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 |
|---|---|---|---|---|---|---|
| August 08, 2025 Filed Aug 12, 2025 20:17 UTC |
DONAHUE MICHAEL JDirector
|
GrantCommon Stock | 1,123 | $53.47 | $60,046.81 |
DisclosureSEC source: 0001562180-25-005718 · primarydocument.xml · nonDerivative · entry 1 DONAHUE MICHAEL J · CIK 0001206878 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,819 Read SEC document |
| August 08, 2025 Filed Aug 12, 2025 20:16 UTC |
Buchholz Karen DoughertyDirector
|
GrantCommon Stock | 1,123 | $53.47 | $60,046.81 |
DisclosureSEC source: 0001562180-25-005716 · primarydocument.xml · nonDerivative · entry 1 Buchholz Karen Dougherty · CIK 0001477523 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 28,718 Read SEC document |
| August 08, 2025 Filed Aug 12, 2025 20:15 UTC |
BIRD ANATDirector
|
GrantCommon Stock | 1,123 | $53.47 | $60,046.81 |
DisclosureSEC source: 0001562180-25-005714 · primarydocument.xml · nonDerivative · entry 1 BIRD ANAT · CIK 0001016246 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 25,888 Read SEC document |
| August 08, 2025 Filed Aug 12, 2025 20:16 UTC |
Brake Francis B.Director
|
GrantCommon Stock | 1,123 | $53.47 | $60,046.81 |
DisclosureSEC source: 0001562180-25-005715 · primarydocument.xml · nonDerivative · entry 1 Brake Francis B. · CIK 0001607605 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 20,389 Read SEC document |
| April 15, 2025 Filed Apr 17, 2025 21:22 UTC |
Wechsler James JEVP Chief Comm'l Banking Ofc
|
Tax withholdingCommon Stock | 32 | $47.26 | $1,512.32 |
DisclosureSEC source: 0001562180-25-003206 · primarydocument.xml · nonDerivative · entry 5 Wechsler James J · CIK 0002051553 · EVP Chief Comm'l Banking Ofc 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,227 F1 · shares: Represents shares withheld to cover taxes due on vested restricted stock units. Read SEC document |
| April 15, 2025 Filed Apr 17, 2025 21:22 UTC |
Wechsler James JEVP Chief Comm'l Banking Ofc
|
Tax withholdingCommon Stock | 46 | $47.26 | $2,173.96 |
DisclosureSEC source: 0001562180-25-003206 · primarydocument.xml · nonDerivative · entry 4 Wechsler James J · CIK 0002051553 · EVP Chief Comm'l Banking Ofc 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,259 F1 · shares: Represents shares withheld to cover taxes due on vested restricted stock units. Read SEC document |
| April 15, 2025 Filed Apr 17, 2025 21:22 UTC |
Wechsler James JEVP Chief Comm'l Banking Ofc
|
Tax withholdingCommon Stock | 202 | $47.26 | $9,546.52 |
DisclosureSEC source: 0001562180-25-003206 · primarydocument.xml · nonDerivative · entry 3 Wechsler James J · CIK 0002051553 · EVP Chief Comm'l Banking Ofc 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,305 F1 · shares: Represents shares withheld to cover taxes due on vested restricted stock units. Read SEC document |
| April 15, 2025 Filed Apr 17, 2025 21:22 UTC |
Wechsler James JEVP Chief Comm'l Banking Ofc
|
Tax withholdingCommon Stock | 91 | $47.26 | $4,300.66 |
DisclosureSEC source: 0001562180-25-003206 · primarydocument.xml · nonDerivative · entry 2 Wechsler James J · CIK 0002051553 · EVP Chief Comm'l Banking Ofc 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,507 F1 · shares: Represents shares withheld to cover taxes due on vested restricted stock units. Read SEC document |
| April 15, 2025 Filed Apr 17, 2025 21:22 UTC |
Wechsler James JEVP Chief Comm'l Banking Ofc
|
Tax withholdingCommon Stock | 119 | $47.26 | $5,623.94 |
DisclosureSEC source: 0001562180-25-003206 · primarydocument.xml · nonDerivative · entry 1 Wechsler James J · CIK 0002051553 · EVP Chief Comm'l Banking Ofc 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,598 F1 · shares: Represents shares withheld to cover taxes due on vested restricted stock units. Read SEC document |
| April 15, 2025 Filed Apr 17, 2025 21:23 UTC |
Hopkins Jamie PatrickExecutive Vice President
|
Tax withholdingCommon Stock | 392 | $47.26 | $18,525.92 |
DisclosureSEC source: 0001562180-25-003207 · primarydocument.xml · nonDerivative · entry 1 Hopkins Jamie Patrick · CIK 0002033915 · Executive Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 14,837 F1 · shares: Represents shares withheld to cover taxes due on vested restricted stock units. Read SEC document |
| April 15, 2025 Filed Apr 17, 2025 21:22 UTC |
LEVENSON RODGERPresident & CEO
|
Tax withholdingCommon Stock | 2,157 | $47.26 | $101,939.82 |
DisclosureSEC source: 0001562180-25-003205 · primarydocument.xml · nonDerivative · entry 4 LEVENSON RODGER · CIK 0001380904 · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 163,283 F1 · shares: Represents shares withheld to cover taxes due on vested restricted stock units. Read SEC document |
| April 15, 2025 Filed Apr 17, 2025 21:22 UTC |
LEVENSON RODGERPresident & CEO
|
Tax withholdingCommon Stock | 2,182 | $47.26 | $103,121.32 |
DisclosureSEC source: 0001562180-25-003205 · primarydocument.xml · nonDerivative · entry 3 LEVENSON RODGER · CIK 0001380904 · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 165,440 F1 · shares: Represents shares withheld to cover taxes due on vested restricted stock units. Read SEC document |
| April 15, 2025 Filed Apr 17, 2025 21:22 UTC |
LEVENSON RODGERPresident & CEO
|
Tax withholdingCommon Stock | 2,765 | $47.26 | $130,673.90 |
DisclosureSEC source: 0001562180-25-003205 · primarydocument.xml · nonDerivative · entry 2 LEVENSON RODGER · CIK 0001380904 · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 167,622 F1 · shares: Represents shares withheld to cover taxes due on vested restricted stock units. Read SEC document |
| April 15, 2025 Filed Apr 17, 2025 21:22 UTC |
LEVENSON RODGERPresident & CEO
|
Tax withholdingCommon Stock | 1,040 | $47.26 | $49,150.40 |
DisclosureSEC source: 0001562180-25-003205 · primarydocument.xml · nonDerivative · entry 1 LEVENSON RODGER · CIK 0001380904 · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 170,387 F1 · shares: Represents shares withheld to cover taxes due on vested restricted stock units. Read SEC document |
| April 15, 2025 Filed Apr 17, 2025 21:22 UTC |
Davis Christine ElizabethEVP, Chief Risk Officer
|
Tax withholdingCommon Stock | 209 | $47.26 | $9,877.34 |
DisclosureSEC source: 0001562180-25-003204 · primarydocument.xml · nonDerivative · entry 5 Davis Christine Elizabeth · CIK 0001928757 · EVP, Chief Risk Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,678 F1 · shares: Represents shares withheld to cover taxes due on vested restricted stock units. Read SEC document |
| April 15, 2025 Filed Apr 17, 2025 21:22 UTC |
Davis Christine ElizabethEVP, Chief Risk Officer
|
Tax withholdingCommon Stock | 54 | $47.26 | $2,552.04 |
DisclosureSEC source: 0001562180-25-003204 · primarydocument.xml · nonDerivative · entry 4 Davis Christine Elizabeth · CIK 0001928757 · EVP, Chief Risk Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,887 F1 · shares: Represents shares withheld to cover taxes due on vested restricted stock units. Read SEC document |
| April 15, 2025 Filed Apr 17, 2025 21:22 UTC |
Davis Christine ElizabethEVP, Chief Risk Officer
|
Tax withholdingCommon Stock | 266 | $47.26 | $12,571.16 |
DisclosureSEC source: 0001562180-25-003204 · primarydocument.xml · nonDerivative · entry 3 Davis Christine Elizabeth · CIK 0001928757 · EVP, Chief Risk Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,941 F1 · shares: Represents shares withheld to cover taxes due on vested restricted stock units. Read SEC document |
| April 15, 2025 Filed Apr 17, 2025 21:22 UTC |
Davis Christine ElizabethEVP, Chief Risk Officer
|
Tax withholdingCommon Stock | 202 | $47.26 | $9,546.52 |
DisclosureSEC source: 0001562180-25-003204 · primarydocument.xml · nonDerivative · entry 2 Davis Christine Elizabeth · CIK 0001928757 · EVP, Chief Risk Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,207 F1 · shares: Represents shares withheld to cover taxes due on vested restricted stock units. Read SEC document |
| April 15, 2025 Filed Apr 17, 2025 21:22 UTC |
Davis Christine ElizabethEVP, Chief Risk Officer
|
Tax withholdingCommon Stock | 40 | $47.26 | $1,890.40 |
DisclosureSEC source: 0001562180-25-003204 · primarydocument.xml · nonDerivative · entry 1 Davis Christine Elizabeth · CIK 0001928757 · EVP, Chief Risk Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,409 F1 · shares: Represents shares withheld to cover taxes due on vested restricted stock units. Read SEC document |
| April 15, 2025 Filed Apr 17, 2025 21:21 UTC |
BRUBAKER LISA MEVP, CHRO
|
Tax withholdingCommon Stock | 408 | $47.26 | $19,282.08 |
DisclosureSEC source: 0001562180-25-003203 · primarydocument.xml · nonDerivative · entry 4 BRUBAKER LISA M · CIK 0001739974 · EVP, CHRO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 42,897 F1 · shares: Represents shares withheld to cover taxes due on vested restricted stock units. Read SEC document |
| April 15, 2025 Filed Apr 17, 2025 21:21 UTC |
BRUBAKER LISA MEVP, CHRO
|
Tax withholdingCommon Stock | 294 | $47.26 | $13,894.44 |
DisclosureSEC source: 0001562180-25-003203 · primarydocument.xml · nonDerivative · entry 3 BRUBAKER LISA M · CIK 0001739974 · EVP, CHRO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 43,305 F1 · shares: Represents shares withheld to cover taxes due on vested restricted stock units. Read SEC document |
| April 15, 2025 Filed Apr 17, 2025 21:21 UTC |
BRUBAKER LISA MEVP, CHRO
|
Tax withholdingCommon Stock | 186 | $47.26 | $8,790.36 |
DisclosureSEC source: 0001562180-25-003203 · primarydocument.xml · nonDerivative · entry 2 BRUBAKER LISA M · CIK 0001739974 · EVP, CHRO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 43,599 F1 · shares: Represents shares withheld to cover taxes due on vested restricted stock units. Read SEC document |
| April 15, 2025 Filed Apr 17, 2025 21:21 UTC |
BRUBAKER LISA MEVP, CHRO
|
Tax withholdingCommon Stock | 244 | $47.26 | $11,531.44 |
DisclosureSEC source: 0001562180-25-003203 · primarydocument.xml · nonDerivative · entry 1 BRUBAKER LISA M · CIK 0001739974 · EVP, CHRO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 43,785 F1 · shares: Represents shares withheld to cover taxes due on vested restricted stock units. Read SEC document |
| April 15, 2025 Filed Apr 17, 2025 21:21 UTC |
Kruzinski ShariEVP, Chief Consumer Bk Officer
|
Tax withholdingCommon Stock | 237 | $47.26 | $11,200.62 |
DisclosureSEC source: 0001562180-25-003202 · primarydocument.xml · nonDerivative · entry 4 Kruzinski Shari · CIK 0001928413 · EVP, Chief Consumer Bk Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,740 F1 · shares: Represents shares withheld to cover taxes due on vested restricted stock units. Read SEC document |
| April 15, 2025 Filed Apr 17, 2025 21:21 UTC |
Kruzinski ShariEVP, Chief Consumer Bk Officer
|
Tax withholdingCommon Stock | 340 | $47.26 | $16,068.40 |
DisclosureSEC source: 0001562180-25-003202 · primarydocument.xml · nonDerivative · entry 3 Kruzinski Shari · CIK 0001928413 · EVP, Chief Consumer Bk Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,977 F1 · shares: Represents shares withheld to cover taxes due on vested restricted stock units. Read SEC document |
| April 15, 2025 Filed Apr 17, 2025 21:21 UTC |
Kruzinski ShariEVP, Chief Consumer Bk Officer
|
Tax withholdingCommon Stock | 285 | $47.26 | $13,469.10 |
DisclosureSEC source: 0001562180-25-003202 · primarydocument.xml · nonDerivative · entry 2 Kruzinski Shari · CIK 0001928413 · EVP, Chief Consumer Bk Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 16,317 F1 · shares: Represents shares withheld to cover taxes due on vested restricted stock units. Read SEC document |
| April 15, 2025 Filed Apr 17, 2025 21:21 UTC |
Kruzinski ShariEVP, Chief Consumer Bk Officer
|
Tax withholdingCommon Stock | 86 | $47.26 | $4,064.36 |
DisclosureSEC source: 0001562180-25-003202 · primarydocument.xml · nonDerivative · entry 1 Kruzinski Shari · CIK 0001928413 · EVP, Chief Consumer Bk Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 16,602 F1 · shares: Represents shares withheld to cover taxes due on vested restricted stock units. Read SEC document |
| April 15, 2025 Filed Apr 17, 2025 21:21 UTC |
BACCI ARTHUR JExecutive Vice President
|
Tax withholdingCommon Stock | 587 | $47.26 | $27,741.62 |
DisclosureSEC source: 0001562180-25-003201 · primarydocument.xml · nonDerivative · entry 4 BACCI ARTHUR J · CIK 0001075511 · Executive Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 26,366 F1 · shares: Represents shares withheld to cover taxes due on vested restricted stock units Read SEC document |
| April 15, 2025 Filed Apr 17, 2025 21:21 UTC |
BACCI ARTHUR JExecutive Vice President
|
Tax withholdingCommon Stock | 355 | $47.26 | $16,777.30 |
DisclosureSEC source: 0001562180-25-003201 · primarydocument.xml · nonDerivative · entry 3 BACCI ARTHUR J · CIK 0001075511 · Executive Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 26,953 F1 · shares: Represents shares withheld to cover taxes due on vested restricted stock units Read SEC document |
| April 15, 2025 Filed Apr 17, 2025 21:21 UTC |
BACCI ARTHUR JExecutive Vice President
|
Tax withholdingCommon Stock | 429 | $47.26 | $20,274.54 |
DisclosureSEC source: 0001562180-25-003201 · primarydocument.xml · nonDerivative · entry 2 BACCI ARTHUR J · CIK 0001075511 · Executive Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 27,308 F1 · shares: Represents shares withheld to cover taxes due on vested restricted stock units Read SEC document |
| April 15, 2025 Filed Apr 17, 2025 21:21 UTC |
BACCI ARTHUR JExecutive Vice President
|
Tax withholdingCommon Stock | 280 | $47.26 | $13,232.80 |
DisclosureSEC source: 0001562180-25-003201 · primarydocument.xml · nonDerivative · entry 1 BACCI ARTHUR J · CIK 0001075511 · Executive Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 27,737 F1 · shares: Represents shares withheld to cover taxes due on vested restricted stock units Read SEC document |
| March 15, 2025 Filed Mar 18, 2025 21:47 UTC |
Kruzinski ShariEVP, Chief Consumer Bk Officer
|
Tax withholdingCommon Stock | 200 | $52.00 | $10,400.00 |
DisclosureSEC source: 0001562180-25-002552 · primarydocument.xml · nonDerivative · entry 1 Kruzinski Shari · CIK 0001928413 · EVP, Chief Consumer Bk Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 16,688 F1 · shares: Represents shares withheld to cover taxes due on vested restricted stock units Read SEC document |
| March 15, 2025 Filed Mar 18, 2025 21:48 UTC |
Wechsler James JEVP Chief Comm'l Banking Ofc
|
Tax withholdingCommon Stock | 187 | $52.00 | $9,724.00 |
DisclosureSEC source: 0001562180-25-002553 · primarydocument.xml · nonDerivative · entry 1 Wechsler James J · CIK 0002051553 · EVP Chief Comm'l Banking Ofc 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,717 F1 · shares: Represents shares withheld to cover taxes due on vested restricted stock units Read SEC document |
| March 15, 2025 Filed Mar 18, 2025 21:47 UTC |
BRUBAKER LISA MEVP, CHRO
|
Tax withholdingCommon Stock | 289 | $52.00 | $15,028.00 |
DisclosureSEC source: 0001562180-25-002551 · primarydocument.xml · nonDerivative · entry 1 BRUBAKER LISA M · CIK 0001739974 · EVP, CHRO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 44,029 F1 · shares: Represents shares withheld to cover taxes due on vested restricted stock units Read SEC document |
| March 15, 2025 Filed Mar 18, 2025 21:47 UTC |
BACCI ARTHUR JExecutive Vice President
|
Tax withholdingCommon Stock | 467 | $52.00 | $24,284.00 |
DisclosureSEC source: 0001562180-25-002550 · primarydocument.xml · nonDerivative · entry 1 BACCI ARTHUR J · CIK 0001075511 · Executive Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 28,017 F1 · shares: Represents shares withheld to cover taxes due on vested restricted stock units Read SEC document |
| March 15, 2025 Filed Mar 18, 2025 21:47 UTC |
LEVENSON RODGERPresident & CEO
|
Tax withholdingCommon Stock | 2,127 | $52.00 | $110,604.00 |
DisclosureSEC source: 0001562180-25-002549 · primarydocument.xml · nonDerivative · entry 1 LEVENSON RODGER · CIK 0001380904 · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 171,427 F1 · shares: Represents shares withheld to cover taxes due on vested restricted stock units Read SEC document |
| February 27, 2025 Filed Mar 4, 2025 00:25 UTC |
Hopkins Jamie PatrickExecutive Vice President
|
GrantCommon Stock | 5,086 | $53.49 | $272,050.14 |
DisclosureSEC source: 0001562180-25-001887 · primarydocument.xml · nonDerivative · entry 1 Hopkins Jamie Patrick · CIK 0002033915 · Executive Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,229 F1 · shares: 3 year vest (33% increments) with first vesting date of 4/15/2026 and final vesting date of 4/15/2028. F2 · balance_after: Does not include performance-based RSUs, if any, held by the Reporting Person for which an assessment has not yet been made regarding the achievement of the applicable performance goals. Any such holding will be reported on a Form 4 within two business days of that date such assessment is made. Read SEC document |
| February 27, 2025 Filed Mar 4, 2025 00:25 UTC |
Burg DavidExecutive Vice President
|
GrantCommon Stock | 3,048 | $53.49 | $163,037.52 |
DisclosureSEC source: 0001562180-25-001886 · primarydocument.xml · nonDerivative · entry 1 Burg David · CIK 0002034144 · Executive Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 30,733 F1 · shares: 3 year vest (33% increments) with first vesting date of 4/15/2026 and final vesting date of 4/15/2028. F2 · balance_after: Does not include performance-based RSUs, if any, held by the Reporting Person for which an assessment has not yet been made regarding the achievement of the applicable performance goals. Any such holding will be reported on a Form 4 within two business days of that date such assessment is made. Read SEC document |
| February 27, 2025 Filed Mar 4, 2025 00:25 UTC |
Davis Christine ElizabethEVP, Chief Risk Officer
|
GrantCommon Stock | 2,163 | $53.49 | $115,698.87 |
DisclosureSEC source: 0001562180-25-001885 · primarydocument.xml · nonDerivative · entry 1 Davis Christine Elizabeth · CIK 0001928757 · EVP, Chief Risk Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,449 F1 · shares: 3 year vest (33% increments) with first vesting date of 4/15/2026 and final vesting date of 4/15/2028. F2 · balance_after: Does not include performance-based RSUs, if any, held by the Reporting Person for which an assessment has not yet been made regarding the achievement of the applicable performance goals. Any such holding will be reported on a Form 4 within two business days of that date such assessment is made. Read SEC document |
| February 27, 2025 Filed Mar 4, 2025 00:25 UTC |
Kruzinski ShariEVP, Chief Customer Officer
|
Tax withholdingCommon Stock | 1,541 | $53.49 | $82,428.09 |
DisclosureSEC source: 0001562180-25-001884 · primarydocument.xml · nonDerivative · entry 3 Kruzinski Shari · CIK 0001928413 · EVP, Chief Customer Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 16,888 F3 · shares: Represents shares withheld to cover taxes due on vested PSUs. F4 · balance_after: Does not include PSUs, if any, held by the Reporting Person for which an assessment has not yet been made regarding the achievement of the applicable performance goals. Any such holding will be reported on a Form 4 within two business days of that date such assessment is made. Read SEC document |
| February 27, 2025 Filed Mar 4, 2025 00:25 UTC |
Kruzinski ShariEVP, Chief Customer Officer
|
GrantCommon Stock | 4,775 | $53.49 | $255,414.75 |
DisclosureSEC source: 0001562180-25-001884 · primarydocument.xml · nonDerivative · entry 2 Kruzinski Shari · CIK 0001928413 · EVP, Chief Customer Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 18,429 F2 · shares: On February 27, 2025, the Reporting Person achieved a performance level of 78% on an award of performance-based restricted share units ("PSUs") issued on February 24, 2022. This performance level represents the final determination of the PSUs during the three-year period ended December 31, 2024. Each PSU represents one share of WSFS Financial Corporation common stock. Read SEC document |
| February 27, 2025 Filed Mar 4, 2025 00:25 UTC |
Kruzinski ShariEVP, Chief Customer Officer
|
GrantCommon Stock | 2,168 | $53.49 | $115,966.32 |
DisclosureSEC source: 0001562180-25-001884 · primarydocument.xml · nonDerivative · entry 1 Kruzinski Shari · CIK 0001928413 · EVP, Chief Customer Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,654 F1 · shares: 3 year vest (33% increments) with first vesting date of 4/15/2026 and final vesting date of 4/15/2028. Read SEC document |
| February 27, 2025 Filed Mar 4, 2025 00:24 UTC |
LEVENSON RODGERPresident & CEO
|
Tax withholdingCommon Stock | 14,690 | $53.49 | $785,768.10 |
DisclosureSEC source: 0001562180-25-001883 · primarydocument.xml · nonDerivative · entry 3 LEVENSON RODGER · CIK 0001380904 · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 173,554 F3 · shares: Represents shares withheld to cover taxes due on vested PSUs. F4 · balance_after: Does not include PSUs, if any, held by the Reporting Person for which an assessment has not yet been made regarding the achievement of the applicable performance goals. Any such holding will be reported on a Form 4 within two business days of that date such assessment is made. Read SEC document |
| February 27, 2025 Filed Mar 4, 2025 00:24 UTC |
LEVENSON RODGERPresident & CEO
|
GrantCommon Stock | 31,122 | $53.49 | $1,664,715.78 |
DisclosureSEC source: 0001562180-25-001883 · primarydocument.xml · nonDerivative · entry 2 LEVENSON RODGER · CIK 0001380904 · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 188,244 F2 · shares: On February 27, 2025, the Reporting Person achieved a performance level of 78% on an award of performance-based restricted share units ("PSUs") issued on February 24, 2022. This performance level represents the final determination of the PSUs during the three-year period ended December 31, 2024. Each PSU represents one share of WSFS Financial Corporation common stock. Read SEC document |
| February 27, 2025 Filed Mar 4, 2025 00:24 UTC |
LEVENSON RODGERPresident & CEO
|
GrantCommon Stock | 14,342 | $53.49 | $767,153.58 |
DisclosureSEC source: 0001562180-25-001883 · primarydocument.xml · nonDerivative · entry 1 LEVENSON RODGER · CIK 0001380904 · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 157,122 F1 · shares: 3 year vest (33% increments) with first vesting date of 4/15/2026 and final vesting date of 4/15/2028. Read SEC document |
| February 27, 2025 Filed Mar 4, 2025 00:24 UTC |
Wechsler James JEVP Chief Comm'l Banking Ofc
|
GrantCommon Stock | 842 | $53.49 | $45,038.58 |
DisclosureSEC source: 0001562180-25-001882 · primarydocument.xml · nonDerivative · entry 1 Wechsler James J · CIK 0002051553 · EVP Chief Comm'l Banking Ofc 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,904 F1 · shares: 3 year vest (33% increments) with first vesting date of 4/15/2026 and final vesting date of 4/15/2028. F2 · balance_after: Does not include performance-based RSUs, if any, held by the Reporting Person for which an assessment has not yet been made regarding the achievement of the applicable performance goals. Any such holding will be reported on a Form 4 within two business days of that date such assessment is made. Read SEC document |
| February 27, 2025 Filed Mar 4, 2025 00:24 UTC |
BACCI ARTHUR JExecutive Vice President
|
Tax withholdingCommon Stock | 2,435 | $53.49 | $130,248.15 |
DisclosureSEC source: 0001562180-25-001881 · primarydocument.xml · nonDerivative · entry 3 BACCI ARTHUR J · CIK 0001075511 · Executive Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 28,484 F3 · shares: Represents shares withheld to cover taxes due on vested PSUs. F4 · balance_after: Does not include PSUs, if any, held by the Reporting Person for which an assessment has not yet been made regarding the achievement of the applicable performance goals. Any such holding will be reported on a Form 4 within two business days of that date such assessment is made. Read SEC document |
| February 27, 2025 Filed Mar 4, 2025 00:24 UTC |
BACCI ARTHUR JExecutive Vice President
|
GrantCommon Stock | 5,385 | $53.49 | $288,043.65 |
DisclosureSEC source: 0001562180-25-001881 · primarydocument.xml · nonDerivative · entry 2 BACCI ARTHUR J · CIK 0001075511 · Executive Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 30,919 F2 · shares: On February 27, 2025, the Reporting Person achieved a performance level of 78% on an award of performance-based restricted share units ("PSUs") issued on February 24, 2022. This performance level represents the final determination of the PSUs during the three-year period ended December 31, 2024. Each PSU represents one share of WSFS Financial Corporation common stock. Read SEC document |
| February 27, 2025 Filed Mar 4, 2025 00:24 UTC |
BACCI ARTHUR JExecutive Vice President
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GrantCommon Stock | 3,219 | $53.49 | $172,184.31 |
DisclosureSEC source: 0001562180-25-001881 · primarydocument.xml · nonDerivative · entry 1 BACCI ARTHUR J · CIK 0001075511 · Executive Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 25,534 F1 · shares: 3 year vest (33% increments) with first vesting date of 4/15/2026 and final vesting date of 4/15/2028. Read SEC document |
| February 27, 2025 Filed Mar 4, 2025 00:24 UTC |
BRUBAKER LISA MEVP, CHRO
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Tax withholdingCommon Stock | 1,666 | $53.49 | $89,114.34 |
DisclosureSEC source: 0001562180-25-001880 · primarydocument.xml · nonDerivative · entry 4 BRUBAKER LISA M · CIK 0001739974 · EVP, CHRO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 44,318 F4 · shares: Represents shares withheld to cover taxes due on vested PSUs. F5 · balance_after: Does not include PSUs, if any, held by the Reporting Person for which an assessment has not yet been made regarding the achievement of the applicable performance goals. Any such holding will be reported on a Form 4 within two business days of that date such assessment is made. 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.