Wsfs Financial WSFS Insider Ownership

NASDAQ WSFS
$75.57 -0.27 (-0.36%)
At close: Sep 30, 2026 · 4:00 PM EDT

Insider Holdings by Owner

1.24Mn Shares

Insider Ownership Statistics

as of 30 Sep, 2026
Insider Ownership
2.41%
▼-0.025% pp QoQ
Shares Held by Insiders
1.25Mn
filed for Sep 2026
▼-1.02% QoQ
Shares Outstanding
51.80Mn
51,799,002 shares
Direct Holdings
1.24Mn
Indirect: 12.51K
Net Shares Traded (QoQ)
-12.91K
net selling in Sep 2026
Insiders Holding Shares
30
with Form 4 holdings on file

Shares Owned by Insiders

Shares held % of outstanding
Latest —
Average ownership —
Peak ownership —

Shares Purchased/Sold by Insiders

Bought Sold
Latest quarter —
Net over range —
Buying quarters —

Insider Ownership Summary

Quarter ending 30 Sep, 2026

As of September 29, 2026, the three largest insider holders of WSFS are Rodger Levenson (President Ceo, 186.09K shares), Patrick Joseph Ward (Executive Vice President, 149.69K shares), Patrick Joseph Ward (Evp, 132.82K shares).

Form 4 Holdings

Insiders Holding WSFS

Insiders 30
Shares held 1.24Mn
Of outstanding 2.39%
# Insider Position Direct Indirect Total Share of Insiders Last Filed
1 Rodger Levenson President Ceo 294,662 0 294,662 23.8% 12 Jun, 2026
2 Patrick Joseph Ward Executive Vice President 282,505 0 282,505 22.8% 17 Apr, 2024
3 Lisa M Brubaker Evp, Chro 75,357 0 75,357 6.1% 17 Apr, 2026
4 Richard Wright Evp 73,664 0 73,664 6.0% 13 Jan, 2023
5 Stephen P Clark Evp 49,448 0 49,448 4.0% 01 Aug, 2024
6 Arthur J Bacci Evp, Coo 46,678 0 46,678 3.8% 17 Apr, 2026
7 Dominic C Canuso Evp Cfo 38,201 0 38,201 3.1% 17 Apr, 2023
8 Peggy H Eddens Evp 33,483 0 33,483 2.7% 03 Jan, 2022
9 Karen Dougherty Buchholz Director 29,641 0 29,641 2.4% 10 Aug, 2026
10 Jennifer W Davis Director 27,123 0 27,123 2.2% 11 Aug, 2026
11 Anat Bird Director 26,811 0 26,811 2.2% 10 Aug, 2026
12 David G Turner Director 23,576 0 23,576 1.9% 10 Aug, 2026
13 David Burg Executive Vice President, Cfo 23,034 0 23,034 1.9% 18 Aug, 2026
14 Paul S Greenplate Evp 22,759 0 22,759 1.8% 14 Dec, 2021
15 Francis B. Brake Director 21,312 0 21,312 1.7% 10 Aug, 2026
16 Michael Paul Reed Executive Vice President 19,133 0 19,133 1.5% 19 Apr, 2022
17 Lynn Mckee Director 17,467 0 17,467 1.4% 10 Aug, 2026
18 Shari Kruzinski Evp, Chief Consumer Bk Officer 15,207 0 15,207 1.2% 30 Jul, 2026
19 Jamie Patrick Hopkins Executive Vice President 14,647 0 14,647 1.2% 17 Apr, 2026
20 Christine Elizabeth Davis Evp, Chief Risk Officer 13,933 0 13,933 1.1% 17 Apr, 2026
21 Christopher Gheysens Director 12,963 0 12,963 1.0% 10 Aug, 2026
22 Michael Conklin Chief Human Resources Officer 11,544 0 11,544 0.9% 17 Apr, 2023
23 Michael J Donahue Director 11,495 0 11,495 0.9% 11 Sep, 2026
24 Diego F. Calderin Director 11,383 0 11,383 0.9% 13 Aug, 2024
25 Francis J Leto Director 9,753 0 9,753 0.8% 08 Nov, 2022
26 Nancy J Foster Director 8,602 0 8,602 0.7% 12 Aug, 2025
27 James J Wechsler Evp Chief Comm'L Banking Ofc 8,032 0 8,032 0.6% 17 Apr, 2026
28 Pont Eleuthere I Du Director 7,759 0 7,759 0.6% 10 Aug, 2026
29 Allan Michael Junior Matyger Evp And Cio 4,645 0 4,645 0.4% 17 Apr, 2026
30 Michelle Hong Director 2,563 0 2,563 0.2% 10 Aug, 2026

Each row is that insider’s most recently reported position, from Form 4 filings over the last 60 months — which is why this total does not tie to the quarterly series above, where a quarter counts only the insiders who filed in it. Shares held through a fund or institutional portfolio are counted on the institutional ownership page instead.

Form 4 Filings

2,035 Insider Transactions

Source SEC Form 4
Latest quarter Sep 2026
Download Data
Date Insider Position Transaction Shares Price Value Shares Held After Ownership
10 Sep, 2026 Michael J Donahue Director Disposed S 3,247 $79.46 $258.01K 11,495 Direct
15 Aug, 2026 David Burg Executive Vice President, Cfo Disposed F 5,610 $81.66 $458.11K 23,034 Direct
07 Aug, 2026 Jennifer W Davis Director Acquired A 923 $81.27 $75.01K 27,123 Direct
07 Aug, 2026 Lynn Mckee Director Acquired A 923 $81.27 $75.01K 17,467 Direct
07 Aug, 2026 Michael J Donahue Director Acquired A 923 $81.27 $75.01K 14,742 Direct
07 Aug, 2026 Pont Eleuthere I Du Director Acquired A 923 $81.27 $75.01K 7,759 Direct
07 Aug, 2026 Karen Dougherty Buchholz Director Acquired A 923 $81.27 $75.01K 29,641 Direct
07 Aug, 2026 David G Turner Director Acquired A 923 $81.27 $75.01K 23,576 Direct
07 Aug, 2026 Michelle Hong Director Acquired A 1,908 $81.27 $155.06K 2,563 Direct
07 Aug, 2026 Francis B. Brake Director Acquired A 923 $81.27 $75.01K 21,312 Direct
07 Aug, 2026 Anat Bird Director Acquired A 923 $81.27 $75.01K 26,811 Direct
07 Aug, 2026 Christopher Gheysens Director Acquired A 923 $81.27 $75.01K 12,963 Direct
28 Jul, 2026 Shari Kruzinski Evp, Chief Consumer Bk Officer Disposed S 3,500 $81.74 $286.09K 15,207 Direct
10 Jun, 2026 Rodger Levenson President Ceo Acquired M 34,740 $36.11 $1.25Mn 223,804 Direct
10 Jun, 2026 Rodger Levenson President Ceo Acquired M 27,730 $51.84 $1.44Mn 251,534 Direct
10 Jun, 2026 Rodger Levenson President Ceo Disposed S 50,040 $74.01 $3.70Mn 201,494 Direct
10 Jun, 2026 Rodger Levenson President Ceo Disposed S 15,406 $74.43 $1.15Mn 186,088 Direct
10 Jun, 2026 Rodger Levenson President Ceo Disposed M 27,730 $0.00 $0 0 Direct
10 Jun, 2026 Rodger Levenson President Ceo Disposed M 34,740 $0.00 $0 0 Direct
15 Apr, 2026 Jamie Patrick Hopkins Executive Vice President Disposed F 636 $69.07 $43.93K 15,200 Direct