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 | 50,644 | reported | 27 Feb 2026 | tx 47+76,259−29,829 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 27 Feb 2026 | EXERCISE | WSFS FINANCIAL CORP | 6,809 | 43.28 USD | |
| 27 Feb 2026 | TAX_WITHHOLDING | WSFS FINANCIAL CORP | 4,641 | 63.51 USD | |
| 27 Feb 2026 | EXERCISE | WSFS FINANCIAL CORP | 6,809 | 0.00 USD | deriv |
| 26 Feb 2026 | TAX_WITHHOLDING | WSFS FINANCIAL CORP | 2,334 | 66.38 USD | |
| 26 Feb 2026 | GRANT_AWARD | WSFS FINANCIAL CORP | 5,165 | 66.38 USD | |
| 26 Feb 2026 | GRANT_AWARD | WSFS FINANCIAL CORP | 3,054 | 66.38 USD | |
| 18 Dec 2025 | TAX_WITHHOLDING | WSFS FINANCIAL CORP | 306 | 57.94 USD | |
| 15 Apr 2025 | TAX_WITHHOLDING | WSFS FINANCIAL CORP | 244 | 47.26 USD | |
| 15 Apr 2025 | TAX_WITHHOLDING | WSFS FINANCIAL CORP | 294 | 47.26 USD | |
| 15 Apr 2025 | TAX_WITHHOLDING | WSFS FINANCIAL CORP | 186 | 47.26 USD | |
| 15 Apr 2025 | TAX_WITHHOLDING | WSFS FINANCIAL CORP | 408 | 47.26 USD | |
| 15 Mar 2025 | TAX_WITHHOLDING | WSFS FINANCIAL CORP | 289 | 52.00 USD | |
| 27 Feb 2025 | GRANT_AWARD | WSFS FINANCIAL CORP | 2,254 | 53.49 USD | |
| 27 Feb 2025 | GRANT_AWARD | WSFS FINANCIAL CORP | 5,173 | 53.49 USD | |
| 18 Dec 2024 | TAX_WITHHOLDING | WSFS FINANCIAL CORP | 306 | 53.22 USD | |
| 27 Feb 2025 | TAX_WITHHOLDING | WSFS FINANCIAL CORP | 1,666 | 53.49 USD | |
| 15 Apr 2024 | TAX_WITHHOLDING | WSFS FINANCIAL CORP | 959 | 42.37 USD | |
| 15 Mar 2024 | TAX_WITHHOLDING | WSFS FINANCIAL CORP | 70 | 41.91 USD | |
| 29 Feb 2024 | GRANT_AWARD | WSFS FINANCIAL CORP | 2,735 | 42.39 USD | |
| 18 Dec 2023 | GRANT_AWARD | WSFS FINANCIAL CORP | 2,464 | 45.66 USD | |
| 10 Dec 2023 | TAX_WITHHOLDING | WSFS FINANCIAL CORP | 358 | 41.48 USD | |
| 15 Apr 2023 | TAX_WITHHOLDING | WSFS FINANCIAL CORP | 1,258 | 36.69 USD | |
| 15 Mar 2023 | TAX_WITHHOLDING | WSFS FINANCIAL CORP | 81 | 39.49 USD | |
| 23 Feb 2023 | GRANT_AWARD | WSFS FINANCIAL CORP | 2,266 | 49.69 USD | |
| 30 Dec 2022 | EXERCISE | WSFS FINANCIAL CORP | 1,091 | 29.86 USD |