Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| WSFS FINANCIAL CORPWSFS · Entity 4058 | EVP Chief Comm'l Banking Ofc | 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 | 8,416 |
Reported balance
After 2026-04-15 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-04-15 · Tax withholding · Disposed 127 · Balance 8,416 F1: Represents shares withheld to cover taxes due on vested restricted stock units. F2: The reported balance was adjusted by one share due to a rounding correction. |
| Common StockSEC Table I · non-derivative | Direct | 8,238 |
Reported balance
After 2026-04-15 transaction · row 2
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 2 · 2026-04-15 · Tax withholding · Disposed 178 · Balance 8,238 F1: Represents shares withheld to cover taxes due on vested restricted stock units. |
| Common StockSEC Table I · non-derivative | Direct | 8,101 |
Reported balance
After 2026-04-15 transaction · row 3
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 3 · 2026-04-15 · Tax withholding · Disposed 137 · Balance 8,101 F1: Represents shares withheld to cover taxes due on vested restricted stock units. |
| Common StockSEC Table I · non-derivative | Direct | 8,032 |
Reported balance
After 2026-04-15 transaction · row 4
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 4 · 2026-04-15 · Tax withholding · Disposed 69 · Balance 8,032 F1: Represents shares withheld to cover taxes due on vested restricted stock units. |
| Common StockSEC Table I · non-derivative | Indirect401K | 679 |
Reported balance
Holding disclosure · report date 2026-04-15 · row 5
Holding and transaction disclosures are not merged.
1 source rowRow 5 · Balance 679 |
Filing footnotes · ownership attribution and instrument terms
F1: Represents shares withheld to cover taxes due on vested restricted stock units.
F2: The reported balance was adjusted by one share due to a rounding correction.
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 15:06 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | Tax withholdingCommon Stock | 69 | $69.07 | $4,765.83 |
DisclosureSEC source: 0002051553-26-000010 · primarydocument.xml · nonDerivative · entry 4 Wechsler James J · CIK 0002051553 · EVP Chief Comm'l Banking Ofc 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,032 F1 · shares: Represents shares withheld to cover taxes due on vested restricted stock units. Read SEC document |
| April 15, 2026 Filed Apr 17, 2026 15:06 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | Tax withholdingCommon Stock | 137 | $69.07 | $9,462.59 |
DisclosureSEC source: 0002051553-26-000010 · primarydocument.xml · nonDerivative · entry 3 Wechsler James J · CIK 0002051553 · EVP Chief Comm'l Banking Ofc 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,101 F1 · shares: Represents shares withheld to cover taxes due on vested restricted stock units. Read SEC document |
| April 15, 2026 Filed Apr 17, 2026 15:06 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | Tax withholdingCommon Stock | 178 | $69.07 | $12,294.46 |
DisclosureSEC source: 0002051553-26-000010 · primarydocument.xml · nonDerivative · entry 2 Wechsler James J · CIK 0002051553 · EVP Chief Comm'l Banking Ofc 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,238 F1 · shares: Represents shares withheld to cover taxes due on vested restricted stock units. Read SEC document |
| April 15, 2026 Filed Apr 17, 2026 15:06 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | Tax withholdingCommon Stock | 127 | $69.07 | $8,771.89 |
DisclosureSEC source: 0002051553-26-000010 · primarydocument.xml · nonDerivative · entry 1 Wechsler James J · CIK 0002051553 · EVP Chief Comm'l Banking Ofc 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,416 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 | 2,765 | $66.38 | $183,540.70 |
DisclosureSEC source: 0002051553-26-000007 · primarydocument.xml · nonDerivative · entry 1 Wechsler James J · CIK 0002051553 · EVP Chief Comm'l Banking Ofc 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,542 F1 · shares: 3 year vest (33% increments) with first vesting date of 4/15/2027 and final vesting date of 4/15/2029. 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 05, 2026 Filed Feb 9, 2026 21:52 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | SaleCommon Stock | 450 | $69.90 | $31,452.75 |
DisclosureSEC source: 0002051553-26-000005 · primarydocument.xml · nonDerivative · entry 1 Wechsler James J · CIK 0002051553 · EVP Chief Comm'l Banking Ofc 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,777 F1 · price: Represents a weighted-average price. These shares were sold in multiple transactions at prices ranging from $69.89 to $69.90, 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 |
| April 15, 2025 Filed Apr 17, 2025 21:22 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | Tax withholdingCommon Stock | 32 | $47.26 | $1,512.32 |
DisclosureSEC source: 0001562180-25-003206 · primarydocument.xml · nonDerivative · entry 5 Wechsler James J · CIK 0002051553 · EVP Chief Comm'l Banking Ofc 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,227 F1 · shares: Represents shares withheld to cover taxes due on vested restricted stock units. Read SEC document |
| April 15, 2025 Filed Apr 17, 2025 21:22 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | Tax withholdingCommon Stock | 46 | $47.26 | $2,173.96 |
DisclosureSEC source: 0001562180-25-003206 · primarydocument.xml · nonDerivative · entry 4 Wechsler James J · CIK 0002051553 · EVP Chief Comm'l Banking Ofc 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,259 F1 · shares: Represents shares withheld to cover taxes due on vested restricted stock units. Read SEC document |
| April 15, 2025 Filed Apr 17, 2025 21:22 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | Tax withholdingCommon Stock | 202 | $47.26 | $9,546.52 |
DisclosureSEC source: 0001562180-25-003206 · primarydocument.xml · nonDerivative · entry 3 Wechsler James J · CIK 0002051553 · EVP Chief Comm'l Banking Ofc 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,305 F1 · shares: Represents shares withheld to cover taxes due on vested restricted stock units. Read SEC document |
| April 15, 2025 Filed Apr 17, 2025 21:22 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | Tax withholdingCommon Stock | 91 | $47.26 | $4,300.66 |
DisclosureSEC source: 0001562180-25-003206 · primarydocument.xml · nonDerivative · entry 2 Wechsler James J · CIK 0002051553 · EVP Chief Comm'l Banking Ofc 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,507 F1 · shares: Represents shares withheld to cover taxes due on vested restricted stock units. Read SEC document |
| April 15, 2025 Filed Apr 17, 2025 21:22 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | Tax withholdingCommon Stock | 119 | $47.26 | $5,623.94 |
DisclosureSEC source: 0001562180-25-003206 · primarydocument.xml · nonDerivative · entry 1 Wechsler James J · CIK 0002051553 · EVP Chief Comm'l Banking Ofc 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,598 F1 · shares: Represents shares withheld to cover taxes due on vested restricted stock units. Read SEC document |
| March 15, 2025 Filed Mar 18, 2025 21:48 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | Tax withholdingCommon Stock | 187 | $52.00 | $9,724.00 |
DisclosureSEC source: 0001562180-25-002553 · primarydocument.xml · nonDerivative · entry 1 Wechsler James J · CIK 0002051553 · EVP Chief Comm'l Banking Ofc 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,717 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 | GrantCommon Stock | 842 | $53.49 | $45,038.58 |
DisclosureSEC source: 0001562180-25-001882 · primarydocument.xml · nonDerivative · entry 1 Wechsler James J · CIK 0002051553 · EVP Chief Comm'l Banking Ofc 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,904 F1 · shares: 3 year vest (33% increments) with first vesting date of 4/15/2026 and final vesting date of 4/15/2028. 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.