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
| Month | Purchases | Sales |
|---|---|---|
| Nov 2025 | 2 | 0 |
| Dec 2025 | 0 | 4 |
| Jan 2026 | 0 | 0 |
| Feb 2026 | 1 | 0 |
| Mar 2026 | 0 | 0 |
| Apr 2026 | 0 | 1 |
| May 2026 | 0 | 1 |
| Jun 2026 | 0 | 3 |
| Jul 2026 | 0 | 0 |
| Aug 2026 | 0 | 2 |
| Sep 2026 | 0 | 0 |
| Oct 2026 | 0 | 0 |
Latest available
Insider transactions
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 date | Owner / reported role | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| September 04, 2024 Filed Sep 6, 2024 15:00 UTC |
Keim Michael SSenior EVP & COO
|
Exercise / conversionCommon | 400 | $19.68 | $7,872.00 |
DisclosureSEC source: 0001566245-24-000012 · wk-form4_1725634838.xml · nonDerivative · entry 1 Keim Michael S · CIK 0001566245 · Senior EVP & COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 56,079.077 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 04, 2024 Filed Sep 6, 2024 14:56 UTC |
SCHWEITZER JEFFREY MDirector · Chairman, President & CEO
|
Exercise / conversionStock Options (Right to Buy) · Derivative | 400 | $0.00 Strike: $19.68 | $0.00 |
DisclosureSEC source: 0001415199-24-000014 · wk-form4_1725634595.xml · derivative · entry 5 SCHWEITZER JEFFREY M · CIK 0001415199 · Director · Chairman, President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,702 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 14:56 UTC |
SCHWEITZER JEFFREY MDirector · Chairman, President & CEO
|
SaleCommon | 400 | $28.50 | $11,400.00 |
DisclosureSEC source: 0001415199-24-000014 · wk-form4_1725634595.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. Read SEC document |
| September 04, 2024 Filed Sep 6, 2024 14:56 UTC |
SCHWEITZER JEFFREY MDirector · Chairman, President & CEO
|
Exercise / conversionCommon | 400 | $19.68 | $7,872.00 |
DisclosureSEC source: 0001415199-24-000014 · wk-form4_1725634595.xml · nonDerivative · entry 1 SCHWEITZER JEFFREY M · CIK 0001415199 · Director · Chairman, President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 90,587.1043 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 03, 2024 Filed Sep 4, 2024 14:54 UTC |
Keim Michael SSenior EVP & COO
|
Exercise / conversionStock Options (Right to Buy) · Derivative | 800 | $0.00 Strike: $19.68 | $0.00 |
DisclosureSEC source: 0001566245-24-000010 · wk-form4_1725461693.xml · derivative · entry 7 Keim Michael S · CIK 0001566245 · Senior EVP & COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,935 Underlying: Common · 800 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. F3 · 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 03, 2024 Filed Sep 4, 2024 14:54 UTC |
Keim Michael SSenior EVP & COO
|
SaleCommon | 200 | $28.55 | $5,710.00 |
DisclosureSEC source: 0001566245-24-000010 · wk-form4_1725461693.xml · nonDerivative · entry 5 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 |
| September 03, 2024 Filed Sep 4, 2024 14:54 UTC |
Keim Michael SSenior EVP & COO
|
SaleCommon | 600 | $28.50 | $17,100.00 |
DisclosureSEC source: 0001566245-24-000010 · wk-form4_1725461693.xml · nonDerivative · entry 4 Keim Michael S · CIK 0001566245 · Senior EVP & COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 55,879.077 F1 · balance_after: INCLUDES 7,154.509 SHARES ACQUIRED THROUGH THE DIVIDEND REINVESTMENT PLAN. Read SEC document |
| September 03, 2024 Filed Sep 4, 2024 14:54 UTC |
Keim Michael SSenior EVP & COO
|
Exercise / conversionCommon | 800 | $19.68 | $15,744.00 |
DisclosureSEC source: 0001566245-24-000010 · wk-form4_1725461693.xml · nonDerivative · entry 3 Keim Michael S · CIK 0001566245 · Senior EVP & COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 56,479.077 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 03, 2024 Filed Sep 4, 2024 14:53 UTC |
SCHWEITZER JEFFREY MDirector · Chairman, President & CEO
|
Exercise / conversionStock Options (Right to Buy) · Derivative | 1,200 | $0.00 Strike: $19.68 | $0.00 |
DisclosureSEC source: 0001415199-24-000012 · wk-form4_1725461576.xml · derivative · entry 7 SCHWEITZER JEFFREY M · CIK 0001415199 · Director · Chairman, President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,102 Underlying: Common · 1,200 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. F3 · 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 03, 2024 Filed Sep 4, 2024 14:53 UTC |
SCHWEITZER JEFFREY MDirector · Chairman, President & CEO
|
SaleCommon | 100 | $28.56 | $2,856.00 |
DisclosureSEC source: 0001415199-24-000012 · wk-form4_1725461576.xml · nonDerivative · entry 5 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 03, 2024 Filed Sep 4, 2024 14:53 UTC |
SCHWEITZER JEFFREY MDirector · Chairman, President & CEO
|
SaleCommon | 1,100 | $28.50 | $31,350.00 |
DisclosureSEC source: 0001415199-24-000012 · wk-form4_1725461576.xml · nonDerivative · entry 4 SCHWEITZER JEFFREY M · CIK 0001415199 · Director · Chairman, President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 90,287.1043 F1 · balance_after: INCLUDES 10,090.1043 SHARES ACQUIRED THROUGH THE DIVIDEND REINVESTMENT PLAN. Read SEC document |
| September 03, 2024 Filed Sep 4, 2024 14:53 UTC |
SCHWEITZER JEFFREY MDirector · Chairman, President & CEO
|
Exercise / conversionCommon | 1,200 | $19.68 | $23,616.00 |
DisclosureSEC source: 0001415199-24-000012 · wk-form4_1725461576.xml · nonDerivative · entry 3 SCHWEITZER JEFFREY M · CIK 0001415199 · Director · Chairman, President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 91,387.1043 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 |
| August 30, 2024 Filed Sep 4, 2024 14:54 UTC |
Keim Michael SSenior EVP & COO
|
Exercise / conversionStock Options (Right to Buy) · Derivative | 400 | $0.00 Strike: $19.68 | $0.00 |
DisclosureSEC source: 0001566245-24-000010 · wk-form4_1725461693.xml · derivative · entry 6 Keim Michael S · CIK 0001566245 · Senior EVP & COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,735 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. F3 · 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 |
| August 30, 2024 Filed Sep 4, 2024 14:54 UTC |
Keim Michael SSenior EVP & COO
|
SaleCommon | 400 | $28.54 | $11,417.52 |
DisclosureSEC source: 0001566245-24-000010 · wk-form4_1725461693.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 $28.505 TO $28.57, 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 |
| August 30, 2024 Filed Sep 4, 2024 14:54 UTC |
Keim Michael SSenior EVP & COO
|
Exercise / conversionCommon | 400 | $19.68 | $7,872.00 |
DisclosureSEC source: 0001566245-24-000010 · wk-form4_1725461693.xml · nonDerivative · entry 1 Keim Michael S · CIK 0001566245 · Senior EVP & COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 56,079.077 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 |
| August 30, 2024 Filed Sep 4, 2024 14:53 UTC |
SCHWEITZER JEFFREY MDirector · Chairman, President & CEO
|
Exercise / conversionStock Options (Right to Buy) · Derivative | 547 | $0.00 Strike: $19.68 | $0.00 |
DisclosureSEC source: 0001415199-24-000012 · wk-form4_1725461576.xml · derivative · entry 6 SCHWEITZER JEFFREY M · CIK 0001415199 · Director · Chairman, President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,302 Underlying: Common · 547 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. F3 · 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 |
| August 30, 2024 Filed Sep 4, 2024 14:53 UTC |
SCHWEITZER JEFFREY MDirector · Chairman, President & CEO
|
SaleCommon | 547 | $28.53 | $15,606.89 |
DisclosureSEC source: 0001415199-24-000012 · wk-form4_1725461576.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 $28.505 TO $28.55, 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 |
| August 30, 2024 Filed Sep 4, 2024 14:53 UTC |
SCHWEITZER JEFFREY MDirector · Chairman, President & CEO
|
Exercise / conversionCommon | 547 | $19.68 | $10,764.96 |
DisclosureSEC source: 0001415199-24-000012 · wk-form4_1725461576.xml · nonDerivative · entry 1 SCHWEITZER JEFFREY M · CIK 0001415199 · Director · Chairman, President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 90,734.1043 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 |
| August 26, 2024 Filed Aug 28, 2024 18:11 UTC |
Keim Michael SSenior EVP & COO
|
Exercise / conversionStock Options (Right to Buy) · Derivative | 295 | $0.00 Strike: $19.68 | $0.00 |
DisclosureSEC source: 0001566245-24-000008 · wk-form4_1724868655.xml · derivative · entry 4 Keim Michael S · CIK 0001566245 · Senior EVP & COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,135 Underlying: Common · 295 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. F3 · 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 |
| August 26, 2024 Filed Aug 28, 2024 18:11 UTC |
Keim Michael SSenior EVP & COO
|
SaleCommon | 280 | $28.59 | $8,006.54 |
DisclosureSEC source: 0001566245-24-000008 · wk-form4_1724868655.xml · nonDerivative · entry 3 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 $28.515 TO $28.61, 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 |
| August 26, 2024 Filed Aug 28, 2024 18:11 UTC |
Keim Michael SSenior EVP & COO
|
SaleCommon | 15 | $28.50 | $427.50 |
DisclosureSEC source: 0001566245-24-000008 · wk-form4_1724868655.xml · nonDerivative · entry 2 Keim Michael S · CIK 0001566245 · Senior EVP & COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 55,959.077 F1 · balance_after: INCLUDES 7,154.509 SHARES ACQUIRED THROUGH THE DIVIDEND REINVESTMENT PLAN. Read SEC document |
| August 26, 2024 Filed Aug 28, 2024 18:11 UTC |
Keim Michael SSenior EVP & COO
|
Exercise / conversionCommon | 295 | $19.68 | $5,805.60 |
DisclosureSEC source: 0001566245-24-000008 · wk-form4_1724868655.xml · nonDerivative · entry 1 Keim Michael S · CIK 0001566245 · Senior EVP & COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 55,974.077 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 |
| August 26, 2024 Filed Aug 28, 2024 18:07 UTC |
SCHWEITZER JEFFREY MDirector · Chairman, President & CEO
|
Exercise / conversionStock Options (Right to Buy) · Derivative | 2,773 | $0.00 Strike: $19.68 | $0.00 |
DisclosureSEC source: 0001415199-24-000010 · wk-form4_1724868446.xml · derivative · entry 4 SCHWEITZER JEFFREY M · CIK 0001415199 · Director · Chairman, President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,849 Underlying: Common · 2,773 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. F3 · 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 |
| August 26, 2024 Filed Aug 28, 2024 18:07 UTC |
SCHWEITZER JEFFREY MDirector · Chairman, President & CEO
|
SaleCommon | 515 | $28.57 | $14,715.46 |
DisclosureSEC source: 0001415199-24-000010 · wk-form4_1724868446.xml · nonDerivative · entry 3 SCHWEITZER JEFFREY M · CIK 0001415199 · Director · Chairman, President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 90,187.1043 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 $28.52 TO $28.61, 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 |
| August 26, 2024 Filed Aug 28, 2024 18:07 UTC |
SCHWEITZER JEFFREY MDirector · Chairman, President & CEO
|
SaleCommon | 2,258 | $28.56 | $64,488.48 |
DisclosureSEC source: 0001415199-24-000010 · wk-form4_1724868446.xml · nonDerivative · entry 2 SCHWEITZER JEFFREY M · CIK 0001415199 · Director · Chairman, President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 90,702.1043 F1 · balance_after: INCLUDES 10,090.1043 SHARES ACQUIRED THROUGH THE DIVIDEND REINVESTMENT PLAN. Read SEC document |
| August 26, 2024 Filed Aug 28, 2024 18:07 UTC |
SCHWEITZER JEFFREY MDirector · Chairman, President & CEO
|
Exercise / conversionCommon | 2,773 | $19.68 | $54,572.64 |
DisclosureSEC source: 0001415199-24-000010 · wk-form4_1724868446.xml · nonDerivative · entry 1 SCHWEITZER JEFFREY M · CIK 0001415199 · Director · Chairman, President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 92,960.1043 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 |
| July 26, 2024 Filed Jul 26, 2024 17:58 UTC |
Paquin NatalyeDirector
|
PurchaseCommon | 580 | $28.93 | $16,779.40 |
DisclosureSEC source: 0001377274-24-000008 · wk-form4_1722016730.xml · nonDerivative · entry 1 Paquin Natalye · CIK 0001377274 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 22,650.8215 F1 · balance_after: INCLUDES 887.8215 SHARES ACQUIRED THROUGH THE DIVIDEND REINVESTMENT PLAN. Read SEC document |
| May 16, 2024 Filed May 16, 2024 20:08 UTC |
Keim Michael SSenior EVP & COO
|
Exercise / conversionStock Options (Right to Buy) · Derivative | 1,141 | $0.00 Strike: $18.52 | $0.00 |
DisclosureSEC source: 0001566245-24-000006 · wk-form4_1715890117.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 · 1,141 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. F3 · 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 |
| May 16, 2024 Filed May 16, 2024 20:08 UTC |
Keim Michael SSenior EVP & COO
|
SaleCommon | 1,141 | $22.75 | $25,957.75 |
DisclosureSEC source: 0001566245-24-000006 · wk-form4_1715890117.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. Read SEC document |
| May 16, 2024 Filed May 16, 2024 20:08 UTC |
Keim Michael SSenior EVP & COO
|
Exercise / conversionCommon | 1,141 | $18.52 | $21,131.32 |
DisclosureSEC source: 0001566245-24-000006 · wk-form4_1715890117.xml · nonDerivative · entry 3 Keim Michael S · CIK 0001566245 · Senior EVP & COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 56,820.077 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 |
| May 15, 2024 Filed May 16, 2024 20:08 UTC |
Keim Michael SSenior EVP & COO
|
Exercise / conversionStock Options (Right to Buy) · Derivative | 859 | $0.00 Strike: $18.52 | $0.00 |
DisclosureSEC source: 0001566245-24-000006 · wk-form4_1715890117.xml · derivative · entry 5 Keim Michael S · CIK 0001566245 · Senior EVP & COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,141 Underlying: Common · 859 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. F3 · 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 |
| May 15, 2024 Filed May 16, 2024 20:08 UTC |
Keim Michael SSenior EVP & COO
|
SaleCommon | 859 | $22.77 | $19,555.14 |
DisclosureSEC source: 0001566245-24-000006 · wk-form4_1715890117.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 $22.75 TO $22.8101, 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 |
| May 15, 2024 Filed May 16, 2024 20:08 UTC |
Keim Michael SSenior EVP & COO
|
Exercise / conversionCommon | 859 | $18.52 | $15,908.68 |
DisclosureSEC source: 0001566245-24-000006 · wk-form4_1715890117.xml · nonDerivative · entry 1 Keim Michael S · CIK 0001566245 · Senior EVP & COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 56,538.077 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 |
| May 09, 2024 Filed May 13, 2024 12:57 UTC |
SCHWEITZER JEFFREY MDirector · Chairman, President & CEO
|
Exercise / conversionNon Qualified Stock Options (Right to Buy) · Derivative | 3,412 | $0.00 Strike: $18.52 | $0.00 |
DisclosureSEC source: 0001415199-24-000008 · wk-form4_1715605051.xml · derivative · entry 5 SCHWEITZER JEFFREY M · CIK 0001415199 · Director · Chairman, President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common · 3,412 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. F3 · 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 |
| May 09, 2024 Filed May 13, 2024 12:57 UTC |
SCHWEITZER JEFFREY MDirector · Chairman, President & CEO
|
Exercise / conversionIncentive Stock Options (Right to Buy) · Derivative | 5,588 | $0.00 Strike: $18.52 | $0.00 |
DisclosureSEC source: 0001415199-24-000008 · wk-form4_1715605051.xml · derivative · entry 4 SCHWEITZER JEFFREY M · CIK 0001415199 · Director · Chairman, President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common · 5,588 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. F3 · 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 |
| May 09, 2024 Filed May 13, 2024 12:57 UTC |
SCHWEITZER JEFFREY MDirector · Chairman, President & CEO
|
SaleCommon | 9,000 | $22.55 | $202,967.10 |
DisclosureSEC source: 0001415199-24-000008 · wk-form4_1715605051.xml · nonDerivative · entry 3 SCHWEITZER JEFFREY M · CIK 0001415199 · Director · Chairman, President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 90,187.1043 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 $22.50 TO $22.62, 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 |
| May 09, 2024 Filed May 13, 2024 12:57 UTC |
SCHWEITZER JEFFREY MDirector · Chairman, President & CEO
|
Exercise / conversionCommon | 3,412 | $18.52 | $63,190.24 |
DisclosureSEC source: 0001415199-24-000008 · wk-form4_1715605051.xml · nonDerivative · entry 2 SCHWEITZER JEFFREY M · CIK 0001415199 · Director · Chairman, President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 99,187.1043 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 |
| May 09, 2024 Filed May 13, 2024 12:57 UTC |
SCHWEITZER JEFFREY MDirector · Chairman, President & CEO
|
Exercise / conversionCommon | 5,588 | $18.52 | $103,489.76 |
DisclosureSEC source: 0001415199-24-000008 · wk-form4_1715605051.xml · nonDerivative · entry 1 SCHWEITZER JEFFREY M · CIK 0001415199 · Director · Chairman, President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 95,775.1043 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 |
| May 07, 2024 Filed May 7, 2024 16:10 UTC |
Paquin NatalyeDirector
|
PurchaseCommon | 860 | $22.29 | $19,169.31 |
DisclosureSEC source: 0000102212-24-000040 · wk-form4_1715098208.xml · nonDerivative · entry 1 Paquin Natalye · CIK 0001377274 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 21,996.684 F1 · balance_after: INCLUDES 813.6840 SHARES ACQUIRED THROUGH THE DIVIDEND REINVESTMENT PLAN. Read SEC document |
| March 15, 2024 Filed Mar 19, 2024 19:09 UTC |
McCormick Patrick CSEVP & Chief Comm Bank Officer
|
GrantPerformance Restricted Stock Units · Derivative | 5,010 | $0.00 | $0.00 |
DisclosureSEC source: 0001920918-24-000004 · wk-form4_1710875337.xml · derivative · entry 7 McCormick Patrick C · CIK 0001920918 · SEVP & Chief Comm Bank Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,010 Underlying: Common · 5,010 shares Expires 2027-03-15 F4 · derivative.exercise_price: EACH RESTRICTED STOCK UNIT REPRESENTS A CONTINGENT RIGHT TO RECEIVE ONE SHARE OF COMMON STOCK UPON VESTING OF THE UNIT. F5 · derivative.exercise_date: THE PERFORMANCE-BASED RESTRICTED STOCK UNITS VEST ON THE THIRD ANNIVERSARY OF THE DATE OF THE GRANT AT WHICH POINT THE ACTUAL NUMBER OF SHARES TO BE AWARDED WILL BE DETERMINED BASED ON THE PERFORMANCE OF THE COMPANY DURING THE THREE YEAR PERIOD. THE RECIPIENT MAY RECEIVE UP TO 150% OF THE REPORTED RESTRICTED STOCK UNITS. F5 · derivative.expiration_date: THE PERFORMANCE-BASED RESTRICTED STOCK UNITS VEST ON THE THIRD ANNIVERSARY OF THE DATE OF THE GRANT AT WHICH POINT THE ACTUAL NUMBER OF SHARES TO BE AWARDED WILL BE DETERMINED BASED ON THE PERFORMANCE OF THE COMPANY DURING THE THREE YEAR PERIOD. THE RECIPIENT MAY RECEIVE UP TO 150% OF THE REPORTED RESTRICTED STOCK UNITS. Read SEC document |
| March 15, 2024 Filed Mar 19, 2024 19:09 UTC |
McCormick Patrick CSEVP & Chief Comm Bank Officer
|
GrantRestricted Stock Units · Derivative | 2,148 | $0.00 | $0.00 |
DisclosureSEC source: 0001920918-24-000004 · wk-form4_1710875337.xml · derivative · entry 6 McCormick Patrick C · CIK 0001920918 · SEVP & Chief Comm Bank Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,148 Underlying: Common · 2,148 shares Expires 2027-03-15 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: RESTRICTED STOCK UNITS VEST AT 33.33% PER YEAR FOR THREE YEARS COMMENCING WITH THE EXERCISABLE DATE INDICATED ASSUMING CONTINUED EMPLOYMENT THROUGH THE VESTING DATE. F3 · derivative.expiration_date: RESTRICTED STOCK UNITS VEST AT 33.33% PER YEAR FOR THREE YEARS COMMENCING WITH THE EXERCISABLE DATE INDICATED ASSUMING CONTINUED EMPLOYMENT THROUGH THE VESTING DATE. Read SEC document |
| March 15, 2024 Filed Mar 19, 2024 19:09 UTC |
McCormick Patrick CSEVP & Chief Comm Bank Officer
|
Exercise / conversionRestricted Stock Units · Derivative | 489 | $0.00 | $0.00 |
DisclosureSEC source: 0001920918-24-000004 · wk-form4_1710875337.xml · derivative · entry 5 McCormick Patrick C · CIK 0001920918 · SEVP & Chief Comm Bank Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 978 Underlying: Common · 489 shares Expires 2026-03-15 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: RESTRICTED STOCK UNITS VEST AT 33.33% PER YEAR FOR THREE YEARS COMMENCING WITH THE EXERCISABLE DATE INDICATED ASSUMING CONTINUED EMPLOYMENT THROUGH THE VESTING DATE. F3 · derivative.expiration_date: RESTRICTED STOCK UNITS VEST AT 33.33% PER YEAR FOR THREE YEARS COMMENCING WITH THE EXERCISABLE DATE INDICATED ASSUMING CONTINUED EMPLOYMENT THROUGH THE VESTING DATE. Read SEC document |
| March 15, 2024 Filed Mar 19, 2024 19:09 UTC |
McCormick Patrick CSEVP & Chief Comm Bank Officer
|
Exercise / conversionRestricted Stock Units · Derivative | 3,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001920918-24-000004 · wk-form4_1710875337.xml · derivative · entry 4 McCormick Patrick C · CIK 0001920918 · SEVP & Chief Comm Bank Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,000 Underlying: Common · 3,000 shares Expires 2025-03-15 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: RESTRICTED STOCK UNITS VEST AT 33.33% PER YEAR FOR THREE YEARS COMMENCING WITH THE EXERCISABLE DATE INDICATED ASSUMING CONTINUED EMPLOYMENT THROUGH THE VESTING DATE. F3 · derivative.expiration_date: RESTRICTED STOCK UNITS VEST AT 33.33% PER YEAR FOR THREE YEARS COMMENCING WITH THE EXERCISABLE DATE INDICATED ASSUMING CONTINUED EMPLOYMENT THROUGH THE VESTING DATE. Read SEC document |
| March 15, 2024 Filed Mar 19, 2024 19:09 UTC |
McCormick Patrick CSEVP & Chief Comm Bank Officer
|
Tax withholdingCommon | 1,132 | $19.56 | $22,141.92 |
DisclosureSEC source: 0001920918-24-000004 · wk-form4_1710875337.xml · nonDerivative · entry 3 McCormick Patrick C · CIK 0001920918 · SEVP & Chief Comm Bank Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,475.7608 F2 · balance_after: INCLUDES 1,077.7608 SHARES ACQUIRED THROUGH THE DIVIDEND REINVESTMENT PLAN AND EMPLOYEE STOCK PURCHASE PLAN. Read SEC document |
| March 15, 2024 Filed Mar 19, 2024 19:09 UTC |
McCormick Patrick CSEVP & Chief Comm Bank Officer
|
Exercise / conversionCommon | 489 | $0.00 | $0.00 |
DisclosureSEC source: 0001920918-24-000004 · wk-form4_1710875337.xml · nonDerivative · entry 2 McCormick Patrick C · CIK 0001920918 · SEVP & Chief Comm Bank Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,607.7608 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 1,077.7608 SHARES ACQUIRED THROUGH THE DIVIDEND REINVESTMENT PLAN AND EMPLOYEE STOCK PURCHASE PLAN. Read SEC document |
| March 15, 2024 Filed Mar 19, 2024 19:09 UTC |
McCormick Patrick CSEVP & Chief Comm Bank Officer
|
Exercise / conversionCommon | 3,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001920918-24-000004 · wk-form4_1710875337.xml · nonDerivative · entry 1 McCormick Patrick C · CIK 0001920918 · SEVP & Chief Comm Bank Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,118.7608 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 1,077.7608 SHARES ACQUIRED THROUGH THE DIVIDEND REINVESTMENT PLAN AND EMPLOYEE STOCK PURCHASE PLAN. Read SEC document |
| March 15, 2024 Filed Mar 19, 2024 19:13 UTC |
Richardson Brian JSr EVP & CFO
|
GrantPerformance Restricted Stock Units · Derivative | 7,134 | $0.00 | $0.00 |
DisclosureSEC source: 0001779743-24-000006 · wk-form4_1710875572.xml · derivative · entry 12 Richardson Brian J · CIK 0001779743 · Sr EVP & CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,134 Underlying: Common · 7,134 shares Expires 2027-03-15 F6 · derivative.exercise_price: EACH RESTRICTED STOCK UNIT REPRESENTS A CONTINGENT RIGHT TO RECEIVE ONE SHARE OF COMMON STOCK UPON VESTING OF THE UNIT. F7 · derivative.exercise_date: THE PERFORMANCE-BASED RESTRICTED STOCK UNITS VEST ON THE THIRD ANNIVERSARY OF THE DATE OF THE GRANT AT WHICH POINT THE ACTUAL NUMBER OF SHARES TO BE AWARDED WILL BE DETERMINED BASED ON THE PERFORMANCE OF THE COMPANY DURING THE THREE YEAR PERIOD. THE RECIPIENT MAY RECEIVE UP TO 150% OF THE REPORTED RESTRICTED STOCK UNITS. F7 · derivative.expiration_date: THE PERFORMANCE-BASED RESTRICTED STOCK UNITS VEST ON THE THIRD ANNIVERSARY OF THE DATE OF THE GRANT AT WHICH POINT THE ACTUAL NUMBER OF SHARES TO BE AWARDED WILL BE DETERMINED BASED ON THE PERFORMANCE OF THE COMPANY DURING THE THREE YEAR PERIOD. THE RECIPIENT MAY RECEIVE UP TO 150% OF THE REPORTED RESTRICTED STOCK UNITS. Read SEC document |
| March 15, 2024 Filed Mar 19, 2024 19:13 UTC |
Richardson Brian JSr EVP & CFO
|
GrantRestricted Stock Units · Derivative | 3,060 | $0.00 | $0.00 |
DisclosureSEC source: 0001779743-24-000006 · wk-form4_1710875572.xml · derivative · entry 11 Richardson Brian J · CIK 0001779743 · Sr EVP & CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,060 Underlying: Common · 3,060 shares Expires 2027-03-15 F6 · derivative.exercise_price: EACH RESTRICTED STOCK UNIT REPRESENTS A CONTINGENT RIGHT TO RECEIVE ONE SHARE OF COMMON STOCK UPON VESTING OF THE UNIT. F5 · derivative.exercise_date: RESTRICTED STOCK UNITS VEST AT 33.33% PER YEAR FOR THREE YEARS COMMENCING WITH THE EXERCISABLE DATE INDICATED ASSUMING CONTINUED EMPLOYMENT THROUGH THE VESTING DATE. F5 · derivative.expiration_date: RESTRICTED STOCK UNITS VEST AT 33.33% PER YEAR FOR THREE YEARS COMMENCING WITH THE EXERCISABLE DATE INDICATED ASSUMING CONTINUED EMPLOYMENT THROUGH THE VESTING DATE. Read SEC document |
| March 15, 2024 Filed Mar 19, 2024 19:13 UTC |
Richardson Brian JSr EVP & CFO
|
Exercise / conversionPerformance Restricted Stock Units · Derivative | 3,102 | $0.00 | $0.00 |
DisclosureSEC source: 0001779743-24-000006 · wk-form4_1710875572.xml · derivative · entry 10 Richardson Brian J · CIK 0001779743 · Sr EVP & CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common · 3,102 shares Expires 2024-03-15 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. F3 · derivative.exercise_price: REPRESENTS THE SETTLEMENT OF ONE SHARE OF COMMON STOCK UPON VESTING OF THE CORRESPONDING NUMBER OF PERFORMANCE-BASED RESTRICTED STOCK UNITS. Read SEC document |
| March 15, 2024 Filed Mar 19, 2024 19:13 UTC |
Richardson Brian JSr EVP & CFO
|
Exercise / conversionRestricted Stock Units · Derivative | 778 | $0.00 | $0.00 |
DisclosureSEC source: 0001779743-24-000006 · wk-form4_1710875572.xml · derivative · entry 9 Richardson Brian J · CIK 0001779743 · Sr EVP & CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,556 Underlying: Common · 778 shares Expires 2026-03-15 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. F5 · derivative.exercise_date: RESTRICTED STOCK UNITS VEST AT 33.33% PER YEAR FOR THREE YEARS COMMENCING WITH THE EXERCISABLE DATE INDICATED ASSUMING CONTINUED EMPLOYMENT THROUGH THE VESTING DATE. F5 · derivative.expiration_date: RESTRICTED STOCK UNITS VEST AT 33.33% PER YEAR FOR THREE YEARS COMMENCING WITH THE EXERCISABLE DATE INDICATED ASSUMING CONTINUED EMPLOYMENT THROUGH THE VESTING DATE. 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.