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 |
|---|---|---|---|---|---|---|
| March 29, 2022 Filed Mar 29, 2022 21:11 UTC | GreenSky, Inc. GSKY · Entity 109154 | Disposition to issuerClass A common stock | 96,538 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001712923-22-000039 · wf-form4_164858827547126.xml · nonDerivative · entry 1 BACCI ARTHUR J · CIK 0001075511 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F1 · price: 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. Read SEC document |
| February 24, 2022 Filed Feb 28, 2022 21:40 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | GrantCommon Stock | 5,191 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-22-001974 · primarydocument.xml · nonDerivative · entry 1 BACCI ARTHUR J · CIK 0001075511 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,300 F1 · shares: 4 year vest (25% increments) with first vesting date of 4/15/2023 and final vesting date of 4/15/2026 F2 · balance_after: Does not include performance-based RSUs, if any, held by the Reporting Person for which an assessment has not yet been made regarding the achievement of the applicable performance goals. Any such holding will be reported on a Form 4 within two business days of that date such assessment is made. Read SEC document |
| December 10, 2021 Filed Dec 15, 2021 01:00 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | Tax withholdingWSFS Common Stock | 431 | $49.78 | $21,455.18 |
DisclosureSEC source: 0001628280-21-025066 · wf-form4_163953003917162.xml · nonDerivative · entry 1 BACCI ARTHUR J · CIK 0001075511 · EVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,109 F1 · shares: Represents shares withheld to cover taxes due on vested restricted stock units. Read SEC document |
| June 28, 2021 Filed Jun 29, 2021 15:18 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | Tax withholdingCommon Stock | 202 | $46.93 | $9,479.86 |
DisclosureSEC source: 0001562180-21-004555 · primarydocument.xml · nonDerivative · entry 1 BACCI ARTHUR J · CIK 0001075511 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,540 F1 · shares: Represents shares withheld to cover taxes due on vested restricted stock units Read SEC document |
| June 03, 2021 Filed Jun 7, 2021 22:28 UTC | GreenSky, Inc. GSKY · Entity 109154 | GrantClass A common stock | 33,614 | $0.00 | $0.00 |
DisclosureSEC source: 0001712923-21-000057 · wf-form4_162310491399648.xml · nonDerivative · entry 1 BACCI ARTHUR J · CIK 0001075511 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 96,538 F1 · shares: Grant of restricted stock, which will vest on June 3, 2022. Read SEC document |
| April 15, 2021 Filed Apr 19, 2021 22:44 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | Tax withholdingCommon Stock | 472 | $49.92 | $23,562.24 |
DisclosureSEC source: 0001562180-21-002868 · primarydocument.xml · nonDerivative · entry 1 BACCI ARTHUR J · CIK 0001075511 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,742 F1 · shares: Represents shares withheld to cover taxes due on vested restricted stock units Read SEC document |
| March 03, 2021 Filed Mar 5, 2021 23:59 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | GrantStock Options (Right to buy) · Derivative | 7,786 | $0.00 Strike: $51.84 | $0.00 |
DisclosureSEC source: 0001562180-21-002033 · primarydocument.xml · derivative · entry 4 BACCI ARTHUR J · CIK 0001075511 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,786 Underlying: Common Stock · 7,786 shares Expires 2025-04-15 F1 · kind: 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 23:59 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | GrantCommon Stock | 2,826 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-21-002033 · primarydocument.xml · nonDerivative · entry 2 BACCI ARTHUR J · CIK 0001075511 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,214 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 23:59 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | GrantCommon Stock | 2,475 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-21-002033 · primarydocument.xml · nonDerivative · entry 1 BACCI ARTHUR J · CIK 0001075511 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,388 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 |
| December 10, 2020 Filed Dec 14, 2020 21:47 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | GrantCommon Stock | 4,012 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-20-007257 · primarydocument.xml · nonDerivative · entry 1 BACCI ARTHUR J · CIK 0001075511 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,913 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 |
| June 28, 2020 Filed Jul 1, 2020 22:15 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | Disposition to issuerCommon Stock | 202 | $25.66 | $5,183.32 |
DisclosureSEC source: 0001562180-20-004736 · primarydocument.xml · nonDerivative · entry 1 BACCI ARTHUR J · CIK 0001075511 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,901 Read SEC document |
| June 03, 2020 Filed Jun 5, 2020 21:51 UTC | GreenSky, Inc. GSKY · Entity 109154 | GrantClass A common stock | 43,573 | $0.00 | $0.00 |
DisclosureSEC source: 0001712923-20-000087 · wf-form4_159139388018016.xml · nonDerivative · entry 1 BACCI ARTHUR J · CIK 0001075511 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 62,924 F1 · shares: Grant of restricted stock, which will vest on June 3, 2021. Read SEC document |
| April 15, 2020 Filed Apr 17, 2020 22:36 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | Tax withholdingCommon Stock | 289 | $23.24 | $6,716.36 |
DisclosureSEC source: 0001562180-20-003055 · primarydocument.xml · nonDerivative · entry 1 BACCI ARTHUR J · CIK 0001075511 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,103 Read SEC document |
| February 27, 2020 Filed Mar 9, 2020 21:54 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | GrantStock Options (Right to buy) · Derivative | 11,313 | $0.00 Strike: $36.11 | $0.00 |
DisclosureSEC source: 0001562180-20-002308 · primarydocument.xml · derivative · entry 3 BACCI ARTHUR J · CIK 0001075511 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,313 Underlying: Common Stock · 11,313 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 21:54 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | GrantCommon Stock | 2,278 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-20-002308 · primarydocument.xml · nonDerivative · entry 1 BACCI ARTHUR J · CIK 0001075511 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,392 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 |
| June 28, 2019 Filed Jul 2, 2019 18:52 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | Tax withholdingCommon Stock | 202 | $41.30 | $8,342.60 |
DisclosureSEC source: 0001562180-19-003753 · primarydocument.xml · nonDerivative · entry 1 BACCI ARTHUR J · CIK 0001075511 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,114 F1 · balance_after: Total amount of shares increased by 5 shares from most recent filing on March 4, 2019 to reflect correction of restricted stock unit grant dated 2/28/2019 Read SEC document |
| May 31, 2019 Filed Jun 4, 2019 21:43 UTC | GreenSky, Inc. GSKY · Entity 109154 | GrantClass A common stock | 18,051 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-034477 · doc4.xml · nonDerivative · entry 1 BACCI ARTHUR J · CIK 0001075511 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,351 F1 · shares: Grant of restricted stock, which will vest on May 31, 2020. Read SEC document |
| February 28, 2019 Filed Mar 4, 2019 23:30 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | GrantStock Options (Right to buy) · Derivative | 8,720 | $0.00 Strike: $43.28 | $0.00 |
DisclosureSEC source: 0001562180-19-001601 · primarydocument.xml · derivative · entry 3 BACCI ARTHUR J · CIK 0001075511 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,720 Underlying: Common Stock · 8,730 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 4, 2019 23:30 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | GrantCommon Stock | 746 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-19-001601 · primarydocument.xml · nonDerivative · entry 2 BACCI ARTHUR J · CIK 0001075511 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,311 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 4, 2019 23:30 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | GrantCommon Stock | 2,065 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-19-001601 · primarydocument.xml · nonDerivative · entry 1 BACCI ARTHUR J · CIK 0001075511 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,565 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 |
| June 28, 2018 Filed Jun 28, 2018 22:11 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | GrantCommon Stock | 2,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-18-003117 · primarydocument.xml · nonDerivative · entry 1 BACCI ARTHUR J · CIK 0001075511 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,500 F1 · kind: 4 year vest in 25% increments on June 28, 2019, June 28, 2020, June 28, 2021, and June 28, 2022, respectively. F1 · shares: 4 year vest in 25% increments on June 28, 2019, June 28, 2020, June 28, 2021, and June 28, 2022, respectively. 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.