Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| TFS Financial CORPTFSL · Entity 3924 | Chief Strategy Officer | September 11, 2026 | September 15, 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 11, 2026 · Filed September 15, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 38,720 |
Reported balance
After 2026-09-11 transaction · row 1
1 source rowRow 1 · 2026-09-11 · Sale · Disposed 10,000 · Balance 38,720 |
| Common StockSEC Table I · non-derivative | IndirectESOP | 8,497 |
Reported balance
Holding disclosure · report date 2026-09-11 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 8,497 F1: Reflects transactions not required to be reported under Section 16 of the Securities Exchange Act, as amended. |
| Common StockSEC Table I · non-derivative | IndirectTrustee for family trust | 10,000 |
Reported balance
Holding disclosure · report date 2026-09-11 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 10,000 |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 8,600 |
Reported balance
Holding disclosure · report date 2026-09-11 · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · Balance 8,600 F2: 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 18, 2025, the reporting person received a grant of 8,600 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 | 2,867 |
Reported balance
Holding disclosure · report date 2026-09-11 · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · Balance 2,867 F2: 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: On December 19, 2024, the reporting person received a grant of 4,300 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 | 15,000 |
Reported balance
Holding disclosure · report date 2026-09-11 · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · Balance 15,000 F2: 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 15,000 Restricted Stock Units (RSUs). These RSUs fully vest on December 10, 2026. |
| Employee Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $14.74 · Expires 2028-01-05 | Direct | 1,800 |
Reported balance
Holding disclosure · report date 2026-09-11 · row 7
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 7 · Balance 1,800 F6: On January 5, 2018, reporting person received a grant of 1,800 stock options. These stock options vest 100% on December 10, 2020 |
Filing footnotes · ownership attribution and instrument terms
F1: Reflects transactions not required to be reported under Section 16 of the Securities Exchange Act, as amended.
F2: 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 18, 2025, the reporting person received a grant of 8,600 Restricted Stock Units (RSUs). These RSUs vest in three equal annual installments beginning December 10, 2026.
F4: On December 19, 2024, the reporting person received a grant of 4,300 Restricted Stock Units (RSUs). These RSUs vest in three equal annual installments beginning December 10, 2025.
F5: On March 4, 2024, the reporting person received a grant of 15,000 Restricted Stock Units (RSUs). These RSUs fully vest on December 10, 2026.
F6: On January 5, 2018, reporting person received a grant of 1,800 stock options. These stock options vest 100% on December 10, 2020
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 11, 2026 Filed Sep 15, 2026 14:40 UTC | TFS Financial CORP TFSL · Entity 3924 | SaleCommon Stock | 10,000 | $16.94 | $169,400.00 |
DisclosureSEC source: 0001921069-26-000003 · wk-form4_1789483255.xml · nonDerivative · entry 1 Stefanski Bradley T · CIK 0001921069 · Chief Strategy Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 38,720 Read SEC document |
| December 18, 2025 Filed Dec 18, 2025 14:25 UTC | TFS Financial CORP TFSL · Entity 3924 | GrantRestricted Stock Units · Derivative | 8,600 | $0.00 | $0.00 |
DisclosureSEC source: 0001921069-25-000009 · wk-form4_1766085937.xml · derivative · entry 4 Stefanski Bradley T · CIK 0001921069 · Chief Strategy Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,600 Underlying: Common Stock · 8,600 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 18, 2025, the reporting person received a grant of 8,600 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 8,600 Restricted Stock Units (RSUs). These RSUs vest in three equal annual installments beginning December 10, 2026. Read SEC document |
| December 10, 2025 Filed Dec 12, 2025 17:22 UTC | TFS Financial CORP TFSL · Entity 3924 | Exercise / conversionRestricted Stock Units · Derivative | 1,433 | $0.00 | $0.00 |
DisclosureSEC source: 0001921069-25-000007 · wk-form4_1765578130.xml · derivative · entry 5 Stefanski Bradley T · CIK 0001921069 · Chief Strategy Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,867 Underlying: Common Stock · 1,433 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 December 19, 2024, the reporting person received a grant of 4,300 Restricted Stock Units (RSUs). These RSUs vest in three equal annual installments beginning December 10, 2025. F5 · derivative.expiration_date: On December 19, 2024, the reporting person received a grant of 4,300 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 17:22 UTC | TFS Financial CORP TFSL · Entity 3924 | Tax withholdingCommon Stock | 672 | $13.91 | $9,347.52 |
DisclosureSEC source: 0001921069-25-000007 · wk-form4_1765578130.xml · nonDerivative · entry 2 Stefanski Bradley T · CIK 0001921069 · Chief Strategy Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 48,720 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 17:22 UTC | TFS Financial CORP TFSL · Entity 3924 | Exercise / conversionCommon Stock | 1,433 | $0.00 | $0.00 |
DisclosureSEC source: 0001921069-25-000007 · wk-form4_1765578130.xml · nonDerivative · entry 1 Stefanski Bradley T · CIK 0001921069 · Chief Strategy Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 49,392 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 09:31 UTC | TFS Financial CORP TFSL · Entity 3924 | GrantRestricted Stock Units · Derivative | 4,300 | $0.00 | $0.00 |
DisclosureSEC source: 0001381668-24-000178 · wk-form4_1734705070.xml · derivative · entry 4 Stefanski Bradley T · CIK 0001921069 · Chief Strategy Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,300 Underlying: Common Stock · 4,300 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 19, 2024, the reporting person received a grant of 4,300 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 4,300 Restricted Stock Units (RSUs). These RSUs vest in three equal annual installments beginning December 10, 2025. Read SEC document |
| August 02, 2024 Filed Aug 6, 2024 15:51 UTC | TFS Financial CORP TFSL · Entity 3924 | GiftCommon Stock | 10,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001381668-24-000109 · wk-form4_1722973858.xml · nonDerivative · entry 2 Stefanski Bradley T · CIK 0001921069 · Chief Strategy Officer 10b5-1 filing: No plan indicated Ownership: Indirect · Trustee for family trust Disclosed balance after: 10,000 F1 · shares: Reporting person received shares as a gift. F1 · price: Reporting person received shares as a gift. Read SEC document |
| May 06, 2024 Filed May 9, 2024 15:02 UTC | TFS Financial CORP TFSL · Entity 3924 | SaleCommon Stock | 3,750 | $13.22 | $49,575.00 |
DisclosureSEC source: 0001381668-24-000080 · wk-form4_1715281341.xml · nonDerivative · entry 1 Stefanski Bradley T · CIK 0001921069 · Chief Strategy Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 47,959 Read SEC document |
| March 08, 2024 Filed Mar 12, 2024 13:48 UTC | TFS Financial CORP TFSL · Entity 3924 | SaleCommon Stock | 6,269 | $12.76 | $79,992.44 |
DisclosureSEC source: 0001381668-24-000066 · wk-form4_1710265676.xml · nonDerivative · entry 1 Stefanski Bradley T · CIK 0001921069 · Chief Strategy Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 51,709 Read SEC document |
| March 04, 2024 Filed Mar 6, 2024 16:02 UTC | TFS Financial CORP TFSL · Entity 3924 | GrantRestricted Stock Units · Derivative | 15,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001381668-24-000057 · wk-form4_1709758950.xml · derivative · entry 3 Stefanski Bradley T · CIK 0001921069 · Chief Strategy Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,000 Underlying: Common Stock · 15,000 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 March 4, 2024, the reporting person received a grant of 15,000 Restricted Stock Units (RSUs). These RSUs fully vest on December 10, 2026. F3 · derivative.expiration_date: On March 4, 2024, the reporting person received a grant of 15,000 Restricted Stock Units (RSUs). These RSUs fully vest on December 10, 2026. Read SEC document |
| December 08, 2023 Filed Dec 12, 2023 17:25 UTC | TFS Financial CORP TFSL · Entity 3924 | Exercise / conversionRestricted Stock Units · Derivative | 10,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001381668-23-000143 · wk-form4_1702419941.xml · derivative · entry 4 Stefanski Bradley T · CIK 0001921069 · Chief Strategy Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 10,000 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: On December 17, 2020, the reporting person received a grant of 10,000 Restricted Stock Units ("RSUs") which fully vest on December 10, 2023. F5 · derivative.expiration_date: On December 17, 2020, the reporting person received a grant of 10,000 Restricted Stock Units ("RSUs") which fully vest on December 10, 2023. Read SEC document |
| December 08, 2023 Filed Dec 12, 2023 17:25 UTC | TFS Financial CORP TFSL · Entity 3924 | Tax withholdingCommon Stock | 3,035 | $13.45 | $40,820.75 |
DisclosureSEC source: 0001381668-23-000143 · wk-form4_1702419941.xml · nonDerivative · entry 2 Stefanski Bradley T · CIK 0001921069 · Chief Strategy Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 57,978 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. Read SEC document |
| December 08, 2023 Filed Dec 12, 2023 17:25 UTC | TFS Financial CORP TFSL · Entity 3924 | Exercise / conversionCommon Stock | 10,000 | $13.45 | $134,500.00 |
DisclosureSEC source: 0001381668-23-000143 · wk-form4_1702419941.xml · nonDerivative · entry 1 Stefanski Bradley T · CIK 0001921069 · Chief Strategy Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 61,013 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 |
| July 21, 2022 Filed Jul 22, 2022 12:13 UTC | TFS Financial CORP TFSL · Entity 3924 | GiftCommon Stock | 5,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001381668-22-000077 · wf-form4_165850638529323.xml · nonDerivative · entry 1 Stefanski Bradley Taylor · CIK 0001921069 · Chief Strategy Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,165 F1 · shares: Reported person was gifted these shares Read SEC document |
| July 21, 2022 Filed Nov 22, 2022 14:04 UTC Amendment | TFS Financial CORP TFSL · Entity 3924 | GiftCommon Stock | 5,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001381668-22-000125 · wf-form4a_166914384483148.xml · nonDerivative · entry 1 Stefanski Bradley Taylor · CIK 0001921069 · Chief Strategy Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 51,013 F1 · balance_after: This amendment is to correct the ending number of direct shares beneficially owned by the reporting person in concurrence with an amended Form 3 filed November 18th, 2022. See amended Form 3 for detail. Read SEC document |
| April 26, 2022 Filed Apr 27, 2022 09:20 UTC | TFS Financial CORP TFSL · Entity 3924 | GiftCommon Stock | 4,660 | $0.00 | $0.00 |
DisclosureSEC source: 0001381668-22-000043 · wf-form4_165106562663434.xml · nonDerivative · entry 1 Stefanski Bradley Taylor · CIK 0001921069 · Chief Strategy Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,165 F1 · shares: Reporting person was gifted these shares 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.