WSFS FINANCIAL CORP

National Commercial Banks

WSFS Banks & Consumer Finance People in Banks & Consumer Finance SEC CIK 0000828944 ↗

Computed from SEC EDGAR filings and closing prices — not copied from any wealth ranking. Dataset . How we calculate this.

Market capitalisation
$4.07B
51,090,605 shares Covers every share class this company has on file.
Insiders on file
17
people who have filed Form 3, 4 or 5 naming this issuer
Value of insider-held stock
$57.56M
from the holdings reported on Forms 3/4/5; this figure has no separate as-of date on file
Insider-held share of market cap
1.41%
insider-held value divided by market capitalisation

What WSFS FINANCIAL CORP reports

Revenue and net income below are for fiscal period FY2022, the period label carried by this company’s own annual XBRL filings to the SEC. Fiscal years do not line up between companies — one company’s FY2026 can cover much the same months as another’s FY2025 — so compare the periods, not just the numbers.

Revenue
$963.95M
FY2022 annual revenue, from this company’s own annual XBRL filings to the SEC
Net income
$287.35M
FY2022 profit for the period, from this company’s own annual XBRL filings to the SEC
Employees
2,391
Yahoo Finance
Where the employee count comes from

Headcount comes from Yahoo Finance, not from a filing. The date beside it is the day we retrieved the figure — it is not the date the company counted its staff, and Yahoo does not publish that date. Unlike the SEC filings behind the other figures on this page, this one carries no open licence, so we publish the number and nothing else from that source.

Insiders at WSFS FINANCIAL CORP

Shares is what each person last reported holding here.

Everyone below has filed at least one insider report against this company.

Value is that share count priced at the same closing price used everywhere else on this site. A row priced from only some of a person’s securities says so — we do not quietly present a partial sum as a complete one.

Rows are grouped by the role each person reports.

The role comes from the relationship boxes a person ticks on their own insider filings — officer, director, ten per cent owner — not from anything we infer. Somebody who is both an officer and a director appears once, in the combined group, so the row count still matches the figure at the top of this page. Where no filing states a role we say so instead of guessing one.

People who file insider reports against WSFS FINANCIAL CORP.
Insider Reported role Shares Value Last action
Officers 9
Rodger Levenson CEO 200,340 $15.90M S Open-market sale Jun 10, 2026 position reported
Patrick Joseph Ward EVP 150,708 $11.96M F Shares withheld for taxes Apr 15, 2024 position reported
Lisa M. Brubaker EVP 52,608 $4.18M F Shares withheld for taxes Apr 15, 2026 position reported
Arthur J. Bacci COO 37,230 $2.95M F Shares withheld for taxes Apr 15, 2026 position reported
David Burg CFO 29,104 $2.31M F Shares withheld for taxes Aug 15, 2026 position reported
Stephen P Clark EVP 28,077 $2.23M S Open-market sale Jul 30, 2024 position reported
Shari Kruzinski EVP 22,447 $1.78M S Open-market sale Jul 28, 2026 position reported
Christine Elizabeth Davis EVP 18,005 $1.43M F Shares withheld for taxes Apr 15, 2026 position reported
Jamie Patrick Hopkins EVP 15,835 $1.26M F Shares withheld for taxes Apr 15, 2026 position reported
Directors 8
Karen Dougherty Buchholz Board Member 28,718 $2.28M A Grant or award Aug 7, 2026 position reported
Jennifer W. Davis Board Member 26,200 $2.08M A Grant or award Aug 7, 2026 position reported
Anat Bird Board Member 25,888 $2.05M A Grant or award Aug 7, 2026 position reported
David G. Turner Board Member 22,653 $1.80M A Grant or award Aug 7, 2026 position reported
Francis B Brake Board Member 20,389 $1.62M A Grant or award Aug 7, 2026 position reported
Eleuthere I du Pont Board Member 16,587 $1.32M A Grant or award Aug 7, 2026 position reported
Lynn McKee Lynn McKee Board Member 16,544 $1.31M A Grant or award Aug 7, 2026 position reported
Michael J. Donahue Board Member 13,819 $1.10M S Open-market sale Sep 10, 2026 position reported

Recent insider transactions

Of the 158 rows we hold, 0 are open-market purchases and 16 open-market sales (S) — the only codes we count as buying or selling.

The rest — awards, shares withheld to pay tax, option exercises, gifts and so on — follow from an employment contract or a transfer arranged off-market, not from a decision to buy or sell, so counting them would turn this into a pay table.

A price of 0.00 is a real reported figure on gifts (G) and share awards (A) — not a gap in our data.

Insider transactions disclosed to the SEC for WSFS FINANCIAL CORP, newest first, each with the filing behind it.
Date Insider Transaction Shares Price Value Filing
Sep 10, 2026 Michael J. Donahue S Open-market sale 3,247 $79.46 $258.0K SEC filing ↗
Aug 15, 2026 David Burg F Shares withheld for taxes 5,610 $81.66 $458.1K SEC filing ↗
Aug 7, 2026 Jennifer W. Davis A Grant or award 923 $81.27 $75.0K SEC filing ↗
Aug 7, 2026 Francis B Brake A Grant or award 923 $81.27 $75.0K SEC filing ↗
Aug 7, 2026 Karen Dougherty Buchholz A Grant or award 923 $81.27 $75.0K SEC filing ↗
Aug 7, 2026 Eleuthere I du Pont A Grant or award 923 $81.27 $75.0K SEC filing ↗
Aug 7, 2026 Lynn McKee A Grant or award 923 $81.27 $75.0K SEC filing ↗
Aug 7, 2026 Michael J. Donahue A Grant or award 923 $81.27 $75.0K SEC filing ↗
Aug 7, 2026 David G. Turner A Grant or award 923 $81.27 $75.0K SEC filing ↗
Aug 7, 2026 Anat Bird A Grant or award 923 $81.27 $75.0K SEC filing ↗
Jul 28, 2026 Shari Kruzinski S Open-market sale 3,500 $81.74 $286.1K SEC filing ↗
Jun 10, 2026 Rodger Levenson S Open-market sale 15,406 $74.43 $1.15M SEC filing ↗
Jun 10, 2026 Rodger Levenson S Open-market sale 50,040 $74.01 $3.70M SEC filing ↗
Jun 10, 2026 Rodger Levenson M Option exercise or conversion 27,730 $51.84 $1.44M SEC filing ↗
Jun 10, 2026 Rodger Levenson M Option exercise or conversion 34,740 $36.11 $1.25M SEC filing ↗
Apr 15, 2026 David Burg F Shares withheld for taxes 460 $69.07 $31.8K SEC filing ↗
Apr 15, 2026 Jamie Patrick Hopkins F Shares withheld for taxes 553 $69.07 $38.2K SEC filing ↗
Apr 15, 2026 Jamie Patrick Hopkins F Shares withheld for taxes 636 $69.07 $43.9K SEC filing ↗
Apr 15, 2026 Christine Elizabeth Davis F Shares withheld for taxes 84 $69.07 $5.8K SEC filing ↗
Apr 15, 2026 Christine Elizabeth Davis F Shares withheld for taxes 328 $69.07 $22.7K SEC filing ↗
Apr 15, 2026 Christine Elizabeth Davis F Shares withheld for taxes 417 $69.07 $28.8K SEC filing ↗
Apr 15, 2026 Christine Elizabeth Davis F Shares withheld for taxes 341 $69.07 $23.6K SEC filing ↗
Apr 15, 2026 Shari Kruzinski F Shares withheld for taxes 499 $69.07 $34.5K SEC filing ↗
Apr 15, 2026 Shari Kruzinski F Shares withheld for taxes 347 $69.07 $24.0K SEC filing ↗
Apr 15, 2026 Shari Kruzinski F Shares withheld for taxes 418 $69.07 $28.9K SEC filing ↗

From SEC Form 4 filings. Every row links to the filing it came from. How we calculate this.

What a Form 4 is

The report an officer, director or large shareholder must file after trading their own company’s stock.

Subsidiaries — 14 legal entities

Subsidiaries of WSFS FINANCIAL CORP

14 legal entities named in the subsidiary exhibit filed with this company’s most recent 10-K. . Filing on SEC.gov.

This is not the full list. SEC rules only require a company to name its significant subsidiaries.

What that leaves out

Smaller entities are left out of the exhibit entirely. A short list here means a short exhibit — it does not mean the company owns nothing else. Nothing on this page is inferred: every name below is copied from the filing.

Subsidiaries WSFS FINANCIAL CORP names in its most recent annual report, with the place each one is organised.
Subsidiary Organised in
1832 Holdings, Inc. Delaware
601 Perkasie, LLC Delaware
BMT Insurance Advisors Pennsylvania
Bryn Mawr Trust Advisors, LLC Delaware
NewLane Finance Company New Jersey
Parent Company State or Other Jurisdiction of Incorporation
Royal Bancshares Capital Trust I Delaware
Royal Bancshares Capital Trust II Delaware
Royal Tax Lien Services, LLC Pennsylvania
The Bryn Mawr Trust Company of Delaware Delaware
Wilmington Savings Fund Society, Federal Savings Bank Pennsylvania
WSFS Capital Trust III Delaware
WSFS SPE Services, LLC Delaware
WSFS Wealth Management, LLC Delaware
What counts as a subsidiary

A subsidiary is a separate legal entity this company controls; it is not the same thing as a brand, a division or an office. These entities do not file with the SEC in their own right, so there is no separate page to open for them.

Think a number here is wrong? Open the linked filing and compare — how to report it.

Sources and technical notes

Every figure on this page comes from filings to the U.S. SEC via EDGAR. Nothing here is estimated, and nothing is taken from press coverage or company websites.

Share count: cover page of the latest filing (dei:EntityCommonStockSharesOutstanding), taken from WSFS FINANCIAL CORP’s own filings and multiplied by our closing price. Full method.

What that share count means

the share count the company itself prints on the cover of its most recent filing, as of the date it signed that filing.

We do not take a market cap from a data vendor, and we do not estimate one: the figure is a share count from WSFS FINANCIAL CORP’s own SEC filings multiplied by the closing price we hold for the same stock.