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 May 01, 2017 · Filed May 03, 2017
Section 16 reporting ended · disclosed 2017-05-03. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| CommonSEC Table I · non-derivative | Direct | 6,325.8427 |
Reported balance
After 2017-05-01 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2017-05-01 · Disposition to issuer · Disposed 875 · Balance 6,325.8427 F1: RESTRICTED SHARES CANCELLED. F2: DOES INCLUDE 1,278.8427 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 1,278.8427 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 |
|---|---|---|---|---|---|---|
| May 01, 2017 Filed May 3, 2017 20:42 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | Disposition to issuerCommon | 875 | $0.00 | $0.00 |
DisclosureSEC source: 0001201785-17-000005 · wf-form4_149384415447517.xml · nonDerivative · entry 1 ZOOK MARGARET K · CIK 0001201785 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,325.8427 F1 · shares: RESTRICTED SHARES CANCELLED. F2 · balance_after: DOES INCLUDE 1,278.8427 SHARES ACQUIRED ON OR AFTER AUGUST 15, 1996 THROUGH THE DIVIDEND REINVESTMENT PLAN. Read SEC document |
| January 31, 2017 Filed Feb 6, 2017 19:45 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | GrantCommon Stock (Restricted Shares Subject to Vesting) | 1,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001201785-17-000002 · wf-form4_148641033832500.xml · nonDerivative · entry 1 ZOOK MARGARET K · CIK 0001201785 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,160.6711 F1 · balance_after: DOES INCLUDE 2,000 RESTRICTED SHARES SUBJECT TO VESTING. F2 · balance_after: DOES INCLUDE 1,238.6711 SHARES ACQUIRED ON OR AFTER AUGUST 15, 1996 THROUGH THE DIVIDEND REINVESTMENT PLAN. Read SEC document |
| March 31, 2016 Filed Jan 26, 2017 17:30 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | OtherCommon | 155.6824 | $19.27 | $3,000.00 |
DisclosureSEC source: 0000102212-17-000004 · wf-form5_148545182676032.xml · nonDerivative · entry 1 ZOOK MARGARET K · CIK 0001201785 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,132.9763 F1 · balance_after: DOES INCLUDE 2,000 RESTRICTED SHARES SUBJECT TO VESTING. F2 · balance_after: DOES INCLUDE 1,210.9763 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.