Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| WSFS FINANCIAL CORPWSFS · Entity 4058 | President & CEO | June 10, 2026 | June 12, 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 June 10, 2026 · Filed June 12, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 186,088 |
Ending reported balance
After 2026-06-10 transaction · row 4
4 source rows · reconciled sequenceRow 1 · 2026-06-10 · Exercise / conversion · Acquired 34,740 · Balance 223,804 Row 2 · 2026-06-10 · Exercise / conversion · Acquired 27,730 · Balance 251,534 Row 3 · 2026-06-10 · Sale · Disposed 50,040 · Balance 201,494 F1: Represents shares sold pursuant to a Rule 10b5-1 Plan adopted on March 11, 2026. F2: The weighted average sale price for the transaction reported was $74.01 and the range of prices were between $73.29 and $74.28. Upon request by the SEC staff, the Issuer, or any security holder of the Issuer, full information regarding the number of shares sold at each separate price will be provided. Row 4 · 2026-06-10 · Sale · Disposed 15,406 · Balance 186,088 F1: Represents shares sold pursuant to a Rule 10b5-1 Plan adopted on March 11, 2026. F3: The weighted average sale price for the transaction reported was $74.43 and the range of prices were between $74.29 and $74.68. Upon request by the SEC staff, the Issuer, or any security holder of the Issuer, full information regarding the number of shares sold at each separate price will be provided. |
| Employee Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $51.84 · Expires 2028-03-03 | Direct | 0 |
Reported balance
After 2026-06-10 transaction · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · 2026-06-10 · Exercise / conversion · Disposed 27,730 · Balance 0 |
| Employee Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $36.11 · Expires 2027-04-15 | Direct | 0 |
Reported balance
After 2026-06-10 transaction · row 7
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 7 · 2026-06-10 · Exercise / conversion · Disposed 34,740 · Balance 0 |
| Common StockSEC Table I · non-derivative | Indirect401k | 1,917 |
Reported balance
Holding disclosure · report date 2026-06-10 · row 5
Holding and transaction disclosures are not merged.
1 source rowRow 5 · Balance 1,917 |
Filing footnotes · ownership attribution and instrument terms
F1: Represents shares sold pursuant to a Rule 10b5-1 Plan adopted on March 11, 2026.
F2: The weighted average sale price for the transaction reported was $74.01 and the range of prices were between $73.29 and $74.28. Upon request by the SEC staff, the Issuer, or any security holder of the Issuer, full information regarding the number of shares sold at each separate price will be provided.
F3: The weighted average sale price for the transaction reported was $74.43 and the range of prices were between $74.29 and $74.68. Upon request by the SEC staff, the Issuer, or any security holder of the Issuer, full information regarding the number of shares sold at each separate price will be provided.
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 |
|---|---|---|---|---|---|---|
| June 10, 2026 Filed Jun 12, 2026 16:53 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 34,740 | $0.00 Strike: $36.11 | $0.00 |
DisclosureSEC source: 0001380904-26-000009 · primarydocument.xml · derivative · entry 7 LEVENSON RODGER · CIK 0001380904 · President & CEO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 34,740 shares Expires 2027-04-15 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| June 10, 2026 Filed Jun 12, 2026 16:53 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 27,730 | $0.00 Strike: $51.84 | $0.00 |
DisclosureSEC source: 0001380904-26-000009 · primarydocument.xml · derivative · entry 6 LEVENSON RODGER · CIK 0001380904 · President & CEO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 27,730 shares Expires 2028-03-03 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| June 10, 2026 Filed Jun 12, 2026 16:53 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | SaleCommon Stock | 15,406 | $74.43 | $1,146,668.58 |
DisclosureSEC source: 0001380904-26-000009 · primarydocument.xml · nonDerivative · entry 4 LEVENSON RODGER · CIK 0001380904 · President & CEO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 186,088 F1 · kind: Represents shares sold pursuant to a Rule 10b5-1 Plan adopted on March 11, 2026. F3 · price: The weighted average sale price for the transaction reported was $74.43 and the range of prices were between $74.29 and $74.68. Upon request by the SEC staff, the Issuer, or any security holder of the Issuer, full information regarding the number of shares sold at each separate price will be provided. Read SEC document |
| June 10, 2026 Filed Jun 12, 2026 16:53 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | SaleCommon Stock | 50,040 | $74.01 | $3,703,460.40 |
DisclosureSEC source: 0001380904-26-000009 · primarydocument.xml · nonDerivative · entry 3 LEVENSON RODGER · CIK 0001380904 · President & CEO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 201,494 F1 · kind: Represents shares sold pursuant to a Rule 10b5-1 Plan adopted on March 11, 2026. F2 · price: The weighted average sale price for the transaction reported was $74.01 and the range of prices were between $73.29 and $74.28. Upon request by the SEC staff, the Issuer, or any security holder of the Issuer, full information regarding the number of shares sold at each separate price will be provided. Read SEC document |
| June 10, 2026 Filed Jun 12, 2026 16:53 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | Exercise / conversionCommon Stock | 27,730 | $51.84 | $1,437,523.20 |
DisclosureSEC source: 0001380904-26-000009 · primarydocument.xml · nonDerivative · entry 2 LEVENSON RODGER · CIK 0001380904 · President & CEO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 251,534 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| June 10, 2026 Filed Jun 12, 2026 16:53 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | Exercise / conversionCommon Stock | 34,740 | $36.11 | $1,254,461.40 |
DisclosureSEC source: 0001380904-26-000009 · primarydocument.xml · nonDerivative · entry 1 LEVENSON RODGER · CIK 0001380904 · President & CEO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 223,804 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| April 15, 2026 Filed Apr 17, 2026 15:00 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | Tax withholdingCommon Stock | 2,182 | $69.07 | $150,710.74 |
DisclosureSEC source: 0001380904-26-000007 · primarydocument.xml · nonDerivative · entry 4 LEVENSON RODGER · CIK 0001380904 · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 189,064 F1 · shares: Represents shares withheld to cover taxes due on vested restricted stock units. Read SEC document |
| April 15, 2026 Filed Apr 17, 2026 15:00 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | Tax withholdingCommon Stock | 2,157 | $69.07 | $148,983.99 |
DisclosureSEC source: 0001380904-26-000007 · primarydocument.xml · nonDerivative · entry 3 LEVENSON RODGER · CIK 0001380904 · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 191,246 F1 · shares: Represents shares withheld to cover taxes due on vested restricted stock units. Read SEC document |
| April 15, 2026 Filed Apr 17, 2026 15:00 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | Tax withholdingCommon Stock | 2,764 | $69.07 | $190,909.48 |
DisclosureSEC source: 0001380904-26-000007 · primarydocument.xml · nonDerivative · entry 2 LEVENSON RODGER · CIK 0001380904 · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 193,403 F1 · shares: Represents shares withheld to cover taxes due on vested restricted stock units. Read SEC document |
| April 15, 2026 Filed Apr 17, 2026 15:00 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | Tax withholdingCommon Stock | 2,256 | $69.07 | $155,821.92 |
DisclosureSEC source: 0001380904-26-000007 · primarydocument.xml · nonDerivative · entry 1 LEVENSON RODGER · CIK 0001380904 · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 196,167 F1 · shares: Represents shares withheld to cover taxes due on vested restricted stock units. Read SEC document |
| February 27, 2026 Filed Mar 3, 2026 22:24 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 12,991 | $0.00 Strike: $43.28 | $0.00 |
DisclosureSEC source: 0001380904-26-000004 · primarydocument.xml · derivative · entry 4 LEVENSON RODGER · CIK 0001380904 · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 12,991 shares Expires 2026-02-28 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| February 27, 2026 Filed Mar 3, 2026 22:24 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | Tax withholdingCommon Stock | 10,015 | $63.51 | $636,052.65 |
DisclosureSEC source: 0001380904-26-000004 · primarydocument.xml · nonDerivative · entry 2 LEVENSON RODGER · CIK 0001380904 · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 198,423 F1 · kind: Represents a "net exercise" of outstanding stock options. The reporting person received 2,976 shares of common stock on net exercise of option to purchase 12,991 shares of common stock. The Company withheld 10,015 shares of common stock underlying the option for payment of the exercise price, using the closing stock price on February 27, 2026 of $63.51, pursuant to terms of the 2018 Equity Incentive Plan. Read SEC document |
| February 27, 2026 Filed Mar 3, 2026 22:24 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | Exercise / conversionCommon Stock | 12,991 | $43.28 | $562,250.48 |
DisclosureSEC source: 0001380904-26-000004 · primarydocument.xml · nonDerivative · entry 1 LEVENSON RODGER · CIK 0001380904 · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 208,438 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| February 26, 2026 Filed Feb 27, 2026 20:48 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | GrantCommon Stock | 15,663 | $66.38 | $1,039,709.94 |
DisclosureSEC source: 0001380904-26-000002 · primarydocument.xml · nonDerivative · entry 3 LEVENSON RODGER · CIK 0001380904 · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 195,447 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 20:48 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | Tax withholdingCommon Stock | 14,744 | $66.38 | $978,706.72 |
DisclosureSEC source: 0001380904-26-000002 · primarydocument.xml · nonDerivative · entry 2 LEVENSON RODGER · CIK 0001380904 · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 179,784 F2 · shares: Represents shares withheld to cover taxes due on vested PSUs. Read SEC document |
| February 26, 2026 Filed Feb 27, 2026 20:48 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | GrantCommon Stock | 31,245 | $66.38 | $2,074,043.10 |
DisclosureSEC source: 0001380904-26-000002 · primarydocument.xml · nonDerivative · entry 1 LEVENSON RODGER · CIK 0001380904 · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 194,528 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 |
| April 15, 2025 Filed Apr 17, 2025 21:22 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | Tax withholdingCommon Stock | 2,157 | $47.26 | $101,939.82 |
DisclosureSEC source: 0001562180-25-003205 · primarydocument.xml · nonDerivative · entry 4 LEVENSON RODGER · CIK 0001380904 · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 163,283 F1 · shares: Represents shares withheld to cover taxes due on vested restricted stock units. Read SEC document |
| April 15, 2025 Filed Apr 17, 2025 21:22 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | Tax withholdingCommon Stock | 2,182 | $47.26 | $103,121.32 |
DisclosureSEC source: 0001562180-25-003205 · primarydocument.xml · nonDerivative · entry 3 LEVENSON RODGER · CIK 0001380904 · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 165,440 F1 · shares: Represents shares withheld to cover taxes due on vested restricted stock units. Read SEC document |
| April 15, 2025 Filed Apr 17, 2025 21:22 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | Tax withholdingCommon Stock | 2,765 | $47.26 | $130,673.90 |
DisclosureSEC source: 0001562180-25-003205 · primarydocument.xml · nonDerivative · entry 2 LEVENSON RODGER · CIK 0001380904 · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 167,622 F1 · shares: Represents shares withheld to cover taxes due on vested restricted stock units. Read SEC document |
| April 15, 2025 Filed Apr 17, 2025 21:22 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | Tax withholdingCommon Stock | 1,040 | $47.26 | $49,150.40 |
DisclosureSEC source: 0001562180-25-003205 · primarydocument.xml · nonDerivative · entry 1 LEVENSON RODGER · CIK 0001380904 · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 170,387 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 | 2,127 | $52.00 | $110,604.00 |
DisclosureSEC source: 0001562180-25-002549 · primarydocument.xml · nonDerivative · entry 1 LEVENSON RODGER · CIK 0001380904 · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 171,427 F1 · shares: Represents shares withheld to cover taxes due on vested restricted stock units Read SEC document |
| February 27, 2025 Filed Mar 4, 2025 00:24 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | Tax withholdingCommon Stock | 14,690 | $53.49 | $785,768.10 |
DisclosureSEC source: 0001562180-25-001883 · primarydocument.xml · nonDerivative · entry 3 LEVENSON RODGER · CIK 0001380904 · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 173,554 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 00:24 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | GrantCommon Stock | 31,122 | $53.49 | $1,664,715.78 |
DisclosureSEC source: 0001562180-25-001883 · primarydocument.xml · nonDerivative · entry 2 LEVENSON RODGER · CIK 0001380904 · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 188,244 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 00:24 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | GrantCommon Stock | 14,342 | $53.49 | $767,153.58 |
DisclosureSEC source: 0001562180-25-001883 · primarydocument.xml · nonDerivative · entry 1 LEVENSON RODGER · CIK 0001380904 · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 157,122 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 |
| February 21, 2025 Filed Feb 26, 2025 00:07 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 2,580 | $0.00 Strike: $48.40 | $0.00 |
DisclosureSEC source: 0001562180-25-001648 · primarydocument.xml · derivative · entry 7 LEVENSON RODGER · CIK 0001380904 · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 2,580 shares Expires 2025-02-22 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| February 21, 2025 Filed Feb 26, 2025 00:07 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 4,816 | $0.00 Strike: $48.40 | $0.00 |
DisclosureSEC source: 0001562180-25-001648 · primarydocument.xml · derivative · entry 6 LEVENSON RODGER · CIK 0001380904 · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 4,816 shares Expires 2025-02-22 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| February 21, 2025 Filed Feb 26, 2025 00:07 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | SaleCommon Stock | 4,816 | $55.21 | $265,891.36 |
DisclosureSEC source: 0001562180-25-001648 · primarydocument.xml · nonDerivative · entry 4 LEVENSON RODGER · CIK 0001380904 · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 142,780 Read SEC document |
| February 21, 2025 Filed Feb 26, 2025 00:07 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | SaleCommon Stock | 2,383 | $55.18 | $131,493.94 |
DisclosureSEC source: 0001562180-25-001648 · primarydocument.xml · nonDerivative · entry 3 LEVENSON RODGER · CIK 0001380904 · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 147,596 Read SEC document |
| February 21, 2025 Filed Feb 26, 2025 00:07 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | Exercise / conversionCommon Stock | 4,816 | $48.40 | $233,094.40 |
DisclosureSEC source: 0001562180-25-001648 · primarydocument.xml · nonDerivative · entry 2 LEVENSON RODGER · CIK 0001380904 · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 149,979 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| February 21, 2025 Filed Feb 26, 2025 00:07 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | Exercise / conversionCommon Stock | 2,580 | $48.40 | $124,872.00 |
DisclosureSEC source: 0001562180-25-001648 · primarydocument.xml · nonDerivative · entry 1 LEVENSON RODGER · CIK 0001380904 · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 145,163 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| April 15, 2024 Filed Apr 17, 2024 22:53 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | Tax withholdingCommon Stock | 6,041 | $42.37 | $255,957.17 |
DisclosureSEC source: 0001562180-24-003461 · primarydocument.xml · nonDerivative · entry 1 LEVENSON RODGER · CIK 0001380904 · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 142,583 F1 · shares: Represents shares withheld to cover taxes due on vested restricted stock units. Read SEC document |
| March 15, 2024 Filed Mar 19, 2024 23:45 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | Tax withholdingCommon Stock | 518 | $41.91 | $21,709.38 |
DisclosureSEC source: 0001562180-24-002849 · primarydocument.xml · nonDerivative · entry 1 LEVENSON RODGER · CIK 0001380904 · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 148,624 F1 · shares: Represents shares withheld to cover taxes due on vested restricted stock units. Read SEC document |
| February 29, 2024 Filed Mar 4, 2024 23:02 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | GrantCommon Stock | 17,571 | $42.39 | $744,834.69 |
DisclosureSEC source: 0001562180-24-002133 · primarydocument.xml · nonDerivative · entry 1 LEVENSON RODGER · CIK 0001380904 · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 149,142 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 14:48 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | Tax withholdingCommon Stock | 2,671 | $41.48 | $110,793.08 |
DisclosureSEC source: 0001562180-23-008288 · primarydocument.xml · nonDerivative · entry 1 LEVENSON RODGER · CIK 0001380904 · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 131,571 F1 · kind: 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 | 6,565 | $36.69 | $240,869.85 |
DisclosureSEC source: 0001562180-23-003598 · primarydocument.xml · nonDerivative · entry 1 LEVENSON RODGER · CIK 0001380904 · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 134,242 F1 · shares: Represents shares withheld to cover taxes due on vested restricted stock units Read SEC document |
| March 15, 2023 Filed Mar 17, 2023 13:43 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | Tax withholdingCommon Stock | 523 | $39.49 | $20,653.27 |
DisclosureSEC source: 0001562180-23-002884 · primarydocument.xml · nonDerivative · entry 1 LEVENSON RODGER · CIK 0001380904 · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 140,807 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 | 13,705 | $49.69 | $681,001.45 |
DisclosureSEC source: 0001562180-23-001921 · primarydocument.xml · nonDerivative · entry 1 LEVENSON RODGER · CIK 0001380904 · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 141,330 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 |
| December 10, 2022 Filed Dec 13, 2022 20:17 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | Tax withholdingCommon Stock | 2,744 | $46.38 | $127,266.72 |
DisclosureSEC source: 0001562180-22-008230 · primarydocument.xml · nonDerivative · entry 1 LEVENSON RODGER · CIK 0001380904 · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 127,625 F1 · shares: Represents shares withheld to cover taxes due on vested restricted stock units Read SEC document |
| November 11, 2022 Filed Nov 15, 2022 20:08 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 9,090 | $0.00 Strike: $29.86 | $0.00 |
DisclosureSEC source: 0001562180-22-007665 · primarydocument.xml · derivative · entry 6 LEVENSON RODGER · CIK 0001380904 · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 9,090 shares Expires 2023-02-25 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| November 11, 2022 Filed Nov 15, 2022 20:08 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | SaleCommon Stock | 5,812 | $48.17 | $279,986.13 |
DisclosureSEC source: 0001562180-22-007665 · primarydocument.xml · nonDerivative · entry 4 LEVENSON RODGER · CIK 0001380904 · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 130,369 F2 · price: Represents a weighted-average price. These shares were sold in multiple transactions at prices ranging from $47.88 to $48.33, 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 |
| November 11, 2022 Filed Nov 15, 2022 20:08 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | Exercise / conversionCommon Stock | 5,812 | $29.86 | $173,546.32 |
DisclosureSEC source: 0001562180-22-007665 · primarydocument.xml · nonDerivative · entry 3 LEVENSON RODGER · CIK 0001380904 · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 136,181 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| November 11, 2022 Filed Nov 15, 2022 20:08 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | SaleCommon Stock | 2,133 | $48.42 | $103,281.99 |
DisclosureSEC source: 0001562180-22-007665 · primarydocument.xml · nonDerivative · entry 2 LEVENSON RODGER · CIK 0001380904 · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 130,369 F1 · price: Represents a weighted-average price. These shares were sold in multiple transactions at prices ranging from $48.41 to $48.4594, 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 |
| November 11, 2022 Filed Nov 15, 2022 20:08 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | Exercise / conversionCommon Stock | 3,278 | $29.86 | $97,881.08 |
DisclosureSEC source: 0001562180-22-007665 · primarydocument.xml · nonDerivative · entry 1 LEVENSON RODGER · CIK 0001380904 · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 132,502 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| August 31, 2022 Filed Sep 2, 2022 19:15 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | GrantCommon Stock | 3,378 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-22-006437 · primarydocument.xml · nonDerivative · entry 2 LEVENSON RODGER · CIK 0001380904 · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 129,224 F2 · shares: Fully vested by 3/15/25. Read SEC document |
| August 31, 2022 Filed Sep 2, 2022 19:15 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | GrantCommon Stock | 3,378 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-22-006437 · primarydocument.xml · nonDerivative · entry 1 LEVENSON RODGER · CIK 0001380904 · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 125,846 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 |
| April 15, 2022 Filed Apr 19, 2022 18:59 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | Tax withholdingCommon Stock | 4,595 | $41.78 | $191,979.10 |
DisclosureSEC source: 0001562180-22-003447 · primarydocument.xml · nonDerivative · entry 1 LEVENSON RODGER · CIK 0001380904 · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 122,468 F1 · shares: Represents shares withheld to cover taxes due on vested restricted stock units Read SEC document |
| February 24, 2022 Filed Feb 28, 2022 21:45 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | GrantCommon Stock | 18,489 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-22-001980 · primarydocument.xml · nonDerivative · entry 1 LEVENSON RODGER · CIK 0001380904 · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 127,063 F1 · shares: 4 year vest (25% increments) with first vesting date of 4/15/2023 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 |
| December 10, 2021 Filed Dec 15, 2021 01:20 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | Tax withholdingWSFS Common Stock | 2,743 | $49.78 | $136,546.54 |
DisclosureSEC source: 0001628280-21-025071 · wf-form4_163953121829977.xml · nonDerivative · entry 1 LEVENSON RODGER · CIK 0001380904 · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 108,574 F1 · shares: Represents shares withheld to cover taxes due on vested restricted stock units. Read SEC document |
| November 09, 2021 Filed Nov 10, 2021 21:03 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | Exercise / conversionStock Options (Right to buy) · Derivative | 10,716 | $0.00 Strike: $26.24 | $0.00 |
DisclosureSEC source: 0001562180-21-006963 · primarydocument.xml · derivative · entry 6 LEVENSON RODGER · CIK 0001380904 · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 10,716 shares Expires 2022-02-26 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| November 09, 2021 Filed Nov 10, 2021 21:03 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | Disposition to issuerCommon Stock | 8,037 | $54.54 | $438,350.04 |
DisclosureSEC source: 0001562180-21-006963 · primarydocument.xml · nonDerivative · entry 4 LEVENSON RODGER · CIK 0001380904 · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 111,317 F2 · price: Represents a weighted-average price. These shares were sold in multiple transactions at prices ranging from $54.16 to $54.88, 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.