Patrick Joseph Ward
CIK 1682177 · Executive Vice President · last filed 2024-04-17
Patrick Joseph Ward is an Executive Vice President who has filed 39 SEC Form 4 insider transactions across 2 companies since 2016. The most recent filing shows the insider had shares withheld for taxes covering $38.7K of WSFS on Apr 17, 2024. Across all open-market trades the lifetime net is −$1.2M, making them a net seller over the disclosed history. Current disclosed insider exposure totals $12.0M across reported positions.
"Disclosed insider exposure" sums this person's most-recently-reported share counts across each company they're an insider in, multiplied by the current underlying price. It is not net worth — it misses retail holdings, private investments, real estate, index funds, and any company where the person isn't an SEC-reporting insider. For informational purposes only.
$12.03M
2
39
-$1.16M
Holdings By Company
| Symbol | Role | Shares | Price | Disclosed Exposure | Lifetime OM Net | Filings | Latest Filed |
|---|---|---|---|---|---|---|---|
| WSFS | Executive Vice President | 150,708 | $79.84 | $12.03M | -$1.06M | 34 | 2024-04-17 |
| WSFS FINANCIAL CORP (WSFSL) Delisted | Executive Vice President | 90,050 | — | — | -$98.5K | 5 | 2017-05-31 |
Recent Filings
39 filings| Filed | Symbol | Action | Net Shares | Net $ | Link |
|---|---|---|---|---|---|
| 2024-04-17 | WSFS | Tax (F) | −914 | -$38.7K | EDGAR |
| 2024-04-10 | WSFS | Exer (M) | +1,472 | $25.8K | EDGAR |
| 2024-03-26 | WSFS | Gift (G) | −1,121 | $0 | EDGAR |
| 2024-03-19 | WSFS | Tax (F) | −73 | -$3.1K | EDGAR |
| 2024-03-04 | WSFS | Grant (A) | +6,713 | $284.6K | EDGAR |
| 2023-12-14 | WSFS | Exer (M) | +4,424 | $91.9K | EDGAR |
| 2023-12-12 | WSFS | Mixed | −2,604 | -$108.0K | EDGAR |
| 2023-04-18 | WSFS | Tax (F) | −1,255 | -$46.0K | EDGAR |
| 2023-03-17 | WSFS | Tax (F) | −87 | -$3.4K | EDGAR |
| 2023-02-27 | WSFS | Grant (A) | +2,251 | $111.9K | EDGAR |
Notice (144 / 144/A): Form 144 is a notice of intent to sell restricted/control stock under Rule 144, filed before the sale; 144/A is an amendment. Many notices are pre-scheduled under Rule 10b5-1 plans. A Form 4 with code S typically follows within a few days when the planned sale executes; missing follow-up Form 4s suggest the notice was cancelled or modified.