WSFS Financial (NASDAQ: WSFS) affiliate to sell 3,500 shares valued at $286K

Rhea-AI Filing Summary

WSFS Financial Corporation reported a planned sale of common stock by an affiliate. A brokerage account at Morgan Stanley Smith Barney LLC Executive Financial Services in New York is listed to sell 3,500 shares of common stock, with an aggregate market value of $286,084.05, to be sold on or after July 28, 2026 on the NASDAQ market. The shares come from 3,234 performance shares acquired on December 31, 2024 and 266 restricted stock shares acquired on March 15, 2025.

Key Figures

Shares to be sold: 3,500 shares Aggregate market value: $286,084.05 Sale start date: 07/28/2026 +2 more

5 metrics

Shares to be sold 3,500 shares Common stock planned for sale through Morgan Stanley Smith Barney LLC

Aggregate market value $286,084.05 Reported value of 3,500 WSFS common shares to be sold

Sale start date 07/28/2026 Date on or after which shares may be sold on NASDAQ

Performance shares source 3,234 shares Performance shares dated 12/31/2024 included in the planned sale

Restricted stock source 266 shares Restricted stock dated 03/15/2025 included in the planned sale

Key Terms

Performance Shares, Restricted Stock, aggregate market value, Executive Financial Services

4 terms

Performance Shares financial

"Common | 12/31/2024 | Performance Shares | Issuer"

Performance shares are a type of company stock given to executives or employees that only become theirs if the company meets specific goals, like hitting certain profits or growth targets. They motivate leaders to work toward the company’s success, because their additional shares depend on achieving these results.

Restricted Stock financial

"Common | 03/15/2025 | Restricted Stock | Issuer"

Shares granted to an individual that carry limits on transfer or sale until certain conditions are met, such as staying with the company for a set time or hitting performance targets. Think of them as a locked gift that gradually opens; for investors they matter because they affect how many shares may enter the market later, signal management incentives and potential dilution, and reveal confidence in future company performance.

aggregate market value financial

"3500 | 286084.05 | 52044046 | 07/28/2026 | NASDAQ"

Aggregate market value is the combined price you would pay to buy all outstanding shares of a company or all companies in a group at current market prices — essentially the sum of each stock’s market capitalization. It matters to investors because it shows the overall size and weight of an investment or sector (like the total cost to buy every piece of a puzzle), helps compare scale across companies or markets, and influences index composition and risk exposure.

Executive Financial Services financial

"Morgan Stanley Smith Barney LLC Executive Financial Services 1 New York Plaza"

AI-generated analysis. How Rhea-AI works. Not financial advice.

See more from StockTitan in Google Search and AI answers. Adds StockTitan as a preferred source · opens Google

Add on Google Not now

Available on EDGAR 07/28/2026 - 04:02 PM Accepted by SEC EDGAR 07/28/2026 - 04:02 PM Learn about SEC filing dates

FAQ

What stock sale is being planned for WSFS (WSFS)?

An affiliated holder of WSFS Financial Corporation plans to sell 3,500 common shares through Morgan Stanley Smith Barney LLC on NASDAQ, representing performance shares and restricted stock awards.

What is the approximate value of the WSFS (WSFS) shares to be sold?

The planned sale covers $286,084.05 in WSFS common stock. This value reflects the aggregate market value reported for the 3,500 shares expected to be sold on or after July 28, 2026.

When are the WSFS (WSFS) shares expected to be sold?

The common shares of WSFS Financial Corporation are scheduled to be sold on or after July 28, 2026. The transaction is expected to occur on the NASDAQ market through the designated broker.

What is the source of the WSFS (WSFS) shares being sold?

The 3,500 WSFS shares consist of 3,234 performance shares acquired on December 31, 2024 and 266 restricted stock shares acquired on March 15, 2025, both issued by the company.

Which broker is handling the planned WSFS (WSFS) stock sale?

The sale will be executed through Morgan Stanley Smith Barney LLC Executive Financial Services, located at 1 New York Plaza, 8th Floor, New York, NY 10004, acting as the brokerage account for the transaction.

Form 144 Filer Information	UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 144 NOTICE OF PROPOSED SALE OF SECURITIES PURSUANT TO RULE 144 UNDER THE SECURITIES ACT OF 1933
FORM 144

144: Filer Information

Filer CIK
Filer CCC
Is this a LIVE or TEST Filing?	LIVE TEST
Submission Contact Information
Name
Phone
E-Mail Address

144: Issuer Information

Name of Issuer

SEC File Number

Address of Issuer

Phone

Name of Person for Whose Account the Securities are To Be Sold

See the definition of "person" in paragraph (a) of Rule 144. Information is to be given not only as to the person for whose account the securities are to be sold but also as to all other persons included in that definition. In addition, information shall be given as to sales by all persons whose sales are required by paragraph (e) of Rule 144 to be aggregated with sales for the account of the person filing this notice.

Relationship to Issuer

144: Securities Information

Title of the Class of Securities To Be Sold	Name and Address of the Broker	Number of Shares or Other Units To Be Sold	Aggregate Market Value	Number of Shares or Other Units Outstanding	Approximate Date of Sale	Name the Securities Exchange
Common	Morgan Stanley Smith Barney LLC Executive Financial Services 1 New York Plaza 8th Floor New York NY 10004	3500	286084.05	52044046	07/28/2026	NASDAQ

Furnish the following information with respect to the acquisition of the securities to be sold and with respect to the payment of all or any part of the purchase price or other consideration therefor:

144: Securities To Be Sold

Title of the Class	Date you Acquired	Nature of Acquisition Transaction	Name of Person from Whom Acquired	Is this a Gift?	Date Donor Acquired	Amount of Securities Acquired	Date of Payment	Nature of Payment *
Common	12/31/2024	Performance Shares	Issuer			3234	12/31/2024	Not Applicable
Common	03/15/2025	Restricted Stock	Issuer			266	03/15/2025	Not Applicable

* If the securities were purchased and full payment therefor was not made in cash at the time of purchase, explain in the table or in a note thereto the nature of the consideration given. If the consideration consisted of any note or other obligation, or if payment was made in installments describe the arrangement and state when the note or other obligation was discharged in full or the last installment paid.

Furnish the following information as to all securities of the issuer sold during the past 3 months by the person for whose account the securities are to be sold.

144: Securities Sold During The Past 3 Months

Nothing to Report

144: Remarks and Signature

Remarks

Date of Notice

ATTENTION:

The person for whose account the securities to which this notice relates are to be sold hereby represents by signing this notice that he does not know any material adverse information in regard to the current and prospective operations of the Issuer of the securities to be sold which has not been publicly disclosed. If such person has adopted a written trading plan or given trading instructions to satisfy Rule 10b5-1 under the Exchange Act, by signing the form and indicating the date that the plan was adopted or the instruction given, that person makes such representation as of the plan adoption or instruction date.

Signature

ATTENTION: Intentional misstatements or omission of facts constitute Federal Criminal Violations (See 18 U.S.C. 1001)