WSFS Financial Corporation Insider Trading

WSFS

Last 12 months

Insiders sold $5.64M and bought nothing on the open market.

86% of the selling was scheduled in advance under 10b5-1 plans. EVP, Chief Consumer Bk Officer Shari Kruzinski sold 286K on Jul 28, 17% of their stake, outside a plan. The last open-market buy by an executive or director was in Apr 2023.

Net open-market

−$5.64M

0 buys · 6 sales

Under a 10b5-1 plan

86%

of the value sold

Insiders who bought / sold

0 / 5

executives and directors

Last open-market buy

Apr 2023

Apr 27, 2023

Get an email when WSFS's executives or directors buy, or make a large sale outside a plan.

Trades · last 2 years

Date	Insider	Trade	Shares	Price	Value	Of their stake	Filing
Sep 10	Michael J Donahue Director	SoldNo plan	3,247	$79.46	258K	22%	Form 4
Jul 28	Shari Kruzinski EVP, Chief Consumer Bk Officer	SoldNo plan	3,500	$81.74	286K	17%	Form 4
Jun 10	Rodger Levenson President & CEO	Sold10b5-1 plan 2 parts	65,446	$74.11 average	$4.85M	26%	Form 4
Feb 9	Arthur J Bacci EVP, COO	SoldNo plan 3 parts	2,005	$70.51 average	141K	6.2%	Form 4
Feb 5	James J Wechsler EVP Chief Comm'l Banking Ofc	SoldNo plan	450	$69.90	31K	6.5%	Form 4
Feb 5	Shari Kruzinski EVP, Chief Consumer Bk Officer	SoldNo plan	1,000	$70.10	70K	5.6%	Form 4
Feb 21, 2025	Rodger Levenson President & CEO	SoldNo plan 2 parts	7,199	$55.20 average	397K	4.7%	Form 4
Nov 6, 2024	Jamie Patrick Hopkins Executive Vice President	SoldNo plan	8,090	$57.75	467K	44%	Form 4

Sep 10No plan
Michael J Donahue
Director · sold 3,247 at $79.46
258K
22% of stake
Jul 28No plan
Shari Kruzinski
EVP, Chief Consumer Bk Officer · sold 3,500 at $81.74
286K
17% of stake
Jun 1010b5-1 plan
Rodger Levenson
President & CEO · sold 65,446 at avg $74.11
$4.85M
26% of stake
Feb 9No plan
Arthur J Bacci
EVP, COO · sold 2,005 at avg $70.51
141K
6.2% of stake
Feb 5No plan
James J Wechsler
EVP Chief Comm'l Banking Ofc · sold 450 at $69.90
31K
6.5% of stake
Feb 5No plan
Shari Kruzinski
EVP, Chief Consumer Bk Officer · sold 1,000 at $70.10
70K
5.6% of stake
Feb 21, 2025No plan
Rodger Levenson
President & CEO · sold 7,199 at avg $55.20
397K
4.7% of stake
Nov 6, 2024No plan
Jamie Patrick Hopkins
Executive Vice President · sold 8,090 at $57.75
467K
44% of stake

How to read this. Insiders sell for many reasons: taxes, diversifying, a house. Open-market buys are rarer and say more. A 10b5-1 plan is a trading schedule set up months in advance, so those sales were not timed on news. Large holders (funds and 10% owners) are listed under Everything but not counted as insiders. If you own or watch WSFS, we send a push when an executive buys or makes a large sale outside a plan.

Source: SEC Form 4 filings, filed within two business days of each trade and checked for new ones every hour.

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Held by ETFs

WSFS is in 102 US ETFs. The largest of them, with WSFS's weight in each:

Spot a number that looks wrong? Check it in WSFS's SEC filings or

Download this analysis as a PDF (Pro)

Data sourced from SEC EDGAR filings and third-party price providers. Scores, valuations, and metrics are algorithmic estimates. This is not investment advice. See our Terms and Methodology.

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