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
| Month | Purchases | Sales |
|---|---|---|
| Nov 2025 | 0 | 0 |
| Dec 2025 | 0 | 0 |
| Jan 2026 | 0 | 0 |
| Feb 2026 | 0 | 5 |
| Mar 2026 | 0 | 0 |
| Apr 2026 | 0 | 0 |
| May 2026 | 0 | 0 |
| Jun 2026 | 0 | 2 |
| Jul 2026 | 0 | 1 |
| Aug 2026 | 0 | 0 |
| Sep 2026 | 0 | 1 |
| Oct 2026 | 0 | 0 |
Latest available
Insider transactions
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 date | Owner / reported role | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| April 26, 2019 Filed Apr 26, 2019 21:57 UTC |
TURNER MARK ADirector
|
SaleCommon Stock | 69,119 | $42.79 | $2,957,602.01 |
DisclosureSEC 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 |
TURNER MARK ADirector
|
Exercise / conversionCommon Stock | 69,119 | $16.51 | $1,140,926.60 |
DisclosureSEC 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 |
TURNER MARK ADirector
|
Exercise / conversionStock Options (Right to buy) · Derivative | 27,035 | $0.00 Strike: $16.51 | $0.00 |
DisclosureSEC 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 |
TURNER MARK ADirector
|
SaleCommon Stock | 27,035 | $42.78 | $1,156,557.30 |
DisclosureSEC 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 |
TURNER MARK ADirector
|
Exercise / conversionCommon Stock | 27,035 | $16.51 | $446,258.63 |
DisclosureSEC 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 |
TURNER MARK ADirector
|
Exercise / conversionStock Options (Right to buy) · Derivative | 43,826 | $0.00 Strike: $16.51 | $0.00 |
DisclosureSEC 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 |
TURNER MARK ADirector
|
SaleCommon Stock | 43,826 | $42.99 | $1,884,079.74 |
DisclosureSEC 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 |
TURNER MARK ADirector
|
Exercise / conversionCommon Stock | 43,826 | $16.51 | $723,422.63 |
DisclosureSEC 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 |
TURNER MARK ADirector
|
Exercise / conversionStock Options (Right to buy) · Derivative | 21,910 | $0.00 Strike: $16.51 | $0.00 |
DisclosureSEC 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 |
TURNER MARK ADirector
|
SaleCommon Stock | 21,910 | $42.58 | $932,883.98 |
DisclosureSEC 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 |
TURNER MARK ADirector
|
Exercise / conversionCommon Stock | 21,910 | $16.51 | $361,661.80 |
DisclosureSEC 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 |
TURNER MARK ADirector
|
Exercise / conversionStock Options (Right to buy) · Derivative | 300 | $42.50 Strike: $16.51 | $12,750.00 |
DisclosureSEC 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 |
TURNER MARK ADirector
|
SaleCommon Stock | 300 | $42.50 | $12,750.00 |
DisclosureSEC 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 |
TURNER MARK ADirector
|
Exercise / conversionCommon Stock | 300 | $16.51 | $4,952.01 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
TURNER MARK ADirector
|
Tax withholdingCommon Stock | 537 | $40.98 | $22,006.26 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
Canuso Dominic CEVP & CFO
|
Tax withholdingCommon Stock | 213 | $40.98 | $8,728.74 |
DisclosureSEC 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 |
DisclosureSEC 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 |
TURNER MARK ADirector
|
Exercise / conversionStock Options (Right to buy) · Derivative | 14,335 | $0.00 Strike: $16.51 | $0.00 |
DisclosureSEC 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 |
TURNER MARK ADirector
|
SaleCommon Stock | 14,335 | $45.02 | $645,361.70 |
DisclosureSEC 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 |
TURNER MARK ADirector
|
Exercise / conversionCommon Stock | 14,335 | $16.51 | $236,623.54 |
DisclosureSEC 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 |
Buchholz Karen DoughertyDirector
|
GrantCommon Stock | 21,326 | Not disclosed | Not disclosed |
DisclosureSEC 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 |
Cuddy Gerard PDirector
|
GrantCommon Stock | 9,365 | Not disclosed | Not disclosed |
DisclosureSEC 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 |
Cuddy Gerard PDirector
|
GrantCommon Stock | 6,985 | Not disclosed | Not disclosed |
DisclosureSEC 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 |
Cuddy Gerard PDirector
|
GrantCommon Stock | 6,750 | Not disclosed | Not disclosed |
DisclosureSEC 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 |
Cuddy Gerard PDirector
|
GrantCommon Stock | 5,017 | Not disclosed | Not disclosed |
DisclosureSEC 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 |
Cuddy Gerard PDirector
|
GrantCommon Stock | 50,015 | Not disclosed | Not disclosed |
DisclosureSEC 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 |
Cuddy Gerard PDirector
|
GrantCommon Stock | 4,218 | Not disclosed | Not disclosed |
DisclosureSEC 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 |
Cuddy Gerard PDirector
|
GrantCommon Stock | 1,868 | Not disclosed | Not disclosed |
DisclosureSEC 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 |
Cuddy Gerard PDirector
|
GrantCommon Stock | 16,779 | Not disclosed | Not disclosed |
DisclosureSEC 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 |
DONAHUE MICHAEL JDirector
|
GrantCommon Stock | 82 | Not disclosed | Not disclosed |
DisclosureSEC 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 |
DONAHUE MICHAEL JDirector
|
GrantCommon Stock | 16,132 | Not disclosed | Not disclosed |
DisclosureSEC 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. Read SEC document |
| 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 |
DisclosureSEC 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 Read SEC document |
| February 28, 2019 Filed Mar 5, 2019 00:42 UTC |
LEVENSON RODGERPresident & CEO
|
GrantCommon Stock | 1,678 | $0.00 | $0.00 |
DisclosureSEC 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 Read SEC document |
| February 28, 2019 Filed Mar 5, 2019 00:42 UTC |
LEVENSON RODGERPresident & CEO
|
GrantCommon Stock | 3,077 | $0.00 | $0.00 |
DisclosureSEC 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 Read SEC document |
| 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 |
DisclosureSEC 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 Read SEC document |
|
| February 28, 2019 Filed Mar 5, 2019 00:19 UTC | GrantCommon Stock | 1,282 | $0.00 | $0.00 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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.