Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| WSFS FINANCIAL CORPWSFS · Entity 4058 | EVP, COO | September 11, 2026 | September 15, 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 September 11, 2026 · Filed September 15, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Indirect401k | 0 |
Reported balance
After 2026-09-11 transaction · row 1
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 1 · 2026-09-11 · Other · Disposed 3,898 · Balance 0 F1: Represents the estimated number of shares beneficially owned by the reporting person represented by units in the WSFS Financial Corporation 401(k) Savings and Retirement plan as of September 11, 2026. |
| Common StockSEC Table I · non-derivative | Direct | 31,569 |
Reported balance
Holding disclosure · report date 2026-09-11 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 31,569 |
Filing footnotes · ownership attribution and instrument terms
F1: Represents the estimated number of shares beneficially owned by the reporting person represented by units in the WSFS Financial Corporation 401(k) Savings and Retirement plan as of September 11, 2026.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
GreenSky, Inc.
Report date March 29, 2022 · Filed March 29, 2022
Section 16 reporting ended · disclosed 2022-03-29. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A common stockSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2022-03-29 transaction · row 1
1 source rowRow 1 · 2022-03-29 · Disposition to issuer · Disposed 96,538 · Balance 0 F1: Disposed of pursuant to the Agreement and Plan of Merger, dated as of September 14, 2021, by and among the Issuer, The Goldman Sachs Group, Inc. ("Goldman Sachs"), Goldman Sachs Bank USA ("GS Bank"), Glacier Merger Sub 1, LLC, a wholly owned subsidiary of GS Bank, Glacier Merger Sub 2, LLC, a wholly owned subsidiary of GS Bank, and GreenSky Holdings, LLC, a subsidiary of the Issuer, with each share of Class A common stock being converted into the right to receive 0.03 shares of Goldman Sachs common stock, which had a market value of $335.30 per share at the close of trading on March 28, 2022, the last trading day immediately preceding the effective time of the mergers, with cash paid in lieu of fractional shares. The amounts in Table I include 33,614 shares of Class A common stock subject to forfeiture conditions; which fully vested in connection with the merger. |
Filing footnotes · ownership attribution and instrument terms
F1: Disposed of pursuant to the Agreement and Plan of Merger, dated as of September 14, 2021, by and among the Issuer, The Goldman Sachs Group, Inc. ("Goldman Sachs"), Goldman Sachs Bank USA ("GS Bank"), Glacier Merger Sub 1, LLC, a wholly owned subsidiary of GS Bank, Glacier Merger Sub 2, LLC, a wholly owned subsidiary of GS Bank, and GreenSky Holdings, LLC, a subsidiary of the Issuer, with each share of Class A common stock being converted into the right to receive 0.03 shares of Goldman Sachs common stock, which had a market value of $335.30 per share at the close of trading on March 28, 2022, the last trading day immediately preceding the effective time of the mergers, with cash paid in lieu of fractional shares. The amounts in Table I include 33,614 shares of Class A common stock subject to forfeiture conditions; which fully vested in connection with the merger.
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 |
|---|---|---|---|---|---|---|
| September 11, 2026 Filed Sep 15, 2026 23:27 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | OtherCommon Stock | 3,898 | $79.73 | $310,787.54 |
DisclosureSEC source: 0001075511-26-000009 · primarydocument.xml · nonDerivative · entry 1 BACCI ARTHUR J · CIK 0001075511 · EVP, COO 10b5-1 filing: No plan indicated Ownership: Indirect · 401k Disclosed balance after: 0 F1 · shares: Represents the estimated number of shares beneficially owned by the reporting person represented by units in the WSFS Financial Corporation 401(k) Savings and Retirement plan as of September 11, 2026. Read SEC document |
| April 15, 2026 Filed Apr 17, 2026 14:48 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | Tax withholdingCommon Stock | 371 | $69.07 | $25,624.97 |
DisclosureSEC source: 0001075511-26-000007 · primarydocument.xml · nonDerivative · entry 4 BACCI ARTHUR J · CIK 0001075511 · EVP, COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 31,569 F1 · shares: Represents shares withheld to cover taxes due on vested restricted stock units. Read SEC document |
| April 15, 2026 Filed Apr 17, 2026 14:48 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | Tax withholdingCommon Stock | 613 | $69.07 | $42,339.91 |
DisclosureSEC source: 0001075511-26-000007 · primarydocument.xml · nonDerivative · entry 3 BACCI ARTHUR J · CIK 0001075511 · EVP, COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 31,940 F1 · shares: Represents shares withheld to cover taxes due on vested restricted stock units. Read SEC document |
| April 15, 2026 Filed Apr 17, 2026 14:48 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | Tax withholdingCommon Stock | 448 | $69.07 | $30,943.36 |
DisclosureSEC source: 0001075511-26-000007 · primarydocument.xml · nonDerivative · entry 2 BACCI ARTHUR J · CIK 0001075511 · EVP, COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 32,553 F1 · shares: Represents shares withheld to cover taxes due on vested restricted stock units. Read SEC document |
| April 15, 2026 Filed Apr 17, 2026 14:48 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | Tax withholdingCommon Stock | 507 | $69.07 | $35,018.49 |
DisclosureSEC source: 0001075511-26-000007 · primarydocument.xml · nonDerivative · entry 1 BACCI ARTHUR J · CIK 0001075511 · EVP, COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 33,001 F1 · shares: Represents shares withheld to cover taxes due on vested restricted stock units. F2 · balance_after: The reported balance was adjusted by one share due to a rounding correction. Read SEC document |
| February 26, 2026 Filed Feb 27, 2026 20:47 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | GrantCommon Stock | 4,198 | $66.38 | $278,663.24 |
DisclosureSEC source: 0001075511-26-000004 · primarydocument.xml · nonDerivative · entry 3 BACCI ARTHUR J · CIK 0001075511 · EVP, COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 33,507 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 20:47 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | Tax withholdingCommon Stock | 2,427 | $66.38 | $161,104.26 |
DisclosureSEC source: 0001075511-26-000004 · primarydocument.xml · nonDerivative · entry 2 BACCI ARTHUR J · CIK 0001075511 · EVP, COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 29,309 F2 · shares: Represents shares withheld to cover taxes due on vested PSUs. Read SEC document |
| February 26, 2026 Filed Feb 27, 2026 20:47 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | GrantCommon Stock | 5,370 | $66.38 | $356,460.60 |
DisclosureSEC source: 0001075511-26-000004 · primarydocument.xml · nonDerivative · entry 1 BACCI ARTHUR J · CIK 0001075511 · EVP, COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 31,736 F1 · shares: On February 26, 2026, the reporting person achieved a performance level of 76% on an award of performance-based restricted share units ("PSUs") issued on February 23, 2023. This performance level represents the final determination of the PSU during the three-year period ended December 31, 2025. Each PSU represents one share of WSFS Financial Corporation common stock. Read SEC document |
| February 09, 2026 Filed Feb 11, 2026 23:14 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 59 | $0.00 Strike: $36.11 | $0.00 |
DisclosureSEC source: 0001075511-26-000002 · primarydocument.xml · derivative · entry 9 BACCI ARTHUR J · CIK 0001075511 · EVP, COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 59 shares Expires 2027-02-27 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 09, 2026 Filed Feb 11, 2026 23:14 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 1,946 | $0.00 Strike: $51.84 | $0.00 |
DisclosureSEC source: 0001075511-26-000002 · primarydocument.xml · derivative · entry 8 BACCI ARTHUR J · CIK 0001075511 · EVP, COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,946 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 |
| February 09, 2026 Filed Feb 11, 2026 23:14 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | SaleCommon Stock | 17 | $70.51 | $1,198.67 |
DisclosureSEC source: 0001075511-26-000002 · primarydocument.xml · nonDerivative · entry 6 BACCI ARTHUR J · CIK 0001075511 · EVP, COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 26,366 Read SEC document |
| February 09, 2026 Filed Feb 11, 2026 23:14 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | SaleCommon Stock | 59 | $70.51 | $4,160.09 |
DisclosureSEC source: 0001075511-26-000002 · primarydocument.xml · nonDerivative · entry 5 BACCI ARTHUR J · CIK 0001075511 · EVP, COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 26,383 Read SEC document |
| February 09, 2026 Filed Feb 11, 2026 23:14 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | SaleCommon Stock | 1,929 | $70.51 | $136,013.79 |
DisclosureSEC source: 0001075511-26-000002 · primarydocument.xml · nonDerivative · entry 4 BACCI ARTHUR J · CIK 0001075511 · EVP, COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 26,442 Read SEC document |
| February 09, 2026 Filed Feb 11, 2026 23:14 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | Exercise / conversionCommon Stock | 17 | $51.84 | $881.28 |
DisclosureSEC source: 0001075511-26-000002 · primarydocument.xml · nonDerivative · entry 3 BACCI ARTHUR J · CIK 0001075511 · EVP, COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 28,371 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, 2026 Filed Feb 11, 2026 23:14 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | Exercise / conversionCommon Stock | 1,929 | $51.84 | $99,999.36 |
DisclosureSEC source: 0001075511-26-000002 · primarydocument.xml · nonDerivative · entry 2 BACCI ARTHUR J · CIK 0001075511 · EVP, COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 28,354 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 |
| February 09, 2026 Filed Feb 11, 2026 23:14 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | Exercise / conversionCommon Stock | 59 | $36.11 | $2,130.49 |
DisclosureSEC source: 0001075511-26-000002 · primarydocument.xml · nonDerivative · entry 1 BACCI ARTHUR J · CIK 0001075511 · EVP, COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 26,425 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, 2025 Filed Apr 17, 2025 21:21 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | Tax withholdingCommon Stock | 587 | $47.26 | $27,741.62 |
DisclosureSEC source: 0001562180-25-003201 · primarydocument.xml · nonDerivative · entry 4 BACCI ARTHUR J · CIK 0001075511 · Executive Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 26,366 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 | 355 | $47.26 | $16,777.30 |
DisclosureSEC source: 0001562180-25-003201 · primarydocument.xml · nonDerivative · entry 3 BACCI ARTHUR J · CIK 0001075511 · Executive Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 26,953 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 | 429 | $47.26 | $20,274.54 |
DisclosureSEC source: 0001562180-25-003201 · primarydocument.xml · nonDerivative · entry 2 BACCI ARTHUR J · CIK 0001075511 · Executive Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 27,308 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 | 280 | $47.26 | $13,232.80 |
DisclosureSEC source: 0001562180-25-003201 · primarydocument.xml · nonDerivative · entry 1 BACCI ARTHUR J · CIK 0001075511 · Executive Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 27,737 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 | 467 | $52.00 | $24,284.00 |
DisclosureSEC source: 0001562180-25-002550 · primarydocument.xml · nonDerivative · entry 1 BACCI ARTHUR J · CIK 0001075511 · Executive Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 28,017 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 | 2,435 | $53.49 | $130,248.15 |
DisclosureSEC source: 0001562180-25-001881 · primarydocument.xml · nonDerivative · entry 3 BACCI ARTHUR J · CIK 0001075511 · Executive Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 28,484 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 | 5,385 | $53.49 | $288,043.65 |
DisclosureSEC source: 0001562180-25-001881 · primarydocument.xml · nonDerivative · entry 2 BACCI ARTHUR J · CIK 0001075511 · Executive Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 30,919 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 | 3,219 | $53.49 | $172,184.31 |
DisclosureSEC source: 0001562180-25-001881 · primarydocument.xml · nonDerivative · entry 1 BACCI ARTHUR J · CIK 0001075511 · Executive Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 25,534 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 |
| July 30, 2024 Filed Aug 1, 2024 22:31 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 2,769 | $0.00 Strike: $36.11 | $0.00 |
DisclosureSEC source: 0001562180-24-005933 · primarydocument.xml · derivative · entry 7 BACCI ARTHUR J · CIK 0001075511 · Executive Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 59 Underlying: Common Stock · 2,769 shares Expires 2027-02-27 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 |
| July 30, 2024 Filed Aug 1, 2024 22:31 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 5,840 | $0.00 Strike: $51.84 | $0.00 |
DisclosureSEC source: 0001562180-24-005933 · primarydocument.xml · derivative · entry 6 BACCI ARTHUR J · CIK 0001075511 · Executive Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,946 Underlying: Common Stock · 5,840 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 |
| July 30, 2024 Filed Aug 1, 2024 22:31 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | SaleCommon Stock | 5,840 | $56.57 | $330,365.30 |
DisclosureSEC source: 0001562180-24-005933 · primarydocument.xml · nonDerivative · entry 4 BACCI ARTHUR J · CIK 0001075511 · Executive Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 22,315 F2 · price: This transaction was executed in multiple trades at prices ranging from $56.375 USD to $56.69 USD; the price reported above reflects the weighted average sale price. Read SEC document |
| July 30, 2024 Filed Aug 1, 2024 22:31 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | SaleCommon Stock | 2,769 | $56.38 | $156,115.39 |
DisclosureSEC source: 0001562180-24-005933 · primarydocument.xml · nonDerivative · entry 3 BACCI ARTHUR J · CIK 0001075511 · Executive Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 28,155 F1 · price: This transaction was executed in multiple trades at prices ranging from $56.32 USD to $56.47 USD; the price reported above reflects the weighted average sale price. Read SEC document |
| July 30, 2024 Filed Aug 1, 2024 22:31 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | Exercise / conversionCommon Stock | 2,769 | $36.11 | $99,988.59 |
DisclosureSEC source: 0001562180-24-005933 · primarydocument.xml · nonDerivative · entry 2 BACCI ARTHUR J · CIK 0001075511 · Executive Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 30,924 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 |
| July 30, 2024 Filed Aug 1, 2024 22:31 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | Exercise / conversionCommon Stock | 5,840 | $51.84 | $302,745.60 |
DisclosureSEC source: 0001562180-24-005933 · primarydocument.xml · nonDerivative · entry 1 BACCI ARTHUR J · CIK 0001075511 · Executive Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 28,155 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 22:49 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | Tax withholdingCommon Stock | 1,421 | $42.37 | $60,207.77 |
DisclosureSEC source: 0001562180-24-003455 · primarydocument.xml · nonDerivative · entry 1 BACCI ARTHUR J · CIK 0001075511 · Executive Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 22,315 F1 · shares: Represents shares withheld to cover taxes due on vested restricted stock units. Read SEC document |
| March 15, 2024 Filed Mar 19, 2024 23:46 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | Tax withholdingCommon Stock | 101 | $41.91 | $4,232.91 |
DisclosureSEC source: 0001562180-24-002851 · primarydocument.xml · nonDerivative · entry 1 BACCI ARTHUR J · CIK 0001075511 · Executive Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 23,736 F1 · shares: Represents shares withheld to cover taxes due on vested restricted stock units. Read SEC document |
| February 29, 2024 Filed Mar 4, 2024 23:00 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | GrantCommon Stock | 2,847 | $42.39 | $120,684.33 |
DisclosureSEC source: 0001562180-24-002128 · primarydocument.xml · nonDerivative · entry 1 BACCI ARTHUR J · CIK 0001075511 · Executive Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 23,837 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 |
| January 29, 2024 Filed Jan 31, 2024 21:33 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 8,485 | $0.00 Strike: $36.11 | $0.00 |
DisclosureSEC source: 0001562180-24-000854 · primarydocument.xml · derivative · entry 9 BACCI ARTHUR J · CIK 0001075511 · Executive Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,828 Underlying: Common Stock · 8,485 shares Expires 2027-02-27 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 29, 2024 Filed Jan 31, 2024 21:33 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 8,720 | $0.00 Strike: $43.28 | $0.00 |
DisclosureSEC source: 0001562180-24-000854 · primarydocument.xml · derivative · entry 8 BACCI ARTHUR J · CIK 0001075511 · Executive Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 8,720 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 |
| January 29, 2024 Filed Jan 31, 2024 21:33 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | SaleCommon Stock | 378 | $46.59 | $17,610.91 |
DisclosureSEC source: 0001562180-24-000854 · primarydocument.xml · nonDerivative · entry 6 BACCI ARTHUR J · CIK 0001075511 · Executive Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 20,990 F3 · price: This transaction was executed in multiple trades at prices ranging from $46.57 USD to $46.59 USD; the price reported above reflects the weighted average sale price. Read SEC document |
| January 29, 2024 Filed Jan 31, 2024 21:33 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | SaleCommon Stock | 8,427 | $46.84 | $394,697.08 |
DisclosureSEC source: 0001562180-24-000854 · primarydocument.xml · nonDerivative · entry 5 BACCI ARTHUR J · CIK 0001075511 · Executive Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 21,368 F2 · price: This transaction was executed in multiple trades at prices ranging from $46.47 USD to $47.19 USD; the price reported above reflects the weighted average sale price. Read SEC document |
| January 29, 2024 Filed Jan 31, 2024 21:33 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | SaleCommon Stock | 7,187 | $46.75 | $336,023.87 |
DisclosureSEC source: 0001562180-24-000854 · primarydocument.xml · nonDerivative · entry 4 BACCI ARTHUR J · CIK 0001075511 · Executive Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 29,795 F1 · price: This transaction was executed in multiple trades at prices ranging from $46.57 USD to $46.96 USD; the price reported above reflects the weighted average sale price. Read SEC document |
| January 29, 2024 Filed Jan 31, 2024 21:33 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | Exercise / conversionCommon Stock | 8,720 | $43.28 | $377,401.60 |
DisclosureSEC source: 0001562180-24-000854 · primarydocument.xml · nonDerivative · entry 3 BACCI ARTHUR J · CIK 0001075511 · Executive Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 36,982 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 29, 2024 Filed Jan 31, 2024 21:33 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | Exercise / conversionCommon Stock | 8,017 | $36.11 | $289,493.87 |
DisclosureSEC source: 0001562180-24-000854 · primarydocument.xml · nonDerivative · entry 2 BACCI ARTHUR J · CIK 0001075511 · Executive Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 28,262 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 29, 2024 Filed Jan 31, 2024 21:33 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | Exercise / conversionCommon Stock | 468 | $36.11 | $16,899.48 |
DisclosureSEC source: 0001562180-24-000854 · primarydocument.xml · nonDerivative · entry 1 BACCI ARTHUR J · CIK 0001075511 · Executive Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 20,245 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, 2023 Filed Dec 12, 2023 14:39 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | Tax withholdingCommon Stock | 522 | $41.48 | $21,652.56 |
DisclosureSEC source: 0001562180-23-008283 · primarydocument.xml · nonDerivative · entry 1 BACCI ARTHUR J · CIK 0001075511 · Executive Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 19,777 F1 · shares: Represents shares withheld to cover taxes due on vested restricted stock units Read SEC document |
| April 15, 2023 Filed Apr 18, 2023 17:12 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | Tax withholdingCommon Stock | 1,778 | $36.69 | $65,234.82 |
DisclosureSEC source: 0001562180-23-003591 · primarydocument.xml · nonDerivative · entry 1 BACCI ARTHUR J · CIK 0001075511 · Executive Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 20,299 F1 · shares: Represents shares withheld to cover taxes due on vested restricted stock units Read SEC document |
| March 15, 2023 Filed Mar 17, 2023 13:42 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | Tax withholdingCommon Stock | 118 | $39.49 | $4,659.82 |
DisclosureSEC source: 0001562180-23-002883 · primarydocument.xml · nonDerivative · entry 1 BACCI ARTHUR J · CIK 0001075511 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,077 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 | 2,356 | $49.69 | $117,069.64 |
DisclosureSEC source: 0001562180-23-001927 · primarydocument.xml · nonDerivative · entry 1 BACCI ARTHUR J · CIK 0001075511 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,195 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 20:18 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | Tax withholdingCommon Stock | 538 | $46.38 | $24,952.44 |
DisclosureSEC source: 0001562180-22-008231 · primarydocument.xml · nonDerivative · entry 1 BACCI ARTHUR J · CIK 0001075511 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,839 F1 · shares: Represents shares withheld to cover taxes due on vested restricted stock units Read SEC document |
| August 31, 2022 Filed Sep 2, 2022 19:10 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | GrantCommon Stock | 792 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-22-006433 · primarydocument.xml · nonDerivative · entry 2 BACCI ARTHUR J · CIK 0001075511 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,377 F2 · shares: Fully vested by 3/15/25. Read SEC document |
| August 31, 2022 Filed Sep 2, 2022 19:10 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | GrantCommon Stock | 792 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-22-006433 · primarydocument.xml · nonDerivative · entry 1 BACCI ARTHUR J · CIK 0001075511 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,585 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 |
| June 28, 2022 Filed Jun 30, 2022 15:39 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | Tax withholdingCommon Stock | 252 | $40.79 | $10,279.08 |
DisclosureSEC source: 0001562180-22-005410 · primarydocument.xml · nonDerivative · entry 1 BACCI ARTHUR J · CIK 0001075511 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,793 F1 · shares: Represents shares withheld to cover taxes due on vested restricted stock units Read SEC document |
| April 15, 2022 Filed Apr 19, 2022 18:58 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | Tax withholdingCommon Stock | 1,255 | $41.78 | $52,433.90 |
DisclosureSEC source: 0001562180-22-003442 · primarydocument.xml · nonDerivative · entry 1 BACCI ARTHUR J · CIK 0001075511 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,045 F1 · shares: Represents shares withheld to cover taxes due on vested restricted stock units 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.