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 |
|---|---|---|---|---|---|---|
| May 16, 2018 Filed May 17, 2018 21:06 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 9,400 | $0.00 Strike: $16.51 | $0.00 |
DisclosureSEC source: 0001562180-18-002552 · primarydocument.xml · derivative · entry 10 TURNER MARK A · CIK 0001228135 · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 728,574 Underlying: Common Stock · 9,400 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. 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 16, 2018 Filed May 17, 2018 21:06 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | SaleCommon Stock | 9,400 | $51.58 | $484,809.70 |
DisclosureSEC source: 0001562180-18-002552 · 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 $51.15 to $51.85, 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 |
| May 16, 2018 Filed May 17, 2018 21:06 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | Exercise / conversionCommon Stock | 9,400 | $16.51 | $155,162.98 |
DisclosureSEC source: 0001562180-18-002552 · primarydocument.xml · nonDerivative · entry 3 TURNER MARK A · CIK 0001228135 · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 141,036 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 |
| May 15, 2018 Filed May 17, 2018 21:06 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 12,026 | $0.00 Strike: $16.51 | $0.00 |
DisclosureSEC source: 0001562180-18-002552 · primarydocument.xml · derivative · entry 9 TURNER MARK A · CIK 0001228135 · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 737,974 Underlying: Common Stock · 12,026 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 15, 2018 Filed May 17, 2018 21:06 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | SaleCommon Stock | 12,026 | $51.07 | $614,160.60 |
DisclosureSEC source: 0001562180-18-002552 · 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 $50.50 to $51.35, 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 15, 2018 Filed May 17, 2018 21:06 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | Exercise / conversionCommon Stock | 12,026 | $16.51 | $198,509.57 |
DisclosureSEC source: 0001562180-18-002552 · primarydocument.xml · nonDerivative · entry 1 TURNER MARK A · CIK 0001228135 · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 143,662 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 |
| March 01, 2018 Filed Mar 6, 2018 14:54 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | GrantStock Options (Right to buy) · Derivative | 19,628 | $0.00 Strike: $48.15 | $0.00 |
DisclosureSEC source: 0001562180-18-001470 · primarydocument.xml · derivative · entry 4 TURNER MARK A · CIK 0001228135 · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,628 Underlying: Common Stock · 19,628 shares Expires 2025-03-01 F1 · shares: 4 year vest (25%) beginning 4/15/18 and ending 4/15/22 F1 · derivative.exercise_date: 4 year vest (25%) beginning 4/15/18 and ending 4/15/22 Read SEC document |
| March 01, 2018 Filed Mar 6, 2018 14:54 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | GrantCommon Stock | 4,663 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-18-001470 · primarydocument.xml · nonDerivative · entry 1 TURNER MARK A · CIK 0001228135 · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 131,636 F1 · kind: 4 year vest (25%) beginning 4/15/18 and ending 4/15/22 F1 · shares: 4 year vest (25%) beginning 4/15/18 and ending 4/15/22 Read SEC document |
| February 28, 2017 Filed Mar 1, 2017 22:28 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | Tax withholdingCommon Stock | 431 | $45.60 | $19,653.60 |
DisclosureSEC source: 0001562180-17-001018 · primarydocument.xml · nonDerivative · entry 1 TURNER MARK A · CIK 0001228135 · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 126,973 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.