WSFS · Insider Trading

WSFS Financial Corp

Every open-market purchase and sale reported by WSFS officers, directors and 10%+ beneficial owners on SEC Form 4, which must be filed within two business days of the transaction. Sales often reflect scheduled 10b5-1 plans or tax withholding rather than a directional view, so read counts alongside the size and the filer.

Form 4 Filings
50
most recent
Open-Market Buys
0
code P
Sales
4
code S
Reporting Insiders
20
current holders
WSFS — Recent Form 4 Transactions (latest 2026-09-15)
FiledInsiderRole TypeSharesValue
2026-09-15 Arthur J Bacci EVP, COO J −3,898 −$310.79K
2026-09-11 Michael J Donahue Director Sell −3,247 −$258.01K
2026-08-18 David Burg Executive Vice President, CFO F −5,610 −$458.11K
2026-08-11 Jennifer W Davis Director A +923 +$75.01K
2026-08-10 Christopher Gheysens Director A +923 +$75.01K
2026-08-10 Lynn McKee Director A +923 +$75.01K
2026-08-10 Michelle Hong Director A +1,908 +$155.06K
2026-08-10 Francis B. Brake Director A +923 +$75.01K
2026-08-10 Eleuthere I du Pont Director A +923 +$75.01K
2026-08-10 Karen Dougherty Buchholz Director A +923 +$75.01K
2026-08-10 Michael J Donahue Director A +923 +$75.01K
2026-08-10 David G Turner Director A +923 +$75.01K
2026-08-10 Anat Bird Director A +923 +$75.01K
2026-07-30 Shari Kruzinski EVP, Chief Consumer Bk Officer Sell −3,500 −$286.09K
2026-06-12 Rodger Levenson President & CEO MIXED −2,976 −$2.16M
2026-04-17 Jamie Patrick Hopkins Executive Vice President F −1,189 −$82.12K
2026-04-17 Lisa M Brubaker EVP, CHRO F −1,741 −$120.25K
2026-04-17 Allan Michael Junior Matyger EVP and CIO F −474 −$32.74K
2026-04-17 Rodger Levenson President & CEO F −9,359 −$646.43K
2026-04-17 Christine Elizabeth Davis EVP, Chief Risk Officer F −1,170 −$80.81K
2026-04-17 James J Wechsler EVP Chief Comm'l Banking Ofc F −511 −$35.29K
2026-04-17 David Burg Executive Vice President, CFO F −460 −$31.77K
2026-04-17 Arthur J Bacci EVP, COO F −1,939 −$133.93K
2026-04-17 Shari Kruzinski EVP, Chief Consumer Bk Officer F −1,605 −$110.86K
2026-03-03 Rodger Levenson President & CEO MIXED +2,976 −$73.80K
2026-03-03 Lisa M Brubaker EVP, CHRO MIXED +2,168 −$56
2026-02-27 Allan Michael Junior Matyger EVP and CIO A +2,517 +$167.08K
2026-02-27 David Burg Executive Vice President, CFO A +3,975 +$263.86K
2026-02-27 Arthur J Bacci EVP, COO MIXED +7,141 +$474.02K
2026-02-27 Jamie Patrick Hopkins Executive Vice President A +2,766 +$183.61K
2026-02-27 Rodger Levenson President & CEO MIXED +32,164 +$2.14M
2026-02-27 Shari Kruzinski EVP, Chief Consumer Bk Officer MIXED +5,572 +$369.87K
2026-02-27 James J Wechsler EVP Chief Comm'l Banking Ofc A +2,765 +$183.54K
2026-02-27 Lisa M Brubaker EVP, CHRO MIXED +5,885 +$390.65K
2026-02-27 Christine Elizabeth Davis EVP, Chief Risk Officer MIXED +5,425 +$360.11K
2026-02-18 Eleuthere I du Pont Director G — —
2026-02-11 Arthur J Bacci EVP, COO MIXED — −$38.36K
2026-02-09 James J Wechsler EVP Chief Comm'l Banking Ofc Sell −450 −$31.45K
2026-02-09 Shari Kruzinski EVP, Chief Consumer Bk Officer Sell −1,000 −$70.10K
2026-02-06 Michelle Hong Director A +655 —
2025-12-23 Eleuthere I du Pont Director G — —
2025-12-22 Lisa M Brubaker EVP, CHRO F −306 −$17.73K
2025-10-03 Jamie Patrick Hopkins Executive Vice President F −1,768 −$94.87K
2025-08-19 David Burg Executive Vice President F −5,604 −$308.95K
2025-08-12 Nancy J Foster Director A +1,123 +$60.05K
2025-08-12 Lynn McKee Director A +1,123 +$60.05K
2025-08-12 Karen Dougherty Buchholz Director A +1,123 +$60.05K
2025-08-12 Christopher Gheysens Director A +1,123 +$60.05K
2025-08-12 Jennifer W Davis Director A +1,123 +$60.05K
2025-08-12 Michael J Donahue Director A +1,123 +$60.05K
WSFS — Current Insider Holders
InsiderRole Shares HeldValue
Rodger Levenson President & CEO 188,005 $14.35M
Lisa M Brubaker EVP, CHRO 51,655 $3.94M
Arthur J Bacci EVP, COO 31,569 $2.41M
Karen Dougherty Buchholz Director 29,641 $2.26M
Jennifer W Davis Director 27,123 $2.07M
Anat Bird Director 26,811 $2.05M
David G Turner Director 23,576 $1.80M
David Burg Executive Vice President, CFO 23,034 $1.76M
Francis B. Brake Director 21,312 $1.63M
Christine Elizabeth Davis EVP, Chief Risk Officer 17,664 $1.35M
Eleuthere I du Pont Director 17,510 $1.34M
Lynn McKee Director 17,467 $1.33M
Shari Kruzinski EVP, Chief Consumer Bk Officer 17,342 $1.32M
Jamie Patrick Hopkins Executive Vice President 15,200 $1.16M
Christopher Gheysens Director 12,963 $989.73K
Michael J Donahue Director 11,495 $877.64K
James J Wechsler EVP Chief Comm'l Banking Ofc 9,095 $694.40K
Nancy J Foster Director 8,602 $656.76K
Allan Michael Junior Matyger EVP and CIO 5,818 $444.20K
Michelle Hong Director 2,563 $195.69K
WSFS Insider Trading FAQ
Who are the insiders at WSFS?
20 officers, directors and 10%+ beneficial owners currently report holdings in WSFS via SEC Form 4.
Are WSFS insiders buying or selling?
Across the 50 most recent Form 4 filings for WSFS, 0 were open-market purchases (code P) and 4 were sales (code S). Sales frequently reflect scheduled 10b5-1 plans or tax withholding rather than a view on the stock.
How current is WSFS insider data?
Form 4 must be filed within two business days of the transaction, so this is close to real time. The most recent WSFS filing is dated 2026-09-15.
How to read Form 4 activity

Form 4 reports a change in beneficial ownership by an officer, director or 10%+ holder, and must be filed within two business days of the transaction — so this is close to real time, unlike the 45-day-lagged 13F institutional data.

Transaction codes matter more than the raw buy/sell count. Code P is an open-market purchase — an insider choosing to buy with their own money, which is the signal most research treats as informative. Code S is a sale, but sales are frequently pre-scheduled under a 10b5-1 plan or cover tax withholding on vesting equity, so a run of sales often says nothing directional. Codes A and M are grants and option exercises rather than open-market decisions.

Full filing history and per-insider positions are on the WSFS quote page; the site-wide leaderboard is on the insider transactions hub.

Market data may be delayed, incomplete, or inaccurate. Not a recommendation to buy, sell, or hold any security. Verify quotes with your broker before trading. See Terms §17.