WSFS (WSFS) EVP Lisa Brubaker reports stock awards and tax withholding
Filing Impact
Filing Sentiment
Form Type
4
Rhea-AI Filing Summary
WSFS Financial Corp executive Lisa M. Brubaker reported equity compensation activity in company common stock. On February 26, 2026, she acquired 5,165 shares and 3,054 shares through grant or award transactions at a reference price of $66.38 per share, tied to performance-based restricted share units and other awards.
The filing also shows a disposition of 2,334 shares at $66.38 per share to cover taxes on vested performance-based restricted share units, rather than an open-market sale. After these direct transactions, her reported direct ownership was 48,476 shares, plus 1,964 shares held indirectly through a 401(k) plan.
Positive
- None.
Negative
- None.
Insider Trade Summary
4 transactions reported
Mixed
4 txns
Insider
BRUBAKER LISA M
Role
EVP, CHRO
| Type | Security | Shares | Price | Value |
|---|---|---|---|---|
| Grant/Award | Common Stock | 5,165 | $66.38 | $343K |
| Tax Withholding | Common Stock | 2,334 | $66.38 | $155K |
| Grant/Award | Common Stock | 3,054 | $66.38 | $203K |
| holding | Common Stock | -- | -- | -- |
Holdings After Transaction:
Common Stock — 47,756 shares (Direct);
Common Stock — 1,964 shares (Indirect, 401k)
Footnotes (1)
- On February 26, 2026, the reporting person achieved a performance level of 76% on an award of performance-based restricted share units ("PSUs") issued on February 23, 2023. This performance level represents the final determination of the PSU during the three-year period ended December 31, 2025. Each PSU represents one share of WSFS Financial Corporation common stock. Represents shares withheld to cover taxes due on vested PSUs. 3 year vest (33% increments) with first vesting date of 4/15/2027 and final vesting date of 4/15/2029. Does not include PSUs, 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
What insider stock transactions did WSFS executive Lisa Brubaker report?
Lisa Brubaker reported equity compensation activity involving grants and tax withholding. She acquired 5,165 and 3,054 WSFS common shares via awards and had 2,334 shares withheld to cover taxes on vested performance share units, reflecting routine compensation-related movements rather than open-market buying or selling.
Were Lisa Brubaker’s WSFS stock transactions open-market buys or sells?
The reported WSFS transactions were not open-market trades. They consisted of stock grants or awards and shares withheld to satisfy tax obligations on vested performance-based restricted share units, which are typically part of standard executive compensation rather than discretionary market purchases or sales.