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 |
|---|---|---|---|---|---|---|
| November 09, 2021 Filed Nov 10, 2021 21:03 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | Exercise / conversionCommon Stock | 8,037 | $26.24 | $210,864.36 |
DisclosureSEC source: 0001562180-21-006963 · primarydocument.xml · nonDerivative · entry 3 LEVENSON RODGER · CIK 0001380904 · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 119,354 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 | Tax withholdingCommon Stock | 1,315 | $54.73 | $71,970.21 |
DisclosureSEC source: 0001562180-21-006963 · primarydocument.xml · nonDerivative · entry 2 LEVENSON RODGER · CIK 0001380904 · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 111,317 F1 · price: Represents a weighted-average price. These shares were sold in multiple transactions at prices ranging from $54.7301 to $54.74, 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 |
| November 09, 2021 Filed Nov 10, 2021 21:03 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | Exercise / conversionCommon Stock | 2,679 | $26.24 | $70,288.12 |
DisclosureSEC source: 0001562180-21-006963 · primarydocument.xml · nonDerivative · entry 1 LEVENSON RODGER · CIK 0001380904 · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 112,632 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, 2021 Filed Apr 19, 2021 22:56 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | Tax withholdingCommon Stock | 2,082 | $49.92 | $103,933.44 |
DisclosureSEC source: 0001562180-21-002872 · primarydocument.xml · nonDerivative · entry 1 LEVENSON RODGER · CIK 0001380904 · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 109,953 F1 · shares: Represents shares withheld to cover taxes due on vested restricted stock units Read SEC document |
| March 03, 2021 Filed Mar 5, 2021 23:54 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | GrantStock Options (Right to buy) · Derivative | 27,730 | $0.00 Strike: $51.84 | $0.00 |
DisclosureSEC source: 0001562180-21-002032 · primarydocument.xml · derivative · entry 4 LEVENSON RODGER · CIK 0001380904 · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,730 Underlying: Common Stock · 27,730 shares Expires 2028-03-03 F1 · kind: 4 year vest (25% increments) with first vesting date of 4/15/2022 and final vesting date of 4/15/2025 F1 · shares: 4 year vest (25% increments) with first vesting date of 4/15/2022 and final vesting date of 4/15/2025 F1 · derivative.exercise_date: 4 year vest (25% increments) with first vesting date of 4/15/2022 and final vesting date of 4/15/2025 Read SEC document |
| March 03, 2021 Filed Mar 5, 2021 23:54 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | GrantCommon Stock | 9,127 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-21-002032 · primarydocument.xml · nonDerivative · entry 2 LEVENSON RODGER · CIK 0001380904 · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 112,035 F2 · kind: 2 year vest (50% increments) with first vesting date of 4/15/2022 and final vesting date of 4/15/2023 F2 · shares: 2 year vest (50% increments) with first vesting date of 4/15/2022 and final vesting date of 4/15/2023 Read SEC document |
| March 03, 2021 Filed Mar 5, 2021 23:54 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | GrantCommon Stock | 8,814 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-21-002032 · primarydocument.xml · nonDerivative · entry 1 LEVENSON RODGER · CIK 0001380904 · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 102,908 F1 · kind: 4 year vest (25% increments) with first vesting date of 4/15/2022 and final vesting date of 4/15/2025 F1 · shares: 4 year vest (25% increments) with first vesting date of 4/15/2022 and final vesting date of 4/15/2025 Read SEC document |
| February 26, 2021 Filed Mar 3, 2021 14:23 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | Exercise / conversionStock Options (Right to buy) · Derivative | 14,502 | $0.00 Strike: $23.82 | $0.00 |
DisclosureSEC source: 0001562180-21-001838 · primarydocument.xml · derivative · entry 4 LEVENSON RODGER · CIK 0001380904 · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 14,502 shares Expires 2021-02-27 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, 2021 Filed Mar 3, 2021 14:23 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | Tax withholdingCommon Stock | 10,289 | $53.14 | $546,757.46 |
DisclosureSEC source: 0001562180-21-001838 · primarydocument.xml · nonDerivative · entry 2 LEVENSON RODGER · CIK 0001380904 · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 94,094 F1 · kind: Represents a "net exercise" of outstanding stock options. The reporting person received 4,213 shares of common stock on net exercise of option to purchase 14,502 shares of common stock. The Company withheld 10,289 shares of common stock underlying the option for payment of the exercise price, using the closing stock price on February 26, 2021 of $53.14. Read SEC document |
| February 26, 2021 Filed Mar 3, 2021 14:23 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | Exercise / conversionCommon Stock | 14,502 | $23.82 | $345,437.64 |
DisclosureSEC source: 0001562180-21-001838 · primarydocument.xml · nonDerivative · entry 1 LEVENSON RODGER · CIK 0001380904 · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 104,383 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 |
| December 10, 2020 Filed Dec 14, 2020 21:16 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | GrantCommon Stock | 17,435 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-20-007248 · primarydocument.xml · nonDerivative · entry 1 LEVENSON RODGER · CIK 0001380904 · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 89,881 F1 · kind: Three year vest (1/3 increments) with first vesting date of 12/10/2021 and final vesting date of 12/10/2023 F1 · shares: Three year vest (1/3 increments) with first vesting date of 12/10/2021 and final vesting date of 12/10/2023 Read SEC document |
| August 27, 2020 Filed Aug 31, 2020 18:52 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | GrantCommon Stock | 1,412 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-20-005696 · primarydocument.xml · nonDerivative · entry 1 LEVENSON RODGER · CIK 0001380904 · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 72,446 F1 · shares: The RSUs were fully vested at the time of grant Read SEC document |
| April 15, 2020 Filed Apr 17, 2020 22:35 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | Tax withholdingCommon Stock | 1,537 | $23.24 | $35,719.88 |
DisclosureSEC source: 0001562180-20-003053 · primarydocument.xml · nonDerivative · entry 1 LEVENSON RODGER · CIK 0001380904 · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 71,034 F1 · shares: Represents shares withheld to cover taxes due on vested restricted stock units Read SEC document |
| February 27, 2020 Filed Mar 9, 2020 21:55 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | GrantStock Options (Right to buy) · Derivative | 34,740 | $0.00 Strike: $36.11 | $0.00 |
DisclosureSEC source: 0001562180-20-002310 · primarydocument.xml · derivative · entry 3 LEVENSON RODGER · CIK 0001380904 · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 34,740 Underlying: Common Stock · 34,740 shares Expires 2027-03-01 F1 · shares: 4 year vest (25% increments) with first vesting date of 4/15/21 and final vesting date of 4/15/2024 F1 · derivative.exercise_date: 4 year vest (25% increments) with first vesting date of 4/15/21 and final vesting date of 4/15/2024 Read SEC document |
| February 27, 2020 Filed Mar 9, 2020 21:55 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | GrantCommon Stock | 6,994 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-20-002310 · primarydocument.xml · nonDerivative · entry 1 LEVENSON RODGER · CIK 0001380904 · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 72,571 F1 · kind: 4 year vest (25% increments) with first vesting date of 4/15/21 and final vesting date of 4/15/2024 F1 · shares: 4 year vest (25% increments) with first vesting date of 4/15/21 and final vesting date of 4/15/2024 Read SEC document |
| May 09, 2019 Filed May 10, 2019 19:41 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | Exercise / conversionStock Options (Right to buy) · Derivative | 35,976 | $0.00 Strike: $16.51 | $0.00 |
DisclosureSEC source: 0001562180-19-002748 · 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 · 35,976 shares Expires 2020-02-28 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 |
| May 09, 2019 Filed May 10, 2019 19:41 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | Tax withholdingCommon Stock | 5,882 | $42.91 | $252,396.62 |
DisclosureSEC source: 0001562180-19-002748 · primarydocument.xml · nonDerivative · entry 4 LEVENSON RODGER · CIK 0001380904 · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 65,577 F2 · price: Closing price as of 5/9/2019. Option cost was covered through a stock swap transaction. Read SEC document |
| May 09, 2019 Filed May 10, 2019 19:41 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | Exercise / conversionCommon Stock | 15,288 | $16.51 | $252,354.43 |
DisclosureSEC source: 0001562180-19-002748 · primarydocument.xml · nonDerivative · entry 3 LEVENSON RODGER · CIK 0001380904 · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 71,459 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 |
| May 09, 2019 Filed May 10, 2019 19:41 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | SaleCommon Stock | 13,981 | $42.95 | $600,532.88 |
DisclosureSEC source: 0001562180-19-002748 · primarydocument.xml · nonDerivative · entry 2 LEVENSON RODGER · CIK 0001380904 · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 56,171 F1 · price: Represents a weighted-average price. These shares were sold in multiple transactions at prices ranging from $42.805 to $43.08, 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 |
| May 09, 2019 Filed May 10, 2019 19:41 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | Exercise / conversionCommon Stock | 20,688 | $16.51 | $341,490.61 |
DisclosureSEC source: 0001562180-19-002748 · primarydocument.xml · nonDerivative · entry 1 LEVENSON RODGER · CIK 0001380904 · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 70,152 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, 2019 Filed Apr 17, 2019 22:31 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | Tax withholdingCommon Stock | 1,112 | $40.98 | $45,569.76 |
DisclosureSEC source: 0001562180-19-002306 · primarydocument.xml · nonDerivative · entry 1 LEVENSON RODGER · CIK 0001380904 · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 49,464 F1 · shares: Represents shares withheld to cover taxes due on vested restricted stock units Read SEC document |
| February 28, 2019 Filed Mar 5, 2019 00:42 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | GrantStock Options (Right to buy) · Derivative | 12,991 | $0.00 Strike: $43.28 | $0.00 |
DisclosureSEC source: 0001562180-19-001619 · primarydocument.xml · derivative · entry 4 LEVENSON RODGER · CIK 0001380904 · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,991 Underlying: Common Stock · 12,991 shares Expires 2026-02-28 F1 · shares: 4 year vest (25% increments) with first vesting date of 4/15/2020 and final vesting date of 4/15/2023 F1 · derivative.exercise_date: 4 year vest (25% increments) with first vesting date of 4/15/2020 and final vesting date of 4/15/2023 Read SEC document |
| February 28, 2019 Filed Mar 5, 2019 00:42 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | GrantCommon Stock | 1,678 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-19-001619 · primarydocument.xml · nonDerivative · entry 2 LEVENSON RODGER · CIK 0001380904 · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 50,576 F2 · kind: 2 year vest (50% increments) with first vesting date on February 28, 2020 and final vesting date on February 28, 2021 F2 · shares: 2 year vest (50% increments) with first vesting date on February 28, 2020 and final vesting date on February 28, 2021 Read SEC document |
| February 28, 2019 Filed Mar 5, 2019 00:42 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | GrantCommon Stock | 3,077 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-19-001619 · primarydocument.xml · nonDerivative · entry 1 LEVENSON RODGER · CIK 0001380904 · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 48,898 F1 · kind: 4 year vest (25% increments) with first vesting date of 4/15/2020 and final vesting date of 4/15/2023 F1 · shares: 4 year vest (25% increments) with first vesting date of 4/15/2020 and final vesting date of 4/15/2023 Read SEC document |
| April 16, 2018 Filed Apr 20, 2018 14:11 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | Tax withholdingCommon Stock | 891 | $48.85 | $43,525.35 |
DisclosureSEC source: 0001562180-18-001933 · primarydocument.xml · nonDerivative · entry 1 LEVENSON RODGER · CIK 0001380904 · EVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 46,621 Read SEC document |
| February 27, 2018 Filed Mar 2, 2018 00:39 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | Exercise / conversionStock Options (Right to buy) · Derivative | 3,336 | $15.83 Strike: $15.83 | $52,808.88 |
DisclosureSEC source: 0001562180-18-001343 · primarydocument.xml · derivative · entry 7 LEVENSON RODGER · CIK 0001380904 · EVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 3,336 shares Expires 2018-02-28 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, 2018 Filed Mar 2, 2018 00:39 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | Tax withholdingCommon Stock | 1,088 | $48.55 | $52,822.40 |
DisclosureSEC source: 0001562180-18-001343 · primarydocument.xml · nonDerivative · entry 4 LEVENSON RODGER · CIK 0001380904 · EVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 47,512 Read SEC document |
| February 27, 2018 Filed Mar 2, 2018 00:39 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | Exercise / conversionCommon Stock | 3,336 | $15.83 | $52,808.88 |
DisclosureSEC source: 0001562180-18-001343 · primarydocument.xml · nonDerivative · entry 3 LEVENSON RODGER · CIK 0001380904 · EVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 48,600 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, 2018 Filed Mar 2, 2018 00:39 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | Tax withholdingCommon Stock | 1,542 | $48.55 | $74,864.10 |
DisclosureSEC source: 0001562180-18-001343 · primarydocument.xml · nonDerivative · entry 2 LEVENSON RODGER · CIK 0001380904 · EVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 45,264 Read SEC document |
| February 22, 2018 Filed Mar 2, 2018 00:39 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | GrantStock Options (Right to buy) · Derivative | 7,396 | $0.00 Strike: $48.40 | $0.00 |
DisclosureSEC source: 0001562180-18-001343 · primarydocument.xml · derivative · entry 6 LEVENSON RODGER · CIK 0001380904 · EVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,396 Underlying: Common Stock · 7,396 shares Expires 2025-02-22 F1 · shares: 4 year vest (25%) beginning 4/15/18 and ending 4/15/22 F1 · derivative.exercise_date: 4 year vest (25%) beginning 4/15/18 and ending 4/15/22 Read SEC document |
| February 22, 2018 Filed Mar 2, 2018 00:39 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | GrantCommon Stock | 1,776 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-18-001343 · primarydocument.xml · nonDerivative · entry 1 LEVENSON RODGER · CIK 0001380904 · EVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 46,806 F1 · kind: 4 year vest (25%) beginning 4/15/18 and ending 4/15/22 F1 · shares: 4 year vest (25%) beginning 4/15/18 and ending 4/15/22 Read SEC document |
| April 15, 2017 Filed Apr 18, 2017 20:14 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | Tax withholdingCommon Stock | 589 | $45.05 | $26,534.45 |
DisclosureSEC source: 0001562180-17-001515 · primarydocument.xml · nonDerivative · entry 1 LEVENSON RODGER · CIK 0001380904 · EVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 45,030 Read SEC document |
| February 28, 2017 Filed Mar 1, 2017 22:24 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | Tax withholdingCommon Stock | 689 | $45.60 | $31,418.40 |
DisclosureSEC source: 0001562180-17-001014 · primarydocument.xml · nonDerivative · entry 3 LEVENSON RODGER · CIK 0001380904 · EVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 45,619 Read SEC document |
| February 27, 2017 Filed Mar 1, 2017 22:24 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | Tax withholdingCommon Stock | 1,533 | $46.45 | $71,207.85 |
DisclosureSEC source: 0001562180-17-001014 · primarydocument.xml · nonDerivative · entry 2 LEVENSON RODGER · CIK 0001380904 · EVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 46,308 Read SEC document |
| February 23, 2017 Filed Mar 1, 2017 22:24 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | GrantStock Options (Right to buy) · Derivative | 5,492 | $0.00 Strike: $47.05 | $0.00 |
DisclosureSEC source: 0001562180-17-001014 · primarydocument.xml · derivative · entry 5 LEVENSON RODGER · CIK 0001380904 · EVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,492 Underlying: Common Stock · 5,492 shares Expires 2024-02-23 F1 · shares: 4 year vest (25% increments) beginning 4/15/17. F1 · derivative.exercise_date: 4 year vest (25% increments) beginning 4/15/17. Read SEC document |
| February 23, 2017 Filed Mar 1, 2017 22:24 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | GrantCommon Stock | 2,405 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-17-001014 · primarydocument.xml · nonDerivative · entry 1 LEVENSON RODGER · CIK 0001380904 · EVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 47,841 F1 · kind: 4 year vest (25% increments) beginning 4/15/17. F1 · shares: 4 year vest (25% increments) beginning 4/15/17. Read SEC document |
| November 21, 2016 Filed Nov 22, 2016 19:04 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 10,008 | $0.00 Strike: $15.83 | $0.00 |
DisclosureSEC source: 0001562180-16-003604 · primarydocument.xml · derivative · entry 8 LEVENSON RODGER · CIK 0001380904 · EVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,336 Underlying: Common Stock · 10,008 shares Expires 2018-02-28 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. F2 · derivative.exercise_date: 4 year vest (25% increments) beginning February 28, 2014. Read SEC document |
| November 21, 2016 Filed Nov 22, 2016 19:04 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 39,024 | $0.00 Strike: $16.51 | $0.00 |
DisclosureSEC source: 0001562180-16-003604 · primarydocument.xml · derivative · entry 7 LEVENSON RODGER · CIK 0001380904 · EVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 35,976 Underlying: Common Stock · 39,024 shares Expires 2020-02-28 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. F1 · derivative.exercise_date: 4 year vest (40% vest 2 years from grant date then 20% thereafter) Read SEC document |
| November 21, 2016 Filed Nov 22, 2016 19:04 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | SaleCommon Stock | 6,000 | $41.06 | $246,360.00 |
DisclosureSEC source: 0001562180-16-003604 · primarydocument.xml · nonDerivative · entry 5 LEVENSON RODGER · CIK 0001380904 · EVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 45,436 Read SEC document |
| November 21, 2016 Filed Nov 22, 2016 19:04 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | SaleCommon Stock | 39,024 | $40.86 | $1,594,528.44 |
DisclosureSEC source: 0001562180-16-003604 · primarydocument.xml · nonDerivative · entry 4 LEVENSON RODGER · CIK 0001380904 · EVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 51,436 Read SEC document |
| November 21, 2016 Filed Nov 22, 2016 19:04 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | Tax withholdingCommon Stock | 3,861 | $41.05 | $158,494.05 |
DisclosureSEC source: 0001562180-16-003604 · primarydocument.xml · nonDerivative · entry 3 LEVENSON RODGER · CIK 0001380904 · EVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 90,460 Read SEC document |
| November 21, 2016 Filed Nov 22, 2016 19:04 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | Exercise / conversionCommon Stock | 39,024 | $16.51 | $644,157.46 |
DisclosureSEC source: 0001562180-16-003604 · primarydocument.xml · nonDerivative · entry 2 LEVENSON RODGER · CIK 0001380904 · EVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 94,321 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 21, 2016 Filed Nov 22, 2016 19:04 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | Exercise / conversionCommon Stock | 10,008 | $15.83 | $158,460.67 |
DisclosureSEC source: 0001562180-16-003604 · primarydocument.xml · nonDerivative · entry 1 LEVENSON RODGER · CIK 0001380904 · EVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 55,297 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.