Welcome to our dedicated page for WSFS FINANCIAL 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.
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 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.
A holder of WSFS common stock has filed a notice of proposed sale under Rule 144. The filer plans to sell 2005 shares of common stock through Morgan Stanley Smith Barney LLC on the NASDAQ, with an indicated aggregate market value of 141372.55.
The filing reports that these 2005 shares were acquired on 02/09/2026 via a stock option exercise from the issuer for cash. The issuer had 54675949 shares of this class outstanding, and the approximate sale date is listed as 02/09/2026. The signer represents they are not aware of undisclosed material adverse information about the issuer.
WSFS Financial Corporation director Michelle Hong reported receiving 655 shares of WSFS common stock on February 4, 2026. The shares were acquired at a price of $0.00 per share and are held directly. Following this transaction, she beneficially owns 655 shares of WSFS common stock.
WSFS Financial Corporation filed a current report to share its latest quarterly results and investor materials. The company furnished a press release as Exhibit 99.1 announcing earnings for the quarter ended December 31, 2025, and an earnings release supplement as Exhibit 99.2.
These materials were provided under the non-filed disclosure Items 2.02 and 7.01, meaning they are supplied for informational purposes and are not automatically incorporated into other securities filings unless specifically referenced. Management expects to use the attached presentation and supplement when speaking with investors and analysts during the first quarter of 2026.
WSFS Financial Corp director Michelle Hong filed a Section 16 ownership report effective 12/01/2025, covering her relationship to the company as a director. The explanation of responses states that no securities are beneficially owned, and the report is filed for one reporting person only.