Type | Sym | Class | Transaction | Value $ | Shares | Change % | * Price $ | Shares After | Date | Ownership | Footnotes |
---|---|---|---|---|---|---|---|---|---|---|---|
transaction | BFH | Common Stock | Award | +14.9K | +18.33% | 96.5K | Feb 15, 2024 | Direct | F1 | ||
transaction | BFH | Common Stock | Award | +22.4K | +23.24% | 119K | Feb 15, 2024 | Direct | F2 | ||
transaction | BFH | Common Stock | Tax liability | -$32.7K | -869 | -0.73% | $37.59 | 118K | Feb 15, 2024 | Direct | F3 |
transaction | BFH | Common Stock | Award | +3.1K | +2.63% | 121K | Feb 16, 2024 | Direct | F4 | ||
transaction | BFH | Common Stock | Tax liability | -$307K | -8.23K | -6.79% | $37.34 | 113K | Feb 16, 2024 | Direct | F3, F5 |
Id | Content |
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F1 | The new grant is for 14,949 shares of common stock represented by time-based restricted stock units (RSUs). These time-based RSUs will vest over a three-year period, with 4,933 units vesting on each of 2/18/25 and 2/17/26 and 5,083 units vesting on 2/16/27, subject to continued employment (subject to certain limited exceptions) by the Reporting Person on the vesting dates. |
F2 | The new grant is for 22,423 shares of common stock represented by performance-based RSUs, which may be adjusted up or down at the time the performance targets are measured at the end of the three-year performance period. These performance-based RSUs may vest on 2/16/27 contingent on meeting predetermined performance measures and subject to continued employment (subject to certain limited exceptions) by the Reporting Person on the vesting date. |
F3 | Shares withheld by the Company to satisfy the Reporting Person's tax withholding obligation upon the vesting of restricted stock units. |
F4 | Based on an annual return on equity (ROE) performance metric goal for each of 2021, 2022 and 2023, as modified by a relative total stockholder return (rTSR) metric at the conclusion of the three-year period ended December 31, 2023, 130% of the original award of 10,340 performance-based restricted stock units granted 2/16/21 were earned, resulting in an additional 3,102 units, for a total of 13,442 units. |
F5 | The total number of securities beneficially owned includes: (a) 31,306 unrestricted shares; (b) 2,273 unvested units from an award of 6,685 time-based restricted stock units granted 2/15/22; (c) 10,027 unvested performance-based restricted stock units granted 2/15/22; (d) 12,490 unvested units from an award of 12,971 time-based restricted stock units granted 3/24/23; (e) 19,457 unvested performance-based restricted stock units granted 3/24/23; (f) the new grant for 14,949 time-based restricted stock units; and (g) the new grant for 22,423 performance-based restricted stock units. |