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 |
|---|---|---|---|---|---|---|
| February 27, 2025 Filed Mar 4, 2025 00:24 UTC |
BRUBAKER LISA MEVP, CHRO
|
GrantCommon Stock | 5,173 | $53.49 | $276,703.77 |
DisclosureSEC source: 0001562180-25-001880 · primarydocument.xml · nonDerivative · entry 3 BRUBAKER LISA M · CIK 0001739974 · EVP, CHRO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 45,984 F3 · 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 |
BRUBAKER LISA MEVP, CHRO
|
GrantCommon Stock | 2,254 | $53.49 | $120,566.46 |
DisclosureSEC source: 0001562180-25-001880 · primarydocument.xml · nonDerivative · entry 2 BRUBAKER LISA M · CIK 0001739974 · EVP, CHRO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 40,811 F2 · 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 21, 2025 Filed Feb 26, 2025 00:07 UTC |
LEVENSON RODGERPresident & CEO
|
Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 2,580 | $0.00 Strike: $48.40 | $0.00 |
DisclosureSEC source: 0001562180-25-001648 · primarydocument.xml · derivative · entry 7 LEVENSON RODGER · CIK 0001380904 · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 2,580 shares Expires 2025-02-22 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 |
| February 21, 2025 Filed Feb 26, 2025 00:07 UTC |
LEVENSON RODGERPresident & CEO
|
Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 4,816 | $0.00 Strike: $48.40 | $0.00 |
DisclosureSEC source: 0001562180-25-001648 · primarydocument.xml · derivative · entry 6 LEVENSON RODGER · CIK 0001380904 · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 4,816 shares Expires 2025-02-22 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 |
| February 21, 2025 Filed Feb 26, 2025 00:07 UTC |
LEVENSON RODGERPresident & CEO
|
SaleCommon Stock | 4,816 | $55.21 | $265,891.36 |
DisclosureSEC source: 0001562180-25-001648 · primarydocument.xml · nonDerivative · entry 4 LEVENSON RODGER · CIK 0001380904 · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 142,780 Read SEC document |
| February 21, 2025 Filed Feb 26, 2025 00:07 UTC |
LEVENSON RODGERPresident & CEO
|
SaleCommon Stock | 2,383 | $55.18 | $131,493.94 |
DisclosureSEC source: 0001562180-25-001648 · primarydocument.xml · nonDerivative · entry 3 LEVENSON RODGER · CIK 0001380904 · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 147,596 Read SEC document |
| February 21, 2025 Filed Feb 26, 2025 00:07 UTC |
LEVENSON RODGERPresident & CEO
|
Exercise / conversionCommon Stock | 4,816 | $48.40 | $233,094.40 |
DisclosureSEC source: 0001562180-25-001648 · primarydocument.xml · nonDerivative · entry 2 LEVENSON RODGER · CIK 0001380904 · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 149,979 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 |
| February 21, 2025 Filed Feb 26, 2025 00:07 UTC |
LEVENSON RODGERPresident & CEO
|
Exercise / conversionCommon Stock | 2,580 | $48.40 | $124,872.00 |
DisclosureSEC source: 0001562180-25-001648 · primarydocument.xml · nonDerivative · entry 1 LEVENSON RODGER · CIK 0001380904 · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 145,163 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 |
| December 18, 2024 Filed Mar 4, 2025 00:24 UTC |
BRUBAKER LISA MEVP, CHRO
|
Tax withholdingCommon Stock | 306 | $53.22 | $16,285.32 |
DisclosureSEC source: 0001562180-25-001880 · primarydocument.xml · nonDerivative · entry 1 BRUBAKER LISA M · CIK 0001739974 · EVP, CHRO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 38,557 F1 · shares: Due to a clerical error, the original filing excluded the tax withholding on certain shares of common stock owned by the Reporting Person. This form has been amended to reflect the correct amount of securities beneficially owned including the shares of common stock following the reported transaction. Read SEC document |
| December 05, 2024 Filed Dec 10, 2024 00:13 UTC |
du Pont Eleuthere IDirector
|
GiftCommon Stock | 1,180 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-24-008271 · primarydocument.xml · nonDerivative · entry 2 du Pont Eleuthere I · CIK 0001349330 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · Trust Disclosed balance after: 7,285 F1 · ownership.nature: These shares are held in a trust for the benefit of the reporting person's children. The reporting person disclaims beneficial ownership of the reported securities except to the extent of his pecuniary interest therein. Read SEC document |
| December 05, 2024 Filed Dec 10, 2024 00:13 UTC |
du Pont Eleuthere IDirector
|
GiftCommon Stock | 1,180 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-24-008271 · primarydocument.xml · nonDerivative · entry 1 du Pont Eleuthere I · CIK 0001349330 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,179 Read SEC document |
| November 06, 2024 Filed Nov 8, 2024 21:51 UTC |
Hopkins Jamie PatrickExecutive Vice President
|
SaleCommon Stock | 8,090 | $57.75 | $467,197.50 |
DisclosureSEC source: 0001562180-24-007618 · primarydocument.xml · nonDerivative · entry 2 Hopkins Jamie Patrick · CIK 0002033915 · Executive Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,143 F2 · price: Represents a weighted-average price. These shares were sold in multiple transactions at prices ranging from $56.97 to $58.59, 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 |
| October 02, 2024 Filed Nov 8, 2024 21:51 UTC |
Hopkins Jamie PatrickExecutive Vice President
|
Tax withholdingCommon Stock | 1,572 | $48.79 | $76,697.88 |
DisclosureSEC source: 0001562180-24-007618 · primarydocument.xml · nonDerivative · entry 1 Hopkins Jamie Patrick · CIK 0002033915 · Executive Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 18,233 F1 · timeliness: Represents shares withheld to cover taxes due on vested restricted stock units that occurred on October 2, 2024. Due to clerical issues and delays, the filing of this transaction occurred late. Read SEC document |
| August 15, 2024 Filed Aug 19, 2024 22:40 UTC |
Burg DavidExecutive Vice President
|
GrantCommon Stock | 15,820 | $50.57 | $800,017.40 |
DisclosureSEC source: 0001562180-24-006368 · primarydocument.xml · nonDerivative · entry 2 Burg David · CIK 0002034144 · Executive Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 27,685 F2 · shares: 2-year vest (50% increments) with first vesting date on August 15. 2025 and final vesting date on August 15, 2026. F3 · 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 |
| August 15, 2024 Filed Aug 19, 2024 22:40 UTC |
Burg DavidExecutive Vice President
|
GrantCommon Stock | 11,865 | $50.57 | $600,013.05 |
DisclosureSEC source: 0001562180-24-006368 · primarydocument.xml · nonDerivative · entry 1 Burg David · CIK 0002034144 · Executive Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,865 F1 · shares: 3-year vest (33% increments) with first vesting date of August 15, 2025 and final vesting date of August 15, 2027. Read SEC document |
| August 09, 2024 Filed Aug 13, 2024 16:25 UTC |
TURNER DAVID GDirector
|
GrantCommon Stock | 1,201 | $49.99 | $60,037.99 |
DisclosureSEC source: 0001562180-24-006209 · primarydocument.xml · nonDerivative · entry 1 TURNER DAVID G · CIK 0001205152 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 21,530 Read SEC document |
| August 09, 2024 Filed Aug 13, 2024 16:24 UTC |
McKee LynnDirector
|
GrantCommon Stock | 1,201 | $49.99 | $60,037.99 |
DisclosureSEC source: 0001562180-24-006208 · primarydocument.xml · nonDerivative · entry 1 MCKEE LYNN · CIK 0001278866 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,421 Read SEC document |
| August 09, 2024 Filed Aug 13, 2024 16:23 UTC |
Gheysens ChristopherDirector
|
GrantCommon Stock | 1,201 | $49.99 | $60,037.99 |
DisclosureSEC source: 0001562180-24-006207 · primarydocument.xml · nonDerivative · entry 1 Gheysens Christopher · CIK 0001710306 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,917 Read SEC document |
| August 09, 2024 Filed Aug 13, 2024 16:22 UTC |
FOSTER NANCY JDirector
|
GrantCommon Stock | 1,201 | $49.99 | $60,037.99 |
DisclosureSEC source: 0001562180-24-006206 · primarydocument.xml · nonDerivative · entry 1 FOSTER NANCY J · CIK 0001452292 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,479 Read SEC document |
| August 09, 2024 Filed Aug 13, 2024 16:22 UTC |
du Pont Eleuthere IDirector
|
GrantCommon Stock | 1,201 | $49.99 | $60,037.99 |
DisclosureSEC source: 0001562180-24-006205 · primarydocument.xml · nonDerivative · entry 1 du Pont Eleuthere I · CIK 0001349330 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,359 Read SEC document |
| August 09, 2024 Filed Aug 13, 2024 16:20 UTC |
DONAHUE MICHAEL JDirector
|
GrantCommon Stock | 1,201 | $49.99 | $60,037.99 |
DisclosureSEC source: 0001562180-24-006204 · primarydocument.xml · nonDerivative · entry 1 DONAHUE MICHAEL J · CIK 0001206878 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,696 Read SEC document |
| August 09, 2024 Filed Aug 13, 2024 16:20 UTC |
DAVIS JENNIFER WDirector
|
GrantCommon Stock | 1,201 | $49.99 | $60,037.99 |
DisclosureSEC source: 0001562180-24-006203 · primarydocument.xml · nonDerivative · entry 1 DAVIS JENNIFER W · CIK 0001455732 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 25,077 Read SEC document |
| August 09, 2024 Filed Aug 13, 2024 16:19 UTC |
Calderin Diego F.Director
|
GrantCommon Stock | 1,201 | $49.99 | $60,037.99 |
DisclosureSEC source: 0001562180-24-006202 · primarydocument.xml · nonDerivative · entry 1 Calderin Diego F. · CIK 0001729053 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,383 Read SEC document |
| August 09, 2024 Filed Aug 13, 2024 16:18 UTC |
Buchholz Karen DoughertyDirector
|
GrantCommon Stock | 1,201 | $49.99 | $60,037.99 |
DisclosureSEC source: 0001562180-24-006201 · primarydocument.xml · nonDerivative · entry 1 Buchholz Karen Dougherty · CIK 0001477523 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 27,595 Read SEC document |
| August 09, 2024 Filed Aug 13, 2024 16:18 UTC |
Brake Francis B.Director
|
GrantCommon Stock | 1,201 | $49.99 | $60,037.99 |
DisclosureSEC source: 0001562180-24-006200 · primarydocument.xml · nonDerivative · entry 1 Brake Francis B. · CIK 0001607605 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 19,266 Read SEC document |
| August 09, 2024 Filed Aug 13, 2024 16:17 UTC |
BIRD ANATDirector
|
GrantCommon Stock | 1,201 | $49.99 | $60,037.99 |
DisclosureSEC source: 0001562180-24-006199 · primarydocument.xml · nonDerivative · entry 1 BIRD ANAT · CIK 0001016246 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 24,765 Read SEC document |
| July 30, 2024 Filed Aug 1, 2024 22:31 UTC |
BACCI ARTHUR JExecutive Vice President
|
Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 2,769 | $0.00 Strike: $36.11 | $0.00 |
DisclosureSEC source: 0001562180-24-005933 · primarydocument.xml · derivative · entry 7 BACCI ARTHUR J · CIK 0001075511 · Executive Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 59 Underlying: Common Stock · 2,769 shares Expires 2027-02-27 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 |
| July 30, 2024 Filed Aug 1, 2024 22:31 UTC |
BACCI ARTHUR JExecutive Vice President
|
Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 5,840 | $0.00 Strike: $51.84 | $0.00 |
DisclosureSEC source: 0001562180-24-005933 · primarydocument.xml · derivative · entry 6 BACCI ARTHUR J · CIK 0001075511 · Executive Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,946 Underlying: Common Stock · 5,840 shares Expires 2028-03-03 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 |
| July 30, 2024 Filed Aug 1, 2024 22:31 UTC |
BACCI ARTHUR JExecutive Vice President
|
SaleCommon Stock | 5,840 | $56.57 | $330,365.30 |
DisclosureSEC source: 0001562180-24-005933 · primarydocument.xml · nonDerivative · entry 4 BACCI ARTHUR J · CIK 0001075511 · Executive Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 22,315 F2 · price: This transaction was executed in multiple trades at prices ranging from $56.375 USD to $56.69 USD; the price reported above reflects the weighted average sale price. Read SEC document |
| July 30, 2024 Filed Aug 1, 2024 22:31 UTC |
BACCI ARTHUR JExecutive Vice President
|
SaleCommon Stock | 2,769 | $56.38 | $156,115.39 |
DisclosureSEC source: 0001562180-24-005933 · primarydocument.xml · nonDerivative · entry 3 BACCI ARTHUR J · CIK 0001075511 · Executive Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 28,155 F1 · price: This transaction was executed in multiple trades at prices ranging from $56.32 USD to $56.47 USD; the price reported above reflects the weighted average sale price. Read SEC document |
| July 30, 2024 Filed Aug 1, 2024 22:31 UTC |
BACCI ARTHUR JExecutive Vice President
|
Exercise / conversionCommon Stock | 2,769 | $36.11 | $99,988.59 |
DisclosureSEC source: 0001562180-24-005933 · primarydocument.xml · nonDerivative · entry 2 BACCI ARTHUR J · CIK 0001075511 · Executive Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 30,924 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 |
| July 30, 2024 Filed Aug 1, 2024 22:31 UTC |
BACCI ARTHUR JExecutive Vice President
|
Exercise / conversionCommon Stock | 5,840 | $51.84 | $302,745.60 |
DisclosureSEC source: 0001562180-24-005933 · primarydocument.xml · nonDerivative · entry 1 BACCI ARTHUR J · CIK 0001075511 · Executive Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 28,155 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 |
| July 30, 2024 Filed Aug 1, 2024 22:31 UTC | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 2,769 | $0.00 Strike: $36.11 | $0.00 |
DisclosureSEC source: 0001562180-24-005932 · primarydocument.xml · derivative · entry 7 Clark Stephen P · CIK 0001675775 · EVP 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 2,769 shares Expires 2027-02-27 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 |
|
| July 30, 2024 Filed Aug 1, 2024 22:31 UTC | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 9,894 | $0.00 Strike: $36.11 | $0.00 |
DisclosureSEC source: 0001562180-24-005932 · primarydocument.xml · derivative · entry 6 Clark Stephen P · CIK 0001675775 · EVP 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 9,894 shares Expires 2027-02-27 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 |
|
| July 30, 2024 Filed Aug 1, 2024 22:31 UTC | SaleCommon Stock | 2,769 | $56.73 | $157,083.99 |
DisclosureSEC source: 0001562180-24-005932 · primarydocument.xml · nonDerivative · entry 4 Clark Stephen P · CIK 0001675775 · EVP 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 25,671 F2 · price: This transaction was executed in multiple trades at prices ranging from $56.55 USD to $56.89 USD; the price reported above reflects the weighted average sale price. Read SEC document |
|
| July 30, 2024 Filed Aug 1, 2024 22:31 UTC | SaleCommon Stock | 9,894 | $56.46 | $558,572.70 |
DisclosureSEC source: 0001562180-24-005932 · primarydocument.xml · nonDerivative · entry 3 Clark Stephen P · CIK 0001675775 · EVP 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 28,440 F1 · price: This transaction was executed in multiple trades at prices ranging from $56.32 USD to $56.64 USD; the price reported above reflects the weighted average sale price. Read SEC document |
|
| July 30, 2024 Filed Aug 1, 2024 22:31 UTC | Exercise / conversionCommon Stock | 9,894 | $36.11 | $357,272.34 |
DisclosureSEC source: 0001562180-24-005932 · primarydocument.xml · nonDerivative · entry 2 Clark Stephen P · CIK 0001675775 · EVP 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 38,334 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 |
|
| July 30, 2024 Filed Aug 1, 2024 22:31 UTC | Exercise / conversionCommon Stock | 2,769 | $36.11 | $99,988.59 |
DisclosureSEC source: 0001562180-24-005932 · primarydocument.xml · nonDerivative · entry 1 Clark Stephen P · CIK 0001675775 · EVP 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 28,440 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
|
| May 07, 2024 Filed May 9, 2024 18:45 UTC | SaleCommon Stock | 3,000 | $46.61 | $139,841.10 |
DisclosureSEC source: 0001562180-24-003939 · primarydocument.xml · nonDerivative · entry 1 Clark Stephen P · CIK 0001675775 · EVP 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 25,671 F1 · price: Represents a weighted-average price. These shares were sold in multiple transactions at prices ranging from $46.51 to $46.66, 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 15, 2024 Filed Apr 17, 2024 22:53 UTC |
LEVENSON RODGERPresident & CEO
|
Tax withholdingCommon Stock | 6,041 | $42.37 | $255,957.17 |
DisclosureSEC source: 0001562180-24-003461 · primarydocument.xml · nonDerivative · entry 1 LEVENSON RODGER · CIK 0001380904 · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 142,583 F1 · shares: Represents shares withheld to cover taxes due on vested restricted stock units. Read SEC document |
| April 15, 2024 Filed Apr 17, 2024 22:52 UTC |
Kruzinski ShariEVP, Chief Customer Officer
|
Tax withholdingCommon Stock | 691 | $42.37 | $29,277.67 |
DisclosureSEC source: 0001562180-24-003460 · primarydocument.xml · nonDerivative · entry 1 Kruzinski Shari · CIK 0001928413 · EVP, Chief Customer Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,486 F1 · shares: Represents shares withheld to cover taxes due on vested restricted stock units. Read SEC document |
| April 15, 2024 Filed Apr 17, 2024 22:52 UTC | Tax withholdingCommon Stock | 1,767 | $42.37 | $74,867.79 |
DisclosureSEC source: 0001562180-24-003459 · primarydocument.xml · nonDerivative · entry 1 Clark Stephen P · CIK 0001675775 · EVP 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 28,671 F1 · shares: Represents shares withheld to cover taxes due on vested restricted stock units. Read SEC document |
|
| April 15, 2024 Filed Apr 17, 2024 22:51 UTC |
Ward Patrick JosephExecutive Vice President
|
Tax withholdingCommon Stock | 914 | $42.37 | $38,726.18 |
DisclosureSEC source: 0001562180-24-003458 · primarydocument.xml · nonDerivative · entry 1 Ward Patrick Joseph · CIK 0001682177 · Executive Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 149,687 F1 · shares: Represents shares withheld to cover taxes due on vested restricted stock units. Read SEC document |
| April 15, 2024 Filed Apr 17, 2024 22:51 UTC |
Davis Christine ElizabethEVP, Chief Risk Officer
|
Tax withholdingCommon Stock | 544 | $42.37 | $23,049.28 |
DisclosureSEC source: 0001562180-24-003457 · 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: 8,286 F1 · shares: Represents shares withheld to cover taxes due on vested restricted stock units. Read SEC document |
| April 15, 2024 Filed Apr 17, 2024 22:50 UTC |
BRUBAKER LISA MEVP, CHRO
|
Tax withholdingCommon Stock | 959 | $42.37 | $40,632.83 |
DisclosureSEC source: 0001562180-24-003456 · primarydocument.xml · nonDerivative · entry 1 BRUBAKER LISA M · CIK 0001739974 · EVP, CHRO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 38,863 F1 · shares: Represents shares withheld to cover taxes due on vested restricted stock units. Read SEC document |
| April 15, 2024 Filed Apr 17, 2024 22:49 UTC |
BACCI ARTHUR JExecutive Vice President
|
Tax withholdingCommon Stock | 1,421 | $42.37 | $60,207.77 |
DisclosureSEC source: 0001562180-24-003455 · primarydocument.xml · nonDerivative · entry 1 BACCI ARTHUR J · CIK 0001075511 · Executive Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 22,315 F1 · shares: Represents shares withheld to cover taxes due on vested restricted stock units. Read SEC document |
| April 08, 2024 Filed Apr 10, 2024 19:08 UTC |
Ward Patrick JosephExecutive Vice President
|
Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 1,472 | $0.00 Strike: $17.54 | $0.00 |
DisclosureSEC source: 0001562180-24-003377 · primarydocument.xml · derivative · entry 3 Ward Patrick Joseph · CIK 0001682177 · Executive Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,472 shares Expires 2024-04-17 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| April 08, 2024 Filed Apr 10, 2024 19:08 UTC |
Ward Patrick JosephExecutive Vice President
|
Exercise / conversionCommon Stock | 1,472 | $17.54 | $25,818.88 |
DisclosureSEC source: 0001562180-24-003377 · primarydocument.xml · nonDerivative · entry 1 Ward Patrick Joseph · CIK 0001682177 · Executive Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 150,601 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 15, 2024 Filed Mar 19, 2024 23:48 UTC | Tax withholdingCommon Stock | 141 | $41.91 | $5,909.31 |
DisclosureSEC source: 0001562180-24-002852 · primarydocument.xml · nonDerivative · entry 1 Clark Stephen P · CIK 0001675775 · EVP 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 30,438 F1 · shares: Represents shares withheld to cover taxes due on vested restricted stock units. Read SEC document |
|
| March 15, 2024 Filed Mar 19, 2024 23:46 UTC |
BACCI ARTHUR JExecutive Vice President
|
Tax withholdingCommon Stock | 101 | $41.91 | $4,232.91 |
DisclosureSEC source: 0001562180-24-002851 · primarydocument.xml · nonDerivative · entry 1 BACCI ARTHUR J · CIK 0001075511 · Executive Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 23,736 F1 · shares: Represents shares withheld to cover taxes due on vested restricted stock units. 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.