Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| UNIVEST FINANCIAL CorpUVSP · Entity 4881 | Sr EVP & Chief Credit Officer | March 15, 2022 | March 17, 2022 |
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 March 15, 2022 · Filed March 17, 2022
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| CommonSEC Table I · non-derivative | Direct | 51,626.6605 |
Reported balance
After 2022-03-15 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2022-03-15 · Exercise / conversion · Acquired 350 · Balance 51,626.6605 F1: REPRESENTS THE SETTLEMENT OF ONE SHARE OF COMMON STOCK UPON VESTING OF THE CORRESPONDING NUMBER OF RESTRICTED STOCK UNITS. F2: INCLUDES 9,627.6605 SHARES ACQUIRED THROUGH THE DIVIDEND REINVESTMENT PLAN AND EMPLOYEE STOCK PURCHASE PLAN. |
| CommonSEC Table I · non-derivative | Direct | 52,142.6605 |
Reported balance
After 2022-03-15 transaction · row 2
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 2 · 2022-03-15 · Exercise / conversion · Acquired 516 · Balance 52,142.6605 F1: REPRESENTS THE SETTLEMENT OF ONE SHARE OF COMMON STOCK UPON VESTING OF THE CORRESPONDING NUMBER OF RESTRICTED STOCK UNITS. F2: INCLUDES 9,627.6605 SHARES ACQUIRED THROUGH THE DIVIDEND REINVESTMENT PLAN AND EMPLOYEE STOCK PURCHASE PLAN. |
| CommonSEC Table I · non-derivative | Direct | 52,471.6605 |
Reported balance
After 2022-03-15 transaction · row 3
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 3 · 2022-03-15 · Exercise / conversion · Acquired 329 · Balance 52,471.6605 F1: REPRESENTS THE SETTLEMENT OF ONE SHARE OF COMMON STOCK UPON VESTING OF THE CORRESPONDING NUMBER OF RESTRICTED STOCK UNITS. F2: INCLUDES 9,627.6605 SHARES ACQUIRED THROUGH THE DIVIDEND REINVESTMENT PLAN AND EMPLOYEE STOCK PURCHASE PLAN. |
| CommonSEC Table I · non-derivative | Direct | 54,921.6605 |
Reported balance
After 2022-03-15 transaction · row 4
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 4 · 2022-03-15 · Exercise / conversion · Acquired 2,450 · Balance 54,921.6605 F2: INCLUDES 9,627.6605 SHARES ACQUIRED THROUGH THE DIVIDEND REINVESTMENT PLAN AND EMPLOYEE STOCK PURCHASE PLAN. F3: REPRESENTS THE SETTLEMENT OF ONE SHARE OF COMMON STOCK UPON VESTING OF THE CORRESPONDING NUMBER OF PERFORMANCE-BASED RESTRICTED STOCK UNITS. |
| CommonSEC Table I · non-derivative | Direct | 54,892.6605 |
Reported balance
After 2022-03-15 transaction · row 5
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 5 · 2022-03-15 · Other · Disposed 29 · Balance 54,892.6605 F4: VESTED SHARES CANCELLED DUE TO EVALUATION OF PERFORMANCE FACTORS AFTER MEASUREMENT PERIOD. F2: INCLUDES 9,627.6605 SHARES ACQUIRED THROUGH THE DIVIDEND REINVESTMENT PLAN AND EMPLOYEE STOCK PURCHASE PLAN. |
| CommonSEC Table I · non-derivative | Direct | 53,850.6605 |
Reported balance
After 2022-03-15 transaction · row 6
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 6 · 2022-03-15 · Tax withholding · Disposed 1,042 · Balance 53,850.6605 F2: INCLUDES 9,627.6605 SHARES ACQUIRED THROUGH THE DIVIDEND REINVESTMENT PLAN AND EMPLOYEE STOCK PURCHASE PLAN. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security · Expires 2022-03-15 | Direct | 0 |
Reported balance
After 2022-03-15 transaction · row 7
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 7 · 2022-03-15 · Exercise / conversion · Disposed 350 · Balance 0 F1: REPRESENTS THE SETTLEMENT OF ONE SHARE OF COMMON STOCK UPON VESTING OF THE CORRESPONDING NUMBER OF RESTRICTED STOCK UNITS. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security · Expires 2023-03-15 | Direct | 516 |
Reported balance
After 2022-03-15 transaction · row 8
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 8 · 2022-03-15 · Exercise / conversion · Disposed 516 · Balance 516 F1: REPRESENTS THE SETTLEMENT OF ONE SHARE OF COMMON STOCK UPON VESTING OF THE CORRESPONDING NUMBER OF RESTRICTED STOCK UNITS. F5: 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. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security · Expires 2024-03-15 | Direct | 658 |
Reported balance
After 2022-03-15 transaction · row 9
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 9 · 2022-03-15 · Exercise / conversion · Disposed 329 · Balance 658 F1: REPRESENTS THE SETTLEMENT OF ONE SHARE OF COMMON STOCK UPON VESTING OF THE CORRESPONDING NUMBER OF RESTRICTED STOCK UNITS. F5: 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. |
| Performance Restricted Stock UnitsSEC Table II · derivative / convertible security · Expires 2022-03-15 | Direct | 0 |
Reported balance
After 2022-03-15 transaction · row 10
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 10 · 2022-03-15 · Exercise / conversion · Disposed 2,450 · Balance 0 F3: REPRESENTS THE SETTLEMENT OF ONE SHARE OF COMMON STOCK UPON VESTING OF THE CORRESPONDING NUMBER OF PERFORMANCE-BASED RESTRICTED STOCK UNITS. |
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 9,627.6605 SHARES ACQUIRED THROUGH THE DIVIDEND REINVESTMENT PLAN AND EMPLOYEE STOCK PURCHASE PLAN.
F3: REPRESENTS THE SETTLEMENT OF ONE SHARE OF COMMON STOCK UPON VESTING OF THE CORRESPONDING NUMBER OF PERFORMANCE-BASED RESTRICTED STOCK UNITS.
F4: VESTED SHARES CANCELLED DUE TO EVALUATION OF PERFORMANCE FACTORS AFTER MEASUREMENT PERIOD.
F5: 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.
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 |
|---|---|---|---|---|---|---|
| March 15, 2022 Filed Mar 17, 2022 19:52 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | Exercise / conversionPerformance Restricted Stock Units · Derivative | 2,450 | $0.00 | $0.00 |
DisclosureSEC source: 0001454969-22-000006 · wf-form4_164754673202009.xml · derivative · entry 10 BROBST DUANE J · CIK 0001454969 · Sr EVP & Chief Credit Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common · 2,450 shares Expires 2022-03-15 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, 2022 Filed Mar 17, 2022 19:52 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | Exercise / conversionRestricted Stock Units · Derivative | 329 | $0.00 | $0.00 |
DisclosureSEC source: 0001454969-22-000006 · wf-form4_164754673202009.xml · derivative · entry 9 BROBST DUANE J · CIK 0001454969 · Sr EVP & Chief Credit Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 658 Underlying: Common · 329 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. 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 |
| March 15, 2022 Filed Mar 17, 2022 19:52 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | Exercise / conversionRestricted Stock Units · Derivative | 516 | $0.00 | $0.00 |
DisclosureSEC source: 0001454969-22-000006 · wf-form4_164754673202009.xml · derivative · entry 8 BROBST DUANE J · CIK 0001454969 · Sr EVP & Chief Credit Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 516 Underlying: Common · 516 shares Expires 2023-03-15 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 |
| March 15, 2022 Filed Mar 17, 2022 19:52 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | Exercise / conversionRestricted Stock Units · Derivative | 350 | $0.00 | $0.00 |
DisclosureSEC source: 0001454969-22-000006 · wf-form4_164754673202009.xml · derivative · entry 7 BROBST DUANE J · CIK 0001454969 · Sr EVP & Chief Credit Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common · 350 shares Expires 2022-03-15 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. Read SEC document |
| March 15, 2022 Filed Mar 17, 2022 19:52 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | Tax withholdingCommon | 1,042 | $28.21 | $29,394.82 |
DisclosureSEC source: 0001454969-22-000006 · wf-form4_164754673202009.xml · nonDerivative · entry 6 BROBST DUANE J · CIK 0001454969 · Sr EVP & Chief Credit Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 53,850.6605 F2 · balance_after: INCLUDES 9,627.6605 SHARES ACQUIRED THROUGH THE DIVIDEND REINVESTMENT PLAN AND EMPLOYEE STOCK PURCHASE PLAN. Read SEC document |
| March 15, 2022 Filed Mar 17, 2022 19:52 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | OtherCommon | 29 | $0.00 | $0.00 |
DisclosureSEC source: 0001454969-22-000006 · wf-form4_164754673202009.xml · nonDerivative · entry 5 BROBST DUANE J · CIK 0001454969 · Sr EVP & Chief Credit Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 54,892.6605 F4 · shares: VESTED SHARES CANCELLED DUE TO EVALUATION OF PERFORMANCE FACTORS AFTER MEASUREMENT PERIOD. F2 · balance_after: INCLUDES 9,627.6605 SHARES ACQUIRED THROUGH THE DIVIDEND REINVESTMENT PLAN AND EMPLOYEE STOCK PURCHASE PLAN. Read SEC document |
| March 15, 2022 Filed Mar 17, 2022 19:52 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | Exercise / conversionCommon | 2,450 | $0.00 | $0.00 |
DisclosureSEC source: 0001454969-22-000006 · wf-form4_164754673202009.xml · nonDerivative · entry 4 BROBST DUANE J · CIK 0001454969 · Sr EVP & Chief Credit Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 54,921.6605 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 · balance_after: INCLUDES 9,627.6605 SHARES ACQUIRED THROUGH THE DIVIDEND REINVESTMENT PLAN AND EMPLOYEE STOCK PURCHASE PLAN. F3 · balance_after: 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, 2022 Filed Mar 17, 2022 19:52 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | Exercise / conversionCommon | 329 | $0.00 | $0.00 |
DisclosureSEC source: 0001454969-22-000006 · wf-form4_164754673202009.xml · nonDerivative · entry 3 BROBST DUANE J · CIK 0001454969 · Sr EVP & Chief Credit Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 52,471.6605 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 9,627.6605 SHARES ACQUIRED THROUGH THE DIVIDEND REINVESTMENT PLAN AND EMPLOYEE STOCK PURCHASE PLAN. Read SEC document |
| March 15, 2022 Filed Mar 17, 2022 19:52 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | Exercise / conversionCommon | 516 | $0.00 | $0.00 |
DisclosureSEC source: 0001454969-22-000006 · wf-form4_164754673202009.xml · nonDerivative · entry 2 BROBST DUANE J · CIK 0001454969 · Sr EVP & Chief Credit Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 52,142.6605 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 9,627.6605 SHARES ACQUIRED THROUGH THE DIVIDEND REINVESTMENT PLAN AND EMPLOYEE STOCK PURCHASE PLAN. Read SEC document |
| March 15, 2022 Filed Mar 17, 2022 19:52 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | Exercise / conversionCommon | 350 | $0.00 | $0.00 |
DisclosureSEC source: 0001454969-22-000006 · wf-form4_164754673202009.xml · nonDerivative · entry 1 BROBST DUANE J · CIK 0001454969 · Sr EVP & Chief Credit Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 51,626.6605 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 9,627.6605 SHARES ACQUIRED THROUGH THE DIVIDEND REINVESTMENT PLAN AND EMPLOYEE STOCK PURCHASE PLAN. Read SEC document |
| March 11, 2022 Filed Mar 15, 2022 15:52 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | Exercise / conversionStock Options (Right to Buy) · Derivative | 4,161 | $0.00 Strike: $19.68 | $0.00 |
DisclosureSEC source: 0001454969-22-000004 · wf-form4_164735952441772.xml · derivative · entry 8 BROBST DUANE J · CIK 0001454969 · Sr EVP & Chief Credit Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common · 4,161 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 WERE EXERCISABLE AT 33.3% PER YEAR FOR THREE YEARS COMMENCING WITH THE EXERCISABLE DATE INDICATED. Read SEC document |
| March 11, 2022 Filed Mar 15, 2022 15:52 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | Exercise / conversionStock Options (Right to Buy) · Derivative | 4,500 | $0.00 Strike: $18.52 | $0.00 |
DisclosureSEC source: 0001454969-22-000004 · wf-form4_164735952441772.xml · derivative · entry 7 BROBST DUANE J · CIK 0001454969 · Sr EVP & Chief Credit Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common · 4,500 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. F2 · derivative.exercise_date: AT THE GRANT DATE, STOCK OPTIONS WERE EXERCISABLE AT 33.3% PER YEAR FOR THREE YEARS COMMENCING WITH THE EXERCISABLE DATE INDICATED. Read SEC document |
| March 11, 2022 Filed Mar 15, 2022 15:52 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | Exercise / conversionStock Options (Right to Buy) · Derivative | 1,333 | $0.00 Strike: $18.78 | $0.00 |
DisclosureSEC source: 0001454969-22-000004 · wf-form4_164735952441772.xml · derivative · entry 6 BROBST DUANE J · CIK 0001454969 · Sr EVP & Chief Credit Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common · 1,333 shares Expires 2024-01-31 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 WERE EXERCISABLE AT 33.3% PER YEAR FOR THREE YEARS COMMENCING WITH THE EXERCISABLE DATE INDICATED. Read SEC document |
| March 11, 2022 Filed Mar 15, 2022 15:52 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | Exercise / conversionStock Options (Right to Buy) · Derivative | 667 | $0.00 Strike: $16.88 | $0.00 |
DisclosureSEC source: 0001454969-22-000004 · wf-form4_164735952441772.xml · derivative · entry 5 BROBST DUANE J · CIK 0001454969 · Sr EVP & Chief Credit Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common · 667 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. F2 · derivative.exercise_date: AT THE GRANT DATE, STOCK OPTIONS WERE EXERCISABLE AT 33.3% PER YEAR FOR THREE YEARS COMMENCING WITH THE EXERCISABLE DATE INDICATED. Read SEC document |
| March 11, 2022 Filed Mar 15, 2022 15:52 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | Exercise / conversionCommon | 4,161 | $19.68 | $81,888.48 |
DisclosureSEC source: 0001454969-22-000004 · wf-form4_164735952441772.xml · nonDerivative · entry 4 BROBST DUANE J · CIK 0001454969 · Sr EVP & Chief Credit Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 51,006.7622 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 9,357.7622 SHARES ACQUIRED THROUGH THE DIVIDEND REINVESTMENT PLAN. Read SEC document |
| March 11, 2022 Filed Mar 15, 2022 15:52 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | Exercise / conversionCommon | 4,500 | $18.52 | $83,340.00 |
DisclosureSEC source: 0001454969-22-000004 · wf-form4_164735952441772.xml · nonDerivative · entry 3 BROBST DUANE J · CIK 0001454969 · Sr EVP & Chief Credit Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 46,845.7622 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 9,357.7622 SHARES ACQUIRED THROUGH THE DIVIDEND REINVESTMENT PLAN. Read SEC document |
| March 11, 2022 Filed Mar 15, 2022 15:52 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | Exercise / conversionCommon | 1,333 | $18.78 | $25,033.74 |
DisclosureSEC source: 0001454969-22-000004 · wf-form4_164735952441772.xml · nonDerivative · entry 2 BROBST DUANE J · CIK 0001454969 · Sr EVP & Chief Credit Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 42,345.7622 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 9,357.7622 SHARES ACQUIRED THROUGH THE DIVIDEND REINVESTMENT PLAN. Read SEC document |
| March 11, 2022 Filed Mar 15, 2022 15:52 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | Exercise / conversionCommon | 667 | $16.88 | $11,258.96 |
DisclosureSEC source: 0001454969-22-000004 · wf-form4_164735952441772.xml · nonDerivative · entry 1 BROBST DUANE J · CIK 0001454969 · Sr EVP & Chief Credit Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 41,012.7622 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 9,357.7622 SHARES ACQUIRED THROUGH THE DIVIDEND REINVESTMENT PLAN. Read SEC document |
| September 07, 2021 Filed Sep 8, 2021 20:20 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | SaleCommon | 0.4636 | $27.16 | $12.59 |
DisclosureSEC source: 0001454969-21-000006 · wf-form4_163113244383263.xml · nonDerivative · entry 1 BROBST DUANE J · CIK 0001454969 · Sr EVP & Chief Credit Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 40,078.5805 F1 · balance_after: INCLUDES 9,090.5805 SHARES ACQUIRED THROUGH THE DIVIDEND REINVESTMENT PLAN. Read SEC document |
| March 15, 2021 Filed Mar 17, 2021 18:27 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | GrantPerformance Restricted Stock Units · Derivative | 2,296 | $0.00 | $0.00 |
DisclosureSEC source: 0001454969-21-000004 · wf-form4_161600564045242.xml · derivative · entry 10 BROBST DUANE J · CIK 0001454969 · Sr EVP & Chief Credit Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,296 Underlying: Common · 2,296 shares Expires 2024-03-15 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, 2021 Filed Mar 17, 2021 18:27 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | GrantRestricted Stock Units · Derivative | 987 | $0.00 | $0.00 |
DisclosureSEC source: 0001454969-21-000004 · wf-form4_161600564045242.xml · derivative · entry 9 BROBST DUANE J · CIK 0001454969 · Sr EVP & Chief Credit Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 987 Underlying: Common · 987 shares Expires 2024-03-15 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, 2021 Filed Mar 17, 2021 18:27 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | Exercise / conversionRestricted Stock Units · Derivative | 516 | $0.00 | $0.00 |
DisclosureSEC source: 0001454969-21-000004 · wf-form4_161600564045242.xml · derivative · entry 8 BROBST DUANE J · CIK 0001454969 · Sr EVP & Chief Credit Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,032 Underlying: Common · 516 shares Expires 2023-03-15 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. F4 · 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 |
| March 15, 2021 Filed Mar 17, 2021 18:27 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | Exercise / conversionRestricted Stock Units · Derivative | 350 | $0.00 | $0.00 |
DisclosureSEC source: 0001454969-21-000004 · wf-form4_161600564045242.xml · derivative · entry 7 BROBST DUANE J · CIK 0001454969 · Sr EVP & Chief Credit Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 350 Underlying: Common · 350 shares Expires 2022-03-15 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. F4 · 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 |
| March 15, 2021 Filed Mar 17, 2021 18:27 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | Tax withholdingCommon | 144 | $28.42 | $4,092.48 |
DisclosureSEC source: 0001454969-21-000004 · wf-form4_161600564045242.xml · nonDerivative · entry 6 BROBST DUANE J · CIK 0001454969 · Sr EVP & Chief Credit Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 39,705.9142 F3 · shares: SHARES USED TO PAY TAXES. F2 · balance_after: INCLUDES 10,351.9142 SHARES ACQUIRED THROUGH THE DIVIDEND REINVESTMENT PLAN AND EMPLOYEE STOCK PURCHASE PLAN. Read SEC document |
| March 15, 2021 Filed Mar 17, 2021 18:27 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | Exercise / conversionCommon | 516 | $0.00 | $0.00 |
DisclosureSEC source: 0001454969-21-000004 · wf-form4_161600564045242.xml · nonDerivative · entry 5 BROBST DUANE J · CIK 0001454969 · Sr EVP & Chief Credit Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 39,849.9142 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 · balance_after: INCLUDES 10,351.9142 SHARES ACQUIRED THROUGH THE DIVIDEND REINVESTMENT PLAN AND EMPLOYEE STOCK PURCHASE PLAN. F4 · balance_after: REPRESENTS THE SETTLEMENT OF ONE SHARE OF COMMON STOCK UPON VESTING OF THE CORRESPONDING NUMBER OF RESTRICTED STOCK UNITS. Read SEC document |
| March 15, 2021 Filed Mar 17, 2021 18:27 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | Tax withholdingCommon | 101 | $28.42 | $2,870.42 |
DisclosureSEC source: 0001454969-21-000004 · wf-form4_161600564045242.xml · nonDerivative · entry 4 BROBST DUANE J · CIK 0001454969 · Sr EVP & Chief Credit Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 39,333.9142 F3 · shares: SHARES USED TO PAY TAXES. F2 · balance_after: INCLUDES 10,351.9142 SHARES ACQUIRED THROUGH THE DIVIDEND REINVESTMENT PLAN AND EMPLOYEE STOCK PURCHASE PLAN. Read SEC document |
| March 15, 2021 Filed Mar 17, 2021 18:27 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | Exercise / conversionCommon | 350 | $0.00 | $0.00 |
DisclosureSEC source: 0001454969-21-000004 · wf-form4_161600564045242.xml · nonDerivative · entry 3 BROBST DUANE J · CIK 0001454969 · Sr EVP & Chief Credit Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 39,434.9142 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 · balance_after: INCLUDES 10,351.9142 SHARES ACQUIRED THROUGH THE DIVIDEND REINVESTMENT PLAN AND EMPLOYEE STOCK PURCHASE PLAN. F4 · balance_after: REPRESENTS THE SETTLEMENT OF ONE SHARE OF COMMON STOCK UPON VESTING OF THE CORRESPONDING NUMBER OF RESTRICTED STOCK UNITS. Read SEC document |
| March 15, 2021 Filed Mar 17, 2021 18:27 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | Tax withholdingCommon | 488 | $28.42 | $13,868.96 |
DisclosureSEC source: 0001454969-21-000004 · wf-form4_161600564045242.xml · nonDerivative · entry 2 BROBST DUANE J · CIK 0001454969 · Sr EVP & Chief Credit Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 39,084.9142 F3 · shares: SHARES USED TO PAY TAXES. F2 · balance_after: INCLUDES 10,351.9142 SHARES ACQUIRED THROUGH THE DIVIDEND REINVESTMENT PLAN AND EMPLOYEE STOCK PURCHASE PLAN. Read SEC document |
| March 15, 2021 Filed Mar 17, 2021 18:27 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | Disposition to issuerCommon | 463 | $0.00 | $0.00 |
DisclosureSEC source: 0001454969-21-000004 · wf-form4_161600564045242.xml · nonDerivative · entry 1 BROBST DUANE J · CIK 0001454969 · Sr EVP & Chief Credit Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 39,572.9142 F1 · shares: RESTRICTED SHARES CANCELLED. F2 · balance_after: INCLUDES 10,351.9142 SHARES ACQUIRED THROUGH THE DIVIDEND REINVESTMENT PLAN AND EMPLOYEE STOCK PURCHASE PLAN. Read SEC document |
| March 15, 2020 Filed Mar 17, 2020 18:01 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | GrantPerformance Restricted Stock Units · Derivative | 3,611 | $0.00 | $0.00 |
DisclosureSEC source: 0001454969-20-000006 · wf-form4_158446805176487.xml · derivative · entry 5 BROBST DUANE J · CIK 0001454969 · Sr EVP & Chief Credit Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,611 Underlying: Common · 3,611 shares Expires 2023-03-15 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, 2020 Filed Mar 17, 2020 18:01 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | GrantRestricted Stock Units · Derivative | 1,548 | $0.00 | $0.00 |
DisclosureSEC source: 0001454969-20-000006 · wf-form4_158446805176487.xml · derivative · entry 4 BROBST DUANE J · CIK 0001454969 · Sr EVP & Chief Credit Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,548 Underlying: Common · 1,548 shares Expires 2023-03-15 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, 2020 Filed Mar 17, 2020 18:01 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | Exercise / conversionRestricted Stock Units · Derivative | 350 | $0.00 | $0.00 |
DisclosureSEC source: 0001454969-20-000006 · wf-form4_158446805176487.xml · derivative · entry 3 BROBST DUANE J · CIK 0001454969 · Sr EVP & Chief Credit Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 700 Underlying: Common · 350 shares Expires 2022-03-15 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, 2020 Filed Mar 17, 2020 18:01 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | Tax withholdingCommon | 98 | $18.08 | $1,771.84 |
DisclosureSEC source: 0001454969-20-000006 · wf-form4_158446805176487.xml · nonDerivative · entry 2 BROBST DUANE J · CIK 0001454969 · Sr EVP & Chief Credit Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 38,819.9084 F2 · balance_after: INCLUDES 9,135.9084 SHARES ACQUIRED THROUGH THE DIVIDEND REINVESTMENT PLAN AND EMPLOYEE STOCK PURCHASE PLAN. Read SEC document |
| March 15, 2020 Filed Mar 17, 2020 18:01 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | Exercise / conversionCommon | 350 | $0.00 | $0.00 |
DisclosureSEC source: 0001454969-20-000006 · wf-form4_158446805176487.xml · nonDerivative · entry 1 BROBST DUANE J · CIK 0001454969 · Sr EVP & Chief Credit Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 38,917.9084 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 9,135.9084 SHARES ACQUIRED THROUGH THE DIVIDEND REINVESTMENT PLAN AND EMPLOYEE STOCK PURCHASE PLAN. Read SEC document |
| February 15, 2020 Filed Feb 19, 2020 16:47 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | Tax withholdingCommon | 543 | $25.70 | $13,955.10 |
DisclosureSEC source: 0001454969-20-000004 · wf-form4_158213085199201.xml · nonDerivative · entry 2 BROBST DUANE J · CIK 0001454969 · Sr EVP & Chief Credit Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 38,567.9084 F4 · shares: SHARES USED TO PAY TAXES. F2 · balance_after: INCLUDES 9,135.9084 SHARES ACQUIRED THROUGH THE DIVIDEND REINVESTMENT PLAN AND EMPLOYEE STOCK PURCHASE PLAN. F5 · balance_after: INCLUDES 2,166 PERFORMANCE-BASED RESTRICTED SHARES SUBJECT TO VESTING 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 |
| February 15, 2020 Filed Feb 19, 2020 16:47 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | Disposition to issuerCommon | 546 | $0.00 | $0.00 |
DisclosureSEC source: 0001454969-20-000004 · wf-form4_158213085199201.xml · nonDerivative · entry 1 BROBST DUANE J · CIK 0001454969 · Sr EVP & Chief Credit Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 39,110.9084 F1 · shares: RESTRICTED SHARES CANCELLED. F2 · balance_after: INCLUDES 9,135.9084 SHARES ACQUIRED THROUGH THE DIVIDEND REINVESTMENT PLAN AND EMPLOYEE STOCK PURCHASE PLAN. F3 · balance_after: INCLUDES 3,761 PERFORMANCE-BASED RESTRICTED SHARES SUBJECT TO VESTING 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, 2019 Filed Mar 19, 2019 18:24 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | GrantPerformance Restricted Stock Units · Derivative | 2,450 | $0.00 | $0.00 |
DisclosureSEC source: 0001454969-19-000008 · wf-form4_155301986294867.xml · derivative · entry 3 BROBST DUANE J · CIK 0001454969 · Sr EVP & Chief Credit Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,450 Underlying: Common · 2,450 shares Expires 2022-03-15 F3 · 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, 2019 Filed Mar 19, 2019 18:24 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | GrantRestricted Stock Units · Derivative | 1,050 | $0.00 | $0.00 |
DisclosureSEC source: 0001454969-19-000008 · wf-form4_155301986294867.xml · derivative · entry 2 BROBST DUANE J · CIK 0001454969 · Sr EVP & Chief Credit Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,050 Underlying: Common · 1,050 shares Expires 2022-03-15 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: 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. F4 · 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 |
| February 15, 2019 Filed Feb 20, 2019 12:28 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | Tax withholdingCommon | 555 | $24.97 | $13,858.35 |
DisclosureSEC source: 0001454969-19-000006 · wf-form4_155066569050766.xml · nonDerivative · entry 2 BROBST DUANE J · CIK 0001454969 · Sr EVP & Chief Credit Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 38,865.7395 F4 · shares: SHARES USED TO PAY TAXES. F3 · balance_after: DOES INCLUDE 8,344.7395 SHARES ACQUIRED ON OR AFTER AUGUST 15, 1996 THROUGH THE DIVIDEND REINVESTMENT PLAN AND EMPLOYEE STOCK PURCHASE PLAN. F5 · balance_after: DOES INCLUDE 4,307 RESTRICTED SHARES SUBJECT TO VESTING. Read SEC document |
| February 15, 2019 Filed Feb 20, 2019 12:28 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | Disposition to issuerCommon | 1,429 | $0.00 | $0.00 |
DisclosureSEC source: 0001454969-19-000006 · wf-form4_155066569050766.xml · nonDerivative · entry 1 BROBST DUANE J · CIK 0001454969 · Sr EVP & Chief Credit Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 39,420.7395 F1 · shares: RESTRICTED SHARES CANCELLED. F2 · balance_after: DOES INCLUDE 5,937 RESTRICTED SHARES SUBJECT TO VESTING. F3 · balance_after: DOES INCLUDE 8,344.7395 SHARES ACQUIRED ON OR AFTER AUGUST 15, 1996 THROUGH THE DIVIDEND REINVESTMENT PLAN AND EMPLOYEE STOCK PURCHASE PLAN. Read SEC document |
| February 06, 2019 Filed Feb 7, 2019 21:06 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | Tax withholdingCommon | 19 | $24.39 | $463.41 |
DisclosureSEC source: 0001454969-19-000004 · wf-form4_154957359403287.xml · nonDerivative · entry 1 BROBST DUANE J · CIK 0001454969 · Sr EVP & Chief Credit Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 40,849.7395 F1 · shares: SHARES USED TO PAY TAXES. F2 · balance_after: DOES INCLUDE 7,366 RESTRICTED SHARES SUBJECT TO VESTING. F3 · balance_after: DOES INCLUDE 8,344.7395 SHARES ACQUIRED ON OR AFTER AUGUST 15, 1996 THROUGH THE DIVIDEND REINVESTMENT PLAN AND EMPLOYEE STOCK PURCHASE PLAN. Read SEC document |
| March 15, 2018 Filed Mar 19, 2018 20:04 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | GrantStock Options (Right to Buy) · Derivative | 4,096 | $28.50 Strike: $28.50 | $116,736.00 |
DisclosureSEC source: 0001454969-18-000006 · wf-form4_152148985611793.xml · derivative · entry 3 BROBST DUANE J · CIK 0001454969 · Sr EVP & Chief Risk Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,096 Underlying: Common · 4,096 shares Expires 2028-03-15 F3 · derivative.exercise_date: Stock options become exercisable at 33.3 percent per year for each of the following three years Read SEC document |
| March 15, 2018 Filed Mar 19, 2018 20:04 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | GrantCommon Stock (Restricted Shares Subject to Vesting) | 2,166 | $0.00 | $0.00 |
DisclosureSEC source: 0001454969-18-000006 · wf-form4_152148985611793.xml · nonDerivative · entry 1 BROBST DUANE J · CIK 0001454969 · Sr EVP & Chief Risk Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 40,061.1103 F1 · balance_after: DOES INCLUDE 7,421 RESTRICTED SHARES SUBJECT TO VESTING. F2 · balance_after: DOES INCLUDE 7,537.1103 SHARES ACQUIRED ON OR AFTER AUGUST 15, 1996 THROUGH THE DIVIDEND REINVESTMENT PLAN AND EMPLOYEE STOCK PURCHASE PLAN. Read SEC document |
| February 15, 2018 Filed Feb 16, 2018 20:16 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | Tax withholdingCommon | 851 | $27.60 | $23,487.60 |
DisclosureSEC source: 0001454969-18-000004 · wf-form4_151881217012187.xml · nonDerivative · entry 2 BROBST DUANE J · CIK 0001454969 · Sr EVP & Chief Risk Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 37,895.1103 F4 · shares: SHARES USED TO PAY TAXES. F3 · balance_after: DOES INCLUDE 7,537.1103 SHARES ACQUIRED ON OR AFTER AUGUST 15, 1996 THROUGH THE DIVIDEND REINVESTMENT PLAN AND EMPLOYEE STOCK PURCHASE PLAN. F5 · balance_after: DOES INCLUDE 5,255 RESTRICTED SHARES SUBJECT TO VESTING. Read SEC document |
| February 15, 2018 Filed Feb 16, 2018 20:16 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | Disposition to issuerCommon | 1,250 | $0.00 | $0.00 |
DisclosureSEC source: 0001454969-18-000004 · wf-form4_151881217012187.xml · nonDerivative · entry 1 BROBST DUANE J · CIK 0001454969 · Sr EVP & Chief Risk Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 38,746.1103 F1 · shares: RESTRICTED SHARES CANCELLED. F2 · balance_after: DOES INCLUDE 7,755 RESTRICTED SHARES SUBJECT TO VESTING. F3 · balance_after: DOES INCLUDE 7,537.1103 SHARES ACQUIRED ON OR AFTER AUGUST 15, 1996 THROUGH THE DIVIDEND REINVESTMENT PLAN AND EMPLOYEE STOCK PURCHASE PLAN. Read SEC document |
| February 15, 2017 Filed Feb 17, 2017 20:05 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | Disposition to issuerCommon | 750 | $0.00 | $0.00 |
DisclosureSEC source: 0001454969-17-000009 · wf-form4_148736194039451.xml · nonDerivative · entry 2 BROBST DUANE J · CIK 0001454969 · Sr EVP & Chief Risk Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 39,278.2995 F4 · shares: RESTRICTED SHARES CANCELLED. F2 · balance_after: DOES INCLUDE 6,819.2995 SHARES ACQUIRED ON OR AFTER AUGUST 15, 1996 THROUGH THE DIVIDEND REINVESTMENT PLAN AND EMPLOYEE STOCK PURCHASE PLAN. F5 · balance_after: DOES INCLUDE 9,060 RESTRICTED SHARES SUBJECT TO VESTING. Read SEC document |
| February 15, 2017 Filed Feb 17, 2017 20:05 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | Tax withholdingCommon | 492 | $28.55 | $14,046.60 |
DisclosureSEC source: 0001454969-17-000009 · wf-form4_148736194039451.xml · nonDerivative · entry 1 BROBST DUANE J · CIK 0001454969 · Sr EVP & Chief Risk Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 40,028.2995 F1 · shares: VESTED SHARES USED TO PAY TAXES. F2 · balance_after: DOES INCLUDE 6,819.2995 SHARES ACQUIRED ON OR AFTER AUGUST 15, 1996 THROUGH THE DIVIDEND REINVESTMENT PLAN AND EMPLOYEE STOCK PURCHASE PLAN. F3 · balance_after: DOES INCLUDE 9,810 RESTRICTED SHARES SUBJECT TO VESTING. Read SEC document |
| February 06, 2017 Filed Feb 8, 2017 14:59 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | Tax withholdingCommon | 21 | $27.60 | $579.60 |
DisclosureSEC source: 0001454969-17-000007 · wf-form4_148656598171249.xml · nonDerivative · entry 1 BROBST DUANE J · CIK 0001454969 · Sr EVP & Chief Risk Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 40,520.2995 F1 · shares: VESTED SHARES USED TO PAY TAXES. F2 · balance_after: DOES INCLUDE 11,310 RESTRICTED SHARES SUBJECT TO VESTING. F3 · balance_after: DOES INCLUDE 6,819.2995 SHARES ACQUIRED ON OR AFTER AUGUST 15, 1996 THROUGH THE DIVIDEND REINVESTMENT PLAN AND EMPLOYEE STOCK PURCHASE PLAN. Read SEC document |
| January 31, 2017 Filed Feb 6, 2017 19:48 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | GrantNon Qualified Stock Options (Right to Buy) · Derivative | 132 | $28.15 Strike: $28.15 | $3,715.80 |
DisclosureSEC source: 0001454969-17-000004 · wf-form4_148641048384055.xml · derivative · entry 4 BROBST DUANE J · CIK 0001454969 · Sr EVP & Chief Risk Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 132 Underlying: Common · 132 shares Expires 2027-01-31 Read SEC document |
| January 31, 2017 Filed Feb 6, 2017 19:48 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | GrantIncentive Stock Options (Right to Buy) · Derivative | 3,712 | $28.15 Strike: $28.15 | $104,492.80 |
DisclosureSEC source: 0001454969-17-000004 · wf-form4_148641048384055.xml · derivative · entry 3 BROBST DUANE J · CIK 0001454969 · Sr EVP & Chief Risk Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,712 Underlying: Common · 3,712 shares Expires 2027-01-31 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.