Home/Filings/4/0001381668-24-000144
4//SEC Filing

Mulhern Timothy W 4

Accession 0001381668-24-000144

CIK 0001381668other

Filed

Nov 24, 7:00 PM ET

Accepted

Nov 25, 9:55 AM ET

Size

16.1 KB

Accession

0001381668-24-000144

Insider Transaction Report

Form 4
Period: 2024-11-21
Mulhern Timothy W
Finance Manager - Future CFO
Transactions
  • Award

    Performance Restricted Share Units

    2024-11-21+8,7308,730 total
    Common Stock (8,730 underlying)
Holdings
  • Common Stock

    (indirect: ESOP)
    14,883
  • Restricted Stock Units

    Common Stock (4,267 underlying)
    4,267
  • Common Stock

    10,909
  • Performance Restricted Share Units

    Common Stock (5,510 underlying)
    5,510
  • Restricted Stock Units

    Common Stock (6,500 underlying)
    6,500
  • Employee Stock Option (right to buy)

    Exercise: $14.74Exp: 2028-01-15Common Stock (5,000 underlying)
    5,000
  • Common Stock

    (indirect: By 401(k))
    8,433
  • Restricted Stock Units

    Common Stock (1,267 underlying)
    1,267
Footnotes (8)
  • [F1]Reflects transactions not required to be reported under Section 16 of the Securities Exchange Act, as amended.
  • [F2]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.
  • [F3]On November 21, 2024, the reporting person achieved performance level of 90.0% on a target award of 9,700 Performance Share Units ("PSUs"), resulting in a total earned award of 8,730 shares. This represents the final determination a December 15, 2022 award that was dependent on certain performance results during the two fiscal year period ended September 30, 2024. Each PSU represents a contingent right to receive one share of TFS Financial Corporation common stock and 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 during the period the award was outstanding. The shares and dividend equivalent payment will vest and distribute to the reporting person on December 10, 2025.
  • [F4]On November 21, 2023, the reporting person achieved performance level of 95.0% on a target award of 5,800 Performance Share Units ("PSUs"), resulting in a total earned award of 5,510 shares. This represents the final determination a December 16, 2021 award that was dependent on certain performance results during the two fiscal year period ended September 30, 2023. Each PSU represents a contingent right to receive one share of TFS Financial Corporation common stock and 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 during the period the award was outstanding. The shares and dividend equivalent payment will vest and distribute to the reporting person on December 10, 2024.
  • [F5]On March 4, 2024, the reporting person received a grant of 6,500 Restricted Stock Units (RSUs). These RSUs vest in three equal annual installments beginning December 10, 2024.
  • [F6]On December 16, 2021, the reporting person received a grant of 3,800 Restricted Stock Units (RSUs). These RSUs vest in three equal annual installments beginning December 10, 2022.
  • [F7]On December 15, 2022, the reporting person received a grant of 6,400 Restricted Stock Units (RSUs). These RSUs vest in three equal annual installments beginning December 10, 2023.
  • [F8]On January 5, 2018, the reporting person received a grant of 5,000 stock options. These options fully vest on December 10, 2020.

Issuer

TFS Financial CORP

CIK 0001381668

Entity typeother

Related Parties

1
  • filerCIK 0001899371

Filing Metadata

Form type
4
Filed
Nov 24, 7:00 PM ET
Accepted
Nov 25, 9:55 AM ET
Size
16.1 KB