BRUBAKER LISA M 4
4 · WSFS FINANCIAL CORP · Filed Feb 27, 2026
Research Summary
AI-generated summary of this filing
WSFS EVP Lisa Brubaker Receives 8,219 Shares Through PSU Award
What Happened
- Lisa M. Brubaker, EVP and Chief Human Resources Officer of WSFS Financial Corp (WSFS), received a total of 8,219 shares as the settlement of performance-based restricted share units (PSUs) on February 26, 2026. The PSUs were settled at $66.38 per share for a gross value of $545,578.
- To cover tax obligations, 2,334 shares were withheld (disposed) at the same $66.38 price for a withholding value of $154,931, leaving a net increase of 5,885 shares and a net value of approximately $390,647 to Brubaker’s holdings.
- These were awards (not open-market purchases or option exercises); awards reflect company compensation tied to performance metrics, not a market trade signal.
Key Details
- Transaction date: 2026-02-26; per-share price: $66.38.
- Grant/Award: 5,165 shares ($342,853)
- Share withholding for taxes (disposition): 2,334 shares ($154,931)
- Additional Grant/Award: 3,054 shares ($202,725)
- Net shares added: 8,219 acquired − 2,334 withheld = 5,885 net shares.
- Shares owned after transaction: Not specified in the provided filing.
- Footnotes of note:
- F1: PSUs were issued Feb 23, 2023; performance for the three-year period ended 12/31/2025 was measured at 76% (each PSU equals one share).
- F2: The 2,334-share disposition represents shares withheld to cover taxes.
- F3: Remaining vesting schedule noted as 3-year vesting in 33% increments (first vest 4/15/2027, final 4/15/2029) per the filing.
- F4: Filing notes any additional PSUs still under assessment will be reported on a future Form 4.
- Filing timeliness: Report filed 2026-02-27 for transactions on 2026-02-26 (appears timely).
Context
- PSUs are performance-based awards: the 76% performance result produced a partial payout of the original award rather than a full grant.
- Withholding of shares for taxes is routine and should not be interpreted as an open-market sale decision.
- This report documents compensation-related equity settlement rather than an insider buying or selling stock in the market.
Insider Transaction Report
Form 4
BRUBAKER LISA M
EVP, CHRO
Transactions
- Award
Common Stock
[F1]2026-02-26$66.38/sh+5,165$342,853→ 47,756 total - Tax Payment
Common Stock
[F2]2026-02-26$66.38/sh−2,334$154,931→ 45,422 total - Award
Common Stock
[F3][F4]2026-02-26$66.38/sh+3,054$202,725→ 48,476 total
Holdings
- 1,964(indirect: By 401(k))
Common Stock
Footnotes (4)
- [F1]On February 26, 2026, the reporting person achieved a performance level of 76% on an award of performance-based restricted share units ("PSUs") issued on February 23, 2023. This performance level represents the final determination of the PSU during the three-year period ended December 31, 2025. Each PSU represents one share of WSFS Financial Corporation common stock.
- [F2]Represents shares withheld to cover taxes due on vested PSUs.
- [F3]3 year vest (33% increments) with first vesting date of 4/15/2027 and final vesting date of 4/15/2029.
- [F4]Does not include PSUs, if any, held by the Reporting Person for which an assessment has not yet been made regarding the achievement of the applicable performance goals. Any such holding will be reported on a Form 4 within two business days of that date such assessment is made.
Signature
/s/ Lisa M. Brubaker by Michael Griffe, Attorney-in-Fact|2026-02-27