Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| UNIVEST FINANCIAL CorpUVSP · Entity 4881 | SVP & Controller | February 14, 2017 | February 15, 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 February 14, 2017 · Filed February 15, 2017
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| CommonSEC Table I · non-derivative | Direct | 6,352.7874 |
Last balance in matching sequence
After 2017-02-14 transaction · row 12
Source-order balances reconcile. Account continuity and personal attribution are not independently verified.
12 source rowsRow 1 · 2017-02-14 · Exercise / conversion · Acquired 500 · Balance 6,418.7874 F1: DOES INCLUDE 4,257.7874 SHARES ACQUIRED ON OR AFTER AUGUST 15, 1996 THROUGH THE DIVIDEND REINVESTMENT PLAN AND EMPLOYEE STOCK PURCHASE PLAN. Row 2 · 2017-02-14 · Disposition to issuer · Disposed 329 · Balance 6,089.7874 F1: DOES INCLUDE 4,257.7874 SHARES ACQUIRED ON OR AFTER AUGUST 15, 1996 THROUGH THE DIVIDEND REINVESTMENT PLAN AND EMPLOYEE STOCK PURCHASE PLAN. Row 3 · 2017-02-14 · Tax withholding · Disposed 63 · Balance 6,026.7874 F2: SHARES USED TO PAY TAXES. F1: DOES INCLUDE 4,257.7874 SHARES ACQUIRED ON OR AFTER AUGUST 15, 1996 THROUGH THE DIVIDEND REINVESTMENT PLAN AND EMPLOYEE STOCK PURCHASE PLAN. Row 4 · 2017-02-14 · Exercise / conversion · Acquired 500 · Balance 6,526.7874 F1: DOES INCLUDE 4,257.7874 SHARES ACQUIRED ON OR AFTER AUGUST 15, 1996 THROUGH THE DIVIDEND REINVESTMENT PLAN AND EMPLOYEE STOCK PURCHASE PLAN. Row 5 · 2017-02-14 · Disposition to issuer · Disposed 350 · Balance 6,176.7874 F1: DOES INCLUDE 4,257.7874 SHARES ACQUIRED ON OR AFTER AUGUST 15, 1996 THROUGH THE DIVIDEND REINVESTMENT PLAN AND EMPLOYEE STOCK PURCHASE PLAN. Row 6 · 2017-02-14 · Tax withholding · Disposed 56 · Balance 6,120.7874 F2: SHARES USED TO PAY TAXES. F1: DOES INCLUDE 4,257.7874 SHARES ACQUIRED ON OR AFTER AUGUST 15, 1996 THROUGH THE DIVIDEND REINVESTMENT PLAN AND EMPLOYEE STOCK PURCHASE PLAN. Row 7 · 2017-02-14 · Exercise / conversion · Acquired 500 · Balance 6,620.7874 F1: DOES INCLUDE 4,257.7874 SHARES ACQUIRED ON OR AFTER AUGUST 15, 1996 THROUGH THE DIVIDEND REINVESTMENT PLAN AND EMPLOYEE STOCK PURCHASE PLAN. Row 8 · 2017-02-14 · Disposition to issuer · Disposed 334 · Balance 6,286.7874 F1: DOES INCLUDE 4,257.7874 SHARES ACQUIRED ON OR AFTER AUGUST 15, 1996 THROUGH THE DIVIDEND REINVESTMENT PLAN AND EMPLOYEE STOCK PURCHASE PLAN. Row 9 · 2017-02-14 · Tax withholding · Disposed 61 · Balance 6,225.7874 F2: SHARES USED TO PAY TAXES. F1: DOES INCLUDE 4,257.7874 SHARES ACQUIRED ON OR AFTER AUGUST 15, 1996 THROUGH THE DIVIDEND REINVESTMENT PLAN AND EMPLOYEE STOCK PURCHASE PLAN. Row 10 · 2017-02-14 · Exercise / conversion · Acquired 500 · Balance 6,725.7874 F1: DOES INCLUDE 4,257.7874 SHARES ACQUIRED ON OR AFTER AUGUST 15, 1996 THROUGH THE DIVIDEND REINVESTMENT PLAN AND EMPLOYEE STOCK PURCHASE PLAN. Row 11 · 2017-02-14 · Disposition to issuer · Disposed 299 · Balance 6,426.7874 F1: DOES INCLUDE 4,257.7874 SHARES ACQUIRED ON OR AFTER AUGUST 15, 1996 THROUGH THE DIVIDEND REINVESTMENT PLAN AND EMPLOYEE STOCK PURCHASE PLAN. Row 12 · 2017-02-14 · Tax withholding · Disposed 74 · Balance 6,352.7874 F2: SHARES USED TO PAY TAXES. F1: DOES INCLUDE 4,257.7874 SHARES ACQUIRED ON OR AFTER AUGUST 15, 1996 THROUGH THE DIVIDEND REINVESTMENT PLAN AND EMPLOYEE STOCK PURCHASE PLAN. |
| Incentive Stock Options (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $18.52 · Expires 2025-01-31 | Direct | 1,000 |
Reported balance
After 2017-02-14 transaction · row 15
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 15 · 2017-02-14 · Exercise / conversion · Disposed 500 · Balance 1,000 |
| Incentive Stock Options (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $19.68 · Expires 2026-01-31 | Direct | 1,000 |
Reported balance
After 2017-02-14 transaction · row 16
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 16 · 2017-02-14 · Exercise / conversion · Disposed 500 · Balance 1,000 |
| Incentive Stock Options (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $18.78 · Expires 2024-01-31 | Direct | 500 |
Reported balance
After 2017-02-14 transaction · row 17
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 17 · 2017-02-14 · Exercise / conversion · Disposed 500 · Balance 500 |
| Incentive Stock Options (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $16.88 · Expires 2023-01-31 | Direct | 0 |
Reported balance
After 2017-02-14 transaction · row 18
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 18 · 2017-02-14 · Exercise / conversion · Disposed 500 · Balance 0 |
| CommonSEC Table I · non-derivative | IndirectMary E. Liddle - Custodian FBO Broderick Benfield | 69 |
Reported balance
Holding disclosure · report date 2017-02-14 · row 13
Holding and transaction disclosures are not merged.
1 source rowRow 13 · Balance 69 |
| CommonSEC Table I · non-derivative | IndirectMary E. Liddle - Custodian FBO W. Alexander Liddle | 15 |
Reported balance
Holding disclosure · report date 2017-02-14 · row 14
Holding and transaction disclosures are not merged.
1 source rowRow 14 · Balance 15 |
Filing footnotes · ownership attribution and instrument terms
F1: DOES INCLUDE 4,257.7874 SHARES ACQUIRED ON OR AFTER AUGUST 15, 1996 THROUGH THE DIVIDEND REINVESTMENT PLAN AND EMPLOYEE STOCK PURCHASE PLAN.
F2: SHARES USED TO PAY TAXES.
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 |
|---|---|---|---|---|---|---|
| February 14, 2017 Filed Feb 15, 2017 18:39 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | Exercise / conversionIncentive Stock Options (Right to Buy) · Derivative | 500 | $0.00 Strike: $16.88 | $0.00 |
DisclosureSEC source: 0001408844-17-000007 · wf-form4_148718397056214.xml · derivative · entry 18 LIDDLE MARY E · CIK 0001408844 · SVP & Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common · 500 shares Expires 2023-01-31 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| February 14, 2017 Filed Feb 15, 2017 18:39 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | Exercise / conversionIncentive Stock Options (Right to Buy) · Derivative | 500 | $0.00 Strike: $18.78 | $0.00 |
DisclosureSEC source: 0001408844-17-000007 · wf-form4_148718397056214.xml · derivative · entry 17 LIDDLE MARY E · CIK 0001408844 · SVP & Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 500 Underlying: Common · 500 shares Expires 2024-01-31 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| February 14, 2017 Filed Feb 15, 2017 18:39 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | Exercise / conversionIncentive Stock Options (Right to Buy) · Derivative | 500 | $0.00 Strike: $19.68 | $0.00 |
DisclosureSEC source: 0001408844-17-000007 · wf-form4_148718397056214.xml · derivative · entry 16 LIDDLE MARY E · CIK 0001408844 · SVP & Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,000 Underlying: Common · 500 shares Expires 2026-01-31 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| February 14, 2017 Filed Feb 15, 2017 18:39 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | Exercise / conversionIncentive Stock Options (Right to Buy) · Derivative | 500 | $0.00 Strike: $18.52 | $0.00 |
DisclosureSEC source: 0001408844-17-000007 · wf-form4_148718397056214.xml · derivative · entry 15 LIDDLE MARY E · CIK 0001408844 · SVP & Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,000 Underlying: Common · 500 shares Expires 2025-01-31 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| February 14, 2017 Filed Feb 15, 2017 18:39 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | Tax withholdingCommon | 74 | $28.15 | $2,083.10 |
DisclosureSEC source: 0001408844-17-000007 · wf-form4_148718397056214.xml · nonDerivative · entry 12 LIDDLE MARY E · CIK 0001408844 · SVP & Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,352.7874 F2 · shares: SHARES USED TO PAY TAXES. F1 · balance_after: DOES INCLUDE 4,257.7874 SHARES ACQUIRED ON OR AFTER AUGUST 15, 1996 THROUGH THE DIVIDEND REINVESTMENT PLAN AND EMPLOYEE STOCK PURCHASE PLAN. Read SEC document |
| February 14, 2017 Filed Feb 15, 2017 18:39 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | Disposition to issuerCommon | 299 | $28.15 | $8,416.85 |
DisclosureSEC source: 0001408844-17-000007 · wf-form4_148718397056214.xml · nonDerivative · entry 11 LIDDLE MARY E · CIK 0001408844 · SVP & Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,426.7874 F1 · balance_after: DOES INCLUDE 4,257.7874 SHARES ACQUIRED ON OR AFTER AUGUST 15, 1996 THROUGH THE DIVIDEND REINVESTMENT PLAN AND EMPLOYEE STOCK PURCHASE PLAN. Read SEC document |
| February 14, 2017 Filed Feb 15, 2017 18:39 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | Exercise / conversionCommon | 500 | $16.88 | $8,440.00 |
DisclosureSEC source: 0001408844-17-000007 · wf-form4_148718397056214.xml · nonDerivative · entry 10 LIDDLE MARY E · CIK 0001408844 · SVP & Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,725.7874 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · balance_after: DOES INCLUDE 4,257.7874 SHARES ACQUIRED ON OR AFTER AUGUST 15, 1996 THROUGH THE DIVIDEND REINVESTMENT PLAN AND EMPLOYEE STOCK PURCHASE PLAN. Read SEC document |
| February 14, 2017 Filed Feb 15, 2017 18:39 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | Tax withholdingCommon | 61 | $28.15 | $1,717.15 |
DisclosureSEC source: 0001408844-17-000007 · wf-form4_148718397056214.xml · nonDerivative · entry 9 LIDDLE MARY E · CIK 0001408844 · SVP & Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,225.7874 F2 · shares: SHARES USED TO PAY TAXES. F1 · balance_after: DOES INCLUDE 4,257.7874 SHARES ACQUIRED ON OR AFTER AUGUST 15, 1996 THROUGH THE DIVIDEND REINVESTMENT PLAN AND EMPLOYEE STOCK PURCHASE PLAN. Read SEC document |
| February 14, 2017 Filed Feb 15, 2017 18:39 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | Disposition to issuerCommon | 334 | $28.15 | $9,402.10 |
DisclosureSEC source: 0001408844-17-000007 · wf-form4_148718397056214.xml · nonDerivative · entry 8 LIDDLE MARY E · CIK 0001408844 · SVP & Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,286.7874 F1 · balance_after: DOES INCLUDE 4,257.7874 SHARES ACQUIRED ON OR AFTER AUGUST 15, 1996 THROUGH THE DIVIDEND REINVESTMENT PLAN AND EMPLOYEE STOCK PURCHASE PLAN. Read SEC document |
| February 14, 2017 Filed Feb 15, 2017 18:39 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | Exercise / conversionCommon | 500 | $18.78 | $9,390.00 |
DisclosureSEC source: 0001408844-17-000007 · wf-form4_148718397056214.xml · nonDerivative · entry 7 LIDDLE MARY E · CIK 0001408844 · SVP & Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,620.7874 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · balance_after: DOES INCLUDE 4,257.7874 SHARES ACQUIRED ON OR AFTER AUGUST 15, 1996 THROUGH THE DIVIDEND REINVESTMENT PLAN AND EMPLOYEE STOCK PURCHASE PLAN. Read SEC document |
| February 14, 2017 Filed Feb 15, 2017 18:39 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | Tax withholdingCommon | 56 | $28.15 | $1,576.40 |
DisclosureSEC source: 0001408844-17-000007 · wf-form4_148718397056214.xml · nonDerivative · entry 6 LIDDLE MARY E · CIK 0001408844 · SVP & Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,120.7874 F2 · shares: SHARES USED TO PAY TAXES. F1 · balance_after: DOES INCLUDE 4,257.7874 SHARES ACQUIRED ON OR AFTER AUGUST 15, 1996 THROUGH THE DIVIDEND REINVESTMENT PLAN AND EMPLOYEE STOCK PURCHASE PLAN. Read SEC document |
| February 14, 2017 Filed Feb 15, 2017 18:39 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | Disposition to issuerCommon | 350 | $28.15 | $9,852.50 |
DisclosureSEC source: 0001408844-17-000007 · wf-form4_148718397056214.xml · nonDerivative · entry 5 LIDDLE MARY E · CIK 0001408844 · SVP & Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,176.7874 F1 · balance_after: DOES INCLUDE 4,257.7874 SHARES ACQUIRED ON OR AFTER AUGUST 15, 1996 THROUGH THE DIVIDEND REINVESTMENT PLAN AND EMPLOYEE STOCK PURCHASE PLAN. Read SEC document |
| February 14, 2017 Filed Feb 15, 2017 18:39 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | Exercise / conversionCommon | 500 | $19.68 | $9,840.00 |
DisclosureSEC source: 0001408844-17-000007 · wf-form4_148718397056214.xml · nonDerivative · entry 4 LIDDLE MARY E · CIK 0001408844 · SVP & Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,526.7874 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · balance_after: DOES INCLUDE 4,257.7874 SHARES ACQUIRED ON OR AFTER AUGUST 15, 1996 THROUGH THE DIVIDEND REINVESTMENT PLAN AND EMPLOYEE STOCK PURCHASE PLAN. Read SEC document |
| February 14, 2017 Filed Feb 15, 2017 18:39 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | Tax withholdingCommon | 63 | $28.15 | $1,773.45 |
DisclosureSEC source: 0001408844-17-000007 · wf-form4_148718397056214.xml · nonDerivative · entry 3 LIDDLE MARY E · CIK 0001408844 · SVP & Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,026.7874 F2 · shares: SHARES USED TO PAY TAXES. F1 · balance_after: DOES INCLUDE 4,257.7874 SHARES ACQUIRED ON OR AFTER AUGUST 15, 1996 THROUGH THE DIVIDEND REINVESTMENT PLAN AND EMPLOYEE STOCK PURCHASE PLAN. Read SEC document |
| February 14, 2017 Filed Feb 15, 2017 18:39 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | Disposition to issuerCommon | 329 | $28.15 | $9,261.35 |
DisclosureSEC source: 0001408844-17-000007 · wf-form4_148718397056214.xml · nonDerivative · entry 2 LIDDLE MARY E · CIK 0001408844 · SVP & Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,089.7874 F1 · balance_after: DOES INCLUDE 4,257.7874 SHARES ACQUIRED ON OR AFTER AUGUST 15, 1996 THROUGH THE DIVIDEND REINVESTMENT PLAN AND EMPLOYEE STOCK PURCHASE PLAN. Read SEC document |
| February 14, 2017 Filed Feb 15, 2017 18:39 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | Exercise / conversionCommon | 500 | $18.52 | $9,260.00 |
DisclosureSEC source: 0001408844-17-000007 · wf-form4_148718397056214.xml · nonDerivative · entry 1 LIDDLE MARY E · CIK 0001408844 · SVP & Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,418.7874 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · balance_after: DOES INCLUDE 4,257.7874 SHARES ACQUIRED ON OR AFTER AUGUST 15, 1996 THROUGH THE DIVIDEND REINVESTMENT PLAN AND EMPLOYEE STOCK PURCHASE PLAN. Read SEC document |
| January 31, 2017 Filed Feb 6, 2017 19:27 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | GrantIncentive Stock Options (Right to Buy) · Derivative | 1,500 | $28.15 Strike: $28.15 | $42,225.00 |
DisclosureSEC source: 0001408844-17-000004 · wf-form4_148640921807389.xml · derivative · entry 4 LIDDLE MARY E · CIK 0001408844 · SVP & Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,500 Underlying: Common · 1,500 shares Expires 2027-01-31 Read SEC document |
| November 21, 2016 Filed Nov 22, 2016 17:14 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | Exercise / conversionIncentive Stock Options (Right to Buy) · Derivative | 1,000 | $0.00 Strike: $16.88 | $0.00 |
DisclosureSEC source: 0001408844-16-000010 · wf-form4_147983483261597.xml · derivative · entry 10 LIDDLE MARY E · CIK 0001408844 · SVP & Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 500 Underlying: Common · 1,000 shares Expires 2023-01-31 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| November 21, 2016 Filed Nov 22, 2016 17:14 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | Exercise / conversionIncentive Stock Options (Right to Buy) · Derivative | 500 | $0.00 Strike: $18.78 | $0.00 |
DisclosureSEC source: 0001408844-16-000010 · wf-form4_147983483261597.xml · derivative · entry 9 LIDDLE MARY E · CIK 0001408844 · SVP & Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,000 Underlying: Common · 500 shares Expires 2024-01-31 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| November 21, 2016 Filed Nov 22, 2016 17:14 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | Tax withholdingCommon | 117 | $27.35 | $3,199.95 |
DisclosureSEC source: 0001408844-16-000010 · wf-form4_147983483261597.xml · nonDerivative · entry 6 LIDDLE MARY E · CIK 0001408844 · SVP & Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,853.9397 F2 · shares: SHARES USED TO PAY TAXES. F1 · balance_after: DOES INCLUDE 4,192.9397 SHARES ACQUIRED ON OR AFTER AUGUST 15, 1996 THROUGH THE DIVIDEND REINVESTMENT PLAN AND EMPLOYEE STOCK PURCHASE PLAN. Read SEC document |
| November 21, 2016 Filed Nov 22, 2016 17:14 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | Disposition to issuerCommon | 617 | $27.35 | $16,874.95 |
DisclosureSEC source: 0001408844-16-000010 · wf-form4_147983483261597.xml · nonDerivative · entry 5 LIDDLE MARY E · CIK 0001408844 · SVP & Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,970.9397 F1 · balance_after: DOES INCLUDE 4,192.9397 SHARES ACQUIRED ON OR AFTER AUGUST 15, 1996 THROUGH THE DIVIDEND REINVESTMENT PLAN AND EMPLOYEE STOCK PURCHASE PLAN. Read SEC document |
| November 21, 2016 Filed Nov 22, 2016 17:14 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | Exercise / conversionCommon | 1,000 | $16.88 | $16,880.00 |
DisclosureSEC source: 0001408844-16-000010 · wf-form4_147983483261597.xml · nonDerivative · entry 4 LIDDLE MARY E · CIK 0001408844 · SVP & Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,587.9397 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · balance_after: DOES INCLUDE 4,192.9397 SHARES ACQUIRED ON OR AFTER AUGUST 15, 1996 THROUGH THE DIVIDEND REINVESTMENT PLAN AND EMPLOYEE STOCK PURCHASE PLAN. Read SEC document |
| November 21, 2016 Filed Nov 22, 2016 17:14 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | Tax withholdingCommon | 48 | $27.35 | $1,312.80 |
DisclosureSEC source: 0001408844-16-000010 · wf-form4_147983483261597.xml · nonDerivative · entry 3 LIDDLE MARY E · CIK 0001408844 · SVP & Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,587.9397 F2 · shares: SHARES USED TO PAY TAXES. F1 · balance_after: DOES INCLUDE 4,192.9397 SHARES ACQUIRED ON OR AFTER AUGUST 15, 1996 THROUGH THE DIVIDEND REINVESTMENT PLAN AND EMPLOYEE STOCK PURCHASE PLAN. Read SEC document |
| November 21, 2016 Filed Nov 22, 2016 17:14 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | Disposition to issuerCommon | 344 | $27.35 | $9,408.40 |
DisclosureSEC source: 0001408844-16-000010 · wf-form4_147983483261597.xml · nonDerivative · entry 2 LIDDLE MARY E · CIK 0001408844 · SVP & Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,635.9397 F1 · balance_after: DOES INCLUDE 4,192.9397 SHARES ACQUIRED ON OR AFTER AUGUST 15, 1996 THROUGH THE DIVIDEND REINVESTMENT PLAN AND EMPLOYEE STOCK PURCHASE PLAN. Read SEC document |
| November 21, 2016 Filed Nov 22, 2016 17:14 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | Exercise / conversionCommon | 500 | $18.78 | $9,390.00 |
DisclosureSEC source: 0001408844-16-000010 · wf-form4_147983483261597.xml · nonDerivative · entry 1 LIDDLE MARY E · CIK 0001408844 · SVP & Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,979.9397 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · balance_after: DOES INCLUDE 4,192.9397 SHARES ACQUIRED ON OR AFTER AUGUST 15, 1996 THROUGH THE DIVIDEND REINVESTMENT PLAN AND EMPLOYEE STOCK PURCHASE PLAN. Read SEC document |
| November 09, 2016 Filed Nov 14, 2016 20:18 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | Exercise / conversionIncentive Stock Options (Right to Buy) · Derivative | 1,000 | $0.00 Strike: $17.58 | $0.00 |
DisclosureSEC source: 0001408844-16-000008 · wf-form4_147915471356057.xml · derivative · entry 18 LIDDLE MARY E · CIK 0001408844 · SVP & Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common · 1,000 shares Expires 2020-01-31 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| November 09, 2016 Filed Nov 14, 2016 20:18 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | Exercise / conversionIncentive Stock Options (Right to Buy) · Derivative | 6,000 | $0.00 Strike: $21.11 | $0.00 |
DisclosureSEC source: 0001408844-16-000008 · wf-form4_147915471356057.xml · derivative · entry 17 LIDDLE MARY E · CIK 0001408844 · SVP & Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common · 6,000 shares Expires 2017-12-31 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| November 09, 2016 Filed Nov 14, 2016 20:18 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | Exercise / conversionIncentive Stock Options (Right to Buy) · Derivative | 1,500 | $0.00 Strike: $14.80 | $0.00 |
DisclosureSEC source: 0001408844-16-000008 · wf-form4_147915471356057.xml · derivative · entry 16 LIDDLE MARY E · CIK 0001408844 · SVP & Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common · 1,500 shares Expires 2022-01-31 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| November 09, 2016 Filed Nov 14, 2016 20:18 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | Exercise / conversionIncentive Stock Options (Right to Buy) · Derivative | 1,500 | $0.00 Strike: $17.24 | $0.00 |
DisclosureSEC source: 0001408844-16-000008 · wf-form4_147915471356057.xml · derivative · entry 15 LIDDLE MARY E · CIK 0001408844 · SVP & Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common · 1,500 shares Expires 2021-01-31 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| November 09, 2016 Filed Nov 14, 2016 20:18 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | Tax withholdingCommon | 100 | $24.15 | $2,415.00 |
DisclosureSEC source: 0001408844-16-000008 · wf-form4_147915471356057.xml · nonDerivative · entry 12 LIDDLE MARY E · CIK 0001408844 · SVP & Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,479.9397 F2 · shares: VESTED SHARES USED TO PAY TAXES. F1 · balance_after: DOES INCLUDE 4,192.9397 SHARES ACQUIRED ON OR AFTER AUGUST 15, 1996 THROUGH THE DIVIDEND REINVESTMENT PLAN AND EMPLOYEE STOCK PURCHASE PLAN. Read SEC document |
| November 09, 2016 Filed Nov 14, 2016 20:18 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | Disposition to issuerCommon | 728 | $24.15 | $17,581.20 |
DisclosureSEC source: 0001408844-16-000008 · wf-form4_147915471356057.xml · nonDerivative · entry 11 LIDDLE MARY E · CIK 0001408844 · SVP & Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,579.9397 F1 · balance_after: DOES INCLUDE 4,192.9397 SHARES ACQUIRED ON OR AFTER AUGUST 15, 1996 THROUGH THE DIVIDEND REINVESTMENT PLAN AND EMPLOYEE STOCK PURCHASE PLAN. Read SEC document |
| November 09, 2016 Filed Nov 14, 2016 20:18 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | Exercise / conversionCommon | 1,000 | $17.58 | $17,580.00 |
DisclosureSEC source: 0001408844-16-000008 · wf-form4_147915471356057.xml · nonDerivative · entry 10 LIDDLE MARY E · CIK 0001408844 · SVP & Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,307.9397 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · balance_after: DOES INCLUDE 4,192.9397 SHARES ACQUIRED ON OR AFTER AUGUST 15, 1996 THROUGH THE DIVIDEND REINVESTMENT PLAN AND EMPLOYEE STOCK PURCHASE PLAN. Read SEC document |
| November 09, 2016 Filed Nov 14, 2016 20:18 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | Tax withholdingCommon | 278 | $24.15 | $6,713.70 |
DisclosureSEC source: 0001408844-16-000008 · wf-form4_147915471356057.xml · nonDerivative · entry 9 LIDDLE MARY E · CIK 0001408844 · SVP & Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,307.9397 F2 · shares: VESTED SHARES USED TO PAY TAXES. F1 · balance_after: DOES INCLUDE 4,192.9397 SHARES ACQUIRED ON OR AFTER AUGUST 15, 1996 THROUGH THE DIVIDEND REINVESTMENT PLAN AND EMPLOYEE STOCK PURCHASE PLAN. Read SEC document |
| November 09, 2016 Filed Nov 14, 2016 20:18 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | Disposition to issuerCommon | 5,245 | $24.15 | $126,666.75 |
DisclosureSEC source: 0001408844-16-000008 · wf-form4_147915471356057.xml · nonDerivative · entry 8 LIDDLE MARY E · CIK 0001408844 · SVP & Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,585.9397 F1 · balance_after: DOES INCLUDE 4,192.9397 SHARES ACQUIRED ON OR AFTER AUGUST 15, 1996 THROUGH THE DIVIDEND REINVESTMENT PLAN AND EMPLOYEE STOCK PURCHASE PLAN. Read SEC document |
| November 09, 2016 Filed Nov 14, 2016 20:18 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | Exercise / conversionCommon | 6,000 | $21.11 | $126,660.00 |
DisclosureSEC source: 0001408844-16-000008 · wf-form4_147915471356057.xml · nonDerivative · entry 7 LIDDLE MARY E · CIK 0001408844 · SVP & Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,830.9397 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · balance_after: DOES INCLUDE 4,192.9397 SHARES ACQUIRED ON OR AFTER AUGUST 15, 1996 THROUGH THE DIVIDEND REINVESTMENT PLAN AND EMPLOYEE STOCK PURCHASE PLAN. Read SEC document |
| November 09, 2016 Filed Nov 14, 2016 20:18 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | Tax withholdingCommon | 214 | $24.15 | $5,168.10 |
DisclosureSEC source: 0001408844-16-000008 · wf-form4_147915471356057.xml · nonDerivative · entry 6 LIDDLE MARY E · CIK 0001408844 · SVP & Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,830.9397 F2 · shares: VESTED SHARES USED TO PAY TAXES. F1 · balance_after: DOES INCLUDE 4,192.9397 SHARES ACQUIRED ON OR AFTER AUGUST 15, 1996 THROUGH THE DIVIDEND REINVESTMENT PLAN AND EMPLOYEE STOCK PURCHASE PLAN. Read SEC document |
| November 09, 2016 Filed Nov 14, 2016 20:18 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | Disposition to issuerCommon | 919 | $24.15 | $22,193.85 |
DisclosureSEC source: 0001408844-16-000008 · wf-form4_147915471356057.xml · nonDerivative · entry 5 LIDDLE MARY E · CIK 0001408844 · SVP & Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,044.9397 F1 · balance_after: DOES INCLUDE 4,192.9397 SHARES ACQUIRED ON OR AFTER AUGUST 15, 1996 THROUGH THE DIVIDEND REINVESTMENT PLAN AND EMPLOYEE STOCK PURCHASE PLAN. Read SEC document |
| November 09, 2016 Filed Nov 14, 2016 20:18 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | Exercise / conversionCommon | 1,500 | $14.80 | $22,200.00 |
DisclosureSEC source: 0001408844-16-000008 · wf-form4_147915471356057.xml · nonDerivative · entry 4 LIDDLE MARY E · CIK 0001408844 · SVP & Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,963.9397 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · balance_after: DOES INCLUDE 4,192.9397 SHARES ACQUIRED ON OR AFTER AUGUST 15, 1996 THROUGH THE DIVIDEND REINVESTMENT PLAN AND EMPLOYEE STOCK PURCHASE PLAN. Read SEC document |
| November 09, 2016 Filed Nov 14, 2016 20:18 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | Tax withholdingCommon | 158 | $24.15 | $3,815.70 |
DisclosureSEC source: 0001408844-16-000008 · wf-form4_147915471356057.xml · nonDerivative · entry 3 LIDDLE MARY E · CIK 0001408844 · SVP & Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,463.9397 F2 · shares: VESTED SHARES USED TO PAY TAXES. F1 · balance_after: DOES INCLUDE 4,192.9397 SHARES ACQUIRED ON OR AFTER AUGUST 15, 1996 THROUGH THE DIVIDEND REINVESTMENT PLAN AND EMPLOYEE STOCK PURCHASE PLAN. Read SEC document |
| November 09, 2016 Filed Nov 14, 2016 20:18 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | Disposition to issuerCommon | 1,071 | $24.15 | $25,864.65 |
DisclosureSEC source: 0001408844-16-000008 · wf-form4_147915471356057.xml · nonDerivative · entry 2 LIDDLE MARY E · CIK 0001408844 · SVP & Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,621.9397 F1 · balance_after: DOES INCLUDE 4,192.9397 SHARES ACQUIRED ON OR AFTER AUGUST 15, 1996 THROUGH THE DIVIDEND REINVESTMENT PLAN AND EMPLOYEE STOCK PURCHASE PLAN. Read SEC document |
| November 09, 2016 Filed Nov 14, 2016 20:18 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | Exercise / conversionCommon | 1,500 | $17.24 | $25,852.50 |
DisclosureSEC source: 0001408844-16-000008 · wf-form4_147915471356057.xml · nonDerivative · entry 1 LIDDLE MARY E · CIK 0001408844 · SVP & Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,692.9397 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · balance_after: DOES INCLUDE 4,192.9397 SHARES ACQUIRED ON OR AFTER AUGUST 15, 1996 THROUGH THE DIVIDEND REINVESTMENT PLAN AND EMPLOYEE STOCK PURCHASE 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.