Over the 90-day window ending January 21, 2026, Wsfs Financial's three dominant insider ownership positions are held by President & Ceo Rodger Levenson (163.28K shares), Executive Vice President Patrick Joseph Ward (149.69K shares), Evp And Chro Lisa M Brubaker (42.59K shares).
| Holder | Position | Shares | Report Date |
|---|---|---|---|
| Rodger Levenson | President & Ceo | 163,283 | 17 Apr, 2025 |
| Patrick Joseph Ward | Executive Vice President | 149,687 | 17 Apr, 2024 |
| Lisa M Brubaker | Evp And Chro | 42,591 | 22 Dec, 2025 |
| Richard Wright | Evp | 32,678 | 13 Jan, 2023 |
| Karen Dougherty Buchholz | 28,718 | 12 Aug, 2025 | |
| Arthur J Bacci | Executive Vice President | 26,366 | 17 Apr, 2025 |
| Jennifer W Davis | 26,200 | 12 Aug, 2025 | |
| Anat Bird | 25,888 | 12 Aug, 2025 | |
| Stephen P Clark | Evp | 25,671 | 01 Aug, 2024 |
| David Burg | Executive Vice President | 25,129 | 19 Aug, 2025 |
| David G Turner | 22,653 | 12 Aug, 2025 | |
| Dominic C Canuso | Evp & Cfo | 21,382 | 18 Apr, 2023 |
| Francis B. Brake | 20,389 | 12 Aug, 2025 | |
| Michael Paul Reed | Executive Vice President | 19,133 | 19 Apr, 2022 |
| Pont Eleuthere I Du | 16,587 | 23 Dec, 2025 | |
| Lynn Mckee | 16,544 | 12 Aug, 2025 | |
| Shari Kruzinski | Evp And Chief Consumer Bk Officer | 15,740 | 17 Apr, 2025 |
| Peggy H Eddens | Evp | 14,645 | 03 Jan, 2022 |
| Michael J Donahue | 13,819 | 12 Aug, 2025 | |
| Jamie Patrick Hopkins | Executive Vice President | 13,069 | 03 Oct, 2025 |
| Christopher Gheysens | 12,040 | 12 Aug, 2025 | |
| Michael Conklin | Chief Human Resources Officer | 11,544 | 18 Apr, 2023 |
| Christine Elizabeth Davis | Evp And Chief Risk Officer | 11,431 | 17 Apr, 2025 |
| Diego F. Calderin | 11,383 | 13 Aug, 2024 | |
| Paul S Greenplate | Evp | 11,174 | 14 Dec, 2021 |
| Mark A Turner | 10,769 | 17 Aug, 2021 | |
| Francis J Leto | 9,753 | 08 Nov, 2022 | |
| Nancy J Foster | 8,602 | 12 Aug, 2025 | |
| James J Wechsler | Evp Chief Comm'L Banking Ofc | 6,227 | 17 Apr, 2025 |
* Please note that the shares above only reflect shares from the fund portfolio and the institutional portfolio. Shares from the personal portfolio are excluded from this Institutional Ownership Page. See these insiders' latest transactions here on Insider Page.
| Transaction Date | Insider Name | Security Class | Transaction Type | Shares Traded | Price | Shares Remaining | Ownership | Code |
|---|---|---|---|---|---|---|---|---|
| 18 Dec, 2025 | Lisa M Brubaker | Common Stock | D | 306 | $57.94 | 42,591 | D | F |
| 12 Dec, 2025 | Pont Eleuthere I Du | Common Stock | D | 1,326 | $0.00 | 7,976 | D | G |
| 12 Dec, 2025 | Pont Eleuthere I Du | Common Stock | A | 1,326 | $0.00 | 8,611 | I | G |
| 02 Oct, 2025 | Jamie Patrick Hopkins | Common Stock | D | 1,768 | $53.66 | 13,069 | D | F |
| 15 Aug, 2025 | David Burg | Common Stock | D | 5,604 | $55.13 | 25,129 | D | F |
| 15 Aug, 2025 | David Burg | - | - | 25,129 | D | |||
| 08 Aug, 2025 | Anat Bird | Common Stock | A | 1,123 | $53.47 | 25,888 | D | A |
| 08 Aug, 2025 | David G Turner | Common Stock | A | 1,123 | $53.47 | 22,653 | D | A |
| 08 Aug, 2025 | Michael J Donahue | Common Stock | A | 1,123 | $53.47 | 13,819 | D | A |
| 08 Aug, 2025 | Lynn Mckee | Common Stock | A | 1,123 | $53.47 | 16,544 | D | A |
| 08 Aug, 2025 | Pont Eleuthere I Du | Common Stock | A | 1,123 | $53.47 | 9,302 | D | A |
| 08 Aug, 2025 | Nancy J Foster | Common Stock | A | 1,123 | $53.47 | 8,602 | D | A |
| 08 Aug, 2025 | Jennifer W Davis | Common Stock | A | 1,123 | $53.47 | 26,200 | D | A |
| 08 Aug, 2025 | Karen Dougherty Buchholz | Common Stock | A | 1,123 | $53.47 | 28,718 | D | A |
| 08 Aug, 2025 | Francis B. Brake | - | - | 20,389 | D | |||
| 08 Aug, 2025 | Francis B. Brake | Common Stock | A | 1,123 | $53.47 | 20,389 | D | A |
| 08 Aug, 2025 | Christopher Gheysens | Common Stock | A | 1,123 | $53.47 | 12,040 | D | A |
| 15 Apr, 2025 | Arthur J Bacci | Common Stock | D | 429 | $47.26 | 27,308 | D | F |
| 15 Apr, 2025 | Arthur J Bacci | - | - | 26,953 | D | |||
| 15 Apr, 2025 | Arthur J Bacci | - | - | 27,308 | D |