Company insider dossier

WSFS Financial Corporation insider intelligence

WSFS filings assessed for conviction, transaction quality, insider breadth, clustering, freshness, and price confirmation.

39/100

Distribution bias

99/100 confidence
Exchange
NASDAQ
Sector
Financial Services
Industry
Banks - Regional
Latest evidence
10 Sep 2026

Investment committee read

Distribution bias

Priced common-share disposals are concentrated enough to warrant review, but they are not treated as a standalone bearish forecast.

Demand a stronger confirmation bar

Evidence in favour

  • 4 distinct acquisition events survive duplicate and security-type controls.
  • Participation spans 19 named insiders rather than one filing source.
  • The latest qualifying evidence is fresh, dated 10 Sep 2026.

Decision risks

  • Qualifying disposal events outnumber acquisitions, although disposals receive a lower directional weight.
Conviction39Distribution bias
Confidence99Deep evidence
Named insiders19participating in the tape
Controlled events39directional common-share events
Acquisition value$3.5Mnormalized amount
Disposal value$7.1Mnormalized amount

Price confirmation map

Weekly price with common-share events

Acquisitions and disposals are aligned to the nearest completed weekly bar.

81.6672.5563.4454.3345.23 Disposal ยท 10 Sep 2026 ยท $258.0KDisposal ยท 15 Aug 2026 ยท $458.1KAcquisition ยท 7 Aug 2026 ยท $155.1KAcquisition ยท 7 Aug 2026 ยท $75.0KAcquisition ยท 7 Aug 2026 ยท $75.0KAcquisition ยท 7 Aug 2026 ยท $75.0KAcquisition ยท 7 Aug 2026 ยท $75.0KAcquisition ยท 7 Aug 2026 ยท $75.0KAcquisition ยท 7 Aug 2026 ยท $75.0KAcquisition ยท 7 Aug 2026 ยท $75.0KAcquisition ยท 7 Aug 2026 ยท $75.0KAcquisition ยท 7 Aug 2026 ยท $75.0KDisposal ยท 28 Jul 2026 ยท $286.1KDisposal ยท 10 Jun 2026 ยท $3.7MAcquisition ยท 10 Jun 2026 ยท $1.4MAcquisition ยท 10 Jun 2026 ยท $1.3MDisposal ยท 10 Jun 2026 ยท $1.1MDisposal ยท 15 Apr 2026 ยท $190.9KDisposal ยท 15 Apr 2026 ยท $155.8KDisposal ยท 15 Apr 2026 ยท $150.7KDisposal ยท 15 Apr 2026 ยท $149.0KDisposal ยท 15 Apr 2026 ยท $43.9KDisposal ยท 15 Apr 2026 ยท $42.3KDisposal ยท 15 Apr 2026 ยท $41.3KDisposal ยท 15 Apr 2026 ยท $38.2KDisposal ยท 15 Apr 2026 ยท $35.0KDisposal ยท 15 Apr 2026 ยท $34.5KDisposal ยท 15 Apr 2026 ยท $31.8KDisposal ยท 15 Apr 2026 ยท $30.9KDisposal ยท 15 Apr 2026 ยท $29.8KDisposal ยท 15 Apr 2026 ยท $28.9KDisposal ยท 15 Apr 2026 ยท $28.8KDisposal ยท 15 Apr 2026 ยท $25.6KDisposal ยท 15 Apr 2026 ยท $24.7KDisposal ยท 15 Apr 2026 ยท $24.5KDisposal ยท 15 Apr 2026 ยท $24.0KDisposal ยท 15 Apr 2026 ยท $23.6KDisposal ยท 15 Apr 2026 ยท $23.6KDisposal ยท 15 Apr 2026 ยท $22.7KDisposal ยท 15 Apr 2026 ยท $12.3KDisposal ยท 15 Apr 2026 ยท $10.4KDisposal ยท 15 Apr 2026 ยท $9.5KDisposal ยท 15 Apr 2026 ยท $8.8KDisposal ยท 15 Apr 2026 ยท $8.5KDisposal ยท 15 Apr 2026 ยท $8.2KDisposal ยท 15 Apr 2026 ยท $5.8KDisposal ยท 15 Apr 2026 ยท $5.6KDisposal ยท 15 Apr 2026 ยท $4.8K
Mar 2025Sep 2026
Weekly closeCommon-share acquisitionCommon-share disposal

Market confirmation

Price and trend context

Latest close
79.73 USD
One-week move
+0.5%
Four-week move
-2.4%
Fair-value gap
+47.4%
Trend signal
Active
Relative strength
10.0

Directional balance

Controlled event mix

10.3%acquisition
Acquisition events
4
Disposal events
35
Net value
-$3.6M

Cadence

Twelve-week filing pressure

Volume shows attention. Controlled events determine direction.

029 Jun
006 Jul
013 Jul
020 Jul
127 Jul
1003 Aug
110 Aug
017 Aug
024 Aug
031 Aug
107 Sep
014 Sep

Named participants

Insider conviction by person

BIRD, ANATDirector721 events
BRAKE, FRANCIS B.Director721 events
BUCHHOLZ, KAREN DOUGHERTYDirector721 events
DAVIS, JENNIFER WDirector721 events
DU, PONT ELEUTHERE IDirector721 events
GHEYSENS, CHRISTOPHERDirector721 events
HONG, MICHELLEDirector721 events
MCKEE, LYNNDirector721 events
TURNER, DAVID GDirector721 events
DONAHUE, MICHAEL JDirector542 events
LEVENSON, RODGERPresident & CEO508 events
BURG, DAVIDExecutive Vice President, CFO252 events

Evidence quality

Security and transaction context

Common equity48
Equity compensation0
Options and derivatives2
Other securities0

Role architecture

Who is participating

Other executive15
Other or unspecified12
Director11
CEO and chair10
Finance leadership2

Transaction evidence

Auditable WSFS filing ledger

Showing 1 to 30 of 50.

DONAHUE, MICHAEL JDirector
DisposalCommon equity
3247 sharesCommon Stock
$258.0KDirectional evidence
BURG, DAVIDExecutive Vice President, CFO
DisposalCommon equity
5610 sharesCommon Stock
$458.1KDirectional evidence
HONG, MICHELLEDirector
AcquisitionCommon equity
1908 sharesCommon Stock
$155.1KDirectional evidence
BIRD, ANATDirector
AcquisitionCommon equity
923 sharesCommon Stock
$75.0KDirectional evidence
BRAKE, FRANCIS B.Director
AcquisitionCommon equity
923 sharesCommon Stock
$75.0KDirectional evidence
BUCHHOLZ, KAREN DOUGHERTYDirector
AcquisitionCommon equity
923 sharesCommon Stock
$75.0KDirectional evidence
DAVIS, JENNIFER WDirector
AcquisitionCommon equity
923 sharesCommon Stock
$75.0KDirectional evidence
DONAHUE, MICHAEL JDirector
AcquisitionCommon equity
923 sharesCommon Stock
$75.0KDirectional evidence
DU, PONT ELEUTHERE IDirector
AcquisitionCommon equity
923 sharesCommon Stock
$75.0KDirectional evidence
GHEYSENS, CHRISTOPHERDirector
AcquisitionCommon equity
923 sharesCommon Stock
$75.0KDirectional evidence
MCKEE, LYNNDirector
AcquisitionCommon equity
923 sharesCommon Stock
$75.0KDirectional evidence
TURNER, DAVID GDirector
AcquisitionCommon equity
923 sharesCommon Stock
$75.0KDirectional evidence
KRUZINSKI, SHARIEVP, Chief Consumer Bk Officer
DisposalCommon equity
3500 sharesCommon Stock
$286.1KDirectional evidence
LEVENSON, RODGERPresident & CEO
DisposalOptions and derivatives
27730 sharesEmployee Stock Option (right to buy)
Not reportedContext evidence
LEVENSON, RODGERPresident & CEO
DisposalOptions and derivatives
34740 sharesEmployee Stock Option (right to buy)
Not reportedContext evidence
LEVENSON, RODGERPresident & CEO
DisposalCommon equity
50040 sharesCommon Stock
$3.7MDirectional evidence
LEVENSON, RODGERPresident & CEO
AcquisitionCommon equity
27730 sharesCommon Stock
$1.4MDirectional evidence
LEVENSON, RODGERPresident & CEO
AcquisitionCommon equity
34740 sharesCommon Stock
$1.3MDirectional evidence
LEVENSON, RODGERPresident & CEO
DisposalCommon equity
15406 sharesCommon Stock
$1.1MDirectional evidence
LEVENSON, RODGERPresident & CEO
DisposalCommon equity
2764 sharesCommon Stock
$190.9KDirectional evidence
LEVENSON, RODGERPresident & CEO
DisposalCommon equity
2256 sharesCommon Stock
$155.8KDirectional evidence
LEVENSON, RODGERPresident & CEO
DisposalCommon equity
2182 sharesCommon Stock
$150.7KDirectional evidence
LEVENSON, RODGERPresident & CEO
DisposalCommon equity
2157 sharesCommon Stock
$149.0KDirectional evidence
HOPKINS, JAMIE PATRICKExecutive Vice President
DisposalCommon equity
636 sharesCommon Stock
$43.9KDirectional evidence
BACCI, ARTHUR JEVP, COO
DisposalCommon equity
613 sharesCommon Stock
$42.3KDirectional evidence
BRUBAKER, LISA MEVP, CHRO
DisposalCommon equity
598 sharesCommon Stock
$41.3KDirectional evidence
HOPKINS, JAMIE PATRICKExecutive Vice President
DisposalCommon equity
553 sharesCommon Stock
$38.2KDirectional evidence
BACCI, ARTHUR JEVP, COO
DisposalCommon equity
507 sharesCommon Stock
$35.0KDirectional evidence
KRUZINSKI, SHARIEVP, Chief Consumer Bk Officer
DisposalCommon equity
499 sharesCommon Stock
$34.5KDirectional evidence
BURG, DAVIDExecutive Vice President, CFO
DisposalCommon equity
460 sharesCommon Stock
$31.8KDirectional evidence

Reading the dossier

Direction and confidence are separate

Conviction

The 0 to 100 score classifies deduplicated priced common-share evidence. Fifty is balanced or non-directional.

Confidence

Confidence rises with controlled event depth, named-insider breadth, fresh evidence, normalized values, and a longer observation span.

Disposals

Selling is not treated as the mirror image of buying. It carries less directional weight because taxes, diversification, compensation, and planned transactions can all create sales.

Price confirmation

The market chart tests whether the filing thesis is being confirmed or rejected by price, fair-value position, relative strength, and the current trend state.

Independent market research for education. This classification is not investment advice, a recommendation, a forecast, or an execution instruction.

Evidence context