FinObservatory

SEC filings / CIK 1015780

E TRADE FINANCIAL CORP

Savings institution, federally chartered, VA. 9 10-K filer-years in this dataset, the most recent for FY2019, filed Feb 19, 2020. Every figure below is as filed by the company and untouched: FinObservatory has not restated, rescaled or corrected anything, and a blank is a fact the filing does not tag, not a zero.

This is the SEC holding company, identified by its Central Index Key. It is not the insured bank subsidiary that appears in /banks and /deposits, which are FDIC call-report entities on a different consolidation. Nothing here should be compared line for line with those.

Held-to-maturity gap against reported equity

The fair value of the held-to-maturity book minus its carrying amount, divided by the stockholders’ equity the same filing reports. Years marked n/a are years in which the filing does not tag one of the three.

-202468FY2010: HTM fair value less carrying amount, -1.0% of reported stockholders’ equityFY2011: HTM fair value less carrying amount, +4.1% of reported stockholders’ equityFY2012: HTM fair value less carrying amount, +7.6% of reported stockholders’ equityFY2013: HTM fair value less carrying amount, -1.8% of reported stockholders’ equityFY2014: HTM fair value less carrying amount, +4.2% of reported stockholders’ equityFY2015: HTM fair value less carrying amount, +1.9% of reported stockholders’ equityFY2016: HTM fair value less carrying amount, -0.6% of reported stockholders’ equityFY2017: HTM fair value less carrying amount, -1.7% of reported stockholders’ equityFY2019: HTM fair value less carrying amount, +4.2% of reported stockholders’ equity101112131415161719Fiscal year of the 10-K% of reported stockholders’ equity

The gap is computable for 9 of this company’s 9 filings.

Source: SEC Financial Statement Data Sets, US Securities and Exchange Commission, Division of Economic and Risk Analysis. Facts as filed: uncleaned, unrestated, not audited by FinObservatory. Selection: consolidated USD balance-sheet instants at each filing's own period end, from this company's 10-K submissions with prevrpt = 0. Methodology

Filing history, as filed

FYFiledAssetsDepositsEquityAOCIHTM carryingHTM fair valueGap, % of equityCustom facts
2019Feb 19, 2020$61.42bn$38.61bn$6.54bn-$28.0m$21.97bn$22.25bn+4.2%3.8%
2017Feb 21, 2018$63.37bn$42.74bn$6.93bn-$26.0m$23.84bn$23.72bn-1.7%8.6%
2016Feb 22, 2017$49.00bn$31.68bn$6.27bn-$137.0m$15.75bn$15.72bn-0.6%9.0%
2015Feb 24, 2016$45.43bn$29.45bn$5.80bn-$99.0m$13.01bn$13.12bn+1.9%11.5%
2014Feb 24, 2015$45.53bn$24.89bn$5.38bn-$249.0m$12.25bn$12.48bn+4.2%14.0%
2013Feb 25, 2014$46.28bn$25.97bn$4.86bn-$453.4m$10.18bn$10.09bn-1.8%17.6%
2012Feb 26, 2013$47.39bn$28.39bn$4.90bn-$309.9m$9.54bn$9.91bn+7.6%18.1%
2011Feb 23, 2012$47.94bn$26.46bn$4.93bn-$386.6m$6.08bn$6.28bn+4.1%19.6%
2010Feb 22, 2011$46.37bn$25.24bn$4.05bn-$438.6m$2.46bn$2.42bn-1.0%27.1%

ext marks a carrying amount tagged with a company-invented element. p marks FY2025, which the dataset’s filing window (closing Mar 31, 2026) leaves incomplete across filers. “Custom facts” is the share of that filing’s consolidated facts carrying a company-invented tag, in any unit.

Source: SEC Financial Statement Data Sets, US Securities and Exchange Commission, Division of Economic and Risk Analysis. Facts as filed: uncleaned, unrestated, not audited by FinObservatory. Selection: this company's 10-K submissions with prevrpt = 0, one per fiscal year by latest filed date; consolidated USD instants at each filing's period end. Dollar columns are raw US dollars. Methodology

What this page cannot tell you

  • A blank in the held-to-maturity columns means the filing does not tag that fact on the consolidated face. It does not mean the company holds no held-to-maturity securities, and this dataset cannot distinguish the two.
  • A held-to-maturity gap is not a realised loss. Held to maturity, the securities pay par. The gap measures how far the reported equity sits from a mark-to-market equity, which becomes a solvency question only if the book must be sold.
  • AOCI is not the held-to-maturity mark. It bundles available-for-sale marks, hedge marks, pension and translation, net of tax. Do not add the two columns.
  • Every value is as filed. A scale error, sign error or mis-tag by the company is reproduced here exactly as the company made it.

Pages exist for the 650 bank and thrift holding companies with at least one 10-K from FY2015 onward, out of 900 with a 10-K anywhere in the dataset.