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| SEC Filing | Company/Stock | Trade Date | Transaction | Shares | Avg. Price | Total | % Holdings | Gain/Loss |
|---|---|---|---|---|---|---|---|---|
| 01-Aug-24 6:31 PM View:  | WSFS Financial Corp. (WSFS) | 30-Jul-24 | Option Exercise | 8,609 | $46.78 | $402,734.00 | 33% 26.02K to 34.63K | |
| 01-Aug-24 6:31 PM View: | WSFS Financial Corp. (WSFS) | 30-Jul-24 | Option Sale | 8,609 | $56.51 | $486,481.00 | (25%) 34.63K to 26.02K | |
| 17-Apr-24 6:49 PM View: | WSFS Financial Corp. (WSFS) | 15-Apr-24 | Payment of Exercise | 1,421 | $42.37 | $60,207.80 | (5%) 27.44K to 26.02K | |
| 19-Mar-24 7:46 PM View: | WSFS Financial Corp. (WSFS) | 15-Mar-24 | Payment of Exercise | 101 | $41.91 | $4,232.91 | (< 1%) 27.54K to 27.44K | |
| 04-Mar-24 6:00 PM View: | WSFS Financial Corp. (WSFS) | 29-Feb-24 | Grant | 2,847 | $42.39 | $120,684.00 | 12% 24.7K to 27.54K | |
| 31-Jan-24 4:33 PM View: | WSFS Financial Corp. (WSFS) | 29-Jan-24 | Option Exercise | 17,205 | $39.74 | $683,795.00 | 73% 23.48K to 40.69K | |
| 31-Jan-24 4:33 PM View: | WSFS Financial Corp. (WSFS) | 29-Jan-24 | Option Sale | 15,992 | $46.79 | $748,332.00 | (39%) 40.69K to 24.7K | |
| 12-Dec-23 9:39 AM View: | WSFS Financial Corp. (WSFS) | 10-Dec-23 | Payment of Exercise | 522 | $41.48 | $21,652.60 | (2%) 24.11K to 23.59K | |
| 18-Apr-23 1:12 PM View: | WSFS Financial Corp. (WSFS) | 15-Apr-23 | Payment of Exercise | 1,778 | $36.69 | $65,234.80 | (7%) 25.89K to 24.11K | |
| 17-Mar-23 9:42 AM View: | WSFS Financial Corp. (WSFS) | 15-Mar-23 | Payment of Exercise | 118 | $39.49 | $4,659.82 | (< 1%) 26.01K to 25.89K | |
| 27-Feb-23 4:43 PM View: | WSFS Financial Corp. (WSFS) | 23-Feb-23 | Grant | 2,356 | $49.69 | $117,070.00 | 10% 23.65K to 26.01K | |
| 13-Dec-22 3:18 PM View: | WSFS Financial Corp. (WSFS) | 10-Dec-22 | Payment of Exercise | 538 | $46.38 | $24,952.40 | (2%) 24.08K to 23.54K | |
| 02-Sep-22 3:10 PM View: | WSFS Financial Corp. (WSFS) | 31-Aug-22 | Grant | 1,584 | -- | -- | 7% 22.5K to 24.08K | |
| 30-Jun-22 11:39 AM View: | WSFS Financial Corp. (WSFS) | 28-Jun-22 | Payment of Exercise | 252 | $40.79 | $10,279.10 | (1%) 22.75K to 22.5K | |
| 19-Apr-22 2:58 PM View: | WSFS Financial Corp. (WSFS) | 15-Apr-22 | Payment of Exercise | 1,255 | $41.78 | $52,433.90 | (5%) 24.0K to 22.75K | |
| 29-Mar-22 5:11 PM View: | Greensky, Inc. (GSKY) | 29-Mar-22 | Disposition | 96,538 | -- | -- | (100%) 96.54K to 0 | |
| 28-Feb-22 10:00 PM View: | WSFS Financial Corp. (WSFS) | 24-Feb-22 | Grant | 5,191 | -- | -- | 28% 18.81K to 24.0K | |
| 14-Dec-21 8:00 PM View: | WSFS Financial Corp. (WSFS) | 10-Dec-21 | Payment of Exercise | 431 | $49.78 | $21,455.20 | (3%) 15.54K to 15.11K | 2% |
| 29-Jun-21 11:18 AM View: | WSFS Financial Corp. (WSFS) | 28-Jun-21 | Payment of Exercise | 202 | $46.93 | $9,479.86 | (1%) 19.41K to 19.21K | 0% |
| 07-Jun-21 6:28 PM View: | Greensky, Inc. (GSKY) | 03-Jun-21 | Grant | 33,614 | -- | -- | 53% 62.92K to 96.54K | |
| 19-Apr-21 6:44 PM View: | WSFS Financial Corp. (WSFS) | 15-Apr-21 | Payment of Exercise | 472 | $49.92 | $23,562.20 | (2%) 19.89K to 19.41K | (< 1%) |
| 05-Mar-21 6:59 PM View: | WSFS Financial Corp. (WSFS) | 03-Mar-21 | Grant | 5,301 | -- | -- | 37% 14.44K to 19.74K | |
| 14-Dec-20 4:47 PM View: | WSFS Financial Corp. (WSFS) | 10-Dec-20 | Grant | 4,012 | -- | -- | 38% 10.44K to 14.46K | |
| 01-Jul-20 6:15 PM View: | WSFS Financial Corp. (WSFS) | 28-Jun-20 | Disposition | 202 | $25.66 | $5,183.32 | (2%) 10.62K to 10.42K | (72%) |
| 05-Jun-20 5:51 PM View: | Greensky, Inc. (GSKY) | 03-Jun-20 | Grant | 43,573 | -- | -- | 225% 19.35K to 62.92K | |
| 17-Apr-20 6:36 PM View: | WSFS Financial Corp. (WSFS) | 15-Apr-20 | Payment of Exercise | 289 | $23.24 | $6,716.36 | (3%) 10.91K to 10.62K | (89%) |
| 09-Mar-20 5:54 PM View: | WSFS Financial Corp. (WSFS) | 27-Feb-20 | Grant | 2,278 | -- | -- | 32% 7.23K to 9.5K | |
| 02-Jul-19 2:52 PM View: | WSFS Financial Corp. (WSFS) | 28-Jun-19 | Payment of Exercise | 202 | $41.30 | $8,342.60 | (3%) 7.42K to 7.22K | (6%) |
| 04-Jun-19 5:43 PM View: | Greensky, Inc. (GSKY) | 31-May-19 | Grant | 18,051 | -- | -- | 1389% 1.3K to 19.35K | |
| 04-Mar-19 6:30 PM View: | WSFS Financial Corp. (WSFS) | 28-Feb-19 | Grant | 2,811 | -- | -- | 112% 2.5K to 5.31K | |
| 28-Jun-18 6:11 PM View: | WSFS Financial Corp. (WSFS) | 28-Jun-18 | Grant | 2,500 | -- | -- | 100% 0 to 2.5K |