| Type | Sym | Class | Transaction | Value $ | Shares | Change % | * Price $ | Shares After | Date | Ownership | Footnotes |
|---|---|---|---|---|---|---|---|---|---|---|---|
| transaction | BFH | Common Stock | Award | +67.4K | +20.55% | 396K | Feb 15, 2024 | Direct | F1 | ||
| transaction | BFH | Common Stock | Award | +101K | +25.57% | 497K | Feb 15, 2024 | Direct | F2 | ||
| transaction | BFH | Common Stock | Tax liability | -$150K | -4K | -0.81% | $37.59 | 493K | Feb 15, 2024 | Direct | F3 |
| transaction | BFH | Common Stock | Award | +11.8K | +2.4% | 505K | Feb 16, 2024 | Direct | F4 | ||
| transaction | BFH | Common Stock | Tax liability | -$1.25M | -33.4K | -6.62% | $37.34 | 471K | Feb 16, 2024 | Direct | F3, F5 |
| Id | Content |
|---|---|
| F1 | The new grant is for 67,435 shares of common stock represented by time-based restricted stock units (RSUs). These time-based RSUs will vest over a three-year period, with 22,253 units vesting on 2/18/25, 22,254 units vesting on 2/17/26 and 22,928 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 101,153 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 39,476 performance-based restricted stock units granted 2/16/21 were earned, resulting in an additional 11,843 units, for a total of 51,319 units. |
| F5 | The total number of securities beneficially owned included: (a) 107,891 unrestricted shares; (b) 9,091 unvested units from an award of 26,737 time-based restricted stock units granted 2/15/22; (c) 40,105 unvested performance-based restricted stock units granted 2/15/22; (d) 58,211 unvested time-based restricted stock units granted 3/24/23; (e) 87,319 unvested performance-based restricted stock units granted 3/24/23; (f) the new grant for 67,435 time-based restricted stock units; and (g) the new grant for 101,153 performance-based restricted stock units. |