Tapewire

Nasdaq · USD

WSFS

WSFS FINANCIAL CORP

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Tapewire entity
4058
SEC CIK
0000828944
Parsed reports
554

Last 12 months

Inside the activity.

0 purchase rows · 9 sale rows

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

Latest available

Insider transactions

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

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

Transaction dateOwner / reported roleActivity / securityShares / unitsReported priceReported valueDetails
March 15, 2024 Filed Mar 19, 2024 23:45 UTC
LEVENSON RODGERPresident & CEO
Tax withholdingCommon Stock 518 $41.91 $21,709.38
Disclosure

SEC source: 0001562180-24-002849 · primarydocument.xml · nonDerivative · entry 1

LEVENSON RODGER · CIK 0001380904 · President & CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 148,624

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

Read SEC document
March 15, 2024 Filed Mar 19, 2024 23:45 UTC
Ward Patrick JosephExecutive Vice President
Tax withholdingCommon Stock 73 $41.91 $3,059.43
Disclosure

SEC source: 0001562180-24-002850 · primarydocument.xml · nonDerivative · entry 1

Ward Patrick Joseph · CIK 0001682177 · Executive Vice President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 150,250

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

Read SEC document
March 15, 2024 Filed Mar 19, 2024 23:44 UTC
Kruzinski ShariEVP, Chief Customer Officer
Tax withholdingCommon Stock 48 $41.91 $2,011.68
Disclosure

SEC source: 0001562180-24-002848 · primarydocument.xml · nonDerivative · entry 1

Kruzinski Shari · CIK 0001928413 · EVP, Chief Customer Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 12,177

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

Read SEC document
March 15, 2024 Filed Mar 19, 2024 23:44 UTC Tax withholdingCommon Stock 70 $41.91 $2,933.70
Disclosure

SEC source: 0001562180-24-002847 · primarydocument.xml · nonDerivative · entry 1

BRUBAKER LISA M · CIK 0001739974 · EVP, CHRO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 39,822

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

Read SEC document
March 15, 2024 Filed Mar 26, 2024 22:58 UTC Amendment
Ward Patrick JosephExecutive Vice President
GiftCommon Stock 1,121 $0.00 $0.00
Disclosure

SEC source: 0001562180-24-003006 · primarydocument.xml · nonDerivative · entry 1

Ward Patrick Joseph · CIK 0001682177 · Executive Vice President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 149,129

F1 · balance_after: Due to a clerical error, the original filing excluded certain shares of common stock donated by the reported person. This form has been amended to reflect the correct amount of securities beneficially owned including the disposal of shares of common stock following the reported transaction.

Read SEC document
February 29, 2024 Filed Mar 4, 2024 23:07 UTC GrantCommon Stock 2,735 $42.39 $115,936.65
Disclosure

SEC source: 0001562180-24-002138 · primarydocument.xml · nonDerivative · entry 1

BRUBAKER LISA M · CIK 0001739974 · EVP, CHRO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 39,892

F1 · shares: 3 year vest (33% increments) with first vesting date of 4/15/2025 and final vesting date of 4/15/2027

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 29, 2024 Filed Mar 4, 2024 23:03 UTC GrantCommon Stock 3,013 $42.39 $127,721.07
Disclosure

SEC source: 0001562180-24-002134 · primarydocument.xml · nonDerivative · entry 1

Clark Stephen P · CIK 0001675775 · EVP

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 30,579

F1 · shares: 3 year vest (33% increments) with first vesting date of 4/15/2025 and final vesting date of 4/15/2027

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 29, 2024 Filed Mar 4, 2024 23:02 UTC
LEVENSON RODGERPresident & CEO
GrantCommon Stock 17,571 $42.39 $744,834.69
Disclosure

SEC source: 0001562180-24-002133 · primarydocument.xml · nonDerivative · entry 1

LEVENSON RODGER · CIK 0001380904 · President & CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 149,142

F1 · shares: 3 year vest (33% increments) with first vesting date of 4/15/2025 and final vesting date of 4/15/2027

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 29, 2024 Filed Mar 4, 2024 23:02 UTC
Ward Patrick JosephExecutive Vice President
GrantCommon Stock 6,713 $42.39 $284,564.07
Disclosure

SEC source: 0001562180-24-002132 · primarydocument.xml · nonDerivative · entry 1

Ward Patrick Joseph · CIK 0001682177 · Executive Vice President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 150,323

F1 · shares: 3 year vest (33% increments) with first vesting date of 4/15/2025 and final vesting date of 4/15/2027

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 29, 2024 Filed Mar 4, 2024 23:01 UTC
Kruzinski ShariEVP, Chief Customer Officer
GrantCommon Stock 2,656 $42.39 $112,587.84
Disclosure

SEC source: 0001562180-24-002131 · primarydocument.xml · nonDerivative · entry 1

Kruzinski Shari · CIK 0001928413 · EVP, Chief Customer Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 12,225

F1 · shares: 3 year vest (33% increments) with first vesting date of 4/15/2025 and final vesting date of 4/15/2027

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 29, 2024 Filed Mar 4, 2024 23:01 UTC
Davis Christine ElizabethEVP, Chief Risk Officer
GrantCommon Stock 2,649 $42.39 $112,291.11
Disclosure

SEC source: 0001562180-24-002129 · 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: 8,830

F1 · shares: 3 year vest (33% increments) with first vesting date of 4/15/2025 and final vesting date of 4/15/2027

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 29, 2024 Filed Mar 4, 2024 23:00 UTC
BACCI ARTHUR JExecutive Vice President
GrantCommon Stock 2,847 $42.39 $120,684.33
Disclosure

SEC source: 0001562180-24-002128 · primarydocument.xml · nonDerivative · entry 1

BACCI ARTHUR J · CIK 0001075511 · Executive Vice President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 23,837

F1 · shares: 3 year vest (33% increments) with first vesting date of 4/15/2025 and final vesting date of 4/15/2027

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
January 29, 2024 Filed Jan 31, 2024 21:33 UTC
BACCI ARTHUR JExecutive Vice President
Exercise / conversionEmployee Stock Option (right to buy) · Derivative 8,485 $0.00 Strike: $36.11 $0.00
Disclosure

SEC source: 0001562180-24-000854 · primarydocument.xml · derivative · entry 9

BACCI ARTHUR J · CIK 0001075511 · Executive Vice President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,828

Underlying: Common Stock · 8,485 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
January 29, 2024 Filed Jan 31, 2024 21:33 UTC
BACCI ARTHUR JExecutive Vice President
Exercise / conversionEmployee Stock Option (right to buy) · Derivative 8,720 $0.00 Strike: $43.28 $0.00
Disclosure

SEC source: 0001562180-24-000854 · primarydocument.xml · derivative · entry 8

BACCI ARTHUR J · CIK 0001075511 · Executive Vice President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 8,720 shares

Expires 2026-02-28

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

Read SEC document
January 29, 2024 Filed Jan 31, 2024 21:33 UTC
BACCI ARTHUR JExecutive Vice President
SaleCommon Stock 378 $46.59 $17,610.91
Disclosure

SEC source: 0001562180-24-000854 · primarydocument.xml · nonDerivative · entry 6

BACCI ARTHUR J · CIK 0001075511 · Executive Vice President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 20,990

F3 · price: This transaction was executed in multiple trades at prices ranging from $46.57 USD to $46.59 USD; the price reported above reflects the weighted average sale price.

Read SEC document
January 29, 2024 Filed Jan 31, 2024 21:33 UTC
BACCI ARTHUR JExecutive Vice President
SaleCommon Stock 8,427 $46.84 $394,697.08
Disclosure

SEC source: 0001562180-24-000854 · primarydocument.xml · nonDerivative · entry 5

BACCI ARTHUR J · CIK 0001075511 · Executive Vice President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 21,368

F2 · price: This transaction was executed in multiple trades at prices ranging from $46.47 USD to $47.19 USD; the price reported above reflects the weighted average sale price.

Read SEC document
January 29, 2024 Filed Jan 31, 2024 21:33 UTC
BACCI ARTHUR JExecutive Vice President
SaleCommon Stock 7,187 $46.75 $336,023.87
Disclosure

SEC source: 0001562180-24-000854 · primarydocument.xml · nonDerivative · entry 4

BACCI ARTHUR J · CIK 0001075511 · Executive Vice President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 29,795

F1 · price: This transaction was executed in multiple trades at prices ranging from $46.57 USD to $46.96 USD; the price reported above reflects the weighted average sale price.

Read SEC document
January 29, 2024 Filed Jan 31, 2024 21:33 UTC
BACCI ARTHUR JExecutive Vice President
Exercise / conversionCommon Stock 8,720 $43.28 $377,401.60
Disclosure

SEC source: 0001562180-24-000854 · primarydocument.xml · nonDerivative · entry 3

BACCI ARTHUR J · CIK 0001075511 · Executive Vice President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 36,982

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
January 29, 2024 Filed Jan 31, 2024 21:33 UTC
BACCI ARTHUR JExecutive Vice President
Exercise / conversionCommon Stock 8,017 $36.11 $289,493.87
Disclosure

SEC source: 0001562180-24-000854 · primarydocument.xml · nonDerivative · entry 2

BACCI ARTHUR J · CIK 0001075511 · Executive Vice President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 28,262

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
January 29, 2024 Filed Jan 31, 2024 21:33 UTC
BACCI ARTHUR JExecutive Vice President
Exercise / conversionCommon Stock 468 $36.11 $16,899.48
Disclosure

SEC source: 0001562180-24-000854 · primarydocument.xml · nonDerivative · entry 1

BACCI ARTHUR J · CIK 0001075511 · Executive Vice President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 20,245

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, 2023 Filed Dec 20, 2023 18:20 UTC
BRUBAKER LISA MEVP, Chief Technology Officer
GrantCommon Stock 2,464 $45.66 $112,506.24
Disclosure

SEC source: 0001562180-23-008501 · primarydocument.xml · nonDerivative · entry 1

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 37,157

Read SEC document
December 12, 2023 Filed Dec 14, 2023 18:51 UTC
Ward Patrick JosephExecutive Vice President
Exercise / conversionEmployee Stock Option (right to buy) · Derivative 4,424 $0.00 Strike: $20.77 $0.00
Disclosure

SEC source: 0001562180-23-008365 · 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 · 4,224 shares

Expires 2023-12-17

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

Read SEC document
December 12, 2023 Filed Dec 14, 2023 18:51 UTC
Ward Patrick JosephExecutive Vice President
Exercise / conversionCommon Stock 4,424 $20.77 $91,886.48
Disclosure

SEC source: 0001562180-23-008365 · primarydocument.xml · nonDerivative · entry 1

Ward Patrick Joseph · CIK 0001682177 · Executive Vice President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 143,610

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 11, 2023 Filed Dec 12, 2023 14:47 UTC
Ward Patrick JosephExecutive Vice President
SaleCommon Stock 2,227 $41.50 $92,412.04
Disclosure

SEC source: 0001562180-23-008287 · primarydocument.xml · nonDerivative · entry 2

Ward Patrick Joseph · CIK 0001682177 · Executive Vice President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 139,186

F2 · price: This transaction was executed in multiple trades at prices ranging from $41.473 USD to $41.54 USD; the price reported above reflects the weighted average sale price.

Read SEC document
December 10, 2023 Filed Dec 12, 2023 14:47 UTC
Ward Patrick JosephExecutive Vice President
Tax withholdingCommon Stock 377 $41.48 $15,637.96
Disclosure

SEC source: 0001562180-23-008287 · primarydocument.xml · nonDerivative · entry 1

Ward Patrick Joseph · CIK 0001682177 · Executive Vice President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 141,413

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

Read SEC document
December 10, 2023 Filed Dec 12, 2023 14:48 UTC
LEVENSON RODGERPresident & CEO
Tax withholdingCommon Stock 2,671 $41.48 $110,793.08
Disclosure

SEC source: 0001562180-23-008288 · primarydocument.xml · nonDerivative · entry 1

LEVENSON RODGER · CIK 0001380904 · President & CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 131,571

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

Read SEC document
December 10, 2023 Filed Dec 12, 2023 14:43 UTC
Kruzinski ShariEVP, Chief Customer Officer
Tax withholdingCommon Stock 247 $41.48 $10,245.56
Disclosure

SEC source: 0001562180-23-008286 · primarydocument.xml · nonDerivative · entry 1

Kruzinski Shari · CIK 0001928413 · EVP, Chief Customer Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 9,569

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

Read SEC document
December 10, 2023 Filed Dec 12, 2023 14:43 UTC Tax withholdingCommon Stock 727 $41.48 $30,155.96
Disclosure

SEC source: 0001562180-23-008285 · primarydocument.xml · nonDerivative · entry 1

Clark Stephen P · CIK 0001675775 · EVP

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 27,566

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

Read SEC document
December 10, 2023 Filed Dec 12, 2023 14:39 UTC
BACCI ARTHUR JExecutive Vice President
Tax withholdingCommon Stock 522 $41.48 $21,652.56
Disclosure

SEC source: 0001562180-23-008283 · primarydocument.xml · nonDerivative · entry 1

BACCI ARTHUR J · CIK 0001075511 · Executive Vice President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 19,777

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

Read SEC document
December 10, 2023 Filed Dec 12, 2023 14:40 UTC
BRUBAKER LISA MEVP, Chief Technology Officer
Tax withholdingCommon Stock 358 $41.48 $14,849.84
Disclosure

SEC source: 0001562180-23-008284 · primarydocument.xml · nonDerivative · entry 1

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 34,693

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

Read SEC document
December 01, 2023 Filed Dec 4, 2023 21:06 UTC SaleCommon Stock 3,148 $40.30 $126,864.40
Disclosure

SEC source: 0001562180-23-008041 · primarydocument.xml · nonDerivative · entry 1

DONAHUE MICHAEL J · CIK 0001206878 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 11,495

F1 · price: Represents a weighted average price. Shares were sold at prices ranging from $40.29 to $41.94.

Read SEC document
August 11, 2023 Filed Aug 15, 2023 17:51 UTC GrantCommon Stock 1,373 $43.72 $60,027.56
Disclosure

SEC source: 0001562180-23-006337 · primarydocument.xml · nonDerivative · entry 1

TURNER DAVID G · CIK 0001205152 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 18,929

Read SEC document
August 11, 2023 Filed Aug 15, 2023 17:51 UTC GrantCommon Stock 1,373 $43.72 $60,027.56
Disclosure

SEC source: 0001562180-23-006335 · primarydocument.xml · nonDerivative · entry 1

Gheysens Christopher · CIK 0001710306 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 9,716

Read SEC document
August 11, 2023 Filed Aug 15, 2023 17:51 UTC
McKee LynnDirector
GrantCommon Stock 3,088 $43.72 $135,007.36
Disclosure

SEC source: 0001562180-23-006336 · primarydocument.xml · nonDerivative · entry 1

MCKEE LYNN · CIK 0001278866 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 14,220

Read SEC document
August 11, 2023 Filed Aug 15, 2023 17:51 UTC GrantCommon Stock 1,373 $43.72 $60,027.56
Disclosure

SEC source: 0001562180-23-006334 · primarydocument.xml · nonDerivative · entry 1

DONAHUE MICHAEL J · CIK 0001206878 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 14,643

Read SEC document
August 11, 2023 Filed Aug 15, 2023 17:50 UTC GrantCommon Stock 1,373 $43.72 $60,027.56
Disclosure

SEC source: 0001562180-23-006333 · primarydocument.xml · nonDerivative · entry 1

DAVIS JENNIFER W · CIK 0001455732 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 23,876

Read SEC document
August 11, 2023 Filed Aug 15, 2023 17:36 UTC GrantCommon Stock 1,373 $43.72 $60,027.56
Disclosure

SEC source: 0001562180-23-006331 · primarydocument.xml · nonDerivative · entry 1

du Pont Eleuthere I · CIK 0001349330 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 9,712

Read SEC document
August 11, 2023 Filed Aug 15, 2023 17:36 UTC GrantCommon Stock 1,373 $43.72 $60,027.56
Disclosure

SEC source: 0001562180-23-006332 · primarydocument.xml · nonDerivative · entry 1

FOSTER NANCY J · CIK 0001452292 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 6,278

Read SEC document
August 11, 2023 Filed Aug 15, 2023 17:36 UTC GrantCommon Stock 1,373 $43.72 $60,027.56
Disclosure

SEC source: 0001562180-23-006330 · primarydocument.xml · nonDerivative · entry 1

Calderin Diego F. · CIK 0001729053 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 10,182

Read SEC document
August 11, 2023 Filed Aug 15, 2023 17:36 UTC GrantCommon Stock 1,373 $43.72 $60,027.56
Disclosure

SEC source: 0001562180-23-006329 · primarydocument.xml · nonDerivative · entry 1

Buchholz Karen Dougherty · CIK 0001477523 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 26,394

Read SEC document
August 11, 2023 Filed Aug 15, 2023 17:35 UTC GrantCommon Stock 3,683 $43.72 $161,020.76
Disclosure

SEC source: 0001562180-23-006328 · primarydocument.xml · nonDerivative · entry 1

Brake Francis B. · CIK 0001607605 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 18,065

Read SEC document
August 11, 2023 Filed Aug 15, 2023 17:35 UTC
BIRD ANATDirector
GrantCommon Stock 1,373 $43.72 $60,027.56
Disclosure

SEC source: 0001562180-23-006327 · primarydocument.xml · nonDerivative · entry 1

BIRD ANAT · CIK 0001016246 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 23,564

Read SEC document
August 11, 2023 Filed Mar 26, 2024 22:58 UTC Amendment GiftCommon Stock 1,554 $0.00 $0.00
Disclosure

SEC source: 0001562180-24-003008 · primarydocument.xml · nonDerivative · entry 1

du Pont Eleuthere I · CIK 0001349330 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 8,158

F1 · balance_after: Due to a clerical error, the original filing excluded certain shares of common stock donated by the reported person. This form has been amended to reflect the correct amount of securities beneficially owned including the disposal of shares of common stock following the reported transaction.

Read SEC document
August 11, 2023 Filed Mar 26, 2024 22:58 UTC Amendment OtherCommon Stock 1,400 $0.00 $0.00
Disclosure

SEC source: 0001562180-24-003007 · primarydocument.xml · nonDerivative · entry 1

TURNER DAVID G · CIK 0001205152 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 20,329

F1 · balance_after: Due to a clerical error, the original filing excluded certain shares of common stock owned by the reported 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
April 27, 2023 Filed May 1, 2023 13:26 UTC
Davis Christine ElizabethEVP, Chief Risk Officer
PurchaseCommon Stock 798 $34.11 $27,219.78
Disclosure

SEC source: 0001562180-23-003737 · primarydocument.xml · nonDerivative · entry 1

Davis Christine Elizabeth · CIK 0001928757 · EVP, Chief Risk Officer

10b5-1 filing: No plan indicated

Ownership: Indirect · 401k

Disclosed balance after: 1,753

Read SEC document
April 15, 2023 Filed Apr 18, 2023 17:14 UTC
Ward Patrick JosephExecutive Vice President
Tax withholdingCommon Stock 1,255 $36.69 $46,045.95
Disclosure

SEC source: 0001562180-23-003599 · primarydocument.xml · nonDerivative · entry 1

Ward Patrick Joseph · CIK 0001682177 · Executive Vice President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 141,790

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

Read SEC document
April 15, 2023 Filed Apr 18, 2023 17:14 UTC
LEVENSON RODGERPresident & CEO
Tax withholdingCommon Stock 6,565 $36.69 $240,869.85
Disclosure

SEC source: 0001562180-23-003598 · primarydocument.xml · nonDerivative · entry 1

LEVENSON RODGER · CIK 0001380904 · President & CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 134,242

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

Read SEC document
April 15, 2023 Filed Apr 18, 2023 17:13 UTC
Davis Christine ElizabethEVP, Chief Risk Officer
Tax withholdingCommon Stock 387 $36.69 $14,199.03
Disclosure

SEC source: 0001562180-23-003596 · 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: 6,181

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

Read SEC document
April 15, 2023 Filed Apr 18, 2023 17:14 UTC
Kruzinski ShariEVP, Chief Customer Officer
Tax withholdingCommon Stock 521 $36.69 $19,115.49
Disclosure

SEC source: 0001562180-23-003597 · primarydocument.xml · nonDerivative · entry 1

Kruzinski Shari · CIK 0001928413 · EVP, Chief Customer Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 9,816

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

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April 15, 2023 Filed Apr 18, 2023 17:13 UTC
Conklin MichaelChief Human Resources Officer
Tax withholdingCommon Stock 499 $36.69 $18,308.31
Disclosure

SEC source: 0001562180-23-003595 · primarydocument.xml · nonDerivative · entry 1

Conklin Michael · CIK 0001823013 · Chief Human Resources Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 11,544

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

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