Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| UNIVEST FINANCIAL CorpUVSP · Entity 4881 | Director | August 24, 2026 | August 24, 2026 |
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 August 24, 2026 · Filed August 24, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| CommonSEC Table I · non-derivative | Direct | 47,238.5806 |
Reported balance
After 2026-08-24 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-08-24 · Sale · Disposed 5,000 · Balance 47,238.5806 F1: INCLUDES 1,559.5806 SHARES ACQUIRED THROUGH THE DIVIDEND REINVESTMENT PLAN. |
| CommonSEC Table I · non-derivative | IndirectSpouse | 44 |
Reported balance
Holding disclosure · report date 2026-08-24 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 44 |
Filing footnotes · ownership attribution and instrument terms
F1: INCLUDES 1,559.5806 SHARES ACQUIRED 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 |
|---|---|---|---|---|---|---|
| August 24, 2026 Filed Aug 24, 2026 19:07 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | SaleCommon | 5,000 | $41.69 | $208,450.00 |
DisclosureSEC source: 0001254295-26-000006 · wk-form4_1787598463.xml · nonDerivative · entry 1 PETRO THOMAS M · CIK 0001254295 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 47,238.5806 F1 · balance_after: INCLUDES 1,559.5806 SHARES ACQUIRED THROUGH THE DIVIDEND REINVESTMENT PLAN. Read SEC document |
| January 31, 2026 Filed Feb 3, 2026 15:17 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | GrantRestricted Stock Units · Derivative | 1,283 | $0.00 | $0.00 |
DisclosureSEC source: 0001254295-26-000004 · wk-form4_1770131870.xml · derivative · entry 4 PETRO THOMAS M · CIK 0001254295 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,283 Underlying: Common · 1,283 shares Expires 2028-01-31 F4 · derivative.exercise_price: EACH RESTRICTED STOCK UNIT REPRESENTS A CONTINGENT RIGHT TO RECEIVE ONE SHARE OF COMMON STOCK UPON VESTING OF THE UNIT. F3 · derivative.exercise_date: THE RESTRICTED STOCK UNITS VEST ON THE DATE INDICATED, ASSUMING CONTINUED SERVICE THROUGH THE VESTING DATE. F3 · derivative.expiration_date: THE RESTRICTED STOCK UNITS VEST ON THE DATE INDICATED, ASSUMING CONTINUED SERVICE THROUGH THE VESTING DATE. Read SEC document |
| January 31, 2026 Filed Feb 3, 2026 15:17 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | Exercise / conversionRestricted Stock Units · Derivative | 1,766 | $0.00 | $0.00 |
DisclosureSEC source: 0001254295-26-000004 · wk-form4_1770131870.xml · derivative · entry 3 PETRO THOMAS M · CIK 0001254295 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common · 1,766 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. F1 · derivative.exercise_price: REPRESENTS THE SETTLEMENT OF ONE SHARE OF COMMON STOCK UPON VESTING OF THE CORRESPONDING NUMBER OF RESTRICTED STOCK UNITS. F3 · derivative.exercise_date: THE RESTRICTED STOCK UNITS VEST ON THE DATE INDICATED, ASSUMING CONTINUED SERVICE THROUGH THE VESTING DATE. F3 · derivative.expiration_date: THE RESTRICTED STOCK UNITS VEST ON THE DATE INDICATED, ASSUMING CONTINUED SERVICE THROUGH THE VESTING DATE. Read SEC document |
| January 31, 2026 Filed Feb 3, 2026 15:17 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | Exercise / conversionCommon | 1,766 | $0.00 | $0.00 |
DisclosureSEC source: 0001254295-26-000004 · wk-form4_1770131870.xml · nonDerivative · entry 1 PETRO THOMAS M · CIK 0001254295 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 52,030.5427 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 · price: REPRESENTS THE SETTLEMENT OF ONE SHARE OF COMMON STOCK UPON VESTING OF THE CORRESPONDING NUMBER OF RESTRICTED STOCK UNITS. F2 · balance_after: INCLUDES 1,351.5427 SHARES ACQUIRED THROUGH THE DIVIDEND REINVESTMENT PLAN. Read SEC document |
| August 27, 2025 Filed Aug 28, 2025 13:49 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | SaleCommon | 5,000 | $31.75 | $158,750.50 |
DisclosureSEC source: 0001254295-25-000008 · wk-form4_1756388954.xml · nonDerivative · entry 2 PETRO THOMAS M · CIK 0001254295 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 50,192.5544 F1 · balance_after: INCLUDES 1,279.5544 SHARES ACQUIRED THROUGH THE DIVIDEND REINVESTMENT PLAN. Read SEC document |
| August 27, 2025 Filed Aug 28, 2025 13:49 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | SaleCommon | 4,000 | $31.75 | $127,000.00 |
DisclosureSEC source: 0001254295-25-000008 · wk-form4_1756388954.xml · nonDerivative · entry 1 PETRO THOMAS M · CIK 0001254295 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 55,192.5544 F1 · balance_after: INCLUDES 1,279.5544 SHARES ACQUIRED THROUGH THE DIVIDEND REINVESTMENT PLAN. Read SEC document |
| January 31, 2025 Filed Feb 4, 2025 15:46 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | GrantRestricted Stock Units · Derivative | 1,399 | $0.00 | $0.00 |
DisclosureSEC source: 0001254295-25-000004 · wk-form4_1738683974.xml · derivative · entry 4 PETRO THOMAS M · CIK 0001254295 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,399 Underlying: Common · 1,399 shares Expires 2027-01-31 F4 · derivative.exercise_price: EACH RESTRICTED STOCK UNIT REPRESENTS A CONTINGENT RIGHT TO RECEIVE ONE SHARE OF COMMON STOCK UPON VESTING OF THE UNIT. F3 · derivative.exercise_date: THE RESTRICTED STOCK UNITS VEST ON THE DATE INDICATED, ASSUMING CONTINUED SERVICE THROUGH THE VESTING DATE. F3 · derivative.expiration_date: THE RESTRICTED STOCK UNITS VEST ON THE DATE INDICATED, ASSUMING CONTINUED SERVICE THROUGH THE VESTING DATE. Read SEC document |
| January 31, 2025 Filed Feb 4, 2025 15:46 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | Exercise / conversionRestricted Stock Units · Derivative | 1,290 | $0.00 | $0.00 |
DisclosureSEC source: 0001254295-25-000004 · wk-form4_1738683974.xml · derivative · entry 3 PETRO THOMAS M · CIK 0001254295 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common · 1,290 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. F1 · derivative.exercise_price: REPRESENTS THE SETTLEMENT OF ONE SHARE OF COMMON STOCK UPON VESTING OF THE CORRESPONDING NUMBER OF RESTRICTED STOCK UNITS. F3 · derivative.exercise_date: THE RESTRICTED STOCK UNITS VEST ON THE DATE INDICATED, ASSUMING CONTINUED SERVICE THROUGH THE VESTING DATE. F3 · derivative.expiration_date: THE RESTRICTED STOCK UNITS VEST ON THE DATE INDICATED, ASSUMING CONTINUED SERVICE THROUGH THE VESTING DATE. Read SEC document |
| January 31, 2025 Filed Feb 4, 2025 15:46 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | Exercise / conversionCommon | 1,290 | $0.00 | $0.00 |
DisclosureSEC source: 0001254295-25-000004 · wk-form4_1738683974.xml · nonDerivative · entry 1 PETRO THOMAS M · CIK 0001254295 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 58,984.4252 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 · price: REPRESENTS THE SETTLEMENT OF ONE SHARE OF COMMON STOCK UPON VESTING OF THE CORRESPONDING NUMBER OF RESTRICTED STOCK UNITS. F2 · balance_after: INCLUDES 1,071.4252 SHARES ACQUIRED THROUGH THE DIVIDEND REINVESTMENT PLAN. Read SEC document |
| January 31, 2024 Filed Feb 2, 2024 21:51 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | GrantRestricted Stock Units · Derivative | 1,766 | $0.00 | $0.00 |
DisclosureSEC source: 0001254295-24-000004 · wk-form4_1706910666.xml · derivative · entry 4 PETRO THOMAS M · CIK 0001254295 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,766 Underlying: Common · 1,766 shares Expires 2026-01-31 F4 · derivative.exercise_price: EACH RESTRICTED STOCK UNIT REPRESENTS A CONTINGENT RIGHT TO RECEIVE ONE SHARE OF COMMON STOCK UPON VESTING OF THE UNIT. F3 · derivative.exercise_date: THE RESTRICTED STOCK UNITS VEST ON THE DATE INDICATED, ASSUMING CONTINUED SERVICE THROUGH THE VESTING DATE. F3 · derivative.expiration_date: THE RESTRICTED STOCK UNITS VEST ON THE DATE INDICATED, ASSUMING CONTINUED SERVICE THROUGH THE VESTING DATE. Read SEC document |
| January 31, 2024 Filed Feb 2, 2024 21:51 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | Exercise / conversionRestricted Stock Units · Derivative | 1,162 | $0.00 | $0.00 |
DisclosureSEC source: 0001254295-24-000004 · wk-form4_1706910666.xml · derivative · entry 3 PETRO THOMAS M · CIK 0001254295 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common · 1,162 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. F1 · derivative.exercise_price: REPRESENTS THE SETTLEMENT OF ONE SHARE OF COMMON STOCK UPON VESTING OF THE CORRESPONDING NUMBER OF RESTRICTED STOCK UNITS. F3 · derivative.exercise_date: THE RESTRICTED STOCK UNITS VEST ON THE DATE INDICATED, ASSUMING CONTINUED SERVICE THROUGH THE VESTING DATE. F3 · derivative.expiration_date: THE RESTRICTED STOCK UNITS VEST ON THE DATE INDICATED, ASSUMING CONTINUED SERVICE THROUGH THE VESTING DATE. Read SEC document |
| January 31, 2024 Filed Feb 2, 2024 21:51 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | Exercise / conversionCommon | 1,162 | $0.00 | $0.00 |
DisclosureSEC source: 0001254295-24-000004 · wk-form4_1706910666.xml · nonDerivative · entry 1 PETRO THOMAS M · CIK 0001254295 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 57,410.608 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 · price: REPRESENTS THE SETTLEMENT OF ONE SHARE OF COMMON STOCK UPON VESTING OF THE CORRESPONDING NUMBER OF RESTRICTED STOCK UNITS. F2 · balance_after: INCLUDES 787.608 SHARES ACQUIRED THROUGH THE DIVIDEND REINVESTMENT PLAN. Read SEC document |
| January 31, 2023 Filed Feb 2, 2023 20:29 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | GrantRestricted Stock Units · Derivative | 1,290 | $0.00 | $0.00 |
DisclosureSEC source: 0001254295-23-000004 · wf-form4_167536977330966.xml · derivative · entry 4 PETRO THOMAS M · CIK 0001254295 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,290 Underlying: Common · 1,290 shares Expires 2025-01-31 F4 · derivative.exercise_price: EACH RESTRICTED STOCK UNIT REPRESENTS A CONTINGENT RIGHT TO RECEIVE ONE SHARE OF COMMON STOCK UPON VESTING OF THE UNIT. F3 · derivative.exercise_date: THE RESTRICTED STOCK UNITS VEST ON THE DATE INDICATED, ASSUMING CONTINUED SERVICE THROUGH THE VESTING DATE. F3 · derivative.expiration_date: THE RESTRICTED STOCK UNITS VEST ON THE DATE INDICATED, ASSUMING CONTINUED SERVICE THROUGH THE VESTING DATE. Read SEC document |
| January 31, 2023 Filed Feb 2, 2023 20:29 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | Exercise / conversionRestricted Stock Units · Derivative | 1,448 | $0.00 | $0.00 |
DisclosureSEC source: 0001254295-23-000004 · wf-form4_167536977330966.xml · derivative · entry 3 PETRO THOMAS M · CIK 0001254295 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common · 1,448 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. F1 · derivative.exercise_price: REPRESENTS THE SETTLEMENT OF ONE SHARE OF COMMON STOCK UPON VESTING OF THE CORRESPONDING NUMBER OF RESTRICTED STOCK UNITS. F3 · derivative.exercise_date: THE RESTRICTED STOCK UNITS VEST ON THE DATE INDICATED, ASSUMING CONTINUED SERVICE THROUGH THE VESTING DATE. F3 · derivative.expiration_date: THE RESTRICTED STOCK UNITS VEST ON THE DATE INDICATED, ASSUMING CONTINUED SERVICE THROUGH THE VESTING DATE. Read SEC document |
| January 31, 2023 Filed Feb 2, 2023 20:29 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | Exercise / conversionCommon | 1,448 | $0.00 | $0.00 |
DisclosureSEC source: 0001254295-23-000004 · wf-form4_167536977330966.xml · nonDerivative · entry 1 PETRO THOMAS M · CIK 0001254295 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 55,965.8004 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 · price: REPRESENTS THE SETTLEMENT OF ONE SHARE OF COMMON STOCK UPON VESTING OF THE CORRESPONDING NUMBER OF RESTRICTED STOCK UNITS. F2 · balance_after: INCLUDES 504.8004 SHARES ACQUIRED THROUGH THE DIVIDEND REINVESTMENT PLAN. Read SEC document |
| December 12, 2022 Filed Dec 13, 2022 15:04 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | SaleCommon | 10,000 | $26.74 | $267,400.00 |
DisclosureSEC source: 0001254295-22-000006 · wf-form4_167094388010897.xml · nonDerivative · entry 3 PETRO THOMAS M · CIK 0001254295 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 54,517.8004 F2 · balance_after: INCLUDES 504.8004 SHARES ACQUIRED THROUGH THE DIVIDEND REINVESTMENT PLAN. Read SEC document |
| December 09, 2022 Filed Dec 13, 2022 15:04 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | SaleCommon | 5,000 | $26.71 | $133,550.00 |
DisclosureSEC source: 0001254295-22-000006 · wf-form4_167094388010897.xml · nonDerivative · entry 2 PETRO THOMAS M · CIK 0001254295 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 64,517.8004 F2 · balance_after: INCLUDES 504.8004 SHARES ACQUIRED THROUGH THE DIVIDEND REINVESTMENT PLAN. Read SEC document |
| November 14, 2022 Filed Dec 13, 2022 15:04 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | GiftCommon | 11,600 | $27.80 | $322,480.00 |
DisclosureSEC source: 0001254295-22-000006 · wf-form4_167094388010897.xml · nonDerivative · entry 1 PETRO THOMAS M · CIK 0001254295 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 69,478.9253 F1 · balance_after: INCLUDES 465.9253 SHARES ACQUIRED THROUGH THE DIVIDEND REINVESTMENT PLAN. Read SEC document |
| January 31, 2022 Filed Feb 2, 2022 16:24 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | GrantRestricted Stock Units · Derivative | 1,162 | $0.00 | $0.00 |
DisclosureSEC source: 0001254295-22-000004 · wf-form4_164381904406417.xml · derivative · entry 4 PETRO THOMAS M · CIK 0001254295 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,162 Underlying: Common · 1,162 shares Expires 2024-01-31 F4 · derivative.exercise_price: EACH RESTRICTED STOCK UNIT REPRESENTS A CONTINGENT RIGHT TO RECEIVE ONE SHARE OF COMMON STOCK UPON VESTING OF THE UNIT. F3 · derivative.exercise_date: THE RESTRICTED STOCK UNITS VEST ON THE DATE INDICATED, ASSUMING CONTINUED SERVICE THROUGH THE VESTING DATE. F3 · derivative.expiration_date: THE RESTRICTED STOCK UNITS VEST ON THE DATE INDICATED, ASSUMING CONTINUED SERVICE THROUGH THE VESTING DATE. Read SEC document |
| January 31, 2022 Filed Feb 2, 2022 16:24 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | Exercise / conversionRestricted Stock Units · Derivative | 1,309 | $0.00 | $0.00 |
DisclosureSEC source: 0001254295-22-000004 · wf-form4_164381904406417.xml · derivative · entry 3 PETRO THOMAS M · CIK 0001254295 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common · 1,309 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. F1 · derivative.exercise_price: REPRESENTS THE SETTLEMENT OF ONE SHARE OF COMMON STOCK UPON VESTING OF THE CORRESPONDING NUMBER OF RESTRICTED STOCK UNITS. F3 · derivative.exercise_date: THE RESTRICTED STOCK UNITS VEST ON THE DATE INDICATED, ASSUMING CONTINUED SERVICE THROUGH THE VESTING DATE. F3 · derivative.expiration_date: THE RESTRICTED STOCK UNITS VEST ON THE DATE INDICATED, ASSUMING CONTINUED SERVICE THROUGH THE VESTING DATE. Read SEC document |
| January 31, 2022 Filed Feb 2, 2022 16:24 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | Exercise / conversionCommon | 1,309 | $0.00 | $0.00 |
DisclosureSEC source: 0001254295-22-000004 · wf-form4_164381904406417.xml · nonDerivative · entry 1 PETRO THOMAS M · CIK 0001254295 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 80,961.5294 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 · price: REPRESENTS THE SETTLEMENT OF ONE SHARE OF COMMON STOCK UPON VESTING OF THE CORRESPONDING NUMBER OF RESTRICTED STOCK UNITS. F2 · balance_after: INCLUDES 348.5294 SHARES ACQUIRED THROUGH THE DIVIDEND REINVESTMENT PLAN. Read SEC document |
| December 08, 2021 Filed Jan 20, 2022 14:19 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | GiftCommon | 2,594 | $28.92 | $75,018.48 |
DisclosureSEC source: 0001254295-22-000002 · wf-form5_164268837896781.xml · nonDerivative · entry 1 PETRO THOMAS M · CIK 0001254295 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 79,652.5294 F1 · balance_after: INCLUDES 348.5294 SHARES ACQUIRED THROUGH THE DIVIDEND REINVESTMENT PLAN. Read SEC document |
| January 31, 2021 Filed Feb 2, 2021 20:20 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | GrantRestricted Stock Units · Derivative | 1,448 | $0.00 | $0.00 |
DisclosureSEC source: 0001254295-21-000004 · wf-form4_161229722255903.xml · derivative · entry 3 PETRO THOMAS M · CIK 0001254295 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,448 Underlying: Common · 1,448 shares Expires 2023-01-31 F4 · derivative.exercise_price: EACH RESTRICTED STOCK UNIT REPRESENTS A CONTINGENT RIGHT TO RECEIVE ONE SHARE OF COMMON STOCK UPON VESTING OF THE UNIT. F3 · derivative.exercise_date: THE RESTRICTED STOCK UNITS VEST ON THE DATE INDICATED, ASSUMING CONTINUED SERVICE THROUGH THE VESTING DATE. F3 · derivative.expiration_date: THE RESTRICTED STOCK UNITS VEST ON THE DATE INDICATED, ASSUMING CONTINUED SERVICE THROUGH THE VESTING DATE. Read SEC document |
| January 31, 2021 Filed Feb 2, 2021 20:20 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | Exercise / conversionRestricted Stock Units · Derivative | 1,384 | $0.00 | $0.00 |
DisclosureSEC source: 0001254295-21-000004 · wf-form4_161229722255903.xml · derivative · entry 2 PETRO THOMAS M · CIK 0001254295 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common · 1,384 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. F1 · derivative.exercise_price: REPRESENTS THE SETTLEMENT OF ONE SHARE OF COMMON STOCK UPON VESTING OF THE CORRESPONDING NUMBER OF RESTRICTED STOCK UNITS. F3 · derivative.exercise_date: THE RESTRICTED STOCK UNITS VEST ON THE DATE INDICATED, ASSUMING CONTINUED SERVICE THROUGH THE VESTING DATE. F3 · derivative.expiration_date: THE RESTRICTED STOCK UNITS VEST ON THE DATE INDICATED, ASSUMING CONTINUED SERVICE THROUGH THE VESTING DATE. Read SEC document |
| January 31, 2021 Filed Feb 2, 2021 20:20 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | Exercise / conversionCommon | 1,384 | $0.00 | $0.00 |
DisclosureSEC source: 0001254295-21-000004 · wf-form4_161229722255903.xml · nonDerivative · entry 1 PETRO THOMAS M · CIK 0001254295 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 82,140.1303 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 · price: REPRESENTS THE SETTLEMENT OF ONE SHARE OF COMMON STOCK UPON VESTING OF THE CORRESPONDING NUMBER OF RESTRICTED STOCK UNITS. F2 · balance_after: INCLUDES 242.1303 SHARES ACQUIRED THROUGH THE DIVIDEND REINVESTMENT PLAN. Read SEC document |
| March 12, 2020 Filed Mar 12, 2020 20:02 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | PurchaseCommon | 1,824 | $17.07 | $31,135.68 |
DisclosureSEC source: 0001254295-20-000006 · wf-form4_158404335326901.xml · nonDerivative · entry 2 PETRO THOMAS M · CIK 0001254295 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 80,669.2494 F1 · balance_after: INCLUDES 155.2494 SHARES ACQUIRED THROUGH THE DIVIDEND REINVESTMENT PLAN. Read SEC document |
| March 12, 2020 Filed Mar 12, 2020 20:02 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | PurchaseCommon | 8,176 | $16.85 | $137,765.60 |
DisclosureSEC source: 0001254295-20-000006 · wf-form4_158404335326901.xml · nonDerivative · entry 1 PETRO THOMAS M · CIK 0001254295 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 78,845.2494 F1 · balance_after: INCLUDES 155.2494 SHARES ACQUIRED THROUGH THE DIVIDEND REINVESTMENT PLAN. Read SEC document |
| January 31, 2020 Filed Feb 4, 2020 18:14 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | GrantRestricted Stock Units · Derivative | 1,309 | $0.00 | $0.00 |
DisclosureSEC source: 0001254295-20-000004 · wf-form4_158084004654531.xml · derivative · entry 2 PETRO THOMAS M · CIK 0001254295 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,309 Underlying: Common · 1,309 shares Expires 2022-01-31 F2 · derivative.exercise_price: EACH RESTRICTED STOCK UNIT REPRESENTS A CONTINGENT RIGHT TO RECEIVE ONE SHARE OF COMMON STOCK UPON VESTING OF THE UNIT. F3 · derivative.exercise_date: THE RESTRICTED STOCK UNITS VEST ON THE DATE INDICATED, ASSUMING CONTINUED SERVICE THROUGH THE VESTING DATE. F3 · derivative.expiration_date: THE RESTRICTED STOCK UNITS VEST ON THE DATE INDICATED, ASSUMING CONTINUED SERVICE THROUGH THE VESTING DATE. Read SEC document |
| January 31, 2019 Filed Feb 1, 2019 17:24 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | GrantRestricted Stock Units · Derivative | 1,384 | $0.00 | $0.00 |
DisclosureSEC source: 0001254295-19-000004 · wf-form4_154904184637865.xml · derivative · entry 2 PETRO THOMAS M · CIK 0001254295 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,384 Underlying: Common · 1,384 shares Expires 2021-01-31 F3 · derivative.exercise_price: EACH RESTRICTED STOCK UNIT REPRESENTS A CONTINGENT RIGHT TO RECEIVE ONE SHARE OF COMMON STOCK UPON VESTING OF THE UNIT. F4 · derivative.exercise_date: THE RESTRICTED STOCK UNITS VEST ON THE DATE INDICATED, ASSUMING CONTINUED SERVICE THROUGH THE VESTING DATE. F4 · derivative.expiration_date: THE RESTRICTED STOCK UNITS VEST ON THE DATE INDICATED, ASSUMING CONTINUED SERVICE THROUGH THE VESTING DATE. Read SEC document |
| May 07, 2018 Filed May 8, 2018 15:22 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | SaleCommon | 20,000 | $29.30 | $586,000.00 |
DisclosureSEC source: 0001254295-18-000007 · wf-form4_152579291050091.xml · nonDerivative · entry 1 PETRO THOMAS M · CIK 0001254295 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 70,554.4726 F1 · balance_after: DOES INCLUDE 2,000 RESTRICTED SHARES SUBJECT TO VESTING. F2 · balance_after: DOES INCLUDE 40.4726 SHARES ACQUIRED ON OR AFTER AUGUST 15, 1996 THROUGH THE DIVIDEND REINVESTMENT PLAN. Read SEC document |
| January 31, 2018 Filed Feb 1, 2018 14:33 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | GrantCommon Stock (Restricted Shares Subject to Vesting) | 1,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001254295-18-000004 · wf-form4_151749557844247.xml · nonDerivative · entry 1 PETRO THOMAS M · CIK 0001254295 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 90,539.9653 F1 · balance_after: DOES INCLUDE 2,000 RESTRICTED SHARES SUBJECT TO VESTING. F2 · balance_after: DOES INCLUDE 25.9653 SHARES ACQUIRED ON OR AFTER AUGUST 15, 1996 THROUGH THE DIVIDEND REINVESTMENT PLAN. Read SEC document |
| January 31, 2017 Filed Feb 6, 2017 19:29 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | GrantCommon Stock (Restricted Shares Subject to Vesting) | 1,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001254295-17-000008 · wf-form4_148640936230688.xml · nonDerivative · entry 1 PETRO THOMAS M · CIK 0001254295 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 89,514 F1 · balance_after: DOES INCLUDE 1,000 RESTRICTED SHARES SUBJECT TO VESTING. Read SEC document |
| December 19, 2016 Filed Jan 17, 2017 18:27 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | GiftCommon | 3,400 | $30.75 | $104,550.00 |
DisclosureSEC source: 0001254295-17-000006 · wf-form5_148467765660719.xml · nonDerivative · entry 1 PETRO THOMAS M · CIK 0001254295 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 88,514 Read SEC document |
| December 09, 2016 Filed Dec 13, 2016 20:43 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | SaleCommon | 29,193 | $30.64 | $894,578.61 |
DisclosureSEC source: 0001254295-16-000010 · wf-form4_148166178829938.xml · nonDerivative · entry 1 PETRO THOMAS M · CIK 0001254295 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 90,738 Read SEC document |
| November 21, 2016 Filed Nov 22, 2016 20:34 UTC Amendment | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | SaleCommon | 20,000 | $27.27 | $545,400.00 |
DisclosureSEC source: 0001254295-16-000008 · wf-form4a_147984686943428.xml · nonDerivative · entry 2 PETRO THOMAS M · CIK 0001254295 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 119,931 Read SEC document |
| November 18, 2016 Filed Nov 22, 2016 20:25 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | SaleCommon | 20,000 | $27.27 | $545,400.00 |
DisclosureSEC source: 0001254295-16-000007 · wf-form4_147984631380939.xml · nonDerivative · entry 2 PETRO THOMAS M · CIK 0001254295 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 119,931 Read SEC document |
| November 18, 2016 Filed Nov 22, 2016 20:25 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | GiftCommon | 7,800 | $27.45 | $214,110.00 |
DisclosureSEC source: 0001254295-16-000007 · wf-form4_147984631380939.xml · nonDerivative · entry 1 PETRO THOMAS M · CIK 0001254295 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 139,931 Read SEC document |
| November 18, 2016 Filed Nov 22, 2016 20:34 UTC Amendment | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | GiftCommon | 7,800 | $27.45 | $214,110.00 |
DisclosureSEC source: 0001254295-16-000008 · wf-form4a_147984686943428.xml · nonDerivative · entry 1 PETRO THOMAS M · CIK 0001254295 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 139,931 Read SEC document |
| November 17, 2016 Filed Nov 17, 2016 17:46 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | SaleCommon | 10,478 | $27.48 | $287,935.44 |
DisclosureSEC source: 0001254295-16-000005 · wf-form4_147940480217038.xml · nonDerivative · entry 4 PETRO THOMAS M · CIK 0001254295 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 147,731 Read SEC document |
| November 17, 2016 Filed Jan 17, 2017 18:24 UTC Amendment | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | SaleCommon | 10,478 | $27.48 | $287,935.44 |
DisclosureSEC source: 0001254295-17-000004 · wf-form4a_148467745570257.xml · nonDerivative · entry 4 PETRO THOMAS M · CIK 0001254295 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 147,631 Read SEC document |
| November 16, 2016 Filed Nov 17, 2016 17:46 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | SaleCommon | 2,285 | $27.76 | $63,431.60 |
DisclosureSEC source: 0001254295-16-000005 · wf-form4_147940480217038.xml · nonDerivative · entry 3 PETRO THOMAS M · CIK 0001254295 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 158,209 Read SEC document |
| November 16, 2016 Filed Jan 17, 2017 18:24 UTC Amendment | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | SaleCommon | 2,385 | $27.76 | $66,207.60 |
DisclosureSEC source: 0001254295-17-000004 · wf-form4a_148467745570257.xml · nonDerivative · entry 3 PETRO THOMAS M · CIK 0001254295 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 158,109 Read SEC document |
| November 15, 2016 Filed Nov 17, 2016 17:46 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | SaleCommon | 20,000 | $26.33 | $526,540.00 |
DisclosureSEC source: 0001254295-16-000005 · wf-form4_147940480217038.xml · nonDerivative · entry 2 PETRO THOMAS M · CIK 0001254295 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 160,494 Read SEC document |
| November 15, 2016 Filed Nov 17, 2016 17:46 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | SaleCommon | 20,000 | $26.70 | $534,092.00 |
DisclosureSEC source: 0001254295-16-000005 · wf-form4_147940480217038.xml · nonDerivative · entry 1 PETRO THOMAS M · CIK 0001254295 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 180,494 Read SEC document |
| November 15, 2016 Filed Jan 17, 2017 18:24 UTC Amendment | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | SaleCommon | 20,000 | $26.33 | $526,540.00 |
DisclosureSEC source: 0001254295-17-000004 · wf-form4a_148467745570257.xml · nonDerivative · entry 2 PETRO THOMAS M · CIK 0001254295 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 160,494 Read SEC document |
| November 15, 2016 Filed Jan 17, 2017 18:24 UTC Amendment | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | SaleCommon | 20,000 | $26.70 | $534,092.00 |
DisclosureSEC source: 0001254295-17-000004 · wf-form4a_148467745570257.xml · nonDerivative · entry 1 PETRO THOMAS M · CIK 0001254295 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 180,494 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.