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TURNER MARK A

Disclosed activity across 1 company

Tapewire entity
136240
SEC CIK
0001228135

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Reported relationships

Latest disclosed role at each company.

CompanyLast reported asReport datePublished
WSFS FINANCIAL CORPWSFS · Entity 4058DirectorAugust 13, 2021August 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 / awardOwnership accountDisclosed shares / unitsDisclosure context
Common StockSEC Table I · non-derivativeDirect10,769 Reported balance After 2021-08-13 transaction · row 1
1 source row

Row 1 · 2021-08-13 · Grant · Acquired 769 · Balance 10,769

Transaction history

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Purchases/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 dateCompanyActivity / securityShares / unitsReported priceReported valueDetails
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
Disclosure

SEC 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

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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
Disclosure

SEC 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.

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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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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

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March 01, 2018 Filed Mar 6, 2018 14:54 UTC WSFS FINANCIAL CORP WSFS · Entity 4058 GrantCommon Stock 4,663 $0.00 $0.00
Disclosure

SEC 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
Disclosure

SEC 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.