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Nasdaq · USD

UVSP

UNIVEST FINANCIAL Corp

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Tapewire entity
4881
SEC CIK
0000102212
Parsed reports
534

Last 12 months

Inside the activity.

3 purchase rows · 11 sale rows

Disclosed non-derivative P/S rows, by transaction month. Includes amendments and private transactions.
Monthly counts
MonthPurchasesSales
Nov 202520
Dec 202504
Jan 202600
Feb 202610
Mar 202600
Apr 202601
May 202601
Jun 202603
Jul 202600
Aug 202602
Sep 202600
Oct 202600

Latest available

Insider transactions

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Purchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”

The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.

Transaction dateOwner / reported roleActivity / securityShares / unitsReported priceReported valueDetails
March 15, 2025 Filed Mar 19, 2025 19:30 UTC
Keim Michael SSenior EVP & COO
Exercise / conversionCommon 1,150 $0.00 $0.00
Disclosure

SEC source: 0001566245-25-000004 · wk-form4_1742412642.xml · nonDerivative · entry 2

Keim Michael S · CIK 0001566245 · Senior EVP & COO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 57,716.077

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · balance_after: REPRESENTS THE SETTLEMENT OF ONE SHARE OF COMMON STOCK UPON VESTING OF THE CORRESPONDING NUMBER OF RESTRICTED STOCK UNITS.

F2 · balance_after: INCLUDES 7,154.509 SHARES ACQUIRED THROUGH THE DIVIDEND REINVESTMENT PLAN.

Read SEC document
March 15, 2025 Filed Mar 19, 2025 19:30 UTC
Keim Michael SSenior EVP & COO
Exercise / conversionCommon 887 $0.00 $0.00
Disclosure

SEC source: 0001566245-25-000004 · wk-form4_1742412642.xml · nonDerivative · entry 1

Keim Michael S · CIK 0001566245 · Senior EVP & COO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 56,566.077

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · balance_after: REPRESENTS THE SETTLEMENT OF ONE SHARE OF COMMON STOCK UPON VESTING OF THE CORRESPONDING NUMBER OF RESTRICTED STOCK UNITS.

F2 · balance_after: INCLUDES 7,154.509 SHARES ACQUIRED THROUGH THE DIVIDEND REINVESTMENT PLAN.

Read SEC document
February 03, 2025 Filed Feb 4, 2025 15:44 UTC PurchaseCommon 618 $30.19 $18,657.42
Disclosure

SEC source: 0001377274-25-000004 · wk-form4_1738683837.xml · nonDerivative · entry 2

Paquin Natalye · CIK 0001377274 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 25,243.9831

F2 · balance_after: INCLUDES 1,007.9831 SHARES ACQUIRED THROUGH THE DIVIDEND REINVESTMENT PLAN.

Read SEC document
January 31, 2025 Filed Feb 4, 2025 15:51 UTC GrantRestricted Stock Units · Derivative 1,399 $0.00 $0.00
Disclosure

SEC source: 0001644167-25-000004 · wk-form4_1738684281.xml · derivative · entry 3

Zimmerman Charles H · CIK 0001644167 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,399

Underlying: Common · 1,399 shares

Expires 2027-01-31

F4 · derivative.exercise_price: EACH RESTRICTED STOCK UNIT REPRESENTS A CONTINGENT RIGHT TO RECEIVE ONE SHARE OF COMMON STOCK UPON VESTING OF THE UNIT.

F3 · derivative.exercise_date: THE RESTRICTED STOCK UNITS VEST ON THE DATE INDICATED, ASSUMING CONTINUED SERVICE THROUGH THE VESTING DATE.

F3 · derivative.expiration_date: THE RESTRICTED STOCK UNITS VEST ON THE DATE INDICATED, ASSUMING CONTINUED SERVICE THROUGH THE VESTING DATE.

Read SEC document
January 31, 2025 Filed Feb 4, 2025 15:51 UTC Exercise / conversionRestricted Stock Units · Derivative 1,290 $0.00 $0.00
Disclosure

SEC source: 0001644167-25-000004 · wk-form4_1738684281.xml · derivative · entry 2

Zimmerman Charles H · CIK 0001644167 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common · 1,290 shares

Expires 2025-01-31

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · derivative.exercise_price: REPRESENTS THE SETTLEMENT OF ONE SHARE OF COMMON STOCK UPON VESTING OF THE CORRESPONDING NUMBER OF RESTRICTED STOCK UNITS.

F3 · derivative.exercise_date: THE RESTRICTED STOCK UNITS VEST ON THE DATE INDICATED, ASSUMING CONTINUED SERVICE THROUGH THE VESTING DATE.

F3 · derivative.expiration_date: THE RESTRICTED STOCK UNITS VEST ON THE DATE INDICATED, ASSUMING CONTINUED SERVICE THROUGH THE VESTING DATE.

Read SEC document
January 31, 2025 Filed Feb 4, 2025 15:51 UTC Exercise / conversionCommon 1,290 $0.00 $0.00
Disclosure

SEC source: 0001644167-25-000004 · wk-form4_1738684281.xml · nonDerivative · entry 1

Zimmerman Charles H · CIK 0001644167 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 15,334.1709

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · price: REPRESENTS THE SETTLEMENT OF ONE SHARE OF COMMON STOCK UPON VESTING OF THE CORRESPONDING NUMBER OF RESTRICTED STOCK UNITS.

F2 · balance_after: INCLUDES 1,404.985 SHARES ACQUIRED THROUGH THE DIVIDEND REINVESTMENT PLAN.

Read SEC document
January 31, 2025 Filed Feb 4, 2025 15:52 UTC
Vazquez AnneDirector
GrantRestricted Stock Units · Derivative 1,399 $0.00 $0.00
Disclosure

SEC source: 0002002240-25-000004 · wk-form4_1738684345.xml · derivative · entry 2

Vazquez Anne · CIK 0002002240 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,399

Underlying: Common · 1,399 shares

Expires 2027-01-31

F1 · derivative.exercise_price: EACH RESTRICTED STOCK UNIT REPRESENTS A CONTINGENT RIGHT TO RECEIVE ONE SHARE OF COMMON STOCK UPON VESTING OF THE UNIT.

F2 · derivative.exercise_date: THE RESTRICTED STOCK UNITS VEST ON THE DATE INDICATED, ASSUMING CONTINUED SERVICE THROUGH THE VESTING DATE.

F2 · derivative.expiration_date: THE RESTRICTED STOCK UNITS VEST ON THE DATE INDICATED, ASSUMING CONTINUED SERVICE THROUGH THE VESTING DATE.

Read SEC document
January 31, 2025 Filed Feb 4, 2025 15:50 UTC GrantRestricted Stock Units · Derivative 1,399 $0.00 $0.00
Disclosure

SEC source: 0001727091-25-000004 · wk-form4_1738684220.xml · derivative · entry 3

Wonderling Robert C · CIK 0001727091 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,399

Underlying: Common · 1,399 shares

Expires 2027-01-31

F4 · derivative.exercise_price: EACH RESTRICTED STOCK UNIT REPRESENTS A CONTINGENT RIGHT TO RECEIVE ONE SHARE OF COMMON STOCK UPON VESTING OF THE UNIT.

F3 · derivative.exercise_date: THE RESTRICTED STOCK UNITS VEST ON THE DATE INDICATED, ASSUMING CONTINUED SERVICE THROUGH THE VESTING DATE.

F3 · derivative.expiration_date: THE RESTRICTED STOCK UNITS VEST ON THE DATE INDICATED, ASSUMING CONTINUED SERVICE THROUGH THE VESTING DATE.

Read SEC document
January 31, 2025 Filed Feb 4, 2025 15:50 UTC Exercise / conversionRestricted Stock Units · Derivative 1,290 $0.00 $0.00
Disclosure

SEC source: 0001727091-25-000004 · wk-form4_1738684220.xml · derivative · entry 2

Wonderling Robert C · CIK 0001727091 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common · 1,290 shares

Expires 2025-01-31

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · derivative.exercise_price: REPRESENTS THE SETTLEMENT OF ONE SHARE OF COMMON STOCK UPON VESTING OF THE CORRESPONDING NUMBER OF RESTRICTED STOCK UNITS.

F3 · derivative.exercise_date: THE RESTRICTED STOCK UNITS VEST ON THE DATE INDICATED, ASSUMING CONTINUED SERVICE THROUGH THE VESTING DATE.

F3 · derivative.expiration_date: THE RESTRICTED STOCK UNITS VEST ON THE DATE INDICATED, ASSUMING CONTINUED SERVICE THROUGH THE VESTING DATE.

Read SEC document
January 31, 2025 Filed Feb 4, 2025 15:50 UTC Exercise / conversionCommon 1,290 $0.00 $0.00
Disclosure

SEC source: 0001727091-25-000004 · wk-form4_1738684220.xml · nonDerivative · entry 1

Wonderling Robert C · CIK 0001727091 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 17,364.1012

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · price: REPRESENTS THE SETTLEMENT OF ONE SHARE OF COMMON STOCK UPON VESTING OF THE CORRESPONDING NUMBER OF RESTRICTED STOCK UNITS.

F2 · balance_after: INCLUDES 771.1012 SHARES ACQUIRED THROUGH THE DIVIDEND REINVESTMENT PLAN.

Read SEC document
January 31, 2025 Filed Feb 4, 2025 15:48 UTC GrantRestricted Stock Units · Derivative 1,399 $0.00 $0.00
Disclosure

SEC source: 0001629911-25-000004 · wk-form4_1738684076.xml · derivative · entry 3

Turner Michael L. · CIK 0001629911 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,399

Underlying: Common · 1,399 shares

Expires 2027-01-31

F4 · derivative.exercise_price: EACH RESTRICTED STOCK UNIT REPRESENTS A CONTINGENT RIGHT TO RECEIVE ONE SHARE OF COMMON STOCK UPON VESTING OF THE UNIT.

F3 · derivative.exercise_date: THE RESTRICTED STOCK UNITS VEST ON THE DATE INDICATED, ASSUMING CONTINUED SERVICE THROUGH THE VESTING DATE.

F3 · derivative.expiration_date: THE RESTRICTED STOCK UNITS VEST ON THE DATE INDICATED, ASSUMING CONTINUED SERVICE THROUGH THE VESTING DATE.

Read SEC document
January 31, 2025 Filed Feb 4, 2025 15:48 UTC Exercise / conversionRestricted Stock Units · Derivative 1,290 $0.00 $0.00
Disclosure

SEC source: 0001629911-25-000004 · wk-form4_1738684076.xml · derivative · entry 2

Turner Michael L. · CIK 0001629911 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common · 1,290 shares

Expires 2025-01-31

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · derivative.exercise_price: REPRESENTS THE SETTLEMENT OF ONE SHARE OF COMMON STOCK UPON VESTING OF THE CORRESPONDING NUMBER OF RESTRICTED STOCK UNITS.

F3 · derivative.exercise_date: THE RESTRICTED STOCK UNITS VEST ON THE DATE INDICATED, ASSUMING CONTINUED SERVICE THROUGH THE VESTING DATE.

F3 · derivative.expiration_date: THE RESTRICTED STOCK UNITS VEST ON THE DATE INDICATED, ASSUMING CONTINUED SERVICE THROUGH THE VESTING DATE.

Read SEC document
January 31, 2025 Filed Feb 4, 2025 15:48 UTC Exercise / conversionCommon 1,290 $0.00 $0.00
Disclosure

SEC source: 0001629911-25-000004 · wk-form4_1738684076.xml · nonDerivative · entry 1

Turner Michael L. · CIK 0001629911 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 30,378.2352

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · price: REPRESENTS THE SETTLEMENT OF ONE SHARE OF COMMON STOCK UPON VESTING OF THE CORRESPONDING NUMBER OF RESTRICTED STOCK UNITS.

F2 · balance_after: INCLUDES 1,828.2352 SHARES ACQUIRED THROUGH THE DIVIDEND REINVESTMENT PLAN.

Read SEC document
January 31, 2025 Filed Feb 4, 2025 15:46 UTC GrantRestricted Stock Units · Derivative 1,399 $0.00 $0.00
Disclosure

SEC source: 0001254295-25-000004 · wk-form4_1738683974.xml · derivative · entry 4

PETRO THOMAS M · CIK 0001254295 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,399

Underlying: Common · 1,399 shares

Expires 2027-01-31

F4 · derivative.exercise_price: EACH RESTRICTED STOCK UNIT REPRESENTS A CONTINGENT RIGHT TO RECEIVE ONE SHARE OF COMMON STOCK UPON VESTING OF THE UNIT.

F3 · derivative.exercise_date: THE RESTRICTED STOCK UNITS VEST ON THE DATE INDICATED, ASSUMING CONTINUED SERVICE THROUGH THE VESTING DATE.

F3 · derivative.expiration_date: THE RESTRICTED STOCK UNITS VEST ON THE DATE INDICATED, ASSUMING CONTINUED SERVICE THROUGH THE VESTING DATE.

Read SEC document
January 31, 2025 Filed Feb 4, 2025 15:46 UTC Exercise / conversionRestricted Stock Units · Derivative 1,290 $0.00 $0.00
Disclosure

SEC source: 0001254295-25-000004 · wk-form4_1738683974.xml · derivative · entry 3

PETRO THOMAS M · CIK 0001254295 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common · 1,290 shares

Expires 2025-01-31

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · derivative.exercise_price: REPRESENTS THE SETTLEMENT OF ONE SHARE OF COMMON STOCK UPON VESTING OF THE CORRESPONDING NUMBER OF RESTRICTED STOCK UNITS.

F3 · derivative.exercise_date: THE RESTRICTED STOCK UNITS VEST ON THE DATE INDICATED, ASSUMING CONTINUED SERVICE THROUGH THE VESTING DATE.

F3 · derivative.expiration_date: THE RESTRICTED STOCK UNITS VEST ON THE DATE INDICATED, ASSUMING CONTINUED SERVICE THROUGH THE VESTING DATE.

Read SEC document
January 31, 2025 Filed Feb 4, 2025 15:46 UTC Exercise / conversionCommon 1,290 $0.00 $0.00
Disclosure

SEC source: 0001254295-25-000004 · wk-form4_1738683974.xml · nonDerivative · entry 1

PETRO THOMAS M · CIK 0001254295 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 58,984.4252

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · price: REPRESENTS THE SETTLEMENT OF ONE SHARE OF COMMON STOCK UPON VESTING OF THE CORRESPONDING NUMBER OF RESTRICTED STOCK UNITS.

F2 · balance_after: INCLUDES 1,071.4252 SHARES ACQUIRED THROUGH THE DIVIDEND REINVESTMENT PLAN.

Read SEC document
January 31, 2025 Filed Feb 4, 2025 15:44 UTC GrantRestricted Stock Units · Derivative 1,399 $0.00 $0.00
Disclosure

SEC source: 0001377274-25-000004 · wk-form4_1738683837.xml · derivative · entry 4

Paquin Natalye · CIK 0001377274 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,399

Underlying: Common · 1,399 shares

Expires 2027-01-31

F4 · derivative.exercise_price: EACH RESTRICTED STOCK UNIT REPRESENTS A CONTINGENT RIGHT TO RECEIVE ONE SHARE OF COMMON STOCK UPON VESTING OF THE UNIT.

F3 · derivative.exercise_date: THE RESTRICTED STOCK UNITS VEST ON THE DATE INDICATED, ASSUMING CONTINUED SERVICE THROUGH THE VESTING DATE.

F3 · derivative.expiration_date: THE RESTRICTED STOCK UNITS VEST ON THE DATE INDICATED, ASSUMING CONTINUED SERVICE THROUGH THE VESTING DATE.

Read SEC document
January 31, 2025 Filed Feb 4, 2025 15:44 UTC Exercise / conversionRestricted Stock Units · Derivative 1,290 $0.00 $0.00
Disclosure

SEC source: 0001377274-25-000004 · wk-form4_1738683837.xml · derivative · entry 3

Paquin Natalye · CIK 0001377274 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common · 1,290 shares

Expires 2025-01-31

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · derivative.exercise_price: REPRESENTS THE SETTLEMENT OF ONE SHARE OF COMMON STOCK UPON VESTING OF THE CORRESPONDING NUMBER OF RESTRICTED STOCK UNITS.

F3 · derivative.exercise_date: THE RESTRICTED STOCK UNITS VEST ON THE DATE INDICATED, ASSUMING CONTINUED SERVICE THROUGH THE VESTING DATE.

F3 · derivative.expiration_date: THE RESTRICTED STOCK UNITS VEST ON THE DATE INDICATED, ASSUMING CONTINUED SERVICE THROUGH THE VESTING DATE.

Read SEC document
January 31, 2025 Filed Feb 4, 2025 15:44 UTC Exercise / conversionCommon 1,290 $0.00 $0.00
Disclosure

SEC source: 0001377274-25-000004 · wk-form4_1738683837.xml · nonDerivative · entry 1

Paquin Natalye · CIK 0001377274 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 24,625.9831

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · price: REPRESENTS THE SETTLEMENT OF ONE SHARE OF COMMON STOCK UPON VESTING OF THE CORRESPONDING NUMBER OF RESTRICTED STOCK UNITS.

F2 · balance_after: INCLUDES 1,007.9831 SHARES ACQUIRED THROUGH THE DIVIDEND REINVESTMENT PLAN.

Read SEC document
January 31, 2025 Filed Feb 4, 2025 15:31 UTC GrantRestricted Stock Units · Derivative 1,399 $0.00 $0.00
Disclosure

SEC source: 0001798628-25-000004 · wk-form4_1738683096.xml · derivative · entry 4

Keenan Suzanne · CIK 0001798628 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,399

Underlying: Common · 1,399 shares

Expires 2027-01-31

F3 · derivative.exercise_price: EACH RESTRICTED STOCK UNIT REPRESENTS A CONTINGENT RIGHT TO RECEIVE ONE SHARE OF COMMON STOCK UPON VESTING OF THE UNIT.

F2 · derivative.exercise_date: THE RESTRICTED STOCK UNITS VEST ON THE DATE INDICATED, ASSUMING CONTINUED SERVICE THROUGH THE VESTING DATE.

F2 · derivative.expiration_date: THE RESTRICTED STOCK UNITS VEST ON THE DATE INDICATED, ASSUMING CONTINUED SERVICE THROUGH THE VESTING DATE.

Read SEC document
January 31, 2025 Filed Feb 4, 2025 15:31 UTC Exercise / conversionRestricted Stock Units · Derivative 1,290 $0.00 $0.00
Disclosure

SEC source: 0001798628-25-000004 · wk-form4_1738683096.xml · derivative · entry 3

Keenan Suzanne · CIK 0001798628 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common · 1,290 shares

Expires 2025-01-31

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · derivative.exercise_price: REPRESENTS THE SETTLEMENT OF ONE SHARE OF COMMON STOCK UPON VESTING OF THE CORRESPONDING NUMBER OF RESTRICTED STOCK UNITS.

F2 · derivative.exercise_date: THE RESTRICTED STOCK UNITS VEST ON THE DATE INDICATED, ASSUMING CONTINUED SERVICE THROUGH THE VESTING DATE.

F2 · derivative.expiration_date: THE RESTRICTED STOCK UNITS VEST ON THE DATE INDICATED, ASSUMING CONTINUED SERVICE THROUGH THE VESTING DATE.

Read SEC document
January 31, 2025 Filed Feb 4, 2025 15:31 UTC Exercise / conversionCommon 1,290 $0.00 $0.00
Disclosure

SEC source: 0001798628-25-000004 · wk-form4_1738683096.xml · nonDerivative · entry 1

Keenan Suzanne · CIK 0001798628 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 14,309

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · price: REPRESENTS THE SETTLEMENT OF ONE SHARE OF COMMON STOCK UPON VESTING OF THE CORRESPONDING NUMBER OF RESTRICTED STOCK UNITS.

Read SEC document
January 31, 2025 Filed Feb 4, 2025 15:26 UTC GrantRestricted Stock Units · Derivative 1,399 $0.00 $0.00
Disclosure

SEC source: 0001501993-25-000004 · wk-form4_1738682773.xml · derivative · entry 3

Connor Martin P. · CIK 0001501993 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,399

Underlying: Common · 1,399 shares

Expires 2027-01-31

F3 · derivative.exercise_price: EACH RESTRICTED STOCK UNIT REPRESENTS A CONTINGENT RIGHT TO RECEIVE ONE SHARE OF COMMON STOCK UPON VESTING OF THE UNIT.

F2 · derivative.exercise_date: THE RESTRICTED STOCK UNITS VEST ON THE DATE INDICATED, ASSUMING CONTINUED SERVICE THROUGH THE VESTING DATE.

F2 · derivative.expiration_date: THE RESTRICTED STOCK UNITS VEST ON THE DATE INDICATED, ASSUMING CONTINUED SERVICE THROUGH THE VESTING DATE.

Read SEC document
January 31, 2025 Filed Feb 4, 2025 15:26 UTC Exercise / conversionRestricted Stock Units · Derivative 1,290 $0.00 $0.00
Disclosure

SEC source: 0001501993-25-000004 · wk-form4_1738682773.xml · derivative · entry 2

Connor Martin P. · CIK 0001501993 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common · 1,290 shares

Expires 2025-01-31

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · derivative.exercise_price: REPRESENTS THE SETTLEMENT OF ONE SHARE OF COMMON STOCK UPON VESTING OF THE CORRESPONDING NUMBER OF RESTRICTED STOCK UNITS.

F2 · derivative.exercise_date: THE RESTRICTED STOCK UNITS VEST ON THE DATE INDICATED, ASSUMING CONTINUED SERVICE THROUGH THE VESTING DATE.

F2 · derivative.expiration_date: THE RESTRICTED STOCK UNITS VEST ON THE DATE INDICATED, ASSUMING CONTINUED SERVICE THROUGH THE VESTING DATE.

Read SEC document
January 31, 2025 Filed Feb 4, 2025 15:26 UTC Exercise / conversionCommon 1,290 $0.00 $0.00
Disclosure

SEC source: 0001501993-25-000004 · wk-form4_1738682773.xml · nonDerivative · entry 1

Connor Martin P. · CIK 0001501993 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 6,310

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · price: REPRESENTS THE SETTLEMENT OF ONE SHARE OF COMMON STOCK UPON VESTING OF THE CORRESPONDING NUMBER OF RESTRICTED STOCK UNITS.

Read SEC document
January 31, 2025 Filed Feb 4, 2025 15:23 UTC GrantRestricted Stock Units · Derivative 1,399 $0.00 $0.00
Disclosure

SEC source: 0001339756-25-000002 · wk-form4_1738682619.xml · derivative · entry 1

Cama Domenick A · CIK 0001339756 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,399

Underlying: Common · 1,399 shares

Expires 2027-01-31

F1 · derivative.exercise_price: EACH RESTRICTED STOCK UNIT REPRESENTS A CONTINGENT RIGHT TO RECEIVE ONE SHARE OF COMMON STOCK UPON VESTING OF THE UNIT.

F2 · derivative.exercise_date: THE RESTRICTED STOCK UNITS VEST ON THE DATE INDICATED, ASSUMING CONTINUED SERVICE THROUGH THE VESTING DATE.

F2 · derivative.expiration_date: THE RESTRICTED STOCK UNITS VEST ON THE DATE INDICATED, ASSUMING CONTINUED SERVICE THROUGH THE VESTING DATE.

Read SEC document
January 31, 2025 Filed Feb 4, 2025 15:19 UTC GrantRestricted Stock Units · Derivative 1,399 $0.00 $0.00
Disclosure

SEC source: 0001362299-25-000004 · wk-form4_1738682344.xml · derivative · entry 3

Benning Todd S · CIK 0001362299 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,399

Underlying: Common · 1,399 shares

Expires 2027-01-31

F4 · derivative.exercise_price: EACH RESTRICTED STOCK UNIT REPRESENTS A CONTINGENT RIGHT TO RECEIVE ONE SHARE OF COMMON STOCK UPON VESTING OF THE UNIT.

F3 · derivative.exercise_date: THE RESTRICTED STOCK UNITS VEST ON THE DATE INDICATED, ASSUMING CONTINUED SERVICE THROUGH THE VESTING DATE.

F3 · derivative.expiration_date: THE RESTRICTED STOCK UNITS VEST ON THE DATE INDICATED, ASSUMING CONTINUED SERVICE THROUGH THE VESTING DATE.

Read SEC document
January 31, 2025 Filed Feb 4, 2025 15:19 UTC Exercise / conversionRestricted Stock Units · Derivative 1,290 $0.00 $0.00
Disclosure

SEC source: 0001362299-25-000004 · wk-form4_1738682344.xml · derivative · entry 2

Benning Todd S · CIK 0001362299 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common · 1,290 shares

Expires 2025-01-31

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · derivative.exercise_price: REPRESENTS THE SETTLEMENT OF ONE SHARE OF COMMON STOCK UPON VESTING OF THE CORRESPONDING NUMBER OF RESTRICTED STOCK UNITS.

F3 · derivative.exercise_date: THE RESTRICTED STOCK UNITS VEST ON THE DATE INDICATED, ASSUMING CONTINUED SERVICE THROUGH THE VESTING DATE.

F3 · derivative.expiration_date: THE RESTRICTED STOCK UNITS VEST ON THE DATE INDICATED, ASSUMING CONTINUED SERVICE THROUGH THE VESTING DATE.

Read SEC document
January 31, 2025 Filed Feb 4, 2025 15:19 UTC Exercise / conversionCommon 1,290 $0.00 $0.00
Disclosure

SEC source: 0001362299-25-000004 · wk-form4_1738682344.xml · nonDerivative · entry 1

Benning Todd S · CIK 0001362299 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 14,360.8935

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · price: REPRESENTS THE SETTLEMENT OF ONE SHARE OF COMMON STOCK UPON VESTING OF THE CORRESPONDING NUMBER OF RESTRICTED STOCK UNITS.

F2 · balance_after: INCLUDES 120.8935 SHARES ACQUIRED THROUGH THE DIVIDEND REINVESTMENT PLAN.

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January 31, 2025 Filed Feb 4, 2025 15:16 UTC GrantRestricted Stock Units · Derivative 1,399 $0.00 $0.00
Disclosure

SEC source: 0001837983-25-000004 · wk-form4_1738682196.xml · derivative · entry 3

Beebe Joseph P · CIK 0001837983 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,399

Underlying: Common · 1,399 shares

Expires 2027-01-31

F3 · derivative.exercise_price: EACH RESTRICTED STOCK UNIT REPRESENTS A CONTINGENT RIGHT TO RECEIVE ONE SHARE OF COMMON STOCK UPON VESTING OF THE UNIT.

F2 · derivative.exercise_date: THE RESTRICTED STOCK UNITS VEST ON THE DATE INDICATED, ASSUMING CONTINUED SERVICE THROUGH THE VESTING DATE.

F2 · derivative.expiration_date: THE RESTRICTED STOCK UNITS VEST ON THE DATE INDICATED, ASSUMING CONTINUED SERVICE THROUGH THE VESTING DATE.

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January 31, 2025 Filed Feb 4, 2025 15:16 UTC Exercise / conversionRestricted Stock Units · Derivative 1,290 $0.00 $0.00
Disclosure

SEC source: 0001837983-25-000004 · wk-form4_1738682196.xml · derivative · entry 2

Beebe Joseph P · CIK 0001837983 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common · 1,290 shares

Expires 2025-01-31

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · derivative.exercise_price: REPRESENTS THE SETTLEMENT OF ONE SHARE OF COMMON STOCK UPON VESTING OF THE CORRESPONDING NUMBER OF RESTRICTED STOCK UNITS.

F2 · derivative.exercise_date: THE RESTRICTED STOCK UNITS VEST ON THE DATE INDICATED, ASSUMING CONTINUED SERVICE THROUGH THE VESTING DATE.

F2 · derivative.expiration_date: THE RESTRICTED STOCK UNITS VEST ON THE DATE INDICATED, ASSUMING CONTINUED SERVICE THROUGH THE VESTING DATE.

Read SEC document
January 31, 2025 Filed Feb 4, 2025 15:16 UTC Exercise / conversionCommon 1,290 $0.00 $0.00
Disclosure

SEC source: 0001837983-25-000004 · wk-form4_1738682196.xml · nonDerivative · entry 1

Beebe Joseph P · CIK 0001837983 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 10,400

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · price: REPRESENTS THE SETTLEMENT OF ONE SHARE OF COMMON STOCK UPON VESTING OF THE CORRESPONDING NUMBER OF RESTRICTED STOCK UNITS.

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November 01, 2024 Filed Nov 4, 2024 16:01 UTC PurchaseCommon 565 $28.10 $15,876.50
Disclosure

SEC source: 0001377274-24-000010 · wk-form4_1730736070.xml · nonDerivative · entry 1

Paquin Natalye · CIK 0001377274 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 23,281.2048

F1 · balance_after: INCLUDES 953.2048 SHARES ACQUIRED THROUGH THE DIVIDEND REINVESTMENT PLAN.

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September 18, 2024 Filed Sep 19, 2024 15:23 UTC
Keim Michael SSenior EVP & COO
Exercise / conversionStock Options (Right to Buy) · Derivative 3,633 $0.00 Strike: $19.68 $0.00
Disclosure

SEC source: 0001566245-24-000014 · wk-form4_1726759403.xml · derivative · entry 6

Keim Michael S · CIK 0001566245 · Senior EVP & COO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common · 3,633 shares

Expires 2026-01-31

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F4 · derivative.exercise_date: AT THE GRANT DATE, STOCK OPTIONS ARE EXERCISABLE AT 33.3% PER YEAR FOR THREE YEARS COMMENCING WITH THE EXERCISABLE DATE INDICATED.

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September 18, 2024 Filed Sep 19, 2024 15:23 UTC
Keim Michael SSenior EVP & COO
SaleCommon 3,633 $28.76 $104,481.45
Disclosure

SEC source: 0001566245-24-000014 · wk-form4_1726759403.xml · nonDerivative · entry 4

Keim Michael S · CIK 0001566245 · Senior EVP & COO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 55,679.077

F1 · balance_after: INCLUDES 7,154.509 SHARES ACQUIRED THROUGH THE DIVIDEND REINVESTMENT PLAN.

F3 · balance_after: THE PRICE REPORTED IN COLUMN 4 IS A WEIGHTED AVERAGE PRICE. THESE SHARES WERE SOLD IN MULTIPLE TRANSACTIONS AT PRICES RANGING FROM $28.275 TO $29.36, INCLUSIVE. THE REPORTING PERSON UNDERTAKES TO PROVIDE TO UNIVEST FINANCIAL CORPORATION, ANY SECURITY HOLDER OF UNIVEST FINANCIAL CORPORATION, OR THE STAFF OF THE SECURITIES AND EXCHANGE COMMISSION, UPON REQUEST, FULL INFORMATION REGARDING THE NUMBER OF SHARES SOLD AT EACH SEPARATE PRICE WITHIN THE RANGES SET FORTH IN THIS FOOTNOTE.

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September 18, 2024 Filed Sep 19, 2024 15:23 UTC
Keim Michael SSenior EVP & COO
Exercise / conversionCommon 3,633 $19.68 $71,497.44
Disclosure

SEC source: 0001566245-24-000014 · wk-form4_1726759403.xml · nonDerivative · entry 3

Keim Michael S · CIK 0001566245 · Senior EVP & COO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 59,312.077

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · balance_after: INCLUDES 7,154.509 SHARES ACQUIRED THROUGH THE DIVIDEND REINVESTMENT PLAN.

Read SEC document
September 18, 2024 Filed Sep 19, 2024 15:18 UTC
SCHWEITZER JEFFREY MDirector · Chairman, President & CEO
Exercise / conversionStock Options (Right to Buy) · Derivative 4,541 $0.00 Strike: $19.68 $0.00
Disclosure

SEC source: 0001415199-24-000016 · wk-form4_1726759130.xml · derivative · entry 6

SCHWEITZER JEFFREY M · CIK 0001415199 · Director · Chairman, President & CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common · 4,541 shares

Expires 2026-01-31

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F4 · derivative.exercise_date: AT THE GRANT DATE, STOCK OPTIONS ARE EXERCISABLE AT 33.3% PER YEAR FOR THREE YEARS COMMENCING WITH THE EXERCISABLE DATE INDICATED.

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September 18, 2024 Filed Sep 19, 2024 15:18 UTC
SCHWEITZER JEFFREY MDirector · Chairman, President & CEO
SaleCommon 4,541 $28.75 $130,567.83
Disclosure

SEC source: 0001415199-24-000016 · wk-form4_1726759130.xml · nonDerivative · entry 4

SCHWEITZER JEFFREY M · CIK 0001415199 · Director · Chairman, President & CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 90,187.1043

F1 · balance_after: INCLUDES 10,090.1043 SHARES ACQUIRED THROUGH THE DIVIDEND REINVESTMENT PLAN.

F3 · balance_after: THE PRICE REPORTED IN COLUMN 4 IS A WEIGHTED AVERAGE PRICE. THESE SHARES WERE SOLD IN MULTIPLE TRANSACTIONS AT PRICES RANGING FROM $28.28 TO $29.35, INCLUSIVE. THE REPORTING PERSON UNDERTAKES TO PROVIDE TO UNIVEST FINANCIAL CORPORATION, ANY SECURITY HOLDER OF UNIVEST FINANCIAL CORPORATION, OR THE STAFF OF THE SECURITIES AND EXCHANGE COMMISSION, UPON REQUEST, FULL INFORMATION REGARDING THE NUMBER OF SHARES SOLD AT EACH SEPARATE PRICE WITHIN THE RANGES SET FORTH IN THIS FOOTNOTE.

Read SEC document
September 18, 2024 Filed Sep 19, 2024 15:18 UTC
SCHWEITZER JEFFREY MDirector · Chairman, President & CEO
Exercise / conversionCommon 4,541 $19.68 $89,366.88
Disclosure

SEC source: 0001415199-24-000016 · wk-form4_1726759130.xml · nonDerivative · entry 3

SCHWEITZER JEFFREY M · CIK 0001415199 · Director · Chairman, President & CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 94,728.1043

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · balance_after: INCLUDES 10,090.1043 SHARES ACQUIRED THROUGH THE DIVIDEND REINVESTMENT PLAN.

Read SEC document
September 17, 2024 Filed Sep 19, 2024 15:23 UTC
Keim Michael SSenior EVP & COO
Exercise / conversionStock Options (Right to Buy) · Derivative 1,902 $0.00 Strike: $19.68 $0.00
Disclosure

SEC source: 0001566245-24-000014 · wk-form4_1726759403.xml · derivative · entry 5

Keim Michael S · CIK 0001566245 · Senior EVP & COO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 3,633

Underlying: Common · 1,902 shares

Expires 2026-01-31

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F4 · derivative.exercise_date: AT THE GRANT DATE, STOCK OPTIONS ARE EXERCISABLE AT 33.3% PER YEAR FOR THREE YEARS COMMENCING WITH THE EXERCISABLE DATE INDICATED.

Read SEC document
September 17, 2024 Filed Sep 19, 2024 15:23 UTC
Keim Michael SSenior EVP & COO
SaleCommon 1,902 $28.43 $54,068.34
Disclosure

SEC source: 0001566245-24-000014 · wk-form4_1726759403.xml · nonDerivative · entry 2

Keim Michael S · CIK 0001566245 · Senior EVP & COO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 55,679.077

F1 · balance_after: INCLUDES 7,154.509 SHARES ACQUIRED THROUGH THE DIVIDEND REINVESTMENT PLAN.

F2 · balance_after: THE PRICE REPORTED IN COLUMN 4 IS A WEIGHTED AVERAGE PRICE. THESE SHARES WERE SOLD IN MULTIPLE TRANSACTIONS AT PRICES RANGING FROM $28.25 TO $28.59, INCLUSIVE. THE REPORTING PERSON UNDERTAKES TO PROVIDE TO UNIVEST FINANCIAL CORPORATION, ANY SECURITY HOLDER OF UNIVEST FINANCIAL CORPORATION, OR THE STAFF OF THE SECURITIES AND EXCHANGE COMMISSION, UPON REQUEST, FULL INFORMATION REGARDING THE NUMBER OF SHARES SOLD AT EACH SEPARATE PRICE WITHIN THE RANGES SET FORTH IN THIS FOOTNOTE.

Read SEC document
September 17, 2024 Filed Sep 19, 2024 15:23 UTC
Keim Michael SSenior EVP & COO
Exercise / conversionCommon 1,902 $19.68 $37,431.36
Disclosure

SEC source: 0001566245-24-000014 · wk-form4_1726759403.xml · nonDerivative · entry 1

Keim Michael S · CIK 0001566245 · Senior EVP & COO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 57,581.077

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · balance_after: INCLUDES 7,154.509 SHARES ACQUIRED THROUGH THE DIVIDEND REINVESTMENT PLAN.

Read SEC document
September 17, 2024 Filed Sep 19, 2024 15:18 UTC
SCHWEITZER JEFFREY MDirector · Chairman, President & CEO
Exercise / conversionStock Options (Right to Buy) · Derivative 3,961 $0.00 Strike: $19.68 $0.00
Disclosure

SEC source: 0001415199-24-000016 · wk-form4_1726759130.xml · derivative · entry 5

SCHWEITZER JEFFREY M · CIK 0001415199 · Director · Chairman, President & CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 4,541

Underlying: Common · 3,961 shares

Expires 2026-01-31

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F4 · derivative.exercise_date: AT THE GRANT DATE, STOCK OPTIONS ARE EXERCISABLE AT 33.3% PER YEAR FOR THREE YEARS COMMENCING WITH THE EXERCISABLE DATE INDICATED.

Read SEC document
September 17, 2024 Filed Sep 19, 2024 15:18 UTC
SCHWEITZER JEFFREY MDirector · Chairman, President & CEO
SaleCommon 3,961 $28.42 $112,570.43
Disclosure

SEC source: 0001415199-24-000016 · wk-form4_1726759130.xml · nonDerivative · entry 2

SCHWEITZER JEFFREY M · CIK 0001415199 · Director · Chairman, President & CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 90,187.1043

F1 · balance_after: INCLUDES 10,090.1043 SHARES ACQUIRED THROUGH THE DIVIDEND REINVESTMENT PLAN.

F2 · balance_after: THE PRICE REPORTED IN COLUMN 4 IS A WEIGHTED AVERAGE PRICE. THESE SHARES WERE SOLD IN MULTIPLE TRANSACTIONS AT PRICES RANGING FROM $28.25 TO $28.62, INCLUSIVE. THE REPORTING PERSON UNDERTAKES TO PROVIDE TO UNIVEST FINANCIAL CORPORATION, ANY SECURITY HOLDER OF UNIVEST FINANCIAL CORPORATION, OR THE STAFF OF THE SECURITIES AND EXCHANGE COMMISSION, UPON REQUEST, FULL INFORMATION REGARDING THE NUMBER OF SHARES SOLD AT EACH SEPARATE PRICE WITHIN THE RANGES SET FORTH IN THIS FOOTNOTE.

Read SEC document
September 17, 2024 Filed Sep 19, 2024 15:18 UTC
SCHWEITZER JEFFREY MDirector · Chairman, President & CEO
Exercise / conversionCommon 3,961 $19.68 $77,952.48
Disclosure

SEC source: 0001415199-24-000016 · wk-form4_1726759130.xml · nonDerivative · entry 1

SCHWEITZER JEFFREY M · CIK 0001415199 · Director · Chairman, President & CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 94,148.1043

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · balance_after: INCLUDES 10,090.1043 SHARES ACQUIRED THROUGH THE DIVIDEND REINVESTMENT PLAN.

Read SEC document
September 05, 2024 Filed Sep 6, 2024 14:56 UTC
SCHWEITZER JEFFREY MDirector · Chairman, President & CEO
Exercise / conversionStock Options (Right to Buy) · Derivative 200 $0.00 Strike: $19.68 $0.00
Disclosure

SEC source: 0001415199-24-000014 · wk-form4_1725634595.xml · derivative · entry 6

SCHWEITZER JEFFREY M · CIK 0001415199 · Director · Chairman, President & CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 8,502

Underlying: Common · 200 shares

Expires 2026-01-31

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F2 · derivative.exercise_date: AT THE GRANT DATE, STOCK OPTIONS ARE EXERCISABLE AT 33.3% PER YEAR FOR THREE YEARS COMMENCING WITH THE EXERCISABLE DATE INDICATED.

Read SEC document
September 05, 2024 Filed Sep 6, 2024 14:56 UTC
SCHWEITZER JEFFREY MDirector · Chairman, President & CEO
SaleCommon 200 $28.26 $5,652.00
Disclosure

SEC source: 0001415199-24-000014 · wk-form4_1725634595.xml · nonDerivative · entry 4

SCHWEITZER JEFFREY M · CIK 0001415199 · Director · Chairman, President & CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 90,187.1043

F1 · balance_after: INCLUDES 10,090.1043 SHARES ACQUIRED THROUGH THE DIVIDEND REINVESTMENT PLAN.

Read SEC document
September 05, 2024 Filed Sep 6, 2024 14:56 UTC
SCHWEITZER JEFFREY MDirector · Chairman, President & CEO
Exercise / conversionCommon 200 $19.68 $3,936.00
Disclosure

SEC source: 0001415199-24-000014 · wk-form4_1725634595.xml · nonDerivative · entry 3

SCHWEITZER JEFFREY M · CIK 0001415199 · Director · Chairman, President & CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 90,387.1043

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · balance_after: INCLUDES 10,090.1043 SHARES ACQUIRED THROUGH THE DIVIDEND REINVESTMENT PLAN.

Read SEC document
September 04, 2024 Filed Sep 6, 2024 15:00 UTC
Keim Michael SSenior EVP & COO
Exercise / conversionStock Options (Right to Buy) · Derivative 400 $0.00 Strike: $19.68 $0.00
Disclosure

SEC source: 0001566245-24-000012 · wk-form4_1725634838.xml · derivative · entry 3

Keim Michael S · CIK 0001566245 · Senior EVP & COO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 5,535

Underlying: Common · 400 shares

Expires 2026-01-31

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F2 · derivative.exercise_date: AT THE GRANT DATE, STOCK OPTIONS ARE EXERCISABLE AT 33.3% PER YEAR FOR THREE YEARS COMMENCING WITH THE EXERCISABLE DATE INDICATED.

Read SEC document
September 04, 2024 Filed Sep 6, 2024 15:00 UTC
Keim Michael SSenior EVP & COO
SaleCommon 400 $28.50 $11,400.00
Disclosure

SEC source: 0001566245-24-000012 · wk-form4_1725634838.xml · nonDerivative · entry 2

Keim Michael S · CIK 0001566245 · Senior EVP & COO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 55,679.077

F1 · balance_after: INCLUDES 7,154.509 SHARES ACQUIRED THROUGH THE DIVIDEND REINVESTMENT PLAN.

Read SEC document

Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.