Reported relationships
Latest disclosed role at each company.
No relationships currently tracked through insider filings.
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
No balances currently tracked through insider filings.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
WSFS FINANCIAL CORP
Report date January 11, 2023 · Filed January 13, 2023
Section 16 reporting ended · disclosed 2023-01-13. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 32,678 |
Reported balance
After 2023-01-11 transaction · row 1
1 source rowRow 1 · 2023-01-11 · Tax withholding · Disposed 6,852 · Balance 32,678 F1: Represents shares withheld to cover taxes due on vested restricted stock units |
| Common StockSEC Table I · non-derivative | Indirect401k | 7,131 |
Reported balance
Holding disclosure · report date 2023-01-11 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 7,131 |
| Stock Options (Right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $51.84 · Expires 2024-01-06 | Direct | 8,868 |
Reported balance
Holding disclosure · report date 2023-01-11 · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · Balance 8,868 F2: Mr. Wright retired effective January 6, 2023. All outstanding unvested awards were deemed vested effective January 6, 2023. All outstanding stock awards expire on January 6, 2024 (12 months after retirement) |
| Stock Options (Right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $48.40 · Expires 2024-01-06 | Direct | 6,502 |
Reported balance
Holding disclosure · report date 2023-01-11 · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · Balance 6,502 F2: Mr. Wright retired effective January 6, 2023. All outstanding unvested awards were deemed vested effective January 6, 2023. All outstanding stock awards expire on January 6, 2024 (12 months after retirement) |
| Stock Options (Right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $47.05 · Expires 2024-01-06 | Direct | 5,311 |
Reported balance
Holding disclosure · report date 2023-01-11 · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · Balance 5,311 F2: Mr. Wright retired effective January 6, 2023. All outstanding unvested awards were deemed vested effective January 6, 2023. All outstanding stock awards expire on January 6, 2024 (12 months after retirement) |
| Stock Options (Right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $43.28 · Expires 2024-01-06 | Direct | 9,924 |
Reported balance
Holding disclosure · report date 2023-01-11 · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · Balance 9,924 F2: Mr. Wright retired effective January 6, 2023. All outstanding unvested awards were deemed vested effective January 6, 2023. All outstanding stock awards expire on January 6, 2024 (12 months after retirement) |
| Stock Options (Right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $36.11 · Expires 2024-01-06 | Direct | 12,866 |
Reported balance
Holding disclosure · report date 2023-01-11 · row 7
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 7 · Balance 12,866 F2: Mr. Wright retired effective January 6, 2023. All outstanding unvested awards were deemed vested effective January 6, 2023. All outstanding stock awards expire on January 6, 2024 (12 months after retirement) |
Filing footnotes · ownership attribution and instrument terms
F1: Represents shares withheld to cover taxes due on vested restricted stock units
F2: Mr. Wright retired effective January 6, 2023. All outstanding unvested awards were deemed vested effective January 6, 2023. All outstanding stock awards expire on January 6, 2024 (12 months after retirement)
Transaction history
JSON APIPurchases/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 | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| January 11, 2023 Filed Jan 13, 2023 21:50 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | Tax withholdingCommon Stock | 6,852 | $45.95 | $314,849.40 |
DisclosureSEC source: 0001562180-23-000414 · primarydocument.xml · nonDerivative · entry 1 WRIGHT RICHARD · CIK 0001271797 · EVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,678 F1 · shares: Represents shares withheld to cover taxes due on vested restricted stock units Read SEC document |
| December 10, 2022 Filed Dec 13, 2022 20:23 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | Tax withholdingCommon Stock | 759 | $46.38 | $35,202.42 |
DisclosureSEC source: 0001562180-22-008238 · primarydocument.xml · nonDerivative · entry 1 WRIGHT RICHARD · CIK 0001271797 · EVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 39,457 F1 · shares: Represents shares withheld to cover taxes due on vested restricted stock units Read SEC document |
| December 10, 2022 Filed Dec 27, 2022 16:14 UTC Amendment | WSFS FINANCIAL CORP WSFS · Entity 4058 | Tax withholdingCommon Stock | 686 | $46.38 | $31,816.68 |
DisclosureSEC source: 0001562180-22-008431 · primarydocument.xml · nonDerivative · entry 1 WRIGHT RICHARD · CIK 0001271797 · EVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 39,530 F1 · shares: Due to a clerical error, the original filing included an incorrect tax withholding amount. This transaction has been amended to reflect the correct shares withheld to cover taxes due on vested restricted stock units. Read SEC document |
| August 31, 2022 Filed Sep 2, 2022 19:17 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | GrantCommon Stock | 880 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-22-006439 · primarydocument.xml · nonDerivative · entry 2 WRIGHT RICHARD · CIK 0001271797 · EVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 40,216 F2 · shares: Fully vested by 3/15/25. Read SEC document |
| August 31, 2022 Filed Sep 2, 2022 19:17 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | GrantCommon Stock | 880 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-22-006439 · primarydocument.xml · nonDerivative · entry 1 WRIGHT RICHARD · CIK 0001271797 · EVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 39,336 F1 · shares: 3 yr vest (1/3 increments) with first vesting date of 3/15/23 and final vesting date of 3/15/25. Read SEC document |
| August 11, 2022 Filed Aug 12, 2022 19:01 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | SaleCommon Stock | 3,740 | $49.66 | $185,723.54 |
DisclosureSEC source: 0001562180-22-006064 · primarydocument.xml · nonDerivative · entry 1 WRIGHT RICHARD · CIK 0001271797 · EVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 38,456 F1 · price: Represents a weighted-average price. These shares were sold in multiple transactions at prices ranging from $49.65 to $49.69, 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 19, 2022 Filed Apr 21, 2022 17:47 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | SaleCommon Stock | 1,973 | $42.03 | $82,925.19 |
DisclosureSEC source: 0001562180-22-003502 · primarydocument.xml · nonDerivative · entry 1 WRIGHT RICHARD · CIK 0001271797 · EVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 42,196 F1 · shares: This sale was effected pursuant to a 10b5-1 trading plan previously adopted by Mr. Wright Read SEC document |
| April 15, 2022 Filed Apr 19, 2022 18:58 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | Tax withholdingCommon Stock | 1,967 | $41.78 | $82,181.26 |
DisclosureSEC source: 0001562180-22-003444 · primarydocument.xml · nonDerivative · entry 1 WRIGHT RICHARD · CIK 0001271797 · EVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 44,169 F1 · shares: Represents shares withheld to cover taxes due on vested restricted stock units Read SEC document |
| February 24, 2022 Filed Feb 28, 2022 21:42 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | GrantCommon Stock | 5,912 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-22-001979 · primarydocument.xml · nonDerivative · entry 1 WRIGHT RICHARD · CIK 0001271797 · EVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 46,136 F1 · shares: 4 year vest (25% increments) with first vesting date of 4/15/2023 and final vesting date of 4/15/2026 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 |
| December 14, 2021 Filed Dec 30, 2021 15:26 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | SaleCommon Stock | 762 | $48.96 | $37,307.52 |
DisclosureSEC source: 0001562180-21-007907 · primarydocument.xml · nonDerivative · entry 1 WRIGHT RICHARD · CIK 0001271797 · EVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 40,224 Read SEC document |
| December 10, 2021 Filed Dec 15, 2021 01:17 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | Tax withholdingWSFS Common Stock | 758 | $49.78 | $37,733.24 |
DisclosureSEC source: 0001628280-21-025070 · wf-form4_163953102752116.xml · nonDerivative · entry 1 WRIGHT RICHARD · CIK 0001271797 · EVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 40,986 F1 · shares: Represents shares withheld to cover taxes due on vested restricted stock units. Read SEC document |
| November 02, 2021 Filed Nov 4, 2021 22:50 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | SaleCommon Stock | 1,733 | $53.66 | $92,996.07 |
DisclosureSEC source: 0001562180-21-006850 · primarydocument.xml · nonDerivative · entry 1 WRIGHT RICHARD · CIK 0001271797 · EVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 41,744 Read SEC document |
| October 26, 2021 Filed Oct 27, 2021 21:39 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | Exercise / conversionStock Options (Right to buy) · Derivative | 8,789 | $0.00 Strike: $29.86 | $0.00 |
DisclosureSEC source: 0001562180-21-006661 · primarydocument.xml · derivative · entry 7 WRIGHT RICHARD · CIK 0001271797 · EVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 8,789 shares Expires 2023-02-25 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 |
| October 26, 2021 Filed Oct 27, 2021 21:39 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | SaleCommon Stock | 8,789 | $53.58 | $470,914.62 |
DisclosureSEC source: 0001562180-21-006661 · primarydocument.xml · nonDerivative · entry 4 WRIGHT RICHARD · CIK 0001271797 · EVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 43,477 F2 · price: Represents a weighted-average price. These shares were sold in multiple transactions at prices ranging from $53.22 to $53.86, 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 26, 2021 Filed Oct 27, 2021 21:39 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | Exercise / conversionCommon Stock | 8,789 | $29.86 | $262,439.54 |
DisclosureSEC source: 0001562180-21-006661 · primarydocument.xml · nonDerivative · entry 3 WRIGHT RICHARD · CIK 0001271797 · EVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 52,266 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 |
| October 25, 2021 Filed Oct 27, 2021 21:39 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | Exercise / conversionStock Options (Right to buy) · Derivative | 10,362 | $0.00 Strike: $26.24 | $0.00 |
DisclosureSEC source: 0001562180-21-006661 · primarydocument.xml · derivative · entry 6 WRIGHT RICHARD · CIK 0001271797 · EVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 10,362 shares Expires 2022-02-26 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 |
| October 25, 2021 Filed Oct 27, 2021 21:39 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | SaleCommon Stock | 10,362 | $53.26 | $551,880.12 |
DisclosureSEC source: 0001562180-21-006661 · primarydocument.xml · nonDerivative · entry 2 WRIGHT RICHARD · CIK 0001271797 · EVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 43,477 F1 · price: Represents a weighted-average price. These shares were sold in multiple transactions at prices ranging from $52.20 to $54.91, 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 25, 2021 Filed Oct 27, 2021 21:39 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | Exercise / conversionCommon Stock | 10,362 | $26.24 | $271,864.69 |
DisclosureSEC source: 0001562180-21-006661 · primarydocument.xml · nonDerivative · entry 1 WRIGHT RICHARD · CIK 0001271797 · EVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 53,839 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 |
| June 02, 2021 Filed Jun 3, 2021 14:49 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | SaleCommon Stock | 3,064 | $53.51 | $163,965.98 |
DisclosureSEC source: 0001562180-21-003974 · primarydocument.xml · nonDerivative · entry 1 WRIGHT RICHARD · CIK 0001271797 · EVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 43,477 F1 · price: Represents a weighted-average price. These shares were sold in multiple transactions at prices ranging from $53.48 to $53.52, 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 |
| May 07, 2021 Filed May 7, 2021 17:46 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | SaleCommon Stock | 4,072 | $52.45 | $213,559.70 |
DisclosureSEC source: 0001562180-21-003317 · primarydocument.xml · nonDerivative · entry 1 WRIGHT RICHARD · CIK 0001271797 · EVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 46,541 F1 · price: Represents a weighted-average price. These shares were sold in multiple transactions at prices ranging from $52.38 to $52.47, 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 30, 2021 Filed May 3, 2021 19:41 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | SaleCommon Stock | 3,228 | $51.30 | $165,586.39 |
DisclosureSEC source: 0001562180-21-003085 · primarydocument.xml · nonDerivative · entry 1 WRIGHT RICHARD · CIK 0001271797 · EVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 50,613 F1 · price: Represents a weighted-average price. These shares were sold in multiple transactions at prices ranging from $51.25 to $51.35, 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 27, 2021 Filed Apr 28, 2021 01:09 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | SaleCommon Stock | 1,234 | $50.56 | $62,391.04 |
DisclosureSEC source: 0001562180-21-002971 · primarydocument.xml · nonDerivative · entry 1 WRIGHT RICHARD · CIK 0001271797 · EVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 53,841 F1 · price: Represents a weighted-average price. These shares were sold in multiple transactions at prices ranging from $50.53 to $50.59, 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 |
| April 15, 2021 Filed Apr 19, 2021 22:59 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | Tax withholdingCommon Stock | 1,294 | $49.92 | $64,596.48 |
DisclosureSEC source: 0001562180-21-002873 · primarydocument.xml · nonDerivative · entry 1 WRIGHT RICHARD · CIK 0001271797 · EVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 55,075 F1 · shares: Represents shares withheld to cover taxes due on vested restricted stock units Read SEC document |
| March 12, 2021 Filed Mar 16, 2021 17:22 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | SaleCommon Stock | 3,099 | $52.00 | $161,148.00 |
DisclosureSEC source: 0001562180-21-002251 · primarydocument.xml · nonDerivative · entry 1 WRIGHT RICHARD · CIK 0001271797 · EVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 56,369 F1 · price: These shares were sold in two transactions both priced at $52.00. Read SEC document |
| March 03, 2021 Filed Mar 6, 2021 00:56 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | GrantStock Options (Right to buy) · Derivative | 8,868 | $0.00 Strike: $51.84 | $0.00 |
DisclosureSEC source: 0001562180-21-002046 · primarydocument.xml · derivative · entry 4 WRIGHT RICHARD · CIK 0001271797 · EVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,868 Underlying: Common Stock · 8,868 shares Expires 2028-03-03 F1 · kind: 4 year vest (25% increments) with first vesting date of 4/15/2022 and final vesting date of 4/15/2025 F1 · derivative.exercise_date: 4 year vest (25% increments) with first vesting date of 4/15/2022 and final vesting date of 4/15/2025 Read SEC document |
| March 03, 2021 Filed Mar 6, 2021 00:56 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | GrantCommon Stock | 3,219 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-21-002046 · primarydocument.xml · nonDerivative · entry 2 WRIGHT RICHARD · CIK 0001271797 · EVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 59,468 F2 · kind: 2 year vest (50% increments) with first vesting date of 4/15/2022 and final vesting date of 4/15/2023 F2 · shares: 2 year vest (50% increments) with first vesting date of 4/15/2022 and final vesting date of 4/15/2023 Read SEC document |
| March 03, 2021 Filed Mar 6, 2021 00:56 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | GrantCommon Stock | 2,819 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-21-002046 · primarydocument.xml · nonDerivative · entry 1 WRIGHT RICHARD · CIK 0001271797 · EVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 56,249 F1 · kind: 4 year vest (25% increments) with first vesting date of 4/15/2022 and final vesting date of 4/15/2025 F1 · shares: 4 year vest (25% increments) with first vesting date of 4/15/2022 and final vesting date of 4/15/2025 Read SEC document |
| March 03, 2021 Filed Mar 6, 2021 00:55 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | GrantStock Options (Right to buy) · Derivative | 8,868 | $0.00 Strike: $51.84 | $0.00 |
DisclosureSEC source: 0001562180-21-002045 · primarydocument.xml · derivative · entry 4 WRIGHT RICHARD · CIK 0001271797 · EVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,868 Underlying: Common Stock · 8,868 shares Expires 2028-03-03 F1 · kind: 4 year vest (25% increments) with first vesting date of 4/15/2022 and final vesting date of 4/15/2025 F1 · derivative.exercise_date: 4 year vest (25% increments) with first vesting date of 4/15/2022 and final vesting date of 4/15/2025 Read SEC document |
| March 03, 2021 Filed Mar 6, 2021 00:55 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | GrantCommon Stock | 3,219 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-21-002045 · primarydocument.xml · nonDerivative · entry 2 WRIGHT RICHARD · CIK 0001271797 · EVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 59,468 F2 · kind: 2 year vest (50% increments) with first vesting date of 4/15/2022 and final vesting date of 4/15/2023 F2 · shares: 2 year vest (50% increments) with first vesting date of 4/15/2022 and final vesting date of 4/15/2023 Read SEC document |
| March 03, 2021 Filed Mar 6, 2021 00:55 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | GrantCommon Stock | 2,819 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-21-002045 · primarydocument.xml · nonDerivative · entry 1 WRIGHT RICHARD · CIK 0001271797 · EVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 56,249 F1 · kind: 4 year vest (25% increments) with first vesting date of 4/15/2022 and final vesting date of 4/15/2025 F1 · shares: 4 year vest (25% increments) with first vesting date of 4/15/2022 and final vesting date of 4/15/2025 Read SEC document |
| December 10, 2020 Filed Dec 14, 2020 21:36 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | GrantCommon Stock | 4,562 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-20-007253 · primarydocument.xml · nonDerivative · entry 1 WRIGHT RICHARD · CIK 0001271797 · EVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 53,430 F1 · kind: Three year vest (1/3 increments) with first vesting date of 12/10/2021 and final vesting date of 12/10/2023 F1 · shares: Three year vest (1/3 increments) with first vesting date of 12/10/2021 and final vesting date of 12/10/2023 Read SEC document |
| November 02, 2020 Filed Nov 3, 2020 23:09 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | Exercise / conversionStock Options (Right to buy) · Derivative | 14,025 | $0.00 Strike: $23.82 | $0.00 |
DisclosureSEC source: 0001562180-20-006526 · primarydocument.xml · derivative · entry 4 WRIGHT RICHARD · CIK 0001271797 · EVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 14,025 shares Expires 2021-02-27 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 |
| November 02, 2020 Filed Nov 3, 2020 23:09 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | SaleCommon Stock | 12,204 | $32.91 | $401,576.28 |
DisclosureSEC source: 0001562180-20-006526 · primarydocument.xml · nonDerivative · entry 2 WRIGHT RICHARD · CIK 0001271797 · EVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 48,868 F1 · price: Represents a weighted-average price. These shares were sold in multiple transactions at prices ranging from $32.64 to $33.06, 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 |
| November 02, 2020 Filed Nov 3, 2020 23:09 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | Exercise / conversionCommon Stock | 14,025 | $23.82 | $334,123.19 |
DisclosureSEC source: 0001562180-20-006526 · primarydocument.xml · nonDerivative · entry 1 WRIGHT RICHARD · CIK 0001271797 · EVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 61,072 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, 2020 Filed Apr 17, 2020 22:36 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | Tax withholdingCommon Stock | 1,260 | $23.24 | $29,282.40 |
DisclosureSEC source: 0001562180-20-003056 · primarydocument.xml · nonDerivative · entry 1 WRIGHT RICHARD · CIK 0001271797 · EVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 47,047 Read SEC document |
| February 27, 2020 Filed Mar 9, 2020 21:55 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | GrantStock Options (Right to buy) · Derivative | 12,866 | $0.00 Strike: $36.11 | $0.00 |
DisclosureSEC source: 0001562180-20-002309 · primarydocument.xml · derivative · entry 3 WRIGHT RICHARD · CIK 0001271797 · EVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,866 Underlying: Common Stock · 12,866 shares Expires 2027-03-01 F1 · shares: 4 year vest (25% increments) with first vesting date of 4/15/21 and final vesting date of 4/15/2024 F1 · derivative.exercise_date: 4 year vest (25% increments) with first vesting date of 4/15/21 and final vesting date of 4/15/2024 Read SEC document |
| February 27, 2020 Filed Mar 9, 2020 21:55 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | GrantCommon Stock | 2,590 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-20-002309 · primarydocument.xml · nonDerivative · entry 1 WRIGHT RICHARD · CIK 0001271797 · EVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 48,307 F1 · kind: 4 year vest (25% increments) with first vesting date of 4/15/21 and final vesting date of 4/15/2024 F1 · shares: 4 year vest (25% increments) with first vesting date of 4/15/21 and final vesting date of 4/15/2024 Read SEC document |
| February 05, 2020 Filed Feb 7, 2020 20:25 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | Disposition to issuerCommon Stock | 6,324 | $41.19 | $260,485.56 |
DisclosureSEC source: 0001562180-20-001003 · primarydocument.xml · nonDerivative · entry 1 WRIGHT RICHARD · CIK 0001271797 · EVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 45,717 F1 · acquired: Represents a weighted-average price. These shares were sold in multiple transactions at prices ranging from $41.18 to $41.27, 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 |
| September 13, 2019 Filed Sep 16, 2019 22:32 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | SaleCommon Stock | 784 | $45.24 | $35,468.16 |
DisclosureSEC source: 0001562180-19-004829 · primarydocument.xml · nonDerivative · entry 3 WRIGHT RICHARD · CIK 0001271797 · EVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 52,041 Read SEC document |
| September 12, 2019 Filed Sep 16, 2019 22:32 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 12,882 | $0.00 Strike: $16.51 | $0.00 |
DisclosureSEC source: 0001562180-19-004829 · primarydocument.xml · derivative · entry 4 WRIGHT RICHARD · CIK 0001271797 · EVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 12,882 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 24,000 share(s) on 28-Feb-2015, 12,000 share(s) on 29-Feb-2016, 12,000 share(s) on 28-Feb-2017, 12,000 share(s) on 28-Feb-2018 Read SEC document |
| September 12, 2019 Filed Sep 16, 2019 22:32 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | SaleCommon Stock | 8,026 | $44.61 | $358,055.91 |
DisclosureSEC source: 0001562180-19-004829 · primarydocument.xml · nonDerivative · entry 2 WRIGHT RICHARD · CIK 0001271797 · EVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 52,825 F1 · price: Represents a weighted-average price. These shares were sold in multiple transactions at prices ranging from $44.13 to $44.89, 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 |
| September 12, 2019 Filed Sep 16, 2019 22:32 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | Exercise / conversionCommon Stock | 12,882 | $16.51 | $212,639.31 |
DisclosureSEC source: 0001562180-19-004829 · primarydocument.xml · nonDerivative · entry 1 WRIGHT RICHARD · CIK 0001271797 · EVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 60,851 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 | WSFS FINANCIAL CORP WSFS · Entity 4058 | 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 |
| February 28, 2019 Filed Mar 5, 2019 00:19 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | 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 | WSFS FINANCIAL CORP WSFS · Entity 4058 | 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 | WSFS FINANCIAL CORP WSFS · Entity 4058 | 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 |
| August 21, 2018 Filed Aug 23, 2018 12:34 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | SaleCommon Stock | 3,096 | $50.36 | $155,928.49 |
DisclosureSEC source: 0001562180-18-003754 · primarydocument.xml · nonDerivative · entry 1 WRIGHT RICHARD · CIK 0001271797 · EVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 45,265 Read SEC document |
| April 25, 2018 Filed Apr 27, 2018 19:54 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | SaleCommon Stock | 2,681 | $51.43 | $137,883.83 |
DisclosureSEC source: 0001562180-18-002038 · primarydocument.xml · nonDerivative · entry 1 WRIGHT RICHARD · CIK 0001271797 · EVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 42,037 F1 · price: Represents a weighted-average price. These shares were sold in multiple transactions at prices ranging from $51.41 to $51.45, 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, 2018 Filed May 3, 2018 13:04 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | Exercise / conversionStock Options (Right to buy) · Derivative | 6,324 | $16.51 Strike: $16.51 | $104,409.24 |
DisclosureSEC source: 0001562180-18-002153 · primarydocument.xml · derivative · entry 3 WRIGHT RICHARD · CIK 0001271797 · EVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,882 Underlying: Common Stock · 6,324 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. Read SEC document |
| April 25, 2018 Filed May 3, 2018 13:04 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | Exercise / conversionCommon Stock | 6,324 | $16.51 | $104,409.24 |
DisclosureSEC source: 0001562180-18-002153 · primarydocument.xml · nonDerivative · entry 1 WRIGHT RICHARD · CIK 0001271797 · EVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 48,361 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.