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 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.
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 | 2,563 |
Reported balance
After 2026-08-07 transaction · row 1
1 source rowRow 1 · 2026-08-07 · Grant · Acquired 1,908 · Balance 2,563 |
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 22:24 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | GrantCommon Stock | 1,908 | $81.27 | $155,063.16 |
DisclosureSEC source: 0002100829-26-000007 · primarydocument.xml · nonDerivative · entry 1 Hong Michelle · CIK 0002100829 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,563 Read SEC document |
| February 04, 2026 Filed Feb 6, 2026 23:01 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | GrantCommon Stock | 655 | $0.00 | $0.00 |
DisclosureSEC source: 0002100829-26-000004 · primarydocument.xml · nonDerivative · entry 1 Hong Michelle · CIK 0002100829 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 655 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.