WSFS Financial (WSFS) CFO stock withheld to cover RSU taxes

Rhea-AI Filing Summary

WSFS FINANCIAL CORP (WSFS) reported an insider equity transaction by Executive Vice President and CFO David Burg. Burg had 5,610 shares of common stock withheld on August 15, 2026 to cover taxes due on vested restricted stock units, at a price of $81.66 per share. After this tax-withholding disposition, Burg directly holds 23,034 shares of WSFS common stock.

Insider Trade Summary

Net Seller: 5,610 shares

Net Sell 1 txn

Insider Burg David

Role Executive Vice President, CFO

Type	Security	Shares	Price	Value
Tax Withholding	Common Stock F1	5,610	$81.66	$458K

Holdings After Transaction: Common Stock — 23,034 shares (Direct)

Footnotes (1)

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

Key Figures

Shares withheld for taxes: 5,610 shares Price per share for withholding: $81.66 per share Shares held after transaction: 23,034 shares +2 more

5 metrics

Shares withheld for taxes 5,610 shares Common stock withheld on August 15, 2026 for tax liability on vested RSUs

Price per share for withholding $81.66 per share Valuation used for the 5,610 shares withheld for tax purposes

Shares held after transaction 23,034 shares Direct WSFS common stock holdings of David Burg following the transaction

Transaction code F Payment of tax liability by delivering or withholding securities

ExercisePriceOrTaxLiabilityShares 5,610 shares Shares associated with payment of tax liability, per transactionSummary

Key Terms

restricted stock units, withheld to cover taxes, Form 4

3 terms

restricted stock units financial

"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.

withheld to cover taxes financial

"Represents shares withheld to cover taxes due"

Form 4 regulatory

"reported in the Form 4 following the tax-withholding event"

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.

FAQ

What insider transaction did WSFS (WSFS) report for CFO David Burg?

WSFS reported that CFO David Burg had 5,610 shares of common stock withheld on August 15, 2026 to cover taxes on vested restricted stock units, leaving him with 23,034 shares held directly.

Was the WSFS (WSFS) insider transaction a market sale of shares?

No. The filing states the 5,610 shares were withheld to cover tax liability on vested restricted stock units, rather than sold in an open-market transaction.

What price per share was used for the WSFS (WSFS) tax-withholding shares?

The tax-withholding disposition used a price of $81.66 per share for the 5,610 shares of WSFS common stock withheld to satisfy taxes on vested restricted stock units.

How many WSFS (WSFS) shares does CFO David Burg hold after this transaction?

After the transaction, CFO David Burg directly holds 23,034 shares of WSFS common stock, as reported in the Form 4 following the tax-withholding event.

Was the WSFS (WSFS) insider transaction under a Rule 10b5-1 trading plan?

No. The Form 4 indicates the Rule 10b5-1 plan checkbox is not checked, and the transaction is identified as shares withheld to cover taxes on vested restricted stock units.

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

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Form 4 Insider Transactions: What Each Field Means →

Available on EDGAR 08/18/2026 - 01:29 PM Accepted by SEC EDGAR 08/18/2026 - 01:29 PM Learn about SEC filing dates

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^*

Burg David

(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)
	Executive Vice President, CFO

2a. Foreign Trading Symbol

3. Date of Earliest Transaction (Month/Day/Year)
08/15/2026

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	08/15/2026		F		5,610(1)	D	$81.66	23,034	D

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/ David Burg by Michael Griffe, Attorney-in-Fact	08/18/2026
	** 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)