Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| WSFS FINANCIAL CORPWSFS · Entity 4058 | Director | August 08, 2025 | August 12, 2025 |
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 August 08, 2025 · Filed August 12, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 8,602 |
Reported balance
After 2025-08-08 transaction · row 1
1 source rowRow 1 · 2025-08-08 · Grant · Acquired 1,123 · Balance 8,602 |
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 |
|---|---|---|---|---|---|---|
| August 08, 2025 Filed Aug 12, 2025 20:18 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | GrantCommon Stock | 1,123 | $53.47 | $60,046.81 |
DisclosureSEC source: 0001562180-25-005720 · primarydocument.xml · nonDerivative · entry 1 FOSTER NANCY J · CIK 0001452292 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,602 Read SEC document |
| August 09, 2024 Filed Aug 13, 2024 16:22 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | GrantCommon Stock | 1,201 | $49.99 | $60,037.99 |
DisclosureSEC source: 0001562180-24-006206 · primarydocument.xml · nonDerivative · entry 1 FOSTER NANCY J · CIK 0001452292 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,479 Read SEC document |
| August 11, 2023 Filed Aug 15, 2023 17:36 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | GrantCommon Stock | 1,373 | $43.72 | $60,027.56 |
DisclosureSEC source: 0001562180-23-006332 · primarydocument.xml · nonDerivative · entry 1 FOSTER NANCY J · CIK 0001452292 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,278 Read SEC document |
| August 12, 2022 Filed Aug 17, 2022 17:09 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | GrantCommon Stock | 692 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-22-006154 · primarydocument.xml · nonDerivative · entry 1 FOSTER NANCY J · CIK 0001452292 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,905 Read SEC document |
| April 26, 2022 Filed Apr 27, 2022 19:24 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | PurchaseCommon Stock | 1,000 | $41.69 | $41,690.00 |
DisclosureSEC source: 0001562180-22-003550 · primarydocument.xml · nonDerivative · entry 1 FOSTER NANCY J · CIK 0001452292 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,213 F1 · price: Represents a weighted-average price. These shares were purchased in multiple transactions at prices ranging from $41.60 to $41.75, 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 |
| August 13, 2021 Filed Aug 17, 2021 20:41 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | GrantCommon Stock | 2,669 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-21-005347 · primarydocument.xml · nonDerivative · entry 1 FOSTER NANCY J · CIK 0001452292 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,213 Read SEC document |
| December 31, 2020 Filed Jan 4, 2021 16:40 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | GrantCommon Stock | 544 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-21-000014 · primarydocument.xml · nonDerivative · entry 1 FOSTER NANCY J · CIK 0001452292 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 544 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.