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 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.
WSFS Financial Corporation disclosed that its Chairman, President and CEO, Rodger Levenson, has adopted a pre-arranged stock trading plan under Rule 10b5-1. The plan allows for the potential exercise of vested stock options and related sale of up to 65,446 shares of common stock between June 10, 2026 and June 30, 2027.
Levenson currently beneficially owns approximately 247,000 shares of WSFS common stock. Even if the full amount under the plan is sold, he would continue to hold common stock well above the company’s stock ownership guideline of 100,000 vested shares.
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.
WSFS Financial Corporation is a Wilmington, Delaware-based savings and loan holding company with $21.3 billion in assets and $97.4 billion in assets under management and administration as of December 31, 2025. Its primary subsidiary, WSFS Bank, operates 113 offices across Pennsylvania, Delaware, New Jersey, Florida, Nevada and Virginia.
The company runs three main segments: WSFS Bank (commercial and consumer lending and deposits), Cash Connect® (ATM vault cash, smart safe and cash logistics) and Wealth and Trust (private wealth, institutional trust and related services). Net loans and leases were $13.1 billion, with a diversified commercial-focused book and consumer exposure including home equity and partnership-originated loans.
Total client deposits reached $17.6 billion, with estimated uninsured deposits of $7.1 billion. WSFS emphasizes disciplined credit, asset/liability and capital management, reporting a 12.85% common equity-to-assets ratio and 8.69% tangible common equity-to-tangible assets. The company also refinanced senior and subordinated debt in 2025 to optimize its funding profile while maintaining well-capitalized regulatory status.
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.