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 |
|---|---|---|---|---|---|---|
| February 28, 2019 Filed Mar 4, 2019 23:42 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | GrantCommon Stock | 894 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-19-001602 · primarydocument.xml · nonDerivative · entry 2 BRUBAKER LISA M · CIK 0001739974 · EVP, Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,680 F2 · shares: 2 year vest (50% increments) with first vesting date on February 28, 2020 and final vesting date on February 28, 2021 F2 · acquired: 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 4, 2019 23:42 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | GrantCommon Stock | 1,613 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-19-001602 · primarydocument.xml · nonDerivative · entry 1 BRUBAKER LISA M · CIK 0001739974 · EVP, Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,786 F1 · shares: 4 year vest (25% increments) with first vesting date of 4/15/2020 and final vesting date of 4/15/2023 F1 · acquired: 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.