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.
WSFS Financial Corporation is planning a public offering of fixed-to-floating rate senior unsecured notes maturing in 2035. The notes will pay a fixed interest rate from 2025 until 2030, then switch to a floating rate based on Three-Month Term SOFR plus a spread, with interest paid semi-annually and then quarterly.
The notes are senior unsecured obligations of WSFS Financial Corporation, structurally subordinated to liabilities of its subsidiaries, and may be redeemed at par on interest payment dates beginning in 2030. WSFS expects to use the net proceeds to repay $150 million of its outstanding 2.75% senior notes due 2030, plus accrued interest, and for general corporate purposes.
WSFS Financial Corporation filed its Quarterly Report for the period ended September 30, 2025. Interest and fees on loans and leases were $218,250 for the quarter versus $235,977 a year earlier. For the nine months, this line was $651,007 versus $691,495. Other interest income was $13,789 versus $9,875 in the prior‑year quarter.
In a disclosed subsequent event, on July 8, 2025 the company completed the sale of the majority of its remaining unsecured consumer lending portfolio generated through its partnership with Upstart Holdings, Inc., in a series of transactions. These loans were classified in Loans, held for sale as of September 30, 2025. Shares outstanding were 54,675,949 as of October 31, 2025.
WSFS Financial Corporation appointed Michelle Hong to its Board of Directors, effective December 1, 2025. With her addition, the Board will have 12 members, 11 of whom are independent, including Ms. Hong.
As a non-employee director, Ms. Hong will receive cash and equity compensation as described in the Company’s 2025 Proxy Statement, prorated from her appointment date. She will stand for reelection at the 2026 Annual Meeting of Stockholders. The Company reported no arrangements leading to her selection and no related-party transactions requiring disclosure under Item 404(a). A press release announcing the appointment was furnished as Exhibit 99.1.
WSFS Financial Corporation furnished materials related to its quarterly results. On October 23, 2025, the company furnished a press release reporting earnings for the quarter ended September 30, 2025 as Exhibit 99.1.
It also furnished an earnings release supplement and investor presentation for use throughout the fourth quarter of 2025 as Exhibit 99.2. The information in these exhibits was furnished under Item 2.02 and Item 7.01 and is not deemed filed under the Exchange Act.
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.
David Burg, an Executive Vice President and director at WSFS Financial Corp (WSFS), reported a transaction involving company common stock. On 08/15/2025 he disposed of 5,604 shares at a price of $55.13 per share; the filing states these shares were withheld to cover taxes on vested restricted stock units. After the transaction he beneficially owned 25,129 shares. The Form 4 was submitted via an attorney-in-fact and includes an explanation that the disposition represents tax withholding on vested RSUs.
WSFS Financial Corp director David G. Turner reported an insider purchase of 1,123 shares of WSFS common stock on 08/08/2025 at a reported price of $53.47 per share, bringing his beneficial ownership to 22,653 shares. The Form 4 was filed and signed by Turner by power of attorney on 08/12/2025.
Director Lynn McKee reported a purchase of 1,123 shares of WSFS Financial Corp common stock on 08/08/2025 at a price of $53.47 per share, increasing direct beneficial ownership to 16,544 shares. The Form 4 shows the transaction recorded as an "A" (acquisition) in the non-derivative securities table and lists no derivative activity.
Christopher Gheysens, a director of WSFS Financial Corp (WSFS), acquired 1,123 shares of the company's common stock on 08/08/2025 at $53.47 per share. Following this purchase he directly beneficially owned 12,040 shares. The Form 4 indicates the disclosure was filed by one reporting person under Section 16 as a non-derivative acquisition.
Nancy Foster, a director of WSFS Financial Corp (WSFS), reported acquiring 1,123 shares of common stock on 08/08/2025 at $53.47 per share. After the purchase she beneficially owned 8,602 shares, held directly. The Form 4 entry documents insider buying by a director, increasing her direct stake in the company by the reported amount.