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 05, 2022 · Filed January 07, 2022
Section 16 reporting ended · disclosed 2022-01-07. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 11,174 |
Reported balance
Holding disclosure · report date 2022-01-05 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 11,174 |
| Common StockSEC Table I · non-derivative | Indirect401-K | 8,252 |
Reported balance
Holding disclosure · report date 2022-01-05 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 8,252 |
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 |
|---|---|---|---|---|---|---|
| December 10, 2021 Filed Dec 15, 2021 01:14 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | Tax withholdingWSFS Common Stock | 411 | $49.78 | $20,459.58 |
DisclosureSEC source: 0001628280-21-025069 · wf-form4_163953084814123.xml · nonDerivative · entry 1 GREENPLATE PAUL S · CIK 0001703131 · EVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,174 F1 · shares: Represents shares withheld to cover taxes due on vested restricted stock units. Read SEC document |
| November 10, 2021 Filed Nov 12, 2021 19:07 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | GiftCommon Stock | 921 | $54.83 | $50,498.43 |
DisclosureSEC source: 0001562180-21-007007 · primarydocument.xml · nonDerivative · entry 1 GREENPLATE PAUL S · CIK 0001703131 · EVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,585 Read SEC document |
| May 14, 2021 Filed May 17, 2021 21:00 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | SaleCommon Stock | 1,232 | $54.54 | $67,195.99 |
DisclosureSEC source: 0001562180-21-003496 · primarydocument.xml · nonDerivative · entry 1 GREENPLATE PAUL S · CIK 0001703131 · EVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,506 F1 · price: Represents a weighted-average price. These shares were sold in multiple transactions at prices ranging from $52.52 to $52.56, 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 22:53 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | Tax withholdingCommon Stock | 591 | $49.92 | $29,502.72 |
DisclosureSEC source: 0001562180-21-002871 · primarydocument.xml · nonDerivative · entry 1 GREENPLATE PAUL S · CIK 0001703131 · EVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,738 F1 · shares: Represents shares withheld to cover taxes due on vested restricted stock units Read SEC document |
| March 03, 2021 Filed Mar 6, 2021 00:42 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | GrantStock Options (Right to buy) · Derivative | 7,267 | $0.00 Strike: $51.84 | $0.00 |
DisclosureSEC source: 0001562180-21-002042 · primarydocument.xml · derivative · entry 4 GREENPLATE PAUL S · CIK 0001703131 · EVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,267 Underlying: Common Stock · 7,267 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 00:42 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | GrantCommon Stock | 2,638 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-21-002042 · primarydocument.xml · nonDerivative · entry 2 GREENPLATE PAUL S · CIK 0001703131 · EVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,329 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 00:42 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | GrantCommon Stock | 2,310 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-21-002042 · primarydocument.xml · nonDerivative · entry 1 GREENPLATE PAUL S · CIK 0001703131 · EVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,691 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 21:52 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | GrantCommon Stock | 3,821 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-20-007264 · primarydocument.xml · nonDerivative · entry 1 GREENPLATE PAUL S · CIK 0001703131 · EVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,381 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 |
| December 02, 2020 Filed Dec 4, 2020 14:32 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | SaleCommon Stock | 1,458 | $39.58 | $57,711.87 |
DisclosureSEC source: 0001562180-20-007071 · primarydocument.xml · nonDerivative · entry 1 GREENPLATE PAUL S · CIK 0001703131 · EVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,560 F1 · price: Represents a weighted-average price. These shares were sold in multiple transactions at prices ranging from $39.58 to $39.60, 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, 2020 Filed Apr 17, 2020 22:34 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | Tax withholdingCommon Stock | 442 | $23.24 | $10,272.08 |
DisclosureSEC source: 0001562180-20-003051 · primarydocument.xml · nonDerivative · entry 1 GREENPLATE PAUL S · CIK 0001703131 · EVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,018 F1 · shares: Represents shares withheld to cover taxes due on vested restricted stock units Read SEC document |
| February 27, 2020 Filed Mar 4, 2020 23:28 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | GrantStock Options (Right to buy) · Derivative | 10,789 | $0.00 Strike: $36.11 | $0.00 |
DisclosureSEC source: 0001562180-20-002180 · primarydocument.xml · derivative · entry 3 GREENPLATE PAUL S · CIK 0001703131 · EVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,789 Underlying: Common Stock · 10,789 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 4, 2020 23:28 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | GrantCommon Stock | 2,172 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-20-002180 · primarydocument.xml · nonDerivative · entry 1 GREENPLATE PAUL S · CIK 0001703131 · EVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,460 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 |
| December 05, 2019 Filed Dec 6, 2019 20:54 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 4,572 | $0.00 Strike: $23.82 | $0.00 |
DisclosureSEC source: 0001562180-19-005932 · primarydocument.xml · derivative · entry 5 GREENPLATE PAUL S · CIK 0001703131 · EVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 4,572 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. F3 · derivative.exercise_date: Vested 1,143 share(s) on 27-Feb-2015, 1,143 share(s) on 27-Feb-2016, 1,143 share(s) on 27-Feb-2017, 1,143 share(s) on 27-Feb-2018 Read SEC document |
| December 05, 2019 Filed Dec 6, 2019 20:54 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | SaleCommon Stock | 1,500 | $43.53 | $65,295.00 |
DisclosureSEC source: 0001562180-19-005932 · primarydocument.xml · nonDerivative · entry 3 GREENPLATE PAUL S · CIK 0001703131 · EVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,288 F2 · price: Represents a weighted-average price. These shares were sold in multiple transactions at prices ranging from $43.53 to $43.54, 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 |
| December 05, 2019 Filed Dec 6, 2019 20:54 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | SaleCommon Stock | 4,572 | $43.51 | $198,934.12 |
DisclosureSEC source: 0001562180-19-005932 · primarydocument.xml · nonDerivative · entry 2 GREENPLATE PAUL S · CIK 0001703131 · EVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,788 F1 · price: Represents a weighted-average price. These shares were sold in multiple transactions at prices ranging from $43.46 to $43.54, 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 |
| December 05, 2019 Filed Dec 6, 2019 20:54 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | Exercise / conversionCommon Stock | 4,572 | $23.82 | $108,920.58 |
DisclosureSEC source: 0001562180-19-005932 · primarydocument.xml · nonDerivative · entry 1 GREENPLATE PAUL S · CIK 0001703131 · EVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,360 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 22:29 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | Tax withholdingCommon Stock | 161 | $40.98 | $6,597.78 |
DisclosureSEC source: 0001562180-19-002305 · primarydocument.xml · nonDerivative · entry 1 GREENPLATE PAUL S · CIK 0001703131 · EVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,788 F1 · shares: Represents shares withheld to cover taxes due on vested restricted stock units Read SEC document |
| February 28, 2019 Filed Mar 5, 2019 00:09 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | GrantStock Options (Right to buy) · Derivative | 7,713 | $0.00 Strike: $43.28 | $0.00 |
DisclosureSEC source: 0001562180-19-001609 · primarydocument.xml · derivative · entry 4 GREENPLATE PAUL S · CIK 0001703131 · EVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,713 Underlying: Common Stock · 7,713 shares Expires 2026-02-26 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 00:09 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | GrantCommon Stock | 996 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-19-001609 · primarydocument.xml · nonDerivative · entry 2 GREENPLATE PAUL S · CIK 0001703131 · EVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,949 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 00:09 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | GrantCommon Stock | 1,827 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-19-001609 · primarydocument.xml · nonDerivative · entry 1 GREENPLATE PAUL S · CIK 0001703131 · EVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,953 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 |
| April 16, 2018 Filed Apr 20, 2018 14:09 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | Tax withholdingCommon Stock | 73 | $48.85 | $3,566.05 |
DisclosureSEC source: 0001562180-18-001932 · primarydocument.xml · nonDerivative · entry 1 GREENPLATE PAUL S · CIK 0001703131 · EVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,126 Read SEC document |
| February 27, 2018 Filed Mar 1, 2018 23:44 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | Tax withholdingCommon Stock | 367 | $48.55 | $17,817.85 |
DisclosureSEC source: 0001562180-18-001337 · primarydocument.xml · nonDerivative · entry 2 GREENPLATE PAUL S · CIK 0001703131 · EVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,199 Read SEC document |
| February 22, 2018 Filed Mar 1, 2018 23:44 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | GrantStock Options (Right to buy) · Derivative | 4,527 | $0.00 Strike: $48.40 | $0.00 |
DisclosureSEC source: 0001562180-18-001337 · primarydocument.xml · derivative · entry 4 GREENPLATE PAUL S · CIK 0001703131 · EVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,527 Underlying: Common Stock · 4,527 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 1, 2018 23:44 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | GrantCommon Stock | 1,087 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-18-001337 · primarydocument.xml · nonDerivative · entry 1 GREENPLATE PAUL S · CIK 0001703131 · EVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,566 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 |
| June 09, 2017 Filed Jun 9, 2017 20:01 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | Exercise / conversionStock Options (Right to buy) · Derivative | 7,056 | $15.83 Strike: $15.83 | $111,696.48 |
DisclosureSEC source: 0001562180-17-002243 · primarydocument.xml · derivative · entry 4 GREENPLATE PAUL S · CIK 0001703131 · EVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 7,056 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 |
| June 09, 2017 Filed Jun 9, 2017 20:01 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | SaleCommon Stock | 7,056 | $46.28 | $326,551.68 |
DisclosureSEC source: 0001562180-17-002243 · primarydocument.xml · nonDerivative · entry 2 GREENPLATE PAUL S · CIK 0001703131 · EVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,479 Read SEC document |
| June 09, 2017 Filed Jun 9, 2017 20:01 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | Exercise / conversionCommon Stock | 7,056 | $15.83 | $111,696.48 |
DisclosureSEC source: 0001562180-17-002243 · primarydocument.xml · nonDerivative · entry 1 GREENPLATE PAUL S · CIK 0001703131 · EVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,535 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, 2017 Filed Apr 18, 2017 20:24 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | Tax withholdingCommon Stock | 58 | $45.05 | $2,612.90 |
DisclosureSEC source: 0001562180-17-001519 · primarydocument.xml · nonDerivative · entry 1 GREENPLATE PAUL S · CIK 0001703131 · EVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,479 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.