Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| WSFS FINANCIAL CORPWSFS · Entity 4058 | Executive Vice President | April 15, 2024 | April 17, 2024 |
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, 2024 · Filed April 17, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 149,687 |
Reported balance
After 2024-04-15 transaction · row 1
1 source rowRow 1 · 2024-04-15 · Tax withholding · Disposed 914 · Balance 149,687 F1: Represents shares withheld to cover taxes due on vested restricted stock units. |
| Common StockSEC Table I · non-derivative | IndirectIRA | 1,021 |
Reported balance
Holding disclosure · report date 2024-04-15 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 1,021 |
Filing footnotes · ownership attribution and instrument terms
F1: Represents shares withheld to cover taxes due on vested restricted stock units.
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, 2024 Filed Apr 17, 2024 22:51 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | Tax withholdingCommon Stock | 914 | $42.37 | $38,726.18 |
DisclosureSEC source: 0001562180-24-003458 · primarydocument.xml · nonDerivative · entry 1 Ward Patrick Joseph · CIK 0001682177 · Executive Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 149,687 F1 · shares: Represents shares withheld to cover taxes due on vested restricted stock units. Read SEC document |
| April 08, 2024 Filed Apr 10, 2024 19:08 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 1,472 | $0.00 Strike: $17.54 | $0.00 |
DisclosureSEC source: 0001562180-24-003377 · primarydocument.xml · derivative · entry 3 Ward Patrick Joseph · CIK 0001682177 · Executive Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,472 shares Expires 2024-04-17 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 |
| April 08, 2024 Filed Apr 10, 2024 19:08 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | Exercise / conversionCommon Stock | 1,472 | $17.54 | $25,818.88 |
DisclosureSEC source: 0001562180-24-003377 · primarydocument.xml · nonDerivative · entry 1 Ward Patrick Joseph · CIK 0001682177 · Executive Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 150,601 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 15, 2024 Filed Mar 19, 2024 23:45 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | Tax withholdingCommon Stock | 73 | $41.91 | $3,059.43 |
DisclosureSEC source: 0001562180-24-002850 · primarydocument.xml · nonDerivative · entry 1 Ward Patrick Joseph · CIK 0001682177 · Executive Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 150,250 F1 · shares: Represents shares withheld to cover taxes due on vested restricted stock units. Read SEC document |
| March 15, 2024 Filed Mar 26, 2024 22:58 UTC Amendment | WSFS FINANCIAL CORP WSFS · Entity 4058 | GiftCommon Stock | 1,121 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-24-003006 · primarydocument.xml · nonDerivative · entry 1 Ward Patrick Joseph · CIK 0001682177 · Executive Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 149,129 F1 · balance_after: Due to a clerical error, the original filing excluded certain shares of common stock donated by the reported person. This form has been amended to reflect the correct amount of securities beneficially owned including the disposal of shares of common stock following the reported transaction. Read SEC document |
| February 29, 2024 Filed Mar 4, 2024 23:02 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | GrantCommon Stock | 6,713 | $42.39 | $284,564.07 |
DisclosureSEC source: 0001562180-24-002132 · primarydocument.xml · nonDerivative · entry 1 Ward Patrick Joseph · CIK 0001682177 · Executive Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 150,323 F1 · shares: 3 year vest (33% increments) with first vesting date of 4/15/2025 and final vesting date of 4/15/2027 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 12, 2023 Filed Dec 14, 2023 18:51 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 4,424 | $0.00 Strike: $20.77 | $0.00 |
DisclosureSEC source: 0001562180-23-008365 · primarydocument.xml · derivative · entry 3 Ward Patrick Joseph · CIK 0001682177 · Executive Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 4,224 shares Expires 2023-12-17 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 |
| December 12, 2023 Filed Dec 14, 2023 18:51 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | Exercise / conversionCommon Stock | 4,424 | $20.77 | $91,886.48 |
DisclosureSEC source: 0001562180-23-008365 · primarydocument.xml · nonDerivative · entry 1 Ward Patrick Joseph · CIK 0001682177 · Executive Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 143,610 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 |
| December 11, 2023 Filed Dec 12, 2023 14:47 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | SaleCommon Stock | 2,227 | $41.50 | $92,412.04 |
DisclosureSEC source: 0001562180-23-008287 · primarydocument.xml · nonDerivative · entry 2 Ward Patrick Joseph · CIK 0001682177 · Executive Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 139,186 F2 · price: This transaction was executed in multiple trades at prices ranging from $41.473 USD to $41.54 USD; the price reported above reflects the weighted average sale price. Read SEC document |
| December 10, 2023 Filed Dec 12, 2023 14:47 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | Tax withholdingCommon Stock | 377 | $41.48 | $15,637.96 |
DisclosureSEC source: 0001562180-23-008287 · primarydocument.xml · nonDerivative · entry 1 Ward Patrick Joseph · CIK 0001682177 · Executive Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 141,413 F1 · shares: Represents shares withheld to cover taxes due on vested restricted stock units Read SEC document |
| April 15, 2023 Filed Apr 18, 2023 17:14 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | Tax withholdingCommon Stock | 1,255 | $36.69 | $46,045.95 |
DisclosureSEC source: 0001562180-23-003599 · primarydocument.xml · nonDerivative · entry 1 Ward Patrick Joseph · CIK 0001682177 · Executive Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 141,790 F1 · shares: Represents shares withheld to cover taxes due on vested restricted stock units Read SEC document |
| March 15, 2023 Filed Mar 17, 2023 13:44 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | Tax withholdingCommon Stock | 87 | $39.49 | $3,435.63 |
DisclosureSEC source: 0001562180-23-002889 · primarydocument.xml · nonDerivative · entry 1 Ward Patrick Joseph · CIK 0001682177 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 143,045 F1 · shares: Represents shares withheld to cover taxes due on vested restricted stock units Read SEC document |
| February 23, 2023 Filed Feb 27, 2023 21:42 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | GrantCommon Stock | 2,251 | $49.69 | $111,852.19 |
DisclosureSEC source: 0001562180-23-001919 · primarydocument.xml · nonDerivative · entry 1 Ward Patrick Joseph · CIK 0001682177 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 143,132 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 14, 2022 Filed Dec 16, 2022 16:56 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | Exercise / conversionStock Options (Right to buy) · Derivative | 1,305 | $0.00 Strike: $15.25 | $0.00 |
DisclosureSEC source: 0001562180-22-008327 · primarydocument.xml · derivative · entry 4 Ward Patrick Joseph · CIK 0001682177 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 3,787 shares Expires 2022-12-18 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 |
| December 14, 2022 Filed Dec 16, 2022 16:56 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | SaleCommon Stock | 1,305 | $46.38 | $60,525.25 |
DisclosureSEC source: 0001562180-22-008327 · primarydocument.xml · nonDerivative · entry 2 Ward Patrick Joseph · CIK 0001682177 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 140,881 F1 · kind: Represents a "net exercise" of outstanding stock options. The reporting person received 2,482 shares of common stock on net exercise of option to purchase 3,787 shares of common stock. The Company withheld 1,305 shares of common stock underlying the option for payment of the exercise price, using the closing stock price on December 14, 2022 of $46.3795, pursuant to terms of the 2018 Equity Incentive Plan. Read SEC document |
| December 14, 2022 Filed Dec 16, 2022 16:56 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | Exercise / conversionCommon Stock | 3,787 | $15.25 | $57,751.75 |
DisclosureSEC source: 0001562180-22-008327 · primarydocument.xml · nonDerivative · entry 1 Ward Patrick Joseph · CIK 0001682177 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 142,186 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 |
| December 10, 2022 Filed Dec 13, 2022 20:22 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | Tax withholdingCommon Stock | 377 | $46.38 | $17,485.26 |
DisclosureSEC source: 0001562180-22-008236 · primarydocument.xml · nonDerivative · entry 1 Ward Patrick Joseph · CIK 0001682177 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 138,399 F1 · shares: Represents shares withheld to cover taxes due on vested restricted stock units Read SEC document |
| August 31, 2022 Filed Sep 2, 2022 19:17 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | GrantCommon Stock | 795 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-22-006438 · primarydocument.xml · nonDerivative · entry 2 Ward Patrick Joseph · CIK 0001682177 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 138,776 F2 · shares: Fully vested by 3/15/25. Read SEC document |
| August 31, 2022 Filed Sep 2, 2022 19:17 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | GrantCommon Stock | 795 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-22-006438 · primarydocument.xml · nonDerivative · entry 1 Ward Patrick Joseph · CIK 0001682177 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 137,981 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 18:59 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | Tax withholdingCommon Stock | 985 | $41.78 | $41,153.30 |
DisclosureSEC source: 0001562180-22-003445 · primarydocument.xml · nonDerivative · entry 1 Ward Patrick Joseph · CIK 0001682177 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 137,186 F1 · shares: Represents shares withheld to cover taxes due on vested restricted stock units Read SEC document |
| February 24, 2022 Filed Feb 28, 2022 21:42 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | GrantCommon Stock | 5,353 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-22-001978 · primarydocument.xml · nonDerivative · entry 1 Ward Patrick Joseph · CIK 0001682177 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 138,171 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 01:11 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | Tax withholdingWSFS Common Stock | 377 | $49.78 | $18,767.06 |
DisclosureSEC source: 0001628280-21-025068 · wf-form4_163953066720627.xml · nonDerivative · entry 1 Ward Patrick Joseph · CIK 0001682177 · EVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 132,818 F1 · shares: Represents shares withheld to cover taxes due on vested restricted stock units. Read SEC document |
| November 18, 2021 Filed Nov 19, 2021 20:03 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | Exercise / conversionStock Options (Right to buy) · Derivative | 2,104 | $0.00 Strike: $14.23 | $0.00 |
DisclosureSEC source: 0001562180-21-007178 · primarydocument.xml · derivative · entry 3 Ward Patrick Joseph · CIK 0001682177 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 2,104 shares Expires 2021-12-13 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 |
| November 18, 2021 Filed Nov 19, 2021 20:03 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | Exercise / conversionCommon Stock | 2,104 | $14.23 | $29,939.92 |
DisclosureSEC source: 0001562180-21-007178 · primarydocument.xml · nonDerivative · entry 1 Ward Patrick Joseph · CIK 0001682177 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 133,195 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 |
| November 11, 2021 Filed Nov 12, 2021 19:42 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | SaleCommon Stock | 560 | $55.56 | $31,113.60 |
DisclosureSEC source: 0001562180-21-007012 · primarydocument.xml · nonDerivative · entry 1 Ward Patrick Joseph · CIK 0001682177 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 131,091 F1 · price: Represents a weighted-average price. These shares were sold in multiple transactions at prices ranging from $55.551 to $55.57, 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 |
| May 25, 2021 Filed May 27, 2021 21:03 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | GiftCommon Stock | 477 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-21-003787 · primarydocument.xml · nonDerivative · entry 1 Ward Patrick Joseph · CIK 0001682177 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 131,651 Read SEC document |
| April 15, 2021 Filed Apr 19, 2021 23:03 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | Tax withholdingCommon Stock | 596 | $49.92 | $29,752.32 |
DisclosureSEC source: 0001562180-21-002874 · primarydocument.xml · nonDerivative · entry 1 Ward Patrick Joseph · CIK 0001682177 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 132,128 F1 · shares: Represents shares withheld to cover taxes due on vested restricted stock units Read SEC document |
| March 03, 2021 Filed Mar 6, 2021 00:50 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | GrantStock Options (Right to buy) · Derivative | 8,068 | $0.00 Strike: $51.84 | $0.00 |
DisclosureSEC source: 0001562180-21-002044 · primarydocument.xml · derivative · entry 4 Ward Patrick Joseph · CIK 0001682177 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,068 Underlying: Common Stock · 8,068 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 00:50 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | GrantCommon Stock | 2,928 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-21-002044 · primarydocument.xml · nonDerivative · entry 2 Ward Patrick Joseph · CIK 0001682177 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 132,724 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 00:50 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | GrantCommon Stock | 2,564 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-21-002044 · primarydocument.xml · nonDerivative · entry 1 Ward Patrick Joseph · CIK 0001682177 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 129,796 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 21:45 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | GrantCommon Stock | 4,108 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-20-007256 · primarydocument.xml · nonDerivative · entry 1 Ward Patrick Joseph · CIK 0001682177 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 127,232 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 22:35 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | Tax withholdingCommon Stock | 435 | $23.24 | $10,109.40 |
DisclosureSEC source: 0001562180-20-003052 · primarydocument.xml · nonDerivative · entry 1 Ward Patrick Joseph · CIK 0001682177 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 123,124 F1 · shares: Represents shares withheld to cover taxes due on vested restricted stock units Read SEC document |
| February 27, 2020 Filed Mar 4, 2020 23:27 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | GrantStock Options (Right to buy) · Derivative | 11,617 | $0.00 Strike: $36.11 | $0.00 |
DisclosureSEC source: 0001562180-20-002178 · primarydocument.xml · derivative · entry 3 Ward Patrick Joseph · CIK 0001682177 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,617 Underlying: Common Stock · 11,617 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 23:27 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | GrantCommon Stock | 2,339 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-20-002178 · primarydocument.xml · nonDerivative · entry 1 Ward Patrick Joseph · CIK 0001682177 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 123,559 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 |
| October 21, 2019 Filed Oct 23, 2019 22:34 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 18,935 | $0.00 Strike: $15.85 | $0.00 |
DisclosureSEC source: 0001562180-19-005216 · primarydocument.xml · derivative · entry 3 Ward Patrick Joseph · CIK 0001682177 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 18,935 shares Expires 2019-10-25 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 |
| October 21, 2019 Filed Oct 23, 2019 22:34 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | Exercise / conversionCommon Stock | 18,935 | $15.85 | $300,119.75 |
DisclosureSEC source: 0001562180-19-005216 · primarydocument.xml · nonDerivative · entry 1 Ward Patrick Joseph · CIK 0001682177 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 121,220 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 |
| September 05, 2019 Filed Sep 9, 2019 20:41 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 1,893 | $0.00 Strike: $15.25 | $0.00 |
DisclosureSEC source: 0001562180-19-004697 · primarydocument.xml · derivative · entry 10 Ward Patrick Joseph · CIK 0001682177 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,787 Underlying: Common Stock · 1,893 shares Expires 2022-12-18 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 |
| September 05, 2019 Filed Sep 9, 2019 20:41 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 13,444 | $0.00 Strike: $15.85 | $0.00 |
DisclosureSEC source: 0001562180-19-004697 · primarydocument.xml · derivative · entry 9 Ward Patrick Joseph · CIK 0001682177 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,935 Underlying: Common Stock · 13,444 shares Expires 2019-10-25 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 |
| September 05, 2019 Filed Sep 9, 2019 20:41 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 625 | $0.00 Strike: $20.77 | $0.00 |
DisclosureSEC source: 0001562180-19-004697 · primarydocument.xml · derivative · entry 8 Ward Patrick Joseph · CIK 0001682177 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,424 Underlying: Common Stock · 625 shares Expires 2023-12-17 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 |
| September 05, 2019 Filed Sep 9, 2019 20:41 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | SaleCommon Stock | 13,444 | $41.95 | $563,950.26 |
DisclosureSEC source: 0001562180-19-004697 · primarydocument.xml · nonDerivative · entry 6 Ward Patrick Joseph · CIK 0001682177 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 102,285 F1 · price: Represents a weighted-average price. These shares were sold in multiple transactions at prices ranging from $41.79 to $42.26, 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 |
| September 05, 2019 Filed Sep 9, 2019 20:41 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | SaleCommon Stock | 1,893 | $41.95 | $79,407.75 |
DisclosureSEC source: 0001562180-19-004697 · primarydocument.xml · nonDerivative · entry 5 Ward Patrick Joseph · CIK 0001682177 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 115,729 F1 · price: Represents a weighted-average price. These shares were sold in multiple transactions at prices ranging from $41.79 to $42.26, 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 |
| September 05, 2019 Filed Sep 9, 2019 20:41 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | SaleCommon Stock | 625 | $41.95 | $26,217.56 |
DisclosureSEC source: 0001562180-19-004697 · primarydocument.xml · nonDerivative · entry 4 Ward Patrick Joseph · CIK 0001682177 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 117,622 F1 · price: Represents a weighted-average price. These shares were sold in multiple transactions at prices ranging from $41.79 to $42.26, 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 |
| September 05, 2019 Filed Sep 9, 2019 20:41 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | Exercise / conversionCommon Stock | 1,893 | $15.25 | $28,868.25 |
DisclosureSEC source: 0001562180-19-004697 · primarydocument.xml · nonDerivative · entry 3 Ward Patrick Joseph · CIK 0001682177 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 118,247 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 |
| September 05, 2019 Filed Sep 9, 2019 20:41 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | Exercise / conversionCommon Stock | 625 | $20.77 | $12,981.25 |
DisclosureSEC source: 0001562180-19-004697 · primarydocument.xml · nonDerivative · entry 2 Ward Patrick Joseph · CIK 0001682177 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 116,354 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 |
| September 05, 2019 Filed Sep 9, 2019 20:41 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | Exercise / conversionCommon Stock | 13,444 | $15.85 | $213,087.40 |
DisclosureSEC source: 0001562180-19-004697 · primarydocument.xml · nonDerivative · entry 1 Ward Patrick Joseph · CIK 0001682177 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 115,729 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 |
| April 15, 2019 Filed Apr 17, 2019 22:36 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | Tax withholdingCommon Stock | 130 | $40.98 | $5,327.40 |
DisclosureSEC source: 0001562180-19-002308 · primarydocument.xml · nonDerivative · entry 1 Ward Patrick Joseph · CIK 0001682177 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 102,285 F1 · shares: Represents shares withheld to cover taxes due on vested restricted stock units Read SEC document |
| February 28, 2019 Filed Mar 5, 2019 00:15 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | GrantStock Options (Right to buy) · Derivative | 8,966 | $0.00 Strike: $43.28 | $0.00 |
DisclosureSEC source: 0001562180-19-001615 · primarydocument.xml · derivative · entry 4 Ward Patrick Joseph · CIK 0001682177 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,966 Underlying: Common Stock · 8,966 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 5, 2019 00:15 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | GrantCommon Stock | 1,158 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-19-001615 · primarydocument.xml · nonDerivative · entry 2 Ward Patrick Joseph · CIK 0001682177 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 102,415 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 5, 2019 00:15 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | GrantCommon Stock | 2,123 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-19-001615 · primarydocument.xml · nonDerivative · entry 1 Ward Patrick Joseph · CIK 0001682177 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 101,257 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 |
| December 14, 2018 Filed Dec 14, 2018 16:26 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | Exercise / conversionStock Options (Right to buy) · Derivative | 4,313 | $10.41 Strike: $10.41 | $44,898.33 |
DisclosureSEC source: 0001562180-18-004940 · primarydocument.xml · derivative · entry 3 Ward Patrick Joseph · CIK 0001682177 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 59,455 Underlying: Common Stock · 4,313 shares Expires 2018-12-16 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.