Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| WSFS FINANCIAL CORPWSFS · Entity 4058 | EVP, Chief Consumer Bk Officer | July 28, 2026 | July 30, 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 July 28, 2026 · Filed July 30, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 15,207 |
Reported balance
After 2026-07-28 transaction · row 1
1 source rowRow 1 · 2026-07-28 · Sale · Disposed 3,500 · Balance 15,207 F1: Represents a weighted-average price. These shares were sold in multiple transactions at prices ranging from $81.72 to $81.74, inclusive. For all transactions reported on this Form 4 utilizing a weighted-average price, the reporting person will provide to the issuer, any security holder of the issuer, or the SEC staff, upon request, information regarding the number of shares sold at each price within the range. |
| Common StockSEC Table I · non-derivative | Indirect401k | 2,135 |
Reported balance
Holding disclosure · report date 2026-07-28 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 2,135 |
Filing footnotes · ownership attribution and instrument terms
F1: Represents a weighted-average price. These shares were sold in multiple transactions at prices ranging from $81.72 to $81.74, inclusive. For all transactions reported on this Form 4 utilizing a weighted-average price, the reporting person will provide to the issuer, any security holder of the issuer, or the SEC staff, upon request, information regarding the number of shares sold at each price within the range.
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 |
|---|---|---|---|---|---|---|
| July 28, 2026 Filed Jul 30, 2026 17:03 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | SaleCommon Stock | 3,500 | $81.74 | $286,090.00 |
DisclosureSEC source: 0001928413-26-000014 · primarydocument.xml · nonDerivative · entry 1 Kruzinski Shari · CIK 0001928413 · EVP, Chief Consumer Bk Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,207 F1 · price: Represents a weighted-average price. These shares were sold in multiple transactions at prices ranging from $81.72 to $81.74, inclusive. For all transactions reported on this Form 4 utilizing a weighted-average price, the reporting person will provide to the issuer, any security holder of the issuer, or the SEC staff, upon request, information regarding the number of shares sold at each price within the range. Read SEC document |
| April 15, 2026 Filed Apr 17, 2026 14:58 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | Tax withholdingCommon Stock | 499 | $69.07 | $34,465.93 |
DisclosureSEC source: 0001928413-26-000012 · primarydocument.xml · nonDerivative · entry 4 Kruzinski Shari · CIK 0001928413 · EVP, Chief Consumer Bk Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 18,707 F1 · shares: Represents shares withheld to cover taxes due on vested restricted stock units. Read SEC document |
| April 15, 2026 Filed Apr 17, 2026 14:58 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | Tax withholdingCommon Stock | 347 | $69.07 | $23,967.29 |
DisclosureSEC source: 0001928413-26-000012 · primarydocument.xml · nonDerivative · entry 3 Kruzinski Shari · CIK 0001928413 · EVP, Chief Consumer Bk Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 19,206 F1 · shares: Represents shares withheld to cover taxes due on vested restricted stock units. Read SEC document |
| April 15, 2026 Filed Apr 17, 2026 14:58 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | Tax withholdingCommon Stock | 418 | $69.07 | $28,871.26 |
DisclosureSEC source: 0001928413-26-000012 · primarydocument.xml · nonDerivative · entry 2 Kruzinski Shari · CIK 0001928413 · EVP, Chief Consumer Bk Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 19,553 F1 · shares: Represents shares withheld to cover taxes due on vested restricted stock units. Read SEC document |
| April 15, 2026 Filed Apr 17, 2026 14:58 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | Tax withholdingCommon Stock | 341 | $69.07 | $23,552.87 |
DisclosureSEC source: 0001928413-26-000012 · primarydocument.xml · nonDerivative · entry 1 Kruzinski Shari · CIK 0001928413 · EVP, Chief Consumer Bk Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 19,971 F1 · shares: Represents shares withheld to cover taxes due on vested restricted stock units. Read SEC document |
| February 26, 2026 Filed Feb 27, 2026 20:49 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | GrantCommon Stock | 2,827 | $66.38 | $187,656.26 |
DisclosureSEC source: 0001928413-26-000009 · primarydocument.xml · nonDerivative · entry 3 Kruzinski Shari · CIK 0001928413 · EVP, Chief Consumer Bk Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 20,312 F3 · shares: 3 year vest (33% increments) with first vesting date of 4/15/2027 and final vesting date of 4/15/2029. F4 · balance_after: Does not include PSUs, if any, held by the Reporting Person for which an assessment has not yet been made regarding the achievement of the applicable performance goals. Any such holding will be reported on a Form 4 within two business days of that date such assessment is made. Read SEC document |
| February 26, 2026 Filed Feb 27, 2026 20:49 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | Tax withholdingCommon Stock | 2,266 | $66.38 | $150,417.08 |
DisclosureSEC source: 0001928413-26-000009 · primarydocument.xml · nonDerivative · entry 2 Kruzinski Shari · CIK 0001928413 · EVP, Chief Consumer Bk Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 17,485 F2 · shares: Represents shares withheld to cover taxes due on vested PSUs. Read SEC document |
| February 26, 2026 Filed Feb 27, 2026 20:49 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | GrantCommon Stock | 5,011 | $66.38 | $332,630.18 |
DisclosureSEC source: 0001928413-26-000009 · primarydocument.xml · nonDerivative · entry 1 Kruzinski Shari · CIK 0001928413 · EVP, Chief Consumer Bk Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 19,751 F1 · shares: On February 26, 2026, the reporting person achieved a performance level of 76% on an award of performance-based restricted share units ("PSUs") issued on February 23, 2023. This performance level represents the final determination of the PSU during the three-year period ended December 31, 2025. Each PSU represents one share of WSFS Financial Corporation common stock. Read SEC document |
| February 05, 2026 Filed Feb 9, 2026 21:51 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | SaleCommon Stock | 1,000 | $70.10 | $70,100.00 |
DisclosureSEC source: 0001928413-26-000005 · primarydocument.xml · nonDerivative · entry 1 Kruzinski Shari · CIK 0001928413 · EVP, Chief Consumer Bk Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 14,740 F1 · price: Represents a weighted-average price. These shares were sold in multiple transactions at prices ranging from $70.10 to $70.10, inclusive. For all transactions reported on this Form 4 utilizing a weighted-average price, the reporting person will provide to the issuer, any security holder of the issuer, or the SEC staff, upon request, information regarding the number of shares sold at each price within the range. Read SEC document |
| April 15, 2025 Filed Apr 17, 2025 21:21 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | Tax withholdingCommon Stock | 237 | $47.26 | $11,200.62 |
DisclosureSEC source: 0001562180-25-003202 · primarydocument.xml · nonDerivative · entry 4 Kruzinski Shari · CIK 0001928413 · EVP, Chief Consumer Bk Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,740 F1 · shares: Represents shares withheld to cover taxes due on vested restricted stock units. Read SEC document |
| April 15, 2025 Filed Apr 17, 2025 21:21 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | Tax withholdingCommon Stock | 340 | $47.26 | $16,068.40 |
DisclosureSEC source: 0001562180-25-003202 · primarydocument.xml · nonDerivative · entry 3 Kruzinski Shari · CIK 0001928413 · EVP, Chief Consumer Bk Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,977 F1 · shares: Represents shares withheld to cover taxes due on vested restricted stock units. Read SEC document |
| April 15, 2025 Filed Apr 17, 2025 21:21 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | Tax withholdingCommon Stock | 285 | $47.26 | $13,469.10 |
DisclosureSEC source: 0001562180-25-003202 · primarydocument.xml · nonDerivative · entry 2 Kruzinski Shari · CIK 0001928413 · EVP, Chief Consumer Bk Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 16,317 F1 · shares: Represents shares withheld to cover taxes due on vested restricted stock units. Read SEC document |
| April 15, 2025 Filed Apr 17, 2025 21:21 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | Tax withholdingCommon Stock | 86 | $47.26 | $4,064.36 |
DisclosureSEC source: 0001562180-25-003202 · primarydocument.xml · nonDerivative · entry 1 Kruzinski Shari · CIK 0001928413 · EVP, Chief Consumer Bk Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 16,602 F1 · shares: Represents shares withheld to cover taxes due on vested restricted stock units. Read SEC document |
| March 15, 2025 Filed Mar 18, 2025 21:47 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | Tax withholdingCommon Stock | 200 | $52.00 | $10,400.00 |
DisclosureSEC source: 0001562180-25-002552 · primarydocument.xml · nonDerivative · entry 1 Kruzinski Shari · CIK 0001928413 · EVP, Chief Consumer Bk Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 16,688 F1 · shares: Represents shares withheld to cover taxes due on vested restricted stock units Read SEC document |
| February 27, 2025 Filed Mar 4, 2025 00:25 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | Tax withholdingCommon Stock | 1,541 | $53.49 | $82,428.09 |
DisclosureSEC source: 0001562180-25-001884 · primarydocument.xml · nonDerivative · entry 3 Kruzinski Shari · CIK 0001928413 · EVP, Chief Customer Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 16,888 F3 · shares: Represents shares withheld to cover taxes due on vested PSUs. F4 · balance_after: Does not include PSUs, if any, held by the Reporting Person for which an assessment has not yet been made regarding the achievement of the applicable performance goals. Any such holding will be reported on a Form 4 within two business days of that date such assessment is made. Read SEC document |
| February 27, 2025 Filed Mar 4, 2025 00:25 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | GrantCommon Stock | 4,775 | $53.49 | $255,414.75 |
DisclosureSEC source: 0001562180-25-001884 · primarydocument.xml · nonDerivative · entry 2 Kruzinski Shari · CIK 0001928413 · EVP, Chief Customer Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 18,429 F2 · shares: On February 27, 2025, the Reporting Person achieved a performance level of 78% on an award of performance-based restricted share units ("PSUs") issued on February 24, 2022. This performance level represents the final determination of the PSUs during the three-year period ended December 31, 2024. Each PSU represents one share of WSFS Financial Corporation common stock. Read SEC document |
| February 27, 2025 Filed Mar 4, 2025 00:25 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | GrantCommon Stock | 2,168 | $53.49 | $115,966.32 |
DisclosureSEC source: 0001562180-25-001884 · primarydocument.xml · nonDerivative · entry 1 Kruzinski Shari · CIK 0001928413 · EVP, Chief Customer Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,654 F1 · shares: 3 year vest (33% increments) with first vesting date of 4/15/2026 and final vesting date of 4/15/2028. Read SEC document |
| April 15, 2024 Filed Apr 17, 2024 22:52 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | Tax withholdingCommon Stock | 691 | $42.37 | $29,277.67 |
DisclosureSEC source: 0001562180-24-003460 · primarydocument.xml · nonDerivative · entry 1 Kruzinski Shari · CIK 0001928413 · EVP, Chief Customer Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,486 F1 · shares: Represents shares withheld to cover taxes due on vested restricted stock units. Read SEC document |
| March 15, 2024 Filed Mar 19, 2024 23:44 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | Tax withholdingCommon Stock | 48 | $41.91 | $2,011.68 |
DisclosureSEC source: 0001562180-24-002848 · primarydocument.xml · nonDerivative · entry 1 Kruzinski Shari · CIK 0001928413 · EVP, Chief Customer Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,177 F1 · shares: Represents shares withheld to cover taxes due on vested restricted stock units. Read SEC document |
| February 29, 2024 Filed Mar 4, 2024 23:01 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | GrantCommon Stock | 2,656 | $42.39 | $112,587.84 |
DisclosureSEC source: 0001562180-24-002131 · primarydocument.xml · nonDerivative · entry 1 Kruzinski Shari · CIK 0001928413 · EVP, Chief Customer Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,225 F1 · shares: 3 year vest (33% increments) with first vesting date of 4/15/2025 and final vesting date of 4/15/2027 F2 · balance_after: Does not include performance-based RSUs, if any, held by the Reporting Person for which an assessment has not yet been made regarding the achievement of the applicable performance goals. Any such holding will be reported on a Form 4 within two business days of that date such assessment is made. Read SEC document |
| December 10, 2023 Filed Dec 12, 2023 14:43 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | Tax withholdingCommon Stock | 247 | $41.48 | $10,245.56 |
DisclosureSEC source: 0001562180-23-008286 · primarydocument.xml · nonDerivative · entry 1 Kruzinski Shari · CIK 0001928413 · EVP, Chief Customer Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,569 F1 · shares: Represents shares withheld to cover taxes due on vested restricted stock units Read SEC document |
| April 15, 2023 Filed Apr 18, 2023 17:14 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | Tax withholdingCommon Stock | 521 | $36.69 | $19,115.49 |
DisclosureSEC source: 0001562180-23-003597 · primarydocument.xml · nonDerivative · entry 1 Kruzinski Shari · CIK 0001928413 · EVP, Chief Customer Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,816 F1 · shares: Represents shares withheld to cover taxes due on vested restricted stock units Read SEC document |
| March 15, 2023 Filed Mar 17, 2023 13:44 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | Tax withholdingCommon Stock | 58 | $39.49 | $2,290.42 |
DisclosureSEC source: 0001562180-23-002888 · primarydocument.xml · nonDerivative · entry 1 Kruzinski Shari · CIK 0001928413 · EVP, Chief Customer Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,337 F1 · shares: Represents shares withheld to cover taxes due on vested restricted stock units Read SEC document |
| February 23, 2023 Filed Feb 27, 2023 21:42 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | GrantCommon Stock | 2,198 | $49.69 | $109,218.62 |
DisclosureSEC source: 0001562180-23-001920 · primarydocument.xml · nonDerivative · entry 1 Kruzinski Shari · CIK 0001928413 · EVP, Chief Customer Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,395 F1 · shares: 3 year vest (33% increments) with first vesting date of 4/15/2024 and final vesting date of 4/15/2026 F2 · balance_after: Does not include performance-based RSUs, if any, held by the Reporting Person for which an assessment has not yet been made regarding the achievement of the applicable performance goals. Any such holding will be reported on a Form 4 within two business days of that date such assessment is made. Read SEC document |
| February 06, 2023 Filed Mar 3, 2023 22:29 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | SaleCommon Stock | 920 | $50.03 | $46,023.00 |
DisclosureSEC source: 0001562180-23-002436 · primarydocument.xml · nonDerivative · entry 1 Kruzinski Shari · CIK 0001928413 · EVP, Chief Customer Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,395 Read SEC document |
| December 10, 2022 Filed Dec 13, 2022 20:22 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | Tax withholdingCommon Stock | 257 | $46.38 | $11,919.66 |
DisclosureSEC source: 0001562180-22-008235 · primarydocument.xml · nonDerivative · entry 1 Kruzinski Shari · CIK 0001928413 · EVP, Chief Customer Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,054 F1 · shares: Represents shares withheld to cover taxes due on vested restricted stock units Read SEC document |
| August 31, 2022 Filed Sep 2, 2022 19:13 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | GrantCommon Stock | 462 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-22-006436 · primarydocument.xml · nonDerivative · entry 2 Kruzinski Shari · CIK 0001928413 · EVP, Chief Customer Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,311 F2 · shares: Fully vested by 3/15/25. Read SEC document |
| August 31, 2022 Filed Sep 2, 2022 19:13 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | GrantCommon Stock | 462 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-22-006436 · primarydocument.xml · nonDerivative · entry 1 Kruzinski Shari · CIK 0001928413 · EVP, Chief Customer Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,849 F1 · shares: 3 yr vest (1/3 increments) with first vesting date of 3/15/23 and final vesting date of 3/15/25. 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.