Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| TFS Financial CORPTFSL · Entity 3924 | Director | December 18, 2025 | December 18, 2025 |
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 December 18, 2025 · Filed December 18, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 5,000 |
Reported balance
After 2025-12-18 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2025-12-18 · Grant · Acquired 5,000 · Balance 5,000 F1: 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. F2: On December 18, 2025, the reporting person received a grant of 5,000 Restricted Stock Units ("RSU's") that fully vest on December 10, 2026. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 28,880 |
Reported balance
Holding disclosure · report date 2025-12-18 · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · Balance 28,880 F1: Each restricted stock unit represents a contingent right to receive one share of TFS Financial Corporation common stock. Restricted stock units are entitled to dividend equivalent rights in the form of a cash payment in the amount of any cash dividend paid per share of common stock. F3: On December 19, 2024, the reporting person received a grant of 36,100 Restricted Stock Units (RSUs). These RSUs will vest one-fifth (20%) per year beginning December 10, 2025. |
| Common StockSEC Table I · non-derivative | Direct | 7,220 |
Reported balance
Holding disclosure · report date 2025-12-18 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 7,220 |
Filing footnotes · ownership attribution and instrument terms
F1: 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.
F2: On December 18, 2025, the reporting person received a grant of 5,000 Restricted Stock Units ("RSU's") that fully vest on December 10, 2026.
F3: On December 19, 2024, the reporting person received a grant of 36,100 Restricted Stock Units (RSUs). These RSUs will vest one-fifth (20%) per year beginning December 10, 2025.
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 18, 2025 Filed Dec 18, 2025 14:15 UTC | TFS Financial CORP TFSL · Entity 3924 | GrantRestricted Stock Units · Derivative | 5,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001306565-25-000006 · wk-form4_1766085302.xml · derivative · entry 2 Bauer Terrence L. · CIK 0001306565 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,000 Underlying: Common Stock · 5,000 shares Expires not disclosed F1 · 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. F2 · derivative.exercise_date: On December 18, 2025, the reporting person received a grant of 5,000 Restricted Stock Units ("RSU's") that fully vest on December 10, 2026. F2 · derivative.expiration_date: On December 18, 2025, the reporting person received a grant of 5,000 Restricted Stock Units ("RSU's") that fully vest on December 10, 2026. Read SEC document |
| December 10, 2025 Filed Dec 12, 2025 16:25 UTC | TFS Financial CORP TFSL · Entity 3924 | Exercise / conversionRestricted Stock Units · Derivative | 7,220 | $0.00 | $0.00 |
DisclosureSEC source: 0001306565-25-000004 · wk-form4_1765574734.xml · derivative · entry 2 Bauer Terrence L. · CIK 0001306565 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 28,880 Underlying: Common Stock · 7,220 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: On December 19, 2024, the reporting person received a grant of 36,100 Restricted Stock Units (RSUs). These RSUs will vest one-fifth (20%) per year beginning December 10, 2025. F3 · derivative.expiration_date: On December 19, 2024, the reporting person received a grant of 36,100 Restricted Stock Units (RSUs). These RSUs will vest one-fifth (20%) per year beginning December 10, 2025. Read SEC document |
| December 10, 2025 Filed Dec 12, 2025 16:25 UTC | TFS Financial CORP TFSL · Entity 3924 | Exercise / conversionCommon Stock | 7,220 | $0.00 | $0.00 |
DisclosureSEC source: 0001306565-25-000004 · wk-form4_1765574734.xml · nonDerivative · entry 1 Bauer Terrence L. · CIK 0001306565 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,220 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · shares: These common shares were acquired upon the vesting and settlement of certain restricted stock units (RSUs). Read SEC document |
| December 19, 2024 Filed Dec 20, 2024 09:34 UTC | TFS Financial CORP TFSL · Entity 3924 | GrantRestricted Stock Units · Derivative | 36,100 | $0.00 | $0.00 |
DisclosureSEC source: 0001381668-24-000182 · wk-form4_1734705242.xml · derivative · entry 1 Bauer Terrence L. · CIK 0001306565 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 36,100 Underlying: Common Stock · 36,100 shares Expires not disclosed F1 · 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. F2 · derivative.exercise_date: On December 19, 2024, the reporting person received a grant of 36,100 Restricted Stock Units (RSUs). These RSUs will vest one-fifth (20%) per year beginning December 10, 2025. F2 · derivative.expiration_date: On December 19, 2024, the reporting person received a grant of 36,100 Restricted Stock Units (RSUs). These RSUs will vest one-fifth (20%) per year beginning December 10, 2025. 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.