Patrick Joseph Ward
CIK 1682177 · Executive Vice President · last filed 2024-04-17
"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.
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Disclosed Exposure
$12.03M
Companies
2
Total Filings
39
Lifetime Open-Market Net
-$1.16M
Holdings By Company
Latest on-record share count from this person's most recent non-derivative Form 4 transaction in each company. Disclosed exposure = shares × current underlying price.
| 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 · Page 2 of 4
39 filingsInsider activity across all companies, newest first. Form 4 rows are post-trade confirmations (buys, sells, grants, exercises). Notice (144) rows are pre-trade notices of intent to sell restricted or control stock under Rule 144 — they may not all execute. Compare adjacent dates to see which notices became actual sales.
| Filed | Symbol | Action | Net Shares | Net $ | Link |
|---|---|---|---|---|---|
| 2022-12-16 | WSFS | Mixed | +2,482 | -$2.8K | EDGAR |
| 2022-12-13 | WSFS | Tax (F) | −377 | -$17.5K | EDGAR |
| 2022-09-02 | WSFS | Grant (A) | +1,590 | $0 | EDGAR |
| 2022-04-19 | WSFS | Tax (F) | −985 | -$41.2K | EDGAR |
| 2022-02-28 | WSFS | Grant (A) | +5,353 | $0 | EDGAR |
| 2021-12-14 | WSFS | Tax (F) | −377 | -$18.8K | EDGAR |
| 2021-11-19 | WSFS | Exer (M) | +2,104 | $29.9K | EDGAR |
| 2021-11-12 | WSFS | Sell (S) | −560 | -$31.1K | EDGAR |
| 2021-05-27 | WSFS | Gift (G) | −477 | $0 | EDGAR |
| 2021-04-19 | WSFS | Tax (F) | −596 | -$29.8K | EDGAR |
Form 4 codes: P = open-market purchase · S = open-market sale · A = grant/award · M = option exercise · F = tax withholding at vest · G = bona-fide gift · D = disposition to issuer · J = other (see filing footnote). Only P / S codes carry directional signal.
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.
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.