Reported relationships
Latest disclosed role at each company.
No relationships currently tracked through insider filings.
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.
No balances currently tracked through insider filings.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
WSFS FINANCIAL CORP
Report date March 30, 2018 · Filed April 05, 2018
Section 16 reporting ended · disclosed 2018-04-05. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 16,029 |
Reported balance
After 2018-03-30 transaction · row 1
1 source rowRow 1 · 2018-03-30 · Tax withholding · Disposed 1,022 · Balance 16,029 |
| Stock Options (Right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $47.05 · Expires 2019-03-30 | Direct | 4,040 |
Reported balance
Holding disclosure · report date 2018-03-30 · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · Balance 4,040 F1: Mr. Kearney retired effective March 30, 2018. All outstanding unvested awards were deemed vested effective March 30, 2018. All outstanding stock option awards expire on March 30, 2019 (12 months after retirement) |
| Stock Options (Right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $29.86 · Expires 2019-03-30 | Direct | 6,685 |
Reported balance
Holding disclosure · report date 2018-03-30 · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · Balance 6,685 F1: Mr. Kearney retired effective March 30, 2018. All outstanding unvested awards were deemed vested effective March 30, 2018. All outstanding stock option awards expire on March 30, 2019 (12 months after retirement) |
| Stock Options (Right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $26.24 · Expires 2019-03-30 | Direct | 7,881 |
Reported balance
Holding disclosure · report date 2018-03-30 · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · Balance 7,881 F1: Mr. Kearney retired effective March 30, 2018. All outstanding unvested awards were deemed vested effective March 30, 2018. All outstanding stock option awards expire on March 30, 2019 (12 months after retirement) |
| Stock Options (Right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $23.82 · Expires 2019-03-30 | Direct | 10,671 |
Reported balance
Holding disclosure · report date 2018-03-30 · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · Balance 10,671 F1: Mr. Kearney retired effective March 30, 2018. All outstanding unvested awards were deemed vested effective March 30, 2018. All outstanding stock option awards expire on March 30, 2019 (12 months after retirement) |
| Stock Options (Right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $16.51 · Expires 2019-03-30 | Direct | 45,000 |
Reported balance
Holding disclosure · report date 2018-03-30 · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · Balance 45,000 F1: Mr. Kearney retired effective March 30, 2018. All outstanding unvested awards were deemed vested effective March 30, 2018. All outstanding stock option awards expire on March 30, 2019 (12 months after retirement) |
Filing footnotes · ownership attribution and instrument terms
F1: Mr. Kearney retired effective March 30, 2018. All outstanding unvested awards were deemed vested effective March 30, 2018. All outstanding stock option awards expire on March 30, 2019 (12 months after retirement)
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 |
|---|---|---|---|---|---|---|
| March 30, 2018 Filed Apr 5, 2018 20:35 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | Tax withholdingCommon Stock | 1,022 | $47.90 | $48,953.80 |
DisclosureSEC source: 0001562180-18-001869 · primarydocument.xml · nonDerivative · entry 1 KEARNEY THOMAS W · CIK 0001516665 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,029 Read SEC document |
| March 08, 2018 Filed Mar 9, 2018 23:40 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | SaleCommon Stock | 1,282 | $49.67 | $63,676.94 |
DisclosureSEC source: 0001562180-18-001594 · primarydocument.xml · nonDerivative · entry 1 KEARNEY THOMAS W · CIK 0001516665 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,051 F1 · price: Represents a weighted average price. Both share lots were sold at $49.67. Read SEC document |
| March 06, 2018 Filed Mar 6, 2018 23:19 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | GrantCommon Stock | 2,375 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-18-001512 · primarydocument.xml · nonDerivative · entry 3 KEARNEY THOMAS W · CIK 0001516665 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,333 F2 · kind: 2 year vest beginning 4/15/2018 and ending 4/15/2020 F2 · shares: 2 year vest beginning 4/15/2018 and ending 4/15/2020 Read SEC document |
| February 28, 2018 Filed Mar 6, 2018 23:19 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | Exercise / conversionStock Options (Right to buy) · Derivative | 1,569 | $15.83 Strike: $15.83 | $24,837.27 |
DisclosureSEC source: 0001562180-18-001512 · primarydocument.xml · derivative · entry 4 KEARNEY THOMAS W · CIK 0001516665 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,569 shares Expires 2018-02-28 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 · timeliness: Transaction was filed 2 days late Read SEC document |
| February 28, 2018 Filed Mar 6, 2018 23:19 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | SaleCommon Stock | 1,569 | $48.47 | $76,049.43 |
DisclosureSEC source: 0001562180-18-001512 · primarydocument.xml · nonDerivative · entry 2 KEARNEY THOMAS W · CIK 0001516665 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,958 F1 · timeliness: Transaction was filed 2 days late Read SEC document |
| February 28, 2018 Filed Mar 6, 2018 23:19 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | Exercise / conversionCommon Stock | 1,569 | $15.83 | $24,837.27 |
DisclosureSEC source: 0001562180-18-001512 · primarydocument.xml · nonDerivative · entry 1 KEARNEY THOMAS W · CIK 0001516665 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,527 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 · timeliness: Transaction was filed 2 days late Read SEC document |
| February 27, 2018 Filed Mar 2, 2018 00:03 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | Exercise / conversionStock Options (Right to buy) · Derivative | 11,511 | $15.83 Strike: $15.83 | $182,219.13 |
DisclosureSEC source: 0001562180-18-001340 · primarydocument.xml · derivative · entry 3 KEARNEY THOMAS W · CIK 0001516665 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 11,511 shares Expires 2018-02-28 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. Read SEC document |
| February 27, 2018 Filed Mar 2, 2018 00:03 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | Tax withholdingCommon Stock | 587 | $48.55 | $28,498.85 |
DisclosureSEC source: 0001562180-18-001340 · primarydocument.xml · nonDerivative · entry 2 KEARNEY THOMAS W · CIK 0001516665 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,958 Read SEC document |
| February 27, 2018 Filed Mar 2, 2018 00:03 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | Exercise / conversionCommon Stock | 11,511 | $15.83 | $182,219.13 |
DisclosureSEC source: 0001562180-18-001340 · primarydocument.xml · nonDerivative · entry 1 KEARNEY THOMAS W · CIK 0001516665 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,545 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 |
| November 15, 2017 Filed Nov 17, 2017 20:49 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | SaleCommon Stock | 561 | $47.80 | $26,815.80 |
DisclosureSEC source: 0001562180-17-003611 · primarydocument.xml · nonDerivative · entry 1 KEARNEY THOMAS W · CIK 0001516665 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,231 Read SEC document |
| April 15, 2017 Filed Apr 18, 2017 20:14 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | Tax withholdingCommon Stock | 308 | $45.05 | $13,875.40 |
DisclosureSEC source: 0001562180-17-001514 · primarydocument.xml · nonDerivative · entry 1 KEARNEY THOMAS W · CIK 0001516665 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,792 Read SEC document |
| February 28, 2017 Filed Mar 1, 2017 22:23 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | Tax withholdingCommon Stock | 89 | $45.60 | $4,058.40 |
DisclosureSEC source: 0001562180-17-001013 · primarydocument.xml · nonDerivative · entry 3 KEARNEY THOMAS W · CIK 0001516665 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,100 Read SEC document |
| February 27, 2017 Filed Mar 1, 2017 22:23 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | Tax withholdingCommon Stock | 772 | $46.45 | $35,859.40 |
DisclosureSEC source: 0001562180-17-001013 · primarydocument.xml · nonDerivative · entry 2 KEARNEY THOMAS W · CIK 0001516665 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,189 Read SEC document |
| February 23, 2017 Filed Mar 1, 2017 22:23 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | GrantStock Options (Right to buy) · Derivative | 4,040 | $0.00 Strike: $47.05 | $0.00 |
DisclosureSEC source: 0001562180-17-001013 · primarydocument.xml · derivative · entry 4 KEARNEY THOMAS W · CIK 0001516665 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,040 Underlying: Common Stock · 4,040 shares Expires 2024-02-23 F1 · shares: 4 year vest (25% increments) beginning 4/15/17. F1 · derivative.exercise_date: 4 year vest (25% increments) beginning 4/15/17. Read SEC document |
| February 23, 2017 Filed Mar 1, 2017 22:23 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | GrantCommon Stock | 987 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-17-001013 · primarydocument.xml · nonDerivative · entry 1 KEARNEY THOMAS W · CIK 0001516665 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,961 F1 · kind: 4 year vest (25% increments) beginning 4/15/17. F1 · shares: 4 year vest (25% increments) beginning 4/15/17. Read SEC document |
| February 10, 2017 Filed Feb 13, 2017 14:52 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | Exercise / conversionStock Options (Right to buy) · Derivative | 12,117 | $13.63 Strike: $13.63 | $165,154.71 |
DisclosureSEC source: 0001562180-17-000621 · primarydocument.xml · derivative · entry 3 KEARNEY THOMAS W · CIK 0001516665 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 12,117 shares Expires 2017-02-23 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 |
| February 10, 2017 Filed Feb 13, 2017 14:52 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | SaleCommon Stock | 12,117 | $44.41 | $538,115.97 |
DisclosureSEC source: 0001562180-17-000621 · primarydocument.xml · nonDerivative · entry 2 KEARNEY THOMAS W · CIK 0001516665 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,974 Read SEC document |
| February 10, 2017 Filed Feb 13, 2017 14:52 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | Exercise / conversionCommon Stock | 12,117 | $13.63 | $165,154.71 |
DisclosureSEC source: 0001562180-17-000621 · primarydocument.xml · nonDerivative · entry 1 KEARNEY THOMAS W · CIK 0001516665 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,091 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 |
| November 07, 2016 Filed Nov 8, 2016 23:51 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | SaleCommon Stock | 7,625 | $35.40 | $269,925.00 |
DisclosureSEC source: 0001562180-16-003421 · primarydocument.xml · nonDerivative · entry 1 KEARNEY THOMAS W · CIK 0001516665 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,974 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.