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 December 01, 2017 · Filed December 04, 2017
Section 16 reporting ended · disclosed 2017-12-04. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| CommonSEC Table I · non-derivative | Direct | 107,761.4509 |
Reported balance
After 2017-12-01 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2017-12-01 · Disposition to issuer · Disposed 583 · Balance 107,761.4509 F1: RESTRICTED SHARES CANCELLED. F2: DOES INCLUDE 87,099.9093 SHARES ACQUIRED ON OR AFTER AUGUST 15, 1996 THROUGH THE DIVIDEND REINVESTMENT PLAN. |
| CommonSEC Table I · non-derivative | IndirectSpouse | 10,467.0905 |
Reported balance
Holding disclosure · report date 2017-12-01 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 10,467.0905 F3: DOES INCLUDE 9,889.6521 SHARES ACQUIRED ON OR AFTER AUGUST 15, 1996 THROUGH THE DIVIDEND REINVESTMENT PLAN. |
| CommonSEC Table I · non-derivative | IndirectCustodian for Laura C. Shelly | 1,283.847 |
Reported balance
Holding disclosure · report date 2017-12-01 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 1,283.847 F4: DOES INCLUDE 580.7669 SHARES ACQUIRED ON OR AFTER AUGUST 15, 1996 THROUGH THE DIVIDEND REINVESTMENT PLAN. |
| CommonSEC Table I · non-derivative | IndirectCustodian for Zachary W. Shelly | 1,115.3467 |
Reported balance
Holding disclosure · report date 2017-12-01 · row 4
Holding and transaction disclosures are not merged.
1 source rowRow 4 · Balance 1,115.3467 F5: DOES INCLUDE 537.9083 SHARES ACQUIRED ON OR AFTER AUGUST 15, 1996 THROUGH THE DIVIDEND REINVESTMENT PLAN. |
| CommonSEC Table I · non-derivative | IndirectTrustee for Shelly E. Slotter | 4,009 |
Reported balance
Holding disclosure · report date 2017-12-01 · row 5
Holding and transaction disclosures are not merged.
1 source rowRow 5 · Balance 4,009 |
| CommonSEC Table I · non-derivative | IndirectIrrevocable Turst for Zachary W. Shelly | 10,863 |
Reported balance
Holding disclosure · report date 2017-12-01 · row 6
Holding and transaction disclosures are not merged.
1 source rowRow 6 · Balance 10,863 |
| CommonSEC Table I · non-derivative | IndirectIrrevocable Trust for Laura C. Shelly | 15,623.707 |
Reported balance
Holding disclosure · report date 2017-12-01 · row 7
Holding and transaction disclosures are not merged.
1 source rowRow 7 · Balance 15,623.707 F6: DOES INCLUDE 3,927.7070 SHARES ACQUIRED ON OR AFTER AUGUST 15, 1996 THROUGH THE DIVIDEND REINVESTMENT PLAN. |
Filing footnotes · ownership attribution and instrument terms
F1: RESTRICTED SHARES CANCELLED.
F2: DOES INCLUDE 87,099.9093 SHARES ACQUIRED ON OR AFTER AUGUST 15, 1996 THROUGH THE DIVIDEND REINVESTMENT PLAN.
F3: DOES INCLUDE 9,889.6521 SHARES ACQUIRED ON OR AFTER AUGUST 15, 1996 THROUGH THE DIVIDEND REINVESTMENT PLAN.
F4: DOES INCLUDE 580.7669 SHARES ACQUIRED ON OR AFTER AUGUST 15, 1996 THROUGH THE DIVIDEND REINVESTMENT PLAN.
F5: DOES INCLUDE 537.9083 SHARES ACQUIRED ON OR AFTER AUGUST 15, 1996 THROUGH THE DIVIDEND REINVESTMENT PLAN.
F6: DOES INCLUDE 3,927.7070 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 |
|---|---|---|---|---|---|---|
| December 01, 2017 Filed Dec 4, 2017 19:41 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | Disposition to issuerCommon | 583 | $0.00 | $0.00 |
DisclosureSEC source: 0001201781-17-000007 · wf-form4_151241648651450.xml · nonDerivative · entry 1 SHELLY P GREGORY · CIK 0001201781 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 107,761.4509 F1 · shares: RESTRICTED SHARES CANCELLED. F2 · balance_after: DOES INCLUDE 87,099.9093 SHARES ACQUIRED ON OR AFTER AUGUST 15, 1996 THROUGH THE DIVIDEND REINVESTMENT PLAN. Read SEC document |
| January 31, 2017 Filed Feb 6, 2017 19:37 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | GrantCommon Stock (Restricted Shares Subject to Vesting) | 1,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001201781-17-000004 · wf-form4_148640981924373.xml · nonDerivative · entry 2 SHELLY P GREGORY · CIK 0001201781 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 106,220.3371 F1 · balance_after: DOES INCLUDE 2,000 RESTRICTED SHARES SUBJECT TO VESTING. F2 · balance_after: DOES INCLUDE 84,975.7955 SHARES ACQUIRED ON OR AFTER AUGUST 15, 1996 THROUGH THE DIVIDEND REINVESTMENT PLAN. Read SEC document |
| January 03, 2017 Filed Feb 6, 2017 19:37 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | GiftCommon | 350 | $30.85 | $10,797.50 |
DisclosureSEC source: 0001201781-17-000004 · wf-form4_148640981924373.xml · nonDerivative · entry 1 SHELLY P GREGORY · CIK 0001201781 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 105,220.3371 F1 · balance_after: DOES INCLUDE 2,000 RESTRICTED SHARES SUBJECT TO VESTING. F2 · balance_after: DOES INCLUDE 84,975.7955 SHARES ACQUIRED ON OR AFTER AUGUST 15, 1996 THROUGH THE DIVIDEND REINVESTMENT PLAN. Read SEC document |
| December 29, 2016 Filed Jan 25, 2017 21:22 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | GiftCommon | 350 | $23.00 | $8,050.00 |
DisclosureSEC source: 0001201781-17-000002 · wf-form5_148537930718408.xml · nonDerivative · entry 2 SHELLY P GREGORY · CIK 0001201781 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 104,910.6666 F1 · balance_after: DOES INCLUDE 2,000 RESTRICTED SHARES SUBJECT TO VESTING. F3 · balance_after: DOES INCLUDE 84,666.1250 SHARES ACQUIRED ON OR AFTER AUGUST 15, 1996 THROUGH THE DIVIDEND REINVESTMENT PLAN. Read SEC document |
| December 29, 2016 Filed Jan 25, 2017 21:22 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | GiftCommon | 1,200 | $30.70 | $36,843.00 |
DisclosureSEC source: 0001201781-17-000002 · wf-form5_148537930718408.xml · nonDerivative · entry 1 SHELLY P GREGORY · CIK 0001201781 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 105,260.6666 F1 · balance_after: DOES INCLUDE 2,000 RESTRICTED SHARES SUBJECT TO VESTING. F2 · balance_after: DOES INCLUDE 85,016.1250 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.