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 |
|---|---|---|---|---|---|---|
| December 14, 2018 Filed Dec 14, 2018 16:26 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | Exercise / conversionCommon Stock | 4,313 | $10.41 | $44,898.33 |
DisclosureSEC source: 0001562180-18-004940 · primarydocument.xml · nonDerivative · entry 1 Ward Patrick Joseph · CIK 0001682177 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 99,134 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 |
| May 04, 2018 Filed May 7, 2018 12:29 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | SaleCommon Stock | 2,000 | $51.38 | $102,750.00 |
DisclosureSEC source: 0001562180-18-002309 · primarydocument.xml · nonDerivative · entry 1 Ward Patrick Joseph · CIK 0001682177 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 94,821 Read SEC document |
| April 16, 2018 Filed Apr 20, 2018 14:14 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | Tax withholdingCommon Stock | 32 | $48.45 | $1,550.40 |
DisclosureSEC source: 0001562180-18-001935 · primarydocument.xml · nonDerivative · entry 1 Ward Patrick Joseph · CIK 0001682177 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 96,821 Read SEC document |
| February 22, 2018 Filed Mar 2, 2018 00:13 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | GrantStock Options (Right to buy) · Derivative | 5,876 | $0.00 Strike: $48.40 | $0.00 |
DisclosureSEC source: 0001562180-18-001341 · primarydocument.xml · derivative · entry 3 Ward Patrick Joseph · CIK 0001682177 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,876 Underlying: Common Stock · 5,876 shares Expires 2018-02-22 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 2, 2018 00:13 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | GrantCommon Stock | 1,411 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-18-001341 · primarydocument.xml · nonDerivative · entry 1 Ward Patrick Joseph · CIK 0001682177 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 96,853 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 |
| December 04, 2017 Filed Dec 6, 2017 23:58 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | Exercise / conversionStock Options (Right to buy) · Derivative | 6,923 | $0.00 Strike: $18.00 | $0.00 |
DisclosureSEC source: 0001562180-17-003782 · 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 · 6,923 shares Expires 2017-12-18 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. F2 · shares: The 6,923 shares reflects the final approved and granted number of awards and differs from previously disclosed 6,447 shares per initial Form 4 filing dated August 16, 2016. Read SEC document |
| December 04, 2017 Filed Dec 6, 2017 23:58 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | Exercise / conversionCommon Stock | 6,923 | $18.00 | $124,614.00 |
DisclosureSEC source: 0001562180-17-003782 · primarydocument.xml · nonDerivative · entry 1 Ward Patrick Joseph · CIK 0001682177 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 95,442 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 · price: The $18.00 exercise price reflects the final approved and granted exercise price and differs from previously disclosed exercise price of $19.33 per initial Form 4 filing dated August 16, 2016. Read SEC document |
| November 20, 2017 Filed Nov 22, 2017 21:06 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 2,070 | $0.00 Strike: $18.00 | $0.00 |
DisclosureSEC source: 0001562180-17-003665 · 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 · 2,070 shares Expires 2017-12-18 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. F2 · derivative.exercise_price: The $18.00 exercise price reflects the final approved and granted exercise price and differs from previously disclosed exercise price of $19.33 per initial Form 4 filing dated August 16, 2016. F3 · shares: The 2,070 shares reflects the final approved and granted number of awards and differs from previously disclosed 1,928 shares per initial Form 4 filing dated August 16, 2016. Read SEC document |
| November 20, 2017 Filed Nov 22, 2017 21:06 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | SaleCommon Stock | 2,070 | $48.52 | $100,436.40 |
DisclosureSEC source: 0001562180-17-003665 · primarydocument.xml · nonDerivative · entry 2 Ward Patrick Joseph · CIK 0001682177 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 88,519 F1 · price: This transaction was executed in multiple trades at prices ranging from $48.50 USD to $48.65 USD; the price reported above reflects the weighted average sale price. Read SEC document |
| November 20, 2017 Filed Nov 22, 2017 21:06 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | Exercise / conversionCommon Stock | 2,070 | $18.00 | $37,260.00 |
DisclosureSEC source: 0001562180-17-003665 · primarydocument.xml · nonDerivative · entry 1 Ward Patrick Joseph · CIK 0001682177 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 90,589 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 |
| May 25, 2017 Filed May 31, 2017 22:01 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | GiftCommon Stock | 500 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-17-002103 · primarydocument.xml · nonDerivative · entry 1 Ward Patrick Joseph · CIK 0001682177 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 88,519 Read SEC document |
| February 23, 2017 Filed Mar 1, 2017 22:26 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | GrantStock Options (Right to buy) · Derivative | 1,846 | $0.00 Strike: $47.05 | $0.00 |
DisclosureSEC source: 0001562180-17-001016 · primarydocument.xml · derivative · entry 2 Ward Patrick Joseph · CIK 0001682177 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,846 Underlying: Common Stock · 1,846 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 22:26 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | GrantCommon Stock | 451 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-17-001016 · primarydocument.xml · nonDerivative · entry 1 Ward Patrick Joseph · CIK 0001682177 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 89,019 F1 · kind: 4 year vest (25% increments) beginning 4/15/17. F1 · shares: 4 year vest (25% increments) beginning 4/15/17. Read SEC document |
| December 02, 2016 Filed Dec 7, 2016 00:50 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | Exercise / conversionStock Options (Right to buy) · Derivative | 5,049 | $0.00 Strike: $19.02 | $0.00 |
DisclosureSEC source: 0001562180-16-003691 · primarydocument.xml · derivative · entry 2 Ward Patrick Joseph · CIK 0001682177 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 5.049 shares Expires 2016-12-19 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: The $19.02 exercise price reflects the final approved and granted exercise price and differs from previously disclosed exercise price of $20.42 per initial Form 4 filing dated August 16, 2016. F2 · shares: The 5,049 shares reflects the final approved and granted number of awards and differs from previously disclosed 4,702 shares per initial Form 4 filing dated August 16, 2016. F2 · derivative.underlying_shares: The 5,049 shares reflects the final approved and granted number of awards and differs from previously disclosed 4,702 shares per initial Form 4 filing dated August 16, 2016. Read SEC document |
| December 02, 2016 Filed Dec 7, 2016 00:50 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | Exercise / conversionCommon Stock | 5,049 | $19.02 | $96,031.98 |
DisclosureSEC source: 0001562180-16-003691 · primarydocument.xml · nonDerivative · entry 1 Ward Patrick Joseph · CIK 0001682177 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 88,568 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 10, 2016 Filed Nov 15, 2016 01:05 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | Exercise / conversionStock Options (Right to buy) · Derivative | 2,524 | $39.01 Strike: $19.02 | $98,461.24 |
DisclosureSEC source: 0001562180-16-003477 · 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 · 2,524 shares Expires 2016-12-19 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: The $19.02 exercise price reflects the final approved and granted exercise price and differs from previously disclosed exercise price of $20.42 per initial Form 4 filing dated August 16, 2016. F2 · shares: The 2,524 shares reflects the final approved and granted number of awards and differs from previously disclosed 2,351 shares per initial Form 4 filing dated August 16, 2016. Read SEC document |
| November 10, 2016 Filed Nov 15, 2016 01:05 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | SaleCommon Stock | 2,524 | $39.01 | $98,461.24 |
DisclosureSEC source: 0001562180-16-003477 · primarydocument.xml · nonDerivative · entry 2 Ward Patrick Joseph · CIK 0001682177 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 83,519 Read SEC document |
| November 10, 2016 Filed Nov 15, 2016 01:05 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | Exercise / conversionCommon Stock | 2,524 | $19.02 | $48,006.48 |
DisclosureSEC source: 0001562180-16-003477 · primarydocument.xml · nonDerivative · entry 1 Ward Patrick Joseph · CIK 0001682177 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 86,043 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.