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.
This page provides access to U.S. Securities and Exchange Commission (SEC) filings for WSFS Financial Corporation (Nasdaq: WSFS), a multibillion-dollar savings and loan holding company and parent of WSFS Bank. These filings offer detailed information on the company’s financial condition, capital structure, governance and material events.
Investors can review current reports on Form 8-K, which WSFS uses to disclose items such as quarterly earnings releases, earnings supplements and investor presentations under Items 2.02 and 7.01. For example, recent 8-K filings report results for quarters ended June 30 and September 30, 2025 and furnish related presentation materials used in meetings with investors and analysts.
The filings also include transaction-related 8-Ks, such as the report dated December 11, 2025 describing the completion of WSFS Financial Corporation’s underwritten public offering of 5.375% Fixed-to-Floating Rate Senior Unsecured Notes due 2035. That filing outlines the terms of the notes, the senior debt indenture and supplemental indenture, the underwriting agreement and the company’s intended use of proceeds.
Corporate governance developments appear in Form 8-K disclosures on board changes, including the appointment of a new member to the Board of Directors and related compensation information. These documents help readers understand the composition and independence of the board.
On Stock Titan, WSFS filings are updated as they become available from EDGAR, and AI-powered summaries can help explain the key points in lengthy documents such as 8-Ks, registration statements and indenture descriptions. Users can quickly identify which filings relate to earnings, capital markets activity, governance or other material events and then drill down into the original SEC documents for full details.
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.