| Type | Sym | Class | Transaction | Value $ | Shares | Change % | * Price $ | Shares After | Date | Ownership | Footnotes |
|---|---|---|---|---|---|---|---|---|---|---|---|
| transaction | BFH | Common Stock | Award | +45,323 | +9.8% | 507,816 | 18 Feb 2025 | Direct | F1 | ||
| transaction | BFH | Common Stock | Award | +67,984 | +13% | 575,800 | 18 Feb 2025 | Direct | F2 | ||
| transaction | BFH | Common Stock | Award | +8,102 | +1.4% | 583,902 | 18 Feb 2025 | Direct | F3 | ||
| transaction | BFH | Common Stock | Tax liability | $2,781,397 | -44,789 | -7.7% | $62.10 | 539,113 | 18 Feb 2025 | Direct | F4, F5 |
| Id | Content |
|---|---|
| F1 | The new grant is for 45,323 shares of common stock represented by time-based restricted stock units (RSUs). These time-based RSUs will vest over a three-year period, with 14,956 units vesting on 2/18/26, 14,957 units vesting on 2/18/27 and 15,410 units vesting on 2/18/28, subject to continued employment (subject to certain limited exceptions) by the Reporting Person on the vesting dates. |
| F2 | The new grant is for 67,984 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 2/18/28 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 | Based on an annual return on equity (ROE) performance metric goal for each of 2022, 2023 and 2024, at the conclusion of the three-year period ended December 31, 2024, 120.2% of the original award of 40,105 performance-based restricted stock units granted 2/15/22 were earned, resulting in an additional 8,102 units, for a total of 48,207 units. |
| F4 | Shares withheld by the Company to satisfy the Reporting Person's tax withholding obligation upon the vesting of restricted stock units. |
| F5 | The total number of securities beneficially owned includes: (a) 172,361 unrestricted shares; (b) 19,791 unvested units from an award of 58,211 time-based restricted stock units granted 3/24/23; (c) 87,319 unvested performance-based restricted stock units granted 3/24/23; (d) 45,182 unvested units from an award of 67,435 time-based restricted stock units granted 2/15/24; (e) 101,153 unvested performance-based restricted stock units granted 2/15/24; (f) the new grant for 45,323 time-based restricted stock units; and (g) the new grant for 67,984 performance-based restricted stock units. |