Every SEC Form 3/4/5 on record for this filer (CIK 1206878) — 2 issuers, 36 transactions. Section-16 filings only: what they filed, not a biography, and titles are as filed on their latest form at each issuer.
| Ticker | Company | Role as filed | On file | Forms | Open-market net |
|---|---|---|---|---|---|
| WSFS | WSFS FINANCIAL CORP | Director | 2019-03-05 → 2025-08-12 | 12 | −$126,864 |
| BNCL | Beneficial Bancorp Inc. | Director · lapsed | 2015-09-21 → 2019-03-05 | 16 | — |
| Ticker | Date | Action | Shares | Price | Value | Held after |
|---|---|---|---|---|---|---|
| WSFS | 2023-12-01 | Sell | 3,148 | $40.30 | $126,864 | 11,495 |
1 of 2 issuers are covered and open a security page; the rest are on file here only.