WSFS CEO reports 9,359-share tax withholding

WSFS Financial Corp President & CEO Rodger Levenson reported routine tax-related share dispositions tied to equity compensation.

Accepted by SEC EDGAR 04/17/2026 - 11:00 AM EDT Learn about SEC filing dates

Rhea-AI Filing Summary

WSFS Financial Corp President & CEO Rodger Levenson reported routine tax-related share dispositions tied to equity compensation. On 2026-04-15, a total of 9,359 shares of Common Stock were withheld at $69.07 per share to cover taxes due on vested restricted stock units.

After these tax-withholding dispositions, Levenson directly owned 189,064 shares of Common Stock and indirectly held 1,917 shares through a 401k account. The filing shows no open-market purchases or sales, only shares withheld by the company to satisfy tax obligations on vesting.

Insider Trade Summary

Exercise Price or Tax Liability: 9,359 shares

Exercise Price or Tax Liability 4 txns

Insider LEVENSON RODGER

Role President & CEO

Type	Security	Shares	Price	Value
Exercise Price or Tax Liability	Common Stock	2,256	$69.07	$156K
Exercise Price or Tax Liability	Common Stock	2,764	$69.07	$191K
Exercise Price or Tax Liability	Common Stock	2,157	$69.07	$149K
Exercise Price or Tax Liability	Common Stock	2,182	$69.07	$151K
Holding	Common Stock	--	--	--

Holdings After Transaction: Common Stock — 189,064 shares (Direct); Common Stock — 1,917 shares (Indirect, 401k)

Holdings Before and After: Common Stock, 198,423 to 189,064 shares (Direct)

Footnotes (1)

1. F1. Represents shares withheld to cover taxes due on vested restricted stock units.

Key Figures

Tax-withheld shares: 9,359 shares Withholding price: $69.07 per share Direct holdings after transactions: 189,064 shares +2 more

5 metrics

Tax-withheld shares 9,359 shares Shares withheld on 2026-04-15 for RSU tax obligations

Withholding price $69.07 per share Price used for tax-withholding dispositions on 2026-04-15

Direct holdings after transactions 189,064 shares Common Stock directly owned by CEO after 2026-04-15

Indirect 401k holdings 1,917 shares Common Stock held indirectly via 401k after 2026-04-15

Tax-withholding transactions 4 entries Code F dispositions for tax liabilities on 2026-04-15

Key Terms

restricted stock units, tax-withholding disposition, Form 4, 401k

4 terms

restricted stock units financial

"Represents shares withheld to cover taxes due on vested restricted stock units."

Restricted stock units are a type of company reward where employees are promised shares of stock, but they only fully own these shares after meeting certain conditions, like staying with the company for a set time. They matter because they can become valuable assets and are often used to motivate employees to help the company succeed.

tax-withholding disposition financial

"transaction_action": "tax-withholding disposition""

A tax-withholding disposition is an event or transaction—such as selling or transferring securities, exercising options, or receiving compensation—that triggers a requirement to hold back part of the payment and remit it to tax authorities. It matters to investors because it reduces the cash they receive immediately and can change the timing and amount of taxable income, like a cashier taking a portion of your sale proceeds to pay taxes before you get the rest.

Form 4 regulatory

"INSIDER FILING DATA (Form 4):"

Form 4 is a official document that company insiders, such as executives or major shareholders, file with regulators whenever they buy or sell company shares. It provides transparency about how those with inside knowledge are trading, helping investors see if insiders are confident in the company's prospects or may be selling for personal reasons. This information can influence investor decisions by revealing insiders' perspectives on the company's value.

401k financial

""nature_of_ownership": "401k""

An employer-sponsored retirement savings plan in the United States that lets workers set aside part of their paycheck into investments with tax advantages; some plans also include employer matching contributions, which is like free money added to your savings. It matters to investors because 401(k) balances represent a large pool of household retirement assets that influence personal financial security, investor behavior, and long-term demand for stocks and bonds.

FAQ

AI-generated questions and answers. How Rhea-AI works. Not financial advice.

What did WSFS (WSFS) CEO Rodger Levenson report in this Form 4?

He reported tax-related share dispositions. A total of 9,359 WSFS common shares were withheld to cover taxes on vested restricted stock units, with no open-market buying or selling disclosed in this filing.

How many WSFS shares were withheld for taxes in Levenson’s filing?

A total of 9,359 WSFS common shares were withheld. These withholdings occurred at a price of $69.07 per share to satisfy tax obligations arising from the vesting of restricted stock units.

Does this WSFS Form 4 show CEO Rodger Levenson selling shares in the market?

No, it does not show market sales. The transactions are coded “F,” indicating shares were withheld by the issuer to pay taxes on vested restricted stock units, not discretionary open-market selling.

What are Rodger Levenson’s WSFS share holdings after these transactions?

Following the tax withholdings, he directly held 189,064 WSFS common shares and indirectly held 1,917 shares through a 401k account, as reported in the Form 4 transactions table.

What does transaction code F mean in the WSFS CEO’s Form 4?

Code F indicates a tax-withholding disposition. It means shares were delivered or withheld to satisfy tax liability or exercise price obligations, rather than being sold or purchased in the open market.

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

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SEC Form 4

FORM 4

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

STATEMENT OF CHANGES IN BENEFICIAL OWNERSHIP

Filed pursuant to Section 16(a) of the Securities Exchange Act of 1934
or Section 30(h) of the Investment Company Act of 1940

OMB APPROVAL

OMB Number:			3235-0287
Estimated average burden
hours per response:			0.5

Check this box if no longer subject to Section 16. Form 4 or Form 5 obligations may continue. See Instruction 1(b).

Check this box to indicate that a transaction was made pursuant to a contract, instruction or written plan for the purchase or sale of equity securities of the issuer that is intended to satisfy the affirmative defense conditions of Rule 10b5-1(c). See Instruction 10.

1. Name and Address of Reporting Person^*

LEVENSON RODGER

(Last) (First) (Middle)

C/O WSFS FINANCIAL CORPORATION

500 DELAWARE AVENUE

(Street)

WILMINGTON DELAWARE 19801

(City) (State) (Zip)

UNITED STATES

(Country)

2. Issuer Name and Ticker or Trading Symbol
WSFS FINANCIAL CORP [ WSFS ]

5. Relationship of Reporting Person(s) to Issuer
(Check all applicable)

	Director		10% Owner
X	Officer (give title below)		Other (specify below)
	President & CEO

2a. Foreign Trading Symbol

3. Date of Earliest Transaction (Month/Day/Year)
04/15/2026

6. Individual or Joint/Group Filing (Check Applicable Line)

X	Form filed by One Reporting Person
	Form filed by More than One Reporting Person

4. If Amendment, Date of Original Filed (Month/Day/Year)

Table I - Non-Derivative Securities Acquired, Disposed of, or Beneficially Owned
1. Title of Security (Instr. 3)	2. Transaction Date (Month/Day/Year)	2A. Deemed Execution Date, if any (Month/Day/Year)	3. Transaction Code (Instr. 8)		4. Securities Acquired (A) or Disposed Of (D) (Instr. 3, 4 and 5)			5. Amount of Securities Beneficially Owned Following Reported Transaction(s) (Instr. 3 and 4)	6. Ownership Form: Direct (D) or Indirect (I) (Instr. 4)	7. Nature of Indirect Beneficial Ownership (Instr. 4)
			Code	V	Amount	(A) or (D)	Price
Common Stock	04/15/2026		F		2,256(1)	D	$69.07	196,167	D
Common Stock	04/15/2026		F		2,764(1)	D	$69.07	193,403	D
Common Stock	04/15/2026		F		2,157(1)	D	$69.07	191,246	D
Common Stock	04/15/2026		F		2,182(1)	D	$69.07	189,064	D
Common Stock								1,917	I	401k

Table II - Derivative Securities Acquired, Disposed of, or Beneficially Owned (e.g., puts, calls, warrants, options, convertible securities)
1. Title of Derivative Security (Instr. 3)	2. Conversion or Exercise Price of Derivative Security	3. Transaction Date (Month/Day/Year)	3A. Deemed Execution Date, if any (Month/Day/Year)	4. Transaction Code (Instr. 8)		5. Number of Derivative Securities Acquired (A) or Disposed of (D) (Instr. 3, 4 and 5)		6. Date Exercisable and Expiration Date (Month/Day/Year)		7. Title and Amount of Securities Underlying Derivative Security (Instr. 3 and 4)		8. Price of Derivative Security (Instr. 5)	9. Number of derivative Securities Beneficially Owned Following Reported Transaction(s) (Instr. 4)	10. Ownership Form: Direct (D) or Indirect (I) (Instr. 4)	11. Nature of Indirect Beneficial Ownership (Instr. 4)
				Code	V	(A)	(D)	Date Exercisable	Expiration Date	Title	Amount or Number of Shares

Explanation of Responses:

1. Represents shares withheld to cover taxes due on vested restricted stock units.

Remarks:

	/s/ Rodger Levenson by Michael Griffe as Attorney-in-Fact	04/17/2026
	** Signature of Reporting Person	Date
Reminder: Report on a separate line for each class of securities beneficially owned directly or indirectly.
* If the form is filed by more than one reporting person, see Instruction 4 (b)(v).
** Intentional misstatements or omissions of facts constitute Federal Criminal Violations See 18 U.S.C. 1001 and 15 U.S.C. 78ff(a).
Note: File three copies of this Form, one of which must be manually signed. If space is insufficient, see Instruction 6 for procedure.
Persons who respond to the collection of information contained in this form are not required to respond unless the form displays a currently valid OMB Number.
* Form 4: SEC 1474 (03-26)