TFS Financial Corporation filings document the holding company structure for Third Federal Savings and Loan Association of Cleveland and the reporting obligations tied to its Nasdaq-listed common stock. The company’s 8-K reports cover quarterly operating results, financial-condition exhibits, dividend declarations, and other material events related to the savings and mortgage banking business.
Proxy and governance filings disclose director elections, executive compensation, shareholder voting results, and board matters. The filing record also documents the mutual holding company ownership structure, dividend-waiver matters, registered securities, officer transition disclosures, and capital-structure details relevant to the company’s public shares.
TFS Financial Corporation (TFSL) reported fiscal 2026 net income of $100.7 million, up 10.7% from $91.0 million in fiscal 2025. Net interest income rose 9.9% to $321.8 million, and net interest margin was 1.88%, compared with 1.76% a year earlier. For the quarter ended September 30, 2026, net income was $24.7 million, down 19.0% from $30.5 million in the quarter ended June 30, 2026.
At September 30, 2026, total assets were $18.19 billion and loans held for investment, net, were $16.42 billion. Total loan delinquencies rose to $60.7 million, or 0.37% of loans, from $34.7 million, or 0.22%, a year earlier. Non-accrual loans were $49.8 million, or 0.30% of loans.
Deposits totaled $10.18 billion and borrowed funds were $5.74 billion. The company reported all capital ratios above the amounts required to be considered well capitalized, including a 10.53% Tier 1 leverage ratio. It paid a $0.3175-per-share dividend in the fourth fiscal quarter, and its new core banking system began operating in July 2026.
TFS Financial Corporation amended its Bylaws to establish the position of Vice Chairman of the Board of Directors and remove the requirement that the Company's President be a board member. The Board approved the amendment, which is effective September 24, 2026, pursuant to regulatory non-objection.
TFS Financial CORP (TFSL) reported that Chief Strategy Officer Bradley T. Stefanski sold 10,000 shares of common stock on September 11, 2026 in an open-market or private transaction at $16.94 per share, leaving him with 38,720 shares held directly.
He also reports indirect holdings of 8,497 common shares through an ESOP and 10,000 common shares as trustee for a family trust. In addition, he holds unvested equity awards, including restricted stock units representing 8,600, 2,867, and 15,000 underlying common shares with vesting schedules beginning December 10, 2025 and December 10, 2026, plus 1,800 stock options with a $14.74 exercise price expiring on January 5, 2028. No Rule 10b5-1 trading plan is reported.
TFS Financial CORP (TFSL) received a notice that officer Bradley T. Stefanski intends to sell common stock under Rule 144. The planned transaction covers 10,000 shares through Fidelity Brokerage Services LLC, with an indicated aggregate value of $170,400, and references 280,442,755 shares outstanding as context.
The shares to be sold were acquired as a stock award dated October 10, 2016 from Third Federal. The notice is signed by Audrey Skillern as a duly authorized representative of Fidelity, acting as attorney-in-fact for Bradley Stefanski.
TFS Financial CORP (TFSL) reports that Chairman, President and CEO Marc A. Stefanski sold 10,000 shares of common stock on September 8, 2026 in an open-market or private transaction at $17.28 per share from shares held as trustee for his daughter's trust, leaving 27,150 shares in that trust.
He also reports direct holdings of 77,570 common shares, additional indirect common stock through a spouse, trusts, an ESOP and a 401(k), and substantial equity awards including multiple grants of restricted stock units and performance share units that each represent a contingent right to receive one TFSL share with dividend equivalent rights.
TFS Financial CORP (TFSL) director Ashley H. Williams reported selling 10,000 shares of common stock on September 8, 2026 at $17.28 per share through an account where she is a trust beneficiary, leaving 27,150 shares in that trust-related position. She also reports direct holdings of common stock and restricted stock units that may settle in additional shares. No Rule 10b5-1 trading plan is reported for this sale.
TFS Financial CORP (TFSL) received a Rule 144 notice indicating that director Marc A. Stefanski, through the ASHLEY H STEFANSKI TRUST U/A 7/26/13, plans to sell 10,000 shares of common stock through Fidelity Brokerage Services LLC on NASDAQ.
The shares have an indicated aggregate market value of $175,700, and the class has 280,442,755 shares outstanding. The shares to be sold were acquired as a stock award from Third Federal on December 10, 2023.
TFS Financial CORP (TFSL) received a Rule 144 resale notice relating to 10,000 shares of its common stock. The shares, beneficially owned through the Ashley H Stefanski Trust U/A 7/26/13, are to be sold through Fidelity Brokerage Services LLC, with an aggregate market value of $175,700 as of September 4, 2026. The shares were acquired as a stock award on December 10, 2023, from Third Federal.
TFS Financial CORP (TFSL) reported that Chief Financial Officer Meredith S. Weil exercised employee stock options for 52,793 shares of common stock on September 3, 2026 at $14.74 per share. Of the resulting shares, 46,932 were delivered back to the issuer to pay the option exercise price and related withholding taxes, and 5,861 shares were sold at $17.53 per share. Weil continues to hold various equity awards, including restricted stock units and performance share units tied to TFS Financial common stock, as well as an unexercised stock option covering 54,400 shares at a $19.31 exercise price. No Rule 10b5-1 trading plan is reported.
TFS Financial CORP (TFSL) is named as the issuer in a Form 144 notice filed for the planned sale of restricted or control securities under Rule 144. Director or officer Meredith S. Weil has filed to sell 5,861 shares of common stock on September 3, 2026, following a stock option exercise, through Morgan Stanley Smith Barney LLC.
The notice also lists prior sales of TFSL common stock by Meredith S. Weil during the preceding three months, including 600 shares sold on August 28, 2026 and 4,316 shares sold on June 11, 2026. This filing is a regulatory notice and does not itself complete any transaction.