Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| UNIVEST FINANCIAL CorpUVSP · Entity 4881 | Director · Chairman, President & CEO | June 08, 2026 | June 09, 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 June 08, 2026 · Filed June 09, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| CommonSEC Table I · non-derivative | Direct | 124,446.1043 |
Reported balance
After 2026-06-08 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-06-08 · Exercise / conversion · Acquired 13,933 · Balance 124,446.1043 F1: INCLUDES 10,090.1043 SHARES ACQUIRED THROUGH THE DIVIDEND REINVESTMENT PLAN. |
| CommonSEC Table I · non-derivative | Direct | 110,513.1043 |
Reported balance
After 2026-06-08 transaction · row 2
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 2 · 2026-06-08 · Sale · Disposed 13,933 · Balance 110,513.1043 F1: INCLUDES 10,090.1043 SHARES ACQUIRED THROUGH THE DIVIDEND REINVESTMENT PLAN. F2: THE PRICE REPORTED IN COLUMN 4 IS A WEIGHTED AVERAGE PRICE. THESE SHARES WERE SOLD IN MULTIPLE TRANSACTIONS AT PRICES RANGING FROM $40.675 TO $41.09, 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. |
| Stock Options (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $28.50 · Expires 2028-03-15 | Direct | 0 |
Reported balance
After 2026-06-08 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2026-06-08 · Exercise / conversion · Disposed 13,933 · Balance 0 F3: AT THE GRANT DATE, STOCK OPTIONS ARE EXERCISABLE AT 33.3% PER YEAR FOR THREE YEARS COMMENCING WITH THE EXERCISABLE DATE INDICATED. |
| CommonSEC Table I · non-derivative | IndirectChild | 101.2362 |
Reported balance
Holding disclosure · report date 2026-06-08 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 101.2362 |
Filing footnotes · ownership attribution and instrument terms
F1: INCLUDES 10,090.1043 SHARES ACQUIRED THROUGH THE DIVIDEND REINVESTMENT PLAN.
F2: THE PRICE REPORTED IN COLUMN 4 IS A WEIGHTED AVERAGE PRICE. THESE SHARES WERE SOLD IN MULTIPLE TRANSACTIONS AT PRICES RANGING FROM $40.675 TO $41.09, 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.
F3: AT THE GRANT DATE, STOCK OPTIONS ARE EXERCISABLE AT 33.3% PER YEAR FOR THREE YEARS COMMENCING WITH THE EXERCISABLE DATE INDICATED.
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 26, 2024 Filed Aug 28, 2024 18:07 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | Exercise / conversionStock Options (Right to Buy) · Derivative | 2,773 | $0.00 Strike: $19.68 | $0.00 |
DisclosureSEC source: 0001415199-24-000010 · wk-form4_1724868446.xml · derivative · entry 4 SCHWEITZER JEFFREY M · CIK 0001415199 · Director · Chairman, President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,849 Underlying: Common · 2,773 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. F3 · derivative.exercise_date: AT THE GRANT DATE, STOCK OPTIONS ARE EXERCISABLE AT 33.3% PER YEAR FOR THREE YEARS COMMENCING WITH THE EXERCISABLE DATE INDICATED. Read SEC document |
| August 26, 2024 Filed Aug 28, 2024 18:07 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | SaleCommon | 515 | $28.57 | $14,715.46 |
DisclosureSEC source: 0001415199-24-000010 · wk-form4_1724868446.xml · nonDerivative · entry 3 SCHWEITZER JEFFREY M · CIK 0001415199 · Director · Chairman, President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 90,187.1043 F1 · balance_after: INCLUDES 10,090.1043 SHARES ACQUIRED THROUGH THE DIVIDEND REINVESTMENT PLAN. F2 · balance_after: THE PRICE REPORTED IN COLUMN 4 IS A WEIGHTED AVERAGE PRICE. THESE SHARES WERE SOLD IN MULTIPLE TRANSACTIONS AT PRICES RANGING FROM $28.52 TO $28.61, 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. Read SEC document |
| August 26, 2024 Filed Aug 28, 2024 18:07 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | SaleCommon | 2,258 | $28.56 | $64,488.48 |
DisclosureSEC source: 0001415199-24-000010 · wk-form4_1724868446.xml · nonDerivative · entry 2 SCHWEITZER JEFFREY M · CIK 0001415199 · Director · Chairman, President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 90,702.1043 F1 · balance_after: INCLUDES 10,090.1043 SHARES ACQUIRED THROUGH THE DIVIDEND REINVESTMENT PLAN. Read SEC document |
| August 26, 2024 Filed Aug 28, 2024 18:07 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | Exercise / conversionCommon | 2,773 | $19.68 | $54,572.64 |
DisclosureSEC source: 0001415199-24-000010 · wk-form4_1724868446.xml · nonDerivative · entry 1 SCHWEITZER JEFFREY M · CIK 0001415199 · Director · Chairman, President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 92,960.1043 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: INCLUDES 10,090.1043 SHARES ACQUIRED THROUGH THE DIVIDEND REINVESTMENT PLAN. Read SEC document |
| May 09, 2024 Filed May 13, 2024 12:57 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | Exercise / conversionNon Qualified Stock Options (Right to Buy) · Derivative | 3,412 | $0.00 Strike: $18.52 | $0.00 |
DisclosureSEC source: 0001415199-24-000008 · wk-form4_1715605051.xml · derivative · entry 5 SCHWEITZER JEFFREY M · CIK 0001415199 · Director · Chairman, President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common · 3,412 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. F3 · derivative.exercise_date: AT THE GRANT DATE, STOCK OPTIONS ARE EXERCISABLE AT 33.3% PER YEAR FOR THREE YEARS COMMENCING WITH THE EXERCISABLE DATE INDICATED. Read SEC document |
| May 09, 2024 Filed May 13, 2024 12:57 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | Exercise / conversionIncentive Stock Options (Right to Buy) · Derivative | 5,588 | $0.00 Strike: $18.52 | $0.00 |
DisclosureSEC source: 0001415199-24-000008 · wk-form4_1715605051.xml · derivative · entry 4 SCHWEITZER JEFFREY M · CIK 0001415199 · Director · Chairman, President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common · 5,588 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. F3 · derivative.exercise_date: AT THE GRANT DATE, STOCK OPTIONS ARE EXERCISABLE AT 33.3% PER YEAR FOR THREE YEARS COMMENCING WITH THE EXERCISABLE DATE INDICATED. Read SEC document |
| May 09, 2024 Filed May 13, 2024 12:57 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | SaleCommon | 9,000 | $22.55 | $202,967.10 |
DisclosureSEC source: 0001415199-24-000008 · wk-form4_1715605051.xml · nonDerivative · entry 3 SCHWEITZER JEFFREY M · CIK 0001415199 · Director · Chairman, President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 90,187.1043 F1 · balance_after: INCLUDES 10,090.1043 SHARES ACQUIRED THROUGH THE DIVIDEND REINVESTMENT PLAN. F2 · balance_after: THE PRICE REPORTED IN COLUMN 4 IS A WEIGHTED AVERAGE PRICE. THESE SHARES WERE SOLD IN MULTIPLE TRANSACTIONS AT PRICES RANGING FROM $22.50 TO $22.62, 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. Read SEC document |
| May 09, 2024 Filed May 13, 2024 12:57 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | Exercise / conversionCommon | 3,412 | $18.52 | $63,190.24 |
DisclosureSEC source: 0001415199-24-000008 · wk-form4_1715605051.xml · nonDerivative · entry 2 SCHWEITZER JEFFREY M · CIK 0001415199 · Director · Chairman, President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 99,187.1043 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: INCLUDES 10,090.1043 SHARES ACQUIRED THROUGH THE DIVIDEND REINVESTMENT PLAN. Read SEC document |
| May 09, 2024 Filed May 13, 2024 12:57 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | Exercise / conversionCommon | 5,588 | $18.52 | $103,489.76 |
DisclosureSEC source: 0001415199-24-000008 · wk-form4_1715605051.xml · nonDerivative · entry 1 SCHWEITZER JEFFREY M · CIK 0001415199 · Director · Chairman, President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 95,775.1043 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: INCLUDES 10,090.1043 SHARES ACQUIRED THROUGH THE DIVIDEND REINVESTMENT PLAN. Read SEC document |
| March 15, 2024 Filed Mar 19, 2024 18:58 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | GrantPerformance Restricted Stock Units · Derivative | 18,748 | $0.00 | $0.00 |
DisclosureSEC source: 0001415199-24-000006 · wk-form4_1710874698.xml · derivative · entry 12 SCHWEITZER JEFFREY M · CIK 0001415199 · Director · Chairman, President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 18,748 Underlying: Common · 18,748 shares Expires 2027-03-15 F6 · derivative.exercise_price: EACH RESTRICTED STOCK UNIT REPRESENTS A CONTINGENT RIGHT TO RECEIVE ONE SHARE OF COMMON STOCK UPON VESTING OF THE UNIT. F7 · derivative.exercise_date: THE PERFORMANCE-BASED RESTRICTED STOCK UNITS VEST ON THE THIRD ANNIVERSARY OF THE DATE OF THE GRANT AT WHICH POINT THE ACTUAL NUMBER OF SHARES TO BE AWARDED WILL BE DETERMINED BASED ON THE PERFORMANCE OF THE COMPANY DURING THE THREE YEAR PERIOD. THE RECIPIENT MAY RECEIVE UP TO 150% OF THE REPORTED RESTRICTED STOCK UNITS. F7 · derivative.expiration_date: THE PERFORMANCE-BASED RESTRICTED STOCK UNITS VEST ON THE THIRD ANNIVERSARY OF THE DATE OF THE GRANT AT WHICH POINT THE ACTUAL NUMBER OF SHARES TO BE AWARDED WILL BE DETERMINED BASED ON THE PERFORMANCE OF THE COMPANY DURING THE THREE YEAR PERIOD. THE RECIPIENT MAY RECEIVE UP TO 150% OF THE REPORTED RESTRICTED STOCK UNITS. Read SEC document |
| March 15, 2024 Filed Mar 19, 2024 18:58 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | GrantRestricted Stock Units · Derivative | 8,037 | $0.00 | $0.00 |
DisclosureSEC source: 0001415199-24-000006 · wk-form4_1710874698.xml · derivative · entry 11 SCHWEITZER JEFFREY M · CIK 0001415199 · Director · Chairman, President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,037 Underlying: Common · 8,037 shares Expires 2027-03-15 F6 · derivative.exercise_price: EACH RESTRICTED STOCK UNIT REPRESENTS A CONTINGENT RIGHT TO RECEIVE ONE SHARE OF COMMON STOCK UPON VESTING OF THE UNIT. F5 · derivative.exercise_date: RESTRICTED STOCK UNITS VEST AT 33.33% PER YEAR FOR THREE YEARS COMMENCING WITH THE EXERCISABLE DATE INDICATED ASSUMING CONTINUED EMPLOYMENT THROUGH THE VESTING DATE. F5 · derivative.expiration_date: RESTRICTED STOCK UNITS VEST AT 33.33% PER YEAR FOR THREE YEARS COMMENCING WITH THE EXERCISABLE DATE INDICATED ASSUMING CONTINUED EMPLOYMENT THROUGH THE VESTING DATE. Read SEC document |
| March 15, 2024 Filed Mar 19, 2024 18:58 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | Exercise / conversionPerformance Restricted Stock Units · Derivative | 10,344 | $0.00 | $0.00 |
DisclosureSEC source: 0001415199-24-000006 · wk-form4_1710874698.xml · derivative · entry 10 SCHWEITZER JEFFREY M · CIK 0001415199 · Director · Chairman, President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common · 10,344 shares Expires 2024-03-15 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. F3 · derivative.exercise_price: REPRESENTS THE SETTLEMENT OF ONE SHARE OF COMMON STOCK UPON VESTING OF THE CORRESPONDING NUMBER OF PERFORMANCE-BASED RESTRICTED STOCK UNITS. Read SEC document |
| March 15, 2024 Filed Mar 19, 2024 18:58 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | Exercise / conversionRestricted Stock Units · Derivative | 2,106 | $0.00 | $0.00 |
DisclosureSEC source: 0001415199-24-000006 · wk-form4_1710874698.xml · derivative · entry 9 SCHWEITZER JEFFREY M · CIK 0001415199 · Director · Chairman, President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,212 Underlying: Common · 2,106 shares Expires 2026-03-15 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. F5 · derivative.exercise_date: RESTRICTED STOCK UNITS VEST AT 33.33% PER YEAR FOR THREE YEARS COMMENCING WITH THE EXERCISABLE DATE INDICATED ASSUMING CONTINUED EMPLOYMENT THROUGH THE VESTING DATE. F5 · derivative.expiration_date: RESTRICTED STOCK UNITS VEST AT 33.33% PER YEAR FOR THREE YEARS COMMENCING WITH THE EXERCISABLE DATE INDICATED ASSUMING CONTINUED EMPLOYMENT THROUGH THE VESTING DATE. Read SEC document |
| March 15, 2024 Filed Mar 19, 2024 18:58 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | Exercise / conversionRestricted Stock Units · Derivative | 1,649 | $0.00 | $0.00 |
DisclosureSEC source: 0001415199-24-000006 · wk-form4_1710874698.xml · derivative · entry 8 SCHWEITZER JEFFREY M · CIK 0001415199 · Director · Chairman, President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,649 Underlying: Common · 1,649 shares Expires 2025-03-15 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. F5 · derivative.exercise_date: RESTRICTED STOCK UNITS VEST AT 33.33% PER YEAR FOR THREE YEARS COMMENCING WITH THE EXERCISABLE DATE INDICATED ASSUMING CONTINUED EMPLOYMENT THROUGH THE VESTING DATE. F5 · derivative.expiration_date: RESTRICTED STOCK UNITS VEST AT 33.33% PER YEAR FOR THREE YEARS COMMENCING WITH THE EXERCISABLE DATE INDICATED ASSUMING CONTINUED EMPLOYMENT THROUGH THE VESTING DATE. Read SEC document |
| March 15, 2024 Filed Mar 19, 2024 18:58 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | Exercise / conversionRestricted Stock Units · Derivative | 1,478 | $0.00 | $0.00 |
DisclosureSEC source: 0001415199-24-000006 · wk-form4_1710874698.xml · derivative · entry 7 SCHWEITZER JEFFREY M · CIK 0001415199 · Director · Chairman, President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common · 1,478 shares Expires 2024-03-15 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. Read SEC document |
| March 15, 2024 Filed Mar 19, 2024 18:58 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | Tax withholdingCommon | 5,157 | $19.56 | $100,870.92 |
DisclosureSEC source: 0001415199-24-000006 · wk-form4_1710874698.xml · nonDerivative · entry 6 SCHWEITZER JEFFREY M · CIK 0001415199 · Director · Chairman, President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 90,187.1043 F2 · balance_after: INCLUDES 10,090.1043 SHARES ACQUIRED THROUGH THE DIVIDEND REINVESTMENT PLAN. Read SEC document |
| March 15, 2024 Filed Mar 19, 2024 18:58 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | OtherCommon | 2,115 | $0.00 | $0.00 |
DisclosureSEC source: 0001415199-24-000006 · wk-form4_1710874698.xml · nonDerivative · entry 5 SCHWEITZER JEFFREY M · CIK 0001415199 · Director · Chairman, President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 95,344.1043 F4 · shares: ADDITIONAL SHARES AWARDED DUE TO EVALUATION OF PERFORMANCE FACTORS AFTER MEASUREMENT PERIOD. F2 · balance_after: INCLUDES 10,090.1043 SHARES ACQUIRED THROUGH THE DIVIDEND REINVESTMENT PLAN. Read SEC document |
| March 15, 2024 Filed Mar 19, 2024 18:58 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | Exercise / conversionCommon | 10,344 | $0.00 | $0.00 |
DisclosureSEC source: 0001415199-24-000006 · wk-form4_1710874698.xml · nonDerivative · entry 4 SCHWEITZER JEFFREY M · CIK 0001415199 · Director · Chairman, President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 93,229.1043 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. F2 · balance_after: INCLUDES 10,090.1043 SHARES ACQUIRED THROUGH THE DIVIDEND REINVESTMENT PLAN. F3 · balance_after: REPRESENTS THE SETTLEMENT OF ONE SHARE OF COMMON STOCK UPON VESTING OF THE CORRESPONDING NUMBER OF PERFORMANCE-BASED RESTRICTED STOCK UNITS. Read SEC document |
| March 15, 2024 Filed Mar 19, 2024 18:58 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | Exercise / conversionCommon | 2,106 | $0.00 | $0.00 |
DisclosureSEC source: 0001415199-24-000006 · wk-form4_1710874698.xml · nonDerivative · entry 3 SCHWEITZER JEFFREY M · CIK 0001415199 · Director · Chairman, President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 82,885.1043 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: REPRESENTS THE SETTLEMENT OF ONE SHARE OF COMMON STOCK UPON VESTING OF THE CORRESPONDING NUMBER OF RESTRICTED STOCK UNITS. F2 · balance_after: INCLUDES 10,090.1043 SHARES ACQUIRED THROUGH THE DIVIDEND REINVESTMENT PLAN. Read SEC document |
| March 15, 2024 Filed Mar 19, 2024 18:58 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | Exercise / conversionCommon | 1,649 | $0.00 | $0.00 |
DisclosureSEC source: 0001415199-24-000006 · wk-form4_1710874698.xml · nonDerivative · entry 2 SCHWEITZER JEFFREY M · CIK 0001415199 · Director · Chairman, President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 80,779.1043 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: REPRESENTS THE SETTLEMENT OF ONE SHARE OF COMMON STOCK UPON VESTING OF THE CORRESPONDING NUMBER OF RESTRICTED STOCK UNITS. F2 · balance_after: INCLUDES 10,090.1043 SHARES ACQUIRED THROUGH THE DIVIDEND REINVESTMENT PLAN. Read SEC document |
| March 15, 2024 Filed Mar 19, 2024 18:58 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | Exercise / conversionCommon | 1,478 | $0.00 | $0.00 |
DisclosureSEC source: 0001415199-24-000006 · wk-form4_1710874698.xml · nonDerivative · entry 1 SCHWEITZER JEFFREY M · CIK 0001415199 · Director · Chairman, President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 79,130.1043 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: REPRESENTS THE SETTLEMENT OF ONE SHARE OF COMMON STOCK UPON VESTING OF THE CORRESPONDING NUMBER OF RESTRICTED STOCK UNITS. F2 · balance_after: INCLUDES 10,090.1043 SHARES ACQUIRED THROUGH THE DIVIDEND REINVESTMENT PLAN. Read SEC document |
| January 30, 2024 Filed Feb 1, 2024 18:57 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | Exercise / conversionStock Options (Right to Buy) · Derivative | 955 | $0.00 Strike: $18.78 | $0.00 |
DisclosureSEC source: 0001415199-24-000004 · wk-form4_1706813814.xml · derivative · entry 3 SCHWEITZER JEFFREY M · CIK 0001415199 · Director · Chairman, President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common · 955 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. F2 · derivative.exercise_date: AT THE GRANT DATE, STOCK OPTIONS ARE EXERCISABLE AT 33.3% PER YEAR FOR THREE YEARS COMMENCING WITH THE EXERCISABLE DATE INDICATED. Read SEC document |
| January 30, 2024 Filed Feb 1, 2024 18:57 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | SaleCommon | 955 | $22.05 | $21,052.98 |
DisclosureSEC source: 0001415199-24-000004 · wk-form4_1706813814.xml · nonDerivative · entry 2 SCHWEITZER JEFFREY M · CIK 0001415199 · Director · Chairman, President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 77,652.1043 F1 · balance_after: INCLUDES 10,090.1043 SHARES ACQUIRED THROUGH THE DIVIDEND REINVESTMENT PLAN AND EMPLOYEE STOCK PURCHASE PLAN. Read SEC document |
| January 30, 2024 Filed Feb 1, 2024 18:57 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | Exercise / conversionCommon | 955 | $18.75 | $17,906.25 |
DisclosureSEC source: 0001415199-24-000004 · wk-form4_1706813814.xml · nonDerivative · entry 1 SCHWEITZER JEFFREY M · CIK 0001415199 · Director · Chairman, President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 78,607.1043 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: INCLUDES 10,090.1043 SHARES ACQUIRED THROUGH THE DIVIDEND REINVESTMENT PLAN AND EMPLOYEE STOCK PURCHASE PLAN. Read SEC document |
| November 28, 2023 Filed Nov 29, 2023 21:13 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | SaleCommon | 0.7014 | $18.46 | $12.95 |
DisclosureSEC source: 0001415199-23-000008 · wk-form4_1701292370.xml · nonDerivative · entry 1 SCHWEITZER JEFFREY M · CIK 0001415199 · Director · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 77,652.1043 F1 · balance_after: INCLUDES 10,090.1043 SHARES ACQUIRED THROUGH THE DIVIDEND REINVESTMENT PLAN. Read SEC document |
| March 15, 2023 Filed Mar 17, 2023 14:03 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | GrantPerformance Restricted Stock Units · Derivative | 14,740 | $0.00 | $0.00 |
DisclosureSEC source: 0001415199-23-000004 · wf-form4_167906179287143.xml · derivative · entry 12 SCHWEITZER JEFFREY M · CIK 0001415199 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,740 Underlying: Common · 14,740 shares Expires 2026-03-15 F6 · derivative.exercise_price: EACH RESTRICTED STOCK UNIT REPRESENTS A CONTINGENT RIGHT TO RECEIVE ONE SHARE OF COMMON STOCK UPON VESTING OF THE UNIT. F7 · derivative.exercise_date: THE PERFORMANCE-BASED RESTRICTED STOCK UNITS VEST ON THE THIRD ANNIVERSARY OF THE DATE OF THE GRANT AT WHICH POINT THE ACTUAL NUMBER OF SHARES TO BE AWARDED WILL BE DETERMINED BASED ON THE PERFORMANCE OF THE COMPANY DURING THE THREE YEAR PERIOD. THE RECIPIENT MAY RECEIVE UP TO 150% OF THE REPORTED RESTRICTED STOCK UNITS. F7 · derivative.expiration_date: THE PERFORMANCE-BASED RESTRICTED STOCK UNITS VEST ON THE THIRD ANNIVERSARY OF THE DATE OF THE GRANT AT WHICH POINT THE ACTUAL NUMBER OF SHARES TO BE AWARDED WILL BE DETERMINED BASED ON THE PERFORMANCE OF THE COMPANY DURING THE THREE YEAR PERIOD. THE RECIPIENT MAY RECEIVE UP TO 150% OF THE REPORTED RESTRICTED STOCK UNITS. Read SEC document |
| March 15, 2023 Filed Mar 17, 2023 14:03 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | GrantRestricted Stock Units · Derivative | 6,318 | $0.00 | $0.00 |
DisclosureSEC source: 0001415199-23-000004 · wf-form4_167906179287143.xml · derivative · entry 11 SCHWEITZER JEFFREY M · CIK 0001415199 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,318 Underlying: Common · 6,318 shares Expires 2026-03-15 F6 · derivative.exercise_price: EACH RESTRICTED STOCK UNIT REPRESENTS A CONTINGENT RIGHT TO RECEIVE ONE SHARE OF COMMON STOCK UPON VESTING OF THE UNIT. F5 · derivative.exercise_date: RESTRICTED STOCK UNITS VEST AT 33.33% PER YEAR FOR THREE YEARS COMMENCING WITH THE EXERCISABLE DATE INDICATED ASSUMING CONTINUED EMPLOYMENT THROUGH THE VESTING DATE. F5 · derivative.expiration_date: RESTRICTED STOCK UNITS VEST AT 33.33% PER YEAR FOR THREE YEARS COMMENCING WITH THE EXERCISABLE DATE INDICATED ASSUMING CONTINUED EMPLOYMENT THROUGH THE VESTING DATE. Read SEC document |
| March 15, 2023 Filed Mar 17, 2023 14:03 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | Exercise / conversionPerformance Restricted Stock Units · Derivative | 14,161 | $0.00 | $0.00 |
DisclosureSEC source: 0001415199-23-000004 · wf-form4_167906179287143.xml · derivative · entry 10 SCHWEITZER JEFFREY M · CIK 0001415199 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common · 14,161 shares Expires 2023-03-15 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. F3 · derivative.exercise_price: REPRESENTS THE SETTLEMENT OF ONE SHARE OF COMMON STOCK UPON VESTING OF THE CORRESPONDING NUMBER OF PERFORMANCE-BASED RESTRICTED STOCK UNITS. Read SEC document |
| March 15, 2023 Filed Mar 17, 2023 14:03 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | Exercise / conversionRestricted Stock Units · Derivative | 1,649 | $0.00 | $0.00 |
DisclosureSEC source: 0001415199-23-000004 · wf-form4_167906179287143.xml · derivative · entry 9 SCHWEITZER JEFFREY M · CIK 0001415199 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,298 Underlying: Common · 1,649 shares Expires 2025-03-15 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. F5 · derivative.exercise_date: RESTRICTED STOCK UNITS VEST AT 33.33% PER YEAR FOR THREE YEARS COMMENCING WITH THE EXERCISABLE DATE INDICATED ASSUMING CONTINUED EMPLOYMENT THROUGH THE VESTING DATE. F5 · derivative.expiration_date: RESTRICTED STOCK UNITS VEST AT 33.33% PER YEAR FOR THREE YEARS COMMENCING WITH THE EXERCISABLE DATE INDICATED ASSUMING CONTINUED EMPLOYMENT THROUGH THE VESTING DATE. Read SEC document |
| March 15, 2023 Filed Mar 17, 2023 14:03 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | Exercise / conversionRestricted Stock Units · Derivative | 1,478 | $0.00 | $0.00 |
DisclosureSEC source: 0001415199-23-000004 · wf-form4_167906179287143.xml · derivative · entry 8 SCHWEITZER JEFFREY M · CIK 0001415199 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,478 Underlying: Common · 1,478 shares Expires 2024-03-15 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. F5 · derivative.exercise_date: RESTRICTED STOCK UNITS VEST AT 33.33% PER YEAR FOR THREE YEARS COMMENCING WITH THE EXERCISABLE DATE INDICATED ASSUMING CONTINUED EMPLOYMENT THROUGH THE VESTING DATE. F5 · derivative.expiration_date: RESTRICTED STOCK UNITS VEST AT 33.33% PER YEAR FOR THREE YEARS COMMENCING WITH THE EXERCISABLE DATE INDICATED ASSUMING CONTINUED EMPLOYMENT THROUGH THE VESTING DATE. Read SEC document |
| March 15, 2023 Filed Mar 17, 2023 14:03 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | Exercise / conversionRestricted Stock Units · Derivative | 2,023 | $0.00 | $0.00 |
DisclosureSEC source: 0001415199-23-000004 · wf-form4_167906179287143.xml · derivative · entry 7 SCHWEITZER JEFFREY M · CIK 0001415199 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common · 2,023 shares Expires 2023-03-15 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. Read SEC document |
| March 15, 2023 Filed Mar 17, 2023 14:03 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | Tax withholdingCommon | 6,378 | $24.88 | $158,684.64 |
DisclosureSEC source: 0001415199-23-000004 · wf-form4_167906179287143.xml · nonDerivative · entry 6 SCHWEITZER JEFFREY M · CIK 0001415199 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 77,034.3955 F2 · balance_after: INCLUDES 18,572.3955 SHARES ACQUIRED THROUGH THE DIVIDEND REINVESTMENT PLAN AND EMPLOYEE STOCK PURCHASE PLAN. Read SEC document |
| March 15, 2023 Filed Mar 17, 2023 14:03 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | OtherCommon | 142 | $0.00 | $0.00 |
DisclosureSEC source: 0001415199-23-000004 · wf-form4_167906179287143.xml · nonDerivative · entry 5 SCHWEITZER JEFFREY M · CIK 0001415199 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 83,412.3955 F4 · shares: ADDITIONAL SHARES AWARDED DUE TO EVALUATION OF PERFORMANCE FACTORS AFTER MEASUREMENT PERIOD. F2 · balance_after: INCLUDES 18,572.3955 SHARES ACQUIRED THROUGH THE DIVIDEND REINVESTMENT PLAN AND EMPLOYEE STOCK PURCHASE PLAN. Read SEC document |
| March 15, 2023 Filed Mar 17, 2023 14:03 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | Exercise / conversionCommon | 14,161 | $0.00 | $0.00 |
DisclosureSEC source: 0001415199-23-000004 · wf-form4_167906179287143.xml · nonDerivative · entry 4 SCHWEITZER JEFFREY M · CIK 0001415199 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 83,270.3955 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. F2 · balance_after: INCLUDES 18,572.3955 SHARES ACQUIRED THROUGH THE DIVIDEND REINVESTMENT PLAN AND EMPLOYEE STOCK PURCHASE PLAN. F3 · balance_after: REPRESENTS THE SETTLEMENT OF ONE SHARE OF COMMON STOCK UPON VESTING OF THE CORRESPONDING NUMBER OF PERFORMANCE-BASED RESTRICTED STOCK UNITS. Read SEC document |
| March 15, 2023 Filed Mar 17, 2023 14:03 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | Exercise / conversionCommon | 1,649 | $0.00 | $0.00 |
DisclosureSEC source: 0001415199-23-000004 · wf-form4_167906179287143.xml · nonDerivative · entry 3 SCHWEITZER JEFFREY M · CIK 0001415199 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 69,109.3955 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: REPRESENTS THE SETTLEMENT OF ONE SHARE OF COMMON STOCK UPON VESTING OF THE CORRESPONDING NUMBER OF RESTRICTED STOCK UNITS. F2 · balance_after: INCLUDES 18,572.3955 SHARES ACQUIRED THROUGH THE DIVIDEND REINVESTMENT PLAN AND EMPLOYEE STOCK PURCHASE PLAN. Read SEC document |
| March 15, 2023 Filed Mar 17, 2023 14:03 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | Exercise / conversionCommon | 1,478 | $0.00 | $0.00 |
DisclosureSEC source: 0001415199-23-000004 · wf-form4_167906179287143.xml · nonDerivative · entry 2 SCHWEITZER JEFFREY M · CIK 0001415199 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 67,460.3955 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: REPRESENTS THE SETTLEMENT OF ONE SHARE OF COMMON STOCK UPON VESTING OF THE CORRESPONDING NUMBER OF RESTRICTED STOCK UNITS. F2 · balance_after: INCLUDES 18,572.3955 SHARES ACQUIRED THROUGH THE DIVIDEND REINVESTMENT PLAN AND EMPLOYEE STOCK PURCHASE PLAN. Read SEC document |
| March 15, 2023 Filed Mar 17, 2023 14:03 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | Exercise / conversionCommon | 2,023 | $0.00 | $0.00 |
DisclosureSEC source: 0001415199-23-000004 · wf-form4_167906179287143.xml · nonDerivative · entry 1 SCHWEITZER JEFFREY M · CIK 0001415199 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 65,982.3955 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: REPRESENTS THE SETTLEMENT OF ONE SHARE OF COMMON STOCK UPON VESTING OF THE CORRESPONDING NUMBER OF RESTRICTED STOCK UNITS. F2 · balance_after: INCLUDES 18,572.3955 SHARES ACQUIRED THROUGH THE DIVIDEND REINVESTMENT PLAN AND EMPLOYEE STOCK PURCHASE PLAN. Read SEC document |
| March 15, 2023 Filed Mar 29, 2023 19:05 UTC Amendment | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | GrantPerformance Restricted Stock Units · Derivative | 14,740 | $0.00 | $0.00 |
DisclosureSEC source: 0001415199-23-000006 · wf-form4a_168011670330518.xml · derivative · entry 12 SCHWEITZER JEFFREY M · CIK 0001415199 · Director · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 14,740 Underlying: Common · 14,740 shares Expires 2026-03-15 F6 · derivative.exercise_price: EACH RESTRICTED STOCK UNIT REPRESENTS A CONTINGENT RIGHT TO RECEIVE ONE SHARE OF COMMON STOCK UPON VESTING OF THE UNIT. F7 · derivative.exercise_date: THE PERFORMANCE-BASED RESTRICTED STOCK UNITS VEST ON THE THIRD ANNIVERSARY OF THE DATE OF THE GRANT AT WHICH POINT THE ACTUAL NUMBER OF SHARES TO BE AWARDED WILL BE DETERMINED BASED ON THE PERFORMANCE OF THE COMPANY DURING THE THREE YEAR PERIOD. THE RECIPIENT MAY RECEIVE UP TO 150% OF THE REPORTED RESTRICTED STOCK UNITS. F7 · derivative.expiration_date: THE PERFORMANCE-BASED RESTRICTED STOCK UNITS VEST ON THE THIRD ANNIVERSARY OF THE DATE OF THE GRANT AT WHICH POINT THE ACTUAL NUMBER OF SHARES TO BE AWARDED WILL BE DETERMINED BASED ON THE PERFORMANCE OF THE COMPANY DURING THE THREE YEAR PERIOD. THE RECIPIENT MAY RECEIVE UP TO 150% OF THE REPORTED RESTRICTED STOCK UNITS. Read SEC document |
| March 15, 2023 Filed Mar 29, 2023 19:05 UTC Amendment | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | GrantRestricted Stock Units · Derivative | 6,318 | $0.00 | $0.00 |
DisclosureSEC source: 0001415199-23-000006 · wf-form4a_168011670330518.xml · derivative · entry 11 SCHWEITZER JEFFREY M · CIK 0001415199 · Director · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,318 Underlying: Common · 6,318 shares Expires 2026-03-15 F6 · derivative.exercise_price: EACH RESTRICTED STOCK UNIT REPRESENTS A CONTINGENT RIGHT TO RECEIVE ONE SHARE OF COMMON STOCK UPON VESTING OF THE UNIT. F5 · derivative.exercise_date: RESTRICTED STOCK UNITS VEST AT 33.33% PER YEAR FOR THREE YEARS COMMENCING WITH THE EXERCISABLE DATE INDICATED ASSUMING CONTINUED EMPLOYMENT THROUGH THE VESTING DATE. F5 · derivative.expiration_date: RESTRICTED STOCK UNITS VEST AT 33.33% PER YEAR FOR THREE YEARS COMMENCING WITH THE EXERCISABLE DATE INDICATED ASSUMING CONTINUED EMPLOYMENT THROUGH THE VESTING DATE. Read SEC document |
| March 15, 2023 Filed Mar 29, 2023 19:05 UTC Amendment | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | Exercise / conversionPerformance Restricted Stock Units · Derivative | 14,161 | $0.00 | $0.00 |
DisclosureSEC source: 0001415199-23-000006 · wf-form4a_168011670330518.xml · derivative · entry 10 SCHWEITZER JEFFREY M · CIK 0001415199 · Director · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common · 14,161 shares Expires 2023-03-15 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. F3 · derivative.exercise_price: REPRESENTS THE SETTLEMENT OF ONE SHARE OF COMMON STOCK UPON VESTING OF THE CORRESPONDING NUMBER OF PERFORMANCE-BASED RESTRICTED STOCK UNITS. Read SEC document |
| March 15, 2023 Filed Mar 29, 2023 19:05 UTC Amendment | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | Exercise / conversionRestricted Stock Units · Derivative | 1,649 | $0.00 | $0.00 |
DisclosureSEC source: 0001415199-23-000006 · wf-form4a_168011670330518.xml · derivative · entry 9 SCHWEITZER JEFFREY M · CIK 0001415199 · Director · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,298 Underlying: Common · 1,649 shares Expires 2025-03-15 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. F5 · derivative.exercise_date: RESTRICTED STOCK UNITS VEST AT 33.33% PER YEAR FOR THREE YEARS COMMENCING WITH THE EXERCISABLE DATE INDICATED ASSUMING CONTINUED EMPLOYMENT THROUGH THE VESTING DATE. F5 · derivative.expiration_date: RESTRICTED STOCK UNITS VEST AT 33.33% PER YEAR FOR THREE YEARS COMMENCING WITH THE EXERCISABLE DATE INDICATED ASSUMING CONTINUED EMPLOYMENT THROUGH THE VESTING DATE. Read SEC document |
| March 15, 2023 Filed Mar 29, 2023 19:05 UTC Amendment | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | Exercise / conversionRestricted Stock Units · Derivative | 1,478 | $0.00 | $0.00 |
DisclosureSEC source: 0001415199-23-000006 · wf-form4a_168011670330518.xml · derivative · entry 8 SCHWEITZER JEFFREY M · CIK 0001415199 · Director · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,478 Underlying: Common · 1,478 shares Expires 2024-03-15 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. F5 · derivative.exercise_date: RESTRICTED STOCK UNITS VEST AT 33.33% PER YEAR FOR THREE YEARS COMMENCING WITH THE EXERCISABLE DATE INDICATED ASSUMING CONTINUED EMPLOYMENT THROUGH THE VESTING DATE. F5 · derivative.expiration_date: RESTRICTED STOCK UNITS VEST AT 33.33% PER YEAR FOR THREE YEARS COMMENCING WITH THE EXERCISABLE DATE INDICATED ASSUMING CONTINUED EMPLOYMENT THROUGH THE VESTING DATE. Read SEC document |
| March 15, 2023 Filed Mar 29, 2023 19:05 UTC Amendment | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | Exercise / conversionRestricted Stock Units · Derivative | 2,023 | $0.00 | $0.00 |
DisclosureSEC source: 0001415199-23-000006 · wf-form4a_168011670330518.xml · derivative · entry 7 SCHWEITZER JEFFREY M · CIK 0001415199 · Director · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common · 2,023 shares Expires 2023-03-15 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. Read SEC document |
| March 15, 2023 Filed Mar 29, 2023 19:05 UTC Amendment | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | Tax withholdingCommon | 7,150 | $24.88 | $177,892.00 |
DisclosureSEC source: 0001415199-23-000006 · wf-form4a_168011670330518.xml · nonDerivative · entry 6 SCHWEITZER JEFFREY M · CIK 0001415199 · Director · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 76,262.3955 F2 · balance_after: INCLUDES 18,572.3955 SHARES ACQUIRED THROUGH THE DIVIDEND REINVESTMENT PLAN AND EMPLOYEE STOCK PURCHASE PLAN. Read SEC document |
| March 15, 2023 Filed Mar 29, 2023 19:05 UTC Amendment | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | OtherCommon | 142 | $0.00 | $0.00 |
DisclosureSEC source: 0001415199-23-000006 · wf-form4a_168011670330518.xml · nonDerivative · entry 5 SCHWEITZER JEFFREY M · CIK 0001415199 · Director · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 83,412.3955 F4 · shares: ADDITIONAL SHARES AWARDED DUE TO EVALUATION OF PERFORMANCE FACTORS AFTER MEASUREMENT PERIOD. F2 · balance_after: INCLUDES 18,572.3955 SHARES ACQUIRED THROUGH THE DIVIDEND REINVESTMENT PLAN AND EMPLOYEE STOCK PURCHASE PLAN. Read SEC document |
| March 15, 2023 Filed Mar 29, 2023 19:05 UTC Amendment | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | Exercise / conversionCommon | 14,161 | $0.00 | $0.00 |
DisclosureSEC source: 0001415199-23-000006 · wf-form4a_168011670330518.xml · nonDerivative · entry 4 SCHWEITZER JEFFREY M · CIK 0001415199 · Director · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 83,270.3955 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. F2 · balance_after: INCLUDES 18,572.3955 SHARES ACQUIRED THROUGH THE DIVIDEND REINVESTMENT PLAN AND EMPLOYEE STOCK PURCHASE PLAN. F3 · balance_after: REPRESENTS THE SETTLEMENT OF ONE SHARE OF COMMON STOCK UPON VESTING OF THE CORRESPONDING NUMBER OF PERFORMANCE-BASED RESTRICTED STOCK UNITS. Read SEC document |
| March 15, 2023 Filed Mar 29, 2023 19:05 UTC Amendment | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | Exercise / conversionCommon | 1,649 | $0.00 | $0.00 |
DisclosureSEC source: 0001415199-23-000006 · wf-form4a_168011670330518.xml · nonDerivative · entry 3 SCHWEITZER JEFFREY M · CIK 0001415199 · Director · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 69,109.3955 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: REPRESENTS THE SETTLEMENT OF ONE SHARE OF COMMON STOCK UPON VESTING OF THE CORRESPONDING NUMBER OF RESTRICTED STOCK UNITS. F2 · balance_after: INCLUDES 18,572.3955 SHARES ACQUIRED THROUGH THE DIVIDEND REINVESTMENT PLAN AND EMPLOYEE STOCK PURCHASE PLAN. Read SEC document |
| March 15, 2023 Filed Mar 29, 2023 19:05 UTC Amendment | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | Exercise / conversionCommon | 1,478 | $0.00 | $0.00 |
DisclosureSEC source: 0001415199-23-000006 · wf-form4a_168011670330518.xml · nonDerivative · entry 2 SCHWEITZER JEFFREY M · CIK 0001415199 · Director · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 67,460.3955 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: REPRESENTS THE SETTLEMENT OF ONE SHARE OF COMMON STOCK UPON VESTING OF THE CORRESPONDING NUMBER OF RESTRICTED STOCK UNITS. F2 · balance_after: INCLUDES 18,572.3955 SHARES ACQUIRED THROUGH THE DIVIDEND REINVESTMENT PLAN AND EMPLOYEE STOCK PURCHASE PLAN. Read SEC document |
| March 15, 2023 Filed Mar 29, 2023 19:05 UTC Amendment | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | Exercise / conversionCommon | 2,023 | $0.00 | $0.00 |
DisclosureSEC source: 0001415199-23-000006 · wf-form4a_168011670330518.xml · nonDerivative · entry 1 SCHWEITZER JEFFREY M · CIK 0001415199 · Director · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 65,982.3955 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: REPRESENTS THE SETTLEMENT OF ONE SHARE OF COMMON STOCK UPON VESTING OF THE CORRESPONDING NUMBER OF RESTRICTED STOCK UNITS. F2 · balance_after: INCLUDES 18,572.3955 SHARES ACQUIRED THROUGH THE DIVIDEND REINVESTMENT PLAN AND EMPLOYEE STOCK PURCHASE PLAN. Read SEC document |
| March 15, 2022 Filed Mar 17, 2022 20:07 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | GrantPerformance Restricted Stock Units · Derivative | 11,538 | $0.00 | $0.00 |
DisclosureSEC source: 0001415199-22-000004 · wf-form4_164754761831449.xml · derivative · entry 12 SCHWEITZER JEFFREY M · CIK 0001415199 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,538 Underlying: Common · 11,538 shares Expires 2025-03-15 F6 · derivative.exercise_price: EACH RESTRICTED STOCK UNIT REPRESENTS A CONTINGENT RIGHT TO RECEIVE ONE SHARE OF COMMON STOCK UPON VESTING OF THE UNIT. F7 · derivative.exercise_date: THE PERFORMANCE-BASED RESTRICTED STOCK UNITS VEST ON THE THIRD ANNIVERSARY OF THE DATE OF THE GRANT AT WHICH POINT THE ACTUAL NUMBER OF SHARES TO BE AWARDED WILL BE DETERMINED BASED ON THE PERFORMANCE OF THE COMPANY DURING THE THREE YEAR PERIOD. THE RECIPIENT MAY RECEIVE UP TO 150% OF THE REPORTED RESTRICTED STOCK UNITS. F7 · derivative.expiration_date: THE PERFORMANCE-BASED RESTRICTED STOCK UNITS VEST ON THE THIRD ANNIVERSARY OF THE DATE OF THE GRANT AT WHICH POINT THE ACTUAL NUMBER OF SHARES TO BE AWARDED WILL BE DETERMINED BASED ON THE PERFORMANCE OF THE COMPANY DURING THE THREE YEAR PERIOD. THE RECIPIENT MAY RECEIVE UP TO 150% OF THE REPORTED RESTRICTED STOCK UNITS. 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.