Independent
Tenure on this board
19.5 yrs
Meeting calendar
TFSL · Annual meeting · Thursday, February 26, 2026
Tfs Financial Corp
4 nominees · 3 ballot items.
Election of four directors; advisory (non-binding) vote to approve named executive officer compensation; ratification of Deloitte & Touche LLP as independent auditor.
Market cap
$5.2B
1Y TSR
+44.2%
Board grade
C-
Record date
Dec 29, 2025
Filing
DEF 14A
Meeting concluded · Feb 26, 2026
Follow how the vote landed and what changed on Tfs Financial Corp’s board — director track records, governance grades, and ongoing monitoring — on the Boardroom Alpha platform.
Proposals
On the ballot3
- 1
Election of Directors
ManagementBoard: FORElect four directors (William C. Mulligan, Terrence R. Ozan, Marc A. Stefanski, and Daniel F. Weir) each for a three-year term until 2029.
- 2
Advisory Vote on Executive Compensation
ManagementBoard: FORNon-binding advisory vote to approve the compensation of the Company’s named executive officers as disclosed in the proxy statement.
More detail
This advisory (non-binding) proposal asks stockholders to approve, on a non-binding basis, the compensation of the named executive officers as disclosed in the proxy statement. Management is seeking approval to validate the Board’s compensation policies and to inform future compensation decisions; the Board asserts that the pay program aligns pay with performance through cash bonuses tied to adjusted net income and equity awards that tie to long-term performance, and indicates governance features like clawbacks and risk assessments. While the vote is advisory and not binding, the Board will consider the results when setting future compensation. Context: the company is a controlled company with TFS, MHC holding ~80.9% of voting power, which makes stockholder influence limited; in 2025 the prior advisory vote received ~92% support. The Board recommends a FOR vote, citing alignment with corporate performance metrics, clawback policies, and long-term incentive structures intended to promote retention and shareholder value.
- 3
Ratification of the Selection of Deloitte & Touche LLP as the Company's Independent Accountant
ManagementBoard: FORRatify Deloitte & Touche LLP as the Company’s independent registered public accounting firm for the fiscal year ending September 30, 2026.
Director elections
Nominees on the ballot4
Independent
Tenure on this board
15.3 yrs
Not independent
Tenure on this board
39.5 yrs
Independent
Tenure on this board
4.0 yrs
Ownership
Latest 13F quarterTop institutional holders10
| # | Owner | % of shares | Shares | Value |
|---|---|---|---|---|
| 1 | LAKEWOOD CAPITAL MANAGEMENT, LP | 1.0% | 2,835,382 | $40M |
| 2 | DIMENSIONAL FUND ADVISORS LP | 1.0% | 2,722,060 | $38M |
| 3 | RENAISSANCE TECHNOLOGIES LLC | 0.9% | 2,549,491 | $36M |
| 4 | STATE STREET CORP | 0.8% | 2,362,081 | $33M |
| 5 | VANGUARD CAPITAL MANAGEMENT LLC | 0.8% | 2,355,001 | $33M |
| 6 | MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.8% | 2,316,081 | $33M |
| 7 | VANGUARD PORTFOLIO MANAGEMENT LLC | 0.8% | 2,287,389 | $32M |
| 8 | Bank of New York Mellon Corp | 0.6% | 1,798,388 | $25M |
| 9 | BlackRock, Inc. | 0.5% | 1,517,780 | $21M |
| 10 | CRAMER ROSENTHAL MCGLYNN LLC | 0.4% | 1,177,638 | $17M |
Peers
Nearest market capOther Financial Services sector meetings6
Upcoming shareholder meetings at Tfs Financial Corp’s closest sector peers — compare boards, ballots, and ownership across the cohort.
Blackstone Secured Lending FundBXSL
Annual meeting·Sep 24, 2026·$5.6B
Corvel CorpCRVL
Annual meeting·Aug 6, 2026·$3.2B
Hilltop Holdings IncHTH
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Capital Southwest CorpCSWC
Annual meeting·Jul 22, 2026·$1.5B
Gladstone Investment CorporationGAIN
Annual meeting·Aug 6, 2026·$671M
Greenlight Capital Re LtdGLRE
Annual meeting·Jul 28, 2026·$557M
Reference
Frequently asked questions
- When is the Tfs Financial Corp 2026 annual meeting?
- Tfs Financial Corp (TFSL) holds its 2026 annual shareholder meeting on Thursday, February 26, 2026.
- What is the record date for the Tfs Financial Corp 2026 meeting?
- The record date for the Tfs Financial Corp 2026 meeting is Monday, December 29, 2025. Shareholders of record on or before that date are eligible to vote.
- Who are the director nominees for Tfs Financial Corp's 2026 meeting?
- The board is presenting 4 director nominees at the Tfs Financial Corp 2026 meeting, listed with their independence status and background.
- What proposals will shareholders vote on at the Tfs Financial Corp 2026 meeting?
- Shareholders will vote on 3 proposals at the Tfs Financial Corp 2026 meeting, each tagged with who proposed it and the board's recommendation.
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