Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| UNIVEST FINANCIAL CorpUVSP · Entity 4881 | Director | August 13, 2026 | August 14, 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 13, 2026 · Filed August 14, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| CommonSEC Table I · non-derivative | Direct | 24,684.0723 |
Reported balance
After 2026-08-13 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-08-13 · Sale · Disposed 8,000 · Balance 24,684.0723 F1: THE PRICE REPORTED IN COLUMN 4 IS A WEIGHTED AVERAGE PRICE. THESE SHARES WERE SOLD IN MULTIPLE TRANSACTIONS AT PRICES RANGING FROM $42.9386 TO $43.2336, INCLUSIVE. THE REPORTING PERSON UNDERTAKES TO PROVIDE TO UNIVEST FINANCIAL CORPORATION, ANY SECURITY HOLDER OF UNIVEST FINANCIAL CORPORATION, OR THE STAFF OF THE SECURITIES AND EXCHANGE COMMISSION, UPON REQUEST, FULL INFORMATION REGARDING THE NUMBER OF SHARES SOLD AT EACH SEPARATE PRICE WITHIN THE RANGES SET FORTH IN THIS FOOTNOTE. F2: INCLUDES 2,368.0723 SHARES ACQUIRED THROUGH THE DIVIDEND REINVESTMENT PLAN |
Filing footnotes · ownership attribution and instrument terms
F1: THE PRICE REPORTED IN COLUMN 4 IS A WEIGHTED AVERAGE PRICE. THESE SHARES WERE SOLD IN MULTIPLE TRANSACTIONS AT PRICES RANGING FROM $42.9386 TO $43.2336, INCLUSIVE. THE REPORTING PERSON UNDERTAKES TO PROVIDE TO UNIVEST FINANCIAL CORPORATION, ANY SECURITY HOLDER OF UNIVEST FINANCIAL CORPORATION, OR THE STAFF OF THE SECURITIES AND EXCHANGE COMMISSION, UPON REQUEST, FULL INFORMATION REGARDING THE NUMBER OF SHARES SOLD AT EACH SEPARATE PRICE WITHIN THE RANGES SET FORTH IN THIS FOOTNOTE.
F2: INCLUDES 2,368.0723 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 13, 2026 Filed Aug 14, 2026 14:56 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | SaleCommon | 8,000 | $43.04 | $344,280.00 |
DisclosureSEC source: 0001629911-26-000006 · wk-form4_1786719408.xml · nonDerivative · entry 1 Turner Michael L. · CIK 0001629911 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 24,684.0723 F1 · price: THE PRICE REPORTED IN COLUMN 4 IS A WEIGHTED AVERAGE PRICE. THESE SHARES WERE SOLD IN MULTIPLE TRANSACTIONS AT PRICES RANGING FROM $42.9386 TO $43.2336, INCLUSIVE. THE REPORTING PERSON UNDERTAKES TO PROVIDE TO UNIVEST FINANCIAL CORPORATION, ANY SECURITY HOLDER OF UNIVEST FINANCIAL CORPORATION, OR THE STAFF OF THE SECURITIES AND EXCHANGE COMMISSION, UPON REQUEST, FULL INFORMATION REGARDING THE NUMBER OF SHARES SOLD AT EACH SEPARATE PRICE WITHIN THE RANGES SET FORTH IN THIS FOOTNOTE. F2 · balance_after: INCLUDES 2,368.0723 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: 0001629911-26-000004 · wk-form4_1770131825.xml · derivative · entry 3 Turner Michael L. · CIK 0001629911 · 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: 0001629911-26-000004 · wk-form4_1770131825.xml · derivative · entry 2 Turner Michael L. · CIK 0001629911 · 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: 0001629911-26-000004 · wk-form4_1770131825.xml · nonDerivative · entry 1 Turner Michael L. · CIK 0001629911 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 32,504.2574 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 2,188.2574 SHARES ACQUIRED THROUGH THE DIVIDEND REINVESTMENT PLAN. Read SEC document |
| January 31, 2025 Filed Feb 4, 2025 15:48 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | GrantRestricted Stock Units · Derivative | 1,399 | $0.00 | $0.00 |
DisclosureSEC source: 0001629911-25-000004 · wk-form4_1738684076.xml · derivative · entry 3 Turner Michael L. · CIK 0001629911 · 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 15:48 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | Exercise / conversionRestricted Stock Units · Derivative | 1,290 | $0.00 | $0.00 |
DisclosureSEC source: 0001629911-25-000004 · wk-form4_1738684076.xml · derivative · entry 2 Turner Michael L. · CIK 0001629911 · 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 15:48 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | Exercise / conversionCommon | 1,290 | $0.00 | $0.00 |
DisclosureSEC source: 0001629911-25-000004 · wk-form4_1738684076.xml · nonDerivative · entry 1 Turner Michael L. · CIK 0001629911 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 30,378.2352 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 1,828.2352 SHARES ACQUIRED THROUGH THE DIVIDEND REINVESTMENT PLAN. Read SEC document |
| January 31, 2024 Filed Feb 2, 2024 21:54 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | GrantRestricted Stock Units · Derivative | 1,766 | $0.00 | $0.00 |
DisclosureSEC source: 0001629911-24-000004 · wk-form4_1706910869.xml · derivative · entry 3 Turner Michael L. · CIK 0001629911 · 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 21:54 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | Exercise / conversionRestricted Stock Units · Derivative | 1,162 | $0.00 | $0.00 |
DisclosureSEC source: 0001629911-24-000004 · wk-form4_1706910869.xml · derivative · entry 2 Turner Michael L. · CIK 0001629911 · 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 21:54 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | Exercise / conversionCommon | 1,162 | $0.00 | $0.00 |
DisclosureSEC source: 0001629911-24-000004 · wk-form4_1706910869.xml · nonDerivative · entry 1 Turner Michael L. · CIK 0001629911 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 28,710.9866 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 1,450.9866 SHARES ACQUIRED THROUGH THE DIVIDEND REINVESTMENT PLAN. Read SEC document |
| January 31, 2023 Filed Feb 2, 2023 20:32 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | GrantRestricted Stock Units · Derivative | 1,290 | $0.00 | $0.00 |
DisclosureSEC source: 0001629911-23-000004 · wf-form4_167536990811980.xml · derivative · entry 3 Turner Michael L. · CIK 0001629911 · 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 20:32 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | Exercise / conversionRestricted Stock Units · Derivative | 1,448 | $0.00 | $0.00 |
DisclosureSEC source: 0001629911-23-000004 · wf-form4_167536990811980.xml · derivative · entry 2 Turner Michael L. · CIK 0001629911 · 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 20:32 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | Exercise / conversionCommon | 1,448 | $0.00 | $0.00 |
DisclosureSEC source: 0001629911-23-000004 · wf-form4_167536990811980.xml · nonDerivative · entry 1 Turner Michael L. · CIK 0001629911 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,157.4665 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 1,059.4665 SHARES ACQUIRED THROUGH THE DIVIDEND REINVESTMENT PLAN. Read SEC document |
| January 31, 2022 Filed Feb 2, 2022 16:26 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | GrantRestricted Stock Units · Derivative | 1,162 | $0.00 | $0.00 |
DisclosureSEC source: 0001629911-22-000004 · wf-form4_164381919440812.xml · derivative · entry 3 Turner Michael L. · CIK 0001629911 · 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 16:26 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | Exercise / conversionRestricted Stock Units · Derivative | 1,309 | $0.00 | $0.00 |
DisclosureSEC source: 0001629911-22-000004 · wf-form4_164381919440812.xml · derivative · entry 2 Turner Michael L. · CIK 0001629911 · 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 16:26 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | Exercise / conversionCommon | 1,309 | $0.00 | $0.00 |
DisclosureSEC source: 0001629911-22-000004 · wf-form4_164381919440812.xml · nonDerivative · entry 1 Turner Michael L. · CIK 0001629911 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,476.3895 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 826.3895 SHARES ACQUIRED THROUGH THE DIVIDEND REINVESTMENT PLAN. Read SEC document |
| January 31, 2021 Filed Feb 2, 2021 20:23 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | GrantRestricted Stock Units · Derivative | 1,448 | $0.00 | $0.00 |
DisclosureSEC source: 0001629911-21-000004 · wf-form4_161229738548032.xml · derivative · entry 3 Turner Michael L. · CIK 0001629911 · 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 20:23 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | Exercise / conversionRestricted Stock Units · Derivative | 1,384 | $0.00 | $0.00 |
DisclosureSEC source: 0001629911-21-000004 · wf-form4_161229738548032.xml · derivative · entry 2 Turner Michael L. · CIK 0001629911 · 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 20:23 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | Exercise / conversionCommon | 1,384 | $0.00 | $0.00 |
DisclosureSEC source: 0001629911-21-000004 · wf-form4_161229738548032.xml · nonDerivative · entry 1 Turner Michael L. · CIK 0001629911 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,990.357 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 649.3570 SHARES ACQUIRED THROUGH THE DIVIDEND REINVESTMENT PLAN. Read SEC document |
| January 31, 2020 Filed Feb 4, 2020 17:47 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | GrantRestricted Stock Units · Derivative | 1,309 | $0.00 | $0.00 |
DisclosureSEC source: 0001629911-20-000004 · wf-form4_158083844455750.xml · derivative · entry 2 Turner Michael L. · CIK 0001629911 · 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 17:19 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | GrantRestricted Stock Units · Derivative | 1,384 | $0.00 | $0.00 |
DisclosureSEC source: 0001629911-19-000004 · wf-form4_154904156700468.xml · derivative · entry 2 Turner Michael L. · CIK 0001629911 · 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 |
| January 31, 2018 Filed Feb 1, 2018 14:35 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | GrantCommon Stock (Restricted Shares Subject to Vesting) | 1,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001629911-18-000004 · wf-form4_151749570897286.xml · nonDerivative · entry 1 Turner Michael L. · CIK 0001629911 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,158.1114 F1 · balance_after: DOES INCLUDE 2,000 RESTRICTED SHARES SUBJECT TO VESTING. F2 · balance_after: DOES INCLUDE 201.1114 SHARES ACQUIRED ON OR AFTER AUGUST 15, 1996 THROUGH THE DIVIDEND REINVESTMENT PLAN. Read SEC document |
| June 13, 2017 Filed Jun 13, 2017 15:49 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | SaleCommon | 1,600 | $29.80 | $47,680.00 |
DisclosureSEC source: 0001629911-17-000009 · wf-form4_149736893281176.xml · nonDerivative · entry 2 Turner Michael L. · CIK 0001629911 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,094.1185 F1 · balance_after: DOES INCLUDE 2,000 RESTRICTED SHARES SUBJECT TO VESTING. F2 · balance_after: DOES INCLUDE 137.1185 SHARES ACQUIRED ON OR AFTER AUGUST 15, 1996 THROUGH THE DIVIDEND REINVESTMENT PLAN. Read SEC document |
| June 13, 2017 Filed Jun 13, 2017 15:49 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | SaleCommon | 400 | $29.81 | $11,922.00 |
DisclosureSEC source: 0001629911-17-000009 · wf-form4_149736893281176.xml · nonDerivative · entry 1 Turner Michael L. · CIK 0001629911 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,694.1185 F1 · balance_after: DOES INCLUDE 2,000 RESTRICTED SHARES SUBJECT TO VESTING. F2 · balance_after: DOES INCLUDE 137.1185 SHARES ACQUIRED ON OR AFTER AUGUST 15, 1996 THROUGH THE DIVIDEND REINVESTMENT PLAN. Read SEC document |
| March 29, 2017 Filed Mar 29, 2017 19:30 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | SaleCommon | 252 | $26.43 | $6,659.10 |
DisclosureSEC source: 0001629911-17-000007 · wf-form4_149081584318123.xml · nonDerivative · entry 7 Turner Michael L. · CIK 0001629911 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,070.5265 F1 · balance_after: DOES INCLUDE 2,000 RESTRICTED SHARES SUBJECT TO VESTING. F2 · balance_after: DOES INCLUDE 113.5265 SHARES ACQUIRED ON OR AFTER AUGUST 15, 1996 THROUGH THE DIVIDEND REINVESTMENT PLAN. Read SEC document |
| March 29, 2017 Filed Mar 29, 2017 19:30 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | SaleCommon | 5 | $26.40 | $132.00 |
DisclosureSEC source: 0001629911-17-000007 · wf-form4_149081584318123.xml · nonDerivative · entry 6 Turner Michael L. · CIK 0001629911 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,322.5265 F1 · balance_after: DOES INCLUDE 2,000 RESTRICTED SHARES SUBJECT TO VESTING. F2 · balance_after: DOES INCLUDE 113.5265 SHARES ACQUIRED ON OR AFTER AUGUST 15, 1996 THROUGH THE DIVIDEND REINVESTMENT PLAN. Read SEC document |
| March 29, 2017 Filed Mar 29, 2017 19:30 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | SaleCommon | 100 | $26.35 | $2,635.00 |
DisclosureSEC source: 0001629911-17-000007 · wf-form4_149081584318123.xml · nonDerivative · entry 5 Turner Michael L. · CIK 0001629911 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,327.5265 F1 · balance_after: DOES INCLUDE 2,000 RESTRICTED SHARES SUBJECT TO VESTING. F2 · balance_after: DOES INCLUDE 113.5265 SHARES ACQUIRED ON OR AFTER AUGUST 15, 1996 THROUGH THE DIVIDEND REINVESTMENT PLAN. Read SEC document |
| March 29, 2017 Filed Mar 29, 2017 19:30 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | SaleCommon | 333 | $26.30 | $8,757.90 |
DisclosureSEC source: 0001629911-17-000007 · wf-form4_149081584318123.xml · nonDerivative · entry 4 Turner Michael L. · CIK 0001629911 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,427.5265 F1 · balance_after: DOES INCLUDE 2,000 RESTRICTED SHARES SUBJECT TO VESTING. F2 · balance_after: DOES INCLUDE 113.5265 SHARES ACQUIRED ON OR AFTER AUGUST 15, 1996 THROUGH THE DIVIDEND REINVESTMENT PLAN. Read SEC document |
| March 29, 2017 Filed Mar 29, 2017 19:30 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | SaleCommon | 404 | $26.25 | $10,605.00 |
DisclosureSEC source: 0001629911-17-000007 · wf-form4_149081584318123.xml · nonDerivative · entry 3 Turner Michael L. · CIK 0001629911 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,760.5265 F1 · balance_after: DOES INCLUDE 2,000 RESTRICTED SHARES SUBJECT TO VESTING. F2 · balance_after: DOES INCLUDE 113.5265 SHARES ACQUIRED ON OR AFTER AUGUST 15, 1996 THROUGH THE DIVIDEND REINVESTMENT PLAN. Read SEC document |
| March 29, 2017 Filed Mar 29, 2017 19:30 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | SaleCommon | 1,806 | $26.21 | $47,326.23 |
DisclosureSEC source: 0001629911-17-000007 · wf-form4_149081584318123.xml · nonDerivative · entry 2 Turner Michael L. · CIK 0001629911 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,164.5265 F1 · balance_after: DOES INCLUDE 2,000 RESTRICTED SHARES SUBJECT TO VESTING. F2 · balance_after: DOES INCLUDE 113.5265 SHARES ACQUIRED ON OR AFTER AUGUST 15, 1996 THROUGH THE DIVIDEND REINVESTMENT PLAN. Read SEC document |
| March 29, 2017 Filed Mar 29, 2017 19:30 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | SaleCommon | 100 | $26.20 | $2,620.00 |
DisclosureSEC source: 0001629911-17-000007 · wf-form4_149081584318123.xml · nonDerivative · entry 1 Turner Michael L. · CIK 0001629911 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,970.5265 F1 · balance_after: DOES INCLUDE 2,000 RESTRICTED SHARES SUBJECT TO VESTING. F2 · balance_after: DOES INCLUDE 113.5265 SHARES ACQUIRED ON OR AFTER AUGUST 15, 1996 THROUGH THE DIVIDEND REINVESTMENT PLAN. Read SEC document |
| January 31, 2017 Filed Feb 6, 2017 19:39 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | GrantCommon Stock (Restricted Shares Subject to Vesting) | 1,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001629911-17-000004 · wf-form4_148640992825537.xml · nonDerivative · entry 1 Turner Michael L. · CIK 0001629911 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,070.5265 F1 · balance_after: DOES INCLUDE 2,000 RESTRICTED SHARES SUBJECT TO VESTING. F2 · balance_after: DOES INCLUDE 113.5265 SHARES ACQUIRED ON OR AFTER AUGUST 15, 1996 THROUGH THE DIVIDEND REINVESTMENT PLAN. Read SEC document |
| September 30, 2016 Filed Oct 3, 2016 16:08 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | SaleCommon | 89 | $23.48 | $2,089.72 |
DisclosureSEC source: 0001629911-16-000027 · wf-form4_147551088459412.xml · nonDerivative · entry 2 Turner Michael L. · CIK 0001629911 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,039.137 F1 · balance_after: DOES INCLUDE 2,000 RESTRICTED SHARES SUBJECT TO VESTING. F2 · balance_after: DOES INCLUDE 82.137 SHARES ACQUIRED ON OR AFTER AUGUST 15, 1996 THROUGH THE DIVIDEND REINVESTMENT PLAN. Read SEC document |
| September 30, 2016 Filed Oct 3, 2016 16:08 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | SaleCommon | 911 | $23.49 | $21,399.39 |
DisclosureSEC source: 0001629911-16-000027 · wf-form4_147551088459412.xml · nonDerivative · entry 1 Turner Michael L. · CIK 0001629911 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,128.137 F1 · balance_after: DOES INCLUDE 2,000 RESTRICTED SHARES SUBJECT TO VESTING. F2 · balance_after: DOES INCLUDE 82.137 SHARES ACQUIRED ON OR AFTER AUGUST 15, 1996 THROUGH THE DIVIDEND REINVESTMENT PLAN. Read SEC document |
| September 27, 2016 Filed Sep 27, 2016 21:13 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | SaleCommon | 1,000 | $23.26 | $23,260.10 |
DisclosureSEC source: 0001629911-16-000025 · wf-form4_147501077590007.xml · nonDerivative · entry 1 Turner Michael L. · CIK 0001629911 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,039.137 F1 · balance_after: DOES INCLUDE 2,000 RESTRICTED SHARES SUBJECT TO VESTING. F2 · balance_after: DOES INCLUDE 82.137 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.