Home/Filings/4/0000950103-17-005691
4//SEC Filing

TIAA FSB Holdings, Inc. 4

Accession 0000950103-17-005691

CIK 0001502749operating

Filed

Jun 11, 8:00 PM ET

Accepted

Jun 12, 7:39 PM ET

Size

16.9 KB

Accession

0000950103-17-005691

Insider Transaction Report

Form 4
Period: 2017-06-09
Hubbard James R.
Executive Vice President
Transactions
  • Disposition to Issuer

    Performance-Based Restricted Common Stock Unit

    2017-06-095,3040 total
    Exercise: $0.00Common Stock, par value $0.01 per share (5,304 underlying)
  • Disposition to Issuer

    Common Stock, par value $0.01 per share

    2017-06-09$19.50/sh2,652$51,7140 total
  • Disposition to Issuer

    Restricted Common Stock Unit

    2017-06-095,7450 total
    Exercise: $0.00Common Stock, par value $0.01 per share (5,745 underlying)
  • Disposition to Issuer

    Restricted Common Stock Unit

    2017-06-097,9560 total
    Exercise: $0.00Common Stock, par value $0.01 per share (7,956 underlying)
  • Disposition to Issuer

    Employee Stock Option (right to buy)

    2017-06-0917,6050 total
    Exercise: $20.44Exp: 2025-08-10Common Stock, par value $0.01 per share (17,605 underlying)
Footnotes (8)
  • [F1]Pursuant to the Agreement and Plan of Merger, dated as of August 7, 2016 (the "Merger Agreement"), by and among Teachers Insurance and Annuity Association of America, a New York stock life insurance company ("TIAA"), TIAA FSB Holdings, Inc. (formerly known as EverBank Financial Corp), a Delaware corporation (the "Company"), TCT Holdings, Inc., a Delaware corporation and wholly owned subsidiary of TIAA ("TCT Holdings"), and Dolphin Sub Corporation, a Delaware corporation and wholly owned subsidiary of TCT Holdings ("Merger Sub"), at the effective time ("Effective Time") of the merger of Merger Sub with and into the Company, with the Company as the surviving entity and a wholly owned subsidiary of TIAA (the "Merger"), each share of the Company's common stock, par value $0.01 per share (the "Company Common Stock") owned by the reporting person was converted into the right to receive $19.50 in cash without interest (the "Merger Consideration").
  • [F2]5,894 restricted common stock units of the Company that are subject to performance-based vesting conditions (each, a "Company PBRSU"), which would have vested on March 29, 2018 and March 29, 2019, were cancelled in connection with the Merger in exchange for a cash payment pursuant to the Merger Agreement.
  • [F3]Pursuant to the Merger Agreement, at the Effective Time, each outstanding Company PBRSU granted by the Company became fully vested and was converted automatically into the right to receive an amount in cash without interest equal to the product of (x) the number of shares of Company Common Stock subject to such unit based on target performance, multiplied by (y) the Merger Consideration.
  • [F4]5,745 units of the Company's restricted common stock unit subject only to service-based vesting conditions (each, a "Company RSU"), which would have vested on August 10, 2018, were canceled in connection with the Merger in exchange for a cash payment pursuant to the Merger Agreement.
  • [F5]Pursuant to the Merger Agreement, at the Effective Time, each outstanding Company RSU granted by the Company became fully vested and was converted automatically into the right to receive an amount in cash without interest equal to the product of (x) the number of shares of Company Common Stock subject to such unit, multiplied by (y) the Merger Consideration.
  • [F6]7,956 Company RSUs, which would have vested on March 29, 2019, were canceled in connection with the Merger in exchange for a cash payment pursuant to the Merger Agreement.
  • [F7]17,605 employee stock option granted by the Company to purchase shares of Company Common Stock under the Company's stock plans (each, a "Company Stock Option"), which would have vested on March 9, 2018, were canceled in connection with the Merger in exchange for a cash payment pursuant to the Merger Agreement.
  • [F8]Pursuant to the Merger Agreement, at the Effective Time, each outstanding Company Stock Option became fully vested and was converted automatically into the right to receive an amount in cash without interest equal to the product of (x) the number of shares of Company Common Stock subject to such option, multiplied by (y) the excess, if any, of the Merger Consideration over the exercise price per share of such option.

Issuer

TIAA FSB Holdings, Inc.

CIK 0001502749

Entity typeoperating
IncorporatedDE

Related Parties

1
  • filerCIK 0001502749

Filing Metadata

Form type
4
Filed
Jun 11, 8:00 PM ET
Accepted
Jun 12, 7:39 PM ET
Size
16.9 KB