Insider Trading June 12, 2026 12:58 PM

Wsfs President & CEO Rodger Levenson Sells $4.85 Million in Shares

Executive transaction executed under a Rule 10b5-1 plan as WSFS stock trades near 52-week high, following strong first-quarter earnings beat.

By Nina Shah
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WSFS

Rodger Levenson, President and CEO of WSFS Financial Corp (NASDAQ:WSFS), executed a sale of 65,446 shares on June 10, 2026, generating approximately $4.85 million. The transaction occurred via a Rule 10b5-1 trading plan established in March 2026, shortly after the company reported first-quarter 2026 results that surpassed consensus expectations for both earnings and revenue. The sale takes place while WSFS shares trade near their 52-week high of $74.69, reflecting a 41.7% return over the past year despite the company's valuation metrics suggesting potential upside.

Wsfs President & CEO Rodger Levenson Sells $4.85 Million in Shares
WSFS
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Key Points

  • Rodger Levenson sold 65,446 shares of WSFS Financial Corp on June 10, 2026, generating approximately $4.85 million through two separate transactions executed under a Rule 10b5-1 trading plan adopted on March 11, 2026.
  • The sale occurs as WSFS stock trades near its 52-week high of $74.69, reflecting a 41.7% return over the past year, while valuation metrics suggest potential upside with a Fair Value of $89.46.
  • WSFS Financial reported strong first-quarter 2026 results, beating earnings and revenue forecasts, with Stephens and DA Davidson raising price targets, though organic growth missed consensus expectations due to elevated commercial real estate paydowns.

WSFS Financial Corp (NASDAQ:WSFS) reported that Rodger Levenson, serving as both President and Chief Executive Officer, sold a total of 65,446 shares of common stock on June 10, 2026. The regulatory filing indicates the transaction valued at approximately $4.85 million. This executive activity occurs as WSFS stock trades near its 52-week high of $74.69, a level that has contributed to a 41.7% return over the past year. According to InvestingPro analysis, the stock remains undervalued with a Fair Value of $89.46, suggesting potential upside despite the strong recent performance. The company, valued at $3.9 billion, trades at a P/E ratio of approximately 13.


The sales were executed in two separate transactions. Mr. Levenson sold 50,040 shares at a weighted average price of $74.01 per share, with prices ranging from $73.29 to $74.28. An additional 15,406 shares were sold at a weighted average price of $74.43 per share, with prices ranging from $74.29 to $74.68. These sales were conducted pursuant to a Rule 10b5-1 trading plan, which was adopted on March 11, 2026.


Prior to these sales, Mr. Levenson acquired 62,470 shares of WSFS common stock through the exercise of employee stock options on the same date. He acquired 34,740 shares at an exercise price of $36.11 per share and another 27,730 shares at an exercise price of $51.84 per share. The total cost of these exercises was approximately $2.69 million.


Following these transactions, Mr. Levenson directly holds 186,088 shares of WSFS common stock. He also holds 1,917 shares indirectly through a 401k plan.


In other recent news, WSFS Financial Corporation reported strong first-quarter 2026 results, surpassing both earnings and revenue forecasts. The company achieved an earnings per share (EPS) of $1.68, exceeding the expected $1.46 by 15.07%, and reported revenue of $275.3 million, surpassing the forecast of $268.21 million. Stephens raised its price target for WSFS Financial to $81 from $79, maintaining an Overweight rating, citing a 6.3% beat in core pre-provision net revenue due to stronger net interest income and fees. DA Davidson also increased its price target for the company to $76 from $70, maintaining a Neutral rating, highlighting the company’s negative provision expense and share repurchases totaling $85 million.


Despite strong financial performance, organic growth on a linked quarter annualized basis was 0.3%, which did not meet consensus expectations of 3.9% due to elevated commercial real estate paydowns. These developments reflect WSFS Financial’s current financial health and strategic activities.

Risks

  • Organic growth on a linked quarter annualized basis was 0.3%, falling short of consensus expectations of 3.9% due to elevated commercial real estate paydowns, which may impact future revenue streams.
  • The sale of shares by the CEO, while executed under a pre-established Rule 10b5-1 plan, occurs near the stock's 52-week high, potentially signaling internal valuation perspectives to the market.
  • Elevated commercial real estate paydowns highlight ongoing credit risk exposure in the commercial lending sector, which could affect net interest income and provision expenses.

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