Every Form 4 that WSFS Financial Corp (WSFS) has filed with the SEC in the last 12 months is listed below, newest first, and each one links through to the document itself with the summary and the scores our analysis gives it.
A Form 4 covers the transactions officers, directors and large holders report, so if you follow WSFS and want that one kind of document rather than the whole filing history, this is the page to keep. The company's other filings, of every form, are on the full WSFS filings page.
WSFS FINANCIAL CORP (WSFS) executive Arthur J. Bacci, EVP and COO, reported an indirect disposition of 3,898 shares of Common Stock on September 11, 2026 at $79.73 per share, representing units in the WSFS Financial Corporation 401(k) Savings and Retirement Plan. Following this transaction, he holds 31,569 shares directly and no longer reports indirect holdings through the 401(k) plan as of that date.
WSFS FINANCIAL CORP (WSFS) director Michael J. Donahue reported selling 3,247 shares of common stock on September 10, 2026 in an open-market transaction at a weighted-average price of $79.46 per share. Following this sale, he directly holds 11,495 shares of WSFS common stock.
The reported price reflects multiple trades executed in a range from $79.44 to $79.48 per share. No Rule 10b5-1 trading plan is reported in connection with this transaction.
WSFS FINANCIAL CORP (WSFS) reported an insider equity transaction by Executive Vice President and CFO David Burg. Burg had 5,610 shares of common stock withheld on August 15, 2026 to cover taxes due on vested restricted stock units, at a price of $81.66 per share. After this tax-withholding disposition, Burg directly holds 23,034 shares of WSFS common stock.
DAVIS JENNIFER W reported acquisition or exercise transactions in this Form 4 filing.
WSFS Financial Corp director Jennifer W. Davis reported a grant or award of 923 shares of Common Stock on 2026-08-07 at $81.27 per share. Following this award, Davis directly holds 27,123 shares of WSFS Financial Corp common stock.
WSFS Financial Corp director David G. Turner reported a grant or award of 923 shares of Common Stock on 2026-08-07 at a reported value of $81.27 per share. Following this acquisition, Turner directly holds 23,576 shares of WSFS Financial Corp common stock.
WSFS Financial Corp director Lynn McKee received a grant of 923 shares of Common Stock on August 7, 2026, reported as a grant/award acquisition. Following this transaction, McKee directly holds 17,467 shares of WSFS Financial common stock.
WSFS Financial Corp director Michelle Hong reported a grant of 1,908 shares of Common Stock on 2026-08-07, categorized as a grant/award acquisition at a reference price of $81.27 per share. Following this award, her directly held position increased to 2,563 shares.
Gheysens Christopher reported acquisition or exercise transactions in this Form 4 filing.
WSFS FINANCIAL CORP director Christopher Gheysens received a grant/award of 923 shares of Common Stock on 2026-08-07. The award is reported at a reference value of $81.27 per share, bringing his directly held stake to 12,963 shares of WSFS common stock.
WSFS Financial Corp director Eleuthere I. du Pont reported an acquisition of common stock through an equity grant. On 2026-08-07, he received 923 shares of common stock at a reference value of $81.27 per share, bringing his directly held stake to 7,759 shares. A separate reported position reflects 9,751 shares held indirectly in a trust for the benefit of his children, for which he disclaims beneficial ownership except to the extent of his pecuniary interest.
WSFS Financial Corp reported that director Michael J. Donahue received an equity grant of 923 shares of Common Stock on August 7, 2026. The award is recorded at $81.27 per share and increases his directly held stake to 14,742 shares. The transaction is classified as a grant, award, or other acquisition and was not made under a Rule 10b5-1 trading plan.
WSFS Financial Corp director Karen Dougherty Buchholz reported a grant or award of 923 shares of common stock on 2026-08-07. The transaction is classified as a grant/award acquisition of non-derivative common stock held directly. Following this award, her direct holdings total 29,641 shares of WSFS common stock.
WSFS Financial Corp director Anat Bird reported an acquisition of 923 shares of common stock on August 7, 2026, described as a grant or award. The reported transaction price was $81.27 per share, bringing Bird’s directly held position to 26,811 shares of WSFS common stock.
WSFS Financial Corp director Francis B. Brake reported a grant of 923 shares of Common Stock on 2026-08-07, coded as a grant, award, or other acquisition. The shares were valued at $81.27 per share, bringing his directly held position to 21,312 shares after the transaction.
WSFS Financial Corp executive Shari Kruzinski, EVP and Chief Consumer Banking Officer, reported selling 3,500 shares of common stock on July 28, 2026 at a weighted-average price of $81.74 per share, with individual trade prices from $81.72 to $81.74.
After this sale, she held 15,207 shares directly, plus 2,135 shares held indirectly through a 401(k) plan.
WSFS Financial Corp President & CEO Rodger Levenson reported option exercises and share sales in company stock. He exercised employee stock options for 27,730 shares at $51.84 per share and 34,740 shares at $36.11 per share, converting derivative awards into common stock. He then sold a total of 65,446 shares of common stock in open‑market transactions at prices around $74 per share, pursuant to a pre‑arranged Rule 10b5‑1 trading plan adopted on March 11, 2026. After these transactions, he holds 186,088 shares directly and 1,917 shares indirectly through a 401(k) plan.
WSFS Financial Corp executive James J. Wechsler reported routine tax-related share withholdings rather than open-market sales. On April 15, 2026, a total of 511 shares of Common Stock were withheld at $69.07 per share to cover taxes on vested restricted stock units, according to the footnotes.
After these dispositions, Wechsler directly owns 8,032 shares of WSFS Financial Corp common stock and indirectly holds 679 shares through a 401K account. A footnote also notes that the reported balance was adjusted by one share due to a rounding correction.
WSFS Financial Corp Executive Vice President Jamie Patrick Hopkins reported routine tax-related share dispositions. On April 15, 2026, a total of 1,189 shares of WSFS common stock were withheld at $69.07 per share to cover taxes on vested restricted stock units. Following these tax-withholding dispositions, Hopkins directly owns 14,647 shares of WSFS common stock.
WSFS Financial Corp executive Allan Michael Junior Matyger, EVP and CIO, reported routine share dispositions tied to tax withholding rather than market sales. On April 15, 2026, a total of 474 shares of common stock were withheld at $69.07 per share to cover taxes due on vested restricted stock units, according to the footnotes. After these non-market transactions, he holds 4,645 shares directly and 973 shares indirectly through a 401(k) plan.
WSFS Financial Corp President & CEO Rodger Levenson reported routine tax-related share dispositions tied to equity compensation. On 2026-04-15, a total of 9,359 shares of Common Stock were withheld at $69.07 per share to cover taxes due on vested restricted stock units.
After these tax-withholding dispositions, Levenson directly owned 189,064 shares of Common Stock and indirectly held 1,917 shares through a 401k account. The filing shows no open-market purchases or sales, only shares withheld by the company to satisfy tax obligations on vesting.
WSFS Financial Corp executive Shari Kruzinski reported routine share dispositions tied to tax withholding, not open-market sales. On April 15, 2026, 1,605 shares of WSFS common stock were withheld at $69.07 per share to cover taxes on vested restricted stock units, according to the footnote.
After these tax-withholding dispositions, she directly holds 18,707 WSFS shares and indirectly holds 2,135 shares through a 401k plan. These entries reflect compensation-related tax settlements rather than discretionary buying or selling activity.
WSFS Financial Corp EVP and Chief Risk Officer Christine Davis had shares withheld to pay taxes on vested restricted stock units. On April 15, 2026, a total of 1,170 shares of common stock were withheld at $69.07 per share for tax obligations, not sold on the open market. After these tax-withholding dispositions, she holds 13,933 shares directly and 2,902 shares indirectly through a 401k plan.
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.
WSFS Financial Corp executive Lisa M. Brubaker reported routine tax-related share withholdings tied to equity compensation. On April 15, 2026, four transactions coded "F" show a total of 1,741 shares of Common Stock withheld at $69.07 per share to cover taxes on vested restricted stock units, rather than open-market sales.
Following these withholdings, Brubaker holds 48,903 shares of Common Stock directly and 1,964 shares indirectly through a 401(k) plan, indicating she retains a substantial equity stake in WSFS.
WSFS Financial Corp executive Arthur J. Bacci reported routine share withholdings to cover taxes on vested restricted stock units. On April 15, 2026, a total of 1,939 shares of common stock were disposed of as tax-withholding transactions at $69.07 per share, rather than open-market sales. Following these entries, Bacci directly holds 31,569 shares of WSFS common stock and indirectly holds 3,723 shares through a 401(k) plan.
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.
WSFS Financial Corp executive Lisa M. Brubaker exercised stock options and settled related taxes in shares. On February 27, 2026, she exercised options for 6,809 shares, receiving 2,168 shares of common stock, while 4,641 shares were withheld to cover the exercise price and tax obligations under the 2018 Equity Incentive Plan.
Following these transactions, she held 50,644 shares of WSFS common stock directly and 1,964 shares indirectly through a 401(k) plan. The activity reflects compensation-related equity usage rather than an open-market purchase or sale.
Matyger Allan Michael Junior reported acquisition or exercise transactions in this Form 4 filing.
WSFS Financial Corp executive vice president and chief information officer Allan Michael Junior received a grant of 2,517 shares of common stock on February 26, 2026, valued at $66.38 per share. After this award, his directly held common stock position is 5,118 shares.
The award vests over three years in roughly one-third increments, with vesting dates on April 15, 2027, April 15, 2028, and April 15, 2029. He also has 973 shares held indirectly through a 401(k) plan, and any performance-based restricted stock units will be reported separately once performance assessments are made.
WSFS Financial Corp Executive Vice President and CFO David Burg reported an equity award of 3,975 shares of common stock. The shares were acquired on February 26, 2026 at a reported price of $66.38 per share as a grant or award, rather than an open-market purchase.
The award vests over three years in 33% increments, with vesting dates of April 15, 2027, April 15, 2028, and April 15, 2029. Following this grant, Burg directly owns 29,104 shares of WSFS common stock. The filing notes that performance-based RSUs, if any, will be reported separately once performance outcomes are assessed.
WSFS Financial Corp Executive Vice President Jamie Patrick Hopkins received an equity award of 2,766 shares of common stock on February 26, 2026. The grant is classified as a non-derivative award acquisition at a reference price of $66.38 per share, bringing his directly owned total to 15,835 shares.
The award vests over three years in 33% increments, with vesting dates on April 15, 2027, April 15, 2028, and April 15, 2029. The disclosure notes this figure excludes any performance-based restricted stock units that will be reported separately once performance assessments are made.
WSFS Financial Corp executive Christine Elizabeth Davis, EVP and Chief Risk Officer, reported equity compensation activity in common stock. She acquired 4,754 shares and 2,820 shares through grant or award transactions at $66.38 per share, while 2,149 shares were disposed of to cover taxes on vested performance-based restricted share units.
The footnotes state she achieved a 76% performance level on PSUs granted on February 23, 2023 for the three-year period ended December 31, 2025, with each PSU representing one share of common stock. Following these moves, she directly holds 15,103 shares and indirectly holds 2,902 shares through a 401(k). Some additional PSUs without finalized performance assessments will be reported when evaluated.
WSFS Financial Corp executive Shari Kruzinski, EVP and Chief Consumer Banking Officer, reported equity compensation activity in company common stock. On February 26, 2026, she acquired 5,011 and 2,827 shares through grant or award transactions at a reported price of $66.38 per share.
In connection with vested performance-based restricted share units, 2,266 shares were withheld to cover taxes, as described in the footnotes. Following these direct transactions, she held 20,312 directly owned shares, plus 2,135 shares held indirectly through a 401(k) account.
WSFS Financial Corp President & CEO Rodger Levenson reported multiple equity award transactions in company common stock. On February 26, 2026, he acquired 31,245 shares and separately acquired 15,663 shares of common stock as grant or award acquisitions at $66.38 per share. A related transaction disposed of 14,744 shares at $66.38 per share as a tax-withholding disposition to cover taxes due on vested performance-based restricted share units, according to the footnotes. After these direct transactions, his reported direct holdings were 195,447 shares of common stock, and an additional 1,917 shares were held indirectly through a 401(k).
Wechsler James J reported acquisition or exercise transactions in this Form 4 filing.
WSFS Financial Corp executive James J. Wechsler received an award of 2,765 shares of common stock on the reported date, valued at $66.38 per share. This is an equity grant, not an open-market purchase.
The award vests over three years in 33% increments, with vesting dates on April 15, 2027, April 15, 2028, and April 15, 2029. After this grant, Wechsler directly holds 8,542 common shares, and an additional 679 shares are held indirectly through a 401(k) account. The totals do not include any performance-based restricted stock units that have not yet been assessed for goal achievement, which will be reported separately when evaluated.
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.
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.
WSFS Financial Corp director Eleuthere I. du Pont reported gifting shares of the company’s common stock. On February 18, 2026, he made two bona fide gift transfers: 1,140 shares held directly and 1,140 shares held indirectly through a trust for his children.
After these gifts, 6,836 shares remained in his direct holdings and 9,751 shares in the trust-related indirect holdings, with the trust position reported subject to a disclaimer of beneficial ownership except for his pecuniary interest.
WSFS Financial Corp executive vice president and chief operating officer Arthur J. Bacci reported derivative exercises and stock sales in company shares. On February 9, 2026, he exercised employee stock options into multiple small blocks of common stock and then executed open-market sales, including 1,929 shares at $70.51 per share. Following these transactions, he held 26,366 shares of WSFS common stock directly and 3,723 shares indirectly through a 401(k) plan.
WSFS Financial Corp executive James J. Wechsler, EVP Chief Commercial Banking Officer, reported a sale of common stock. On 02/05/2026, he sold 450 shares of WSFS common stock at a weighted-average price of $69.895 per share, with individual trade prices ranging from $69.89 to $69.90.
After this transaction, Wechsler directly beneficially owned 5,777 shares of WSFS common stock. He also indirectly held 679 shares through a 401K plan. The filing notes he can provide detailed breakdowns of the individual sale prices within the reported range upon request.
WSFS Financial Corp executive Shari Kruzinski, EVP and Chief Consumer Banking Officer, reported selling 1,000 shares of WSFS common stock on February 5, 2026. The sale used a weighted-average price of $70.10 per share across multiple trades within that single price.
After this transaction, Kruzinski beneficially owned 14,740 WSFS shares directly and 2,135 shares indirectly through a 401(k) plan. The filing notes that detailed trade-by-trade pricing within the reported range is available upon request to the company, shareholders, or SEC staff.
WSFS Financial Corporation director Michelle Hong reported receiving 655 shares of WSFS common stock on February 4, 2026. The shares were acquired at a price of $0.00 per share and are held directly. Following this transaction, she beneficially owns 655 shares of WSFS common stock.
Jamie P. Hopkins, Executive Vice President of WSFS Financial Corp (WSFS), reported a change in beneficial ownership on 10/02/2025. The filing shows 1,768 shares of Common Stock were disposed of under transaction code F at a price of $53.66 per share, leaving 13,069 shares beneficially owned after the transaction. The filing explains these 1,768 shares were withheld to cover taxes due on vested restricted stock units. The Form 4 is signed by an attorney-in-fact on behalf of Mr. Hopkins on 10/03/2025. All actions disclosed are routine withholding to satisfy tax obligations tied to vesting and do not state any other transfers or derivative transactions.