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 (3)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
Beneficial Bancorp Inc.
Report date March 01, 2019 · Filed March 05, 2019
Section 16 reporting ended · disclosed 2019-03-05. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2019-03-01 transaction · row 1
1 source rowRow 1 · 2019-03-01 · Disposition to issuer · Disposed 75,780 · Balance 0 F1: Disposed of pursuant to the Agreement and Plan of Reorganization, dated as of August 7, 2018 and amended on November 1, 2018, by and between WSFS Financial Corporation ("WSFS") and Beneficial Bancorp, Inc. ("Beneficial"), pursuant to which Beneficial merged with and into WSFS, with WSFS continuing as the surviving entity (the "Merger"). At the effective time of the Merger (the "Effective Time"), each share of Beneficial common stock issued and outstanding immediately prior to such time (other than certain excluded common stock) was converted into the right to receive 0.3013 of a share of WSFS common stock and $2.93 in cash. |
| Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $8.40 · Expires 2023-01-17 | Direct | 0 |
Reported balance
After 2019-03-01 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2019-03-01 · Disposition to issuer · Disposed 10,999 · Balance 0 F3: At the Effective Time, pursuant to the Agreement and Plan of Reorganization, dated as of August 7, 2018 and amended on November 1, 2018, by and between WSFS and Beneficial, all stock options were cancelled and the reporting person received a cash payment for each stock option equal to the difference, if positive, between $19.50 and the applicable exercise price of such stock option. F2: Stock options are fully vested and exercisable. |
| Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $10.77 · Expires 2024-02-20 | Direct | 0 |
Reported balance
After 2019-03-01 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2019-03-01 · Disposition to issuer · Disposed 13,748 · Balance 0 F3: At the Effective Time, pursuant to the Agreement and Plan of Reorganization, dated as of August 7, 2018 and amended on November 1, 2018, by and between WSFS and Beneficial, all stock options were cancelled and the reporting person received a cash payment for each stock option equal to the difference, if positive, between $19.50 and the applicable exercise price of such stock option. F2: Stock options are fully vested and exercisable. |
| Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $8.82 · Expires 2020-03-05 | Direct | 0 |
Reported balance
After 2019-03-01 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2019-03-01 · Disposition to issuer · Disposed 5,499 · Balance 0 F3: At the Effective Time, pursuant to the Agreement and Plan of Reorganization, dated as of August 7, 2018 and amended on November 1, 2018, by and between WSFS and Beneficial, all stock options were cancelled and the reporting person received a cash payment for each stock option equal to the difference, if positive, between $19.50 and the applicable exercise price of such stock option. F2: Stock options are fully vested and exercisable. |
| Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $8.30 · Expires 2022-03-23 | Direct | 0 |
Reported balance
After 2019-03-01 transaction · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · 2019-03-01 · Disposition to issuer · Disposed 10,999 · Balance 0 F3: At the Effective Time, pursuant to the Agreement and Plan of Reorganization, dated as of August 7, 2018 and amended on November 1, 2018, by and between WSFS and Beneficial, all stock options were cancelled and the reporting person received a cash payment for each stock option equal to the difference, if positive, between $19.50 and the applicable exercise price of such stock option. F2: Stock options are fully vested and exercisable. |
| Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $7.62 · Expires 2021-05-27 | Direct | 0 |
Reported balance
After 2019-03-01 transaction · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · 2019-03-01 · Disposition to issuer · Disposed 5,499 · Balance 0 F3: At the Effective Time, pursuant to the Agreement and Plan of Reorganization, dated as of August 7, 2018 and amended on November 1, 2018, by and between WSFS and Beneficial, all stock options were cancelled and the reporting person received a cash payment for each stock option equal to the difference, if positive, between $19.50 and the applicable exercise price of such stock option. F2: Stock options are fully vested and exercisable. |
Filing footnotes · ownership attribution and instrument terms
F1: Disposed of pursuant to the Agreement and Plan of Reorganization, dated as of August 7, 2018 and amended on November 1, 2018, by and between WSFS Financial Corporation ("WSFS") and Beneficial Bancorp, Inc. ("Beneficial"), pursuant to which Beneficial merged with and into WSFS, with WSFS continuing as the surviving entity (the "Merger"). At the effective time of the Merger (the "Effective Time"), each share of Beneficial common stock issued and outstanding immediately prior to such time (other than certain excluded common stock) was converted into the right to receive 0.3013 of a share of WSFS common stock and $2.93 in cash.
F2: Stock options are fully vested and exercisable.
F3: At the Effective Time, pursuant to the Agreement and Plan of Reorganization, dated as of August 7, 2018 and amended on November 1, 2018, by and between WSFS and Beneficial, all stock options were cancelled and the reporting person received a cash payment for each stock option equal to the difference, if positive, between $19.50 and the applicable exercise price of such stock option.
CURO Group Holdings Corp.
Report date November 15, 2022 · Filed November 17, 2022
Section 16 reporting ended · disclosed 2022-11-17. Current position is not established by this disclosure.
No balance rows disclosed in this filing.
Katapult Holdings, Inc.
Report date August 11, 2026 · Filed August 13, 2026
Section 16 reporting ended · disclosed 2026-08-13. Current position is not established by this disclosure.
No balance rows disclosed in this filing.
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 |
|---|---|---|---|---|---|---|
| February 05, 2018 Filed Feb 7, 2018 19:20 UTC | CURO Group Holdings Corp. CURO · Entity 93750 | GrantCommon Stock | 9,976 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-18-005666 · doc1.xml · nonDerivative · entry 1 Gayhardt Donald · CIK 0001298489 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 284,261 F1 · shares: Each restricted stock unit represents a contingent right to receive one share of the Issuer's Common Stock. The restricted stock units vest in three equal installments on each of December 31, 2018, 2019 and 2020. Read SEC document |
| February 05, 2018 Filed Feb 7, 2019 20:40 UTC Amendment | CURO Group Holdings Corp. CURO · Entity 93750 | GrantCommon Stock | 9,976 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-008332 · doc4a.xml · nonDerivative · entry 1 Gayhardt Donald · CIK 0001298489 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 284,261 F1 · shares: Each restricted stock unit represents a contingent right to receive one share of the Issuer's Common Stock. The restricted stock units vest in three equal installments on each of February 5, 2019, 2020 and 2021. F2 · price: The restricted common stock units were awarded in an exempt transaction pursuant to Rule 16b-3(d) of the Securities Exchange Act of 1934, as amended. Read SEC document |
| January 26, 2018 Filed Jan 29, 2018 22:18 UTC | Beneficial Bancorp Inc. BNCL · Entity 159438 | OtherCommon Stock | 2,778 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-18-001798 · doc4.xml · nonDerivative · entry 2 Gayhardt Donald · CIK 0001298489 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Restricted Stock XII Disclosed balance after: 0 F1 · kind: Since the reporting person's last report, 2,778 shares of restricted stock have vested and are now held directly. F2 · ownership.nature: Shares of restricted stock will fully vest on January 26, 2018. Read SEC document |
| January 26, 2018 Filed Jan 29, 2018 22:18 UTC | Beneficial Bancorp Inc. BNCL · Entity 159438 | OtherCommon Stock | 2,778 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-18-001798 · doc4.xml · nonDerivative · entry 1 Gayhardt Donald · CIK 0001298489 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 72,710 F1 · kind: Since the reporting person's last report, 2,778 shares of restricted stock have vested and are now held directly. Read SEC document |
| January 25, 2018 Filed Jan 26, 2018 21:33 UTC | Beneficial Bancorp Inc. BNCL · Entity 159438 | GrantCommon Stock | 2,410 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-18-001639 · doc4.xml · nonDerivative · entry 1 Gayhardt Donald · CIK 0001298489 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Restricted Stock XIII Disclosed balance after: 2,410 F1 · ownership.nature: Shares of restricted stock will fully vest on January 25, 2019. Read SEC document |
| January 17, 2018 Filed Jan 19, 2018 02:02 UTC | Beneficial Bancorp Inc. BNCL · Entity 159438 | OtherCommon Stock | 550 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-18-001281 · doc4.xml · nonDerivative · entry 2 Gayhardt Donald · CIK 0001298489 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Restricted Stock VI Disclosed balance after: 0 F1 · kind: Since the reporting person's last report, 550 shares of restricted stock have vested and are now held directly. F2 · ownership.nature: Shares of restricted stock vest in 5 equal annual installments with the first 20% vesting on January 17, 2014, the first anniversary of the date of the award. Read SEC document |
| January 17, 2018 Filed Jan 19, 2018 02:02 UTC | Beneficial Bancorp Inc. BNCL · Entity 159438 | OtherCommon Stock | 550 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-18-001281 · doc4.xml · nonDerivative · entry 1 Gayhardt Donald · CIK 0001298489 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 69,932 F1 · kind: Since the reporting person's last report, 550 shares of restricted stock have vested and are now held directly. Read SEC document |
| January 09, 2018 Filed Jan 16, 2018 22:18 UTC | Beneficial Bancorp Inc. BNCL · Entity 159438 | OtherCommon Stock | 22,037 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-18-001055 · doc4.xml · nonDerivative · entry 2 Gayhardt Donald · CIK 0001298489 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Restricted Stock X Disclosed balance after: 22,037 F1 · kind: Since the reporting person's last report, 22,037 shares of restricted stock have vested and are now held directly. F2 · ownership.nature: Shares of restricted stock vest in 3 installments with the first 33 1/3% vesting on June 9, 2017, the first anniversary of the date of the award, and the second and third installments vesting on January 9, 2018 and January 9, 2019, respectively. Read SEC document |
| January 09, 2018 Filed Jan 16, 2018 22:18 UTC | Beneficial Bancorp Inc. BNCL · Entity 159438 | OtherCommon Stock | 22,037 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-18-001055 · doc4.xml · nonDerivative · entry 1 Gayhardt Donald · CIK 0001298489 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 69,382 F1 · kind: Since the reporting person's last report, 22,037 shares of restricted stock have vested and are now held directly. Read SEC document |
| December 11, 2017 Filed Dec 13, 2017 20:09 UTC | CURO Group Holdings Corp. CURO · Entity 93750 | PurchaseCommon Stock | 30,000 | $14.00 | $420,000.00 |
DisclosureSEC source: 0000899243-17-028644 · doc4.xml · nonDerivative · entry 1 Gayhardt Donald · CIK 0001298489 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 274,285 Read SEC document |
| December 06, 2017 Filed Dec 8, 2017 21:20 UTC | CURO Group Holdings Corp. CURO · Entity 93750 | GrantCommon Stock | 244,285 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-17-028339 · doc4.xml · nonDerivative · entry 1 Gayhardt Donald · CIK 0001298489 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 244,285 F1 · shares: Each restricted stock unit represents a contingent right to receive one share of the Issuer's common stock. The restricted stock units vest in three equal installments on each of December 7, 2018, 2019 and 2020. Read SEC document |
| July 21, 2017 Filed Jul 25, 2017 15:29 UTC | Beneficial Bancorp Inc. BNCL · Entity 159438 | OtherCommon Stock | 3,870 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-17-012846 · doc4.xml · nonDerivative · entry 2 Gayhardt Donald · CIK 0001298489 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Restricted Stock XI Disclosed balance after: 0 F1 · kind: Since the reporting person's last report, 3,870 shares of restricted stock have vested and are now held directly. F2 · ownership.nature: Shares of restricted stock will fully vest on July 21, 2017. Read SEC document |
| July 21, 2017 Filed Jul 25, 2017 15:29 UTC | Beneficial Bancorp Inc. BNCL · Entity 159438 | OtherCommon Stock | 3,870 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-17-012846 · doc4.xml · nonDerivative · entry 1 Gayhardt Donald · CIK 0001298489 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 47,345 F1 · kind: Since the reporting person's last report, 3,870 shares of restricted stock have vested and are now held directly. Read SEC document |
| June 09, 2017 Filed Jun 13, 2017 15:36 UTC | Beneficial Bancorp Inc. BNCL · Entity 159438 | OtherCommon Stock | 22,037 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-17-011184 · doc4.xml · nonDerivative · entry 2 Gayhardt Donald · CIK 0001298489 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Restricted Stock X Disclosed balance after: 44,074 F1 · kind: Since the reporting person's last report, 22,037 shares of restricted stock have vested and are now held directly. F2 · ownership.nature: Shares of restricted stock vest in 3 installments with the first 33 1/3% vesting on June 9, 2017, the first anniversary of the date of the award, and the second and third installments vesting on January 9, 2018 and January 9, 2019, respectively. Read SEC document |
| June 09, 2017 Filed Jun 13, 2017 15:36 UTC | Beneficial Bancorp Inc. BNCL · Entity 159438 | OtherCommon Stock | 22,037 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-17-011184 · doc4.xml · nonDerivative · entry 1 Gayhardt Donald · CIK 0001298489 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 43,475 F1 · kind: Since the reporting person's last report, 22,037 shares of restricted stock have vested and are now held directly. Read SEC document |
| March 23, 2017 Filed Mar 27, 2017 23:39 UTC | Beneficial Bancorp Inc. BNCL · Entity 159438 | OtherCommon Stock | 550 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-17-006872 · doc4.xml · nonDerivative · entry 2 Gayhardt Donald · CIK 0001298489 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Restricted Stock V Disclosed balance after: 0 F1 · kind: Since the reporting person's last report, 550 shares of restricted stock have vested and are now held directly. F2 · ownership.nature: Shares of restricted stock vest in 5 equal annual installments with the first 20% vesting on March 23, 2013, the first anniversary of the date of the award. Read SEC document |
| March 23, 2017 Filed Mar 27, 2017 23:39 UTC | Beneficial Bancorp Inc. BNCL · Entity 159438 | OtherCommon Stock | 550 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-17-006872 · doc4.xml · nonDerivative · entry 1 Gayhardt Donald · CIK 0001298489 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,438 F1 · kind: Since the reporting person's last report, 550 shares of restricted stock have vested and are now held directly. Read SEC document |
| February 20, 2017 Filed Feb 21, 2017 23:20 UTC | Beneficial Bancorp Inc. BNCL · Entity 159438 | OtherCommon Stock | 330 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-17-004012 · doc4.xml · nonDerivative · entry 2 Gayhardt Donald · CIK 0001298489 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Restricted Stock VII Disclosed balance after: 660 F1 · kind: Since the reporting person's last report, 330 shares of restricted stock have vested and are now held directly. F2 · ownership.nature: Shares of restricted stock vest in 5 equal annual installments with the first 20% vesting on February 20, 2015, the first anniversary of the date of the award. Read SEC document |
| February 20, 2017 Filed Feb 21, 2017 23:20 UTC | Beneficial Bancorp Inc. BNCL · Entity 159438 | OtherCommon Stock | 330 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-17-004012 · doc4.xml · nonDerivative · entry 1 Gayhardt Donald · CIK 0001298489 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,888 F1 · kind: Since the reporting person's last report, 330 shares of restricted stock have vested and are now held directly. Read SEC document |
| January 26, 2017 Filed Jan 30, 2017 20:30 UTC | Beneficial Bancorp Inc. BNCL · Entity 159438 | GrantCommon Stock | 2,778 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-17-001989 · doc4.xml · nonDerivative · entry 1 Gayhardt Donald · CIK 0001298489 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Restricted Stock XII Disclosed balance after: 2,778 F1 · ownership.nature: Shares of restricted stock will fully vest on January 26, 2018. Read SEC document |
| January 17, 2017 Filed Jan 23, 2017 22:40 UTC | Beneficial Bancorp Inc. BNCL · Entity 159438 | OtherCommon Stock | 550 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-17-001485 · doc4.xml · nonDerivative · entry 2 Gayhardt Donald · CIK 0001298489 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Restricted Stock VI Disclosed balance after: 550 F1 · kind: Since the reporting person's last report, 550 shares of restricted stock have vested and are now held directly. F2 · ownership.nature: Shares of restricted stock vest in 5 equal annual installments with the first 20% vesting on January 17, 2014, the first anniversary of the date of the award. Read SEC document |
| January 17, 2017 Filed Jan 23, 2017 22:40 UTC | Beneficial Bancorp Inc. BNCL · Entity 159438 | OtherCommon Stock | 550 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-17-001485 · doc4.xml · nonDerivative · entry 1 Gayhardt Donald · CIK 0001298489 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,558 F1 · kind: Since the reporting person's last report, 550 shares of restricted stock have vested and are now held directly. 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.