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TFS Financial Corp’s Chairman, President and CEO Marc A. Stefanski reported open-market sales of company common stock. On February 12, 2026, he sold 7,149 shares at $15.03 per share, and on February 11, 2026, he sold 7 shares at $15 per share. After these transactions, he directly owned 109,848 common shares.
He also reported indirect holdings, including 28,200 shares by spouse, 37,150 as trustee for a daughter’s trust, 20,389 as trust beneficiary, 54,738 as trustee for a sibling trust, 11,389 through an ESOP and 112,922 through a 401(k). In addition, he holds multiple restricted and performance stock unit awards, including a 215,200-unit retention grant from December 18, 2025 that vests in full on December 10, 2030, and a 20,400-unit performance award earned at 100% of target tied to results through September 30, 2025.
TFS Financial Corp Chief Financial Officer Meredith S. Weil reported open-market sales of company common stock. On February 11, 2026, she sold 12,911 shares of common stock at a price of $14.95 per share, followed by an additional sale of 2,089 shares at $14.95 per share.
After these transactions, Weil directly beneficially owned 52,236 shares of common stock. She also holds additional interests through benefit plans, including common stock in a 401(k) and ESOP, as well as multiple grants of restricted stock units, performance share units, and stock options covering significant numbers of TFS Financial common shares.
TFSL insider Meredith Weil has filed a notice to sell 12,911 shares of common stock under Rule 144. The shares are to be sold through Morgan Stanley Smith Barney on NASDAQ around 02/11/2026, with an aggregate market value of $192,987.17, versus 280,570,799 shares outstanding.
In the past three months, Meredith Weil also sold common shares in two transactions: 2,089 shares for $31,606.00 on 02/10/2026 and 15,000 shares for $207,750.00 on 11/12/2025.
TFSL insider Meredith S. Weil has filed a notice of intent to sell 2,089 shares of common stock, with an aggregate market value of $31,606.00. The planned sale is to be executed through Charles Schwab on the NASDAQ around 02/10/2026, against total common shares outstanding of 280,570,799.
The 2,089 shares were acquired on 08/15/2017 as a restricted stock unit grant from the issuer, classified as equity compensation. During the past three months, Weil previously sold 15,000 common shares on 11/12/2025 for gross proceeds of $207,784.13, as disclosed in the filing.
TFS Financial Corporation reported net income of $22.3 million for the quarter ended December 31, 2025, essentially flat versus $22.4 million a year earlier, with basic and diluted EPS steady at $0.08.
Net interest income rose to $75.7 million from $68.3 million as loan interest grew, while interest expense on deposits and borrowings also increased. Non-interest income improved to $8.0 million, helped by higher gains on loan sales, but non-interest expenses rose to $56.2 million, driven by salaries, benefits and marketing.
Total assets were $17.5 billion, with loans held for investment of $15.7 billion and deposits of $10.4 billion. Shareholders’ equity was $1.90 billion. The allowance for credit losses totaled $104.1 million, while non-accrual loans were $39.0 million, indicating manageable credit issues in a largely prime residential mortgage and home equity portfolio.
The company remains majority-owned by its mutual holding company, which held 80.9% of the common stock as of February 3, 2026. TFS also disclosed a decision to terminate its defined benefit pension plan effective December 31, 2025, with related settlement charges expected in the second half of calendar 2026.
TFS Financial Corporation filed Amendment No. 1 to its January 29, 2026 Form 8-K to correct a single financial figure. The company revised diluted weighted average shares outstanding for the three months ended December 31, 2025 on its Consolidated Statements of Income in Exhibit 99.1 from 283,302,227 to 279,908,875.
No other part of the original Form 8-K was changed, and the company states this amendment does not discuss subsequent developments. The company also clarifies that the amended press release in Exhibit 99.1 and this information are not incorporated by reference into other filings and are not deemed “filed” for certain liability purposes.
TFS Financial Corp director Barbara J. Anderson reported selling common stock and outlining equity awards. On February 3, 2026, she sold 11,000 shares of common stock at $14.21 per share, leaving her with 6,200 shares held directly.
She also reported holdings of 10,000 restricted stock units from a 50,000-unit grant on December 16, 2021, which vests 20% per year beginning December 10, 2022, and 5,000 restricted stock units from a grant on December 18, 2025 that fully vests on December 10, 2026. Each unit represents the right to receive one share and includes cash dividend-equivalent rights.
A shareholder in TFSL has filed a Form 144 indicating an intention to sell 11,000 shares of common stock through Morgan Stanley Smith Barney LLC on the NASDAQ, with an aggregate market value of $156,258.30. The filing lists total shares outstanding as 280,513,055 for context.
The shares to be sold come from restricted stock awards acquired from the issuer, including 2,100 shares on 02/22/2025 and 8,900 shares on 12/10/2025, both marked as not involving special payment terms. By signing, the seller represents they are unaware of undisclosed material adverse information about the issuer’s operations.
TFS Financial Corporation, the holding company for Third Federal Savings and Loan Association of Cleveland, furnished an update on its recent performance. The company issued a press release announcing its operating results for the three months ended December 31, 2025, and attached this release as Exhibit 99.1.
The information about these quarterly results is being provided under a current report and is expressly described as "furnished" rather than "filed" under federal securities laws, which affects how it is treated for liability purposes and incorporation into other regulatory reports.
TFS Financial Corporation is asking stockholders to vote at its 2026 annual meeting on four routine items: electing four directors to three-year terms, an advisory vote on executive compensation, and ratifying Deloitte & Touche LLP as independent accountant for the fiscal year ending September 30, 2026, plus any other proper business.
Only holders of record on December 29, 2025, may vote, with 280,633,799 shares of common stock outstanding. Third Federal Savings and Loan Association of Cleveland, MHC owns 227,119,132 shares, or 80.9%, and plans to vote in favor of the board’s director nominees, the say‑on‑pay proposal and the auditor ratification, effectively determining the outcomes.
The proxy also reviews 2025 performance and pay. Total assets reached $17.46 billion, net loans grew $341.3 million, deposits rose to $10.45 billion, and net income was $91.0 million, up 14.3% as net interest income increased to $292.7 million and net interest margin improved to 1.76%. The company paid a quarterly dividend of $0.2825 per share and repurchased $3.2 million of stock. Executive bonuses are tied to adjusted net income; with adjusted net income at 124.7% of budget, named executives earned 110% of target annual incentives, and a significant portion of long‑term equity awards depends on return‑on‑assets goals.