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| SEC Filing | Company/Stock | Trade Date | Transaction | Shares | Avg. Price | Total | % Holdings | Gain/Loss |
|---|---|---|---|---|---|---|---|---|
| 13-Aug-24 12:17 PM View:  | WSFS Financial Corp. (WSFS) | 09-Aug-24 | Grant | 1,201 | $49.99 | $60,038.00 | 5% 23.56K to 24.77K | |
| 15-Aug-23 1:35 PM View: | WSFS Financial Corp. (WSFS) | 11-Aug-23 | Grant | 1,373 | $43.72 | $60,027.60 | 6% 22.19K to 23.56K | |
| 17-Aug-22 1:08 PM View: | WSFS Financial Corp. (WSFS) | 12-Aug-22 | Grant | 692 | -- | -- | 3% 21.5K to 22.19K | |
| 18-Aug-20 7:05 PM View: | WSFS Financial Corp. (WSFS) | 14-Aug-20 | Grant | 1,122 | -- | -- | 6% 19.61K to 20.73K | |
| 11-Sep-19 5:10 PM View: | WSFS Financial Corp. (WSFS) | 06-Sep-19 | Grant | 1,833 | -- | -- | 10% 17.77K to 19.61K | |
| 13-Aug-19 5:49 PM View: | WSFS Financial Corp. (WSFS) | 09-Aug-19 | Grant | 840 | -- | -- | 5% 16.93K to 17.77K | |
| 14-Aug-18 3:15 PM View: | WSFS Financial Corp. (WSFS) | 10-Aug-18 | Grant | 692 | -- | -- | 4% 16.24K to 16.93K | |
| 15-Aug-17 5:05 PM View: | WSFS Financial Corp. (WSFS) | 11-Aug-17 | Grant | 809 | $43.30 | $35,029.70 | 5% 15.43K to 16.24K | < 1% |
| 29-Aug-16 6:33 PM View: | WSFS Financial Corp. (WSFS) | 25-Aug-16 | Grant | 226 | -- | -- | 1% 15.21K to 15.43K | |
| 16-Aug-16 3:46 PM View: | WSFS Financial Corp. (WSFS) | 12-Aug-16 | Grant | 722 | -- | -- | 5% 14.49K to 15.21K | |
| 17-Aug-15 7:06 PM View: | WSFS Financial Corp. (WSFS) | 14-Aug-15 | Grant | 926 | -- | -- | 7% 13.56K to 14.49K | |
| 18-Dec-14 6:23 PM View: | WSFS Financial Corp. (WSFS) | 16-Dec-14 | Grant | 153 | -- | -- | 4% 4.37K to 4.52K | |
| 12-Aug-14 5:47 PM View: | WSFS Financial Corp. (WSFS) | 08-Aug-14 | Grant | 367 | -- | -- | 9% 4.0K to 4.37K | |
| 02-May-14 12:55 PM View: | WSFS Financial Corp. (WSFS) | 30-Apr-14 | Grant | 1,118 | $66.73 | $74,604.10 | 39% 2.88K to 4.0K | 98% |
| 06-Feb-14 5:40 PM View: | WSFS Financial Corp. (WSFS) | 04-Feb-14 | Market Purchase | 500 | $71.35 | $35,675.00 | 21% 2.38K to 2.88K | 86% |
| 16-Dec-13 5:53 PM View: | WSFS Financial Corp. (WSFS) | 12-Dec-13 | Grant | 312 | -- | -- | 15% 2.07K to 2.38K | |
| 05-Dec-13 2:00 PM View: | WSFS Financial Corp. (WSFS) | 03-Dec-13 | Grant | 500 | $75.09 | $37,545.00 | 32% 1.57K to 2.07K | 76% |
| 19-Dec-12 7:45 PM View: | WSFS Financial Corp. (WSFS) | 18-Dec-12 | Grant | 555 | -- | -- | 55% 1.01K to 1.57K | |
| 16-Dec-11 3:42 PM View: | WSFS Financial Corp. (WSFS) | 15-Dec-11 | Grant | 643 | $36.32 | $23,353.80 | 173% 0.37K to 1.01K | 269% |
| 20-Dec-10 3:12 PM View: | WSFS Financial Corp. (WSFS) | 16-Dec-10 | Grant | 372 | $47.22 | $17,565.80 | 100% 0 to 0.37K | 186% |
| 29-Apr-10 10:49 AM View: | Sterling Bancshares Inc. (SBIB) | 26-Apr-10 | Grant | 2,590 | $5.79 | $14,996.10 | 10% 25.41K to 28.0K | (16%) |
| 22-May-09 2:37 PM View: | Sun Bancorp Inc. (SNBC) | 21-May-09 | Grant | 3,082 | $6.11 | $18,831.00 | 37% 8.39K to 11.47K | (17%) |
| 22-May-09 2:37 PM View: | Sun Bancorp Inc. (SNBC) | 21-May-09 | Grant Duplicate | 934 | $6.11 | $5,706.74 | 8% 11.47K to 12.41K | (17%) |
| 29-Apr-09 6:28 PM View: | Sterling Bancshares Inc. (SBIB) | 27-Apr-09 | Grant | 2,475 | $6.06 | $14,998.50 | 11% 22.93K to 25.41K | (22%) |
| 19-Dec-08 1:33 PM View: | Sun Bancorp Inc. (SNBC) | 18-Dec-08 | Grant | 3,412 | $7.69 | $26,238.30 | 74% 4.58K to 7.99K | (34%) |
| 19-May-08 1:49 PM View: | Sun Bancorp Inc. (SNBC) | 15-May-08 | Grant | 1,985 | $10.95 | $21,735.80 | 80% 2.47K to 4.46K | (54%) |
| 30-Apr-08 3:44 PM View: | Sterling Bancshares Inc. (SBIB) | 28-Apr-08 | Grant | 1,438 | $10.43 | $14,998.30 | 7% 21.5K to 22.93K | (53%) |
| 02-Jan-08 3:10 PM View: | First Indiana Corp (FINB) | 02-Jan-08 | Disposition | 12,868 | $32.00 | $411,762.00 | (100%) 12.87K to 0 | 0% |
| 21-Dec-07 12:16 PM View: | Sun Bancorp Inc. (SNBC) | 20-Dec-07 | Grant | 675 | $14.79 | $9,983.25 | 38% 1.79K to 2.47K | (66%) |
| 21-Sep-07 12:13 PM View: | Sun Bancorp Inc. (SNBC) | 20-Sep-07 | Grant | 611 | $17.98 | $10,985.80 | 52% 1.18K to 1.79K | (72%) |
| 09-Aug-07 2:15 PM View: | Sterling Bancshares Inc. (SBIB) | 08-Aug-07 | Disposition | 2,310 | $10.78 | $24,901.80 | 12% 19.19K to 21.5K | (54%) |
| 18-May-07 12:27 PM View: | Sun Bancorp Inc. (SNBC) | 17-May-07 | Grant | 510 | $17.62 | $8,986.20 | 80% 0.64K to 1.15K | (71%) |
| 01-May-07 5:27 PM View: | Sterling Bancshares Inc. (SBIB) | 30-Apr-07 | Grant | 1,312 | $11.43 | $14,996.20 | 7% 17.87K to 19.19K | (56%) |
| 23-Mar-07 11:37 AM View: | Sun Bancorp Inc. (SNBC) | 21-Mar-07 | Grant | 579 | $18.95 | $10,972.10 | 949% 61 to 0.64K | (73%) |
| 31-Jan-07 3:44 PM View: | Sun Bancorp Inc. (SNBC) | 30-Jan-07 | Market Purchase | 60 | $19.65 | $1,179.00 | 100% 0 to 60 | (74%) |
| 03-Jan-07 4:16 PM View: | First Indiana Corp (FINB) | 02-Jan-07 | Grant | 807 | -- | -- | 16% 4.95K to 5.76K | |
| 01-May-07 5:27 PM View: | Sterling Bancshares Inc. (SBIB) | 15-Dec-06 | Grant | 5,958 | -- | -- | 50% 11.92K to 17.87K | |
| 24-Aug-06 5:10 PM View: | Sterling Bancshares Inc. (SBIB) | 16-Aug-06 | Market Purchase | 2,000 | $20.54 | $41,080.00 | 20% 9.92K to 11.92K | (76%) |
| 21-Feb-07 3:21 PM View: | First Indiana Corp (FINB) | 03-May-06 | Market Purchase | 3,100 | $25.18 | $78,058.00 | 63% 4.9K to 8.0K | 36% |
| 26-Apr-06 4:05 PM View: | Sterling Bancshares Inc. (SBIB) | 24-Apr-06 | Grant | 897 | $16.72 | $14,997.80 | 10% 9.02K to 9.92K | (70%) |
| 04-Jan-06 10:00 PM View: | First Indiana Corp (FINB) | 03-Jan-06 | Grant | 568 | -- | -- | 17% 3.28K to 3.85K | |
| 28-Apr-05 3:51 PM View: | Sterling Bancshares Inc. (SBIB) | 25-Apr-05 | Grant | 1,075 | $13.95 | $14,996.20 | 14% 7.94K to 9.02K | (64%) |
| 22-Apr-05 2:27 PM View: | First Indiana Corp (FINB) | 20-Apr-05 | Grant | 813 | -- | -- | 33% 2.45K to 3.26K | |
| 04-Jan-05 10:11 AM View: | First Indiana Corp (FINB) | 03-Jan-05 | Grant | 600 | -- | -- | 38% 1.58K to 2.18K | |
| 28-Apr-04 10:00 PM View: | Sterling Bancshares Inc. (SBIB) | 26-Apr-04 | Grant | 1,162 | $12.90 | $14,989.80 | 17% 6.78K to 7.94K | (60%) |
| 05-Jan-04 10:00 PM View: | First Indiana Corp (FINB) | 02-Jan-04 | Grant | 600 | -- | -- | 85% 0.7K to 1.3K |