Subscribe

TFS Financial Corporation (TFSL)

USD17.66 -0.01 (-0.06%)
US NASDAQ Financial Services Banks - Regional
Address 7007 Broadway Avenue 44105
Cleveland, OH, US
CEO Marc A. Stefanski
IPO 2007-04-23
CIK 1381668 ISIN US87240R1077

Explore sections of this company profile

Description

TFS Financial Corporation delivers a comprehensive array of retail banking solutions to individual consumers across the United States. The company's deposit offerings encompass savings, money market, and checking accounts, in addition to individual retirement accounts, various qualified retirement plans, and certificates of deposit. It also extends a range of lending products, such as residential real estate mortgages, construction financing, home equity loans and lines of credit, alongside options for home purchase mortgages and first mortgage refinancing. Furthermore, TFS Financial provides escrow and settlement services. Established in 1938, the corporation is headquartered in Cleveland, Ohio, where its main office is located. Its operations are further supported by 37 full-service branches and 7 loan production offices distributed throughout Ohio and Florida. TFS Financial Corporation functions as a subsidiary of Third Federal Savings and Loan Association of Cleveland, MHC.

Market Cap & Enterprise Value
Merger & Acquisition History

No mergers or acquisitions recorded for this company.

Technical Outlook
Loading outlook…
Loading forecast...
Signal Summary Loading…
Indicator 1D1W2W3W1M
Each column is computed on that timeframe's candles (1D = daily, 1W ≈ weekly, 1M ≈ monthly), not on the same last day. ▲ bullish · ▼ bearish · — neutral. The Net row counts signals per column; hover any cell (or the indicator name) to see the exact rule behind it.
Day Score & sub-scores
Statistical fingerprint & regime detail
Conditional historical analysis
Customize analysis (advanced)
Indicative levels generated algorithmically. Not financial advice.
Risk Profile
Loading risk profile…
Price Chart
Averages
Trend
Price
Levels
Draw
USD17.66 -0.01 (-0.06%)
Loading historical data…
Volume Profile
Loading…
Liquidity & share structure
Average Volume
874.7K
Beta
0.74
Float Shares
279.23M
Free Float %
99.5%
Price Performance
1D5D1M3M6M YTD1Y3Y5Y10YMax
+0.81% -0.07% +1.42% +1.08% +8.86% +12.03% +10.87% +34.08% -28.24% -17.59% +27.14%
Rolling Volatility
Loading…
Drawdown
Loading…
Relative Strength
Loading…
Monthly Returns Heatmap
From To
Loading…
Annual Monthly Returns
Loading…
Daily Returns Distribution
vs.
Loading histogram data…

Revenue flow

Revenue by geography

Revenue by segment

From To

Revenue composition

From To

By product

By geography

Financial Statements

Income Statement

Balance Sheet

Cash Flow Statement

Key Metrics

Financial Ratios

Employees

Financial Growth (CAGR)

Market Data

Analyst Consensus (4 ratings, all time) Hold
Price Targets & DCF
Current price
17.66
Low 15.00 -15.1%
Consensus 15.00 -15.1%
Median 15.00 -15.1%
High 15.00 -15.1%
Ratings Trend (MoM) 0% Bullish
Rating 2026-05 Change
Strong Buy 0 0
Buy 0 0
Hold 2 0
Sell 0 0
Strong Sell 0 0
Price Target Summary
Period # Analysts Avg Target
Last Month
Last Quarter
Last Year 1
15.00
-15.1%
All Time 1
15.00
-15.1%
Quality scores
Altman Z-Score
0.20
Distress
Piotroski F-Score
6 / 9
Average
Composite Rating
C
Overall Score
2 / 5
Medium
DCF Score
1 / 5
Low
ROE Score
2 / 5
Medium
ROA Score
3 / 5
Medium
D/E Score
1 / 5
Low
P/E Score
1 / 5
Low
P/Book Score
2 / 5
Medium
Operational MOAT
  • Revenue growth
    +4.4% Q1'26: +5.1% (vs Q1'25)
  • EPS growth
    +14.3% Q1'26: +12.3% (vs Q1'25)
  • FCF margin
    Q1'26: +6.6% (vs Q1'25)
  • EBIT margin
    Q1'26: +14.7% (vs Q1'25)
  • ROIC
    Q1'26: +1.3% (vs Q1'25)
  • Share dilution
    +0.2% Q1'26: +0.1% (vs Q1'25)
  • Debt / EBITDA
    Q1'26: 42.95× (vs Q1'25)
Valuation Multiples From To
Price Forecast (3Y) From To
Model
Adjust
P/E
Theoretical Return — If Invested Today

* These projections are based on analyst consensus estimates and user-defined valuation multiples. This table is for informational purposes only and does not constitute a recommendation to buy or sell any security. Past performance is not indicative of future results.

DCF Interactive Model (UFCF)
Projection years:
Market assumptions
WACC components (optional)
Ke (Cost of Equity) = Rf + β (0.73) × ERP
WACC = 46% × Ke + 54% × Kd (9.6%) × (1−t)

Modifying these values recalculates WACC automatically.

Business assumptions
Current price: 17.66
Enterprise Value: Equity Value: Terminal Value: TV as % of EV:

Base values reflect the latest available data for this company and market conditions.

Consensus Estimates
Metric Sep 2008
actual
Sep 2009
actual
Sep 2010
actual
Sep 2013
actual
Sep 2014
actual
Sep 2015
actual
Sep 2016
actual
Sep 2017
actual
Sep 2018
actual
Sep 2019
actual
Sep 2020
actual
Sep 2021
actual
Sep 2022
actual
Sep 2023
actual
Sep 2024
actual
Sep 2025
actual
Sep 2026
1 Rev. Ana.
1 EPS Ana.
Sep 2027
1 Rev. Ana.
1 EPS Ana.
Revenue
594.47M
est: 315.97M (+88.1%)
555.43M
est: 231.06M (+140.4%)
495.86M
est: 288.71M (+71.8%)
412.44M
est: 261.62M (+57.7%)
396.58M
est: 308.00M (+28.8%)
407.74M
est: 294.25M (+38.6%)
413.39M
est: 295.84M (+39.7%)
428.84M
est: 299.09M (+43.4%)
464.58M
est: 305.50M (+52.1%)
502.55M
est: 286.50M (+75.4%)
508.55M
est: 297.10M (+71.2%)
444.65M
est: 286.20M (+55.4%)
433.14M
est: 302.98M (+43.0%)
633.35M
est: 304.09M (+108.3%)
758.78M
est: 299.78M (+153.1%)
791.96M
est: 320.35M (+147.2%)
345.14M
343.89M – 346.40M
+7.7% YoY
369.13M
367.79M – 370.48M
+7.0% YoY
EBITDA
90.54M
est: 68.29M (+32.6%)
38.58M
est: 49.93M (-22.7%)
36.68M
est: 62.39M (-41.2%)
103.68M
est: 187.18M (-44.6%)
112.14M
est: 229.85M (-51.2%)
126.85M
est: 208.27M (-39.1%)
141.73M
est: 243.18M (-41.7%)
154.23M
est: 264.87M (-41.8%)
146.35M
est: 66.02M (+121.7%)
125.16M
est: 61.92M (+102.1%)
133.07M
est: 64.21M (+107.2%)
132.66M
est: 232.82M (-43.0%)
119.09M
est: 296.21M (-59.8%)
111.48M
est: 65.72M (+69.6%)
119.35M
est: 64.79M (+84.2%)
137.76M
est: 69.23M (+99.0%)
74.59M
74.32M – 74.86M
+7.7% YoY
79.77M
79.48M – 80.06M
+7.0% YoY
EBIT
81.70M
est: 54.48M (+50.0%)
20.07M
est: 39.84M (-49.6%)
18.21M
est: 49.78M (-63.4%)
82.36M
est: 45.11M (+82.6%)
98.86M
est: 53.11M (+86.1%)
109.40M
est: 50.74M (+115.6%)
122.36M
est: 51.01M (+139.9%)
133.34M
est: 51.57M (+158.6%)
121.16M
est: 52.67M (+130.0%)
102.21M
est: 49.40M (+106.9%)
100.25M
est: 51.23M (+95.7%)
100.09M
est: 49.35M (+102.8%)
92.05M
est: 52.24M (+76.2%)
93.37M
est: 52.43M (+78.1%)
100.31M
est: 51.69M (+94.1%)
114.72M
est: 55.24M (+107.7%)
59.51M
59.29M – 59.73M
+7.7% YoY
63.65M
63.41M – 63.88M
+7.0% YoY
Net Income
54.49M
est: 43.49M (+25.3%)
14.40M
est: -22.48M (+164.0%)
11.34M
est: -32.59M (+134.8%)
55.96M
est: 53.12M (+5.3%)
65.89M
est: 69.15M (-4.7%)
72.59M
est: 62.67M (+15.8%)
80.55M
est: 75.84M (+6.2%)
88.88M
est: 79.82M (+11.3%)
85.41M
est: 95.90M (-10.9%)
80.24M
est: 69.44M (+15.5%)
83.32M
est: 77.03M (+8.2%)
81.01M
est: 62.23M (+30.2%)
74.57M
est: 112.13M (-33.5%)
75.25M
est: 77.58M (-3.0%)
79.59M
est: 75.53M (+5.4%)
90.96M
est: 86.73M (+4.9%)
93.97M
93.27M – 94.16M
+8.4% YoY
103.51M
103.02M – 104.00M
+10.2% YoY
SGA
95.44M
est: 86.74M (+10.0%)
104.08M
est: 122.51M (-15.0%)
108.86M
est: 189.80M (-42.6%)
112.47M
est: 97.57M (+15.3%)
114.50M
est: 122.06M (-6.2%)
126.68M
est: 111.60M (+13.5%)
123.61M
est: 112.78M (+9.6%)
125.45M
est: 112.74M (+11.3%)
131.76M
est: 149.53M (-11.9%)
133.79M
est: 113.73M (+17.6%)
131.15M
est: 126.02M (+4.1%)
137.13M
est: 116.45M (+17.8%)
139.96M
est: 107.75M (+29.9%)
151.53M
est: 74.92M (+102.3%)
142.08M
est: 73.86M (+92.4%)
137.66M
est: 78.92M (+74.4%)
85.03M
84.72M – 85.34M
+7.7% YoY
90.94M
90.61M – 91.28M
+7.0% YoY
EPS
0.17
est: 0.16 (+6.3%)
0.05
est: 0.13 (-61.5%)
0.04
est: 0.12 (-66.7%)
0.18
est: 0.15 (+24.1%)
0.22
est: 0.24 (-8.3%)
0.25
est: 0.23 (+8.7%)
0.28
est: 0.27 (+3.7%)
0.32
est: 0.31 (+3.2%)
0.31
est: 0.31 (-1.1%)
0.29
est: 0.27 (+6.1%)
0.30
est: 0.31 (-1.6%)
0.29
est: 0.26 (+11.5%)
0.26
est: 0.26 (+0.0%)
0.27
est: 0.28 (-2.6%)
0.28
est: 0.27 (+3.7%)
0.32
est: 0.31 (+3.2%)
0.34
0.33 – 0.34
+8.1% YoY
0.37
0.37 – 0.37
+10.4% YoY
Recent Grade Changes (3M)
Date Firm Previous New Grade Action
2026-05-04 Piper Sandler Neutral Neutral Maintain
Historical Ratings (3M)
Date Rating Overall DCF ROE ROA D/E P/E P/B
2026-05-11 C 2/5 1/5 2/5 3/5 1/5 1/5 2/5
2026-05-08 C- 1/5 1/5 2/5 3/5 1/5 1/5 1/5
2026-05-07 C- 1/5 1/5 2/5 3/5 1/5 1/5 1/5
2026-05-06 C- 1/5 1/5 2/5 3/5 1/5 1/5 1/5
2026-05-05 C- 1/5 1/5 2/5 3/5 1/5 1/5 1/5
2026-05-04 C- 1/5 1/5 2/5 3/5 1/5 1/5 1/5
2026-05-01 C- 1/5 1/5 2/5 3/5 1/5 1/5 1/5
2026-04-30 C 2/5 1/5 2/5 3/5 1/5 1/5 2/5
2026-04-29 C 2/5 1/5 2/5 3/5 1/5 1/5 2/5
2026-04-28 C 2/5 1/5 2/5 3/5 1/5 1/5 2/5
2026-04-27 C 2/5 1/5 2/5 3/5 1/5 1/5 2/5
2026-04-24 C 2/5 1/5 2/5 3/5 1/5 1/5 2/5
2026-04-23 C 2/5 1/5 2/5 4/5 1/5 1/5 2/5
2026-04-22 C 2/5 1/5 2/5 4/5 1/5 1/5 2/5
2026-04-21 C 2/5 1/5 2/5 4/5 1/5 1/5 2/5
2026-04-20 C 2/5 1/5 2/5 4/5 1/5 1/5 2/5
2026-04-17 C+ 2/5 1/5 3/5 4/5 1/5 1/5 2/5
2026-04-16 C+ 2/5 1/5 3/5 4/5 1/5 1/5 2/5
2026-04-15 C+ 2/5 1/5 3/5 4/5 1/5 1/5 2/5

Owner Earnings

Owner's Earnings (history) From To
Owner alignment
Owner's Earnings TTM
85.64M
OE per share TTM
0.30
Owner's Yield
2.07%
Maintenance CapEx ratio
3.55%
Maint CapEx / Avg PPE
6.9%

Ownership Overview

Ownership breakdown
At a glance
Institutional holders
60
Total invested
15.52M
Insider transactions (90d)
0
Beneficial owners (>5%)
0
Beneficial owners (>5%)

No beneficial ownership filings recorded.

Institutional Activity (13F)

Institutional ownership trend From To
13F snapshot — 2026 Q1
Investors holding
60
-142 vs prev Q
New positions
9
Closed positions
150
Increased
33
Reduced
11
Put/Call ratio
0.00
Calls held
Puts held
Top institutional holders
# Investor Shares / Δ Mkt value / Δ Own% / Δ Weight% / Δ Avg px / Perf. Hold / Status
1 VANGUARD GROUP INC 5.00M -96.0K (-1.9%) 66.93M -239.3K (-0.4%) 1.79% -0.035 pp 0.00% +0.000 pp USD13.44 -0.4% 75 qtrs
2 BLACKROCK, INC. 4.03M +500.8K (+14.2%) 53.90M +7.4M (+16.0%) 1.45% +0.179 pp 0.00% +0.000 pp USD12.93 +3.5% 6 qtrs
3 DIMENSIONAL FUND ADVISORS LP 2.93M +65.7K (+2.3%) 39.23M +1.5M (+3.9%) 1.05% +0.023 pp 0.01% +0.000 pp USD13.18 +1.5% 51 qtrs
4 LAKEWOOD CAPITAL MANAGEMENT, LP 2.75M +217.0K (+8.6%) 36.80M +3.4M (+10.3%) 0.99% +0.078 pp 2.44% -0.083 pp USD12.93 +3.5% 4 qtrs
5 RENAISSANCE TECHNOLOGIES LLC 2.66M -497.0K (-15.8%) 35.55M -6.0M (-14.4%) 0.95% -0.179 pp 0.06% +0.000 pp USD13.29 +0.7% 74 qtrs
6 MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. 2.37M +1.4M (+135.0%) 31.74M +18.4M (+138.7%) 0.85% +0.489 pp 0.05% +0.026 pp USD13.01 +2.8% 7 qtrs
7 STATE STREET CORP 1.97M +388.0K (+24.6%) 26.31M +5.5M (+26.5%) 0.71% +0.139 pp 0.00% +0.000 pp USD13.79 -3.0% 51 qtrs
8 BANK OF NEW YORK MELLON CORP 1.87M +352.1K (+23.2%) 25.01M +5.0M (+25.1%) 0.67% +0.126 pp 0.00% +0.001 pp USD15.15 -11.7% 66 qtrs
9 CRAMER ROSENTHAL MCGLYNN LLC 1.17M +6.5K (+0.6%) 15.72M +326.1K (+2.1%) 0.42% +0.002 pp 1.01% +0.055 pp USD12.84 +4.2% 12 qtrs
10 GEODE CAPITAL MANAGEMENT, LLC 1.14M +590.0 (+0.1%) 15.28M +241.8K (+1.6%) 0.41% +0.000 pp 0.00% +0.000 pp USD13.66 -2.0% 75 qtrs
11 BANK OF AMERICA CORP /DE/ 793.8K -41.0K (-4.9%) 10.62M -377.1K (-3.4%) 0.28% -0.015 pp 0.00% +0.000 pp USD12.98 +3.1% 52 qtrs
12 MORGAN STANLEY 710.5K +134.7K (+23.4%) 9.51M +1.9M (+25.3%) 0.25% +0.048 pp 0.00% +0.000 pp USD13.45 -0.5% 51 qtrs
13 CITADEL ADVISORS LLC 513.2K -127.4K (-19.9%) 6.87M -1.6M (-18.6%) 0.18% -0.046 pp 0.00% 0.000 pp USD13.32 +0.5% 24 qtrs
14 UBS GROUP AG 499.9K +110.1K (+28.2%) 6.69M +1.6M (+30.2%) 0.18% +0.040 pp 0.00% +0.000 pp USD12.94 +3.4% 44 qtrs
15 GATOR CAPITAL MANAGEMENT, LLC 470.1K +470.1K (+100.0%) 6.29M +6.3M (+100.0%) 0.17% +0.169 pp 1.28% +1.275 pp USD13.38 +0.0% 1 qtrs NEW
16 NORGES BANK 392.3K +392.3K (+100.0%) 5.25M +5.2M (+100.0%) 0.14% +0.141 pp 0.00% +0.001 pp USD13.38 +0.0% 1 qtrs NEW
17 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 307.5K -247.0 (-0.1%) 4.11M +59.8K (+1.5%) 0.11% 0.000 pp 0.00% +0.000 pp USD14.51 -7.8% 71 qtrs
18 BEVERLY HILLS PRIVATE WEALTH, LLC 291.8K +291.8K (+100.0%) 3.90M +3.9M (+100.0%) 0.10% +0.105 pp 0.66% +0.659 pp USD13.38 +0.0% 1 qtrs NEW
19 QUANTINNO CAPITAL MANAGEMENT LP 264.9K +71.7K (+37.1%) 3.54M +998.6K (+39.2%) 0.10% +0.026 pp 0.01% +0.000 pp USD13.02 +2.8% 5 qtrs
20 TWO SIGMA INVESTMENTS, LP 258.7K +4.0K (+1.6%) 3.46M +106.0K (+3.2%) 0.09% +0.001 pp 0.00% 0.000 pp USD13.08 +2.3% 7 qtrs
21 CLEARSTEAD ADVISORS, LLC 247.2K +27.6K (+12.6%) 3.31M +414.6K (+14.3%) 0.09% +0.010 pp 0.04% +0.004 pp USD15.55 -14.0% 37 qtrs
22 PATHSTONE HOLDINGS, LLC 237.3K -9.3K (-3.8%) 3.17M -73.9K (-2.3%) 0.09% -0.003 pp 0.01% 0.000 pp USD13.49 -0.8% 9 qtrs
23 NORTHERN TRUST CORP 237.0K -12.0K (-4.8%) 3.17M -109.8K (-3.3%) 0.09% -0.004 pp 0.00% +0.000 pp USD14.21 -5.8% 51 qtrs
24 KESTRA INVESTMENT MANAGEMENT, LLC 214.5K +1.0K (+0.5%) 2.87M +57.4K (+2.0%) 0.08% +0.000 pp 0.07% -0.005 pp USD12.79 +4.6% 6 qtrs
25 SQUAREPOINT OPS LLC 214.2K +101.7K (+90.4%) 2.87M +1.4M (+93.4%) 0.08% +0.037 pp 0.00% +0.002 pp USD13.26 +0.9% 18 qtrs
26 NUVEEN, LLC 163.2K +40.0K (+32.5%) 2.18M +560.9K (+34.6%) 0.06% +0.014 pp 0.00% +0.000 pp USD12.63 +5.9% 4 qtrs
27 STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM 161.3K +— (+0.0%) 2.16M +33.1K (+1.6%) 0.06% +0.000 pp 0.00% +0.000 pp USD14.04 -4.7% 51 qtrs
28 UBS ASSET MANAGEMENT AMERICAS INC 156.9K -2.0K (-1.3%) 2.10M +5.3K (+0.3%) 0.06% -0.001 pp 0.00% +0.000 pp USD13.24 +1.1% 55 qtrs
29 SAGE INVESTMENT COUNSEL LLC 116.8K +90.0 (+0.1%) 1.56M +25.1K (+1.6%) 0.04% +0.000 pp 1.72% +0.016 pp USD12.56 +6.5% 5 qtrs
30 INVESCO LTD. 116.3K -1.1K (-0.9%) 1.56M +9.4K (+0.6%) 0.04% 0.000 pp 0.00% +0.000 pp USD15.56 -14.0% 57 qtrs
31 FIRST TRUST ADVISORS LP 111.5K -44.5K (-28.5%) 1.49M -563.6K (-27.4%) 0.04% -0.016 pp 0.00% 0.000 pp USD14.26 -6.2% 51 qtrs
32 SWISS NATIONAL BANK 110.7K +1.8K (+1.7%) 1.48M +46.4K (+3.2%) 0.04% +0.001 pp 0.00% +0.000 pp USD13.88 -3.6% 51 qtrs
33 CENTERBOOK PARTNERS LP 109.9K +109.9K (+100.0%) 1.47M +1.5M (+100.0%) 0.04% +0.039 pp 0.07% +0.072 pp USD13.38 +0.0% 1 qtrs NEW
34 CITIGROUP INC 104.6K +23.4K (+28.8%) 1.40M +329.8K (+30.8%) 0.04% +0.008 pp 0.00% +0.000 pp USD13.49 -0.8% 56 qtrs
35 SCHONFELD STRATEGIC ADVISORS LLC 104.2K +104.2K (+100.0%) 1.39M +1.4M (+100.0%) 0.04% +0.037 pp 0.01% +0.006 pp USD13.38 +0.0% 1 qtrs NEW
36 CREATIVE PLANNING 101.0K +2.1K (+2.1%) 1.35M +48.5K (+3.7%) 0.04% +0.001 pp 0.00% +0.000 pp USD13.01 +2.8% 14 qtrs
37 CAMPBELL & CO INVESTMENT ADVISER LLC 95.5K +35.2K (+58.3%) 1.28M +483.0K (+60.7%) 0.03% +0.013 pp 0.06% +0.001 pp USD13.06 +2.5% 10 qtrs
38 TWO SIGMA ADVISERS, LP 95.4K -26.8K (-21.9%) 1.28M -333.5K (-20.7%) 0.03% -0.010 pp 0.00% -0.001 pp USD13.00 +2.9% 4 qtrs
39 ALLIANCEBERNSTEIN L.P. 94.1K -14.4K (-13.3%) 1.26M -170.8K (-11.9%) 0.03% -0.005 pp 0.00% 0.000 pp USD13.34 +0.3% 61 qtrs
40 GOLDMAN SACHS GROUP INC 93.3K +40.0K (+75.1%) 1.25M +546.2K (+77.8%) 0.03% +0.014 pp 0.00% +0.000 pp USD13.47 -0.7% 73 qtrs
41 MILLENNIUM MANAGEMENT LLC 92.6K -16.1K (-14.8%) 1.24M -192.8K (-13.5%) 0.03% -0.006 pp 0.00% 0.000 pp USD12.87 +4.0% 7 qtrs
42 VISION CAPITAL MANAGEMENT, INC. 90.4K -2.0K (-2.1%) 1.21M -7.5K (-0.6%) 0.03% -0.001 pp 0.15% -0.004 pp USD15.37 -12.9% 32 qtrs
43 OCCUDO QUANTITATIVE STRATEGIES LP 84.8K +84.8K (+100.0%) 1.13M +1.1M (+100.0%) 0.03% +0.030 pp 0.08% +0.076 pp USD13.38 +0.0% 1 qtrs NEW
44 RAFFERTY ASSET MANAGEMENT, LLC 69.7K +9.1K (+14.9%) 932.2K +133.6K (+16.7%) 0.03% +0.003 pp 0.00% +0.001 pp USD14.06 -4.8% 9 qtrs
45 SUSQUEHANNA INTERNATIONAL GROUP, LLP 61.7K +25.3K (+69.5%) 825.5K +345.8K (+72.1%) 0.02% +0.009 pp 0.00% +0.000 pp USD12.88 +3.9% 11 qtrs
46 LEGAL & GENERAL GROUP PLC 61.0K +705.0 (+1.2%) 816.2K +21.8K (+2.7%) 0.02% +0.000 pp 0.00% +0.000 pp USD15.28 -12.4% 44 qtrs
47 VESTMARK ADVISORY SOLUTIONS, INC. 60.2K +4.6K (+8.2%) 805.9K +72.4K (+9.9%) 0.02% +0.002 pp 0.01% -0.003 pp USD12.77 +4.8% 10 qtrs
48 SG AMERICAS SECURITIES, LLC 56.0K +40.1K (+253.0%) 749.0K +540.0K (+258.4%) 0.02% +0.014 pp 0.00% +0.000 pp USD13.42 -0.3% 9 qtrs
49 CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 54.9K -5.1K (-8.5%) 734.6K -56.2K (-7.1%) 0.02% -0.002 pp 0.00% 0.000 pp USD12.93 +3.5% 52 qtrs
50 RHUMBLINE ADVISERS 52.5K +2.8K (+5.6%) 702.9K +47.8K (+7.3%) 0.02% +0.001 pp 0.00% +0.000 pp USD13.76 -2.8% 51 qtrs
51 COLONY GROUP, LLC 52.2K +3.6K (+7.5%) 698.6K +58.8K (+9.2%) 0.02% +0.001 pp 0.00% 0.000 pp USD12.90 +3.7% 6 qtrs
52 FRANK, RIMERMAN ADVISORS LLC 47.1K -141.0 (-0.3%) 629.8K +7.8K (+1.3%) 0.02% 0.000 pp 0.04% +0.000 pp USD12.75 +4.9% 7 qtrs
53 AQR CAPITAL MANAGEMENT LLC 45.0K +20.4K (+82.8%) 601.6K +277.5K (+85.6%) 0.02% +0.007 pp 0.00% +0.000 pp USD13.02 +2.8% 5 qtrs
54 CETERA INVESTMENT ADVISERS 44.8K -4.3K (-8.7%) 599.3K -47.1K (-7.3%) 0.02% -0.002 pp 0.00% 0.000 pp USD12.79 +4.6% 11 qtrs
55 SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 44.3K +6.5K (+17.3%) 592.9K +95.2K (+19.1%) 0.02% +0.002 pp 0.01% +0.001 pp USD13.21 +1.3% 7 qtrs
56 SEQUOIA FINANCIAL ADVISORS, LLC 44.3K +13.6K (+44.4%) 592.2K +188.4K (+46.7%) 0.02% +0.005 pp 0.00% +0.001 pp USD12.91 +3.6% 8 qtrs
57 HARBOR ADVISORS LLC 42.3K +— (+0.0%) 565.4K +8.7K (+1.6%) 0.02% +0.000 pp 0.08% -0.001 pp USD14.78 -9.5% 30 qtrs
58 MARIDEA WEALTH MANAGEMENT LLC 38.7K -137.0 (-0.4%) 518.1K +3.6K (+0.7%) 0.01% 0.000 pp 0.08% -0.002 pp USD12.57 +6.4% 5 qtrs
59 HILLTOP HOLDINGS INC. 36.0K +36.0K (+100.0%) 481.9K +481.9K (+100.0%) 0.01% +0.013 pp 0.03% +0.029 pp USD13.38 +0.0% 1 qtrs NEW
60 MEEDER ADVISORY SERVICES, INC. 35.7K +9.9K (+38.7%) 477.1K +138.3K (+40.8%) 0.01% +0.004 pp 0.02% +0.005 pp USD13.00 +2.9% 6 qtrs
61 FARTHER FINANCE ADVISORS, LLC 35.2K -813.0 (-2.3%) 470.8K -3.5K (-0.7%) 0.01% 0.000 pp 0.01% -0.002 pp USD12.90 +3.7% 13 qtrs
62 INSPIRE INVESTING, LLC 34.9K +380.0 (+1.1%) 467.4K +12.2K (+2.7%) 0.01% +0.000 pp 0.04% -0.002 pp USD12.94 +3.4% 14 qtrs
63 SUMMIT TRAIL ADVISORS, LLC 33.4K -2.2K (-6.3%) 446.5K -22.6K (-4.8%) 0.01% -0.001 pp 0.01% +0.001 pp USD13.18 +1.5% 2 qtrs
64 ADVISOR GROUP HOLDINGS, INC. 33.3K -4.1K (-11.0%) 445.3K -75.4K (-14.5%) 0.01% -0.002 pp 0.00% 0.000 pp USD13.54 -1.2% 24 qtrs
65 MERCER GLOBAL ADVISORS INC /ADV 32.6K +14.0K (+74.7%) 436.7K +190.5K (+77.4%) 0.01% +0.005 pp 0.00% +0.000 pp USD12.91 +3.6% 8 qtrs
66 VICTORY CAPITAL MANAGEMENT INC 32.2K +140.0 (+0.4%) 430.2K +8.4K (+2.0%) 0.01% +0.000 pp 0.00% +0.000 pp USD13.46 -0.6% 15 qtrs
67 CAPROCK GROUP, LLC 31.2K +16.1K (+106.8%) 416.9K +205.1K (+96.8%) 0.01% +0.006 pp 0.01% +0.004 pp USD13.28 +0.8% 2 qtrs
68 QUEST PARTNERS LLC 29.8K +21.4K (+254.3%) 398.6K +287.9K (+259.8%) 0.01% +0.008 pp 0.02% +0.015 pp USD13.17 +1.6% 8 qtrs
69 GREAT WEST LIFE ASSURANCE CO /CAN/ 28.9K +2.5K (+9.4%) 387.0K +39.0K (+11.2%) 0.01% +0.001 pp 0.00% +0.000 pp USD14.61 -8.4% 49 qtrs
70 AVISE FINANCIAL COOPERATIVE, INC. 28.3K +28.3K (+100.0%) 378.4K +378.4K (+100.0%) 0.01% +0.010 pp 0.34% +0.341 pp USD13.38 +0.0% 1 qtrs NEW
71 AMERIPRISE FINANCIAL INC 27.7K +14.5K (+109.7%) 370.5K +196.6K (+113.0%) 0.01% +0.005 pp 0.00% +0.000 pp USD13.18 +1.5% 5 qtrs
72 PRICE T ROWE ASSOCIATES INC /MD/ 27.2K +1.4K (+5.4%) 364.0K +24.0K (+7.1%) 0.01% +0.001 pp 0.00% +0.000 pp USD14.40 -7.1% 73 qtrs
73 PARALLEL ADVISORS, LLC 26.8K +1.2K (+4.6%) 359.1K +21.1K (+6.2%) 0.01% +0.000 pp 0.01% +0.000 pp USD13.35 +0.2% 36 qtrs
74 BARCLAYS PLC 26.7K -10.2K (-27.7%) 357.1K -117.5K (-24.8%) 0.01% -0.004 pp 0.00% +0.000 pp USD14.13 -5.3% 51 qtrs
75 JANUS HENDERSON GROUP PLC 24.8K +— (+0.0%) 332.1K +5.0K (+1.5%) 0.01% +0.000 pp 0.00% +0.000 pp USD14.96 -10.6% 17 qtrs
76 CI PRIVATE WEALTH, LLC 24.3K +5.1K (+26.5%) 325.4K +72.1K (+28.5%) 0.01% +0.002 pp 0.00% +0.000 pp USD12.94 +3.4% 5 qtrs
77 LIGHTHOUSE INVESTMENT PARTNERS, LLC 24.0K +24.0K (+100.0%) 320.9K +320.9K (+100.0%) 0.01% +0.009 pp 0.01% +0.010 pp USD13.38 +0.0% 1 qtrs NEW
78 VANGUARD PERSONALIZED INDEXING MANAGEMENT, LLC 23.8K -874.0 (-3.5%) 318.5K -6.6K (-2.0%) 0.01% 0.000 pp 0.00% 0.000 pp USD12.66 +5.7% 11 qtrs
79 JPMORGAN CHASE & CO 23.4K -3.5K (-13.1%) 313.3K -41.7K (-11.8%) 0.01% -0.001 pp 0.00% +0.000 pp USD14.79 -9.5% 41 qtrs
80 POLICE & FIREMEN'S RETIREMENT SYSTEM OF NEW JERSEY 22.6K +— (+0.0%) 302.8K +4.6K (+1.6%) 0.01% +0.000 pp 0.00% +0.000 pp USD12.65 +5.8% 5 qtrs
81 HB WEALTH MANAGEMENT, LLC 22.3K +4.3K (+23.6%) 298.4K +60.6K (+25.5%) 0.01% +0.002 pp 0.00% +0.000 pp USD12.79 +4.6% 4 qtrs
82 TREASURER OF THE STATE OF NORTH CAROLINA 22.0K -1.6K (-6.8%) 294.0K -16.0K (-5.2%) 0.01% -0.001 pp 0.00% +0.000 pp USD14.75 -9.3% 32 qtrs
83 AMERICAN CENTURY COMPANIES INC 21.0K +21.0K (+100.0%) 281.5K +281.5K (+100.0%) 0.01% +0.008 pp 0.00% +0.000 pp USD13.38 +0.0% 1 qtrs NEW
84 BRINKER CAPITAL INVESTMENTS, LLC 20.8K +1.7K (+8.7%) 278.8K +26.3K (+10.4%) 0.01% +0.001 pp 0.00% +0.000 pp USD12.47 +7.3% 4 qtrs
85 US BANCORP \DE\ 20.4K +1.4K (+7.5%) 272.9K +22.9K (+9.1%) 0.01% +0.001 pp 0.00% +0.000 pp USD13.12 +2.0% 50 qtrs
86 FARMERS TRUST CO 20.0K +— (+0.0%) 267.6K +4.1K (+1.6%) 0.01% +0.000 pp 0.04% -0.002 pp USD12.37 +8.2% 8 qtrs
87 STRATOS WEALTH PARTNERS, LTD. 19.7K +4.2K (+27.4%) 263.0K +59.7K (+29.4%) 0.01% +0.002 pp 0.00% +0.001 pp USD13.22 +1.2% 2 qtrs
88 COVESTOR LTD 19.1K -111.0 (-0.6%) 256.0K +3.0K (+1.2%) 0.01% +0.000 pp 0.13% -0.005 pp USD12.99 +3.0% 17 qtrs
89 RUSSELL INVESTMENTS GROUP, LTD. 19.0K +5.0K (+35.4%) 254.1K +69.3K (+37.5%) 0.01% +0.002 pp 0.00% +0.000 pp USD13.05 +2.5% 37 qtrs
90 SEI INVESTMENTS CO 17.8K +17.8K (+100.0%) 238.6K +238.6K (+100.0%) 0.01% +0.006 pp 0.00% +0.000 pp USD13.38 +0.0% 1 qtrs NEW
91 ETHIC INC. 17.0K +17.0K (+100.0%) 227.1K +227.1K (+100.0%) 0.01% +0.006 pp 0.00% +0.004 pp USD13.38 +0.0% 1 qtrs NEW
92 MARINER, LLC 16.8K +2.7K (+18.8%) 224.8K +38.5K (+20.7%) 0.01% +0.001 pp 0.00% +0.000 pp USD12.72 +5.2% 12 qtrs
93 GABELLI FUNDS LLC 16.0K +— (+0.0%) 214.1K +3.3K (+1.6%) 0.01% +0.000 pp 0.00% +0.000 pp USD15.93 -16.0% 43 qtrs
94 PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 15.8K -599.0 (-3.7%) 211.0K -4.7K (-2.2%) 0.01% 0.000 pp 0.00% +0.000 pp USD12.58 +6.4% 51 qtrs
95 ARIZONA STATE RETIREMENT SYSTEM 15.7K -946.0 (-5.7%) 209.6K -9.3K (-4.2%) 0.01% 0.000 pp 0.00% +0.000 pp USD14.84 -9.8% 24 qtrs
96 GLENMEDE TRUST CO NA 15.1K +15.1K (+100.0%) 201.6K +201.6K (+100.0%) 0.01% +0.005 pp 0.00% +0.001 pp USD13.38 +0.0% 1 qtrs NEW
97 COMMONWEALTH EQUITY SERVICES, LLC 14.9K +3.1K (+25.9%) 198.9K +42.9K (+27.5%) 0.01% +0.001 pp 0.00% +0.000 pp USD12.62 +6.0% 8 qtrs
98 ENVESTNET ASSET MANAGEMENT INC 14.8K +1.4K (+10.6%) 198.3K +21.8K (+12.3%) 0.01% +0.001 pp 0.00% +0.000 pp USD12.48 +7.2% 11 qtrs
99 LPL FINANCIAL LLC 14.5K +597.0 (+4.3%) 193.9K +10.8K (+5.9%) 0.01% +0.000 pp 0.00% +0.000 pp USD15.06 -11.2% 21 qtrs
100 AXQ CAPITAL, LP 14.5K +14.5K (+100.0%) 193.6K +193.6K (+100.0%) 0.01% +0.005 pp 0.04% +0.044 pp USD13.38 +0.0% 1 qtrs NEW
Ownership breakdown by holder

Insider Activity

Insider Activity — Latest Quarter
Ratio by transactions
0.22
Bearish
Ratio by volume
0.59
Neutral
Buys
2
Sells
9
Shares acquired
49.3K
Shares disposed
83.2K
Cash buys
1.00
Cash sales
8.00
Net activity
-33,886
Insider buys vs sells (history) From To
Recent insider transactions From To
Date Person Role Transaction A/D Security Shares Price Value Owned after D/I Filing
2026-03-12 Asher Anthony J Director P-Purchase A Common Stock 5,000 13.37 66.9K 49,314 I
2026-02-20 Stefanski Gavin B Officer S-Sale D Common Stock 7,000 14.97 104.8K 25,766 I
2026-02-17 Stefanski Marc A Director / Officer S-Sale D Common Stock 36,844 15.12 557.1K 71,997 D
2026-02-13 Stefanski Marc A Director / Officer S-Sale D Common Stock 1,000 15.00 15.0K 108,841 D
2026-02-12 Stefanski Marc A Director / Officer S-Sale D Common Stock 7,149 15.03 107.4K 109,848 D
2026-02-11 WEIL MEREDITH S Director / Officer S-Sale D Common Stock 2,089 14.95 31.2K 52,236 D
2026-02-11 Stefanski Marc A Director / Officer S-Sale D Common Stock 7 15.00 105.00 109,841 D
2026-02-03 Anderson Barbara J. Director S-Sale D Common Stock 11,000 14.21 156.3K 6,200 D
2026-01-08 Asher Anthony J Director J-Other A Common Stock 44,314 0.00 44,314 I
2025-12-18 Zbanek Cathy W Officer A-Award A Restricted Stock Units 15,800 0.00 15,800 D
2025-12-18 Williams Ashley H Director A-Award A Restricted Stock Units 7,500 0.00 7,500 D
2025-12-18 Weir Daniel F Director A-Award A Restricted Stock Units 5,000 0.00 5,000 D
2025-12-18 WEIL MEREDITH S Director / Officer A-Award A Restricted Stock Units 16,500 0.00 16,500 D
2025-12-18 Stefanski Marc A Director / Officer A-Award A Restricted Stock Units 40,200 0.00 40,200 D
2025-12-18 Stefanski Gavin B Officer A-Award A Restricted Stock Units 8,600 0.00 8,600 D
2025-12-18 Stefanski Bradley T Officer A-Award A Restricted Stock Units 8,600 0.00 8,600 D
2025-12-18 Rubino Andrew J Officer A-Award A Restricted Stock Units 14,300 0.00 14,300 D
2025-12-18 Ringenbach John Director A-Award A Restricted Stock Units 5,000 0.00 5,000 D
2025-12-18 Ozan Terrence R Director A-Award A Restricted Stock Units 5,000 0.00 5,000 D
2025-12-18 MULLIGAN WILLIAM C Director A-Award A Restricted Stock Units 5,000 0.00 5,000 D
2025-12-18 Fiala Robert A Director A-Award A Restricted Stock Units 5,000 0.00 5,000 D
2025-12-18 Cohen Martin J Director A-Award A Restricted Stock Units 5,000 0.00 5,000 D
2025-12-18 Bauer Terrence L. Director A-Award A Restricted Stock Units 5,000 0.00 5,000 D
2025-12-18 Asher Anthony J Director A-Award A Restricted Stock Units 5,000 0.00 5,000 D
2025-12-18 Anderson Barbara J. Director A-Award A Restricted Stock Units 5,000 0.00 5,000 D
2025-12-16 Mulhern Timothy W Officer 0 0.00 0
2025-12-15 Stefanski Marc A Director / Officer G-Gift A Common Stock 3,500 0.00 28,200 I
2025-12-15 Asher Anthony J Director P-Purchase A Common Stock 1,439 13.89 20.0K 39,114 D
2025-12-12 Williams Ashley H Director S-Sale D Common Stock 7,600 13.66 103.8K 16,510 D
2025-12-12 Asher Anthony J Director G-Gift D Common Stock 5,100 0.00 37,675 D
2025-12-10 Zbanek Cathy W Officer M-Exempt D Restricted Stock Units 4,733 0.00 4,734 D
2025-12-10 Williams Ashley H Director M-Exempt D Restricted Stock Units 7,600 0.00 0 D
2025-12-10 Weir Daniel F Director M-Exempt D Restricted Stock Units 10,000 0.00 20,000 D
2025-12-10 WEIL MEREDITH S Director / Officer M-Exempt A Common Stock 5,533 0.00 82,764 D
2025-12-10 Stefanski Marc A Director / Officer M-Exempt D Performance Restricted Share Units 36,180 0.00 0 D
2025-12-10 Stefanski Gavin B Officer M-Exempt D Restricted Stock Units 1,433 0.00 2,867 D
2025-12-10 Stefanski Bradley T Officer F-InKind D Common Stock 672 13.91 9.3K 48,720 D
2025-12-10 Rubino Andrew J Officer M-Exempt D Restricted Stock Units 2,167 0.00 2,167 D
2025-12-10 Ringenbach John Director M-Exempt A Common Stock 5,100 0.00 34,600 D
2025-12-10 Ozan Terrence R Director M-Exempt A Common Stock 5,100 0.00 91,000 D
2025-12-10 Mulhern Timothy W Officer M-Exempt D Performance Restricted Share Units 8,730 0.00 0 D
2025-12-10 MULLIGAN WILLIAM C Director M-Exempt D Restricted Stock Units 5,100 0.00 0 D
2025-12-10 Fiala Robert A Director M-Exempt D Restricted Stock Units 5,100 0.00 0 D
2025-12-10 Cohen Martin J Director M-Exempt D Restricted Stock Units 5,100 0.00 0 D
2025-12-10 Bauer Terrence L. Director M-Exempt A Common Stock 7,220 0.00 7,220 D
2025-12-10 Asher Anthony J Director M-Exempt D Restricted Stock Units 5,100 0.00 0 D
2025-12-10 Anderson Barbara J. Director M-Exempt D Restricted Stock Units 5,100 0.00 0 D
2025-12-03 Zbanek Cathy W Officer S-Sale D Common Stock 20,000 14.13 282.6K 53,197 D
2025-11-25 Zbanek Cathy W Officer A-Award A Performance Restricted Share Units 12,400 0.00 12,400 D
2025-11-25 WEIL MEREDITH S Director / Officer A-Award A Performance Restricted Share Units 12,700 0.00 12,700 D
2025-11-25 Stefanski Marc A Director / Officer A-Award A Performance Restricted Share Units 20,400 0.00 20,400 D
2025-11-25 Rubino Andrew J Officer A-Award A Performance Restricted Share Units 9,800 0.00 9,800 D
2025-11-25 Mulhern Timothy W Officer A-Award A Performance Restricted Share Units 5,700 0.00 5,700 D
2025-11-24 Rubino Andrew J Officer S-Sale D Common Stock 5,000 14.23 71.2K 19,126 D
2025-11-12 WEIL MEREDITH S Director / Officer S-Sale D Common Stock 15,000 13.85 207.8K 48,527 D
2025-09-11 Weir Daniel F Director S-Sale D Common Stock 3,900 13.37 52.1K 14,941 D
2025-09-02 WEIL MEREDITH S Director / Officer S-Sale D Common Stock 15,000 13.70 205.5K 63,527 D
2025-09-01 Carfagna Michael J Officer Common Stock 0 0.00 7,409 I
2025-08-29 Stefanski Marc A Director / Officer S-Sale D Common Stock 7,200 14.17 102.0K 0 I
2025-08-21 Asher Anthony J Director P-Purchase A Common Stock 37,675 13.26 499.6K 37,675 D
2025-08-15 Anderson Barbara J. Director S-Sale D Common Stock 12,000 13.05 156.6K 2,100 D
2025-05-28 Zbanek Cathy W Officer 0 0.00 0
2025-05-28 WEIL MEREDITH S Director / Officer 0 0.00 0
2025-05-13 Stefanski Gavin B Officer S-Sale D Common Stock 3,505 13.47 47.2K 32,766 I
2025-05-08 Asher Anthony J Director S-Sale D Common Stock 59,507 13.40 797.4K 100 I
2025-05-07 Zbanek Cathy W Officer S-Sale D Common Stock 15,000 13.46 201.9K 73,197 D
2025-05-06 WEIL MEREDITH S Director / Officer S-Sale D Common Stock 15,000 13.48 202.2K 78,527 D
2025-05-06 Stefanski Marc A Director / Officer G-Gift D Common Stock 1,500 0.00 82,729 D
2025-05-05 Rubino Andrew J Officer S-Sale D Common Stock 6,000 13.61 81.7K 24,126 D
2025-03-11 Asher Anthony J Director S-Sale D Common Stock 13,500 12.15 164.0K 59,607 I
2025-03-03 Stefanski Marc A Director / Officer S-Sale D Common Stock 17,555 13.27 233.0K 84,229 D
2025-02-28 Stefanski Marc A Director / Officer S-Sale D Common Stock 35,000 13.12 459.2K 101,784 D
2025-02-28 Asher Anthony J Director G-Gift D Common Stock 3,900 0.00 0 D
2025-02-27 Stefanski Marc A Director / Officer S-Sale D Common Stock 35,000 13.00 455.0K 136,784 D
2025-02-26 Weir Daniel F Director S-Sale D Common Stock 10,000 13.11 131.1K 18,841 D
2025-02-26 Stefanski Marc A Director / Officer S-Sale D Common Stock 22,000 13.13 288.9K 171,784 D
2025-02-25 Stefanski Marc A Director / Officer S-Sale D Common Stock 19,445 13.28 258.2K 193,784 D
2025-02-24 Stefanski Marc A Director / Officer S-Sale D Common Stock 21,000 13.22 277.6K 213,229 D
2025-02-21 Williams Ashley H Director M-Exempt D Restricted Stock Units 5,850 0.00 0 D
2025-02-21 Weir Daniel F Director M-Exempt A Common Stock 3,900 0.00 28,841 D
2025-02-21 Ringenbach John Director M-Exempt D Restricted Stock Units 3,900 0.00 0 D
2025-02-21 Ozan Terrence R Director M-Exempt A Common Stock 3,900 0.00 85,900 D
2025-02-21 MULLIGAN WILLIAM C Director M-Exempt A Common Stock 3,900 0.00 63,800 D
2025-02-21 Fiala Robert A Director M-Exempt D Restricted Stock Units 3,900 0.00 0 D
2025-02-21 Cohen Martin J Director M-Exempt D Restricted Stock Units 3,900 0.00 0 D
2025-02-21 Asher Anthony J Director M-Exempt A Common Stock 3,900 0.00 3,900 D
2025-02-21 Anderson Barbara J. Director M-Exempt D Restricted Stock Units 3,900 0.00 0 D
2025-02-18 WEIL MEREDITH S Director / Officer S-Sale D Common Stock 12,000 13.59 163.1K 93,527 D
2025-02-07 Stefanski Gavin B Officer S-Sale D Common Stock 7,000 13.72 96.0K 36,271 I
2025-02-06 Zbanek Cathy W Officer S-Sale D Common Stock 20,000 13.72 274.4K 88,197 D
2024-12-19 Zbanek Cathy W Officer A-Award A Restricted Stock Units 15,900 0.00 15,900 D
2024-12-19 Williams Ashley H Director A-Award A Restricted Stock Units 7,600 0.00 7,600 D
2024-12-19 Weir Daniel F Director A-Award A Restricted Stock Units 5,100 0.00 5,100 D
2024-12-19 WEIL MEREDITH S Director / Officer A-Award A Restricted Stock Units 16,600 0.00 16,600 D
2024-12-19 Stefanski Marc A Director / Officer A-Award A Restricted Stock Units 40,400 0.00 40,400 D
2024-12-19 Stefanski Gavin B Officer A-Award A Restricted Stock Units 4,300 0.00 4,300 D
2024-12-19 Stefanski Bradley T Officer A-Award A Restricted Stock Units 4,300 0.00 4,300 D
2024-12-19 Rubino Andrew J Officer A-Award A Restricted Stock Units 8,700 0.00 8,700 D
2024-12-19 Ringenbach John Director A-Award A Restricted Stock Units 5,100 0.00 5,100 D
2024-12-19 Ozan Terrence R Director A-Award A Restricted Stock Units 5,100 0.00 5,100 D
2024-12-19 MULLIGAN WILLIAM C Director A-Award A Restricted Stock Units 5,100 0.00 5,100 D
2024-12-19 Fiala Robert A Director A-Award A Restricted Stock Units 5,100 0.00 5,100 D
2024-12-19 Cohen Martin J Director A-Award A Restricted Stock Units 5,100 0.00 5,100 D
2024-12-19 Bauer Terrence L. Director A-Award A Restricted Stock Units 36,100 0.00 36,100 D
2024-12-19 Asher Anthony J Director A-Award A Restricted Stock Units 5,100 0.00 5,100 D
2024-12-19 Anderson Barbara J. Director A-Award A Restricted Stock Units 5,100 0.00 5,100 D
2024-12-13 Stefanski Marc A Director / Officer G-Gift D Common Stock 3,000 0.00 254,229 D
2024-12-11 Stefanski Bradley T Officer 0 0.00 0
2024-12-11 Long Sandra M Officer 0 0.00 0
2024-12-10 Zbanek Cathy W Officer M-Exempt A Common Stock 4,667 0.00 120,347 D
2024-12-10 Weir Daniel F Director M-Exempt D Restricted Stock Units 10,000 0.00 30,000 D
2024-12-10 WEIL MEREDITH S Director / Officer M-Exempt A Common Stock 4,800 0.00 109,506 D
2024-12-10 Stefanski Marc A Director / Officer M-Exempt A Common Stock 9,800 0.00 249,420 D
2024-12-10 Rubino Andrew J Officer M-Exempt D Performance Restricted Share Units 5,510 0.00 0 D
2024-12-10 Mulhern Timothy W Officer F-InKind D Common Stock 7,572 13.65 103.4K 14,413 D
2024-12-10 Anderson Barbara J. Director M-Exempt D Restricted Stock Units 10,000 0.00 20,000 D
2024-11-21 Zbanek Cathy W Officer A-Award A Performance Restricted Share Units 18,990 0.00 18,990 D
2024-11-21 WEIL MEREDITH S Director / Officer A-Award A Performance Restricted Share Units 19,170 0.00 19,170 D
2024-11-21 Stefanski Marc A Director / Officer A-Award A Performance Restricted Share Units 36,180 0.00 36,180 D
2024-11-21 Rubino Andrew J Officer A-Award A Performance Restricted Share Units 8,730 0.00 8,730 D
2024-11-21 Mulhern Timothy W Officer A-Award A Performance Restricted Share Units 8,730 0.00 8,730 D
2024-11-21 Long Sandra M Officer Employee Stock Option (right to buy) 5,000 14.74 73.7K 0 D
2024-11-15 Anderson Barbara J. Director S-Sale D Common Stock 1,500 14.30 21.5K 200 D
2024-10-24 Bauer Terrence L. Director 0 0.00 0
2024-09-24 Weir Daniel F Director P-Purchase A Common Stock 313 13.17 4.1K 14,941 D
2024-09-10 Williams Ashley H Director S-Sale D Common Stock 20,000 12.82 256.4K 37,150
2024-09-10 Stefanski Marc A Director / Officer S-Sale D Common Stock 20,000 12.82 256.4K 37,150
2024-08-20 WEIL MEREDITH S Director / Officer S-Sale D Common Stock 6,500 13.09 85.1K 91,216
2024-08-02 Stefanski Marc A Director / Officer G-Gift D Common Stock 10,000 0.00 243,080
2024-08-02 Stefanski Bradley T Officer G-Gift A Common Stock 10,000 0.00 10,000
2024-06-25 Weir Daniel F Director P-Purchase A Common Stock 323 12.49 4.0K 14,628 D
2024-06-13 WEIL MEREDITH S Director / Officer S-Sale D Common Stock 4,616 12.37 57.1K 97,716
2024-06-12 WEIL MEREDITH S Director / Officer S-Sale D Common Stock 4,087 12.57 51.4K 102,332
2024-06-03 Hand Deborah L Officer I Common Stock 0 0.00 11,424
2024-05-13 Zbanek Cathy W Officer S-Sale D Common Stock 10,000 13.04 130.4K 94,418
2024-05-06 Stefanski Marc A Director / Officer G-Gift D Common Stock 1,500 0.00 241,727
2024-05-06 Stefanski Bradley T Officer S-Sale D Common Stock 3,750 13.22 49.6K 47,959
2024-05-03 Anderson Barbara J. Director S-Sale D Common Stock 13,400 13.14 176.1K 1,700
2024-03-08 Stefanski Bradley T Officer S-Sale D Common Stock 6,269 12.76 80.0K 51,709
2024-03-04 Zbanek Cathy W Officer A-Award A Restricted Stock Units 14,200 0.00 14,200
2024-03-04 WEIL MEREDITH S Director / Officer A-Award A Restricted Stock Units 14,400 0.00 14,400
2024-03-04 Stefanski Marc A Director / Officer A-Award A Restricted Stock Units 40,700 0.00 40,700
2024-03-04 Stefanski Gavin B Officer A-Award A Restricted Stock Units 15,000 0.00 15,000
2024-03-04 Stefanski Bradley T Officer A-Award A Restricted Stock Units 15,000 0.00 15,000
2024-03-04 Rubino Andrew J Officer A-Award A Restricted Stock Units 6,500 0.00 6,500
2024-03-04 Mulhern Timothy W Officer A-Award A Restricted Stock Units 6,500 0.00 6,500
2024-03-04 Miller Susanne N. Officer A-Award A Employee Stock Option (right to buy) 18,000 12.94 232.9K 18,000
2024-02-29 Stefanski Gavin B Officer S-Sale D Common Stock 3,449 12.74 43.9K 43,271
2024-02-22 Williams Ashley H Director A-Award A Restricted Stock Units 5,850 0.00 5,850
2024-02-22 Weir Daniel F Director A-Award A Restricted Stock Units 3,900 0.00 3,900
2024-02-22 Ringenbach John Director A-Award A Restricted Stock Units 3,900 0.00 3,900
2024-02-22 Ozan Terrence R Director A-Award A Restricted Stock Units 3,900 0.00 3,900
2024-02-22 MULLIGAN WILLIAM C Director A-Award A Restricted Stock Units 3,900 0.00 3,900
2024-02-22 Fiala Robert A Director A-Award A Restricted Stock Units 3,900 0.00 3,900
2024-02-22 Cohen Martin J Director A-Award A Restricted Stock Units 3,900 0.00 3,900
2024-02-22 Asher Anthony J Director A-Award A Restricted Stock Units 3,900 0.00 3,900
2024-02-22 Anderson Barbara J. Director A-Award A Restricted Stock Units 3,900 0.00 3,900
2024-02-13 Weir Daniel F Director S-Sale D Common Stock 10,500 12.90 135.5K 14,305
2024-01-11 Weir Daniel F Director S-Sale D Common Stock 15,000 13.82 207.4K 24,805
2024-01-09 Weir Daniel F Director S-Sale D Common Stock 15,000 14.12 211.8K 39,805
2024-01-03 Weir Daniel F Director S-Sale D Common Stock 15,000 14.28 214.2K 54,805
2023-12-27 Weir Daniel F Director S-Sale D Common Stock 15,000 15.21 228.2K 69,805
2023-12-22 Weir Daniel F Director S-Sale D Common Stock 10,000 14.94 149.4K 84,805
2023-12-21 Weir Daniel F Director S-Sale D Common Stock 10,000 14.76 147.6K 94,805
2023-12-19 Weir Daniel F Director S-Sale D Common Stock 20,000 14.90 298.1K 104,805
2023-12-15 Stefanski Marc A Director / Officer J-Other A Common Stock 17,650 0.00 57,150
2023-12-13 Asher Anthony J Director G-Gift D Common Stock 5,100 0.00 0
2023-12-12 Williams Ashley H Director G-Gift A Common Stock 10,000 0.00 40,000
2023-12-12 Stefanski Marc A Director / Officer G-Gift A Common Stock 3,700 0.00 18,700
2023-12-12 Fiala Robert A Director M-Exempt A Common Stock 5,100 0.00 66,900
2023-12-10 Williams Ashley H Director M-Exempt A Common Stock 10,000 0.00 51,610
2023-12-10 Weir Daniel F Director M-Exempt A Common Stock 10,000 0.00 124,805
2023-12-10 Ringenbach John Director M-Exempt A Common Stock 5,100 0.00 25,600
2023-12-10 Ozan Terrence R Director M-Exempt A Common Stock 5,100 0.00 82,000
2023-12-10 MULLIGAN WILLIAM C Director M-Exempt A Common Stock 5,100 0.00 59,900
2023-12-10 Fiala Robert A Director M-Exempt D Restricted Stock Units 5,100 0.00 0
2023-12-10 Cohen Martin J Director M-Exempt A Common Stock 5,100 0.00 33,500
2023-12-10 Asher Anthony J Director M-Exempt A Common Stock 5,100 0.00 5,100
2023-12-10 Anderson Barbara J. Director M-Exempt D Restricted Stock Units 5,100 0.00 0
2023-12-08 Zbanek Cathy W Officer M-Exempt D Restricted Stock Units 3,134 0.00 0
2023-12-08 WEIL MEREDITH S Director / Officer M-Exempt A Common Stock 15,050 13.45 202.4K 114,617
2023-12-08 Stefanski Marc A Director / Officer M-Exempt D Restricted Stock Units 10,767 0.00 0
2023-12-08 Stefanski Gavin B Officer M-Exempt D Restricted Stock Units 10,000 0.00 0
2023-12-08 Stefanski Bradley T Officer M-Exempt D Restricted Stock Units 10,000 0.00 0
2023-12-08 Rubino Andrew J Officer M-Exempt A Common Stock 15,000 13.45 201.8K 28,874
2023-12-08 Mulhern Timothy W Officer M-Exempt A Common Stock 1,267 13.45 17.0K 13,148
2023-12-08 Miller Susanne N. Officer M-Exempt A Common Stock 12,000 13.45 161.4K 22,999
2023-12-08 Holmes Russell C. Officer M-Exempt A Common Stock 12,000 13.45 161.4K 21,482
2023-12-08 Danckers Kathleen M. Officer M-Exempt A Common Stock 11,000 13.45 148.0K 32,751
2023-12-04 WEIL MEREDITH S Director / Officer S-Sale D Common Stock 15,883 13.28 210.9K 0
2023-11-29 Williams Ashley H Director S-Sale D Common Stock 9,000 13.56 122.0K 33,960
2023-11-21 Zbanek Cathy W Officer A-Award A Performance Restricted Share Units 13,395 0.00 13,395
2023-11-21 WEIL MEREDITH S Director / Officer A-Award A Performance Restricted Share Units 13,490 0.00 13,490
2023-11-21 Stefanski Marc A Director / Officer A-Award A Performance Restricted Share Units 12,540 0.00 12,540
2023-11-21 Rubino Andrew J Officer A-Award A Performance Restricted Share Units 5,510 0.00 5,510
2023-11-21 Mulhern Timothy W Officer A-Award A Performance Restricted Share Units 5,510 0.00 5,510
2023-08-31 Stefanski Gavin B Officer S-Sale D Common Stock 5,000 13.59 68.0K 39,755
2023-08-24 Stefanski Gavin B Officer S-Sale D Common Stock 5,000 13.73 68.7K 39,755
2023-08-21 Stefanski Marc A Director / Officer M-Exempt A Common Stock 188,213 11.64 2.19M 434,641
2023-08-14 Stefanski Marc A Director / Officer F-InKind D Common Stock 2,132 14.95 31.9K 246,728

Executive team

Top executives
EBIT / Employee
124.8K
Shares Outstanding
280.57M

Executive compensation

Executive compensation (annual)
# Year Executive Salary Bonus Stock award Option award Incentive Other Total % Stock-
based
Filing
1 2014 Marc A. Stefanski, President and Chief Executive Officer 1.08M 484.2K 972.7K 1.61M 227.3K 4.43M 32.92%
2 2014 Meredith S. Weil, Chief Operating Officer 450.0K 48.9K 97.4K 535.1K 52.3K 1.19M 12.30%
3 2014 David S. Huffman, Chief Financial Officer and Secretary 400.0K 48.9K 97.4K 475.5K 53.5K 1.09M 13.37%
4 2014 Cathy W. Zbanek, Chief Marketing Human Resources Officer 319.8K 100.0K 48.9K 97.4K 416.2K 24.2K 1.01M 14.52%
5 2014 Terence C. Paulett, Chief Risk Officer 320.0K 48.9K 97.4K 416.2K 14.0K 901.7K 16.23%
6 2013 Marc A. Stefanski, President and Chief Executive Officer 1.08M 879.8K 1.10M 1.74M 130.2K 4.98M 39.80%
7 2013 Meredith S. Weil, Chief Operating Officer 450.0K 54.7K 110.2K 544.7K 24.9K 1.19M 13.86%
8 2013 Ralph M. Betters, Chief Information Officer 372.3K 54.7K 100.1K 449.8K 66.1K 1.13M 13.65%
9 2013 David S. Huffman, Chief Financial Officer and Secretary 400.0K 54.7K 110.2K 484.9K 38.0K 1.10M 14.94%
10 2013 Terence C. Paulett, Chief Risk Officer 218.4K 151.0K 54.7K 110.2K 291.7K 21.4K 853.0K 19.33%
11 2013 Cathy W. Zbanek, Chief Marketing Human Resources Officer 208.6K 251.0K 23.5K 484.8K 0.00%
12 2012 Marc A. Stefanski, President and Chief Executive Officer 1.08M 475.3K 952.1K 610.3K 133.3K 3.44M 41.48%
13 2012 Marianne Piterans, Director of Human Resources 392.6K 47.4K 100.0K 177.4K 32.4K 890.9K 16.54%
14 2012 Ralph M. Betters, Chief Information Officer 372.3K 47.4K 100.0K 168.3K 55.5K 888.1K 16.59%
15 2012 David S. Huffman, Chief Financial Officer and Secretary 388.8K 47.4K 95.2K 180.8K 28.7K 875.5K 16.28%
16 2012 Meredith S. Weil, Chief Operating Officer 360.4K 250.0K 47.4K 95.2K 13.9K 868.0K 16.42%
17 2012 Terence C. Paulett, Chief Risk Officer 213.0K 91.0K 14.0K 341.2K 0.00%
18 2011 Marc A. Stefanski, President and Chief Executive Officer 1.08M 574.7K 100.1K 1.88M 0.00%
19 2011 John P. Ringenbach, Chief Operating Officer 463.2K 197.8K 68.9K 821.9K 0.00%
20 2011 Marianne Piterans, Director of Human Resources 392.6K 167.8K 27.4K 675.8K 0.00%
21 2011 Ralph M. Betters, Chief Information Officer 372.3K 159.0K 48.5K 663.6K 0.00%
22 2011 David S. Huffman, Chief Financial Officer and Secretary 358.5K 152.7K 23.8K 616.6K 0.00%
23 2011 Terence C. Paulett, Chief Risk Officer 160.9K 20.0K 172.2K 108.4K 11.3K 540.9K 51.88%
24 2010 Marc A. Stefanski, President and Chief Executive Officer 1.08M 499.8K 999.9K 338.7K 180.1K 3.24M 46.22%
25 2010 John P. Ringenbach, Chief Operating Officer 463.2K 499.8K 116.6K 114.4K 1.30M 38.50%
26 2010 Ralph M. Betters, Chief Information Officer 372.3K 50.4K 99.8K 93.7K 75.3K 789.7K 19.02%
27 2010 Marianne Piterans, Director of Human Resources 392.6K 50.4K 99.8K 98.9K 36.4K 777.8K 19.32%
28 2010 David S. Huffman, Chief Financial Officer and Secretary 358.5K 50.4K 99.8K 90.0K 29.0K 721.1K 20.83%
29 2010 David S. Huffman, Chief Financial Officer 358.5K 50.4K 99.8K 90.0K 29.0K 721.1K 20.83%
30 2009 Marc A. Stefanski, President and Chief Executive Officer 1.08M 149.0K 399.5K 710.1K 443.2K 250.9K 3.11M 35.70%
31 2009 John P. Ringenbach, Chief Operating Officer 463.2K 47.9K 50.2K 88.9K 142.4K 142.6K 993.2K 14.01%
32 2009 Ralph M. Betters, Chief Information Officer 372.3K 38.5K 50.2K 88.9K 114.5K 98.2K 812.4K 17.12%
33 2009 Marianne Piterans, Director of Human Resources 392.6K 40.7K 50.2K 88.9K 121.0K 60.1K 808.9K 17.20%
34 2009 David S. Huffman, Chief Financial Officer 358.5K 36.9K 50.2K 88.9K 109.9K 50.7K 747.4K 18.61%
35 2009 David S. Huffman, Chief Financial Officer and Secretary 358.5K 36.9K 50.2K 88.9K 109.9K 50.7K 747.4K 18.61%
36 2008 Marc A. Stefanski, President and Chief Executive Officer 900.0K 900.0K 8.24M 8.02M 426.3K 18.60M 87.42%
37 2008 Marc A. Stefanski, President and Chief Executive Officer 900.0K 900.0K 179.1K 191.0K 426.3K 2.71M 13.66%
38 2008 John P. Ringenbach, Chief Operating Officer 368.0K 368.0K 412.1K 401.0K 187.1K 1.82M 44.78%
39 2008 Marianne Piterans, Director of Human Resources 306.6K 306.6K 412.1K 401.0K 92.6K 1.59M 50.99%
40 2008 Ralph M. Betters, Chief Information Officer 288.9K 288.9K 412.1K 401.0K 124.4K 1.59M 51.22%
41 2008 David S. Huffman, Chief Financial Officer 277.0K 277.0K 412.1K 401.0K 78.7K 1.52M 53.62%
42 2008 John P. Ringenbach, Chief Operating Officer 368.0K 368.0K 22.9K 22.3K 187.1K 1.05M 4.31%
43 2008 Ralph M. Betters, Chief Information Officer 288.9K 288.9K 13.7K 13.4K 124.4K 801.6K 3.38%
44 2008 Marianne Piterans, Director of Human Resources 306.6K 306.6K 9.1K 9.5K 92.6K 800.3K 2.32%
45 2008 David S. Huffman, Chief Financial Officer 277.0K 277.0K 11.8K 11.5K 78.7K 726.4K 3.20%
46 2007 Marc A. Stefanski, President and Chief Executive Officer 900.0K 900.0K 454.0K 2.38M 0.00%
47 2007 Marc A. Stefanski, President and Chief Executive Officer 900.0K 900.0K 454.0K 2.38M 0.00%
48 2007 Marc A. Stefanski, President and Chief Executive Officer 900.0K 900.0K 454.0K 2.38M 0.00%
49 2007 John P. Ringenbach, Chief Operating Officer 368.0K 368.0K 188.3K 1.01M 0.00%
50 2007 John P. Ringenbach, Chief Operating Officer 368.0K 368.0K 188.3K 1.01M 0.00%
51 2007 Marianne Piterans, Director of Human Resources 306.6K 306.6K 93.1K 790.3K 0.00%
52 2007 Marianne Piterans, Director of Human Resources 306.6K 306.6K 93.1K 790.3K 0.00%
53 2007 Marianne Piterans, Director of Human Resources 306.6K 306.6K 93.1K 790.3K 0.00%
54 2007 Ralph M. Betters, Chief Information Officer 288.9K 288.9K 127.5K 786.9K 0.00%
55 2007 Ralph M. Betters, Chief Information Officer 288.9K 288.9K 127.5K 786.9K 0.00%
56 2007 David S. Huffman, Chief Financial Officer 277.0K 277.0K 79.9K 711.1K 0.00%
57 2007 David S. Huffman, Chief Financial Officer 277.0K 277.0K 79.9K 711.1K 0.00%
CEO compensation breakdown

Proxy statements

Proxy statements (DEF 14A)
Filing date Form type Filing
2026-01-14 DEFA14A
2026-01-14 DEF 14A

Recent SEC filings

Recent SEC filings
Filing date Form type Filing
2026-05-07 10-Q
2026-05-06 4
2026-05-05 4
2026-04-30 8-K
2026-04-02 8-K
2026-03-13 4
2026-02-26 8-K
2026-02-26 8-K
2026-02-23 4
2026-02-18 4

Executive team

NameTitleCompensationGender
Marc A. Stefanski Chairman, President & Chief Executive Officer 4M male
Meredith S. Weil Chief Financial Officer, Corporate Secretary, Treasurer & Director 1M female
Cathy W. Zbanek Vice President & Chief Synergy Officer of Third Federal Savings and Loan Association of Cleveland 1M female
Andrew James Rubino VP & COO 866.4K male
Bradley T. Stefanski VP & Chief Strategy Officer of Third Federal Savings and Loan 794.6K male
Timothy W. Mulhern Vice President & Chief Innovation Officer of Third Federal Savings and Loan Association of Cleveland 753.7K male
Gavin Stefanski Chief Experience Officer of Third Federal Savings and Loan male
Deborah Hand Chief Risk Officer female
Sandra Long Chief Consumer Banking Officer of Third Federal Savings and Loan Association of Cleveland female
Susanne Noel Miller Chief Accounting Officer female
ESG Rating
B
BANKS - REGIONAL
2017
E (Environmental)
71.4 / 64.3
Company / Sector avg.
S (Social)
68.8 / 76.5
Company / Sector avg.
G (Governance)
69.3 / 75.5
Company / Sector avg.
ESG Total
69.8 / 72.1
Company / Sector avg.
ESG Score History BANKS - REGIONAL
Benchmark vs Sector
Senate Trading Activity

No Senate trading activity found for this company.

House Trading Activity

No House trading activity found for this company.

Market share among peers
Peer comparison — filtered group (TTM)
Your opinion

Share your view on this stock and instantly see how the community has voted over the last 6 months.

These are community opinions and do not constitute buy or sell advice to act on. The results shown are based on aggregated opinions and are not an investment recommendation, nor do they intend to influence any investment decision.

Dividend yield history

Dividend history

Earnings history

Earnings reports

Stock splits