Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| WSFS FINANCIAL CORPWSFS · Entity 4058 | Director | August 13, 2021 | August 17, 2021 |
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 August 13, 2021 · Filed August 17, 2021
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 10,769 |
Reported balance
After 2021-08-13 transaction · row 1
1 source rowRow 1 · 2021-08-13 · Grant · Acquired 769 · Balance 10,769 |
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 |
|---|---|---|---|---|---|---|
| August 13, 2021 Filed Aug 17, 2021 20:40 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | GrantCommon Stock | 769 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-21-005344 · primarydocument.xml · nonDerivative · entry 1 TURNER MARK A · CIK 0001228135 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,769 Read SEC document |
| June 08, 2021 Filed Jun 9, 2021 15:55 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | SaleCommon Stock | 13,340 | $54.64 | $728,917.61 |
DisclosureSEC source: 0001562180-21-004146 · primarydocument.xml · nonDerivative · entry 1 TURNER MARK A · CIK 0001228135 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,000 F1 · price: Represents a weighted-average price. These shares were sold in multiple transactions at prices ranging from $54.52 to $55.035, 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 27, 2021 Filed Jun 3, 2021 14:38 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | SaleCommon Stock | 24,336 | $52.82 | $1,285,439.69 |
DisclosureSEC source: 0001562180-21-003973 · primarydocument.xml · nonDerivative · entry 1 TURNER MARK A · CIK 0001228135 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,340 F1 · price: Represents a weighted-average price. These shares were sold in multiple transactions at prices ranging from $52.52 to $53.11, 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. F2 · balance_after: Amount includes shares previously disclosed as held indirectly in a 401k plan. As of this filing, zero shares are held indirectly in a 401k plan and all shares are held directly by the filer. Read SEC document |
| May 18, 2021 Filed May 19, 2021 19:30 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | SaleCommon Stock | 6,471 | $52.95 | $342,665.98 |
DisclosureSEC source: 0001562180-21-003597 · primarydocument.xml · nonDerivative · entry 2 TURNER MARK A · CIK 0001228135 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,742 F2 · price: Represents a weighted-average price. These shares were sold in multiple transactions at prices ranging from $52.39 to $53.43, 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 17, 2021 Filed May 19, 2021 19:30 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | SaleCommon Stock | 22,441 | $53.59 | $1,202,516.69 |
DisclosureSEC source: 0001562180-21-003597 · primarydocument.xml · nonDerivative · entry 1 TURNER MARK A · CIK 0001228135 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,213 F1 · price: Represents a weighted-average price. These shares were sold in multiple transactions at prices ranging from $53.38 to $53.64, 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 10, 2021 Filed May 11, 2021 12:27 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | SaleCommon Stock | 30,000 | $51.83 | $1,554,879.00 |
DisclosureSEC source: 0001562180-21-003382 · primarydocument.xml · nonDerivative · entry 1 TURNER MARK A · CIK 0001228135 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 43,654 F1 · price: Represents a weighted-average price. These shares were sold in multiple transactions at prices ranging from $51.350 to $52.635, 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 29, 2021 12:49 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | SaleCommon Stock | 30,000 | $50.65 | $1,519,479.00 |
DisclosureSEC source: 0001562180-21-003007 · primarydocument.xml · nonDerivative · entry 1 TURNER MARK A · CIK 0001228135 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 73,654 F1 · price: Represents a weighted-average price. These shares were sold in multiple transactions at prices ranging from $50.16 to $50.83, 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 |
| March 11, 2021 Filed Mar 15, 2021 20:14 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | SaleCommon Stock | 40,415 | $52.22 | $2,110,471.30 |
DisclosureSEC source: 0001562180-21-002237 · primarydocument.xml · nonDerivative · entry 1 TURNER MARK A · CIK 0001228135 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 103,654 F1 · shares: Includes 7,500 shares previously held in an IRA. F2 · price: Represents a weighted-average price. These shares were sold in multiple transactions at prices ranging from $51.77 to $53.08, 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 23, 2020 Filed Dec 28, 2020 14:38 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | Exercise / conversionStock Options (Right to buy) · Derivative | 27,906 | $0.00 Strike: $43.28 | $0.00 |
DisclosureSEC source: 0001562180-20-007461 · primarydocument.xml · derivative · entry 5 TURNER MARK A · CIK 0001228135 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 27,906 shares Expires 2021-01-01 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 |
| December 23, 2020 Filed Dec 28, 2020 14:38 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | Tax withholdingCommon Stock | 27,338 | $44.18 | $1,207,792.84 |
DisclosureSEC source: 0001562180-20-007461 · primarydocument.xml · nonDerivative · entry 2 TURNER MARK A · CIK 0001228135 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 136,569 F1 · kind: Represents a "net exercise" of outstanding stock options. The reporting person received 568 shares of common stock on net exercise of option to purchase 27,906 shares of common stock. The Company withheld 27,338 shares of common stock underlying the option for payment of the exercise price, using the closing stock price on December 23, 2020 of $44.18, pursuant to terms of the 2018 Equity Incentive Plan. Read SEC document |
| December 23, 2020 Filed Dec 28, 2020 14:38 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | Exercise / conversionCommon Stock | 27,906 | $43.28 | $1,207,771.68 |
DisclosureSEC source: 0001562180-20-007461 · primarydocument.xml · nonDerivative · entry 1 TURNER MARK A · CIK 0001228135 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 163,907 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 |
| August 14, 2020 Filed Aug 18, 2020 23:25 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | GrantCommon Stock | 1,542 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-20-005523 · primarydocument.xml · nonDerivative · entry 1 TURNER MARK A · CIK 0001228135 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 136,001 Read SEC document |
| January 02, 2020 Filed Jan 6, 2020 23:18 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | Tax withholdingCommon Stock | 3,048 | $43.99 | $134,081.52 |
DisclosureSEC source: 0001562180-20-000238 · primarydocument.xml · nonDerivative · entry 3 TURNER MARK A · CIK 0001228135 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 134,459 Read SEC document |
| January 02, 2020 Filed Jan 6, 2020 23:18 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | Tax withholdingCommon Stock | 1,217 | $43.99 | $53,535.83 |
DisclosureSEC source: 0001562180-20-000238 · primarydocument.xml · nonDerivative · entry 2 TURNER MARK A · CIK 0001228135 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 137,507 Read SEC document |
| January 02, 2020 Filed Jan 6, 2020 23:18 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | Tax withholdingCommon Stock | 1,609 | $43.99 | $70,779.91 |
DisclosureSEC source: 0001562180-20-000238 · primarydocument.xml · nonDerivative · entry 1 TURNER MARK A · CIK 0001228135 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 138,724 Read SEC document |
| August 29, 2019 Filed Aug 29, 2019 21:06 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 42,731 | $0.00 Strike: $16.51 | $0.00 |
DisclosureSEC source: 0001562180-19-004522 · primarydocument.xml · derivative · entry 11 TURNER MARK A · CIK 0001228135 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 42,731 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. F4 · derivative.exercise_date: Vests 300,000 share(s) on 28-Feb-2015, 150,000 share(s) on 29-Feb-2016, 150,000 share(s) on 28-Feb-2017, 150,000 share(s) on 28-Feb-2018 Read SEC document |
| August 29, 2019 Filed Aug 29, 2019 21:06 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | SaleCommon Stock | 42,731 | $41.55 | $1,775,601.24 |
DisclosureSEC source: 0001562180-19-004522 · primarydocument.xml · nonDerivative · entry 6 TURNER MARK A · CIK 0001228135 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 140,333 F3 · price: Represents a weighted-average price. These shares were sold in multiple transactions at prices ranging from $41.21 to $41.75, 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 |
| August 29, 2019 Filed Aug 29, 2019 21:06 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | Exercise / conversionCommon Stock | 42,731 | $16.51 | $705,347.80 |
DisclosureSEC source: 0001562180-19-004522 · primarydocument.xml · nonDerivative · entry 5 TURNER MARK A · CIK 0001228135 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 183,064 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 |
| August 28, 2019 Filed Aug 29, 2019 21:06 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 60,000 | $0.00 Strike: $16.51 | $0.00 |
DisclosureSEC source: 0001562180-19-004522 · primarydocument.xml · derivative · entry 10 TURNER MARK A · CIK 0001228135 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 42,731 Underlying: Common Stock · 60,000 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. F4 · derivative.exercise_date: Vests 300,000 share(s) on 28-Feb-2015, 150,000 share(s) on 29-Feb-2016, 150,000 share(s) on 28-Feb-2017, 150,000 share(s) on 28-Feb-2018 Read SEC document |
| August 28, 2019 Filed Aug 29, 2019 21:06 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | SaleCommon Stock | 60,000 | $41.12 | $2,467,074.00 |
DisclosureSEC source: 0001562180-19-004522 · primarydocument.xml · nonDerivative · entry 4 TURNER MARK A · CIK 0001228135 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 140,333 F2 · price: Represents a weighted-average price. These shares were sold in multiple transactions at prices ranging from $41.00 to $41.26, 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 |
| August 28, 2019 Filed Aug 29, 2019 21:06 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | Exercise / conversionCommon Stock | 60,000 | $16.51 | $990,402.00 |
DisclosureSEC source: 0001562180-19-004522 · primarydocument.xml · nonDerivative · entry 3 TURNER MARK A · CIK 0001228135 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 200,333 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 |
| August 27, 2019 Filed Aug 29, 2019 21:06 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 21,446 | $0.00 Strike: $16.51 | $0.00 |
DisclosureSEC source: 0001562180-19-004522 · primarydocument.xml · derivative · entry 9 TURNER MARK A · CIK 0001228135 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 102,731 Underlying: Common Stock · 21,446 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. F4 · derivative.exercise_date: Vests 300,000 share(s) on 28-Feb-2015, 150,000 share(s) on 29-Feb-2016, 150,000 share(s) on 28-Feb-2017, 150,000 share(s) on 28-Feb-2018 Read SEC document |
| August 27, 2019 Filed Aug 29, 2019 21:06 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | SaleCommon Stock | 21,446 | $41.34 | $886,656.99 |
DisclosureSEC source: 0001562180-19-004522 · primarydocument.xml · nonDerivative · entry 2 TURNER MARK A · CIK 0001228135 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 140,333 F1 · price: Represents a weighted-average price. These shares were sold in multiple transactions at prices ranging from $41.00 to $42.06, 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 |
| August 27, 2019 Filed Aug 29, 2019 21:06 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | Exercise / conversionCommon Stock | 21,446 | $16.51 | $354,002.69 |
DisclosureSEC source: 0001562180-19-004522 · primarydocument.xml · nonDerivative · entry 1 TURNER MARK A · CIK 0001228135 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 161,779 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 29, 2019 Filed May 1, 2019 17:36 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | Exercise / conversionStock Options (Right to buy) · Derivative | 75,475 | $0.00 Strike: $16.51 | $0.00 |
DisclosureSEC source: 0001562180-19-002459 · primarydocument.xml · derivative · entry 5 TURNER MARK A · CIK 0001228135 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 124,177 Underlying: Common Stock · 75,475 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. F3 · derivative.exercise_date: Vests 300,000 share(s) on 28-Feb-2015, 150,000 share(s) on 29-Feb-2016, 150,000 share(s) on 28-Feb-2017, 150,000 share(s) on 28-Feb-2018 Read SEC document |
| April 29, 2019 Filed May 1, 2019 17:36 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | SaleCommon Stock | 75,475 | $43.03 | $3,247,689.25 |
DisclosureSEC source: 0001562180-19-002459 · primarydocument.xml · nonDerivative · entry 2 TURNER MARK A · CIK 0001228135 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 140,333 F1 · kind: This sale was effected pursuant to a 10b5-1 trading plan previously adopted by Mr. Turner. F2 · price: Represents a weighted-average price. These shares were sold in multiple transactions at prices ranging from $42.50 to $43.73, 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 29, 2019 Filed May 1, 2019 17:36 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | Exercise / conversionCommon Stock | 75,475 | $16.51 | $1,245,843.18 |
DisclosureSEC source: 0001562180-19-002459 · primarydocument.xml · nonDerivative · entry 1 TURNER MARK A · CIK 0001228135 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 215,808 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 26, 2019 Filed Apr 26, 2019 21:57 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | Exercise / conversionStock Options (Right to buy) · Derivative | 69,119 | $0.00 Strike: $16.51 | $0.00 |
DisclosureSEC source: 0001562180-19-002383 · primarydocument.xml · derivative · entry 8 TURNER MARK A · CIK 0001228135 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 199,652 Underlying: Common Stock · 69,119 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. F4 · derivative.exercise_date: Vests 300,000 share(s) on 28-Feb-2015, 150,000 share(s) on 29-Feb-2016, 150,000 share(s) on 28-Feb-2017, 150,000 share(s) on 28-Feb-2018 Read SEC document |
| April 26, 2019 Filed Apr 26, 2019 21:57 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | SaleCommon Stock | 69,119 | $42.79 | $2,957,602.01 |
DisclosureSEC source: 0001562180-19-002383 · primarydocument.xml · nonDerivative · entry 4 TURNER MARK A · CIK 0001228135 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 140,333 F1 · kind: This sale was effected pursuant to a 10b5-1 trading plan previously adopted by Mr. Turner. F3 · price: Represents a weighted-average price. These shares were sold in multiple transactions at prices ranging from $42.50 to $43.31, 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 26, 2019 Filed Apr 26, 2019 21:57 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | Exercise / conversionCommon Stock | 69,119 | $16.51 | $1,140,926.60 |
DisclosureSEC source: 0001562180-19-002383 · primarydocument.xml · nonDerivative · entry 3 TURNER MARK A · CIK 0001228135 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 209,452 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 |
| April 25, 2019 Filed Apr 26, 2019 21:57 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | Exercise / conversionStock Options (Right to buy) · Derivative | 27,035 | $0.00 Strike: $16.51 | $0.00 |
DisclosureSEC source: 0001562180-19-002383 · primarydocument.xml · derivative · entry 7 TURNER MARK A · CIK 0001228135 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 268,771 Underlying: Common Stock · 27,035 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. F4 · derivative.exercise_date: Vests 300,000 share(s) on 28-Feb-2015, 150,000 share(s) on 29-Feb-2016, 150,000 share(s) on 28-Feb-2017, 150,000 share(s) on 28-Feb-2018 Read SEC document |
| April 25, 2019 Filed Apr 26, 2019 21:57 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | SaleCommon Stock | 27,035 | $42.78 | $1,156,557.30 |
DisclosureSEC source: 0001562180-19-002383 · primarydocument.xml · nonDerivative · entry 2 TURNER MARK A · CIK 0001228135 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 140,333 F1 · kind: This sale was effected pursuant to a 10b5-1 trading plan previously adopted by Mr. Turner. F2 · price: Represents a weighted-average price. These shares were sold in multiple transactions at prices ranging from $42.50 to $42.95, 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, 2019 Filed Apr 26, 2019 21:57 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | Exercise / conversionCommon Stock | 27,035 | $16.51 | $446,258.63 |
DisclosureSEC source: 0001562180-19-002383 · primarydocument.xml · nonDerivative · entry 1 TURNER MARK A · CIK 0001228135 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 167,368 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 24, 2019 Filed Apr 25, 2019 12:47 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | Exercise / conversionStock Options (Right to buy) · Derivative | 43,826 | $0.00 Strike: $16.51 | $0.00 |
DisclosureSEC source: 0001562180-19-002342 · primarydocument.xml · derivative · entry 8 TURNER MARK A · CIK 0001228135 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 295,806 Underlying: Common Stock · 43,826 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. F4 · derivative.exercise_date: Vests 300,000 share(s) on 28-Feb-2015, 150,000 share(s) on 29-Feb-2016, 150,000 share(s) on 28-Feb-2017, 150,000 share(s) on 28-Feb-2018 Read SEC document |
| April 24, 2019 Filed Apr 25, 2019 12:47 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | SaleCommon Stock | 43,826 | $42.99 | $1,884,079.74 |
DisclosureSEC source: 0001562180-19-002342 · primarydocument.xml · nonDerivative · entry 4 TURNER MARK A · CIK 0001228135 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 140,333 F1 · kind: This sale was effected pursuant to a 10b5-1 trading plan previously adopted by Mr. Turner. F3 · price: Represents a weighted-average price. These shares were sold in multiple transactions at prices ranging from $42.52 to $42.99, 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 24, 2019 Filed Apr 25, 2019 12:47 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | Exercise / conversionCommon Stock | 43,826 | $16.51 | $723,422.63 |
DisclosureSEC source: 0001562180-19-002342 · primarydocument.xml · nonDerivative · entry 3 TURNER MARK A · CIK 0001228135 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 184,159 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 23, 2019 Filed Apr 25, 2019 12:47 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | Exercise / conversionStock Options (Right to buy) · Derivative | 21,910 | $0.00 Strike: $16.51 | $0.00 |
DisclosureSEC source: 0001562180-19-002342 · primarydocument.xml · derivative · entry 7 TURNER MARK A · CIK 0001228135 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 339,632 Underlying: Common Stock · 21,910 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. F4 · derivative.exercise_date: Vests 300,000 share(s) on 28-Feb-2015, 150,000 share(s) on 29-Feb-2016, 150,000 share(s) on 28-Feb-2017, 150,000 share(s) on 28-Feb-2018 Read SEC document |
| April 23, 2019 Filed Apr 25, 2019 12:47 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | SaleCommon Stock | 21,910 | $42.58 | $932,883.98 |
DisclosureSEC source: 0001562180-19-002342 · primarydocument.xml · nonDerivative · entry 2 TURNER MARK A · CIK 0001228135 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 140,333 F1 · kind: This sale was effected pursuant to a 10b5-1 trading plan previously adopted by Mr. Turner. F2 · price: Represents a weighted-average price. These shares were sold in multiple transactions at prices ranging from $42.50 to $42.73, 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 23, 2019 Filed Apr 25, 2019 12:47 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | Exercise / conversionCommon Stock | 21,910 | $16.51 | $361,661.80 |
DisclosureSEC source: 0001562180-19-002342 · primarydocument.xml · nonDerivative · entry 1 TURNER MARK A · CIK 0001228135 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 162,243 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 18, 2019 Filed Apr 22, 2019 21:07 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | Exercise / conversionStock Options (Right to buy) · Derivative | 300 | $42.50 Strike: $16.51 | $12,750.00 |
DisclosureSEC source: 0001562180-19-002325 · primarydocument.xml · derivative · entry 5 TURNER MARK A · CIK 0001228135 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 361,542 Underlying: Common Stock · 300 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 300,000 share(s) on 28-Feb-2015, 150,000 share(s) on 29-Feb-2016, 150,000 share(s) on 28-Feb-2017, 150,000 share(s) on 28-Feb-2018 Read SEC document |
| April 18, 2019 Filed Apr 22, 2019 21:07 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | SaleCommon Stock | 300 | $42.50 | $12,750.00 |
DisclosureSEC source: 0001562180-19-002325 · primarydocument.xml · nonDerivative · entry 2 TURNER MARK A · CIK 0001228135 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 140,333 F1 · kind: This sale was effected pursuant to a 10b5-1 trading plan previously adopted by Mr. Turner. Read SEC document |
| April 18, 2019 Filed Apr 22, 2019 21:07 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | Exercise / conversionCommon Stock | 300 | $16.51 | $4,952.01 |
DisclosureSEC source: 0001562180-19-002325 · primarydocument.xml · nonDerivative · entry 1 TURNER MARK A · CIK 0001228135 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 140,633 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 22:34 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | Tax withholdingCommon Stock | 537 | $40.98 | $22,006.26 |
DisclosureSEC source: 0001562180-19-002307 · primarydocument.xml · nonDerivative · entry 1 TURNER MARK A · CIK 0001228135 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 140,333 F1 · shares: Represents shares withheld to cover taxes due on vested restricted stock units Read SEC document |
| March 04, 2019 Filed Mar 6, 2019 13:45 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | Exercise / conversionStock Options (Right to buy) · Derivative | 14,335 | $0.00 Strike: $16.51 | $0.00 |
DisclosureSEC source: 0001562180-19-001736 · primarydocument.xml · derivative · entry 6 TURNER MARK A · CIK 0001228135 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 361,842 Underlying: Common Stock · 14,335 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. F3 · derivative.exercise_date: Vests 300,000 share(s) on 28-Feb-2015, 150,000 share(s) on 29-Feb-2016, 150,000 share(s) on 28-Feb-2017, 150,000 share(s) on 28-Feb-2018 Read SEC document |
| March 04, 2019 Filed Mar 6, 2019 13:45 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | SaleCommon Stock | 14,335 | $45.02 | $645,361.70 |
DisclosureSEC source: 0001562180-19-001736 · primarydocument.xml · nonDerivative · entry 2 TURNER MARK A · CIK 0001228135 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 140,870 F1 · kind: This sale was effected pursuant to a 10b5-1 trading plan previously adopted by Mr. Turner. F2 · price: Represents a weighted-average price. These shares were sold in multiple transactions at prices ranging from $45.00 to $45.11, 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 |
| March 04, 2019 Filed Mar 6, 2019 13:45 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | Exercise / conversionCommon Stock | 14,335 | $16.51 | $236,623.54 |
DisclosureSEC source: 0001562180-19-001736 · primarydocument.xml · nonDerivative · entry 1 TURNER MARK A · CIK 0001228135 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 155,205 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, 2019 Filed Mar 5, 2019 00:25 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | GrantStock Options (Right to buy) · Derivative | 27,906 | $0.00 Strike: $43.28 | $0.00 |
DisclosureSEC source: 0001562180-19-001618 · primarydocument.xml · derivative · entry 5 TURNER MARK A · CIK 0001228135 · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,906 Underlying: Common Stock · 27,906 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 00:25 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | GrantCommon Stock | 2,625 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-19-001618 · primarydocument.xml · nonDerivative · entry 2 TURNER MARK A · CIK 0001228135 · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 140,870 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 00:25 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | GrantCommon Stock | 6,609 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-19-001618 · primarydocument.xml · nonDerivative · entry 1 TURNER MARK A · CIK 0001228135 · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 138,245 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 |
| October 09, 2018 Filed Oct 9, 2018 21:03 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | Exercise / conversionStock Options (Right to buy) · Derivative | 3,305 | $0.00 Strike: $16.51 | $0.00 |
DisclosureSEC source: 0001562180-18-004203 · primarydocument.xml · derivative · entry 11 TURNER MARK A · CIK 0001228135 · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 376,177 Underlying: Common Stock · 3,305 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. F5 · derivative.exercise_date: Vests 300,000 share(s) on 28-Feb-2015, 150,000 share(s) on 29-Feb-2016, 150,000 share(s) on 28-Feb-2017, 150,000 share(s) on 28-Feb-2018 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.