WSFS Financial (WSFS) EVP reports 511-share tax withholding event

Filing Impact

(Neutral)

Filing Sentiment

(Neutral)

Form Type

Rhea-AI Filing Summary

WSFS Financial Corp executive James J. Wechsler reported routine tax-related share withholdings rather than open-market sales. On April 15, 2026, a total of 511 shares of Common Stock were withheld at $69.07 per share to cover taxes on vested restricted stock units, according to the footnotes.

After these dispositions, Wechsler directly owns 8,032 shares of WSFS Financial Corp common stock and indirectly holds 679 shares through a 401K account. A footnote also notes that the reported balance was adjusted by one share due to a rounding correction.

Insider Trade Summary

5 transactions reported

Mixed 5 txns

Insider Wechsler James J

Role EVP Chief Comm'l Banking Ofc

Type	Security	Shares	Price	Value
Tax Withholding	Common Stock	127	$69.07	$9K
Tax Withholding	Common Stock	178	$69.07	$12K
Tax Withholding	Common Stock	137	$69.07	$9K
Tax Withholding	Common Stock	69	$69.07	$5K
holding	Common Stock	--	--	--

Holdings After Transaction: Common Stock — 8,416 shares (Direct); Common Stock — 679 shares (Indirect, 401K)

Footnotes (1)

Represents shares withheld to cover taxes due on vested restricted stock units. The reported balance was adjusted by one share due to a rounding correction.

Key Figures

Tax-withheld shares: 511 shares Withholding price: $69.07 per share Direct holdings after transactions: 8,032 shares +1 more

4 metrics

Tax-withheld shares 511 shares Shares withheld to cover taxes on vested RSUs on April 15, 2026

Withholding price $69.07 per share Price used for tax-withholding dispositions of WSFS common stock

Direct holdings after transactions 8,032 shares James J. Wechsler’s direct WSFS common stock ownership after tax withholdings

Indirect 401K holdings 679 shares WSFS common shares held indirectly through a 401K account

Key Terms

restricted stock units, tax-withholding disposition, 401K, Form 4

4 terms

restricted stock units financial

"Represents shares withheld to cover taxes due on vested restricted stock units."

Restricted stock units are a type of company reward where employees are promised shares of stock, but they only fully own these shares after meeting certain conditions, like staying with the company for a set time. They matter because they can become valuable assets and are often used to motivate employees to help the company succeed.

tax-withholding disposition financial

"transaction_action: tax-withholding disposition, code F for tax liability payment"

A tax-withholding disposition is an event or transaction—such as selling or transferring securities, exercising options, or receiving compensation—that triggers a requirement to hold back part of the payment and remit it to tax authorities. It matters to investors because it reduces the cash they receive immediately and can change the timing and amount of taxable income, like a cashier taking a portion of your sale proceeds to pay taxes before you get the rest.

401K financial

"Indirect ownership of 679 Common Stock shares is reported with nature_of_ownership: 401K"

An employer-sponsored retirement savings plan in the United States that lets workers set aside part of their paycheck into investments with tax advantages; some plans also include employer matching contributions, which is like free money added to your savings. It matters to investors because 401(k) balances represent a large pool of household retirement assets that influence personal financial security, investor behavior, and long-term demand for stocks and bonds.

Form 4 regulatory

"INSIDER FILING DATA (Form 4) shows non-derivative transactions in Common Stock"

Form 4 is a official document that company insiders, such as executives or major shareholders, file with regulators whenever they buy or sell company shares. It provides transparency about how those with inside knowledge are trading, helping investors see if insiders are confident in the company's prospects or may be selling for personal reasons. This information can influence investor decisions by revealing insiders' perspectives on the company's value.

Form 4 Insider Transactions: What Each Field Means →

04/17/2026 - 11:06 AM

SEC Form 4

FORM 4

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

STATEMENT OF CHANGES IN BENEFICIAL OWNERSHIP

Filed pursuant to Section 16(a) of the Securities Exchange Act of 1934
or Section 30(h) of the Investment Company Act of 1940

OMB APPROVAL

OMB Number:			3235-0287
Estimated average burden
hours per response:			0.5

Check this box if no longer subject to Section 16. Form 4 or Form 5 obligations may continue. See Instruction 1(b).

Check this box to indicate that a transaction was made pursuant to a contract, instruction or written plan for the purchase or sale of equity securities of the issuer that is intended to satisfy the affirmative defense conditions of Rule 10b5-1(c). See Instruction 10.

1. Name and Address of Reporting Person^*

Wechsler James J

(Last)

(First)

(Middle)

500 DELAWARE AVENUE

(Street)

WILMINGTON

DELAWARE

19801

(City)

(State)

(Zip)

UNITED STATES

(Country)

2. Issuer Name and Ticker or Trading Symbol
WSFS FINANCIAL CORP [ WSFS ]

5. Relationship of Reporting Person(s) to Issuer
(Check all applicable)

	Director	10% Owner
X	Officer (give title below)	Other (specify below)
	EVP Chief Comm'l Banking Ofc

2a. Foreign Trading Symbol

3. Date of Earliest Transaction (Month/Day/Year)
04/15/2026

6. Individual or Joint/Group Filing (Check Applicable Line)

X	Form filed by One Reporting Person
	Form filed by More than One Reporting Person

4. If Amendment, Date of Original Filed (Month/Day/Year)

Table I - Non-Derivative Securities Acquired, Disposed of, or Beneficially Owned
1. Title of Security (Instr. 3)	2. Transaction Date (Month/Day/Year)	2A. Deemed Execution Date, if any (Month/Day/Year)	3. Transaction Code (Instr. 8)		4. Securities Acquired (A) or Disposed Of (D) (Instr. 3, 4 and 5)			5. Amount of Securities Beneficially Owned Following Reported Transaction(s) (Instr. 3 and 4)	6. Ownership Form: Direct (D) or Indirect (I) (Instr. 4)	7. Nature of Indirect Beneficial Ownership (Instr. 4)
1. Title of Security (Instr. 3)	2. Transaction Date (Month/Day/Year)	2A. Deemed Execution Date, if any (Month/Day/Year)	Code	V	Amount	(A) or (D)	Price		6. Ownership Form: Direct (D) or Indirect (I) (Instr. 4)	7. Nature of Indirect Beneficial Ownership (Instr. 4)
Common Stock	04/15/2026		F		127⁽¹⁾	D	$69.07	8,416⁽²⁾	D
Common Stock	04/15/2026		F		178⁽¹⁾	D	$69.07	8,238	D
Common Stock	04/15/2026		F		137⁽¹⁾	D	$69.07	8,101	D
Common Stock	04/15/2026		F		69⁽¹⁾	D	$69.07	8,032	D
Common Stock								679	I	401K

Table II - Derivative Securities Acquired, Disposed of, or Beneficially Owned (e.g., puts, calls, warrants, options, convertible securities)
1. Title of Derivative Security (Instr. 3)	2. Conversion or Exercise Price of Derivative Security	3. Transaction Date (Month/Day/Year)	3A. Deemed Execution Date, if any (Month/Day/Year)	4. Transaction Code (Instr. 8)		5. Number of Derivative Securities Acquired (A) or Disposed of (D) (Instr. 3, 4 and 5)		6. Date Exercisable and Expiration Date (Month/Day/Year)		7. Title and Amount of Securities Underlying Derivative Security (Instr. 3 and 4)		8. Price of Derivative Security (Instr. 5)	9. Number of derivative Securities Beneficially Owned Following Reported Transaction(s) (Instr. 4)	10. Ownership Form: Direct (D) or Indirect (I) (Instr. 4)	11. Nature of Indirect Beneficial Ownership (Instr. 4)
1. Title of Derivative Security (Instr. 3)	2. Conversion or Exercise Price of Derivative Security	3. Transaction Date (Month/Day/Year)	3A. Deemed Execution Date, if any (Month/Day/Year)	Code	V	(A)	(D)	Date Exercisable	Expiration Date	Title	Amount or Number of Shares	8. Price of Derivative Security (Instr. 5)		10. Ownership Form: Direct (D) or Indirect (I) (Instr. 4)	11. Nature of Indirect Beneficial Ownership (Instr. 4)

Explanation of Responses:

1. Represents shares withheld to cover taxes due on vested restricted stock units.

2. The reported balance was adjusted by one share due to a rounding correction.

Remarks:

	/s/ James J Wechsler III by Michael Griffe, as Attorney-in-Fact	04/17/2026
	** Signature of Reporting Person	Date
Reminder: Report on a separate line for each class of securities beneficially owned directly or indirectly.
* If the form is filed by more than one reporting person, see Instruction 4 (b)(v).
** Intentional misstatements or omissions of facts constitute Federal Criminal Violations See 18 U.S.C. 1001 and 15 U.S.C. 78ff(a).
Note: File three copies of this Form, one of which must be manually signed. If space is insufficient, see Instruction 6 for procedure.
Persons who respond to the collection of information contained in this form are not required to respond unless the form displays a currently valid OMB Number.
* Form 4: SEC 1474 (03-26)

Source: View Original Filing on SEC EDGAR

FAQ

What insider transaction did WSFS (WSFS) executive James J. Wechsler report?

James J. Wechsler reported tax-related share withholdings, not market sales. A total of 511 WSFS Financial Corp common shares were withheld on April 15, 2026 to cover taxes due on vested restricted stock units at $69.07 per share.

How many WSFS (WSFS) shares were withheld for James J. Wechsler’s taxes?

A total of 511 WSFS Financial Corp common shares were withheld for taxes. The filing shows four tax-withholding dispositions coded “F,” together reflecting shares delivered to satisfy tax liabilities on vested restricted stock units at $69.07 per share.

Did James J. Wechsler sell WSFS (WSFS) shares on the open market?

The transactions were tax-withholding dispositions, not open-market sales. Code “F” indicates shares were delivered to pay tax liabilities on vested restricted stock units, with 511 shares withheld at $69.07 per share rather than sold in market trades.

What are James J. Wechsler’s WSFS (WSFS) holdings after these transactions?

After the tax withholdings, James J. Wechsler directly holds 8,032 WSFS Financial Corp common shares. He also indirectly holds 679 additional shares through a 401K account, according to the Form 4’s reported post-transaction ownership balances.

What does the Form 4 footnote say about WSFS (WSFS) restricted stock units?

The footnote explains the withheld shares represent taxes on vested restricted stock units. It states the shares were retained to cover taxes due upon vesting, and also notes the reported share balance was adjusted by one share because of a rounding correction.