| Type | Sym | Class | Transaction | Value $ | Shares | Change % | * Price $ | Shares After | Date | Ownership | Footnotes |
|---|---|---|---|---|---|---|---|---|---|---|---|
| transaction | BFH | Common Stock | Award | +19.4K | +20.09% | 116K | Feb 15, 2024 | Direct | F1 | ||
| transaction | BFH | Common Stock | Award | +29.2K | +25.1% | 145K | Feb 15, 2024 | Direct | F2 | ||
| transaction | BFH | Common Stock | Tax liability | -$35.3K | -938 | -0.65% | $37.59 | 144K | Feb 15, 2024 | Direct | F3 |
| transaction | BFH | Common Stock | Award | +3.1K | +2.15% | 148K | Feb 16, 2024 | Direct | F4 | ||
| transaction | BFH | Common Stock | Tax liability | -$306K | -8.2K | -5.56% | $37.34 | 139K | Feb 16, 2024 | Direct | F3, F5 |
| Id | Content |
|---|---|
| F1 | The new grant is for 19,444 shares of common stock represented by time-based restricted stock units (RSUs). These time-based RSUs will vest over a three-year period, with 6,416 units vesting on 2/18/25, 6,417 units vesting on 2/17/26 and 6,611 units vesting on 2/16/27, subject to continued employment (subject to certain limited exceptions) by the Reporting Person on the vesting dates. |
| F2 | The new grant is for 29,166 shares of common stock represented by performance-based RSUs, which may be adjusted up or down at the time the performance targets are measured at the end of the three-year performance period. These performance-based RSUs may vest on 2/16/27 contingent on meeting predetermined performance measures and subject to continued employment (subject to certain limited exceptions) by the Reporting Person on the vesting date. |
| F3 | Shares withheld by the Company to satisfy the Reporting Person's tax withholding obligation upon the vesting of restricted stock units. |
| F4 | Based on an annual return on equity (ROE) performance metric goal for each of 2021, 2022 and 2023, as modified by a relative total stockholder return (rTSR) metric at the conclusion of the three-year period ended December 31, 2023, 130% of the original award of 10,340 performance-based restricted stock units granted 2/16/21 were earned, resulting in an additional 3,102 units, for a total of 13,442 units. |
| F5 | The total number of securities beneficially owned includes: (a) 36,247 unrestricted shares; (b) 2,273 unvested units from an award of 6,685 time-based restricted stock units granted 2/15/22; (c) 10,027 unvested performance-based restricted stock units granted 2/15/22; (d) 16,873 unvested time-based restricted stock units granted 3/24/23; (e) 25,310 unvested performance-based restricted stock units granted 3/24/23; (f) the new grant for 19,444 time-based restricted stock units; and (g) the new grant for 29,166 performance-based restricted stock units. |