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 28, 2019 Filed Mar 4, 2019 23:51 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | GrantStock Options (Right to buy) · Derivative | 9,946 | $0.00 Strike: $43.28 | $0.00 |
DisclosureSEC source: 0001562180-19-001605 · primarydocument.xml · derivative · entry 4 Canuso Dominic C · CIK 0001677653 · EVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,946 Underlying: Common Stock · 9,946 shares Expires 2026-02-28 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 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 23:51 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | GrantCommon Stock | 1,285 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-19-001605 · primarydocument.xml · nonDerivative · entry 2 Canuso Dominic C · CIK 0001677653 · EVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,087 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 23:51 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | GrantCommon Stock | 2,355 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-19-001605 · primarydocument.xml · nonDerivative · entry 1 Canuso Dominic C · CIK 0001677653 · EVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,802 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 |
| August 30, 2018 Filed Sep 4, 2018 16:48 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | PurchaseCommon Stock | 4,245 | $48.95 | $207,792.75 |
DisclosureSEC source: 0001562180-18-003807 · primarydocument.xml · nonDerivative · entry 1 Canuso Dominic C · CIK 0001677653 · EVP & CFO 10b5-1 filing: Not disclosed Ownership: Indirect · 401k Disclosed balance after: 4,646 Read SEC document |
| June 23, 2018 Filed Jun 25, 2018 21:58 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | Tax withholdingCommon Stock | 96 | $56.10 | $5,385.60 |
DisclosureSEC source: 0001562180-18-003096 · primarydocument.xml · nonDerivative · entry 1 Canuso Dominic C · CIK 0001677653 · EVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,447 Read SEC document |
| April 16, 2018 Filed Apr 20, 2018 14:02 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | Tax withholdingCommon Stock | 95 | $48.85 | $4,640.75 |
DisclosureSEC source: 0001562180-18-001929 · primarydocument.xml · nonDerivative · entry 1 Canuso Dominic C · CIK 0001677653 · EVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,543 Read SEC document |
| February 22, 2018 Filed Mar 1, 2018 23:22 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | GrantStock Options (Right to buy) · Derivative | 6,102 | $0.00 Strike: $48.40 | $0.00 |
DisclosureSEC source: 0001562180-18-001335 · primarydocument.xml · derivative · entry 3 Canuso Dominic C · CIK 0001677653 · EVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,102 Underlying: Common Stock · 6,102 shares Expires 2025-02-22 F1 · shares: 4 year vest (25%) beginning 4/15/18 and ending 4/15/22 F1 · derivative.exercise_date: 4 year vest (25%) beginning 4/15/18 and ending 4/15/22 Read SEC document |
| February 22, 2018 Filed Mar 1, 2018 23:22 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | GrantCommon Stock | 1,465 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-18-001335 · primarydocument.xml · nonDerivative · entry 1 Canuso Dominic C · CIK 0001677653 · EVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,638 F1 · kind: 4 year vest (25%) beginning 4/15/18 and ending 4/15/22 F1 · shares: 4 year vest (25%) beginning 4/15/18 and ending 4/15/22 Read SEC document |
| February 23, 2017 Filed Mar 1, 2017 22:14 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | GrantStock Options (Right to buy) · Derivative | 4,799 | $0.00 Strike: $47.05 | $0.00 |
DisclosureSEC source: 0001562180-17-001008 · primarydocument.xml · derivative · entry 3 Canuso Dominic C · CIK 0001677653 · EVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,799 Underlying: Common Stock · 4,799 shares Expires 2024-02-23 F1 · shares: 4 year vest (25% increments) beginning 4/15/17. F1 · derivative.exercise_date: 4 year vest (25% increments) beginning 4/15/17. Read SEC document |
| February 23, 2017 Filed Mar 1, 2017 22:14 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | GrantCommon Stock | 1,173 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-17-001008 · primarydocument.xml · nonDerivative · entry 1 Canuso Dominic C · CIK 0001677653 · EVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,173 F1 · shares: 4 year vest (25% increments) beginning 4/15/17. 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.