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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
April 26, 2019 Filed Apr 26, 2019 21:57 UTC SaleCommon Stock 69,119 $42.79 $2,957,602.01
Disclosure

SEC source: 0001562180-19-002383 · primarydocument.xml · nonDerivative · entry 4

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.

F3 · price: Represents a weighted-average price. These shares were sold in multiple transactions at prices ranging from $42.50 to $43.31, 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 26, 2019 Filed Apr 26, 2019 21:57 UTC Exercise / conversionCommon Stock 69,119 $16.51 $1,140,926.60
Disclosure

SEC source: 0001562180-19-002383 · primarydocument.xml · nonDerivative · entry 3

TURNER MARK A · CIK 0001228135 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 209,452

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 25, 2019 Filed Apr 26, 2019 21:57 UTC Exercise / conversionStock Options (Right to buy) · Derivative 27,035 $0.00 Strike: $16.51 $0.00
Disclosure

SEC source: 0001562180-19-002383 · primarydocument.xml · derivative · entry 7

TURNER MARK A · CIK 0001228135 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 268,771

Underlying: Common Stock · 27,035 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
April 25, 2019 Filed Apr 26, 2019 21:57 UTC SaleCommon Stock 27,035 $42.78 $1,156,557.30
Disclosure

SEC source: 0001562180-19-002383 · 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 $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 25, 2019 Filed Apr 26, 2019 21:57 UTC Exercise / conversionCommon Stock 27,035 $16.51 $446,258.63
Disclosure

SEC source: 0001562180-19-002383 · primarydocument.xml · nonDerivative · entry 1

TURNER MARK A · CIK 0001228135 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 167,368

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 24, 2019 Filed Apr 25, 2019 12:47 UTC Exercise / conversionStock Options (Right to buy) · Derivative 43,826 $0.00 Strike: $16.51 $0.00
Disclosure

SEC source: 0001562180-19-002342 · primarydocument.xml · derivative · entry 8

TURNER MARK A · CIK 0001228135 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 295,806

Underlying: Common Stock · 43,826 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
April 24, 2019 Filed Apr 25, 2019 12:47 UTC SaleCommon Stock 43,826 $42.99 $1,884,079.74
Disclosure

SEC source: 0001562180-19-002342 · primarydocument.xml · nonDerivative · entry 4

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.

F3 · price: Represents a weighted-average price. These shares were sold in multiple transactions at prices ranging from $42.52 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 24, 2019 Filed Apr 25, 2019 12:47 UTC Exercise / conversionCommon Stock 43,826 $16.51 $723,422.63
Disclosure

SEC source: 0001562180-19-002342 · primarydocument.xml · nonDerivative · entry 3

TURNER MARK A · CIK 0001228135 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 184,159

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 23, 2019 Filed Apr 25, 2019 12:47 UTC Exercise / conversionStock Options (Right to buy) · Derivative 21,910 $0.00 Strike: $16.51 $0.00
Disclosure

SEC source: 0001562180-19-002342 · primarydocument.xml · derivative · entry 7

TURNER MARK A · CIK 0001228135 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 339,632

Underlying: Common Stock · 21,910 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
April 23, 2019 Filed Apr 25, 2019 12:47 UTC SaleCommon Stock 21,910 $42.58 $932,883.98
Disclosure

SEC source: 0001562180-19-002342 · 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 $42.73, 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.

Read SEC document
April 23, 2019 Filed Apr 25, 2019 12:47 UTC Exercise / conversionCommon Stock 21,910 $16.51 $361,661.80
Disclosure

SEC source: 0001562180-19-002342 · primarydocument.xml · nonDerivative · entry 1

TURNER MARK A · CIK 0001228135 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 162,243

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 18, 2019 Filed Apr 22, 2019 21:07 UTC Exercise / conversionStock Options (Right to buy) · Derivative 300 $42.50 Strike: $16.51 $12,750.00
Disclosure

SEC source: 0001562180-19-002325 · primarydocument.xml · derivative · entry 5

TURNER MARK A · CIK 0001228135 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 361,542

Underlying: Common Stock · 300 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 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
April 18, 2019 Filed Apr 22, 2019 21:07 UTC SaleCommon Stock 300 $42.50 $12,750.00
Disclosure

SEC source: 0001562180-19-002325 · 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.

Read SEC document
April 18, 2019 Filed Apr 22, 2019 21:07 UTC Exercise / conversionCommon Stock 300 $16.51 $4,952.01
Disclosure

SEC source: 0001562180-19-002325 · primarydocument.xml · nonDerivative · entry 1

TURNER MARK A · CIK 0001228135 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 140,633

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 15, 2019 Filed Apr 17, 2019 22:38 UTC Tax withholdingCommon Stock 928 $40.98 $38,029.44
Disclosure

SEC source: 0001562180-19-002309 · primarydocument.xml · nonDerivative · entry 1

WRIGHT RICHARD · CIK 0001271797 · EVP

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 47,969

F1 · shares: Represents shares withheld to cover taxes due on vested restricted stock units

Read SEC document
April 15, 2019 Filed Apr 17, 2019 22:36 UTC
Ward Patrick JosephExecutive Vice President
Tax withholdingCommon Stock 130 $40.98 $5,327.40
Disclosure

SEC source: 0001562180-19-002308 · primarydocument.xml · nonDerivative · entry 1

Ward Patrick Joseph · CIK 0001682177 · Executive Vice President

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 102,285

F1 · shares: Represents shares withheld to cover taxes due on vested restricted stock units

Read SEC document
April 15, 2019 Filed Apr 17, 2019 22:34 UTC Tax withholdingCommon Stock 537 $40.98 $22,006.26
Disclosure

SEC source: 0001562180-19-002307 · primarydocument.xml · nonDerivative · entry 1

TURNER MARK A · CIK 0001228135 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 140,333

F1 · shares: Represents shares withheld to cover taxes due on vested restricted stock units

Read SEC document
April 15, 2019 Filed Apr 17, 2019 22:31 UTC
LEVENSON RODGERPresident & CEO
Tax withholdingCommon Stock 1,112 $40.98 $45,569.76
Disclosure

SEC source: 0001562180-19-002306 · primarydocument.xml · nonDerivative · entry 1

LEVENSON RODGER · CIK 0001380904 · President & CEO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 49,464

F1 · shares: Represents shares withheld to cover taxes due on vested restricted stock units

Read SEC document
April 15, 2019 Filed Apr 17, 2019 22:29 UTC Tax withholdingCommon Stock 161 $40.98 $6,597.78
Disclosure

SEC source: 0001562180-19-002305 · primarydocument.xml · nonDerivative · entry 1

GREENPLATE PAUL S · CIK 0001703131 · EVP

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 6,788

F1 · shares: Represents shares withheld to cover taxes due on vested restricted stock units

Read SEC document
April 15, 2019 Filed Apr 17, 2019 22:21 UTC Tax withholdingCommon Stock 527 $40.98 $21,596.46
Disclosure

SEC source: 0001562180-19-002304 · primarydocument.xml · nonDerivative · entry 1

EDDENS PEGGY H · CIK 0001410822 · EVP

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 22,405

F1 · shares: Represents shares withheld to cover taxes due on vested restricted stock units

Read SEC document
April 15, 2019 Filed Apr 17, 2019 22:16 UTC Tax withholdingCommon Stock 499 $40.98 $20,449.02
Disclosure

SEC source: 0001562180-19-002303 · primarydocument.xml · nonDerivative · entry 1

Clark Stephen P · CIK 0001675775 · EVP

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 12,798

F1 · shares: Represents shares withheld to cover taxes due on vested restricted stock units

Read SEC document
April 15, 2019 Filed Apr 17, 2019 22:13 UTC Tax withholdingCommon Stock 213 $40.98 $8,728.74
Disclosure

SEC source: 0001562180-19-002302 · primarydocument.xml · nonDerivative · entry 1

Canuso Dominic C · CIK 0001677653 · EVP & CFO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 6,874

F1 · kind: Represents shares withheld to cover taxes due on vested restricted stock units

Read SEC document
April 15, 2019 Filed Apr 17, 2019 22:10 UTC
BRUBAKER LISA MEVP, Chief Technology Officer
Tax withholdingCommon Stock 117 $40.98 $4,794.66
Disclosure

SEC source: 0001562180-19-002301 · primarydocument.xml · nonDerivative · entry 1

BRUBAKER LISA M · CIK 0001739974 · EVP, Chief Technology Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 13,563

F1 · shares: Represents shares withheld to cover taxes due on vested restricted stock units

Read SEC document
March 04, 2019 Filed Mar 6, 2019 13:45 UTC Exercise / conversionStock Options (Right to buy) · Derivative 14,335 $0.00 Strike: $16.51 $0.00
Disclosure

SEC source: 0001562180-19-001736 · primarydocument.xml · derivative · entry 6

TURNER MARK A · CIK 0001228135 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 361,842

Underlying: Common Stock · 14,335 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

Read SEC document
March 04, 2019 Filed Mar 6, 2019 13:45 UTC SaleCommon Stock 14,335 $45.02 $645,361.70
Disclosure

SEC source: 0001562180-19-001736 · primarydocument.xml · nonDerivative · entry 2

TURNER MARK A · CIK 0001228135 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 140,870

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 $45.00 to $45.11, 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
March 04, 2019 Filed Mar 6, 2019 13:45 UTC Exercise / conversionCommon Stock 14,335 $16.51 $236,623.54
Disclosure

SEC source: 0001562180-19-001736 · primarydocument.xml · nonDerivative · entry 1

TURNER MARK A · CIK 0001228135 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 155,205

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
March 01, 2019 Filed Mar 5, 2019 21:33 UTC GrantCommon Stock 21,326 Not disclosed Not disclosed
Disclosure

SEC source: 0001562180-19-001703 · primarydocument.xml · nonDerivative · entry 1

Buchholz Karen Dougherty · CIK 0001477523 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 21,326

F1 · price: Received in exchange for 70,780 shares of Beneficial Bancorp, Inc. ("Beneficial") common stock in connection with the merger of Beneficial with and into WSFS Financial Corporation ("WSFS") effective March 1, 2019 (the "Merger"). At the effective time of the Merger at 12:01 a.m. on March 1, 2019 (the "Effective Time"), each outstanding share of Beneficial common stock converted into the right to receive 0.3013 shares of WSFS common stock and $2.93 in cash (the "Merger Consideration"). On February 28, 2019, the last trading day before the Effective Time, the closing price of Beneficial's common stock was $16.12 per share and the closing price of WSFS' common stock was $43.28 per share. All fractional share holdings were paid in cash.

Read SEC document
March 01, 2019 Filed Mar 5, 2019 21:31 UTC GrantCommon Stock 9,365 Not disclosed Not disclosed
Disclosure

SEC source: 0001562180-19-001700 · primarydocument.xml · nonDerivative · entry 8

Cuddy Gerard P · CIK 0001396640 · Director

10b5-1 filing: Not disclosed

Ownership: Indirect · by KSOP

Disclosed balance after: 9,365

F9 · price: Received in exchange for 31,084 shares of Beneficial common stock in connection with the Merger. At the Effective Time, each outstanding share of Beneficial common stock converted into the right to receive the Merger Consideration. On February 28, 2019, the last trading day before the Effective Time, the closing price of Beneficial's common stock was $16.12 per share and the closing price of WSFS' common stock was $43.28 per share. All fractional share holdings were paid in cash.

Read SEC document
March 01, 2019 Filed Mar 5, 2019 21:31 UTC GrantCommon Stock 6,985 Not disclosed Not disclosed
Disclosure

SEC source: 0001562180-19-001700 · primarydocument.xml · nonDerivative · entry 7

Cuddy Gerard P · CIK 0001396640 · Director

10b5-1 filing: Not disclosed

Ownership: Indirect · By IRA

Disclosed balance after: 6,985

F8 · price: Received in exchange for 23,185 shares of Beneficial common stock in connection with the Merger. At the Effective Time, each outstanding share of Beneficial common stock converted into the right to receive the Merger Consideration. On February 28, 2019, the last trading day before the Effective Time, the closing price of Beneficial's common stock was $16.12 per share and the closing price of WSFS' common stock was $43.28 per share. All fractional share holdings were paid in cash.

Read SEC document
March 01, 2019 Filed Mar 5, 2019 21:31 UTC GrantCommon Stock 6,750 Not disclosed Not disclosed
Disclosure

SEC source: 0001562180-19-001700 · primarydocument.xml · nonDerivative · entry 6

Cuddy Gerard P · CIK 0001396640 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 84,647

F7 · price: Received in exchange for 22,406 shares of Restricted Stock XII of Beneficial in connection with the Merger. At the Effective Time, each Beneficial Restricted Stock Award fully vested (with any applicable performance-based vesting conditions applicable to such Beneficial Restricted Stock Award deemed to have been fully achieved) and canceled and converted into the right to receive the Merger Consideration. On February 28, 2019, the last trading day before the Effective Time, the closing price of Beneficial's common stock was $16.12 per share and the closing price of WSFS' common stock was $43.28 per share. All fractional share holdings were paid in cash.

F3 · ownership.direct: In connection with the Merger, shares of Restricted Stock previously held in trust for the benefit of Mr. Cuddy will be converted into shares of WSFS common stock, to be held directly by him.

Read SEC document
March 01, 2019 Filed Mar 5, 2019 21:31 UTC GrantCommon Stock 5,017 Not disclosed Not disclosed
Disclosure

SEC source: 0001562180-19-001700 · primarydocument.xml · nonDerivative · entry 5

Cuddy Gerard P · CIK 0001396640 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 77,897

F6 · price: Received in exchange for 16,652 shares of Restricted Stock XI of Beneficial in connection with the Merger. At the Effective Time, each Beneficial Restricted Stock Award fully vested (with any applicable performance-based vesting conditions applicable to such Beneficial Restricted Stock Award deemed to have been fully achieved) and canceled and converted into the right to receive the Merger Consideration. On February 28, 2019, the last trading day before the Effective Time, the closing price of Beneficial's common stock was $16.12 per share and the closing price of WSFS' common stock was $43.28 per share. All fractional share holdings were paid in cash.

F3 · ownership.direct: In connection with the Merger, shares of Restricted Stock previously held in trust for the benefit of Mr. Cuddy will be converted into shares of WSFS common stock, to be held directly by him.

Read SEC document
March 01, 2019 Filed Mar 5, 2019 21:31 UTC GrantCommon Stock 50,015 Not disclosed Not disclosed
Disclosure

SEC source: 0001562180-19-001700 · primarydocument.xml · nonDerivative · entry 4

Cuddy Gerard P · CIK 0001396640 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 72,880

F5 · price: Received in exchange for 166,000 shares of Restricted Stock X of Beneficial in connection with the Merger. At the Effective Time, each Beneficial Restricted Stock Award fully vested (with any applicable performance-based vesting conditions applicable to such Beneficial Restricted Stock Award deemed to have been fully achieved) and canceled and converted into the right to receive the Merger Consideration. On February 28, 2019, the last trading day before the Effective Time, the closing price of Beneficial's common stock was $16.12 per share and the closing price of WSFS' common stock was $43.28 per share. All fractional share holdings were paid in cash.

F3 · ownership.direct: In connection with the Merger, shares of Restricted Stock previously held in trust for the benefit of Mr. Cuddy will be converted into shares of WSFS common stock, to be held directly by him.

Read SEC document
March 01, 2019 Filed Mar 5, 2019 21:31 UTC GrantCommon Stock 4,218 Not disclosed Not disclosed
Disclosure

SEC source: 0001562180-19-001700 · primarydocument.xml · nonDerivative · entry 3

Cuddy Gerard P · CIK 0001396640 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 22,865

F4 · price: Received in exchange for 14,000 shares of Restricted Stock IX of Beneficial in connection with the Merger. At the Effective Time, each Beneficial Restricted Stock Award fully vested (with any applicable performance-based vesting conditions applicable to such Beneficial Restricted Stock Award deemed to have been fully achieved) and canceled and converted into the right to receive the Merger Consideration. On February 28, 2019, the last trading day before the Effective Time, the closing price of Beneficial's common stock was $16.12 per share and the closing price of WSFS' common stock was $43.28 per share. All fractional share holdings were paid in cash.

F3 · ownership.direct: In connection with the Merger, shares of Restricted Stock previously held in trust for the benefit of Mr. Cuddy will be converted into shares of WSFS common stock, to be held directly by him.

Read SEC document
March 01, 2019 Filed Mar 5, 2019 21:31 UTC GrantCommon Stock 1,868 Not disclosed Not disclosed
Disclosure

SEC source: 0001562180-19-001700 · primarydocument.xml · nonDerivative · entry 2

Cuddy Gerard P · CIK 0001396640 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 18,647

F2 · price: Received in exchange for 6,200 shares of Restricted Stock VIII of Beneficial in connection with the Merger. At the Effective Time, each award in respect of a share of Beneficial common stock subject to vesting, repurchase or other lapse restriction granted under a Beneficial stock plan other than a stock option (a "Beneficial Restricted Stock Award") fully vested (with any applicable performance-based vesting conditions applicable to such Beneficial Restricted Stock Award deemed to have been fully achieved) and canceled and converted into the right to receive the Merger Consideration. On February 28, 2019, the last trading day before the Effective Time, the closing price of Beneficial's common stock was $16.12 per share and the closing price of WSFS' common stock was $43.28 per share. All fractional share holdings were paid in cash.

F3 · ownership.direct: In connection with the Merger, shares of Restricted Stock previously held in trust for the benefit of Mr. Cuddy will be converted into shares of WSFS common stock, to be held directly by him.

Read SEC document
March 01, 2019 Filed Mar 5, 2019 21:31 UTC GrantCommon Stock 16,779 Not disclosed Not disclosed
Disclosure

SEC source: 0001562180-19-001700 · primarydocument.xml · nonDerivative · entry 1

Cuddy Gerard P · CIK 0001396640 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 16,779

F1 · price: Received in exchange for 55,689 shares of Beneficial Bancorp, Inc. ("Beneficial") common stock in connection with the merger of Beneficial with and into WSFS Financial Corporation ("WSFS") effective March 1, 2019 (the "Merger"). At the effective time of the Merger at 12:01 a.m. on March 1, 2019 (the "Effective Time"), each outstanding share of Beneficial common stock converted into the right to receive 0.3013 shares of WSFS common stock and $2.93 in cash (the "Merger Consideration"). On February 28, 2019, the last trading day before the Effective Time, the closing price of Beneficial's common stock was $16.12 per share and the closing price of WSFS' common stock was $43.28 per share. All fractional share holdings were paid in cash.

Read SEC document
March 01, 2019 Filed Mar 5, 2019 21:27 UTC GrantCommon Stock 82 Not disclosed Not disclosed
Disclosure

SEC source: 0001562180-19-001693 · primarydocument.xml · nonDerivative · entry 2

DONAHUE MICHAEL J · CIK 0001206878 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 16,214

F2 · price: Received in exchange for 275 shares of Restricted Stock of Beneficial in connection with the Merger. At the Effective Time, each award in respect of a share of Beneficial common stock subject to vesting, repurchase or other lapse restriction granted under a Beneficial stock plan other than a stock option (a "Beneficial Restricted Stock Award") fully vested (with any applicable performance-based vesting conditions applicable to such Beneficial Restricted Stock Award deemed to have been fully achieved) and canceled and converted into the right to receive the Merger Consideration. On February 28, 2019, the last trading day before the Effective Time, the closing price of Beneficial's common stock was $16.12 per share and the closing price of WSFS' common stock was $43.28 per share. All fractional share holdings were paid in cash.

F3 · ownership.direct: In connection with the Merger, shares of Restricted Stock previously held in trust for the benefit of Mr. Donahue will be converted into shares of WSFS common stock, to be held directly by him.

Read SEC document
March 01, 2019 Filed Mar 5, 2019 21:27 UTC GrantCommon Stock 16,132 Not disclosed Not disclosed
Disclosure

SEC source: 0001562180-19-001693 · primarydocument.xml · nonDerivative · entry 1

DONAHUE MICHAEL J · CIK 0001206878 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 16,132

F1 · price: Received in exchange for 53,544 shares of Beneficial Bancorp, Inc. ("Beneficial") common stock in connection with the merger of Beneficial with and into WSFS Financial Corporation ("WSFS") effective March 1, 2019 (the "Merger"). At the effective time of the Merger at 12:01 a.m. on March 1, 2019 (the "Effective Time"), each outstanding share of Beneficial common stock converted into the right to receive 0.3013 shares of WSFS common stock and $2.93 in cash (the "Merger Consideration"). On February 28, 2019, the last trading day before the Effective Time, the closing price of Beneficial's common stock was $16.12 per share and the closing price of WSFS' common stock was $43.28 per share. All fractional share holdings were paid in cash.

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February 28, 2019 Filed Mar 5, 2019 00:42 UTC
LEVENSON RODGERPresident & CEO
GrantStock Options (Right to buy) · Derivative 12,991 $0.00 Strike: $43.28 $0.00
Disclosure

SEC source: 0001562180-19-001619 · primarydocument.xml · derivative · entry 4

LEVENSON RODGER · CIK 0001380904 · President & CEO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 12,991

Underlying: Common Stock · 12,991 shares

Expires 2026-02-28

F1 · shares: 4 year vest (25% increments) with first vesting date of 4/15/2020 and final vesting date of 4/15/2023

F1 · derivative.exercise_date: 4 year vest (25% increments) with first vesting date of 4/15/2020 and final vesting date of 4/15/2023

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February 28, 2019 Filed Mar 5, 2019 00:42 UTC
LEVENSON RODGERPresident & CEO
GrantCommon Stock 1,678 $0.00 $0.00
Disclosure

SEC source: 0001562180-19-001619 · primarydocument.xml · nonDerivative · entry 2

LEVENSON RODGER · CIK 0001380904 · President & CEO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 50,576

F2 · kind: 2 year vest (50% increments) with first vesting date on February 28, 2020 and final vesting date on February 28, 2021

F2 · shares: 2 year vest (50% increments) with first vesting date on February 28, 2020 and final vesting date on February 28, 2021

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February 28, 2019 Filed Mar 5, 2019 00:42 UTC
LEVENSON RODGERPresident & CEO
GrantCommon Stock 3,077 $0.00 $0.00
Disclosure

SEC source: 0001562180-19-001619 · primarydocument.xml · nonDerivative · entry 1

LEVENSON RODGER · CIK 0001380904 · President & CEO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 48,898

F1 · kind: 4 year vest (25% increments) with first vesting date of 4/15/2020 and final vesting date of 4/15/2023

F1 · shares: 4 year vest (25% increments) with first vesting date of 4/15/2020 and final vesting date of 4/15/2023

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February 28, 2019 Filed Mar 5, 2019 00:19 UTC GrantStock Options (Right to buy) · Derivative 9,924 $0.00 Strike: $43.28 $0.00
Disclosure

SEC source: 0001562180-19-001616 · primarydocument.xml · derivative · entry 4

WRIGHT RICHARD · CIK 0001271797 · EVP

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 9,924

Underlying: Common Stock · 9,924 shares

Expires 2026-02-28

F1 · shares: 4 year vest (25% increments) with first vesting date of 4/15/2020 and final vesting date of 4/15/2023

F1 · derivative.exercise_date: 4 year vest (25% increments) with first vesting date of 4/15/2020 and final vesting date of 4/15/2023

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February 28, 2019 Filed Mar 5, 2019 00:19 UTC GrantCommon Stock 1,282 $0.00 $0.00
Disclosure

SEC source: 0001562180-19-001616 · primarydocument.xml · nonDerivative · entry 2

WRIGHT RICHARD · CIK 0001271797 · EVP

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 48,897

F2 · kind: 2 year vest (50% increments) with first vesting date on February 28, 2020 and final vesting date on February 28, 2021

F2 · shares: 2 year vest (50% increments) with first vesting date on February 28, 2020 and final vesting date on February 28, 2021

Read SEC document
February 28, 2019 Filed Mar 5, 2019 00:19 UTC GrantCommon Stock 2,350 $0.00 $0.00
Disclosure

SEC source: 0001562180-19-001616 · primarydocument.xml · nonDerivative · entry 1

WRIGHT RICHARD · CIK 0001271797 · EVP

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 47,615

F1 · kind: 4 year vest (25% increments) with first vesting date of 4/15/2020 and final vesting date of 4/15/2023

F1 · shares: 4 year vest (25% increments) with first vesting date of 4/15/2020 and final vesting date of 4/15/2023

Read SEC document
February 28, 2019 Filed Mar 5, 2019 00:25 UTC GrantStock Options (Right to buy) · Derivative 27,906 $0.00 Strike: $43.28 $0.00
Disclosure

SEC source: 0001562180-19-001618 · primarydocument.xml · derivative · entry 5

TURNER MARK A · CIK 0001228135 · CEO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 27,906

Underlying: Common Stock · 27,906 shares

Expires 2026-02-28

F1 · shares: 4 year vest (25% increments) with first vesting date of 4/15/2020 and final vesting date of 4/15/2023

F1 · derivative.exercise_date: 4 year vest (25% increments) with first vesting date of 4/15/2020 and final vesting date of 4/15/2023

Read SEC document
February 28, 2019 Filed Mar 5, 2019 00:25 UTC GrantCommon Stock 2,625 $0.00 $0.00
Disclosure

SEC source: 0001562180-19-001618 · primarydocument.xml · nonDerivative · entry 2

TURNER MARK A · CIK 0001228135 · CEO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 140,870

F2 · kind: 2 year vest (50% increments) with first vesting date on February 28, 2020 and final vesting date on February 28, 2021

F2 · shares: 2 year vest (50% increments) with first vesting date on February 28, 2020 and final vesting date on February 28, 2021

Read SEC document
February 28, 2019 Filed Mar 5, 2019 00:25 UTC GrantCommon Stock 6,609 $0.00 $0.00
Disclosure

SEC source: 0001562180-19-001618 · primarydocument.xml · nonDerivative · entry 1

TURNER MARK A · CIK 0001228135 · CEO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 138,245

F1 · kind: 4 year vest (25% increments) with first vesting date of 4/15/2020 and final vesting date of 4/15/2023

F1 · shares: 4 year vest (25% increments) with first vesting date of 4/15/2020 and final vesting date of 4/15/2023

Read SEC document
February 28, 2019 Filed Mar 5, 2019 00:15 UTC
Ward Patrick JosephExecutive Vice President
GrantStock Options (Right to buy) · Derivative 8,966 $0.00 Strike: $43.28 $0.00
Disclosure

SEC source: 0001562180-19-001615 · primarydocument.xml · derivative · entry 4

Ward Patrick Joseph · CIK 0001682177 · Executive Vice President

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 8,966

Underlying: Common Stock · 8,966 shares

Expires 2026-02-28

F1 · shares: 4 year vest (25% increments) with first vesting date of 4/15/2020 and final vesting date of 4/15/2023

F1 · derivative.exercise_date: 4 year vest (25% increments) with first vesting date of 4/15/2020 and final vesting date of 4/15/2023

Read SEC document
February 28, 2019 Filed Mar 5, 2019 00:15 UTC
Ward Patrick JosephExecutive Vice President
GrantCommon Stock 1,158 $0.00 $0.00
Disclosure

SEC source: 0001562180-19-001615 · primarydocument.xml · nonDerivative · entry 2

Ward Patrick Joseph · CIK 0001682177 · Executive Vice President

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 102,415

F2 · kind: 2 year vest (50% increments) with first vesting date on February 28, 2020 and final vesting date on February 28, 2021

F2 · shares: 2 year vest (50% increments) with first vesting date on February 28, 2020 and final vesting date on February 28, 2021

Read SEC document
February 28, 2019 Filed Mar 5, 2019 00:15 UTC
Ward Patrick JosephExecutive Vice President
GrantCommon Stock 2,123 $0.00 $0.00
Disclosure

SEC source: 0001562180-19-001615 · primarydocument.xml · nonDerivative · entry 1

Ward Patrick Joseph · CIK 0001682177 · Executive Vice President

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 101,257

F1 · kind: 4 year vest (25% increments) with first vesting date of 4/15/2020 and final vesting date of 4/15/2023

F1 · shares: 4 year vest (25% increments) with first vesting date of 4/15/2020 and final vesting date of 4/15/2023

Read SEC document
February 28, 2019 Filed Mar 5, 2019 00:09 UTC GrantStock Options (Right to buy) · Derivative 7,713 $0.00 Strike: $43.28 $0.00
Disclosure

SEC source: 0001562180-19-001609 · primarydocument.xml · derivative · entry 4

GREENPLATE PAUL S · CIK 0001703131 · EVP

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 7,713

Underlying: Common Stock · 7,713 shares

Expires 2026-02-26

F1 · shares: 4 year vest (25% increments) with first vesting date of 4/15/2020 and final vesting date of 4/15/2023

F1 · derivative.exercise_date: 4 year vest (25% increments) with first vesting date of 4/15/2020 and final vesting date of 4/15/2023

Read SEC document

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