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 | 23,576 |
Reported balance
After 2026-08-07 transaction · row 1
1 source rowRow 1 · 2026-08-07 · Grant · Acquired 923 · Balance 23,576 |
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 22:25 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | GrantCommon Stock | 923 | $81.27 | $75,012.21 |
DisclosureSEC source: 0001205152-26-000003 · primarydocument.xml · nonDerivative · entry 1 TURNER DAVID G · CIK 0001205152 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 23,576 Read SEC document |
| August 08, 2025 Filed Aug 12, 2025 20:19 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | GrantCommon Stock | 1,123 | $53.47 | $60,046.81 |
DisclosureSEC source: 0001562180-25-005723 · primarydocument.xml · nonDerivative · entry 1 TURNER DAVID G · CIK 0001205152 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 22,653 Read SEC document |
| August 09, 2024 Filed Aug 13, 2024 16:25 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | GrantCommon Stock | 1,201 | $49.99 | $60,037.99 |
DisclosureSEC source: 0001562180-24-006209 · primarydocument.xml · nonDerivative · entry 1 TURNER DAVID G · CIK 0001205152 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 21,530 Read SEC document |
| August 11, 2023 Filed Aug 15, 2023 17:51 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | GrantCommon Stock | 1,373 | $43.72 | $60,027.56 |
DisclosureSEC source: 0001562180-23-006337 · primarydocument.xml · nonDerivative · entry 1 TURNER DAVID G · CIK 0001205152 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 18,929 Read SEC document |
| August 11, 2023 Filed Mar 26, 2024 22:58 UTC Amendment | WSFS FINANCIAL CORP WSFS · Entity 4058 | OtherCommon Stock | 1,400 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-24-003007 · primarydocument.xml · nonDerivative · entry 1 TURNER DAVID G · CIK 0001205152 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 20,329 F1 · balance_after: Due to a clerical error, the original filing excluded certain shares of common stock owned by the reported person. This form has been amended to reflect the correct amount of securities beneficially owned including the shares of common stock following the reported transaction. Read SEC document |
| August 12, 2022 Filed Aug 17, 2022 17:10 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | GrantCommon Stock | 692 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-22-006158 · primarydocument.xml · nonDerivative · entry 1 TURNER DAVID G · CIK 0001205152 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,556 Read SEC document |
| August 13, 2021 Filed Aug 17, 2021 20:41 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | GrantCommon Stock | 769 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-21-005345 · primarydocument.xml · nonDerivative · entry 1 TURNER DAVID G · CIK 0001205152 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,864 Read SEC document |
| August 14, 2020 Filed Aug 18, 2020 23:18 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | GrantCommon Stock | 1,122 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-20-005522 · primarydocument.xml · nonDerivative · entry 1 TURNER DAVID G · CIK 0001205152 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,095 Read SEC document |
| August 09, 2019 Filed Aug 13, 2019 21:52 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | GrantCommon Stock | 840 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-19-004259 · primarydocument.xml · nonDerivative · entry 1 TURNER DAVID G · CIK 0001205152 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,973 Read SEC document |
| August 10, 2018 Filed Aug 14, 2018 19:19 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | GrantCommon Stock | 692 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-18-003585 · primarydocument.xml · nonDerivative · entry 1 TURNER DAVID G · CIK 0001205152 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,133 Read SEC document |
| August 11, 2017 Filed Aug 15, 2017 21:08 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | GrantCommon Stock | 809 | $43.30 | $35,029.70 |
DisclosureSEC source: 0001562180-17-002686 · primarydocument.xml · nonDerivative · entry 1 TURNER DAVID G · CIK 0001205152 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,441 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.