person · Reporting owner

MORGAN CALVERT A JR

Disclosed activity across 2 companies

Tapewire entity: 94479
SEC CIK: 0001228541

Reported relationships

Latest disclosed role at each company.

Company	Last reported as	Report date	Published
WSFS FINANCIAL CORPWSFS · Entity 4058	Director	August 10, 2018	August 14, 2018

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 10, 2018 · Filed August 14, 2018

Security / award	Ownership account	Disclosed shares / units	Disclosure context
Common StockSEC Table I · non-derivative	Direct	21,975	Reported balance After 2018-08-10 transaction · row 1 1 source row Row 1 · 2018-08-10 · Grant · Acquired 692 · Balance 21,975
Common StockSEC Table I · non-derivative	IndirectIRA	10,200	Reported balance Holding disclosure · report date 2018-08-10 · row 2 Holding and transaction disclosures are not merged. 1 source row Row 2 · Balance 10,200

Past disclosures · reporting ended (1)

No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.

CHESAPEAKE UTILITIES CORP

Report date December 31, 2023 · Filed February 09, 2024

Section 16 reporting ended · disclosed 2024-02-09. Current position is not established by this disclosure.

Security / award	Ownership account	Disclosed shares / units	Disclosure context
Common StockSEC Table I · non-derivative	Direct	47,954	Reported balance Holding disclosure · report date 2023-12-31 · row 1 Holding and transaction disclosures are not merged. 1 source row Row 1 · Balance 47,954

Transaction history

JSON API

Purchases/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
May 05, 2021 Filed May 7, 2021 20:17 UTC	CHESAPEAKE UTILITIES CORP CPK · Entity 4195	GrantCommon Stock	683	$117.11	$79,986.13	Disclosure SEC source: 0001228532-21-000027 · primary_doc.xml · nonDerivative · entry 1 MORGAN CALVERT A JR · CIK 0001228541 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 47,302 Read SEC document
May 07, 2020 Filed May 12, 2020 00:33 UTC	CHESAPEAKE UTILITIES CORP CPK · Entity 4195	GrantCommon Stock	887	$84.47	$74,924.89	Disclosure SEC source: 0001228532-20-000025 · primary_doc.xml · nonDerivative · entry 1 MORGAN CALVERT A JR · CIK 0001228541 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 46,619 Read SEC document
May 08, 2019 Filed May 10, 2019 23:53 UTC	CHESAPEAKE UTILITIES CORP CPK · Entity 4195	GrantCommon Stock	751	$93.14	$69,948.14	Disclosure SEC source: 0001228532-19-000022 · primary_doc.xml · nonDerivative · entry 1 MORGAN CALVERT A JR · CIK 0001228541 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 45,732 Read SEC document
August 10, 2018 Filed Aug 14, 2018 19:19 UTC	WSFS FINANCIAL CORP WSFS · Entity 4058	GrantCommon Stock	692	$0.00	$0.00	Disclosure SEC source: 0001562180-18-003583 · primarydocument.xml · nonDerivative · entry 1 MORGAN CALVERT A JR · CIK 0001228541 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,975 Read SEC document
May 09, 2018 Filed May 12, 2018 01:27 UTC	CHESAPEAKE UTILITIES CORP CPK · Entity 4195	GrantCommon Stock	792	$75.70	$59,954.40	Disclosure SEC source: 0001228532-18-000028 · primary_doc.xml · nonDerivative · entry 1 MORGAN CALVERT A JR · CIK 0001228541 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 44,981 Read SEC document
February 22, 2018 Filed Feb 22, 2018 22:03 UTC Amendment	WSFS FINANCIAL CORP WSFS · Entity 4058	OtherCommon	0	$0.00	$0.00	Disclosure SEC source: 0001562180-18-001138 · primarydocument.xml · nonDerivative · entry 1 MORGAN CALVERT A JR · CIK 0001228541 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · IRA Disclosed balance after: 10,200 F1 · balance_after: Amendment to Form 4 filed on August 15, 2017 to properly include securities indirectly owned in an IRA. These shares were disclosed in previous Form 4's but were inadvertently omitted from the filing on August 15, 2017. Read SEC document
August 11, 2017 Filed Aug 15, 2017 21:07 UTC	WSFS FINANCIAL CORP WSFS · Entity 4058	GrantCommon Stock	809	$43.30	$35,029.70	Disclosure SEC source: 0001562180-17-002684 · primarydocument.xml · nonDerivative · entry 1 MORGAN CALVERT A JR · CIK 0001228541 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,283 Read SEC document
May 03, 2017 Filed May 5, 2017 21:45 UTC	CHESAPEAKE UTILITIES CORP CPK · Entity 4195	GrantCommon Stock	835	$71.80	$59,953.00	Disclosure SEC source: 0001228532-17-000031 · primary_doc.xml · nonDerivative · entry 1 MORGAN CALVERT A JR · CIK 0001228541 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 44,189 Read SEC document
May 04, 2002 Filed May 6, 2022 23:53 UTC	CHESAPEAKE UTILITIES CORP CPK · Entity 4195	GrantCommon Stock	652	$130.36	$84,994.72	Disclosure SEC source: 0001228532-22-000032 · primary_doc.xml · nonDerivative · entry 1 MORGAN CALVERT A JR · CIK 0001228541 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 47,954 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.