Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| WSFS FINANCIAL CORPWSFS · Entity 4058 | Director | August 14, 2020 | August 18, 2020 |
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 14, 2020 · Filed August 18, 2020
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 31,577 |
Reported balance
After 2020-08-14 transaction · row 1
1 source rowRow 1 · 2020-08-14 · Grant · Acquired 1,122 · Balance 31,577 |
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| August 14, 2020 Filed Aug 18, 2020 23:16 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | GrantCommon Stock | 1,122 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-20-005521 · primarydocument.xml · nonDerivative · entry 1 SCHOENHALS MARVIN N · CIK 0001228132 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,577 Read SEC document |
| August 09, 2019 Filed Aug 13, 2019 21:52 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | GrantCommon Stock | 840 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-19-004258 · primarydocument.xml · nonDerivative · entry 1 SCHOENHALS MARVIN N · CIK 0001228132 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,455 Read SEC document |
| August 10, 2018 Filed Aug 14, 2018 19:19 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | GrantCommon Stock | 692 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-18-003584 · primarydocument.xml · nonDerivative · entry 1 SCHOENHALS MARVIN N · CIK 0001228132 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,615 Read SEC document |
| May 10, 2018 Filed May 14, 2018 22:10 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | GiftCommon Stock | 6,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-18-002461 · primarydocument.xml · nonDerivative · entry 1 SCHOENHALS MARVIN N · CIK 0001228132 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,923 F1 · balance_after: Balance includes 45 shares acquired via dividend reinvestment on 8/25/2017 that were not previously disclosed or included in shares beneficially owned. Read SEC document |
| August 11, 2017 Filed Aug 15, 2017 21:07 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | GrantCommon Stock | 809 | $43.30 | $35,029.70 |
DisclosureSEC source: 0001562180-17-002685 · primarydocument.xml · nonDerivative · entry 1 SCHOENHALS MARVIN N · CIK 0001228132 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 34,878 Read SEC document |
| February 28, 2017 Filed Mar 2, 2017 19:04 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | SaleCommon Stock | 15,900 | $45.56 | $724,404.00 |
DisclosureSEC source: 0001562180-17-001054 · primarydocument.xml · nonDerivative · entry 2 SCHOENHALS MARVIN N · CIK 0001228132 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 34,069 Read SEC document |
| February 28, 2017 Filed Mar 2, 2017 19:04 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | GiftCommon Stock | 3,260 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-17-001054 · primarydocument.xml · nonDerivative · entry 1 SCHOENHALS MARVIN N · CIK 0001228132 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 49,969 Read SEC document |
| November 15, 2016 Filed Nov 17, 2016 00:06 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | GiftCommon Stock | 1,992 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-16-003553 · primarydocument.xml · nonDerivative · entry 1 SCHOENHALS MARVIN N · CIK 0001228132 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 53,229 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.