person · Reporting owner

Jackson Philip C.

Disclosed activity across 1 company

Tapewire entity: 179536
SEC CIK: 0001587846

Reported relationships

Latest disclosed role at each company.

Company	Last reported as	Report date	Published
UNIVEST FINANCIAL CorpUVSP · Entity 4881	President, Commercial Banking	December 31, 2016	January 23, 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 December 31, 2016 · Filed January 23, 2017

Security / award	Ownership account	Disclosed shares / units	Disclosure context
CommonSEC Table I · non-derivative	Direct	27,712.3634	Reported balance Holding disclosure · report date 2016-12-31 · row 1 Holding and transaction disclosures are not merged. 1 source row Row 1 · Balance 27,712.3634 F1: DOES INCLUDE 13,500 RESTRICTED SHARES SUBJECT TO VESTING. F2: DOES INCLUDE 2,535.3634 SHARES ACQUIRED ON OR AFTER AUGUST 15, 1996 THROUGH THE DIVIDEND REINVESTMENT PLAN.
Incentive Stock Options (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $18.78 · Expires 2024-01-31	Direct	4,500	Reported balance Holding disclosure · report date 2016-12-31 · row 2 Instrument identity requires review; Table II rows are not merged. 1 source row Row 2 · Balance 4,500
Incentive Stock Options (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $18.52 · Expires 2025-01-31	Direct	4,500	Reported balance Holding disclosure · report date 2016-12-31 · row 4 Instrument identity requires review; Table II rows are not merged. 1 source row Row 4 · Balance 4,500
Incentive Stock Options (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $16.88 · Expires 2023-01-31	Direct	4,500	Reported balance Holding disclosure · report date 2016-12-31 · row 5 Instrument identity requires review; Table II rows are not merged. 1 source row Row 5 · Balance 4,500
Incentive Stock Options (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $19.68 · Expires 2026-01-31	Direct	4,129	Reported balance Holding disclosure · report date 2016-12-31 · row 6 Instrument identity requires review; Table II rows are not merged. 1 source row Row 6 · Balance 4,129
Incentive Stock Options (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $17.24 · Expires 2021-01-31	Direct	2,000	Reported balance Holding disclosure · report date 2016-12-31 · row 7 Instrument identity requires review; Table II rows are not merged. 1 source row Row 7 · Balance 2,000
Non Qualified Stock Options (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $19.68 · Expires 2026-01-31	Direct	639	Reported balance Holding disclosure · report date 2016-12-31 · row 3 Instrument identity requires review; Table II rows are not merged. 1 source row Row 3 · Balance 639

Filing footnotes · ownership attribution and instrument terms

F1: DOES INCLUDE 13,500 RESTRICTED SHARES SUBJECT TO VESTING.

F2: DOES INCLUDE 2,535.3634 SHARES ACQUIRED ON OR AFTER AUGUST 15, 1996 THROUGH THE DIVIDEND REINVESTMENT PLAN.

Transaction history

JSON API

Purchases/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 09, 2016 Filed Dec 13, 2016 16:06 UTC	UNIVEST FINANCIAL Corp UVSP · Entity 4881	Exercise / conversionIncentive Stock Options (Right to Buy) · Derivative	6,000	$0.00 Strike: $21.11	$0.00	Disclosure SEC source: 0001587846-16-000019 · wf-form4_148164518199228.xml · derivative · entry 4 Jackson Philip C. · CIK 0001587846 · President, Commercial Banking 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
December 09, 2016 Filed Dec 13, 2016 16:06 UTC	UNIVEST FINANCIAL Corp UVSP · Entity 4881	Tax withholdingCommon	603	$31.00	$18,693.00	Disclosure SEC source: 0001587846-16-000019 · wf-form4_148164518199228.xml · nonDerivative · entry 3 Jackson Philip C. · CIK 0001587846 · President, Commercial Banking 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,712.3634 F3 · shares: SHARES USED TO PAY TAXES. F1 · balance_after: DOES INCLUDE 13,500 RESTRICTED SHARES SUBJECT TO VESTING. F2 · balance_after: DOES INCLUDE 5,535.3634 SHARES ACQUIRED ON OR AFTER AUGUST 15, 1996 THROUGH THE DIVIDEND REINVESTMENT PLAN. Read SEC document
December 09, 2016 Filed Dec 13, 2016 16:06 UTC	UNIVEST FINANCIAL Corp UVSP · Entity 4881	Disposition to issuerCommon	5,397	$31.00	$167,307.00	Disclosure SEC source: 0001587846-16-000019 · wf-form4_148164518199228.xml · nonDerivative · entry 2 Jackson Philip C. · CIK 0001587846 · President, Commercial Banking 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,315.3634 F1 · balance_after: DOES INCLUDE 13,500 RESTRICTED SHARES SUBJECT TO VESTING. F2 · balance_after: DOES INCLUDE 5,535.3634 SHARES ACQUIRED ON OR AFTER AUGUST 15, 1996 THROUGH THE DIVIDEND REINVESTMENT PLAN. Read SEC document
December 09, 2016 Filed Dec 13, 2016 16:06 UTC	UNIVEST FINANCIAL Corp UVSP · Entity 4881	Exercise / conversionCommon	6,000	$21.11	$126,660.00	Disclosure SEC source: 0001587846-16-000019 · wf-form4_148164518199228.xml · nonDerivative · entry 1 Jackson Philip C. · CIK 0001587846 · President, Commercial Banking 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,712.3634 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 13,500 RESTRICTED SHARES SUBJECT TO VESTING. F2 · balance_after: DOES INCLUDE 5,535.3634 SHARES ACQUIRED ON OR AFTER AUGUST 15, 1996 THROUGH THE DIVIDEND REINVESTMENT PLAN. Read SEC document
November 21, 2016 Filed Nov 22, 2016 20:11 UTC	UNIVEST FINANCIAL Corp UVSP · Entity 4881	Exercise / conversionIncentive Stock Options (Right to Buy) · Derivative	2,000	$0.00 Strike: $14.80	$0.00	Disclosure SEC source: 0001587846-16-000017 · wf-form4_147984546789449.xml · derivative · entry 4 Jackson Philip C. · CIK 0001587846 · President, Commercial Banking 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common · 2,000 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 21, 2016 Filed Nov 22, 2016 20:11 UTC	UNIVEST FINANCIAL Corp UVSP · Entity 4881	Tax withholdingCommon	346	$27.35	$9,463.10	Disclosure SEC source: 0001587846-16-000017 · wf-form4_147984546789449.xml · nonDerivative · entry 3 Jackson Philip C. · CIK 0001587846 · President, Commercial Banking 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,712.3634 F3 · shares: SHARES USED TO PAY TAXES. F1 · balance_after: DOES INCLUDE 5,535.3634 SHARES ACQUIRED ON OR AFTER AUGUST 15, 1996 THROUGH THE DIVIDEND REINVESTMENT PLAN. F2 · balance_after: DOES INCLUDE 13,500 RESTRICTED SHARES SUBJECT TO VESTING. Read SEC document
November 21, 2016 Filed Nov 22, 2016 20:11 UTC	UNIVEST FINANCIAL Corp UVSP · Entity 4881	Disposition to issuerCommon	1,654	$27.35	$45,236.90	Disclosure SEC source: 0001587846-16-000017 · wf-form4_147984546789449.xml · nonDerivative · entry 2 Jackson Philip C. · CIK 0001587846 · President, Commercial Banking 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,058.3634 F1 · balance_after: DOES INCLUDE 5,535.3634 SHARES ACQUIRED ON OR AFTER AUGUST 15, 1996 THROUGH THE DIVIDEND REINVESTMENT PLAN. F2 · balance_after: DOES INCLUDE 13,500 RESTRICTED SHARES SUBJECT TO VESTING. Read SEC document
November 21, 2016 Filed Nov 22, 2016 20:11 UTC	UNIVEST FINANCIAL Corp UVSP · Entity 4881	Exercise / conversionCommon	2,000	$14.80	$29,600.00	Disclosure SEC source: 0001587846-16-000017 · wf-form4_147984546789449.xml · nonDerivative · entry 1 Jackson Philip C. · CIK 0001587846 · President, Commercial Banking 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,712.3634 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 5,535.3634 SHARES ACQUIRED ON OR AFTER AUGUST 15, 1996 THROUGH THE DIVIDEND REINVESTMENT PLAN. F2 · balance_after: DOES INCLUDE 13,500 RESTRICTED SHARES SUBJECT TO VESTING. Read SEC document
November 07, 2016 Filed Nov 8, 2016 19:42 UTC	UNIVEST FINANCIAL Corp UVSP · Entity 4881	SaleCommon	10,000	$23.10	$231,000.00	Disclosure SEC source: 0001587846-16-000015 · wf-form4_147863412881533.xml · nonDerivative · entry 1 Jackson Philip C. · CIK 0001587846 · President, Commercial Banking 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,712.3634 F1 · balance_after: DOES INCLUDE 13,500 RESTRICTED SHARES SUBJECT TO VESTING. F2 · balance_after: DOES INCLUDE 5,535.3634 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.