WSFS completes acquisition of Bryn Mawr Bank Corp; adds three board members

WSFS FINANCIAL CORP

Deal closed Jan 1, 2022; each BMTC share converted into 0.90 WSFS shares.
WSFS now ~$20B in assets and ~$49B in assets under administration.
Frank Leto (former CEO of Bryn Mawr), Lynn McKee, and Diego Calderin join WSFS Board.
Systems integration and brand conversion expected in late Q1 2022.
Bryn Mawr Trust wealth management clients to be served by same professionals.

item 2.01 item 5.02 item 7.01 item 9.01

Executive movements

Machine-extracted from this filing. Every card cites the SEC source. See all recent executive movements.

Appointed

Lynn B. McKee

Director

WSFS · WSFS FINANCIAL CORP

Effective: 2022-01-01
Filed: January 3, 2022, 6:59 PM ET

the board of directors of WSFS (the “Board”) increased the number of directors that comprised the Board to 14 directors, an increase of three, and appointed each of Francis J. Leto, Diego F. Calderin and Lynn B. McKee to fill the new seats on the Board, effective as of the Effective Time

Appointed

Diego F. Calderin

Director

WSFS · WSFS FINANCIAL CORP

Effective: 2022-01-01
Filed: January 3, 2022, 6:59 PM ET

the board of directors of WSFS (the “Board”) increased the number of directors that comprised the Board to 14 directors, an increase of three, and appointed each of Francis J. Leto, Diego F. Calderin and Lynn B. McKee to fill the new seats on the Board, effective as of the Effective Time

Appointed

Francis J. Leto

Director

WSFS · WSFS FINANCIAL CORP

Effective: 2022-01-01
Filed: January 3, 2022, 6:59 PM ET

the board of directors of WSFS (the “Board”) increased the number of directors that comprised the Board to 14 directors, an increase of three, and appointed each of Francis J. Leto, Diego F. Calderin and Lynn B. McKee to fill the new seats on the Board, effective as of the Effective Time

Key facts

Extracted from this filing and checked against the source text.

Executive change SEC 8-K Item 5.02 confidence 0.95

Lynn B. McKee was appointed as Director at WSFS FINANCIAL CORP.

Action: appointed
Role: Director

Exact text from the filing

the board of directors of WSFS (the “Board”) increased the number of directors that comprised the Board to 14 directors, an increase of three, and appointed each of Francis J. Leto, Diego F. Calderin and Lynn B. McKee to fill the new seats on the Board, effective as of the Effective Time

View on SEC.gov

Executive change SEC 8-K Item 5.02 confidence 0.95

Diego F. Calderin was appointed as Director at WSFS FINANCIAL CORP.

Action: appointed
Role: Director

Exact text from the filing

the board of directors of WSFS (the “Board”) increased the number of directors that comprised the Board to 14 directors, an increase of three, and appointed each of Francis J. Leto, Diego F. Calderin and Lynn B. McKee to fill the new seats on the Board, effective as of the Effective Time

View on SEC.gov

Executive change SEC 8-K Item 5.02 confidence 0.95

Francis J. Leto was appointed as Director at WSFS FINANCIAL CORP.

Action: appointed
Role: Director

Exact text from the filing

the board of directors of WSFS (the “Board”) increased the number of directors that comprised the Board to 14 directors, an increase of three, and appointed each of Francis J. Leto, Diego F. Calderin and Lynn B. McKee to fill the new seats on the Board, effective as of the Effective Time

View on SEC.gov

WSFS FINANCIAL CORP filing history →

Source: SEC EDGAR

accession 0001552781-22-000016

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