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 |
|---|---|---|---|---|---|---|
| April 16, 2018 Filed Apr 20, 2018 14:15 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | Tax withholdingCommon Stock | 734 | $48.85 | $35,855.90 |
DisclosureSEC source: 0001562180-18-001936 · primarydocument.xml · nonDerivative · entry 1 WRIGHT RICHARD · CIK 0001271797 · EVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 44,718 Read SEC document |
| March 09, 2018 Filed Mar 13, 2018 14:12 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | Exercise / conversionStock Options (Right to buy) · Derivative | 5,000 | $16.51 Strike: $16.51 | $82,550.00 |
DisclosureSEC source: 0001562180-18-001618 · primarydocument.xml · derivative · entry 7 WRIGHT RICHARD · CIK 0001271797 · EVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,206 Underlying: Common Stock · 5,000 shares Expires 2015-02-28 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 |
| March 09, 2018 Filed Mar 13, 2018 14:12 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | Exercise / conversionStock Options (Right to buy) · Derivative | 2,500 | $16.51 Strike: $16.51 | $41,275.00 |
DisclosureSEC source: 0001562180-18-001618 · primarydocument.xml · derivative · entry 6 WRIGHT RICHARD · CIK 0001271797 · EVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,206 Underlying: Common Stock · 2,500 shares Expires 2015-02-28 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 |
| March 09, 2018 Filed Mar 13, 2018 14:12 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | SaleCommon Stock | 5,000 | $49.93 | $249,650.00 |
DisclosureSEC source: 0001562180-18-001618 · primarydocument.xml · nonDerivative · entry 4 WRIGHT RICHARD · CIK 0001271797 · EVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 45,452 F2 · price: Represents a weighted average price. Shares were sold at prices ranging from $49.90 t0 $50.05. Read SEC document |
| March 09, 2018 Filed Mar 13, 2018 14:12 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | Exercise / conversionCommon Stock | 5,000 | $16.51 | $82,550.00 |
DisclosureSEC source: 0001562180-18-001618 · primarydocument.xml · nonDerivative · entry 3 WRIGHT RICHARD · CIK 0001271797 · EVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 50,452 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| March 09, 2018 Filed Mar 13, 2018 14:12 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | SaleCommon Stock | 2,500 | $50.48 | $126,200.00 |
DisclosureSEC source: 0001562180-18-001618 · primarydocument.xml · nonDerivative · entry 2 WRIGHT RICHARD · CIK 0001271797 · EVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 45,452 F1 · price: Represents a weighted average price. Shares were sold at prices ranging from $50.40 t0 $50.60. Read SEC document |
| March 09, 2018 Filed Mar 13, 2018 14:12 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | Exercise / conversionCommon Stock | 2,500 | $16.51 | $41,275.00 |
DisclosureSEC source: 0001562180-18-001618 · primarydocument.xml · nonDerivative · entry 1 WRIGHT RICHARD · CIK 0001271797 · EVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 47,952 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 05, 2018 Filed Mar 6, 2018 15:02 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | SaleCommon Stock | 3,462 | $48.91 | $169,324.69 |
DisclosureSEC source: 0001562180-18-001471 · primarydocument.xml · nonDerivative · entry 3 WRIGHT RICHARD · CIK 0001271797 · EVP 10b5-1 filing: Not disclosed Ownership: Indirect · IRA Disclosed balance after: 0 Read SEC document |
| February 22, 2018 Filed Mar 6, 2018 15:02 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | GrantStock Options (Right to buy) · Derivative | 6,502 | $0.00 Strike: $48.40 | $0.00 |
DisclosureSEC source: 0001562180-18-001471 · primarydocument.xml · derivative · entry 5 WRIGHT RICHARD · CIK 0001271797 · EVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,502 Underlying: Common Stock · 6,502 shares Expires 2025-02-22 F1 · shares: 4 year vest (25%) beginning 4/15/18 and ending 4/15/22 F1 · derivative.exercise_date: 4 year vest (25%) beginning 4/15/18 and ending 4/15/22 Read SEC document |
| February 22, 2018 Filed Mar 6, 2018 15:02 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | Tax withholdingCommon Stock | 1,539 | $48.55 | $74,718.45 |
DisclosureSEC source: 0001562180-18-001471 · primarydocument.xml · nonDerivative · entry 2 WRIGHT RICHARD · CIK 0001271797 · EVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 45,452 Read SEC document |
| February 22, 2018 Filed Mar 6, 2018 15:02 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | GrantCommon Stock | 1,561 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-18-001471 · primarydocument.xml · nonDerivative · entry 1 WRIGHT RICHARD · CIK 0001271797 · EVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 46,991 F1 · kind: 4 year vest (25%) beginning 4/15/18 and ending 4/15/22 F1 · shares: 4 year vest (25%) beginning 4/15/18 and ending 4/15/22 Read SEC document |
| April 15, 2017 Filed Apr 18, 2017 20:14 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | Tax withholdingCommon Stock | 571 | $45.05 | $25,723.55 |
DisclosureSEC source: 0001562180-17-001517 · primarydocument.xml · nonDerivative · entry 1 WRIGHT RICHARD · CIK 0001271797 · EVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 45,430 Read SEC document |
| March 06, 2017 Filed Mar 8, 2017 22:28 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | SaleCommon Stock | 2,061 | $45.20 | $93,157.20 |
DisclosureSEC source: 0001562180-17-001205 · primarydocument.xml · nonDerivative · entry 1 WRIGHT RICHARD · CIK 0001271797 · EVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 46,001 Read SEC document |
| March 01, 2017 Filed Mar 2, 2017 20:25 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | Exercise / conversionStock Options (Right to buy) · Derivative | 3,228 | $15.83 Strike: $15.83 | $51,099.24 |
DisclosureSEC source: 0001562180-17-001062 · primarydocument.xml · derivative · entry 9 WRIGHT RICHARD · CIK 0001271797 · EVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 3,228 shares Expires 2018-02-28 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 |
| March 01, 2017 Filed Mar 2, 2017 20:25 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | Exercise / conversionStock Options (Right to buy) · Derivative | 5,000 | $16.51 Strike: $16.51 | $82,550.00 |
DisclosureSEC source: 0001562180-17-001062 · primarydocument.xml · derivative · entry 8 WRIGHT RICHARD · CIK 0001271797 · EVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,706 Underlying: Common Stock · 5,000 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 |
| March 01, 2017 Filed Mar 2, 2017 20:25 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | Exercise / conversionStock Options (Right to buy) · Derivative | 3,096 | $16.51 Strike: $16.51 | $51,114.96 |
DisclosureSEC source: 0001562180-17-001062 · primarydocument.xml · derivative · entry 7 WRIGHT RICHARD · CIK 0001271797 · EVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,706 Underlying: Common Stock · 3,096 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 |
| March 01, 2017 Filed Mar 2, 2017 20:25 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | Exercise / conversionCommon Stock | 3,096 | $16.51 | $51,114.96 |
DisclosureSEC source: 0001562180-17-001062 · primarydocument.xml · nonDerivative · entry 4 WRIGHT RICHARD · CIK 0001271797 · EVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 48,062 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| March 01, 2017 Filed Mar 2, 2017 20:25 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | Exercise / conversionCommon Stock | 3,228 | $15.83 | $51,099.24 |
DisclosureSEC source: 0001562180-17-001062 · primarydocument.xml · nonDerivative · entry 3 WRIGHT RICHARD · CIK 0001271797 · EVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 44,966 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| March 01, 2017 Filed Mar 2, 2017 20:25 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | SaleCommon Stock | 5,000 | $46.80 | $234,000.00 |
DisclosureSEC source: 0001562180-17-001062 · primarydocument.xml · nonDerivative · entry 2 WRIGHT RICHARD · CIK 0001271797 · EVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 41,738 Read SEC document |
| March 01, 2017 Filed Mar 2, 2017 20:25 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | Exercise / conversionCommon Stock | 5,000 | $16.51 | $82,550.00 |
DisclosureSEC source: 0001562180-17-001062 · primarydocument.xml · nonDerivative · entry 1 WRIGHT RICHARD · CIK 0001271797 · EVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 46,738 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 28, 2017 Filed Mar 1, 2017 22:27 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | Tax withholdingCommon Stock | 585 | $45.60 | $26,676.00 |
DisclosureSEC source: 0001562180-17-001017 · primarydocument.xml · nonDerivative · entry 3 WRIGHT RICHARD · CIK 0001271797 · EVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 41,738 Read SEC document |
| February 27, 2017 Filed Mar 1, 2017 22:27 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | Tax withholdingCommon Stock | 1,456 | $46.45 | $67,631.20 |
DisclosureSEC source: 0001562180-17-001017 · primarydocument.xml · nonDerivative · entry 2 WRIGHT RICHARD · CIK 0001271797 · EVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 42,323 Read SEC document |
| February 23, 2017 Filed Mar 1, 2017 22:27 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | GrantStock Options (Right to buy) · Derivative | 5,311 | $0.00 Strike: $47.05 | $0.00 |
DisclosureSEC source: 0001562180-17-001017 · primarydocument.xml · derivative · entry 6 WRIGHT RICHARD · CIK 0001271797 · EVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,311 Underlying: Common Stock · 5,311 shares Expires 2024-02-23 F1 · shares: 4 year vest (25% increments) beginning 4/15/17. F1 · derivative.exercise_date: 4 year vest (25% increments) beginning 4/15/17. Read SEC document |
| February 23, 2017 Filed Mar 1, 2017 22:27 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | GrantCommon Stock | 1,298 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-17-001017 · primarydocument.xml · nonDerivative · entry 1 WRIGHT RICHARD · CIK 0001271797 · EVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 43,779 F1 · kind: 4 year vest (25% increments) beginning 4/15/17. F1 · shares: 4 year vest (25% increments) beginning 4/15/17. Read SEC document |
| January 31, 2017 Filed Feb 1, 2017 21:08 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | Exercise / conversionStock Options (Right to buy) · Derivative | 4,000 | $16.51 Strike: $16.51 | $66,040.00 |
DisclosureSEC source: 0001562180-17-000453 · primarydocument.xml · derivative · entry 5 WRIGHT RICHARD · CIK 0001271797 · EVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,382 Underlying: Common Stock · 4,000 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 |
| January 31, 2017 Filed Feb 1, 2017 21:08 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | SaleCommon Stock | 4,000 | $45.12 | $180,480.00 |
DisclosureSEC source: 0001562180-17-000453 · primarydocument.xml · nonDerivative · entry 2 WRIGHT RICHARD · CIK 0001271797 · EVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 42,481 Read SEC document |
| January 31, 2017 Filed Feb 1, 2017 21:08 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | Exercise / conversionCommon Stock | 4,000 | $16.51 | $66,040.00 |
DisclosureSEC source: 0001562180-17-000453 · primarydocument.xml · nonDerivative · entry 1 WRIGHT RICHARD · CIK 0001271797 · EVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 46,481 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 14, 2016 Filed Nov 17, 2016 00:06 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | Exercise / conversionStock Options (Right to buy) · Derivative | 4,000 | $40.48 Strike: $16.51 | $161,920.00 |
DisclosureSEC source: 0001562180-16-003552 · primarydocument.xml · derivative · entry 5 WRIGHT RICHARD · CIK 0001271797 · EVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,382 Underlying: Common Stock · 4,000 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 |
| November 14, 2016 Filed Nov 17, 2016 00:06 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | SaleCommon Stock | 4,000 | $40.48 | $161,920.00 |
DisclosureSEC source: 0001562180-16-003552 · primarydocument.xml · nonDerivative · entry 2 WRIGHT RICHARD · CIK 0001271797 · EVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 42,481 Read SEC document |
| November 14, 2016 Filed Nov 17, 2016 00:06 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | Exercise / conversionCommon Stock | 4,000 | $16.51 | $66,040.00 |
DisclosureSEC source: 0001562180-16-003552 · primarydocument.xml · nonDerivative · entry 1 WRIGHT RICHARD · CIK 0001271797 · EVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 46,481 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.