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SEC Filings
All companies that sell securities in the United States must register with the Securities and Exchange Commission (SEC) and file reports on a regular basis.
These reports include company annual reports (10K, 10Q), news updates (8K), investor presentations (found in 8Ks), insider trades (form 4), ownership reports (13D, and 13G), and reports related to the specific securities sold, such as registration statements and prospectus. This page shows recent SEC filings related to WSFS Financial Corporation
SEC Filings (Chronological Order)
Halaman ini menyediakan daftar lengkap dan kronologis dari Pengajuan SEC, tidak termasuk pengajuan kepemilikan yang kami sediakan di tempat lain.
| July 31, 2025 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended June 30, 2025 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number 001-35638 WSFS FINANC |
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| July 24, 2025 |
a2q25supplement72425vf 1 WSFS Financial Corporation 2Q 2025 Earnings Release Supplement July 2025 Exhibit 99. |
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| July 24, 2025 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 July 24, 2025 Date of Report (Date of Earliest Event Reported) WSFS Financial Corporation (Exact Name of Registrant as Specified in its Charter) Delaware 001-35638 22-2866913 (State or Other Jurisdiction of incorporation) (SEC Commis |
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| July 24, 2025 |
WSFS Bank Center WSFS Bank Place 1 500 Delaware Avenue 1818 Market Street Wilmington, DE 19801 Philadelphia, PA 19103 EXHIBIT 99. |
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| July 8, 2025 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 July 8, 2025 Date of Report (Date of Earliest Event Reported) WSFS Financial Corporation (Exact Name of Registrant as Specified in its Charter) Delaware 001-35638 22-2866913 (State or Other Jurisdiction of Incorporation) (SEC Commiss |
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| June 26, 2025 |
11-K 1 form11-k2024.htm 11-K UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 11-K FOR ANNUAL REPORTS OF EMPLOYEE STOCK PURCHASE, SAVINGS AND SIMILAR PLANS PURSUANT TO SECTION 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 (Mark One) {X} ANNUAL REPORT PURSUANT TO SECTION 15(d) OF THE SECURITIES AND EXCHANGE ACT OF 1934 For the fiscal year ended December 31, 2024 OR { } TR |
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| May 20, 2025 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 May 15, 2025 Date of Report (Date of Earliest Event Reported) WSFS Financial Corporation (Exact Name of Registrant as Specified in its Charter) Delaware 001-35638 22-2866913 (State or Other Jurisdiction of incorporation) (SEC Commiss |
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| May 7, 2025 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended March 31, 2025 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number 001-35638 WSFS FINAN |
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| May 6, 2025 |
WHERE THERE’S A WSFS, THERE’S A WAY. 1 Exhibit 99.1 Investor Overview May 2025 WSFS Financial Corporation Forward Looking Statements & Non-GAAP Forward Looking Statements: This presentation contains estimates, predictions, opinions, projections and other "forward-looking statements" as that phrase is defined in the Private Securities Litigation Reform Act of 1995. Such statements include, without |
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| May 6, 2025 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 May 6, 2025 Date of Report (Date of Earliest Event Reported) WSFS Financial Corporation (Exact Name of Registrant as Specified in its Charter) Delaware 001-35638 22-2866913 (State or Other Jurisdiction of incorporation) (SEC Commissi |
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| April 24, 2025 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 April 24, 2025 Date of Report (Date of Earliest Event Reported) WSFS Financial Corporation (Exact Name of Registrant as Specified in its Charter) Delaware 001-35638 22-2866913 (State or Other Jurisdiction of incorporation) (SEC Commi |
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| April 24, 2025 |
WSFS Bank Center WSFS Bank Place 1 500 Delaware Avenue 1818 Market Street Wilmington, DE 19801 Philadelphia, PA 19103 EXHIBIT 99. |
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| April 24, 2025 |
1 WSFS Financial Corporation 1Q 2025 Earnings Release Supplement April 2025 Exhibit 99. |
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| April 1, 2025 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 14A Proxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 1934 (Amendment No. ) ☒ Filed by the Registrant ☐ Filed by a Party other than the Registrant Check the appropriate box: ☐ Preliminary Proxy Statement ☐ CONFIDENTIAL, FOR USE OF THE COMMISSION ONLY (AS PERMITTED BY RULE 14a-6(e)(2)) ☐ Defin |
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| April 1, 2025 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 14A Proxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 1934 (Amendment No. ) ☒ Filed by the Registrant ☐ Filed by a Party other than the Registrant Check the appropriate box: ☐ Preliminary Proxy Statement ☐ CONFIDENTIAL, FOR USE OF THE COMMISSION ONLY (AS PERMITTED BY RULE 14a-6(e)(2)) ☒ Defin |
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| February 28, 2025 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-K (Mark One) ☒ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended December 31, 2024 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission file number 001-35638 WSFS FINANCIAL |
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| February 28, 2025 |
WSFS Financial Corporation Insider Trading Policy, Adopted April 27, 2023. Exhibit 19 Organizational Functional Area: Legal Department Policy For: Permissible Trading by Insiders ERC Approved: 4/6/2023 Board Approved: 4/27/2023 Last Revision Date: 10/2020 Department/Individual Responsible for Maintaining/Updating Policy: Legal Department/CLO/Director of Legal Operations Table of Contents Policy Statement 2 Elements of Insider Trading 2 Penalties for Insider Trading 4 Pro |
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| February 28, 2025 |
Subsidiaries of the Registrant EXHIBIT 21 Parent Company Subsidiary Percent State or Other Jurisdiction of Incorporation WSFS Financial Corporation Wilmington Savings Fund Society, Federal Savings Bank 100 % United States WSFS Wealth Management, LLC 100 Delaware Bryn Mawr Capital Management, LLC 100 Delaware The Bryn Mawr Trust Company of Delaware 100 Delaware WSFS SPE Services, LLC 100 Delaware 601 Perkasie, LLC 100 Delaware WSFS Capital Trust III 100 Delaware Royal Bancshares Capital Trust I 100 Delaware Royal Bancshares Capital Trust II 100 Delaware Wilmington Savings Fund Society, Federal Savings Bank Beneficial Equipment Finance Corporation 100 Pennsylvania 1832 Holdings, Inc. |
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| January 27, 2025 |
WSFS Bank Center WSFS Bank Place 1 500 Delaware Avenue 1818 Market Street Wilmington, DE 19801 Philadelphia, PA 19103 EXHIBIT 99. |
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| January 27, 2025 |
1 WSFS Financial Corporation 4Q 2024 Earnings Release Supplement January 2025 Exhibit 99. |
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| January 27, 2025 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 January 27, 2025 Date of Report (Date of Earliest Event Reported) WSFS Financial Corporation (Exact Name of Registrant as Specified in its Charter) Delaware 001-35638 22-2866913 (State or Other Jurisdiction of incorporation) (SEC Com |
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| January 17, 2025 |
January 17, 2025 VIA EDGAR U.S. Securities and Exchange Commission Division of Corporation Finance 100 F Street, N.E. Washington, DC 20549 Re: WSFS Financial Corporation Form 10-K for Fiscal Year Ended December 31, 2023 Form 8-K filed October 24, 2024 File No. 001-35638 Dear Mr. Henderson and Ms. Lubit: Set forth below is the response of WSFS Financial Corporation (the “Company”), to the comment r |
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| November 6, 2024 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended September 30, 2024 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number 001-35638 WSFS F |
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| October 28, 2024 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 October 24, 2024 Date of Report (Date of Earliest Event Reported) WSFS Financial Corporation (Exact Name of Registrant as Specified in its Charter) Delaware 001-35638 22-2866913 (State or Other Jurisdiction of Incorporation) (SEC Com |
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| October 28, 2024 |
WSFS Bank Center 500 Delaware Avenue, Wilmington, Delaware 19801 FOR IMMEDIATE RELEASE Investor Relations Contact: Andrew Basile (302) 504-9857 October 28, 2024 abasile@wsfsbank. |
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| October 24, 2024 |
WSFS Bank Center WSFS Bank Place 1 500 Delaware Avenue 1818 Market Street Wilmington, DE 19801 Philadelphia, PA 19103 EXHIBIT 99. |
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| October 24, 2024 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 October 24, 2024 Date of Report (Date of Earliest Event Reported) WSFS Financial Corporation (Exact Name of Registrant as Specified in its Charter) Delaware 001-35638 22-2866913 (State or Other Jurisdiction of incorporation) (SEC Com |
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| October 24, 2024 |
1 Exhibit 99.2 3Q 2024 Earnings Release Supplement October 2024 WSFS Financial Corporation 2 Forward Looking Statements & Non-GAAP Forward Looking Statements: This presentation contains estimates, predictions, opinions, projections and other "forward-looking statements" as that phrase is defined in the Private Securities Litigation Reform Act of 1995. Such statements include, without limitation, r |
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| October 17, 2024 |
WSFS / WSFS Financial Corporation / STATE STREET CORP Passive Investment SC 13G 1 WSFSFINANCIALCORP.htm SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G Under the Securities Exchange Act of 1934 (Amendment No. )* WSFS FINANCIAL CORP (Name of Issuer) COMMON STOCK (Title of Class of Securities) 929328102 (CUSIP Number) September 30, 2024 (Date of Event Which Requires Filing of This Statement) Check the appropriate box to designate the rule pursuant |
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| August 2, 2024 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended June 30, 2024 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number 001-35638 WSFS FINANC |
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| August 2, 2024 |
WHERE THERE’S A WSFS, THERE’S A WAY. 1 WSFS Financial Corporation Investor Overview August 2024 Exhibit 99.1 Forward Looking Statements & Non-GAAP Forward looking statements: This presentation contains estimates, predictions, opinions, projections and other "forward-looking statements" as that phrase is defined in the Private Securities Litigation Reform Act of 1995. Such statements include, witho |
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| August 2, 2024 |
Regulation FD Disclosure, Financial Statements and Exhibits UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 August 2, 2024 Date of Report (Date of Earliest Event Reported) WSFS Financial Corporation (Exact Name of Registrant as Specified in its Charter) Delaware 001-35638 22-2866913 (State or Other Jurisdiction of incorporation) (SEC Commi |
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| July 25, 2024 |
1 WSFS Financial Corporation 2Q 2024 Earnings Release Supplement July 2024 Exhibit 99. |
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| July 25, 2024 |
WSFS Bank Center WSFS Bank Place 1 500 Delaware Avenue, 1818 Market St, Wilmington, Delaware 19801 Philadelphia, PA 19103 EXHIBIT 99. |
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| July 25, 2024 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 July 25, 2024 Date of Report (Date of Earliest Event Reported) WSFS Financial Corporation (Exact Name of Registrant as Specified in its Charter) Delaware 001-35638 22-2866913 (State or Other Jurisdiction of incorporation) (SEC Commis |
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| June 25, 2024 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 11-K FOR ANNUAL REPORTS OF EMPLOYEE STOCK PURCHASE, SAVINGS AND SIMILAR PLANS PURSUANT TO SECTION 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 (Mark One) {X} ANNUAL REPORT PURSUANT TO SECTION 15(d) OF THE SECURITIES AND EXCHANGE ACT OF 1934 For the fiscal year ended December 31, 2023 OR { } TRANSITION REPORT PURSUANT TO S |
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| May 21, 2024 |
WSFS Bank Center 500 Delaware Avenue, Wilmington, Delaware 19801 WSFS Bank Place 1818 Market St, Philadelphia, PA 19103 FOR IMMEDIATE RELEASE Investor Relations Contact: Andrew Basile (302) 504-9857; abasile@wsfsbank. |
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| May 21, 2024 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 May 21, 2024 Date of Report (Date of Earliest Event Reported) WSFS Financial Corporation (Exact Name of Registrant as Specified in its Charter) Delaware 001-35638 22-2866913 (State or Other Jurisdiction of Incorporation) (SEC Commiss |
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| May 17, 2024 |
Submission of Matters to a Vote of Security Holders UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 May 16, 2024 Date of Report (Date of Earliest Event Reported) WSFS Financial Corporation (Exact Name of Registrant as Specified in its Charter) Delaware 001-35638 22-2866913 (State or Other Jurisdiction of incorporation) (SEC Commiss |
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| May 6, 2024 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended March 31, 2024 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number 001-35638 WSFS FINAN |
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| April 25, 2024 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 April 25, 2024 Date of Report (Date of Earliest Event Reported) WSFS Financial Corporation (Exact Name of Registrant as Specified in its Charter) Delaware 001-35638 22-2866913 (State or Other Jurisdiction of incorporation) (SEC Commi |
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| April 25, 2024 |
WSFS Bank Center WSFS Bank Place 1 500 Delaware Avenue, 1818 Market St, Wilmington, Delaware 19801 Philadelphia, PA 19103 EXHIBIT 99. |
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| April 25, 2024 |
1 WSFS Financial Corporation 1Q 2024 Earnings Release Supplement April 2024 Exhibit 99. |
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| March 27, 2024 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 14A Proxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 1934 (Amendment No. ) ☒ Filed by the Registrant ☐ Filed by a Party other than the Registrant Check the appropriate box: ☐ Preliminary Proxy Statement ☐ CONFIDENTIAL, FOR USE OF THE COMMISSION ONLY (AS PERMITTED BY RULE 14a-6(e)(2)) ☐ Defin |
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| March 27, 2024 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 14A Proxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 1934 (Amendment No. ) ☒ Filed by the Registrant ☐ Filed by a Party other than the Registrant Check the appropriate box: ☐ Preliminary Proxy Statement ☐ CONFIDENTIAL, FOR USE OF THE COMMISSION ONLY (AS PERMITTED BY RULE 14a-6(e)(2)) ☒ Defin |
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| March 25, 2024 |
Regulation FD Disclosure, Financial Statements and Exhibits UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 March 25, 2024 Date of Report (Date of Earliest Event Reported) WSFS Financial Corporation (Exact Name of Registrant as Specified in its Charter) Delaware 001-35638 22-2866913 (State or Other Jurisdiction of incorporation) (SEC Commi |
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| March 25, 2024 |
WHERE THERE’S A WSFS, THERE’S A WAY. 1 WSFS Financial Corporation Investor Overview March 2024 Exhibit 99.1 Forward looking statements & non-GAAP Forward looking statements: This presentation contains estimates, predictions, opinions, projections and other "forward-looking statements" as that phrase is defined in the Private Securities Litigation Reform Act of 1995. Such statements include, withou |
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| February 29, 2024 |
Subsidiaries of the Registrant EXHIBIT 21 Parent Company Subsidiary Percent State or Other Jurisdiction of Incorporation WSFS Financial Corporation Wilmington Savings Fund Society, Federal Savings Bank 100 % United States WSFS Wealth Management, LLC 100 Delaware Bryn Mawr Capital Management, LLC 100 Delaware The Bryn Mawr Trust Company of Delaware 100 Delaware WSFS SPE Services, LLC 100 Delaware 601 Perkasie, LLC 100 Delaware WSFS Capital Trust III 100 Delaware Royal Bancshares Capital Trust I 100 Delaware Royal Bancshares Capital Trust II 100 Delaware Wilmington Savings Fund Society, Federal Savings Bank Beneficial Equipment Finance Corporation 100 Pennsylvania 1832 Holdings, Inc. |
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| February 29, 2024 |
WSFS Financial Corporation Compensation Clawback Policy, Adopted August 2023. Exhibit 97 WSFS Financial Corporation Compensation Clawback Policy Adopted August, 2023 Amended and Restated as of the Effective Date (Defined Below) Purpose The Board of Directors (the “Board”) of WSFS Financial Corporation (the “Corporation”) believes that it is in the best interest of the Corporation and its stockholders to maintain a culture that emphasizes integrity and accountability and that reinforces the Corporation’s compensation philosophy. |
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| February 29, 2024 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-K (Mark One) ☒ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended December 31, 2023 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission file number 001-35638 WSFS FINANCIAL |
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| February 13, 2024 |
WSFS / WSFS Financial Corporation / VANGUARD GROUP INC - SCHEDULE 13G/A Passive Investment SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Schedule 13G Under the Securities Exchange Act of 1934 (Amendment No.: 5)* Name of issuer: WSFS Financial Corp Title of Class of Securities: Common Stock CUSIP Number: 929328102 Date of Event Which Requires Filing of this Statement: December 29, 2023 Check the appropriate box to designate the rule pursuant to which this Schedule is filed: ☒ |
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| February 9, 2024 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G Under the Securities Exchange Act of 1934 (Amendment No. 4 )* WSFS Financial Corp (Name of Issuer) Common Stock (Title of Class of Securities) 929328102 (CUSIP Number) December 29, 2023 (Date of Event Which Requires Filing of this Statement) Check the appropriate box to designate the rule pursuant to which this Sc |
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| January 25, 2024 |
1 WSFS Financial Corporation 4Q 2023 Earnings Release Supplement January 2024 Exhibit 99. |
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| January 25, 2024 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 January 25, 2024 Date of Report (Date of Earliest Event Reported) WSFS Financial Corporation (Exact Name of Registrant as Specified in its Charter) Delaware 001-35638 22-2866913 (State or Other Jurisdiction of incorporation) (SEC Com |
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| January 25, 2024 |
WSFS Bank Center WSFS Bank Place 1 500 Delaware Avenue, 1818 Market St, Wilmington, Delaware 19801 Philadelphia, PA 19103 EXHIBIT 99. |
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| November 3, 2023 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended September 30, 2023 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number 001-35638 WSFS F |
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| October 23, 2023 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 October 23, 2023 Date of Report (Date of Earliest Event Reported) WSFS Financial Corporation (Exact Name of Registrant as Specified in its Charter) Delaware 001-35638 22-2866913 (State or Other Jurisdiction of incorporation) (SEC Com |
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| October 23, 2023 |
1 WSFS Financial Corporation 3Q 2023 Earnings Release Supplement October 2023 Exhibit 99. |
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| October 23, 2023 |
WSFS Bank Center WSFS Bank Place 1 500 Delaware Avenue, 1818 Market St, Wilmington, Delaware 19801 Philadelphia, PA 19103 EXHIBIT 99. |
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| September 29, 2023 |
Submission of Matters to a Vote of Security Holders UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K/A (Amendment No. 1) CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 May 19, 2023 (May 16, 2023) Date of Report (Date of Earliest Event Reported) WSFS Financial Corporation (Exact Name of Registrant as Specified in its Charter) Delaware 001-35638 22-2866913 (State or Other Jurisdic |
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| August 24, 2023 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 August 18, 2023 Date of Report (Date of Earliest Event Reported) WSFS Financial Corporation (Exact Name of Registrant as Specified in its Charter) Delaware 001-35638 22-2866913 (State or Other Jurisdiction of Incorporation) (SEC Comm |
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| August 24, 2023 |
WSFS Announces Arthur J. Bacci as Interim Chief Financial Officer Exhibit 99.1 FOR IMMEDIATE RELEASE Investor Relations Contact: Rodger Levenson (302) 504-9857 August 24, 2023 [email protected] Media Contact: Eric Springer (215) 864-1778 [email protected] WSFS Announces Arthur J. Bacci as Interim Chief Financial Officer WILMINGTON, Del. – WSFS Financial Corporation (NASDAQ: WSFS), today announced Arthur J. Bacci, Executive Vice President and |
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| August 3, 2023 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended June 30, 2023 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number 001-35638 WSFS FINANC |
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| August 3, 2023 |
Regulation FD Disclosure, Financial Statements and Exhibits UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 August 2, 2023 Date of Report (Date of Earliest Event Reported) WSFS Financial Corporation (Exact Name of Registrant as Specified in its Charter) Delaware 001-35638 22-2866913 (State or Other Jurisdiction of incorporation) (SEC Commi |
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| August 3, 2023 |
1 WSFS Financial Corporation 2Q 2023 Investor Update August 2023 Exhibit 99.1 2 Forward Looking Statements & Non-GAAP Forward Looking Statements: This presentation contains estimates, predictions, opinions, projections and other "forward-looking statements" as that phrase is defined in the Private Securities Litigation Reform Act of 1995. Such statements include, without limitation, references to |
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| July 24, 2023 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 July 24, 2023 Date of Report (Date of Earliest Event Reported) WSFS Financial Corporation (Exact Name of Registrant as Specified in its Charter) Delaware 001-35638 22-2866913 (State or Other Jurisdiction of incorporation) (SEC Commis |
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| July 24, 2023 |
WSFS Bank Center WSFS Bank Place 1 500 Delaware Avenue, 1818 Market St, Wilmington, Delaware 19801 Philadelphia, PA 19103 EXHIBIT 99. |
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| July 24, 2023 |
a2q23supplement72423fina 1 WSFS Financial Corporation 2Q 2023 Earnings Release Supplement July 2023 EXHIBIT 99. |
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| June 23, 2023 |
Exhibit 107 Calculation of Filing Fee Tables Form S-8 (Form Type) WSFS Financial Corporation (Exact Name of Registrant as Specified in its Charter) Table 1: Newly Registered Securities Security Type Security Class Title Fee Calculation Rule Amount Registered(1)(2) Proposed Maximum Offering Price Per Unit(3) Maximum Aggregate Offering Price(3) Fee Rate Amount of Registration Fee Equity Common Stock, $0. |
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| June 23, 2023 |
Exhibit 107 Calculation of Filing Fee Tables Form S-3 (Form Type) WSFS Financial Corporation (Exact Name of Registrant as Specified in its Charter) Table 1: Newly Registered Securities and Carry Forward Securities Security Type Security Class Title Fee Calculation or Carry Forward Rule Amount Registered(1) Proposed Maximum Offering Price Per Unit(1) Maximum Aggregate Offering Price(1) Fee Rate(6) |
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| June 23, 2023 |
As filed with the Securities and Exchange Commission on June 23, 2023 As filed with the Securities and Exchange Commission on June 23, 2023 Registration No. |
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| June 23, 2023 |
Form of Subordinated Debt Indenture.** Exhibit 4.2 WSFS FINANCIAL CORPORATION, AS ISSUER AND [], AS TRUSTEE INDENTURE DATED AS OF [, ] SUBORDINATED DEBT SECURITIES CROSS-REFERENCE TABLE Reconciliation and tie between the Trust Indenture Act of 1939, as amended (the “Trust Indenture Act”), and the Indenture dated as of []. SECTION OF TRUST INDENTURE ACT SECTION OF INDENTURE 310(a)(1) and (2) 7.09 310(a)(3) and (4) Not applicable 310(a)( |
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| June 23, 2023 |
Exhibit 25.1 SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM T-1 STATEMENT OF ELIGIBILITY UNDER THE TRUST INDENTURE ACT OF 1939 OF A CORPORATION DESIGNATED TO ACT AS TRUSTEE Check if an Application to Determine Eligibility of a Trustee Pursuant to Section 305(b)(2) o U.S. BANK TRUST COMPANY, NATIONAL ASSOCIATION (Exact name of Trustee as specified in its charter) 91-1821036 I.R.S. E |
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| June 23, 2023 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 11-K FOR ANNUAL REPORTS OF EMPLOYEE STOCK PURCHASE, SAVINGS AND SIMILAR PLANS PURSUANT TO SECTION 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 (Mark One) {X} ANNUAL REPORT PURSUANT TO SECTION 15(d) OF THE SECURITIES AND EXCHANGE ACT OF 1934 For the fiscal year ended December 31, 2022 OR { } TRANSITION REPORT PURSUANT TO S |
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| June 23, 2023 |
As filed with the Securities and Exchange Commission on June 23, 2023 As filed with the Securities and Exchange Commission on June 23, 2023 Registration No. |
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| May 19, 2023 |
Submission of Matters to a Vote of Security Holders UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 May 16, 2023 Date of Report (Date of Earliest Event Reported) WSFS Financial Corporation (Exact Name of Registrant as Specified in its Charter) Delaware 001-35638 22-2866913 (State or Other Jurisdiction of incorporation) (SEC Commiss |
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| May 5, 2023 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended March 31, 2023 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number 001-35638 WSFS FINAN |
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| April 24, 2023 |
WSFS Bank Center WSFS Bank Place 1 500 Delaware Avenue, 1818 Market St, Wilmington, Delaware 19801 Philadelphia, PA 19103 EXHIBIT 99. |
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| April 24, 2023 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 April 24, 2023 Date of Report (Date of Earliest Event Reported) WSFS Financial Corporation (Exact Name of Registrant as Specified in its Charter) Delaware 001-35638 22-2866913 (State or Other Jurisdiction of incorporation) (SEC Commi |
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| April 24, 2023 |
a1q23supplement42423fina 1 WSFS Financial Corporation 1Q 2023 Earnings Release Supplement April 2023 Exhibit 99. |
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| March 28, 2023 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 14A Proxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 1934 (Amendment No. ) þ Filed by the Registrant o Filed by a Party other than the Registrant Check the appropriate box: o Preliminary Proxy Statement o CONFIDENTIAL, FOR USE OF THE COMMISSION ONLY (AS PERMITTED BY RULE 14a-6(e)(2)) o Defin |
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| March 28, 2023 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 14A Proxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 1934 (Amendment No. ) þ Filed by the Registrant o Filed by a Party other than the Registrant Check the appropriate box: o Preliminary Proxy Statement o CONFIDENTIAL, FOR USE OF THE COMMISSION ONLY (AS PERMITTED BY RULE 14a-6(e)(2)) þ Defin |
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| February 28, 2023 |
Exhibit 4.6 This FIRST SUPPLEMENTAL INDENTURE (this “Supplemental Indenture”), dated as of January 1, 2022, is among U.S. Bank National Association, a national banking association, as trustee (the “Trustee”), WSFS Financial Corporation, a Delaware corporation (the “Successor Company”), Bryn Mawr Bank Corporation, a Pennsylvania corporation (“Bryn Mawr”) and the “Company” under the Indenture (defin |
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| February 28, 2023 |
Exhibit 4.15 SECOND SUPPLEMENTAL INDENTURE (Royal Bancshares Capital Trust I) THIS SECOND SUPPLEMENTAL INDENTURE, dated as of January 1, 2022 (the “Effective Date”), is by and among The Bank of New York Mellon Trust Company, N.A. (herein, together with its successors in interest, the “Trustee”), WSFS Financial Corporation, a Delaware corporation (the “Successor Company”), and Bryn Mawr Bank Corpor |
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| February 28, 2023 |
Exhibit 4.17 SECOND SUPPLEMENTAL INDENTURE (Royal Bancshares Capital Trust II) THIS SECOND SUPPLEMENTAL INDENTURE, dated as of January 1, 2022 (the “Effective Date”), is by and among The Bank of New York Mellon Trust Company, N.A. (herein, together with its successors in interest, the “Trustee”), WSFS Financial Corporation, a Delaware corporation (the “Successor Company”), and Bryn Mawr Bank Corpo |
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| February 28, 2023 |
Exhibit 3.1 AMENDED AND RESTATED BY-LAWS OF WSFS FINANCIAL CORPORATION As Adopted on February 23, 2023 TABLE OF CONTENTS Page ARTICLE I Stockholders 1 SECTION 1. Annual Meetings of Stockholders 1 SECTION 2. Special Meetings of Stockholders 1 SECTION 3. Notice 3 SECTION 4. Proxies 3 SECTION 5. Quorum 3 SECTION 6. Voting 4 SECTION 7. Inspectors of Election 4 ARTICLE II Directors 4 SECTION 1. Composi |
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| February 28, 2023 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-K (Mark One) ☒ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended December 31, 2022 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission file number 001-35638 WSFS FINANCIAL |
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| February 28, 2023 |
Exhibit 4.10 This SECOND SUPPLEMENTAL INDENTURE (this “Supplemental Indenture”), dated as of January 1, 2022 is among U.S. Bank National Association, a national banking association, as trustee (the “Trustee”), WSFS Financial Corporation, a Delaware corporation (the “Successor Company”), and Bryn Mawr Bank Corporation, a Pennsylvania corporation (“Bryn Mawr”) and the “Company” under the Indenture ( |
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| February 28, 2023 |
Subsidiaries of the Registrant EXHIBIT 21 Parent Company Subsidiary Percent State or Other Jurisdiction of Incorporation WSFS Financial Corporation Wilmington Savings Fund Society, Federal Savings Bank 100 % United States WSFS Wealth Management, LLC 100 Delaware WSFS Capital Management, LLC 100 Delaware Cypress Capital Management, LLC 100 Delaware The Bryn Mawr Trust Company of Delaware 100 Delaware WSFS SPE Services, LLC 100 Delaware 601 Perkasie, LLC 100 Delaware WSFS Capital Trust III 100 Delaware Royal Bancshares Capital Trust I 100 Delaware Royal Bancshares Capital Trust II 100 Delaware Wilmington Savings Fund Society, Federal Savings Bank Beneficial Equipment Finance Corporation 100 Pennsylvania 1832 Holdings, Inc. |
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| February 28, 2023 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 February 23, 2023 Date of Report (Date of Earliest Event Reported) WSFS Financial Corporation (Exact Name of Registrant as Specified in its Charter) Delaware 001-35638 22-2866913 (State or Other Jurisdiction of incorporation) (SEC Co |
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| February 10, 2023 |
1 WSFS Financial Corporation 4Q 2022 Investor Update February 2023 Exhibit 99.1 2 Forward Looking Statements & Non-GAAP Forward Looking Statements: This presentation contains estimates, predictions, opinions, projections and other "forward-looking statements" as that phrase is defined in the Private Securities Litigation Reform Act of 1995. Such statements include, without limitation, references t |
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| February 10, 2023 |
SC 13G/A 1 SEC13GFiling.htm SEC SCHEDULE 13G UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G Under the Securities Exchange Act of 1934 (Amendment No. 3 )* WSFS Financial Corp (Name of Issuer) Common Stock (Title of Class of Securities) 929328102 (CUSIP Number) December 30, 2022 (Date of Event Which Requires Filing of this Statement) Check the appropriate box to |
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| February 10, 2023 |
Regulation FD Disclosure, Financial Statements and Exhibits UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 February 10, 2023 Date of Report (Date of Earliest Event Reported) WSFS Financial Corporation (Exact Name of Registrant as Specified in its Charter) Delaware 001-35638 22-2866913 (State or Other Jurisdiction of incorporation) (SEC Co |
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| February 9, 2023 |
WSFS / WSFS Financial Corporation / VANGUARD GROUP INC - SCHEDULE 13G/A Passive Investment SC 13G/A 1 tv02274-wsfsfinancialcorp.htm SCHEDULE 13G/A SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Schedule 13G Under the Securities Exchange Act of 1934 (Amendment No.: 4)* Name of issuer: WSFS Financial Corp. Title of Class of Securities: Common Stock CUSIP Number: 929328102 Date of Event Which Requires Filing of this Statement: December 30, 2022 Check the appropriate box to desig |
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| January 27, 2023 |
Financial Statements and Exhibits, Results of Operations and Financial Condition UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K/A (Amendment No. 1) CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 January 26, 2023 Date of Report (Date of Earliest Event Reported) WSFS Financial Corporation (Exact Name of Registrant as Specified in its Charter) Delaware 001-35638 22-2866913 (State or Other Jurisdiction of inc |
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| January 27, 2023 |
1 WSFS Financial Corporation 4Q 2022 Earnings Release Supplement January 2023 Exhibit 99. |
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| January 27, 2023 |
WSFS Bank Center WSFS Bank Place 1 500 Delaware Avenue, 1818 Market St, Wilmington, Delaware 19801 Philadelphia, PA 19103 EXHIBIT 99. |
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| January 26, 2023 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 January 26, 2023 Date of Report (Date of Earliest Event Reported) WSFS Financial Corporation (Exact Name of Registrant as Specified in its Charter) Delaware 001-35638 22-2866913 (State or Other Jurisdiction of incorporation) (SEC Com |
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| January 26, 2023 |
WSFS Bank Center WSFS Bank Place 1 500 Delaware Avenue, 1818 Market St, Wilmington, Delaware 19801 Philadelphia, PA 19103 EXHIBIT 99. |
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| January 26, 2023 |
1 Exhibit 99.2 4Q 2022 Earnings Release Supplement January 2023 WSFS Financial Corporation 2 Forward Looking Statements & Non-GAAP Forward Looking Statements: This presentation contains estimates, predictions, opinions, projections and other "forward-looking statements" as that phrase is defined in the Private Securities Litigation Reform Act of 1995. Such statements include, without limitation, r |
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| November 4, 2022 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended September 30, 2022 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number 001-35638 WSFS F |
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| October 27, 2022 |
1 WSFS Financial Corporation 3Q 2022 Investor Update October 2022 2 Forward Looking Statements & Non-GAAP Forward Looking Statements: This presentation contains estimates, predictions, opinions, projections and other "forward-looking statements" as that phrase is defined in the Private Securities Litigation Reform Act of 1995. |
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| October 27, 2022 |
Regulation FD Disclosure, Financial Statements and Exhibits UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 October 27, 2022 Date of Report (Date of Earliest Event Reported) WSFS Financial Corporation (Exact Name of Registrant as Specified in its Charter) Delaware 001-35638 22-2866913 (State or Other Jurisdiction of incorporation) (SEC Com |
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| October 25, 2022 |
WSFS Bank Center WSFS Bank Place 1 500 Delaware Avenue, 1818 Market St, Wilmington, Delaware 19801 Philadelphia, PA 19103 EXHIBIT 99. |
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| October 25, 2022 |
Financial Statements and Exhibits, Results of Operations and Financial Condition UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K/A (Amendment No. 1) CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 October 24, 2022 Date of Report (Date of Earliest Event Reported) WSFS Financial Corporation (Exact Name of Registrant as Specified in its Charter) Delaware 001-35638 22-2866913 (State or Other Jurisdiction of inc |
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| October 24, 2022 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 October 24, 2022 Date of Report (Date of Earliest Event Reported) WSFS Financial Corporation (Exact Name of Registrant as Specified in its Charter) Delaware 001-35638 22-2866913 (State or Other Jurisdiction of incorporation) (SEC Com |
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| October 24, 2022 |
1 WSFS Financial Corporation 3Q 2022 Earnings Release Supplement October 2022 2 Forward Looking Statements & Non-GAAP Forward Looking Statements: This presentation contains estimates, predictions, opinions, projections and other "forward-looking statements" as that phrase is defined in the Private Securities Litigation Reform Act of 1995. |
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| October 24, 2022 |
WSFS Bank Center WSFS Bank Place 1 500 Delaware Avenue, 1818 Market St, Wilmington, Delaware 19801 Philadelphia, PA 19103 EXHIBIT 99. |
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| October 14, 2022 |
WSFS Bank Center 500 Delaware Avenue, Wilmington, Delaware 19801 FOR IMMEDIATE RELEASE Media Contact: Rebecca Acevedo (215) 253-5566 October 14, 2022 racevedo@wsfsbank. |
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| October 14, 2022 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 October 12, 2022 Date of Report (Date of Earliest Event Reported) WSFS Financial Corporation (Exact Name of Registrant as Specified in its Charter) Delaware 001-35638 22-2866913 (State or Other Jurisdiction of Incorporation) (SEC Com |
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| August 18, 2022 |
1 WSFS Financial Corporation 2Q 2022 Investor Update August 2022 Exhibit 99.1 2 Forward Looking Statements & Non-GAAP Forward Looking Statements: This presentation contains estimates, predictions, opinions, projections and other "forward-looking statements" as that phrase is defined in the Private Securities Litigation Reform Act of 1995. Such statements include, without limitation, references to |
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| August 18, 2022 |
Regulation FD Disclosure, Financial Statements and Exhibits UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 August 18, 2022 Date of Report (Date of Earliest Event Reported) WSFS Financial Corporation (Exact Name of Registrant as Specified in its Charter) Delaware 001-35638 22-2866913 (State or Other Jurisdiction of incorporation) (SEC Comm |
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| August 4, 2022 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended June 30, 2022 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number 001-35638 WSFS FINANC |
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| July 25, 2022 |
1 WSFS Financial Corporation 2Q 2022 Earnings Release Supplement July 2022 Exhibit 99. |
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| July 25, 2022 |
WSFS Bank Center WSFS Bank Place 1 500 Delaware Avenue, 1818 Market St, Wilmington, Delaware 19801 Philadelphia, PA 19103 EXHIBIT 99. |
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| July 25, 2022 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 July 25, 2022 Date of Report (Date of Earliest Event Reported) WSFS Financial Corporation (Exact Name of Registrant as Specified in its Charter) Delaware 001-35638 22-2866913 (State or Other Jurisdiction of incorporation) (SEC Commis |
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| June 28, 2022 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 11-K FOR ANNUAL REPORTS OF EMPLOYEE STOCK PURCHASE, SAVINGS AND SIMILAR PLANS PURSUANT TO SECTION 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 (Mark One) {X} ANNUAL REPORT PURSUANT TO SECTION 15(d) OF THE SECURITIES AND EXCHANGE ACT OF 1934 For the fiscal year ended December 31, 2021 OR { } TRANSITION REPORT PURSUANT TO S |
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| May 16, 2022 |
Submission of Matters to a Vote of Security Holders UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 May 11, 2022 Date of Report (Date of Earliest Event Reported) WSFS Financial Corporation (Exact Name of Registrant as Specified in its Charter) Delaware 001-35638 22-2866913 (State or Other Jurisdiction of incorporation) (SEC Commiss |
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| May 10, 2022 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark One) ? QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended March 31, 2022 OR ? TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number 001-35638 WSFS FINAN |
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| May 3, 2022 |
Regulation FD Disclosure, Financial Statements and Exhibits UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 May 3, 2022 Date of Report (Date of Earliest Event Reported) WSFS Financial Corporation (Exact Name of Registrant as Specified in its Charter) Delaware 001-35638 22-2866913 (State or Other Jurisdiction of incorporation) (SEC Commissi |
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| May 3, 2022 |
1 WSFS Financial Corporation 1Q 2022 Investor Update May 2022 Exhibit 99.1 2 Forward Looking Statements & Non-GAAP Forward Looking Statements: This presentation contains estimates, predictions, opinions, projections and other "forward-looking statements" as that phrase is defined in the Private Securities Litigation Reform Act of 1995. Such statements include, without limitation, references to the |
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| April 21, 2022 |
1 WSFS Financial Corporation 1Q 2022 Earnings Release Supplement April 2022 Exhibit 99. |
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| April 21, 2022 |
WSFS Bank Center 1 500 Delaware Avenue, Wilmington, Delaware 19801 WSFS Bank Center 1 500 Delaware Avenue, Wilmington, Delaware 19801 EXHIBIT 99.1 FOR IMMEDIATE RELEASE Investor Relations Contact: Dominic C. Canuso (302) 571-6833; [email protected] April 21, 2022 Media Contact: Rebecca Acevedo (215) 253-5566; [email protected] WSFS REPORTS 1Q 2022 RESULTS; SUCCESSFUL CLOSE AND INTEGRATION OF BRYN MAWR TRUST INTO WSFS BANK; DIVERSIFIED DEPOSITS AND LOANS MI |
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| April 21, 2022 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 April 21, 2022 Date of Report (Date of Earliest Event Reported) WSFS Financial Corporation (Exact Name of Registrant as Specified in its Charter) Delaware 001-35638 22-2866913 (State or Other Jurisdiction of incorporation) (SEC Commi |
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| March 28, 2022 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 14A Proxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 1934 (Amendment No.) Filed by the Registrant x Filed by a Party other than the Registrant o Check the appropriate box: o Preliminary Proxy Statement o Confidential, for Use of the Commission Only (as permitted by Rule 14a-6(e)(2)) o Defini |
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| March 28, 2022 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 14A Proxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 1934 (Amendment No.) Filed by the Registrant x Filed by a Party other than the Registrant o Check the appropriate box: o Preliminary Proxy Statement o Confidential, for Use of the Commission Only (as permitted by Rule 14a-6(e)(2)) x Defini |
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| March 17, 2022 |
UNAUDITED PRO FORMA COMBINED CONDENSED FINANCIAL INFORMATION Exhibit 99.2 UNAUDITED PRO FORMA COMBINED CONDENSED FINANCIAL INFORMATION The following unaudited pro forma combined condensed financial statements are based on the separate historical financial statements of WSFS Financial Corporation, or WSFS, and Bryn Mawr Bank Corporation, or BMBC, and give effect to the mergers of (i) BMBC with and into WSFS, with WSFS continuing as the surviving corporation, |
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| March 17, 2022 |
Financial Statements and Exhibits, Completion of Acquisition or Disposition of Assets UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K/A CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 March 17, 2022 (January 1, 2022) Date of Report (Date of Earliest Event Reported) WSFS Financial Corporation (Exact Name of Registrant as Specified in its Charter) Delaware 001-35638 22-2866913 (State or Other Jurisdiction of incor |
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| March 3, 2022 |
WSFS Bank Center 500 Delaware Avenue, Wilmington, Delaware 19801 FOR IMMEDIATE RELEASE Media Contact: Rebecca Acevedo (215) 253-5566 March 3, 2022 racevedo@wsfsbank. |
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| March 3, 2022 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 March 3, 2022 Date of Report (Date of Earliest Event Reported) WSFS Financial Corporation (Exact Name of Registrant as Specified in its Charter) Delaware 001-35638 22-2866913 (State or Other Jurisdiction of Incorporation) (SEC Commis |
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| March 2, 2022 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 February 24, 2022 Date of Report (Date of Earliest Event Reported) WSFS Financial Corporation (Exact Name of Registrant as Specified in its Charter) Delaware 001-35638 22-2866913 (State or Other Jurisdiction of incorporation) (SEC Co |
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| March 1, 2022 |
Exhibit 4.10 This SECOND SUPPLEMENTAL INDENTURE (this ?Supplemental Indenture?), dated as of January 1, 2022 is among U.S. Bank National Association, a national banking association, as trustee (the ?Trustee?), WSFS Financial Corporation, a Delaware corporation (the ?Successor Company?), and Bryn Mawr Bank Corporation, a Pennsylvania corporation (?Bryn Mawr?) and the ?Company? under the Indenture ( |
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| March 1, 2022 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-K (Mark One) ? ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended December 31, 2021 OR ? TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission file number 001-35638 WSFS FINANCIAL |
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| March 1, 2022 |
Subsidiaries of the Registrant EXHIBIT 21 Parent Company Subsidiary Percent State or Other Jurisdiction of Incorporation WSFS Financial Corporation Wilmington Savings Fund Society, Federal Savings Bank 100 % United States WSFS Wealth Management, LLC 100 Delaware WSFS Capital Management, LLC 100 Delaware Cypress Capital Management, LLC 100 Delaware Christiana Trust Company of Delaware 100 Delaware WSFS SPE Services, LLC 100 Delaware WSFS Capital Trust III 100 Delaware Wilmington Savings Fund Society, Federal Savings Bank Beneficial Equipment Finance Corporation 100 Pennsylvania 1832 Holdings, Inc. |
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| March 1, 2022 |
Exhibit 4.15 SECOND SUPPLEMENTAL INDENTURE (Royal Bancshares Capital Trust I) THIS SECOND SUPPLEMENTAL INDENTURE, dated as of January 1, 2022 (the ?Effective Date?), is by and among The Bank of New York Mellon Trust Company, N.A. (herein, together with its successors in interest, the ?Trustee?), WSFS Financial Corporation, a Delaware corporation (the ?Successor Company?), and Bryn Mawr Bank Corpor |
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| March 1, 2022 |
Exhibit 4.17 SECOND SUPPLEMENTAL INDENTURE (Royal Bancshares Capital Trust II) THIS SECOND SUPPLEMENTAL INDENTURE, dated as of January 1, 2022 (the ?Effective Date?), is by and among The Bank of New York Mellon Trust Company, N.A. (herein, together with its successors in interest, the ?Trustee?), WSFS Financial Corporation, a Delaware corporation (the ?Successor Company?), and Bryn Mawr Bank Corpo |
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| March 1, 2022 |
Exhibit 4.6 This FIRST SUPPLEMENTAL INDENTURE (this ?Supplemental Indenture?), dated as of January 1, 2022, is among U.S. Bank National Association, a national banking association, as trustee (the ?Trustee?), WSFS Financial Corporation, a Delaware corporation (the ?Successor Company?), Bryn Mawr Bank Corporation, a Pennsylvania corporation (?Bryn Mawr?) and the ?Company? under the Indenture (defin |
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| February 10, 2022 |
WSFS / WSFS Financial Corporation / VANGUARD GROUP INC - SCHEDULE 13G/A Passive Investment SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Schedule 13G Under the Securities Exchange Act of 1934 (Amendment No.: 3)* Name of issuer: WSFS Financial Corp. Title of Class of Securities: Common Stock CUSIP Number: 929328102 Date of Event Which Requires Filing of this Statement: December 31, 2021 Check the appropriate box to designate the rule pursuant to which this Schedule is filed: |
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| February 8, 2022 |
SC 13G/A 1 SEC13GFiling.htm SEC SCHEDULE 13G UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G Under the Securities Exchange Act of 1934 (Amendment No. 2 )* WSFS Financial Corp (Name of Issuer) Common Stock (Title of Class of Securities) 929328102 (CUSIP Number) December 31, 2021 (Date of Event Which Requires Filing of this Statement) Check the appropriate box to |
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| February 1, 2022 |
As filed with the Securities and Exchange Commission on February 1, 2022 S-8 1 e22004wsfs-s8.htm As filed with the Securities and Exchange Commission on February 1, 2022 Registration No. 333- UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM S-8 REGISTRATION STATEMENT UNDER THE SECURITIES ACT OF 1933 WSFS Financial Corporation (Exact name of registrant as specified in charter) Delaware (State or other jurisdiction of incorporation or organiza |
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| February 1, 2022 |
Exhibit 107 CALCULATION OF REGISTRATION FEE Title of securities to be registered Amount to be registered(1) Proposed maximum offering price per share(2) Proposed maximum aggregate offering price(2) Amount of registration fee(3) Common Stock, $0. |
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| January 24, 2022 |
1 WSFS Financial Corporation 4Q 2021 Investor Update January 2022 Exhibit 99.2 2 Forward Looking Statements: This presentation contains estimates, predictions, opinions, projections and other "forward-looking statements" as that phrase is defined in the Private Securities Litigation Reform Act of 1995. Such statements include, without limitation, references to the Company's predictions or expectat |
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| January 24, 2022 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 January 24, 2022 Date of Report (Date of Earliest Event Reported) WSFS Financial Corporation (Exact Name of Registrant as Specified in its Charter) Delaware 001-35638 22-2866913 (State or Other Jurisdiction of incorporation) (SEC Com |
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| January 24, 2022 |
WSFS Bank Center 1 500 Delaware Avenue, Wilmington, Delaware 19801 WSFS Bank Center 1 500 Delaware Avenue, Wilmington, Delaware 19801 EXHIBIT 99.1 FOR IMMEDIATE RELEASE Investor Relations Contact: Dominic C. Canuso (302) 571-6833; [email protected] January 24, 2022 Media Contact: Rebecca Acevedo (215) 253-5566; [email protected] WSFS REPORTS 4Q 2021 EPS OF $1.18 AND ROA OF 1.45%; FULL-YEAR RECORD EARNINGS OF $271.4 MILLION AND ROA OF 1.82%; SUCCESSFULLY CL |
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| January 6, 2022 |
WSFS Bank Center 500 Delaware Avenue, Wilmington, Delaware 19801 EXHIBIT 99.1 FOR IMMEDIATE RELEASE Investor Contact: Dominic C. Canuso 302-571-6833 January 6, 2022 [email protected] Media Contact: Rebecca Acevedo 215-253-5566 [email protected] WSFS Reaches Litigation Settlement and Recovery of $15 Million, or $0.23 EPS WILMINGTON, Del. ? WSFS Financial Corporation (Nasdaq: WSFS), the paren |
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| January 6, 2022 |
Regulation FD Disclosure, Financial Statements and Exhibits UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 January 6, 2022 Date of Report (Date of Earliest Event Reported) WSFS Financial Corporation (Exact Name of Registrant as Specified in its Charter) Delaware 001-35638 22-2866913 (State or Other Jurisdiction of incorporation) (SEC Comm |
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| January 3, 2022 |
EX-10.1 2 e21568ex10-1.htm Exhibit 10.1 CONFIDENTIAL March 8, 2021 Francis J. Leto [Intentionally omitted] Dear Frank: As you are aware, Bryn Mawr Bank Corporation (“BMBC”), is entering into a merger agreement with WSFS Financial Corporation (the “Merger Agreement”), pursuant to which WSFS Financial Corporation will acquire BMBC and its wholly owned subsidiary, Bryn Mawr Bank (the “Transaction”). |
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| January 3, 2022 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, DC 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of report (Date of earliest event reported): December 27, 2021 WSFS FINANCIAL CORPORATION (Exact Name of Registrant as Specified in Charter) Delaware 001-35638 22-2866913 (State or Other Jurisdiction of Incorporation) (Commission File Number) (I. |
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| January 3, 2022 |
Exhibit 99.1 FOR IMMEDIATE RELEASE Investor Relations Contact: Dominic C. Canuso (302) 571-6833 January 3, 2022 [email protected] Media Contact: Rebecca Acevedo (215) 253-5566 [email protected] WSFS Financial Corporation Completes Acquisition of Bryn Mawr Bank Corporation and Welcomes Three New Board Members WILMINGTON, Del. ? WSFS Financial Corporation (Nasdaq: WSFS), the parent company of |
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| January 3, 2022 |
BRYN MAWR BANK CORPORATION AND SUBSIDIARIES Consolidated Balance Sheets - Unaudited Exhibit 99.3 ITEM 1. Financial Statements BRYN MAWR BANK CORPORATION AND SUBSIDIARIES Consolidated Balance Sheets - Unaudited (dollars in thousands) September 30, 2021 December 31, 2020 Assets Cash and due from banks $ 9,458 $ 11,287 Interest bearing deposits with banks 39,213 85,026 Cash and cash equivalents 48,671 96,313 Investment securities available for sale, at fair value (amortized cost of |
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| January 3, 2022 |
Report of Independent Registered Public Accounting Firm Exhibit 99.2 Report of Independent Registered Public Accounting Firm To the Shareholders and Board of Directors Bryn Mawr Bank Corporation: Opinion on the Consolidated Financial Statements We have audited the accompanying consolidated balance sheets of Bryn Mawr Bank Corporation and subsidiaries (the Company) as of December 31, 2020 and 2019, the related consolidated statements of income, comprehe |
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| December 20, 2021 |
Regulation FD Disclosure, Financial Statements and Exhibits UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 December 20, 2021 Date of Report (Date of Earliest Event Reported) WSFS Financial Corporation (Exact Name of Registrant as Specified in its Charter) Delaware 001-35638 22-2866913 (State or Other Jurisdiction of incorporation) (SEC Co |
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| December 20, 2021 |
EX-99.1 2 wsfsprvf-bmtregulatorya.htm EX-99.1 FOR IMMEDIATE RELEASE Investor Relations Contact: Dominic C. Canuso (302) 571-6833 December 20, 2021 [email protected] Media Contact: Rebecca Acevedo (215) 253-5566 [email protected] WSFS Financial Corporation Receives All Required Approvals to Acquire Bryn Mawr Bank Corporation Acquisition expected to close January 1, 2022 WILMINGTON, Del. and |
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| November 5, 2021 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark One) ? QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended September 30, 2021 OR ? TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number 001-35638 WSFS F |
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| October 21, 2021 |
WSFS Bank Center 1 500 Delaware Avenue, Wilmington, Delaware 19801 WSFS Bank Center 1 500 Delaware Avenue, Wilmington, Delaware 19801 EXHIBIT 99.1 FOR IMMEDIATE RELEASE Investor Relations Contact: Dominic C. Canuso (302) 571-6833; [email protected] October 21, 2021 Media Contact: Rebecca Acevedo (215) 253-5566; [email protected] WSFS REPORTS 3Q 2021 EPS OF $1.14 AND ROA OF 1.43%; CONTINUED STRENGTH FROM DIVERSIFIED BUSINESS MODEL; $21.3 MILLION ACL RELEASE |
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| October 21, 2021 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 October 21, 2021 Date of Report (Date of Earliest Event Reported) WSFS Financial Corporation (Exact Name of Registrant as Specified in its Charter) Delaware 001-35638 22-2866913 (State or Other Jurisdiction of incorporation) (SEC Com |
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| October 21, 2021 |
1 WSFS Financial Corporation 3Q 2021 Investor Update October 2021 Exhibit 99.2 2 Forward Looking Statements: This presentation contains estimates, predictions, opinions, projections and other "forward-looking statements" as that phrase is defined in the Private Securities Litigation Reform Act of 1995. Such statements include, without limitation, references to the Company's predictions or expectat |
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| August 6, 2021 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark One) ? QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended June 30, 2021 OR ? TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number 001-35638 WSFS FINANC |
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| July 28, 2021 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 July 28, 2021 Date of Report (Date of Earliest Event Reported) WSFS Financial Corporation (Exact Name of Registrant as Specified in its Charter) Delaware 001-35638 22-2866913 (State or Other Jurisdiction of incorporation) (SEC Commis |
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| July 22, 2021 |
WSFS Bank Center 1 500 Delaware Avenue, Wilmington, Delaware 19801 WSFS Bank Center 1 500 Delaware Avenue, Wilmington, Delaware 19801 EXHIBIT 99.1 FOR IMMEDIATE RELEASE Investor Relations Contact: Dominic C. Canuso (302) 571-6833; [email protected] July 22, 2021 Media Contact: Rebecca Acevedo (215) 253-5566; [email protected] WSFS REPORTS 2Q 2021 EPS OF $2.01 AND ROA OF 2.60%; RESULTS REFLECT STRENGTH OF DIVERSIFIED BUSINESS MODEL; $67.6 MILLION ACL RELEAS |
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| July 22, 2021 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 July 22, 2021 Date of Report (Date of Earliest Event Reported) WSFS Financial Corporation (Exact Name of Registrant as Specified in its Charter) Delaware 001-35638 22-2866913 (State or Other Jurisdiction of incorporation) (SEC Commis |
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| July 22, 2021 |
1 WSFS Financial Corporation 2Q 2021 Investor Update July 2021 Exhibit 99.2 2 Forward Looking Statements: This presentation contains estimates, predictions, opinions, projections and other "forward-looking statements" as that phrase is defined in the Private Securities Litigation Reform Act of 1995. Such statements include, without limitation, references to the Company's predictions or expectation |
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| June 25, 2021 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 11-K FOR ANNUAL REPORTS OF EMPLOYEE STOCK PURCHASE, SAVINGS AND SIMILAR PLANS PURSUANT TO SECTION 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 (Mark One) {X} ANNUAL REPORT PURSUANT TO SECTION 15(d) OF THE SECURITIES AND EXCHANGE ACT OF 1934 For the fiscal year ended December 31, 2020 OR { } TRANSITION REPORT PURSUANT TO S |
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| June 11, 2021 |
Financial Statements and Exhibits, Other Events, Submission of Matters to a Vote of Security Holders UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 June 10, 2021 Date of Report (Date of earliest event reported) WSFS Financial Corporation (Exact name of registrant as specified in its charter) Delaware 001-35638 22-2866913 (State or other jurisdiction of incorporation) (SEC Commis |
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| June 11, 2021 |
FOR IMMEDIATE RELEASE Investor Relations Contact: Dominic C. Canuso (302) 571-6833 June 10, 2021 [email protected] Media Contact: Rebecca Acevedo (215) 253-5566 [email protected] WSFS and BMTC Receive Stockholder Approval to Combine WILMINGTON, Del. and BRYN MAWR, Pa. ? WSFS Financial Corporation (NASDAQ: WSFS) and Bryn Mawr Bank Corporation (NASDAQ: BMTC), jointly announced today that thei |
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| June 3, 2021 |
Filed by WSFS Financial Corporation Filed by WSFS Financial Corporation pursuant to Rule 425 under the Securities Act of 1933, as amended, and deemed filed pursuant to Rule 14a-12 under the Securities Exchange Act of 1934, as amended Subject Company: Bryn Mawr Bank Corporation Commission File Number: 001-35746 June 3, 2021 Keeping You In the Loop As some of you may be aware, the combination of our companies requires several regulatory approvals in addition to the approvals of WSFS and BMTC shareholders. |
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| May 27, 2021 |
Filed by WSFS Financial Corporation Filed by WSFS Financial Corporation pursuant to Rule 425 under the Securities Act of 1933, as amended, and deemed filed pursuant to Rule 14a-12 under the Securities Exchange Act of 1934, as amended Subject Company: Bryn Mawr Bank Corporation Commission File Number: 001-35746 May 27, 2021 Keeping You in the Loop As we have shared in the past, it is our expectation that pending shareholder and regulatory approvals, we anticipate legal close occurring early in the fourth quarter. |
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| May 21, 2021 |
As filed with the Securities and Exchange Commission on May 21, 2021 As filed with the Securities and Exchange Commission on May 21, 2021 Registration No. |
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| May 20, 2021 |
Filed by WSFS Financial Corporation Filed by WSFS Financial Corporation pursuant to Rule 425 under the Securities Act of 1933, as amended, and deemed filed pursuant to Rule 14a-12 under the Securities Exchange Act of 1934, as amended Subject Company: Bryn Mawr Bank Corporation Commission File Number: 001-35746 May 20, 2021 Keeping You In the Loop Last week, stockholders of WSFS Financial Corporation (WSFS) and Bryn Mawr Bank Corporation (BMTC) received the notice of a special meeting and joint proxy statement/prospectus. |
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| May 10, 2021 |
Submission of Matters to a Vote of Security Holders UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 May 6, 2021 Date of Report (Date of earliest event reported) WSFS Financial Corporation (Exact name of registrant as specified in its charter) Delaware 001-35638 22-2866913 (State or other jurisdiction of incorporation) (SEC Commissi |
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| May 7, 2021 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark One) ? QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended March 31, 2021 OR ? TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number 001-35638 WSFS FINAN |
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| May 6, 2021 |
Filed by WSFS Financial Corporation pursuant to Rule 425 under the Securities Act of 1933, as amended, and deemed filed pursuant to Rule 14a-12 under the Securities Exchange Act of 1934, as amended Subject Company: Bryn Mawr Bank Corporation Commission File Number: 001-35746 May 6, 2021 Keeping You in the Loop As we have previously shared, we anticipate the legal combination of our companies will take place in early fourth quarter of this year and conversion would take place in early 2022 following stockholder and regulatory approval. |
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| May 6, 2021 |
PROPOSED MERGER—YOUR VOTE IS VERY IMPORTANT Filed Pursuant to Rule 424(b)(3) Registration Statement No. 333-255329 PROPOSED MERGER?YOUR VOTE IS VERY IMPORTANT Dear Stockholders of WSFS Financial Corporation and Bryn Mawr Bank Corporation: On March 9, 2021, WSFS Financial Corporation, which we refer to as WSFS, a Delaware corporation and the parent holding company of Wilmington Savings Fund Society, FSB, a federal savings bank and wholly own |
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| May 4, 2021 |
Form of proxy to be mailed to stockholders of WSFS Financial Corporation Exhibit 99.6 This Proxy is Solicited on Behalf of the Board of Directors WSFS FINANCIAL CORPORATION For the Special Meeting of Stockholders June 10, 2021 THE BOARD OF DIRECTORS RECOMMENDS A VOTE FOR ALL ITEMS LISTED BELOW: The undersigned hereby appoints Rodger Levenson and Dominic C. Canuso, or either of them, with full power of substitution, to act as attorney and proxies for the undersigned and |
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| May 4, 2021 |
Consent of Keefe, Bruyette & Woods, Inc. EX-99.3 8 e21309ex99-3.htm Exhibit 99.3 CONSENT OF KEEFE, BRUYETTE & WOODS, INC. We hereby consent to the inclusion of our opinion letter to the Board of Directors of Bryn Mawr Bank Corporation. (“Bryn Mawr”), as Annex C to the Joint Proxy Statement/Prospectus which forms a part of Amendment No. 1 to the Registration Statement on Form S-4 filed on the date hereof (the “Registration Statement”) rel |
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| May 4, 2021 |
As filed with the Securities and Exchange Commission on May 4, 2021 Registration No. |
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| May 4, 2021 |
WSFS Bank Center 500 Delaware Avenue Wilmington, DE 19801 Via EDGAR May 4, 2021 Securities and Exchange Commission Division of Corporation Finance 100 F Street, N. |
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| May 4, 2021 |
Consent of Piper Sandler & Co. EX-99.2 7 e21309ex99-2.htm Exhibit 99.2 1251 AVENUE OF THE AMERICAS, 6TH FLOOR NEW YORK, NY 10020 P 212 466-7800 | TF 800 635-6851 Piper Sandler & Co. Since 1895. Member SIPC and NYSE CONSENT OF PIPER SANDLER & CO. We hereby consent to the inclusion of our opinion letter to the Board of Directors of WSFS Financial Corporation (the “Company”) as an Annex to the Joint Proxy Statement/Prospectus rela |
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| May 4, 2021 |
Form of proxy to be mailed to shareholders of Bryn Mawr Bank Corporation Exhibit 99.5 ENDORSEMENTLINE SACKPACK000000000.000000 ext 000000000.000000 ext 000000000.000000 ext000000000.000000 ext 000000000.000000 ext 000000000.000000 extMR A SAMPLE DESIGNATION (IF ANY) ADD 1 ADD 2 ADD 3 ADD 4 ADD 5 ADD 6Using a black ink pen, mark your votes with an X as shown in this example. Please do not write outside the designated areas.Your vote matters ? here?s how to vote! You may |
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| April 22, 2021 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 April 22, 2021 Date of Report (Date of Earliest Event Reported) WSFS Financial Corporation (Exact Name of Registrant as Specified in its Charter) Delaware 001-35638 22-2866913 (State or Other Jurisdiction of incorporation) (SEC Commi |
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| April 22, 2021 |
WSFS Bank Center 1 500 Delaware Avenue, Wilmington, Delaware 19801 WSFS Bank Center 1 500 Delaware Avenue, Wilmington, Delaware 19801 EXHIBIT 99.1 FOR IMMEDIATE RELEASE Investor Relations Contact: Dominic C. Canuso (302) 571-6833; [email protected] April 22, 2021 Media Contact: Rebecca Acevedo (215) 253-5566; [email protected] WSFS REPORTS 1Q 2021 EPS OF $1.36 AND ROA OF 1.85%; RESULTS REFLECT DIVERSIFIED REVENUE AND IMPROVING CREDIT TRENDS; BOARD APPROVES |
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| April 22, 2021 |
1 WSFS Financial Corporation 1Q 2021 Investor Update April 2021 Exhibit 99.2 2 Forward Looking Statements: This presentation contains estimates, predictions, opinions, projections and other "forward-looking statements" as that phrase is defined in the Private Securities Litigation Reform Act of 1995. Such statements include, without limitation, references to the Company's predictions or expectatio |
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| April 19, 2021 |
Exhibit 99.4 CONSENT OF FRANCIS J. LETO April 19, 2021 Pursuant to Rule 438 promulgated under the Securities Act of 1933, as amended (the ?Securities Act?), I hereby consent to my being named in the Registration Statement on Form S-4 of WSFS Financial Corporation (?WSFS?) filed on the date hereof and all amendments thereto (the ?Registration Statement?), and any related prospectus filed pursuant t |
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| April 19, 2021 |
As filed with the Securities and Exchange Commission on April 19, 2021 Registration No. |
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| April 19, 2021 |
Consent of Keefe, Bruyette & Woods, Inc. EX-99.3 5 e21216ex99-3.htm Exhibit 99.3 CONSENT OF KEEFE, BRUYETTE & WOODS, INC. We hereby consent to the inclusion of our opinion letter to the Board of Directors of Bryn Mawr Bank Corporation. (“Bryn Mawr”), as Annex C to the Joint Proxy Statement/Prospectus which forms a part of the Registration Statement on Form S-4 filed on the date hereof (the “Registration Statement”) relating to the propos |
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| April 19, 2021 |
Consent of Piper Sandler & Co. Exhibit 99.2 1251 AVENUE OF THE AMERICAS, 6TH FLOOR NEW YORK, NY 10020 P 212 466-7800 | TF 800 635-6851 Piper Sandler & Co. Since 1895. Member SIPC and NYSE CONSENT OF PIPER SANDLER & CO. We hereby consent to the inclusion of our opinion letter to the Board of Directors of WSFS Financial Corporation (the “Company”) as an Annex to the Joint Proxy Statement/Prospectus relating to the proposed merger |
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| April 16, 2021 |
Filed by WSFS Financial Corporation pursuant to Rule 425 under the Securities Act of 1933, as amended, and deemed filed pursuant to Rule 14a-12 under the Securities Exchange Act of 1934, as amended Subject Company: Bryn Mawr Bank Corporation Commission File Number: 001-35746 Special Edition ? April 16, 2021 Keeping You In the Loop Today we will file our merger application with the Office of the Comptroller of the Currency (OCC) and the Federal Reserve Bank of Philadelphia. |
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| April 15, 2021 |
Filed by WSFS Financial Corporation pursuant to Rule 425 under the Securities Act of 1933, as amended, and deemed filed pursuant to Rule 14a-12 under the Securities Exchange Act of 1934, as amended Subject Company: Bryn Mawr Bank Corporation Commission File Number: 001-35746 Talking Points and FAQs for WSFS Customers and BMT Clients Regarding Banking Office Consolidations v These talking points and FAQs have been crafted to assist you with having conversations with your Clients if they have questions regarding the changes to the combined retail network. |
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| April 15, 2021 |
Filed by WSFS Financial Corporation pursuant to Rule 425 under the Securities Act of 1933, as amended, and deemed filed pursuant to Rule 14a-12 under the Securities Exchange Act of 1934, as amended Subject Company: Bryn Mawr Bank Corporation Commission File Number: 001-35746 PA: MONTGOMERY COUNTY CONSOLIDATE WSFS: Ardmore Miles BMT: Ardmore 0. |
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| April 15, 2021 |
Filed by WSFS Financial Corporation pursuant to Rule 425 under the Securities Act of 1933, as amended, and deemed filed pursuant to Rule 14a-12 under the Securities Exchange Act of 1934, as amended Subject Company: Bryn Mawr Bank Corporation Commission File Number: 001-35746 Retail Network Optimization Plan ? Internal Talking Points Transparency and Confidentiality ? Like many industries, technology has changed the way people do business. |
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| April 1, 2021 |
Filed by WSFS Financial Corporation pursuant to Rule 425 under the Securities Act of 1933, as amended, and deemed filed pursuant to Rule 14a-12 under the Securities Exchange Act of 1934, as amended Subject Company: Bryn Mawr Bank Corporation Commission File Number: 001-35746 Keeping you in the Loop Our teams have had ongoing conversations with our technology partners with a goal of finalizing a date for our anticipated bank system conversion. |
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| April 1, 2021 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 14A Proxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 1934 (Amendment No.) Filed by the Registrant x Filed by a Party other than the Registrant o Check the appropriate box: o Preliminary Proxy Statement o Confidential, for Use of the Commission Only (as permitted by Rule 14a-6(e)(2)) o Defini |
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| March 25, 2021 |
Filed by WSFS Financial Corporation pursuant to Rule 425 under the Securities Act of 1933, as amended, and deemed filed pursuant to Rule 14a-12 under the Securities Exchange Act of 1934, as amended Subject Company: Bryn Mawr Bank Corporation Commission File Number: 001-35746 Keeping you in the Loop As we?ve committed to you, we will do our best to be transparent and communicate updates and decisions as they occur. |
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| March 25, 2021 |
Filed by WSFS Financial Corporation pursuant to Rule 425 under the Securities Act of 1933, as amended, and deemed filed pursuant to Rule 14a-12 under the Securities Exchange Act of 1934, as amended Subject Company: Bryn Mawr Bank Corporation Commission File Number: 001-35746 Frequently Asked Questions Regarding the Combination of WSFS + BMT Updated as of: March 25, 2021 WSFS? Promise to BMT ? We will be transparent and communicate decisions as they are made. |
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| March 23, 2021 |
DEFA14A 1 e21178wsfs-defa14a.htm UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 14A Proxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 1934 (Amendment No.) Filed by the Registrant x Filed by a Party other than the Registrant o Check the appropriate box: o Preliminary Proxy Statement o Confidential, for Use of the Commission Only (as permit |
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| March 23, 2021 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 14A Proxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 1934 (Amendment No.) Filed by the Registrant x Filed by a Party other than the Registrant o Check the appropriate box: o Preliminary Proxy Statement o Confidential, for Use of the Commission Only (as permitted by Rule 14a-6(e)(2)) x Defini |
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| March 15, 2021 |
Filed by WSFS Financial Corporation pursuant to Rule 425 under the Securities Act of 1933, as amended, and deemed filed pursuant to Rule 14a-12 under the Securities Exchange Act of 1934, as amended Subject Company: Bryn Mawr Bank Corporation Commission File Number: 001-35746 INTRODUCTION AND WSFS? PROMISE EMAIL Hello BMT?ers ? Following Rodger?s email on Friday, I wanted to introduce myself. |
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| March 15, 2021 |
Filed by WSFS Financial Corporation pursuant to Rule 425 under the Securities Act of 1933, as amended, and deemed filed pursuant to Rule 14a-12 under the Securities Exchange Act of 1934, as amended Subject Company: Bryn Mawr Bank Corporation Commission File Number: 001-35746 WSFS Bank INTERNAL VIDEO TRANSCRIPT 03. |
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| March 11, 2021 |
Filed by WSFS Financial Corporation pursuant to Rule 425 under the Securities Act of 1933, as amended, and deemed filed pursuant to Rule 14a-12 under the Securities Exchange Act of 1934, as amended Subject Company: Bryn Mawr Bank Corporation Commission File Number: 001-35746 WSFS Financial Corporation [WSFS] Investor Relations Conference Call Re Combination with Bryn Mawr Bank Corporation [BMBC] W |
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| March 11, 2021 |
Filed by WSFS Financial Corporation pursuant to Rule 425 under the Securities Act of 1933, as amended, and deemed filed pursuant to Rule 14a-12 under the Securities Exchange Act of 1934, as amended Subject Company: Bryn Mawr Bank Corporation Commission File Number: 001-35746 FOR IMMEDIATE RELEASE Investor Relations Contact: Dominic C. |
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| March 10, 2021 |
Exhibit 99.2 FOR IMMEDIATE RELEASE Investor Relations and Media Contact: Dominic C. Canuso (302) 571-6833 March 10, 2021 [email protected] WSFS Financial Corporation to Combine with Bryn Mawr Bank Corporation, Solidifies Position as the Premier Bank and Wealth Management Franchise in the Greater Philadelphia and Delaware Region Combination accelerates delivery and talent transformations by prov |
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| March 10, 2021 |
425 1 e21111wsfs-8k.htm UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, DC 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of report (Date of earliest event reported): March 9, 2021 WSFS FINANCIAL CORPORATION (Exact Name of Registrant as Specified in Charter) Delaware 001-35638 22-2866913 (State or Other Jurisdiction of Incorpo |
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| March 10, 2021 |
Filed by WSFS Financial Corporation pursuant to Rule 425 under the Securities Act of 1933, as amended, and deemed filed pursuant to Rule 14a-12 under the Securities Exchange Act of 1934, as amended Subject Company: Bryn Mawr Bank Corporation Commission File Number: 001-35746 WSFS Bank INTERNAL VIDEO TRANSCRIPT 03. |
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| March 10, 2021 |
Filed by WSFS Financial Corporation pursuant to Rule 425 under the Securities Act of 1933, as amended, and deemed filed pursuant to Rule 14a-12 under the Securities Exchange Act of 1934, as amended Subject Company: Bryn Mawr Bank Corporation Commission File Number: 001-35746 WSFS Financial Corporation [WSFS] Investor Relations Conference Call Re Combination with Bryn Mawr Bank Corporation [BMBC] W |
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| March 10, 2021 |
Filed by WSFS Financial Corporation pursuant to Rule 425 under the Securities Act of 1933, as amended, and deemed filed pursuant to Rule 14a-12 under the Securities Exchange Act of 1934, as amended Subject Company: Bryn Mawr Bank Corporation Commission File Number: 001-35746 BMT INTERNAL VIDEO TRANSCRIPT 03. |
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| March 10, 2021 |
Exhibit 99.1 VOTING AGREEMENT This VOTING AGREEMENT, dated as of March [9], 2021 (this “Agreement”), by and among WSFS Financial Corporation (“WSFS”), a Delaware corporation, Bryn Mawr Bank Corporation (“Bryn Mawr”), a Pennsylvania corporation, and the undersigned shareholder [and director][and executive officer] (the “Shareholder”) of Bryn Mawr in the Shareholder’s capacity as a shareholder of Br |
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| March 10, 2021 |
425 1 e21126wsfs-425.htm Filed by WSFS Financial Corporation pursuant to Rule 425 under the Securities Act of 1933, as amended, and deemed filed pursuant to Rule 14a-12 under the Securities Exchange Act of 1934, as amended Subject Company: Bryn Mawr Bank Corporation Commission File Number: 001-35746 WSFS CUSTOMER EMAIL We are pleased to share that earlier today we announced that Bryn Mawr Bank Cor |
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| March 10, 2021 |
• The Premier Bank and Wealth Management Franchise in the Mid - Atlantic Region • March 10, 2021 Exhibit 99.1 ? The Premier Bank and Wealth Management Franchise in the Mid - Atlantic Region ? March 10, 2021 2 2 Disclaimer Important Additional Information will be Filed with the SEC: This presentation does not constitute an offer to sell or the solicitation of an offer to buy any securities or a solicitatio n of any vote or approval with respect to the proposed acquisition by WSFS Financial Cor |
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| March 10, 2021 |
Filed by WSFS Financial Corporation pursuant to Rule 425 under the Securities Act of 1933, as amended, and deemed filed pursuant to Rule 14a-12 under the Securities Exchange Act of 1934, as amended Subject Company: Bryn Mawr Bank Corporation Commission File Number: 001-35746 BMT Talking Points and FAQs About Our Historic Partnership with WSFS Bank Why is BMT merging with WSFS? Our clients need and want to be served by an independent community-focused bank that has the size and scale to compete with the big players in our market. |
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| March 10, 2021 |
Filed by WSFS Financial Corporation pursuant to Rule 425 under the Securities Act of 1933, as amended, and deemed filed pursuant to Rule 14a-12 under the Securities Exchange Act of 1934, as amended Subject Company: Bryn Mawr Bank Corporation Commission File Number: 001-35746 BMT INSURANCE CLIENT EMAIL We are pleased to share that earlier today we announced that Bryn Mawr Bank Corporation has agreed to combine with WSFS Financial to create the premier, locally headquartered financial services company in the Greater Philadelphia and Delaware region. |
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| March 10, 2021 |
Filed by WSFS Financial Corporation pursuant to Rule 425 under the Securities Act of 1933, as amended, and deemed filed pursuant to Rule 14a-12 under the Securities Exchange Act of 1934, as amended Subject Company: Bryn Mawr Bank Corporation Commission File Number: 001-35746 BMT CUSTOMER EMAIL We are pleased to share that earlier today we announced that Bryn Mawr Bank Corporation has agreed to combine with WSFS Financial to create the premier, locally headquartered bank and wealth management franchise in the Greater Philadelphia and Delaware region. |
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| March 10, 2021 |
Exhibit 2.1 AGREEMENT AND PLAN OF MERGER BY AND BETWEEN WSFS FINANCIAL CORPORATION AND BRYN MAWR BANK CORPORATION Dated as of March 9, 2021 TABLE OF CONTENTS ARTICLE 1 TRANSACTIONS AND TERMS OF MERGER 2 1.1. Merger. 2 1.2 Time and Place of Closing. 2 1.3. Effective Time. 2 1.4. Charter. 2 1.5. Bylaws. 2 1.6. Directors and Officers. 3 1.7. Bank Merger. 3 ARTICLE 2 MANNER OF CONVERTING SHARES 3 2.1. |
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| March 10, 2021 |
Exhibit 99.2 FOR IMMEDIATE RELEASE Investor Relations and Media Contact: Dominic C. Canuso (302) 571-6833 March 10, 2021 [email protected] WSFS Financial Corporation to Combine with Bryn Mawr Bank Corporation, Solidifies Position as the Premier Bank and Wealth Management Franchise in the Greater Philadelphia and Delaware Region Combination accelerates delivery and talent transformations by prov |
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| March 10, 2021 |
Regulation FD Disclosure, Financial Statements and Exhibits, Other Events UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, DC 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of report (Date of earliest event reported): March 10, 2021 WSFS FINANCIAL CORPORATION (Exact Name of Registrant as Specified in Charter) Delaware 001-35638 22-2866913 (State or Other Jurisdiction of Incorporation) (Commission File Number) (I. |
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| March 10, 2021 |
Filed by WSFS Financial Corporation pursuant to Rule 425 under the Securities Act of 1933, as amended, and deemed filed pursuant to Rule 14a-12 under the Securities Exchange Act of 1934, as amended Subject Company: Bryn Mawr Bank Corporation Commission File Number: 001-35746 WSFS Talking Points and FAQs About Our Historic Partnership with BMT WSFS and BMT are much alike and in many ways complement each other. |
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| March 10, 2021 |
• The Premier Bank and Wealth Management Franchise in the Mid - Atlantic Region • March 10, 2021 Exhibit 99.1 ? The Premier Bank and Wealth Management Franchise in the Mid - Atlantic Region ? March 10, 2021 2 2 Disclaimer Important Additional Information will be Filed with the SEC: This presentation does not constitute an offer to sell or the solicitation of an offer to buy any securities or a solicitatio n of any vote or approval with respect to the proposed acquisition by WSFS Financial Cor |
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| March 10, 2021 |
Exhibit 2.1 AGREEMENT AND PLAN OF MERGER BY AND BETWEEN WSFS FINANCIAL CORPORATION AND BRYN MAWR BANK CORPORATION Dated as of March 9, 2021 TABLE OF CONTENTS ARTICLE 1 TRANSACTIONS AND TERMS OF MERGER 2 1.1. Merger. 2 1.2 Time and Place of Closing. 2 1.3. Effective Time. 2 1.4. Charter. 2 1.5. Bylaws. 2 1.6. Directors and Officers. 3 1.7. Bank Merger. 3 ARTICLE 2 MANNER OF CONVERTING SHARES 3 2.1. |
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| March 10, 2021 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, DC 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of report (Date of earliest event reported): March 10, 2021 WSFS FINANCIAL CORPORATION (Exact Name of Registrant as Specified in Charter) Delaware 001-35638 22-2866913 (State or Other Jurisdiction of Incorporation) (Commission File Number) (I. |
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| March 10, 2021 |
Filed by WSFS Financial Corporation pursuant to Rule 425 under the Securities Act of 1933, as amended, and deemed filed pursuant to Rule 14a-12 under the Securities Exchange Act of 1934, as amended Subject Company: Bryn Mawr Bank Corporation Commission File Number: 001-35746 BMT WEALTH CUSTOMER EMAIL We are pleased to share that earlier today we announced that Bryn Mawr Bank Corporation has agreed to combine with WSFS Financial to create the premier, locally headquartered bank and wealth management franchise in the Greater Philadelphia and Delaware region. |
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| March 10, 2021 |
Filed by WSFS Financial Corporation pursuant to Rule 425 under the Securities Act of 1933, as amended, and deemed filed pursuant to Rule 14a-12 under the Securities Exchange Act of 1934, as amended Subject Company: Bryn Mawr Bank Corporation Commission File Number: 001-35746 Talking Points and FAQs About Our Historic Partnership Combining Our Wealth Businesses Brings Additional Capabilities and Scale ? We are excited to create a premier wealth management company in the region. |
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| March 10, 2021 |
Entry into a Material Definitive Agreement, Financial Statements and Exhibits UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, DC 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of report (Date of earliest event reported): March 9, 2021 WSFS FINANCIAL CORPORATION (Exact Name of Registrant as Specified in Charter) Delaware 001-35638 22-2866913 (State or Other Jurisdiction of Incorporation) (Commission File Number) (I. |
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| March 10, 2021 |
Exhibit 99.1 VOTING AGREEMENT This VOTING AGREEMENT, dated as of March [9], 2021 (this ?Agreement?), by and among WSFS Financial Corporation (?WSFS?), a Delaware corporation, Bryn Mawr Bank Corporation (?Bryn Mawr?), a Pennsylvania corporation, and the undersigned shareholder [and director][and executive officer] (the ?Shareholder?) of Bryn Mawr in the Shareholder?s capacity as a shareholder of Br |
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| March 10, 2021 |
SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Schedule 13G Under the Securities Exchange Act of 1934 (Amendment No.: 2)* Name of issuer: WSFS Financial Corp. Title of Class of Securities: Common Stock CUSIP Number: 929328102 Date of Event Which Requires Filing of this Statement: February 26, 2021 Check the appropriate box to designate the rule pursuant to which this Schedule is filed: |
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| March 1, 2021 |
Subsidiaries of the Registrant EXHIBIT 21 Parent Company Subsidiary Percent State or Other Jurisdiction of Incorporation WSFS Financial Corporation Wilmington Savings Fund Society, Federal Savings Bank 100 % United States WSFS Wealth Management, LLC 100 Delaware WSFS Capital Management, LLC 100 Delaware Cypress Capital Management, LLC 100 Delaware Christiana Trust Company of Delaware 100 Delaware WSFS SPE Services, LLC 100 Delaware WSFS Capital Trust III 100 Delaware Wilmington Savings Fund Society, Federal Savings Bank Beneficial Equipment Finance Corporation 100 Pennsylvania WSFS Investment Group, Inc 100 Delaware 1832 Holdings, Inc. |
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| March 1, 2021 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-K (Mark One) ☒ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended December 31, 2020 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission file number 001-35638 WSFS FINANCIAL |
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| March 1, 2021 |
Organizational Functional Area: Human Capital Policy For: Executive Severance Policy, WSFS Chief Executive Officer Executive Vice Presidents Board Approved: December 2020 Last Revision Date: December 2020 Department/Individual Responsible for Executive Vice President, Maintaining/Updating Policy: Chief Human Capital Officer I. |
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| February 16, 2021 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G Under the Securities Exchange Act of 1934 (Amendment No. 1 )* WSFS Financial Corp (Name of Issuer) Common Stock (Title of Class of Securities) 929328102 (CUSIP Number) December 31, 2020 (Date of Event Which Requires Filing of this Statement) Check the appropriate box to designate the rule pursuant to which this Sc |
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| February 10, 2021 |
SC 13G/A 1 tv02189-wsfsfinancialcorp.htm SCHEDULE 13G/A SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Schedule 13G Under the Securities Exchange Act of 1934 (Amendment No.: 1)* Name of issuer: WSFS Financial Corp. Title of Class of Securities: Common Stock CUSIP Number: 929328102 Date of Event Which Requires Filing of this Statement: December 31, 2020 Check the appropriate box to desig |
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| February 2, 2021 |
EX-99.1 2 a4qearningsdeck2221final.htm EX-99.1 1 WSFS Financial Corporation 4Q 2020 Investor Update February 2021 Exhibit 99.1 2 Forward Looking Statements: This presentation contains estimates, predictions, opinions, projections and other "forward-looking statements" as that phrase is defined in the Private Securities Litigation Reform Act of 1995. Such statements include, without limitation, ref |
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| February 2, 2021 |
Regulation FD Disclosure, Financial Statements and Exhibits UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 February 2, 2021 Date of Report (Date of earliest event reported) WSFS Financial Corporation (Exact name of registrant as specified in its charter) Delaware 001-35638 22-2866913 (State or other jurisdiction of incorporation) (SEC Com |
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| January 25, 2021 |
Financial Statements and Exhibits, Results of Operations and Financial Condition UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 January 25, 2021 Date of Report (Date of Earliest Event Reported) WSFS Financial Corporation (Exact Name of Registrant as Specified in its Charter) Delaware 001-35638 22-2866913 (State or Other Jurisdiction of incorporation) (SEC Com |
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| January 25, 2021 |
exhibit9924q20supplement 1 WSFS Financial Corporation 4Q 2020 Earnings Supplement1 January 25, 2021 1 4Q 2020 Earnings Release Supplement is for the purpose and use in conjunction with our Earnings Release furnished as Exhibit 99. |
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| January 25, 2021 |
WSFS Bank Center 1 500 Delaware Avenue, Wilmington, Delaware 19801 WSFS Bank Center 1 500 Delaware Avenue, Wilmington, Delaware 19801 EXHIBIT 99.1 FOR IMMEDIATE RELEASE Investor Relations Contact: Dominic C. Canuso (302) 571-6833; [email protected] January 25, 2021 Media Contact: Rebecca Acevedo (215) 253-5566; [email protected] WSFS REPORTS 4Q 2020 EPS OF $1.20 AND ROA OF 1.73% RESULTS DRIVEN BY 3.93% NIM AND DIVERSIFIED FEE INCOME REPURCHASED 6% OF SHARE |
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| December 15, 2020 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, DC 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 December 10, 2020 Date of Report (Date of Earliest Event Reported) WSFS FINANCIAL CORPORATION (Exact Name of Registrant as Specified in Charter) Delaware 001-35638 22-2866913 (State or Other Jurisdiction of Incorporation) (Commission File Number) (I. |
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| December 8, 2020 |
Exhibit 1.1 Execution Version $150,000,000 WSFS Financial Corporation 2.75% Fixed-to-Floating Rate Senior Notes due 2030 UNDERWRITING AGREEMENT December 3, 2020 Piper Sandler & Co., as Representative of the Underwriters named in Schedule I hereto, 1251 Avenue of the Americas, 6th Floor, New York, New York 10020 Ladies and Gentlemen: WSFS FINANCIAL CORPORATION, a Delaware corporation (the “Company” |
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| December 8, 2020 |
Financial Statements and Exhibits, Other Events - UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, DC 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of report (Date of earliest event reported): December 3, 2020 WSFS FINANCIAL CORPORATION (Exact Name of Registrant as Specified in Charter) Delaware 001-35638 22-2866913 (State or Other Jurisdiction of Incorporation) (Commission File Number) (I. |
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| December 8, 2020 |
Exhibit 4.2 Execution Version WSFS FINANCIAL CORPORATION, Company and U.S. BANK NATIONAL ASSOCIATION, Trustee THIRD SUPPLEMENTAL INDENTURE DATED AS OF DECEMBER 8, 2020 TO INDENTURE DATED AS OF AUGUST 27, 2012 Relating To 2.75% Fixed-to-Floating Rate Senior Notes due 2030 1 TABLE OF CONTENTS Page ARTICLE 1. DEFINITIONS 3 ARTICLE 2. GENERAL TERMS AND CONDITIONS OF THE NOTES 9 2.01. Designation and P |
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| December 8, 2020 |
WSFS Financial Corporation Announces Pricing of Senior Notes Offering Exhibit 99.1 WSFS Financial Corporation Announces Pricing of Senior Notes Offering December 4, 2020 WILMINGTON, Del., Dec. 04, 2020 (GLOBE NEWSWIRE) - WSFS Financial Corporation (Nasdaq:WSFS), the parent company of WSFS Bank, today announced the pricing of its underwritten public offering of $150,000,000 million aggregate principal amount of Fixed-to-Floating Rate Senior Notes due 2030 (the “Notes |
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| December 4, 2020 |
CALCULATION OF REGISTRATION FEE Filed Pursuant to Rule 424(b)(5) Registration No. 333-235572 CALCULATION OF REGISTRATION FEE Title of Each Class of Securities to be Registered Amount to be Registered Maximum Offering Price per Unit Maximum Aggregate Offering Price Amount of Registration Fee(1) 2.75% Fixed-to-Floating Rate Senior Notes due 2030 $150,000,000 100% $150,000,000 $16,365.00 (1) The filing fee is calculated in accordan |
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| December 3, 2020 |
1 WSFS Financial Corporation Investor Presentation December 2020 Issuer Free Writing Prospectus Filed Pursuant to Rule 433 Dated December 3, 2020 Registration No. |
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| December 3, 2020 |
WSFS Financial Corporation 2.75% Fixed-to-Floating Rate Senior Notes due 2030 (the “Notes”) Issuer Free Writing Prospectus Filed Pursuant to Rule 433 Dated December 3, 2020 Registration No. |
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| December 3, 2020 |
Subject to Completion Preliminary Prospectus Supplement, dated December 3, 2020. Filed Pursuant to Rule 424(b)(5) Registration No. 333-235572 This preliminary prospectus supplement relates to an effective registration statement under the Securities Act of 1933, as amended, but the information in this preliminary prospectus supplement is not complete and may be changed. This preliminary prospectus supplement and the accompanying prospectus are not an offer to sell these securit |
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| December 1, 2020 |
Regulation FD Disclosure, Financial Statements and Exhibits UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, DC 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of report (Date of earliest event reported): December 1, 2020 WSFS FINANCIAL CORPORATION (Exact Name of Registrant as Specified in Charter) Delaware 001-35638 22-2866913 (State or Other Jurisdiction of Incorporation) (Commission File Number) (I. |
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| December 1, 2020 |
1 WSFS Financial Corporation Investor Presentation December 2020 1 WSFS Financial Corporation Investor Presentation December 2020 2 Forward Looking Statements : This presentation contains estimates, predictions, opinions, projections and other "forward - looking statements" as that phrase is defined in the Private Securities Litigation Reform Act of 1995 . |
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| November 23, 2020 |
wsfspressrelease-nancyfo Exhibit 99.1 WSFS Bank Center 500 Delaware Avenue, Wilmington, Delaware 19801 FOR IMMEDIATE RELEASE Investor Relations Contact: Dominic C. Canuso (302) 571-6833 November 23, 2020 [email protected] Media Contact: Rebecca Acevedo (215) 253-5566 [email protected] WSFS Announces Nancy J. Foster Joins its Board of Directors WILMINGTON, Del. – WSFS Financial Corporation ( |
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| November 23, 2020 |
knabUNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 November 23, 2020 Date of Report (Date of Earliest Event Reported) WSFS Financial Corporation (Exact Name of Registrant as Specified in its Charter) Delaware 001-35638 22-2866913 (State or Other Jurisdiction of Incorporation) (SE |
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| November 4, 2020 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended September 30, 2020 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number 001-35638 WSFS F |
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| November 4, 2020 |
a3q20investorrelationsfi Exhibit 99.1 WSFS Financial Corporation 3Q 2020 Investor Update November 2020 1 Forward Looking Statements & Non-GAAP Forward Looking Statements: This presentation contains estimates, predictions, opinions, projections and other "forward-looking statements" as that phrase is defined in the Private Securities Litigation Reform Act of 1995. Such statements include, without l |
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| November 4, 2020 |
Regulation FD Disclosure, Financial Statements and Exhibits - 8-K UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 November 4, 2020 Date of Report (Date of earliest event reported) WSFS Financial Corporation (Exact name of registrant as specified in its charter) Delaware 001-35638 22-2866913 (State or other jurisdiction of incorporation) (SEC Com |
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| October 22, 2020 |
Financial Statements and Exhibits, Results of Operations and Financial Condition - 8-K UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 October 22, 2020 Date of Report (Date of Earliest Event Reported) WSFS Financial Corporation (Exact Name of Registrant as Specified in its Charter) Delaware 001-35638 22-2866913 (State or Other Jurisdiction of incorporation) (SEC Com |
