WSFS 最新10-Q变化

相对上期新增的文字 · 来源:10-Q · 2026-08-05

• ▪The segment also surpassed $100 billion of fiduciary assets.

• ◦The Company completed the sale of its credit card portfolio and entered into a partnership to issue WSFS-branded credit cards. This portfolio had an outstanding book balance of $36.3 million at time of sale and the transaction resulted in a $1.7 million gain on sale and a $1.3 million release of pr…

• ◦WSFS repurchased 923,948 shares of common stock under the Company's share repurchase plans at an average price of $71.69 per share, for an aggregate purchase price of approximately $66.2 million, and paid quarterly dividends of $10.4 million, for a total capital return of $76.6 million.

• ◦The Bank and the Company continue to be above well-capitalized across all measures of regulatory capital, with total common equity Tier 1 capital of 13.77% and 13.76%, respectively, and total risk-based capital of 14.94% and 15.47%, respectively.

• ◦Total deposits increased $1.4 billion, or 7.7%, compared to December 31, 2025, primarily due to growth in Trust and Commercial.

相对上期删除的文字 · 来源:10-Q · 2026-05-04

• ▪WSFS Institutional Services®, which consists of Corporate Trust and Global Capital Markets, grew 46%, and BMT-DE grew 27%

• ◦The Bank and the Company continue to be above well-capitalized across all measures of regulatory capital, with total common equity Tier 1 capital of 14.01% and 13.91%, respectively, and total risk-based capital of 15.21% and 15.66%, respectively.

• Total assets increased $792.8 million to $22.1 billion at March 31, 2026 compared to December 31, 2025. This increase is primarily comprised of the following:

• •Total cash and cash equivalents increased $772.4 million, primarily due to increases in deposits.

• ◦Investment securities available-for-sale increased $39.6 million, primarily due to purchases of $154.3 million, partially offset by repayments, maturities and calls of $102.6 million and decreased market values of $11.5 million.

相对上期新增的文字 · 来源:10-Q · 2026-08-05

• During the period covered by this Quarterly Report on Form 10-Q, no director or officer of the Company adopted, modified or terminated a "Rule 10b5-1 trading arrangement" or "non-Rule 10b5-1 trading arrangement," as each term is defined in Item 408(a) of Regulation S-K.

相对上期删除的文字 · 来源:10-Q · 2026-05-04

• During the period covered by this Quarterly Report on Form 10-Q, Rodger Levenson, Chairman, President and Chief Executive Officer the Company adopted a Rule 10b5-1 trading plan (the Plan) intended to comply with Rule 10b5-1(c) of the Securities and Exchange Act of 1934. The Plan was entered into in …

• During the period covered by this Quarterly Report on Form 10-Q, no other director or officer of the Company adopted, modified or terminated a "Rule 10b5-1 trading arrangement" or "non-Rule 10b5-1 trading arrangement," as each term is defined in Item 408(a) of Regulation S-K.