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 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.
WSFS Financial Corp executive vice president and chief operating officer Arthur J. Bacci reported derivative exercises and stock sales in company shares. On February 9, 2026, he exercised employee stock options into multiple small blocks of common stock and then executed open-market sales, including 1,929 shares at $70.51 per share. Following these transactions, he held 26,366 shares of WSFS common stock directly and 3,723 shares indirectly through a 401(k) plan.
WSFS has a Form 144 notice covering a planned sale of 1,000 shares of its common stock, with an aggregate market value of $70,100, through Morgan Stanley Smith Barney LLC on or around 02/05/2026 on NASDAQ.
The shares were originally acquired through RSU award vestings dated 03/15/2023 and 04/15/2023, totaling 96 and 904 shares respectively, with cash payment listed on 02/06/2026. Shares outstanding were 53,409,516 at the time indicated, providing scale for the planned sale.
WSFS Financial Corp executive James J. Wechsler, EVP Chief Commercial Banking Officer, reported a sale of common stock. On 02/05/2026, he sold 450 shares of WSFS common stock at a weighted-average price of $69.895 per share, with individual trade prices ranging from $69.89 to $69.90.
After this transaction, Wechsler directly beneficially owned 5,777 shares of WSFS common stock. He also indirectly held 679 shares through a 401K plan. The filing notes he can provide detailed breakdowns of the individual sale prices within the reported range upon request.
WSFS Financial Corp executive Shari Kruzinski, EVP and Chief Consumer Banking Officer, reported selling 1,000 shares of WSFS common stock on February 5, 2026. The sale used a weighted-average price of $70.10 per share across multiple trades within that single price.
After this transaction, Kruzinski beneficially owned 14,740 WSFS shares directly and 2,135 shares indirectly through a 401(k) plan. The filing notes that detailed trade-by-trade pricing within the reported range is available upon request to the company, shareholders, or SEC staff.