSL · Entity 3924 | SaleCommon Stock | 19,445 | $13.28 | $258,229.60 |
DisclosureSEC source: 0001381668-25-000041 · wk-form4_1740600896.xml · nonDerivative · entry 2 Stefanski Marc A · CIK 0001388161 · Director · Chairman, President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 193,784 F1 · price: Represents the weighted-average sale price per share of a series of transactions, all of which were executed February 24, 2025 through February 25, 2025. The actual sale prices ranged from a low of $13.13 to a high of $13.36, inclusive. Each reporting person undertakes to provide upon request of the SEC Staff, TFS Financial Corporation or any security holder of TFS Financial Corporation full information regarding the number of shares sold at each price within the range. The amount reflected has been rounded to 2 decimal points. Read SEC document |
| February 24, 2025 Filed Feb 26, 2025 20:15 UTC | TFS Financial CORP TFSL · Entity 3924 | SaleCommon Stock | 21,000 | $13.22 | $277,620.00 |
DisclosureSEC source: 0001381668-25-000041 · wk-form4_1740600896.xml · nonDerivative · entry 1 Stefanski Marc A · CIK 0001388161 · Director · Chairman, President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 213,229 F1 · price: Represents the weighted-average sale price per share of a series of transactions, all of which were executed February 24, 2025 through February 25, 2025. The actual sale prices ranged from a low of $13.13 to a high of $13.36, inclusive. Each reporting person undertakes to provide upon request of the SEC Staff, TFS Financial Corporation or any security holder of TFS Financial Corporation full information regarding the number of shares sold at each price within the range. The amount reflected has been rounded to 2 decimal points. Read SEC document |
| December 19, 2024 Filed Dec 20, 2024 14:47 UTC | TFS Financial CORP TFSL · Entity 3924 | GrantRestricted Stock Units · Derivative | 40,400 | $0.00 | $0.00 |
DisclosureSEC source: 0001381668-24-000204 · wk-form4_1734706044.xml · derivative · entry 9 Stefanski Marc A · CIK 0001388161 · Director · Chairman, President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 40,400 Underlying: Common Stock · 40,400 shares Expires not disclosed F2 · derivative.exercise_price: 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. F3 · derivative.exercise_date: On December 19, 2024, the reporting person received a grant of 40,400 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 40,400 Restricted Stock Units (RSUs). These RSUs vest in three equal annual installments beginning December 10, 2025. Read SEC document |
| December 13, 2024 Filed Dec 17, 2024 16:17 UTC | TFS Financial CORP TFSL · Entity 3924 | GiftCommon Stock | 3,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001381668-24-000174 · wk-form4_1734452242.xml · nonDerivative · entry 3 Stefanski Marc A · CIK 0001388161 · Director · Chairman, President and CEO 10b5-1 filing: No plan indicated Ownership: Indirect · By Spouse Disclosed balance after: 23,200 F1 · shares: On December 13, 2024 the reporting person gifted these shares to his wife. Read SEC document |
| December 13, 2024 Filed Dec 17, 2024 16:17 UTC | TFS Financial CORP TFSL · Entity 3924 | GiftCommon Stock | 20,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001381668-24-000174 · wk-form4_1734452242.xml · nonDerivative · entry 2 Stefanski Marc A · CIK 0001388161 · Director · Chairman, President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 234,229 F2 · shares: On December 13, 2024 the reporting person gifted these shares to his son's children's trust. Read SEC document |
| December 13, 2024 Filed Dec 17, 2024 16:17 UTC | TFS Financial CORP TFSL · Entity 3924 | GiftCommon Stock | 3,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001381668-24-000174 · wk-form4_1734452242.xml · nonDerivative · entry 1 Stefanski Marc A · CIK 0001388161 · Director · Chairman, President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 254,229 F1 · shares: On December 13, 2024 the reporting person gifted these shares to his wife. Read SEC document |
| December 10, 2024 Filed Dec 12, 2024 15:54 UTC | TFS Financial CORP TFSL · Entity 3924 | Exercise / conversionRestricted Stock Units · Derivative | 13,566 | $0.00 | $0.00 |
DisclosureSEC source: 0001381668-24-000166 · wk-form4_1734018853.xml · derivative · entry 16 Stefanski Marc A · CIK 0001388161 · Director · Chairman, President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 27,134 Underlying: Common Stock · 13,566 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 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 · derivative.exercise_date: On March 4, 2024, the reporting person received a grant of 40,700 Restricted Stock Units (RSUs). These RSUs vest in three equal annual installments beginning December 10, 2024. F8 · derivative.expiration_date: On March 4, 2024, the reporting person received a grant of 40,700 Restricted Stock Units (RSUs). These RSUs vest in three equal annual installments beginning December 10, 2024. Read SEC document |
| December 10, 2024 Filed Dec 12, 2024 15:54 UTC | TFS Financial CORP TFSL · Entity 3924 | Exercise / conversionRestricted Stock Units · Derivative | 13,400 | $0.00 | $0.00 |
DisclosureSEC source: 0001381668-24-000166 · wk-form4_1734018853.xml · derivative · entry 15 Stefanski Marc A · CIK 0001388161 · Director · Chairman, President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,400 Underlying: Common Stock · 13,400 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 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 · derivative.exercise_date: On December 15, 2022, the reporting person received a grant of 40,200 Restricted Stock Units (RSUs). These RSUs vest in three equal annual installments beginning December 10, 2023. F7 · derivative.expiration_date: On December 15, 2022, the reporting person received a grant of 40,200 Restricted Stock Units (RSUs). These RSUs vest in three equal annual installments beginning December 10, 2023. Read SEC document |
| December 10, 2024 Filed Dec 12, 2024 15:54 UTC | TFS Financial CORP TFSL · Entity 3924 | Exercise / conversionRestricted Stock Units · Derivative | 9,800 | $0.00 | $0.00 |
DisclosureSEC source: 0001381668-24-000166 · wk-form4_1734018853.xml · derivative · entry 14 Stefanski Marc A · CIK 0001388161 · Director · Chairman, President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 9,800 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 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 · derivative.exercise_date: On December 16, 2021, the reporting person received a grant of 29,400 Restricted Stock Units (RSUs). These RSUs vest in three equal annual installments beginning December 10, 2022. F6 · derivative.expiration_date: On December 16, 2021, the reporting person received a grant of 29,400 Restricted Stock Units (RSUs). These RSUs vest in three equal annual installments beginning December 10, 2022. Read SEC document |
| December 10, 2024 Filed Dec 12, 2024 15:54 UTC | TFS Financial CORP TFSL · Entity 3924 | Exercise / conversionPerformance Restricted Share Units · Derivative | 12,540 | $0.00 | $0.00 |
DisclosureSEC source: 0001381668-24-000166 · wk-form4_1734018853.xml · derivative · entry 13 Stefanski Marc A · CIK 0001388161 · Director · Chairman, President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 12,540 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 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. F5 · derivative.exercise_date: On November 21, 2023, the reporting person achieved performance level of 95.0% on a target award of 13,200 Performance Share Units ("PSUs"), resulting in a total earned award of 12,540 shares. This represents the final determination a December 16, 2021 award that was dependent on certain performance results during the two fiscal year period ended September 30, 2023. 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, 2024. F5 · derivative.expiration_date: On November 21, 2023, the reporting person achieved performance level of 95.0% on a target award of 13,200 Performance Share Units ("PSUs"), resulting in a total earned award of 12,540 shares. This represents the final determination a December 16, 2021 award that was dependent on certain performance results during the two fiscal year period ended September 30, 2023. 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, 2024. Read SEC document |
| December 10, 2024 Filed Dec 12, 2024 15:54 UTC | TFS Financial CORP TFSL · Entity 3924 | Tax withholdingCommon Stock | 19,157 | $13.65 | $261,493.05 |
DisclosureSEC source: 0001381668-24-000166 · wk-form4_1734018853.xml · nonDerivative · entry 5 Stefanski Marc A · CIK 0001388161 · Director · Chairman, President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 257,229 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, 2024 Filed Dec 12, 2024 15:54 UTC | TFS Financial CORP TFSL · Entity 3924 | Exercise / conversionCommon Stock | 13,566 | $0.00 | $0.00 |
DisclosureSEC source: 0001381668-24-000166 · wk-form4_1734018853.xml · nonDerivative · entry 4 Stefanski Marc A · CIK 0001388161 · Director · Chairman, President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 276,386 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) or performance share units (PSUs). Read SEC document |
| December 10, 2024 Filed Dec 12, 2024 15:54 UTC | TFS Financial CORP TFSL · Entity 3924 | Exercise / conversionCommon Stock | 13,400 | $0.00 | $0.00 |
DisclosureSEC source: 0001381668-24-000166 · wk-form4_1734018853.xml · nonDerivative · entry 3 Stefanski Marc A · CIK 0001388161 · Director · Chairman, President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 262,820 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) or performance share units (PSUs). Read SEC document |
| December 10, 2024 Filed Dec 12, 2024 15:54 UTC | TFS Financial CORP TFSL · Entity 3924 | Exercise / conversionCommon Stock | 9,800 | $0.00 | $0.00 |
DisclosureSEC source: 0001381668-24-000166 · wk-form4_1734018853.xml · nonDerivative · entry 2 Stefanski Marc A · CIK 0001388161 · Director · Chairman, President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 249,420 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) or performance share units (PSUs). Read SEC document |
| December 10, 2024 Filed Dec 12, 2024 15:54 UTC | TFS Financial CORP TFSL · Entity 3924 | Exercise / conversionCommon Stock | 12,540 | $0.00 | $0.00 |
DisclosureSEC source: 0001381668-24-000166 · wk-form4_1734018853.xml · nonDerivative · entry 1 Stefanski Marc A · CIK 0001388161 · Director · Chairman, President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 239,620 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) or performance share units (PSUs). Read SEC document |
| November 21, 2024 Filed Nov 25, 2024 14:59 UTC | TFS Financial CORP TFSL · Entity 3924 | GrantPerformance Restricted Share Units · Derivative | 36,180 | $0.00 | $0.00 |
DisclosureSEC source: 0001381668-24-000152 · wk-form4_1732546774.xml · derivative · entry 9 Stefanski Marc A · CIK 0001388161 · Director · Chairman, President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 36,180 Underlying: Common Stock · 36,180 shares Expires not disclosed F2 · derivative.exercise_price: 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. F3 · derivative.exercise_date: On November 21, 2024, the reporting person achieved performance level of 90.0% on a target award of 40,200 Performance Share Units ("PSUs"), resulting in a total earned award of 36,180 shares. This represents the final determination a December 15, 2022 award that was dependent on certain performance results during the two fiscal year period ended September 30, 2024. 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 15, 2025. F3 · derivative.expiration_date: On November 21, 2024, the reporting person achieved performance level of 90.0% on a target award of 40,200 Performance Share Units ("PSUs"), resulting in a total earned award of 36,180 shares. This represents the final determination a December 15, 2022 award that was dependent on certain performance results during the two fiscal year period ended September 30, 2024. 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 15, 2025. Read SEC document |
| September 10, 2024 Filed Sep 12, 2024 16:21 UTC | TFS Financial CORP TFSL · Entity 3924 | SaleCommon Stock | 20,000 | $12.82 | $256,400.00 |
DisclosureSEC source: 0001381668-24-000125 · wk-form4_1726158106.xml · nonDerivative · entry 4 Stefanski Marc A · CIK 0001388161 · Director · Chairman, President and CEO 10b5-1 filing: No plan indicated Ownership: Indirect · Trustee for daughter's trust Disclosed balance after: 37,150 Read SEC document |
| August 02, 2024 Filed Aug 6, 2024 19:49 UTC | TFS Financial CORP TFSL · Entity 3924 | SaleCommon Stock | 16,000 | $12.82 | $205,120.00 |
DisclosureSEC source: 0001381668-24-000107 · wk-form4_1722973742.xml · nonDerivative · entry 2 Stefanski Marc A · CIK 0001388161 · Director · Chairman, President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 227,080 Read SEC document |
| August 02, 2024 Filed Aug 6, 2024 19:49 UTC | TFS Financial CORP TFSL · Entity 3924 | GiftCommon Stock | 10,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001381668-24-000107 · wk-form4_1722973742.xml · nonDerivative · entry 1 Stefanski Marc A · CIK 0001388161 · Director · Chairman, President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 243,080 F1 · shares: On August 2nd, 2024 the reporting person gifted these shares to his son's family trust. F2 · balance_after: Ending shares reflect the transfer of 11,353 shares transferred on May 10th, 2024 from the Grantor Retained Annuity Trust ("GRAT") of the reporting person . This transaction changed the beneficial ownership of such shares from indirect to direct ownership. Read SEC document |
| May 06, 2024 Filed May 6, 2024 20:30 UTC | TFS Financial CORP TFSL · Entity 3924 | GiftCommon Stock | 1,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001381668-24-000077 · wk-form4_1715027431.xml · nonDerivative · entry 2 Stefanski Marc A · CIK 0001388161 · Director · Chairman, President and CEO 10b5-1 filing: No plan indicated Ownership: Indirect · By Spouse Disclosed balance after: 20,200 F1 · shares: On May 6, 2024, the reporting person gifted these shares to his wife. Read SEC document |
| May 06, 2024 Filed May 6, 2024 20:30 UTC | TFS Financial CORP TFSL · Entity 3924 | GiftCommon Stock | 1,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001381668-24-000077 · wk-form4_1715027431.xml · nonDerivative · entry 1 Stefanski Marc A · CIK 0001388161 · Director · Chairman, President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 241,727 F1 · shares: On May 6, 2024, the reporting person gifted these shares to his wife. 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.