Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.
| Issuer | Shares | Source | Last tx | Detail |
|---|---|---|---|---|
| WSFS FINANCIAL CORP | 31,736 | reported | 26 Feb 2026 | tx 62+102,690−69,188 |
| GreenSky, Inc. | 0 | reported | 29 Mar 2022 | tx 4+95,238−96,538 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 26 Feb 2026 | GRANT_AWARD | WSFS FINANCIAL CORP | 4,198 | 66.38 USD | |
| 26 Feb 2026 | TAX_WITHHOLDING | WSFS FINANCIAL CORP | 2,427 | 66.38 USD | |
| 26 Feb 2026 | GRANT_AWARD | WSFS FINANCIAL CORP | 5,370 | 66.38 USD | |
| 09 Feb 2026 | SALE | WSFS FINANCIAL CORP | 1,929 | 70.51 USD | |
| 09 Feb 2026 | SALE | WSFS FINANCIAL CORP | 17 | 70.51 USD | |
| 09 Feb 2026 | EXERCISE | WSFS FINANCIAL CORP | 17 | 51.84 USD | |
| 09 Feb 2026 | EXERCISE | WSFS FINANCIAL CORP | 1,929 | 51.84 USD | |
| 09 Feb 2026 | EXERCISE | WSFS FINANCIAL CORP | 59 | 36.11 USD | |
| 09 Feb 2026 | SALE | WSFS FINANCIAL CORP | 59 | 70.51 USD | |
| 09 Feb 2026 | EXERCISE | WSFS FINANCIAL CORP | 1,946 | 0.00 USD | deriv |
| 09 Feb 2026 | EXERCISE | WSFS FINANCIAL CORP | 59 | 0.00 USD | deriv |
| 15 Apr 2025 | TAX_WITHHOLDING | WSFS FINANCIAL CORP | 587 | 47.26 USD | |
| 15 Apr 2025 | TAX_WITHHOLDING | WSFS FINANCIAL CORP | 429 | 47.26 USD | |
| 15 Apr 2025 | TAX_WITHHOLDING | WSFS FINANCIAL CORP | 280 | 47.26 USD | |
| 15 Apr 2025 | TAX_WITHHOLDING | WSFS FINANCIAL CORP | 355 | 47.26 USD | |
| 15 Mar 2025 | TAX_WITHHOLDING | WSFS FINANCIAL CORP | 467 | 52.00 USD | |
| 27 Feb 2025 | GRANT_AWARD | WSFS FINANCIAL CORP | 3,219 | 53.49 USD | |
| 27 Feb 2025 | TAX_WITHHOLDING | WSFS FINANCIAL CORP | 2,435 | 53.49 USD | |
| 27 Feb 2025 | GRANT_AWARD | WSFS FINANCIAL CORP | 5,385 | 53.49 USD | |
| 30 Jul 2024 | EXERCISE | WSFS FINANCIAL CORP | 5,840 | 51.84 USD | |
| 30 Jul 2024 | SALE | WSFS FINANCIAL CORP | 2,769 | 56.38 USD | |
| 30 Jul 2024 | SALE | WSFS FINANCIAL CORP | 5,840 | 56.57 USD | |
| 30 Jul 2024 | EXERCISE | WSFS FINANCIAL CORP | 2,769 | 36.11 USD | |
| 30 Jul 2024 | EXERCISE | WSFS FINANCIAL CORP | 5,840 | 0.00 USD | deriv |
| 30 Jul 2024 | EXERCISE | WSFS FINANCIAL CORP | 2,769 | 0.00 USD | deriv |