Type | Sym | Class | Transaction | Value $ | Shares | Change % | * Price $ | Shares After | Date | Ownership | Footnotes |
---|---|---|---|---|---|---|---|---|---|---|---|
transaction | TFSL | Common Stock | Sale | -$256K | -20K | -35% | $12.82 | 37.2K | Sep 10, 2024 | Trust Beneficiary | F1 |
holding | TFSL | Common Stock | 10.7K | Sep 10, 2024 | Direct | F1 | |||||
holding | TFSL | Common Stock | 40K | Sep 10, 2024 | Trustee for daughter's trust |
Type | Sym | Class | Transaction | Value $ | Shares | Change % | * Price $ | Shares After | Date | Underlying Class | Amount | Exercise Price | Ownership | Footnotes |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
holding | TFSL | Restricted Stock Units | 5.85K | Sep 10, 2024 | Common Stock | 5.85K | Direct | F2, F3 |
Id | Content |
---|---|
F1 | The ending balance reflects the transfer of 23,300 and 17,650 shares on 2/28/23 and 12/15/23, respectively, to the revocable trust for which Ms. Stefanski is the beneficiary. The transactions changed the beneficial ownership of such shares from direct to indirect ownership. |
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 February 22, 2024, the reporting person received a grant of 5,850 Restricted Stock Units ("RSUs") which fully vest on February 21, 2025. |