Home/Filings/4/0001225208-19-004482
4//SEC Filing

Gallagher Martin F Jr 4

Accession 0001225208-19-004482

CIK 0001615418other

Filed

Mar 4, 7:00 PM ET

Accepted

Mar 5, 9:00 AM ET

Size

25.1 KB

Accession

0001225208-19-004482

Insider Transaction Report

Form 4
Period: 2019-03-01
Gallagher Martin F Jr
EVP & Chief Credit Officer
Transactions
  • Disposition to Issuer

    Common Stock

    2019-03-0144,0670 total
  • Disposition to Issuer

    Common Stock

    2019-03-0121,4830 total(indirect: By KSOP)
  • Disposition to Issuer

    Common Stock

    2019-03-013,6000 total(indirect: Restricted Stock IX)
  • Disposition to Issuer

    Common Stock

    2019-03-011,7000 total(indirect: Restricted Stock VIII)
  • Disposition to Issuer

    Common Stock

    2019-03-014,4700 total(indirect: Restricted Stock XI)
  • Disposition to Issuer

    Stock Option (Right to Buy)

    2019-03-017,6990 total
    Exercise: $8.40Exp: 2023-01-17Common Stock (7,699 underlying)
  • Disposition to Issuer

    Common Stock

    2019-03-0153,3330 total(indirect: Restricted Stock X)
  • Disposition to Issuer

    Common Stock

    2019-03-015,9000 total(indirect: Restricted Stock XII)
  • Disposition to Issuer

    Stock Option (Right to Buy)

    2019-03-0113,3120 total
    Exercise: $11.41Exp: 2025-02-06Common Stock (13,312 underlying)
  • Disposition to Issuer

    Stock Option (Right to Buy)

    2019-03-0123,0980 total
    Exercise: $10.77Exp: 2024-02-20Common Stock (23,098 underlying)
  • Disposition to Issuer

    Stock Option (Right to Buy)

    2019-03-018,8000 total
    Exercise: $8.30Exp: 2022-03-23Common Stock (8,800 underlying)
Footnotes (9)
  • [F1]Disposed of pursuant to the Agreement and Plan of Reorganization, dated as of August 7, 2018 and amended on November 1, 2018, by and between WSFS Financial Corporation ("WSFS") and Beneficial Bancorp, Inc. ("Beneficial"), pursuant to which Beneficial merged with and into WSFS, with WSFS continuing as the surviving entity (the "Merger"). At the effective time of the Merger (the "Effective Time"), each share of Beneficial common stock issued and outstanding immediately prior to such time (other than certain excluded common stock) was converted into the right to receive 0.3013 of a share of WSFS common stock and $2.93 in cash.
  • [F2]These restricted shares are subject to a three-year cliff vesting schedule whereby no shares vest on the first and second anniversaries of the award, 60% of the shares vest on January 28, 2019, the third anniversary of the award, and thereafter, 20% of the shares each vest on the fourth and fifth anniversaries of the award.
  • [F3]These restricted shares are subject to a three-year cliff vesting schedule whereby no shares vest on the first and second anniversaries of the award, 60% of the shares vest on February 06, 2018, the third anniversary of the award, and thereafter, 20% of the shares each vest on the fourth and fifth anniversaries of the award.
  • [F4]Shares of restricted stock vest in 3 equal annual installments with the first 33 1/3% vesting on June 9, 2017, the first anniversary of the date of the award.
  • [F5]Of the 6,096 shares granted, 3,657 shares will fully vest on January 26, 2020 upon the satisfaction of company performance criteria related to credit quality, return on average assets and total shareholder return. The remaining 2,439 shares are subject to vesting in 3 equal annual installments with the first 33 1/3% vesting on January 26, 2018, the first anniversary of the date of the award.
  • [F6]Of the 6,808 shares granted 4,085 shares will fully vest on January 25, 2021 upon the satisfaction of company performance criteria related to credit quality, return on average assets and total shareholder return. The remaining 2,723 shares are subject to vesting in 3 equal annual installments with the first 33 1/3% vesting on January 25, 2019, the first anniversary of the date of the award.
  • [F7]Stock options are fully vested and exercisable.
  • [F8]At the Effective Time, pursuant to the Agreement and Plan of Reorganization, dated as of August 7, 2018 and amended on November 1, 2018, by and between WSFS and Beneficial, all stock options were cancelled and the reporting person received a cash payment for each stock option equal to the difference, if positive, between $19.50 and the applicable exercise price of such stock option.
  • [F9]Stock options vest in 5 equal annual installments with the first 20% vesting on February 6, 2016, the first anniversary of the date of the grant.

Documents

1 file

Issuer

Beneficial Bancorp Inc.

CIK 0001615418

Entity typeother

Related Parties

1
  • filerCIK 0001567413

Filing Metadata

Form type
4
Filed
Mar 4, 7:00 PM ET
Accepted
Mar 5, 9:00 AM ET
Size
25.1 KB