Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| UNIVEST FINANCIAL CorpUVSP · Entity 4881 | Director | May 28, 2021 | June 01, 2021 |
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 May 28, 2021 · Filed June 01, 2021
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| CommonSEC Table I · non-derivative | Direct | 66,346.9108 |
Reported balance
After 2021-05-28 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2021-05-28 · Sale · Disposed 2,500 · Balance 66,346.9108 F1: INCLUDES 17,546.9108 SHARES ACQUIRED THROUGH THE DIVIDEND REINVESTMENT PLAN. |
| CommonSEC Table I · non-derivative | IndirectMother | 5,905 |
Reported balance
Holding disclosure · report date 2021-05-28 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 5,905 |
| CommonSEC Table I · non-derivative | IndirectSpouse | 1,068 |
Reported balance
Holding disclosure · report date 2021-05-28 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 1,068 |
Filing footnotes · ownership attribution and instrument terms
F1: INCLUDES 17,546.9108 SHARES ACQUIRED THROUGH THE DIVIDEND REINVESTMENT PLAN.
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 |
|---|---|---|---|---|---|---|
| May 28, 2021 Filed Jun 1, 2021 21:02 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | SaleCommon | 2,500 | $28.99 | $72,475.00 |
DisclosureSEC source: 0001201787-21-000014 · wf-form4_162258131662793.xml · nonDerivative · entry 1 MOYER K LEON · CIK 0001201787 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 66,346.9108 F1 · balance_after: INCLUDES 17,546.9108 SHARES ACQUIRED THROUGH THE DIVIDEND REINVESTMENT PLAN. Read SEC document |
| May 27, 2021 Filed May 28, 2021 13:39 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | SaleCommon | 2,500 | $28.76 | $71,907.50 |
DisclosureSEC source: 0001201787-21-000012 · wf-form4_162220918423575.xml · nonDerivative · entry 1 MOYER K LEON · CIK 0001201787 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 68,846.9108 F1 · balance_after: INCLUDES 17,546.9108 SHARES ACQUIRED THROUGH THE DIVIDEND REINVESTMENT PLAN. Read SEC document |
| May 14, 2021 Filed May 17, 2021 18:13 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | SaleCommon | 5,000 | $29.07 | $145,340.00 |
DisclosureSEC source: 0001201787-21-000010 · wf-form4_162127519644970.xml · nonDerivative · entry 1 MOYER K LEON · CIK 0001201787 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 71,345.3328 F1 · balance_after: INCLUDES 17,545.3328 SHARES ACQUIRED THROUGH THE DIVIDEND REINVESTMENT PLAN. Read SEC document |
| May 05, 2021 Filed May 5, 2021 19:28 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | SaleCommon | 0.0355 | $29.05 | $1.03 |
DisclosureSEC source: 0001201787-21-000008 · wf-form4_162024291738860.xml · nonDerivative · entry 2 MOYER K LEON · CIK 0001201787 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 76,345.3328 F2 · balance_after: INCLUDES 17,545.3328 SHARES ACQUIRED THROUGH THE DIVIDEND REINVESTMENT PLAN. Read SEC document |
| May 03, 2021 Filed May 5, 2021 19:28 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | SaleCommon | 384 | $28.93 | $11,109.12 |
DisclosureSEC source: 0001201787-21-000008 · wf-form4_162024291738860.xml · nonDerivative · entry 1 MOYER K LEON · CIK 0001201787 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 76,345.3683 F1 · balance_after: INCLUDES 18,137.3683 SHARES ACQUIRED THROUGH THE DIVIDEND REINVESTMENT PLAN AND EMPLOYEE STOCK PURCHASE PLAN. Read SEC document |
| March 11, 2021 Filed Mar 12, 2021 16:22 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | SaleCommon | 1,000 | $28.76 | $28,763.20 |
DisclosureSEC source: 0001201787-21-000006 · wf-form4_161556611266464.xml · nonDerivative · entry 1 MOYER K LEON · CIK 0001201787 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 76,729.3683 F1 · balance_after: INCLUDES 18,137.3683 SHARES ACQUIRED THROUGH THE DIVIDEND REINVESTMENT PLAN AND EMPLOYEE STOCK PURCHASE PLAN. Read SEC document |
| January 31, 2021 Filed Feb 2, 2021 20:15 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | GrantRestricted Stock Units · Derivative | 1,448 | $0.00 | $0.00 |
DisclosureSEC source: 0001201787-21-000004 · wf-form4_161229693364181.xml · derivative · entry 5 MOYER K LEON · CIK 0001201787 · 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 20:15 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | Exercise / conversionRestricted Stock Units · Derivative | 1,384 | $0.00 | $0.00 |
DisclosureSEC source: 0001201787-21-000004 · wf-form4_161229693364181.xml · derivative · entry 4 MOYER K LEON · CIK 0001201787 · 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 20:15 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | Exercise / conversionCommon | 1,384 | $0.00 | $0.00 |
DisclosureSEC source: 0001201787-21-000004 · wf-form4_161229693364181.xml · nonDerivative · entry 1 MOYER K LEON · CIK 0001201787 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 77,722.8579 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 18,130.8679 SHARES ACQUIRED THROUGH THE DIVIDEND REINVESTMENT PLAN AND EMPLOYEE STOCK PURCHASE PLAN. Read SEC document |
| December 04, 2020 Filed Jan 22, 2021 18:03 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | GiftCommon | 100 | $18.76 | $1,876.00 |
DisclosureSEC source: 0001201787-21-000002 · wf-form5_161133860067977.xml · nonDerivative · entry 1 MOYER K LEON · CIK 0001201787 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 76,338.8579 F1 · balance_after: INCLUDES 18,130.8579 SHARES ACQUIRED THROUGH THE DIVIDEND REINVESTMENT PLAN AND EMPLOYEE STOCK PURCHASE PLAN. Read SEC document |
| January 31, 2020 Filed Feb 4, 2020 18:09 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | GrantRestricted Stock Units · Derivative | 1,309 | $0.00 | $0.00 |
DisclosureSEC source: 0001201787-20-000004 · wf-form4_158083972740692.xml · derivative · entry 4 MOYER K LEON · CIK 0001201787 · 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 |
| December 06, 2019 Filed Jan 8, 2020 14:06 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | GiftCommon | 125 | $26.24 | $3,280.00 |
DisclosureSEC source: 0001201787-20-000002 · wf-form5_157849236978971.xml · nonDerivative · entry 2 MOYER K LEON · CIK 0001201787 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 75,596.2697 F1 · balance_after: INCLUDES 1,000 RESTRICTED SHARES SUBJECT TO VESTING. F2 · balance_after: INCLUDES 17,383.4083 SHARES ACQUIRED THROUGH THE DIVIDEND REINVESTMENT PLAN AND EMPLOYEE STOCK PURCHASE PLAN. Read SEC document |
| December 05, 2019 Filed Jan 8, 2020 14:06 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | GiftCommon | 1,200 | $26.03 | $31,236.00 |
DisclosureSEC source: 0001201787-20-000002 · wf-form5_157849236978971.xml · nonDerivative · entry 1 MOYER K LEON · CIK 0001201787 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 75,721.2697 F1 · balance_after: INCLUDES 1,000 RESTRICTED SHARES SUBJECT TO VESTING. F2 · balance_after: INCLUDES 17,383.4083 SHARES ACQUIRED THROUGH THE DIVIDEND REINVESTMENT PLAN AND EMPLOYEE STOCK PURCHASE PLAN. Read SEC document |
| June 04, 2019 Filed Jun 6, 2019 13:54 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | Exercise / conversionStock Options (Right to Buy) · Derivative | 7,000 | $0.00 Strike: $18.78 | $0.00 |
DisclosureSEC source: 0001201787-19-000012 · wf-form4_155982925345658.xml · derivative · entry 6 MOYER K LEON · CIK 0001201787 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common · 7,000 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. F4 · 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 |
| June 04, 2019 Filed Jun 6, 2019 13:54 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | Tax withholdingCommon | 492 | $24.85 | $12,226.20 |
DisclosureSEC source: 0001201787-19-000012 · wf-form4_155982925345658.xml · nonDerivative · entry 3 MOYER K LEON · CIK 0001201787 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 76,617.9033 F3 · shares: SHARES USED TO PAY TAXES. F1 · balance_after: INCLUDES 1,000 RESTRICTED SHARES SUBJECT TO VESTING. F2 · balance_after: INCLUDES 18,405.0419 SHARES ACQUIRED THROUGH THE DIVIDEND REINVESTMENT PLAN AND EMPLOYEE STOCK PURCHASE PLAN. Read SEC document |
| June 04, 2019 Filed Jun 6, 2019 13:54 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | Disposition to issuerCommon | 6,508 | $24.85 | $161,723.80 |
DisclosureSEC source: 0001201787-19-000012 · wf-form4_155982925345658.xml · nonDerivative · entry 2 MOYER K LEON · CIK 0001201787 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 77,109.9033 F1 · balance_after: INCLUDES 1,000 RESTRICTED SHARES SUBJECT TO VESTING. F2 · balance_after: INCLUDES 18,405.0419 SHARES ACQUIRED THROUGH THE DIVIDEND REINVESTMENT PLAN AND EMPLOYEE STOCK PURCHASE PLAN. Read SEC document |
| June 04, 2019 Filed Jun 6, 2019 13:54 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | Exercise / conversionCommon | 7,000 | $18.78 | $131,460.00 |
DisclosureSEC source: 0001201787-19-000012 · wf-form4_155982925345658.xml · nonDerivative · entry 1 MOYER K LEON · CIK 0001201787 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 83,617.9033 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 1,000 RESTRICTED SHARES SUBJECT TO VESTING. F2 · balance_after: INCLUDES 18,405.0419 SHARES ACQUIRED THROUGH THE DIVIDEND REINVESTMENT PLAN AND EMPLOYEE STOCK PURCHASE PLAN. Read SEC document |
| March 15, 2019 Filed Mar 18, 2019 17:54 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | Exercise / conversionStock Options (Right to Buy) · Derivative | 7,000 | $0.00 Strike: $16.88 | $0.00 |
DisclosureSEC source: 0001201787-19-000010 · wf-form4_155293162509075.xml · derivative · entry 6 MOYER K LEON · CIK 0001201787 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common · 7,000 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. F4 · 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 15, 2019 Filed Mar 18, 2019 17:54 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | Tax withholdingCommon | 697 | $26.01 | $18,128.97 |
DisclosureSEC source: 0001201787-19-000010 · wf-form4_155293162509075.xml · nonDerivative · entry 3 MOYER K LEON · CIK 0001201787 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 76,460.5024 F3 · shares: SHARES USED TO PAY TAXES. F1 · balance_after: INCLUDES 1,000 RESTRICTED SHARES SUBJECT TO VESTING. F2 · balance_after: INCLUDES 18,247.6410 SHARES ACQUIRED ON OR AFTER AUGUST 15, 1996 THROUGH THE DIVIDEND REINVESTMENT PLAN AND EMPLOYEE STOCK PURCHASE PLAN. Read SEC document |
| March 15, 2019 Filed Mar 18, 2019 17:54 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | Disposition to issuerCommon | 6,303 | $26.01 | $163,941.03 |
DisclosureSEC source: 0001201787-19-000010 · wf-form4_155293162509075.xml · nonDerivative · entry 2 MOYER K LEON · CIK 0001201787 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 77,157.5024 F1 · balance_after: INCLUDES 1,000 RESTRICTED SHARES SUBJECT TO VESTING. F2 · balance_after: INCLUDES 18,247.6410 SHARES ACQUIRED ON OR AFTER AUGUST 15, 1996 THROUGH THE DIVIDEND REINVESTMENT PLAN AND EMPLOYEE STOCK PURCHASE PLAN. Read SEC document |
| March 15, 2019 Filed Mar 18, 2019 17:54 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | Exercise / conversionCommon | 7,000 | $16.88 | $118,160.00 |
DisclosureSEC source: 0001201787-19-000010 · wf-form4_155293162509075.xml · nonDerivative · entry 1 MOYER K LEON · CIK 0001201787 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 83,460.5024 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 1,000 RESTRICTED SHARES SUBJECT TO VESTING. F2 · balance_after: INCLUDES 18,247.6410 SHARES ACQUIRED ON OR AFTER AUGUST 15, 1996 THROUGH THE DIVIDEND REINVESTMENT PLAN AND EMPLOYEE STOCK PURCHASE PLAN. Read SEC document |
| February 19, 2019 Filed Feb 20, 2019 17:25 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | Exercise / conversionStock Options (Right to Buy) · Derivative | 7,000 | $0.00 Strike: $14.80 | $0.00 |
DisclosureSEC source: 0001201787-19-000008 · wf-form4_155068353822246.xml · derivative · entry 10 MOYER K LEON · CIK 0001201787 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common · 7,000 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. F4 · 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 |
| February 19, 2019 Filed Feb 20, 2019 17:25 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | Tax withholdingCommon | 955 | $25.52 | $24,371.60 |
DisclosureSEC source: 0001201787-19-000008 · wf-form4_155068353822246.xml · nonDerivative · entry 6 MOYER K LEON · CIK 0001201787 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 76,460.5024 F3 · shares: SHARES USED TO PAY TAXES. F1 · balance_after: DOES INCLUDE 1,000 RESTRICTED SHARES SUBJECT TO VESTING. F2 · balance_after: DOES INCLUDE 18,247.6410 SHARES ACQUIRED ON OR AFTER AUGUST 15, 1996 THROUGH THE DIVIDEND REINVESTMENT PLAN AND EMPLOYEE STOCK PURCHASE PLAN. Read SEC document |
| February 19, 2019 Filed Feb 20, 2019 17:25 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | Disposition to issuerCommon | 6,045 | $25.52 | $154,268.40 |
DisclosureSEC source: 0001201787-19-000008 · wf-form4_155068353822246.xml · nonDerivative · entry 5 MOYER K LEON · CIK 0001201787 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 77,415.5024 F1 · balance_after: DOES INCLUDE 1,000 RESTRICTED SHARES SUBJECT TO VESTING. F2 · balance_after: DOES INCLUDE 18,247.6410 SHARES ACQUIRED ON OR AFTER AUGUST 15, 1996 THROUGH THE DIVIDEND REINVESTMENT PLAN AND EMPLOYEE STOCK PURCHASE PLAN. Read SEC document |
| February 19, 2019 Filed Feb 20, 2019 17:25 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | Exercise / conversionCommon | 7,000 | $14.80 | $103,600.00 |
DisclosureSEC source: 0001201787-19-000008 · wf-form4_155068353822246.xml · nonDerivative · entry 4 MOYER K LEON · CIK 0001201787 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 83,460.5024 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: DOES INCLUDE 1,000 RESTRICTED SHARES SUBJECT TO VESTING. F2 · balance_after: DOES INCLUDE 18,247.6410 SHARES ACQUIRED ON OR AFTER AUGUST 15, 1996 THROUGH THE DIVIDEND REINVESTMENT PLAN AND EMPLOYEE STOCK PURCHASE PLAN. Read SEC document |
| February 15, 2019 Filed Feb 20, 2019 17:25 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | Exercise / conversionStock Options (Right to Buy) · Derivative | 7,000 | $0.00 Strike: $17.24 | $0.00 |
DisclosureSEC source: 0001201787-19-000008 · wf-form4_155068353822246.xml · derivative · entry 9 MOYER K LEON · CIK 0001201787 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common · 7,000 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. F4 · 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 |
| February 15, 2019 Filed Feb 20, 2019 17:25 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | Tax withholdingCommon | 738 | $24.97 | $18,427.86 |
DisclosureSEC source: 0001201787-19-000008 · wf-form4_155068353822246.xml · nonDerivative · entry 3 MOYER K LEON · CIK 0001201787 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 76,460.5024 F3 · shares: SHARES USED TO PAY TAXES. F1 · balance_after: DOES INCLUDE 1,000 RESTRICTED SHARES SUBJECT TO VESTING. F2 · balance_after: DOES INCLUDE 18,247.6410 SHARES ACQUIRED ON OR AFTER AUGUST 15, 1996 THROUGH THE DIVIDEND REINVESTMENT PLAN AND EMPLOYEE STOCK PURCHASE PLAN. Read SEC document |
| February 15, 2019 Filed Feb 20, 2019 17:25 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | Disposition to issuerCommon | 6,262 | $24.97 | $156,362.14 |
DisclosureSEC source: 0001201787-19-000008 · wf-form4_155068353822246.xml · nonDerivative · entry 2 MOYER K LEON · CIK 0001201787 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 77,198.5024 F1 · balance_after: DOES INCLUDE 1,000 RESTRICTED SHARES SUBJECT TO VESTING. F2 · balance_after: DOES INCLUDE 18,247.6410 SHARES ACQUIRED ON OR AFTER AUGUST 15, 1996 THROUGH THE DIVIDEND REINVESTMENT PLAN AND EMPLOYEE STOCK PURCHASE PLAN. Read SEC document |
| February 15, 2019 Filed Feb 20, 2019 17:25 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | Exercise / conversionCommon | 7,000 | $17.24 | $120,645.00 |
DisclosureSEC source: 0001201787-19-000008 · wf-form4_155068353822246.xml · nonDerivative · entry 1 MOYER K LEON · CIK 0001201787 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 83,460.5024 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: DOES INCLUDE 1,000 RESTRICTED SHARES SUBJECT TO VESTING. F2 · balance_after: DOES INCLUDE 18,247.6410 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 20:50 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | Tax withholdingCommon | 252 | $24.39 | $6,146.28 |
DisclosureSEC source: 0001201787-19-000006 · wf-form4_154957260648245.xml · nonDerivative · entry 1 MOYER K LEON · CIK 0001201787 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 76,460.5024 F1 · shares: SHARES USED TO PAY TAXES. F2 · balance_after: DOES INCLUDE 1,000 RESTRICTED SHARES SUBJECT TO VESTING. F3 · balance_after: DOES INCLUDE 18,247.6410 SHARES ACQUIRED ON OR AFTER AUGUST 15, 1996 THROUGH THE DIVIDEND REINVESTMENT PLAN AND EMPLOYEE STOCK PURCHASE PLAN. Read SEC document |
| January 31, 2019 Filed Feb 1, 2019 17:41 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | GrantRestricted Stock Units · Derivative | 1,384 | $0.00 | $0.00 |
DisclosureSEC source: 0001201787-19-000004 · wf-form4_154904284682098.xml · derivative · entry 4 MOYER K LEON · CIK 0001201787 · 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 |
| December 20, 2018 Filed Jan 9, 2019 14:35 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | GiftCommon | 1,450 | $21.06 | $30,529.75 |
DisclosureSEC source: 0001201787-19-000002 · wf-form5_154704448774058.xml · nonDerivative · entry 1 MOYER K LEON · CIK 0001201787 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 76,504.4987 F1 · balance_after: DOES INCLUDE 2,739 RESTRICTED SHARES SUBJECT TO VESTING. F2 · balance_after: DOES INCLUDE 18,039.6373 SHARES ACQUIRED ON OR AFTER AUGUST 15, 1996 THROUGH THE DIVIDEND REINVESTMENT PLAN AND EMPLOYEE STOCK PURCHASE PLAN. Read SEC document |
| February 07, 2018 Filed Feb 8, 2018 19:23 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | Tax withholdingCommon | 209 | $27.20 | $5,684.80 |
DisclosureSEC source: 0001201787-18-000008 · wf-form4_151811777866296.xml · nonDerivative · entry 1 MOYER K LEON · CIK 0001201787 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 77,481.1464 F1 · shares: SHARES USED TO PAY TAXES. F2 · balance_after: DOES INCLUDE 2,739 RESTRICTED SHARES SUBJECT TO VESTING. F3 · balance_after: DOES INCLUDE 19,016.2850 SHARES ACQUIRED ON OR AFTER AUGUST 15, 1996 THROUGH THE DIVIDEND REINVESTMENT PLAN AND EMPLOYEE STOCK PURCHASE PLAN. Read SEC document |
| February 06, 2018 Filed Feb 7, 2018 21:13 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | Tax withholdingCommon | 252 | $26.95 | $6,791.40 |
DisclosureSEC source: 0001201787-18-000006 · wf-form4_151803801280011.xml · nonDerivative · entry 1 MOYER K LEON · CIK 0001201787 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 77,690.1464 F1 · shares: SHARES USED TO PAY TAXES. F2 · balance_after: DOES INCLUDE 3,351 RESTRICTED SHARES SUBJECT TO VESTING. F3 · balance_after: DOES INCLUDE 19,016.2850 SHARES ACQUIRED ON OR AFTER AUGUST 15, 1996 THROUGH THE DIVIDEND REINVESTMENT PLAN AND EMPLOYEE STOCK PURCHASE PLAN. Read SEC document |
| January 31, 2018 Filed Feb 1, 2018 12:49 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | GrantCommon (Restricted shares subject to vesting) | 1,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001201787-18-000004 · wf-form4_151748938345070.xml · nonDerivative · entry 1 MOYER K LEON · CIK 0001201787 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 77,942.1464 F1 · balance_after: DOES INCLUDE 4,090 RESTRICTED SHARES SUBJECT TO VESTING. F2 · balance_after: DOES INCLUDE 19,016.2850 SHARES ACQUIRED ON OR AFTER AUGUST 15, 1996 THROUGH THE DIVIDEND REINVESTMENT PLAN AND EMPLOYEE STOCK PURCHASE PLAN. Read SEC document |
| December 29, 2017 Filed Jan 24, 2018 21:42 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | GiftCommon | 1,000 | $28.05 | $28,050.00 |
DisclosureSEC source: 0001201787-18-000002 · wf-form5_151683013875889.xml · nonDerivative · entry 1 MOYER K LEON · CIK 0001201787 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 76,772.9157 F1 · balance_after: DOES INCLUDE 4,090 RESTRICTED SHARES SUBJECT TO VESTING. F2 · balance_after: DOES INCLUDE 18,847.0543 SHARES ACQUIRED ON OR AFTER AUGUST 15, 1996 THROUGH THE DIVIDEND REINVESTMENT PLAN. Read SEC document |
| February 15, 2017 Filed Feb 17, 2017 20:16 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | Disposition to issuerCommon | 1,875 | $0.00 | $0.00 |
DisclosureSEC source: 0001201787-17-000011 · wf-form4_148736260561167.xml · nonDerivative · entry 2 MOYER K LEON · CIK 0001201787 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 77,265.448 F4 · shares: RESTRICTED SHARES CANCELLED. F3 · balance_after: DOES INCLUDE 19,356,5866 SHARES ACQUIRED ON OR AFTER AUGUST 15, 1996 THROUGH THE DIVIDEND REINVESTMENT PLAN AND EMPLOYEE STOCK PURCHASE PLAN. F5 · balance_after: DOES INCLUDE 4,090 RESTRICTED SHARES SUBJECT TO VESTING. Read SEC document |
| February 15, 2017 Filed Feb 17, 2017 20:16 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | Tax withholdingCommon | 1,229 | $28.55 | $35,087.95 |
DisclosureSEC source: 0001201787-17-000011 · wf-form4_148736260561167.xml · nonDerivative · entry 1 MOYER K LEON · CIK 0001201787 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 79,140.448 F1 · shares: VESTED SHARES USED TO PAY TAXES. F2 · balance_after: DOES INCLUDE 5,965 RESTRICTED SHARES SUBJECT TO VESTING. F3 · balance_after: DOES INCLUDE 19,356,5866 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 Mar 20, 2017 15:57 UTC Amendment | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | Disposition to issuerCommon | 1,875 | $0.00 | $0.00 |
DisclosureSEC source: 0001201787-17-000015 · wf-form4a_149002546244324.xml · nonDerivative · entry 2 MOYER K LEON · CIK 0001201787 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 77,282.448 F4 · shares: RESTRICTED SHARES CANCELLED. F3 · balance_after: DOES INCLUDE 19,356,5866 SHARES ACQUIRED ON OR AFTER AUGUST 15, 1996 THROUGH THE DIVIDEND REINVESTMENT PLAN AND EMPLOYEE STOCK PURCHASE PLAN. F5 · balance_after: DOES INCLUDE 4,090 RESTRICTED SHARES SUBJECT TO VESTING. Read SEC document |
| February 15, 2017 Filed Mar 20, 2017 15:57 UTC Amendment | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | Tax withholdingCommon | 1,286 | $28.55 | $36,715.30 |
DisclosureSEC source: 0001201787-17-000015 · wf-form4a_149002546244324.xml · nonDerivative · entry 1 MOYER K LEON · CIK 0001201787 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 79,157.448 F1 · shares: VESTED SHARES USED TO PAY TAXES. F2 · balance_after: DOES INCLUDE 5,965 RESTRICTED SHARES SUBJECT TO VESTING. F3 · balance_after: DOES INCLUDE 19,356,5866 SHARES ACQUIRED ON OR AFTER AUGUST 15, 1996 THROUGH THE DIVIDEND REINVESTMENT PLAN AND EMPLOYEE STOCK PURCHASE PLAN. Read SEC document |
| February 09, 2017 Filed Feb 13, 2017 18:26 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | Tax withholdingCommon | 384 | $27.60 | $10,598.40 |
DisclosureSEC source: 0001201787-17-000009 · wf-form4_148701037537240.xml · nonDerivative · entry 1 MOYER K LEON · CIK 0001201787 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 80,369.448 F1 · shares: SHARES USED TO PAY TAXES. F2 · balance_after: DOES INCLUDE 9,715 RESTRICTED SHARES SUBJECT TO VESTING. F3 · balance_after: DOES INCLUDE 19,356.5866 SHARES ACQUIRED ON OR AFTER AUGUST 15, 1996 THROUGH THE DIVIDEND REINVESTMENT PLAN AND EMPLOYEE STOCK PURCHASE PLAN. Read SEC document |
| February 07, 2017 Filed Feb 8, 2017 16:08 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | Tax withholdingCommon | 227 | $27.35 | $6,208.45 |
DisclosureSEC source: 0001201787-17-000007 · wf-form4_148657008517480.xml · nonDerivative · entry 2 MOYER K LEON · CIK 0001201787 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 80,753.448 F1 · shares: VESTED SHARES USED TO PAY TAXES. F3 · balance_after: DOES INCLUDE 19,356.5866 SHARES ACQUIRED ON OR AFTER AUGUST 15, 1996 THROUGH THE DIVIDEND REINVESTMENT PLAN AND EMPLOYEE STOCK PURCHASE PLAN. F4 · balance_after: DOES INCLUDE 10,750 RESTRICTED SHARES SUBJECT TO VESTING. Read SEC document |
| February 07, 2017 Filed Mar 20, 2017 15:55 UTC Amendment | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | Tax withholdingCommon | 227 | $27.35 | $6,208.45 |
DisclosureSEC source: 0001201787-17-000013 · wf-form4a_149002531256302.xml · nonDerivative · entry 2 MOYER K LEON · CIK 0001201787 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 80,827.448 F1 · shares: VESTED SHARES USED TO PAY TAXES. F3 · balance_after: DOES INCLUDE 19,356.5866 SHARES ACQUIRED ON OR AFTER AUGUST 15, 1996 THROUGH THE DIVIDEND REINVESTMENT PLAN AND EMPLOYEE STOCK PURCHASE PLAN. F4 · balance_after: DOES INCLUDE 10,750 RESTRICTED SHARES SUBJECT TO VESTING. Read SEC document |
| February 06, 2017 Filed Feb 8, 2017 16:08 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | Tax withholdingCommon | 348 | $27.60 | $9,604.80 |
DisclosureSEC source: 0001201787-17-000007 · wf-form4_148657008517480.xml · nonDerivative · entry 1 MOYER K LEON · CIK 0001201787 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 80,980.448 F1 · shares: VESTED SHARES USED TO PAY TAXES. F2 · balance_after: DOES INCLUDE 11,361 RESTRICTED SHARES SUBJECT TO VESTING. F3 · balance_after: DOES INCLUDE 19,356.5866 SHARES ACQUIRED ON OR AFTER AUGUST 15, 1996 THROUGH THE DIVIDEND REINVESTMENT PLAN AND EMPLOYEE STOCK PURCHASE PLAN. Read SEC document |
| February 06, 2017 Filed Mar 20, 2017 15:55 UTC Amendment | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | Tax withholdingCommon | 274 | $27.60 | $7,562.40 |
DisclosureSEC source: 0001201787-17-000013 · wf-form4a_149002531256302.xml · nonDerivative · entry 1 MOYER K LEON · CIK 0001201787 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 81,054.448 F1 · shares: VESTED SHARES USED TO PAY TAXES. F2 · balance_after: DOES INCLUDE 11,361 RESTRICTED SHARES SUBJECT TO VESTING. F3 · balance_after: DOES INCLUDE 19,356.5866 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 19:24 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | GrantCommon Stock (Restricted Shares Subject to Vesting) | 1,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001201787-17-000004 · wf-form4_148640904340250.xml · nonDerivative · entry 1 MOYER K LEON · CIK 0001201787 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 81,328.448 F1 · balance_after: DOES INCLUDE 12,100 RESTRICTED SHARES SUBJECT TO VESTING. F2 · balance_after: DOES INCLUDE 19,356.5866 SHARES ACQUIRED ON OR AFTER AUGUST 15, 1996 THROUGH THE DIVIDEND REINVESTMENT PLAN AND EMPLOYEE STOCK PURCHASE PLAN. Read SEC document |
| December 16, 2016 Filed Jan 13, 2017 21:32 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | GiftCommon | 125 | $30.60 | $3,825.00 |
DisclosureSEC source: 0001201787-17-000002 · wf-form5_148434311474001.xml · nonDerivative · entry 1 MOYER K LEON · CIK 0001201787 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 80,125.0904 F1 · balance_after: DOES INCLUDE 12,100 RESTRICTED SHARES SUBJECT TO VESTING. F2 · balance_after: DOES INCLUDE 19,153.2290 SHARES ACQUIRED ON OR AFTER AUGUST 15, 1996 THROUGH THE DIVIDEND REINVESTMENT PLAN AND EMPLOYEE STOCK PURCHASE PLAN. Read SEC document |
| November 28, 2016 Filed Nov 30, 2016 18:08 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | Exercise / conversionIncentive Stock Options (Right to Buy) · Derivative | 13,500 | $0.00 Strike: $21.11 | $0.00 |
DisclosureSEC source: 0001201787-16-000017 · wf-form4_148052930007261.xml · derivative · entry 14 MOYER K LEON · CIK 0001201787 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common · 13,500 shares Expires 2017-12-31 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. Read SEC document |
| November 28, 2016 Filed Nov 30, 2016 18:08 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | Exercise / conversionIncentive Stock Options (Right to Buy) · Derivative | 4,663 | $0.00 Strike: $22.90 | $0.00 |
DisclosureSEC source: 0001201787-16-000017 · wf-form4_148052930007261.xml · derivative · entry 13 MOYER K LEON · CIK 0001201787 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common · 4,663 shares Expires 2019-01-31 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. Read SEC document |
| November 28, 2016 Filed Nov 30, 2016 18:08 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | Exercise / conversionNon-Qualified Stock Options (Right to Buy) · Derivative | 337 | $0.00 Strike: $22.90 | $0.00 |
DisclosureSEC source: 0001201787-16-000017 · wf-form4_148052930007261.xml · derivative · entry 12 MOYER K LEON · CIK 0001201787 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common · 337 shares Expires 2019-01-31 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. 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.