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 | 198,423 | reported | 27 Feb 2026 | tx 148+528,695−344,183 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 27 Feb 2026 | TAX_WITHHOLDING | WSFS FINANCIAL CORP | 10,015 | 63.51 USD | |
| 27 Feb 2026 | EXERCISE | WSFS FINANCIAL CORP | 12,991 | 43.28 USD | |
| 27 Feb 2026 | EXERCISE | WSFS FINANCIAL CORP | 12,991 | 0.00 USD | deriv |
| 26 Feb 2026 | GRANT_AWARD | WSFS FINANCIAL CORP | 31,245 | 66.38 USD | |
| 26 Feb 2026 | TAX_WITHHOLDING | WSFS FINANCIAL CORP | 14,744 | 66.38 USD | |
| 26 Feb 2026 | GRANT_AWARD | WSFS FINANCIAL CORP | 15,663 | 66.38 USD | |
| 15 Apr 2025 | TAX_WITHHOLDING | WSFS FINANCIAL CORP | 1,040 | 47.26 USD | |
| 15 Apr 2025 | TAX_WITHHOLDING | WSFS FINANCIAL CORP | 2,765 | 47.26 USD | |
| 15 Apr 2025 | TAX_WITHHOLDING | WSFS FINANCIAL CORP | 2,182 | 47.26 USD | |
| 15 Apr 2025 | TAX_WITHHOLDING | WSFS FINANCIAL CORP | 2,157 | 47.26 USD | |
| 15 Mar 2025 | TAX_WITHHOLDING | WSFS FINANCIAL CORP | 2,127 | 52.00 USD | |
| 27 Feb 2025 | TAX_WITHHOLDING | WSFS FINANCIAL CORP | 14,690 | 53.49 USD | |
| 27 Feb 2025 | GRANT_AWARD | WSFS FINANCIAL CORP | 14,342 | 53.49 USD | |
| 27 Feb 2025 | GRANT_AWARD | WSFS FINANCIAL CORP | 31,122 | 53.49 USD | |
| 21 Feb 2025 | SALE | WSFS FINANCIAL CORP | 4,816 | 55.21 USD | |
| 21 Feb 2025 | SALE | WSFS FINANCIAL CORP | 2,383 | 55.18 USD | |
| 21 Feb 2025 | EXERCISE | WSFS FINANCIAL CORP | 2,580 | 48.40 USD | |
| 21 Feb 2025 | EXERCISE | WSFS FINANCIAL CORP | 4,816 | 48.40 USD | |
| 21 Feb 2025 | EXERCISE | WSFS FINANCIAL CORP | 2,580 | 0.00 USD | deriv |
| 21 Feb 2025 | EXERCISE | WSFS FINANCIAL CORP | 4,816 | 0.00 USD | deriv |
| 15 Apr 2024 | TAX_WITHHOLDING | WSFS FINANCIAL CORP | 6,041 | 42.37 USD | |
| 15 Mar 2024 | TAX_WITHHOLDING | WSFS FINANCIAL CORP | 518 | 41.91 USD | |
| 29 Feb 2024 | GRANT_AWARD | WSFS FINANCIAL CORP | 17,571 | 42.39 USD | |
| 10 Dec 2023 | TAX_WITHHOLDING | WSFS FINANCIAL CORP | 2,671 | 41.48 USD | |
| 15 Apr 2023 | TAX_WITHHOLDING | WSFS FINANCIAL CORP | 6,565 | 36.69 USD |