{"schema":"rootz.ai/filing-signals/v1","query":{"ticker":"WSFS","limit":50},"count":50,"signals":[{"ticker":"WSFS","company":"WSFS FINANCIAL CORP","exchange":"Nasdaq","sector":"National Commercial Banks","signal_type":"ai_adoption","strength":100,"match_count":21,"context":"| $ | 12,996,218 | 100.0 | % | | (1)Includes reverse mortgages, at fair value of $3.7 million and $3.6 million at December31, 2025 and 2024, respectively.(2)Includes home equity lines of credit, installment loans unsecured lines of credit and education loans.(3)Excludes $61.6 million and $49.7 million of commercial and industrial loans and residential loans held for sale at December31, 2025 and 2024,","filed_date":"2026-03-02","accession":"0000828944-26-000006","full_text":"https://origin.rootz.global/static/filing/0000828944-26-000006.html","verify":"Read the filing at the full_text URL and search for the context string to verify this signal."},{"ticker":"WSFS","company":"WSFS FINANCIAL CORP","exchange":"Nasdaq","sector":"National Commercial Banks","signal_type":"risk_factor","strength":100,"match_count":56,"context":"interest rate sensitivity simulation models depend upon a number of assumptions which may prove to be inaccurate. We may not be able to successfully manage our interest rate risk, which could have a material adverse impact on the fair market value of our assets and the results of our operations. Interest rate increases often result in larger payment requirements for our borrowers, which increase the potential for defau","filed_date":"2026-03-02","accession":"0000828944-26-000006","full_text":"https://origin.rootz.global/static/filing/0000828944-26-000006.html","verify":"Read the filing at the full_text URL and search for the context string to verify this signal."},{"ticker":"WSFS","company":"WSFS FINANCIAL CORP","exchange":"Nasdaq","sector":"National Commercial Banks","signal_type":"ai_adoption","strength":100,"match_count":21,"context":"| $ | 12,583,202 | 100.0 | % | | (1)Includes reverse mortgages, at fair value of $3.6 million and $2.8 million at December31, 2024 and 2023, respectively.(2)Includes home equity lines of credit, installment loans unsecured lines of credit and education loans.(3)Excludes $49.7 million and $29.3 million of commercial and industrial loans and residential loans held for sale at December31, 2024 and 2023,","filed_date":"2025-02-28","accession":"0001628280-25-008977","full_text":"https://origin.rootz.global/static/filing/0001628280-25-008977.html","verify":"Read the filing at the full_text URL and search for the context string to verify this signal."},{"ticker":"WSFS","company":"WSFS FINANCIAL CORP","exchange":"Nasdaq","sector":"National Commercial Banks","signal_type":"risk_factor","strength":100,"match_count":54,"context":"interest rate sensitivity simulation models depend upon a number of assumptions which may prove to be inaccurate. We may not be able to successfully manage our interest rate risk, which could have a material adverse impact on the fair market value of our assets and the results of our operations. Interest rate increases often result in larger payment requirements for our borrowers, which increase the potential for defau","filed_date":"2025-02-28","accession":"0001628280-25-008977","full_text":"https://origin.rootz.global/static/filing/0001628280-25-008977.html","verify":"Read the filing at the full_text URL and search for the context string to verify this signal."},{"ticker":"WSFS","company":"WSFS FINANCIAL CORP","exchange":"Nasdaq","sector":"National Commercial Banks","signal_type":"ai_adoption","strength":100,"match_count":20,"context":"| $ | 11,759,992 | 100.0 | % | | (1)Includes reverse mortgages, at fair value of $2.8 million and $2.4 million at December31, 2023 and 2022, respectively.(2)Includes home equity lines of credit, installment loans unsecured lines of credit and education loans.(3)Excludes $29.3 million and $43.0 million of commercial and industrial loans and residential loans held for sale at December31, 2023 and 2022,","filed_date":"2024-02-29","accession":"0001628280-24-007987","full_text":"https://origin.rootz.global/static/filing/0001628280-24-007987.html","verify":"Read the filing at the full_text URL and search for the context string to verify this signal."},{"ticker":"WSFS","company":"WSFS FINANCIAL CORP","exchange":"Nasdaq","sector":"National Commercial Banks","signal_type":"risk_factor","strength":100,"match_count":49,"context":"interest rate risk. In addition, increases in market interest rates and/or adverse changes in the local residential real estate market, the general economy or consumer confidence would likely have a significant adverse impact on our noninterest income, as a result of reduced demand for residential loans that we pre-sell. Interest rate increases often result in larger payment requirements for our borrowers, which increase","filed_date":"2024-02-29","accession":"0001628280-24-007987","full_text":"https://origin.rootz.global/static/filing/0001628280-24-007987.html","verify":"Read the filing at the full_text URL and search for the context string to verify this signal."},{"ticker":"WSFS","company":"WSFS FINANCIAL CORP","exchange":"Nasdaq","sector":"National Commercial Banks","signal_type":"strategic_event","strength":100,"match_count":14,"context":"d of Directors to serve for a three-year term. |  | | |  |  | | |  PROPOSAL 2 Advisory Vote on Executive Compensation. To approve, on an advisory (non-binding) basis, the compensation of the Companys named executive officers (NEOs). |  | | |  |  | | |  PROPOSAL 3 Advisory Vote on the Frequency of the Executive Compensation Vote. To approve, on an advisory (non-binding) basis, the frequency of stockholder advisory votes","filed_date":"2023-03-28","accession":"0001552781-23-000196","full_text":"https://origin.rootz.global/static/filing/0001552781-23-000196.html","verify":"Read the filing at the full_text URL and search for the context string to verify this signal."},{"ticker":"WSFS","company":"WSFS FINANCIAL CORP","exchange":"Nasdaq","sector":"National Commercial Banks","signal_type":"ai_adoption","strength":100,"match_count":20,"context":", 2022 and 2021, respectively.  (2)Includes reverse mortgages, at fair value of $2.4 million and $3.9 million at December31, 2022 and 2021, respectively. (3)Includes home equity lines of credit, installment loans unsecured lines of credit and education loans. (4)Excludes $43.0 million and $113.3 million of commercial and industrial loans and residential loans held for sale at December31, 2022 and 202","filed_date":"2023-02-28","accession":"0001628280-23-005573","full_text":"https://origin.rootz.global/static/filing/0001628280-23-005573.html","verify":"Read the filing at the full_text URL and search for the context string to verify this signal."},{"ticker":"WSFS","company":"WSFS FINANCIAL CORP","exchange":"Nasdaq","sector":"National Commercial Banks","signal_type":"risk_factor","strength":100,"match_count":14,"context":"interest rate risk. In addition, increases in market interest rates and/or adverse changes in the local residential real estate market, the general economy or consumer confidence would likely have a significant adverse impact on our noninterest income, as a result of reduced demand for residential loans that we pre-sell. Interest rate increases often result in larger payment requirements for our borrowers, which increase","filed_date":"2023-02-28","accession":"0001628280-23-005573","full_text":"https://origin.rootz.global/static/filing/0001628280-23-005573.html","verify":"Read the filing at the full_text URL and search for the context string to verify this signal."},{"ticker":"WSFS","company":"WSFS FINANCIAL CORP","exchange":"Nasdaq","sector":"National Commercial Banks","signal_type":"strategic_event","strength":100,"match_count":15,"context":"typically 120 days. The recourse is limited to a pro rata portion of the premium paid by the investor for that loan, less any prepayment penalty collectible from the borrower. There were two loans repurchased in 2022 for $0.8million, and no repurchases in 2021 and 2020. Consumer Lending The Company has focused on diversifying our consumer credit products to meet our Customers needs, with over 50% of the portfolio from","filed_date":"2023-02-28","accession":"0001628280-23-005573","full_text":"https://origin.rootz.global/static/filing/0001628280-23-005573.html","verify":"Read the filing at the full_text URL and search for the context string to verify this signal."},{"ticker":"WSFS","company":"WSFS FINANCIAL CORP","exchange":"Nasdaq","sector":"National Commercial Banks","signal_type":"strategic_event","strength":100,"match_count":17,"context":"of Directors to serve for a three-year term. |  | | |  |  | | |  PROPOSAL 2 Advisory Vote on Executive Compensation. To approve, on an advisory (non-binding) basis, the compensation of the Company's named executive officers (\"NEOs\"). |  | | |  |  | | |  PROPOSAL 3 Ratification of the Appointment of the Independent Registered Public Accounting Firm. To ratify the appointment of KPMG LLP as our independent registered pub","filed_date":"2022-03-28","accession":"0001552781-22-000287","full_text":"https://origin.rootz.global/static/filing/0001552781-22-000287.html","verify":"Read the filing at the full_text URL and search for the context string to verify this signal."},{"ticker":"WSFS","company":"WSFS FINANCIAL CORP","exchange":"Nasdaq","sector":"National Commercial Banks","signal_type":"ai_adoption","strength":100,"match_count":18,"context":"2021 and 2020, respectively.  (2)Includes reverse mortgages, at fair value of $3.9 million and $10.1 million at December31, 2021 and 2020, respectively. (3)Includes home equity lines of credit, installment loans unsecured lines of credit and education loans. (4)Excludes $113.3 million and $197.5 million of commercial and industrial loans and residential loans held for sale at December31, 2021 and 20","filed_date":"2022-03-01","accession":"0001628280-22-004404","full_text":"https://origin.rootz.global/static/filing/0001628280-22-004404.html","verify":"Read the filing at the full_text URL and search for the context string to verify this signal."},{"ticker":"WSFS","company":"WSFS FINANCIAL CORP","exchange":"Nasdaq","sector":"National Commercial Banks","signal_type":"risk_factor","strength":100,"match_count":15,"context":"interest rate risk. In addition, increases in market interest rates and/or adverse changes in the local residential real estate market, the general economy or consumer confidence would likely have a significant adverse impact on our noninterest income, as a result of reduced demand for residential loans that we pre-sell. Interest rate increases often result in larger payment requirements for our borrowers, which increase","filed_date":"2022-03-01","accession":"0001628280-22-004404","full_text":"https://origin.rootz.global/static/filing/0001628280-22-004404.html","verify":"Read the filing at the full_text URL and search for the context string to verify this signal."},{"ticker":"WSFS","company":"WSFS FINANCIAL CORP","exchange":"Nasdaq","sector":"National Commercial Banks","signal_type":"strategic_event","strength":100,"match_count":41,"context":"ending at the 2023 Annual Meeting of Stockholders and three directors for a term ending at the 2024 Annual Meeting of Stockholders; |  | |  | | A non-binding advisory vote on the compensation of our named executive officers; |  | |  | | An amendment of the 2018 Incentive Plan to increase the number of shares of Common Stock available for issuance under the Plan; |  | |  | | The ratification of the appointment of KPMG L","filed_date":"2021-03-23","accession":"0001552781-21-000149","full_text":"https://origin.rootz.global/static/filing/0001552781-21-000149.html","verify":"Read the filing at the full_text URL and search for the context string to verify this signal."},{"ticker":"WSFS","company":"WSFS FINANCIAL CORP","exchange":"Nasdaq","sector":"National Commercial Banks","signal_type":"ai_adoption","strength":100,"match_count":15,"context":"ne repurchase in 2019 with minimal impact, and no repurchases in 2018. Consumer Lending  Our primary consumer credit products (excluding first mortgage loans) are home equity lines of credit and installment loans. At December31, 2020, home equity lines of credit outstanding totaled $348.7 million and installment loans totaled $552.7 million. In total, these product lines represented approximately 78%","filed_date":"2021-03-01","accession":"0000828944-21-000007","full_text":"https://origin.rootz.global/static/filing/0000828944-21-000007.html","verify":"Read the filing at the full_text URL and search for the context string to verify this signal."},{"ticker":"WSFS","company":"WSFS FINANCIAL CORP","exchange":"Nasdaq","sector":"National Commercial Banks","signal_type":"risk_factor","strength":100,"match_count":27,"context":"interest rate risk. In addition, increases in market interest rates and/or adverse changes in the local residential real estate market, the general economy or consumer confidence would likely have a significant adverse impact on our noninterest income, as a result of reduced demand for residential mortgage loans that we pre-sell. Interest rate increases often result in larger payment requirements for our borrowers, which","filed_date":"2021-03-01","accession":"0000828944-21-000007","full_text":"https://origin.rootz.global/static/filing/0000828944-21-000007.html","verify":"Read the filing at the full_text URL and search for the context string to verify this signal."},{"ticker":"WSFS","company":"WSFS FINANCIAL CORP","exchange":"Nasdaq","sector":"National Commercial Banks","signal_type":"strategic_event","strength":100,"match_count":53,"context":"ation of the appointment of KPMG LLP as the Companys independent registered public accounting firm for the fiscal year ending December 31, 2020; A non-binding advisory vote on the compensation of our named executive officers; and Such other matters as may properly come before the meeting or any adjournment thereof. All stockholders of record holding shares of WSFS Financial Corporation common stock at the close of busin","filed_date":"2020-03-23","accession":"0001104659-20-037304","full_text":"https://origin.rootz.global/static/filing/0001104659-20-037304.html","verify":"Read the filing at the full_text URL and search for the context string to verify this signal."},{"ticker":"WSFS","company":"WSFS FINANCIAL CORP","exchange":"Nasdaq","sector":"National Commercial Banks","signal_type":"risk_factor","strength":100,"match_count":28,"context":"interest rate risk. In addition, increases in market interest rates and/or adverse changes in the local residential real estate market, the general economy or consumer confidence would likely have a significant adverse impact on our noninterest income, as a result of reduced demand for residential mortgage loans that we pre-sell. Interest rate increases often result in larger payment requirements for our borrowers, which","filed_date":"2020-03-02","accession":"0000828944-20-000009","full_text":"https://origin.rootz.global/static/filing/0000828944-20-000009.html","verify":"Read the filing at the full_text URL and search for the context string to verify this signal."},{"ticker":"WSFS","company":"WSFS FINANCIAL CORP","exchange":"Nasdaq","sector":"National Commercial Banks","signal_type":"strategic_event","strength":100,"match_count":12,"context":"ce deteriorating levels of service in branches and other service outlets, and frustrated bank employees who are no longer empowered to provide good and timely service to their customers.  Through our merger with Beneficial, we have created the largest, premier, locally-headquartered community bank in the Delaware and greater Philadelphia region, offering the benefits of local market knowledge and decision-ma","filed_date":"2020-03-02","accession":"0000828944-20-000009","full_text":"https://origin.rootz.global/static/filing/0000828944-20-000009.html","verify":"Read the filing at the full_text URL and search for the context string to verify this signal."},{"ticker":"WSFS","company":"WSFS FINANCIAL CORP","exchange":"Nasdaq","sector":"National Commercial Banks","signal_type":"strategic_event","strength":100,"match_count":68,"context":"ation of the appointment of KPMG LLP as the Companys independent registered public accounting firm for the fiscal year ending December 31, 2019; A non-binding advisory vote on the compensation of our named executive officers; and Such other matters as may properly come before the meeting or any adjournment thereof. All stockholders of record holding shares of WSFS Financial Corporation common stock at the close of busin","filed_date":"2019-03-26","accession":"0001104659-19-017484","full_text":"https://origin.rootz.global/static/filing/0001104659-19-017484.html","verify":"Read the filing at the full_text URL and search for the context string to verify this signal."},{"ticker":"WSFS","company":"WSFS FINANCIAL CORP","exchange":"Nasdaq","sector":"National Commercial Banks","signal_type":"risk_factor","strength":100,"match_count":31,"context":"interest rate risk. In addition, increases in market interest rates and/or adverse changes in the local residential real estate market, the general economy or consumer confidence would likely have a significant adverse impact on our noninterest income, as a result of reduced demand for residential mortgage loans that we pre-sell. Interest rate increases often result in larger payment requirements for our borrowers, which","filed_date":"2019-02-28","accession":"0000828944-19-000013","full_text":"https://origin.rootz.global/static/filing/0000828944-19-000013.html","verify":"Read the filing at the full_text URL and search for the context string to verify this signal."},{"ticker":"WSFS","company":"WSFS FINANCIAL CORP","exchange":"Nasdaq","sector":"National Commercial Banks","signal_type":"strategic_event","strength":100,"match_count":16,"context":"s products and services and related customer disintermediation, including its pending acquisition of Beneficial Bancorp, Inc.(Beneficial); | | | | | | | | the Companys ability to complete the pending merger with Beneficial on the terms proposed, which are subject to a number of conditions, risks and uncertainties, including the possibility that the proposed acquisition does not close when expected or at all","filed_date":"2019-02-28","accession":"0000828944-19-000013","full_text":"https://origin.rootz.global/static/filing/0000828944-19-000013.html","verify":"Read the filing at the full_text URL and search for the context string to verify this signal."},{"ticker":"WSFS","company":"WSFS FINANCIAL CORP","exchange":"Nasdaq","sector":"National Commercial Banks","signal_type":"risk_factor","strength":100,"match_count":46,"context":"ess requires it to be so qualified or licensed, except where failure to be so qualified or licensed has not had or would not reasonably be expected to have, either individually or in the aggregate, a Material Adverse Effect on Beneficial. Beneficial is a bank holding company duly registered with the Federal Reserve under the BHC Act and has elected to be, and qualifies as, a financial holding company under the BHC Act.","filed_date":"2018-08-08","accession":"0001552781-18-000313","full_text":"https://origin.rootz.global/static/filing/0001552781-18-000313.html","verify":"Read the filing at the full_text URL and search for the context string to verify this signal."},{"ticker":"WSFS","company":"WSFS FINANCIAL CORP","exchange":"Nasdaq","sector":"National Commercial Banks","signal_type":"strategic_event","strength":100,"match_count":38,"context":"istered public accounting firm for the fiscal year ending December 31, 2018; The approval of the WSFS Financial Corporation 2018 Incentive Plan; A non-binding advisory vote on the compensation of our named executive officers; and Such other matters as may properly come before the meeting or any adjournment thereof. All stockholders of record holding shares of WSFS Financial Corporation common stock at the close of busin","filed_date":"2018-03-23","accession":"0001104659-18-019887","full_text":"https://origin.rootz.global/static/filing/0001104659-18-019887.html","verify":"Read the filing at the full_text URL and search for the context string to verify this signal."},{"ticker":"WSFS","company":"WSFS FINANCIAL CORP","exchange":"Nasdaq","sector":"National Commercial Banks","signal_type":"risk_factor","strength":100,"match_count":29,"context":"interest rate risk. In addition, increases in market interest rates and/or adverse changes in the local residential real estate market, the general economy or consumer confidence would likely have a significant adverse impact on our noninterest income, as a result of reduced demand for residential mortgage loans that we pre-sell. Interest rate increases often result in larger payment requirements for our borrowers, which","filed_date":"2018-03-01","accession":"0001628280-18-002641","full_text":"https://origin.rootz.global/static/filing/0001628280-18-002641.html","verify":"Read the filing at the full_text URL and search for the context string to verify this signal."},{"ticker":"WSFS","company":"WSFS FINANCIAL CORP","exchange":"Nasdaq","sector":"National Commercial Banks","signal_type":"strategic_event","strength":100,"match_count":13,"context":"26 | | |  |  |  | | |  5. |  EXECUTIVE COMPENSATION |  27 | | |  |  Forward Looking Statements |  27 | | |  |  Compensation Discussion and Analysis |  28 | | |  |  Executive Summary |  28 | | |  |  Named Executive Officers (NEOs) |  32 | | |  |  The Role of the Personnel and Compensation Committee of the Board of Directors |  32 | | |  |  The Role of Management in Executive Compensation |  32 | | |  |  The Role of Sto","filed_date":"2017-03-27","accession":"0001104659-17-019319","full_text":"https://origin.rootz.global/static/filing/0001104659-17-019319.html","verify":"Read the filing at the full_text URL and search for the context string to verify this signal."},{"ticker":"WSFS","company":"WSFS FINANCIAL CORP","exchange":"Nasdaq","sector":"National Commercial Banks","signal_type":"risk_factor","strength":100,"match_count":28,"context":"interest rate risk. In addition, increases in market interest rates and/or adverse changes in the local residential real estate market, the general economy or consumer confidence would likely have a significant adverse impact on our noninterest income, as a result of reduced demand for residential mortgage loans that we pre-sell.  **The market value of our investment securities portfolio may be impacted by the level of in","filed_date":"2017-03-01","accession":"0001193125-17-065442","full_text":"https://origin.rootz.global/static/filing/0001193125-17-065442.html","verify":"Read the filing at the full_text URL and search for the context string to verify this signal."},{"ticker":"WSFS","company":"WSFS FINANCIAL CORP","exchange":"Nasdaq","sector":"National Commercial Banks","signal_type":"risk_factor","strength":100,"match_count":23,"context":"the State of Delaware and the Company is qualified to do business as a foreign corporation in each jurisdiction in which qualification is required, except where failure to so qualify would not have a Material Adverse Effect (as defined below). Each of the Companys subsidiaries that is a significant subsidiary as defined in Rule 1-02 of Regulation S-X (each a Subsidiary and collectively the Subsidiaries) is listed on Exh","filed_date":"2016-06-13","accession":"0001193125-16-619735","full_text":"https://origin.rootz.global/static/filing/0001193125-16-619735.html","verify":"Read the filing at the full_text URL and search for the context string to verify this signal."},{"ticker":"WSFS","company":"WSFS FINANCIAL CORP","exchange":"Nasdaq","sector":"National Commercial Banks","signal_type":"strategic_event","strength":100,"match_count":10,"context":"23 | | |  |  |  | | |  4. |  EXECUTIVE COMPENSATION |  24 | | |  |  Forward Looking Statements |  24 | | |  |  Compensation Discussion and Analysis |  25 | | |  |  Executive Summary |  25 | | |  |  Named Executive Officers (NEOs) |  29 | | |  |  The Role of the Personnel and Compensation Committee of the Board of Directors |  29 | | |  |  The Role of Management in Executive Compensation |  30 | | |  |  The Role of Sto","filed_date":"2016-03-30","accession":"0001104659-16-108607","full_text":"https://origin.rootz.global/static/filing/0001104659-16-108607.html","verify":"Read the filing at the full_text URL and search for the context string to verify this signal."},{"ticker":"WSFS","company":"WSFS FINANCIAL CORP","exchange":"Nasdaq","sector":"National Commercial Banks","signal_type":"risk_factor","strength":100,"match_count":25,"context":"interest rate risk. In addition, increases in market interest rates and/or adverse changes in the local residential real estate market, the general economy or consumer confidence would likely have a significant adverse impact on our non-interest income, as a result of reduced demand for residential mortgage loans that we pre-sell.  **The market value of our investment securities portfolio may be impacted by the level of i","filed_date":"2016-02-29","accession":"0001193125-16-485517","full_text":"https://origin.rootz.global/static/filing/0001193125-16-485517.html","verify":"Read the filing at the full_text URL and search for the context string to verify this signal."},{"ticker":"WSFS","company":"WSFS FINANCIAL CORP","exchange":"Nasdaq","sector":"National Commercial Banks","signal_type":"risk_factor","strength":100,"match_count":21,"context":"s or the nature or conduct of its business requires it to be so qualified or licensed, except for such failure to be so qualified or licensed has not had or would not be reasonably expected to have a Material Adverse Effect. PLFC is duly registered with the Board of Governors of the Federal Reserve System as a bank holding company under the Bank Holding Company Act of 1956, as amended (BHC Act). True, complete and corre","filed_date":"2015-11-27","accession":"0001193125-15-389700","full_text":"https://origin.rootz.global/static/filing/0001193125-15-389700.html","verify":"Read the filing at the full_text URL and search for the context string to verify this signal."},{"ticker":"WSFS","company":"WSFS FINANCIAL CORP","exchange":"Nasdaq","sector":"National Commercial Banks","signal_type":"strategic_event","strength":100,"match_count":14,"context":"atification of the appointment of KPMG LLP as the independent registered public accounting firm for the fiscal year ending December 31, 2015; An advisory (non-binding) vote on the compensation of our named executive officers; and Such other matters as may properly come before the meeting or any adjournment thereof. All stockholders of record holding shares of WSFS Financial Corporation common stock at the close of busin","filed_date":"2015-04-01","accession":"0001104659-15-025011","full_text":"https://origin.rootz.global/static/filing/0001104659-15-025011.html","verify":"Read the filing at the full_text URL and search for the context string to verify this signal."},{"ticker":"WSFS","company":"WSFS FINANCIAL CORP","exchange":"Nasdaq","sector":"National Commercial Banks","signal_type":"risk_factor","strength":100,"match_count":21,"context":"o successfully manage our interest rate risk. Increases in market rates and adverse changes in the local residential real estate market, the general economy or consumer confidence would likely have a significant adverse impact on our non-interest income, as a result of reduced demand for residential mortgage loans that we pre-sell.  **The market value of our investment securities portfolio may be impacted by the level of i","filed_date":"2015-03-16","accession":"0001193125-15-094071","full_text":"https://origin.rootz.global/static/filing/0001193125-15-094071.html","verify":"Read the filing at the full_text URL and search for the context string to verify this signal."},{"ticker":"WSFS","company":"WSFS FINANCIAL CORP","exchange":"Nasdaq","sector":"National Commercial Banks","signal_type":"risk_factor","strength":100,"match_count":24,"context":"s or the nature or conduct of its business requires it to be so qualified or licensed, except for such failure to be so qualified or licensed has not had or would not be reasonably expected to have a Material Adverse Effect. Alliance is duly registered with the Board of Governors of the Federal Reserve System as a savings and loan holding company under the Home Owners Loan Act of 1933, as amended (HOLA). True, complete","filed_date":"2015-03-06","accession":"0001193125-15-079117","full_text":"https://origin.rootz.global/static/filing/0001193125-15-079117.html","verify":"Read the filing at the full_text URL and search for the context string to verify this signal."},{"ticker":"WSFS","company":"WSFS FINANCIAL CORP","exchange":"Nasdaq","sector":"National Commercial Banks","signal_type":"ai_adoption","strength":96,"match_count":12,"context":"| $ | 12,790,128 | $ | 12,583,202 | | (1) Includes reverse mortgages at fair value of $2.5 million at March31, 2024 and $2.8 million at December31, 2023.(2) Includes home equity lines of credit, installment loans, unsecured lines of credit and education loans.Accrued interest receivable on loans and leases was $71.6 million and $69.8 million at March31, 2024 and December31, 2023, respectively. Accrue","filed_date":"2024-05-06","accession":"0001628280-24-020601","full_text":"https://origin.rootz.global/static/filing/0001628280-24-020601.html","verify":"Read the filing at the full_text URL and search for the context string to verify this signal."},{"ticker":"WSFS","company":"WSFS FINANCIAL CORP","exchange":"Nasdaq","sector":"National Commercial Banks","signal_type":"strategic_event","strength":95,"match_count":10,"context":"our Board of Directors to serve for a three-year term. | | | | | | PROPOSAL 2Advisory Vote on Executive Compensation. To approve, on an advisory (non-binding) basis, the compensation of the Companys named executive officers (\"NEOs\"). | | | | | | PROPOSAL 3Ratification of the Appointment of the Independent Registered Public Accounting Firm. To ratify the appointment of KPMG LLP as our independent registered public accou","filed_date":"2026-04-02","accession":"0000828944-26-000009","full_text":"https://origin.rootz.global/static/filing/0000828944-26-000009.html","verify":"Read the filing at the full_text URL and search for the context string to verify this signal."},{"ticker":"WSFS","company":"WSFS FINANCIAL CORP","exchange":"Nasdaq","sector":"National Commercial Banks","signal_type":"strategic_event","strength":94,"match_count":8,"context":"ve fair value of common stock and common stock warrants, to common stock for $23.5 million and common stock warrants for $1.5 million. During 2014, we entered into an agreement in which the Company repurchased the warrants for $6.3 million. We redeemed the preferred stock in 2013.  All share and per share information has been retroactively adjusted to reflect the Companys three-for-one stock split in May 2015. See Note 1 of","filed_date":"2016-02-29","accession":"0001193125-16-485517","full_text":"https://origin.rootz.global/static/filing/0001193125-16-485517.html","verify":"Read the filing at the full_text URL and search for the context string to verify this signal."},{"ticker":"WSFS","company":"WSFS FINANCIAL CORP","exchange":"Nasdaq","sector":"National Commercial Banks","signal_type":"ai_adoption","strength":88,"match_count":11,"context":"| 12,777,336 | $ | 12,996,218 | | (1) Includes reverse mortgages at fair value of $5.3 million at September30, 2025 and $3.6 million at December31, 2024.(2) Includes home equity lines of credit, installment loans, unsecured lines of credit and education loans.Accrued interest receivable on loans and leases was $64.0 million and $67.5 million at September30, 2025 and December31, 2024, respectively. Ac","filed_date":"2025-11-04","accession":"0000828944-25-000013","full_text":"https://origin.rootz.global/static/filing/0000828944-25-000013.html","verify":"Read the filing at the full_text URL and search for the context string to verify this signal."},{"ticker":"WSFS","company":"WSFS FINANCIAL CORP","exchange":"Nasdaq","sector":"National Commercial Banks","signal_type":"ai_adoption","strength":88,"match_count":11,"context":"| $ | 12,807,920 | $ | 12,996,218 | | (1) Includes reverse mortgages at fair value of $4.7 million at June30, 2025 and $3.6 million at December31, 2024.(2) Includes home equity lines of credit, installment loans, unsecured lines of credit and education loans.Accrued interest receivable on loans and leases was $65.2 million and $67.5 million at June30, 2025 and December31, 2024, respectively. Accrued","filed_date":"2025-07-31","accession":"0001628280-25-037054","full_text":"https://origin.rootz.global/static/filing/0001628280-25-037054.html","verify":"Read the filing at the full_text URL and search for the context string to verify this signal."},{"ticker":"WSFS","company":"WSFS FINANCIAL CORP","exchange":"Nasdaq","sector":"National Commercial Banks","signal_type":"ai_adoption","strength":88,"match_count":11,"context":"| $ | 12,922,842 | $ | 12,996,218 | | (1) Includes reverse mortgages at fair value of $4.1 million at March31, 2025 and $3.6 million at December31, 2024.(2) Includes home equity lines of credit, installment loans, unsecured lines of credit and education loans.Accrued interest receivable on loans and leases was $65.8 million and $67.5 million at March31, 2025 and December31, 2024, respectively. Accrue","filed_date":"2025-05-07","accession":"0001628280-25-022978","full_text":"https://origin.rootz.global/static/filing/0001628280-25-022978.html","verify":"Read the filing at the full_text URL and search for the context string to verify this signal."},{"ticker":"WSFS","company":"WSFS FINANCIAL CORP","exchange":"Nasdaq","sector":"National Commercial Banks","signal_type":"ai_adoption","strength":88,"match_count":11,"context":"| 13,124,684 | $ | 12,583,202 | | (1) Includes reverse mortgages at fair value of $3.2 million at September30, 2024 and $2.8 million at December31, 2023.(2) Includes home equity lines of credit, installment loans, unsecured lines of credit and education loans.Accrued interest receivable on loans and leases was $70.8 million and $69.8 million at September30, 2024 and December31, 2023, respectively. Ac","filed_date":"2024-11-06","accession":"0001628280-24-045632","full_text":"https://origin.rootz.global/static/filing/0001628280-24-045632.html","verify":"Read the filing at the full_text URL and search for the context string to verify this signal."},{"ticker":"WSFS","company":"WSFS FINANCIAL CORP","exchange":"Nasdaq","sector":"National Commercial Banks","signal_type":"ai_adoption","strength":88,"match_count":11,"context":"loans and leases | $ | 12,945,948 | $ | 12,583,202 | | (1) Includes reverse mortgages at fair value of $2.8 million at June30, 2024 and December31, 2023.(2) Includes home equity lines of credit, installment loans, unsecured lines of credit and education loans.Accrued interest receivable on loans and leases was $72.7 million and $69.8 million at June30, 2024 and December31, 2023, respectively. Accrued","filed_date":"2024-08-02","accession":"0001628280-24-034342","full_text":"https://origin.rootz.global/static/filing/0001628280-24-034342.html","verify":"Read the filing at the full_text URL and search for the context string to verify this signal."},{"ticker":"WSFS","company":"WSFS FINANCIAL CORP","exchange":"Nasdaq","sector":"National Commercial Banks","signal_type":"ai_adoption","strength":88,"match_count":11,"context":"red, owner-occupied commercial, commercial mortgages, construction and commercial small business leases, and Residential and Consumer Loans: Residential mortgage, equity secured lines and loans, installment loans, unsecured lines of credit, originated education loans and previously acquired education loans. Expected credit losses are net of expected recoveries and estimated over the contractual term,","filed_date":"2023-11-03","accession":"0001628280-23-036743","full_text":"https://origin.rootz.global/static/filing/0001628280-23-036743.html","verify":"Read the filing at the full_text URL and search for the context string to verify this signal."},{"ticker":"WSFS","company":"WSFS FINANCIAL CORP","exchange":"Nasdaq","sector":"National Commercial Banks","signal_type":"ai_adoption","strength":88,"match_count":11,"context":"red, owner-occupied commercial, commercial mortgages, construction and commercial small business leases, and Residential and Consumer Loans: Residential mortgage, equity secured lines and loans, installment loans, unsecured lines of credit, originated education loans and previously acquired education loans. Expected credit losses are net of expected recoveries and estimated over the contractual term,","filed_date":"2023-08-03","accession":"0001628280-23-027246","full_text":"https://origin.rootz.global/static/filing/0001628280-23-027246.html","verify":"Read the filing at the full_text URL and search for the context string to verify this signal."},{"ticker":"WSFS","company":"WSFS FINANCIAL CORP","exchange":"Nasdaq","sector":"National Commercial Banks","signal_type":"ai_adoption","strength":88,"match_count":11,"context":"red, owner-occupied commercial, commercial mortgages, construction and commercial small business leases, and Residential and Consumer Loans: Residential mortgage, equity secured lines and loans, installment loans, unsecured lines of credit, originated education loans and previously acquired education loans. Expected credit losses are net of expected recoveries and estimated over the contractual term,","filed_date":"2023-05-05","accession":"0001628280-23-016074","full_text":"https://origin.rootz.global/static/filing/0001628280-23-016074.html","verify":"Read the filing at the full_text URL and search for the context string to verify this signal."},{"ticker":"WSFS","company":"WSFS FINANCIAL CORP","exchange":"Nasdaq","sector":"National Commercial Banks","signal_type":"ai_adoption","strength":88,"match_count":11,"context":"| $ | 13,289,859 | $ | 13,082,027 | | (1) Includes reverse mortgages at fair value of $4.0 million at June30, 2026 and $3.7 million at December31, 2025.(2) Includes home equity lines of credit, installment loans, unsecured lines of credit and education loans.Accrued interest receivable on loans and leases was $61.9 million and $64.9 million at June30, 2026 and December31, 2025, respectively. Accrued","filed_date":"2026-08-05","accession":"0000828944-26-000028","full_text":"https://origin.rootz.global/static/filing/0000828944-26-000028.html","verify":"Read the filing at the full_text URL and search for the context string to verify this signal."},{"ticker":"WSFS","company":"WSFS FINANCIAL CORP","exchange":"Nasdaq","sector":"National Commercial Banks","signal_type":"ai_adoption","strength":80,"match_count":10,"context":"1.5 million at December31, 2021. (2) Includes reverse mortgages at fair value of $3.0 million at September30, 2022 and $3.9 million at December31, 2021. (3) Includes home equity lines of credit, installment loans, unsecured lines of credit and education loans. Accrued interest receivable on loans and leases was $49.8 million and $31.6 million at September30, 2022 and December31, 2021, respectively. A","filed_date":"2022-11-04","accession":"0001628280-22-028480","full_text":"https://origin.rootz.global/static/filing/0001628280-22-028480.html","verify":"Read the filing at the full_text URL and search for the context string to verify this signal."},{"ticker":"WSFS","company":"WSFS FINANCIAL CORP","exchange":"Nasdaq","sector":"National Commercial Banks","signal_type":"strategic_event","strength":79,"match_count":8,"context":"d of Directors to serve for a three-year term. |  | | |  |  | | |  PROPOSAL 2 Advisory Vote on Executive Compensation. To approve, on an advisory (non-binding) basis, the compensation of the Companys named executive officers (NEOs). |  | | |  | | |  PROPOSAL 3 Ratification of the Appointment of the Independent Registered Public Accounting Firm. To ratify the appointment of KPMG LLP as our independent registered public a","filed_date":"2025-04-01","accession":"0001552781-25-000122","full_text":"https://origin.rootz.global/static/filing/0001552781-25-000122.html","verify":"Read the filing at the full_text URL and search for the context string to verify this signal."},{"ticker":"WSFS","company":"WSFS FINANCIAL CORP","exchange":"Nasdaq","sector":"National Commercial Banks","signal_type":"strategic_event","strength":79,"match_count":8,"context":"d of Directors to serve for a three-year term. |  | | |  |  | | |  PROPOSAL 2 Advisory Vote on Executive Compensation. To approve, on an advisory (non-binding) basis, the compensation of the Companys named executive officers (NEOs). |  | | |  | | |  PROPOSAL 3 Ratification of the Appointment of the Independent Registered Public Accounting Firm. To ratify the appointment of KPMG LLP as our independent registered public a","filed_date":"2024-03-27","accession":"0001552781-24-000204","full_text":"https://origin.rootz.global/static/filing/0001552781-24-000204.html","verify":"Read the filing at the full_text URL and search for the context string to verify this signal."},{"ticker":"WSFS","company":"WSFS FINANCIAL CORP","exchange":"Nasdaq","sector":"National Commercial Banks","signal_type":"strategic_event","strength":79,"match_count":8,"context":"ve fair value of common stock and common stock warrants, to common stock for $23.5 million and common stock warrants for $1.5 million. During 2014, we entered into an agreement in which the Company repurchased the warrants for $6.3 million. We redeemed the preferred stock in 2013.  In 2009, we entered into a purchase agreement with the U.S. Treasury pursuant to which the Company issued and sold 52,625 shares of our fixed-rat","filed_date":"2015-03-16","accession":"0001193125-15-094071","full_text":"https://origin.rootz.global/static/filing/0001193125-15-094071.html","verify":"Read the filing at the full_text URL and search for the context string to verify this signal."}],"origin":{"leaf":"884f412f70623258488e787d2b24622edc0ca807691a43813b564332491c9e10","formula":"v2: sha256( sha256(content) || parent || source_accession )","content_sha256":"70980a6605b879961ff141e5b872bf5a92b63d016a9e2553feca0de678449015","parent":null,"source":"signal_search","chain":"sec.gov/EDGAR (retrieved over TLS, accession recorded) > origin.rootz.global extraction > this response","registry":"origin.rootz.global","verify":"Recompute it: sha256(sha256(<this response body minus the origin block>) || parent || source_accession). 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