Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.
| Issuer | Shares | Source | Last tx | Detail |
|---|---|---|---|---|
| STERLING BANCSHARES INC | 27,999 | reported | 26 Apr 2010 | tx 10+23,342 |
| WSFS FINANCIAL CORP | 25,888 | reported | 08 Aug 2025 | tx 22+16,848 |
| SUN BANCORP INC /NJ/ | 934 | reported | 21 May 2009 | tx 21+11,848 |
| FIRST INDIANA CORP | 0 | reported | 02 Jan 2008 | tx 9+6,074.75−16,617.57 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 08 Aug 2025 | GRANT_AWARD | WSFS FINANCIAL CORP | 1,123 | 53.47 USD | |
| 09 Aug 2024 | GRANT_AWARD | WSFS FINANCIAL CORP | 1,201 | 49.99 USD | |
| 11 Aug 2023 | GRANT_AWARD | WSFS FINANCIAL CORP | 1,373 | 43.72 USD | |
| 12 Aug 2022 | GRANT_AWARD | WSFS FINANCIAL CORP | 692 | 0.00 USD | |
| 13 Aug 2021 | GRANT_AWARD | WSFS FINANCIAL CORP | 769 | 0.00 USD | |
| 14 Aug 2020 | GRANT_AWARD | WSFS FINANCIAL CORP | 1,122 | 0.00 USD | |
| 06 Sept 2019 | GRANT_AWARD | WSFS FINANCIAL CORP | 1,833 | 0.00 USD | |
| 09 Aug 2019 | GRANT_AWARD | WSFS FINANCIAL CORP | 840 | 0.00 USD | |
| 10 Aug 2018 | GRANT_AWARD | WSFS FINANCIAL CORP | 692 | 0.00 USD | |
| 11 Aug 2017 | GRANT_AWARD | WSFS FINANCIAL CORP | 809 | 43.30 USD | |
| 25 Aug 2016 | GRANT_AWARD | WSFS FINANCIAL CORP | 226 | 0.00 USD | |
| 12 Aug 2016 | GRANT_AWARD | WSFS FINANCIAL CORP | 722 | 0.00 USD | |
| 14 Aug 2015 | GRANT_AWARD | WSFS FINANCIAL CORP | 926 | 0.00 USD | |
| 16 Dec 2014 | GRANT_AWARD | WSFS FINANCIAL CORP | 153 | 0.00 USD | |
| 08 Aug 2014 | GRANT_AWARD | WSFS FINANCIAL CORP | 367 | 0.00 USD | |
| 30 Apr 2014 | GRANT_AWARD | WSFS FINANCIAL CORP | 1,118 | 66.73 USD | |
| 04 Feb 2014 | PURCHASE | WSFS FINANCIAL CORP | 500 | 71.35 USD | first after silence |
| 12 Dec 2013 | GRANT_AWARD | WSFS FINANCIAL CORP | 312 | 0.00 USD | |
| 03 Dec 2013 | GRANT_AWARD | WSFS FINANCIAL CORP | 500 | 75.09 USD | |
| 18 Dec 2012 | GRANT_AWARD | WSFS FINANCIAL CORP | 555 | 0.00 USD | |
| 15 Dec 2011 | GRANT_AWARD | WSFS FINANCIAL CORP | 643 | 36.32 USD | |
| 16 Dec 2010 | GRANT_AWARD | WSFS FINANCIAL CORP | 372 | 47.22 USD | |
| 26 Apr 2010 | GRANT_AWARD | STERLING BANCSHARES INC | 2,590 | 5.79 USD | |
| 21 May 2009 | GRANT_AWARD | SUN BANCORP INC /NJ/ | 934 | 6.11 USD | |
| 21 May 2009 | GRANT_AWARD | SUN BANCORP INC /NJ/ | 3,082 | 6.11 USD |
2 purchases reported after at least 12 months of silence — most recent on 04 Feb 2014.