Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| UNIVEST FINANCIAL CorpUVSP · Entity 4881 | Director | January 31, 2023 | February 02, 2023 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
UNIVEST FINANCIAL Corp
Report date January 31, 2023 · Filed February 02, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| CommonSEC Table I · non-derivative | Direct | 17,390.8159 |
Reported balance
After 2023-01-31 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2023-01-31 · Exercise / conversion · Acquired 1,448 · Balance 17,390.8159 F1: REPRESENTS THE SETTLEMENT OF ONE SHARE OF COMMON STOCK UPON VESTING OF THE CORRESPONDING NUMBER OF RESTRICTED STOCK UNITS. F2: INCLUDES 740.5779 SHARES ACQUIRED THROUGH THE DIVIDEND REINVESTMENT PLAN. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security · Expires 2023-01-31 | Direct | 0 |
Reported balance
After 2023-01-31 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2023-01-31 · Exercise / conversion · Disposed 1,448 · Balance 0 F1: REPRESENTS THE SETTLEMENT OF ONE SHARE OF COMMON STOCK UPON VESTING OF THE CORRESPONDING NUMBER OF RESTRICTED STOCK UNITS. F3: THE RESTRICTED STOCK UNITS VEST ON THE DATE INDICATED, ASSUMING CONTINUED SERVICE THROUGH THE VESTING DATE. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security · Expires 2025-01-31 | Direct | 1,290 |
Reported balance
After 2023-01-31 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2023-01-31 · Grant · Acquired 1,290 · Balance 1,290 F4: EACH RESTRICTED STOCK UNIT REPRESENTS A CONTINGENT RIGHT TO RECEIVE ONE SHARE OF COMMON STOCK UPON VESTING OF THE UNIT. F3: THE RESTRICTED STOCK UNITS VEST ON THE DATE INDICATED, ASSUMING CONTINUED SERVICE THROUGH THE VESTING DATE. |
Filing footnotes · ownership attribution and instrument terms
F1: REPRESENTS THE SETTLEMENT OF ONE SHARE OF COMMON STOCK UPON VESTING OF THE CORRESPONDING NUMBER OF RESTRICTED STOCK UNITS.
F2: INCLUDES 740.5779 SHARES ACQUIRED THROUGH THE DIVIDEND REINVESTMENT PLAN.
F3: THE RESTRICTED STOCK UNITS VEST ON THE DATE INDICATED, ASSUMING CONTINUED SERVICE THROUGH THE VESTING DATE.
F4: EACH RESTRICTED STOCK UNIT REPRESENTS A CONTINGENT RIGHT TO RECEIVE ONE SHARE OF COMMON STOCK UPON VESTING OF THE UNIT.
Transaction history
JSON APIPurchases/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 | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| January 31, 2023 Filed Feb 2, 2023 20:25 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | GrantRestricted Stock Units · Derivative | 1,290 | $0.00 | $0.00 |
DisclosureSEC source: 0001145536-23-000004 · wf-form4_167536950604996.xml · derivative · entry 3 MOYER GLENN E · CIK 0001145536 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,290 Underlying: Common · 1,290 shares Expires 2025-01-31 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, 2023 Filed Feb 2, 2023 20:25 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | Exercise / conversionRestricted Stock Units · Derivative | 1,448 | $0.00 | $0.00 |
DisclosureSEC source: 0001145536-23-000004 · wf-form4_167536950604996.xml · derivative · entry 2 MOYER GLENN E · CIK 0001145536 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common · 1,448 shares Expires 2023-01-31 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, 2023 Filed Feb 2, 2023 20:25 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | Exercise / conversionCommon | 1,448 | $0.00 | $0.00 |
DisclosureSEC source: 0001145536-23-000004 · wf-form4_167536950604996.xml · nonDerivative · entry 1 MOYER GLENN E · CIK 0001145536 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,390.8159 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 740.5779 SHARES ACQUIRED THROUGH THE DIVIDEND REINVESTMENT PLAN. Read SEC document |
| January 31, 2022 Filed Feb 2, 2022 16:14 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | GrantRestricted Stock Units · Derivative | 1,162 | $0.00 | $0.00 |
DisclosureSEC source: 0001145536-22-000004 · wf-form4_164381845887204.xml · derivative · entry 3 MOYER GLENN E · CIK 0001145536 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,162 Underlying: Common · 1,162 shares Expires 2024-01-31 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, 2022 Filed Feb 2, 2022 16:14 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | Exercise / conversionRestricted Stock Units · Derivative | 1,309 | $0.00 | $0.00 |
DisclosureSEC source: 0001145536-22-000004 · wf-form4_164381845887204.xml · derivative · entry 2 MOYER GLENN E · CIK 0001145536 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common · 1,309 shares Expires 2022-01-31 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, 2022 Filed Feb 2, 2022 16:14 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | Exercise / conversionCommon | 1,309 | $0.00 | $0.00 |
DisclosureSEC source: 0001145536-22-000004 · wf-form4_164381845887204.xml · nonDerivative · entry 1 MOYER GLENN E · CIK 0001145536 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,749.3911 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 547.1531 SHARES ACQUIRED THROUGH THE DIVIDEND REINVESTMENT PLAN. Read SEC document |
| January 31, 2021 Filed Feb 2, 2021 19:37 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | GrantRestricted Stock Units · Derivative | 1,448 | $0.00 | $0.00 |
DisclosureSEC source: 0001145536-21-000004 · wf-form4_161229461884961.xml · derivative · entry 3 MOYER GLENN E · CIK 0001145536 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,448 Underlying: Common · 1,448 shares Expires 2023-01-31 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, 2021 Filed Feb 2, 2021 19:37 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | Exercise / conversionRestricted Stock Units · Derivative | 1,384 | $0.00 | $0.00 |
DisclosureSEC source: 0001145536-21-000004 · wf-form4_161229461884961.xml · derivative · entry 2 MOYER GLENN E · CIK 0001145536 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common · 1,384 shares Expires 2021-01-31 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, 2021 Filed Feb 2, 2021 19:37 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | Exercise / conversionCommon | 1,384 | $0.00 | $0.00 |
DisclosureSEC source: 0001145536-21-000004 · wf-form4_161229461884961.xml · nonDerivative · entry 1 MOYER GLENN E · CIK 0001145536 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,299.8243 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 406.5863 SHARES ACQUIRED THROUGH THE DIVIDEND REINVESTMENT PLAN. Read SEC document |
| May 12, 2020 Filed May 13, 2020 14:34 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | PurchaseCommon | 500 | $15.00 | $7,500.00 |
DisclosureSEC source: 0001145536-20-000010 · wf-form4_158938044190874.xml · nonDerivative · entry 1 MOYER GLENN E · CIK 0001145536 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,827.0199 F1 · balance_after: INCLUDES 317.7819 SHARES ACQUIRED THROUGH THE DIVIDEND REINVESTMENT PLAN. Read SEC document |
| May 05, 2020 Filed May 11, 2020 15:01 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | PurchaseCommon | 1,000 | $16.00 | $16,000.00 |
DisclosureSEC source: 0001145536-20-000008 · wf-form4_158920925057852.xml · nonDerivative · entry 2 MOYER GLENN E · CIK 0001145536 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,327.0199 Read SEC document |
| February 27, 2020 Filed Feb 27, 2020 21:26 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | PurchaseCommon | 1,000 | $24.00 | $24,000.00 |
DisclosureSEC source: 0001145536-20-000006 · wf-form4_158283876029148.xml · nonDerivative · entry 1 MOYER GLENN E · CIK 0001145536 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,283.8222 F1 · balance_after: INCLUDES 274.5842 SHARES ACQUIRED THROUGH THE DIVIDEND REINVESTMENT PLAN. Read SEC document |
| January 31, 2020 Filed Feb 4, 2020 18:05 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | GrantRestricted Stock Units · Derivative | 1,309 | $0.00 | $0.00 |
DisclosureSEC source: 0001145536-20-000004 · wf-form4_158083950242638.xml · derivative · entry 2 MOYER GLENN E · CIK 0001145536 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,309 Underlying: Common · 1,309 shares Expires 2022-01-31 F2 · 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, 2019 Filed Feb 1, 2019 17:35 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | GrantRestricted Stock Units · Derivative | 1,384 | $0.00 | $0.00 |
DisclosureSEC source: 0001145536-19-000004 · wf-form4_154904254059790.xml · derivative · entry 2 MOYER GLENN E · CIK 0001145536 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,384 Underlying: Common · 1,384 shares Expires 2021-01-31 F3 · derivative.exercise_price: EACH RESTRICTED STOCK UNIT REPRESENTS A CONTINGENT RIGHT TO RECEIVE ONE SHARE OF COMMON STOCK UPON VESTING OF THE UNIT. F4 · derivative.exercise_date: THE RESTRICTED STOCK UNITS VEST ON THE DATE INDICATED, ASSUMING CONTINUED SERVICE THROUGH THE VESTING DATE. F4 · derivative.expiration_date: THE RESTRICTED STOCK UNITS VEST ON THE DATE INDICATED, ASSUMING CONTINUED SERVICE THROUGH THE VESTING DATE. Read SEC document |
| November 14, 2018 Filed Nov 15, 2018 15:56 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | PurchaseCommon | 1,000 | $24.90 | $24,900.00 |
DisclosureSEC source: 0001145536-18-000006 · wf-form4_154229734416740.xml · nonDerivative · entry 1 MOYER GLENN E · CIK 0001145536 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,145.1155 F1 · balance_after: DOES INCLUDE 2,000 RESTRICTED SHARES SUBJECT TO VESTING. F2 · balance_after: DOES INCLUDE 145.1155 SHARES ACQUIRED ON OR AFTER AUGUST 15, 1996 THROUGH THE DIVIDEND REINVESTMENT PLAN. Read SEC document |
| January 31, 2018 Filed Feb 1, 2018 12:49 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | GrantCommon Stock (Restricted Shares Subject to Vesting) | 1,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001145536-18-000004 · wf-form4_151748933288291.xml · nonDerivative · entry 1 MOYER GLENN E · CIK 0001145536 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,078.1558 F1 · balance_after: DOES INCLUDE 2,000 RESTRICTED SHARES SUBJECT TO VESTING. F2 · balance_after: DOES INCLUDE 78.1558 SHARES ACQUIRED ON OR AFTER AUGUST 15, 1996 THROUGH THE DIVIDEND REINVESTMENT PLAN. Read SEC document |
| January 31, 2017 Filed Feb 6, 2017 19:19 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | GrantCommon Stock (Restricted Shares Subject to Vesting) | 1,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001145536-17-000004 · wf-form4_148640877904831.xml · nonDerivative · entry 1 MOYER GLENN E · CIK 0001145536 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,025.5613 F1 · balance_after: DOES INCLUDE 2,000 RESTRICTED SHARES SUBJECT TO VESTING. F2 · balance_after: DOES INCLUDE 25.5613 SHARES ACQUIRED ON OR AFTER AUGUST 15, 1996 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.