Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| WSFS FINANCIAL CORPWSFS · Entity 4058 | Executive Vice President, CFO | August 15, 2026 | August 18, 2026 |
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 15, 2026 · Filed August 18, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 23,034 |
Reported balance
After 2026-08-15 transaction · row 1
1 source rowRow 1 · 2026-08-15 · Tax withholding · Disposed 5,610 · Balance 23,034 F1: Represents shares withheld to cover taxes due on vested restricted stock units. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents shares withheld to cover taxes due on vested restricted stock units.
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 15, 2026 Filed Aug 18, 2026 17:29 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | Tax withholdingCommon Stock | 5,610 | $81.66 | $458,112.60 |
DisclosureSEC source: 0002034144-26-000006 · primarydocument.xml · nonDerivative · entry 1 Burg David · CIK 0002034144 · Executive Vice President, CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 23,034 F1 · shares: Represents shares withheld to cover taxes due on vested restricted stock units. Read SEC document |
| April 15, 2026 Filed Apr 17, 2026 14:54 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | Tax withholdingCommon Stock | 460 | $69.07 | $31,772.20 |
DisclosureSEC source: 0002034144-26-000005 · primarydocument.xml · nonDerivative · entry 1 Burg David · CIK 0002034144 · Executive Vice President, CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 28,644 F1 · shares: Represents shares withheld to cover taxes due on vested restricted stock units. Read SEC document |
| February 26, 2026 Filed Feb 27, 2026 20:51 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | GrantCommon Stock | 3,975 | $66.38 | $263,860.50 |
DisclosureSEC source: 0002034144-26-000002 · primarydocument.xml · nonDerivative · entry 1 Burg David · CIK 0002034144 · Executive Vice President, CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 29,104 F1 · shares: 3 year vest (33% increments) with first vesting date of 4/15/2027 and final vesting date of 4/15/2029. F2 · balance_after: Does not include performance-based RSUs, if any, held by the Reporting Person for which an assessment has not yet been made regarding the achievement of the applicable performance goals. Any such holding will be reported on a Form 4 within two business days of that date such assessment is made. Read SEC document |
| August 15, 2025 Filed Aug 19, 2025 22:25 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | Tax withholdingCommon Stock | 5,604 | $55.13 | $308,948.52 |
DisclosureSEC source: 0001562180-25-005901 · primarydocument.xml · nonDerivative · entry 1 Burg David · CIK 0002034144 · Executive Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 25,129 F1 · shares: Represents shares withheld to cover taxes due on vested restricted stock units. Read SEC document |
| February 27, 2025 Filed Mar 4, 2025 00:25 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | GrantCommon Stock | 3,048 | $53.49 | $163,037.52 |
DisclosureSEC source: 0001562180-25-001886 · primarydocument.xml · nonDerivative · entry 1 Burg David · CIK 0002034144 · Executive Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 30,733 F1 · shares: 3 year vest (33% increments) with first vesting date of 4/15/2026 and final vesting date of 4/15/2028. F2 · balance_after: Does not include performance-based RSUs, if any, held by the Reporting Person for which an assessment has not yet been made regarding the achievement of the applicable performance goals. Any such holding will be reported on a Form 4 within two business days of that date such assessment is made. Read SEC document |
| August 15, 2024 Filed Aug 19, 2024 22:40 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | GrantCommon Stock | 15,820 | $50.57 | $800,017.40 |
DisclosureSEC source: 0001562180-24-006368 · primarydocument.xml · nonDerivative · entry 2 Burg David · CIK 0002034144 · Executive Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 27,685 F2 · shares: 2-year vest (50% increments) with first vesting date on August 15. 2025 and final vesting date on August 15, 2026. F3 · balance_after: Does not include performance-based RSUs, if any, held by the Reporting Person for which an assessment has not yet been made regarding the achievement of the applicable performance goals. Any such holding will be reported on a Form 4 within two business days of that date such assessment is made. Read SEC document |
| August 15, 2024 Filed Aug 19, 2024 22:40 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | GrantCommon Stock | 11,865 | $50.57 | $600,013.05 |
DisclosureSEC source: 0001562180-24-006368 · primarydocument.xml · nonDerivative · entry 1 Burg David · CIK 0002034144 · Executive Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,865 F1 · shares: 3-year vest (33% increments) with first vesting date of August 15, 2025 and final vesting date of August 15, 2027. 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.