Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| WSFS FINANCIAL CORPWSFS · Entity 4058 | Executive Vice President | April 15, 2022 | April 19, 2022 |
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.
WSFS FINANCIAL CORP
Report date April 15, 2022 · Filed April 19, 2022
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 19,133 |
Reported balance
After 2022-04-15 transaction · row 1
1 source rowRow 1 · 2022-04-15 · Tax withholding · Disposed 552 · Balance 19,133 F1: Represents shares withheld to cover taxes due on vested restricted stock units |
Filing footnotes · ownership attribution and instrument terms
F1: Represents shares withheld to cover taxes due on vested restricted stock units
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 15, 2022 Filed Apr 19, 2022 18:59 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | Tax withholdingCommon Stock | 552 | $41.78 | $23,062.56 |
DisclosureSEC source: 0001562180-22-003446 · primarydocument.xml · nonDerivative · entry 1 Reed Michael Paul · CIK 0001810804 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,133 F1 · shares: Represents shares withheld to cover taxes due on vested restricted stock units Read SEC document |
| February 24, 2022 Filed Feb 28, 2022 21:45 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | GrantCommon Stock | 5,958 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-22-001981 · primarydocument.xml · nonDerivative · entry 1 Reed Michael Paul · CIK 0001810804 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,685 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 |
| April 15, 2021 Filed Apr 19, 2021 23:05 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | Tax withholdingCommon Stock | 397 | $49.92 | $19,818.24 |
DisclosureSEC source: 0001562180-21-002875 · primarydocument.xml · nonDerivative · entry 1 Reed Michael Paul · CIK 0001810804 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,727 F1 · shares: Represents shares withheld to cover taxes due on vested restricted stock units Read SEC document |
| March 03, 2021 Filed Mar 6, 2021 00:46 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | GrantStock Options (Right to buy) · Derivative | 5,984 | $0.00 Strike: $51.84 | $0.00 |
DisclosureSEC source: 0001562180-21-002043 · primarydocument.xml · derivative · entry 2 Reed Michael Paul · CIK 0001810804 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,984 Underlying: Common Stock · 5,984 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 00:46 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | GrantCommon Stock | 1,902 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-21-002043 · primarydocument.xml · nonDerivative · entry 1 Reed Michael Paul · CIK 0001810804 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,124 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 |
| May 01, 2020 Filed May 5, 2020 20:05 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | GrantStock Options (Right to buy) · Derivative | 20,306 | $0.00 Strike: $27.41 | $0.00 |
DisclosureSEC source: 0001552781-20-000323 · ownership.xml · derivative · entry 3 Reed Michael Paul · CIK 0001810804 · EVP, Chief Risk Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,306 Underlying: Common Stock · 20,306 shares Expires 2027-05-01 F3 · derivative.exercise_date: These stock options become exercisable based on the following vesting schedule: 25% of these stock options vest annually over 4 years, commencing on April 15, 2021. Read SEC document |
| May 01, 2020 Filed May 5, 2020 20:05 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | GrantCommon Stock | 7,297 | $0.00 | $0.00 |
DisclosureSEC source: 0001552781-20-000323 · ownership.xml · nonDerivative · entry 2 Reed Michael Paul · CIK 0001810804 · EVP, Chief Risk Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,222 F2 · shares: Represents the award of RSUs that convert into common stock on a one-for-one basis. 50% of these RSUs vests on April 15, 2024 and the remaining 50% vest on April 15, 2025. Read SEC document |
| May 01, 2020 Filed May 5, 2020 20:05 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | GrantCommon Stock | 4,925 | $0.00 | $0.00 |
DisclosureSEC source: 0001552781-20-000323 · ownership.xml · nonDerivative · entry 1 Reed Michael Paul · CIK 0001810804 · EVP, Chief Risk Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,925 F1 · shares: Represents the award of restricted stock units ("RSUs") that convert into common stock on a one-for-one basis. 25% of these RSUs vest annually over 4 years, commencing on April 15, 2021. 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.