Welcome to our dedicated page for Wsfs Finl SEC filings (Ticker: WSFS), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
WSFS Financial Corporation filings document the reporting obligations of a Nasdaq-listed bank holding company whose primary subsidiary is WSFS Bank. Its 8-K filings regularly furnish quarterly earnings releases, earnings supplements and Regulation FD presentation materials covering loan growth, deposits, fee income, credit conditions, capital actions and business-segment performance.
WSFS filings also cover proxy governance, director elections, executive compensation, board appointments, insider trading-plan disclosures, registered debt offerings and senior unsecured note financing. These records describe the company’s common stock, capital structure, corporate governance practices, risk disclosures and material events for its banking, Cash Connect, and Wealth and Trust businesses.
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 Corporation reports 2025 annual results and strategic progress. The Company ended 2025 with $21.3 billion in total assets and $97.4 billion in assets under management and administration.
Key 2025 metrics include diluted EPS of $5.09, core EPS of $5.21 (a 19% increase vs. 2024), net income attributable of $287.3 million, total deposits of $17.6 billion, and Common Equity Tier 1 of 13.92%. The Company returned $325 million of capital to shareholders, including $288 million in share repurchases.
WSFS Financial Corporation is asking stockholders to vote at its virtual 2026 Annual Meeting on May 14, 2026. The agenda includes electing three directors for three-year terms, an advisory vote on executive compensation, and ratifying KPMG LLP as independent auditor. The Board recommends voting FOR all three proposals.
WSFS highlights strong 2025 performance, including diluted EPS of $5.09, ROA of 1.36%, fee revenue of 31.8% of total revenue, net income of $287 million, and ROTCE of 17.55%. Tangible book value per share rose 21% to $33.11, and the company returned $324.7 million of capital to stockholders while maintaining a CET1 ratio of 13.92%.
The proxy details a 12-member, majority-independent Board with a combined Chairman/CEO and a Lead Independent Director, extensive committee structure, and skills-based board composition. Executive pay follows a pay-for-performance design using cash incentives and RSU/PSU equity awards tied to adjusted ROA, ROTCE, EPS, and strategic goals, supported by stock ownership guidelines, a clawback policy, double-trigger change-in-control protection, and restrictions on hedging and pledging.
WSFS Financial Corp disclosure: The Vanguard Group filed Amendment No. 6 to its Schedule 13G/A reporting that, following an internal realignment effective January 12, 2026, the filer and its disaggregated subsidiaries report separate holdings and The Vanguard Group reports 0 shares beneficially owned (0%).
The amendment is signed by Ashley Grim, Head of Global Fund Administration, dated 03/27/2026, and describes that certain subsidiaries now report on a disaggregated basis in reliance on SEC Release No. 34-39538.