Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| WSFS FINANCIAL CORPWSFS · Entity 4058 | Director | August 07, 2026 | August 11, 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 07, 2026 · Filed August 11, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 27,123 |
Reported balance
After 2026-08-07 transaction · row 1
1 source rowRow 1 · 2026-08-07 · Grant · Acquired 923 · Balance 27,123 |
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 07, 2026 Filed Aug 11, 2026 17:56 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | GrantCommon Stock | 923 | $81.27 | $75,012.21 |
DisclosureSEC source: 0001455732-26-000003 · primarydocument.xml · nonDerivative · entry 1 DAVIS JENNIFER W · CIK 0001455732 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 27,123 Read SEC document |
| August 08, 2025 Filed Aug 12, 2025 20:17 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | GrantCommon Stock | 1,123 | $53.47 | $60,046.81 |
DisclosureSEC source: 0001562180-25-005717 · primarydocument.xml · nonDerivative · entry 1 DAVIS JENNIFER W · CIK 0001455732 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 26,200 Read SEC document |
| August 09, 2024 Filed Aug 13, 2024 16:20 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | GrantCommon Stock | 1,201 | $49.99 | $60,037.99 |
DisclosureSEC source: 0001562180-24-006203 · primarydocument.xml · nonDerivative · entry 1 DAVIS JENNIFER W · CIK 0001455732 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 25,077 Read SEC document |
| August 11, 2023 Filed Aug 15, 2023 17:50 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | GrantCommon Stock | 1,373 | $43.72 | $60,027.56 |
DisclosureSEC source: 0001562180-23-006333 · primarydocument.xml · nonDerivative · entry 1 DAVIS JENNIFER W · CIK 0001455732 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 23,876 Read SEC document |
| August 12, 2022 Filed Aug 17, 2022 17:09 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | GrantCommon Stock | 692 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-22-006152 · primarydocument.xml · nonDerivative · entry 1 DAVIS JENNIFER W · CIK 0001455732 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,503 Read SEC document |
| August 13, 2021 Filed Aug 17, 2021 20:42 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | GrantCommon Stock | 769 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-21-005350 · primarydocument.xml · nonDerivative · entry 1 DAVIS JENNIFER W · CIK 0001455732 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,811 Read SEC document |
| August 14, 2020 Filed Aug 18, 2020 23:10 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | GrantCommon Stock | 1,122 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-20-005517 · primarydocument.xml · nonDerivative · entry 1 DAVIS JENNIFER W · CIK 0001455732 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,042 Read SEC document |
| August 09, 2019 Filed Aug 13, 2019 21:50 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | GrantCommon Stock | 840 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-19-004255 · primarydocument.xml · nonDerivative · entry 1 DAVIS JENNIFER W · CIK 0001455732 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,920 Read SEC document |
| August 10, 2018 Filed Aug 14, 2018 19:16 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | GrantCommon Stock | 692 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-18-003580 · primarydocument.xml · nonDerivative · entry 1 DAVIS JENNIFER W · CIK 0001455732 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,080 Read SEC document |
| August 11, 2017 Filed Aug 15, 2017 21:06 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | GrantCommon Stock | 809 | $43.30 | $35,029.70 |
DisclosureSEC source: 0001562180-17-002681 · primarydocument.xml · nonDerivative · entry 1 DAVIS JENNIFER W · CIK 0001455732 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,388 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.