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Reed Michael Paul

Disclosed activity across 1 company

Tapewire entity
127979
SEC CIK
0001810804

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Reported relationships

Latest disclosed role at each company.

CompanyLast reported asReport datePublished
WSFS FINANCIAL CORPWSFS · Entity 4058Executive Vice PresidentApril 15, 2022April 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 / awardOwnership accountDisclosed shares / unitsDisclosure context
Common StockSEC Table I · non-derivativeDirect19,133 Reported balance After 2022-04-15 transaction · row 1
1 source row

Row 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

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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 dateCompanyActivity / securityShares / unitsReported priceReported valueDetails
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
Disclosure

SEC 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
Disclosure

SEC 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.

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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
Disclosure

SEC 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
Disclosure

SEC 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

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March 03, 2021 Filed Mar 6, 2021 00:46 UTC WSFS FINANCIAL CORP WSFS · Entity 4058 GrantCommon Stock 1,902 $0.00 $0.00
Disclosure

SEC 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
Disclosure

SEC 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.

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May 01, 2020 Filed May 5, 2020 20:05 UTC WSFS FINANCIAL CORP WSFS · Entity 4058 GrantCommon Stock 7,297 $0.00 $0.00
Disclosure

SEC 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
Disclosure

SEC 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.