Wsfs Financial WSFS Insider Ownership

NASDAQ WSFS

$78.65 +1.84 (+2.40%)

As of: Oct 22, 2026 · 1:18 PM EDT

Insider Holdings by Owner

831.25K Shares

Insider Ownership Statistics

as of 30 Sep, 2026

Insider Ownership

1.06%

▼-0.083% pp QoQ

Shares Held by Insiders

548.02K

filed for Sep 2026

▼-7.26% QoQ

Shares Outstanding

51.80Mn

51,799,002 shares

Direct Holdings

535.37K

Indirect: 12.65K

Net Shares Traded (QoQ)

-42.92K

net selling in Sep 2026

Insiders Holding Shares

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

Updated Oct 10, 2026

Over the trailing 12 months, WSFS insiders sold $5.64 million worth of shares (75.65K shares) in open-market trades, with no open-market purchases.

Behind WSFS Financial's open-market sales in the past 12 months were 5 insiders, and no insider bought.
Rodger Levenson (President & CEO) was the top open-market seller of WSFS Financial over the past 12 months, with $4.85 million sold (65.45K shares) and the latest sale on June 10, 2026.
The newest open-market trade among WSFS Financial insiders came on September 10, 2026, when Michael J. Donahue (Director) made a sale of 3.25K shares for $258,007.
Away from the open market, WSFS insiders received 95.62K shares in stock awards, acquired 84.28K shares through option exercises and conversions, gave up 62.6K shares to cover taxes or exercise prices and gave away 2.47K shares as gifts over the last 12 months.
According to Business Quant data, insiders at WSFS Financial reported 548.02K shares in total in their latest Form 4 filings, down 7.26% from 590.94K shares at the end of Q2 2026.
Indirect holdings, through trusts, partnerships, family members and other entities, make up 2.31% (12.65K shares) of WSFS Financial's insider total, with the other 97.69% (535.37K shares) held directly.
Business Quant counts 20 insiders with holdings in WSFS Financial stock, among the officers, directors and 10% owners who have filed a Form 4 in the past two years.
WSFS's largest insider holders by reported holdings are Rodger Levenson (President & CEO, 186.09K shares), Lisa M. Brubaker (EVP, CHRO, 48.9K shares) and Arthur J. Bacci (EVP, COO, 31.57K shares).
The holding of Rodger Levenson makes up 33.96% of all shares held by WSFS Financial insiders.
Institutions accounted for 91.50% of WSFS's outstanding shares in Q2 2026, insiders about 1.06% per their latest Form 4 filings, and other investors, including the public, about 7.44%.
Over the trailing 12 months, 19 insiders reported transactions in WSFS stock across 42 Form 4 filings.
This summary of WSFS Financial insider activity covers Form 4 filings through September 15, 2026.

Form 4 Holdings

Insiders Holding WSFS

Insiders 29

Shares held 831.25K

Of outstanding 1.60%

#	Insider	Position	Direct	Total	Share of Insiders	Last Filed
1	Rodger Levenson	President Ceo	186,088	186,088	22.4%	12 Jun, 2026
2	Patrick Joseph Ward	Executive Vice President	149,687	149,687	18.0%	17 Apr, 2024
3	Lisa M Brubaker	Evp, Chro	48,903	48,903	5.9%	17 Apr, 2026
4	Richard Wright	Evp	32,678	32,678	3.9%	13 Jan, 2023
5	Arthur J Bacci	Evp, Coo	31,569	31,569	3.8%	17 Apr, 2026
6	Karen Dougherty Buchholz	Director	29,641	29,641	3.6%	10 Aug, 2026
7	Jennifer W Davis	Director	27,123	27,123	3.3%	11 Aug, 2026
8	Anat Bird	Director	26,811	26,811	3.2%	10 Aug, 2026
9	Stephen P Clark	Evp	25,671	25,671	3.1%	01 Aug, 2024
10	David G Turner	Director	23,576	23,576	2.8%	10 Aug, 2026
11	David Burg	Executive Vice President, Cfo	23,034	23,034	2.8%	18 Aug, 2026
12	Dominic C Canuso	Evp Cfo	21,382	21,382	2.6%	17 Apr, 2023
13	Francis B. Brake	Director	21,312	21,312	2.6%	10 Aug, 2026
14	Michael Paul Reed	Executive Vice President	19,133	19,133	2.3%	19 Apr, 2022
15	Lynn Mckee	Director	17,467	17,467	2.1%	10 Aug, 2026
16	Shari Kruzinski	Evp, Chief Consumer Bk Officer	15,207	15,207	1.8%	30 Jul, 2026
17	Jamie Patrick Hopkins	Executive Vice President	14,647	14,647	1.8%	17 Apr, 2026
18	Peggy H Eddens	Evp	14,645	14,645	1.8%	03 Jan, 2022
19	Christine Elizabeth Davis	Evp, Chief Risk Officer	13,933	13,933	1.7%	17 Apr, 2026
20	Christopher Gheysens	Director	12,963	12,963	1.6%	10 Aug, 2026
21	Michael Conklin	Chief Human Resources Officer	11,544	11,544	1.4%	17 Apr, 2023
22	Michael J Donahue	Director	11,495	11,495	1.4%	11 Sep, 2026
23	Diego F. Calderin	Director	11,383	11,383	1.4%	13 Aug, 2024
24	Francis J Leto	Director	9,753	9,753	1.2%	08 Nov, 2022
25	Nancy J Foster	Director	8,602	8,602	1.0%	12 Aug, 2025
26	James J Wechsler	Evp Chief Comm'L Banking Ofc	8,032	8,032	1.0%	17 Apr, 2026
27	Pont Eleuthere I Du	Director	7,759	7,759	0.9%	10 Aug, 2026
28	Allan Michael Junior Matyger	Evp And Cio	4,645	4,645	0.6%	17 Apr, 2026
29	Michelle Hong	Director	2,563	2,563	0.3%	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

2,036 Insider Transactions

Source SEC Form 4

Latest quarter Sep 2026

Date	Insider	Position	Transaction	Shares	Price	Value	Shares Held After	Ownership
11 Sep, 2026	Arthur J Bacci	Evp, Coo	Disposed J	3,898	$79.73	$310.79K	0	Indirect
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	Francis B. Brake	Director	Acquired A	923	$81.27	$75.01K	21,312	Direct
07 Aug, 2026	Pont Eleuthere I Du	Director	Acquired A	923	$81.27	$75.01K	7,759	Direct
07 Aug, 2026	Michelle Hong	Director	Acquired A	1,908	$81.27	$155.06K	2,563	Direct
07 Aug, 2026	David G Turner	Director	Acquired A	923	$81.27	$75.01K	23,576	Direct
07 Aug, 2026	Lynn Mckee	Director	Acquired A	923	$81.27	$75.01K	17,467	Direct
07 Aug, 2026	Karen Dougherty Buchholz	Director	Acquired A	923	$81.27	$75.01K	29,641	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
07 Aug, 2026	Michael J Donahue	Director	Acquired A	923	$81.27	$75.01K	14,742	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

Showing 1 to 20 of 2,036 transactions