Comparable stake leader
VANGUARD CAPITAL MANAGEMENT LLC
SEC ownership of WSFS FINANCIAL CORP
Top holders, 13D/G large-stake signals, insider positions, and transaction flow tied to CIK 0000828944.
Disclosed value leader
BlackRock, Inc.
Comparable rows
50/50
Latest evidence
28 Jul 2026
- Public ticker
- WSFS on Nasdaq
- Parsed ownership sources
-
13D/G, 13F, and 3/4/5
Source: Parsed SEC ownership filingsUse: Compare filing families carefully
- Largest SEC-reported holder
-
VANGUARD CAPITAL MANAGEMENT LLC
Ranking: Comparable ownership first, then disclosed value
- Comparable ownership rows
-
50 of 50
Meaning: Rows with safely comparable ownership %
- Latest 13D/G holder
-
VANGUARD CAPITAL MANAGEMENT LLC
Source: Latest parsed Schedule 13D/G stake
- Latest parsed ownership date
-
28 Jul 2026
Freshness: Most recent filing date in this holder set
- Issuer CIK
- 0000828944
- Issuer location
- Wilmington, DE
Ownership snapshot
CIK-linked ownership evidence from parsed SEC filings.
3 signals
Issuer
Names, identifiers, and filing context for this profile.
2 identity fields
Ownership snapshot
Top shareholders of WSFS FINANCIAL CORP (13F + 13D/G + 3/4/5)
Grouped by holder across the latest SEC ownership disclosures. Start with comparable ownership when available, then verify the linked 13F, 13D/G, or 3/4/5 evidence.
Comparable stake leader
VANGUARD CAPITAL MANAGEME...
Disclosed value leader
BlackRock, Inc.
Comparable rows
50/50
Latest evidence
28 Jul 2026
13D/G
13F
3/4/5
Lead comparable stake: 5.3%
13D/G row: VANGUARD CAPITAL MANAGEMENT LLC
Showing 1-8 of 50 holder rows.
Quick read
VANGUARD CAPITAL MANAGEMENT LLC leads the comparable SEC ownership view at 5.3%.
50 of 50 rows have a safely comparable ownership percentage. Use this as a filing-backed starting point, then open the detailed table for source links, reporting role, position value, share count, and filing date.
Open SEC evidence
Opens VANGUARD CAPITAL MANAGEMENT LLC's linked filing trail.
Comparable ownership
Top 5
VANGUARD CAPITAL MANAGEMENT LLC
5.3%
Arthur J. Bacci
0.07%
Karen D. Buchholz
0.05%
David Burg
0.05%
Jennifer W. Davis
0.05%
Ownership % is shown only when SEC disclosures are safely comparable across share classes.
Detailed SEC evidence table Showing 1-8 of 50 holder rows
| Holder | Evidence | Ownership % | Position | 12M Net Δ | As of |
|---|---|---|---|---|---|
| VANGUARD CAPITAL MANAGEMENT LLC |
13D/G
13F
Vanguard Capital Management · Company
|
5.3%
|
$195,021,139
2,780,059 shares
|
$0 | 31 Mar 2026 |
| Arthur J. Bacci |
3/4/5
EVP, COO
|
0.07%
|
$2,310,216
35,292 shares
|
-$141,373 | 15 Apr 2026 |
| Karen D. Buchholz |
3/4/5
Director
|
0.05%
|
$1,535,551
28,718 shares
|
— | 08 Aug 2025 |
| David Burg |
3/4/5
Executive Vice President, CFO
|
0.05%
|
$1,875,039
28,644 shares
|
— | 15 Apr 2026 |
| Jennifer W. Davis |
3/4/5
Director
|
0.05%
|
$1,400,914
26,200 shares
|
— | 08 Aug 2025 |
| Anat Bird |
3/4/5
Director
|
0.05%
|
$1,384,231
25,888 shares
|
— | 08 Aug 2025 |
| David G. Turner |
3/4/5
Director
|
0.04%
|
$1,211,255
22,653 shares
|
— | 08 Aug 2025 |
| Francis B. Brake |
3/4/5
Director
|
0.04%
|
$1,090,199
20,389 shares
|
— | 08 Aug 2025 |
How to read this table
Rows are grouped by holder and ranked first by SEC-reported ownership % when it is safely comparable, then by disclosed holdings value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
Forms 3/4/5 flow
Insider trading overview
Net insider flow leans to selling over the last 12 months. Net value: -$5,379,144.
Buys
$0
Insiders: 0
Sells
$5,379,144
Insiders: 4
Net
-$5,379,144
Shares: -72,401
Window
Last 12 months
4 rolling buckets
Buy value
Sell value
Shares: 0
Shares: 72,401
| Window (months) | Buy shares | Sell shares | Buy value | Sell value | Net value |
|---|---|---|---|---|---|
| 0-3 | 0 | 68,946 | $0 | $5,136,219 | -$5,136,219 |
| 3-6 | 0 | 3,455 | $0 | $242,925 | -$242,925 |
| 6-9 | 0 | 0 | $0 | $0 | $0 |
| 9-12 | 0 | 0 | $0 | $0 | $0 |
Reporting owners
Insider holders from Forms 3/4/5
Showing 1-20 of 31 reporting-owner rows connected to WSFS FINANCIAL CORP. Open a relationship link for the CIK-to-CIK filing trail.
Rows
31
Largest Forms 3/4/5 holder
Rodger Levenson
Net 12M change
-$5,379,145
Latest report
28 Jul 2026
| Name | Relationship | Holdings Value | Past Year Net Change | Change % | Valuation | Report Date |
|---|---|---|---|---|---|---|
| Rodger Levenson | President & CEO | $13,976,015 | -$4,850,129 | -26% | Mixed | 10 Jun 2026 |
| Patrick Joseph Ward | Executive Vice President | $6,385,498 | Mixed | 15 Apr 2024 | ||
| Lisa M. Brubaker | Evp, Chro | $3,329,758 | Mixed | 15 Apr 2026 | ||
| Arthur J. Bacci | Evp, Coo | $2,310,216 | -$141,373 | -5.8% | Mixed | 15 Apr 2026 |
| David Burg | Executive Vice President, CFO | $1,875,039 | Mixed | 15 Apr 2026 | ||
| Richard Wright | Evp | $1,817,678 | Mixed | 11 Jan 2023 | ||
| Peggy H. Eddens | Evp | $1,593,991 | Mixed | 01 Jan 2022 | ||
| Stephen P. Clark | Evp | $1,592,794 | Mixed | 30 Jul 2024 | ||
| Karen D. Buchholz | Director | $1,535,551 | Mixed | 08 Aug 2025 | ||
| Shari Kruzinski | EVP, Chief Consumer Bk Officer | $1,406,838 | -$356,190 | -20% | Mixed | 28 Jul 2026 |
| Jennifer W. Davis | Director | $1,400,914 | Mixed | 08 Aug 2025 | ||
| Anat Bird | Director | $1,384,231 | Mixed | 08 Aug 2025 | ||
| Dominic C. Canuso | Evp & Cfo | $1,242,317 | Mixed | 15 Apr 2023 | ||
| David G. Turner | Director | $1,211,255 | Mixed | 08 Aug 2025 | ||
| Christine Elizabeth Davis | EVP, Chief Risk Officer | $1,102,020 | Mixed | 15 Apr 2026 | ||
| Francis B. Brake | Director | $1,090,199 | Mixed | 08 Aug 2025 | ||
| Jamie Patrick Hopkins | Executive Vice President | $958,794 | Mixed | 15 Apr 2026 | ||
| Eleuthere I. du Pont | Director | $925,388 | Mixed | 18 Feb 2026 | ||
| Paul S. Greenplate | Evp | $886,991 | Mixed | 05 Jan 2022 | ||
| Lynn McKee | Director | $884,607 | Mixed | 08 Aug 2025 |
Recent insider transactions for WSFS FINANCIAL CORP
Showing up to 300 recent insider transactions from the last 12 months.
| Insider | Symbol | Class | Transaction | % | SEC-reported value | SEC-reported price | Shares | Shares owned | Date | Ownership |
|---|---|---|---|---|---|---|---|---|---|---|
| Shari Kruzinski | WSFS | Common Stock | Sale | -18.7% | $286,090 | $81.74 | -3,500 | 15,207 | 28 Jul 2026 | Direct |
| Rodger Levenson | WSFS | Common Stock | Sale | -26% | $4,850,129 | $74.11 | -65,446 | 186,088 | 10 Jun 2026 | Direct |
| Rodger Levenson | WSFS | Common Stock | Options Exercise | 33% | 62,470 | 251,534 | 10 Jun 2026 | Direct | ||
| Rodger Levenson | WSFS | Employee Stock Option (right to buy) | Options Exercise | -100% | -62,470 | 0 | 10 Jun 2026 | Direct | ||
| James J. Wechsler | WSFS | Common Stock | Tax liability | -5.98% | -511 | 8,032 | 15 Apr 2026 | Direct | ||
| Jamie Patrick Hopkins | WSFS | Common Stock | Tax liability | -7.51% | -1,189 | 14,647 | 15 Apr 2026 | Direct | ||
| Allan Michael Junior Matyger | WSFS | Common Stock | Tax liability | -9.26% | -474 | 4,645 | 15 Apr 2026 | Direct | ||
| Rodger Levenson | WSFS | Common Stock | Tax liability | -4.72% | -9,359 | 189,064 | 15 Apr 2026 | Direct | ||
| Shari Kruzinski | WSFS | Common Stock | Tax liability | -7.9% | -1,605 | 18,707 | 15 Apr 2026 | Direct | ||
| Christine Elizabeth Davis | WSFS | Common Stock | Tax liability | -7.75% | -1,170 | 13,933 | 15 Apr 2026 | Direct | ||
| David Burg | WSFS | Common Stock | Tax liability | -1.58% | -460 | 28,644 | 15 Apr 2026 | Direct | ||
| Lisa M. Brubaker | WSFS | Common Stock | Tax liability | -3.44% | -1,741 | 48,903 | 15 Apr 2026 | Direct | ||
| Arthur J. Bacci | WSFS | Common Stock | Tax liability | -5.79% | -1,939 | 31,569 | 15 Apr 2026 | Direct | ||
| Rodger Levenson | WSFS | Common Stock | Tax liability | -4.8% | -10,015 | 198,423 | 27 Feb 2026 | Direct | ||
| Rodger Levenson | WSFS | Common Stock | Options Exercise | 6.65% | 12,991 | 208,438 | 27 Feb 2026 | Direct | ||
| Rodger Levenson | WSFS | Employee Stock Option (right to buy) | Options Exercise | -100% | -12,991 | 0 | 27 Feb 2026 | Direct | ||
| Lisa M. Brubaker | WSFS | Common Stock | Tax liability | -8.39% | -4,641 | 50,644 | 27 Feb 2026 | Direct | ||
| Lisa M. Brubaker | WSFS | Common Stock | Options Exercise | 14% | 6,809 | 55,285 | 27 Feb 2026 | Direct | ||
| Lisa M. Brubaker | WSFS | Employee Stock Option (right to buy) | Options Exercise | -100% | -6,809 | 0 | 27 Feb 2026 | Direct | ||
| Allan Michael Junior Matyger | WSFS | Common Stock | Award | 96.8% | 2,517 | 5,118 | 26 Feb 2026 | Direct | ||
| David Burg | WSFS | Common Stock | Award | 15.8% | 3,975 | 29,104 | 26 Feb 2026 | Direct | ||
| Jamie Patrick Hopkins | WSFS | Common Stock | Award | 21.2% | 2,766 | 15,835 | 26 Feb 2026 | Direct | ||
| Christine Elizabeth Davis | WSFS | Common Stock | Tax liability | -14.9% | -2,149 | 12,283 | 26 Feb 2026 | Direct | ||
| Christine Elizabeth Davis | WSFS | Common Stock | Award | 100.6% | 7,574 | 15,103 | 26 Feb 2026 | Direct | ||
| Shari Kruzinski | WSFS | Common Stock | Tax liability | -11.5% | -2,266 | 17,485 | 26 Feb 2026 | Direct | ||
| Shari Kruzinski | WSFS | Common Stock | Award | 62.8% | 7,838 | 20,312 | 26 Feb 2026 | Direct | ||
| Rodger Levenson | WSFS | Common Stock | Tax liability | -7.58% | -14,744 | 179,784 | 26 Feb 2026 | Direct | ||
| Rodger Levenson | WSFS | Common Stock | Award | 31.6% | 46,908 | 195,447 | 26 Feb 2026 | Direct | ||
| James J. Wechsler | WSFS | Common Stock | Award | 47.9% | 2,765 | 8,542 | 26 Feb 2026 | Direct | ||
| Arthur J. Bacci | WSFS | Common Stock | Tax liability | -7.65% | -2,427 | 29,309 | 26 Feb 2026 | Direct | ||
| Arthur J. Bacci | WSFS | Common Stock | Award | 40% | 9,568 | 33,507 | 26 Feb 2026 | Direct | ||
| Lisa M. Brubaker | WSFS | Common Stock | Tax liability | -4.89% | -2,334 | 45,422 | 26 Feb 2026 | Direct | ||
| Lisa M. Brubaker | WSFS | Common Stock | Award | 20.4% | 8,219 | 48,476 | 26 Feb 2026 | Direct | ||
| Eleuthere I. du Pont | WSFS | Common Stock | Gift | 13.2% | 1,140 | 9,751 | 18 Feb 2026 | Trust | ||
| Eleuthere I. du Pont | WSFS | Common Stock | Gift | -14.3% | -1,140 | 6,836 | 18 Feb 2026 | Direct | ||
| Arthur J. Bacci | WSFS | Common Stock | Sale | -7.07% | $141,373 | $70.51 | -2,005 | 26,366 | 09 Feb 2026 | Direct |
| Arthur J. Bacci | WSFS | Common Stock | Options Exercise | 7.6% | 2,005 | 28,371 | 09 Feb 2026 | Direct | ||
| Arthur J. Bacci | WSFS | Employee Stock Option (right to buy) | Options Exercise | -100% | -2,005 | 0 | 09 Feb 2026 | Direct | ||
| James J. Wechsler | WSFS | Common Stock | Sale | -7.23% | $31,453 | $69.90 | -450 | 5,777 | 05 Feb 2026 | Direct |
| Shari Kruzinski | WSFS | Common Stock | Sale | -6.35% | $70,100 | $70.10 | -1,000 | 14,740 | 05 Feb 2026 | Direct |
| Michelle Hong | WSFS | Common Stock | Award | 655 | 655 | 04 Feb 2026 | Direct | |||
| Lisa M. Brubaker | WSFS | Common Stock | Tax liability | -0.71% | -306 | 42,591 | 18 Dec 2025 | Direct | ||
| Eleuthere I. du Pont | WSFS | Common Stock | Gift | 18.2% | 1,326 | 8,611 | 12 Dec 2025 | Trust | ||
| Eleuthere I. du Pont | WSFS | Common Stock | Gift | -14.2% | -1,326 | 7,976 | 12 Dec 2025 | Direct | ||
| Jamie Patrick Hopkins | WSFS | Common Stock | Tax liability | -11.9% | -1,768 | 13,069 | 02 Oct 2025 | Direct | ||
| David Burg | WSFS | Common Stock | Tax liability | -18.2% | -5,604 | 25,129 | 15 Aug 2025 | Direct | ||
| David G. Turner | WSFS | Common Stock | Award | 5.22% | 1,123 | 22,653 | 08 Aug 2025 | Direct | ||
| Lynn Mckee | WSFS | Common Stock | Award | 7.28% | 1,123 | 16,544 | 08 Aug 2025 | Direct | ||
| Christopher Gheysens | WSFS | Common Stock | Award | 10.3% | 1,123 | 12,040 | 08 Aug 2025 | Direct | ||
| Nancy J. Foster | WSFS | Common Stock | Award | 15% | 1,123 | 8,602 | 08 Aug 2025 | Direct |
* marks a reported price that did not pass the local price check.