WSFS Wsfs Financial (WSFS) Insider Trading, Ownership & Congress Trades
Banks · National commercial banks · CIK 0000828944
Congress · 1
Insider buyers, 180 days
0
Funds added, last quarter
0
13F, latest reported quarter
Conversions, 180 days
2
Codes C/M, not in net · $2.7M priced
What the filings say about WSFS
Insiders, 180 days
-$5.4M net sold
3 sellers · 0% of sales under a 10b5-1 plan
Congress, 1 year
1 bought · 1 sold
Latest: sale, 2025-10-31
Wsfs Financial insider trades (Form 4)
Form 4 buys and sells (codes P and S). Grants, option exercises
and conversions excluded.
Over the last 180 days, WSFS FINANCIAL CORP insiders sold a net $5.4M of stock across 46 Form 4 purchases and sales, with no insider buying. Source: SEC Form 4 filings, as of 2026-10-27.
Insider
Filed
Shares
Value
Since filing
Context
- 1 earlier Form 4 trade (code P or S) here by this insider (1 sale), the last on Dec 1, 2023.
- The trade is 28.2% of the 11,495 shares held after it.
- No other insider sold within 30 days.
Insider activity: Director DONAHUE MICHAEL J sold about $258.0K of WSFS on Sep 10, 2026.Context
- 2 earlier Form 4 trades (code P or S) here by this insider (2 sales), the last on Feb 5, 2026.
- The trade is 23.0% of the 15,207 shares held after it.
- No other insider sold within 30 days.
Insider activity: EVP, Chief Consumer Bk Officer Kruzinski Shari sold about $286.1K of WSFS on Jul 28, 2026.Context
- 4 earlier Form 4 trades (code P or S) here by this insider (4 sales), the last on Feb 21, 2025.
- The trade is 24.8% of the 201,494 shares held after it.
- No other insider sold within 30 days.
Insider activity: President & CEO LEVENSON RODGER sold about $3.7M of WSFS on Jun 10, 2026, the largest insider sale at the company on our record.Context
- 4 earlier Form 4 trades (code P or S) here by this insider (4 sales), the last on Feb 21, 2025.
- The trade is 8.3% of the 186,088 shares held after it.
- No other insider sold within 30 days.
Insider activity: President & CEO LEVENSON RODGER sold about $1.1M of WSFS on Jun 10, 2026, the largest insider sale at the company on our record.Context
- 5 earlier Form 4 trades (code P or S) here by this insider (5 sales), the last on Jul 30, 2024.
- The trade is 7.3% of the 26,442 shares held after it.
- 2 other insiders sold within 30 days.
Insider activity: EVP, COO BACCI ARTHUR J sold about $136.0K of WSFS on Feb 9, 2026; 2 other insiders sold within 30 days.46 transactions on record
Since filing: total return from the first close after the filing to the latest close, dividend-adjusted. Not a forecast.
Context lines are counts over the filings above and returns from our own price history, never a price level. Not investment advice.
Seven facts, ranked against the sector ·
Rank is not a forecast
Insiders
net -$5.4M over 180 days
-$258.0K over 90 days
below 90% of Banks
Congress
1 member bought in the last year
the lowest in Banks
Funds
under five funds report holding it
Revenue
+50.2% year over year
more than 95% of Banks
Margin
29.8% net margin
below 75% of Banks
Buybacks
$152.5M repurchased, FY to 2026-06-30
more than 89% of Banks
Short interest
5.1% of the float short (float per yahoo 2026-10-26) · 6.5 days to cover · settled 2026-09-30
more than 78% of Banks
What changed in the last 30 days
Nothing new filed in the last 30 days
Watch WSFS
A free account keeps a watchlist and can send one email a day when insiders, funds or Congress file on the names in it. No password and no card.
The year, with the filings on it
Total return over 12 months. Each marker is a filing; hover or tap one for the detail.
+52.5%12M
Insider sellForm 144 (planned sale)
Indexed to 100, dividend-adjusted, not a price chart.
When a name files heavily, the largest trades are drawn first.
Who owns WSFS: institutional holders (13F)
13F holdings, latest reported quarter
SEC 13F
No reported 13F holders
No fund above the reporting threshold listed this stock last quarter. That is a fact, not missing data.
Congress trades in WSFS
STOCK Act disclosures, US House only, filed up to 45 days after the trade
Sold 2025-10-31 · disclosed 21 days later
$1,001 - $15,000
Bought 2025-10-30 · disclosed 22 days later
$1,001 - $15,000
Sold 2025-10-30 · disclosed 22 days later
$1,001 - $15,000
Bought 2025-06-17 · disclosed 57 days later
$1,001 - $15,000
Activist and 5% holders (13D/13G)
No 5%+ ownership filings
Nobody has filed for crossing 5%. That is a fact, not missing data.
WSFS planned insider sales (Form 144)
Notice of intent to sell, filed before any sale
SHARON A. KRUZINSKI
Filed 2026-07-28
$286.1K
Executive pay vs shareholder return · Mr. Rodger Levenson
CEO pay, headline and as actually paid, against the company's
return and its chosen peers' (DEF 14A).
FY
CEO total
Actually paid
Other execs, avg
TSR
Peer TSR
2025
$5.2M
$5.4M
$1.6M
+31%
+53%
2024
$4.6M
$6.2M
$1.6M
+25%
+43%
2023
$3.9M
$2.8M
$1.1M
+6%
+27%
2022
$4.7M
$4.6M
$1.5M
+3%
+27%
2021
$3.4M
$3.7M
$1.4M
+13%
+37%
Tagged by the company under SEC Item 402(v). Returns are
cumulative from the start of the disclosure period. Green where the company beat its own peer group.
Live price
Daily candles from TradingView, under their licence. No filings marked.
Why this name is on the desk
The complete filing record, in one place.
The record shows a net $5.4M sold by insiders over 180 days, 1 House member(s) bought in 12 months, disclosed weeks after the trade. Each figure is a federal filing, dated the day it went public.
WSFS financials
Revenue growth
+50.2%
XBRL, annual
Net margin
29.8%
Complaints, 90 days
22
-18.5% YoY · CFPB
Ratios from the company's XBRL filings, latest filings
Revenue, TTM
n/a
the filed year and its quarters do not reconcile, so the trailing figure is withheld
Revenue, TTM WSFS
| FY Dec 2025 | n/a |
| FY Dec 2024 | n/a |
| FY Dec 2023 | n/a |
| FY Dec 2022 | n/a |
| FY Dec 2021 | $641.8M |
| Jun 2026 | n/a |
| Mar 2026 | n/a |
| Dec 2025 | n/a |
| Sep 2025 | n/a |
| Jun 2025 | n/a |
| Mar 2025 | n/a |
| Dec 2024 | n/a |
| Sep 2024 | n/a |
At each fiscal year end
Single quarter
Net margin, TTM
n/a
the filed year and its quarters do not reconcile, so the trailing figure is withheld
Net margin, TTM WSFS
| FY Dec 2025 | n/a |
| FY Dec 2024 | n/a |
| FY Dec 2023 | n/a |
| FY Dec 2022 | n/a |
| FY Dec 2021 | +42.3% |
| Jun 2026 | n/a |
| Mar 2026 | n/a |
| Dec 2025 | n/a |
| Sep 2025 | n/a |
| Jun 2025 | n/a |
| Mar 2025 | n/a |
| Dec 2024 | n/a |
| Sep 2024 | n/a |
At each fiscal year end
Single quarter
Free cash flow, TTM
$243.1M
operating cash flow minus capex, 2025-07-01 to 2026-06-30
Free cash flow, TTM WSFS
| FY Dec 2025 | $213.6M |
| FY Dec 2024 | $205.6M |
| FY Dec 2023 | $230.6M |
| FY Dec 2022 | $472.0M |
| FY Dec 2021 | $119.1M |
| Jun 2026 | -$14.4M |
| Mar 2026 | $85.5M |
| Dec 2025 | $51.8M |
| Sep 2025 | $120.3M |
| Jun 2025 | $35.2M |
| Mar 2025 | $6.3M |
| Dec 2024 | $55.4M |
| Sep 2024 | -$489.0K |
At each fiscal year end
Single quarter
Debt to equity
n/a
no debt line filed
Debt to equity WSFS
| FY Dec 2025 | n/a |
| FY Dec 2024 | n/a |
| FY Dec 2023 | n/a |
| FY Dec 2022 | n/a |
| FY Dec 2021 | n/a |
| Jun 2026 | n/a |
| Mar 2026 | n/a |
| Dec 2025 | n/a |
| Sep 2025 | n/a |
| Jun 2025 | n/a |
| Mar 2025 | n/a |
| Dec 2024 | n/a |
| Sep 2024 | n/a |
At each fiscal year end
Trailing four quarters at each quarter end
Cash flow to debt
n/a
no debt line filed
Cash flow to debt WSFS
| FY Dec 2025 | n/a |
| FY Dec 2024 | n/a |
| FY Dec 2023 | n/a |
| FY Dec 2022 | n/a |
| FY Dec 2021 | n/a |
| Jun 2026 | n/a |
| Mar 2026 | n/a |
| Dec 2025 | n/a |
| Sep 2025 | n/a |
| Jun 2025 | n/a |
| Mar 2025 | n/a |
| Dec 2024 | n/a |
| Sep 2024 | n/a |
At each fiscal year end
Trailing four quarters at each quarter end
Return on equity
+11.9%
TTM net income over average of 2025-06-30 and 2026-06-30
Return on equity WSFS
| FY Dec 2025 | +10.8% |
| FY Dec 2024 | +10.4% |
| FY Dec 2023 | +11.5% |
| FY Dec 2022 | +10.7% |
| FY Dec 2021 | +14.6% |
| Jun 2026 | +11.9% |
| Mar 2026 | +11.4% |
| Dec 2025 | +10.8% |
| Sep 2025 | +10.3% |
| Jun 2025 | +10.3% |
| Mar 2025 | +10.3% |
| Dec 2024 | +10.4% |
| Sep 2024 | +10.7% |
At each fiscal year end
Trailing four quarters at each quarter end
Return on assets
+1.5%
TTM net income over average of 2025-06-30 and 2026-06-30
Return on assets WSFS
| FY Dec 2025 | +1.4% |
| FY Dec 2024 | +1.3% |
| FY Dec 2023 | +1.3% |
| FY Dec 2022 | +1.2% |
| FY Dec 2021 | +1.8% |
| Jun 2026 | +1.5% |
| Mar 2026 | +1.4% |
| Dec 2025 | +1.4% |
| Sep 2025 | +1.3% |
| Jun 2025 | +1.3% |
| Mar 2025 | +1.3% |
| Dec 2024 | +1.3% |
| Sep 2024 | +1.3% |
At each fiscal year end
Trailing four quarters at each quarter end
Return on invested capital
n/a
fewer than four consecutive quarters of operating income
Return on invested capital WSFS
| FY Dec 2025 | n/a |
| FY Dec 2024 | n/a |
| FY Dec 2023 | n/a |
| FY Dec 2022 | n/a |
| FY Dec 2021 | n/a |
| Jun 2026 | n/a |
| Mar 2026 | n/a |
| Dec 2025 | n/a |
| Sep 2025 | n/a |
| Jun 2025 | n/a |
| Mar 2025 | n/a |
| Dec 2024 | n/a |
| Sep 2024 | n/a |
At each fiscal year end
Trailing four quarters at each quarter end
Return on capital employed
n/a
fewer than four consecutive quarters of operating income
Return on capital employed WSFS
| FY Dec 2025 | n/a |
| FY Dec 2024 | n/a |
| FY Dec 2023 | n/a |
| FY Dec 2022 | n/a |
| FY Dec 2021 | n/a |
| Jun 2026 | n/a |
| Mar 2026 | n/a |
| Dec 2025 | n/a |
| Sep 2025 | n/a |
| Jun 2025 | n/a |
| Mar 2025 | n/a |
| Dec 2024 | n/a |
| Sep 2024 | n/a |
At each fiscal year end
Trailing four quarters at each quarter end
P/E, trailing
13.31x
close 2026-10-26 over four quarters of diluted EPS, 2025-07-01 to 2026-06-30
P/E, trailing WSFS
| FY Dec 2025 | 10.83x |
| FY Dec 2024 | 12.05x |
| FY Dec 2023 | 10.41x |
| FY Dec 2022 | 12.95x |
| FY Dec 2021 | 8.81x |
| Jun 2026 | 12.83x |
| Mar 2026 | 11.65x |
| Dec 2025 | 10.83x |
| Sep 2025 | 11.14x |
| Jun 2025 | 12.09x |
| Mar 2025 | 11.68x |
| Dec 2024 | 12.05x |
| Sep 2024 | 11.62x |
At each fiscal year end
Trailing four quarters at each quarter end
Enterprise value
n/a
no debt line filed
Enterprise value WSFS
| FY Dec 2025 | n/a |
| FY Dec 2024 | n/a |
| FY Dec 2023 | n/a |
| FY Dec 2022 | n/a |
| FY Dec 2021 | n/a |
| Jun 2026 | n/a |
| Mar 2026 | n/a |
| Dec 2025 | n/a |
| Sep 2025 | n/a |
| Jun 2025 | n/a |
| Mar 2025 | n/a |
| Dec 2024 | n/a |
| Sep 2024 | n/a |
At each fiscal year end
Trailing four quarters at each quarter end
FCF yield
+6.0%
TTM free cash flow over market value at close 2026-10-26
FCF yield WSFS
| FY Dec 2025 | +7.1% |
| FY Dec 2024 | +6.6% |
| FY Dec 2023 | +8.3% |
| FY Dec 2022 | +16.9% |
| FY Dec 2021 | +5.0% |
| Jun 2026 | +6.1% |
| Mar 2026 | +8.5% |
| Dec 2025 | +7.1% |
| Sep 2025 | +7.2% |
| Jun 2025 | +3.1% |
| Mar 2025 | +3.4% |
| Dec 2024 | +6.6% |
| Sep 2024 | +3.2% |
At each fiscal year end
Trailing four quarters at each quarter end
PEG, trailing
0.42x
P/E over trailing EPS growth of 31%: four quarters to 2026-06-30 against the four to 2025-06-30
PEG, trailing WSFS
| FY Dec 2025 | 0.69x |
| FY Dec 2024 | n/a |
| FY Dec 2023 | 0.40x |
| FY Dec 2022 | n/a |
| FY Dec 2021 | 0.06x |
| Jun 2026 | 0.41x |
| Mar 2026 | 0.44x |
| Dec 2025 | 0.69x |
| Sep 2025 | 1.09x |
| Jun 2025 | 27.38x |
| Mar 2025 | n/a |
| Dec 2024 | n/a |
| Sep 2024 | n/a |
At each fiscal year end
Trailing four quarters at each quarter end
Price as of 2026-10-26. Hover or tap a tile for its yearly and quarterly history.
Method
TTM is four consecutive fiscal quarters; Q4 is the year minus nine months when not filed. Returns use the average of opening and closing balances. EBIT is approximated by operating income. PEG uses trailing EPS growth.
Fundamentals
Annual figures from XBRL filings. Pick a past date to see them as known then.
| 2025-12 | 2024-12 | 2023-12 | 2022-12 | |
|---|---|---|---|---|
| Revenue | n/a | n/a | n/a | $963.9M |
| Net income | $287.3M | $263.7M | $269.2M | $222.4M |
| EPS (diluted) | 5.09 | 4.41 | 4.40 | 3.49 |
| Operating cash flow | $220.0M | $219.9M | $237.0M | $480.9M |
| Cash | $1.7B | $1.2B | $1.1B | $837.3M |
| Buybacks | $290.3M | $96.3M | $54.6M | $200.1M |
| Dividends paid | $37.2M | $35.8M | $36.7M | $35.7M |
SEC XBRL, fiscal years, as known on 2026-10-27
WSFS Stock Sonar score 5/7 axes
Find similar shapesCompareWSFS ranks highest on growth (95th percentile) and profitability (75th), and lowest on insider conviction (5th), among Banks peers.
5 of 7 axes scored. Each is a percentile against sector peers (all companies when the sector is thin); higher is better. An unscored axis is unmeasured, not low. How it is scored
WSFS filings, in plain words
Are Wsfs Financial insiders buying or selling WSFS?
In the 180 days to 2026-10-27, Wsfs Financial insiders were net sellers, a net $5.4M across purchases and sales reported on Form 4, by 3 sellers.
Have members of Congress traded WSFS?
Yes. In the year to 2026-10-27, 1 House member disclosed buying WSFS and 1 House member disclosed selling it; the latest on record is a sale by Lisa McClain dated 2025-10-31.
Read the full summary
In the 180 days to 2026-10-27, Wsfs Financial insiders were net sellers of WSFS, a net $5.4M across purchases and sales reported on Form 4 by 3 sellers. None of the 4 insider sales was flagged as made under a Rule 10b5-1 plan. In the year to 2026-10-27, 1 member of Congress disclosed buying WSFS and 1 member disclosed selling it; the latest on record is a sale by Lisa McClain dated 2025-10-31. Each figure is counted from SEC and House filings as of 2026-10-27, dated the day the filing was made public.
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