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Nasdaq · USD

WSFS

WSFS FINANCIAL CORP

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Tapewire entity
4058
SEC CIK
0000828944
Parsed reports
554

Last 12 months

Inside the activity.

0 purchase rows · 9 sale rows

Disclosed non-derivative P/S rows, by transaction month. Includes amendments and private transactions.
Monthly counts
MonthPurchasesSales
Nov 202500
Dec 202500
Jan 202600
Feb 202605
Mar 202600
Apr 202600
May 202600
Jun 202602
Jul 202601
Aug 202600
Sep 202601
Oct 202600

Latest available

Insider transactions

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Purchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”

The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.

Transaction dateOwner / reported roleActivity / securityShares / unitsReported priceReported valueDetails
September 12, 2019 Filed Sep 16, 2019 22:32 UTC Exercise / conversionEmployee Stock Option (right to buy) · Derivative 12,882 $0.00 Strike: $16.51 $0.00
Disclosure

SEC source: 0001562180-19-004829 · primarydocument.xml · derivative · entry 4

WRIGHT RICHARD · CIK 0001271797 · EVP

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 12,882 shares

Expires 2020-02-28

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F2 · derivative.exercise_date: Vests 24,000 share(s) on 28-Feb-2015, 12,000 share(s) on 29-Feb-2016, 12,000 share(s) on 28-Feb-2017, 12,000 share(s) on 28-Feb-2018

Read SEC document
September 12, 2019 Filed Sep 16, 2019 22:32 UTC SaleCommon Stock 8,026 $44.61 $358,055.91
Disclosure

SEC source: 0001562180-19-004829 · primarydocument.xml · nonDerivative · entry 2

WRIGHT RICHARD · CIK 0001271797 · EVP

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 52,825

F1 · price: Represents a weighted-average price. These shares were sold in multiple transactions at prices ranging from $44.13 to $44.89, inclusive. For all transactions reported on this Form 4 utilizing a weighted-average price, the reporting person will provide to the issuer, any security holder of the issuer, or the SEC staff, upon request, information regarding the number of shares sold at each price within the range.

Read SEC document
September 12, 2019 Filed Sep 16, 2019 22:32 UTC Exercise / conversionCommon Stock 12,882 $16.51 $212,639.31
Disclosure

SEC source: 0001562180-19-004829 · primarydocument.xml · nonDerivative · entry 1

WRIGHT RICHARD · CIK 0001271797 · EVP

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 60,851

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

Read SEC document
September 06, 2019 Filed Sep 11, 2019 21:12 UTC GrantCommon Stock 1,652 $0.00 $0.00
Disclosure

SEC source: 0001562180-19-004747 · primarydocument.xml · nonDerivative · entry 1

Brake Francis B. · CIK 0001607605 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 9,925

Read SEC document
September 06, 2019 Filed Sep 11, 2019 21:16 UTC GrantCommon Stock 1,524 $0.00 $0.00
Disclosure

SEC source: 0001562180-19-004748 · primarydocument.xml · nonDerivative · entry 1

Gheysens Christopher · CIK 0001710306 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 3,997

Read SEC document
September 06, 2019 Filed Sep 11, 2019 21:10 UTC
BIRD ANATDirector
GrantCommon Stock 1,833 $0.00 $0.00
Disclosure

SEC source: 0001562180-19-004746 · primarydocument.xml · nonDerivative · entry 1

BIRD ANAT · CIK 0001016246 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 19,608

Read SEC document
September 05, 2019 Filed Sep 9, 2019 20:41 UTC
Ward Patrick JosephExecutive Vice President
Exercise / conversionEmployee Stock Option (right to buy) · Derivative 1,893 $0.00 Strike: $15.25 $0.00
Disclosure

SEC source: 0001562180-19-004697 · primarydocument.xml · derivative · entry 10

Ward Patrick Joseph · CIK 0001682177 · Executive Vice President

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 3,787

Underlying: Common Stock · 1,893 shares

Expires 2022-12-18

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

Read SEC document
September 05, 2019 Filed Sep 9, 2019 20:41 UTC
Ward Patrick JosephExecutive Vice President
Exercise / conversionEmployee Stock Option (right to buy) · Derivative 13,444 $0.00 Strike: $15.85 $0.00
Disclosure

SEC source: 0001562180-19-004697 · primarydocument.xml · derivative · entry 9

Ward Patrick Joseph · CIK 0001682177 · Executive Vice President

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 18,935

Underlying: Common Stock · 13,444 shares

Expires 2019-10-25

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

Read SEC document
September 05, 2019 Filed Sep 9, 2019 20:41 UTC
Ward Patrick JosephExecutive Vice President
Exercise / conversionEmployee Stock Option (right to buy) · Derivative 625 $0.00 Strike: $20.77 $0.00
Disclosure

SEC source: 0001562180-19-004697 · primarydocument.xml · derivative · entry 8

Ward Patrick Joseph · CIK 0001682177 · Executive Vice President

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 4,424

Underlying: Common Stock · 625 shares

Expires 2023-12-17

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

Read SEC document
September 05, 2019 Filed Sep 9, 2019 20:41 UTC
Ward Patrick JosephExecutive Vice President
SaleCommon Stock 13,444 $41.95 $563,950.26
Disclosure

SEC source: 0001562180-19-004697 · primarydocument.xml · nonDerivative · entry 6

Ward Patrick Joseph · CIK 0001682177 · Executive Vice President

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 102,285

F1 · price: Represents a weighted-average price. These shares were sold in multiple transactions at prices ranging from $41.79 to $42.26, inclusive. For all transactions reported on this Form 4 utilizing a weighted-average price, the reporting person will provide to the issuer, any security holder of the issuer, or the SEC staff, upon request, information regarding the number of shares sold at each price within the range.

Read SEC document
September 05, 2019 Filed Sep 9, 2019 20:41 UTC
Ward Patrick JosephExecutive Vice President
SaleCommon Stock 1,893 $41.95 $79,407.75
Disclosure

SEC source: 0001562180-19-004697 · primarydocument.xml · nonDerivative · entry 5

Ward Patrick Joseph · CIK 0001682177 · Executive Vice President

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 115,729

F1 · price: Represents a weighted-average price. These shares were sold in multiple transactions at prices ranging from $41.79 to $42.26, inclusive. For all transactions reported on this Form 4 utilizing a weighted-average price, the reporting person will provide to the issuer, any security holder of the issuer, or the SEC staff, upon request, information regarding the number of shares sold at each price within the range.

Read SEC document
September 05, 2019 Filed Sep 9, 2019 20:41 UTC
Ward Patrick JosephExecutive Vice President
SaleCommon Stock 625 $41.95 $26,217.56
Disclosure

SEC source: 0001562180-19-004697 · primarydocument.xml · nonDerivative · entry 4

Ward Patrick Joseph · CIK 0001682177 · Executive Vice President

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 117,622

F1 · price: Represents a weighted-average price. These shares were sold in multiple transactions at prices ranging from $41.79 to $42.26, inclusive. For all transactions reported on this Form 4 utilizing a weighted-average price, the reporting person will provide to the issuer, any security holder of the issuer, or the SEC staff, upon request, information regarding the number of shares sold at each price within the range.

Read SEC document
September 05, 2019 Filed Sep 9, 2019 20:41 UTC
Ward Patrick JosephExecutive Vice President
Exercise / conversionCommon Stock 1,893 $15.25 $28,868.25
Disclosure

SEC source: 0001562180-19-004697 · primarydocument.xml · nonDerivative · entry 3

Ward Patrick Joseph · CIK 0001682177 · Executive Vice President

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 118,247

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

Read SEC document
September 05, 2019 Filed Sep 9, 2019 20:41 UTC
Ward Patrick JosephExecutive Vice President
Exercise / conversionCommon Stock 625 $20.77 $12,981.25
Disclosure

SEC source: 0001562180-19-004697 · primarydocument.xml · nonDerivative · entry 2

Ward Patrick Joseph · CIK 0001682177 · Executive Vice President

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 116,354

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

Read SEC document
September 05, 2019 Filed Sep 9, 2019 20:41 UTC
Ward Patrick JosephExecutive Vice President
Exercise / conversionCommon Stock 13,444 $15.85 $213,087.40
Disclosure

SEC source: 0001562180-19-004697 · primarydocument.xml · nonDerivative · entry 1

Ward Patrick Joseph · CIK 0001682177 · Executive Vice President

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 115,729

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

Read SEC document
August 29, 2019 Filed Aug 29, 2019 21:06 UTC Exercise / conversionEmployee Stock Option (right to buy) · Derivative 42,731 $0.00 Strike: $16.51 $0.00
Disclosure

SEC source: 0001562180-19-004522 · primarydocument.xml · derivative · entry 11

TURNER MARK A · CIK 0001228135 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 42,731 shares

Expires 2020-02-28

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F4 · derivative.exercise_date: Vests 300,000 share(s) on 28-Feb-2015, 150,000 share(s) on 29-Feb-2016, 150,000 share(s) on 28-Feb-2017, 150,000 share(s) on 28-Feb-2018

Read SEC document
August 29, 2019 Filed Aug 29, 2019 21:06 UTC SaleCommon Stock 42,731 $41.55 $1,775,601.24
Disclosure

SEC source: 0001562180-19-004522 · primarydocument.xml · nonDerivative · entry 6

TURNER MARK A · CIK 0001228135 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 140,333

F3 · price: Represents a weighted-average price. These shares were sold in multiple transactions at prices ranging from $41.21 to $41.75, inclusive. For all transactions reported on this Form 4 utilizing a weighted-average price, the reporting person will provide to the issuer, any security holder of the issuer, or the SEC staff, upon request, information regarding the number of shares sold at each price within the range.

Read SEC document
August 29, 2019 Filed Aug 29, 2019 21:06 UTC Exercise / conversionCommon Stock 42,731 $16.51 $705,347.80
Disclosure

SEC source: 0001562180-19-004522 · primarydocument.xml · nonDerivative · entry 5

TURNER MARK A · CIK 0001228135 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 183,064

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

Read SEC document
August 28, 2019 Filed Aug 29, 2019 21:06 UTC Exercise / conversionEmployee Stock Option (right to buy) · Derivative 60,000 $0.00 Strike: $16.51 $0.00
Disclosure

SEC source: 0001562180-19-004522 · primarydocument.xml · derivative · entry 10

TURNER MARK A · CIK 0001228135 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 42,731

Underlying: Common Stock · 60,000 shares

Expires 2020-02-28

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F4 · derivative.exercise_date: Vests 300,000 share(s) on 28-Feb-2015, 150,000 share(s) on 29-Feb-2016, 150,000 share(s) on 28-Feb-2017, 150,000 share(s) on 28-Feb-2018

Read SEC document
August 28, 2019 Filed Aug 29, 2019 21:06 UTC SaleCommon Stock 60,000 $41.12 $2,467,074.00
Disclosure

SEC source: 0001562180-19-004522 · primarydocument.xml · nonDerivative · entry 4

TURNER MARK A · CIK 0001228135 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 140,333

F2 · price: Represents a weighted-average price. These shares were sold in multiple transactions at prices ranging from $41.00 to $41.26, inclusive. For all transactions reported on this Form 4 utilizing a weighted-average price, the reporting person will provide to the issuer, any security holder of the issuer, or the SEC staff, upon request, information regarding the number of shares sold at each price within the range.

Read SEC document
August 28, 2019 Filed Aug 29, 2019 21:06 UTC Exercise / conversionCommon Stock 60,000 $16.51 $990,402.00
Disclosure

SEC source: 0001562180-19-004522 · primarydocument.xml · nonDerivative · entry 3

TURNER MARK A · CIK 0001228135 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 200,333

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

Read SEC document
August 27, 2019 Filed Aug 29, 2019 21:06 UTC Exercise / conversionEmployee Stock Option (right to buy) · Derivative 21,446 $0.00 Strike: $16.51 $0.00
Disclosure

SEC source: 0001562180-19-004522 · primarydocument.xml · derivative · entry 9

TURNER MARK A · CIK 0001228135 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 102,731

Underlying: Common Stock · 21,446 shares

Expires 2020-02-28

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F4 · derivative.exercise_date: Vests 300,000 share(s) on 28-Feb-2015, 150,000 share(s) on 29-Feb-2016, 150,000 share(s) on 28-Feb-2017, 150,000 share(s) on 28-Feb-2018

Read SEC document
August 27, 2019 Filed Aug 29, 2019 21:06 UTC SaleCommon Stock 21,446 $41.34 $886,656.99
Disclosure

SEC source: 0001562180-19-004522 · primarydocument.xml · nonDerivative · entry 2

TURNER MARK A · CIK 0001228135 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 140,333

F1 · price: Represents a weighted-average price. These shares were sold in multiple transactions at prices ranging from $41.00 to $42.06, inclusive. For all transactions reported on this Form 4 utilizing a weighted-average price, the reporting person will provide to the issuer, any security holder of the issuer, or the SEC staff, upon request, information regarding the number of shares sold at each price within the range.

Read SEC document
August 27, 2019 Filed Aug 29, 2019 21:06 UTC Exercise / conversionCommon Stock 21,446 $16.51 $354,002.69
Disclosure

SEC source: 0001562180-19-004522 · primarydocument.xml · nonDerivative · entry 1

TURNER MARK A · CIK 0001228135 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 161,779

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

Read SEC document
August 09, 2019 Filed Aug 13, 2019 21:53 UTC GrantCommon Stock 840 $0.00 $0.00
Disclosure

SEC source: 0001562180-19-004261 · primarydocument.xml · nonDerivative · entry 1

Buchholz Karen Dougherty · CIK 0001477523 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 22,438

Read SEC document
August 09, 2019 Filed Aug 13, 2019 21:53 UTC GrantCommon Stock 840 $0.00 $0.00
Disclosure

SEC source: 0001562180-19-004262 · primarydocument.xml · nonDerivative · entry 1

Cuddy Gerard P · CIK 0001396640 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 48,912

Read SEC document
August 09, 2019 Filed Aug 13, 2019 21:53 UTC GrantCommon Stock 840 $0.00 $0.00
Disclosure

SEC source: 0001562180-19-004260 · primarydocument.xml · nonDerivative · entry 1

DONAHUE MICHAEL J · CIK 0001206878 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 17,326

Read SEC document
August 09, 2019 Filed Aug 13, 2019 21:52 UTC GrantCommon Stock 840 $0.00 $0.00
Disclosure

SEC source: 0001562180-19-004259 · primarydocument.xml · nonDerivative · entry 1

TURNER DAVID G · CIK 0001205152 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 14,973

Read SEC document
August 09, 2019 Filed Aug 13, 2019 21:52 UTC GrantCommon Stock 840 $0.00 $0.00
Disclosure

SEC source: 0001562180-19-004258 · primarydocument.xml · nonDerivative · entry 1

SCHOENHALS MARVIN N · CIK 0001228132 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 30,455

Read SEC document
August 09, 2019 Filed Aug 13, 2019 21:51 UTC GrantCommon Stock 840 $0.00 $0.00
Disclosure

SEC source: 0001562180-19-004257 · primarydocument.xml · nonDerivative · entry 1

Gheysens Christopher · CIK 0001710306 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 2,473

Read SEC document
August 09, 2019 Filed Aug 13, 2019 21:50 UTC GrantCommon Stock 840 $0.00 $0.00
Disclosure

SEC source: 0001562180-19-004256 · primarydocument.xml · nonDerivative · entry 1

du Pont Eleuthere I · CIK 0001349330 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 6,906

Read SEC document
August 09, 2019 Filed Aug 13, 2019 21:50 UTC GrantCommon Stock 840 $0.00 $0.00
Disclosure

SEC source: 0001562180-19-004255 · primarydocument.xml · nonDerivative · entry 1

DAVIS JENNIFER W · CIK 0001455732 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 19,920

Read SEC document
August 09, 2019 Filed Aug 13, 2019 21:49 UTC GrantCommon Stock 840 $0.00 $0.00
Disclosure

SEC source: 0001562180-19-004254 · primarydocument.xml · nonDerivative · entry 1

Brake Francis B. · CIK 0001607605 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 8,273

Read SEC document
August 09, 2019 Filed Aug 13, 2019 21:49 UTC
BIRD ANATDirector
GrantCommon Stock 840 $0.00 $0.00
Disclosure

SEC source: 0001562180-19-004253 · primarydocument.xml · nonDerivative · entry 1

BIRD ANAT · CIK 0001016246 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 17,775

Read SEC document
June 28, 2019 Filed Jul 2, 2019 18:52 UTC
BACCI ARTHUR JExecutive Vice President
Tax withholdingCommon Stock 202 $41.30 $8,342.60
Disclosure

SEC source: 0001562180-19-003753 · primarydocument.xml · nonDerivative · entry 1

BACCI ARTHUR J · CIK 0001075511 · Executive Vice President

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 5,114

F1 · balance_after: Total amount of shares increased by 5 shares from most recent filing on March 4, 2019 to reflect correction of restricted stock unit grant dated 2/28/2019

Read SEC document
June 23, 2019 Filed Jun 26, 2019 18:38 UTC Tax withholdingCommon Stock 81 $40.48 $3,278.88
Disclosure

SEC source: 0001562180-19-003642 · primarydocument.xml · nonDerivative · entry 1

Canuso Dominic C · CIK 0001677653 · EVP & CFO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 6,793

Read SEC document
May 21, 2019 Filed Jun 14, 2019 01:54 UTC GrantCommon Stock 272 $0.00 $0.00
Disclosure

SEC source: 0001552781-19-000284 · ownership.xml · nonDerivative · entry 1

Cuddy Gerard P · CIK 0001396640 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 48,072

Read SEC document
May 21, 2019 Filed Jun 14, 2019 01:54 UTC GrantCommon Stock 272 $0.00 $0.00
Disclosure

SEC source: 0001552781-19-000285 · ownership.xml · nonDerivative · entry 1

Buchholz Karen Dougherty · CIK 0001477523 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 21,598

Read SEC document
May 21, 2019 Filed Jun 14, 2019 01:54 UTC GrantCommon Stock 272 $0.00 $0.00
Disclosure

SEC source: 0001552781-19-000283 · ownership.xml · nonDerivative · entry 1

DONAHUE MICHAEL J · CIK 0001206878 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 16,486

Read SEC document
May 09, 2019 Filed May 10, 2019 19:41 UTC
LEVENSON RODGERPresident & CEO
Exercise / conversionStock Options (Right to buy) · Derivative 35,976 $0.00 Strike: $16.51 $0.00
Disclosure

SEC source: 0001562180-19-002748 · primarydocument.xml · derivative · entry 6

LEVENSON RODGER · CIK 0001380904 · President & CEO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 35,976 shares

Expires 2020-02-28

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

Read SEC document
May 09, 2019 Filed May 10, 2019 19:41 UTC
LEVENSON RODGERPresident & CEO
Tax withholdingCommon Stock 5,882 $42.91 $252,396.62
Disclosure

SEC source: 0001562180-19-002748 · primarydocument.xml · nonDerivative · entry 4

LEVENSON RODGER · CIK 0001380904 · President & CEO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 65,577

F2 · price: Closing price as of 5/9/2019. Option cost was covered through a stock swap transaction.

Read SEC document
May 09, 2019 Filed May 10, 2019 19:41 UTC
LEVENSON RODGERPresident & CEO
Exercise / conversionCommon Stock 15,288 $16.51 $252,354.43
Disclosure

SEC source: 0001562180-19-002748 · primarydocument.xml · nonDerivative · entry 3

LEVENSON RODGER · CIK 0001380904 · President & CEO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 71,459

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

Read SEC document
May 09, 2019 Filed May 10, 2019 19:41 UTC
LEVENSON RODGERPresident & CEO
SaleCommon Stock 13,981 $42.95 $600,532.88
Disclosure

SEC source: 0001562180-19-002748 · primarydocument.xml · nonDerivative · entry 2

LEVENSON RODGER · CIK 0001380904 · President & CEO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 56,171

F1 · price: Represents a weighted-average price. These shares were sold in multiple transactions at prices ranging from $42.805 to $43.08, inclusive. For all transactions reported on this Form 4 utilizing a weighted-average price, the reporting person will provide to the issuer, any security holder of the issuer, or the SEC staff, upon request, information regarding the number of shares sold at each price within the range.

Read SEC document
May 09, 2019 Filed May 10, 2019 19:41 UTC
LEVENSON RODGERPresident & CEO
Exercise / conversionCommon Stock 20,688 $16.51 $341,490.61
Disclosure

SEC source: 0001562180-19-002748 · primarydocument.xml · nonDerivative · entry 1

LEVENSON RODGER · CIK 0001380904 · President & CEO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 70,152

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

Read SEC document
April 29, 2019 Filed May 1, 2019 22:52 UTC SaleCommon Stock 16,690 $42.61 $711,189.27
Disclosure

SEC source: 0001552781-19-000222 · ownership.xml · nonDerivative · entry 2

Cuddy Gerard P · CIK 0001396640 · Director

10b5-1 filing: Not disclosed

Ownership: Indirect · By IRA

Disclosed balance after: 0

F2 · shares: Includes 9,705 shares previously held in the KSOP and transferred to the IRA prior to the date of the sale reported hereby. The 9,705 shares previously held in the KSOP were inadvertently reported incorrectly in previous Form 4 reports for the reporting person as 9,365 shares.

F3 · price: Represents a weighted-average price. These shares were sold in multiple transactions at prices ranging from $42.50 to $42.95, inclusive. For all transactions reported on this Form 4 utilizing a weighted-average price, the reporting person will provide to the issuer, any security holder of the issuer, or the SEC staff, upon request, information regarding the number of shares sold at each price within the range.

Read SEC document
April 29, 2019 Filed May 1, 2019 22:52 UTC SaleCommon Stock 36,847 $42.71 $1,573,775.90
Disclosure

SEC source: 0001552781-19-000222 · ownership.xml · nonDerivative · entry 1

Cuddy Gerard P · CIK 0001396640 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 47,800

F1 · price: Represents a weighted-average price. These shares were sold in multiple transactions at prices ranging from $42.50 to $42.99, inclusive. For all transactions reported on this Form 4 utilizing a weighted-average price, the reporting person will provide to the issuer, any security holder of the issuer, or the SEC staff, upon request, information regarding the number of shares sold at each price within the range.

Read SEC document
April 29, 2019 Filed May 1, 2019 17:36 UTC Exercise / conversionStock Options (Right to buy) · Derivative 75,475 $0.00 Strike: $16.51 $0.00
Disclosure

SEC source: 0001562180-19-002459 · primarydocument.xml · derivative · entry 5

TURNER MARK A · CIK 0001228135 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 124,177

Underlying: Common Stock · 75,475 shares

Expires 2020-02-28

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F3 · derivative.exercise_date: Vests 300,000 share(s) on 28-Feb-2015, 150,000 share(s) on 29-Feb-2016, 150,000 share(s) on 28-Feb-2017, 150,000 share(s) on 28-Feb-2018

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April 29, 2019 Filed May 1, 2019 17:36 UTC SaleCommon Stock 75,475 $43.03 $3,247,689.25
Disclosure

SEC source: 0001562180-19-002459 · primarydocument.xml · nonDerivative · entry 2

TURNER MARK A · CIK 0001228135 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 140,333

F1 · kind: This sale was effected pursuant to a 10b5-1 trading plan previously adopted by Mr. Turner.

F2 · price: Represents a weighted-average price. These shares were sold in multiple transactions at prices ranging from $42.50 to $43.73, inclusive. For all transactions reported on this Form 4 utilizing a weighted-average price, the reporting person will provide to the issuer, any security holder of the issuer, or the SEC staff, upon request, information regarding the number of shares sold at each price within the range.

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April 29, 2019 Filed May 1, 2019 17:36 UTC Exercise / conversionCommon Stock 75,475 $16.51 $1,245,843.18
Disclosure

SEC source: 0001562180-19-002459 · primarydocument.xml · nonDerivative · entry 1

TURNER MARK A · CIK 0001228135 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 215,808

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

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April 26, 2019 Filed Apr 26, 2019 21:57 UTC Exercise / conversionStock Options (Right to buy) · Derivative 69,119 $0.00 Strike: $16.51 $0.00
Disclosure

SEC source: 0001562180-19-002383 · primarydocument.xml · derivative · entry 8

TURNER MARK A · CIK 0001228135 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 199,652

Underlying: Common Stock · 69,119 shares

Expires 2020-02-28

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F4 · derivative.exercise_date: Vests 300,000 share(s) on 28-Feb-2015, 150,000 share(s) on 29-Feb-2016, 150,000 share(s) on 28-Feb-2017, 150,000 share(s) on 28-Feb-2018

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Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.