WSFS Financial Corp. (WSFS)

Sector:
FINANCE
Industry:
BANKS
SIC:
NATIONAL COMMERCIAL BANKS
CEO:
Mark A. Turner
Employees:
1,177
500 DELAWARE AVENUE, WILMINGTON, DE 19801
3027926000

WSFS Financial Corp. engages in the provision of banking and financial services. It operates through the following business segments: WSFS Bank, Cash Connect, and Wealth Management. The WSFS Bank segment provides loans and other financial products to commercial and retail customers. The Cash Connect segment offers ATM vault cash and cash logistics services through partnerships with manufacturers and service providers in the ATM industry. The Wealth Management segment deals with fiduciary, investment management, credit, and deposit products to clients. The company was founded in 1832 and is headquartered in Wilmington, DE.

Data derived from most recent annual or quarterly report
Market Cap 2.667 Billion Shares Outstanding47.568 Million Avg 30-day Volume 763.127 Thousand
P/E Ratio16.3214 Dividend Yield164.9017 EPS3.43
Price to Revenue3.399 Debt to Equity1.3864 EBITDA110.443 Million
Price to Book Value1.5052 Operating Margin0.0 Enterprise Value1.117 Billion
Current Ratio EPS Growth-0.041 Quick Ratio
1 Yr BETA 0.9239 52-week High/Low 56.13 / 40.32 Profit Margin20.8254
Operating Cash Flow Growth9.3201 Altman Z-Score Free Cash Flow to Firm -303.105 Million
View SEC Filings from WSFS instead.

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Funds Holding WSFS (via 13F filings)

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*Shares are split adjusted
*Please note that if a filer hasn't submitted a 13F filing for a quarter then the filer's shares will be listed as "Sold All"

Mutual Funds Holding WSFS BETA

Active Schedule 13D and 13G filings

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Open Market Buys/Sells Last 60 Days

Open Market Buys (P)

none

Open Market Sells (S)

2.3 Thousand total shares from 2 transactions

Exercise Derivative Conversion (M)

2.1 Thousand total shares from 1 transactions

Current/Former Insiders

Insider Name Type Last Reported Shares Held Last Reported Date Filings in past year

GREENPLATE PAUL S EVP

19,426 2022-01-05 6

LETO FRANCIS J

  • Director
0 2022-01-01 2

MCKEE LYNN

  • Director
0 2022-01-01 2

CALDERIN DIEGO F.

  • Director
8,117 2022-01-01 2

EDDENS PEGGY H EVP

34,910 2021-12-31 6

DU PONT ELEUTHERE I

13,752 2021-12-30 2

WRIGHT RICHARD EVP

47,297 2021-12-14 12

BACCI ARTHUR J EVP

  • Officer
15,109 2021-12-10 4

LEVENSON RODGER PRESIDENT & CEO

  • Officer
108,574 2021-12-10 5

CLARK STEPHEN P EVP

  • Officer
23,777 2021-12-10 5

CANUSO DOMINIC C EVP & CFO

  • Officer
16,819 2021-12-10 3

WARD PATRICK JOSEPH EVP

  • Officer
132,818 2021-12-10 6

BRUBAKER LISA M EVP, CHIEF TECHNOLOGY OFFICER

  • Officer
26,454 2021-12-10 4

CONKLIN MICHAEL CHIEF HUMAN RESOURCES OFFICER

4,648 2021-08-27 2

BIRD ANAT

21,499 2021-08-13 1

TURNER DAVID G

16,864 2021-08-13 1

DONAHUE MICHAEL J

12,578 2021-08-13 1

TURNER MARK A

10,769 2021-08-13 7

FOSTER NANCY J

3,213 2021-08-13 1

DAVIS JENNIFER W

21,811 2021-08-13 1

BUCHHOLZ KAREN DOUGHERTY

24,329 2021-08-13 1

BRAKE FRANCIS B.

11,816 2021-08-13 1

GHEYSENS CHRISTOPHER

7,651 2021-08-13 1

REED MICHAEL PAUL EXECUTIVE VICE PRESIDENT

13,727 2021-04-15 2

SCHOENHALS MARVIN N

31,577 2020-08-14 0

CUDDY GERARD P

48,912 2019-08-09 0

MORGAN CALVERT A JR

32,175 2018-08-10 0

MAZARAKIS S JAMES EVP

39,081 2018-04-25 0

GERAGHTY PAUL D EVP

20,719 2018-04-13 0

KEARNEY THOMAS W EXECUTIVE VICE PRESIDENT

16,029 2018-03-30 0

DELSON DONALD W

14,683 2017-08-11 0

CHELEDEN CHARLES G

  • FORMER DIRECTOR
30,826 2016-08-12 0

FOWLE STEPHEN A EVP

  • Officer
18,716 2015-02-27 0

FRANGOPOULOS ZISSIMOS A

  • FORMER DIRECTOR
No longer subject to file 2014-04-24 0

KLIMA DENNIS E

  • Director
8,118 2012-12-18 0

CHANDLER WILLIAM B III

  • Director
1,516 2012-12-18 0

SMITH CLAIBOURNE D

  • Director
7,543 2011-12-20 0

PENINSULA INVESTMENT PARTNERS, L.P.

PENINSULA CAPITAL ADVISORS LLC

WESCHLER, R. TED

  • Director
  • 10% Owner
0 2011-12-15 0

WESCHLER, R. TED

  • Director
  • 10% Owner
521,234 2011-12-15 0

REED SCOTT E

  • Director
5,263 2011-12-15 0

PRESTON THOMAS P

  • Director
9,750 2011-12-15 0

JULIAN JOSEPH R

  • Director
54,346 2010-12-16 0

DOWNEY JOHN F

  • Director
10,570 2010-12-16 0

HOLLOWELL DAVID E

  • Director
10,675 2010-05-05 0

IMMESBERGER RICHARD J EXECUTIVE VICE PRESIDENT

  • Officer
4,485 2010-03-31 0

DRAKE LINDA C

  • Director
7,035 2009-11-20 0

FISCHER BARBARA J EXECUTIVE VICE PRESIDENT

  • Officer
3,986 2009-02-25 0

Insider Transactions Last 60 Days

Reporting Owners Filing Date Trans Date Trans Code Shares Share Price Acquired
Disposed
Shares Owned after D/I 10b5 Perf 1d* Perf 5d* Perf 1m* Max Gain Max Gain Days Max Loss Max Loss Days

CALDERIN DIEGO F. - Director

2022-01-03 17:01:55 -0500 2022-01-01 A 8,117 a 8,117 direct -0.3769 3.2787 4.5223 3 -0.3769 2

MCKEE LYNN - Director

2022-01-03 17:01:23 -0500 2022-01-01 A 10,440 a 10,440 direct -0.3769 3.2787 4.5223 3 -0.3769 2

LETO FRANCIS J - Director held in 401(k) plan

2022-01-03 17:00:52 -0500 2022-01-01 A 1,009 a 1,009 indirect -0.3769 3.2787 4.5223 3 -0.3769 2

LETO FRANCIS J - Director

2022-01-03 17:00:52 -0500 2022-01-01 A 90,772 a 90,772 direct -0.3769 3.2787 4.5223 3 -0.3769 2

EDDENS PEGGY H EVP

2022-01-03 17:45:59 -0500 2021-12-31 F 4,193 $50.12 d 14,645 direct -0.3769 3.2787 4.5223 3 -0.3769 2

DU PONT ELEUTHERE I

2022-01-03 17:37:53 -0500 2021-12-30 G 1,150 $50.74 d 7,647 direct -0.3769 3.2787 4.5223 3 -0.3769 2

WRIGHT RICHARD EVP

2021-12-30 10:26:27 -0500 2021-12-14 S 762 $48.96 d 40,224 direct -1.2219 9.322 9.322 6 -1.2219 2

EDDENS PEGGY H - Officer EVP

2021-12-15 17:22:48 -0500 2021-12-13 S 1,552 $49.19 d 18,838 direct -0.6899 5.4986 5.4986 6 -0.6899 2

BACCI ARTHUR J - Officer EVP

2021-12-14 20:00:56 -0500 2021-12-10 F 431 $49.78 d 15,109 direct 0.3356 5.4961 5.4961 6 -0.3566 3

CLARK STEPHEN P - Officer EVP

2021-12-14 20:23:19 -0500 2021-12-10 F 746 $49.78 d 23,777 direct 0.3356 5.4961 5.4961 6 -0.3566 3

BRUBAKER LISA M - Officer EVP, CHIEF TECHNOLOGY OFFICER

2021-12-14 20:06:07 -0500 2021-12-10 F 358 $49.78 d 26,454 direct 0.3356 5.4961 5.4961 6 -0.3566 3

CANUSO DOMINIC C - Officer EVP & CFO

2021-12-14 19:35:48 -0500 2021-12-10 F 1,008 $49.78 d 16,819 direct 0.3356 5.4961 5.4961 6 -0.3566 3

LEVENSON RODGER - Officer PRESIDENT & CEO

2021-12-14 20:20:32 -0500 2021-12-10 F 2,743 $49.78 d 108,574 direct 0.3356 5.4961 5.4961 6 -0.3566 3

GREENPLATE PAUL S - Officer EVP

2021-12-14 20:14:21 -0500 2021-12-10 F 411 $49.78 d 11,174 direct 0.3356 5.4961 5.4961 6 -0.3566 3

WRIGHT RICHARD - Officer EVP

2021-12-14 20:17:23 -0500 2021-12-10 F 758 $49.78 d 40,986 direct 0.3356 5.4961 5.4961 6 -0.3566 3

WARD PATRICK JOSEPH - Officer EVP

2021-12-14 20:11:24 -0500 2021-12-10 F 377 $49.78 d 132,818 direct 0.3356 5.4961 5.4961 6 -0.3566 3

WARD PATRICK JOSEPH EXECUTIVE VICE PRESIDENT

2021-11-19 15:03:48 -0500 2021-11-18 M 2,104 $14.23 a 133,195 direct 0.3152 -6.2477 -1.6129 1.3719 3 -11.9392 20

WARD PATRICK JOSEPH EXECUTIVE VICE PRESIDENT

2021-11-19 15:03:48 -0500 2021-11-18 M 2,104 d 0 direct

* -

Transaction Code Definitions
Code Definition
A Grant, award or other acquisition pursuant to Rule 16b-3(d)
C Conversion of derivative security
D Disposition to the issuer of issuer equity securities pursuant to Rule 16b-3(e)
E Expiration of short derivative position
F Payment of exercise price or tax liability by delivering or withholding securities incident to the receipt, exercise or vesting of a security issued in accordance with Rule 16b-3
G Bona fide gift
H Expiration (or cancellation) of long derivative position with value received
I Discretionary transaction in accordance with Rule 16b-3(f) resulting in acquisition or disposition of issuer securities
J Other acquisition or disposition
L Small acquisition under Rule 16a-6
M Exercise or conversion of derivative security exempted pursuant to Rule 16b-3
O Exercise of out-of-the-money derivative security
P Open market or private purchase of non-derivative or derivative security
S Open market or private sale of non-derivative or derivative security
U Disposition pursuant to a tender of shares in a change of control transaction
W Acquisition or disposition by will or the laws of descent and distribution
X Exercise of in-the-money or at-the-money derivative security
Z Deposit into or withdrawal from voting trust

IBR Securities Loan Availability

Updated throughout the day, this shows the number of shares available to borrow. Data provided by Interactive Brokers

Security Date/Time Rebate Rate Fee Rate Shares Available
WSFS FINANCIAL CORP WSFS 2022-01-14 22:15:03 UTC -0.1847 0.2547 4000000
WSFS FINANCIAL CORP WSFS 2022-01-14 21:45:03 UTC -0.1847 0.2547 4000000
WSFS FINANCIAL CORP WSFS 2022-01-14 21:15:03 UTC -0.1847 0.2547 4000000
WSFS FINANCIAL CORP WSFS 2022-01-14 20:45:03 UTC -0.1847 0.2547 4000000
WSFS FINANCIAL CORP WSFS 2022-01-14 20:15:03 UTC -0.1847 0.2547 4000000
WSFS FINANCIAL CORP WSFS 2022-01-14 19:45:03 UTC -0.1847 0.2547 4000000
WSFS FINANCIAL CORP WSFS 2022-01-14 19:15:04 UTC -0.1847 0.2547 4000000
WSFS FINANCIAL CORP WSFS 2022-01-14 18:45:04 UTC -0.1847 0.2547 4000000
WSFS FINANCIAL CORP WSFS 2022-01-14 18:15:03 UTC -0.1847 0.2547 4000000
WSFS FINANCIAL CORP WSFS 2022-01-14 17:45:03 UTC -0.1847 0.2547 4000000
WSFS FINANCIAL CORP WSFS 2022-01-14 17:15:03 UTC -0.1847 0.2547 4000000
WSFS FINANCIAL CORP WSFS 2022-01-14 16:45:04 UTC -0.1851 0.2551 4000000
WSFS FINANCIAL CORP WSFS 2022-01-14 16:15:03 UTC -0.1851 0.2551 4000000
WSFS FINANCIAL CORP WSFS 2022-01-14 15:45:03 UTC -0.1851 0.2551 4000000
WSFS FINANCIAL CORP WSFS 2022-01-14 15:15:03 UTC -0.1851 0.2551 4000000
WSFS FINANCIAL CORP WSFS 2022-01-14 14:45:03 UTC -0.1851 0.2551 4000000
WSFS FINANCIAL CORP WSFS 2022-01-14 14:15:03 UTC -0.1851 0.2551 4000000
WSFS FINANCIAL CORP WSFS 2022-01-14 13:45:02 UTC -0.1857 0.2557 4000000
WSFS FINANCIAL CORP WSFS 2022-01-14 13:15:03 UTC -0.1857 0.2557 4000000
WSFS FINANCIAL CORP WSFS 2022-01-14 12:45:03 UTC -0.1857 0.2557 4000000

Current Active Short Positions

Holder Issuer Net Short Position Position Date Origin
Trust for Professional Managers- Convergence Market Neutral Fund WSFS -3347.0 shares, $-98067.1 2020-08-31 N-PORT

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