Calvert A Morgan JR

Insider

First SEC filing: Aug. 26, 2004 · Latest: Feb. 17, 2009

On this page

Insider at Companies where this person is a reporting insider.
Insider transactions Every share this person bought or sold, from Form 4 filings.
Derivatives Options and other derivative holdings reported by this person.
Initial holdings The stakes this person held when they first started reporting.

Insider at

Insider transactions

0 buys (P) 0 sells (S) Net: $0 + 38 non-open-market transactions below last 12 months, based on the transactions shown below

Price change vs current quote, split-adjusted for corporate actions since the filing — not benchmarked, not annualized, not size-weighted

38 other filings hidden

Date	Ticker	Code	Shares	Price	Value	Owned after	Δ own	A/D	vs now
May 5, 2021	CPK	A	683	$117.11	$79,986	47,302 Direct	+1.47%	Acquired	16.6% (price as of 2026-08-21)
May 7, 2020	CPK	A	887	$84.47	$74,925	46,619 Direct	+1.94%	Acquired	61.6% (price as of 2026-08-21)
May 8, 2019	CPK	A	751	$93.14	$69,948	45,732 Direct	+1.67%	Acquired	46.6% (price as of 2026-08-21)
May 9, 2018	CPK	A	792	$75.70	$59,954	44,981 Direct	+1.79%	Acquired	80.3% (price as of 2026-08-21)
May 3, 2017	CPK	A	835	$71.80	$59,953	44,189 Direct	+1.93%	Acquired	90.1% (price as of 2026-08-21)
May 4, 2016	CPK	A	953	$62.90	$59,944	43,354 Direct	+2.25%	Acquired	117.0% (price as of 2026-08-21)
May 5, 2015	CPK	A	1,207	$45.54	$54,967	42,401 Direct	+2.93%	Acquired	199.8% (price as of 2026-08-21)
May 6, 2014	CPK	A	806	$62.00	$49,972	27,463 Direct	+3.02%	Acquired	230.3% (price as of 2026-08-21)
May 2, 2013	CPK	A	857	$52.49	$44,984	26,657 Direct	+3.32%	Acquired	290.1% (price as of 2026-08-21)
May 2, 2012	CPK	A	900	$41.06	$36,954	25,800 Direct	+3.61%	Acquired	398.7% (price as of 2026-08-21)
March 13, 2012	CPK	P	1,000	$42.30	$42,300	22,900 Direct	+4.57%	Acquired	384.1% (price as of 2026-08-21)
March 13, 2012	CPK	P	2,000	$42.30	$84,600	24,900 Direct	+8.73%	Acquired	384.1% (price as of 2026-08-21)
May 6, 2011	CPK	P	510	$40.84	$20,828	21,410 Direct	+2.44%	Acquired	401.4% (price as of 2026-08-21)
May 6, 2011	CPK	P	490	$41.03	$20,105	21,900 Direct	+2.29%	Acquired	399.1% (price as of 2026-08-21)
May 4, 2011	CPK	A	900	$41.02	$36,918	20,900 Direct	+4.50%	Acquired	399.2% (price as of 2026-08-21)
Dec. 16, 2010	WSFS	A	495	$47.22	$23,374	4,170 Direct	+13.47%	Acquired	411.2% (price as of 2026-08-21)
Dec. 2, 2010	WSFS	P	500	$44.34	$22,170	3,400 Indirect	+17.24%	Acquired	444.4% (price as of 2026-08-21)
Nov. 18, 2010	CPK	P	650	$37.78	$24,557	20,000 Direct	+3.36%	Acquired	442.0% (price as of 2026-08-21)
May 7, 2010	CPK	P	1,000	$28.90	$28,900	19,350 Direct	+5.45%	Acquired	608.6% (price as of 2026-08-21)
May 5, 2010	CPK	A	900	$29.99	$26,991	18,350 Direct	+5.16%	Acquired	582.8% (price as of 2026-08-21)
March 9, 2010	CPK	P	1,000	$30.97	$30,970	17,450 Direct	+6.08%	Acquired	561.2% (price as of 2026-08-21)
Nov. 10, 2009	CPK	P	5,000	$32.04	$160,200	16,450 Direct	+43.67%	Acquired	539.1% (price as of 2026-08-21)
Oct. 28, 2009	WSFS	P	500	$27.79	$13,895	2,900 Indirect	+20.83%	Acquired	768.6% (price as of 2026-08-21)
Sept. 1, 2009	WSFS	P	500	$26.45	$13,225	2,400 Indirect	+26.32%	Acquired	812.6% (price as of 2026-08-21)
July 31, 2009	WSFS	A	435	$26.87	$11,688	3,675 Direct	+13.43%	Acquired	798.3% (price as of 2026-08-21)
May 6, 2009	CPK	A	850	$29.76	$25,296	11,450 Direct	+8.02%	Acquired	588.1% (price as of 2026-08-21)
Feb. 2, 2009	WSFS	A	505	$23.19	$11,711	3,240 Direct	+18.46%	Acquired	940.9% (price as of 2026-08-21)
Dec. 17, 2008	WSFS	A	2,310	—	—	2,310 Direct	—	Acquired	(price as of 2026-08-21)
Dec. 17, 2008	WSFS	A	2,310	—	—	2,310 Direct	—	Acquired	(price as of 2026-08-21)
Aug. 27, 2008	CPK	P	500	$31.30	$15,650	10,600 Direct	+4.95%	Acquired	554.2% (price as of 2026-08-21)
July 31, 2008	WSFS	A	215	$54.45	$11,707	2,735 Direct	+8.53%	Acquired	343.3% (price as of 2026-08-21)
May 1, 2008	CPK	A	800	$29.41	$23,528	10,100 Direct	+8.60%	Acquired	596.3% (price as of 2026-08-21)
Jan. 31, 2008	WSFS	A	220	$53.30	$11,726	2,520 Direct	+9.57%	Acquired	352.9% (price as of 2026-08-21)
Dec. 12, 2007	WSFS	A	1,110	—	—	1,110 Direct	—	Acquired	(price as of 2026-08-21)
Aug. 1, 2007	WSFS	P	100	$55.87	$5,587	1,900 Indirect	+5.56%	Acquired	332.0% (price as of 2026-08-21)
Aug. 1, 2007	WSFS	P	98	$55.76	$5,464	1,800 Indirect	+5.76%	Acquired	332.9% (price as of 2026-08-21)
Aug. 1, 2007	WSFS	P	202	$55.81	$11,274	1,702 Indirect	+13.47%	Acquired	332.5% (price as of 2026-08-21)
May 2, 2007	CPK	A	750	$31.38	$23,535	9,300 Direct	+8.77%	Acquired	552.6% (price as of 2026-08-21)
Jan. 31, 2007	WSFS	A	600	$69.39	$41,634	2,300 Direct	+35.29%	Acquired	247.9% (price as of 2026-08-21)
Dec. 19, 2006	WSFS	P	300	$63.95	$19,185	1,500 Indirect	+25.00%	Acquired	277.5% (price as of 2026-08-21)
Dec. 13, 2006	WSFS	A	1,223	—	—	1,223 Direct	—	Acquired	(price as of 2026-08-21)
Dec. 13, 2006	CPK	P	500	$30.80	$15,400	8,550 Direct	+6.21%	Acquired	564.9% (price as of 2026-08-21)
Dec. 4, 2006	CPK	P	100	$30.35	$3,035	7,850 Direct	+1.29%	Acquired	574.7% (price as of 2026-08-21)
Dec. 4, 2006	CPK	P	200	$30.39	$6,078	8,050 Direct	+2.55%	Acquired	573.8% (price as of 2026-08-21)
May 8, 2006	WSFS	P	300	$61.38	$18,414	1,200 Indirect	+33.33%	Acquired	293.3% (price as of 2026-08-21)
May 2, 2006	CPK	A	750	$30.02	$22,515	7,750 Direct	+10.71%	Acquired	582.1% (price as of 2026-08-21)
Jan. 20, 2006	WSFS	A	600	$63.26	$37,956	1,700 Direct	+54.55%	Acquired	281.6% (price as of 2026-08-21)
Dec. 15, 2005	WSFS	A	1,400	—	—	1,400 Direct	—	Acquired	(price as of 2026-08-21)
Dec. 1, 2005	CPK	P	300	$31.05	$9,315	7,000 Direct	+4.48%	Acquired	559.5% (price as of 2026-08-21)
Aug. 11, 2005	WSFS	P	400	$58.15	$23,260	900 Indirect	+80.00%	Acquired	315.1% (price as of 2026-08-21)
May 9, 2005	WSFS	P	184	$53.01	$9,754	500 Indirect	+58.23%	Acquired	355.3% (price as of 2026-08-21)
May 9, 2005	WSFS	P	100	$52.99	$5,299	316 Indirect	+46.30%	Acquired	355.5% (price as of 2026-08-21)
May 9, 2005	WSFS	P	100	$52.88	$5,288	216 Indirect	+86.21%	Acquired	356.5% (price as of 2026-08-21)
May 9, 2005	WSFS	P	100	$52.80	$5,280	116 Indirect	+625.00%	Acquired	357.2% (price as of 2026-08-21)
May 9, 2005	WSFS	P	16	$52.70	$843	16 Indirect	—	Acquired	358.0% (price as of 2026-08-21)
May 9, 2005	WSFS	A	184	$53.01	$9,754	500 Indirect	+58.23%	Acquired	355.3% (price as of 2026-08-21)
May 9, 2005	WSFS	A	100	$52.99	$5,299	316 Indirect	+46.30%	Acquired	355.5% (price as of 2026-08-21)
May 9, 2005	WSFS	A	100	$52.88	$5,288	216 Indirect	+86.21%	Acquired	356.5% (price as of 2026-08-21)
May 9, 2005	WSFS	A	100	$52.80	$5,280	116 Indirect	+625.00%	Acquired	357.2% (price as of 2026-08-21)
May 9, 2005	WSFS	A	16	$52.70	$843	16 Indirect	—	Acquired	358.0% (price as of 2026-08-21)
May 9, 2005	CPK	P	500	$26.74	$13,370	6,700 Direct	+8.06%	Acquired	665.8% (price as of 2026-08-21)
May 5, 2005	CPK	A	600	$24.68	$14,808	6,200 Direct	+10.71%	Acquired	729.7% (price as of 2026-08-21)
Jan. 14, 2005	WSFS	A	600	$58.20	$34,920	1,100 Direct	+120.00%	Acquired	314.7% (price as of 2026-08-21)
Dec. 16, 2004	WSFS	A	3,500	$58.75	$205,625	6,000 Direct	+140.00%	Acquired	310.9% (price as of 2026-08-21)
Nov. 17, 2004	WSFS	P	46	$58.87	$2,708	500 Direct	+10.13%	Acquired	310.0% (price as of 2026-08-21)
Nov. 17, 2004	WSFS	P	204	$58.75	$11,985	454 Direct	+81.60%	Acquired	310.9% (price as of 2026-08-21)
May 6, 2004	CPK	A	600	$22.68	$13,608	5,600 Direct	+12.00%	Acquired	802.9% (price as of 2026-08-21)
Nov. 11, 2003	CPK	P	600	$24.92	$14,952	4,600 Direct	+15.00%	Acquired	721.7% (price as of 2026-08-21)
Nov. 11, 2003	CPK	P	300	$24.90	$7,470	4,900 Direct	+6.52%	Acquired	722.4% (price as of 2026-08-21)
Nov. 11, 2003	CPK	P	100	$24.89	$2,489	5,000 Direct	+2.04%	Acquired	722.7% (price as of 2026-08-21)
Aug. 27, 2003	CPK	P	200	$23.60	$4,720	4,000 Direct	+5.26%	Acquired	767.7% (price as of 2026-08-21)
May 4, 2002	CPK	A	652	$130.36	$84,995	47,954 Direct	+1.38%	Acquired	57.1% (price as of 2026-08-21)

P = Open-market purchase · S = Sale · A = Grant/award · M = Option exercise · G = Gift · F = Tax withholding

Insider transactions are not a recommendation; sales are often driven by liquidity or tax reasons.

Derivative holdings (Form 4 Table II)

Options, RSUs and convertible securities reported on Form 4 Table II.

Date	Ticker	Security	Underlying	Exercise price	Expiration	Shares	A/D
Dec. 17, 2008	WSFS	Stock Options (Right to Buy)	Common Stock (2,310)	—	Dec. 17, 2013	2,310	Acquired
Dec. 17, 2008	WSFS	Stock Options (Right to Buy)	Common Stock (2,310)	$46.70	Dec. 17, 2013	2,310	Acquired
Dec. 12, 2007	WSFS	Stock Options (Right to Buy)	Common Stock (1,110)	$53.39	Dec. 12, 2012	1,110	Acquired
Dec. 13, 2006	WSFS	Stock Options (Right to Buy)	Common Stock (1,223)	$65.20	Dec. 13, 2011	1,223	Acquired
Dec. 15, 2005	WSFS	Stock Options (Right to Buy)	Common Stock (1,400)	$63.67	Dec. 15, 2010	1,400	Acquired
Dec. 16, 2004	WSFS	Stock Options (Right to Buy)	Common Stock (3,500)	$58.75	Dec. 16, 2014	3,500	Acquired

Exercise/conversion price is blank when not applicable (e.g. RSUs).

Initial ownership (Form 3) 2 holdings

Securities held when first becoming an insider, per SEC Form 3.

Date	Ticker	Security	Shares	Ownership
Aug. 26, 2004	WSFS	Common Stock	250	Direct
Aug. 26, 2004	WSFS	Stock Options (Right to buy)→ Common Stock (2,500)	2,500	Direct