Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| UNIVEST FINANCIAL CorpUVSP · Entity 4881 | Director | July 26, 2017 | July 28, 2017 |
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 July 26, 2017 · Filed July 28, 2017
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| CommonSEC Table I · non-derivative | Direct | 15,674.5253 |
Reported balance
After 2017-07-26 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2017-07-26 · Disposition to issuer · Disposed 2,000 · Balance 15,674.5253 F1: RESTRICTED SHARES FORFEITED. F2: DOES INCLUDE 13,674.5253 SHARES ACQUIRED ON OR AFTER AUGUST 15, 1996 THROUGH THE DIVIDEND REINVESTMENT PLAN. |
Filing footnotes · ownership attribution and instrument terms
F1: RESTRICTED SHARES FORFEITED.
F2: DOES INCLUDE 13,674.5253 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 |
|---|---|---|---|---|---|---|
| July 26, 2017 Filed Jul 28, 2017 19:46 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | Disposition to issuerCommon | 2,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001469267-17-000007 · wf-form4_150127119062518.xml · nonDerivative · entry 1 CLEMENS DOUGLAS C · CIK 0001469267 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,674.5253 F1 · shares: RESTRICTED SHARES FORFEITED. F2 · balance_after: DOES INCLUDE 13,674.5253 SHARES ACQUIRED ON OR AFTER AUGUST 15, 1996 THROUGH THE DIVIDEND REINVESTMENT PLAN. Read SEC document |
| January 31, 2017 Filed Feb 6, 2017 19:01 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | GrantCommon Stock (Restricted Shares Subject to Vesting) | 1,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001469267-17-000004 · wf-form4_148640768506470.xml · nonDerivative · entry 1 CLEMENS DOUGLAS C · CIK 0001469267 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,423.623 F1 · balance_after: DOES INCLUDE 2,000 RESTRICTED SHARES SUBJECT TO VESTING. F2 · balance_after: DOES INCLUDE 13,423.623 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.