Form 4 for BFH BREAD FINANCIAL HOLDINGS, INC.
Accepted 2025-02-20 00:00:00 ET · period of report 2025-02-18 · accession 0001101215-25-000043 · SEC index · Original document
Summary rows
Aggregated the way they appear in lists: one row per insider, transaction code and security table.
| X | Filed | Traded | Ticker | Insider | Title | Type | Price | Qty | Owned | ΔOwn | Value |
|---|---|---|---|---|---|---|---|---|---|---|---|
| M | 2025-02-20 | 2025-02-18 | BFH | Beberman Perry S | EVP, CFO | A - Grant | — | +31.8K | 152.0K | +26% | — |
| 2025-02-20 | 2025-02-18 | BFH | Beberman Perry S | EVP, CFO | F - Tax | $62.10 | -17.2K | 134.7K | -11% | -$1.07M |
Purchase Sale Sale after option exercise All abbreviations
Every reported transaction
| # | Table | Security | Date | Code | A/D | Shares | Price | Owned after | Own | Exercise / expiry | Underlying | Footnotes |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | Common | Common Stock | 2025-02-18 | A | A | 17,482 | — | 149,291 | D | — | — | (F2) The new grant is for 17,482 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 2/18/28 contingent on meeting predetermined performance measures and subject to continued employment (subject to certain limited exceptions) by the Reporting Person on the vesting date. |
| 2 | Common | Common Stock | 2025-02-18 | A | A | 11,655 | — | 131,809 | D | — | — | (F1) The new grant is for 11,655 shares of common stock represented by time-based restricted stock units (RSUs). These time-based RSUs will vest over a three-year period, with 3,846 units vesting on each of 2/18/26 and 2/18/27 and 3,963 units vesting on 2/18/28, subject to continued employment (subject to certain limited exceptions) by the Reporting Person on the vesting dates. |
| 3 | Common | Common Stock | 2025-02-18 | F | D | 17,245 | $62.10 | 134,721 | D | — | — | (F5) The total number of securities beneficially owned includes: (a) 32,343 unrestricted shares; (b) 5,737 unvested units from an award of 16,873 time-based restricted stock units granted 3/24/23; (c) 25,310 unvested performance-based restricted stock units granted 3/24/23; (d) 13,028 unvested units from an award of 19,444 time-based restricted stock units granted 2/15/24; (e) 29,166 unvested performance-based restricted stock units granted 2/15/24; (f) the new grant for 11,655 time-based restricted stock units; and (g) the new grant for 17,482 performance-based restricted stock units. |
| 4 | Common | Common Stock | 2025-02-18 | A | A | 2,675 | — | 151,966 | D | — | — | (F3) Based on an annual return on equity (ROE) performance metric goal for each of 2022, 2023 and 2024, at the conclusion of the three-year period ended December 31, 2024, 120.2% of the original award of 13,239 performance-based restricted stock units granted 2/15/22 were earned, resulting in an additional 2,675 units, for a total of 15,914 units. |