Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Bancorp, Inc.TBBK · Entity 4314 | EVP & Chief Financial Officer | February 27, 2026 | March 02, 2026 |
| WSFS FINANCIAL CORPWSFS · Entity 4058 | EVP & CFO | April 15, 2023 | April 18, 2023 |
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.
Bancorp, Inc.
Report date February 27, 2026 · Filed March 02, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 18,169 |
Ending reported balance
After 2026-02-27 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2026-02-27 · Purchase · Acquired 1,000 · Balance 17,169 Row 2 · 2026-02-27 · Purchase · Acquired 1,000 · Balance 18,169 |
WSFS FINANCIAL CORP
Report date April 15, 2023 · Filed April 18, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 21,382 |
Reported balance
After 2023-04-15 transaction · row 1
1 source rowRow 1 · 2023-04-15 · Tax withholding · Disposed 2,648 · Balance 21,382 F1: Represents shares withheld to cover taxes due on vested restricted stock units |
| Common StockSEC Table I · non-derivative | Indirect401k | 5,826 |
Reported balance
Holding disclosure · report date 2023-04-15 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 5,826 |
Filing footnotes · ownership attribution and instrument terms
F1: Represents shares withheld to cover taxes due on vested restricted stock units
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
Capital Bancorp Inc
Report date November 12, 2025 · Filed November 13, 2025
Section 16 reporting ended · disclosed 2025-11-13. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 1,434 |
Reported balance
After 2025-11-12 transaction · row 1
1 source rowRow 1 · 2025-11-12 · Sale · Disposed 3,400 · Balance 1,434 |
| Stock OptionsSEC Table II · derivative / convertible security · Conversion / exercise price $21.57 · Expires 2029-07-15 | Direct | 500 |
Reported balance
Holding disclosure · report date 2025-11-12 · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · Balance 500 F1: The 2000 Stock Options were scheduled to vest in four equal annual installments beginning on the first anniversary of the date of grant. 500 Stock Options vested on 7/15/2025 and the remaining 1500 Stock Options were forfeited upon the reporting person's resignation on 10/27/2025. |
Filing footnotes · ownership attribution and instrument terms
F1: The 2000 Stock Options were scheduled to vest in four equal annual installments beginning on the first anniversary of the date of grant. 500 Stock Options vested on 7/15/2025 and the remaining 1500 Stock Options were forfeited upon the reporting person's resignation on 10/27/2025.
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 27, 2026 Filed Mar 2, 2026 21:02 UTC | Bancorp, Inc. TBBK · Entity 4314 | PurchaseCommon Stock | 1,000 | $55.51 | $55,510.00 |
DisclosureSEC source: 0002039852-26-000044 · ownership.xml · nonDerivative · entry 2 Canuso Dominic C · CIK 0001677653 · EVP & Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 18,169 Read SEC document |
| February 27, 2026 Filed Mar 2, 2026 21:02 UTC | Bancorp, Inc. TBBK · Entity 4314 | PurchaseCommon Stock | 1,000 | $55.00 | $55,000.00 |
DisclosureSEC source: 0002039852-26-000044 · ownership.xml · nonDerivative · entry 1 Canuso Dominic C · CIK 0001677653 · EVP & Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 17,169 Read SEC document |
| February 10, 2026 Filed Feb 10, 2026 23:34 UTC | Bancorp, Inc. TBBK · Entity 4314 | PurchaseCommon Stock | 2,000 | $60.54 | $121,074.00 |
DisclosureSEC source: 0002039852-26-000021 · ownership.xml · nonDerivative · entry 4 Canuso Dominic C · CIK 0001677653 · EVP & Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 16,169 F3 · price: Shares were purchased at prices ranging from $59.49 to $61.23 Read SEC document |
| February 09, 2026 Filed Feb 10, 2026 23:34 UTC | Bancorp, Inc. TBBK · Entity 4314 | GrantCommon Stock | 9,669 | Not disclosed | Not disclosed |
DisclosureSEC source: 0002039852-26-000021 · ownership.xml · nonDerivative · entry 3 Canuso Dominic C · CIK 0001677653 · EVP & Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 14,169 F2 · price: The Reporting Person was granted restricted stock units, each of which represents the right to receive one share of common stock of The Bancorp, Inc. upon vesting. The restricted stock units shall vest annually in three equal installments. Read SEC document |
| February 09, 2026 Filed Feb 10, 2026 23:34 UTC | Bancorp, Inc. TBBK · Entity 4314 | PurchaseCommon Stock | 800 | $62.00 | $49,602.88 |
DisclosureSEC source: 0002039852-26-000021 · ownership.xml · nonDerivative · entry 2 Canuso Dominic C · CIK 0001677653 · EVP & Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,500 F1 · price: Shares were purchased at prices ranging from $61.99 to $62.02. Read SEC document |
| February 06, 2026 Filed Feb 10, 2026 23:34 UTC | Bancorp, Inc. TBBK · Entity 4314 | PurchaseCommon Stock | 200 | $60.50 | $12,100.00 |
DisclosureSEC source: 0002039852-26-000021 · ownership.xml · nonDerivative · entry 1 Canuso Dominic C · CIK 0001677653 · EVP & Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,700 Read SEC document |
| November 14, 2025 Filed Nov 14, 2025 21:02 UTC | Bancorp, Inc. TBBK · Entity 4314 | PurchaseCommon Stock | 1,800 | $61.24 | $110,228.40 |
DisclosureSEC source: 0002039852-25-000187 · ownership.xml · nonDerivative · entry 2 Canuso Dominic C · CIK 0001677653 · EVP & Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,500 Read SEC document |
| November 12, 2025 Filed Nov 13, 2025 23:35 UTC | Capital Bancorp Inc CBNK · Entity 5367 | SaleCommon Stock | 3,400 | $27.95 | $95,030.00 |
DisclosureSEC source: 0001628280-25-052152 · wk-form4_1763076901.xml · nonDerivative · entry 1 Canuso Dominic C · CIK 0001677653 · Former EVP, CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,434 Read SEC document |
| November 12, 2025 Filed Nov 14, 2025 21:02 UTC | Bancorp, Inc. TBBK · Entity 4314 | PurchaseCommon Stock | 1,700 | $64.64 | $109,887.15 |
DisclosureSEC source: 0002039852-25-000187 · ownership.xml · nonDerivative · entry 1 Canuso Dominic C · CIK 0001677653 · EVP & Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,700 Read SEC document |
| July 31, 2025 Filed Jul 31, 2025 19:04 UTC | Capital Bancorp Inc CBNK · Entity 5367 | PurchaseCommon Stock | 600 | $31.11 | $18,666.00 |
DisclosureSEC source: 0001628280-25-036956 · wk-form4_1753988668.xml · nonDerivative · entry 1 Canuso Dominic C · CIK 0001677653 · EVP, Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,834 Read SEC document |
| July 15, 2025 Filed Jul 16, 2025 19:14 UTC | Capital Bancorp Inc CBNK · Entity 5367 | Exercise / conversionRestricted Stock Units · Derivative | 1,150 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-25-035050 · wk-form4_1752693258.xml · derivative · entry 3 Canuso Dominic C · CIK 0001677653 · EVP, Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,300 Underlying: Common Stock · 1,150 shares Expires not disclosed 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. F1 · derivative.exercise_price: Each Restricted Stock Unit represents the right to receive one share of common stock. F2 · derivative.exercise_date: The Restricted Stock Unit will vest in three equal annual installments beginning 7/15/2025. F2 · derivative.expiration_date: The Restricted Stock Unit will vest in three equal annual installments beginning 7/15/2025. Read SEC document |
| July 15, 2025 Filed Jul 16, 2025 19:14 UTC | Capital Bancorp Inc CBNK · Entity 5367 | Tax withholdingCommon Stock | 316 | $35.68 | $11,274.88 |
DisclosureSEC source: 0001628280-25-035050 · wk-form4_1752693258.xml · nonDerivative · entry 2 Canuso Dominic C · CIK 0001677653 · EVP, Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,234 Read SEC document |
| July 15, 2025 Filed Jul 16, 2025 19:14 UTC | Capital Bancorp Inc CBNK · Entity 5367 | Exercise / conversionCommon Stock | 1,150 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-25-035050 · wk-form4_1752693258.xml · nonDerivative · entry 1 Canuso Dominic C · CIK 0001677653 · EVP, Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,550 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 |
| March 12, 2025 Filed Mar 14, 2025 20:33 UTC | Capital Bancorp Inc CBNK · Entity 5367 | PurchaseCommon Stock | 225 | $28.20 | $6,345.00 |
DisclosureSEC source: 0001628280-25-012835 · wk-form4_1741984392.xml · nonDerivative · entry 2 Canuso Dominic C · CIK 0001677653 · EVP, Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,400 Read SEC document |
| March 12, 2025 Filed Mar 14, 2025 20:33 UTC | Capital Bancorp Inc CBNK · Entity 5367 | PurchaseCommon Stock | 675 | $28.15 | $19,001.25 |
DisclosureSEC source: 0001628280-25-012835 · wk-form4_1741984392.xml · nonDerivative · entry 1 Canuso Dominic C · CIK 0001677653 · EVP, Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,175 Read SEC document |
| March 04, 2025 Filed Mar 5, 2025 21:23 UTC | Capital Bancorp Inc CBNK · Entity 5367 | PurchaseCommon Stock | 374 | $29.50 | $11,033.00 |
DisclosureSEC source: 0001628280-25-010488 · wk-form4_1741209798.xml · nonDerivative · entry 2 Canuso Dominic C · CIK 0001677653 · EVP, Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,500 Read SEC document |
| March 04, 2025 Filed Mar 5, 2025 21:23 UTC | Capital Bancorp Inc CBNK · Entity 5367 | PurchaseCommon Stock | 126 | $29.00 | $3,654.00 |
DisclosureSEC source: 0001628280-25-010488 · wk-form4_1741209798.xml · nonDerivative · entry 1 Canuso Dominic C · CIK 0001677653 · EVP, Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,126 Read SEC document |
| March 03, 2025 Filed Mar 5, 2025 21:23 UTC | Capital Bancorp Inc CBNK · Entity 5367 | GrantStock Options · Derivative | 1,754 | $0.00 Strike: $30.51 | $0.00 |
DisclosureSEC source: 0001628280-25-010488 · wk-form4_1741209798.xml · derivative · entry 4 Canuso Dominic C · CIK 0001677653 · EVP, Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,754 Underlying: Common Stock · 1,754 shares Expires 2030-03-03 F3 · derivative.exercise_date: The Stock Options vest in four equal annual installments beginning on the first anniversary of the date of grant. Read SEC document |
| March 03, 2025 Filed Mar 5, 2025 21:23 UTC | Capital Bancorp Inc CBNK · Entity 5367 | GrantRestricted Stock Units · Derivative | 473 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-25-010488 · wk-form4_1741209798.xml · derivative · entry 3 Canuso Dominic C · CIK 0001677653 · EVP, Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 473 Underlying: Common Stock · 473 shares Expires not disclosed F1 · derivative.exercise_price: Each Restricted Stock Unit represents the right to receive one share of common stock. F2 · derivative.exercise_date: The Restricted Stock Unit will vest in four equal annual installments beginning 3/3/2026. F2 · derivative.expiration_date: The Restricted Stock Unit will vest in four equal annual installments beginning 3/3/2026. Read SEC document |
| November 04, 2024 Filed Nov 4, 2024 19:32 UTC | Capital Bancorp Inc CBNK · Entity 5367 | PurchaseCommon Stock | 300 | $25.59 | $7,677.00 |
DisclosureSEC source: 0001628280-24-044934 · wk-form4_1730748748.xml · nonDerivative · entry 6 Canuso Dominic C · CIK 0001677653 · EVP, Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,000 Read SEC document |
| November 04, 2024 Filed Nov 4, 2024 19:32 UTC | Capital Bancorp Inc CBNK · Entity 5367 | PurchaseCommon Stock | 119 | $25.52 | $3,036.88 |
DisclosureSEC source: 0001628280-24-044934 · wk-form4_1730748748.xml · nonDerivative · entry 5 Canuso Dominic C · CIK 0001677653 · EVP, Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,700 Read SEC document |
| November 04, 2024 Filed Nov 4, 2024 19:32 UTC | Capital Bancorp Inc CBNK · Entity 5367 | PurchaseCommon Stock | 99 | $25.51 | $2,525.49 |
DisclosureSEC source: 0001628280-24-044934 · wk-form4_1730748748.xml · nonDerivative · entry 4 Canuso Dominic C · CIK 0001677653 · EVP, Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,581 Read SEC document |
| November 04, 2024 Filed Nov 4, 2024 19:32 UTC | Capital Bancorp Inc CBNK · Entity 5367 | PurchaseCommon Stock | 1 | $25.50 | $25.50 |
DisclosureSEC source: 0001628280-24-044934 · wk-form4_1730748748.xml · nonDerivative · entry 3 Canuso Dominic C · CIK 0001677653 · EVP, Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,482 Read SEC document |
| November 04, 2024 Filed Nov 4, 2024 19:32 UTC | Capital Bancorp Inc CBNK · Entity 5367 | PurchaseCommon Stock | 296 | $25.49 | $7,545.04 |
DisclosureSEC source: 0001628280-24-044934 · wk-form4_1730748748.xml · nonDerivative · entry 2 Canuso Dominic C · CIK 0001677653 · EVP, Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,481 Read SEC document |
| November 04, 2024 Filed Nov 4, 2024 19:32 UTC | Capital Bancorp Inc CBNK · Entity 5367 | PurchaseCommon Stock | 185 | $25.48 | $4,713.80 |
DisclosureSEC source: 0001628280-24-044934 · wk-form4_1730748748.xml · nonDerivative · entry 1 Canuso Dominic C · CIK 0001677653 · EVP, Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,185 Read SEC document |
| November 01, 2024 Filed Nov 1, 2024 20:13 UTC | Capital Bancorp Inc CBNK · Entity 5367 | PurchaseCommon Stock | 149 | $25.44 | $3,790.56 |
DisclosureSEC source: 0001628280-24-044753 · wk-form4_1730492028.xml · nonDerivative · entry 4 Canuso Dominic C · CIK 0001677653 · EVP, Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,000 Read SEC document |
| November 01, 2024 Filed Nov 1, 2024 20:13 UTC | Capital Bancorp Inc CBNK · Entity 5367 | PurchaseCommon Stock | 493 | $25.42 | $12,532.06 |
DisclosureSEC source: 0001628280-24-044753 · wk-form4_1730492028.xml · nonDerivative · entry 3 Canuso Dominic C · CIK 0001677653 · EVP, Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 851 Read SEC document |
| November 01, 2024 Filed Nov 1, 2024 20:13 UTC | Capital Bancorp Inc CBNK · Entity 5367 | PurchaseCommon Stock | 348 | $25.41 | $8,842.68 |
DisclosureSEC source: 0001628280-24-044753 · wk-form4_1730492028.xml · nonDerivative · entry 2 Canuso Dominic C · CIK 0001677653 · EVP, Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 358 Read SEC document |
| November 01, 2024 Filed Nov 1, 2024 20:13 UTC | Capital Bancorp Inc CBNK · Entity 5367 | PurchaseCommon Stock | 10 | $25.25 | $252.50 |
DisclosureSEC source: 0001628280-24-044753 · wk-form4_1730492028.xml · nonDerivative · entry 1 Canuso Dominic C · CIK 0001677653 · EVP, Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10 Read SEC document |
| July 15, 2024 Filed Jul 16, 2024 17:49 UTC | Capital Bancorp Inc CBNK · Entity 5367 | GrantStock Options · Derivative | 2,000 | $0.00 Strike: $21.57 | $0.00 |
DisclosureSEC source: 0001628280-24-031948 · wk-form4_1721152138.xml · derivative · entry 2 Canuso Dominic C · CIK 0001677653 · EVP, Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,000 Underlying: Common Stock · 2,000 shares Expires 2029-07-15 F3 · derivative.exercise_date: The Stock Options vest in four equal annual installments beginning on the first anniversary of the date of grant. Read SEC document |
| July 15, 2024 Filed Jul 16, 2024 17:49 UTC | Capital Bancorp Inc CBNK · Entity 5367 | GrantRestricted Stock Units · Derivative | 3,450 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-24-031948 · wk-form4_1721152138.xml · derivative · entry 1 Canuso Dominic C · CIK 0001677653 · EVP, Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,450 Underlying: Common Stock · 3,450 shares Expires not disclosed F1 · derivative.exercise_price: Each Restricted Stock Unit represents the right to receive one share of common stock. F2 · derivative.exercise_date: The Restricted Stock Unit will vest in three equal annual installments beginning 7/15/2025. F2 · derivative.expiration_date: The Restricted Stock Unit will vest in three equal annual installments beginning 7/15/2025. Read SEC document |
| April 15, 2023 Filed Apr 18, 2023 17:13 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | Tax withholdingCommon Stock | 2,648 | $36.69 | $97,155.12 |
DisclosureSEC source: 0001562180-23-003592 · primarydocument.xml · nonDerivative · entry 1 Canuso Dominic C · CIK 0001677653 · EVP & CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 21,382 F1 · shares: Represents shares withheld to cover taxes due on vested restricted stock units Read SEC document |
| March 15, 2023 Filed Mar 17, 2023 13:43 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | Tax withholdingCommon Stock | 166 | $39.49 | $6,555.34 |
DisclosureSEC source: 0001562180-23-002885 · primarydocument.xml · nonDerivative · entry 1 Canuso Dominic C · CIK 0001677653 · EVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,030 F1 · shares: Represents shares withheld to cover taxes due on vested restricted stock units Read SEC document |
| February 27, 2023 Filed Feb 27, 2023 21:43 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | GrantCommon Stock | 2,883 | $49.69 | $143,256.27 |
DisclosureSEC source: 0001562180-23-001925 · primarydocument.xml · nonDerivative · entry 1 Canuso Dominic C · CIK 0001677653 · EVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,196 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 20:21 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | Tax withholdingCommon Stock | 1,008 | $46.38 | $46,751.04 |
DisclosureSEC source: 0001562180-22-008233 · primarydocument.xml · nonDerivative · entry 1 Canuso Dominic C · CIK 0001677653 · EVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,313 F1 · shares: Represents shares withheld to cover taxes due on vested restricted stock units Read SEC document |
| August 31, 2022 Filed Sep 2, 2022 19:12 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | GrantCommon Stock | 894 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-22-006435 · primarydocument.xml · nonDerivative · entry 2 Canuso Dominic C · CIK 0001677653 · EVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,321 F2 · shares: Fully vested by 3/15/25. Read SEC document |
| August 31, 2022 Filed Sep 2, 2022 19:12 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | GrantCommon Stock | 894 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-22-006435 · primarydocument.xml · nonDerivative · entry 1 Canuso Dominic C · CIK 0001677653 · EVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,427 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 19:00 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | Tax withholdingCommon Stock | 2,638 | $41.78 | $110,215.64 |
DisclosureSEC source: 0001562180-22-003450 · primarydocument.xml · nonDerivative · entry 1 Canuso Dominic C · CIK 0001677653 · EVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,533 F1 · shares: Represents shares withheld to cover taxes due on vested restricted stock units Read SEC document |
| February 24, 2022 Filed Feb 28, 2022 21:41 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | GrantCommon Stock | 6,352 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-22-001975 · primarydocument.xml · nonDerivative · entry 1 Canuso Dominic C · CIK 0001677653 · EVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,171 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 00:35 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | Tax withholdingWSFS Common Stock | 1,008 | $49.78 | $50,178.24 |
DisclosureSEC source: 0001628280-21-025065 · wf-form4_163952853370243.xml · nonDerivative · entry 1 Canuso Dominic C · CIK 0001677653 · EVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,819 F1 · shares: Represents shares withheld to cover taxes due on vested restricted stock units. Read SEC document |
| April 15, 2021 Filed Apr 19, 2021 22:39 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | Tax withholdingCommon Stock | 1,283 | $49.92 | $64,047.36 |
DisclosureSEC source: 0001562180-21-002866 · primarydocument.xml · nonDerivative · entry 1 Canuso Dominic C · CIK 0001677653 · EVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,827 F1 · shares: Represents shares withheld to cover taxes due on vested restricted stock units Read SEC document |
| March 03, 2021 Filed Mar 6, 2021 00:12 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | GrantStock Options (Right to buy) · Derivative | 9,300 | $0.00 Strike: $51.84 | $0.00 |
DisclosureSEC source: 0001562180-21-002039 · primarydocument.xml · derivative · entry 4 Canuso Dominic C · CIK 0001677653 · EVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,300 Underlying: Common Stock · 9,300 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 · 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 00:12 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | GrantCommon Stock | 3,376 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-21-002039 · primarydocument.xml · nonDerivative · entry 2 Canuso Dominic C · CIK 0001677653 · EVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,110 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 00:12 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | GrantCommon Stock | 2,956 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-21-002039 · primarydocument.xml · nonDerivative · entry 1 Canuso Dominic C · CIK 0001677653 · EVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,734 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 21:30 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | GrantCommon Stock | 4,633 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-20-007252 · primarydocument.xml · nonDerivative · entry 1 Canuso Dominic C · CIK 0001677653 · EVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,778 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 22:36 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | Tax withholdingCommon Stock | 1,279 | $23.24 | $29,723.96 |
DisclosureSEC source: 0001562180-20-003058 · primarydocument.xml · nonDerivative · entry 1 Canuso Dominic C · CIK 0001677653 · EVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,145 F1 · shares: Represents shares withheld to cover taxes due on vested restricted stock units Read SEC document |
| February 27, 2020 Filed Mar 4, 2020 23:28 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | GrantStock Options (Right to buy) · Derivative | 13,069 | $0.00 Strike: $36.11 | $0.00 |
DisclosureSEC source: 0001562180-20-002181 · primarydocument.xml · derivative · entry 3 Canuso Dominic C · CIK 0001677653 · EVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,069 Underlying: Common Stock · 13,069 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 4, 2020 23:28 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | GrantCommon Stock | 2,631 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-20-002181 · primarydocument.xml · nonDerivative · entry 1 Canuso Dominic C · CIK 0001677653 · EVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,424 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 23, 2019 Filed Jun 26, 2019 18:38 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | Tax withholdingCommon Stock | 81 | $40.48 | $3,278.88 |
DisclosureSEC source: 0001562180-19-003642 · primarydocument.xml · nonDerivative · entry 1 Canuso Dominic C · CIK 0001677653 · EVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,793 Read SEC document |
| April 15, 2019 Filed Apr 17, 2019 22:13 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | Tax withholdingCommon Stock | 213 | $40.98 | $8,728.74 |
DisclosureSEC source: 0001562180-19-002302 · primarydocument.xml · nonDerivative · entry 1 Canuso Dominic C · CIK 0001677653 · EVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,874 F1 · kind: 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.