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 April 17, 2018 · Filed April 18, 2018
Section 16 reporting ended · disclosed 2018-04-18. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| CommonSEC Table I · non-derivative | Direct | 4,365.7357 |
Reported balance
After 2018-04-17 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2018-04-17 · Disposition to issuer · Disposed 2,000 · Balance 4,365.7357 F1: RESTRICTED SHARES FORFEITED. F2: DOES INCLUDE 392.7357 SHARES ACQUIRED ON OR AFTER AUGUST 15, 1996 THROUGH THE DIVIDEND REINVESTMENT PLAN. |
| CommonSEC Table I · non-derivative | IndirectSpouse | 1,621 |
Reported balance
Holding disclosure · report date 2018-04-17 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 1,621 |
| CommonSEC Table I · non-derivative | IndirectCo-Trustee - Mark A. Schlosser Trust | 3,000 |
Reported balance
Holding disclosure · report date 2018-04-17 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 3,000 |
| CommonSEC Table I · non-derivative | IndirectQuarta Trust | 8,433 |
Reported balance
Holding disclosure · report date 2018-04-17 · row 4
Holding and transaction disclosures are not merged.
1 source rowRow 4 · Balance 8,433 |
Filing footnotes · ownership attribution and instrument terms
F1: RESTRICTED SHARES FORFEITED.
F2: DOES INCLUDE 392.7357 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 |
|---|---|---|---|---|---|---|
| April 17, 2018 Filed Apr 18, 2018 19:54 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | Disposition to issuerCommon | 2,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001331836-18-000006 · wf-form4_152408128082240.xml · nonDerivative · entry 1 SCHLOSSER MARK A · CIK 0001331836 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,365.7357 F1 · shares: RESTRICTED SHARES FORFEITED. F2 · balance_after: DOES INCLUDE 392.7357 SHARES ACQUIRED ON OR AFTER AUGUST 15, 1996 THROUGH THE DIVIDEND REINVESTMENT PLAN. Read SEC document |
| January 31, 2018 Filed Feb 1, 2018 14:34 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | GrantCommon Stock (Restricted Shares Subject to Vesting) | 1,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001331836-18-000004 · wf-form4_151749563821187.xml · nonDerivative · entry 1 SCHLOSSER MARK A · CIK 0001331836 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,327.3941 F1 · balance_after: DOES INCLUDE 2,000 RESTRICTED SHARES SUBJECT TO VESTING. F2 · balance_after: DOES INCLUDE 354.3941 SHARES ACQUIRED ON OR AFTER AUGUST 15, 1996 THROUGH THE DIVIDEND REINVESTMENT PLAN. Read SEC document |
| January 31, 2017 Filed Feb 6, 2017 19:33 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | GrantCommon Stock (Restricted Shares Subject to Vesting) | 1,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001331836-17-000004 · wf-form4_148640961966518.xml · nonDerivative · entry 1 SCHLOSSER MARK A · CIK 0001331836 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,208.2545 F1 · balance_after: DOES INCLUDE 2,000 RESTRICTED SHARES SUBJECT TO VESTING. F2 · balance_after: DOES INCLUDE 235.2545 SHARES ACQUIRED ON OR AFTER AUGUST 15, 1996 THROUGH THE DIVIDEND REINVESTMENT PLAN. Read SEC document |
| December 09, 2016 Filed Dec 13, 2016 15:56 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | SaleCommon | 2,000 | $30.90 | $61,800.00 |
DisclosureSEC source: 0001331836-16-000010 · wf-form4_148164457711927.xml · nonDerivative · entry 3 SCHLOSSER MARK A · CIK 0001331836 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Co-Trustee - Mark A. Schlosser Trust Disclosed balance after: 3,000 Read SEC document |
| December 09, 2016 Filed Dec 13, 2016 15:56 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | SaleCommon | 5,000 | $30.75 | $153,761.00 |
DisclosureSEC source: 0001331836-16-000010 · wf-form4_148164457711927.xml · nonDerivative · entry 2 SCHLOSSER MARK A · CIK 0001331836 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Co-Trustee - Mark A. Schlosser Trust Disclosed balance after: 5,000 Read SEC document |
| December 09, 2016 Filed Dec 13, 2016 15:56 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | SaleCommon | 5,000 | $30.75 | $153,750.00 |
DisclosureSEC source: 0001331836-16-000010 · wf-form4_148164457711927.xml · nonDerivative · entry 1 SCHLOSSER MARK A · CIK 0001331836 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Co-Trustee - Mark A. Schlosser Trust Disclosed balance after: 10,000 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.