TFS Financial Ownership

Who are the major shareholders and have insiders been buying or selling?

Recent Insider Transactions

DB:PWT Recent Insider Transactions by Companies or Individuals
Date	Value	Name	Entity	Shares	Max Price
15 Nov 24	Sell€20,332	Barbara Anderson	Individual	1,500	€13.55
24 Sep 24	Buy€12,312	Daniel Weir	Individual	1,059	€11.81
10 Sep 24	Sell€232,580	Ashley Williams	Individual	20,000	€11.63
10 Sep 24	Sell€232,580	Marc Stefanski	Individual	20,000	€11.63
20 Aug 24	Sell€76,636	Meredith Weil	Individual	6,500	€11.79
02 Aug 24	Sell€187,828	Marc Stefanski	Individual	16,000	€11.74
13 Jun 24	Sell€100,772	Meredith Weil	Individual	8,703	€11.68
13 May 24	Sell€120,816	Cathy Zbanek	Individual	10,000	€12.08
06 May 24	Sell€46,011	Bradley Stefanski	Individual	3,750	€12.27
03 May 24	Sell€163,451	Barbara Anderson	Individual	13,400	€12.20
08 Mar 24	Sell€73,081	Bradley Stefanski	Individual	6,269	€11.66
29 Feb 24	Sell€40,637	Benjamin Gavin	Individual	3,449	€11.78
13 Feb 24	Sell€126,379	Daniel Weir	Individual	10,500	€12.04
11 Jan 24	Sell€189,399	Daniel Weir	Individual	15,000	€12.63
09 Jan 24	Sell€193,811	Daniel Weir	Individual	15,000	€12.92
03 Jan 24	Sell€196,223	Daniel Weir	Individual	15,000	€13.08
27 Dec 23	Sell€205,169	Daniel Weir	Individual	15,000	€13.68

Insider Trading Volume

Insider Buying: PWT insiders have only sold shares in the past 3 months.

Ownership Breakdown

What is the ownership structure of PWT?
Owner Type	Number of Shares	Ownership Percentage
State or Government	22,079	0.00793%
Individual Insiders	1,662,508	0.597%
General Public	22,264,507	8%
Institutions	27,367,597	9.83%
Private Companies	227,119,132	81.6%

Dilution of Shares: Shareholders have not been meaningfully diluted in the past year.

Top Shareholders

Top 25 shareholders own 90.31% of the company

Ownership	Name	Shares	Current Value	Change %	Portfolio %
81.6%	Third Federal Savings and Loan Association of Cleveland, MHC	227,119,132	€2.8b	0%	no data
1.87%	The Vanguard Group, Inc.	5,203,645	€63.7m	-0.07%	no data
1.14%	Renaissance Technologies LLC	3,174,256	€38.9m	-3.41%	0.06%
1.14%	BlackRock, Inc.	3,172,335	€38.9m	0.45%	no data
0.9%	Dimensional Fund Advisors LP	2,516,565	€30.8m	1.6%	no data
0.61%	BNY Asset Management	1,704,004	€20.9m	2.87%	no data
0.45%	Cramer Rosenthal McGlynn LLC	1,243,436	€15.2m	-13%	0.88%
0.44%	State Street Global Advisors, Inc.	1,225,419	€15.0m	-5.96%	no data
0.39%	Geode Capital Management, LLC	1,081,201	€13.2m	2.15%	no data
0.32%	Mirae Asset Global Investments Co., Ltd.	884,564	€10.8m	-0.67%	0.01%
0.18%	Marc Stefanski	505,773	€6.2m	2.08%	no data
0.18%	Brandywine Global Investment Management, LLC	501,521	€6.1m	1.22%	0.04%
0.14%	Citadel Advisors LLC	382,678	€4.7m	-41.1%	0.01%
0.12%	FJ Capital Management, LLC	328,573	€4.0m	0%	0.41%
0.11%	Charles Schwab Investment Management, Inc.	316,738	€3.9m	-27.7%	no data
0.1%	Northern Trust Global Investments	284,393	€3.5m	-3.5%	no data
0.096%	Managed Account Advisors LLC	267,803	€3.3m	36.6%	no data
0.088%	Eaton Vance Management	244,245	€3.0m	2.98%	no data
0.087%	Clearstead Advisors, LLC	242,546	€3.0m	0.14%	0.05%
0.076%	UBS Asset Management AG	212,088	€2.6m	-6.72%	no data
0.065%	Teachers Insurance and Annuity Association-College Retirement Equities Fund	182,152	€2.2m	0%	no data
0.063%	Morgan Stanley, Investment Banking and Brokerage Investments	176,179	€2.2m	3.09%	no data
0.061%	First Trust Advisors LP	169,826	€2.1m	72.7%	no data
0.059%	Pathstone Family Office, LLC	163,308	€2.0m	34.5%	0.01%
0.053%	Norges Bank Investment Management	148,256	€1.8m	0%	no data

Company Analysis and Financial Data Status

Data	Last Updated (UTC time)
Company Analysis	2024/12/26 12:40
End of Day Share Price	2024/12/23 00:00
Earnings	2024/09/30
Annual Earnings	2024/09/30

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

Package	Data	Timeframe	Example US Source ^*
Company Financials	10 years	Income statement Cash flow statement Balance sheet	SEC Form 10-K SEC Form 10-Q
Analyst Consensus Estimates	+3 years	Forecast financials Analyst price targets	Analyst Research Reports Blue Matrix
Market Prices	30 years	Stock prices Dividends, Splits and Actions	ICE Market Data SEC Form S-1
Ownership	10 years	Top shareholders Insider trading	SEC Form 4 SEC Form 13D
Management	10 years	Leadership team Board of directors	SEC Form 10-K SEC Form DEF 14A
Key Developments	10 years	Company announcements	SEC Form 8-K

^* example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more here.

Analysis Model and Snowflake

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Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on .

Analyst Sources

TFS Financial Corporation is covered by 9 analysts. 2 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

Analyst	Institution
Richard Weiss	Boenning & Scattergood, Inc.
Paul Miller	FBR Capital Markets & Co.
Damon DelMonte	Keefe, Bruyette, & Woods