Form 4 for WSFS WSFS FINANCIAL CORP
Accepted 2025-03-03 00:00:00 ET · period of report 2024-12-18 · accession 0001562180-25-001880 · SEC index · Original document
Summary rows
Aggregated the way they appear in lists: one row per insider, transaction code and security table.
| X | Filed | Traded | Ticker | Insider | Title | Type | Price | Qty | Owned | ΔOwn | Value |
|---|---|---|---|---|---|---|---|---|---|---|---|
| M | 2025-03-03 | 2025-02-27 | WSFS | BRUBAKER LISA M | EVP, CHRO | A - Grant | $53.49 | +7,427 | 46.0K | +19% | +$397.3K |
| M | 2025-03-03 | 2024-12-18+ | WSFS | BRUBAKER LISA M | EVP, CHRO | F - Tax | $53.45 | -1,972 | 44.3K | -4% | -$105.4K |
Purchase Sale Sale after option exercise All abbreviations
Every reported transaction
| # | Table | Security | Date | Code | A/D | Shares | Price | Owned after | Own | Exercise / expiry | Underlying | Footnotes |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | Common | Common Stock | 2025-02-27 | A | A | 2,254 | $53.49 | 40,811 | D | — | — | (F2) 3 year vest (33% increments) with first vesting date of 4/15/2026 and final vesting date of 4/15/2028. |
| 2 | Common | Common Stock | 2025-02-27 | A | A | 5,173 | $53.49 | 45,984 | D | — | — | (F3) On February 27, 2025, the Reporting Person achieved a performance level of 78% on an award of performance-based restricted share units ("PSUs") issued on February 24, 2022. This performance level represents the final determination of the PSUs during the three-year period ended December 31, 2024. Each PSU represents one share of WSFS Financial Corporation common stock. |
| 3 | Common | Common Stock | 2024-12-18 | F | D | 306 | $53.22 | 38,557 | D | — | — | (F1) Due to a clerical error, the original filing excluded the tax withholding on certain shares of common stock owned by the Reporting Person. This form has been amended to reflect the correct amount of securities beneficially owned including the shares of common stock following the reported transaction. |
| 4 | Common | Common Stock | 2025-02-27 | F | D | 1,666 | $53.49 | 44,318 | D | — | — | (F4) Represents shares withheld to cover taxes due on vested PSUs. (F5) Does not include PSUs, if any, held by the Reporting Person for which an assessment has not yet been made regarding the achievement of the applicable performance goals. Any such holding will be reported on a Form 4 within two business days of that date such assessment is made. |