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 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 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.