person · Reporting owner
Buchholz Karen Dougherty
Disclosed activity across 3 companies
Sign in to followReported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| FS Credit Real Estate Income Trust, Inc.NONE · Entity 19092 | Director | August 03, 2026 | August 06, 2026 |
| WSFS FINANCIAL CORPWSFS · Entity 4058 | Director | August 07, 2026 | August 10, 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.
FS Credit Real Estate Income Trust, Inc.
Report date August 03, 2026 · Filed August 06, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class I Common StockSEC Table I · non-derivative | Direct | 20,128.571 |
Reported balance
After 2026-08-03 transaction · row 1
1 source rowRow 1 · 2026-08-03 · Grant · Acquired 943.756 · Balance 20,128.571 |
WSFS FINANCIAL CORP
Report date August 07, 2026 · Filed August 10, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 29,641 |
Reported balance
After 2026-08-07 transaction · row 1
1 source rowRow 1 · 2026-08-07 · Grant · Acquired 923 · Balance 29,641 |
Past disclosures · reporting ended (1)
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 70,780 · 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.
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 10, 2026 22:21 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | GrantCommon Stock | 923 | $81.27 | $75,012.21 |
DisclosureSEC source: 0001477523-26-000002 · primarydocument.xml · nonDerivative · entry 1 Buchholz Karen Dougherty · CIK 0001477523 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 29,641 Read SEC document |
| August 03, 2026 Filed Aug 6, 2026 00:40 UTC | FS Credit Real Estate Income Trust, Inc. NONE · Entity 19092 | GrantClass I Common Stock | 943.756 | $23.84 | $22,499.99 |
DisclosureSEC source: 0001104659-26-091416 · tm2622385-6_4seq1.xml · nonDerivative · entry 1 Buchholz Karen Dougherty · CIK 0001477523 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 20,128.571 Read SEC document |
| May 01, 2026 Filed May 5, 2026 14:17 UTC | FS Credit Real Estate Income Trust, Inc. NONE · Entity 19092 | GrantClass I Common Stock | 942.172 | $23.88 | $22,500.01 |
DisclosureSEC source: 0001104659-26-055354 · tm2613520-2_4seq1.xml · nonDerivative · entry 1 Buchholz Karen Dougherty · CIK 0001477523 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 18,832.41 Read SEC document |
| March 02, 2026 Filed Mar 3, 2026 19:59 UTC | FS Credit Real Estate Income Trust, Inc. NONE · Entity 19092 | GrantClass I Common Stock | 940.553 | $23.92 | $22,500.00 |
DisclosureSEC source: 0001104659-26-022764 · tm267864-3_4seq1.xml · nonDerivative · entry 1 Buchholz Karen Dougherty · CIK 0001477523 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 17,670.682 Read SEC document |
| December 01, 2025 Filed Dec 3, 2025 18:41 UTC | FS Credit Real Estate Income Trust, Inc. NONE · Entity 19092 | GrantClass I Common Stock | 939.249 | $23.96 | $22,499.99 |
DisclosureSEC source: 0001104659-25-118059 · tm2532595-6_4seq1.xml · nonDerivative · entry 1 Buchholz Karen Dougherty · CIK 0001477523 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 16,415.583 Read SEC document |
| August 08, 2025 Filed Aug 12, 2025 20:16 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | GrantCommon Stock | 1,123 | $53.47 | $60,046.81 |
DisclosureSEC source: 0001562180-25-005716 · primarydocument.xml · nonDerivative · entry 1 Buchholz Karen Dougherty · CIK 0001477523 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 28,718 Read SEC document |
| August 01, 2025 Filed Aug 5, 2025 19:19 UTC | FS Credit Real Estate Income Trust, Inc. NONE · Entity 19092 | GrantClass I Common Stock | 936.298 | $24.03 | $22,499.99 |
DisclosureSEC source: 0001104659-25-074128 · tm2522535-4_4seq1.xml · nonDerivative · entry 1 Buchholz Karen Dougherty · CIK 0001477523 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,085.664 Read SEC document |
| May 01, 2025 Filed May 6, 2025 00:24 UTC | FS Credit Real Estate Income Trust, Inc. NONE · Entity 19092 | GrantClass I Common Stock | 934.7 | $24.07 | $22,500.00 |
DisclosureSEC source: 0001999371-25-005459 · bucholz-form_050525.xml · nonDerivative · entry 1 Buchholz Karen Dougherty · CIK 0001477523 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,881.182 Read SEC document |
| February 03, 2025 Filed Feb 5, 2025 22:17 UTC | FS Credit Real Estate Income Trust, Inc. NONE · Entity 19092 | GrantClass I Common Stock | 930.933 | $24.17 | $22,500.00 |
DisclosureSEC source: 0001839882-25-007420 · buchholz-form4_020325.xml · nonDerivative · entry 1 Buchholz Karen Dougherty · CIK 0001477523 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,549.383 Read SEC document |
| November 01, 2024 Filed Nov 5, 2024 21:20 UTC | FS Credit Real Estate Income Trust, Inc. NONE · Entity 19092 | GrantClass I Common Stock | 930.933 | $24.17 | $22,500.00 |
DisclosureSEC source: 0001999371-24-014251 · buchholz-form4_110124.xml · nonDerivative · entry 1 Buchholz Karen Dougherty · CIK 0001477523 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,549.383 Read SEC document |
| August 09, 2024 Filed Aug 13, 2024 16:18 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | GrantCommon Stock | 1,201 | $49.99 | $60,037.99 |
DisclosureSEC source: 0001562180-24-006201 · primarydocument.xml · nonDerivative · entry 1 Buchholz Karen Dougherty · CIK 0001477523 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 27,595 Read SEC document |
| August 01, 2024 Filed Aug 6, 2024 00:23 UTC | FS Credit Real Estate Income Trust, Inc. NONE · Entity 19092 | GrantClass I Common Stock | 930.14 | $24.19 | $22,499.99 |
DisclosureSEC source: 0001999371-24-009602 · buchholz-form4.xml · nonDerivative · entry 1 Buchholz Karen Dougherty · CIK 0001477523 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,418.267 Read SEC document |
| April 01, 2024 Filed Apr 3, 2024 13:58 UTC | FS Credit Real Estate Income Trust, Inc. NONE · Entity 19092 | GrantClass I Common Stock | 929.883 | $24.20 | $22,500.01 |
DisclosureSEC source: 0001999371-24-004382 · buchholz-form4.xml · nonDerivative · entry 1 Buchholz Karen Dougherty · CIK 0001477523 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,250.393 Read SEC document |
| February 14, 2024 Filed Feb 15, 2024 23:54 UTC | FS Credit Real Estate Income Trust, Inc. NONE · Entity 19092 | GrantClass I Common Stock | 930.933 | $24.17 | $22,500.00 |
DisclosureSEC source: 0001999371-24-002431 · buchholz-form4.xml · nonDerivative · entry 1 Buchholz Karen Dougherty · CIK 0001477523 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,215.662 Read SEC document |
| December 05, 2023 Filed Dec 6, 2023 22:07 UTC | FS Credit Real Estate Income Trust, Inc. NONE · Entity 19092 | GrantClass I Common Stock | 927.973 | $24.25 | $22,500.00 |
DisclosureSEC source: 0001999371-23-000808 · buchholz-rorm4_120523.xml · nonDerivative · entry 1 Buchholz Karen Dougherty · CIK 0001477523 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,192.922 Read SEC document |
| August 11, 2023 Filed Aug 15, 2023 17:36 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | GrantCommon Stock | 1,373 | $43.72 | $60,027.56 |
DisclosureSEC source: 0001562180-23-006329 · primarydocument.xml · nonDerivative · entry 1 Buchholz Karen Dougherty · CIK 0001477523 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 26,394 Read SEC document |
| August 01, 2023 Filed Aug 3, 2023 22:17 UTC | FS Credit Real Estate Income Trust, Inc. NONE · Entity 19092 | GrantClass I Common Stock | 928.739 | $24.23 | $22,500.00 |
DisclosureSEC source: 0001839882-23-020597 · buchholz-form4.xml · nonDerivative · entry 1 Buchholz Karen Dougherty · CIK 0001477523 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,102.629 Read SEC document |
| May 01, 2023 Filed May 3, 2023 14:35 UTC | FS Credit Real Estate Income Trust, Inc. NONE · Entity 19092 | GrantClass I Common Stock | 927.908 | $24.25 | $22,500.01 |
DisclosureSEC source: 0001387131-23-005960 · buchholz-form4.xml · nonDerivative · entry 1 Buchholz Karen Dougherty · CIK 0001477523 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,077.593 Read SEC document |
| February 02, 2023 Filed Feb 6, 2023 20:34 UTC | FS Credit Real Estate Income Trust, Inc. NONE · Entity 19092 | GrantClass I Common Stock | 909.61 | $24.28 | $22,083.06 |
DisclosureSEC source: 0001387131-23-001456 · buchholz-form4.xml · nonDerivative · entry 1 Buchholz Karen Dougherty · CIK 0001477523 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,075.17 Read SEC document |
| November 01, 2022 Filed Nov 28, 2022 21:42 UTC | FS Credit Real Estate Income Trust, Inc. NONE · Entity 19092 | GrantClass I Common Stock | 896.759 | $24.40 | $21,879.40 |
DisclosureSEC source: 0001387131-22-011880 · buchholz-form4.xml · nonDerivative · entry 1 Buchholz Karen Dougherty · CIK 0001477523 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,111 Read SEC document |
| August 12, 2022 Filed Aug 17, 2022 17:08 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | GrantCommon Stock | 692 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-22-006150 · primarydocument.xml · nonDerivative · entry 1 Buchholz Karen Dougherty · CIK 0001477523 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,021 Read SEC document |
| August 01, 2022 Filed Aug 3, 2022 17:02 UTC | FS Credit Real Estate Income Trust, Inc. NONE · Entity 19092 | GrantClass I Common Stock | 896.403 | $24.40 | $21,875.01 |
DisclosureSEC source: 0001839882-22-017389 · buchholz-form4.xml · nonDerivative · entry 1 Buchholz Karen Dougherty · CIK 0001477523 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,178.31 Read SEC document |
| May 02, 2022 Filed May 4, 2022 21:07 UTC | FS Credit Real Estate Income Trust, Inc. NONE · Entity 19092 | GrantClass I Common Stock | 161.035 | $24.45 | $3,937.50 |
DisclosureSEC source: 0001387131-22-005707 · buchholz-form4.xml · nonDerivative · entry 1 Buchholz Karen Dougherty · CIK 0001477523 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,260.872 Read SEC document |
| February 01, 2022 Filed Feb 4, 2022 21:07 UTC | FS Credit Real Estate Income Trust, Inc. NONE · Entity 19092 | GrantClass I Common Stock | 160.981 | $24.46 | $3,937.50 |
DisclosureSEC source: 0001387131-22-001332 · buchholz-form4.xml · nonDerivative · entry 1 Buchholz Karen Dougherty · CIK 0001477523 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,081.823 Read SEC document |
| November 02, 2021 Filed Nov 4, 2021 13:53 UTC | FS Credit Real Estate Income Trust, Inc. NONE · Entity 19092 | GrantClass I Common Stock | 160.919 | $24.47 | $3,937.49 |
DisclosureSEC source: 0001387131-21-010732 · buchholz-form4.xml · nonDerivative · entry 1 Buchholz Karen Dougherty · CIK 0001477523 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 905.762 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: 0001562180-21-005351 · primarydocument.xml · nonDerivative · entry 1 Buchholz Karen Dougherty · CIK 0001477523 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,329 Read SEC document |
| August 03, 2021 Filed Aug 5, 2021 20:36 UTC | FS Credit Real Estate Income Trust, Inc. NONE · Entity 19092 | GrantClass I Common Stock | 84.154 | $24.51 | $2,062.51 |
DisclosureSEC source: 0001387131-21-008154 · buchholz-form4_080321.xml · nonDerivative · entry 1 Buchholz Karen Dougherty · CIK 0001477523 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 732.063 Read SEC document |
| May 20, 2021 Filed May 24, 2021 20:10 UTC | FS Credit Real Estate Income Trust, Inc. NONE · Entity 19092 | GrantClass I Common Stock | 83.989 | $24.56 | $2,062.77 |
DisclosureSEC source: 0001387131-21-006029 · buchholz-form4_052021.xml · nonDerivative · entry 1 Buchholz Karen Dougherty · CIK 0001477523 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 618.877 Read SEC document |
| February 11, 2021 Filed Feb 17, 2021 15:04 UTC | FS Credit Real Estate Income Trust, Inc. NONE · Entity 19092 | GrantClass I Common Stock | 83.783 | $24.62 | $2,062.74 |
DisclosureSEC source: 0001387131-21-002583 · buchholz-form4_021121.xml · nonDerivative · entry 1 Buchholz Karen Dougherty · CIK 0001477523 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 534.888 Read SEC document |
| November 02, 2020 Filed Nov 4, 2020 21:30 UTC | FS Credit Real Estate Income Trust, Inc. NONE · Entity 19092 | GrantClass I Common Stock | 83.66 | $24.65 | $2,062.22 |
DisclosureSEC source: 0001387131-20-009582 · ownership.xml · nonDerivative · entry 1 Buchholz Karen Dougherty · CIK 0001477523 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 451.105 Read SEC document |
| August 14, 2020 Filed Aug 18, 2020 23:08 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | GrantCommon Stock | 1,122 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-20-005516 · primarydocument.xml · nonDerivative · entry 1 Buchholz Karen Dougherty · CIK 0001477523 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,560 Read SEC document |
| August 03, 2020 Filed Aug 5, 2020 18:51 UTC | FS Credit Real Estate Income Trust, Inc. NONE · Entity 19092 | GrantClass I Common Stock | 183.19 | $24.56 | $4,499.15 |
DisclosureSEC source: 0001387131-20-007063 · ownership.xml · nonDerivative · entry 1 Buchholz Karen Dougherty · CIK 0001477523 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 361.032 Read SEC document |
| August 09, 2019 Filed Aug 13, 2019 21:53 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | GrantCommon Stock | 840 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-19-004261 · primarydocument.xml · nonDerivative · entry 1 Buchholz Karen Dougherty · CIK 0001477523 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,438 Read SEC document |
| May 21, 2019 Filed Jun 14, 2019 01:54 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | GrantCommon Stock | 272 | $0.00 | $0.00 |
DisclosureSEC source: 0001552781-19-000285 · ownership.xml · nonDerivative · entry 1 Buchholz Karen Dougherty · CIK 0001477523 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,598 Read SEC document |
| March 01, 2019 Filed Mar 5, 2019 21:33 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | GrantCommon Stock | 21,326 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001562180-19-001703 · primarydocument.xml · nonDerivative · entry 1 Buchholz Karen Dougherty · CIK 0001477523 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,326 F1 · price: Received in exchange for 70,780 shares of Beneficial Bancorp, Inc. ("Beneficial") common stock in connection with the merger of Beneficial with and into WSFS Financial Corporation ("WSFS") effective March 1, 2019 (the "Merger"). At the effective time of the Merger at 12:01 a.m. on March 1, 2019 (the "Effective Time"), each outstanding share of Beneficial common stock converted into the right to receive 0.3013 shares of WSFS common stock and $2.93 in cash (the "Merger Consideration"). On February 28, 2019, the last trading day before the Effective Time, the closing price of Beneficial's common stock was $16.12 per share and the closing price of WSFS' common stock was $43.28 per share. All fractional share holdings were paid in cash. Read SEC document |
| March 01, 2019 Filed Mar 5, 2019 13:56 UTC | Beneficial Bancorp Inc. BNCL · Entity 159438 | Disposition to issuerStock Option (Right to Buy) · Derivative | 5,499 | $0.00 Strike: $7.62 | $0.00 |
DisclosureSEC source: 0001225208-19-004475 · doc4.xml · derivative · entry 6 Buchholz Karen Dougherty · CIK 0001477523 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 5,499 shares Expires 2021-05-27 F3 · price: 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 · derivative.exercise_date: Stock options are fully vested and exercisable. Read SEC document |
| March 01, 2019 Filed Mar 5, 2019 13:56 UTC | Beneficial Bancorp Inc. BNCL · Entity 159438 | Disposition to issuerStock Option (Right to Buy) · Derivative | 10,999 | $0.00 Strike: $8.30 | $0.00 |
DisclosureSEC source: 0001225208-19-004475 · doc4.xml · derivative · entry 5 Buchholz Karen Dougherty · CIK 0001477523 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 10,999 shares Expires 2022-03-23 F3 · price: 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 · derivative.exercise_date: Stock options are fully vested and exercisable. Read SEC document |
| March 01, 2019 Filed Mar 5, 2019 13:56 UTC | Beneficial Bancorp Inc. BNCL · Entity 159438 | Disposition to issuerStock Option (Right to Buy) · Derivative | 5,499 | $0.00 Strike: $8.82 | $0.00 |
DisclosureSEC source: 0001225208-19-004475 · doc4.xml · derivative · entry 4 Buchholz Karen Dougherty · CIK 0001477523 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 5,499 shares Expires 2020-03-05 F3 · price: 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 · derivative.exercise_date: Stock options are fully vested and exercisable. Read SEC document |
| March 01, 2019 Filed Mar 5, 2019 13:56 UTC | Beneficial Bancorp Inc. BNCL · Entity 159438 | Disposition to issuerStock Option (Right to Buy) · Derivative | 13,748 | $0.00 Strike: $10.77 | $0.00 |
DisclosureSEC source: 0001225208-19-004475 · doc4.xml · derivative · entry 3 Buchholz Karen Dougherty · CIK 0001477523 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 13,748 shares Expires 2024-02-20 F3 · price: 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 · derivative.exercise_date: Stock options are fully vested and exercisable. Read SEC document |
| March 01, 2019 Filed Mar 5, 2019 13:56 UTC | Beneficial Bancorp Inc. BNCL · Entity 159438 | Disposition to issuerStock Option (Right to Buy) · Derivative | 10,999 | $0.00 Strike: $8.40 | $0.00 |
DisclosureSEC source: 0001225208-19-004475 · doc4.xml · derivative · entry 2 Buchholz Karen Dougherty · CIK 0001477523 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 10,999 shares Expires 2023-01-17 F3 · price: 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 · derivative.exercise_date: Stock options are fully vested and exercisable. Read SEC document |
| March 01, 2019 Filed Mar 5, 2019 13:56 UTC | Beneficial Bancorp Inc. BNCL · Entity 159438 | Disposition to issuerCommon Stock | 70,780 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-19-004475 · doc4.xml · nonDerivative · entry 1 Buchholz Karen Dougherty · CIK 0001477523 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F1 · price: 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. Read SEC document |
| February 20, 2019 Filed Feb 22, 2019 19:53 UTC | Beneficial Bancorp Inc. BNCL · Entity 159438 | OtherCommon Stock | 330 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-19-003354 · doc4.xml · nonDerivative · entry 2 Buchholz Karen Dougherty · CIK 0001477523 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Restricted Stock VII Disclosed balance after: 0 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, 2019 Filed Feb 22, 2019 19:53 UTC | Beneficial Bancorp Inc. BNCL · Entity 159438 | OtherCommon Stock | 330 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-19-003354 · doc4.xml · nonDerivative · entry 1 Buchholz Karen Dougherty · CIK 0001477523 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 70,780 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 25, 2019 Filed Jan 29, 2019 23:31 UTC | Beneficial Bancorp Inc. BNCL · Entity 159438 | OtherCommon Stock | 2,410 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-19-001484 · doc4.xml · nonDerivative · entry 2 Buchholz Karen Dougherty · CIK 0001477523 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Restricted Stock XIII Disclosed balance after: 0 F1 · kind: Since the reporting person's last report, 2,410 shares of restricted stock have vested and are now held directly. F2 · ownership.nature: Shares of restricted stock were fully vested on January 25, 2019. Read SEC document |
| January 25, 2019 Filed Jan 29, 2019 23:31 UTC | Beneficial Bancorp Inc. BNCL · Entity 159438 | OtherCommon Stock | 2,410 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-19-001484 · doc4.xml · nonDerivative · entry 1 Buchholz Karen Dougherty · CIK 0001477523 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 70,450 F1 · kind: Since the reporting person's last report, 2,410 shares of restricted stock have vested and are now held directly. Read SEC document |
| October 18, 2018 Filed Oct 19, 2018 17:06 UTC | Beneficial Bancorp Inc. BNCL · Entity 159438 | Disposition to issuerCommon Stock | 22,037 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-18-014744 · doc4.xml · nonDerivative · entry 1 Buchholz Karen Dougherty · CIK 0001477523 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Restricted Stock X Disclosed balance after: 0 Read SEC document |
| February 20, 2018 Filed Feb 22, 2018 18:55 UTC | Beneficial Bancorp Inc. BNCL · Entity 159438 | OtherCommon Stock | 330 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-18-003701 · doc4.xml · nonDerivative · entry 2 Buchholz Karen Dougherty · CIK 0001477523 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Restricted Stock VII Disclosed balance after: 330 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, 2018 Filed Feb 22, 2018 18:55 UTC | Beneficial Bancorp Inc. BNCL · Entity 159438 | OtherCommon Stock | 330 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-18-003701 · doc4.xml · nonDerivative · entry 1 Buchholz Karen Dougherty · CIK 0001477523 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 68,040 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, 2018 Filed Jan 29, 2018 22:18 UTC | Beneficial Bancorp Inc. BNCL · Entity 159438 | OtherCommon Stock | 2,778 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-18-001795 · doc4.xml · nonDerivative · entry 2 Buchholz Karen Dougherty · CIK 0001477523 · 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: 0001225208-18-001795 · doc4.xml · nonDerivative · entry 1 Buchholz Karen Dougherty · CIK 0001477523 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 67,710 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.