Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| UNIVEST FINANCIAL CorpUVSP · Entity 4881 | Executive Vice President | December 31, 2018 | January 09, 2019 |
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 December 31, 2018 · Filed January 09, 2019
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| CommonSEC Table I · non-derivative | Direct | 9,660.6326 |
Reported balance
Holding disclosure · report date 2018-12-31 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 9,660.6326 F1: DOES INCLUDE 5,383 RESTRICTED SHARES SUBJECT TO VESTING. F2: DOES INCLUDE 1,302.6326 SHARES ACQUIRED ON OR AFTER AUGUST 15, 1996 THROUGH THE DIVIDEND REINVESTMENT PLAN. |
| Stock Options (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $18.52 · Expires 2025-01-31 | Direct | 667 |
Reported balance
Holding disclosure · report date 2018-12-31 · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · Balance 667 F3: AT THE GRANT DATE, STOCK OPTIONS ARE EXERCISABLE AT 33.3% PER YEAR FOR THREE YEARS COMMENCING WITH THE EXERCISABLE DATE INDICATED. |
| Stock Options (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $19.68 · Expires 2026-01-31 | Direct | 970 |
Reported balance
Holding disclosure · report date 2018-12-31 · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · Balance 970 F3: AT THE GRANT DATE, STOCK OPTIONS ARE EXERCISABLE AT 33.3% PER YEAR FOR THREE YEARS COMMENCING WITH THE EXERCISABLE DATE INDICATED. |
| Stock Options (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $28.15 · Expires 2027-01-31 | Direct | 2,790 |
Reported balance
Holding disclosure · report date 2018-12-31 · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · Balance 2,790 F3: AT THE GRANT DATE, STOCK OPTIONS ARE EXERCISABLE AT 33.3% PER YEAR FOR THREE YEARS COMMENCING WITH THE EXERCISABLE DATE INDICATED. |
| Stock Options (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $28.50 · Expires 2028-03-15 | Direct | 3,193 |
Reported balance
Holding disclosure · report date 2018-12-31 · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · Balance 3,193 F3: AT THE GRANT DATE, STOCK OPTIONS ARE EXERCISABLE AT 33.3% PER YEAR FOR THREE YEARS COMMENCING WITH THE EXERCISABLE DATE INDICATED. |
Filing footnotes · ownership attribution and instrument terms
F1: DOES INCLUDE 5,383 RESTRICTED SHARES SUBJECT TO VESTING.
F2: DOES INCLUDE 1,302.6326 SHARES ACQUIRED ON OR AFTER AUGUST 15, 1996 THROUGH THE DIVIDEND REINVESTMENT PLAN.
F3: AT THE GRANT DATE, STOCK OPTIONS ARE EXERCISABLE AT 33.3% PER YEAR FOR THREE YEARS COMMENCING WITH THE EXERCISABLE DATE INDICATED.
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 |
|---|---|---|---|---|---|---|
| August 21, 2018 Filed Aug 23, 2018 19:15 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | Exercise / conversionStock Options (Right to Buy) · Derivative | 1,940 | $0.00 Strike: $19.68 | $0.00 |
DisclosureSEC source: 0001630859-18-000008 · wf-form4_153505173719509.xml · derivative · entry 16 Conner Eric W · CIK 0001630859 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 970 Underlying: Common · 1,940 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. F4 · derivative.exercise_date: Stock options became exercisable at 33.3% per year for three years commencing with the exercisable date indicated. Read SEC document |
| August 21, 2018 Filed Aug 23, 2018 19:15 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | Exercise / conversionStock Options (Right to Buy) · Derivative | 1,333 | $0.00 Strike: $18.52 | $0.00 |
DisclosureSEC source: 0001630859-18-000008 · wf-form4_153505173719509.xml · derivative · entry 15 Conner Eric W · CIK 0001630859 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 667 Underlying: Common · 1,333 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. F4 · derivative.exercise_date: Stock options became exercisable at 33.3% per year for three years commencing with the exercisable date indicated. Read SEC document |
| August 21, 2018 Filed Aug 23, 2018 19:15 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: 0001630859-18-000008 · wf-form4_153505173719509.xml · derivative · entry 14 Conner Eric W · CIK 0001630859 · Executive Vice President 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. F4 · derivative.exercise_date: Stock options became exercisable at 33.3% per year for three years commencing with the exercisable date indicated. Read SEC document |
| August 21, 2018 Filed Aug 23, 2018 19:15 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | Exercise / conversionStock Options (Right to Buy) · Derivative | 667 | $0.00 Strike: $16.88 | $0.00 |
DisclosureSEC source: 0001630859-18-000008 · wf-form4_153505173719509.xml · derivative · entry 13 Conner Eric W · CIK 0001630859 · Executive Vice President 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. F4 · derivative.exercise_date: Stock options became exercisable at 33.3% per year for three years commencing with the exercisable date indicated. Read SEC document |
| August 21, 2018 Filed Aug 23, 2018 19:15 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | Tax withholdingCommon | 177 | $28.90 | $5,115.30 |
DisclosureSEC source: 0001630859-18-000008 · wf-form4_153505173719509.xml · nonDerivative · entry 12 Conner Eric W · CIK 0001630859 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,589.7938 F3 · shares: SHARES USED TO PAY TAXES. F1 · balance_after: DOES INCLUDE 5,383 RESTRICTED SHARES SUBJECT TO VESTING. F2 · balance_after: DOES INCLUDE 1231.7938 SHARES ACQUIRED ON OR AFTER AUGUST 15, 1996 THROUGH THE DIVIDEND REINVESTMENT PLAN. Read SEC document |
| August 21, 2018 Filed Aug 23, 2018 19:15 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | Disposition to issuerCommon | 1,763 | $28.90 | $50,950.70 |
DisclosureSEC source: 0001630859-18-000008 · wf-form4_153505173719509.xml · nonDerivative · entry 11 Conner Eric W · CIK 0001630859 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,766.7938 F1 · balance_after: DOES INCLUDE 5,383 RESTRICTED SHARES SUBJECT TO VESTING. F2 · balance_after: DOES INCLUDE 1231.7938 SHARES ACQUIRED ON OR AFTER AUGUST 15, 1996 THROUGH THE DIVIDEND REINVESTMENT PLAN. Read SEC document |
| August 21, 2018 Filed Aug 23, 2018 19:15 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | Exercise / conversionCommon | 1,940 | $19.68 | $38,179.20 |
DisclosureSEC source: 0001630859-18-000008 · wf-form4_153505173719509.xml · nonDerivative · entry 10 Conner Eric W · CIK 0001630859 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,529.7938 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 5,383 RESTRICTED SHARES SUBJECT TO VESTING. F2 · balance_after: DOES INCLUDE 1231.7938 SHARES ACQUIRED ON OR AFTER AUGUST 15, 1996 THROUGH THE DIVIDEND REINVESTMENT PLAN. Read SEC document |
| August 21, 2018 Filed Aug 23, 2018 19:15 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | Tax withholdingCommon | 137 | $28.90 | $3,959.30 |
DisclosureSEC source: 0001630859-18-000008 · wf-form4_153505173719509.xml · nonDerivative · entry 9 Conner Eric W · CIK 0001630859 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,589.7938 F3 · shares: SHARES USED TO PAY TAXES. F1 · balance_after: DOES INCLUDE 5,383 RESTRICTED SHARES SUBJECT TO VESTING. F2 · balance_after: DOES INCLUDE 1231.7938 SHARES ACQUIRED ON OR AFTER AUGUST 15, 1996 THROUGH THE DIVIDEND REINVESTMENT PLAN. Read SEC document |
| August 21, 2018 Filed Aug 23, 2018 19:15 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | Disposition to issuerCommon | 1,196 | $28.90 | $34,564.40 |
DisclosureSEC source: 0001630859-18-000008 · wf-form4_153505173719509.xml · nonDerivative · entry 8 Conner Eric W · CIK 0001630859 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,726.7938 F1 · balance_after: DOES INCLUDE 5,383 RESTRICTED SHARES SUBJECT TO VESTING. F2 · balance_after: DOES INCLUDE 1231.7938 SHARES ACQUIRED ON OR AFTER AUGUST 15, 1996 THROUGH THE DIVIDEND REINVESTMENT PLAN. Read SEC document |
| August 21, 2018 Filed Aug 23, 2018 19:15 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | Exercise / conversionCommon | 1,333 | $18.52 | $24,687.16 |
DisclosureSEC source: 0001630859-18-000008 · wf-form4_153505173719509.xml · nonDerivative · entry 7 Conner Eric W · CIK 0001630859 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,922.7938 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 5,383 RESTRICTED SHARES SUBJECT TO VESTING. F2 · balance_after: DOES INCLUDE 1231.7938 SHARES ACQUIRED ON OR AFTER AUGUST 15, 1996 THROUGH THE DIVIDEND REINVESTMENT PLAN. Read SEC document |
| August 21, 2018 Filed Aug 23, 2018 19:15 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | Tax withholdingCommon | 132 | $28.90 | $3,814.80 |
DisclosureSEC source: 0001630859-18-000008 · wf-form4_153505173719509.xml · nonDerivative · entry 6 Conner Eric W · CIK 0001630859 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,589.7938 F3 · shares: SHARES USED TO PAY TAXES. F1 · balance_after: DOES INCLUDE 5,383 RESTRICTED SHARES SUBJECT TO VESTING. F2 · balance_after: DOES INCLUDE 1231.7938 SHARES ACQUIRED ON OR AFTER AUGUST 15, 1996 THROUGH THE DIVIDEND REINVESTMENT PLAN. Read SEC document |
| August 21, 2018 Filed Aug 23, 2018 19:15 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | Disposition to issuerCommon | 1,201 | $28.90 | $34,708.90 |
DisclosureSEC source: 0001630859-18-000008 · wf-form4_153505173719509.xml · nonDerivative · entry 5 Conner Eric W · CIK 0001630859 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,721.7938 F1 · balance_after: DOES INCLUDE 5,383 RESTRICTED SHARES SUBJECT TO VESTING. F2 · balance_after: DOES INCLUDE 1231.7938 SHARES ACQUIRED ON OR AFTER AUGUST 15, 1996 THROUGH THE DIVIDEND REINVESTMENT PLAN. Read SEC document |
| August 21, 2018 Filed Aug 23, 2018 19:15 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | Exercise / conversionCommon | 1,333 | $18.78 | $25,033.74 |
DisclosureSEC source: 0001630859-18-000008 · wf-form4_153505173719509.xml · nonDerivative · entry 4 Conner Eric W · CIK 0001630859 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,922.7938 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 5,383 RESTRICTED SHARES SUBJECT TO VESTING. F2 · balance_after: DOES INCLUDE 1231.7938 SHARES ACQUIRED ON OR AFTER AUGUST 15, 1996 THROUGH THE DIVIDEND REINVESTMENT PLAN. Read SEC document |
| August 21, 2018 Filed Aug 23, 2018 19:15 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | Tax withholdingCommon | 80 | $28.90 | $2,312.00 |
DisclosureSEC source: 0001630859-18-000008 · wf-form4_153505173719509.xml · nonDerivative · entry 3 Conner Eric W · CIK 0001630859 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,589.7938 F3 · shares: SHARES USED TO PAY TAXES. F1 · balance_after: DOES INCLUDE 5,383 RESTRICTED SHARES SUBJECT TO VESTING. F2 · balance_after: DOES INCLUDE 1231.7938 SHARES ACQUIRED ON OR AFTER AUGUST 15, 1996 THROUGH THE DIVIDEND REINVESTMENT PLAN. Read SEC document |
| August 21, 2018 Filed Aug 23, 2018 19:15 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | Disposition to issuerCommon | 587 | $28.90 | $16,964.30 |
DisclosureSEC source: 0001630859-18-000008 · wf-form4_153505173719509.xml · nonDerivative · entry 2 Conner Eric W · CIK 0001630859 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,669.7938 F1 · balance_after: DOES INCLUDE 5,383 RESTRICTED SHARES SUBJECT TO VESTING. F2 · balance_after: DOES INCLUDE 1231.7938 SHARES ACQUIRED ON OR AFTER AUGUST 15, 1996 THROUGH THE DIVIDEND REINVESTMENT PLAN. Read SEC document |
| August 21, 2018 Filed Aug 23, 2018 19:15 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | Exercise / conversionCommon | 667 | $16.88 | $11,258.96 |
DisclosureSEC source: 0001630859-18-000008 · wf-form4_153505173719509.xml · nonDerivative · entry 1 Conner Eric W · CIK 0001630859 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,256.7938 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 5,383 RESTRICTED SHARES SUBJECT TO VESTING. F2 · balance_after: DOES INCLUDE 1231.7938 SHARES ACQUIRED ON OR AFTER AUGUST 15, 1996 THROUGH THE DIVIDEND REINVESTMENT PLAN. Read SEC document |
| March 15, 2018 Filed Mar 19, 2018 20:08 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | GrantStock Options (Right to Buy) · Derivative | 3,193 | $28.50 Strike: $28.50 | $91,000.50 |
DisclosureSEC source: 0001630859-18-000006 · wf-form4_152149008534877.xml · derivative · entry 3 Conner Eric W · CIK 0001630859 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,193 Underlying: Common · 3,193 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 20:08 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | GrantCommon (Restricted shares subject to vesting) | 1,689 | $0.00 | $0.00 |
DisclosureSEC source: 0001630859-18-000006 · wf-form4_152149008534877.xml · nonDerivative · entry 1 Conner Eric W · CIK 0001630859 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,466.966 F1 · balance_after: DOES INCLUDE 5,383 RESTRICTED SHARES SUBJECT TO VESTING. F2 · balance_after: DOES INCLUDE 1,108.9660 SHARES ACQUIRED ON OR AFTER AUGUST 15, 1996 THROUGH THE DIVIDEND REINVESTMENT PLAN. Read SEC document |
| February 15, 2018 Filed Feb 16, 2018 20:18 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | Tax withholdingCommon | 507 | $27.60 | $13,993.20 |
DisclosureSEC source: 0001630859-18-000004 · wf-form4_151881231658574.xml · nonDerivative · entry 2 Conner Eric W · CIK 0001630859 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,777.966 F4 · shares: SHARES USED TO PAY TAXES. F3 · balance_after: DOES INCLUDE 1,108.9660 SHARES ACQUIRED ON OR AFTER AUGUST 15, 1996 THROUGH THE DIVIDEND REINVESTMENT PLAN. F5 · balance_after: DOES INCLUDE 3,694 RESTRICTED SHARES SUBJECT TO VESTING. Read SEC document |
| February 15, 2018 Filed Feb 16, 2018 20:18 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | Disposition to issuerCommon | 750 | $0.00 | $0.00 |
DisclosureSEC source: 0001630859-18-000004 · wf-form4_151881231658574.xml · nonDerivative · entry 1 Conner Eric W · CIK 0001630859 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,284.966 F1 · shares: RESTRICTED SHARES CANCELLED. F2 · balance_after: DOES INCLUDE 5,194 RESTRICTED SHARES SUBJECT TO VESTING. F3 · balance_after: DOES INCLUDE 1,108.9660 SHARES ACQUIRED ON OR AFTER AUGUST 15, 1996 THROUGH THE DIVIDEND REINVESTMENT PLAN. Read SEC document |
| February 15, 2017 Filed Feb 17, 2017 20:12 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | Disposition to issuerCommon | 750 | $0.00 | $0.00 |
DisclosureSEC source: 0001630859-17-000007 · wf-form4_148736233934617.xml · nonDerivative · entry 2 Conner Eric W · CIK 0001630859 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,787.7629 F4 · shares: RESTRICTED SHARES CANCELLED. F3 · balance_after: DOES INCLUDE 861.7629 SHARES ACQUIRED ON OR AFTER AUGUST 15, 1996 THROUGH THE DIVIDEND REINVESTMENT PLAN. F5 · balance_after: DOES INCLUDE 5,944 RESTRICTED SHARES SUBJECT TO VESTING. Read SEC document |
| February 15, 2017 Filed Feb 17, 2017 20:12 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | Tax withholdingCommon | 528 | $28.55 | $15,074.40 |
DisclosureSEC source: 0001630859-17-000007 · wf-form4_148736233934617.xml · nonDerivative · entry 1 Conner Eric W · CIK 0001630859 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,537.7629 F1 · shares: VESTED SHARES USED TO PAY TAXES. F2 · balance_after: DOES INCLUDE 6,694 RESTRICTED SHARES SUBJECT TO VESTING. F3 · balance_after: DOES INCLUDE 861.7629 SHARES ACQUIRED ON OR AFTER AUGUST 15, 1996 THROUGH THE DIVIDEND REINVESTMENT PLAN. Read SEC document |
| January 31, 2017 Filed Feb 6, 2017 19:50 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | GrantIncentive Stock Options (Right to Buy) · Derivative | 2,790 | $28.15 Strike: $28.15 | $78,538.50 |
DisclosureSEC source: 0001630859-17-000004 · wf-form4_148641062314348.xml · derivative · entry 3 Conner Eric W · CIK 0001630859 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,790 Underlying: Common · 2,790 shares Expires 2027-01-31 Read SEC document |
| January 31, 2017 Filed Feb 6, 2017 19:50 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | GrantRestricted Stock (Restricted Shares Subject to Vesting) | 1,554 | $0.00 | $0.00 |
DisclosureSEC source: 0001630859-17-000004 · wf-form4_148641062314348.xml · nonDerivative · entry 1 Conner Eric W · CIK 0001630859 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,065.7629 F1 · balance_after: DOES INCLUDE 8,194 RESTRICTED SHARES SUBJECT TO VESTING. F2 · balance_after: DOES INCLUDE 861.7629 SHARES ACQUIRED ON OR AFTER AUGUST 15, 1996 THROUGH THE DIVIDEND REINVESTMENT PLAN. Read SEC document |
| December 12, 2016 Filed Dec 13, 2016 20:52 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | Exercise / conversionIncentive Stock Options (Right to Buy) · Derivative | 667 | $0.00 Strike: $18.78 | $0.00 |
DisclosureSEC source: 0001630859-16-000013 · wf-form4_148166230946981.xml · derivative · entry 24 Conner Eric W · CIK 0001630859 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,333 Underlying: Common · 667 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. Read SEC document |
| December 12, 2016 Filed Dec 13, 2016 20:52 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | Exercise / conversionIncentive Stock Options (Right to Buy) · Derivative | 1,333 | $0.00 Strike: $16.88 | $0.00 |
DisclosureSEC source: 0001630859-16-000013 · wf-form4_148166230946981.xml · derivative · entry 23 Conner Eric W · CIK 0001630859 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 667 Underlying: Common · 1,333 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. Read SEC document |
| December 12, 2016 Filed Dec 13, 2016 20:52 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | Exercise / conversionIncentive Stock Options (Right to Buy) · Derivative | 1,500 | $0.00 Strike: $17.24 | $0.00 |
DisclosureSEC source: 0001630859-16-000013 · wf-form4_148166230946981.xml · derivative · entry 22 Conner Eric W · CIK 0001630859 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common · 1,500 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. Read SEC document |
| December 12, 2016 Filed Dec 13, 2016 20:52 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | Exercise / conversionIncentive Stock Options (Right to Buy) · Derivative | 1,500 | $0.00 Strike: $17.58 | $0.00 |
DisclosureSEC source: 0001630859-16-000013 · wf-form4_148166230946981.xml · derivative · entry 21 Conner Eric W · CIK 0001630859 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common · 1,500 shares Expires 2020-01-31 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 |
| December 12, 2016 Filed Dec 13, 2016 20:52 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | Exercise / conversionIncentive Stock Options (Right to Buy) · Derivative | 1,500 | $0.00 Strike: $14.80 | $0.00 |
DisclosureSEC source: 0001630859-16-000013 · wf-form4_148166230946981.xml · derivative · entry 20 Conner Eric W · CIK 0001630859 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common · 1,500 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. Read SEC document |
| December 12, 2016 Filed Dec 13, 2016 20:52 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | Exercise / conversionIncentive Stock Options (Right to Buy) · Derivative | 1,500 | $0.00 Strike: $22.90 | $0.00 |
DisclosureSEC source: 0001630859-16-000013 · wf-form4_148166230946981.xml · derivative · entry 19 Conner Eric W · CIK 0001630859 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common · 1,500 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 |
| December 12, 2016 Filed Dec 13, 2016 20:52 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | Tax withholdingCommon | 185 | $30.25 | $5,596.25 |
DisclosureSEC source: 0001630859-16-000013 · wf-form4_148166230946981.xml · nonDerivative · entry 18 Conner Eric W · CIK 0001630859 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,456.9633 F3 · shares: SHARES USED TO PAY TAXES. F1 · balance_after: DOES INCLUDE 6,640 RESTRICTED SHARES SUBJECT TO VESTING. F2 · balance_after: DOES INCLUDE 806.9633 SHARES ACQUIRED ON OR AFTER AUGUST 15, 1996 THROUGH THE DIVIDEND REINVESTMENT PLAN. Read SEC document |
| December 12, 2016 Filed Dec 13, 2016 20:52 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | Disposition to issuerCommon | 1,148 | $30.25 | $34,727.00 |
DisclosureSEC source: 0001630859-16-000013 · wf-form4_148166230946981.xml · nonDerivative · entry 17 Conner Eric W · CIK 0001630859 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,641.9633 F1 · balance_after: DOES INCLUDE 6,640 RESTRICTED SHARES SUBJECT TO VESTING. F2 · balance_after: DOES INCLUDE 806.9633 SHARES ACQUIRED ON OR AFTER AUGUST 15, 1996 THROUGH THE DIVIDEND REINVESTMENT PLAN. Read SEC document |
| December 12, 2016 Filed Dec 13, 2016 20:52 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | Exercise / conversionCommon | 1,333 | $16.88 | $22,501.04 |
DisclosureSEC source: 0001630859-16-000013 · wf-form4_148166230946981.xml · nonDerivative · entry 16 Conner Eric W · CIK 0001630859 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,789.9633 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 6,640 RESTRICTED SHARES SUBJECT TO VESTING. F2 · balance_after: DOES INCLUDE 806.9633 SHARES ACQUIRED ON OR AFTER AUGUST 15, 1996 THROUGH THE DIVIDEND REINVESTMENT PLAN. Read SEC document |
| December 12, 2016 Filed Dec 13, 2016 20:52 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | Tax withholdingCommon | 204 | $30.25 | $6,171.00 |
DisclosureSEC source: 0001630859-16-000013 · wf-form4_148166230946981.xml · nonDerivative · entry 15 Conner Eric W · CIK 0001630859 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,456.9633 F3 · shares: SHARES USED TO PAY TAXES. F1 · balance_after: DOES INCLUDE 6,640 RESTRICTED SHARES SUBJECT TO VESTING. F2 · balance_after: DOES INCLUDE 806.9633 SHARES ACQUIRED ON OR AFTER AUGUST 15, 1996 THROUGH THE DIVIDEND REINVESTMENT PLAN. Read SEC document |
| December 12, 2016 Filed Dec 13, 2016 20:52 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | Disposition to issuerCommon | 1,296 | $30.25 | $39,204.00 |
DisclosureSEC source: 0001630859-16-000013 · wf-form4_148166230946981.xml · nonDerivative · entry 14 Conner Eric W · CIK 0001630859 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,660.9633 F1 · balance_after: DOES INCLUDE 6,640 RESTRICTED SHARES SUBJECT TO VESTING. F2 · balance_after: DOES INCLUDE 806.9633 SHARES ACQUIRED ON OR AFTER AUGUST 15, 1996 THROUGH THE DIVIDEND REINVESTMENT PLAN. Read SEC document |
| December 12, 2016 Filed Dec 13, 2016 20:52 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | Exercise / conversionCommon | 1,500 | $17.24 | $25,852.50 |
DisclosureSEC source: 0001630859-16-000013 · wf-form4_148166230946981.xml · nonDerivative · entry 13 Conner Eric W · CIK 0001630859 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,956.9633 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 6,640 RESTRICTED SHARES SUBJECT TO VESTING. F2 · balance_after: DOES INCLUDE 806.9633 SHARES ACQUIRED ON OR AFTER AUGUST 15, 1996 THROUGH THE DIVIDEND REINVESTMENT PLAN. Read SEC document |
| December 12, 2016 Filed Dec 13, 2016 20:52 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | Tax withholdingCommon | 79 | $30.25 | $2,389.75 |
DisclosureSEC source: 0001630859-16-000013 · wf-form4_148166230946981.xml · nonDerivative · entry 12 Conner Eric W · CIK 0001630859 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,456.9633 F3 · shares: SHARES USED TO PAY TAXES. F1 · balance_after: DOES INCLUDE 6,640 RESTRICTED SHARES SUBJECT TO VESTING. F2 · balance_after: DOES INCLUDE 806.9633 SHARES ACQUIRED ON OR AFTER AUGUST 15, 1996 THROUGH THE DIVIDEND REINVESTMENT PLAN. Read SEC document |
| December 12, 2016 Filed Dec 13, 2016 20:52 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | Disposition to issuerCommon | 588 | $30.25 | $17,787.00 |
DisclosureSEC source: 0001630859-16-000013 · wf-form4_148166230946981.xml · nonDerivative · entry 11 Conner Eric W · CIK 0001630859 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,535.9633 F1 · balance_after: DOES INCLUDE 6,640 RESTRICTED SHARES SUBJECT TO VESTING. F2 · balance_after: DOES INCLUDE 806.9633 SHARES ACQUIRED ON OR AFTER AUGUST 15, 1996 THROUGH THE DIVIDEND REINVESTMENT PLAN. Read SEC document |
| December 12, 2016 Filed Dec 13, 2016 20:52 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | Exercise / conversionCommon | 667 | $18.78 | $12,526.26 |
DisclosureSEC source: 0001630859-16-000013 · wf-form4_148166230946981.xml · nonDerivative · entry 10 Conner Eric W · CIK 0001630859 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,123.9633 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 6,640 RESTRICTED SHARES SUBJECT TO VESTING. F2 · balance_after: DOES INCLUDE 806.9633 SHARES ACQUIRED ON OR AFTER AUGUST 15, 1996 THROUGH THE DIVIDEND REINVESTMENT PLAN. Read SEC document |
| December 12, 2016 Filed Dec 13, 2016 20:52 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | Tax withholdingCommon | 198 | $30.25 | $5,989.50 |
DisclosureSEC source: 0001630859-16-000013 · wf-form4_148166230946981.xml · nonDerivative · entry 9 Conner Eric W · CIK 0001630859 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,456.9633 F3 · shares: SHARES USED TO PAY TAXES. F1 · balance_after: DOES INCLUDE 6,640 RESTRICTED SHARES SUBJECT TO VESTING. F2 · balance_after: DOES INCLUDE 806.9633 SHARES ACQUIRED ON OR AFTER AUGUST 15, 1996 THROUGH THE DIVIDEND REINVESTMENT PLAN. Read SEC document |
| December 12, 2016 Filed Dec 13, 2016 20:52 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | Disposition to issuerCommon | 1,302 | $30.25 | $39,385.50 |
DisclosureSEC source: 0001630859-16-000013 · wf-form4_148166230946981.xml · nonDerivative · entry 8 Conner Eric W · CIK 0001630859 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,654.9633 F1 · balance_after: DOES INCLUDE 6,640 RESTRICTED SHARES SUBJECT TO VESTING. F2 · balance_after: DOES INCLUDE 806.9633 SHARES ACQUIRED ON OR AFTER AUGUST 15, 1996 THROUGH THE DIVIDEND REINVESTMENT PLAN. Read SEC document |
| December 12, 2016 Filed Dec 13, 2016 20:52 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | Exercise / conversionCommon | 1,500 | $17.58 | $26,370.00 |
DisclosureSEC source: 0001630859-16-000013 · wf-form4_148166230946981.xml · nonDerivative · entry 7 Conner Eric W · CIK 0001630859 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,956.9633 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 6,640 RESTRICTED SHARES SUBJECT TO VESTING. F2 · balance_after: DOES INCLUDE 806.9633 SHARES ACQUIRED ON OR AFTER AUGUST 15, 1996 THROUGH THE DIVIDEND REINVESTMENT PLAN. Read SEC document |
| December 12, 2016 Filed Dec 13, 2016 20:52 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | Tax withholdingCommon | 242 | $30.25 | $7,320.50 |
DisclosureSEC source: 0001630859-16-000013 · wf-form4_148166230946981.xml · nonDerivative · entry 6 Conner Eric W · CIK 0001630859 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,456.9633 F3 · shares: SHARES USED TO PAY TAXES. F1 · balance_after: DOES INCLUDE 6,640 RESTRICTED SHARES SUBJECT TO VESTING. F2 · balance_after: DOES INCLUDE 806.9633 SHARES ACQUIRED ON OR AFTER AUGUST 15, 1996 THROUGH THE DIVIDEND REINVESTMENT PLAN. Read SEC document |
| December 12, 2016 Filed Dec 13, 2016 20:52 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | Disposition to issuerCommon | 1,258 | $30.25 | $38,054.50 |
DisclosureSEC source: 0001630859-16-000013 · wf-form4_148166230946981.xml · nonDerivative · entry 5 Conner Eric W · CIK 0001630859 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,698.9633 F1 · balance_after: DOES INCLUDE 6,640 RESTRICTED SHARES SUBJECT TO VESTING. F2 · balance_after: DOES INCLUDE 806.9633 SHARES ACQUIRED ON OR AFTER AUGUST 15, 1996 THROUGH THE DIVIDEND REINVESTMENT PLAN. Read SEC document |
| December 12, 2016 Filed Dec 13, 2016 20:52 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | Exercise / conversionCommon | 1,500 | $14.80 | $22,200.00 |
DisclosureSEC source: 0001630859-16-000013 · wf-form4_148166230946981.xml · nonDerivative · entry 4 Conner Eric W · CIK 0001630859 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,956.9633 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 6,640 RESTRICTED SHARES SUBJECT TO VESTING. F2 · balance_after: DOES INCLUDE 806.9633 SHARES ACQUIRED ON OR AFTER AUGUST 15, 1996 THROUGH THE DIVIDEND REINVESTMENT PLAN. Read SEC document |
| December 12, 2016 Filed Dec 13, 2016 20:52 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | Tax withholdingCommon | 115 | $30.25 | $3,478.75 |
DisclosureSEC source: 0001630859-16-000013 · wf-form4_148166230946981.xml · nonDerivative · entry 3 Conner Eric W · CIK 0001630859 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,456.9633 F3 · shares: SHARES USED TO PAY TAXES. F1 · balance_after: DOES INCLUDE 6,640 RESTRICTED SHARES SUBJECT TO VESTING. F2 · balance_after: DOES INCLUDE 806.9633 SHARES ACQUIRED ON OR AFTER AUGUST 15, 1996 THROUGH THE DIVIDEND REINVESTMENT PLAN. Read SEC document |
| December 12, 2016 Filed Dec 13, 2016 20:52 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | Disposition to issuerCommon | 1,385 | $30.25 | $41,896.25 |
DisclosureSEC source: 0001630859-16-000013 · wf-form4_148166230946981.xml · nonDerivative · entry 2 Conner Eric W · CIK 0001630859 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,571.9633 F1 · balance_after: DOES INCLUDE 6,640 RESTRICTED SHARES SUBJECT TO VESTING. F2 · balance_after: DOES INCLUDE 806.9633 SHARES ACQUIRED ON OR AFTER AUGUST 15, 1996 THROUGH THE DIVIDEND REINVESTMENT PLAN. Read SEC document |
| December 12, 2016 Filed Dec 13, 2016 20:52 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | Exercise / conversionCommon | 1,500 | $22.90 | $34,350.00 |
DisclosureSEC source: 0001630859-16-000013 · wf-form4_148166230946981.xml · nonDerivative · entry 1 Conner Eric W · CIK 0001630859 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,956.9633 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 6,640 RESTRICTED SHARES SUBJECT TO VESTING. F2 · balance_after: DOES INCLUDE 806.9633 SHARES ACQUIRED ON OR AFTER AUGUST 15, 1996 THROUGH THE DIVIDEND REINVESTMENT PLAN. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.