STOCK TITAN

[Form 4] WSFS FINANCIAL CORP Insider Trading Activity

Filing Impact
(Neutral)
Filing Sentiment
(Neutral)
Form Type
4

Rhea-AI Filing Summary

WSFS Financial Corp Executive Vice President and CFO David Burg reported a routine tax-related share disposition. On the vesting of restricted stock units, 460 shares of common stock were withheld at $69.07 per share to cover taxes, as described in the footnote. Following this Form 4 transaction, Burg directly owns 28,644 shares of WSFS common stock.

Positive

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Negative

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Insider Burg David
Role Executive Vice President, CFO
Type Security Shares Price Value
Tax Withholding Common Stock 460 $69.07 $32K
Holdings After Transaction: Common Stock — 28,644 shares (Direct)
Footnotes (1)
  1. [object Object]
Shares withheld for taxes 460 shares Withheld to cover taxes on vested restricted stock units
Withholding price per share $69.07 per share Value used for 460 withheld WSFS common shares
Shares held after transaction 28,644 shares Direct WSFS common stock ownership after tax withholding
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.
SEC Form 4
FORM 4UNITED 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)
Director10% Owner
XOfficer (give title below)Other (specify below)
Executive Vice President, CFO
2a. Foreign Trading Symbol
3. Date of Earliest Transaction (Month/Day/Year)
04/15/2026
6. Individual or Joint/Group Filing (Check Applicable Line)
XForm 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)
CodeVAmount(A) or (D)Price
Common Stock04/15/2026F460(1)D$69.0728,644D
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)
CodeV(A)(D)Date ExercisableExpiration DateTitleAmount 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-Fact04/17/2026
** Signature of Reporting PersonDate
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)

FAQ

What did WSFS (WSFS) CFO David Burg report in this Form 4 filing?

WSFS CFO David Burg reported that 460 shares of common stock were withheld at $69.07 per share to cover taxes on vested restricted stock units, leaving him with 28,644 directly owned shares. This is recorded as a tax-withholding disposition, not an open-market trade.

Was the WSFS (WSFS) CFO’s Form 4 transaction an open-market stock sale?

No, the transaction was not an open-market sale. The filing shows 460 shares of WSFS common stock were withheld to satisfy tax obligations on vested restricted stock units, a standard compensation-related event, with Burg retaining 28,644 shares after the withholding.

How many WSFS (WSFS) shares were withheld for taxes from the CFO’s restricted stock units?

A total of 460 WSFS common shares were withheld at $69.07 each to cover taxes due on vested restricted stock units. This withholding reduced the reported position only modestly, with Executive Vice President and CFO David Burg still directly holding 28,644 shares afterward.

How many WSFS (WSFS) shares does CFO David Burg hold after this Form 4 event?

After the tax-withholding disposition, CFO David Burg directly owns 28,644 WSFS common shares. The only transaction reported was the withholding of 460 shares at $69.07 per share to cover taxes on vested restricted stock units, with no additional buys or sells disclosed.

What is the transaction code F in the WSFS (WSFS) CFO’s Form 4?

In this Form 4, code F indicates a tax-withholding disposition. It reflects 460 WSFS common shares withheld at $69.07 per share to pay taxes on vested restricted stock units, rather than a discretionary market sale by Executive Vice President and CFO David Burg.