Wsfs Finl Corp SEC Filings

WSFS Financial Corp director Michelle Hong filed a Section 16 ownership report effective 12/01/2025, covering her relationship to the company as a director. The explanation of responses states that no securities are beneficially owned, and the report is filed for one reporting person only.

WSFS Financial Corporation completed a $200 million underwritten public offering of 5.375% Fixed-to-Floating Rate Senior Unsecured Notes due 2035. The company plans to use the net proceeds to repay $150 million of its outstanding 2.75% Fixed-to-Floating Rate Senior Notes due 2030, with the balance for general corporate purposes.

The new notes pay a fixed 5.375% interest rate until December 15, 2030, then a floating rate equal to a quarterly reset benchmark, expected to be Three-Month Term SOFR, plus 189 basis points until maturity on December 15, 2035. WSFS may redeem the notes at 100% of principal plus accrued interest on December 15, 2030 and on any scheduled interest payment date thereafter, in whole or in part, with any partial redemptions allocated pro rata among noteholders.

WSFS Financial Corporation is offering $200,000,000 of 5.375% fixed-to-floating rate senior unsecured notes due December 15, 2035. The notes pay a fixed 5.375% annual interest rate from December 11, 2025 to December 15, 2030, with semi-annual payments, then switch to a floating rate equal to a Benchmark expected to be Three-Month Term SOFR plus 189 basis points, paid quarterly. WSFS may redeem the notes at par plus accrued interest beginning on the December 15, 2030 interest payment date and on any interest payment date thereafter. The company estimates net proceeds of approximately $196.9 million and plans to use them to repay $150 million principal of its 2.75% senior notes due 2030, plus accrued interest, and for general corporate purposes. The notes are senior unsecured obligations of WSFS, structurally subordinated to subsidiary liabilities, and will not be listed on any securities exchange.

WSFS Financial Corporation is planning a public offering of fixed-to-floating rate senior unsecured notes maturing in 2035. The notes will pay a fixed interest rate from 2025 until 2030, then switch to a floating rate based on Three-Month Term SOFR plus a spread, with interest paid semi-annually and then quarterly.

The notes are senior unsecured obligations of WSFS Financial Corporation, structurally subordinated to liabilities of its subsidiaries, and may be redeemed at par on interest payment dates beginning in 2030. WSFS expects to use the net proceeds to repay $150 million of its outstanding 2.75% senior notes due 2030, plus accrued interest, and for general corporate purposes.

WSFS Financial Corporation filed its Quarterly Report for the period ended September 30, 2025. Interest and fees on loans and leases were $218,250 for the quarter versus $235,977 a year earlier. For the nine months, this line was $651,007 versus $691,495. Other interest income was $13,789 versus $9,875 in the prior‑year quarter.

In a disclosed subsequent event, on July 8, 2025 the company completed the sale of the majority of its remaining unsecured consumer lending portfolio generated through its partnership with Upstart Holdings, Inc., in a series of transactions. These loans were classified in Loans, held for sale as of September 30, 2025. Shares outstanding were 54,675,949 as of October 31, 2025.

WSFS Financial Corporation appointed Michelle Hong to its Board of Directors, effective December 1, 2025. With her addition, the Board will have 12 members, 11 of whom are independent, including Ms. Hong.

As a non-employee director, Ms. Hong will receive cash and equity compensation as described in the Company’s 2025 Proxy Statement, prorated from her appointment date. She will stand for reelection at the 2026 Annual Meeting of Stockholders. The Company reported no arrangements leading to her selection and no related-party transactions requiring disclosure under Item 404(a). A press release announcing the appointment was furnished as Exhibit 99.1.

WSFS Financial Corporation furnished materials related to its quarterly results. On October 23, 2025, the company furnished a press release reporting earnings for the quarter ended September 30, 2025 as Exhibit 99.1.

It also furnished an earnings release supplement and investor presentation for use throughout the fourth quarter of 2025 as Exhibit 99.2. The information in these exhibits was furnished under Item 2.02 and Item 7.01 and is not deemed filed under the Exchange Act.

Jamie P. Hopkins, Executive Vice President of WSFS Financial Corp (WSFS), reported a change in beneficial ownership on 10/02/2025. The filing shows 1,768 shares of Common Stock were disposed of under transaction code F at a price of $53.66 per share, leaving 13,069 shares beneficially owned after the transaction. The filing explains these 1,768 shares were withheld to cover taxes due on vested restricted stock units. The Form 4 is signed by an attorney-in-fact on behalf of Mr. Hopkins on 10/03/2025. All actions disclosed are routine withholding to satisfy tax obligations tied to vesting and do not state any other transfers or derivative transactions.

David Burg, an Executive Vice President and director at WSFS Financial Corp (WSFS), reported a transaction involving company common stock. On 08/15/2025 he disposed of 5,604 shares at a price of $55.13 per share; the filing states these shares were withheld to cover taxes on vested restricted stock units. After the transaction he beneficially owned 25,129 shares. The Form 4 was submitted via an attorney-in-fact and includes an explanation that the disposition represents tax withholding on vested RSUs.