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 |
|---|---|---|---|---|---|---|
| October 09, 2018 Filed Oct 9, 2018 21:03 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | SaleCommon Stock | 3,305 | $47.95 | $158,474.75 |
DisclosureSEC source: 0001562180-18-004203 · primarydocument.xml · nonDerivative · entry 6 TURNER MARK A · CIK 0001228135 · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 131,636 F1 · kind: This sale was effected pursuant to a 10b5-1 trading plan previously adopted by Mr. Turner. F4 · price: Represents a weighted-average price. These shares were sold in multiple transactions at prices ranging from $47.71 to $48.29, 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 |
| October 09, 2018 Filed Oct 9, 2018 21:03 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | Exercise / conversionCommon Stock | 3,305 | $16.51 | $54,554.64 |
DisclosureSEC source: 0001562180-18-004203 · primarydocument.xml · nonDerivative · entry 5 TURNER MARK A · CIK 0001228135 · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 134,941 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 |
| October 08, 2018 Filed Oct 9, 2018 21:03 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | Exercise / conversionStock Options (Right to buy) · Derivative | 25,700 | $0.00 Strike: $16.51 | $0.00 |
DisclosureSEC source: 0001562180-18-004203 · primarydocument.xml · derivative · entry 10 TURNER MARK A · CIK 0001228135 · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 379,482 Underlying: Common Stock · 25,700 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 |
| October 08, 2018 Filed Oct 9, 2018 21:03 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | SaleCommon Stock | 25,700 | $47.81 | $1,228,717.00 |
DisclosureSEC source: 0001562180-18-004203 · primarydocument.xml · nonDerivative · entry 4 TURNER MARK A · CIK 0001228135 · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 131,636 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 $47.50 to $48.08, 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 |
| October 08, 2018 Filed Oct 9, 2018 21:03 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | Exercise / conversionCommon Stock | 25,700 | $16.51 | $424,222.19 |
DisclosureSEC source: 0001562180-18-004203 · primarydocument.xml · nonDerivative · entry 3 TURNER MARK A · CIK 0001228135 · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 157,336 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 |
| October 05, 2018 Filed Oct 9, 2018 21:03 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | Exercise / conversionStock Options (Right to buy) · Derivative | 12,995 | $0.00 Strike: $16.51 | $0.00 |
DisclosureSEC source: 0001562180-18-004203 · primarydocument.xml · derivative · entry 9 TURNER MARK A · CIK 0001228135 · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 405,182 Underlying: Common Stock · 12,995 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 |
| October 05, 2018 Filed Oct 9, 2018 21:03 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | SaleCommon Stock | 12,995 | $47.59 | $618,432.05 |
DisclosureSEC source: 0001562180-18-004203 · primarydocument.xml · nonDerivative · entry 2 TURNER MARK A · CIK 0001228135 · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 131,636 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 $47.50 to $47.71, 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 |
| October 05, 2018 Filed Oct 9, 2018 21:03 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | Exercise / conversionCommon Stock | 12,995 | $16.51 | $214,504.57 |
DisclosureSEC source: 0001562180-18-004203 · primarydocument.xml · nonDerivative · entry 1 TURNER MARK A · CIK 0001228135 · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 144,631 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 |
| September 06, 2018 Filed Sep 7, 2018 21:08 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 19,898 | $0.00 Strike: $16.51 | $0.00 |
DisclosureSEC source: 0001562180-18-003867 · primarydocument.xml · derivative · entry 8 TURNER MARK A · CIK 0001228135 · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 418,177 Underlying: Common Stock · 19,898 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 |
| September 06, 2018 Filed Sep 7, 2018 21:08 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | SaleCommon Stock | 19,898 | $48.78 | $970,568.73 |
DisclosureSEC source: 0001562180-18-003867 · primarydocument.xml · nonDerivative · entry 4 TURNER MARK A · CIK 0001228135 · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 131,636 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 $48.45 to $49.15, 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 |
| September 06, 2018 Filed Sep 7, 2018 21:08 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | Exercise / conversionCommon Stock | 19,898 | $16.51 | $328,450.32 |
DisclosureSEC source: 0001562180-18-003867 · primarydocument.xml · nonDerivative · entry 3 TURNER MARK A · CIK 0001228135 · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 151,534 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 |
| September 05, 2018 Filed Sep 7, 2018 21:08 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 22,102 | $0.00 Strike: $16.51 | $0.00 |
DisclosureSEC source: 0001562180-18-003867 · primarydocument.xml · derivative · entry 7 TURNER MARK A · CIK 0001228135 · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 438,075 Underlying: Common Stock · 22,102 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 |
| September 05, 2018 Filed Sep 7, 2018 21:08 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | SaleCommon Stock | 22,102 | $48.67 | $1,075,642.45 |
DisclosureSEC source: 0001562180-18-003867 · primarydocument.xml · nonDerivative · entry 2 TURNER MARK A · CIK 0001228135 · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 131,636 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 $48.50 to $49.15, 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 |
| September 05, 2018 Filed Sep 7, 2018 21:08 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | Exercise / conversionCommon Stock | 22,102 | $16.51 | $364,831.08 |
DisclosureSEC source: 0001562180-18-003867 · primarydocument.xml · nonDerivative · entry 1 TURNER MARK A · CIK 0001228135 · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 153,738 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 |
| August 08, 2018 Filed Aug 8, 2018 21:24 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | Exercise / conversionStock Options (Right to buy) · Derivative | 33,899 | $0.00 Strike: $16.51 | $0.00 |
DisclosureSEC source: 0001562180-18-003530 · primarydocument.xml · derivative · entry 19 TURNER MARK A · CIK 0001228135 · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 460,177 Underlying: Common Stock · 33,899 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. F7 · 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 08, 2018 Filed Aug 8, 2018 21:24 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | SaleCommon Stock | 33,899 | $51.29 | $1,738,808.53 |
DisclosureSEC source: 0001562180-18-003530 · primarydocument.xml · nonDerivative · entry 14 TURNER MARK A · CIK 0001228135 · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 131,636 F1 · kind: This sale was effected pursuant to a 10b5-1 trading plan previously adopted by Mr. Turner. F6 · price: Represents a weighted-average price. These shares were sold in multiple transactions at prices ranging from $50.50 to $52.25, 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 08, 2018 Filed Aug 8, 2018 21:24 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | Exercise / conversionCommon Stock | 33,899 | $16.51 | $559,560.62 |
DisclosureSEC source: 0001562180-18-003530 · primarydocument.xml · nonDerivative · entry 13 TURNER MARK A · CIK 0001228135 · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 165,535 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 |
| August 07, 2018 Filed Aug 8, 2018 21:24 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | Exercise / conversionStock Options (Right to buy) · Derivative | 11,101 | $0.00 Strike: $16.51 | $0.00 |
DisclosureSEC source: 0001562180-18-003530 · primarydocument.xml · derivative · entry 18 TURNER MARK A · CIK 0001228135 · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 494,076 Underlying: Common Stock · 11,101 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. F7 · 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 07, 2018 Filed Aug 8, 2018 21:24 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | SaleCommon Stock | 3,900 | $55.39 | $216,038.94 |
DisclosureSEC source: 0001562180-18-003530 · primarydocument.xml · nonDerivative · entry 12 TURNER MARK A · CIK 0001228135 · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 131,636 F1 · kind: This sale was effected pursuant to a 10b5-1 trading plan previously adopted by Mr. Turner. F5 · price: Represents a weighted-average price. These shares were sold in multiple transactions at prices ranging from $55.15 to $55.70, 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 07, 2018 Filed Aug 8, 2018 21:24 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | Exercise / conversionCommon Stock | 3,900 | $16.51 | $64,376.13 |
DisclosureSEC source: 0001562180-18-003530 · primarydocument.xml · nonDerivative · entry 11 TURNER MARK A · CIK 0001228135 · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 135,536 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 07, 2018 Filed Aug 8, 2018 21:24 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | SaleCommon Stock | 3,900 | $55.39 | $216,015.15 |
DisclosureSEC source: 0001562180-18-003530 · primarydocument.xml · nonDerivative · entry 10 TURNER MARK A · CIK 0001228135 · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 131,636 F1 · kind: This sale was effected pursuant to a 10b5-1 trading plan previously adopted by Mr. Turner. F5 · price: Represents a weighted-average price. These shares were sold in multiple transactions at prices ranging from $55.15 to $55.70, 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 07, 2018 Filed Aug 8, 2018 21:24 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | Exercise / conversionCommon Stock | 3,900 | $16.51 | $64,376.13 |
DisclosureSEC source: 0001562180-18-003530 · primarydocument.xml · nonDerivative · entry 9 TURNER MARK A · CIK 0001228135 · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 135,536 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 07, 2018 Filed Aug 8, 2018 21:24 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | SaleCommon Stock | 3,301 | $55.39 | $182,855.26 |
DisclosureSEC source: 0001562180-18-003530 · primarydocument.xml · nonDerivative · entry 8 TURNER MARK A · CIK 0001228135 · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 131,636 F1 · kind: This sale was effected pursuant to a 10b5-1 trading plan previously adopted by Mr. Turner. F5 · price: Represents a weighted-average price. These shares were sold in multiple transactions at prices ranging from $55.15 to $55.70, 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 07, 2018 Filed Aug 8, 2018 21:24 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | Exercise / conversionCommon Stock | 3,301 | $16.51 | $54,488.62 |
DisclosureSEC source: 0001562180-18-003530 · primarydocument.xml · nonDerivative · entry 7 TURNER MARK A · CIK 0001228135 · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 134,937 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 06, 2018 Filed Aug 8, 2018 21:24 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | Exercise / conversionStock Options (Right to buy) · Derivative | 13,823 | $0.00 Strike: $16.51 | $0.00 |
DisclosureSEC source: 0001562180-18-003530 · primarydocument.xml · derivative · entry 17 TURNER MARK A · CIK 0001228135 · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 505,177 Underlying: Common Stock · 13,823 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. F7 · 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 06, 2018 Filed Aug 8, 2018 21:24 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | SaleCommon Stock | 4,117 | $55.46 | $228,340.35 |
DisclosureSEC source: 0001562180-18-003530 · primarydocument.xml · nonDerivative · entry 6 TURNER MARK A · CIK 0001228135 · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 131,636 F1 · kind: This sale was effected pursuant to a 10b5-1 trading plan previously adopted by Mr. Turner. F4 · price: Represents a weighted-average price. These shares were sold in multiple transactions at prices ranging from $55.20 to $55.65, 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 06, 2018 Filed Aug 8, 2018 21:24 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | Exercise / conversionCommon Stock | 4,117 | $16.51 | $67,958.08 |
DisclosureSEC source: 0001562180-18-003530 · primarydocument.xml · nonDerivative · entry 5 TURNER MARK A · CIK 0001228135 · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 135,753 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 06, 2018 Filed Aug 8, 2018 21:24 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | SaleCommon Stock | 4,906 | $55.45 | $272,040.15 |
DisclosureSEC source: 0001562180-18-003530 · primarydocument.xml · nonDerivative · entry 4 TURNER MARK A · CIK 0001228135 · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 131,636 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 $55.30 to $55.65, 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 06, 2018 Filed Aug 8, 2018 21:24 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | Exercise / conversionCommon Stock | 4,906 | $16.51 | $80,981.87 |
DisclosureSEC source: 0001562180-18-003530 · primarydocument.xml · nonDerivative · entry 3 TURNER MARK A · CIK 0001228135 · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 136,542 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 06, 2018 Filed Aug 8, 2018 21:24 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | SaleCommon Stock | 4,800 | $55.47 | $266,249.76 |
DisclosureSEC source: 0001562180-18-003530 · primarydocument.xml · nonDerivative · entry 2 TURNER MARK A · CIK 0001228135 · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 131,636 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 $55.35 to $55.60, 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 |
| August 06, 2018 Filed Aug 8, 2018 21:24 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | Exercise / conversionCommon Stock | 4,800 | $16.51 | $79,232.16 |
DisclosureSEC source: 0001562180-18-003530 · primarydocument.xml · nonDerivative · entry 1 TURNER MARK A · CIK 0001228135 · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 136,436 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 |
| July 24, 2018 Filed Jul 24, 2018 16:18 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | Exercise / conversionStock Options (Right to buy) · Derivative | 4,768 | $0.00 Strike: $16.51 | $0.00 |
DisclosureSEC source: 0001562180-18-003393 · primarydocument.xml · derivative · entry 8 TURNER MARK A · CIK 0001228135 · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 519,000 Underlying: Common Stock · 4,768 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 |
| July 24, 2018 Filed Jul 24, 2018 16:18 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | SaleCommon Stock | 4,768 | $56.21 | $268,002.60 |
DisclosureSEC source: 0001562180-18-003393 · primarydocument.xml · nonDerivative · entry 4 TURNER MARK A · CIK 0001228135 · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 131,636 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 $55.30 to $57.00, 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 |
| July 24, 2018 Filed Jul 24, 2018 16:18 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | Exercise / conversionCommon Stock | 4,768 | $16.51 | $78,703.95 |
DisclosureSEC source: 0001562180-18-003393 · primarydocument.xml · nonDerivative · entry 3 TURNER MARK A · CIK 0001228135 · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 136,404 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 |
| July 23, 2018 Filed Jul 24, 2018 16:18 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | Exercise / conversionStock Options (Right to buy) · Derivative | 16,117 | $0.00 Strike: $16.51 | $0.00 |
DisclosureSEC source: 0001562180-18-003393 · primarydocument.xml · derivative · entry 7 TURNER MARK A · CIK 0001228135 · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 523,768 Underlying: Common Stock · 16,117 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 |
| July 23, 2018 Filed Jul 24, 2018 16:18 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | SaleCommon Stock | 16,117 | $55.15 | $888,820.32 |
DisclosureSEC source: 0001562180-18-003393 · primarydocument.xml · nonDerivative · entry 2 TURNER MARK A · CIK 0001228135 · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 131,636 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 $55.00 to $55.425, 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 |
| July 23, 2018 Filed Jul 24, 2018 16:18 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | Exercise / conversionCommon Stock | 16,117 | $16.51 | $266,038.48 |
DisclosureSEC source: 0001562180-18-003393 · primarydocument.xml · nonDerivative · entry 1 TURNER MARK A · CIK 0001228135 · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 147,753 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 |
| July 11, 2018 Filed Jul 12, 2018 22:11 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | Exercise / conversionStock Options (Right to buy) · Derivative | 7,147 | $0.00 Strike: $16.51 | $0.00 |
DisclosureSEC source: 0001562180-18-003280 · primarydocument.xml · derivative · entry 8 TURNER MARK A · CIK 0001228135 · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 539,885 Underlying: Common Stock · 7,147 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 |
| July 11, 2018 Filed Jul 12, 2018 22:11 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | SaleCommon Stock | 7,147 | $54.02 | $386,110.96 |
DisclosureSEC source: 0001562180-18-003280 · primarydocument.xml · nonDerivative · entry 4 TURNER MARK A · CIK 0001228135 · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 131,636 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 $53.80 to $54.25, 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 |
| July 11, 2018 Filed Jul 12, 2018 22:11 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | Exercise / conversionCommon Stock | 7,147 | $16.51 | $117,973.38 |
DisclosureSEC source: 0001562180-18-003280 · primarydocument.xml · nonDerivative · entry 3 TURNER MARK A · CIK 0001228135 · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 138,783 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 |
| July 10, 2018 Filed Jul 12, 2018 22:11 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | Exercise / conversionStock Options (Right to buy) · Derivative | 10,980 | $0.00 Strike: $16.51 | $0.00 |
DisclosureSEC source: 0001562180-18-003280 · primarydocument.xml · derivative · entry 7 TURNER MARK A · CIK 0001228135 · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 547,032 Underlying: Common Stock · 10,980 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 |
| July 10, 2018 Filed Jul 12, 2018 22:11 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | SaleCommon Stock | 10,980 | $54.13 | $594,355.09 |
DisclosureSEC source: 0001562180-18-003280 · primarydocument.xml · nonDerivative · entry 2 TURNER MARK A · CIK 0001228135 · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 131,636 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 $53.7 to $54.85, 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 |
| July 10, 2018 Filed Jul 12, 2018 22:11 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | Exercise / conversionCommon Stock | 10,980 | $16.51 | $181,243.57 |
DisclosureSEC source: 0001562180-18-003280 · primarydocument.xml · nonDerivative · entry 1 TURNER MARK A · CIK 0001228135 · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 142,616 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 |
| July 09, 2018 Filed Jul 9, 2018 22:21 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | Exercise / conversionStock Options (Right to buy) · Derivative | 14,794 | $0.00 Strike: $16.51 | $0.00 |
DisclosureSEC source: 0001562180-18-003256 · primarydocument.xml · derivative · entry 11 TURNER MARK A · CIK 0001228135 · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 558,012 Underlying: Common Stock · 14,794 shares Expires 2020-02-20 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 |
| July 09, 2018 Filed Jul 9, 2018 22:21 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | SaleCommon Stock | 14,794 | $54.79 | $810,493.73 |
DisclosureSEC source: 0001562180-18-003256 · primarydocument.xml · nonDerivative · entry 6 TURNER MARK A · CIK 0001228135 · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 131,636 F1 · kind: This sale was effected pursuant to a 10b5-1 trading plan previously adopted by Mr. Turner. F4 · price: Represents a weighted-average price. These shares were sold in multiple transactions at prices ranging from $54.15 to $55.00, 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 |
| July 09, 2018 Filed Jul 9, 2018 22:21 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | Exercise / conversionCommon Stock | 14,794 | $16.51 | $244,200.12 |
DisclosureSEC source: 0001562180-18-003256 · primarydocument.xml · nonDerivative · entry 5 TURNER MARK A · CIK 0001228135 · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 146,430 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 |
| July 06, 2018 Filed Jul 9, 2018 22:21 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | Exercise / conversionStock Options (Right to buy) · Derivative | 13,343 | $0.00 Strike: $16.51 | $0.00 |
DisclosureSEC source: 0001562180-18-003256 · primarydocument.xml · derivative · entry 10 TURNER MARK A · CIK 0001228135 · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 572,806 Underlying: Common Stock · 13,343 shares Expires 2020-02-20 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 |
| July 06, 2018 Filed Jul 9, 2018 22:21 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | SaleCommon Stock | 13,343 | $54.29 | $724,386.13 |
DisclosureSEC source: 0001562180-18-003256 · primarydocument.xml · nonDerivative · entry 4 TURNER MARK A · CIK 0001228135 · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 131,636 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 $53.95 to $54.50, 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 |
| July 06, 2018 Filed Jul 9, 2018 22:21 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | Exercise / conversionCommon Stock | 13,343 | $16.51 | $220,248.90 |
DisclosureSEC source: 0001562180-18-003256 · primarydocument.xml · nonDerivative · entry 3 TURNER MARK A · CIK 0001228135 · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 144,979 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 |
| July 05, 2018 Filed Jul 9, 2018 22:21 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | Exercise / conversionStock Options (Right to buy) · Derivative | 16,851 | $0.00 Strike: $16.51 | $0.00 |
DisclosureSEC source: 0001562180-18-003256 · primarydocument.xml · derivative · entry 9 TURNER MARK A · CIK 0001228135 · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 586,149 Underlying: Common Stock · 16,851 shares Expires 2020-02-20 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.