Private company

William Penn Bancorporation

William Penn Bancorporation is an American savings institutions company, incorporated in Maryland.1 It is headquartered in Bristol, Pennsylvania.1

Last updated Oct 20, 2026.

Overview

$168.0KNet income, fiscal 20242
  • IndustrySavings Institutions, Not Federally Chartered1
  • HeadquartersBristol, Pennsylvania1
  • Incorporated inMD3
  • Business address10 Canal Street, Suite 104, Bristol, Pa 190073
  • Filer category, Emerging growth company3

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William Penn Bancorporation (“the Company”) is a Maryland corporation that was incorporated in July 2020 to be the successor to William Penn Bancorp, Inc. (“William Penn Bancorp”) upon completion of the second-step conversion of William Penn Bank (the “Bank”) from the mutual holding company structure to the stock holding company structure. William Penn, MHC was the former mutual holding company for William Penn Bancorp prior to completion of the second-step conversion. In conjunction with the second-step conversion, each of William Penn, MHC and William Penn Bancorp ceased to exist. The second-step conversion was completed on March 24, 2021, at which time the Company sold, for gross proceeds of $126.4 million, a total of 12,640,035 shares of common stock at $10.00 per share. As part of the second-step conversion, each of the existing 776,647 outstanding shares of William Penn Bancorp com…5 From its latest annual report

Financials

From the company’s reports to the SEC. Every number links to the filing it came from.

Key numbers, fiscal 2024

0.1%Return on equity2
$179.0KFree cash flow2

Financial statements

Net income6782$168.0K in 2024−87% since 2020
0$2.0M$4.0M$6.0M2020: $1.3M$1.3M20202021: $3.8M$3.8M2021+185%2022: $4.2M$4.2M2022+12%2023: $2.8M$2.8M2023−34%2024: $168.0K$168.0K2024−94%
Fiscal year201920202021202220232024
Interest$5.0M6$4.3M7$2.5M8$7.3M8
Income before tax$4.8M8$3.0M2-$290.0K2
Income tax-$387.0K6$947.0K7$568.0K8$200.0K2-$458.0K2
Net income$1.3M6$3.8M7$4.2M8$2.8M2$168.0K2
Earnings per share$0.267$0.308$0.222$0.022
Earnings per share (diluted)$0.267$0.308$0.222$0.022
Shares (weighted, basic)14.3M shares812.7M shares29.0M shares2
Shares (weighted, diluted)14.3M shares812.7M shares29.1M shares2

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Corporate structure

William Penn Bancorporation sits at the top of its group. 3 entities, 1 country on record. Switch between the flow chart and the network, and select any entity to see its details.

Major holders of William Penn Bancorporation

  • VANGUARD GROUP INC Filed SCHEDULE 13G/A on William Penn Bancorporation, latest Apr 30, 2025 (3 filings since Nov 4, 2024)
  • William Penn Bank Employee Stock Ownership Plan Filed SC 13G/A on William Penn Bancorporation, latest Feb 8, 2024 (3 filings since Feb 9, 2022)
  • William Penn Bancorporation Bristol, Pennsylvania
    • William Penn Bank Subsidiary · Pennsylvania, United States
    • WPSLA Investment Corporation Subsidiary · Delaware, United States

Built from subsidiaries listed in Exhibit 21 of annual reports filed with the SEC; major holders from Schedules 13D and 13G. Each entity in the chart links to its source.

What it owns

What William Penn Bancorporation reports owning in its annual reports to the SEC: buildings, land and equipment, real estate and locations, investments, intangible assets and inventory, at the end of its latest fiscal year and a year before.

Property and equipment

ItemLatestA year beforeChange
Property and equipment, before depreciation$11.7M2 Jun 30, 2024$13.2M2 Jun 30, 2023−11.2%
Accumulated depreciation$4.5M2 Jun 30, 2024$4.1M2 Jun 30, 2023+9.5%
Property and equipment, net$7.2M2 Jun 30, 2024$9.1M2 Jun 30, 2023−20.6%
Operating-lease assets (leased space)$8.3M2 Jun 30, 2024$8.9M2 Jun 30, 2023−7.1%

Investments

ItemLatestA year beforeChange
Debt securities available for sale$165.1M2 Jun 30, 2023$182.7M8 Jun 30, 2022−9.6%
Debt securities held to maturity$99.7M2 Jun 30, 2023$102.1M8 Jun 30, 2022−2.4%
Equity securities at fair value$2.0M2 Jun 30, 2024$1.6M2 Jun 30, 2023+23.8%
Loans, net of allowance$470.6M2 Jun 30, 2024
Deposits held (banks)$629.8M2 Jun 30, 2024$635.3M2 Jun 30, 2023−0.9%

Intangibles and goodwill

ItemLatestA year beforeChange
Goodwill$4.9M2 Jun 30, 2024$4.9M2 Jun 30, 20230%
Intangible assets, net (excluding goodwill)$356.0K2 Jun 30, 2024$519.0K2 Jun 30, 2023−31.4%
Finite-lived intangibles, gross$1.7M2 Jun 30, 2024$1.7M2 Jun 30, 20230%
Accumulated amortization$1.3M2 Jun 30, 2024$1.2M2 Jun 30, 2023+13.9%
Finite-lived intangibles, net$356.0K2 Jun 30, 2024$519.0K2 Jun 30, 2023−31.4%

Leadership

Who has led William Penn Bancorporation, and when. Pick a name to see everywhere that person has worked.

Chief executive

  1. Kenneth John Stephon2021–now

President

  1. Kenneth John Stephon2021–now

Chief financial officer

  1. Jonathan Thomas Logan2021–now

Chief operating officer

  1. Gregory Scott Garcia2021
  2. Amy Jean Hannigan2021–now
2025
Board members and other officers (15)

Subsidiaries and ownership

Subsidiaries (Exhibit 21)

  • WPSLA Investment Corporation Delaware4
  • William Penn Bank Pennsylvania4

The subsidiaries the company lists in Exhibit 21 of its annual report, as filed.

Timeline

  1. May 1, 20258-K Completed an acquisition or sale; Listing notice or transfer; Change to shareholders' rights29
  2. Apr 24, 20258-K Other events30
  3. Apr 3, 20258-K Shareholder vote; Other events31
  4. Mar 28, 20258-K Other events32
  5. Jan 15, 20258-K Results of operations; Other events33
  6. Dec 11, 20248-K Regulation FD disclosure34
  7. Nov 20, 20248-K Shareholder vote35
  8. Nov 1, 20248-K Entered a material agreement; Executive or director change; Other events36
  9. Oct 16, 20248-K Results of operations; Other events37
  10. Jul 17, 20248-K Results of operations; Other events38
  11. Apr 17, 20248-K Results of operations; Other events39
  12. Jan 17, 20248-K Results of operations; Other events40
  13. Mar 19, 2021New chief executive Kenneth John Stephon becomes CEO11

Calendar

When it reported results

  1. Jan 15, 2025Reported quarterly or annual results33
  2. Oct 16, 2024Reported quarterly or annual results37
  3. Jul 17, 2024Reported quarterly or annual results38
  4. Apr 17, 2024Reported quarterly or annual results39
  5. Jan 17, 2024Reported quarterly or annual results40
  6. Oct 18, 2023Reported quarterly or annual results41
  7. Jul 19, 2023Reported quarterly or annual results42
  8. Apr 19, 2023Reported quarterly or annual results43

Upcoming dates from Nasdaq's calendar; past results from the company's 8-K filings (Item 2.02). The full markets calendar

Filings

191 filings to the SEC since October 2021: 3 annual reports, 11 quarterly reports, 36 major events, 111 insider forms, 6 large holders, 24 other. The latest 20:

  1. Jun 27, 202511-K EDGAR
  2. May 12, 202515-12G EDGAR
  3. May 1, 20254 PRIMARY DOCUMENT EDGAR
  4. May 1, 20254 PRIMARY DOCUMENT EDGAR
  5. May 1, 20254 PRIMARY DOCUMENT EDGAR
  6. May 1, 20254 PRIMARY DOCUMENT EDGAR
  7. May 1, 20254 PRIMARY DOCUMENT EDGAR
  8. May 1, 20254 PRIMARY DOCUMENT EDGAR
  9. May 1, 20254 PRIMARY DOCUMENT EDGAR
  10. May 1, 20254 PRIMARY DOCUMENT EDGAR
  11. May 1, 20254 PRIMARY DOCUMENT EDGAR
  12. May 1, 20254 PRIMARY DOCUMENT EDGAR
  13. May 1, 20254 PRIMARY DOCUMENT EDGAR
  14. May 1, 2025S-8 POS EDGAR
  15. May 1, 2025S-8 POS EDGAR
  16. May 1, 20258-K EDGAR
  17. Apr 30, 2025SCHEDULE 13G/A EDGAR
  18. Apr 24, 20258-K EDGAR
  19. Apr 24, 20254 PRIMARY DOCUMENT EDGAR
  20. Apr 3, 20258-K EDGAR

The 191 filings since October 2021 can be filtered by form type and year here when JavaScript is on.

Every filing from the last five years, summarized. The full record is on SEC EDGAR.

Insider trades

48 open-market trades by officers, directors and large owners since October 2021: 44 buys and 4 sales. Grants, option exercises and gifts are left out.

DateWhoTradeSharesPriceValueFiling
Jan 23, 2024Molden Christopher MatthewDirectorBuy1,530$12.53$19.2KForm 4
Jan 22, 2024Molden Christopher MatthewDirectorBuy156$12.35$1.9KForm 4
Nov 13, 2023Molden Christopher MatthewDirectorBuy1,000$11.75$11.8KForm 4
Sep 14, 2023Molden Christopher MatthewDirectorBuy590$12.45$7.3KForm 4
Sep 13, 2023Molden Christopher MatthewDirectorBuy778$12.45$9.7KForm 4
Sep 12, 2023Molden Christopher MatthewDirectorBuy132$12.45$1.6KForm 4
Sep 5, 2023Stephon Kenneth JohnPresident and CEOBuy400$12.15$4.9KForm 4
May 25, 2023Molden Christopher MatthewDirectorBuy2,000$9.85$19.7KForm 4
Apr 24, 2023Molden Christopher MatthewDirectorBuy1,294$10.61$13.7KForm 4
Mar 13, 2023Stephon Kenneth JohnPresident and CEOBuy5,000$10.68$53.4KForm 4
Feb 17, 2023TURNER ALAN BEVP and CLOBuy250$11.89$3.0KForm 4
Feb 3, 2023Stephon Kenneth JohnPresident and CEOBuy2,035$11.82$24.1KForm 4
Feb 2, 2023Stephon Kenneth JohnPresident and CEOBuy2,925$11.83$34.6KForm 4
Nov 18, 2022TURNER ALAN BEVP and CLOBuy400$11.45$4.6KForm 4
Nov 17, 2022Stephon Kenneth JohnPresident and CEOBuy1,144$11.40$13.0KForm 4
Nov 7, 2022Cimino JeannineEVP and CROBuy775$11.38$8.8KForm 4
Aug 29, 2022TURNER ALAN BEVP and CLOBuy325$11.57$3.8KForm 4
Aug 3, 2022Stephon Kenneth JohnPresident and CEOBuy500$11.30$5.7KForm 4
Jul 28, 2022Stephon Kenneth JohnPresident and CEOBuy2,750$11.59$31.9KForm 4
Jul 27, 2022TURNER ALAN BEVP and CLOBuy235$11.53$2.7KForm 4

All 48 trades can be filtered by person here when JavaScript is on.

From Forms 4 filed with the SEC.

Major holders

Investors who own more than 5% of the shares must tell the SEC: a 13D if they may seek to influence the company, a 13G if they hold passively.

SEC filer profile

How William Penn Bancorporation is registered with the Securities and Exchange Commission, from its EDGAR record and the cover page of its latest annual report.

  • Name on EDGARWilliam Penn Bancorporation1
  • CIK0001828376
  • Filer status<br>emerging growth company1
  • Incorporated inMaryland1
  • Fiscal year endsJune 301
  • Industry code (SIC)6036 Savings Institutions, Not Federally Chartered1
  • SEC reviewing officeOffice of Finance, Division of Corporation Finance1
  • Business address10 Canal Street, Suite 104, Bristol, PA 190071
  • Phone267-540-85001
  • Shares outstanding9,208,217 as of Feb 6, 202510
  • Public float$117.7M as of Dec 31, 20232
  • On EDGAR sinceOct 15, 20201
  • Filings286 in all: 4 (149), 8-K (49), 3 (17), 10-Q (13), 11-K (5), 425 (5), DEF 14A (5), DEFA14A (5)1
    All 30 form types

    10-K (4), CORRESP (4), SC 13G/A (4), 424B3 (3), S-1/A (3), S-8 (2), S-8 POS (2), UPLOAD (2), 11-K/A (1), 144 (1), 15-12G (1), 25-NSE (1), 4/A (1), 8-A12B (1), CERT (1), DEFM14A (1), EFFECT (1), PRE 14A (1), S-1 (1), SC 13G (1), SCHEDULE 13G (1), SCHEDULE 13G/A (1)

  • Latest filingsAnnual report (10-K) Sep 5, 2024
    Quarterly report (10-Q) Feb 6, 2025
    Proxy statement (DEF 14A) Oct 11, 2024
    Latest 8-K (8-K) May 1, 2025

Sources

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    SEC EDGAROther events
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    SEC EDGAROther events
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