| Due Diligence for Asset Managers |
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| WSFS Financial Corp | |
|---|---|
| Ticker | WSFS |
| CIK # | 0000828944 |
| CUSIP | 929328102 |
| Sector | Finance - National Commercial Banks |
| Address | 838 Market St, Wilmington, DE 19801 |
| Source | [EDGAR] |
| CIK | Filing | 2011 - 2026 |
|---|---|---|
| [0000828944] | 10-K | |
| [0000828944] | 10-Q | |
| [0000828944] | 3 | |
| [0000828944] | 4 | |
| [0000828944] | 8-K | |
| [0000828944] | SC 13G |
| Insider Transaction (Form 3/4/5) | Date | Action | Shares | Price | Value ($) |
|---|---|---|---|---|---|
|
Brubaker Lisa M
Employee Stock Option (right to buy) · derivative
|
2026-02-27 | Option exercise | 6,809 | $0.00 | |
|
Levenson Rodger
Common Stock
|
2026-02-27 | Tax withheld | 10,015 | $63.51 | 636,053 |
|
Levenson Rodger
Employee Stock Option (right to buy) · derivative
|
2026-02-27 | Option exercise | 12,991 | $0.00 | |
|
Levenson Rodger
Common Stock
|
2026-02-27 | Option exercise | 12,991 | $43.28 | 562,250 |
|
Brubaker Lisa M
Common Stock
|
2026-02-27 | Option exercise | 6,809 | $43.28 | 294,694 |
|
Brubaker Lisa M
Common Stock
|
2026-02-27 | Tax withheld | 4,641 | $63.51 | 294,750 |
|
Levenson Rodger
Common Stock
|
2026-02-26 | Tax withheld | 14,744 | $66.38 | 978,707 |
|
Davis Christine Elizabeth
Common Stock
|
2026-02-26 | Grant | 2,820 | $66.38 | 187,192 |
|
Brubaker Lisa M
Common Stock
|
2026-02-26 | Grant | 5,165 | $66.38 | 342,853 |
|
Burg David
Common Stock
|
2026-02-26 | Grant | 3,975 | $66.38 | 263,860 |
|
Brubaker Lisa M
Common Stock
|
2026-02-26 | Grant | 3,054 | $66.38 | 202,725 |
|
Bacci Arthur J
Common Stock
|
2026-02-26 | Grant | 5,370 | $66.38 | 356,461 |
|
Kruzinski Shari
Common Stock
|
2026-02-26 | Grant | 5,011 | $66.38 | 332,630 |
|
Hopkins Jamie Patrick
Common Stock
|
2026-02-26 | Grant | 2,766 | $66.38 | 183,607 |
|
Davis Christine Elizabeth
Common Stock
|
2026-02-26 | Tax withheld | 2,149 | $66.38 | 142,651 |
|
Wechsler James J
Common Stock
|
2026-02-26 | Grant | 2,765 | $66.38 | 183,541 |
|
Bacci Arthur J
Common Stock
|
2026-02-26 | Grant | 4,198 | $66.38 | 278,663 |
|
Kruzinski Shari
Common Stock
|
2026-02-26 | Grant | 2,827 | $66.38 | 187,656 |
|
Levenson Rodger
Common Stock
|
2026-02-26 | Grant | 15,663 | $66.38 | 1,039,710 |
|
Bacci Arthur J
Common Stock
|
2026-02-26 | Tax withheld | 2,427 | $66.38 | 161,104 |
| showing 20 of 200 most recent transactions | |||||
| 13F Ownership Over Time | Holders | Shares Held |
|---|---|---|
| 2026-03-31 | 329 | 45,931,163 |
| 2025-12-31 | 314 | 47,643,379 |
| 2025-09-30 | 294 | 52,045,493 |
| 2025-06-30 | 285 | 49,890,685 |
| 2025-03-31 | 263 | 50,854,864 |
| 2024-12-31 | 252 | 51,423,348 |
| 2024-09-30 | 265 | 50,987,995 |
| 2024-06-30 | 232 | 51,441,482 |
| 2024-03-31 | 240 | 52,941,137 |
| 2023-12-31 | 242 | 51,859,905 |
| 2023-09-30 | 216 | 50,368,055 |
| 2023-06-30 | 208 | 50,866,436 |