WSFS Financial Company Insiders
| WSFS Stock | USD 45.08 0.12 0.27% |
Slightly above 75% of WSFS Financial's corporate insiders are selling. The analysis of insider sentiment suggests that many WSFS Financial insiders are, at present, alarmed. WSFS Financial employs about 2.2 K people. The company is managed by 44 executives with a total tenure of roughly 277 years, averaging almost 6.0 years of service per executive, having 50.66 employees per reported executive.
| Calvert Morgan Chairman Special Advisor, Director, Member of Executive Committee, Member of Corporate Governance and Nominating Committee, Member of Audit Committee, Member of Corporate Devel. Committee and Member of Trust Audit Committee and Vice Chairman of WSFS Federal Savings Bank |
| Marvin Schoenhals Chairman Chairman of the Board |
WSFS Financial's Insider Buying Vs Selling
25
Selling | Buying |
Latest Trades
| 2024-01-29 | Arthur J Bacci | Disposed 15992 @ 46.79 | View | ||
| 2023-12-11 | Patrick Joseph Ward | Disposed 2227 @ 41.5 | View | ||
| 2023-12-01 | Michael J Donahue | Disposed 3148 @ 40.3 | View | ||
| 2023-04-27 | Christine Elizabeth Davis | Acquired 798 @ 34.11 | View |
Monitoring WSFS Financial's insider sentiment can offer insights into its future performance, as insiders often have access to more information about their company's operations, financial health, and upcoming initiatives than the general public. However, it's essential to note that insider trading is regulated by securities laws, and insiders are required to disclose their trades publicly to ensure transparency and prevent unfair advantages based on non-public information.
WSFS |
WSFS Financial Management Team Effectiveness
The company has return on total asset (ROA) of 0.0133 % which means that it generated a profit of $0.0133 on every $100 spent on assets. This is way below average. Similarly, it shows a return on stockholder's equity (ROE) of 0.1152 %, meaning that it created $0.1152 on every $100 dollars invested by stockholders. WSFS Financial's management efficiency ratios could be used to measure how well WSFS Financial manages its routine affairs as well as how well it operates its assets and liabilities. Return On Equity is likely to gain to 0.11 in 2024, whereas Return On Tangible Assets are likely to drop 0.01 in 2024. At this time, WSFS Financial's Fixed Asset Turnover is comparatively stable compared to the past year.Net Income Applicable To Common Shares is likely to gain to about 268.5 M in 2024, whereas Common Stock Shares Outstanding is likely to drop slightly above 32.5 M in 2024.
WSFS Financial Workforce Comparison
WSFS Financial is rated first in number of employees category among related companies. The total workforce of Financials industry is at this time estimated at about 10,806. WSFS Financial totals roughly 2,229 in number of employees claiming about 21% of equities under Financials industry.
The company has Profit Margin (PM) of 0.29 %, which maeans that even a very small decline in it revenue will erase profits resulting in a net loss. This is way below average. Similarly, it shows Operating Margin (OM) of 0.42 %, which suggests for every 100 dollars of sales, it generated a net operating income of $0.42. WSFS Financial Insider Trading History
Some recent studies suggest that insider trading raises the cost of capital for securities issuers and decreases overall economic growth. Trading by specific WSFS Financial insiders, such as employees or executives, is commonly permitted as long as it does not rely on WSFS Financial's material information that is not in the public domain. Local jurisdictions usually require such trading to be reported in order to monitor insider transactions. In many U.S. states, trading conducted by corporate officers, key employees, directors, or significant shareholders must be reported to the regulator or publicly disclosed, usually within a few business days of the trade. In these cases, WSFS Financial insiders must file a Form 4 with the U.S. Securities and Exchange Commission (SEC) when buying or selling shares of their own companies.
| Buy/Sell Ratio | # Purchases Trades | # Sales Trades | Total Shares Purchased | Total Shares Sold | |
|---|---|---|---|---|---|
| 2024-06-01 | 0.125 | 1 | 8 | 1,472 | 13,809 |
| 2024-03-01 | 0.8333 | 10 | 12 | 55,389 | 35,269 |
| 2023-12-01 | 0.2222 | 2 | 9 | 6,888 | 14,701 |
| 2023-09-01 | 12.0 | 12 | 1 | 20,528 | 1,554 |
| 2023-06-01 | 0.1111 | 1 | 9 | 798.00 | 17,526 |
| 2023-03-01 | 1.0 | 9 | 9 | 32,510 | 8,964 |
| 2022-12-01 | 0.3571 | 5 | 14 | 14,654 | 35,778 |
| 2022-09-01 | 6.25 | 25 | 4 | 23,020 | 23,906 |
| 2022-06-01 | 0.0588 | 1 | 17 | 1,000.00 | 28,375 |
| 2022-03-01 | 2.8 | 14 | 5 | 175,291 | 42,824 |
| 2021-12-01 | 0.2308 | 6 | 26 | 37,996 | 101,199 |
| 2021-09-01 | 10.0 | 10 | 1 | 11,353 | 287.00 |
| 2021-06-01 | 0.04 | 1 | 25 | 1,935 | 153,232 |
| 2021-03-01 | 5.4286 | 38 | 7 | 217,418 | 90,365 |
| 2020-12-01 | 1.625 | 13 | 8 | 99,314 | 110,559 |
| 2020-06-01 | 0.3 | 3 | 10 | 32,528 | 8,122 |
| 2020-03-01 | 2.7143 | 19 | 7 | 216,197 | 123,956 |
| 2019-12-01 | 0.4 | 2 | 5 | 23,507 | 36,218 |
| 2019-09-01 | 1.3333 | 20 | 15 | 166,430 | 301,970 |
| 2019-06-01 | 0.3929 | 11 | 28 | 274,457 | 589,213 |
| 2019-03-01 | 14.0 | 42 | 3 | 305,496 | 30,101 |
| 2018-12-01 | 0.5714 | 4 | 7 | 46,313 | 88,313 |
| 2018-09-01 | 0.8276 | 24 | 29 | 190,704 | 372,742 |
| 2018-06-01 | 0.3774 | 20 | 53 | 155,824 | 318,606 |
| 2018-03-01 | 0.9688 | 31 | 32 | 131,165 | 91,831 |
| 2017-12-01 | 0.4286 | 3 | 7 | 10,861 | 15,560 |
| 2017-09-01 | 1.7143 | 12 | 7 | 32,265 | 50,467 |
| 2017-06-01 | 0.2727 | 6 | 22 | 22,488 | 41,834 |
| 2017-03-01 | 0.7111 | 32 | 45 | 122,659 | 170,419 |
| 2016-12-01 | 0.6154 | 8 | 13 | 73,426 | 124,361 |
| 2016-09-01 | 11.3333 | 34 | 3 | 167,750 | 18,938 |
| 2016-06-01 | 0.6087 | 14 | 23 | 51,963 | 78,065 |
| 2016-03-01 | 0.4828 | 14 | 29 | 77,033 | 48,477 |
| 2015-12-01 | 0.7778 | 7 | 9 | 19,029 | 41,537 |
| 2015-09-01 | 2.75 | 11 | 4 | 14,590 | 14,000 |
| 2015-06-01 | 0.5556 | 5 | 9 | 35,121 | 62,603 |
| 2015-03-01 | 0.3333 | 18 | 54 | 46,300 | 63,756 |
| 2014-12-01 | 1.1333 | 17 | 15 | 24,061 | 52,296 |
| 2014-09-01 | 3.0 | 12 | 4 | 7,603 | 16,533 |
| 2014-06-01 | 0.6 | 3 | 5 | 4,532 | 6,941 |
| 2014-03-01 | 0.6279 | 27 | 43 | 56,810 | 25,137 |
| 2013-12-01 | 1.3846 | 18 | 13 | 30,513 | 39,157 |
| 2013-06-01 | 1.125 | 9 | 8 | 388,250 | 24,400 |
| 2013-03-01 | 0.8571 | 36 | 42 | 65,668 | 32,072 |
| 2012-12-01 | 1.3 | 13 | 10 | 20,795 | 51,436 |
| 2012-09-01 | 0.2083 | 5 | 24 | 20,300 | 41,968 |
| 2012-03-01 | 1.9091 | 21 | 11 | 30,829 | 7,018 |
| 2011-12-01 | 1.0476 | 22 | 21 | 586,342 | 1,598,165 |
| 2011-09-01 | 1.25 | 5 | 4 | 4,050 | 3,500 |
| 2011-06-01 | 0.2857 | 2 | 7 | 242.00 | 613.00 |
| 2011-03-01 | 3.1667 | 19 | 6 | 53,840 | 1,258 |
| 2010-12-01 | 1.0 | 14 | 14 | 16,325 | 25,659 |
| 2010-09-01 | 1.3333 | 4 | 3 | 270.00 | 160.00 |
| 2010-06-01 | 0.1538 | 4 | 26 | 17,500 | 50,100 |
| 2010-03-01 | 2.3333 | 14 | 6 | 9,895 | 4,326 |
| 2009-12-01 | 1.4 | 7 | 5 | 34,731 | 10,300 |
| 2009-09-01 | 11.0 | 22 | 2 | 7,015 | 129,310 |
| 2009-03-01 | 18.5 | 37 | 2 | 87,905 | 3,550 |
| 2008-12-01 | 2.4444 | 22 | 9 | 35,590 | 11,750 |
| 2008-09-01 | 0.4545 | 15 | 33 | 41,285 | 65,140 |
| 2008-03-01 | 4.5 | 9 | 2 | 3,540 | 6,920 |
| 2007-12-01 | 3.25 | 13 | 4 | 51,470 | 13,930 |
| 2007-09-01 | 6.0 | 6 | 1 | 4,150 | 0.00 |
| 2007-06-01 | 0.5333 | 8 | 15 | 39,545 | 67,690 |
| 2007-03-01 | 1.4444 | 13 | 9 | 7,400 | 406,900 |
| 2006-12-01 | 1.5882 | 27 | 17 | 71,525 | 51,296 |
| 2006-09-01 | 0.2857 | 6 | 21 | 36,500 | 85,432 |
| 2006-06-01 | 0.6667 | 6 | 9 | 36,000 | 73,000 |
| 2006-03-01 | 1.3333 | 12 | 9 | 12,960 | 19,426 |
| 2005-12-01 | 0.5616 | 41 | 73 | 157,538 | 211,908 |
| 2005-09-01 | 0.1818 | 2 | 11 | 1,840 | 406,380 |
| 2005-06-01 | 0.7619 | 16 | 21 | 23,157 | 44,314 |
| 2005-03-01 | 1.2727 | 14 | 11 | 51,235 | 86,571 |
| 2004-12-01 | 0.8182 | 18 | 22 | 75,694 | 227,661 |
| 2004-09-01 | 0.5 | 4 | 8 | 16,369 | 34,338 |
| 2004-03-01 | 1.5 | 15 | 10 | 60,262 | 155,908 |
| 2003-12-01 | 0.8 | 12 | 15 | 44,210 | 19,140 |
| 2003-09-01 | 0.3571 | 5 | 14 | 130,561 | 662,708 |
WSFS Financial Notable Stakeholders
A WSFS Financial stakeholder refers to an individual interested in an outcome of the business. Different stakeholders have different interests, and companies such as WSFS Financial often face trade-offs trying to please all of them. WSFS Financial's stakeholders can have a positive or negative influence on the entity's direction, and there are a lot of executives involved in getting WSFS Financial's stock to the level that pleases all shareholders. Keeping track of the stakeholders is a great way to stay on top of things affecting its ongoing price.
| Calvert Morgan | Special Advisor, Director, Member of Executive Committee, Member of Corporate Governance and Nominating Committee, Member of Audit Committee, Member of Corporate Devel. Committee and Member of Trust Audit Committee and Vice Chairman of WSFS Federal Savings Bank | Profile | |
| Marvin Schoenhals | Chairman of the Board | Profile | |
| Mark Turner | CEO and President Director, Chairman of Executive Committee, Chairman of Corporate Devel. Committee, CEO of WSFS Bank and President of WSFS Bank and Director of WSFS Bank | Profile | |
| Charles Cheleden | Vice Chairman of the Board, Lead Independent Director | Profile | |
| Gerard Cuddy | Vice Chairman of the Board | Profile | |
| Thomas Stevenson | President of CashConnect | Profile | |
| Dominic Canuso | CFO, Executive Vice President | Profile | |
| Lisa Brubaker | Executive Vice President CTO | Profile | |
| Steve Clark | Executive Vice President Chief Commercial Banking Officer | Profile | |
| Paul Greenplate | Executive Vice President Chief Risk Officer | Profile | |
| Paul Geraghty | Chief Wealth Officer, Executive VP, Pennsylvania Market President, Chief Wealth Officer of WSFS Bank, Executive VP of WSFS Bank, and Pennsylvania Market President of WSFS Bank | Profile | |
| Thomas Kearney | Executive Vice President Chief Risk Officer | Profile | |
| Arthur Bacci | Executive Vice President Chief Wealth Officer | Profile | |
| Kevin Thompson | CFO, Executive Vice President | Profile | |
| Peggy Eddens | Executive Vice President - Human Capital Management Department, WSFS Bank | Profile | |
| Rodger Levenson | Interim CFO, Executive VP, Interim CFO of Wsfs Bank and Executive VP of Wsfs Bank | Profile | |
| James Mazarakis | CTO, Executive VP, CTO of WSFS Bank and Executive VP of WSFS Bank | Profile | |
| Richard Wright | Chief Retail Banking Officer and Executive VP | Profile | |
| Michael Donahue | Director | Profile | |
| Donald Delson | Independent Director | Profile | |
| Eleuthere Pont | Director | Profile | |
| Jennifer Davis | Independent Director | Profile | |
| Anat Bird | Independent Director | Profile | |
| Francis Brake | Independent Director | Profile | |
| David Turner | Director | Profile | |
| Christopher Gheysens | Director | Profile | |
| Chris Gheysens | Director | Profile | |
| Karen Buchholz | Director | Profile | |
| CFA CFA | Ex CFO | Profile | |
| Patrick Ward | FSB Society | Profile | |
| Patrick Healy | Debt Bankruptcy | Profile | |
| Shilpa Kumar | Senior Finance | Profile | |
| Ralph Cicalese | Senior Manager | Profile | |
| James Gise | Senior Manager | Profile | |
| Michael Conklin | Ex Officer | Profile | |
| Stephen Clark | Executive Officer | Profile | |
| Patrick Killeen | Chief Officer | Profile | |
| Lisa Washington | Senior Officer | Profile | |
| John Clatworthy | Senior Connect | Profile | |
| James Wechsler | VP COO | Profile | |
| Justin Dunn | Senior Officer | Profile | |
| Charles CPA | Senior Officer | Profile | |
| Michael Jordan | Senior Recovery | Profile | |
| James Noon | Sr FSB | Profile |
About WSFS Financial Management Performance
The success or failure of an entity such as WSFS Financial often depends on how effective the management is. WSFS Financial management team is responsible for propelling the future growth in the right direction and administering and controlling the business activities and accounting for the results. Ineffective management usually contributes to failure in the company's future performance for all stakeholders equally, but most importantly, for investors. So it is important to measure the effectiveness of WSFS management before purchasing its stock. In many ways, it's all about finding the answer to one important question - Are they doing the right thing right now? How would we assess whether the WSFS management is utilizing all available resources in the best possible way? Also, how well is the company doing relative to others in its sector and the market as a whole? The answer can be found by analyzing a few important fundamental indicators such as return on assets and return on equity.
| Last Reported | Projected for Next Year | ||
| Return On Tangible Assets | 0.01 | 0.01 | |
| Return On Capital Employed | 0.000017 | 0.000016 | |
| Return On Assets | 0.01 | 0.01 | |
| Return On Equity | 0.11 | 0.11 |
The data published in WSFS Financial's official financial statements usually reflect WSFS Financial's business processes, product offerings, services, and other fundamental events. But there are other numbers, ratios, or fundamental indicators derived from these statements that are easier to understand and visualize within the underlying realities that drive quantitative information of WSFS Financial. For example, before you start analyzing numbers published by WSFS accountants, it's critical to develop an understanding of what WSFS Financial's liquidity, profitability, and earnings quality are in the context of the Thrifts & Mortgage Finance space in which it operates.
Please note, the presentation of WSFS Financial's financial position, as portrayed in its financial statements, is often influenced by management's estimates, judgments, and sometimes even manipulations. In the best case, WSFS Financial's management is honest, while the outside auditors are strict and uncompromising. Whatever the case, the imprecision that can be found in WSFS Financial's accounting process means that the reasonable investor should take a skeptical approach toward the financial statement analysis of WSFS Financial. Please utilize our Beneish M Score to check the likelihood of WSFS Financial's management manipulating its earnings.
WSFS Financial Workforce Analysis
Traditionally, organizations such as WSFS Financial use manpower efficiency calculations for various incentive schemes, employee appraisal, or as an initiative to improve the processes. However, it can also be used by investors to make long-term investment decisions. The trends in the profit per employee or revenue per employee are measured by net income or revenue divided by the current number of full-time employees over a given time interval. Because workforce needs differ across sectors, these ratios could be used to compare WSFS Financial within its industry.WSFS Financial Manpower Efficiency
Return on WSFS Financial Manpower
| Revenue Per Employee | 568K | |
| Revenue Per Executive | 28.8M | |
| Net Income Per Employee | 120.7K | |
| Net Income Per Executive | 6.1M |
Check out Your Current Watchlist to better understand how to build diversified portfolios, which includes a position in WSFS Financial. Also, note that the market value of any company could be tightly coupled with the direction of predictive economic indicators such as signals in census. For more information on how to buy WSFS Stock please use our How to Invest in WSFS Financial guide.Note that the WSFS Financial information on this page should be used as a complementary analysis to other WSFS Financial's statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try the Money Managers module to screen money managers from public funds and ETFs managed around the world.
Complementary Tools for WSFS Stock analysis
When running WSFS Financial's price analysis, check to measure WSFS Financial's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy WSFS Financial is operating at the current time. Most of WSFS Financial's value examination focuses on studying past and present price action to predict the probability of WSFS Financial's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move WSFS Financial's price. Additionally, you may evaluate how the addition of WSFS Financial to your portfolios can decrease your overall portfolio volatility.
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Is WSFS Financial's industry expected to grow? Or is there an opportunity to expand the business' product line in the future? Factors like these will boost the valuation of WSFS Financial. If investors know WSFS will grow in the future, the company's valuation will be higher. The financial industry is built on trying to define current growth potential and future valuation accurately. All the valuation information about WSFS Financial listed above have to be considered, but the key to understanding future value is determining which factors weigh more heavily than others.
Quarterly Earnings Growth (0.23) | Dividend Share 0.6 | Earnings Share 4.4 | Revenue Per Share 15.168 | Quarterly Revenue Growth (0.02) |
The market value of WSFS Financial is measured differently than its book value, which is the value of WSFS that is recorded on the company's balance sheet. Investors also form their own opinion of WSFS Financial's value that differs from its market value or its book value, called intrinsic value, which is WSFS Financial's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because WSFS Financial's market value can be influenced by many factors that don't directly affect WSFS Financial's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between WSFS Financial's value and its price as these two are different measures arrived at by different means. Investors typically determine if WSFS Financial is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, WSFS Financial's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.