STOCK TITAN

WSFS Financial (NASDAQ: WSFS) EVP Bacci reports stock grants and tax share withholding

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

Rhea-AI Filing Summary

WSFS Financial Corp executive Arthur J. Bacci reported equity awards and related tax withholding transactions in company stock. On February 26, 2026, he acquired 5,370 shares and 4,198 shares of common stock as grant or award acquisitions at $66.38 per share. On the same date, 2,427 shares at $66.38 per share were disposed of to cover taxes due on vested performance-based restricted share units. A prior performance-based award granted on February 23, 2023 achieved a 76% performance level for the three-year period ended December 31, 2025, with each PSU representing one share of common stock. After these transactions, Bacci held 33,507 shares directly and 3,723 shares indirectly through a 401(k) plan.

Positive

  • None.

Negative

  • None.
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*
BACCI ARTHUR J

(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, COO
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 5,370(1) A $66.38 31,736 D
Common Stock 02/26/2026 F 2,427(2) D $66.38 29,309 D
Common Stock 02/26/2026 A 4,198(3) A $66.38 33,507(4) D
Common Stock 3,723 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/ Arthur J Bacci by Michael Griffe, as 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.

FAQ

What insider transactions did WSFS EVP, COO Arthur J. Bacci report on this Form 4?

Arthur J. Bacci reported equity award activity in WSFS common stock. He acquired 5,370 and 4,198 shares as stock grants at $66.38 per share, and 2,427 shares were withheld and disposed of to satisfy tax obligations on vested performance-based units.

Were the WSFS stock transactions by Arthur J. Bacci open-market buys or sells?

The reported WSFS stock activity reflects grant or award acquisitions and tax-withholding dispositions, not open-market trades. Shares were issued as equity awards, and a portion was withheld and disposed of solely to cover taxes due on vested performance-based restricted share units.

What performance outcome triggered the WSFS performance-based restricted share units for Arthur J. Bacci?

A performance level of 76% was achieved on performance-based restricted share units granted on February 23, 2023. This percentage represents the final determination for the three-year period ended December 31, 2025, with each PSU corresponding to one share of WSFS common stock.

How many WSFS shares did Arthur J. Bacci beneficially own after these transactions?

Following the reported transactions, Arthur J. Bacci directly owned 33,507 WSFS common shares. He also indirectly held 3,723 additional shares through a 401(k) plan, reflecting his total reported beneficial ownership at the close of the transaction date.

What is the vesting schedule for the new WSFS equity award reported by Arthur J. Bacci?

One of the reported equity awards has a three-year vesting schedule in 33% increments. The first vesting date is April 15, 2027, and the final vesting date is April 15, 2029, subject to the terms and conditions of the award agreement.

How were taxes handled on Arthur J. Bacci’s vested WSFS performance share units?

To cover taxes due on vested performance-based restricted share units, 2,427 WSFS common shares were withheld and disposed of. This tax-withholding disposition is reflected with transaction code “F,” indicating payment of tax liability by delivering company securities.
Wsfs Finl Corp

NASDAQ:WSFS

View WSFS Stock Overview

WSFS Rankings

WSFS Latest News

WSFS Latest SEC Filings

WSFS Stock Data

3.35B
52.14M
Banks - Regional
National Commercial Banks
Link
United States
WILMINGTON