WSFS CFO awarded 3,975 shares of common stock

WSFS Financial Corp Executive Vice President and CFO David Burg reported an equity award of 3,975 shares of common stock.

Accepted by SEC EDGAR 02/27/2026 - 03:51 PM EST Learn about SEC filing dates

Rhea-AI Filing Summary

WSFS Financial Corp Executive Vice President and CFO David Burg reported an equity award of 3,975 shares of common stock. The shares were acquired on February 26, 2026 at a reported price of $66.38 per share as a grant or award, rather than an open-market purchase.

The award vests over three years in 33% increments, with vesting dates of April 15, 2027, April 15, 2028, and April 15, 2029. Following this grant, Burg directly owns 29,104 shares of WSFS common stock. The filing notes that performance-based RSUs, if any, will be reported separately once performance outcomes are assessed.

Insider Trade Summary

Grant/Award: 3,975 shares

Grant/Award 1 txn

Insider Burg David

Role Executive Vice President, CFO

Type	Security	Shares	Price	Value
Grant/Award	Common Stock	3,975	$66.38	$264K

Holdings After Transaction: Common Stock — 29,104 shares (Direct)

Holdings Before and After: Common Stock, 25,129 to 29,104 shares (Direct)

Footnotes (2)

1. F1. 3 year vest (33% increments) with first vesting date of 4/15/2027 and final vesting date of 4/15/2029.
2. F2. Does not include performance-based RSUs, if any, held by the Reporting Person for which an assessment has not yet been made regarding the achievement of the applicable performance goals. Any such holding will be reported on a Form 4 within two business days of that date such assessment is made.

FAQ

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

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

WSFS Executive Vice President and CFO David Burg reported acquiring 3,975 shares of common stock as an equity grant. The transaction was coded as a grant, award, or other acquisition, not an open-market purchase, and was reported on a Form 4 insider filing.

How many WSFS (WSFS) shares were granted to CFO David Burg and at what price?

David Burg was granted 3,975 shares of WSFS common stock at a reported price of $66.38 per share. This was an equity award transaction, reflecting compensation rather than a market trade, as indicated by the acquisition transaction code on the Form 4.

What is the vesting schedule for David Burg’s new WSFS (WSFS) stock award?

The 3,975-share award to David Burg vests over three years in 33% increments. The first vesting date is April 15, 2027, with subsequent vesting dates on April 15, 2028 and a final vesting on April 15, 2029, subject to continued service conditions.

How many WSFS (WSFS) shares does CFO David Burg own after this grant?

After this equity grant, David Burg directly owns 29,104 shares of WSFS common stock. This total reflects his direct holdings following the 3,975-share award and does not include any performance-based RSUs that are still subject to future performance assessments.

Does the WSFS (WSFS) Form 4 include David Burg’s performance-based RSUs?

The Form 4 explicitly states it does not include any performance-based RSUs for which performance has not yet been assessed. Any such performance-based RSU holdings will be reported on a future Form 4 within two business days after performance evaluation.

Was the WSFS (WSFS) CFO transaction a market buy or a compensation grant?

The transaction was a compensation-related equity grant, not a market purchase. It is coded as a grant, award, or other acquisition, with a three-year vesting schedule, indicating it forms part of David Burg’s long-term incentive compensation rather than open-market buying.

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^*

Burg David

(Last) (First) (Middle)

C/O WSFS FINANCIAL CORPORATION

500 DELAWARE AVENUE

(Street)

WILMINGTON DE 19801

(City) (State) (Zip)

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

3. Date of Earliest Transaction (Month/Day/Year)
02/26/2026

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

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

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

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	02/26/2026		A		3,975(1)	A	$66.38	29,104(2)	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. 3 year vest (33% increments) with first vesting date of 4/15/2027 and final vesting date of 4/15/2029.

2. Does not include performance-based RSUs, if any, held by the Reporting Person for which an assessment has not yet been made regarding the achievement of the applicable performance goals. Any such holding will be reported on a Form 4 within two business days of that date such assessment is made.

Remarks:

	/s/ David Burg by Michael Griffe, Attorney-in-Fact	02/27/2026
	** 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.