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 |
|---|---|---|---|---|---|---|
| July 05, 2018 Filed Jul 9, 2018 22:21 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | SaleCommon Stock | 16,851 | $54.07 | $911,098.18 |
DisclosureSEC source: 0001562180-18-003256 · 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 $53.65 to $54.20, 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 05, 2018 Filed Jul 9, 2018 22:21 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | Exercise / conversionCommon Stock | 16,851 | $16.51 | $278,154.40 |
DisclosureSEC source: 0001562180-18-003256 · primarydocument.xml · nonDerivative · entry 1 TURNER MARK A · CIK 0001228135 · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 148,487 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 20, 2018 Filed Jun 20, 2018 16:27 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | Exercise / conversionStock Options (Right to buy) · Derivative | 5,409 | $0.00 Strike: $16.51 | $0.00 |
DisclosureSEC source: 0001562180-18-003065 · primarydocument.xml · derivative · entry 11 TURNER MARK A · CIK 0001228135 · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 603,000 Underlying: Common Stock · 5,409 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 |
| June 20, 2018 Filed Jun 20, 2018 16:27 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | SaleCommon Stock | 5,409 | $55.43 | $299,846.83 |
DisclosureSEC source: 0001562180-18-003065 · 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 $55.25 to $55.55, 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 |
| June 20, 2018 Filed Jun 20, 2018 16:27 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | Exercise / conversionCommon Stock | 5,409 | $16.51 | $89,284.74 |
DisclosureSEC source: 0001562180-18-003065 · primarydocument.xml · nonDerivative · entry 5 TURNER MARK A · CIK 0001228135 · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 137,045 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 19, 2018 Filed Jun 20, 2018 16:27 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | Exercise / conversionStock Options (Right to buy) · Derivative | 11,900 | $0.00 Strike: $16.51 | $0.00 |
DisclosureSEC source: 0001562180-18-003065 · primarydocument.xml · derivative · entry 10 TURNER MARK A · CIK 0001228135 · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 608,409 Underlying: Common Stock · 11,900 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 |
| June 19, 2018 Filed Jun 20, 2018 16:27 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | SaleCommon Stock | 11,900 | $55.19 | $656,797.89 |
DisclosureSEC source: 0001562180-18-003065 · 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 $55.00 to $55.475, 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 |
| June 19, 2018 Filed Jun 20, 2018 16:27 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | Exercise / conversionCommon Stock | 11,900 | $16.51 | $196,429.73 |
DisclosureSEC source: 0001562180-18-003065 · primarydocument.xml · nonDerivative · entry 3 TURNER MARK A · CIK 0001228135 · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 143,536 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 |
| June 18, 2018 Filed Jun 20, 2018 16:27 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | Exercise / conversionStock Options (Right to buy) · Derivative | 3,691 | $0.00 Strike: $16.51 | $0.00 |
DisclosureSEC source: 0001562180-18-003065 · primarydocument.xml · derivative · entry 9 TURNER MARK A · CIK 0001228135 · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 620,309 Underlying: Common Stock · 3,691 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 |
| June 18, 2018 Filed Jun 20, 2018 16:27 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | SaleCommon Stock | 3,691 | $55.01 | $203,036.00 |
DisclosureSEC source: 0001562180-18-003065 · 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 $55.05, 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 |
| June 18, 2018 Filed Jun 20, 2018 16:27 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | Exercise / conversionCommon Stock | 3,691 | $16.51 | $60,926.23 |
DisclosureSEC source: 0001562180-18-003065 · primarydocument.xml · nonDerivative · entry 1 TURNER MARK A · CIK 0001228135 · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 135,327 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 08, 2018 Filed Jun 12, 2018 22:37 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | Exercise / conversionStock Options (Right to buy) · Derivative | 7,786 | $0.00 Strike: $16.51 | $0.00 |
DisclosureSEC source: 0001562180-18-002971 · primarydocument.xml · derivative · entry 5 TURNER MARK A · CIK 0001228135 · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 624,000 Underlying: Common Stock · 7,786 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 |
| June 08, 2018 Filed Jun 12, 2018 22:37 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | SaleCommon Stock | 7,786 | $54.28 | $422,645.88 |
DisclosureSEC source: 0001562180-18-002971 · 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 $54.05 to $54.45, 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 |
| June 08, 2018 Filed Jun 12, 2018 22:37 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | Exercise / conversionCommon Stock | 7,786 | $16.51 | $128,521.17 |
DisclosureSEC source: 0001562180-18-002971 · primarydocument.xml · nonDerivative · entry 1 TURNER MARK A · CIK 0001228135 · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 139,422 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 07, 2018 Filed Jun 7, 2018 22:28 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | Exercise / conversionStock Options (Right to buy) · Derivative | 13,414 | $0.00 Strike: $16.51 | $0.00 |
DisclosureSEC source: 0001562180-18-002922 · primarydocument.xml · derivative · entry 18 TURNER MARK A · CIK 0001228135 · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 631,786 Underlying: Common Stock · 13,414 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 |
| June 07, 2018 Filed Jun 7, 2018 22:28 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | Exercise / conversionStock Options (Right to buy) · Derivative | 100 | $0.00 Strike: $16.51 | $0.00 |
DisclosureSEC source: 0001562180-18-002922 · primarydocument.xml · derivative · entry 17 TURNER MARK A · CIK 0001228135 · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 645,200 Underlying: Common Stock · 100 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 |
| June 07, 2018 Filed Jun 7, 2018 22:28 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | SaleCommon Stock | 13,414 | $54.47 | $730,664.60 |
DisclosureSEC source: 0001562180-18-002922 · 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. F6 · price: Represents a weighted-average price. These shares were sold in multiple transactions at prices ranging from $54.00 to $54.75, 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 |
| June 07, 2018 Filed Jun 7, 2018 22:28 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | Exercise / conversionCommon Stock | 13,414 | $16.51 | $221,420.87 |
DisclosureSEC source: 0001562180-18-002922 · primarydocument.xml · nonDerivative · entry 11 TURNER MARK A · CIK 0001228135 · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 145,050 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 07, 2018 Filed Jun 7, 2018 22:28 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | SaleCommon Stock | 100 | $54.65 | $5,465.00 |
DisclosureSEC source: 0001562180-18-002922 · 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. Read SEC document |
| June 07, 2018 Filed Jun 7, 2018 22:28 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | Exercise / conversionCommon Stock | 100 | $16.51 | $1,650.67 |
DisclosureSEC source: 0001562180-18-002922 · primarydocument.xml · nonDerivative · entry 9 TURNER MARK A · CIK 0001228135 · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 131,736 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 06, 2018 Filed Jun 7, 2018 22:28 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | Exercise / conversionStock Options (Right to buy) · Derivative | 15,500 | $0.00 Strike: $16.51 | $0.00 |
DisclosureSEC source: 0001562180-18-002922 · primarydocument.xml · derivative · entry 16 TURNER MARK A · CIK 0001228135 · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 645,300 Underlying: Common Stock · 15,500 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 |
| June 06, 2018 Filed Jun 7, 2018 22:28 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | Exercise / conversionStock Options (Right to buy) · Derivative | 15,300 | $0.00 Strike: $16.51 | $0.00 |
DisclosureSEC source: 0001562180-18-002922 · primarydocument.xml · derivative · entry 15 TURNER MARK A · CIK 0001228135 · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 660,800 Underlying: Common Stock · 15,300 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. 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 |
| June 06, 2018 Filed Jun 7, 2018 22:28 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | SaleCommon Stock | 15,500 | $54.25 | $840,919.95 |
DisclosureSEC source: 0001562180-18-002922 · 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 $53.45 to $54.7, 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 |
| June 06, 2018 Filed Jun 7, 2018 22:28 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | Exercise / conversionCommon Stock | 15,500 | $16.51 | $255,853.85 |
DisclosureSEC source: 0001562180-18-002922 · primarydocument.xml · nonDerivative · entry 7 TURNER MARK A · CIK 0001228135 · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 147,136 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 06, 2018 Filed Jun 7, 2018 22:28 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | SaleCommon Stock | 15,300 | $54.24 | $829,862.82 |
DisclosureSEC source: 0001562180-18-002922 · 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 $53.45 to $54.725, 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 |
| June 06, 2018 Filed Jun 7, 2018 22:28 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | Exercise / conversionCommon Stock | 15,300 | $16.51 | $252,552.51 |
DisclosureSEC source: 0001562180-18-002922 · primarydocument.xml · nonDerivative · entry 5 TURNER MARK A · CIK 0001228135 · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 146,936 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 05, 2018 Filed Jun 7, 2018 22:28 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | Exercise / conversionStock Options (Right to buy) · Derivative | 5,400 | $0.00 Strike: $16.51 | $0.00 |
DisclosureSEC source: 0001562180-18-002922 · primarydocument.xml · derivative · entry 14 TURNER MARK A · CIK 0001228135 · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 676,100 Underlying: Common Stock · 5,400 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 |
| June 05, 2018 Filed Jun 7, 2018 22:28 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | Exercise / conversionStock Options (Right to buy) · Derivative | 5,500 | $0.00 Strike: $16.51 | $0.00 |
DisclosureSEC source: 0001562180-18-002922 · primarydocument.xml · derivative · entry 13 TURNER MARK A · CIK 0001228135 · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 681,500 Underlying: Common Stock · 5,500 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 |
| June 05, 2018 Filed Jun 7, 2018 22:28 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | SaleCommon Stock | 5,400 | $53.23 | $287,422.56 |
DisclosureSEC source: 0001562180-18-002922 · 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 $52.80 to $53.80, 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 |
| June 05, 2018 Filed Jun 7, 2018 22:28 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | Exercise / conversionCommon Stock | 5,400 | $16.51 | $89,136.18 |
DisclosureSEC source: 0001562180-18-002922 · primarydocument.xml · nonDerivative · entry 3 TURNER MARK A · CIK 0001228135 · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 137,036 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 05, 2018 Filed Jun 7, 2018 22:28 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | SaleCommon Stock | 5,500 | $53.22 | $292,722.65 |
DisclosureSEC source: 0001562180-18-002922 · 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 $52.80 to $53.85, 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 |
| June 05, 2018 Filed Jun 7, 2018 22:28 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | Exercise / conversionCommon Stock | 5,500 | $16.51 | $90,786.85 |
DisclosureSEC source: 0001562180-18-002922 · primarydocument.xml · nonDerivative · entry 1 TURNER MARK A · CIK 0001228135 · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 137,136 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 |
| May 23, 2018 Filed May 25, 2018 21:06 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | Exercise / conversionStock Options (Right to buy) · Derivative | 1,050 | $0.00 Strike: $16.51 | $0.00 |
DisclosureSEC source: 0001562180-18-002688 · primarydocument.xml · derivative · entry 5 TURNER MARK A · CIK 0001228135 · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 689,400 Underlying: Common Stock · 1,050 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 |
| May 23, 2018 Filed May 25, 2018 21:06 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | SaleCommon Stock | 1,050 | $52.50 | $55,125.00 |
DisclosureSEC source: 0001562180-18-002688 · 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: All shares were sold at $52.50. Read SEC document |
| May 23, 2018 Filed May 25, 2018 21:06 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | Exercise / conversionCommon Stock | 1,050 | $16.51 | $17,332.04 |
DisclosureSEC source: 0001562180-18-002688 · primarydocument.xml · nonDerivative · entry 1 TURNER MARK A · CIK 0001228135 · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 132,686 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 |
| May 22, 2018 Filed May 22, 2018 22:11 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | Exercise / conversionStock Options (Right to buy) · Derivative | 10,350 | $0.00 Strike: $16.51 | $0.00 |
DisclosureSEC source: 0001562180-18-002611 · primarydocument.xml · derivative · entry 11 TURNER MARK A · CIK 0001228135 · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 690,450 Underlying: Common Stock · 10,350 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 |
| May 22, 2018 Filed May 22, 2018 22:11 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | SaleCommon Stock | 10,350 | $52.89 | $547,411.50 |
DisclosureSEC source: 0001562180-18-002611 · 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 $52.55 to $53.15, 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 |
| May 22, 2018 Filed May 22, 2018 22:11 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | Exercise / conversionCommon Stock | 10,350 | $16.51 | $170,844.35 |
DisclosureSEC source: 0001562180-18-002611 · primarydocument.xml · nonDerivative · entry 5 TURNER MARK A · CIK 0001228135 · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 141,986 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 |
| May 21, 2018 Filed May 22, 2018 22:11 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | Exercise / conversionStock Options (Right to buy) · Derivative | 7,200 | $0.00 Strike: $16.51 | $0.00 |
DisclosureSEC source: 0001562180-18-002611 · primarydocument.xml · derivative · entry 10 TURNER MARK A · CIK 0001228135 · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 700,800 Underlying: Common Stock · 7,200 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 |
| May 21, 2018 Filed May 22, 2018 22:11 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | SaleCommon Stock | 7,200 | $52.64 | $379,000.08 |
DisclosureSEC source: 0001562180-18-002611 · 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 $52.50 to $52.875, 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 21, 2018 Filed May 22, 2018 22:11 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | Exercise / conversionCommon Stock | 7,200 | $16.51 | $118,848.24 |
DisclosureSEC source: 0001562180-18-002611 · primarydocument.xml · nonDerivative · entry 3 TURNER MARK A · CIK 0001228135 · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 138,836 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 |
| May 18, 2018 Filed May 22, 2018 22:11 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | Exercise / conversionStock Options (Right to buy) · Derivative | 1,480 | $0.00 Strike: $16.51 | $0.00 |
DisclosureSEC source: 0001562180-18-002611 · primarydocument.xml · derivative · entry 9 TURNER MARK A · CIK 0001228135 · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 708,000 Underlying: Common Stock · 1,480 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 |
| May 18, 2018 Filed May 22, 2018 22:11 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | SaleCommon Stock | 1,480 | $52.44 | $77,604.10 |
DisclosureSEC source: 0001562180-18-002611 · 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 $52.40 to $52.55, 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 18, 2018 Filed May 22, 2018 22:11 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | Exercise / conversionCommon Stock | 1,480 | $16.51 | $24,429.92 |
DisclosureSEC source: 0001562180-18-002611 · primarydocument.xml · nonDerivative · entry 1 TURNER MARK A · CIK 0001228135 · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 133,116 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 |
| May 18, 2018 Filed Jun 5, 2018 08:15 UTC Amendment | WSFS FINANCIAL CORP WSFS · Entity 4058 | Exercise / conversionStock Options (Right to buy) · Derivative | 2,400 | $0.00 Strike: $16.51 | $0.00 |
DisclosureSEC source: 0001562180-18-002816 · primarydocument.xml · derivative · entry 3 TURNER MARK A · CIK 0001228135 · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 687,000 Underlying: Common Stock · 2,400 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. F1 · shares: Due to third party clerical error, this transaction was erroneously omitted from orginal submission. 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 |
| May 18, 2018 Filed Jun 5, 2018 08:15 UTC Amendment | WSFS FINANCIAL CORP WSFS · Entity 4058 | SaleCommon Stock | 2,400 | $52.52 | $126,045.12 |
DisclosureSEC source: 0001562180-18-002816 · primarydocument.xml · nonDerivative · entry 2 TURNER MARK A · CIK 0001228135 · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 131,636 F2 · kind: This sale was effected pursuant to a 10b5-1 trading plan previously adopted by Mr. Turner. F1 · shares: Due to third party clerical error, this transaction was erroneously omitted from orginal submission. F3 · price: Represents a weighted-average price. These shares were sold in multiple transactions at prices ranging from $52.50 to $52.65, 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 |
| May 18, 2018 Filed Jun 5, 2018 08:15 UTC Amendment | WSFS FINANCIAL CORP WSFS · Entity 4058 | Exercise / conversionCommon Stock | 2,400 | $16.51 | $39,616.08 |
DisclosureSEC source: 0001562180-18-002816 · primarydocument.xml · nonDerivative · entry 1 TURNER MARK A · CIK 0001228135 · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 134,036 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. F1 · shares: Due to third party clerical error, this transaction was erroneously omitted from orginal submission. Read SEC document |
| May 17, 2018 Filed May 17, 2018 21:06 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 19,094 | $0.00 Strike: $16.51 | $0.00 |
DisclosureSEC source: 0001562180-18-002552 · primarydocument.xml · derivative · entry 11 TURNER MARK A · CIK 0001228135 · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 709,480 Underlying: Common Stock · 19,094 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 |
| May 17, 2018 Filed May 17, 2018 21:06 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | SaleCommon Stock | 19,094 | $51.98 | $992,441.20 |
DisclosureSEC source: 0001562180-18-002552 · 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 $51.60 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 |
| May 17, 2018 Filed May 17, 2018 21:06 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | Exercise / conversionCommon Stock | 19,094 | $16.51 | $315,178.93 |
DisclosureSEC source: 0001562180-18-002552 · primarydocument.xml · nonDerivative · entry 5 TURNER MARK A · CIK 0001228135 · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 150,730 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.