[Form 4] WSFS FINANCIAL CORP Insider Trading Activity
Filing Impact
Filing Sentiment
Form Type
4
Rhea-AI Filing Summary
WSFS Financial Corp executive Lisa M. Brubaker reported routine tax-related share withholdings tied to equity compensation. On April 15, 2026, four transactions coded "F" show a total of 1,741 shares of Common Stock withheld at $69.07 per share to cover taxes on vested restricted stock units, rather than open-market sales.
Following these withholdings, Brubaker holds 48,903 shares of Common Stock directly and 1,964 shares indirectly through a 401(k) plan, indicating she retains a substantial equity stake in WSFS.
Positive
- None.
Negative
- None.
Insider Trade Summary
5 transactions reported
Mixed
5 txns
Insider
BRUBAKER LISA M
Role
EVP, CHRO
| Type | Security | Shares | Price | Value |
|---|---|---|---|---|
| Tax Withholding | Common Stock | 355 | $69.07 | $25K |
| Tax Withholding | Common Stock | 598 | $69.07 | $41K |
| Tax Withholding | Common Stock | 357 | $69.07 | $25K |
| Tax Withholding | Common Stock | 431 | $69.07 | $30K |
| holding | Common Stock | -- | -- | -- |
Holdings After Transaction:
Common Stock — 50,289 shares (Direct);
Common Stock — 1,964 shares (Indirect, 401k)
Footnotes (1)
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Key Figures
Tax-withheld shares: 1,741 shares
Withholding price: $69.07 per share
Direct holdings after transactions: 48,903 shares
+2 more
5 metrics
Tax-withheld shares
1,741 shares
Total shares withheld for taxes on vested RSUs on April 15, 2026
Withholding price
$69.07 per share
Price used for tax-withholding dispositions on April 15, 2026
Direct holdings after transactions
48,903 shares
Common Stock held directly by Lisa M. Brubaker after April 15, 2026
Indirect 401(k) holdings
1,964 shares
Common Stock held indirectly through a 401(k) plan after April 15, 2026
Largest single withholding lot
598 shares
Largest individual tax-withholding entry on April 15, 2026
Key Terms
restricted stock units, tax-withholding disposition, Form 4, 401k
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""
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.
Form 4 regulatory
"INSIDER FILING DATA (Form 4):"
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.
401k financial
""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.