Form 8-K
8-K — WSFS FINANCIAL CORP
Accession: 0000828944-26-000031
Filed: 2026-10-06
Period: 2026-10-06
CIK: 0000828944
SIC: 6021 (NATIONAL COMMERCIAL BANKS)
Item: Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers: Compensatory Arrangements of Certain Officers
Item: Regulation FD Disclosure
Item: Financial Statements and Exhibits
Documents
8-K — wsfs-20261006.htm (Primary)
EX-99.1 (exhibit991-pressreleasef.htm)
GRAPHIC (exhibit991-pressreleasef001.jpg)
GRAPHIC (exhibit991-pressreleasef002.jpg)
XML — IDEA: XBRL DOCUMENT (R1.htm)
8-K
8-K (Primary)
Filename: wsfs-20261006.htm · Sequence: 1
wsfs-20261006
false000082894400008289442026-10-062026-10-06
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 6, 2026
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 Commission
File Number) (IRS Employer
Identification Number)
500 Delaware Ave,
Wilmington, Delaware, 19801
(Address of Principal Executive Offices) (Zip Code)
Registrant’s Telephone Number, including Area Code: (302) 792-6000
Not Applicable
(Former Name or Former Address, if Changed Since Last Report)
Check the appropriate box below if the Form 8-K filing is intended to simultaneously satisfy the filing obligation of the registrant under any of the following provisions:
☐ Written communication pursuant to Rule 425 under the Securities Act (17 CFR 230.425)
☐ Soliciting material pursuant to Rule 14a-12 under the Exchange Act (17 CFR 240.14a-12)
☐ Pre-commencement communications pursuant to Rule 14d-2(b) under the Exchange Act (17 CFR 240.14d-2(b))
☐ Pre-commencement communications pursuant to Rule 13e-4(c) under the Exchange Act (17 CFR 240.13e-4(c))
Securities registered pursuant to Section 12(b) of the Act:
Title of each class Trading Symbol(s) Name of each exchange on which registered
Common Stock, par value $0.01 per share WSFS Nasdaq Global Select Market
Indicate by check mark whether the registrant is an emerging growth company as defined in Rule 405 of the Securities Act of 1933 (17 CFR 230.405) or Rule 12b-2 of the Securities Exchange Act of 1934 (17 CFR 40.12b-2).
Emerging growth company ☐
If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complying with any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act. ☐
Item 5.02 Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements of Certain Officers
On October 6, 2026, WSFS Financial Corporation (“WSFS” or the “Company”) announced the appointment of Michael Thompson as Senior Vice President, Interim Chief Accounting Officer of the Company effective October 6, 2026.
Mr. Thompson, age 55, has nearly 30 years of banking experience and came to WSFS as part of the acquisition of Bryn Mawr Trust. Mr. Thompson has most recently served as Senior Vice President, Head of Business Performance and Analysis. From January 2023 to January 2026, Mr. Thompson’s role was as Senior Vice President, Finance Strategic Initiatives. From January 2020 through December 2022, he was Chief Financial Officer and Chief Operating Officer of Bryn Mawr Trust’s banking division, and prior to that, he spent six years as the Chief Financial Officer and four years as the Chief Accounting Officer at Royal Bancshares of Pennsylvania, Inc., a publicly traded bank that was acquired by Bryn Mawr Trust.
Mr. Thompson does not have any family relationships with any of the Company’s directors or executive officers and is not party to any transactions that would require disclosure under Item 404(a) of Regulation S-K. Further, no arrangement or understanding exists between Mr. Thompson and any other person pursuant to which Mr. Thompson was appointed as Interim Chief Accounting Officer of the Company.
Item 7.01 Regulation FD Disclosure
On October 6, 2026, the Company issued a press release announcing the appointment of Mr. Thompson as Senior Vice President, Interim Chief Accounting Officer, along with the appointment of Charles Mosher as Executive Vice President, Chief Audit Executive, and the promotion of Lisa Washington to Executive Vice President, Chief Legal Officer and Corporate Secretary. A copy of the press release is furnished within this Form 8-K as Exhibit 99.1.
This information (including Exhibit 99.1) is being furnished under Item 7.01 hereof and shall not be deemed “filed” for purposes of Section 18 of the Securities Exchange Act of 1934, as amended (the “Exchange Act”), or otherwise subject to the liabilities of that section, and such information shall not be deemed incorporated by reference into any filing under the Securities Act of 1933, as amended, or the Exchange Act, except as shall be expressly set forth by specific reference in such filing.
Item 9.01 Financial Statements and Exhibits
(d) Exhibits.
99.1 Press release, dated October 6, 2026
104 Cover Page Interactive Data File (Embedded within the Inline XBRL document)
SIGNATURES
Pursuant to the requirements of the Securities Exchange Act of 1934, the Registrant has duly caused this report to be signed on its behalf by the undersigned, hereunto duly authorized.
WSFS FINANCIAL CORPORATION
Date: October 6, 2026 By: /s/ David Burg
David Burg
Executive Vice President, Chief Financial Officer
EX-99.1
EX-99.1
Filename: exhibit991-pressreleasef.htm · Sequence: 2
exhibit991-pressreleasef
FOR IMMEDIATE RELEASE Media Contact: Connor Peoples October 6, 2026 (215) 864-5645 CPeoples@wsfsbank.com WSFS Announces Executive Leadership Appointments Charles Mosher Named Executive Vice President, Chief Audit Executive; Michael Thompson Appointed Senior Vice President, Interim Chief Accounting Officer; Lisa Washington Promoted to Executive Vice President, Chief Legal Officer and Corporate Secretary WILMINGTON, Del. – WSFS Financial Corporation (Nasdaq: WSFS), today announced the appointment of Charles “Chuck” Mosher as Executive Vice President, Chief Audit Executive, and the promotion of Lisa Washington, to Executive Vice President, Chief Legal Officer and Corporate Secretary, effective today. Mosher and Washington are both experienced members of the WSFS senior leadership team and will continue to lead two critical areas of the company’s governance and risk management framework. Mosher is a Certified Public Accountant and joined WSFS over 25 years ago and has served in a variety of leadership positions in the Finance and Accounting groups. Most recently, Mosher served as Interim Chief Auditor, providing leadership and continuity for the Internal Audit function. Prior to that, he served as Senior Vice President, Chief Accounting Officer, overseeing the company’s accounting, financial reporting, and related control functions. In his role, Mosher will lead Internal Audit and report to David Turner, WSFS Board Member and Chair of the WSFS Audit Committee, and to Rodger Levenson, WSFS Chairman, President, and Chief Executive Officer. “As a long-tenured leader, Chuck has consistently demonstrated a deep understanding of financial reporting, internal controls, and risk management,” said Levenson. “His broad knowledge of WSFS, combined with his proven leadership, most recently as Interim Chief Auditor, make him exceptionally well suited to lead our Internal Audit function.” Succeeding Mosher, Michael “Mike” Thompson has been appointed Senior Vice President, Interim Chief Accounting Officer reporting to David Burg, Executive Vice President, Chief Financial Officer. Thompson has nearly 30 years of banking experience and came to WSFS as part of the acquisition of Bryn Mawr Trust where he was the Chief Financial Officer and Chief Operating Officer of the company’s banking division. Prior to that, he spent six years as the Chief Financial Officer and four years as the Chief Accounting Officer at Royal Bancshares of Pennsylvania, Inc., a publicly traded bank that was acquired by Bryn Mawr Trust. Washington has served as Senior Vice President and Chief Legal Officer since joining WSFS in 2019 and assumed the role of Corporate Secretary in 2023. She has more than 25 years of experience counselling public and private companies on legal, governance, and compliance matters. In her role, she’ll continue leading the company’s Legal department, serve as Corporate Secretary, advise the WSFS Board of Directors and Executive Leadership Team, and continue reporting to Christine Davis, Executive Vice President, Chief Risk Officer. Exhibit 99.1
“Since joining WSFS, Lisa has been a trusted advisor, strategic partner, and exceptional leader who has helped guide the company through an increasingly complex legal and regulatory environment,” said Davis. “Her contributions have been instrumental to our growth, and her promotion reflects the value she continues to bring across our organization.” “Chuck, Lisa, and Mike have each demonstrated an exceptional record of accomplishments, and their advancement reflects our belief that investing in our people is how we build a stronger WSFS,” Levenson continued. “As one of the top workplaces in the region, WSFS will continue to be a place where our Associates can build meaningful, long-term careers.” About WSFS Financial Corporation WSFS Financial Corporation is a multibillion-dollar financial services company. Its primary subsidiary, WSFS Bank, is the oldest and largest locally headquartered bank and wealth management franchise in the Greater Philadelphia and Delaware region. As of June 30, 2026, WSFS Financial Corporation had $22.7 billion in assets on its balance sheet and $101.7 billion in assets under management and administration. WSFS operates from 114 offices, 87 of which are banking offices, located in Pennsylvania (58), Delaware (38), New Jersey (14), Florida (2), Nevada (1) and Virginia (1) and provides comprehensive financial services including commercial banking, consumer banking, treasury management, and trust and wealth management. Other subsidiaries or divisions include Arrow Land Transfer, Bryn Mawr Trust Advisors, LLC, Bryn Mawr Trust®, The Bryn Mawr Trust Company of Delaware, Cash Connect®, NewLane Finance®, WSFS Wealth® Management, LLC, WSFS Institutional Services®, and WSFS Mortgage®. Serving the Greater Delaware Valley since 1832, WSFS Bank is one of the ten oldest banks in the United States continuously operating under the same name. For more information, please visit www.wsfsbank.com.
GRAPHIC
GRAPHIC
Filename: exhibit991-pressreleasef001.jpg · Sequence: 6
Binary file (244306 bytes)
Download exhibit991-pressreleasef001.jpg
GRAPHIC
GRAPHIC
Filename: exhibit991-pressreleasef002.jpg · Sequence: 7
Binary file (158854 bytes)
Download exhibit991-pressreleasef002.jpg
XML — IDEA: XBRL DOCUMENT
XML
Filename: R1.htm · Sequence: 9
v3.26.3
COVER PAGE
Oct. 06, 2026
Cover [Abstract]
Document Type
8-K
Document Period End Date
Oct. 06, 2026
Entity Registrant Name
WSFS Financial Corporation
Entity Incorporation, State or Country Code
DE
Entity File Number
001-35638
Entity Tax Identification Number
22-2866913
Entity Address, Address Line One
500 Delaware Ave
Entity Address, City or Town
Wilmington
Entity Address, State or Province
DE
Entity Address, Postal Zip Code
19801
City Area Code
302
Local Phone Number
792-6000
Written Communications
false
Soliciting Material
false
Pre-commencement Tender Offer
false
Pre-commencement Issuer Tender Offer
false
Title of 12(b) Security
Common Stock, par value $0.01 per share
Trading Symbol
WSFS
Security Exchange Name
NASDAQ
Entity Emerging Growth Company
false
Amendment Flag
false
Entity Central Index Key
0000828944
X
- Definition
Boolean flag that is true when the XBRL content amends previously-filed or accepted submission.
+ References
No definition available.
+ Details
Name:
dei_AmendmentFlag
Namespace Prefix:
dei_
Data Type:
xbrli:booleanItemType
Balance Type:
na
Period Type:
duration
X
- Definition
Area code of city
+ References
No definition available.
+ Details
Name:
dei_CityAreaCode
Namespace Prefix:
dei_
Data Type:
xbrli:normalizedStringItemType
Balance Type:
na
Period Type:
duration
X
- Definition
Cover page.
+ References
No definition available.
+ Details
Name:
dei_CoverAbstract
Namespace Prefix:
dei_
Data Type:
xbrli:stringItemType
Balance Type:
na
Period Type:
duration
X
- Definition
For the EDGAR submission types of Form 8-K: the date of the report, the date of the earliest event reported; for the EDGAR submission types of Form N-1A: the filing date; for all other submission types: the end of the reporting or transition period. The format of the date is YYYY-MM-DD.
+ References
No definition available.
+ Details
Name:
dei_DocumentPeriodEndDate
Namespace Prefix:
dei_
Data Type:
xbrli:dateItemType
Balance Type:
na
Period Type:
duration
X
- Definition
The type of document being provided (such as 10-K, 10-Q, 485BPOS, etc). The document type is limited to the same value as the supporting SEC submission type, or the word 'Other'.
+ References
No definition available.
+ Details
Name:
dei_DocumentType
Namespace Prefix:
dei_
Data Type:
dei:submissionTypeItemType
Balance Type:
na
Period Type:
duration
X
- Definition
Address Line 1 such as Attn, Building Name, Street Name
+ References
No definition available.
+ Details
Name:
dei_EntityAddressAddressLine1
Namespace Prefix:
dei_
Data Type:
xbrli:normalizedStringItemType
Balance Type:
na
Period Type:
duration
X
- Definition
Name of the City or Town
+ References
No definition available.
+ Details
Name:
dei_EntityAddressCityOrTown
Namespace Prefix:
dei_
Data Type:
xbrli:normalizedStringItemType
Balance Type:
na
Period Type:
duration
X
- Definition
Code for the postal or zip code
+ References
No definition available.
+ Details
Name:
dei_EntityAddressPostalZipCode
Namespace Prefix:
dei_
Data Type:
xbrli:normalizedStringItemType
Balance Type:
na
Period Type:
duration
X
- Definition
Name of the state or province.
+ References
No definition available.
+ Details
Name:
dei_EntityAddressStateOrProvince
Namespace Prefix:
dei_
Data Type:
dei:stateOrProvinceItemType
Balance Type:
na
Period Type:
duration
X
- Definition
A unique 10-digit SEC-issued value to identify entities that have filed disclosures with the SEC. It is commonly abbreviated as CIK.
+ References
Reference 1: http://www.xbrl.org/2003/role/presentationRef
-Publisher SEC
-Name Exchange Act
-Number 240
-Section 12
-Subsection b-2
+ Details
Name:
dei_EntityCentralIndexKey
Namespace Prefix:
dei_
Data Type:
dei:centralIndexKeyItemType
Balance Type:
na
Period Type:
duration
X
- Definition
Indicate if registrant meets the emerging growth company criteria.
+ References
Reference 1: http://www.xbrl.org/2003/role/presentationRef
-Publisher SEC
-Name Exchange Act
-Number 240
-Section 12
-Subsection b-2
+ Details
Name:
dei_EntityEmergingGrowthCompany
Namespace Prefix:
dei_
Data Type:
xbrli:booleanItemType
Balance Type:
na
Period Type:
duration
X
- Definition
Commission file number. The field allows up to 17 characters. The prefix may contain 1-3 digits, the sequence number may contain 1-8 digits, the optional suffix may contain 1-4 characters, and the fields are separated with a hyphen.
+ References
No definition available.
+ Details
Name:
dei_EntityFileNumber
Namespace Prefix:
dei_
Data Type:
dei:fileNumberItemType
Balance Type:
na
Period Type:
duration
X
- Definition
Two-character EDGAR code representing the state or country of incorporation.
+ References
No definition available.
+ Details
Name:
dei_EntityIncorporationStateCountryCode
Namespace Prefix:
dei_
Data Type:
dei:edgarStateCountryItemType
Balance Type:
na
Period Type:
duration
X
- Definition
The exact name of the entity filing the report as specified in its charter, which is required by forms filed with the SEC.
+ References
Reference 1: http://www.xbrl.org/2003/role/presentationRef
-Publisher SEC
-Name Exchange Act
-Number 240
-Section 12
-Subsection b-2
+ Details
Name:
dei_EntityRegistrantName
Namespace Prefix:
dei_
Data Type:
xbrli:normalizedStringItemType
Balance Type:
na
Period Type:
duration
X
- Definition
The Tax Identification Number (TIN), also known as an Employer Identification Number (EIN), is a unique 9-digit value assigned by the IRS.
+ References
Reference 1: http://www.xbrl.org/2003/role/presentationRef
-Publisher SEC
-Name Exchange Act
-Number 240
-Section 12
-Subsection b-2
+ Details
Name:
dei_EntityTaxIdentificationNumber
Namespace Prefix:
dei_
Data Type:
dei:employerIdItemType
Balance Type:
na
Period Type:
duration
X
- Definition
Local phone number for entity.
+ References
No definition available.
+ Details
Name:
dei_LocalPhoneNumber
Namespace Prefix:
dei_
Data Type:
xbrli:normalizedStringItemType
Balance Type:
na
Period Type:
duration
X
- Definition
Boolean flag that is true when the Form 8-K filing is intended to satisfy the filing obligation of the registrant as pre-commencement communications pursuant to Rule 13e-4(c) under the Exchange Act.
+ References
Reference 1: http://www.xbrl.org/2003/role/presentationRef
-Publisher SEC
-Name Exchange Act
-Number 240
-Section 13e
-Subsection 4c
+ Details
Name:
dei_PreCommencementIssuerTenderOffer
Namespace Prefix:
dei_
Data Type:
xbrli:booleanItemType
Balance Type:
na
Period Type:
duration
X
- Definition
Boolean flag that is true when the Form 8-K filing is intended to satisfy the filing obligation of the registrant as pre-commencement communications pursuant to Rule 14d-2(b) under the Exchange Act.
+ References
Reference 1: http://www.xbrl.org/2003/role/presentationRef
-Publisher SEC
-Name Exchange Act
-Number 240
-Section 14d
-Subsection 2b
+ Details
Name:
dei_PreCommencementTenderOffer
Namespace Prefix:
dei_
Data Type:
xbrli:booleanItemType
Balance Type:
na
Period Type:
duration
X
- Definition
Title of a 12(b) registered security.
+ References
Reference 1: http://www.xbrl.org/2003/role/presentationRef
-Publisher SEC
-Name Exchange Act
-Number 240
-Section 12
-Subsection b
+ Details
Name:
dei_Security12bTitle
Namespace Prefix:
dei_
Data Type:
dei:securityTitleItemType
Balance Type:
na
Period Type:
duration
X
- Definition
Name of the Exchange on which a security is registered.
+ References
Reference 1: http://www.xbrl.org/2003/role/presentationRef
-Publisher SEC
-Name Exchange Act
-Number 240
-Section 12
-Subsection d1-1
+ Details
Name:
dei_SecurityExchangeName
Namespace Prefix:
dei_
Data Type:
dei:edgarExchangeCodeItemType
Balance Type:
na
Period Type:
duration
X
- Definition
Boolean flag that is true when the Form 8-K filing is intended to satisfy the filing obligation of the registrant as soliciting material pursuant to Rule 14a-12 under the Exchange Act.
+ References
Reference 1: http://www.xbrl.org/2003/role/presentationRef
-Publisher SEC
-Name Exchange Act
-Number 240
-Section 14a
-Subsection 12
+ Details
Name:
dei_SolicitingMaterial
Namespace Prefix:
dei_
Data Type:
xbrli:booleanItemType
Balance Type:
na
Period Type:
duration
X
- Definition
Trading symbol of an instrument as listed on an exchange.
+ References
No definition available.
+ Details
Name:
dei_TradingSymbol
Namespace Prefix:
dei_
Data Type:
dei:tradingSymbolItemType
Balance Type:
na
Period Type:
duration
X
- Definition
Boolean flag that is true when the Form 8-K filing is intended to satisfy the filing obligation of the registrant as written communications pursuant to Rule 425 under the Securities Act.
+ References
Reference 1: http://www.xbrl.org/2003/role/presentationRef
-Publisher SEC
-Name Securities Act
-Number 230
-Section 425
+ Details
Name:
dei_WrittenCommunications
Namespace Prefix:
dei_
Data Type:
xbrli:booleanItemType
Balance Type:
na
Period Type:
duration