WSFS CEO net exercises 12,991 stock options

WSFS Financial Corp President & CEO Rodger Levenson reported a net exercise of employee stock options.

Rhea-AI Filing Summary

WSFS Financial Corp President & CEO Rodger Levenson reported a net exercise of employee stock options. He exercised options covering 12,991 shares of common stock on February 27, 2026, receiving 2,976 shares after share withholding.

The company withheld 10,015 shares of common stock to pay the option exercise price, using the closing stock price of $63.51 under the 2018 Equity Incentive Plan. After these transactions, Levenson directly owned 198,423 shares of common stock, plus additional stock options and 1,917 shares held indirectly through a 401(k) account.

Insider Trade Summary

12,991 shares exercised/converted

Exercise 6 txns

Insider LEVENSON RODGER

Role President & CEO

Type	Security	Shares	Price	Value
Exercise	Employee Stock Option (right to buy)	12,991	$0.00	$0.00
Exercise	Common Stock	12,991	$43.28	$562K
Exercise Price or Tax Liability	Common Stock	10,015	$63.51	$636K
holding	Stock Options (Right to buy)	--	--	--
holding	Stock Options (Right to buy)	--	--	--
holding	Common Stock	--	--	--

Holdings After Transaction: Employee Stock Option (right to buy) — 0 contracts (Direct); Common Stock — 198,423 shares (Direct); Stock Options (Right to buy) — 62,470 contracts (Direct); Common Stock — 1,917 shares (Indirect, 401k)

Footnotes (1)

1. F1. Represents a "net exercise" of outstanding stock options. The reporting person received 2,976 shares of common stock on net exercise of option to purchase 12,991 shares of common stock. The Company withheld 10,015 shares of common stock underlying the option for payment of the exercise price, using the closing stock price on February 27, 2026 of $63.51, pursuant to terms of the 2018 Equity Incentive Plan.

FAQ

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What insider transaction did WSFS (WSFS) CEO Rodger Levenson report?

Rodger Levenson reported exercising employee stock options for 12,991 WSFS common shares. The net exercise left him with 2,976 newly issued shares, while 10,015 shares were withheld by the company to cover the option exercise price under the 2018 Equity Incentive Plan.

How many WSFS shares did the CEO receive and how many were withheld?

Levenson received 2,976 WSFS common shares from exercising 12,991 options. The company withheld 10,015 shares underlying the option to pay the exercise price, using the February 27, 2026 closing price of $63.51 per share under the 2018 Equity Incentive Plan.

What does the tax-withholding disposition in the WSFS Form 4 mean?

The Form 4 shows a tax-withholding disposition of 10,015 WSFS shares coded “F.” These shares were withheld by the company to satisfy the option exercise price and related tax liability, rather than being sold in an open-market transaction, under the 2018 Equity Incentive Plan terms.

How many WSFS shares does the CEO own after these transactions?

After the reported transactions, Levenson directly owned 198,423 WSFS common shares. The filing also shows additional stock options outstanding and 1,917 WSFS common shares held indirectly through a 401(k) account, reflecting both direct and indirect ownership positions as of February 27, 2026.

Were the WSFS CEO’s option exercises open-market buys or plan exercises?

The transactions were plan-based option exercises, not open-market purchases. Levenson exercised employee stock options, received 2,976 WSFS shares, and had 10,015 underlying shares withheld by the company to pay the exercise price under the 2018 Equity Incentive Plan, per the Form 4 footnote.

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Accepted by SEC EDGAR 03/03/2026 - 05:24 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^*

LEVENSON RODGER

(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)
	President & CEO

3. Date of Earliest Transaction (Month/Day/Year)
02/27/2026

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	02/27/2026		M		12,991	A	$43.28	208,438	D
Common Stock	02/27/2026		F(1)		10,015	D	$63.51	198,423	D
Common Stock								1,917	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
Employee Stock Option (right to buy)	$43.28	02/27/2026		M			12,991	04/15/2020	02/28/2026	Common Stock	12,991	$0.00	0.00	D
Stock Options (Right to buy)	$51.84							04/15/2022	03/03/2028	Common Stock	27,730		27,730	D
Stock Options (Right to buy)	$36.11							04/15/2021	03/01/2027	Common Stock	34,740		34,740	D

Explanation of Responses:

1. Represents a "net exercise" of outstanding stock options. The reporting person received 2,976 shares of common stock on net exercise of option to purchase 12,991 shares of common stock. The Company withheld 10,015 shares of common stock underlying the option for payment of the exercise price, using the closing stock price on February 27, 2026 of $63.51, pursuant to terms of the 2018 Equity Incentive Plan.

Remarks:

	/s/ Rodger Levenson by Lisa Washington as Attorney-in-Fact	03/03/2026
	** 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.