WSFS exec reports stock grants and tax withholding

WSFS Financial Corp executive Lisa M. Brubaker reported equity compensation activity in company common stock.

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.

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
Exercise Price or Tax Liability	Common Stock	2,334	$66.38	$155K
Grant/Award	Common Stock	3,054	$66.38	$203K
holding	Common Stock	--	--	--

Holdings After Transaction: Common Stock — 48,476 shares (Direct); Common Stock — 1,964 shares (Indirect, 401k)

Footnotes (4)

1. F1. 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.
2. F2. Represents shares withheld to cover taxes due on vested PSUs.
3. F3. 3 year vest (33% increments) with first vesting date of 4/15/2027 and final vesting date of 4/15/2029.
4. F4. 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

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

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.

How many WSFS shares does Lisa Brubaker own after these transactions?

After the reported transactions, Lisa Brubaker held 48,476 WSFS common shares directly and 1,964 shares indirectly through a 401(k) plan. These balances reflect the net effect of new stock awards and shares withheld to pay taxes on performance-based restricted share unit vesting.

What performance conditions affected Lisa Brubaker’s WSFS performance share units?

A February 23, 2023 award of WSFS performance-based restricted share units vested based on a 76% performance level over the three-year period ending December 31, 2025. Each performance unit represents one share of WSFS common stock upon determination of the final performance outcome.

Do the WSFS performance-based restricted share units vest immediately?

Some WSFS awards vest over time. One grant has a three-year vesting schedule in 33% increments, with vesting dates of April 15, 2027, April 15, 2028, and April 15, 2029, spreading the delivery of shares across multiple future years after the grant date.

Are there additional WSFS performance share units not yet reflected in this Form 4?

The filing notes that any WSFS performance-based restricted share units for which performance achievement has not yet been assessed are not included. Those units will be reported on a separate Form 4 within two business days after the company determines whether performance goals have been met.

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

Form 4 Insider Transactions: What Each Field Means →

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Accepted by SEC EDGAR 02/27/2026 - 03:46 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^*

BRUBAKER LISA M

(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)
	EVP, CHRO

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		5,165(1)	A	$66.38	47,756	D
Common Stock	02/26/2026		F		2,334(2)	D	$66.38	45,422	D
Common Stock	02/26/2026		A		3,054(3)	A	$66.38	48,476(4)	D
Common Stock								1,964	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. 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.

2. Represents shares withheld to cover taxes due on vested PSUs.

3. 3 year vest (33% increments) with first vesting date of 4/15/2027 and final vesting date of 4/15/2029.

4. 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.

Remarks:

	/s/ Lisa M. Brubaker 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.