Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| WSFS FINANCIAL CORPWSFS · Entity 4058 | EVP, CHRO | April 15, 2026 | April 17, 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 April 15, 2026 · Filed April 17, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 48,903 |
Ending reported balance
After 2026-04-15 transaction · row 4
4 source rows · reconciled sequenceRow 1 · 2026-04-15 · Tax withholding · Disposed 355 · Balance 50,289 F1: Represents shares withheld to cover taxes due on vested restricted stock units. Row 2 · 2026-04-15 · Tax withholding · Disposed 598 · Balance 49,691 F1: Represents shares withheld to cover taxes due on vested restricted stock units. Row 3 · 2026-04-15 · Tax withholding · Disposed 357 · Balance 49,334 F1: Represents shares withheld to cover taxes due on vested restricted stock units. Row 4 · 2026-04-15 · Tax withholding · Disposed 431 · Balance 48,903 F1: Represents shares withheld to cover taxes due on vested restricted stock units. |
| Common StockSEC Table I · non-derivative | Indirect401k | 1,964 |
Reported balance
Holding disclosure · report date 2026-04-15 · row 5
Holding and transaction disclosures are not merged.
1 source rowRow 5 · Balance 1,964 |
Filing footnotes · ownership attribution and instrument terms
F1: Represents shares withheld to cover taxes due on vested restricted stock units.
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 |
|---|---|---|---|---|---|---|
| April 15, 2026 Filed Apr 17, 2026 14:52 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | Tax withholdingCommon Stock | 431 | $69.07 | $29,769.17 |
DisclosureSEC source: 0001739974-26-000007 · primarydocument.xml · nonDerivative · entry 4 BRUBAKER LISA M · CIK 0001739974 · EVP, CHRO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 48,903 F1 · shares: Represents shares withheld to cover taxes due on vested restricted stock units. Read SEC document |
| April 15, 2026 Filed Apr 17, 2026 14:52 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | Tax withholdingCommon Stock | 357 | $69.07 | $24,657.99 |
DisclosureSEC source: 0001739974-26-000007 · primarydocument.xml · nonDerivative · entry 3 BRUBAKER LISA M · CIK 0001739974 · EVP, CHRO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 49,334 F1 · shares: Represents shares withheld to cover taxes due on vested restricted stock units. Read SEC document |
| April 15, 2026 Filed Apr 17, 2026 14:52 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | Tax withholdingCommon Stock | 598 | $69.07 | $41,303.86 |
DisclosureSEC source: 0001739974-26-000007 · primarydocument.xml · nonDerivative · entry 2 BRUBAKER LISA M · CIK 0001739974 · EVP, CHRO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 49,691 F1 · shares: Represents shares withheld to cover taxes due on vested restricted stock units. Read SEC document |
| April 15, 2026 Filed Apr 17, 2026 14:52 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | Tax withholdingCommon Stock | 355 | $69.07 | $24,519.85 |
DisclosureSEC source: 0001739974-26-000007 · primarydocument.xml · nonDerivative · entry 1 BRUBAKER LISA M · CIK 0001739974 · EVP, CHRO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 50,289 F1 · shares: Represents shares withheld to cover taxes due on vested restricted stock units. Read SEC document |
| February 27, 2026 Filed Mar 3, 2026 22:23 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 6,809 | $0.00 Strike: $43.28 | $0.00 |
DisclosureSEC source: 0001739974-26-000004 · primarydocument.xml · derivative · entry 4 BRUBAKER LISA M · CIK 0001739974 · EVP, CHRO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 6,809 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 22:23 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | Tax withholdingCommon Stock | 4,641 | $63.51 | $294,749.91 |
DisclosureSEC source: 0001739974-26-000004 · primarydocument.xml · nonDerivative · entry 2 BRUBAKER LISA M · CIK 0001739974 · EVP, CHRO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 50,644 F1 · kind: Represents a "net exercise" of outstanding stock options. The reporting person received 2,168 shares of common stock on net exercise of option to purchase 6,809 shares of common stock. The Company withheld 4,641 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 22:23 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | Exercise / conversionCommon Stock | 6,809 | $43.28 | $294,693.52 |
DisclosureSEC source: 0001739974-26-000004 · primarydocument.xml · nonDerivative · entry 1 BRUBAKER LISA M · CIK 0001739974 · EVP, CHRO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 55,285 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 20:46 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | GrantCommon Stock | 3,054 | $66.38 | $202,724.52 |
DisclosureSEC source: 0001739974-26-000002 · primarydocument.xml · nonDerivative · entry 3 BRUBAKER LISA M · CIK 0001739974 · EVP, CHRO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 48,476 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 20:46 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | Tax withholdingCommon Stock | 2,334 | $66.38 | $154,930.92 |
DisclosureSEC source: 0001739974-26-000002 · primarydocument.xml · nonDerivative · entry 2 BRUBAKER LISA M · CIK 0001739974 · EVP, CHRO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 45,422 F2 · shares: Represents shares withheld to cover taxes due on vested PSUs. Read SEC document |
| February 26, 2026 Filed Feb 27, 2026 20:46 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | GrantCommon Stock | 5,165 | $66.38 | $342,852.70 |
DisclosureSEC source: 0001739974-26-000002 · primarydocument.xml · nonDerivative · entry 1 BRUBAKER LISA M · CIK 0001739974 · EVP, CHRO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 47,756 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 |
| December 18, 2025 Filed Dec 22, 2025 20:56 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | Tax withholdingCommon Stock | 306 | $57.94 | $17,729.64 |
DisclosureSEC source: 0001739974-25-000003 · primarydocument.xml · nonDerivative · entry 1 BRUBAKER LISA M · CIK 0001739974 · EVP, CHRO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 42,591 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 | 408 | $47.26 | $19,282.08 |
DisclosureSEC source: 0001562180-25-003203 · primarydocument.xml · nonDerivative · entry 4 BRUBAKER LISA M · CIK 0001739974 · EVP, CHRO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 42,897 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 | 294 | $47.26 | $13,894.44 |
DisclosureSEC source: 0001562180-25-003203 · primarydocument.xml · nonDerivative · entry 3 BRUBAKER LISA M · CIK 0001739974 · EVP, CHRO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 43,305 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 | 186 | $47.26 | $8,790.36 |
DisclosureSEC source: 0001562180-25-003203 · primarydocument.xml · nonDerivative · entry 2 BRUBAKER LISA M · CIK 0001739974 · EVP, CHRO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 43,599 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 | 244 | $47.26 | $11,531.44 |
DisclosureSEC source: 0001562180-25-003203 · primarydocument.xml · nonDerivative · entry 1 BRUBAKER LISA M · CIK 0001739974 · EVP, CHRO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 43,785 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 | 289 | $52.00 | $15,028.00 |
DisclosureSEC source: 0001562180-25-002551 · primarydocument.xml · nonDerivative · entry 1 BRUBAKER LISA M · CIK 0001739974 · EVP, CHRO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 44,029 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 | 1,666 | $53.49 | $89,114.34 |
DisclosureSEC source: 0001562180-25-001880 · primarydocument.xml · nonDerivative · entry 4 BRUBAKER LISA M · CIK 0001739974 · EVP, CHRO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 44,318 F4 · shares: Represents shares withheld to cover taxes due on vested PSUs. F5 · 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 | 5,173 | $53.49 | $276,703.77 |
DisclosureSEC source: 0001562180-25-001880 · primarydocument.xml · nonDerivative · entry 3 BRUBAKER LISA M · CIK 0001739974 · EVP, CHRO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 45,984 F3 · 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 | 2,254 | $53.49 | $120,566.46 |
DisclosureSEC source: 0001562180-25-001880 · primarydocument.xml · nonDerivative · entry 2 BRUBAKER LISA M · CIK 0001739974 · EVP, CHRO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 40,811 F2 · 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 |
| December 18, 2024 Filed Mar 4, 2025 00:24 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | Tax withholdingCommon Stock | 306 | $53.22 | $16,285.32 |
DisclosureSEC source: 0001562180-25-001880 · primarydocument.xml · nonDerivative · entry 1 BRUBAKER LISA M · CIK 0001739974 · EVP, CHRO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 38,557 F1 · shares: Due to a clerical error, the original filing excluded the tax withholding on certain shares of common stock owned by the Reporting 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 |
| April 15, 2024 Filed Apr 17, 2024 22:50 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | Tax withholdingCommon Stock | 959 | $42.37 | $40,632.83 |
DisclosureSEC source: 0001562180-24-003456 · primarydocument.xml · nonDerivative · entry 1 BRUBAKER LISA M · CIK 0001739974 · EVP, CHRO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 38,863 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 | 70 | $41.91 | $2,933.70 |
DisclosureSEC source: 0001562180-24-002847 · primarydocument.xml · nonDerivative · entry 1 BRUBAKER LISA M · CIK 0001739974 · EVP, CHRO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 39,822 F1 · shares: Represents shares withheld to cover taxes due on vested restricted stock units. Read SEC document |
| February 29, 2024 Filed Mar 4, 2024 23:07 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | GrantCommon Stock | 2,735 | $42.39 | $115,936.65 |
DisclosureSEC source: 0001562180-24-002138 · primarydocument.xml · nonDerivative · entry 1 BRUBAKER LISA M · CIK 0001739974 · EVP, CHRO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 39,892 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 18, 2023 Filed Dec 20, 2023 18:20 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | GrantCommon Stock | 2,464 | $45.66 | $112,506.24 |
DisclosureSEC source: 0001562180-23-008501 · primarydocument.xml · nonDerivative · entry 1 BRUBAKER LISA M · CIK 0001739974 · EVP, Chief Technology Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 37,157 Read SEC document |
| December 10, 2023 Filed Dec 12, 2023 14:40 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | Tax withholdingCommon Stock | 358 | $41.48 | $14,849.84 |
DisclosureSEC source: 0001562180-23-008284 · primarydocument.xml · nonDerivative · entry 1 BRUBAKER LISA M · CIK 0001739974 · EVP, Chief Technology Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 34,693 F1 · kind: Represents shares withheld to cover taxes due on vested restricted stock units Read SEC document |
| April 15, 2023 Filed Apr 18, 2023 17:13 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | Tax withholdingCommon Stock | 1,258 | $36.69 | $46,156.02 |
DisclosureSEC source: 0001562180-23-003593 · primarydocument.xml · nonDerivative · entry 1 BRUBAKER LISA M · CIK 0001739974 · EVP, Chief Technology Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 35,051 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 | 81 | $39.49 | $3,198.69 |
DisclosureSEC source: 0001562180-23-002886 · primarydocument.xml · nonDerivative · entry 1 BRUBAKER LISA M · CIK 0001739974 · EVP, Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 36,309 F1 · shares: Represents shares withheld to cover taxes due on vested restricted stock units Read SEC document |
| February 23, 2023 Filed Feb 27, 2023 21:43 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | GrantCommon Stock | 2,266 | $49.69 | $112,597.54 |
DisclosureSEC source: 0001562180-23-001926 · primarydocument.xml · nonDerivative · entry 1 BRUBAKER LISA M · CIK 0001739974 · EVP, Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 36,390 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 30, 2022 Filed Jan 4, 2023 19:56 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | Exercise / conversionStock Options (Right to buy) · Derivative | 1,091 | $0.00 Strike: $29.86 | $0.00 |
DisclosureSEC source: 0001562180-23-000071 · primarydocument.xml · derivative · entry 3 BRUBAKER LISA M · CIK 0001739974 · EVP, Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,091 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 |
| December 30, 2022 Filed Jan 4, 2023 19:56 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | Exercise / conversionCommon Stock | 1,091 | $29.86 | $32,577.26 |
DisclosureSEC source: 0001562180-23-000071 · primarydocument.xml · nonDerivative · entry 1 BRUBAKER LISA M · CIK 0001739974 · EVP, Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 34,124 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, 2022 Filed Dec 13, 2022 20:18 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | Tax withholdingCommon Stock | 358 | $46.38 | $16,604.04 |
DisclosureSEC source: 0001562180-22-008232 · primarydocument.xml · nonDerivative · entry 1 BRUBAKER LISA M · CIK 0001739974 · EVP, Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,033 F1 · shares: Represents shares withheld to cover taxes due on vested restricted stock units Read SEC document |
| August 31, 2022 Filed Sep 2, 2022 19:11 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | GrantCommon Stock | 670 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-22-006434 · primarydocument.xml · nonDerivative · entry 2 BRUBAKER LISA M · CIK 0001739974 · EVP, Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,391 F2 · shares: Fully vested by 3/15/25. Read SEC document |
| August 31, 2022 Filed Sep 2, 2022 19:11 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | GrantCommon Stock | 670 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-22-006434 · primarydocument.xml · nonDerivative · entry 1 BRUBAKER LISA M · CIK 0001739974 · EVP, Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,721 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 18:58 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | Tax withholdingCommon Stock | 899 | $41.78 | $37,560.22 |
DisclosureSEC source: 0001562180-22-003443 · primarydocument.xml · nonDerivative · entry 1 BRUBAKER LISA M · CIK 0001739974 · EVP, Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,051 F1 · shares: Represents shares withheld to cover taxes due on vested restricted stock units Read SEC document |
| February 24, 2022 Filed Feb 28, 2022 21:40 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | GrantCommon Stock | 5,065 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-22-001973 · primarydocument.xml · nonDerivative · entry 1 BRUBAKER LISA M · CIK 0001739974 · EVP, Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,950 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 |
| February 09, 2022 Filed Feb 10, 2022 21:42 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | Exercise / conversionStock Options (Right to buy) · Derivative | 1,431 | $0.00 Strike: $26.24 | $0.00 |
DisclosureSEC source: 0001562180-22-001335 · primarydocument.xml · derivative · entry 3 BRUBAKER LISA M · CIK 0001739974 · EVP, Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,431 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 |
| February 09, 2022 Filed Feb 10, 2022 21:42 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | Exercise / conversionCommon Stock | 1,431 | $26.24 | $37,544.72 |
DisclosureSEC source: 0001562180-22-001335 · primarydocument.xml · nonDerivative · entry 1 BRUBAKER LISA M · CIK 0001739974 · EVP, Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,885 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, 2021 Filed Dec 15, 2021 01:06 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | Tax withholdingWSFS Common Stock | 358 | $49.78 | $17,821.24 |
DisclosureSEC source: 0001628280-21-025067 · wf-form4_163953035164222.xml · nonDerivative · entry 1 BRUBAKER LISA M · CIK 0001739974 · EVP, Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,454 F1 · shares: Represents shares withheld to cover taxes due on vested restricted stock units. Read SEC document |
| April 15, 2021 Filed Apr 19, 2021 22:47 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | Tax withholdingCommon Stock | 480 | $49.92 | $23,961.60 |
DisclosureSEC source: 0001562180-21-002869 · primarydocument.xml · nonDerivative · entry 1 BRUBAKER LISA M · CIK 0001739974 · EVP, Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,812 F1 · shares: Represents shares withheld to cover taxes due on vested restricted stock units Read SEC document |
| March 03, 2021 Filed Mar 6, 2021 00:07 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | GrantStock Options (Right to buy) · Derivative | 7,267 | $0.00 Strike: $51.84 | $0.00 |
DisclosureSEC source: 0001562180-21-002034 · primarydocument.xml · derivative · entry 4 BRUBAKER LISA M · CIK 0001739974 · EVP, Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,267 Underlying: Common Stock · 7,267 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 6, 2021 00:07 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | GrantCommon Stock | 2,638 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-21-002034 · primarydocument.xml · nonDerivative · entry 2 BRUBAKER LISA M · CIK 0001739974 · EVP, Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,292 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 6, 2021 00:07 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | GrantCommon Stock | 2,310 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-21-002034 · primarydocument.xml · nonDerivative · entry 1 BRUBAKER LISA M · CIK 0001739974 · EVP, Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,654 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 |
| January 28, 2021 Filed Feb 1, 2021 13:04 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | Exercise / conversionStock Options (Right to buy) · Derivative | 4,116 | $0.00 Strike: $23.82 | $0.00 |
DisclosureSEC source: 0001562180-21-000650 · primarydocument.xml · derivative · entry 3 BRUBAKER LISA M · CIK 0001739974 · EVP, Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 4,116 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 |
| January 28, 2021 Filed Feb 1, 2021 13:04 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | Exercise / conversionCommon Stock | 4,116 | $23.82 | $98,057.11 |
DisclosureSEC source: 0001562180-21-000650 · primarydocument.xml · nonDerivative · entry 1 BRUBAKER LISA M · CIK 0001739974 · EVP, Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,344 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 21:57 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | GrantCommon Stock | 3,463 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-20-007265 · primarydocument.xml · nonDerivative · entry 1 BRUBAKER LISA M · CIK 0001739974 · EVP, Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,228 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 |
| April 15, 2020 Filed Apr 17, 2020 22:34 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | Tax withholdingCommon Stock | 770 | $23.24 | $17,894.80 |
DisclosureSEC source: 0001562180-20-003050 · primarydocument.xml · nonDerivative · entry 1 BRUBAKER LISA M · CIK 0001739974 · EVP, Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,765 F1 · shares: Represents shares withheld to cover taxes due on vested restricted stock units Read SEC document |
| February 27, 2020 Filed Mar 5, 2020 22:43 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | GrantStock Options (Right to buy) · Derivative | 9,793 | $0.00 Strike: $36.11 | $0.00 |
DisclosureSEC source: 0001562180-20-002249 · primarydocument.xml · derivative · entry 3 BRUBAKER LISA M · CIK 0001739974 · EVP, Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,793 Underlying: Common Stock · 9,793 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 5, 2020 22:43 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | GrantCommon Stock | 1,972 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-20-002249 · primarydocument.xml · nonDerivative · entry 1 BRUBAKER LISA M · CIK 0001739974 · EVP, Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,535 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 |
| April 15, 2019 Filed Apr 17, 2019 22:10 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | Tax withholdingCommon Stock | 117 | $40.98 | $4,794.66 |
DisclosureSEC source: 0001562180-19-002301 · primarydocument.xml · nonDerivative · entry 1 BRUBAKER LISA M · CIK 0001739974 · EVP, Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,563 F1 · shares: Represents shares withheld to cover taxes due on vested restricted stock units Read SEC document |
| February 28, 2019 Filed Mar 4, 2019 23:42 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | GrantStock Options (Right to buy) · Derivative | 6,809 | $0.00 Strike: $43.28 | $0.00 |
DisclosureSEC source: 0001562180-19-001602 · primarydocument.xml · derivative · entry 4 BRUBAKER LISA M · CIK 0001739974 · EVP, Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,809 Underlying: Common Stock · 6,809 shares Expires 2026-02-28 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.