Reported relationships
Latest disclosed role at each company.
No relationships currently tracked through insider filings.
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.
No balances currently tracked through insider filings.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
UNIVEST FINANCIAL Corp
Report date October 01, 2018 · Filed October 02, 2018
Section 16 reporting ended · disclosed 2018-10-02. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| CommonSEC Table I · non-derivative | Direct | 31,437.0187 |
Reported balance
After 2018-10-01 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2018-10-01 · Disposition to issuer · Disposed 833 · Balance 31,437.0187 F1: RESTRICTED SHARES FORFEITED. F2: DOES INCLUDE 293.7506 SHARES ACQUIRED ON OR AFTER AUGUST 15, 1996 THROUGH THE DIVIDEND REINVESTMENT PLAN. |
| CommonSEC Table I · non-derivative | IndirectTrustee - Emmanuel Lutheran Church Endowment Account | 768 |
Reported balance
Holding disclosure · report date 2018-10-01 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 768 |
| CommonSEC Table I · non-derivative | IndirectSpouse - Investment Management Account | 1,439 |
Reported balance
Holding disclosure · report date 2018-10-01 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 1,439 |
Filing footnotes · ownership attribution and instrument terms
F1: RESTRICTED SHARES FORFEITED.
F2: DOES INCLUDE 293.7506 SHARES ACQUIRED ON OR AFTER AUGUST 15, 1996 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 |
|---|---|---|---|---|---|---|
| October 01, 2018 Filed Oct 2, 2018 18:31 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | Disposition to issuerCommon | 833 | $0.00 | $0.00 |
DisclosureSEC source: 0001199495-18-000006 · wf-form4_153850507952695.xml · nonDerivative · entry 1 MORRAL WILLIAM G · CIK 0001199495 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,437.0187 F1 · shares: RESTRICTED SHARES FORFEITED. F2 · balance_after: DOES INCLUDE 293.7506 SHARES ACQUIRED ON OR AFTER AUGUST 15, 1996 THROUGH THE DIVIDEND REINVESTMENT PLAN. Read SEC document |
| January 31, 2018 Filed Feb 1, 2018 12:48 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | GrantCommon Stock (Restricted Shares Subject to Vesting) | 1,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001199495-18-000004 · wf-form4_151748926571755.xml · nonDerivative · entry 1 MORRAL WILLIAM G · CIK 0001199495 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,237.7676 F1 · balance_after: DOES INCLUDE 2,000 RESTRICTED SHARES SUBJECT TO VESTING. F2 · balance_after: DOES INCLUDE 261.4995 SHARES ACQUIRED ON OR AFTER AUGUST 15, 1996 THROUGH THE DIVIDEND REINVESTMENT PLAN. Read SEC document |
| May 01, 2017 Filed May 1, 2017 18:03 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | SaleCommon | 500 | $30.29 | $15,145.00 |
DisclosureSEC source: 0001199495-17-000007 · wf-form4_149366181118605.xml · nonDerivative · entry 1 MORRAL WILLIAM G · CIK 0001199495 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Trustee - Emmanuel Lutheran Church Endowment Account Disclosed balance after: 768 Read SEC document |
| January 31, 2017 Filed Feb 6, 2017 19:14 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | GrantCommon Stock (Restricted Shares Subject to Vesting) | 1,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001199495-17-000004 · wf-form4_148640848422433.xml · nonDerivative · entry 1 MORRAL WILLIAM G · CIK 0001199495 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,175.8912 F1 · balance_after: DOES INCLUDE 2,000 RESTRICTED SHARES SUBJECT TO VESTING. F2 · balance_after: DOES INCLUDE 199.6231 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.