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 |
|---|---|---|---|---|---|---|
| November 28, 2016 Filed Nov 30, 2016 18:08 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | Tax withholdingCommon | 1,357 | $27.95 | $37,928.15 |
DisclosureSEC source: 0001201787-16-000017 · wf-form4_148052930007261.xml · nonDerivative · entry 9 MOYER K LEON · CIK 0001201787 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 80,250.0904 F3 · shares: SHARES USED TO PAY TAXES. F1 · balance_after: DOES INCLUDE 12,100 RESTRICTED SHARES SUBJECT TO VESTING. F2 · balance_after: DOES INCLUDE 19,278.2290 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 | Disposition to issuerCommon | 12,143 | $27.95 | $339,396.85 |
DisclosureSEC source: 0001201787-16-000017 · wf-form4_148052930007261.xml · nonDerivative · entry 8 MOYER K LEON · CIK 0001201787 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 81,607.0904 F1 · balance_after: DOES INCLUDE 12,100 RESTRICTED SHARES SUBJECT TO VESTING. F2 · balance_after: DOES INCLUDE 19,278.2290 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 / conversionCommon | 13,500 | $21.11 | $284,985.00 |
DisclosureSEC source: 0001201787-16-000017 · wf-form4_148052930007261.xml · nonDerivative · entry 7 MOYER K LEON · CIK 0001201787 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 93,750.0904 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 12,100 RESTRICTED SHARES SUBJECT TO VESTING. F2 · balance_after: DOES INCLUDE 19,278.2290 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 | Tax withholdingCommon | 344 | $27.95 | $9,614.80 |
DisclosureSEC source: 0001201787-16-000017 · wf-form4_148052930007261.xml · nonDerivative · entry 6 MOYER K LEON · CIK 0001201787 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 80,250.0904 F3 · shares: SHARES USED TO PAY TAXES. F1 · balance_after: DOES INCLUDE 12,100 RESTRICTED SHARES SUBJECT TO VESTING. F2 · balance_after: DOES INCLUDE 19,278.2290 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 | Disposition to issuerCommon | 4,319 | $27.95 | $120,716.05 |
DisclosureSEC source: 0001201787-16-000017 · wf-form4_148052930007261.xml · nonDerivative · entry 5 MOYER K LEON · CIK 0001201787 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 80,594.0904 F1 · balance_after: DOES INCLUDE 12,100 RESTRICTED SHARES SUBJECT TO VESTING. F2 · balance_after: DOES INCLUDE 19,278.2290 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 / conversionCommon | 4,663 | $22.90 | $106,782.70 |
DisclosureSEC source: 0001201787-16-000017 · wf-form4_148052930007261.xml · nonDerivative · entry 4 MOYER K LEON · CIK 0001201787 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 84,913.0904 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 12,100 RESTRICTED SHARES SUBJECT TO VESTING. F2 · balance_after: DOES INCLUDE 19,278.2290 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 | Tax withholdingCommon | 25 | $27.95 | $698.75 |
DisclosureSEC source: 0001201787-16-000017 · wf-form4_148052930007261.xml · nonDerivative · entry 3 MOYER K LEON · CIK 0001201787 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 80,250.0904 F3 · shares: SHARES USED TO PAY TAXES. F1 · balance_after: DOES INCLUDE 12,100 RESTRICTED SHARES SUBJECT TO VESTING. F2 · balance_after: DOES INCLUDE 19,278.2290 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 | Disposition to issuerCommon | 312 | $27.95 | $8,720.40 |
DisclosureSEC source: 0001201787-16-000017 · wf-form4_148052930007261.xml · nonDerivative · entry 2 MOYER K LEON · CIK 0001201787 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 80,275.0904 F1 · balance_after: DOES INCLUDE 12,100 RESTRICTED SHARES SUBJECT TO VESTING. F2 · balance_after: DOES INCLUDE 19,278.2290 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 / conversionCommon | 337 | $22.90 | $7,717.30 |
DisclosureSEC source: 0001201787-16-000017 · wf-form4_148052930007261.xml · nonDerivative · entry 1 MOYER K LEON · CIK 0001201787 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 80,587.0904 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 12,100 RESTRICTED SHARES SUBJECT TO VESTING. F2 · balance_after: DOES INCLUDE 19,278.2290 SHARES ACQUIRED ON OR AFTER AUGUST 15, 1996 THROUGH THE DIVIDEND REINVESTMENT PLAN AND EMPLOYEE STOCK PURCHASE 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.