WSFS Financial Corporation (WSFS) has 20 known insider and institutional holders on record. The largest holder is LEVENSON RODGER with 179,784 shares. Other notable holders include Ward Patrick Joseph and Cuddy Gerard P.
Over the last 12 months, insiders have made 39 transactions in WSFS stock — 15 buys (valued at $1.4M) and 2 sells (valued at $101.55K). Insider buying has outpaced selling during this period, which may signal confidence in the company's prospects.
WSFS Insider Ownership
Top Holder
LEVENSON RODGER
179,784 shares
Buys (12 mo)
15
$1.4M value
Sells (12 mo)
2
$101.55K value
12-Month Transaction Activity
Top Insider Holders
| # |
Name |
Role |
Shares Owned |
Last Filed |
Relative Size |
| 1 |
Levenson Rodger |
President & CEO |
179,784 |
2026-02-27 |
|
| 2 |
Ward Patrick Joseph |
Executive Vice President |
149,687 |
2024-04-17 |
|
| 3 |
Cuddy Gerard P |
Director |
48,912 |
2019-08-13 |
|
| 4 |
Brubaker Lisa M |
EVP, Chro |
45,422 |
2026-02-27 |
|
| 5 |
Mazarakis S James |
EVP |
39,081 |
2018-04-27 |
|
| 6 |
Wright Richard |
EVP |
32,678 |
2023-01-13 |
|
| 7 |
Schoenhals Marvin N |
Director |
31,577 |
2020-08-18 |
|
| 8 |
Bacci Arthur J |
EVP, COO |
29,309 |
2026-02-27 |
|
| 9 |
Burg David |
Executive Vice President, CFO |
29,104 |
2026-02-27 |
|
| 10 |
Buchholz Karen Dougherty |
Director |
28,718 |
2025-08-12 |
|
| 11 |
Davis Jennifer W |
Director |
26,200 |
2025-08-12 |
|
| 12 |
Bird Anat |
Director |
25,888 |
2025-08-12 |
|
| 13 |
Clark Stephen P |
EVP |
25,671 |
2024-05-09 |
|
| 14 |
Turner David G |
Director |
22,653 |
2025-08-12 |
|
| 15 |
Morgan Calvert A Jr |
Director |
21,975 |
2018-08-14 |
|
| 16 |
Canuso Dominic C |
EVP & CFO |
21,382 |
2023-04-18 |
|
| 17 |
Geraghty Paul D |
EVP |
20,719 |
2018-04-20 |
|
| 18 |
Brake Francis B. |
Director |
20,389 |
2025-08-12 |
|
| 19 |
Reed Michael Paul |
Executive Vice President |
19,133 |
2022-04-19 |
|
| 20 |
Kruzinski Shari |
EVP, Chief Consumer Bk Officer |
17,485 |
2026-02-27 |
|
Recent Transactions (last 12 months)
| Date |
Name |
Role |
Type |
Shares |
Price |
Value |
| 2026-02-27 |
Brubaker Lisa M |
EVP, Chro |
Option Exercise (Sell) |
6,809 |
$43.28 |
$294.69K |
| 2026-02-27 |
Levenson Rodger |
President & CEO |
Option Exercise (Sell) |
12,991 |
$43.28 |
$562.25K |
| 2026-02-26 |
Matyger Allan Michael Junior |
EVP and CIO |
RSU Award |
2,517 |
$66.38 |
$167.08K |
| 2026-02-26 |
Wechsler James J |
EVP Chief Comm'l Banking Ofc |
RSU Award |
2,765 |
$66.38 |
$183.54K |
| 2026-02-26 |
Burg David |
Executive Vice President, CFO |
RSU Award |
3,975 |
$66.38 |
$263.86K |
| 2026-02-26 |
Hopkins Jamie Patrick |
Executive Vice President |
RSU Award |
2,766 |
$66.38 |
$183.61K |
| 2026-02-26 |
Davis Christine Elizabeth |
EVP, Chief Risk Officer |
Tax Withholding of RSU |
2,149 |
$66.38 |
$142.65K |
| 2026-02-26 |
Kruzinski Shari |
EVP, Chief Consumer Bk Officer |
Tax Withholding of RSU |
2,266 |
$66.38 |
$150.42K |
| 2026-02-26 |
Brubaker Lisa M |
EVP, Chro |
Tax Withholding of RSU |
2,334 |
$66.38 |
$154.93K |
| 2026-02-26 |
Levenson Rodger |
President & CEO |
Tax Withholding of RSU |
14,744 |
$66.38 |
$978.71K |
| 2026-02-26 |
Bacci Arthur J |
EVP, COO |
Tax Withholding of RSU |
2,427 |
$66.38 |
$161.1K |
| 2026-02-18 |
Du Pont Eleuthere I |
Director |
Gift (Given) |
1,140 |
- |
- |
| 2026-02-09 |
Bacci Arthur J |
EVP, COO |
Option Exercise (Sell) |
1,946 |
$51.84 |
$100.88K |
| 2026-02-05 |
Wechsler James J |
EVP Chief Comm'l Banking Ofc |
Informative Sell |
450 |
$69.90 |
$31.45K |
| 2026-02-05 |
Kruzinski Shari |
EVP, Chief Consumer Bk Officer |
Informative Sell |
1,000 |
$70.10 |
$70.1K |
| 2026-02-04 |
Hong Michelle |
Director |
RSU Award |
655 |
- |
- |
| 2025-12-12 |
Du Pont Eleuthere I |
Director |
Gift (Given) |
1,326 |
- |
- |
| 2025-12-18 |
Brubaker Lisa M |
EVP, Chro |
Tax Withholding of RSU |
306 |
$57.94 |
$17.73K |
| 2025-12-01 |
Hong Michelle |
Officer |
Unknown |
- |
- |
- |
| 2025-10-02 |
Hopkins Jamie Patrick |
Executive Vice President |
Tax Withholding of RSU |
1,768 |
$53.66 |
$94.87K |
| 2025-08-15 |
Burg David |
Executive Vice President |
Tax Withholding of RSU |
5,604 |
$55.13 |
$308.95K |
| 2025-08-08 |
Gheysens Christopher |
Director |
RSU Award |
1,123 |
$53.47 |
$60.05K |
| 2025-08-08 |
Brake Francis B. |
Director |
RSU Award |
1,123 |
$53.47 |
$60.05K |
| 2025-08-08 |
Buchholz Karen Dougherty |
Director |
RSU Award |
1,123 |
$53.47 |
$60.05K |
| 2025-08-08 |
Davis Jennifer W |
Director |
RSU Award |
1,123 |
$53.47 |
$60.05K |
